Hwaway Technology(001380)
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华纬科技(001380.SZ):目前公司产品有供货于人形机器人手部关节
Ge Long Hui A P P· 2026-01-13 10:49
Core Viewpoint - The company, Huawei Technology (001380.SZ), confirmed that its products are utilized in humanoid robots, specifically in the form of various types of springs for joint and motor systems [1]. Group 1: Product Application - The company’s products are applied in humanoid robots, particularly in the hand joints [1]. - There is a distinction between the types of springs used in industrial robots and humanoid robots, with industrial robots utilizing larger springs and humanoid robots using smaller springs such as snap springs, torsion springs, and tension springs [1].
华纬科技:2026年1月13日投资者关系活动记录表
Xin Lang Zheng Quan· 2026-01-13 10:01
Core Viewpoint - The company is expanding its production capacity and diversifying its product offerings, particularly in the automotive and non-automotive sectors, while maintaining a focus on profitability and market share growth. Group 1: Main Product Pricing and Profitability - The company's core products, including suspension springs and stabilizer bars, have a unit price range of 120-200 yuan per vehicle, with an overall gross margin of 27% [1] - The gross margin for suspension components is relatively stable due to minimal impact from raw material price fluctuations, while the stabilizer bar's margin is closely linked to client demand due to high fixed costs associated with custom tooling [1] Group 2: Production Capacity Layout - The company's Chongqing production base is expected to commence operations in the first half of this year, with ongoing ramp-up throughout the year [2] - The production lines for stabilizer bars and springs are currently in the equipment installation and debugging phase, primarily serving key clients in the southwest region, such as Seres and Changan [2] Group 3: Non-Automotive Sector Expansion - The non-automotive business is a significant growth driver, with a strong focus on industrial robots, rail transportation, and construction machinery, particularly emphasizing industrial robots [3] - The company has entered the humanoid robot sector, supplying small springs for hand joints, leveraging its established design and manufacturing capabilities in valve and specialty springs [3] Group 4: Future Growth Path - The company aims to enhance its market share in the domestic stabilizer bar market, which still has considerable room for growth, especially as production capacity is released [4] - The overseas suspension system components market is identified as a blue ocean opportunity, with low participation from Chinese enterprises, prompting the company to actively pursue international business expansion [4] - The company is also focusing on upstream and downstream collaboration, exploring non-metal and new materials to mitigate downstream volatility risks and secure long-term growth [4]
华纬科技(001380) - 2026年1月13日投资者关系活动记录表
2026-01-13 09:26
Group 1: Product Pricing and Profitability - The main products of the company are suspension springs and stabilizer bars, with unit prices ranging from 120 to 200 RMB [2] - The comprehensive gross margin for suspension system components is approximately 27%, with stable margins expected for suspension springs if raw material prices remain stable [2][3] - The profitability of stabilizer bars is linked to client demand due to high fixed costs associated with developing individual tooling for each product [2] Group 2: Production Capacity and Clientele - The Chongqing factory is expected to start production in the first half of 2026, with ongoing production ramp-up throughout the year [3] - Key clients for the Chongqing factory include Seres and Changan Automobile, primarily serving the southwestern region [3] Group 3: Non-Automotive Applications - The non-automotive sector includes industrial robots, rail transportation, and construction machinery, with industrial robots having a relatively high market share [3] - The company focuses on top-tier clients in the non-automotive sector, aligning with its market expansion strategy [3] Group 4: Future Development Directions - Future growth paths include increasing market share for domestic stabilizer products and expanding into the overseas suspension system components market, which is currently underrepresented by Chinese enterprises [4] - The company is also considering upstream and downstream industry collaboration and is exploring materials close to the raw material sector to mitigate operational risks [4]
华纬科技(001380.SZ):目前与多家机器人领域相关企业接触、送样,并且已有部分人形机器人弹簧的小批量订单
Ge Long Hui· 2026-01-08 07:19
格隆汇1月8日丨华纬科技(001380.SZ)在互动平台表示,公司发展始终以市场为导向,如市场对公司有 相关需求,公司也会有相应的技术储备来回应市场。公司目前与多家机器人领域相关企业接触、送样, 并且已有部分人形机器人弹簧的小批量订单,具体客户情况因保密原则不方便透露。 ...
华纬科技:公司目前与多家机器人领域相关企业接触、送样
Zheng Quan Ri Bao Wang· 2026-01-08 04:47
证券日报网讯1月8日,华纬科技(001380)在互动平台回答投资者提问时表示,公司发展始终以市场为 导向,如市场对公司有相关需求,公司也会有相应的技术储备来回应市场。公司目前与多家机器人领域 相关企业接触、送样,并且已有部分人形机器人弹簧的小批量订单,具体客户情况因保密原则不方便透 露。 ...
华纬科技:公司目前与多家机器人领域相关企业接触、送样,并且已有部分人形机器人弹簧的小批量订单
Mei Ri Jing Ji Xin Wen· 2026-01-08 00:55
华纬科技(001380.SZ)1月8日在投资者互动平台表示,公司发展始终以市场为导向,如市场对公司有 相关需求,公司也会有相应的技术储备来回应市场。公司目前与多家机器人领域相关企业接触、送样, 并且已有部分人形机器人弹簧的小批量订单,具体客户情况因保密原则不方便透露。 每经AI快讯,有投资者在投资者互动平台提问:在人形机器人关节,尤其是手指等精密部位,看似不 起眼的小小弹簧承担着刚性支撑与缓冲减震等关键功能,堪称机器人的"机械韧带"。请问公司是否与人 形机器人及灵巧手头部企业建立了业务联系,并实现找批量供货?公司针对人形机器人业务发展有何规 划? (记者 王晓波) ...
华纬科技:子公司有产品应用于航空相关领域的无人机发动机
Zheng Quan Ri Bao· 2026-01-07 12:36
(文章来源:证券日报) 证券日报网讯 1月7日,华纬科技在互动平台回答投资者提问时表示,目前公司子公司有产品应用于航 空相关领域的无人机发动机上。 ...
华纬科技(001380.SZ):子公司有产品应用于航空相关领域的无人机发动机上
Ge Long Hui· 2026-01-07 09:19
格隆汇1月7日丨华纬科技(001380.SZ)在互动平台表示,目前公司子公司有产品应用于航空相关领域的 无人机发动机上。 ...
华纬科技:目前公司有产品应用于航空领域,暂无供应于航天领域
Xin Lang Cai Jing· 2025-12-31 06:23
华纬科技12月31日在互动平台表示,目前公司有产品应用于航空领域,暂无供应于航天领域。 华纬科技12月31日在互动平台表示,目前公司有产品应用于航空领域,暂无供应于航天领域。 ...
华纬科技:有产品应用于航空领域,暂无供应于航天领域
Zheng Quan Ri Bao Wang· 2025-12-31 05:51
Group 1 - The company, Huawei Technology (001380), has products currently applied in the aviation sector but does not supply products for the aerospace sector at this time [1]