人民财讯11月19日电，埃斯顿(002747)11月19日公告，公司拟与苏州京东方传感技术有限公司（简 称"京东方传感"）签署《投资合作协议》，共同投资设立合资公司，开展伺服相关业务。合资公司注册 资本为1.5亿元，公司以现金出资6000万元，占合资公司40%股权。合资公司成立后，公司拟与合资公 司签署《技术许可与技术服务协议》，向合资公司提供生产运营所需的技术许可，并提供相应的技术服 务，交易金额为5000万元。 转自：证券时报 ...

Core Viewpoint - The 2025 LeadeRobot China Robot Industry Awards aims to identify and honor leaders in the robotics industry, particularly in humanoid robots and embodied intelligence, as the industry transitions from technology demonstration to commercial application [1][3]. Group 1: Industry Overview - 2025 is seen as the year of mass production for humanoid robots, with the industry moving towards commercial viability [3]. - China is the largest market for industrial robots, with a production of 595,000 units in the first three quarters of 2025, surpassing the total production for 2024 [3]. - Industrial robots are widely applied across 52 major industries and 143 sub-industries in China, enhancing productivity and efficiency in various sectors [3]. Group 2: Award Categories - The awards will recognize companies in various categories, including humanoid robots, industrial robots, service robots, and core components, focusing on innovation and market impact [5][6]. - The awards aim to highlight companies that have made significant contributions to the development of robotics technology and its applications in real-world scenarios [5][6]. Group 3: Specific Awards - The "Commercial Landing Pioneer Award" and "Order Explosion Award" will showcase companies that have successfully demonstrated commercial viability in humanoid robots [8]. - The "Performance Excellence Award" will honor teams that achieve breakthroughs in stability, adaptability, and precision in humanoid robots [9]. - The "Data and Scene Contribution Award" will recognize those who build essential datasets and algorithms for training smarter robots [10]. Group 4: Industrial Robot Awards - The "High-end Application Award" will celebrate successful applications in critical fields like semiconductors and aerospace, encouraging innovation in high-end manufacturing [12][13]. - The "Collaborative Robot Innovation Award" will focus on the evolution of robots into collaborative entities that can safely interact with humans [14]. - The "Flexible Manufacturing System Integration Innovation Award" will acknowledge companies that excel in integrating logistics robots into responsive manufacturing systems [15]. Group 5: Service and Special Robots - The "Medical Robot Market Leader Award" will recognize companies that address clinical pain points and achieve successful commercialization in medical robotics [17]. - The "Commercial Robot Global Expansion Award" will honor companies that successfully establish a presence in international markets [19]. - The "Special Robot Application Award" will focus on robots that perform reliably in extreme conditions, showcasing their capabilities beyond traditional environments [20]. Group 6: Core Components Awards - The "Leading Market Share Award for Robot Reducers" will recognize companies with leading market shares in critical components like harmonic reducers [22]. - The "Integrated Joint Performance Breakthrough Award" will honor innovations in integrated joints that enhance robot efficiency and performance [23]. - The "Sensor Fusion Innovation Award" will celebrate advancements in multi-sensor integration that improve robots' decision-making capabilities [26]. Group 7: Industry Service Awards - The "Robot Research Contribution Award" will honor institutions and teams that achieve breakthroughs in foundational technologies for robotics [29]. - The "Outstanding Contribution Award for Industry Service" will recognize organizations that enhance industry efficiency through various professional services [30]. Group 8: Leadership Awards - The "Leading Entrepreneur Award in China's Robot Industry" will celebrate individuals who have significantly contributed to the growth and global competitiveness of the robotics sector [31]. - The "Outstanding Young Entrepreneur Award in Embodied Intelligence" will focus on emerging leaders who drive innovation in the field [33]. Group 9: Rankings - The "Top 50 Leading Enterprises in China's Robot Industry" will provide a comprehensive overview of the industry's key players based on commercial success and technological depth [34]. - The "Top 50 New Stars in the Era of Embodied Intelligence" will identify high-growth potential companies in the emerging field of embodied intelligence [35].

