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【投融资动态】来牟科技A+轮融资,融资额数千万人民币,投资方为九合创投、清波基金等
Sou Hu Cai Jing· 2025-11-27 11:33
Core Insights - Changzhou Laimu Technology Co., Ltd. has completed an A+ round of financing, raising tens of millions of RMB, with investors including Jiuhe Venture Capital, Qingbo Fund, Xingfu Capital, and Zhengjing Fund [1][2]. Financing Details - The A+ round financing occurred on November 26, 2025, with participation from multiple investment firms [2]. - Previous financing rounds include: - A round on September 1, 2025, also raising tens of millions of RMB, with investors such as Ivy Capital, Gobi Partners, and others [2]. - Pre-A+ round on June 29, 2025, and Pre-A round on April 21, 2025, both raising tens of millions of RMB [2]. - Angel round on October 8, 2023, raising millions of RMB [2]. - Seed round on June 5, 2023, raising over ten million RMB [2]. Company Overview - Laimu Technology is a startup focused on courtyard robots, incubated by the XbotPark Robotics Base, primarily targeting the European and American markets [1][2]. - The founder previously served as the R&D director for SharkNinja, achieving a second-place market share for vacuum robots in North America [2]. - The team, established in early 2022, has extensive experience in product design, development, and sales, with members holding advanced degrees from prestigious universities and having worked at leading companies in the robotics and AI sectors [1][2].
安永:港股IPO复苏强劲 A+H模式预计持续火热
Xin Hua Cai Jing· 2025-11-27 10:00
Group 1 - The report by Ernst & Young indicates that the IPO markets in A-shares and Hong Kong are expected to show growth in 2025, with Hong Kong's exchange leading globally with a total financing amount of $36 billion [1] - A-shares are projected to experience moderate growth in the IPO market, with the average fundraising amount increasing by over 50% year-on-year to reach 1 billion yuan, driven by large IPOs [1] - The industrial, technology, and materials sectors are the top three in terms of IPO numbers, while the energy sector has risen to the top three in terms of fundraising scale [1] Group 2 - The Hong Kong IPO market is anticipated to recover strongly, with fundraising expected to exceed 200 billion HKD for the first time in four years, largely driven by large IPO projects [2] - Over 20 A-share companies are expected to debut in Hong Kong, raising a total of more than 170 billion HKD, with the industrial and retail sectors being the main contributors [2] - The capital markets of mainland China and Hong Kong are entering a phase of complementary development, with a shift from foreign capital dominance to a dual-driven model of domestic and foreign investment [2] Group 3 - The Hong Kong IPO market is expected to maintain its momentum, with a steady growth pace and structural deepening characteristics [3] - The A+H model is likely to remain popular, alongside the return of Chinese concept stocks and specialized technology companies as significant sources of listings [3] - The Hong Kong Stock Exchange is continuing to optimize its listing system to enhance overall market efficiency and competitiveness [3]
研报掘金丨东方证券:维持岱美股份“买入”评级,布局机器人业务,培育新的增长点
Ge Long Hui A P P· 2025-11-27 09:44
Core Viewpoint - Daimeiyuan Co., Ltd. is establishing a wholly-owned subsidiary, Shanghai Daimeiyuan Robotics Technology Co., Ltd., with an investment of 100 million yuan to develop its robotics business, indicating a strategic move into the robotics sector and a commitment to fostering new growth points [1] Company Development - The establishment of the robotics subsidiary marks the company's official entry into the robotics field, showcasing a significant investment scale that reflects its determination to grow in this area [1] - The company has long-term collaborations with overseas clients in the automotive sector and possesses mature production capacity overseas, which is expected to facilitate its entry into the robotics supply chain [1] Market Potential - The robotics business is anticipated to become a new growth point for the company, leveraging its existing overseas production advantages [1] - Comparable companies have an average PE valuation of 26 times for 2025, with a target price set at 10.66 yuan, maintaining a "buy" rating for the stock [1]
斯菱股份:正积极推进机器人零部件产品量产工作 已经达到可以小批量生产阶段
Zheng Quan Shi Bao Wang· 2025-11-27 09:41
人民财讯11月27日电,斯菱股份(301550)近日在机构调研时表示,公司正积极推进机器人零部件产品 量产工作,产品包含谐波减速器、执行器模组及机器人减速器专用轴承等,目前已经达到可以小批量生 产的阶段。公司主业的产业优势是精密零部件制造,与机器人零部件制造具有一定的协同性,部分研发技 术及生产设备可共用。另一方面,公司将依据积累的市场和量产经验,着力于机器人零部件产品的技术和 质量突破。同时,公司具有建设海外工厂的经验,未来可根据市场发展和客户需求及时调整业务规划。 ...
