长盈精密再展潜力

富凯财经2025-12-09

富凯摘要：长盈精密不仅在新能源汽车领域站稳脚跟，更在人形机器人赛道抢得先机。作者|川扇假随着年底的临近，市场对于科技领域的关注度逐渐提升，其中人形机器人概念再度成为热点。当前，国内人形机器人企业正经历着关键转型，产品陆续从研究展示阶段迈向规模化量产与商业交付阶段，人形机器人企业陆续宣布2026年量产计划，这一趋势标志着人形机器人产业正从概念炒作走向实质性发展阶段。因此，人形机器人概念板块的资金扎堆...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202512092152319533a148&s=b><strong>富凯财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>富凯摘要：长盈精密不仅在新能源汽车领域站稳脚跟，更在人形机器人赛道抢得先机。作者|川扇假随着年底的临近，市场对于科技领域的关注度逐渐提升，其中人形机器人概念再度成为热点。当前，国内人形机器人企业正经历着关键转型，产品陆续从研究展示阶段迈向规模化量产与商业交付阶段，人形机器人企业陆续宣布2026年量产计划，这一趋势标志着人形机器人产业正从概念炒作走向实质性发展阶段。因此，人形机器人概念板块的资金扎堆...</p>\n\n<a 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potential","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300115":1.96,"TSYW.SI":0.6},"content_text":"富凯摘要：长盈精密不仅在新能源汽车领域站稳脚跟，更在人形机器人赛道抢得先机。作者|川扇假随着年底的临近，市场对于科技领域的关注度逐渐提升，其中人形机器人概念再度成为热点。当前，国内人形机器人企业正经历着关键转型，产品陆续从研究展示阶段迈向规模化量产与商业交付阶段，人形机器人企业陆续宣布2026年量产计划，这一趋势标志着人形机器人产业正从概念炒作走向实质性发展阶段。因此，人形机器人概念板块的资金扎堆进场，以长盈精密为例，其融资融券信息显示，12月8日融资净买入额达3.73亿元，融资余额攀升至35.19亿元，创下历史新高，较前一日增加11.87%。这一数据不仅反映出市场对长盈精密的强烈看好，更得益于人形机器人概念热和业绩确定性的双重支撑。从消费电子到人形机器人作为消费电子精密零组件生产领域的头部企业，长盈精密以“苹果供应链”和“特斯拉供应链”而受市场关注。2012年，长盈精密进入苹果供应链，为其产品提供高精度金属结构件，成为苹果概念股的一员，2017年，其成为特斯拉汽车零部件的重要供应商。在资本运作方面，长盈精密始终保持着稳健的风格，上市以来，公司所有资本运作均紧密围绕核心主业展开，消费类电子精密结构件及模组业务一直是公司的立身之本。随着在汽车产业链的深入布局，2023年，长盈精密新能源产品零组件及连接器业务成为公司第二大收入来源，收入占比在2024年超过30%。长盈精密在业务拓展上也多点开花，不仅全面覆盖智能手机、平板电脑、笔记本电脑等传统消费电子产品，更积极拓展至智能手表、AR/VR眼镜以及AI眼镜等新兴科技领域，例如，公司为Meta Ray-Ban智能眼镜提供的钛合金结构件。在新能源汽车零组件领域，长盈精密深度参与客户新项目开发，成功为宁德时代麒麟电池提供结构件，并为特斯拉电池配套相关产品，同时积极布局储能市场。2025年，人形机器人产业迎来“量产元年”，各地扶持政策密集出台，产业链企业纷纷加速产品商业化进程，特斯拉、小鹏等明星企业陆续公布人形机器人在工厂投入使用的消息，标志着“让人形机器人进工厂打螺丝”的设想正逐步变为现实。在这一产业浪潮中，长盈精密一跃成为人形机器人概念龙头之一，因为早在十年前其便开始布局人形机器人领域。