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全球瞩目!巨头收购,股价一度飙涨
Sou Hu Cai Jing· 2025-10-09 15:56
这笔交易不仅是近年来全球工业自动化领域最引人注目的并购案之一,更被业界视为传统工业机器人巨头与前沿人工智能资本力量的一次历史性联姻。 对于ABB而言,此次剥离是其持续聚焦电气化与自动化核心业务、优化资产组合战略的决定性一步。瑞士ABB集团机器人业务部门拥有约7000名员工, 近些年来面临盈利能力下滑、销售额走低的困境,2024年销售额达到23亿美元,约占ABB总营收的7%。 转自:央视财经 当地时间8日,瑞士工业巨头ABB集团表示已与日本软银集团签署协议,将旗下机器人业务部门以约54亿美元的价格出售给软银集团,不再执行先前将该 业务分拆为独立上市公司的计划。受此消息影响,软银集团股价今天(9日)在东京证券交易所一度上涨约13%。 据瑞士工业巨头ABB集团8日发布的公告,这项交易对其旗下机器人业务的估值为53.75亿美元(约合人民币383亿元)。但交易尚需获得监管部门批准, 预计将于2026年中后期完成。ABB集团预计,在扣除交易成本后,将获得约53亿美元的现金,而此次业务剥离将为集团产生约24亿美元的非经营性税前 账面收益。 日本软银集团近些年来加倍押注人工智能领域,软银董事长兼首席执行官孙正义指出,此次收购 ...
近54亿美元!瑞士巨头ABB把机器人业务卖给了沉迷超级AI的孙正义
Xin Lang Cai Jing· 2025-10-08 23:40
出售消息发布后,ABB的股价一度创下历史新高。瑞士投行Vontobel的分析师Mark Diethelm表示,ABB 出售机器人业务部门的市盈率"极具吸引力",现金收益可能会用于交易和股票回购,若独立上市预期价 值将低于40亿美元。 面对亿万富翁孙正义开出的诱人条件,瑞士工业巨头ABB放弃了将旗下机器人业务分拆独立上市的计 划,转而将其以53.75亿美元卖给了日本软银集团。10月8日,双方官宣了这桩近年来全球工业自动化和 机器人领域最为重磅、也最引人注目的并购交易。该交易尚需获得监管部门的批准及满足其他惯例交割 条件,预计在2026年中后期完成。 作为工业机器人四巨头之一,ABB的机器人业务市场份额全球第二,仅次于日本发那科,在"机器人四 大家族"中领先于日本安川电机和德国库卡。2024年,该部门的销售收入达23亿美元,约占ABB集团总 收入的7%,运营息税摊销前利润率为12.1%。 今年4月,ABB宣布拟分拆机器人业务独立上市。彼时就有市场传闻称,ABB曾寻求机器人业务的整体 转让,因售价太高与多个意向买家磋商无果,所以才转向分拆上市,同时继续为出售铺路。 "董事会和执行委员会对软银的报价进行了审慎评估,并 ...
深夜,中国资产大涨!纳斯达克中国金龙指数涨超3%
Zheng Quan Shi Bao Wang· 2025-09-25 06:24
中概股强势上涨。 汇丰调查显示,受访的全球机构投资者对新兴市场前景的乐观态度进一步增强。超六成受访投资者(61%)认为新兴市场股票的表现将优于发达市 场,该比例高于今年6月调查时的49%。 调查显示,在众多新兴市场中,中国股市成为全球机构投资者的首选。有超过一半的受访者表示对内地股市的前景最为看好,远高于今年6月调查时 约三分之一的比例。这反映出市场对中国提振经济政策和对中美经贸问题积极进展的信心。 此次"新兴市场投资意向调查"在2025年8月4日到9月15日期间开展,收集了来自100家机构的100名投资者的观点,涉及的新兴市场资产管理总规模达 4230亿美元。 9月24日亚洲交易时段,A股、港股亦表现强势,A股方面,创业板指、科创50齐创阶段新高,截至当天收盘,上证指数涨0.83%,深证成指涨1.8%, 创业板指涨2.28%,科创50指数涨3.49%。港股方面,恒生指数收涨1.37%,恒生科技指数收涨2.53%。 具体中概股方面,亿鹏能源涨超15%,大全新能源、小牛电动、阿里巴巴、万国数据涨超9%,世纪互联、京东集团涨超7%,亿航智能、知乎、百度 集团涨超6%,小马智行、晶科能源涨超5%。 | 代码 | 名 ...
