Ningbo PIA Automation (688306)

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均普智能发展逐步多元化 具身智能机器人业务实现突破式进展
Zheng Quan Ri Bao Wang· 2025-08-23 04:13
Core Insights - Junpu Intelligent achieved a revenue of 1.032 billion yuan in the first half of 2025, with a backlog of orders amounting to 3.464 billion yuan, indicating stable business development [1] - The company secured new orders worth 1.112 billion yuan, representing a year-on-year growth of 20.22%, with non-automotive orders in the medical and high-end consumer goods sectors reaching 445 million yuan, accounting for approximately 40% of total new orders [1] Group 1: Medical Sector Developments - In the medical health sector, Junpu Intelligent successfully won a project for the production line of continuous glucose monitoring (CGM) sensors for an internationally leading diagnostic equipment manufacturer, with an annual design capacity of 15 million units [1] - The company established a strategic partnership with a leading domestic medical enterprise to jointly develop key platform cam technology for insulin injection pens [1] - The acquisition of the first fully automated production line project for insulin injection pens and automatic injectors signifies the market recognition of Junpu Intelligent's technological strength in high-value medical consumables intelligent manufacturing [1] Group 2: High-End Consumer Goods Innovations - In the high-end consumer goods sector, Junpu Intelligent's innovative achievements include the successful application of its self-developed "multi-blade intelligent assembly process" for an international brand's razor blade assembly order [1] - The company received an order for a flexible assembly line for high-end electric toothbrush drive units, which received high praise from the client [1] Group 3: Robotics Advancements - Junpu Intelligent's humanoid robot "Jarvis 2.0" successfully completed a multimodal upgrade, integrating various AI models such as large language models (LLM) and visual language models (VLM), enabling multilingual dialogue, voice command control, and visual guidance for object handling [2] - The "Jarvis Lightweight 1.0" version has been officially delivered to Tsinghua University and other institutions for research and teaching purposes [2] - The joint venture between Junpu Intelligent's Ningbo Junpu Artificial Intelligence and Humanoid Robot Research Institute and Zhiyuan Robotics has officially commenced operations, with the first mass production pilot line achieving production [2] - By the end of June, the joint venture received over 28 million yuan in orders for humanoid robot production and sales, with three models of embodied intelligent robots currently in production [2]
上半年医疗、机器人等非汽车业务新接订单占比近四成,均普智能多元业务引领增长
Zheng Quan Shi Bao Wang· 2025-08-23 04:05
Core Insights - Junpu Intelligent (688306.SH) reported a 20.22% year-on-year increase in new orders, totaling 1.112 billion yuan, with non-automotive orders in medical and high-end consumer goods reaching 445 million yuan, a 46.60% increase [1] - The company achieved an operating revenue of 1.032 billion yuan, with a total profit increase of 17.39% and a non-recurring net profit increase of 34.59% [1] - The gross profit margin improved to 20.05%, up 2.81 percentage points year-on-year, reflecting enhanced project management and global supply chain optimization [1] Automotive Business - Junpu Intelligent continues to maintain robust growth in its core automotive business while expanding into powertrain, electric drive systems, and autonomous driving sectors [2] - The company secured an order for an automated assembly testing line from a leading international new energy giant, utilizing innovative "AI+" vision and water-cooled tooling technology [2] - Collaborations with leading companies in the field of electronic mechanical braking (EMB) and control systems have been established, enhancing its competitive edge [2] Non-Automotive Growth - Non-automotive sectors, particularly medical health and high-end consumer goods, are emerging as new growth engines, with significantly higher gross margins compared to traditional automotive business [3] - In the medical sector, Junpu Intelligent won a project for continuous glucose monitoring sensor production lines, with an annual design capacity of 15 million units [3] - The company has also developed key technologies for insulin injection pens and automated production lines, gaining market recognition in high-value medical consumables [3] Robotics Development - The humanoid robotics division made significant advancements, with the "Jarvis 2.0" system integrating multiple AI models for enhanced functionality [4] - The company successfully developed a humanoid robotic arm prototype capable of handling 10 kg loads and is progressing on the development of bipedal robot modules [4] - Custom solutions for specialized applications have passed environmental adaptability tests, establishing a technological barrier for long-term business development [4] Commercialization and Strategic Partnerships - Junpu Intelligent's humanoid robotics research institute has launched operations, focusing on mass production and technology development, with an annual production capacity of 1,000 units [5] - The company has formed strategic partnerships with various robotics firms and academic institutions to co-develop cutting-edge technologies and applications [5] - These collaborations aim to enhance market expansion and create a win-win ecosystem, supporting the company's global strategic development [5]
