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藍思科技(300433.SZ):與智元機器人聯合交付靈犀X1,承接其全系列多款人形機器人業務

格隆匯7月21日丨藍思科技(300433.SZ)在互動平臺表示,北美大客戶是全球優質客戶,公司與北美大客戶從初代產品開始,至今已有多年合作歷史。作爲北美大客戶的核心供應商,公司通過與客戶聯合研發,持續提升創新能力,成爲行業技術標杆;通過與客戶的生態協同,顯著增強公司抗週期能力和風險抵禦能力。近幾年,公司在多個新賽道取得突破,來自北美大客戶的收入佔公司總營收的比例下降,公司新客戶、新項目、新產品佔比在持續上升。 公司與Rokid從設計、研發、製造到股權多層面合作,提供從外觀件、結構件、功能模組到整機組裝全鏈條一站式服務,公司強大的垂直整合能力能夠保障其及時交付終端用戶,同時以較高的單品總價值量爲公司貢獻業績增量。 在機器人方面,公司與智元機器人聯合交付靈犀X1,承接其全系列多款人形機器人業務,近期與智元機器人合資成立湖南智啓未來科技有限公司,並完成對智元機器人旗下浙江智鼎機器人的戰略投資,進一步強化雙方在開源生態、技術創新及成本優化上的協同效應。公司同時爲多家人形機器人公司提供頭部模組、關節模組、靈巧手、軀幹殼體等結構件及整機組裝服務;在北美機器人頭部客戶已確定相關模組和結構件份額,其他模組和結構件在送樣過程中。公司目標打造高度垂直整合的中國最大具身智能硬件核心製造平臺,未來品類和服務還將更加豐富,帶動公司機器人業務保持高速增長。

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