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汇川技术:数字能源管理的格局高于传统储能业务
Zheng Quan Ri Bao Zhi Sheng· 2025-10-27 11:40
(编辑 袁冠琳) 证券日报网讯 汇川技术10月27日发布公告,在公司回答调研者提问时表示,数字能源管理的格局高于 传统储能业务,其核心在于构建一个数字化能源管理平台,通过该平台实现对能源结构及能源高效利用 进行管理。储能作为解决方案的一部分,此外,数字能源管理还将高耗能企业的生产工艺与节能技术相 结合,引入自动化产品和技术,以提升能源利用效率。 ...
汇川技术:海外业务目前已投入700多名人员
Zheng Quan Ri Bao Zhi Sheng· 2025-10-27 11:40
证券日报网讯 汇川技术10月27日发布公告,在公司回答调研者提问时表示,海外业务目前已投入700多 名人员。研发端重点加大安全类产品及符合欧标、北美标准的产品开发力度。在匈牙利、北美布局工厂 并持续加大投入,国际化是公司重要的战略,核心战略围绕"研、产、销、投"展开,其中投资并购方 面,公司仍在寻找合适标的。公司将通过实施扩建生产基地、建设研发中心、扩充办事处等措施,推动 全球化布局战略的落地。 (编辑 袁冠琳) ...
汇川技术:公司将重点发展“AI+视觉”技术
Zheng Quan Ri Bao Zhi Sheng· 2025-10-27 11:40
Core Viewpoint - The acquisition of ABB's robotics business by SoftBank reflects the increasing competitiveness of Chinese companies in the six-axis robot sector, indicating that international giants are facing pressure from the rise of Chinese robotics firms [1] Group 1: Industry Insights - The high-end market, particularly in the automotive sector, is currently dominated by foreign companies, but it represents the largest potential replacement market in the future [1] - Chinese companies are gradually penetrating high-end application fields as they mature in robot body performance and technical solutions [1] Group 2: Company Strategy - The company plans to focus on the development of "AI + Vision" technology and aims to deeply integrate it into industrial robots to enhance intelligence levels [1] - The company is positioning itself to seize significant development opportunities in the robotics sector [1]
汇川技术:目前公司已成立数字能源管理事业部
Zheng Quan Ri Bao Zhi Sheng· 2025-10-27 11:40
(编辑 袁冠琳) 证券日报网讯 汇川技术10月27日发布公告,在公司回答调研者提问时表示,公司将数字能源管理提升 至新的战略高度,其内涵远不止于当前竞争激烈的储能业务,而是聚焦于ToB端和园区端,依托"双 碳"目标与数字化技术打造新业务模式。国内业务凭借产品和技术优势持续推进,同时拓展海外渠道。 目前公司已成立数字能源管理事业部,利用公司在电力电子和数字化方面的技术优势,重点向数字化场 景解决方案进行投入。 ...
汇川技术:公司并不直接研发大模型
Zheng Quan Ri Bao Zhi Sheng· 2025-10-27 11:40
(编辑 袁冠琳) 证券日报网讯 汇川技术10月27日发布公告,在公司回答调研者提问时表示,在软件布局方面,公司并 不直接研发大模型,但会积极应用开源大模型。在智能机器人软件方面,公司重点投入两个方向:一是 视觉技术,已将视觉与机器人团队合并,旨在推动视觉与控制端的融合,形成更好的解决方案;二是运 动控制技术,强调将末端运动控制能力与大模型结合,提升精细操作的实现效果。公司正持续加大在视 觉、运动控制与大模型融合方面的投入,以实现软硬件协同优势。 ...
汇川技术:公司内部将AI智能体广泛应用于研发编程、测试、数据共享及售后服务等场景
Zheng Quan Ri Bao Zhi Sheng· 2025-10-27 11:40
Core Insights - The company, Huichuan Technology, announced on October 27 that it is widely applying AI agents in various internal scenarios such as R&D programming, testing, data sharing, and after-sales service [1] - The AI agents trained on internal data have effectively improved management efficiency and operational effectiveness [1] - However, the company faces challenges when deploying AI agents to clients, specifically due to insufficient client-side data and a lack of domain knowledge [1] - The current strategy is to embed the "Industrial Brain" as a core capability within overall solutions, utilizing IFA/digital platforms to meet specific AI application needs [1]
汇川技术:当前中国工业软件的发展难点主要集中在核心技术积累不足、平台化能力弱等压力
Zheng Quan Ri Bao Zhi Sheng· 2025-10-27 11:40
Core Insights - Huichuan Technology announced on October 27 that the challenges in industrial software vary by category, including PLM, CAD, and CAM [1] - The core difficulty of CAX software lies in the accumulation of underlying mathematics and physical models, where Chinese companies are relatively weak [1] - While some domestic companies can quickly develop customized and simplified products based on customer needs and perform well in niche areas, they still struggle to compete with international giants in building large software integration platforms [1] - The main challenges for the development of industrial software in China are insufficient core technology accumulation and weak platform capabilities [1]
汇川技术:锂电行业的增长是通用自动化业务增长的贡献之一
Zheng Quan Ri Bao Zhi Sheng· 2025-10-27 11:40
(编辑 袁冠琳) 证券日报网讯 汇川技术10月27日发布公告,在公司回答调研者提问时表示,锂电行业的增长是通用自 动化业务增长的贡献之一;除此之外,公司在半导体、3C装备、机床、显示设备、汽车装备等多行业 也实现了较好的增长;这些行业对伺服和PLC的需求较高,推动通用自动化业务板块的较好增长。 ...
汇川技术:公司的垂直小模型在视觉、预测性维护等领域已有长期积累
Zheng Quan Ri Bao Zhi Sheng· 2025-10-27 11:40
Core Viewpoint - Huichuan Technology announced on October 27 that it does not develop large models itself but integrates open-source models with industrial scenarios for application development, emphasizing that companies with industrial backgrounds have advantages in implementing such applications [1] Group 1 - The company has a long-standing accumulation in vertical small models in areas such as vision and predictive maintenance [1] - Industrial AI relies on understanding industrial scenarios and the ability to acquire and train industrial data [1]
汇川技术:今年以来气动产品、CNC、机床上用的精密机械、传感器等产品均实现较快增长
Zheng Quan Ri Bao Zhi Sheng· 2025-10-27 11:40
Core Viewpoint - Huichuan Technology announced on October 27 that its general automation segment includes products such as pneumatics, CNC, precision machinery, high-efficiency motors (excluding general servo motors), and sensors. The company noted that these products have experienced rapid growth this year, indicating a promising future for these segments despite their current smaller scale [1]. Group 1: Product Performance - Pneumatic products, CNC, precision machinery used in machine tools, and sensors have all achieved significant growth this year [1]. - The overall scale of these businesses is currently small, but they are in a phase of continuous cultivation and expansion [1]. Group 2: Future Outlook - The company believes that there is considerable growth potential for these products in the future [1].