半年报看板丨均普智能上半年非汽车业务成新引擎 具身智能机器人量产落地
Xin Hua Cai Jing· 2025-08-23 03:44
Core Insights - Junpu Intelligent reported a revenue of 1.032 billion yuan for the first half of the year, with a profit increase of 17.39% year-on-year and a non-recurring net profit increase of 34.59% [1] - The company secured new orders worth 1.112 billion yuan, a year-on-year growth of 20.22%, with non-automotive sectors like healthcare and high-end consumer goods contributing significantly [1] - The chairman highlighted improvements in operational quality and profitability due to enhanced project management, global supply chain optimization, and strengthened headquarters control [1] Financial Performance - Revenue for the first half reached 1.032 billion yuan [1] - Total profit increased by 17.39% year-on-year [1] - Non-recurring net profit rose by 34.59% year-on-year [1] Order and Business Development - New orders amounted to 1.112 billion yuan, reflecting a 20.22% increase year-on-year [1] - Non-automotive new orders reached 444.5 million yuan, accounting for nearly 40% of total new orders, with a growth of 46.60% [1] - Significant contributions from healthcare and high-end consumer goods sectors, with a notable gross margin advantage over traditional businesses [1] Technological Advancements - Junpu Intelligent made breakthroughs in its embodied intelligent robot business, including the successful upgrade of the humanoid robot "Jarvis 2.0" [2] - The company developed a humanoid robot arm prototype with a load capacity of 10 kg and completed the first quadruped robot prototype [2] - A joint venture, Puzhi Robotics, was established to focus on humanoid robot mass production and technology development, with an annual production capacity of 1,000 units [2] Strategic Collaborations - The company formed global strategic partnerships with various robotics firms to expand collaborative robot applications and joint research [2] - Collaborations include working with Tsinghua University on cutting-edge technologies such as electronic skin and brain-machine interfaces [2] - A strategic partnership with Enli Power aims to advance solid-state battery technology for robotics and low-altitude economy applications [2]
均普智能(688306.SH):上半年净亏损2776.7万元
Ge Long Hui A P P· 2025-08-22 14:36
Group 1 - The core viewpoint of the article is that Junpu Intelligent (688306.SH) reported a decline in revenue and net profit for the first half of 2025 compared to the previous year [1] - The company achieved operating revenue of 1.032 billion yuan in the first half of 2025, representing a year-on-year decrease of 7.86% [1] - The net profit attributable to the parent company for the same period was -27.767 million yuan [1] Group 2 - The gross profit margin for the first half of 2025 was 20.05%, which is an increase of 2.81 percentage points year-on-year [1] - Compared to the full-year gross profit margin of 19.23% in 2024, there was an improvement of 0.82 percentage points [1] - As of the end of the reporting period, the company signed new orders worth 1.112 billion yuan in the first half of 2025, with non-automotive business orders accounting for 444.5 million yuan [1] - The total backlog of orders stood at 3.464 billion yuan [1]
均普智能:四足机器人样机已完成开发
Di Yi Cai Jing· 2025-08-22 14:16
Group 1 - The core point of the article is that Junpu Intelligent has completed the development of its first quadruped robot prototype and has made significant progress in its humanoid robot project [1] - The total investment for the quadruped robot project is expected to be 982,400 yuan, with a current cumulative investment of 236,100 yuan [1] - Junpu Intelligent's humanoid robot "Jarvis 2.0" has successfully completed a multimodal upgrade, and the "Jarvis Lightweight 1.0" version has been officially delivered to Tsinghua University and other universities for research and teaching purposes [1]
均普智能(688306) - 宁波均普智能制造股份有限公司关于召开2025年第四次临时股东大会的通知
2025-08-22 13:44
证券代码:688306 证券简称:均普智能 公告编号:2025-060 宁波均普智能制造股份有限公司 关于召开2025年第四次临时股东大会的通知 本公司董事会及全体董事保证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: 一、 召开会议的基本情况 (一) 股东大会类型和届次 2025年第四次临时股东大会 (三) 投票方式:本次股东大会所采用的表决方式是现场投票和网络投票相结 合的方式 (四) 现场会议召开的日期、时间和地点 召开日期时间:2025 年 9 月 8 日14 点 00 分 召开地点:浙江省宁波市高新区清逸路 99 号 4 号楼 (五) 网络投票的系统、起止日期和投票时间。 网络投票系统:上海证券交易所股东大会网络投票系统 网络投票起止时间:自2025 年 9 月 8 日 至2025 年 9 月 8 日 采用上海证券交易所网络投票系统,通过交易系统投票平台的投票时间为股 股东大会召开日期:2025年9月8日 本次股东大会采用的网络投票系统:上海证券交易所股东大会网络投票 系统 (二) 股东大会召集人:董事会 东大会召开当日的交 ...
