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天奇股份(002009) - 中信证券股份有限公司关于天奇自动化工程股份有限公司2023年度以简易程序向特定对象发行A股股票持续督导保荐总结报告书
2025-05-09 08:01
中信证券股份有限公司关于 天奇自动化工程股份有限公司 2023 年度以简易程序向特定对象发行 A 股股票 持续督导保荐总结报告书 保荐人编号:Z20374000 申报时间:2025 年 5 月 | 公司名称 | 天奇自动化工程股份有限公司 | | --- | --- | | 英文名称 | Miracle Automation Engineering Co., Ltd. | | 法定代表人 | 黄斌 | | 注册地址 | 江苏省无锡市惠山区洛社镇洛藕路 号 288 | | 成立时间 | 年 月 日 1997 11 18 | | 注册资本 | 元 402,233,207 | | 统一社会信用代码 | 91320200240507994H | | 股票上市地 | 深圳证券交易所 | | A 股股票简称 | 天奇股份 | | A 股股票代码 | 002009.SZ 智能自动化系统工程的设计、制造、安装和管理,光机电一体化及环 | | 经营范围 | 保工程的设计、施工;智能装备和机器人的设计、制造;自营和代理 | | | 各类商品及技术的进出口业务;系统集成控制软件、工业控制软件及 | | | 电子计算机配套设备开发、 ...
天奇股份(002009) - 中信证券股份有限公司关于天奇自动化工程股份有限公司2024年度保荐工作报告
2025-05-09 08:01
中信证券股份有限公司 关于天奇自动化工程股份有限公司 2024年度保荐工作报告 | 保荐人名称:中信证券股份有限公司 | 被保荐公司简称:天奇股份 | | --- | --- | | 保荐代表人姓名:颜力 | 联系电话:025-83261254 | | 保荐代表人姓名:陈灏 | 联系电话:025-83261254 | 一、保荐工作概述 | 项目 | 工作内容 | | --- | --- | | 1.公司信息披露审阅情况 | | | (1)是否及时审阅公司信息披露文件 | 是 | | (2)未及时审阅公司信息披露文件的次数 | 无 | | 2.督导公司建立健全并有效执行规章制度的情况 | | | (1)是否督导公司建立健全规章制度(包括但不 限于防止关联方占用公司资源的制度、募集资金 | | | | 是 | | 管理制度、内控制度、内部审计制度、关联交易 | | | 制度) | | | | 是,根据2024年度内控自我评价报告、2024年 | | (2)公司是否有效执行相关规章制度 | 度内部控制审计报告,发行人有效执行了相关 | | | 规章制度。 | | 3.募集资金监督情况 | | | (1)查询公司募集 ...
天奇股份(002009) - 中信证券股份有限公司关于天奇自动化工程股份有限公司2024年度持续督导工作定期现场检查报告
2025-05-09 08:01
中信证券股份有限公司 关于天奇自动化工程股份有限公司 2024 年度持续督导定期现场检查报告 | 保荐人名称:中信证券股份有限公司 被保荐公司简称:天奇股份 | | --- | | (以下简称"中信证券"或"保荐人") | | 保荐代表人姓名:颜力 联系电话:025-83261254 | | 保荐代表人姓名:陈灏 联系电话:025-83261254 | | 现场检查人员姓名:颜力 | | 现场检查对应期间:2024 年 1 月 1 日-2024 年 12 月 31 日 | | 现场检查时间:2025 年 3 月 28 日、2025 年 4 月 17 日至 18 日、2025 年 4 月 24 | | 日至 25 日 | | 一、现场检查事项 现场检查意见 | | (一)公司治理 是 否 不适用 | | 现场检查手段:查阅了上市公司最新章程、三会议事规则及会议材料,取得上市 公司董事、监事、高级管理人员名单及其变化情况,取得上市公司关联方清单, | | 查阅关于公司控股股东、实际控制人、董事、监事、高级管理人员的信息披露文 | | 件及相关变更决策文件,查看上市公司生产经营场所,对上市公司高级管理人员 | | ...