Industry Overview - The robotics industry is a rising star in the smart manufacturing supply chain, with 2025 being hailed as the year of development for humanoid robots in China [1] - The World Intelligent Manufacturing Conference (WIMC) will be held in Nanjing from November 27 to 29, showcasing the latest achievements in the robotics manufacturing industry [1] Company Highlights Estun Automation - Estun has nearly 100 robot products with payloads ranging from 3 kg to 1200 kg, covering industrial manufacturing and service sectors [2] - In 2024, China's industrial robot shipments are projected to reach 294,000 units, with Estun's share being 30,000 units, capturing 10.5% of the market [2] - Estun has maintained the top position in China's industrial robot market for seven consecutive years, with applications in over 30 sectors including automotive and photovoltaic [3] - The company launched the ER1200-3300, a six-axis robot with a payload of 1200 kg, showcasing its technological strength in heavy-duty robotics [3] - Estun is actively exploring the integration of AI and embodied intelligence, launching advanced products such as semantic AI models and collaborative robots [3] Yijiahe Technology - Yijiahe is a robotics application service provider that focuses on the research, production, and promotion of robots, having gone public in 2018 [4] - The M100 inspection robot, used in subway vehicle maintenance, boasts an overall recognition rate exceeding 96% for identifying loose screws and foreign objects [4] - The company has diversified its offerings to include commercial cleaning robots, shared charging robots, and high-voltage operation robots, expanding into various sectors such as energy and transportation [4] Tianchuang Robotics - Tianchuang has developed the Tian Kui series of explosion-proof humanoid robots, the first globally to receive IIC T6-level explosion-proof certification [5] - The Tian Kui robot can lift up to 25 kg and has a maximum arm reach of 3.3 meters, making it the strongest in its category [5] - The company has delivered over 5,000 special intelligent operation robots, leading the global market in this segment [5] Nanjing Craft Equipment Manufacturing - Established in 1965, Nanjing Craft has evolved from traditional machine tool manufacturing to producing key components for the robotics industry [6][7] - The company has integrated smart production technologies, utilizing 5G and automated systems in its manufacturing processes [6] - Nanjing Craft has become a specialized manufacturer of critical components for the robotics industry and has been recognized as a national champion in manufacturing [7]

截至发稿，埃斯顿市值为195亿元。 每经AI快讯，埃斯顿（SZ 002747，收盘价：22.44元）发布公告称，2025年10月31日15:30-16:30电话会 议2025年11月6日9:00-10:00电话会议2025年11月13日10:00-11:30现场2025年11月14日9:00-10:00电话会 议，埃斯顿接受广发基金管理有限公司等投资者调研，公司董事会秘书肖婷婷参与接待，并回答了投资 者提出的问题。 每经头条（nbdtoutiao）——展望"十五五" | 专访尹艳林：让有钱且愿消费的人顺利消费；个税起征点可 提高，最高边际税率可下调，让有关群体少缴税、多收入 2025年1至6月份，埃斯顿的营业收入构成为：仪器仪表制造业占比100.0%。 （记者 曾健辉） ...

2025 年 10 月 31 日-11 月 14 日投资者关系活动记录表 编号：2025007 | 投资者关系活动类别 | □特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | ■其他（电话会议） | | 参与单位名称及人员姓名 | 2025年10月31日 15:30-16:30 电话会议 | | | 广发基金管理有限公司、天治基金管理有限公 | | | 司、美林国际、摩根士丹利亚洲有限公司、美 | | | 林(亞太)有限公司、花旗环球金融亚洲有限公 | | | 司、凯基证券亚洲有限公司、法国巴黎银行、 | | | 香港上海汇丰银行有限公司、高盛（中国）证 | | 券 | 有 限 责 任 公 司 、 北 京 明 远 投 资 管 理 有 限 公 | | | 司、深圳市尚诚资产管理有限责任公司、富瑞 | | | 金融集团香港有限公司、中信建投证券股份有 | | | 限公司、信达证券股份有限公司、中国国际金 | | | 融股份有限公司、德银投资管理有限公司、瑞 | | | 银证券有限责任公司、汇丰前海 ...

11月14日，埃斯顿盘中下跌2.06%，截至09:35，报22.32元/股，成交4118.35万元，换手率0.23%，总市 值194.41亿元。 截至9月30日，埃斯顿股东户数11.43万，较上期减少7.92%；人均流通股6846股，较上期增加8.60%。 2025年1月-9月，埃斯顿实现营业收入38.04亿元，同比增长12.97%；归母净利润2900.39万元，同比增长 143.48%。 分红方面，埃斯顿A股上市后累计派现3.79亿元。近三年，累计派现7803.56万元。 机构持仓方面，截止2025年9月30日，埃斯顿十大流通股东中，香港中央结算有限公司位居第三大流通 股东，持股2564.47万股，相比上期增加644.66万股。易方达国证机器人产业ETF（159530）位居第四大 流通股东，持股1789.55万股，相比上期增加1498.96万股。华夏中证机器人ETF（562500）位居第五大 流通股东，持股1432.19万股，相比上期增加267.46万股。天弘中证机器人ETF（159770）位居第七大流 通股东，持股571.36万股，相比上期增加99.76万股。南方中证1000ETF（512100）位居第八 ...

11月13日，在江宁开发区埃斯顿智能制造示范车间内，工业机器人正在做各种场景应用展示。宁企埃斯 顿今年前三季度机器人总销量约25000台，市场份额达到10.5%，连续3个季度位列中国机器人市场第 一。 通讯员 陈欣苇 南京日报/紫金山新闻记者 冯芃 摄 ...

