Financial Performance - The company's revenue for Q1 2025 reached ¥1,244,130,343.59, representing a 24.03% increase compared to ¥1,003,067,001.06 in the same period last year[5] - Net profit attributable to shareholders was ¥12,629,943.07, a significant increase of 93.43% from ¥6,529,406.97 year-on-year[5] - Basic earnings per share rose to ¥0.0146, up 94.67% from ¥0.0075 in the same quarter last year[5] - Net profit for the current period was ¥13,536,269.71, compared to ¥8,575,995.44 in the previous period, reflecting a growth of 58.5%[20] - The net profit attributable to the parent company was ¥12,629,943.07, an increase of 93.5% from ¥6,529,406.97 in the last period[20] Cash Flow - The net cash flow from operating activities improved to ¥47,522,547.77, a turnaround from a negative cash flow of ¥367,041,550.97 in the previous year, marking a 112.95% increase[5] - Total cash inflow from operating activities reached ¥1,121,392,374.27, compared to ¥875,099,166.91 in the previous period, reflecting a growth of approximately 28.05%[21] - Cash outflow from operating activities decreased to ¥1,073,869,826.50 from ¥1,242,140,717.88, indicating a reduction of about 13.61%[21] - Investment activities generated a net cash flow of -¥502,367,799.66, a decline from the previous period's positive cash flow of ¥220,185.19[21] - Cash inflow from financing activities totaled ¥1,204,075,300.00, up from ¥600,032,196.05, marking an increase of approximately 100.67%[22] - Net cash flow from financing activities improved to ¥562,175,082.95 from ¥86,352,790.99, showing a substantial increase of about 551.36%[22] Assets and Liabilities - Total assets increased by 8.38% to ¥10,990,550,106.06 from ¥10,140,899,265.32 at the end of the previous year[5] - Total current assets increased to CNY 6,870,853,748.94 from CNY 6,063,754,663.25, reflecting a growth of approximately 13.3%[16] - Total liabilities rose to ¥9,053,469,879.06, compared to ¥8,248,197,120.32, marking an increase of 9.8%[18] - The total equity attributable to the parent company increased to ¥1,831,574,840.28, up from ¥1,788,531,962.51, a rise of 2.4%[18] Research and Development - The company reported a 35.03% increase in R&D expenses, totaling ¥101,081,677.78, reflecting a commitment to innovation[10] - Research and development expenses for the current period were ¥101,081,677.78, which is a 34.9% increase from ¥74,857,232.50 in the previous period[19] Shareholder Information - Total number of common shareholders at the end of the reporting period is 129,327[12] - The largest shareholder, Nanjing Paili Si Te Technology Co., Ltd., holds 29.40% of shares, totaling 254,894,742 shares[12] - The second-largest shareholder, Wu Bo, owns 12.80% of shares, amounting to 110,996,700 shares[12] Other Financial Metrics - The company’s gross profit margin improved, with operating costs rising by 32.05% to ¥892,438,392.24 due to increased sales volume[10] - The weighted average return on equity rose to 0.73%, up from 0.26% in the previous year, indicating enhanced profitability[5] - Other comprehensive income after tax for the current period was ¥30,457,819.82, compared to a loss of ¥12,128,877.15 in the previous period[20] Future Announcements - The company plans to announce its 2024 performance forecast on January 25, 2025[14] - The company has completed the share repurchase and cancellation process, with an announcement expected on March 8, 2025[14] - The company is undergoing a review for high-tech enterprise status for its subsidiary, with an announcement expected on March 12, 2025[14]

2025年以来，人形机器人正以更丰富的表现和更多元的应用场景加速融入人类社会。而在这个被普遍认 为将是人形机器人量产"元年"的一年里，究竟能有多少人形机器人，被摆上货架，或走进应用场景？ 4月16日，据21世纪经济报道记者获悉，国内头部人形机器人企业优必选规划，2025年人形机器人产能 1000台，预计交付几百台；2025年，在各个场景都顺利落地的情况下，乐观估计2026年人形机器人交付 将达数千台；2027年有望实现万台级别的交付。 这也是继乐聚机器人、智元机器人等玩家给出"预测"数据后，又一个明确公开量产计划的头部人形机器 人企业。 另据高工机器人产业研究所（GGII）最新发布的《2025中国人形机器人产业发展蓝皮书》预测，2025 年，全球人形机器人市场销量有望达到1.24万台，市场规模63.39亿元。其中，中国人形机器人的销量或 将达到7300台。 该机构还预测，到2030年，全球人形机器人市场销量将接近34万台，市场规模将超过640亿元；到2035 年，全球人形机器人市场销量将超过500万台，市场规模将超过4000亿元。 然而，在人形机器人商业化的初级阶段，再乐观的预期，都有些"镜花水月"的意味。横 ...

