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].

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]

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。 ...

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 ...

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]

Core Viewpoint - The acquisition of a majority stake in A-share listed company Wisen Technology by Zhiyuan Robotics marks a significant step in the development and deployment of humanoid robots in industrial settings, showcasing their capabilities through a live demonstration of the A2-W robot [1][2]. Group 1: Company Developments - Zhiyuan Robotics plans to acquire at least 63.62% of Wisen Technology's shares through a combination of equity purchases and further increases in holdings [1]. - The A2-W robot demonstrated its operational capabilities by completing tasks in a live broadcast, showcasing its ability to work in both fixed and generalized scenarios [2][3]. - The A2-W robot can perform tasks with a 0% error rate over a 3-hour period, handling over 800 turnover boxes, and is designed for high-intensity work environments [2][3]. Group 2: Technological Advancements - The A2-W robot features advanced capabilities such as multi-modal perception, dynamic obstacle avoidance, and autonomous path planning, allowing it to work safely alongside human operators [2][3]. - Equipped with a fisheye camera and a six-dimensional force sensor, the A2-W can identify object weight and detect blockages, enhancing its operational stability [3]. - The robot's dual-arm design allows it to handle various sizes and weights of boxes, and it can autonomously adjust its posture for effective handling [2][3]. Group 3: Industry Context - The manufacturing industry faces challenges such as labor shortages and high labor costs, making humanoid robots like the A2-W essential for flexible production needs [4]. - Traditional industrial robots are limited in adaptability, while humanoid robots can perform complex tasks in dynamic environments, thus addressing the need for flexible production [4]. - The collaboration between Zhiyuan Robotics and Fulin Precision highlights the growing importance of humanoid robots in industrial applications, with expectations for further advancements in speed, load capacity, and adaptability [3][4]. Group 4: Strategic Partnerships - Zhiyuan Robotics has established partnerships with various companies, including Fulin Precision and Annu Intelligent, to enhance its robot application solutions and services [5][6]. - The company has invested in multiple upstream and downstream enterprises within the robotics industry, aiming for a comprehensive layout in robot manufacturing and application [6]. - Future plans include accelerating the iteration of robot bodies and algorithms to promote the large-scale application of humanoid robots in various industrial scenarios [7].

Investment Rating - The report does not provide specific investment ratings for the industry segments [2]. Core Insights - The overall strategy emphasizes the evolution of the supply side in the new energy sector, focusing on innovation and avoiding "involution" in the market [3][5]. - The new energy vehicle supply chain is entering a new cycle, with companies like CATL benefiting from collaborations with tech giants like Xiaomi and Huawei [3][21]. - The lithium battery sector is expected to see a positive outlook, with production forecasted to exceed 130 GWh in July, marking a nearly 40% year-on-year increase [4][35]. - The photovoltaic industry is facing challenges due to overcapacity and competition, but recent government measures aim to optimize supply and stabilize the market [5][25]. Summary by Sections New Energy Vehicle Supply Chain - The downstream landscape is evolving, with companies like CATL collaborating with automakers to enhance production efficiency and shorten delivery times [3][27]. - The launch of Xiaomi's YU7 has exceeded expectations, indicating a shift in consumer behavior towards valuing emotional and intelligent experiences in vehicles [21][22]. Lithium Battery Sector - The lithium battery production is projected to grow, with significant investments in high-end products and solid-state technologies [4][35]. - Companies like Fulin Precision and Enjie are expanding their production capabilities, focusing on high-performance lithium iron phosphate and solid-state battery materials [4][31]. Photovoltaic Industry - The photovoltaic sector is expected to confirm a mid-term bottom as supply-side optimization measures are implemented [5][25]. - Major glass manufacturers in the photovoltaic industry plan to reduce production by 30% starting in July to address overcapacity issues [5][25]. Offshore Market Opportunities - Leading companies like EVE Energy are investing in overseas projects, such as a new energy storage project in Malaysia worth up to 8.654 billion yuan [4][22]. - The establishment of independent pricing systems and production capacities in overseas markets is seen as a strategy to enhance profitability [4][22]. AI and New Energy Integration - The integration of AI with new energy sectors is highlighted, with companies exploring innovative applications and market breakthroughs [8][21]. - The report notes the acceleration of controlled nuclear fusion technology, with companies like CFS partnering with Google for future energy supply [8][34].

