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Chinese robotics — Company news discovery·· 5 days agoSignalEditorial score75

Different Group Plans to Acquire Majority Stake in Huizhou Longde Technology

从“奶娃”到“造机器人”,不同集团拟收购微电机企业

Summary

Different Group (06090.HK) announced plans to acquire approximately 51% of Huizhou Longde Technology Co., Ltd., a manufacturer of micro-motors including brushless, brushed, and stepper motors. The acquisition follows an eight-month strategic sequence involving the establishment of robotics subsidiaries, partnerships for scenario validation, and supply agreements aimed at building physical AI capabilities for home scenarios. While market reactions initially framed the move as traditional vertical integration, the company positions Longde's motor technology as a critical component for its transition into embodied AI hardware execution.

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机器人自动化早已是其产品的应用场景之一,无刷和有刷电机就是它在这个领域下主供的品类,公司已成为菲亚兰德、普渡机器人、傅利叶机器人等供货商。

Open source S12

再往深看,龙德科技已经在为“具身机器人”做组织准备:2023年起,公司布局智能机器人,2025年成立人形机器人事业部,2026年管理层明确将“具身机器人新赛道”列为重点方向。

Open source S13

3月,创造不同机器人有限公司成立,与国内头部具身智能公司合作,聚焦于产品定义、场景落地与制造转化。

Open source S16

4月,创造不同机器人(宁波)有限公司成立,6月底进入试生产验证,四季度正式投产。

Open source S17

7月,与上纬新材签署五年战略合作协议,涉及材料选型、高端制造与整机组装、机器人产品联合研发及产业投资并购,明确指向“具身智能消费新生态”,解决“整机能力从哪来”。

Open source S20

短短 八个月 时间 ,不同集团完成了一次身份要素的重新组装:搭具身智能接口、备整机产能、找场景验证、落到核心部件自主化。

Open source S23

2026年7月,惠州市工信局还将龙德电机列入当地机器人核心零部件企业名单。

Open source S14

多个动作指向同一个判断: 龙德 科技 在机器人场景里已有产品、组织和产业链位置 , 而其 电机技术栈恰好卡在物理AI执行层的关键环节上 。

Open source S15

Source:Chinese robotics — Company news discovery · news.bjd.com.cn

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