信捷电气斥资8亿布局机器人产业 加快构建第二增长曲线

Core Viewpoint - The company plans to invest 800 million yuan in a robot intelligent drive control system production project to enhance its overall strength and competitiveness [1][2] Group 1: Investment Project - The company intends to bid for an industrial land in Wuxi, covering approximately 55,000 square meters, to establish the intelligent drive control system production project [1] - The total investment for the project is approximately 800 million yuan, which includes about 50 million yuan for land purchase, 450 million yuan for factory construction, and 350 million yuan for equipment and other expenses [1][2] - The construction period for the project is planned to be 24 months, with funding sources including self-owned funds, bank loans, or other financing methods [2] Group 2: Strategic Importance - The investment aligns with the national policy framework supporting the artificial intelligence industry, which aims to upgrade the manufacturing sector towards high-end, intelligent, and green development [2] - The project is expected to enhance the company's production capacity and improve its competitiveness and market responsiveness, positively impacting future development [2] Group 3: Financial Performance - In the first half of 2025, the company reported revenue of 877 million yuan, a year-on-year increase of 10.01%, and a net profit attributable to the parent company of 127 million yuan, up 0.39% [3] - The company is focusing on key core components for humanoid robots, actively developing products such as frameless torque motors, hollow cup motors, drivers, and encoders [3] - The company has sold over 10,000 encoders to leading domestic robot companies, covering nearly 30 core module suppliers and enterprises in the industry [3]