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。 ...

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]

Core Viewpoint - The company,拓邦股份 (002139.SZ), has stated that it currently does not have any products applied in the military industry [1] Group 1 - The company has clarified its position regarding military applications of its products [1]

Core Viewpoint - The company, Topband Co., Ltd. (002139.SZ), 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 - The commercial cooking robot has undergone several iterations and optimizations, resulting in its top position in the industry regarding comprehensive performance [1] - The product quality is stable, contributing to its success in the market [1] - The company has established business collaborations with several well-known chain restaurants and group meal enterprises, indicating strong market demand [1] Group 2 - The shipment situation of the cooking robots continues to improve, reflecting a positive trend in sales [1] - Customer feedback has been overwhelmingly positive, suggesting high satisfaction with the product [1]

格隆汇8月15日丨拓邦股份(002139.SZ)在互动平台表示，公司暂无产品应用至军工领域。 ...

Group 1 - The core viewpoint is that the company's commercial cooking robot has gained significant market traction and positive customer feedback due to its superior performance and stability [2]. - The company has established business collaborations with several well-known chain restaurants and group meal enterprises, indicating a strong market presence [2]. - The product has undergone several iterations and optimizations, leading to its current status as an industry leader in comprehensive performance [2].

Core Viewpoint - The company has a diversified export strategy, focusing on multiple regions to mitigate risks associated with reliance on a single market [2]. Group 1: Export Markets - The company's export revenue is primarily concentrated in the Asian region, with a broad customer base across Asia, Europe, North America, Latin America, Oceania, and Africa [2]. - The company has established a "multi-regional" layout in countries such as Vietnam, India, Mexico, and Romania, which helps reduce dependence on any single market [2]. Group 2: Operational Strategy - The company adheres to a "domestic + international" dual circulation strategy, enhancing its local operational capabilities in overseas bases to tap into regional demand [2]. - The company is actively promoting market expansion abroad by leveraging its overseas bases [2].

Group 1 - The company has established close cooperation with leading humanoid robot manufacturers such as UBTECH, securing initial bulk orders for its hollow cup motors and actuator components [2] - The company is enhancing its market expansion and technical response speed, aiming to accelerate order conversion from existing clients and actively engage with more leading manufacturers to promote product testing and collaboration [2]

Group 1 - The company,拓邦股份, has announced that its motor products can be used for electric doors in vehicles and has secured trial production orders from leading brands for new car models [1] - In the second and third quarters, the company has sufficient orders, indicating strong demand for its products [1] - The production capacity utilization rate in mature parks is saturated, while parks in Romania and Nantong are in the ramp-up phase of capacity [1]

Group 1: ETF Performance - The liquidity of the Robot ETF managed by Jiashi has a turnover rate of 4.11% with a transaction volume of 22.095 million yuan [3] - Over the past year, the Robot ETF has seen a scale increase of 508 million yuan, with leveraged funds continuing to invest [3] - As of August 14, 2025, the net value of the Robot ETF has increased by 67.03%, ranking 303 out of 2961 index equity funds, placing it in the top 10.23% [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: Market Sentiment and Trends - According to CITIC Securities, the humanoid robot sector has experienced a significant recovery in sentiment due to previous corrections and positive changes in the domestic and international robot industry chain [6] - The domestic industry chain is seeing breakthroughs in orders for body manufacturers, indicating that humanoid robots are gradually entering the commercialization phase [6] - Shanghai Securities notes that the humanoid robot industry is entering a phase of diverse competition, with applications in industrial scenarios becoming a high-certainty trend [7]