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埃斯顿(002747.SZ):港交所审议公司发行H股申请
智通财经网· 2025-12-19 08:05
智通财经APP讯,埃斯顿(002747.SZ)公告,公司正在进行申请发行境外上市外资股(H股)并在中国香港 联合交易所有限公司主板挂牌上市的相关工作,联交所上市委员会于2025年12月17日举行上市聆讯,审 议公司本次发行并上市的申请。 ...
埃斯顿(002747) - 关于香港联交所审议公司发行境外上市外资股(H股)的公告
2025-12-19 08:00
股票代码:002747 股票简称:埃斯顿 公告编号:2025-074号 南京埃斯顿自动化股份有限公司 2025 年 12 月 19 日 1 南京埃斯顿自动化股份有限公司 董 事 会 特此公告。 南京埃斯顿自动化股份有限公司(以下简称"公司")正在进行申请发行境 外上市外资股(H 股)并在香港联合交易所有限公司(以下简称"香港联交所") 主板挂牌上市(以下简称"本次发行并上市")的相关工作,香港联交所上市委 员会于 2025 年 12 月 17 日举行上市聆讯,审议公司本次发行并上市的申请。 公司本次发行并上市的独家保荐人已于 2025 年 12 月 18 日收到香港联交所 向其发出的信函,其中指出香港联交所上市委员会已审阅公司的上市申请,但该 信函不构成正式的上市批准,香港联交所仍有对公司的上市申请提出进一步意见 的权力。 公司本次发行并上市尚需取得香港证券及期货事务监察委员会和香港联交 所等相关监管机构、证券交易所的最终批准,该事项仍存在不确定性。公司将根 据该事项的进展情况依法及时履行信息披露义务,敬请广大投资者注意投资风 险。 关于香港联交所审议公司发行境外上市外资股(H 股)的公告 本公司及董事会全体 ...
埃斯顿:香港联交所审议公司发行H股并上市申请
Xin Lang Cai Jing· 2025-12-19 07:59
埃斯顿公告称,公司正推进发行境外上市外资股(H股)并在香港联交所主板挂牌上市工作。2025年12 月17日,香港联交所上市委员会举行上市聆讯,审议该申请。12月18日,独家保荐人收到香港联交所信 函,指出上市委员会已审阅申请,但该信函不构成正式批准,香港联交所仍有权提进一步意见。本次发 行并上市尚需取得相关监管机构和交易所最终批准,存在不确定性。 ...
全球首个机器人舞台秀上演,机器人ETF鹏华(159278)连续3天净流入
Xin Lang Cai Jing· 2025-12-19 02:52
机器人ETF鹏华紧密跟踪国证机器人产业指数,国证机器人产业指数反映沪深北交易所机器人产业相关 上市公司的证券价格变化情况。 数据显示,截至2025年11月28日,国证机器人产业指数(980022)前十大权重股分别为双环传动 (002472)、科沃斯(603486)、绿的谐波(688017)、机器人(300024)、石头科技(688169)、拓普集团 (601689)、埃斯顿(002747)、中信重工(601608)、鸣志电器(603728)、汇川技术(300124),前十大权重股 合计占比40.47%。 机器人ETF鹏华(159278),场外联接(A:025698;C:025699;I:025700)。 规模方面,截至2025年12月18日,机器人ETF鹏华近1周规模增长1617.88万元。份额方面,机器人ETF 鹏华最新份额达11.04亿份,创成立以来新高。从资金净流入方面来看,机器人ETF鹏华近3天获得连续 资金净流入,合计"吸金"5784.12万元。 消息面方面,12月18日,知名艺人演唱会在成都举行,上演全球首个机器人舞台秀。 华安证券指出,近日宇树科技正式宣布上线人形机器人应用商店(AppStore ...
