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“实习生”进化中,“转正”可期
Si Chuan Ri Bao· 2025-07-22 21:40
□四川日报全媒体记者 高杲身高约170厘米,黑色的躯干,银色的四肢,一台人形机器人在产线上 搬箱子……这是由上海智元新创技术有限公司研发的A2-W轮式机器人,现已"入职"位于绵阳市的 富临精工股份有限公司,成为该企业生产车间的一名"实习生"。7月9日,它开启首场"打工"直 播,3个小时自主搬运了800多个重15公斤左右的周转箱。当前,机器人进厂"打工"正在悄然蔓 延。一大批焊接机器人、码垛机器人、搬运机器人等工业机器人走进生产车间。这些机器人干得 怎么样?距离大规模运用还有多远?近日,记者跟随A2-W轮式机器人,探寻机器人进厂"打工"之 路。进厂"打工"3小时零失误搬了800多个箱子走进富临精工装配车间搬运区域,记者看到了忙碌 的A2-W轮式机器人,它身边摆放着几十个料箱,里面装有内齿圈、航星轮等汽车零部件,每个箱 子重15公斤左右。面对料箱,A2-W上半身迅速下移,伸出狭长的双臂,并带动手臂多个关节翻 转,然后缓缓上升,将料箱稳稳搬起,转身向不远处的货架走去,再次下移重心,将料箱放在托 盘上。"A2-W已'入职'1个月,是我们生产车间的'实习生'。"富临精工机器人应用小组项目负责人 潘昊介绍,此前,富临精工 ...
A股盐湖提锂板块持续走强,国机通用、西藏城投双双涨停,西藏珠峰、西藏矿业涨超6%,碧水源、金圆股份、富临精工跟涨。
news flash· 2025-07-21 01:59
A股盐湖提锂板块持续走强,国机通用、西藏城投双双涨停,西藏珠峰、西藏矿业涨超6%,碧水源、 金圆股份、富临精工跟涨。 ...
富临精工20250506
2025-07-16 06:13
非常好,欢迎大家早上来接受我们国际电话会议的第五期。那么今天我们给大家汇报一下我们节前刚刚发布深度报告的这个复令进攻的这样一个推荐。那么最近这段时间呢,其实我们对于这个理电这个板块的推荐有一条很重要的主线,就是主页非常稳健,同时也在积极布局一些像机器人啊,半导体啊,这些第二增长曲线的一些公司。 那么傅林金工呢就是这样一家比较典型的这个标的啊甚至他的主业不只是文件啊甚至在这个零酸铁力的技术迭代的过程当中可能会打造为一家这个铁力的一个新龙头啊那么我们接下去就把时间交给这篇报告的这个主笔研究员陆文杰给大家做一个详细的一个汇报啊文杰 好的感谢杨老师各位投资者早上好然后也是感谢大家这么早来接入我们这边的一个进门的一个会议然后我这边的话是节前发布了一个富林金工的一个深度的报告那么现在我们就是就节前的深度以及我们推荐的一个观点然后我再向各位把我们整体的一些内容PPT过一遍然后再继续重申一下我们对于富林金工向公司的推荐 那么这个首先呢就是呃从呃核心的这个观点上来看的话呢呃第一个啊我们呃认为说呢呃在过去的这两到三年的这个时间里面呢呃其实弗林金工呢是一家比较稀缺的也比较典型的一家 因为受到了这种下游这种往高性能电池发展的这么一种 ...
机器人八天吸金超20亿!
第一财经· 2025-07-16 03:47
本文字数:1879,阅读时长大约3分钟 2025.07. 16 "现在好的项目都很贵。"浙江容亿投资管理有限公司高级合伙人顾巨峰告诉第一财经记者,评判一家机器 人企业是否值得投,要看项目面向的场景。"企业是不是找到落地的场景了?这个场景是不是有真实的需 求和用户?"顾巨峰说,判断一家机器人企业是否是好企业的方法非常简单,"去看企业的出货量、营收、 盈利,挣钱的企业就是好企业"。 第一财经记者注意到,本轮融资的企业中,也有一些企业公布了部分财务和市场数据。根据蓝点触控披 露,该公司已经连续两年营收同比增速超过了 100% ,该公司核心产品人形机器人六维力传感器 2024 年市占率突破了 70% , 2025 年上半年多个单一客户出货量达到了千台级。 作者 | 第一财经 乔心怡 郑星语 一轮密集的融资正在涌向机器人行业。 7 月 15 日晚间,智元机器人宣布获得了正大机器人的战略投资。同一时间,机器人力传感器制造商蓝点 触控也宣布完成了 B 轮融资,融资额近亿元人民币。第一财经记者梳理发现,自 7 月 7 日以来,共有十 家行业企业官宣了融资,总融资金额超过 20 亿元人民币。与此同时,有超过五家机器人企业在上周 ...
