Industry
基地投运
Positive
Humanoid Robot Mass Production Accelerates: Changying Precision's Yibin Embodied Intelligence Component Base Begins Operations, First-Half Deliveries Surpass Last Year's Total at 860,000 Units
2026-09-02
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Impact score: 22
On September 2, Changying Precision's Embodied Intelligence Components (Southwest) Manufacturing Base commenced operations in Sanjiang New Area, Yibin, Sichuan. The facility features full-chain mass production capabilities for dexterous hand structural components, joint module housings, precision transmission parts, and torso/limb structures. In the first half of the year, revenue from embodied intelligence and emerging technology hardware reached RMB 243 million (up 537.64% year-over-year), with 860,000 humanoid robot component deliveries exceeding the full-year total for last year. Industry signals indicate a production ramp-up: Tesla's Optimus Gen3 has entered volume manufacturing (approximately 1,000 units per week in September), UBTech delivered 921 units in the first half, and Jintian Rongyu has begun small-batch supply of joint housings. As humanoid robots transition into the order fulfillment phase, the scale-up of precision metal structural components is driving demand for titanium alloy, aluminum alloy, and stainless steel powders.
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人形机器人量产冲刺：长盈精密宜宾具身智能零部件基地投运，上半年零组件交付86万件超去年全年
9月2日，长盈精密具身智能零部件（西南）制造基地在四川宜宾三江新区投运，具备灵巧手结构件、关节模组结构件、精密传动件、躯干及肢体结构件全链条量产能力；上半年具身智能与新兴科技硬件业务营收2.43亿元（同比+537.64%），人形机器人零组件交付86万件超去年全年。行业量产信号密集：特斯拉Optimus Gen3进入批量制造（9月单周约1000台）、优必选上半年销量921台、津荣天宇关节机壳小批量供货。人形机器人进入订单兑现期，精密金属结构件放量向钛合金/铝合金/不锈钢粉末需求传导。