Core Insights - The humanoid robot industry is expected to transition from the formation phase to the expansion phase, with significant acceleration in industrial development anticipated by 2025, marking a potential year for commercial mass production of humanoid robots [1][2] - The first batch of national standards for humanoid robots has been officially established, and the index for the robot industry has undergone a significant revision, with humanoid robot-related companies now accounting for over 50% of the index weight, reaching 53% [1][4] - The E Fund National Robot Industry ETF (159530) has seen its scale increase to 630 million shares this year, with a remarkable growth rate of 313% [1][3] Investment Logic - The humanoid robot sector is poised for a major investment opportunity in 2025, driven by continuous breakthroughs in AGI technology, improved supply chain structures, and growing downstream application demands [2][3] - The National Robot Industry Index has outperformed similar indices, with an annualized return of 7.8% since 2018, exceeding comparable indices by 5.1 percentage points, and a return of 83.7% since the "9.24" market rally in 2024, outperforming peers by 24.7 percentage points [5] Index Composition - The National Robot Industry Index includes companies involved in robot bodies, core components, and other related fields, with the top 50 companies selected based on average daily market capitalization over the past six months [3][4] - Key weight stocks in the index include Shuanghuan Transmission (5.26%), Grepow (4.69%), and Stone Technology (4.43%) [4]

南京埃斯顿自动化股份有限公司 关于公司完成工商变更登记的公告 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。 南京埃斯顿自动化股份有限公司（以下简称"公司"）分别于 2024 年 12 月 30 日、2025 年 1 月 15 日召开第五届董事会第十一次会议、2025 年第一次临时 股东大会审议通过了《关于变更回购股份用途并注销的议案》《关于减少公司注 册资本并修订<公司章程>的议案》，同意公司将回购专用证券账户中 2,513,000 股回购股份的用途由"用于员工持股计划或股权激励计划"变更为"用于注销并 减少公司注册资本"。经中国证券登记结算有限责任公司深圳分公司审核确认， 本次回购股份注销事宜已于 2025 年 3 月 6 日办理完成。具体内容详见公司于 2024 年 12 月 31 日、2025 年 1 月 16 日、2025 年 3 月 8 日披露于《证券时报》 《上海证券报》和巨潮资讯网（www.cninfo.com.cn）的相关公告。 目前，公司已办理完成了注册资本的工商变更登记工作,并取得了南京市市 场监督管理局换发的《营业执照》。本次变更完成后 ...

发力人形机器人，宁企站上赛道前沿 □ 本报记者 李 凯 英伟达CEO黄仁勋携迪士尼机器人亮相GTC大会，发布人形机器人通用开源模型；国家地方共建人 形机器人创新中心成立具身智能仿真平台，并发布开放基金；北京将于下个月举办全球首个人形机器 人"半马"比赛…… 过去一周，人形机器人话题持续火热。在南京，人形机器人科技创新及产业发展的热度也丝毫不 减。 "灵巧手"可以拧螺丝、捏镊子，灵活度比肩特斯拉旗下人形机器人；脑机接口技术解码人脑神秘信 号，据此研发出无创导航手术机器人——这是南京麒麟科创园"中科系"初创科技企业背靠"国家队"的最 新成果。 集萃智能攻坚电动伺服、电液伺服系统，神源生智能科技量产六维力传感器，天创电子发布全球首 款防爆人形机器人，国产工业机器人"一哥"埃斯顿（002747）即将推出第二代人形机器人——南京民营 企业带头啃下一个个"最难啃的骨头"。 "具身智能"和"智能机器人"今年首次被写入政府工作报告。人形机器人是智能机器人的高阶形态， 也是具身智能的最佳载体，备受全球科技和资本关注。2025年更是被视为人形机器人"量产元年"。 面向这个万亿级全新赛道，国内多地争相入局竞逐正酣。本报记者在南京走 ...

Group 1: Company Performance and Market Position - In 2024, the domestic industrial robot market saw a slight increase in sales by 3.9%, while the company's industrial robot shipments grew by approximately 20%, surpassing the industry growth rate [5] - The company maintained its position as the leading domestic brand in China's industrial robot market for seven consecutive years, ranking second globally in sales [5] - The market share of domestic industrial robot manufacturers increased to 52.3% in 2024, up by 7.2 percentage points from 2023 [6] Group 2: Industry Trends and Demand - The automotive, electronics, and metal processing industries are experiencing rapid growth, contributing to increased demand for industrial robots [5] - The company anticipates significant opportunities for domestic substitution in high-end application areas, particularly in automotive and electronics sectors [9] Group 3: Strategic Planning for 2025 - The company plans to enhance organizational efficiency and cost management while expanding business channels and increasing R&D investment [10] - Key strategies include optimizing the marketing system, increasing R&D efforts for high-end applications, and expanding overseas market presence [11][12] Group 4: Focus on Automotive Market - The automotive sector is a strategic focus, with efforts to penetrate the market through established relationships with major clients and enhancing product offerings [13][14] - The company aims to strengthen its capabilities in high-load applications and core welding processes to address industry challenges [14] Group 5: Development in Humanoid Robotics - The company is investing in humanoid robotics through its stake in Nanjing Estun Cozhuo Technology, focusing on core components and intelligent software platforms [15] - The first humanoid robot, CODROID 01, was showcased in September 2024, indicating progress in the integration of AI and robotics [15]

