证券日报网讯拓邦股份（002139）9月15日在互动平台回答投资者提问时表示，公司名称变更属于重大 事项，需要结合公司的业务发展和市场定位审慎决策。公司看好智能化及低碳化带来的长期发展机会， 致力于智能控制相关技术的研发和应用，以实现公司长期战略目标。 ...

证券日报网讯拓邦股份（002139）9月10日在互动平台回答投资者提问时表示，公司在数字电源、液冷 储能、BMS等电源及电源管理相关的技术积累为切入AI服务器电源提供了良好基础；是否进入及推进 速度，将取决于客户需求匹配度、技术与认证达成情况、资源投入与商业回报评估等综合因素。 ...

（编辑 王雪儿） 证券日报网讯 拓邦股份9月10日在互动平台回答投资者提问时表示，公司高度重视市值管理工作，一方 面聚焦主业，通过持续的技术创新、市场拓展和内部管理优化，提升经营效率和盈利能力，增强公司的 核心竞争力，为市值提升奠定基础；另一方面公司积极通过信息披露、加强投资者交流、现金分红、实 施股权激励及员工持股计划、适时进行股份回购和股东增持等方式进行市值管理。根据前期回购方案， 回购完成之后36个月内未能用于持股计划或股权激励，未使用的部分将依法予以注销。行权价格调整需 要依据《上市公司股权激励管理办法》等相关规定执行，在行权前公司发生资本公积转增股本、派送股 票红利、股票拆细、配股或缩股、派息等事项，应对行权价格进行相应的调整。回购方案的制定需要综 合兼顾市场动态、公司经营现金流情况综合确定。 ...

证券日报网讯 拓邦股份9月10日在互动平台回答投资者提问时表示，公司的T-Smart一站式解决方案已经 实现了和阿里云、DeepSeek的对接，并在内部服务器部署DeepSeek，可为基于T-Smart系统开发的产品 接入DeepSeek做准备，帮助产品开发及实现技术应用。DeepSeek作为先进的人工智能技术，可以通过 多种方式驱动内部效率提升。公司积极拥抱AI技术，已将AI技术融入在扫地机器人、割草机器人、教 学机器人、炒菜机器人、光储系统、工业视觉检测等产品或场景中，进行终端产品及生产环节的智能化 升级。未来公司将继续探索AI与智能硬件产品的结合应用。 （编辑 王雪儿） ...

9月5日，拓邦股份盘中上涨2.05%，截至14:02，报14.43元/股，成交3.67亿元，换手率2.40%，总市值 179.92亿元。 分红方面，拓邦股份A股上市后累计派现8.38亿元。近三年，累计派现2.35亿元。 拓邦股份今年以来股价涨6.57%，近5个交易日跌5.07%，近20日跌2.57%，近60日涨11.43%。 机构持仓方面，截止2025年6月30日，拓邦股份十大流通股东中，华夏中证机器人ETF（562500）位居 第二大流通股东，持股2791.66万股，相比上期增加497.24万股。南方中证1000ETF（512100）位居第五 大流通股东，持股1151.90万股，相比上期增加218.19万股。天弘中证机器人ETF（159770）位居第六大 流通股东，持股1130.52万股，相比上期增加209.86万股。香港中央结算有限公司位居第七大流通股东， 持股1082.62万股，相比上期减少1549.68万股。国泰智能汽车股票A（001790）位居第九大流通股东， 持股864.46万股，相比上期增加83.69万股。 资料显示，深圳拓邦股份有限公司位于广东省深圳市宝安区石岩街道科技二路拓邦工业园，成立日期 ...

