According to data from Dongfang Fortune Choice, as of the deadline of August 26th, a total of 106 listed
Automotive Parts companies have disclosed their semi annual reports for 2025, of which 57 companies have achieved dual growth in revenue and net profit, accounting for over 50%.
The Securities Daily reporter noticed that while the business performance is steadily increasing, many listed automotive parts companies are actively expanding into the field of robotics and embracing the new wave.
Gong Tao, Chairman of Shenzhen Zhongjinhua Innovation Fund, said in an interview with Securities Daily: "The rapidly growing new energy vehicle field is currently the core driving force for the performance growth of automotive parts companies. At the same time, in recent years, the technological iteration and industrial investment in the field of artificial intelligence are accelerating, and the multi trillion yuan robot market needs to be expanded. In addition, many core component manufacturing equipment between automotive parts and the robot industry can be used interchangeably. Therefore, various manufacturers are laying out in the robot field in order to become a new engine to drive their performance
Benefiting from the prosperous supply and demand of the automotive industry chain
On the evening of August 25th, Chengdu Xiling Power Technology Co., Ltd. (hereinafter referred to as "Xiling Power"), a listed company in the automotive parts industry, released its semi annual report for 2025. In the first half of the year, the company achieved a revenue of 865 million yuan, a year-on-year increase of 19.66%; The net profit attributable to shareholders of the listed company was 55.8595 million yuan, a year-on-year increase of 130.08%, achieving dual growth in revenue and net profit.
Reporters have found that as of August 26th, over 50% of listed automotive parts companies that have disclosed their semi annual performance reports for 2025 achieved both revenue and net profit growth in the first half of the year. Among them, Zhejiang Fute Technology Co., Ltd. ranked first in revenue growth in the first half of the year, achieving a revenue of 1.474 billion yuan with a growth rate of 122.64%; Wuhan Lingdian Automotive Electronic Control System Co., Ltd. (hereinafter referred to as "Lingdian Electronic Control"), Zhejiang Zhengyu Industrial Co., Ltd., Shandong Jinqilin Co., Ltd. and other seven companies have all achieved a net profit growth rate of over 100%. Lingdian Electronic Control currently ranks first with a net profit growth rate of 481.88%.
According to data from the China Association of Automobile Manufacturers, from January to June 2025, the production and sales volume of China's automobile industry reached 15.621 million and 15.653 million respectively, an increase of 12.5% and 11.4% year-on-year, respectively. Among them, the production and sales volume of new energy vehicles reached 6.968 million and 6.937 million respectively, an increase of 41.4% and 40.3% year-on-year, and the sales volume of new energy vehicles reached 44.3% of the total sales volume of new vehicles.
The growth in demand for new energy vehicles is driving the mid-term performance of automotive parts companies to improve. Sichuan Chuanhuan Technology Co., Ltd.,
Automotive Transmission Shifting System Components，
planetary gear shafts for new energy differentials。known as the "automotive hose supermarket" in the industry, achieved year-on-year growth in revenue and net profit in the first half of the year. The company mentioned in its semi annual report that in the first half of 2025, benefiting from the growth of demand in the automotive industry, especially in the new energy vehicle industry, the supply and demand of the industry chain will be enhanced, and the company will fully leverage its business scale effect, achieving significant growth in sales performance.
The rapid growth of independent new energy vehicles in the downstream of the automotive parts industry also brings development opportunities for domestic auto parts supply chains to replace overseas component manufacturers, "said Xu Minsui, partner of Chengluo (Shanghai) Investment Management Center, in an interview with Securities Daily.
Intensify the layout of the robot industry
The reporter noticed that automotive parts companies are increasingly expanding their layout in the robotics industry. Specifically, on August 25th, the official WeChat public platform of Xiling Power announced that the unveiling ceremony of the joint laboratory between the company and Zhejiang Humanoid Robot Innovation Center was held in Chengdu on August 22nd. Both parties will fully leverage their respective advantages in their respective fields to promote research on intelligent robot component matching and scenario applications, including but not limited to the use of a "zero and whole" development model based on Xiling Power's production foundation, running through the core components of robots (such as reducers, joint modules, etc.) to the entire machine, achieving research and development standardization and manufacturing industrialization.
Wantong Intelligent Control Technology Co., Ltd. signed a joint construction agreement with Zhejiang University in April 2025 for the establishment of the "Zhejiang University Wantong Intelligent Control Vehicle Intelligent Perception Joint Research and Development Center". The aim is to leverage the rich experience and research advantages of the Zhejiang University team in related fields, and extend the company's accumulated sensor technology, digital information control technology, and communication technology to the field of embodied intelligent perception.
Shenzhen Haoen Automotive Electronic Equipment Co., Ltd. stated in its latest investor relations activity record that the company has established a robot subsidiary, which currently mainly involves perception system products, including ultrasonic modules, RGBD depth cameras, solid-state LiDAR, and will expand to tactile sensors, electronic skin, multi-dimensional force sensors and other directions in the f
In addition, Chengdu Haoneng Technology Co., Ltd. announced on August 13, 2025 that in order to accelerate the layout and construction progress of related industries such as high-precision reducers and joint drive assemblies for robots, it plans to increase the capital of the project company by 100 million yuan with its own funds.
Xu Minsui stated that many components of robots, such as die-casting parts, wiring harnesses, transmission devices, motors, laser radar, and vision systems, overlap highly with the automotive industry chain. Therefore, laying out the robot track has become the first choice for many automotive parts manufacturers.
With the rapid development of technology, the field of robotics is becoming a new economic growth point and industrial transformation direction. Automotive parts companies actively embrace this new wave and have multiple advantages, "Yuan Shuai, Deputy Secretary General of Zhongguancun Internet of Things Industry Alliance, told Securities Daily reporters. Automotive parts companies have accumulated rich experience and technology in manufacturing processes, precision machining, quality control, and other aspects, and these advantages can be well transferred to the manufacturing of robot parts, which helps to improve the quality and performance of robot products. At the same time, by expanding into the field of robotics, automotive parts companies can expand their business scope, reduce dependence on the traditional automotive market, and diversify operational risks. In terms of prospects, the robot market has enormous potential, especially in the fields of industrial automation and service robots, where demand continues to grow. Automotive parts companies entering this field are expected to share the dividends brought by the development of the robotics market, and achieve diversified and sustainable development of their own businesses.uture. The products can be used in the service robot and humanoid robot business directions.
