Group 1 - The core viewpoint of the news highlights the significant growth in China's industrial robot production, with a projected output of 75,000 units in June 2025, representing a year-on-year increase of 37.9% [1] - In the first half of 2025, the cumulative production of industrial robots in China reached 369,000 units, showing a cumulative growth of 35.6% [1] - The report by Zhiyan Consulting provides insights into the development trends and supply-demand dynamics of the Chinese industrial robot industry from 2025 to 2031 [1] Group 2 - 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), Tuo Mountain Heavy Industry (001226), and Haozhi Electromechanical (300503) [1] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research reports, business plans, feasibility studies, and customized services [2]

Group 1 - The latest stock price of Tuosida is 36.88 yuan, an increase of 1.10% compared to the previous trading day [1] - In the first half of 2025, Tuosida achieved operating revenue of 1.086 billion yuan and a net profit attributable to shareholders of 28.73 million yuan [1] - Tuosida's main business includes the research, production, and sales of industrial robots, injection molding machines, and CNC machine tools, aiming to provide comprehensive intelligent manufacturing solutions for manufacturing enterprises [1] Group 2 - On August 22, Tuosida received institutional research from Fullerton Fund Management Company Limited and others, indicating a strategic transformation focusing on "product concentration and project contraction" [1] - During the reporting period, the scale of product-related business steadily grew, while the intelligent energy and environmental management system business contracted by 67.20% [1] - In the first half of 2025, Tuosida's net cash flow from operating activities was 43.42 million yuan, a year-on-year increase of 6644.87% [1] - The book value of Tuosida's inventory was 813 million yuan, an increase of 183 million yuan compared to the end of the previous year [1]

数控机床业务上半年实现营业收入16,366.55万元，同比增长83.74%，毛利率27.63%，同比减少3.67个百 分点。营业收入增长源于2024年上半年产能搬迁影响解除，而毛利率下降主要因出货机型结构变化，人 形机器人相关零部件加工需求增多致小型数控机床出货占比高。报告期内，五轴联动数控机床销售量约 200台，同比增长约35%，出货量约140台，同比增长约55%，目前在手订单饱满。 注塑机及配套业务方面，2025年上半年，注塑机及配套设备业务整体毛利率40.91%，同比增加9.27个百 分点。注塑机业务实现营业收入7,934.91万元，同比减少31.29%，因优化资源分配，精简传统液压注塑 机产品线结构，但该业务毛利率同比增加6.46个百分点。注塑机配套设备及自动供料系统业务实现营业 收入14,930.34万元，同比增长29.64%，毛利率同比增加3.58个百分点，得益于市场地位突出、销售策略 及品质提升、海外市场开拓。 在具身智能布局上，公司新一代X5运动控制器硬件实现商用产品化，底层软件平台实现虚拟化与软硬 件解耦，接入多种人工智能算力平台，应用软件平台采用云边端架构，开放500余组底层功能接口，并 ...

证券代码：300607 证券简称：拓斯达 广东拓斯达科技股份有限公司 投资者关系活动记录表 3、公司工业机器人业务发展情况 编号：2025006 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系 | □媒体采访 □业绩说明会 | | 活动类别 | □新闻发布会 ☐路演活动 | | | ☐现场参观 | | | ☑电话/网络会议 | | 参与单位名称及 | Fullerton Fund Management Company Limited、LYGH Capital | | | Pte. Ltd、Orchid Public Investment Management Co Limited、 | | 人员姓名 | OXBRIDGE CAPITAL LIMITED、北京星允投资管理有限公司、鸿 | | | 运私募基金管理（海南）有限公司、华福证券、嘉实基金管理 | | | 有限公司、开源证券股份有限公司、凯基证券亚洲有限公司、 | | | 平安银行股份有限公司、平安证券股份有限公司、群益国际控 | | | 股有限公司、上海弥远投资管理有限公司、上海天猊投资管理 | | | 有限公司、 ...

（文章来源：每日经济新闻） 拓斯达（SZ 300607，收盘价：36.48元）8月21日晚间发布半年度业绩报告称，2025年上半年营业收入 约10.86亿元，同比减少36.98%；归属于上市公司股东的净利润约2873万元，同比减少19.75%；基本每 股收益0.06元，同比减少25%。 ...

智通财经APP讯，拓斯达(300607.SZ)发布2025年半年度报告，该公司营业收入为10.86亿元，同比减少 36.98%。归属于上市公司股东的净利润为2873.22万元，同比减少19.75%。归属于上市公司股东的扣除 非经常性损益的净利润为2042.84万元，同比减少28.53%。基本每股收益为0.06元。 ...

