深市机器人，业绩亮眼

Group 1: Industry Overview - The Shenzhen Stock Exchange held a collective performance briefing for the robotics industry, featuring four listed companies to discuss business highlights and development plans [1] - The theme of the event was "Agile and Dynamic, Empowering New Manufacturing" [1] Group 2: Zhimi Intelligent - Zhimi Intelligent achieved significant market breakthroughs in its intelligent computing business, with annual revenue of 301 million yuan and a net profit of 88.74 million yuan [2] - The company is focusing on four business segments: PC, servers, industrial IoT, and intelligent computing, aiming for simultaneous growth in revenue and profit in 2024 [2] - A joint venture, Tengyun Intelligent Computing, was established to capitalize on the surging demand for computing power following the release of ChatGPT [2] Group 3: Changsheng Bearing - Changsheng Bearing reported a slight increase in overall revenue for 2024, with a strategic focus on the automotive sector, where self-lubricating bearings are increasingly used [3] - The company is exploring opportunities in the robotics sector, with some products already in mass production and others in testing phases [3] - Revenue from the robotics components segment is currently less than 1% of total revenue, indicating early-stage development [3] Group 4: Changying Precision - Changying Precision is focusing on precision components for consumer electronics and new energy products, while also developing robotics and intelligent equipment [5] - The company achieved record highs in both revenue and net profit in 2024, with R&D investment of 1.224 billion yuan, accounting for 7.23% of total revenue [5] - The company is working on multiple projects, including robotic finger covers and smart glasses, while providing comprehensive solutions for component design [5][6] Group 5: Gokong Technology - Gokong Technology reported total revenue of 418 million yuan in 2024, a year-on-year increase of 3.36%, with the motion control core components business contributing 70.40% of revenue [7] - The company is targeting high-end equipment sectors such as semiconductors and machine tools, with a focus on expanding revenue through strategic partnerships [7][8] - In the robotics sector, Gokong is investing in key components and systems, generating revenue primarily from industrial and logistics robots [8]