格隆汇8月12日丨永达股份(001239.SZ)在投资者互动平台表示，公司控股子公司金源装备主营高速重载大型齿轮锻件，仅少量通用重载传动锻件可适配工业机器人传动场景，该类产品规格、精度、应用场景与宇树机器人、机甲重机所需人形机器人轻量化关节零部件存在显著差异，公司并未向上述两家企业供货；目前机器人相关配套业务体量极小，暂无明确新增机器人类客户，公司核心客户集中于风电、工程机械、轨道交通传动龙头企业。公司始终聚焦主营业务，未针对性拓展人形机器人供应链，若后续机器人配套业务出现重大客户突破，公司将严格按照深交所上市规则及时履行信息披露义务。
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