证券之星消息，10月9日专用设备板块较上一交易日上涨0.93%，灵鸽科技领涨。当日上证指数报收于 3933.97，上涨1.32%。深证成指报收于13725.56，上涨1.47%。专用设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | --- | | 920284 | 灵鸽科技 | 39.41 | 29.98% | | 17.63万 | | 6.63亿 | | 300512 | 中亚股份 | 9.49 | 19.97% | | 29.07万 | | 2.64亿 | | 300151 | 昌红科技 | 14.47 | 11.65% | | 44.42万 | | 6.32亿 | | 920781 | 瑞奇智造 | 11.09 | 10.90% | | 11.98万 | | 1.32亿 | | 603011 | 合报書能 | 21.62 | 10.03% | | 8.91万 | | 1.93亿 | | 001332 | 锡装股份 | 71.27 | 10.00% | ...

9月30日，新时达涨4.92%，成交额8.82亿元。两融数据显示，当日新时达获融资买入额1.23亿元，融资 偿还1.11亿元，融资净买入1146.58万元。截至9月30日，新时达融资融券余额合计4.59亿元。 截至9月19日，新时达股东户数4.42万，较上期减少6.09%；人均流通股11983股，较上期增加6.49%。 2025年1月-6月，新时达实现营业收入16.44亿元，同比增长8.45%；归母净利润186.54万元，同比增长 109.95%。 分红方面，新时达A股上市后累计派现4.79亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年6月30日，新时达十大流通股东中，华夏中证机器人ETF（562500）位居第 五大流通股东，持股1039.33万股，相比上期增加186.12万股。鹏华碳中和主题混合A（016530）位居第 七大流通股东，持股846.58万股，相比上期增加351.02万股。香港中央结算有限公司退出十大流通股东 之列。 责任编辑：小浪快报 融资方面，新时达当日融资买入1.23亿元。当前融资余额4.59亿元，占流通市值的3.38%，融资余额超 过近一年90%分位水平，处于高位。 融 ...

证券之星消息，9月30日专用设备板块较上一交易日下跌0.23%，*ST新元领跌。当日上证指数报收于 3882.78，上涨0.52%。深证成指报收于13526.51，上涨0.35%。专用设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603011 | 合殺書能 | 19.65 | 10.02% | 79.05万 | | 14.96 Z | | 002691 | 莫凯股份 | 8.81 | 9.99% | 21.99万 | | 1.93亿 | | 300813 | 泰林生物 | 36.52 | 8.21% | 5.62万 | | 2.02亿 | | 300836 | 佰奥智能 | 56.70 | 6.62% | 6.92万 | | 3.85亿 | | 002527 | 新时达 | 20.48 | 4.92% | 42.95万 | | 8.82亿 | | 002204 | 大连重工 | 6.41 | 4.74% | 128.54万 | | 8.25亿 | | ...

[Table_Main] 行业研究|工业 证券研究报告 工业行业周报、月报 2025 年 09 月 29 日 [Table_Title] 宇树 H2 将推出新品，新时达人形机 器人于海尔工厂完成部署 ——人形机器人产业周报 [Table_Summary] 报告要点： 周度行情回顾 2025 年 9 月 21 日至 9 月 26 日，人形机器人概念指数下跌 0.68%， 相较沪深 300 指数跑输 1.74pct；年初至今累计涨跌幅来看，人形机 器人概念指数上涨 77.17%，相较沪深 300 指数跑赢 58.07pct。A 股 人形机器人指数（iFinD 概念）相关个股中，力星股份周涨幅最 大（+26.96%），云南旅游周跌幅最大（-18.37%)。 周度热点回顾 -50% 0% 50% 100% 150% 200% 250% 2024-09-19 2024-10-20 2024-11-20 2024-12-21 2025-01-21 2025-02-21 2025-03-24 2025-04-24 2025-05-25 2025-06-25 2025-07-26 2025-08-26 2025-09-26 ...

【新华企业资讯9月29日】9月23日至27日，第二十五届中国国际工业博览会在国家会展中心（上海）盛 大举行。新时达以"智拓无界 共创未来"为主题，举办STEP 2.0战略发布系列活动，通过新品发布会、生 态论坛等多维度展示，全面呈现其从"产品制造商"向"场景解决方案提供商"的战略升级。 战略升级：三十年积淀开启新篇章 在工博会首日举办的STEP 2.0发布会上，新时达正式开启全新发展阶段。这一战略升级正值公司创立三 十周年及融入海尔生态的重要时刻。新时达将聚焦"技术创新+场景创新"双轮驱动，依托三十年工业自 动化积累及海尔全球资源，加速向"场景解决方案提供商"转型。 协作机器人智能焊接工作站——创新采用"拖动示教+AI感知"技术，将编程时间缩短50%，大幅降低对 高技能焊工的依赖。此次推出的全新协作机器人系列产品，包括3kg-12kg负载的SCR系列协作机器人， 为汽车零部件、工程机械等领域提供柔性化焊接解决方案。 云霞系列高速SCARA机器人——以0.24秒的标准循环时间和±0.015mm的重复定位精度，为新能源锂 电、3C电子等行业的高速精密装配树立新标杆。 全自主可控晶圆传输机器人系列——突破技术壁垒， ...

