上市企业：机器人（300024）,埃斯顿（002747）,新时达（002527）,拓斯达（300607）,汇川技术 （300124）,华中数控（300161）,佳士科技（300193）,亚威股份（002559）,拓山重工（001226）,昊志 机电（300503） 相关报告：智研咨询发布的《2025-2031年中国工业机器人产业发展态势及供需形势分析报告》 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 根据国家统计局数据显示：2025年8月中国工业机器人产量为6.4万套，同比增长14.4%；2025年1-8月中 国工业机器人累计产量为51.2万套，累计增长29.9%。 2020-2025年1-8月中国工业机器人产量统计图 ...

Industry Overview - The Chinese industrial robot production is projected to reach 72,000 units in April 2025, representing a year-on-year growth of 51.5% [1] - Cumulative production of industrial robots in China from January to April 2025 is expected to be 221,000 units, with a cumulative growth of 34.1% [1] Companies Involved - Key listed companies in the industrial robot sector include: Robot (300024), Estun (002747), New Times (002527), Tosida (300607), Huichuan Technology (300124), Huazhong CNC (300161), Jasic Technology (300193), Yawen Co. (002559), Tosan Heavy Industry (001226), and Haozhi Electromechanical (300503) [1] Research Report - The report titled "Analysis of the Development Trends and Supply-Demand Situation of China's Industrial Robot Industry from 2025 to 2031" has been published by Zhiyan Consulting, a leading industry consulting firm in China [1] - Zhiyan Consulting has extensive experience in industry research, providing in-depth reports, business plans, feasibility studies, and customized services [1]

10月17日，拓斯达盘中下跌2.01%，截至10:19，报31.66元/股，成交1.28亿元，换手率1.20%，总市值 151.01亿元。 资金流向方面，主力资金净流出1620.15万元，特大单买入118.08万元，占比0.92%，卖出945.04万元， 占比7.40%；大单买入1803.45万元，占比14.12%，卖出2596.65万元，占比20.33%。 拓斯达今年以来股价涨24.21%，近5个交易日跌8.18%，近20日跌20.19%，近60日跌7.59%。 今年以来拓斯达已经3次登上龙虎榜，最近一次登上龙虎榜为5月13日，当日龙虎榜净买入-1.29亿元； 买入总计4.06亿元 ，占总成交额比8.04%；卖出总计5.34亿元 ，占总成交额比10.59%。 资料显示，广东拓斯达科技股份有限公司位于广东省东莞市松山湖园区科苑西二路3号，成立日期2007 年6月1日，上市日期2017年2月9日，公司主营业务涉及为下游制造业客户提供工业自动化整体解决方案 及相关设备。主营业务收入构成为：智能能源及环境管理系统31.50%，工业机器人及自动化应用系统 29.39%，注塑机、配套设备及自动供料系统21.05%，数控 ...

"从手工作业到机器生产，从无序混乱到有序整洁，从孤立分散到互联互通……我们的使命是让工业制 造更美好。"这句话诠释着全国人大代表，广东拓斯达科技股份有限公司董事长兼总裁吴丰礼的追求。 2001年，吴丰礼开始了第一份工作，在东莞一家企业做销售；2007年，他创办拓斯达，生产注塑机周边 设备。 后来，吴丰礼紧跟发展趋势，推动企业转型升级，进军智能制造领域。"十年磨一剑"，2017年2月，公 司成为广东省首家在创业板上市的机器人骨干企业。 创业初期，吴丰礼在拜访客户时和一名班组长掰手腕，对方的手伸出来却只有4根手指。"工作中经常接 触机器，稍不留神就可能受伤，只少一根手指已是万幸了。"对方轻描淡写的话语，却让吴丰礼深受触 动。当时，国内市场的机械手多是进口的，价格高昂、维护困难，中小企业难以负担。从那时起，吴丰 礼下定决心研发国产机械手，让工人远离危险和伤害。 此后一年多，吴丰礼跑遍各地拜访行业专家，组建技术团队。随着第一台自主研发的机械手落地，拓斯 达不仅实现了技术上的国产替代，更将成本控制到进口设备的1/3。 创业10多年来，吴丰礼带领团队，围绕工业机器人、注塑机、数控机床三大核心智能装备，持续加大研 发投入， ...

