机构纷纷看好！震裕科技双业务驱动业绩增长机器人业务潜力释放可期

ITBEAR科技资讯02-26

近期，震裕科技（300953.SZ）成为资本市场关注的焦点，多家机构对其发展前景给予积极评价。招商证券与开源证券发布的研报显示，该公司在锂电池结构件与机器人业务领域均展现出强劲的增长潜力，其核心业务盈利能力提升与新兴业务布局成效显著，成为支撑业绩增长的关键因素。在锂电池结构件业务方面，震裕科技凭借行业需求爆发与头部客户深度绑定，实现了业绩的跨越式增长。根据业绩预告，公司2025年净利润预计达5亿至...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2614862835?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-02-26 22:42","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2614862835","market":"hk","top_or_hot":-1,"title":"机构纷纷看好！震裕科技双业务驱动业绩增长机器人业务潜力释放可期","media":"ITBEAR科技资讯","content":"<div>\n<p>近期，震裕科技（300953.SZ）成为资本市场关注的焦点，多家机构对其发展前景给予积极评价。招商证券与开源证券发布的研报显示，该公司在锂电池结构件与机器人业务领域均展现出强劲的增长潜力，其核心业务盈利能力提升与新兴业务布局成效显著，成为支撑业绩增长的关键因素。在锂电池结构件业务方面，震裕科技凭借行业需求爆发与头部客户深度绑定，实现了业绩的跨越式增长。根据业绩预告，公司2025年净利润预计达5亿至...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260226230627a4cc0cf1&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>机构纷纷看好！震裕科技双业务驱动业绩增长机器人业务潜力释放可期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n机构纷纷看好！震裕科技双业务驱动业绩增长机器人业务潜力释放可期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-26 22:42 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260226230627a4cc0cf1&s=b><strong>ITBEAR科技资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期，震裕科技（300953.SZ）成为资本市场关注的焦点，多家机构对其发展前景给予积极评价。招商证券与开源证券发布的研报显示，该公司在锂电池结构件与机器人业务领域均展现出强劲的增长潜力，其核心业务盈利能力提升与新兴业务布局成效显著，成为支撑业绩增长的关键因素。在锂电池结构件业务方面，震裕科技凭借行业需求爆发与头部客户深度绑定，实现了业绩的跨越式增长。根据业绩预告，公司2025年净利润预计达5亿至...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260226230627a4cc0cf1&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"06099","symbol_name":"招商证券","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260226230627a4cc0cf1&s=b","article_id":"2614862835","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260226230627a4cc0cf1&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2614862835","pubTimestamp":1772116946,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"近期，震裕科技成为资本市场关注的焦点，多家机构对其发展前景给予积极评价。在锂电池结构件业务方面，震裕科技凭借行业需求爆发与头部客户深度绑定，实现了业绩的跨越式增长。机器人业务则被视为震裕科技未来的核心增长极。行业爆发式需求为震裕科技机器人业务提供了广阔市场空间。华鑫证券测算，若震裕科技能持续扩大市场份额，该业务将成为其业绩增长的重要引擎。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"06099":"招商证券","BK1147":"投资银行业与经纪业","BK1564":"中资券商股"},"translate_title":"Institutions are optimistic! Zhenyu Technology's dual businesses drive performance growth, and the potential of robot business can be released","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"06099":0.9},"content_text":"近期，震裕科技（300953.SZ）成为资本市场关注的焦点，多家机构对其发展前景给予积极评价。招商证券与开源证券发布的研报显示，该公司在锂电池结构件与机器人业务领域均展现出强劲的增长潜力，其核心业务盈利能力提升与新兴业务布局成效显著，成为支撑业绩增长的关键因素。在锂电池结构件业务方面，震裕科技凭借行业需求爆发与头部客户深度绑定，实现了业绩的跨越式增长。根据业绩预告，公司2025年净利润预计达5亿至5.5亿元，同比增幅超96%。招商证券分析指出，这一成绩主要得益于下游新能源汽车与储能行业对锂电池的旺盛需求。公司作为宁德时代、亿纬锂能等头部企业的核心供应商，产品覆盖主流电池体系，订单稳定性与规模效应持续强化。随着产能扩张，原材料采购议价能力提升，单位固定成本下降，形成“产能-订单-成本-利润”的良性循环。开源证券进一步补充，公司通过提升生产自动化水平与精细化管理，进一步压缩成本，预计该业务全年收入将突破65亿元，净利率有望超过5%。机器人业务则被视为震裕科技未来的核心增长极。随着人形机器人产业化进程加速，公司提前布局精密零部件领域，已在产品矩阵、客户储备与产能建设上取得突破性进展。依托超精密机械零件技术优势，公司重点开发行星滚柱丝杠、线性执行器与灵巧手零部件三大产品线。其中，反向式行星滚柱丝杠已建立覆盖100N至12000N推力范围、C3/C5级精度的标品库，并完成量产验证；线性执行器模组峰值推力同样覆盖100N至12000N，重复定位精度达±0.02mm；灵巧手业务已实现微型传动组件的批量交付，并为下游客户提供硬件集成方案，微型模组订单量持续增长。行业爆发式需求为震裕科技机器人业务提供了广阔市场空间。以特斯拉Optimus为例，其量产计划显示，2026年产能将扩至5万至10万台，2027年进一步增至50万台，单台机器人需配备14个行星滚柱丝杠，单个部件价值约2000元，对应单台价值超2.8万元。华鑫证券测算，若震裕科技能持续扩大市场份额，该业务将成为其业绩增长的重要引擎。目前，公司已通过小批量量产验证技术能力，未来随着产能释放与客户拓展，其机器人业务有望复制锂电池结构件领域的成功路径，形成双轮驱动的发展格局。","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,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":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":"4.42.0","shortVersion":"4.42.0","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/2614862835","isCrawlerRequest":true}