Ronglian(002642)

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智元机器人获龙旗科技亿元级大单 切入消费电子精密制造领域
Zhong Guo Jin Rong Xin Xi Wang· 2025-10-09 08:08
据悉,龙旗科技未来将探索引入智元机器人覆盖更多产线与品类,并与智元机器人在机器人零部件供 应、制造代工上展开合作。 新华财经上海10月9日电(记者 杜康)近日,智元机器人与全球智能产品ODM头部企业龙旗科技正式 宣布,双方就工业场景的具身智能机器人应用开展深度战略合作,龙旗科技已下达数亿元金额的智元精 灵G2机器人框架订单。 编辑:葛佳明 对于龙旗科技而言,此次与智元机器人合作是其推进 "AI + 制造"战略的关键落子。作为全球消费电子 ODM(原始设计制造商)领域的核心玩家,龙旗科技服务全球众多知名品牌。龙旗科技工厂相关负责 人表示,引入智元精灵G2,不仅能提升产线自动化率,还可以通过机器人的柔性生产能力降低换线成 本,从而构建更具竞争力的智能制造体系。 智元机器人表示,此次合作是其 "工业制造场景规模化商用" 的里程碑突破。作为首次与消费电子 ODM 头部企业达成亿元级合作,智元机器人将全程参与龙旗产线的场景适配,从前期工站布局调研、末端执 行器定制,到中期设备安装联调、操作人员培训,再到后期技术维护与算法迭代,提供 "全周期、一体 化" 服务。 转自:新华财经 智元机器人称,从产业视角来看,双方的合作再 ...
龙旗科技采购数亿元智元精灵 G2 机器人
Xin Lang Ke Ji· 2025-10-09 04:46
未来龙旗科技将引入智元机器人覆盖更多产线与品类,并与智元在机器人零部件供应、制造代工上展开 更大范围合作。 责任编辑:王翔 10月9日消息,近日,智元机器人与全球智能产品 ODM 头部企业龙旗科技正式官宣,双方就工业场景 的具身智能机器人应用开展深度战略合作,龙旗科技下达数亿元金额的智元精灵 G2 机器人框架订单。 据悉,此次合作共将部署近千台机器人,是目前国内工业具身智能机器人领域最大订单之一。 智元精灵 G2 前期重点应用于平板产线,实现具身智能机器人在消费电子组装制造场景批量落地。精灵 G2将在柔性抓取、多工位协同、产线数据联动等环节发挥AI交互和协同功能。 ...
荣联科技跌2.10%,成交额3.82亿元,主力资金净流出3848.75万元
Xin Lang Cai Jing· 2025-09-19 03:24
Group 1 - The core viewpoint of the news is that Ronglian Technology's stock has experienced fluctuations, with a year-to-date increase of 37.20% but a recent decline of 3.35% over the past five trading days [2][3] - As of September 19, Ronglian Technology's stock price was 9.81 yuan per share, with a total market capitalization of 6.49 billion yuan [1] - The company has seen significant trading activity, with a net outflow of 38.49 million yuan in principal funds on September 19, and notable buying and selling volumes [1][2] Group 2 - Ronglian Technology's main business involves providing comprehensive solutions and professional services for data centers, with revenue composition being 60.67% from system integration, 26.76% from technical development and services, and 11.83% from system products [2] - The company has been listed on the stock market since December 20, 2011, and has appeared on the "Dragon and Tiger List" three times this year, with the latest instance showing a net purchase of 154 million yuan on September 15 [2] - As of June 30, 2025, the company reported a revenue of 672 million yuan, a year-on-year decrease of 34%, and a net profit of 8.28 million yuan, down 28.57% year-on-year [3] Group 3 - The number of shareholders for Ronglian Technology decreased by 8.86% to 75,500 as of June 30, 2025, while the average circulating shares per person increased by 9.72% to 8,761 shares [3] - The company has not distributed any dividends in the past three years, with a total payout of 157 million yuan since its A-share listing [4] - Institutional holdings show that Hong Kong Central Clearing Limited is the fifth-largest circulating shareholder, increasing its holdings by 962,300 shares [4]
荣联科技:选举职工代表董事
Zheng Quan Ri Bao· 2025-09-15 14:08
(文章来源:证券日报) 证券日报网讯 9月15日晚间,荣联科技发布公告称,公司于2025年9月8日召开了2025年第二次职工代表 大会,同意选举曹阳先生为公司第七届董事会职工代表董事。 ...
