Core Insights - Lixun Precision (002475.SZ) disclosed its latest developments in the humanoid robot sector, expecting to ship 3,000 units this year, all directed towards external clients [1] - The company is currently in the first generation of its humanoid robot production line, with plans to launch a "Manufacturing 2.0" line by early 2026, featuring high flexibility and automation [1] - Lixun's management believes that China's humanoid robot development surpasses that of North America, with significant advancements in motion control and capabilities [2] - The company aims to become one of the top five global Tier 1 automotive suppliers within the next 5 to 10 years, leveraging both organic growth and acquisitions [3] Humanoid Robot Development - The company plans to deliver 3,000 humanoid robots this year, with all units belonging to external clients [1] - Lixun has developed a "tendon-driven dexterous hand" that approaches industry-leading levels of freedom [1] - The production line is currently semi-automated, with a fully automated line expected by 2026 [1] Technological Advancements - Lixun has established core capabilities across the entire humanoid robot industry chain, with most key components being self-manufactured [1] - The company has completed a full-stack layout in optical connections, power supply, and cooling technologies [3] Automotive Sector Goals - Lixun aims to become a top five global Tier 1 automotive supplier through internal growth and strategic acquisitions, such as the recent acquisition of Leoni [3]

在AI算力领域，针对市场热议的"光进铜退"技术路线，立讯精密数据中心业务负责人熊藤芳进行了回 应。其认为，现在讨论"光进铜退"为时过早，在下一代448G速率下，铜连接仍将是主流。 熊藤芳透露，立讯技术团队已在OIF和OCP展示了基于PAM4技术的448G CPC铜连接方案，这可能改变 业界此前认为铜连接无法支撑该速率的认知。熊藤芳同时指出，公司在光连接、电源及散热（含液冷/ 金刚石铜技术）领域均已完成全栈布局。 在汽车业务方面，立讯精密汽车业务负责人李晶表示，通过内生增长与外延并购（如近期对莱尼Leoni 的收购），公司目标在未来5到10年内成为全球前五大汽车Tier 1供应商。 采写：南都湾财社记者 严兆鑫 田玉铭介绍，目前立讯精密的人形机器人产线尚处于第一代"半自动化手工线"阶段。他透露，公司计划 于2025年初推出"制造2.0"产线，该产线将具备高度柔性、自适应与高自动化特性，实现从零件到整机 组装的完整生产能力。 在技术储备方面，田玉铭表示公司已具备人形机器人全产业链核心能力。除了电池与部分关节模组外， 谐波齿轮等关键部件均可自主完成精加工。值得注意的是，公司自主研发的"腱绳式灵巧手"，在自由度 上仅 ...