深夜,中国资产大涨!
证券时报· 2025-09-24 14:56
Core Viewpoint - Chinese concept stocks have shown strong performance, with the Nasdaq Golden Dragon China Index rising over 3% [3]. Market Performance - On September 24, U.S. stock indices opened higher but showed mixed results, with the Dow Jones up 0.08%, Nasdaq up 0.01%, and S&P 500 down 0.02% [2]. - In the Asian trading session, A-shares and Hong Kong stocks also performed strongly, with the Shanghai Composite Index rising 0.83%, Shenzhen Component Index up 1.8%, ChiNext Index up 2.28%, and the STAR 50 Index up 3.49% [5]. Institutional Investor Sentiment - HSBC's latest "Emerging Markets Investment Intentions Survey" indicates that global institutional investors are increasingly optimistic about emerging markets, particularly in Asia, with over 60% believing emerging market stocks will outperform developed markets, up from 49% in June [5]. - More than half of the surveyed investors expressed the most confidence in the mainland Chinese stock market, significantly higher than about one-third in June, reflecting confidence in China's economic stimulus policies and positive developments in U.S.-China trade relations [5]. Chinese Concept Stocks Performance - Specific Chinese concept stocks saw significant gains, with Yipeng Energy rising over 15%, Daqo New Energy, Niu Technologies, Alibaba, and GDS Holdings rising over 9%, and JD.com and others rising over 7% [6][7]. - Alibaba's Hong Kong stock also rose over 9%, following a major announcement of collaboration with NVIDIA in the Physical AI field during the 2025 Hangzhou Yunqi Conference [7]. Notable Movements in Other Stocks - Among U.S. tech giants, Tesla rose over 3% after UBS raised its Q3 delivery forecast from 431,000 to 475,000 units, marking a 10% increase [8]. - Lithium Americas surged over 80%, with reports indicating the U.S. government is seeking to acquire up to 10% of the company [9].
刚刚,Cadence又宣布一桩收购
半导体行业观察· 2025-09-05 01:07
Core Viewpoint - Cadence has announced the acquisition of Hexagon AB's Design & Engineering (D&E) business, including its MSC software, to enhance its "Intelligent System Design™" strategy and expand its system design and analysis product portfolio [2][4]. Group 1: Acquisition Details - The acquisition involves a payment of approximately €2.7 billion, with 70% in cash and 30% in Cadence common stock [2]. - The deal is expected to close in the first quarter of 2026, pending regulatory approvals and customary closing conditions [5]. Group 2: Strategic Implications - The integration of Hexagon's D&E technology will strengthen Cadence's position in the multi-billion dollar structural analysis market, following its 2024 acquisition of Beta CAE [2][5]. - The acquisition will enable Cadence to provide a comprehensive, unified, end-to-end multiphysics platform, addressing the growing demand for early-stage multiphysics simulations in design cycles [3][4]. Group 3: Market Impact - The combined business is projected to generate approximately $280 million in revenue in 2024 and will employ over 1,100 staff globally [5]. - The acquisition will broaden Cadence's customer base, including major aerospace and automotive OEMs such as Volkswagen, BMW, Toyota, Lockheed Martin, BAE, and Boeing, who rely on Hexagon's D&E solutions for critical simulation workflows [4][5].