"从手工作业到机器生产，从无序混乱到有序整洁，从孤立分散到互联互通……我们的使命是让工业制 造更美好。"这句话诠释着全国人大代表，广东拓斯达科技股份有限公司董事长兼总裁吴丰礼的追求。 2001年，吴丰礼开始了第一份工作，在东莞一家企业做销售；2007年，他创办拓斯达，生产注塑机周边 设备。 后来，吴丰礼紧跟发展趋势，推动企业转型升级，进军智能制造领域。"十年磨一剑"，2017年2月，公 司成为广东省首家在创业板上市的机器人骨干企业。 创业初期，吴丰礼在拜访客户时和一名班组长掰手腕，对方的手伸出来却只有4根手指。"工作中经常接 触机器，稍不留神就可能受伤，只少一根手指已是万幸了。"对方轻描淡写的话语，却让吴丰礼深受触 动。当时，国内市场的机械手多是进口的，价格高昂、维护困难，中小企业难以负担。从那时起，吴丰 礼下定决心研发国产机械手，让工人远离危险和伤害。 此后一年多，吴丰礼跑遍各地拜访行业专家，组建技术团队。随着第一台自主研发的机械手落地，拓斯 达不仅实现了技术上的国产替代，更将成本控制到进口设备的1/3。 创业10多年来，吴丰礼带领团队，围绕工业机器人、注塑机、数控机床三大核心智能装备，持续加大研 发投入， ...

Core Insights - The Guangdong manufacturing sector is showcasing its innovative products at the 2025 World Guangdong Business Conference, emphasizing the integration of technology in modern manufacturing and the potential for industry upgrades [2] Group 1: Robotics and Automation - Guangdong Kuku Intelligent Robot Co., Ltd. presented a coffee robot that can prepare a cup of coffee in 60-120 seconds, with plans to produce 500-600 units this year and 1000-2000 units next year, expecting over 100% annual growth [3][4] - The company is leveraging Guangdong's complete industrial chain to enhance product cost-effectiveness, with 70% of the robot's hardware sourced locally [3] - The humanoid robot "Xiao Tuo" from Guangdong Tuosida Technology Co., Ltd. is designed for injection molding applications, capable of 360-degree movement and autonomous operation for over 6 hours on a single charge [5] Group 2: Market Expansion and Applications - The coffee robots are set to be deployed in various commercial settings, including hospitals and shopping malls, during the 15th National Games, highlighting their versatility [4] - The demand for service robots is expected to surge by 2027, with the conference serving as a platform for market insights and expansion opportunities in the Greater Bay Area [4] - Guangzhou Chengzhi Intelligent Machinery Technology Co., Ltd. showcased its CZ10 tethered floating light at the Saudi International Drone Exhibition, attracting interest from international clients [6] Group 3: Global Reach and Partnerships - The CZ10 product is compact and portable, with a maximum illumination area of 1300 square meters, indicating its potential for various applications such as firefighting and search and rescue [6] - The company has established a stable network of over 100 overseas agents, with its drone payload products sold in over 70 countries, capturing more than 50% of the overseas payload market [6]