荣联科技(002642) - 关于选举职工代表董事的公告
2025-09-15 11:16
荣联科技集团股份有限公司 证券代码:002642 证券简称:荣联科技 公告编号:2025-028 曹阳,男,1994年出生,中国国籍,无境外永久居留权,硕士研究生学历。 2018年10月至2022年8月任职于华锦控股集团有限责任公司,历任办公厅主管、 战略发展部负责人;2022年8月加入公司,现担任董事长助理兼投资部总经理职 务。 关于选举职工代表董事的公告 截至本公告日,曹阳先生未持有公司股份,与公司其他董事、高级管理人员 及持有公司5%以上股份的股东、实际控制人之间不存在关联关系;曹阳先生未 受过中国证监会及其他有关部门的处罚和证券交易所的纪律处分,未因涉嫌犯罪 被司法机关立案侦查或者涉嫌违法违规被中国证监会立案调查,未曾被中国证监 会在证券期货市场违法失信信息公开查询平台公示或者被人民法院纳入失信被 执行人名单,不存在《公司法》、《深圳证券交易所上市公司自律监管指引第1号 ——主板上市公司规范运作》中规定的不得担任董事的情形,其任职资格符合相 关法律法规、规范性文件和《公司章程》的有关规定。 本公司及董事会全体成员保证信息披露内容的真实、准确和完整,没有 虚假记载、误导性陈述或重大遗漏。 荣联科技集团股 ...
计算机行业9月15日资金流向日报
Zheng Quan Shi Bao Wang· 2025-09-15 09:01
Market Overview - The Shanghai Composite Index fell by 0.26% on September 15, with 15 industries rising, led by power equipment and media, which increased by 2.22% and 1.94% respectively. The industries with the largest declines were comprehensive and communication, down by 1.80% and 1.52% respectively [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 59.754 billion yuan, with only four industries experiencing net inflows. The automotive industry led with a net inflow of 3.166 billion yuan and a daily increase of 1.44%, followed by the media industry with a net inflow of 723 million yuan and a daily increase of 1.94% [1] - A total of 27 industries saw net capital outflows, with the electronics industry experiencing the largest outflow of 8.773 billion yuan, followed by the non-ferrous metals industry with an outflow of 8.606 billion yuan. Other industries with significant outflows included computers, communications, and power equipment [1] Computer Industry Performance - The computer industry declined by 0.24% today, with a total net outflow of 7.220 billion yuan. Out of 335 stocks in this sector, 85 rose, 2 hit the daily limit up, while 248 fell, with 2 hitting the daily limit down [2] - Among the stocks with net inflows, the top performer was Zhongke Shuguang, with a net inflow of 399 million yuan, followed by Desai Xiwai and Ronglian Technology, with net inflows of 280 million yuan and 267 million yuan respectively [2] - The stocks with the largest net outflows included Huasheng Tiancai, with an outflow of 492 million yuan, followed by Chunz中科技 and Zhongke Jincai, with outflows of 433 million yuan and 334 million yuan respectively [2] Capital Inflow and Outflow Rankings - **Top Inflow Stocks**: - Zhongke Shuguang: +4.58%, 7.94% turnover, 399 million yuan inflow - Desai Xiwai: +6.69%, 3.70% turnover, 280 million yuan inflow - Ronglian Technology: +10.05%, 23.67% turnover, 266 million yuan inflow [2] - **Top Outflow Stocks**: - Huasheng Tiancai: -4.77%, 22.68% turnover, -491 million yuan outflow - Chunz中科技: -7.16%, 13.09% turnover, -432 million yuan outflow - Zhongke Jincai: -6.49%, 15.10% turnover, -334 million yuan outflow [4]
IT服务板块9月15日跌0.78%,新炬网络领跌,主力资金净流出40.48亿元
Zheng Xing Xing Ye Ri Bao· 2025-09-15 08:49
Market Overview - On September 15, the IT services sector declined by 0.78%, with Xinju Network leading the drop [1] - The Shanghai Composite Index closed at 3860.5, down 0.26%, while the Shenzhen Component Index closed at 13005.77, up 0.63% [1] Top Performers - Rongke Technology (300290) saw a significant increase of 16.73%, closing at 31.33 with a trading volume of 721,800 shares and a transaction value of 2.12 billion [1] - Kaipu Cloud (688228) rose by 13.71%, closing at 182.99 with a trading volume of 76,600 shares [1] - Ronglian Technology (002642) increased by 10.05%, closing at 11.17 with a trading volume of 1,566,000 shares and a transaction value of 1.67 billion [1] Underperformers - Xinju Network (605398) experienced a decline of 10.00%, closing at 35.46 with a trading volume of 259,000 shares and a transaction value of 938 million [2] - Bole Data (688229) fell by 8.27%, closing at 67.88 with a trading volume of 35,900 shares [2] - ST Yunchuang (835305) decreased by 7.98%, closing at 14.29 with a trading volume of 79,500 shares [2] Capital Flow - The IT services sector saw a net outflow of 4.048 billion from institutional investors, while retail investors contributed a net inflow of 3.054 billion [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - Ronglian Technology (002642) had a net inflow of 222.8 million from institutional investors, while it faced a net outflow of 70.33 million from speculative funds [3] - Huake Digital (600850) saw a net inflow of 115.5 million from institutional investors, with a net outflow of 15.57 million from speculative funds [3] - Hongjing Technology (301396) experienced a net inflow of 82.88 million from institutional investors, while speculative funds had a net outflow of 79.01 million [3]
午后直线封板,发生了什么?