股票代码：002747 股票简称：埃斯顿 公告编号：2025-011 号 南京埃斯顿自动化股份有限公司 董 事 会 2025 年 3 月 12 日 南京埃斯顿自动化股份有限公司 关于子公司通过高新技术企业复审的公告 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。 南京埃斯顿自动化股份有限公司（以下简称"公司"）子公司南京埃斯顿软 件技术有限公司（以下简称"埃斯顿软件"）、南京埃斯顿智能系统工程有限公司 （以下简称"埃斯顿智能"）于近日收到了由江苏省科学技术厅、江苏省财政厅、 国家税务总局江苏省税务局联合颁发的高新技术企业证书，具体情况如下： | 公司名称 | 证书编号 | 发证日期 | | | | | | 有效期 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 南京埃斯顿软件技术有限公司 | GR202432011572 | 2024 | 年 | 12 | 月 | 16 | 日 | 三年 | | 南京埃斯顿智能系统工程有限公司 | GR202432004779 | 2024 | 年 | 1 ...

股票代码：002747 股票简称：埃斯顿 公告编号：2025-010 号 南京埃斯顿自动化股份有限公司 关于使用部分闲置自有资金进行现金管理的进展公告 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。 一、进行现金管理的审批情况 南京埃斯顿自动化股份有限公司（以下简称"公司"）分别于第五届董事会 第六次会议、第五届监事会第六次会议、2023 年年度股东大会审议通过了《关 于公司及子公司使用部分闲置募集资金和自有资金进行现金管理的议案》，同意 公司及子公司拟对最高余额不超过人民币 10 亿元的闲置自有资金适时进行现 金管理，投资于流动性好、安全性高的中、低风险理财产品；在上述额度内可滚 动使用暂时闲置的自有资金进行现金管理。公司及子公司应严格遵守审慎投资原 则，选择银行、证券公司等金融机构的中、低风险短期的投资品种，以及进行结 构性存款、大额存单、国债逆回购、收益凭证、资管计划等方式的短期现金管理。 具体内容详见 2024 年 4 月 30 日、2024 年 5 月 22 日披露在巨潮资讯网 （http://www.cninfo.com.cn）的相关公告。 （1） ...

股票代码：002747 股票简称：埃斯顿 公告编号：2025-009号 南京埃斯顿自动化股份有限公司 关于回购股份注销完成暨股份变动的公告 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： 1、南京埃斯顿自动化股份有限公司（以下简称"公司"）本次注销的回购 股份数量为 2,513,000 股，占本次回购股份注销前总股本的 0.29%，实际回购注 销金额为 60,090,842.88 元；本次注销完成后，公司总股本由 869,531,453 股变 更为 867,018,453 股。 2、经中国证券登记结算有限责任公司深圳分公司审核确认，本次回购股份 注销事宜已于 2025 年 3 月 6 日办理完成。 根据《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》等相关规定，现将公司本次回购股份注销完成暨股 份变动的具体情况公告如下： 一、回购股份方案及实施情况 2 四、本次注销回购股份对公司的影响 公司于 2021 年 9 月 13 日召开的第四届董事会第十六次会议审议通过了《关 于回购公司股份方案的议案》，同意公司以集中竞 ...

2024 年 10 月 25 日，南京埃斯顿自动化股份有限公司（以下简称"公司"） 全资子公司 Cloos Holding GmbH 与招商银行股份有限公司（以下简称"招商银 行"）签订了《贷款协议》，由 Cloos Holding GmbH 向招商银行申请 2,800 万 欧元的贷款，用于偿付 Cloos Holding GmbH 向中国银行股份有限公司法兰克福 分行借取的剩余并购贷款 2,800 万欧元。同日，公司及控股股东南京派雷斯特科 技有限公司分别与招商银行签署了《保证合同》，为 Cloos Holding GmbH 向招 商银行申请的上述贷款提供连带责任保证，保证金额为 2,800 万欧元。具体内容 详见公司 2024 年 10 月 26 日在巨潮资讯网（www.cninfo.com.cn）披露的《关于 为子公司提供担保的进展公告》（公告编号：2024-058 号）。 二、担保进展情况 根据协议约定，公司全资子公司南京鼎派机电科技有限公司（以下简称"鼎 派机电"）将以其所持有的 Cloos Holding GmbH 100%股权、Cloos Holding GmbH 以其所持有的 Carl Clo ...