B · Normal
[Wolong Electric Drive: The revenue of related products terminally used in data centers does not exceed 2% but the growth prospects are good] On September 7, Wolong Electric Drive held a 2026 semi-annual performance briefing on the 7th and stated that the company is based on the foundation of the electric drive industry and continues to expand extended system solutions and full life cycle service solutions. At the same time, it strategically deploys cutting-edge industries such as data centers, embodied intelligent robots, and low-altitude economy to cultivate new momentum for development. During the reporting period, in the data center application field, the company has gas turbine generators, EC fans, PM permanent magnet motors, EMR permanent magnet-assisted synchronous reluctance all-in-one machines and other products that have entered data center terminal application scenarios through downstream equipment and equipment integrator customers. The operating revenue of related products used in terminals in data centers is still small, accounting for no more than 2% of total revenue. However, the demand is strong and the growth prospects are good. In the embodied intelligence track, the company's robot components and system application business (including industrial robot system solutions, bionic robot system solutions, industrial robots and bionic robot parts) operating revenue reached 325 million yuan, accounting for 4.35% of the company's operating revenue, a year-on-year increase of 49.18%.
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