长盈精密通过参股天机智能（机械臂）、收购松庆智能股份等方式，不断加强在工业机器人领域的布局，又在2024年成立长盈机器人子公司，专注于人形机器人四肢关节、手部关节等核心产品的研发。目前，长盈精密在人形机器人领域的产品，涵盖了传动件、结构件、执行器等关键环节，在人形机器人的动作执行系统方面，长盈精密已拥有了多条产品线和解决方案。得益于提早布局和精密制造能力的迁移，长盈精密在人形机器人领域也积累了一批国内外知名企业客户。其中，与特斯拉的合作尤为引人注目，早在特斯拉电动汽车业务快速扩张阶段，长盈精密便成为特斯拉重要的零部件供应商，如今，公司更被明确列为特斯拉Optimus的Tier 1（一级供应商），直接与特斯拉机器人团队对接。此外，优必选、宇树科技等国内人形机器人领军企业也是长盈精密的重要客户，这些企业的产品销售数据或重大事件曝光后，总能引发长盈精密股价的波动。当前，人形机器人已成为长盈精密最大的概念热点，吸引着市场的持续关注。2025年业绩确定性强得益于对消费电子产业链的深耕细作以及对新能源汽车产业链的精准布局，长盈精密充分享受到了行业成长带来的红利，营收规模实现了跨越式发展。数据显示，2014年公司营收为23.2亿元，而到了2024年，这一数字已飙升至169.3亿元，十年间增长了6倍多，展现出强劲的增长势头。然而，与营收的稳步增长相比，长盈精密的利润表现则显得波动剧烈。2014年至2016年，公司利润保持稳步增长态势，但自2017年开始，受行业竞争加剧、原材料价格上涨等因素影响，公司利润出现下滑，2018年更是低至3847万元。2020年，随着新能源汽车业务的爆发，长盈精密利润骤增至6亿元。但好景不长，2021年受疫情影响和成本上涨等多重因素冲击，长盈精密亏损高达6亿元。随后两年，公司净利润虽有所回升，但仍徘徊在亿元以下。直到2024年，长盈精密利润又迎来爆发式增长，大涨至7.7亿元，创下近十年来的新高。长盈精密2025年业绩同样呈现营收增长但利润波动的情况，其2025年三季报显示，公司前三季度营业收入为135.10亿元，同比增长11.68%；归母净利润为4.68亿元，同比下降21.25%，同时，“消费电子+新能源”双主业格局更加稳定。有这种过山车式的利润波动，既有周期性行业冲击和疫情等客观因素的影响，也与长盈精密研发投入加大、量产爬坡期成本上升以及新业务产能未充分释放等主观因素有关。2024年，中国新能源汽车产业依然保持良好增长势头，业务规模持续扩大，带动长盈精密新能源产品零组件及连接器业务收入大幅增长，这种趋势也在2025年得以延续，为长盈精密的利润提供了有力支撑。作为新兴业务，人形机器人业务在长盈精密整体业务中的占比目前仍较小。2024年该业务占公司整体营收不足1%，然而，其增长态势却十分显著。今年11月份，长盈精密在与投资者互动时透露，公司累计交付人形机器人结构件产品的价值已超过8000万元，目前供应给客户的料号超过400个，产品种类和数量均呈现快速增长态势。进入第四季度，长盈精密海外人形机器人新订单仍在加速增长，这一增长势头主要得益于特斯拉Optimus量产计划的稳步推进，马斯克宣布，特斯拉计划于2026年实现Optimus量产，2030年目标产量达到100万台，这一规划直接带动了长盈精密关节齿轮、轴承等核心零部件订单的快速增长。据悉，这些订单收入将从明年一季度发货开始逐季释放，为公司业绩增长注入新的动力。虽然人形机器人业务目前占长盈精密总业务的比例较小，但其未来发展趋势却被资本市场普遍看好，长盈精密凭借在该领域十余年的布局，已积累了充裕的在手订单和稳定的客户群体，随着特斯拉等头部企业量产计划的推进以及国内人形机器人产业的快速发展，人形机器人业务有望继新能源汽车业务之后，成为长盈精密新的业绩支撑点。免责声明富凯财经所发布的信息均不构成投资建议，据此投资风险自担本文由富凯财经原创，转载联系后台，侵权必究！","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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