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拓邦股份:公司高度重视业务结构的持续优化与核心竞争力的提升
Core Viewpoint - The company emphasizes the continuous optimization of its business structure and enhancement of core competitiveness, focusing on high value-added areas and innovative applications [1] Group 1 - The company has proactively optimized its product structure in the first half of 2025, reducing low-margin and homogeneous product categories [1] - The company aims to build differentiated advantages through technological iteration and scene adaptation in new business areas [1] - The company is pushing for the development of products towards systematization and integration [1]
拓邦股份(002139.SZ):储能产品目前以场景应用为主,电芯产能根据市场需求进行产能配置
Ge Long Hui· 2025-10-16 09:49
Core Viewpoint - The company is focusing on energy storage products primarily for specific applications and is adjusting battery cell production capacity based on market demand [1] Group 1: Business Operations - The company has made progress in new business areas such as robotics and is committed to increasing investment in innovation [1] - The company maintains a stable fundamental base while actively seeking investment opportunities in the upstream and downstream supply chain [1] Group 2: Strategic Outlook - The company believes that through clear strategic positioning, continuous technological innovation, and a sound operational strategy, its intrinsic value will eventually be recognized by the market [1]
拓邦股份(002139.SZ):为车载激光雷达提供高精度直流无刷电机,且已量产上车超过百万台
Ge Long Hui· 2025-10-16 09:49
Core Viewpoint - The company, Tuobang Co., Ltd. (002139.SZ), is providing high-precision DC brushless motors for automotive LiDAR, with over one million units already in mass production [1] Group 1: Product and Technology - The DC brushless motors supplied by the company are used in mirror-type LiDAR systems, which currently lead in detection distance and accuracy within automotive-grade standards [1] - The technology is also compatible with robotic applications, depending on downstream customer demand [1] Group 2: Market Strategy - The company is actively promoting its motor solutions to potential customers in related fields [1]
拓邦股份:海外生产基地的运营中践行“Local for Local”理念
Zheng Quan Ri Bao Wang· 2025-10-16 09:46
Core Viewpoint - The company is implementing a "Local for Local" strategy in its overseas production bases, focusing on building localized production capabilities and service systems [1] Group 1: Localization Strategy - The company leverages a global supply chain system to achieve flexible allocation, balancing domestic advantages with local procurement needs [1] - The overseas factories have strong local delivery capabilities, allowing for quick responses to local market demands [1] - Localized operations enable the company to provide products and services that better meet regional customer needs, facilitating a shift from manufacturing overseas to market expansion [1] Group 2: Global Production Base - The layout of global production bases effectively addresses changes in the international trade environment [1] - Multi-regional capacity layout helps mitigate the impact of tariff policies [1] - This strategy supports the company's competitiveness amid the restructuring of global industrial chains [1]
拓邦股份:运动控制卡需要满足高速高精度的要求,具有一定的技术壁垒
Zheng Quan Ri Bao Wang· 2025-10-16 09:45
Core Viewpoint - Tuobang Co., Ltd. (002139) highlighted the technical barriers in the production of motion control cards due to the high-speed and high-precision requirements of semiconductor manufacturing [1] Group 1 - The company responded to investor inquiries on October 16 regarding the technical challenges in the semiconductor sector [1] - Motion control cards are essential components that must meet stringent performance standards, indicating a competitive edge in technology [1]
拓邦股份:液冷技术原理相通,但因应用场景不同
Zheng Quan Ri Bao Wang· 2025-10-16 09:45
Group 1 - The company, Tuobang Co., Ltd. (002139), addressed investor inquiries on October 16 regarding the principles of liquid cooling technology, indicating that while the underlying principles are similar, the cooling methods and technologies vary in their adaptability to different environmental applications [1]
拓邦股份:公司炒菜机器人目前市场拓展顺利
Zheng Quan Ri Bao Wang· 2025-10-16 09:45
Core Viewpoint - The company, Tuobang Co., Ltd. (002139), reported successful market expansion for its cooking robots, primarily supplying well-known chain restaurants and group meal enterprises [1] Company Summary - Tuobang Co., Ltd. is actively expanding its market presence with cooking robots [1] - The company is focusing on supplying its products to reputable chain restaurants and group meal service providers [1] - Specific data regarding sales and market performance will be available in the company's regular reports [1]
拓邦股份:运动控制卡已供货部分半导体设备生产公司
Zheng Quan Ri Bao Wang· 2025-10-16 09:44
Core Viewpoint - The company, Tuobang Co., Ltd. (002139), is optimistic about the market prospects in the semiconductor equipment sector due to the acceleration of domestic substitution and is committed to continuous product research and upgrades to adapt to more application scenarios [1] Group 1 - The company has supplied its motion control cards to certain semiconductor equipment manufacturers, but cannot disclose client names due to confidentiality agreements [1] - The company is focusing on product development and upgrades to meet the evolving needs of the market [1]
拓邦股份:公司暂无轴向磁通电机、无框力矩电机产品
Zheng Quan Ri Bao Wang· 2025-10-16 09:44
Group 1 - The company, Tuobang Co., Ltd. (002139), stated on October 16 that it currently does not have axial flux motors or frameless torque motors in its product lineup [1] - The stepper motors produced by the company have been successfully applied in industrial automation and medical equipment sectors [1] - The company's product development will depend on market demand and technological synergies [1]
拓邦股份:公司持续推动车规级电机平台化开发
Zheng Quan Ri Bao Wang· 2025-10-16 09:42
Core Viewpoint - The company, Tuobang Co., Ltd. (002139), is experiencing strong sales growth in its laser radar motors due to the increasing installation of laser radars in smart vehicles, with mass supply expected to begin in 2024 [1] Group 1: Business Performance - The sales situation of the laser radar motors has been continuously improving, maintaining a high growth rate [1] - The company has achieved breakthroughs in cooperation with various clients [1] Group 2: Product Development - The laser radar motors have significantly reduced size and cost through structural optimization while maintaining high precision, reliability, and rapid response capabilities [1] - The company is advancing the platform development of automotive-grade motors to enhance product scalability and adaptability to multiple vehicle models [1] Group 3: Competitive Advantage - The company is solidifying its competitive position in the key components of intelligent driving technology [1]