全年交付69万件！特斯拉人形机器人的心脏，中国制造

人形机器人发布02-10

马斯克对人形机器人的投入越来越坚决。近期，他宣布第三代Optimus将于第一季度亮相，并于今年年底启动量产，明年年底则向公众出售。他甚至计划用Optimus的产线取代弗里蒙特工厂的Model S和Model X产线，以此实现年产100万台的目标。在特斯拉机器人在全球加速奔跑之时，支撑其灵活运动的精密关节，离不开这家中国工厂里的流水线。近日，长盈精密在会议上披露了一组重磅数据：2025年全年，公司...

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The heart of Tesla's humanoid robot, made in China","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300115":1.96,"TSLG":0.6,"TSDD":0.6,"TSLI":0.6,"TSLS":0.6,"TSII":0.6,"TESL":0.6,"TSLP":0.6,"TSLO":0.6,"TSLZ":0.6,"07766":0.6,"CRSH":0.6,"TSYY":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLW":0.6,"TSLY":0.6,"TSLT":0.6,"TSLA":0.9,"TSL":0.6},"content_text":"马斯克对人形机器人的投入越来越坚决。近期，他宣布第三代Optimus将于第一季度亮相，并于今年年底启动量产，明年年底则向公众出售。他甚至计划用Optimus的产线取代弗里蒙特工厂的Model S和Model X产线，以此实现年产100万台的目标。在特斯拉机器人在全球加速奔跑之时，支撑其灵活运动的精密关节，离不开这家中国工厂里的流水线。近日，长盈精密在会议上披露了一组重磅数据：2025年全年，公司累计交付了约69万件人形机器人精密零组件，斩获约1亿元相关营收，其中约80%的产品被送往海外客户手中。在人形机器人产业尚处于商业化初期的当下，这组数据成为长盈精密深耕这条赛道的一个醒目里程碑。而长盈精密能拿下八成的海外份额，成为特斯拉、Figure AI等全球人形头部企业的核心供应商，正是其精密制造技术积淀、机器人赛道超前布局以及全产业链资源整合共同作用的必然结果。▍69万件+80%海外：一个产业的商业化信号在人形机器人产业的发展逻辑中，核心零部件的量产能力，始终是本体厂商实现规模化落地的前提。相较于人形机器人本体的研发测试与场景验证，核心零部件的标准化与量产化进程，才是决定整个人形机器人产业商业化速度的关键力量。长盈精密2025年69万件的交付量，正是国内精密制造企业具备人形机器人核心零部件规模化供应能力的标志性数据。这69万件产品，并非单一品类的简单堆砌，而是覆盖了人形机器人灵巧手、四肢关节、传动系统等多个核心部位的精密零组件，供应给客户的料号更是超过400个。要知道，人形机器人行业几乎没有标准件，每个客户的产品设计、技术需求都存在差异，400余个料号背后，是长盈精密强大的定制化研发和多品类加工能力，而69万件的交付量，则证明其已经实现了从样品研发到批量生产的跨越。更值得关注的是近80%的海外占比，这一数据背后，是全球人形机器人产业商业化进程的区域差异，更是长盈精密在海外高端市场获得的先发优势和产品力认可。在此前的全球人形机器人赛道中，海外头部企业如特斯拉、Figure AI等，凭借先发优势，在知名度与影响力上确实领先一步，扩大产能的愿望强烈。特斯拉更是早早画出了量产蓝图（尽管多次跳票），这使得海外市场成为了人形机器人核心零部件的首批需求阵地。长盈精密能敲开这些海外客户的门，有它天然的“敲门砖”。他与特斯拉的合作，始于新能源汽车零部件业务。多年的合作，让长盈精密深入了解了特斯拉的供应链标准和要求，这份信任为双方在人形机器人领域的合作打下了坚实基础。而与Figure的合作，则与2024年其创始人带队考察长盈精密的东莞基地密切相关，Figure认可长盈精密的生产能力与技术实力，随后双方迅速深化合作。根据公开信息，长盈精密的海外客户中，这两大头部企业的贡献尤为突出。仅2025年上半年，他们就为公司带来了3500万元的人形机器人业务营收。海外市场的增长与人形机器人产业商业化进程密切相关。海外本体厂商的产能扩张，直接带动了核心零部件的需求爆发，而长盈精密凭借早期的客户绑定和产品供应能力，成为了这场需求爆发中的最大受益者之一。对于长盈精密而言，1亿元的营收规模目前虽在公司整体业绩中占比不高，但这一业务的成长性已经凸显。公司管理层明确表示，人形机器人市场空间巨大，希望其能够成为继消费电子、新能源之后的第三增长曲线。69万件的交付量与80% 的海外占比，正是这一“第三极”迈出的关键一步。▍十年磨一剑：从消费电子到机器人长盈精密能在人形机器人赛道率先跑出成绩，不是一夜之功。它建立在二十余年精密制造技术积淀和长达十年的机器人赛道前瞻性布局的基础之上。