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拓邦股份:公司已在国内多地布局自有充电站运营
Mei Ri Jing Ji Xin Wen· 2025-08-20 04:10
Core Viewpoint - The company, Topband Co., Ltd. (002139.SZ), emphasizes its technological advantages in the charging pile business, focusing on liquid-cooled ultra-fast charging technology and a comprehensive product matrix that meets various charging needs [1] Group 1: Technology Advantages - The company's charging pile business is centered around liquid-cooled ultra-fast charging technology, integrating AC and DC charging piles to form a complete product matrix [1] - The technology supports various scenarios, including home, commercial, public transport, and long-distance travel, enhancing operational efficiency through intelligent scheduling and data analysis capabilities [1] Group 2: Business Model - The business model is based on a "device + platform + service" three-in-one solution, which allows for a comprehensive approach to charging solutions [1] - The company has established its own charging station operations in multiple locations across the country [1] Group 3: Collaboration and Partnerships - For franchise and partnership inquiries, the company suggests contacting through official channels such as its website and WeChat public account for further consultation [1]
拓邦股份:公司激光雷达电机通过优化结构显著降低体积与成本
Zheng Quan Ri Bao Wang· 2025-08-19 12:20
证券日报网讯拓邦股份(002139)8月19日在互动平台回答投资者提问时表示,公司激光雷达电机通过 优化结构显著降低体积与成本,同时保持高精度、高可靠性和快速响应能力,在NVH(噪声、振动与声 振粗糙度)等技术指标上实现行业领先。公司持续推动车规级电机平台化开发,提升产品的可扩展性和 多车型适配能力,巩固在智能驾驶关键零部件领域的客户卡位优势。激光雷达电机主要服务于智能驾驶 系统,尤其是L2及以上级别智能驾驶技术,为智能驾驶系统提供可靠的三维环境数据。未来,公司将 进一步扩大该产品在智能驾驶行业的市场份额,并通过持续技术迭代强化车载领域的技术影响力。 ...
拓邦股份(002139.SZ):2024年公司用于汽车的电机类产品实现过亿收入
Ge Long Hui· 2025-08-19 06:59
Core Viewpoint - The company,拓邦股份, has announced that its revenue from electric motor products for the automotive sector is expected to exceed 100 million in 2024, indicating strong growth in this segment [1]. Group 1: Company Performance - The company has successfully applied its products to mainstream new energy vehicles from major manufacturers such as赛力斯, 北汽, 比亚迪, 长安, and 广汽 [1].
机器人产业商业化落地进程不断加快,机器人ETF嘉实(159526)盘中涨近2%
Sou Hu Cai Jing· 2025-08-19 06:24
Group 1: ETF Performance and Liquidity - The liquidity of the Robot ETF managed by Jiashi has a turnover rate of 8.09%, with a transaction volume of 44.39 million yuan [3] - Over the past week, the average daily transaction volume of the Robot ETF reached 44.26 million yuan [3] - The ETF's scale has increased by 200 million yuan in the past six months, with a share growth of 23.7 million shares this year [3] Group 2: Financial Performance - As of August 18, 2025, the net value of the Robot ETF has risen by 8.92% over the past six months, ranking in the top two among comparable funds [3] - The highest monthly return since inception was 25.78%, with the longest consecutive monthly gains being three months and a maximum increase of 37.12% [3] - The average return during the rising months is 8.93% [3] Group 3: Key Holdings - As of July 31, 2025, the top ten weighted stocks in the CSI Robot Index include Keda Xunfei, Huichuan Technology, Stone Technology, Dahua Technology, Zhongkong Technology, Dazhu Laser, Shuanghuan Transmission, Robot, Ecovacs, and Julun Intelligent, collectively accounting for 48.86% of the index [3] Group 4: Industry Developments - Zhiyuan Innovation (Shanghai) Technology Co., Ltd. has partnered with Fulian Precision Engineering Co., Ltd. for a project worth several million yuan, marking the first large-scale commercial contract for embodied robots in the industrial sector in China [5] - The current phase of humanoid robots is likened to the "iPhone era," indicating significant industry potential, with dexterous hands expected to account for over 30% of the robot's value [5] Group 5: Technological Advancements - The robot industry is entering a rapid development phase, with the commercialization process accelerating [6] - Sensors are identified as the core hardware for the intelligence level of humanoid robots, with technological iterations driving significant advancements [6] - The value and technical requirements of sensors may undergo substantial changes due to the accelerated product iterations by main manufacturers [6]