电动车2025年中期策略:稳健增长低估值,聚焦锂电龙头和固态新技术
Soochow Securities· 2025-07-13 05:06
Group 1 - The report highlights a steady increase in domestic electrification rates and a strong recovery in European sales, with global sales expected to grow by 21% in 2025 and maintain over 15% growth in 2026 [2][3] - In 2025, domestic electric vehicle sales are projected to reach 5.61 million units, a year-on-year increase of 44%, with an annual growth forecast of 25% [2][5] - The report anticipates a robust demand for lithium batteries, with a revised growth estimate of over 30% in 2025 and nearly 20% in 2026, driven by strong energy storage policies and market dynamics [2][3] Group 2 - The report indicates that the profitability of the industry has begun to recover slightly, with leading companies starting to expand production in an orderly manner, while smaller firms continue to exit the market [2][3] - The report notes a significant disparity in profitability across different segments of the supply chain, with leading battery manufacturers maintaining high profit levels compared to second-tier manufacturers [2][3] - The solid-state battery technology is highlighted as a key area of focus, with advancements expected in sulfide-based materials and core equipment, indicating a rapid acceleration in industrialization [2][3] Group 3 - Investment recommendations emphasize focusing on leading lithium battery companies and those accelerating the industrialization of solid-state technologies, with specific companies identified for potential investment [2][3] - The report suggests that the lithium carbonate price has reached a bottom, making it favorable to invest in companies with quality resources [2][3] - The report identifies several companies in the solid-state battery sector that are expected to benefit from technological advancements and market demand [2][3]
三小时搬800箱,一台机器人或可替代约1.4~2名工人!实探智元机器人落地工厂
第一财经· 2025-07-11 13:03
Core Viewpoint - The deployment of the A2-W robot at Fulin Precision Engineering represents a significant step in the practical application of robotics in manufacturing, highlighting the challenges and complexities involved in integrating robots into real-world production environments [1][3]. Group 1: Robot Deployment and Functionality - The A2-W robot, a versatile wheeled robot with seven degrees of freedom, successfully handled over 800 material boxes during a live demonstration, showcasing its capabilities in sorting, navigation, and precise placement [1][4]. - The robot utilizes a customized gripper to manage tightly stacked boxes, employing complex perception and decision-making systems to adapt to the random and uncertain nature of the material box arrangement [4][5]. - Safety is a priority, as the robot halts operations when human presence is detected, addressing the unpredictable factors in a factory environment [5][6]. Group 2: Engineering Challenges - The integration of the A2-W robot into the factory setting presents significant engineering challenges, particularly in ensuring the deep coupling of algorithms and hardware to maintain system precision and safety [8][10]. - Real-world conditions, such as lighting and electromagnetic interference, can disrupt the robot's visual recognition and signal transmission, necessitating continuous algorithm optimization based on actual operational data [6][10]. Group 3: New Industry Roles and Collaboration - New roles are emerging in the industry focused on deploying robots and bridging the gap between laboratory development and factory implementation, exemplified by the establishment of Annu Intelligent [11]. - The collaboration between Fulin Precision Engineering and Zhiyuan Robotics aims to create a joint venture for humanoid robot applications, indicating a trend towards shared investment and resource pooling in the robotics sector [11][16]. Group 4: Cost Considerations and Operational Efficiency - The cost of deploying an A2-W robot ranges from 400,000 to 800,000 yuan, with ongoing operational and maintenance expenses that must be factored into the overall cost-benefit analysis [14][15]. - A single robot can replace approximately 0.7 labor-intensive positions, potentially increasing to 1.4 to 2 positions with continuous operation, highlighting the efficiency gains robots can provide in manufacturing [14][15]. Group 5: Capital and Market Strategy - Zhiyuan Robotics is actively pursuing capital investments and partnerships to strengthen its market position, including acquiring a controlling stake in Weiwai New Materials [16][17]. - The focus on product commercialization and achieving a favorable return on investment is critical for the long-term success of robotics in manufacturing, as emphasized by industry experts [17][18].