Zheng Quan Shi Bao· 2025-09-15 08:45
结构性异动再度发生! 午后,A股算力概念股局部异动,数据港、荣联科技直线拉升,盘中双双涨停,亿田智能、慧辰股份、海光信息、中科曙光、宏景科技等涨幅居前。 | 荣联科技 Ai) [ Q | | | | | | --- | --- | --- | --- | --- | | 002642 深股通 L1 ▼ | | | | | | 今开 10.53 最高 11.17 | 11.17 | 最低 | 10.40 | | | 10.05% 1.02 换手 23.67% 总手 156.6万 金额 | | | 16.74亿 | | | 总值 73.90亿 流值 73.90亿 市盈和0 446.33 | | | 电子 | | | 五日 日K 周K 月K 更多, | 分时 | | | | | 均价: 10.69 最新: 11.17 1.02 10.05% | | | 2 大单模式 | | | 10.05% | 11.17 | | 五档 大单 分价 | | | 涨停:3天2板 | | | | | | 当前封单量 18.8万 | | | | | | 封单占成交 | | | 11.99% | | | 最高到单量 | | | 88.6万 ...
午后直线封板!A股算力概念突然异动,发生了什么?
天天基金网· 2025-09-15 08:38
Core Viewpoint - The article discusses the recent surge in the A-share market, particularly focusing on the structural changes and opportunities within the data center and AI sectors, driven by significant capital expenditures from major companies like Tencent and Alibaba [5][9]. Group 1: Market Movements - A-share market has seen notable movements in the computing power concept stocks, with companies like Data Port and Ronglian Technology experiencing sharp increases, including a limit-up on Ronglian Technology [3][6]. - The computing power sector is compared to the previous liquid cooling sector, indicating it is on the verge of a breakout, with significant gains observed in related stocks [6]. Group 2: Capital Expenditure Trends - Major companies are ramping up capital expenditures, with Tencent and Alibaba reporting increases of 119% and 220% respectively in Q2 this year, and Alibaba planning to invest over 100 billion yuan in AI infrastructure and products [5][9]. - The report highlights that the capital expenditure (CAPEX) for major cloud service providers like Microsoft, Amazon, and Google is expected to grow significantly, with projected CAGR of 33.74% from 2021 to 2024 [9]. Group 3: AI and Data Center Dynamics - The rapid development of AI technology is reshaping the data center industry, with increasing demand for AI-driven services expected to be the main growth driver [6][9]. - The Chinese AI cloud market is projected to reach 22.3 billion yuan by the first half of 2025, supported by favorable policies aimed at avoiding redundant construction in the industry [7]. Group 4: Policy and Industry Outlook - The "East Data West Calculation" initiative is expected to provide a clear direction for the scalable and intensive development of data centers, combining low-cost resources in the west with high market demand in the east [9]. - The "dual carbon" policy context is pushing for a transformation in data centers towards greener practices, which may lead to increased capital expenditure pressures in the short term [10].
午后,直线封板!发生了什么?
券商中国· 2025-09-15 08:25
Core Viewpoint - The article discusses the recent surge in A-share computing power concept stocks, driven by significant capital expenditures from major domestic companies and the rapid development of AI technology, indicating a potential turning point for the data center sector [2][4][9]. Group 1: Market Movements - Afternoon trading saw notable movements in computing power concept stocks, with Data Port and Ronglian Technology hitting the daily limit, while Yitian Intelligent and Huichen shares also saw significant increases [2][6]. - By the end of trading, Yitian Intelligent rose by 11.02%, Ronglian Technology reached the daily limit, and Huichen shares increased by 7%, with several other stocks also showing gains of over 5% [6]. Group 2: Capital Expenditure Insights - Market rumors suggest that a major company's substantial capital expenditure guidance (up to 2030) is a key factor behind the stock price increases of related companies [4]. - In Q2 of this year, Tencent and Alibaba reported capital expenditure growth of 119% and 220%, respectively, with Alibaba investing over 100 billion yuan in AI infrastructure and products over the past four quarters, aiming for a total of 380 billion yuan in capital expenditures over three years [4]. Group 3: Industry Trends - Analysts believe that the data center sector is on the verge of a breakout, similar to the previous surge in the liquid cooling sector, with AI technology reshaping the industry landscape [6][9]. - The AI cloud market in China is projected to reach 22.3 billion yuan by the first half of 2025, supported by favorable policies aimed at avoiding redundant construction in the sector [7]. Group 4: Future Outlook - Tianfeng Securities indicates that AI development is driving upgrades in data centers, with increasing power demands and larger-scale deployments expected [9]. - The capital expenditure (CAPEX) of major overseas cloud providers like Microsoft, Amazon, Google, and Meta is showing strong growth, with projected compound annual growth rates (CAGR) of 33.74% to 26.13% from 2021 to 2024 [9]. - Domestic internet giants are also ramping up AI investments, with Tencent's capital expenditure expected to reach 96.05 billion yuan in 2024, reflecting a year-on-year growth of 102.6% [9]. Group 5: Regulatory Environment - The introduction of IDC industry policies is expected to support healthy and orderly development in the sector, with initiatives like "East Data West Calculation" providing clear directions for the scaling and intensive development of data centers [10].