Group 1 - The 2025 World Cantonese Business Conference opened in Guangzhou, hosted by the Guangdong Provincial Government, attracting representatives from 60 countries and regions, including Fortune 500 companies and experts [2][4] - The theme of the conference is "Cantonese Connects the World, Business Creates the Future," featuring a format of "1+5+N" with one opening ceremony, five thematic sessions, and numerous supporting activities [2][4] - The conference aims to promote high-quality development and encourage Cantonese businesses to seize opportunities for collaboration and investment [9][10] Group 2 - The conference recognized 100 outstanding builders of the non-public economy in Guangdong, highlighting the importance of the private sector in driving economic growth and social responsibility [5][6] - The awards are given every three years, with criteria focusing on political quality, development capability, social responsibility, and public reputation [5][6] - Among the awardees, 78 are leaders of medium and small enterprises, and 38 companies received the Guangcai Award for significant contributions to public welfare [6] Group 3 - The Guangdong Provincial Federation of Industry and Commerce released a report on innovative entrepreneurial cases among young Cantonese entrepreneurs, showcasing their contributions to innovation and entrepreneurship [7] - The conference also presented the "Global Cantonese Business Cooperation Initiative," calling for unity among Cantonese businesses to enhance development and contribute to their hometowns [8] Group 4 - The conference highlighted the 2025 Guangdong Province's top 100 private enterprises, with an entry threshold of 12.332 billion yuan, and 24 projects signed at the conference totaling 44.458 billion yuan [9][10] - The top 100 list includes companies with revenues exceeding 400 billion yuan, with significant representation from cities like Shenzhen and Guangzhou [10] Group 5 - Industry leaders emphasized the need for businesses to expand globally while strengthening internal capabilities, advocating for a shift from product output to capability output [11][12] - The conference underscored the importance of collaboration between Hong Kong and Guangdong enterprises to leverage their respective strengths in technology and manufacturing [13] - The event served as a rallying point for Cantonese businesses to align with national strategies and engage in global cooperation [14]

证券日报网讯拓斯达（300607）9月29日在互动平台回答投资者提问时表示，截至2025年6月30日，公司 普通股股东总数为87228户。 ...

Core Viewpoint - The report from Huaxin Securities highlights that Tuosida operates in the industrial robot, CNC machine tool, and injection molding machine sectors, which are part of the national strategic emerging industries, benefiting from the "smart manufacturing equipment industry" policy support and the trend of manufacturing transformation and upgrading [1] Group 1: Industry Insights - The industrial robot penetration rate continues to increase against the backdrop of an aging population and rising automation demand [1] - The company is positioned as a "chain master" in the industrial robot industry chain in Guangdong Province, indicating a strong potential to benefit from the industry's high prosperity [1] Group 2: Company Performance - Tuosida's five-axis machine tool sales are expected to grow by 35% year-on-year in the first half of 2025, supported by ample orders and benefiting from the high-end equipment domestic substitution process [1] - The revenue from multi-joint robots has increased by 80.86%, reflecting strong demand and growth in the company's product offerings [1] - The company is experiencing continuous growth in its overseas business, driven by the significant release of high-end manufacturing demand [1] Group 3: Investment Rating - The report initiates coverage on the company with a "buy" investment rating, reflecting confidence in its growth prospects and market position [1]

Investment Rating - The report assigns a "Buy" rating for the company, marking its first coverage [9] Core Insights - The company is positioned in the strategic emerging industry of industrial robots, CNC machine tools, and injection molding machines, benefiting from favorable national policies and the ongoing transformation of the manufacturing sector [4] - Significant breakthroughs in core technologies have enhanced the company's product competitiveness, with a notable increase in revenue from multi-joint robots by 80.86% in the first half of 2025 [5] - The company's global market expansion has led to overseas business becoming a new growth driver, with a 29.64% increase in revenue from injection molding machines and related equipment [6] Summary by Sections Industry Overview - The industrial robot and CNC machine tool sectors are experiencing robust demand, particularly in aerospace and humanoid robotics, with a projected global market size for five-axis CNC machine tools reaching USD 17.02 billion by 2029, growing at a CAGR of 10.3% [4] Technology Advancements - The company has made significant advancements in three core technology areas: industrial robot controllers, servo drives, and vision systems, with the new X5 motion controller supporting AI model integration and multi-axis control [5] Global Market Strategy - The company has established a presence in over 50 countries, with a focus on emerging markets such as South America and Mexico, and has developed a localized service network to enhance its overseas supply chain [6] Financial Forecast - Revenue projections for 2025-2027 are estimated at CNY 2.632 billion, CNY 2.774 billion, and CNY 2.990 billion respectively, with corresponding EPS of CNY 0.11, CNY 0.23, and CNY 0.43 [9][11]