Group 1 - The core viewpoint of the article highlights that the company,拓邦股份, has successfully achieved large-scale supply of laser radar motors to leading new energy vehicle manufacturers, thereby consolidating its market share [1] - As the industry progresses towards L3+ level intelligent driving, the increase in laser radar installation rates is expected to open up new market opportunities [1] - The company is positioned to benefit from the rising penetration rate in the industry due to its automotive-grade technology and early customer advantages, which will further expand its market share in the intelligent driving supply chain [1]

Group 1: Impact of Tariffs and Globalization - The company has established a global production base in Vietnam, India, Mexico, and Romania to mitigate the direct impact of tariffs on exports, achieving growth in the tools segment despite adverse conditions [2][3] - Short-term cost increases may arise from fixed asset investments and cross-regional supply chain coordination, but mid to long-term strategies include passing reasonable cost pressures to downstream customers [3][4] - Companies with mature overseas production capabilities and resilient supply chains are expected to gain long-term trust from major clients and capture market share amid supply chain integration [3][4] Group 2: Electric Tools Market Trends - The electrification and cordless trends are driving the penetration rate of electric tools, with the company focusing on high-value industrial and professional-grade products [4][5] - The company aims to expand its customer base and product categories to generate new incremental contributions [4][5] Group 3: Smart Automotive Business Growth - The acceleration of smart automotive trends is expected to increase demand for intelligent modules, with the company implementing strategies to expand both customer and product offerings [5][6] - The company’s laser radar motors are positioned as key components for L2+ level smart driving systems, with a focus on high precision and reliability [6][7] Group 4: Commercial Cooking Machines - The company’s commercial cooking machines utilize advanced control algorithms for precise temperature control and intelligent frying, holding multiple industry patents [8][9] - The market potential for commercial cooking machines is expanding due to rising demands for efficiency and standardization in the restaurant industry, particularly with the entry of major players like Meituan and JD [8][9] Group 5: Robotics Sector Strategy - The company offers a range of products in the robotics sector, including components and complete machines, with a focus on industrial and commercial applications [10] - The commercial cooking robot has seen a doubling in shipment volume, driven by the demand for cost reduction and efficiency in the restaurant industry [10] - The company is positioned to capture market share in humanoid robotics by focusing on core components and validating products for specific applications [10]

Group 1 - The company, Topband Co., Ltd. (002139.SZ), has a stable partnership with UBTECH Robotics, primarily supplying hollow cup motors [1] - The supply of actuator components, which include the hollow cup motor body, gearbox, encoder, and screw, is gradually increasing [1] - The range of products for future cooperation is expected to continue expanding [1]

格隆汇9月5日丨拓邦股份(002139.SZ)在投资者互动平台表示，公司及子公司未直接或间接持有宇树科 技股份。 ...

Group 1 - The global smart home cleaning robot market shipped 15.352 million units in the first half of the year, representing a year-on-year growth of 33%, indicating strong market demand for this category [1] - The smart home cleaning robot products include various types such as vacuum robots, pool robots, lawn mowers, window cleaning robots, and air purifying robots, which require features like autonomous movement and obstacle avoidance [1] - Factors driving the growth in demand for smart home cleaning robots include government subsidies reducing consumer costs, the fast-paced modern lifestyle aligning with the need for efficient cleaning, technological breakthroughs enhancing product performance, and the expansion of e-commerce and offline channels making purchases more convenient [1] Group 2 - According to CIC, the global household cleaning products market was valued at $105.5 billion in 2020 and is projected to grow to $122.1 billion by 2024, with a compound annual growth rate (CAGR) of 3.7%, and further to $162 billion by 2029, with a CAGR of 5.8% from 2024 to 2029 [2] - Companies are increasing their investment in research and development and expanding their product offerings to capture growth opportunities in the smart home cleaning robot sector [2] - Stone Technology leads the global cleaning robot market with a 15.2% market share and ranks first in the vacuum robot category with a 20.7% share, having shipped 2.326 million vacuum robots in the first half of 2025, a year-on-year increase of 67.9% [2] Group 3 - Companies in the smart home robot sector face challenges such as pressure from technological iteration and the need for continuous R&D investment to keep up with advancements in environmental perception and multi-scenario adaptability [3] - Increasing market competition is noted, with many players entering the field, leading to a trend of product homogenization that may result in price wars [3] - Companies are advised to enhance their core product capabilities through technological breakthroughs and to develop localized operational systems that cater to different global market needs, transforming short-term growth into long-term performance resilience [3]