本公司及监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。 富临精工股份有限公司（以下简称"公司"）第五届监事会第二十次会议通知 于2025年7月3日以电话及专人送达方式向各位监事发出，并于2025年7月7日在公 司会议室以现场方式召开。应出席会议的监事3人，实际出席会议的监事3人。会议 由监事会主席胡国英女士主持。会议的召集、召开符合《公司法》及《公司章程》 规定。 一、审议通过了《关于向子公司提供财务资助的议案》 为支持公司控股子公司江西升华新材料有限公司（以下简称"江西升华"）及 其子公司业务发展，满足其资金周转及日常经营需要，在不影响公司正常经营的前 提下，公司拟以自筹资金向江西升华及其子公司提供不超过 20,000 万元人民币的 财务资助，在上述额度范围内循环使用，期限自实际借款之日起不超过 12 个月， 按年化利率 4.2%收取利息，根据实际发生的资助金额和资助时间，按季付息，到 期偿还本金，具体以实际借款协议为准。 江西升华为公司的控股子公司，鉴于自身经营情况和资金情况，江西升华的其 它股东未就本次财务资助事项提供同比例财务资助及担保。公司对江西升华具有 实 ...

证券代码：300432 证券简称：富临精工 公告编号：2025-043 富临精工股份有限公司 第五届董事会第二十四次会议决议公告 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。 富临精工股份有限公司（以下简称"公司"）第五届董事会第二十四次会议通 知于 2025 年 7 月 3 日以通讯方式向各位董事发出，并于 2025 年 7 月 7 日以通讯 表决方式召开。应出席会议的董事 9 人，实际出席会议的董事 9 人，公司监事及高 级管理人员列席了会议，会议由董事长王志红先生主持。会议的召集、召开符合《公 司法》及《公司章程》规定。 一、审议通过了《关于向子公司提供财务资助的议案》 为支持公司控股子公司江西升华新材料有限公司（以下简称"江西升华"）及 其子公司业务发展，满足其资金周转及日常经营需要，在不影响公司正常经营的前 提下，公司拟以自筹资金向江西升华及其子公司提供不超过 20,000 万元人民币的 财务资助，在上述额度范围内循环使用，期限自实际借款之日起不超过 12 个月， 按年化利率 4.2%收取利息，根据实际发生的资助金额和资助时间，按季付息，到 期偿还 ...

证券代码：300432 证券简称：富临精工 公告编号：2025-045 1 富临精工股份有限公司 关于向子公司提供财务资助的公告 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。 重要内容提示： 1、富临精工股份有限公司（以下简称"公司"）拟以自筹资金向控股子公 司江西升华新材料有限公司（以下简称"江西升华"）及其子公司提供不超过 20,000 万元人民币的财务资助，在上述额度范围内循环使用，期限自实际借款 之日起不超过 12 个月，按年化利率 4.2%收取利息，根据实际发生的资助金额和 资助时间，按季付息，到期偿还本金，具体以实际借款协议为准。 2、本次财务资助事项已经公司 2025 年 7 月 7 日召开的第五届董事会第二十 四次会议、第五届监事会第二十次会议审议通过。本次财务资助事项在董事会审 议权限范围内，无需提交股东大会审议。 3、本次财务资助对象为公司合并财务报表范围内的公司，公司对江西升华 有实质的控制，能够对其业务、财务、资金管理等方面实施有效的风险控制，整 体风险可控，不存在损害公司及股东特别是中小股东利益的情形，不属于《深圳 证券交易所创业板 ...