天奇股份(002009) - 002009天奇股份投资者关系管理信息20250508
2025-05-08 11:08
Financial Performance - In 2024, the company achieved a total revenue of 296,028.43 million, a year-on-year decrease of 18.14%, with a net profit attributable to shareholders of -25,509.02 million, a reduction in losses by 15,989.38 million [13] - In Q1 2025, the company reported a consolidated revenue of 62,223.24 million, with a net profit of 4,230.16 million, showing significant year-on-year improvement [13] - The smart equipment segment generated 155,475.50 million in revenue for 2024, down 4.95%, while Q1 2025 revenue was 42,929.17 million, accounting for 68.99% of total revenue, up 18.71% year-on-year [13][14] - The lithium battery recycling segment reported 58,640.95 million in revenue for 2024, down 43.08%, with Q1 2025 revenue at 8,138.51 million, representing 13.08% of total revenue, down 24% year-on-year [14] Business Segments Performance - Smart Equipment: Q1 2025 revenue was 4.29 billion with a gross margin of 18.85%, domestic revenue was 3.31 billion and international revenue was 0.97 billion [4][6] - Lithium Battery Recycling: Q1 2025 revenue was 0.81 billion with a gross margin of 3.48% [4] - Heavy Machinery: Q1 2025 revenue was 0.75 billion with a gross margin of 14.36% [4] - Circular Equipment: Q1 2025 revenue was 0.27 billion with a gross margin of 17.55% [4] Strategic Initiatives - The company aims to achieve profitability in 2025, focusing on enhancing the smart equipment business and accelerating the application of humanoid robots in industrial settings [5] - Cost control measures include strict budget execution, procurement cost optimization, production cost reduction, and enhanced expense management [7] - The company is expanding its lithium battery recycling business by optimizing external partnerships and improving internal management to enhance production efficiency and capacity utilization [11][12] Market Opportunities - The lithium battery recycling industry is expected to grow significantly, with projected recovery volumes reaching 120,000 tons by 2025 and 600,000 tons by 2030 [17] - The company is leveraging opportunities in the smart equipment sector by partnering with well-known automotive manufacturers and expanding overseas market development [8][9] Collaboration and Innovation - The company is collaborating with partners like UBTECH and Galaxy General Robotics to develop humanoid robots for industrial applications, focusing on customized solutions and large-scale production [9][15] - The joint venture with Galaxy General Robotics aims to enhance the application of embodied intelligent robots in the automotive manufacturing sector [3]
剑指3000亿产业规模,机器人“武林大会”背后的无锡“野望”
Xin Lang Cai Jing· 2025-04-30 14:00
近年来,随着深度学习算法的进步及硬件成本的下降,机器人技术突飞猛进,在制造业、物流仓储等领 域应用日益广泛。然而,这些应用大多局限于特定场景下的重复性任务,并未真正触及复杂环境中的自 主操作能力。 不妨让机器人参与足球竞技、篮球投篮、格斗比赛?4月25日上午,首届具身智能机器人运动会在无锡 开幕,活动涵盖开幕式、竞技赛、应用赛等环节,现场展示了鸵鸟机器人、人形机器人、机器狗等,进 行了舞蹈、书法、足球等表演,观众还可与机器人互动。 100余家科研团队、知名企业及高校代表参与运动会,机器人数量超过150台。前后三天时间,活动不止 于竞赛和嘉年华活动展示,还围绕具身智能技术及产业创新发展主题举行了相关会议。 机器人投篮。微信公众号"无锡发布"图 而在早前的4月18日,无锡发布了建设"人工智能+"标杆城市行动计划,目标三年内人工智能产业规模超 3000亿元,产业集群企业增至200家。 打造"人工智能+"标杆城市,无锡底气何来? 一场"武林大会"对于无锡的意义 本次具身智能机器人运动会设置了竞速跑、越野跑、足球、篮球等竞技赛项目和搬运、智能抓取、室内 救援等应用赛项目,还安排了围棋、象棋、书法等人机互动项目和机器人售 ...
