Core Insights - The rapid development of edge AI and robotics is drawing significant attention to Haokang Intelligent, a leading company in smart linear drive control systems, highlighting its investment value in the capital market [1] Group 1: Business Overview - Haokang Intelligent has established a strong foundation in four major sectors: smart home, smart healthcare, smart office, and industrial transmission, leveraging its core technologies for future applications in drones and robotics [1][2] - The company's main business, smart linear drive systems, integrates various sensing and communication technologies to enable autonomous adjustments in mechanical systems [2][3] Group 2: Revenue Contributions - In 2024, the smart home linear drive products are expected to generate revenue of 534 million yuan, accounting for 64.47% of the company's total revenue [2] - The smart healthcare linear drive system is projected to contribute 19% to the company's revenue in 2024, with a focus on innovative applications like nursing beds [3] Group 3: Growth and Profitability - The electronic technology business group, which operates independently, reported a revenue of 80.57 million yuan in Q1 2025, a 48% year-on-year increase, and achieved profitability with a net profit of 4.07 million yuan [3][4] - The overall net profit for Haokang Intelligent increased by 28.98% year-on-year in Q1 2025, driven primarily by the electronic technology business group [4] Group 4: New Applications and Partnerships - Haokang Intelligent is actively exploring new applications for its smart linear drive systems, including in photovoltaic power plants and plant factories, showcasing the versatility of its technology [5][6] - The company has successfully partnered with DJI, becoming a qualified supplier and experiencing rapid growth in orders, which enhances its brand recognition in the drone market [6][7] - The technology used in linear drive systems is also applicable in robotics, with Haokang Intelligent providing solutions for various robotic applications, including mobile charging robots [7]
手握大疆订单 豪江智能萌发增长新动力