LeadeRobot2025年度中国机器人产业三大榜单发布:见证领军者、点亮新星、致敬领航者
机器人大讲堂· 2025-12-19 00:00
Core Viewpoint - The LeadeRobot annual list serves as a key indicator of the development of the Chinese robotics industry, highlighting both leading companies and innovative newcomers, and is based on rigorous selection by industry experts [1][2]. Group 1: Leading Companies List - The "LeadeRobot 2025 Annual List of Leading Chinese Robotics Companies TOP 50" features established companies that have demonstrated significant industry expertise across various sectors, including industrial robots, service robots, and humanoid robots [3]. - These leading companies are recognized for their technological advancements and their ability to provide complex solutions, integrating deeply into automated production lines and global supply chains [3]. - The publication of this list establishes a credible reference point for the industry, showcasing the solid foundation and deep accumulation of the Chinese robotics sector, which is expected to lead to higher quality advancements on the global stage [3]. Group 2: Emerging Stars List - The "LeadeRobot 2025 Annual List of Emerging Stars in the Era of Embodied Intelligence TOP 50" focuses on innovative companies that are early-stage explorers in the field of embodied intelligence, showcasing unique technological paths and strong growth potential [8]. - These emerging stars are characterized by their innovative algorithms, novel mechanical designs, and cutting-edge material applications, indicating a promising future for next-generation robotics technology [8]. - This list serves as a concentrated scan of industry innovation and provides direction for investment and collaboration, highlighting companies that target clear commercial scenarios with high growth and innovation capabilities [8]. Group 3: Influential Figures List - The "LeadeRobot 2025 Annual List of Influential Figures in the Chinese Robotics Industry" honors key leaders who drive the industry's evolution through strategic insights and entrepreneurial spirit [12]. - This list includes entrepreneurs who have successfully navigated development bottlenecks, scientists who have made breakthroughs in fundamental principles, and innovators who have transformed ideas into products [12]. - The recognition of these figures aims to establish role models within the industry, celebrating those who contribute significantly to the high-quality development of the Chinese robotics sector [12].
机械行业2026年策略:聚焦新市场、新场景、新周期
Dongxing Securities· 2025-12-16 06:17
Group 1 - The mechanical sector has shown strong performance in 2025, with the Shenwan Mechanical Equipment Index rising by 36.11%, outperforming the Shanghai Composite Index by 19.74 percentage points and the Shenzhen Component Index by 8.78 percentage points [4][16][19] - In the first three quarters of 2025, the mechanical industry reported revenues of 15,135.34 billion yuan, a year-on-year increase of 7.35%, and a net profit attributable to shareholders of 1,080.76 billion yuan, up 16.80% year-on-year [4][22][27] - The public fund allocation ratio for the mechanical equipment sector increased by 0.25 percentage points in Q3 2025 compared to Q3 2024, indicating improved fundamentals and positive policy impacts [29] Group 2 - The equipment manufacturing industry has maintained export resilience, with significant growth in new overseas markets. From January to October 2025, the export delivery value of general equipment, specialized equipment, and transportation equipment reached 6,173.20 billion yuan, 5,319.30 billion yuan, and 4,124 billion yuan respectively, with year-on-year growth rates of 5.5%, 9.3%, and 24.20% [5][33][36] - The overseas sales of engineering machinery continued to grow, with a year-on-year increase of 11.84% in export value from January to October 2025, driven by technological innovation and diversified market strategies [37][41] - The motorcycle industry has established a strong competitive advantage in overseas markets, with exports reaching 1,101.85 million units and 7.278 billion USD in value from January to October 2025, reflecting a year-on-year increase of 22.28% and 28.2% respectively [42][43] Group 3 - The emergence of new manufacturing scenarios signifies a profound transformation from "single technology upgrades" to "systematic ecological restructuring," enhancing production efficiency, product quality, and innovation capabilities [5][46] - Human-shaped robots are expected to address customization challenges in traditional manufacturing, with a market space projected to expand significantly as they transition from industrial applications to household use [47][54] - The intelligent logistics equipment market in China is expected to grow rapidly, with a projected market size of 1,261 billion yuan in 2025, driven by advancements in IoT and AI technologies [64][72]
江苏成立具身智能机器人创新中心 产业联盟汇聚近300家企业
Yang Zi Wan Bao Wang· 2025-12-10 11:53
现场还宣读了《关于批准成立江苏省具身智能机器人标准化技术委员会的批复》,为江苏省具身智能机器人标准化技术委员会秘书处承担单位授印,并为 主任委员等颁发证书。来自苏州大学、上海机器人产业技术研究院、苏州职业技术大学、中国信息通信研究院人工智能研究所、埃斯顿酷卓科技有限公 司、天奇股份(002009)等单位的专家围绕具身智能技术前沿、产业实践、人才培养、标准建设、数据驱动等作主题报告。 校对潘政 据悉,南京拥有较好的工业机器人、软件产业基础以及省内较多的高校院所,埃斯顿酷卓、蔚蓝科技、南京天创等具备较大发展潜力。苏州在具身智能机 器人整机及关键零部件领域拥有魔法原子、绿的谐波等优势企业,吴中区是全省首批未来产业(人形机器人)先行集聚发展试点,已发布多款人形机器人。 无锡近几年引进和培育了优奇智能、软通天擎、巨蟹智能等行业领先的整机及零部件企业,正加快建设多个人形机器人产业园。常州集聚了鼎智科技、坤 维科技、富兴电机等成长性较强的关键零部件制造企业。 江苏省工信厅相关负责人表示,将以更大力度推进产业规划、短板攻关、平台建设、推广应用、产业活动等工作,指导联盟在促进产业对接、打响活动品 牌、做好人才和金融服务、推进标 ...