富临精工:实际控制人安治富计划减持不超过1%公司股份
news flash· 2025-07-11 12:37
Core Viewpoint - The actual controller of Fulin Precision (300432.SZ), An Zhifu, plans to reduce his holdings by up to 1% of the company's shares due to personal financial needs [1] Summary by Relevant Sections - **Share Reduction Plan** - An Zhifu intends to reduce his holdings by a total of 17,097,602 shares, which represents 1.00% of the company's total share capital [1] - The reduction will occur within three months starting from fifteen trading days after the announcement date, using a centralized bidding method [1] - **Source of Shares** - The shares to be reduced are sourced from those acquired before the company's initial public offering, shares issued for fundraising, and shares obtained through capital reserve conversion [1]
富临精工(300432) - 关于实际控制人减持股份的预披露公告
2025-07-11 12:32
证券代码:300432 证券简称:富临精工 公告编号:2025-047 富临精工股份有限公司 关于实际控制人减持股份的预披露公告 公司实际控制人安治富先生保证向本公司提供的信息内容真实、准确、完整,没有虚 假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示: 持有富临精工股份有限公司(以下简称"公司")股份186,338,701股(占 本公司总股本比例10.90%)的实际控制人安治富先生计划自本公告发布之日起十 五个交易日后的三个月内,以集中竞价方式减持公司股份累计不超过 17,097,602股(占本公司总股本比例1.00%)。 公司于近日收到公司实际控制人安治富先生出具的《股份减持计划告知函》。 现将有关情况公告如下: 一、拟减持股东的基本情况 | 股东名称 | 股东身份 | 截至本公告日持股数量(股) | 占公司总股本比例 | | --- | --- | --- | --- | | 安治富 | 公司实际控制人 | 186,338,701 | 10.90% | 二、本次减持计划的主要内容 (一)本次拟减持股份的具体安排 1、拟减持原因:个人资金需求。 ...
实探智元机器人落地工厂:三小时搬800箱,能否打通最后一百米?
Di Yi Cai Jing· 2025-07-11 11:30
智元机器人则在一手铺开"资本盘"的同时,也试图在"成本账"上算出答案。 "上岗"一个月后,A2-W终于"上播"了。 在富临精工(300432.SZ)位于绵阳的工厂内,第一财经记者看到了正在搬运物料周转箱的智元机器人A2-W。当物料周转箱到达卸货区后,A2-W需要对堆 叠起来的物料箱进行识别分拣、导航避障搬运、精准放置等工作。在三个小时的直播中,A2-W完成了搬运800余个周转箱的任务。 机器人进厂,并不是让机器人"动起来"这么简单。从处理复杂产线中的工程难题,到解决关键零部件的一次偶发故障,再到跨工厂部署的能力复用,每一步 都考验着算法、本体、系统集成和现场工程的协同配合。在智元机器人的大模型和本体技术之外,一条完整的生态链条正逐步浮出水面:以安努智能为代表 的集成部署厂商正在打通机器人落地的"最后一百米",以富临精工(300432.SZ)为代表的核心零部件厂商正在提供真实场景验证。 智元机器人则在一手铺开"资本盘"的同时,也试图在"成本账"上算出答案。毕竟,最终能穿过资本热潮、算法幻觉和工程鸿沟的,才是真正能落地的机器 人。 - 20 I 202210 机器人"实战",工程化难题待解 在富临精工(30043 ...
在自动化程度够高的新能源车厂,机器人还能干啥?
3 6 Ke· 2025-07-10 04:43
Group 1 - The year 2025 is seen as a critical year for the commercialization of embodied intelligence, with companies demonstrating its application in factory logistics through live broadcasts [1] - During a three-hour live demonstration, the A2-W robot successfully handled over 800 turnover boxes without any errors, showcasing its capabilities in high-precision operations and autonomous adjustments [1][3] - The A2-W robot can identify and adjust to various sizes and weights of boxes, and it features multi-modal perception and dynamic obstacle avoidance, ensuring safety in shared workspaces [1][3] Group 2 - Despite its advanced capabilities, the A2-W's handling cycle time is approximately 40 seconds, which is slower than the human average of 30-35 seconds, indicating room for efficiency improvement [3] - The importance of embodied intelligence in factories is highlighted by its adaptability to flexible production needs, especially in the context of rapid changes in the automotive industry [3] - The application of embodied intelligence can reduce the need for frequent upgrades to automated production lines, thus lowering costs as production volumes increase [3] Group 3 - Fulin Precision, the destination of the A2-W's operations, is a listed company in the automotive parts sector, experiencing rapid growth in new energy vehicle components [3] - The collaboration between Zhiyuan Robotics and Fulin Precision, along with Annu Intelligent's engineering deployment, emphasizes the integration of robotics in modern manufacturing [3][4] - Annu Intelligent aims to provide comprehensive engineering solutions by collecting data across various dimensions, including sensor data and operational parameters, to enhance the deployment of embodied intelligence [4]