Cadence收购Hexagon业务,作价31.6亿美元
美股IPO· 2025-09-04 23:25
Core Viewpoint - Cadence has announced the acquisition of Hexagon's Design and Engineering (D&E) business, which will enhance its capabilities in simulation and analysis solutions, particularly in the aerospace and automotive sectors [3][4]. Group 1: Acquisition Details - The acquisition involves a payment of approximately €2.7 billion, with 70% in cash and 30% through the issuance of Cadence common stock [3]. - The deal is expected to be completed in the first quarter of 2026, pending regulatory approvals and customary closing conditions [4]. - If the transaction does not close, Cadence may incur a reverse termination fee of up to €175 million [3]. Group 2: Strategic Implications - This acquisition is part of Cadence's strategy to expand its "Intelligent System Design™" and significantly enhance its system design and analysis product portfolio [3]. - The integration of Hexagon's D&E technology is anticipated to strengthen Cadence's position in the multi-billion euro structural analysis market [3]. - The combined business is projected to generate approximately $280 million in revenue in 2024, leveraging a workforce of over 1,100 employees globally [3]. Group 3: Market Position and Client Base - Cadence's client base will broaden to include major aerospace and automotive OEMs such as Volkswagen, BMW, and Lockheed Martin, who utilize Hexagon's D&E solutions for critical simulation workflows [3]. - Hexagon's D&E business is recognized for its flagship products MSC Nastran and Adams, which are industry standards in structural and multibody dynamics simulation [3]. - The acquisition is expected to address the increasing demand for multi-physics simulation in early design cycles, particularly in the context of electric vehicles and autonomous systems [3].
机器人芯片大爆发?为时过早!
半导体行业观察· 2025-08-13 01:38
Core Insights - The article discusses the slow progress of physical artificial intelligence (AI) compared to general AI, predicting significant growth in humanoid robots and autonomous vehicles by 2050 [2][3][4]. Group 1: Humanoid Robots - Morgan Stanley predicts the humanoid robot market will reach $5 trillion by 2050, with 1 billion units deployed, indicating a slow adoption rate until the late 2030s [2]. - Currently, there are approximately 1,000 humanoid robots globally, most of which are prototypes, highlighting the challenges in development [3]. - The development of humanoid robots is complex due to their flexibility, making them less likely to drive market growth in the next decade [4]. Group 2: Autonomous Vehicles - Waymo, a subsidiary of Google, has captured 26% of the ride-hailing market in San Francisco as of April 2025, surpassing Lyft [5]. - The global automotive market is valued at $2.1 trillion, with annual sales of 90 million vehicles, and the automotive semiconductor market is projected to reach $51 billion to $77 billion by 2025 [6][7]. - Waymo's revenue is expected to reach approximately $2.5 billion by 2030, based on its fleet of 17,000 vehicles [6]. Group 3: Industrial Robots - The global industrial robot count has reached 4.2 million, with an estimated 400,000 new installations in 2023, predominantly in Asia [10][12]. - The industrial robot market is projected to grow to $291 billion by 2035, with significant contributions from countries like China, Japan, and the U.S. [12]. - Amazon is a major user of robotics, having deployed 1 million robots in its logistics operations, with a capital expenditure of $7 billion to $8 billion planned for 2024 [13][14]. Group 4: Semiconductor Market Impact - The semiconductor content per robot is estimated at $2,000, leading to a potential semiconductor market size of $7 billion by 2035 if the robot market reaches $376 billion [15]. - The overall semiconductor market is expected to exceed $1.5 trillion by 2035, indicating that the robotics sector will remain a small segment compared to the broader automotive market [16].
