Topband(002139)
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拓邦股份:公司激光雷达电机累计量产上车数量已超100万台,目前产能持续扩建中
Mei Ri Jing Ji Xin Wen· 2025-10-16 09:02
Group 1 - The company has established varying degrees of cooperation with leading lidar brands such as Hesai Technology, Suteng Juchuang, and Tudatong, although specific details cannot be disclosed due to confidentiality agreements with clients [2] - The company's cumulative production of lidar motors has exceeded 1 million units, and production capacity is continuously being expanded [2]
拓邦股份:公司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
Mei Ri Jing Ji Xin Wen· 2025-10-16 09:00
Core Viewpoint - Company TuoBang Co., Ltd. is positioned at the forefront of the laser radar industry, experiencing significant sales growth and actively exploring applications in robotics [1] Group 1: Company Performance - TuoBang Co., Ltd. has provided high-precision DC brushless motors for vehicle-mounted laser radars, with over one million units already in mass production [1] - The detection distance and accuracy of the mirror-type laser radar using these motors are currently leading in the automotive-grade sector [1] Group 2: Market Applications - The laser radar technology is compatible with robotic applications, depending on downstream customer demand [1] - The company is actively promoting its motor solutions to potential customers in the robotics sector [1] - Any advancements in this area will be disclosed in a timely manner by the company [1]
拓邦股份(002139.SZ):暂无轴向磁通电机、无框力矩电机产品
Ge Long Hui· 2025-10-16 07:28
Core Viewpoint - The company, Tuobang Co., Ltd. (002139.SZ), currently does not have axial flux motors or frameless torque motors in its product lineup, but its stepper motors are well-established in industrial automation and medical equipment sectors [1] Group 1 - The company has confirmed the absence of axial flux motors and frameless torque motors in its product offerings [1] - Stepper motors have been successfully applied in various fields, including industrial automation and medical devices [1] - Future product development will depend on market demand and technological synergies [1]
拓邦股份(002139.SZ):运动控制卡已供货部分半导体设备生产公司
Ge Long Hui· 2025-10-16 07:28
Core Viewpoint - The company,拓邦股份, 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 demands of various application scenarios in the semiconductor industry [1]
拓邦股份:人形机器人业务方面,公司已与优必选等客户建立合作,并已获得前期空心杯及组件类产品小批量订单
Mei Ri Jing Ji Xin Wen· 2025-10-16 03:50
Core Viewpoint - The company is actively expanding its energy storage and humanoid robot businesses, focusing on product development and market penetration to drive long-term growth potential [1]. Energy Storage Business - The company has increased its research and market investment in energy storage products since last year, focusing on household storage, commercial storage, and customized applications [1]. - In the household storage sector, the company is developing a full range of high-pressure and low-pressure products, with self-developed inverters enhancing product value [1]. - The main products in commercial and large-scale storage have received European certification, allowing entry into North America, Europe, South Asia, and Southeast Asia markets [1]. - The global operational capabilities and technological accumulation position the energy storage business to regain momentum in the next industry growth cycle, becoming a core growth segment in the medium to long term [1]. Humanoid Robot Business - The humanoid robot sector is a core area of long-term strategic focus for the company [1]. - Collaborations have been established with clients such as UBTECH, and initial small batch orders for hollow cup and component products have been received [1]. - The company plans to continuously optimize internal research efficiency, accelerate product industry validation, and regularly review research and promotion progress to enhance product competitiveness [1].
拓邦股份(002139.SZ):与优必选等人形机器人主机厂达成合作,且已获得前期批量订单,正持续送样各行业龙头客户
Ge Long Hui· 2025-10-16 01:28
Group 1 - The core viewpoint of the article is that拓邦股份 (002139.SZ) has established a partnership with humanoid robot manufacturers, including优必选, and has secured initial bulk orders while continuing to sample leading clients across various industries [1] Group 2 - The company has developed actuator components that integrate hollow cup motors with gearboxes and encoders [1] - Due to confidentiality agreements, the names of the clients cannot be disclosed [1]
拓邦股份(002139.SZ):公司的BMS、PCS、EMS、电芯等均可在储能领域进行应用
Ge Long Hui· 2025-10-16 01:19
Core Viewpoint - The company, Topband Co., Ltd. (002139.SZ), has indicated that its products, including BMS, PCS, EMS, and battery cells, are applicable in the energy storage sector. Additionally, the company has developed a self-researched "Zero Carbon Cloud" platform that enhances the integrated operational efficiency of energy storage systems [1]. Group 1 - The company's BMS, PCS, EMS, and battery cells can be utilized in the energy storage field [1] - The self-developed "Zero Carbon Cloud" platform improves the collaborative operational efficiency of energy storage systems [1]
拓邦股份(002139.SZ):在特定领域的固态电池产品目前在内部测试中
Ge Long Hui· 2025-10-16 01:19
格隆汇10月16日丨拓邦股份(002139.SZ)在投资者互动平台表示,公司在特定领域的固态电池产品目前 在内部测试中。 ...
拓邦股份(002139.SZ):逆变器产品主要应用于储能系统及光储充一体化场景
Ge Long Hui· 2025-10-16 01:19
Group 1 - The core viewpoint of the article is that Tuobang Co., Ltd. (002139.SZ) has indicated that its inverter products are primarily used in energy storage systems and integrated solar energy charging scenarios [1] Group 2 - The company advises stakeholders to refer to periodic reports for specific operational data [1]
拓邦股份(002139.SZ):公司炒菜机器人目前市场拓展顺利,主要供货给市场上知名的连锁餐饮、团餐企业等
Ge Long Hui· 2025-10-16 01:19
Core Viewpoint - The company is experiencing rapid growth in its smart automotive business, with gross margins outperforming its tool and appliance segment [1] Group 1: Smart Automotive Business - The smart automotive business is growing quickly, with gross margins better than those of the tool and appliance business [1] - The company is continuously sending samples to leading clients across various industries [1] Group 2: Laser Radar Technology - Laser radar can serve as a visual sensing technology for humanoid robots, with the need for product design and specifications to vary based on different application scenarios [1] - The company will fulfill its information disclosure obligations if there are any relevant advancements in laser radar motors for robotic applications [1] Group 3: Robot Cooking Market - The company's robot cooking product is currently expanding successfully in the market, primarily supplying well-known chain restaurants and group meal enterprises [1]