扎实稳重的底盘、粗壮有力的胳膊，冷酷的面孔下藏着各项"技能"……在南京天创智能科技股份有限公司具身智能体验中心，天魁防爆人形机器人无疑是 展示的各种机器人中的焦点。"天魁"系列防爆人形机器人，是全球首个获得IIC T6级防爆认证的工业危险环境下可作业机器人，填补了危化场景作业与应 急救援领域技术空白。 "它的单只手臂最大负载25公斤，是人形机器人里举重最强的，身高也是行业之最，全展开后最大可达3.3米。"天创机器人产品创新部总监诸德伟介绍， 搭载公司自研的切割、钻孔、打磨、抓取等16款专用工具，可以拧阀门、搬重物、拉闸刀、切割、破拆，做危险场景的"逆行者"。 挥舞巨臂，轻松举起千公斤重物；身负使命，毅然闯入爆炸性环境……这并非科幻电影，而是"南京智造"机器人谱写的现实篇章。2025世界智能制造大会 将于11月27日至29日在南京举行，国内外工业机器人与具身智能机器人企业集中亮相，将展示最新成果。作为东道主，南京在机器人产业已形成整机、关 键零部件以及系统集成应用的全链条体系。大会前夕，记者深入探访埃斯顿（002747）、天创机器人、南京工艺装备，见证"南京智造"如何以硬核科技舞 动智能未来。 工业机器人挥舞" ...

Core Insights - The 2025 World Intelligent Manufacturing Conference will be held in Nanjing from November 27 to 29, showcasing advancements in industrial and embodied intelligent robots [1] - Nanjing has developed a comprehensive ecosystem for the robotics industry, including complete machines, key components, and system integration applications [1] Group 1: Company Highlights - Estun Automation has over 90 robot models with payloads ranging from 3 kg to 1200 kg, achieving a market share of 10.5% in the first half of the year, ranking first in China's robot market for two consecutive quarters [2] - Estun's ER1200-3300, a six-axis robot with a payload of 1200 kg, represents a significant advancement in domestic heavy-duty robotics, featuring 100% localization of core components [2] - Estun's humanoid robot Codroid 02 is designed for both heavy lifting and precision tasks, showcasing the company's capabilities in embodied intelligence [3] Group 2: Industry Innovations - Tianchuang Robotics has developed the Tian Kui series of explosion-proof humanoid robots, the first globally to receive IIC T6-level explosion-proof certification, addressing technical gaps in hazardous environments [5] - The Tian Kui robot can lift up to 25 kg per arm and is equipped with 16 specialized tools for various tasks, demonstrating its versatility in extreme conditions [5] - Tianchuang is set to launch a new humanoid robot for inspection and operation, enhancing manufacturing flexibility and customization capabilities [6] Group 3: Component Manufacturing - Nanjing Craft Equipment Manufacturing specializes in producing critical components like ball screw assemblies and linear guides, essential for industrial machines and robots [7] - The company has developed numerous key components for humanoid and industrial robots, contributing to the overall robotics ecosystem [8] - Nanjing Craft Equipment has established itself as a professional manufacturer of key components in the robotics industry, focusing on product development and quality improvement [8]

Group 1: Quality and Innovation in Nanjing - Nanjing has become a significant player in the global wind turbine gearbox market, with one out of every three new gearboxes coming from the city [1] - The city has been recognized for ten consecutive years with the highest quality assessment rating in Jiangsu Province, emphasizing a development path that promotes innovation through quality [1] - The establishment of the "Zijin Mountain Triangular" technology transfer system accelerates the cultivation of new productive forces, integrating communication and sensing capabilities in 6G technology [2][3] Group 2: Robotics and Industrial Development - Nanjing is home to nearly 200 robotics-related companies, with Estun Robotics leading in industrial robot installations [3] - The city showcased over ten robotics companies at the 2025 World Robot Conference, highlighting its role as a hub for robotics innovation [3] - Nanjing has developed a comprehensive quality service model covering 15 high-tech parks and key industrial chains, contributing to the enhancement of core competitiveness in various sectors [3] Group 3: Low-Carbon Transformation - Traditional industries in Nanjing, such as steel and petrochemicals, are undergoing a green transformation, with significant investments in environmental projects [4][5] - Nanjing Steel has implemented a smart energy management platform, improving resource efficiency and integrating industrial production with ecological tourism [4][5] - China Petrochemical's photovoltaic project has transformed a former waste site into a solar power station, generating significant energy savings and emissions reductions [5] Group 4: Quality Improvement in Daily Life - Nanjing's quality improvements extend to consumer products, with companies like Weigang Dairy utilizing advanced technologies to enhance product safety and nutrition [6] - The city has established multiple quality-focused projects in urban construction, agriculture, and elder care, enhancing the quality of life for residents [6] - Initiatives such as the "Ning Rest Assured" consumption platform aim to create a safe and reliable consumer environment, reflecting the city's commitment to quality [6]