谐波减速器专用交叉滚子轴承
Search documents
万达轴承:聚力攻关核心技术
Zheng Quan Shi Bao· 2025-12-29 18:53
同时,公司紧密关注近年来蓬勃发展的人形机器人领域,结合公司的产品开发经验与相关技术积累,重 点围绕减速器专用轴承方向,研制开发谐波减速器专用交叉滚子轴承与RV减速器专用角接触球轴承等 产品,积极把握行业机遇,力争实现新产品、新客户、新市场的收入及占比持续提升。 作为北交所"920号段第一股",万达轴承上市后持续深耕主业、拓展新局。公司总经理徐飞在12月29日 接受专访,围绕公司发展战略、客户拓展、技术创新及投资者回报等核心话题,分享了企业的发展路径 与责任担当。 作为国内规模最大的叉车专用轴承制造商、全国首批专精特新"小巨人"企业、国家级制造业单项冠军, 万达轴承产品已经销往全国各地及东南亚、欧美等国家和地区。如今,公司与安徽合力(600761)、杭 叉集团(603298)、中力股份(603194)、中国龙工、丰田叉车、林德叉车等全球工业车辆20强厂商建 立了长期稳定的合作关系。 "上市公司作为资本市场的中坚力量,应主动扛起责任,在贯彻国家战略服务新发展格局中走在前、作 表率。"徐飞表示,投资价值的核心是扎实的主业支撑和稳定的成长动能,万达轴承始终深耕特种轴承 领域,走实"专精特新"发展道路,以创新驱动为核心 ...
万达轴承:工业机器人领域客户已达100多家 或成未来核心业绩增长点
Zheng Quan Shi Bao Wang· 2025-11-10 12:12
Core Viewpoint - Wanda Bearing (920002) is focusing on the development of its industrial robot business, responding to investor concerns about its progress in this area and highlighting its attention to the growing humanoid robot sector [1][3]. Group 1: Industrial Robot Business Development - The company has expanded its industrial robot client base to over 100, including major clients such as SANY Robotics, KUKA Robotics, and others [1]. - The company anticipates that the demand for industrial robots will become a new growth point for its performance, driven by favorable policies in industrial automation and machine replacement [1]. Group 2: Product Relationship and Market Position - Wanda Bearing's existing products, including forklift bearings and slewing bearings, are widely used in industrial vehicles, and the company is leveraging its technical experience and supply chain resources to enter the industrial robot sector [2]. - The company maintains its focus on the forklift bearing market while also developing new products like slewing bearings to enhance its competitiveness and customer structure [2]. Group 3: Future Development Strategy - The company is closely monitoring the humanoid robot sector and is developing specialized bearings for harmonic reducers, aiming to capture new market opportunities [3]. - Wanda Bearing's strategic plan for the 14th Five-Year Plan period includes expanding into automation and intelligent sectors, diversifying its market reliance, and enhancing its competitive edge through precision manufacturing and customized services [3]. Group 4: Stock Performance - Since 2025, the company's stock price has shown strong performance, reaching a historical high of 235 yuan, with a peak increase of 3.91 times; despite recent pullbacks, the stock has still seen a cumulative increase of 134% this year [4].