解码埃斯顿的价值跃升之路,三重引擎驱动“工业机器人第一股”
Ge Long Hui· 2025-12-10 01:28
Core Viewpoint - Estun Automation's successful filing for a Hong Kong IPO marks a significant step in its strategy to establish an "A+H" dual capital platform, positioning the company to leverage the rapid growth of the global industrial automation market and China's manufacturing sector [1] Group 1: Technology-Driven Competitive Edge - Estun's core strategy is to achieve full control over the industrial chain, from key components to complete robots and industry solutions, underpinned by a strong technological foundation [2] - The company has significantly increased its R&D investment from 402 million yuan in 2022 to 503 million yuan in 2024, with R&D accounting for 12.5% of revenue, well above the industry average [4] - Estun has a robust R&D team of over 1,000 employees, holding 610 patents and 433 software copyrights, and has participated in multiple significant national projects, showcasing its technological strength [6] - The company has developed a 700kg heavy-duty industrial robot that has been recognized as a benchmark product in China, achieving 100% localization of core components [6] - Estun's robots have received the first TÜV CE functional safety certificate in China, enhancing its credibility in international markets, particularly in Europe [7] Group 2: Global Expansion Strategy - Estun's overseas revenue has consistently accounted for about 34% of total revenue, with gross profit contribution from international markets rising from 31.2% to 39.1% over three years, indicating strong market presence [10][11] - The company operates 75 service points and 7 manufacturing bases globally, with a new facility in Poland set to enhance its European production capabilities [12] - Strategic acquisitions have accelerated Estun's global expansion, including the purchase of high-end motion control and welding technology companies, which have strengthened its market position [12] Group 3: Dual Capital Platform for Long-Term Growth - The Hong Kong IPO is timely, coinciding with a booming global industrial robot market projected to grow from $14.7 billion in 2020 to $25.4 billion in 2024, with a CAGR of 15.4% [14] - Funds raised will be directed towards global capacity expansion, upstream and downstream investments, and R&D projects, particularly in integrating AI with robotics [15] - Estun is also venturing into humanoid robotics, aiming to lead in the field of embodied intelligence, with the launch of its second-generation humanoid robot [15] - The establishment of an innovation center aims to consolidate industry resources and accelerate the application of cutting-edge technologies [16] - The dual capital platform enhances Estun's international visibility and governance, allowing for more strategic resource allocation and long-term investment in technology [17]
埃斯顿:拟发行不超过1.77亿股境外上市普通股并在香港联交所上市
Xin Lang Cai Jing· 2025-12-09 12:21
埃斯顿公告,公司于近日收到中国证监会出具的《关于南京埃斯顿自动化股份有限公司境外发行上市备 案通知书》。公司拟发行不超过1.77亿股境外上市普通股并在香港联交所上市。公司自备案通知书出具 之日起12个月内未完成境外发行上市,拟继续推进的,应当更新备案材料。 ...
埃斯顿(002747.SZ)发行H股获中国证监会备案
智通财经网· 2025-12-09 12:18
智通财经APP讯,埃斯顿(002747.SZ)公告,公司正在进行申请发行境外上市外资股(H股)并在中国香港 联交所主板挂牌上市的相关工作,公司于近日收到中国证券监督管理委员会出具的《关于南京埃斯顿自 动化股份有限公司境外发行上市备案通知书》。 ...