Core Viewpoint - Guangdong Topstar Technology Co., Ltd. reported a significant decline in revenue and net profit for the first half of 2025 compared to the same period in the previous year, indicating potential challenges in its business operations [1]. Financial Performance - The company's operating revenue for the reporting period was approximately ¥1.09 billion, a decrease of 36.98% from ¥1.72 billion in the same period last year [1]. - The net profit attributable to shareholders was approximately ¥28.73 million, down 19.75% from ¥35.81 million year-on-year [1]. - The net cash flow from operating activities saw a substantial increase to approximately ¥43.42 million, a rise of 6,644.87% compared to ¥643,691.06 in the previous year [1]. - Basic and diluted earnings per share were both ¥0.06, reflecting a decrease of 25% from ¥0.08 [1]. - The weighted average return on equity was 1.02%, down 0.46% from 1.48% in the previous year [1]. Asset and Equity Position - Total assets at the end of the reporting period were approximately ¥6.04 billion, an increase from ¥5.94 billion at the end of the previous year [1]. - The net assets attributable to shareholders were approximately ¥2.83 billion, up from ¥2.80 billion [3]. Shareholder Information - The largest shareholder, Wu Fengli, holds 30.32% of the shares, with a total of 144,629,860 shares [3]. - The company holds 4,471,668 shares in its stock repurchase account, representing 0.94% of the total share capital [5]. - There were no changes in the controlling shareholder or actual controller during the reporting period [5].

Core Viewpoint - Guangdong Topstar Technology Co., Ltd. reported a significant decline in revenue and net profit for the first half of 2025, with a 36.98% decrease in revenue compared to the same period last year, amounting to approximately 1.09 billion yuan [4][5]. Financial Performance - Revenue for the reporting period was 1,086,076,814.69 yuan, down from 1,723,474,417.91 yuan in the previous year, representing a 36.98% decrease [4]. - Net profit attributable to shareholders was 20,428,374.32 yuan, a decrease of 28.53% from 28,584,577.98 yuan in the same period last year [4]. - Basic and diluted earnings per share both decreased by 25% to 0.06 yuan per share [4]. - Total assets increased by 1.82% to 6,043,510,583.71 yuan compared to the end of the previous year [4]. Industry Overview - The company operates in the high-end equipment manufacturing sector, specifically in the intelligent manufacturing equipment industry, which is a key area supported by national policies [5][6]. - The industrial robot market in China has seen significant growth, with the country being the largest application market for industrial robots globally for ten consecutive years [6][7]. - The demand for automation in manufacturing is increasing due to challenges such as labor shortages and rising labor costs, driving the need for industrial robots [6][7]. Product and Service Offerings - The company specializes in industrial robots, CNC machine tools, and injection molding machines, providing comprehensive automation solutions [11][12]. - Key products include multi-joint robots, Cartesian robots, and various types of injection molding machines, which are designed for high precision and efficiency [11][12]. - The company has developed a range of automation application solutions that integrate industrial robots with vision systems and other auxiliary equipment to enhance production efficiency [13][14]. Market Trends - The market for electric injection molding machines is expected to grow significantly, driven by trends towards energy efficiency and automation [9][10]. - The five-axis CNC machine tools are gaining traction due to their ability to handle complex machining tasks, which is essential for industries such as aerospace and automotive [8][9]. - The company is positioned to benefit from the increasing demand for high-end CNC machine tools and automation solutions across various sectors, including 3C, automotive, and food and beverage industries [5][6].

广东拓斯达科技股份有限公司（以下简称"公司"）第四届董 事会第二十六次会议（以下简称"会议"）通知于 2025 年 8 月 8 日 以邮件、通讯及书面等方式送达了全体董事及高级管理人员。会议 于 2025 年 8 月 20 日 15:00 在公司会议室以现场结合通讯方式召开。 应出席本次会议董事 9 人，实际出席本次会议董事 9 人，其中黄代 波先生、万加富先生通过通讯方式表决。本次会议由董事长吴丰礼 先生主持，公司全体高级管理人员列席了会议。会议召开符合《公 司法》等有关法律、行政法规、部门规章、规范性文件和《公司章 程》的有关规定。本次会议经过与会董事的认真讨论，投票表决， 形成如下决议。 二、董事会会议审议情况 公司《2025 年半年度报告全文》和《2025 年半年度报告摘要》 的编制符合《证券法》《深圳证券交易所创业板股票上市规则》《深 圳证券交易所创业板上市公司自律监管指南第 1 号——业务办理》等 法律、行政法规和中国证监会的有关规定，编制的内容真实、准确、 完整地反映了公司 2025 年上半年经营实际情况，不存在虚假记载、 误导性陈述或者重大遗漏。 证券代码：300607 证券简称：拓斯达 公告 ...

司 | 苏州拓斯达智能装备有限公 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 控股子公司 | | 其他应收款 | 12.59 | 0.00 | 0 | 0.00 | 12.59 费用款 | 经营性 | | 往来 | | | | | | | | | | 司 | | | | | | | | | | 东莞市拓斯达智能洁净技术 | | | 416.28 | 9.08 | 0 | 49.88 | | | | 控股子公司 | | 其他应收款 | | | | | 375.48 往来款 | 非经营 | | 性往来 有限公司 | | | | | | | | | | 东莞市拓斯达智能洁净技术 | | | | | | | | 费用款、资产 | | 控股子公司 | | 其他应收款 | 872.84 | 1.63 | 0 | 0.00 | 874.47 | 经营性往来 | | 有限公司 | | | | | | | 转让款 | | | 东莞拓斯达智能装备有限公 | | | | | | | | | | 控股子公司 | | 其他应收款 ...