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浙江仙通拟与浩海星空成立合资公司 建设机器人整机生产基地
9月23日晚间,浙江仙通(603239)发布公告称,公司与上海浩海星空机器人有限公司(简称"浩海星 空")签署投资合作框架协议,拟以4000万元对浩海星空进行增资,投资后持有浩海星空10%的股份; 增资完成后,浙江仙通与浩海星空拟出资设立合资公司,合资公司由浙江仙通控股,双方通过成立合资 公司,建设机器人整机生产基地。 2025年上半年,浙江仙通实现营业收入6.72亿元,同比增长21.10%;实现归母净利润1.07亿元,同比增 长17.10%。浙江仙通表示,上半年受益于汽车行业景气度回暖,公司在上汽大众、上汽通用等合资品 牌客户中的订单量继续增加,同时在吉利汽车、奇瑞等自主品牌汽车厂商的市场份额也得到进一步巩 固,延续了其在国内汽车密封条领域的领先地位。 公告指出,此次合作事项为机器人业务相关,跟目前浙江仙通的主营业务无关,属于浙江仙通尚未开展 的新业务,对公司后续经营存在不确定性风险。本次框架协议的签订对浙江仙通本年度财务状况、经营 成果不会产生重大影响。 为持续满足高端客户和高端产品的需求,浙江仙通拟投资扩大生产规模,位于仙居经济开发区的新项目 计划投资约10亿元,其中固定资产投资约8.3亿元,建设内容涵 ...
浙江仙通:拟与浩海星空拟出资设立合资公司 建设机器人整机生产基地
Ge Long Hui· 2025-09-23 14:02
Group 1 - The core point of the article is that Zhejiang Xiantong (603239.SH) has signed an investment cooperation framework agreement with Shanghai Haohai Xingkong Robot Co., Ltd. to invest in the robotics sector [1] - The company plans to invest 40 million yuan in Haohai Xingkong, acquiring a 10% stake post-investment [1] - A joint venture will be established, with Zhejiang Xiantong holding the controlling interest, to build a robot manufacturing base in Taizhou, Zhejiang Province [1] Group 2 - This collaboration is related to the robotics business, which is not currently part of the company's main operations, indicating a venture into a new business area [1] - The investment and subsequent operations carry uncertainty risks for the company's future business performance [1]
浙江仙通(603239.SH):拟与浩海星空拟出资设立合资公司 建设机器人整机生产基地
Ge Long Hui A P P· 2025-09-23 13:53
Group 1 - The core point of the article is that Zhejiang Xiantong (603239.SH) has signed an investment cooperation framework agreement with Shanghai Haohai Xingkong Robot Co., Ltd. on September 23, 2025 [1] - Zhejiang Xiantong plans to invest 40 million yuan in Haohai Xingkong, acquiring a 10% stake in the company after the investment [1] - Following the investment, both companies intend to establish a joint venture, which will be controlled by Zhejiang Xiantong and registered in Xianju County, Taizhou City, Zhejiang Province, focusing on building a robot complete machine production base [1] Group 2 - This cooperation is related to the robotics business, which is not currently aligned with the company's main operations, indicating that it is a new business venture for the company [1] - The new business venture carries uncertainty risks for the company's future operations [1]
两连板浙江仙通:拟4000万元增资浩海星空布局机器人新业务 合作尚存不确定性
Xin Lang Cai Jing· 2025-09-23 13:53
转自:智通财经 【两连板浙江仙通(维权):拟4000万元增资浩海星空布局机器人新业务 合作尚存不确定性】智通财 经9月23日电,浙江仙通(603239.SH)股票交易异常波动公告,公司与上海浩海星空机器人有限公司签订 《投资合作框架协议》,公司拟以4000万元对浩海星空进行增资,投资完成后持有浩海星空10%的股 份。增资完成后,公司与浩海星空拟出资设立合资公司,合资公司由公司控股,注册在浙江省台州市仙 居县,组织形式为有限责任公司,双方通过成立合资公司,建设机器人整机生产基地。本次合作尚需签 订正式协议,并需经董事会审议通过,存在不确定性风险;本次合作事项为机器人业务相关,跟目前公 司的主营业务无关,属于公司尚未开展的新业务,对公司后续经营存在不确定性风险。 ...