2025世界人形机器人运动会圆满闭幕,机器人ETF嘉实(159526)盘中涨近2%,成分股东杰智能领涨
Xin Lang Cai Jing· 2025-08-18 06:33
Group 1: ETF Performance - The liquidity of the Robot ETF managed by Jiashi has a turnover rate of 7.04% with a transaction volume of 38.4689 million yuan [3] - Over the past six months, the Robot ETF has seen a net asset value increase of 7.15%, ranking in the top 2 among comparable funds [3] - The highest monthly return since inception for the Robot ETF is 25.78%, with the longest consecutive monthly gains being 3 months and a maximum increase of 37.12% [3] Group 2: Top Holdings - As of July 31, 2025, the top ten weighted stocks in the CSI Robot Index include Keda Xunfei, Huichuan Technology, Stone Technology, Dahua Technology, Zhongkong Technology, Dazhu Laser, Shuanghuan Transmission, Robot, Ecovacs, and Julun Intelligent, collectively accounting for 48.86% of the index [3] Group 3: Industry Events - The 2025 World Humanoid Robot Games concluded on August 17 at the National Speed Skating Hall in Beijing, featuring 280 top teams from 16 countries competing in various events and awarding 26 gold medals [5] - Zhiyuan Robotics announced the launch of its full product line on August 18, with a partner conference scheduled for August 21 to showcase the latest technological advancements and commercial achievements [6] - According to a report by Everbright Securities, 2025 is expected to be a breakthrough year for humanoid robot mass production, which will drive the downstream industry chain into a phase of significant growth [6]
拓邦股份:公司与多家知名连锁餐饮、团餐企业建立业务合作
Zheng Quan Ri Bao Wang· 2025-08-15 11:48
Core Viewpoint - The company, Tuobang Co., Ltd. (002139), has successfully developed a commercial cooking robot that leads the industry in overall performance and product quality, achieving significant market breakthroughs and positive customer feedback [1] Group 1: Product Development - The commercial cooking robot has undergone several iterations and optimizations, resulting in its comprehensive performance ranking first in the industry [1] - The product quality is stable, indicating a reliable manufacturing process and design [1] Group 2: Market Performance - The company has established business collaborations with several well-known chain restaurants and group meal service providers, enhancing its market presence [1] - The shipment situation is continuously improving, reflecting strong demand and successful market penetration [1]
拓邦股份:公司持续强化市场拓展和技术响应速度
Zheng Quan Ri Bao Wang· 2025-08-15 11:48
Core Viewpoint - The company has established close cooperation with leading humanoid robot manufacturers, such as UBTECH, and has received initial bulk orders for its hollow cup motors and actuator components [1] Group 1: Product Development and Partnerships - The company's hollow cup motors and integrated actuator components (including gearbox, encoder, and screw) are being utilized in humanoid robots [1] - The company is actively enhancing market expansion and technical response speed to accelerate order conversion from existing clients [1] - The company is also engaging with more leading OEMs to promote product testing and collaboration processes [1]
拓邦股份:公司高度重视人形机器人产业的高速发展
Zheng Quan Ri Bao Wang· 2025-08-15 11:42
证券日报网讯拓邦股份(002139)8月15日在互动平台回答投资者提问时表示,公司高度重视人形机器 人产业的高速发展,并已积极作为部件供应商参与其中。未来,公司会持续跟踪行业动态与技术发展趋 势,结合"四电一网"核心技术优势,审慎评估在人形机器人整机业务领域的发展机会。 ...
拓邦股份:控制器芯片模组主要为外采
Zheng Quan Ri Bao Wang· 2025-08-15 10:12
证券日报网讯拓邦股份(002139)8月15日在互动平台回答投资者提问时表示,公司控制器芯片模组主 要为外采。 ...
请问公司和大疆有合作吗?拓邦股份:尚未合作
Mei Ri Jing Ji Xin Wen· 2025-08-15 07:37
Group 1 - DJI is set to launch a new floor cleaning robot product [1] - Tuobang Co., Ltd. (002139.SZ) confirmed there is currently no collaboration with DJI [1]