柯力传感一季报净利润同比大增76% 机器人赛道成战略支点

Core Viewpoint - The company, Keli Sensor, reported a significant increase in net profit for Q1 2025, driven by strategic investments in the robotics sector, indicating a successful transition in its business model [1][2]. Financial Performance - In Q1 2025, the company's revenue reached 316 million yuan, a year-on-year increase of 27%, while net profit surged by 76% to 75.65 million yuan [1]. - For the full year 2024, Keli Sensor achieved approximately 1.3 billion yuan in revenue, reflecting a 20.8% year-on-year growth, although net profit decreased by 16.6% to 261 million yuan. However, the non-recurring net profit increased by 10.7% to 193 million yuan, showcasing the stability of its core business [1]. Strategic Focus - The company has identified four key investment areas: industrial measurement and control, smart logistics, energy and environmental measurement, and robotics, with a particular emphasis on the robotics sector [1]. - The frequency of the term "robot" in the annual report increased from 17 times in 2023 to 38 times in 2024, highlighting the strategic importance of this field [1]. Technological Advancements - Keli Sensor made substantial progress in technology development, completing the product series for six-dimensional force/torque sensors for humanoid robots and industrial arms, and has engaged over 50 domestic clients in the robotics sector [2]. - The establishment of new organizational structures, such as the "Robotics Sensor Division" and the "Shenzhen Robotics Sensor R&D Team," indicates a focused approach towards enhancing production capacity and innovation in robotics sensors [2]. Future Outlook - The company plans to shift its investment strategy from broad to specialized, concentrating on full-body sensors for robots, with a focus on six-dimensional force, torque, and encoders [2]. - Keli Sensor aims to leverage market opportunities by expanding into low-altitude economy, environmental energy measurement, and smart manufacturing, striving to create a comprehensive industrial matrix for competitive advantage in the sensor market [2].