【私募调研记录】龙全投资调研埃夫特

Group 1 - The core viewpoint of the article highlights the recent research conducted by Longquan Investment on a listed company, Efort, indicating a projected revenue decline of 27% in 2024 due to a decrease in system integration business, while the robot business is expected to grow over 30% year-on-year [1] - Efort's industrial robot shipments are primarily directed towards the 3C electronics and general industrial sectors, with breakthroughs in the automotive sector for applications in welding, spraying, and palletizing [1] - The company currently has a production capacity of 20,000 units and plans to build a super factory to ultimately achieve an annual production of 100,000 high-performance industrial robots [1] - Efort is expanding its international market presence through strategies such as following clients abroad, leveraging partnerships, and relying on overseas subsidiaries [1] - The localization rate of key components is over 95%, and the self-sufficiency rate of controllers is 99% [1] - Efort has launched the first generation of humanoid robot prototypes, Yobot W1/R1, and plans to introduce various forms of intelligent robots based on market demand and technological advancements [1] - The general technology platform for intelligent robots includes development toolchains, operating systems, and data collection and processing platforms to enhance the intelligence level of robots [1] - A memorandum of cooperation has been signed with Huawei Cloud to explore deep collaboration in the field of embodied intelligence [1] - The Chinese industrial robot market is expected to have significant growth potential, with projected sales reaching 700,000 units by 2030 [1]