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長華集團(605018.SH):公司較爲看好人形機器人的發展前景
格隆匯 02-14 15:39

格隆匯2月14日丨長華集團(605018.SH)披露投資者關係活動記錄表顯示,隨着人形機器人行業的不斷髮展,滾柱絲槓產品迎來了前所未有的發展機遇。在充分調研行業情況後,公司較爲看好人形機器人的發展前景。公司以緊固件起家,在精密金屬結構件加工製造方面擁有豐富的經驗和專業的技術,與人形機器人滾柱絲槓產品在技術開發方面有同源性,以及在螺紋、熱處理等生產工藝有相通性,公司決定拓展這一新領域,公司將持續加強研發人員團隊的建設,積極推進設備投資。2024年12月公司已生產出滾柱絲槓樣品,目前正研究新工藝,購買新的磨牀及相關設備,招聘核心研發人員,加大研發及資金投入力度,加緊研發製造新的迭代產品。

風險提示:目前公司滾柱絲槓產品正處於研發階段,尚未獲得客戶定點,也未實現營業收入,對業績不構成影響。此外,新行業的成長及發展週期一般較長,在技術研發、工藝完善和設備選型方面需要進行大規模投資,未來產品的技術方案、量產節奏、量產規模等方面均存在極大的不確定性,且未來行業的發展和公司的市場開拓也會面臨較大的不確定性,存在較大投資風險。特此鄭重提醒廣大投資者注意投資風險!

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