热门赛道,最新研判
天天基金网· 2025-08-11 05:10
Core Viewpoint - The global robotics industry is experiencing significant growth driven by technological breakthroughs, policy support, capital influx, and increasing labor shortages, presenting new opportunities for economic development [1][3][4]. Group 1: Industry Growth and Trends - The robotics industry is expected to create new opportunities for global economic development, with robot density and industrial intelligence levels becoming core indicators of national competitiveness [3]. - The global robotics market is projected to reach $14.8 billion, with service robots dominating, and a compound annual growth rate (CAGR) of 9.37% expected [4]. - In the first quarter of 2025, Asia's robotics revenue showed single-digit growth, but order volumes increased at a double-digit rate, indicating strong future growth potential [4]. Group 2: Globalization and Market Positioning - Companies in the embodied intelligence sector should position themselves as global entities from inception, adapting products to meet local market demands [6][7]. - The importance of product localization is emphasized, with examples of hardware needing adjustments to fit specific market requirements, such as size and functionality in Singapore [6]. - The focus on actual application value and long-term reliability is crucial for success in international markets, as demonstrated by companies that have achieved certifications for their products [6][7]. Group 3: Challenges and Strategies - The global labor shortage presents a significant challenge, with embodied intelligence seen as a solution for high-risk or repetitive tasks [6]. - Building brand reputation through academic contributions and open-source ecosystems is vital for enhancing global presence [7]. - Companies are adopting dual strategies in supply chain management, developing both domestic and imported product lines to navigate complex international supply chain environments [7].
业内人士看好机器人产业发展前景具身智能探索全球化路径
Shang Hai Zheng Quan Bao· 2025-08-10 17:40
Group 1 - The 2025 World Robot Conference highlighted the significant growth of the robotics industry, driven by technological breakthroughs, policy support, and increasing labor shortages [2][4] - The global robotics market is expected to create new opportunities for economic development, with robot density and industrial intelligence levels becoming key indicators of national competitiveness [2][4] - The Asian market, particularly China, is experiencing explosive growth in the robotics sector, with domestic manufacturers seeing average growth rates of 50% to 100% in the first half of the year [4][5] Group 2 - The concept of "robot-as-a-service" is gaining traction, with service products becoming increasingly important alongside hardware sales [4] - The global robotics market is projected to reach $14.8 billion, with service robots dominating the market, expected to generate $8.56 billion in transactions [4] - Labor shortages present a global challenge, and embodied intelligence is seen as a solution for high-risk or low-value tasks, emphasizing the need for companies to adopt a global market approach from inception [5][6] Group 3 - Companies must adapt their products to local market needs, as demonstrated by the case of a wall-painting robot that required modifications to fit Singapore's housing regulations [5][6] - Reliability and long-term stability are critical for overseas clients, with hardware reliability being a key demand in international markets [6] - Building a strong brand and ensuring supply chain resilience are essential for navigating complex international environments [6]
热门赛道,最新研判
Shang Hai Zheng Quan Bao· 2025-08-10 14:55
Group 1: Industry Trends - The 2025 World Robot Conference highlighted the significant growth of the robotics industry, driven by technological breakthroughs, policy support, capital influx, and labor shortages [1][3] - The global robotics industry is expected to create new opportunities for economic development, with robot density and industrial intelligence levels becoming core indicators of national competitiveness [3][4] - The Asian market, particularly China, is experiencing remarkable growth, with domestic manufacturers seeing average growth rates of 50% to 100% in the first half of the year [4] Group 2: Market Insights - The global robotics market is projected to reach $14.8 billion, with service robots dominating, expected to generate $8.56 billion in transactions [4] - The compound annual growth rate (CAGR) for the robotics market is anticipated to be 9.37%, with projections indicating a market volume of $11.2 billion by 2029 [4] - In the first quarter of 2025, Asia's robotics revenue showed single-digit growth, but order volumes increased at a double-digit rate, indicating strong future demand [4] Group 3: Globalization and Localization - Embodied intelligence companies are encouraged to position themselves as global entities from inception, adapting products to meet local market demands [6][7] - Localization of hardware products is crucial for entering overseas markets, as demonstrated by the need for specific adaptations in Singapore [6] - Companies must focus on the actual application value and long-term reliability of their products to succeed in international markets [6][7] Group 4: Supply Chain and Brand Development - Building a strong brand and ensuring supply chain resilience are essential for navigating complex international environments [7] - Academic publications and open-source ecosystems are effective strategies for enhancing global visibility in the robotics sector [7] - Companies are adopting dual strategies in supply chain management, developing both domestic and imported product lines to mitigate risks [7]