震裕科技(300953.SZ):机器人相关订单虽较快速增长但占比极小
Ge Long Hui· 2025-11-27 08:20
Core Viewpoint - The company has experienced a significant increase in orders from the robotics industry since the beginning of the fourth quarter, although these orders still represent a small proportion of its overall revenue [1] Group 1: Company Performance - The company reported a substantial revenue base of approximately 6.6 billion yuan in the first three quarters [1] - The production scheduling has shown a month-on-month increase over the past two months due to robust downstream orders [1] Group 2: Industry Trends - There has been a noticeable growth in orders for dexterous hand components and assemblies within the robotics sector [1]
收评:三大指数涨跌不一 消费电子、锂电池概念走强
Jing Ji Wang· 2025-11-27 08:13
Market Overview - The Shanghai Composite Index closed at 3875.26 points, with an increase of 0.29% and a trading volume of 698.519 billion [1] - The Shenzhen Component Index closed at 12875.20 points, down by 0.25% with a trading volume of 1011.275 billion [1] - The ChiNext Index closed at 3031.30 points, decreasing by 0.44% and a trading volume of 494.735 billion [1] Sector Performance - The consumer electronics sector showed strength, with stocks like Yunzhong Technology and Liande Equipment hitting the daily limit [1] - The lithium battery sector was active, with companies such as Haike New Source and Shida Shenghua also reaching the daily limit [1] - Chip stocks performed well, with multiple stocks including Electronic Science and Technology Chip hitting the daily limit [1] - The short drama game sector weakened, with Huanrui Century hitting the daily limit down [1] - Other sectors with notable performance included organic silicon, CPO, and robotics, while cultivated diamonds and Hainan Free Trade Zone concepts saw declines [1]
震裕科技:四季度以来机器人相关订单明显增长但占比极小
Xin Lang Cai Jing· 2025-11-27 08:07
Core Viewpoint - The company has experienced a significant increase in orders from the robotics industry since the fourth quarter, particularly in the components and parts for dexterous hands, although these orders still represent a small proportion of the overall business revenue [1] Group 1: Business Performance - The company's main business revenue was approximately 6.6 billion yuan in the first three quarters [1] - Despite the rapid growth in robotics-related orders, they still account for a minimal share of the total revenue [1] - The company has seen a month-on-month increase in production scheduling over the past two months due to robust downstream orders [1]
研报掘金丨国盛证券:首予精锻科技“买入”评级,卡位机器人布局新赛道
Ge Long Hui· 2025-11-27 05:36