汽车拆解概念涨2.17%,主力资金净流入这些股
Zheng Quan Shi Bao Wang· 2025-04-29 08:56
Group 1 - The automotive dismantling concept sector rose by 2.17%, ranking 8th among concept sectors, with 17 stocks increasing in value [1] - Notable gainers in the automotive dismantling sector included Disenli and Tianqi Co., both reaching the daily limit, while Wuchan Zhongda, Huahong Technology, and Poly United also saw significant increases of 5.37%, 4.86%, and 3.41% respectively [1] - The sector experienced a net inflow of 7.1036 million yuan, with Tianqi Co. leading the inflow at 169 million yuan, followed by Disenli and Shanzigaoke with inflows of 71.5446 million yuan and 43.1881 million yuan respectively [2][3] Group 2 - The top stocks by net inflow ratio included Disenli at 47.70%, Tianqi Co. at 40.82%, and Yiqiu Resources at 15.71% [3] - The trading volume for Tianqi Co. was 168.6903 million yuan with a daily increase of 10.03%, while Disenli also increased by 10.03% with a trading volume of 71.5446 million yuan [3][4] - Other notable performers included Huahong Technology with a 4.86% increase and a trading volume of 587.28 million yuan, while GreenMe saw a slight decline of 0.33% with a trading volume of 100.462 million yuan [3][4]
dbg markets盾博:金价突然跳水,特朗普关税政策又有变化?
Sou Hu Cai Jing· 2025-04-29 06:22
Market Overview - A-shares continued to show a narrow fluctuation pattern with major indices displaying a mixed trend, where the Shenzhen Component Index, North China 50, and ChiNext Index experienced slight gains, while the Shanghai Composite Index and CSI 300 were dragged down by heavyweight sectors [1] - The overall market sentiment remained stable, but trading volume further shrank compared to the previous trading day, indicating a rise in cautiousness among investors [1] Sector Performance - The technology manufacturing sector, represented by humanoid robots and photovoltaics, became the focus of capital inflow, while traditional heavyweight sectors like consumption and finance continued to adjust [3] - Specific segments such as PEEK materials, POE films, and disperse dyes showed outstanding performance, with some stocks experiencing trading volumes several times higher than the previous day [3] Humanoid Robot Industry - The humanoid robot supply chain saw a surge in stock prices, particularly in the PEEK materials sector, which led the market with a significant increase [4] - The approval of national standards for humanoid robots, covering core technologies like environmental perception and motion control, marks a shift from chaotic growth to standardized development in the industry [4] - The trend towards "lightweight" humanoid robots is accelerating, with a forecasted demand for PEEK materials in China reaching 5,079 tons by 2027, corresponding to a compound annual growth rate of 16.8% [5] Photovoltaic Industry - The photovoltaic sector also performed actively, with POE films leading the gains, supported by strong data on new installations and exports [6] - In Q1, domestic photovoltaic installations reached 59.7 GW, a year-on-year increase of 30.5%, with March alone seeing a record 20.2 GW added, up 124.4% year-on-year [6] - The industry leader, Sunshine Power, reported a revenue of 19.036 billion yuan, up 50.92%, and a net profit of 3.826 billion yuan, up 82.52%, reinforcing market confidence [6] Gold Market - International gold prices experienced volatility, dropping below $3,310 per ounce, influenced by expectations of adjustments in U.S. auto tariffs [7] - If tariff adjustments are implemented, it could reduce cost pressures on automakers and alleviate inflation expectations, potentially diminishing gold's appeal as a safe-haven asset [9] Investment Strategy - The technology manufacturing sector attracted over 5 billion yuan in net inflow, while consumption and finance sectors saw a net outflow exceeding 3 billion yuan, indicating a preference for "new productive forces" [10] - Investment strategies should focus on three main areas: the humanoid robot supply chain, the photovoltaic industry, and the gold sector, particularly in the context of the Federal Reserve's interest rate cycle and geopolitical risks [10]
天奇自动化工程股份有限公司2025年第一季度报告
Shang Hai Zheng Quan Bao· 2025-04-29 04:00
