镁合金工艺解决方案

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力劲科技早盘飙升逾18% 机器人轻量化大势所趋 公司在镁合金成型领域技术领先
Zhi Tong Cai Jing· 2025-08-14 02:25
Core Viewpoint - Liken Technology (00558) has seen a significant stock price increase, rising over 18% in early trading and accumulating a gain of over 50% within the month, driven by strategic partnerships in the humanoid robot sector [1] Group 1: Company Developments - Liken Technology has signed a strategic cooperation agreement with several companies, including Shenzhen Cyborg Robotics Co., Ltd., to initiate a joint research and development project focused on magnesium alloy humanoid robots [1] - The company will leverage its leading technology in magnesium alloy forming to provide advanced forming equipment and process solutions for the project, aiming to achieve breakthroughs in robot structure lightweighting [1] Group 2: Market Insights - Guotai Junan International has highlighted that Liken Technology's TPI semi-solid magnesium alloy forming technology is expected to be a significant source of future revenue [1] - Minsheng Securities has noted that the mass production of humanoid robots is imminent, with magnesium alloy being an ideal lightweight material, indicating broad application prospects [1] - The potential consumption of magnesium alloy in humanoid robots is estimated, with a single robot shell potentially using around 13.7 kg of magnesium alloy, leading to a projected demand increase of approximately 13,700 tons if 1 million units are produced [1]