均普智能(688306) - 宁波均普智能制造股份有限公司第二届监事会第二十四次会议决议公告
2025-08-22 13:44
688306 2025-055 本公司及监事会全体成员保证信息披露的内容真实、准确和完整,没有虚 假记载、误导性陈述或重大遗漏。 一、 监事会会议召开情况 具体内容详见公司同日在上海证券交易所网站(www.sse.com.cn)披露的 《2025年半年度募集资金存放、管理与实际使用情况的专项报告》(公告编 号:2025-056)。 3、审议并通过《关于续聘2025年度会计师事务所的议案》 宁波均普智能制造股份有限公司(以下简称"公司")第二届监事会第二 十四次会议于 2025 年 8 月 11 日以电子邮件形式发出通知,并于 2025 年 8 月 21 日以现场结合多种通讯的方式召开。与会各位监事已知悉与所议事项相关的 必要信息。监事会主席陈波女士主持本次会议,本次会议应出席监事 3 名,实 际出席监事 3 名。本次会议的召集和召开程序符合《公司法》和《公司章程》 的相关规定。 二、 监事会会议审议情况 1、审议并通过《关于公司<2025年半年度报告>及其摘要的议案》 经审核,监事会认为董事会编制的《2025年半年度报告》及摘要符合法律、 行政法规和中国证监会的规定,内容真实、准确、完整地反映了公司2025年 ...
均普智能(688306) - 宁波均普智能制造股份有限公司第二届董事会第三十六次会议决议公告
2025-08-22 13:43
688306 2025-054 本公司董事会及全体董事保证信息披露的内容真实、准确和完整,没有虚 假记载、误导性陈述或重大遗漏。 一、 董事会会议召开情况 宁波均普智能制造股份有限公司(以下简称"公司")第二届董事会第三 十六次会议于2025年8月11日以电子邮件形式发出通知,并于2025年8月21日在 公司会议室以现场结合多种通讯的方式召开。本次会议由董事长刘元先生主持, 会议应出席董事9名,实际出席董事9名。本次会议的召集和召开程序符合《公 司法》和《公司章程》的相关规定。 二、 董事会会议审议情况 1、审议并通过《关于公司<2025年半年度报告>及其摘要的议案》 经审核,董事会认为公司《2025年半年度报告》及摘要的编制和审议程序 符合相关法律、法规及《公司章程》等内部规章制度的规定,包含的信息公允、 全面、真实地反映了公司本报告期的财务状况和经营成果等事项,所披露的信 息真实、准确、完整,不存在虚假记载、误导性陈述或重大遗漏。 本议案已经公司董事会审计委员会审议通过。 具体内容详见公司同日在上海证券交易所网站(www.sse.com.cn)披露的 《2025 年半年度报告》及《2025 年半年度报告摘 ...
均普智能(688306) - 国泰海通证券股份有限公司关于宁波均普智能制造股份有限公司部分募投项目增加实施主体及开立募集资金专户的核查意见
2025-08-22 13:41
国泰海通证券股份有限公司 关于宁波均普智能制造股份有限公司 部分募投项目增加实施主体及开立募集资金专户 的核查意见 国泰海通证券股份有限公司(以下简称"国泰海通"或"保荐人")作为宁波均 普智能制造股份有限公司(以下简称"均普智能"或"公司")首次公开发行股票并 在科创板上市的保荐人,根据《证券发行上市保荐业务管理办法》《上市公司募 集资金监管规则》《上海证券交易所科创板上市公司自律监管指引第 1 号——规 范运作》《上海证券交易所科创板股票上市规则》等有关法律法规和规范性文件 的要求,对均普智能部分募投项目增加实施主体及开立募集资金专户的事项进行 了核查,核查情况如下: 一、募集资金基本情况 中国证券监督管理委员会于 2022 年 1 月 18 日核发《关于同意宁波均普智能 制造股份有限公司首次公开发行股票注册的批复》(证监许可[2022]125 号), 公司获准以首次公开发行方式向社会公众发行人民币普通股(A 股)30,707.07 万 股,发行价格 5.08 元/股,募集资金总额为人民币 1,559,919,156.00 元,扣除各项 发行费用后的实际募集资金净额为人民币 1,418,966,238.9 ...
均普智能:上半年实现营业总收入10.32亿元 新签订单11.12亿元
Zheng Quan Shi Bao Wang· 2025-08-22 13:33
人民财讯8月22日电,均普智能(688306)8月22日晚间发布半年报,2025年上半年实现营业收入10.32亿 元,同比下降7.86%;归母净利润-2776.7万元。2025年半年度毛利率为20.05%,同比提升2.81个百分 点,较2024年全年毛利率19.23%相比提升0.82个百分点。截至报告期末,公司2025上半年新签订单 11.12亿元,其中非汽车业务订单4.45亿元,在手订单34.64亿元。 ...