安彩高科(600207.SH):无机器人业务布局
Ge Long Hui· 2025-09-23 11:56
Group 1 - The company, Anhuai High-Tech (600207.SH), primarily engages in the production of photovoltaic glass, float glass, natural gas, and medicinal glass [1] - Currently, the company has no business involvement in robotics [1]
祥鑫科技:公司正在建设灵巧手专用产线和算力服务器产品专业工厂
Ge Long Hui A P P· 2025-09-19 10:47
Core Viewpoint - Xiangxin Technology (002965.SZ) is focusing on the robotics sector, particularly in dexterous hands and lightweight robotic arms, and has successfully launched its second-generation dexterous hand product [1] Group 1: Robotics Business - The company has established deep partnerships with leading domestic and international robotics firms [1] - To meet future market demands, the company is constructing dedicated production lines for dexterous hands and specialized factories for computing power servers [1] - The company has successfully launched a second-generation dexterous hand product [1] Group 2: Liquid Cooling Solutions - The company supplies liquid cooling server products to firms such as Super Fusion, Huakun Zhenyu, and ZTE Kangxun [1] - It has developed liquid cooling solutions suitable for both vehicle-mounted and computing power servers, with the vehicle-mounted liquid cooling system already achieving large-scale application [1]
西南证券发布蓝黛科技研报:聚焦双主业,拓展新领域
Sou Hu Cai Jing· 2025-09-19 07:42
Group 1 - The core viewpoint of the report highlights the performance of Blu-ray Technology (002765.SZ) across three main business segments: power transmission, touch display, and robotics [1] Group 2 - In the power transmission business, the company is experiencing pressure on performance, but is driven by high growth in the new energy sector [1] - The touch display business is seeing a recovery in profitability, with the automotive sector emerging as a new highlight [1] - The robotics business is focusing on technology migration to establish a new growth avenue, creating a second growth curve for the company [1]
拓普集团实控人高位套现8.8亿元,“讲故事”难掩盈利困境
Jing Ji Guan Cha Bao· 2025-09-16 11:57
Core Insights - The actual controller of Top Group, Wu Jianshu, and his concerted actors reduced their holdings by 13.43 million shares, accounting for 0.77% of the total share capital, cashing out approximately 880 million yuan during a period of significant stock price increase, raising questions about the motivation behind the "high-level cashing out" [1][2] Group 1: Share Reduction Timing and Impact - The share reduction occurred during a rapid increase in stock price, with a cumulative increase of 47.70% from August 15 to September 10, 2025, reaching a peak of 73.37 yuan on the last trading day of the reduction [2] - Among the four concerted actors, two entities completely exited their positions, interpreted as a "clearance-style exit" by the market, despite the company's claim that the reduction was due to "shareholder's own funding needs" [2] Group 2: Financial Performance and Profitability - In the first half of 2025, Top Group reported a revenue of 12.935 billion yuan, a year-on-year increase of 5.83%, but the net profit attributable to shareholders decreased by 13.84% to 1.295 billion yuan, indicating a phenomenon of "increased revenue without increased profit" [3] - The company's gross margin fell to 19.55%, a decrease of 8.41 percentage points year-on-year, while the net profit margin dropped to 10.02%, down 16.22 percentage points [3] Group 3: Robotics Business and Market Perception - Despite frequent emphasis on the strategic importance of the robotics business, its actual contribution is minimal, with revenue from robotic electric actuators only 1.342 million yuan for the entire year of 2024, accounting for less than 0.1% of total revenue [4] - The company had previously claimed that robotics was a "trillion-level track" and invested 5 billion yuan in a production base, but current capacity utilization and commercialization progress remain undisclosed, leading to market skepticism about the sustainability of its valuation [4] Group 4: Investor Sentiment and Market Dynamics - The significant cashing out by the actual controller during a period of declining performance, coupled with the core narrative of robotics contributing less than 0.1% of revenue, suggests that investors should focus more on the substance of financial data rather than the glamorous capital narrative [5] - As of September 16, 2025, Top Group's stock price reached a new high of 77.18 yuan, but the valuation resilience under the shadow of the share reduction still needs to withstand the dual tests of performance and time [5]
伯特利:因属商业秘密,相关信息无法回复
Xin Lang Cai Jing· 2025-09-16 08:01
董秘回答(伯特利SH603596): 您好!按照与客户之间的相关约定,该信息为商业秘密,无法回复。感谢关注!查看更多董秘问答>> 免责声明:本信息由新浪财经从公开信息中摘录,不构成任何投资建议;新浪财经不保证数据的准确 性,内容仅供参考。 投资者提问: 贵司与北美著名新能源是否有通过现有合作,沟通机器人业务? ...
视源股份:买入评级,教育板块有望强劲复苏
2025-09-15 01:49
Summary of CVTE (002841 CH) Earnings Call Company Overview - **Company**: CVTE (002841 CH) - **Industry**: IT Services - **Market Cap**: CNY 27,395 million (USD 3,842 million) [8] Key Financial Highlights - **1H25 Performance**: - Revenue: CNY 10,565 million, up 4% year-on-year [3] - Net Profit: CNY 398 million, down 20% year-on-year [3] - Gross Margin: 20.5%, down 1.7 percentage points year-on-year [22] - Net Margin: 3.8%, down 1.1 percentage points year-on-year [22] Core Insights - **Earnings Alignment**: 1H25 earnings largely in line with expectations after excluding one-off financial income reductions [3] - **Growth Drivers**: - Anticipated strong growth in home appliance control and education segments [3][5] - Positive signs in education segment: strong domestic sales of educational devices and expected recovery in overseas ODM business due to easing tariff tensions [3][5] - **Stock Performance**: Share price increased by 15% since July 2025, outperforming the CSI 300 index [3] Revenue and Profit Estimates - **Revised Estimates**: - 2025 revenue estimate lowered by 1.3% to CNY 24,984 million due to lower-than-expected overseas ODM revenue [4][24] - 2026 and 2027 revenue estimates raised by 3.2% and 8.8% respectively, reflecting strong growth expectations in education and home appliance control businesses [4][24] - **Net Profit Forecast**: - 2025-27 attributable net profit CAGR forecasted at 19%, slightly below historical levels [6][31] Valuation and Target Price - **Target Price**: Raised to CNY 47.50 from CNY 43.30, implying a 21% upside from current levels [6][31] - **PE Ratio**: Stock trading at 21x 2026 estimated PE, 19% below historical average [3][6] Growth Projections - **Home Appliance Control**: Expected revenue CAGR of 46% from 2025-27 [5] - **Education Segment**: Anticipated recovery driving a 15% CAGR in smart device and application business from 2025-27 [5] Risks and Challenges - **Market Competition**: Potential decline in market position due to competition from numerous domestic and foreign companies [37] - **Expansion Uncertainties**: Risks associated with slower-than-expected expansion into new business areas [37] - **Foreign Exchange Risks**: Exposure to forex fluctuations due to raw material purchases in USD while export revenues are limited [37] Conclusion - **Investment Recommendation**: Maintain Buy rating with a focus on the recovery of the education segment and growth in home appliance controls as key drivers for future performance [6][31]