长盈精密早年以消费电子代工起家。在行业的快速发展期，长盈精密抓住了苹果供应链的机遇，成为其金属结构件的核心供应商，产品应用于苹果的MacBook、iPad等多条线上。借助头部客户的东风，公司实现了营收和规模的快速扩张，也积累了扎实的精密加工技术和品控能力，练就了一身“硬功夫”。人形机器人的精密零组件，对加工精度、材料性能、产品良率的要求，与消费电子的超精密零件一脉相承。长盈精密在消费电子领域积累的微型化、高精度加工等能力，成为其进军机器人领域的天然优势。更为关键的是，长盈精密并非在人形机器人赛道热度攀升后才仓促布局。早在2015年，公司便开始了机器人业务的积淀，投资设立了全资子公司广东天机工业智能系统有限公司，聚焦工业机器人领域，持续积累自动化及机器人相关的技术与经验。这也是国内较早布局工业机器人核心零部件的企业之一。近十年的工业机器人技术积淀，让长盈精密对机器人的传动系统、结构设计、零部件加工有了深入的理解，为后续切入人形机器人赛道奠定了坚实的技术基础。2024年，随着人形机器人赛道的快速升温，长盈精密加快了布局步伐，设立全资子公司深圳市长盈机器人有限公司。这家公司被定位为机器人产业布局的核心载体，专注于人形机器人的精密零组件研发、生产与销售，产品包括灵巧手关节齿轮、轴承、指尖传感等。这一举措，意味着长盈精密将人形机器人业务提升至公司战略层面，通过集中资源研发、生产和市场拓展，彰显其在这一赛道全面投入的决心。这家2001年成立的企业，从消费电子精密模具加工起家，搭上苹果供应链的快车实现快速发展，而后依托核心技术向新能源领域转型，如今又在人形机器人赛道实现突破。每一次转型，都离不开其在精密制造领域的核心能力。而在机器人领域长达十年的磨剑，也让其在这场竞争中，占据了技术和时间的双重先机。▍不止于加工：全链条布局构建壁垒长盈精密在人形机器人领域的产品布局，已相当全面。在零部件的供应上，长盈精密并非简单的“加工商”，而是能够为客户提供“全流程服务”的合作伙伴。公司具备金属、非金属一站式加工能力，能够为人形机器人客户提供从产品设计优化、材料选型到加工生产、成本控制的全流程解决方案。在产品品类上，长盈精密实现了从“超精密小件”到“高价值大件”的全面覆盖。早期，公司聚焦于人形机器人的灵巧手传动件和结构件；如今，公司的产品已经拓展至大尺寸的四肢关节、传动系统等品类，覆盖了人形机器人的核心运动部位。在材料和工艺上，长盈精密的布局更为广泛，能够为客户开发铝合金、镁合金、钛合金等金属材料，PEEK、IGUS 等工程塑料，以及橡胶、硅胶、尼龙等非金属材料的零件。同时，他还掌握了 CNC、3D 打印、压铸、注塑、滚齿、热压等多种成型工艺，形成了全链条的配套能力。这种全品类、全材料、全工艺的能力，让长盈精密能够满足海外头部客户的多元化需求，并借此由外向内延伸，与国内人形机器人企业展开合作。值得注意的是，在人形机器人赛道，核心零部件企业的竞争，不仅是单一产品技术的比拼，更是产品矩阵和产业链布局的综合较量。长盈精密能在赛道中率先跑出，正是因为其在产品矩阵持续升级的同时，通过增资、并购等方式完善产业链布局，打造了属于自己的差异化竞争壁垒。2025 年初，长盈精密向全资子公司长盈机器人增资5000万元，集中资源用于人形机器人核心零部件的研发和生产。2025年2月，公司对东莞国森科增资250万元，持股20%。国森科的核心产品谐波减速器，正是人形机器人关节的核心传动部件。通过此次增资，公司能够整合谐波减速器的研发生产能力，实现了从结构件到传动系统的技术补齐。2025年4月，长盈精密又以1.02亿元并购威线科51%的股权。威线科的核心产品是高速线缆，广泛应用于工业机器人、AI 服务器等领域。这次并购，不仅补齐了人形机器人线缆的短板，还带来了液冷分流器、快接头等产品的技术和客户资源。通过这一系列操作，长盈精密补齐了核心零部件的技术短板，结合自身在结构件、传感器、力控模组上的研发能力，形成了覆盖人形机器人核心零部件的全产业链布局。而这种布局，让长盈精密能够为客户提供一站式的零部件解决方案，相较于单一产品供应商，更能满足客户的多元化需求，建立起更稳固的护城河。▍结语与未来69万件只是一个起点。当特斯拉机器人走向量产，当全球科技巨头加速布局具身智能，以长盈精密为代表的中国精密制造企业，凭借扎实的技术积淀、强大的制造能力和日趋完善的产业链布局，有望在这场全球竞争中占据关键位置。在人形机器人这个新兴赛道上，中国制造带来的，不再是简单的成本优势，而是从精密加工到系统集成的全方位竞争力。一个属于核心零部件玩家的黄金时代，正在到来。","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":"productRelease","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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2610888649","isCrawlerRequest":true}