Core Viewpoint - The consensus is forming that bipedal humanoid robots are not suitable for factory environments due to high energy consumption and slower movement speed compared to wheeled robots [2][8]. Group 1: Industry Insights - Many robotics companies are pushing products into manufacturing, including both wheeled and bipedal robots, but the latter is facing challenges in factory settings [2][3]. - New Times has deployed a humanoid robot at Haier's Chongqing refrigerator factory, indicating a partnership aimed at upgrading robot control technology and data collection for training new robots [3]. - Puzhi Robotics has shipped 200 robots, with 60% being wheeled and 40% bipedal, primarily for exhibition purposes rather than industrial applications [4]. Group 2: Technical Challenges - Bipedal robots have significantly higher development costs and complexity compared to wheeled robots, which have more mature technology and lower costs [4][9]. - Current bipedal robots have a movement speed of approximately 1.3 meters per second, while wheeled robots can reach speeds of 2.5 meters per second, making them less suitable for high-paced industrial environments [8][9]. - Bipedal robots face battery life issues, with operational times of 2-3 hours compared to 4-5 hours for wheeled robots, further limiting their industrial applicability [9]. Group 3: Market Dynamics - The investment return rate is a key consideration for industrial enterprises, and the lower initial costs of wheeled robots make them more appealing [10]. - New Times is currently accumulating technology reserves for bipedal robots but does not plan to commercialize them in the short term, reinforcing the preference for wheeled robots in factories [11]. - Experts suggest that while wheeled robots are currently dominant, advancements in bipedal robot technology could eventually lead to their integration into industrial settings [12][13].

Core Viewpoint - The consensus is forming that bipedal humanoid robots are not suitable for factory environments due to high energy consumption and slower movement speed compared to wheeled robots [1][10]. Group 1: Robot Types and Applications - Wheeled robots are currently more adaptable to factory settings, while bipedal robots are primarily used for exhibition purposes [2][4]. - New Times Da has deployed a humanoid robot at Haier's Chongqing refrigerator factory, focusing on upgrading robot control technology and data collection for training new generation robots [4][5]. - Puzhi Robotics has shipped 200 robots, with 60% being wheeled and 40% bipedal, indicating a preference for wheeled robots in industrial applications [4][5]. Group 2: Cost and Efficiency - The development cost of bipedal robots is significantly higher due to increased complexity and the need for more sensors, with prices ranging from 500,000 to 600,000 yuan, while wheeled robots cost between 400,000 and 450,000 yuan [5][8]. - Bipedal robots consume 40% of their energy for movement, leading to inefficiencies in factory settings where speed and energy efficiency are critical [10]. Group 3: Performance and Limitations - Bipedal robots have a movement speed of approximately 1.3 meters per second, while wheeled robots can reach 2.5 meters per second, making them less suitable for high-paced industrial environments [8][9]. - The operational endurance of bipedal robots is limited to 2-3 hours under full load, compared to 4-5 hours for wheeled robots, further impacting their utility in factories [9][10]. Group 4: Future Outlook - Experts express a mixed outlook on the future of bipedal robots in factories, with some believing that technological advancements could eventually allow them to replace wheeled robots [12][13]. - The development of humanoid robots is seen as a long-term goal, with significant challenges remaining in terms of safety, technical feasibility, and economic value [13].

登录新浪财经APP 搜索【信披】查看更多考评等级 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 特别提示： 截至本公告披露日，上海新时达电气股份有限公司（以下简称"公司"）及控股公司对外担保总额超过最 近一期经审计净资产100%，担保金额超过公司最近一期经审计净资产50%。敬请广大投资者充分关注 担保风险。 1、协议主体 授信人：招商银行股份有限公司上海分行 保证人：上海新时达电气股份有限公司 一、担保情况概述 为满足公司及各子公司生产经营与业务发展的需要，公司于2025年4月25日、2025年5月22日分别召开公 司第六届董事会第十三次会议和第六届监事会第九次会议、2024年度股东大会，审议通过了《关于对外 担保额度预计的议案》，公司为合并报表范围内下属公司提供的担保额度总金额不超过10.5亿元人民 币，其中为子公司上海会通自动化科技发展股份有限公司（以下简称"会通科技"）提供担保的额度不超 过5亿元人民币；为子公司上海新时达机器人有限公司（以下简称"机器人"）提供担保的额度不超过 5,000万元人民币；为子公司晓奥（上海）工程技术股份有限公司提供担保的额 ...

证券日报网讯9月26日晚间，新时达（002527）发布公告称，公司无逾期债务对应的担保余额，无涉及 诉讼的担保金额及因担保被判决败诉而应承担的担保金额。 ...

上海新时达电气股份有限公司发布对控股公司担保进展公告。公司此前审议通过为下属公司提供不超 10.5亿元担保额度，其中为会通科技提供不超5亿元。近日，公司与招行上海分行签署担保书，为会通 科技5000万元授信额度及相关费用提供连带责任保证。会通科技本次使用后剩余2.6亿元额度，本次担 保后公司对其担保余额达5亿元。本次担保在预计额度内，无需额外审议。担保后，公司及控股公司担 保额度17.1亿元，占净资产136.90%；对外担保余额9.3亿元，占74.46%。公司提示投资者关注担保风 险。 ...