Core Viewpoint - Jingzhuan Technology is accelerating its overseas expansion as a leading manufacturer of precision forged gears, positioning itself in the new robotics sector through strategic investments and partnerships [1] Group 1: Financial Performance - The company is raising funds through private placements and convertible bonds to invest in projects such as differential assemblies and new energy electric drive components, leading to rapid capacity growth [1] - Revenue from assembly products is projected to reach 492 million yuan in 2024, representing a year-on-year growth of 18.84%, accounting for 24.3% of total revenue, making it the second-largest revenue source [1] Group 2: Strategic Initiatives - The company is strategically aligning with the trend of integrated solutions in the new energy vehicle sector, highlighting its growth certainty [1] - In 2025, the company plans to establish Jiangsu Pacific Intelligent Joint Company in partnership with Tianjin Aima, focusing on the development of robotic joint components [1] - The company has also invested in Wuhan Gelanruo Intelligent Robot Co., Ltd., successfully delivering module samples, which may open a second growth curve [1] Group 3: Market Position - As a leader in precision forged gears, the company continues to expand its product offerings and customer base, with new products like differential assemblies entering the scaling phase and accelerating overseas market deployment [1] - The company has received an initial coverage rating of "Buy" due to its ongoing expansion and market strategies [1]
欧克科技:“设备+材料”双轮驱动,战略布局提速绘就新发展蓝图
Zheng Quan Shi Bao Wang· 2025-11-27 04:20
欧克科技在机器人领域的进展同样值得关注,作为"十五五"规划建议重点关注的未来产业,公司积极进 行前瞻性布局。据公开信息披露,公司通过成立子公司江西欧克机器人,对谐波减速机、伺服电机等产 品进行技术积累,同时其码垛机器人产品已正式投产应用,主要用于生活用纸生产场景,2025年销售额 预期超5000万元。 业绩强势增长,资本助力业务扩张 随着"双碳"转型持续推进,锂电新能源及智能制造领域正迎来黄金发展期。生活用纸设备巨头欧克科技 (001223)(001223.SZ)凭借在相关领域精准的战略眼光与清晰的转型布局获得资本市场持续关注。 PI薄膜、固态电池及工业机器人发展迅猛,战略布局提速 欧克科技作为生活用纸设备龙头,战略眼光精准,通过发掘下游客户在产品生产与包装薄膜需求中的协 同作用向产业链纵向延伸,开发薄膜材料产线。经过长期深耕,公司凭借在智能制造、营销网络的领先 优势,已形成覆盖生活用纸智能装备、薄膜材料、新能源锂电智能设备三大核心产品的业务格局,实现 从研发、生产到销售、服务的一体化链路,具备强大的技术与市场实力。 在"设备+材料"的双轮驱动下,公司积极向高端材料与设备领域开拓。在薄膜材料端,公司通过控股子 ...
行以致远|于“最江南”处、见“创新核”,上海青浦如何激活发展新篇章?
Xin Lang Cai Jing· 2025-11-27 04:04
来源:智通财经记者 邓玲玮 东承大虹桥强劲动能,西联长三角广阔腹地,上海青浦区如何书写"十四五"答卷? 2024年,青浦区生产总值达1825亿元,较"十三五"末实现1.5倍增长,"高颜值、最江南、创新核、温暖 家"的城市意象深入人心。11月26日,智通财经(www.thepaper.cn)记者跟随上海市政府新闻办组织 的"实干绘答卷 接力新蓝图"上海"十四五"规划成果系列集体采访活动走进青浦区,探访龙头企业在青 浦区如何创新与发展。 创新园区缘何落子青浦 走进位于青浦区上海美的全球创新园区,园区里的创新建筑从高空俯瞰,呈"回"字造型,主体结构如同 两个巨型"鸟巢"。 上 海美的全球创新园区。智通财经记者 邓玲玮 摄 作为美的在国内建立的第二个全品类创新研发基地,上海美的全球创新园区总投资超70亿元,总建筑面 积达40万平方米,立足上海、放眼全球,涵盖人工智能、新能源、新材料、机器人、医疗等前沿技术领 域和产业板块。上海美的全球创新园区负责人介绍说:"园区深度融合低碳科技与数字化技术,通过高 效智能空调系统搭配2万余平方米绿电光伏,实现主动节能与可再生资源利用双管齐下。" 除了区内集聚的各类产业,美的上海研发中 ...