永臻股份深耕人形机器人领域技术优势支撑批量交付

基础金属	铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁
稀有金属	稀土稀土矿稀土氧化物稀土金属钕铁硼稀散金属锑铋铟锗镓硒钽锆贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒
新能源	锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

基础金属

铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁

稀有金属

稀土稀土矿稀土氧化物稀土金属钕铁硼 稀散金属锑铋铟锗镓硒钽锆 贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒

新能源

锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰 锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

永臻股份深耕人形机器人领域技术优势支撑批量交付

2025-11-20 16:20:00 来源：北方有色网责任编辑：王欣悦

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近日，永臻股份(603381.SH)在投资者互动平台披露了其在人形机器人领域的重要进展，公司凭借在铝合金材料及铝挤压产业链的深厚积淀，已成功切入头部机器人企业供应链，实现核心部件批量交付，为业绩增长开辟新增长极。

技术积淀筑壁垒切入机器人核心供应链

永臻股份能够顺利布局人形机器人赛道，核心依托于其在铝合金材料领域二十余年的技术积累。作为国内领先的铝合金结构件制造商，公司在光伏边框领域已占据全球龙头地位，产品以轻量化、稳定性高、耐候性强等特点著称，这些优势完美契合人形机器人对结构材料的核心需求。今年7月，公司通过收购浙江捷诺威汽车轻量化科技有限公司，进一步掌握了行业稀缺的“扁挤压”技术，为生产高精度机器人结构件提供了关键支撑。

在产业链整合能力方面，永臻股份构建了从模具设计、熔炼挤压到表面处理的垂直一体化生产体系，自主掌握一模多孔挤压等核心技术，既保障了产品精度，又实现了规模化生产下的成本控制。这种“技术+产能”的双重优势，使其成功获得智元机器人的认可，跻身其核心供应链。

绑定头部客户批量交付落地见效

根据公司披露及投资者关系活动信息，目前永臻股份已与智元机器人达成稳定合作，针对其主力机型实现多个核心部件的常态化批量交付，供应范围涵盖机身承重结构、关节连接件等关键部位——这些部件直接影响机器人的负载能力与运动灵活性，对材料强度和加工精度要求极高。

合作方智元机器人的行业地位更凸显了此次合作的含金量。作为连续两年入选福布斯中国创新力企业50强的头部企业，智元机器人近期市场表现亮眼，不仅中标中移(杭州)1.2亿元人形机器人代工大单，还与富临精工达成数千万元工业机器人合作，成为国内工业级具身智能机器人规模化商用的标杆。永臻股份作为其核心供应商，将直接受益于下游订单的持续释放。

前瞻布局新材料打开长期增长空间

面对人形机器人产业的爆发式增长机遇，永臻股份已制定清晰的发展规划。技术层面，公司将与智元机器人联合研发镁合金等更轻质材料的应用技术，进一步满足机器人对轻量化与高性能的双重需求——当前智元远征A1机器人已实现55kg轻量化设计，未来材料升级将为更高性能机型奠定基础。

产能层面，公司计划逐步扩大机器人核心部件的供应规模，同时依托现有五大生产基地(江苏常州、辽宁营口、安徽滁州等)的产能基础，快速响应下游增长需求。东吴证券研究数据显示，2025至2035年全球人形机器人新增需求将从2.5万台激增至1163万台，年均复合增长率达84.67%，这一蓝海市场为永臻股份提供了广阔空间。

市场价值待重估机构关注度提升

值得关注的是，永臻股份当前53亿元的市值尚未充分体现其机器人业务的价值潜力。从估值对比来看，同为铝合金压铸件企业的嵘泰股份，在机器人业务早期阶段便获得116亿市值，而永臻股份作为已实现批量交付的头部供应商，业务价值被显著低估。

机构已敏锐捕捉到这一投资机会，9月以来嘉实、富国、中欧等多家知名基金公司密集调研永臻股份，机器人业务进展成为核心问询方向。随着公司机器人业务占比逐步提升，其“光伏+机器人”的双轮驱动格局将愈发清晰，业务结构的优化有望推动公司估值实现重估。未来，在技术优势、头部客户绑定及行业红利的多重支撑下，永臻股份的机器人业务有望成为公司业绩增长的核心引擎。

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