9月18日，光洋股份在接受机构调研时表示，公司通过资本与产业双向合作的方式，加速开发人形机器人市场，下半年开始公司人形机 器人相关订单迅速增长。 光洋股份同时介绍，公司目前与头部机器人公司合作的产品表现良好。公司机器人零部件产品，凭公司在高端材料研究、精密制造和 全面测试体系，以及公司在量产经验和质量一致性管理能力等方面的优势，在寿命、精度和可靠性上已达到行业先进水平，完全能够 满足机器人等领域的需求。 公司产品序列包括各类标准轴承、交叉滚子轴承、行星齿轮、滚珠丝杠、行星滚柱丝杠及电路板产品都可以用于机器人，各类减速 器、关节模组和感应模组均可适配。公司也正基于自身资源优势，在资本和业务层面加大与机器人行业相关企业合作，进一步加强集 成化产品的研发，根据行业技术发展趋势，做好针对性布局。 其中，黄山基地建设项目主要用于生产传动系统零部件，包括轴承、齿轮及空心轴类产品，适配电驱动系统、线控底盘中各类减速器 模组及机器人关节模组等领域，目前正在开展厂房地基施工建设等相关工作，部分产线根据项目进度已经通过租赁厂房等方式先期进 行建设；公司针对不同零部件和工艺，设定具体的关键绩效指标，顶层设计、全员参与、持续迭代系统 ...

Core Viewpoint - Guangyang Co., Ltd. plans to acquire 100% equity of Ningbo Yinqiu Technology Co., Ltd. through a combination of issuing shares and cash payment, which is expected to constitute a major asset restructuring [2][3]. Group 1: Acquisition Details - The acquisition aims to enhance industrial synergy as both Guangyang Co. and Yinqiu Technology are deeply involved in the bearing sector [3]. - The transaction involves key stakeholders including Hu Yongpeng and Li Dinghua, who collectively hold 68.96% of Yinqiu Technology [3]. - Guangyang Co. will suspend trading starting May 19 and is expected to disclose the transaction plan within 10 trading days [3][5]. Group 2: Financial Performance - As of May 16, Guangyang Co.'s stock price was 12.43 CNY per share, with a market capitalization of 6.987 billion CNY, reflecting a 2.14% increase [3]. - In 2024, Guangyang Co. reported a revenue of 2.31 billion CNY, a year-on-year increase of 26.7%, and a net profit of 51.01 million CNY, marking a turnaround from losses [8]. - The first quarter of 2025 showed a revenue of 606 million CNY, up 6.33% year-on-year, with a net profit of 2.544 million CNY, an increase of 6.67% [8]. Group 3: Strategic Initiatives - Guangyang Co. is actively expanding into the robotics sector, focusing on developing various robotic joint modules and components [7]. - The company announced plans to invest 1 billion CNY in a project aimed at producing high-end precision components for new energy vehicles and robots, with expected annual sales of 1 billion CNY for the first phase and 1.6 billion CNY for the second phase [7].