在此背景下，埃夫特此次调价或是实现盈利修复的重要选择之一。2025年上半年，埃夫特工业机器人销 量同比增长近20%，市场占有率从5.4%提升至5.5%；报告期内，因行业价格竞争加剧，叠加公司针对战 略客户的定价策略，公司机器人业务收入同比下降7.44%，归属于母公司所有者的净利润为-1.52亿元。 1月29日，埃夫特智能机器人股份有限公司（以下简称"埃夫特"）通过官方微信公众号发布消息称，经 公司董事会与管理层多轮审慎评估、综合研判，决定对公司部分工业机器人整机产品售价进行优化调 整，调价幅度区间为5%至12%。本次价格调整的正式生效时间为2026年2月1日。 此次调价是受上游原材料与核心元器件价格上涨影响。埃夫特表示，近期，全球制造业供应链压力持续 攀升，以铜、铝等有色金属为代表的大宗原材料及存储类芯片价格大幅震荡上行，从去年年初至今，铜 价格上涨38%以上、铝价格上涨25%以上、存储类芯片价格上涨300%左右且还在持续上涨。 上海大学悉尼工商学院讲师王雨婷对《证券日报》记者表示，作为工业机器人企业，埃夫特产品的生产 制造对铜、铝等金属材料的用量大且依存度高，而存储类芯片价格上涨将直接推高其生产成本。 工业 ...

Core Viewpoint - The company has announced a price adjustment for certain industrial robot products due to significant increases in raw material costs and supply chain pressures in the global manufacturing sector [1] Group 1: Price Adjustment Announcement - The company will adjust the prices of some industrial robot products by 5% to 12% [1] - The price adjustment will take effect on February 1, 2026 [1] Group 2: Cost Drivers - The increase in costs is attributed to rising prices of raw materials, particularly non-ferrous metals like copper and aluminum, which have risen by over 38% and 25% respectively since the beginning of last year [1] - Storage chip prices have surged approximately 300% and continue to rise [1]

Group 1 - The core viewpoint of the news highlights significant projected profit increases for various companies in 2025, driven by rising production and sales in precious metals and advancements in technology sectors [1][3]. Group 2 - Xiaocheng Technology anticipates a net profit increase of 93%-179% year-on-year in 2025, with growth in gold production, sales, and international gold prices [1]. - Hunan Silver expects a net profit increase of 67.88%-126.78% in 2025, supported by rising silver and gold production and sales [3]. - Industrial Fulian projects a 56%-63% year-on-year increase in net profit for Q4 2025, with AI server revenue growth exceeding 50% quarter-on-quarter and over 5.5 times year-on-year [3]. - Keda Xunfei forecasts a net profit increase of 40%-70% in 2025, benefiting from the scaling of artificial intelligence applications [3]. - Albitex anticipates a net profit increase of 100.96% in 2025, primarily due to its focus on aerospace and expansion into the civilian market [3]. - Companies like Hainan Mining and Meixin Sheng are also making strategic acquisitions and investments to enhance their market positions [3].

截至2026年1月28日收盘，埃夫特(688165)报收于22.57元，上涨0.0%，换手率0.0%，成交量0.0手，成交 额0.0万元。 公司公告汇总 埃夫特关于自愿披露全资孙公司获得日常经营重大订单的公告 埃夫特智能机器人股份有限公司全资孙公司Autorobot近期获得境外客户A关于汽车产线建设的销售订 单，订单总金额折合人民币约2.5亿元，按照欧元对人民币汇率8.2355计算。订单自生效之日起履行，执 行周期为2026年至2029年，项目收入将按执行进度分年度确认。该订单属于公司日常经营业务，预计对 公司2026年至2029年业绩有积极影响，但不构成重大影响。公司已履行内部审批流程，无需提交董事会 或股东会审议。因涉及商业秘密，相关信息已按规定履行信息披露豁免程序。订单履行过程中存在变 更、中止、不可抗力、交付延迟及成本上升等风险。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 来自【公司公告汇总】：埃夫特全资孙公司Autorobot获境外客户A汽车产线建设订单，总金额约 2.5亿元，执行周期为2026年至2029年。 来自 ...

钛媒体App 1月28日消息，埃夫特公告称，公司下属全资孙公司Autorobot收到客户关于汽车产线建设的 采购订单，订单总金额折合人民币约2.5亿元。该订单属于公司日常经营业务，预计对公司2026年度至 2029年度业绩有积极影响，但不会构成重大影响。订单履行过程中可能存在订单变更、中止、终止或不 可抗力等风险，以及公司未能按时交付、供货或提供服务导致违约责任的风险。此外，订单执行周期长 且跨国域交付，可能面临原材料及人力成本上升、关税政策变化等风险，影响订单利润。（公司公告） ...

格隆汇1月28日丨埃夫特(688165.SH)公布，公司下属全资孙公司Autorobot近日收到客户关于汽车产线建 设的采购订单折合人民币约2.5亿元（按照欧元对人民币汇率8.2355计算）。 ...