Core Viewpoint - The company reported significant growth in revenue and net profit for the first quarter of 2025, driven by its intelligent equipment and new energy vehicle sectors, while also facing challenges in its lithium battery recycling business due to external market factors [5][6][8]. Financial Performance - The company achieved a consolidated revenue of 622.23 million yuan and a net profit attributable to shareholders of 42.30 million yuan in Q1 2025, marking a substantial year-on-year increase [5]. - The intelligent equipment business generated sales of 429.29 million yuan, accounting for 68.99% of total revenue, with a year-on-year growth of 18.71% attributed to increased overseas project revenues [6]. Business Segments - **Intelligent Equipment Business**: The segment's growth was supported by ongoing projects with major clients like BYD and Volvo, as well as a strong performance in the new energy vehicle market, which saw a 50.4% increase in production and sales [6][7]. - **Lithium Battery Recycling Business**: This segment reported a revenue of 81.39 million yuan, representing a 24% decline year-on-year, primarily due to the impact of cobalt export bans and rising cobalt prices [8]. - **Humanoid Robot Business**: The company established a humanoid robot division and signed an investment agreement with Beijing Galaxy General Robotics to develop intelligent industrial solutions [9][12]. Market Trends - The new energy vehicle industry is becoming a key driver of green transformation, with Chinese manufacturers expanding their international presence, particularly in Southeast Asia, Europe, and South America [7]. - The government is enhancing the regulatory framework for battery recycling, which is expected to improve the supply chain for lithium battery materials and support the industry's circular economy [8]. Shareholder Information - The company has approved a total external guarantee limit of 1.796 billion yuan for 2025, which is 92.78% of its latest audited net assets, with specific limits for subsidiaries based on their asset-liability ratios [23][31].
直线拉升!冲上20CM涨停板!
Zhong Guo Ji Jin Bao· 2025-04-29 03:23
Market Overview - The total trading volume of the Shanghai and Shenzhen stock markets exceeded 500 billion yuan, indicating strong market activity [1] - The A-share market opened slightly lower, with the Shanghai Composite Index down 0.07% and the Shenzhen Component Index up 0.03% [1] Sector Performance - The robotics sector showed significant strength, with related stocks experiencing sharp increases and some hitting the daily limit [6][12] - The chemical and chemical engineering sector also saw continuous gains, particularly in the PEEK materials segment, which performed strongly [14][15] - Electric power stocks faced a collective downturn, with several stocks hitting the daily limit down, including Shaoneng Co., Leshan Electric Power, and others [18] Notable Stocks - Stocks such as Aotuo Electronics, Yinbao Xingshan, and Tianqi Co. rapidly surged to their daily limit [12] - PEEK materials index rose by 8.73%, with a trading volume of 7.08 billion yuan, indicating strong investor interest [15] - Specific stocks like Fuheng New Materials and Jusa Long saw increases of over 20% [17] Investment Insights - According to Guojin Securities, the humanoid robot sector is entering a mass production phase, which is expected to benefit upstream core chemical new materials, including high-end engineering plastics like PEEK and others [17]
机器人概念股再度走强 方正电机等多股涨停
news flash· 2025-04-29 02:15
Core Viewpoint - The humanoid robot concept stocks have strengthened again, with several companies experiencing significant stock price increases, indicating a growing market interest and potential investment opportunities in the humanoid robotics sector [1] Group 1: Stock Performance - Companies such as Fangzheng Electric, Tianqi Co., Yinbao Shannong, Aoto Electronics, and Xinbeiyang have reached their daily price limits, reflecting strong investor confidence [1] - Zhongyan Co. saw an increase of over 10%, while Daye Co., Zhaoming Technology, Fule New Materials, Keda Manufacturing, Hanyu Group, and Hanwei Technology all rose by more than 5% [1] Group 2: Market Forecast - The National Local Co-construction Humanoid Robot Innovation Center predicts that humanoid robots will officially enter the general product sequence by 2026, with an expected production or sales threshold of 100,000 units [1] - This forecast suggests that humanoid robots will transition from niche applications to widespread use across various fields and scenarios by 2026 [1]