证券代码：688165 证券简称：埃夫特 公告编号：2026-005 埃夫特智能机器人股份有限公司关于自愿披露 全资孙公司获得日常经营重大订单的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 订单类型：销售订单 订单金额：订单总金额折合人民币约 2.5 亿元（按照欧元对人民币汇率 8.2355 折算计算） 订单生效条件：收到客户正式采购订单（Purchase Order）生效 一、审议程序情况 公司下属全资孙公司 Autorobot 近日收到客户关于汽车产线建设的采购订单 折合人民币约 2.5 亿元（按照欧元对人民币汇率 8.2355 计算）。 本订单为 Autorobot 日常经营性订单，根据《上海证券交易所科创板股票上 市规则》《埃夫特智能机器人股份有限公司章程》等相关规定，公司已履行了签 署本订单相应的内部审批流程，该事项无需提交公司董事会、股东会审议批准。 订单履行期限：自订单生效之日起至采购订单义务履行完成 对上市公司当期业绩的影响：本次交易属于公司下属全资孙公司 "AUTOROBOT-ST ...

Group 1 - Efort Intelligent Equipment Co., Ltd. is planning to acquire a stake in Shanghai Shengpu Fluid Equipment Co., Ltd. through a combination of issuing shares and cash payments [1][4] - Efort has announced a projected net loss of 450 million to 550 million yuan for the fiscal year 2025 [3][8] - The acquisition aims to enhance business synergy, although the company clarified that there is no direct connection between the acquisition and Shengpu's previous IPO withdrawal [5][6] Group 2 - Efort's financial performance has been declining, with revenues of 1.328 billion yuan in 2022, 1.886 billion yuan in 2023, and a projected 1.373 billion yuan in 2024, reflecting a decrease of 27.21% [7][8] - The company has reported continuous net losses, with a net loss of 1.73 billion yuan in 2022 and an expected loss of 4.5 billion to 5.5 billion yuan in 2025 [7][8] - Efort's revenue decline is attributed to a decrease in system integration business and challenges in overseas operations, including significant losses in its overseas system integration business [8][9]

1月27日，埃夫特（688165.SH）同步抛出两份牵动市场神经的公告。 但这一系列的动作未带来预期的营收增长和利润贡献，反而成为拖累业绩的包袱。埃夫特在其2024年年 报中坦言："截至2024年12月31日，公司合并报表商誉账面价值为19,102.20万元（已计提商誉减值准备 13,083.94万元），占公司合并报表总资产 5.25%，主要系公司2015年以来先后收购了 CMA、 EVOLUT、WFC所致。" 虽然业绩或许没达预期，但在埃夫特看来通过海外资产的收购，至少拓宽了公司的业务范围，在2024年 年报中埃夫特还指出，通过海外的收购"在全球范围内逐步积累了汽车工业、航空及轨道交通业、汽车 零部件及其他通用工业的客户资源"。 如今，在自身尚未摆脱亏损泥潭的情况下，埃夫特再次将目光投向收购IPO折戟标的，市场上质疑的声 音似乎更多，不过交易标的的审计、评估工作尚未完成，交易价格尚未确定，后续还需提交公司董事 会、股东会审议，并经监管机构批准，能否顺利落地仍存变数。 一边是上市公司披露了业绩惨淡的2025年年度业绩预告，预计全年归母净亏损将进一步扩大至4.5亿至 5.5亿元。另一边，埃夫特宣布筹划发行股份及 ...

Core Viewpoint - Efort (688165) is planning to acquire Shengpu Co., Ltd. through a combination of issuing shares and cash payments, following Shengpu's halted IPO on the ChiNext board over a year ago [2][5] Group 1: Efort's Acquisition Plans - Efort has signed a share acquisition intention agreement to gain control of Shengpu Co., Ltd. through issuing shares and cash payments [2] - The transaction is not expected to constitute a major asset restructuring or related party transaction, and Efort's stock has been suspended from trading since January 27, 2026, for up to 10 trading days [2][4] Group 2: Shengpu Co., Ltd. Overview - Shengpu Co., Ltd. specializes in the research, production, and sales of precision fluid control equipment and core components, with over 90% of its revenue coming from products used in the photovoltaic sector [2][5] - The company faced scrutiny during its IPO application regarding its reliance on major suppliers and the quality of its self-produced components [5] Group 3: Efort's Financial Performance - Efort has projected a net loss of between 450 million to 550 million yuan for 2025, representing an increase in losses of 186.34% to 249.97% year-on-year [5][6] - The decline in Efort's overseas system integration business has been significant, with overall revenue dropping by over 50% and negative gross margins reported [6] Group 4: Transaction Context - The acquisition may create business synergies as both companies operate in the automotive, photovoltaic, and new energy sectors [5] - Shengpu's controlling shareholder, Shanghai Zhijian Industrial Development Co., Ltd., holds a 60.56% stake in the company, with the actual controllers being Fu Jianyi and Liu Yan [7]