在全球能源需求持续上扬、油气资源开发环境日趋复杂的当下，智能机器人技术已成为撬动油气行业转 型升级的重要杠杆。当前，智能机器人在油气勘探、开采、运输以及设施维护等关键领域的实践成果斐 然，有力地提升了作业效率，显著削减成本与风险，为油气行业可持续发展注入全新活力。 助力油气勘探迈向精准化 油气勘探作为油气开发的先行军，传统作业方式长期受困于诸多难题。在深海、极地、沙漠等极端环境 下，人工勘探举步维艰，数据采集效率低下且成本高昂。智能机器人的问世，为这一领域带来突破性进 展。 2024年，挪威国家石油公司（Equinor）在北海油田启用的新一代水下机器人（AUV）表现卓越。该机 器人配备高精度地震传感器，能敏锐捕捉海底地质结构的细微变化。其搭载的人工智能算法更是关键， 如同机器人的"智慧中枢"，可对海量采集数据进行快速分析与处理。在实际作业中，机器人自如穿梭于 海底复杂地形，高效完成海底地形测绘与油气资源探测任务。相较传统勘探手段，该机器人将勘探效率 提升40%，成本降低30%，还极大拓展了油气资源的勘探范围与精度。 美国斯伦贝谢公司（Schlumberger）推出的基于人工智能的钻井机器人同样成绩亮眼。钻井过 ...

证券代码：300965 证券简称：*ST 恒宇 恒宇信通航空装备（北京）股份有限公司 投资者关系活动记录表 编号：2025-001 投资者关系活动 类别 □特定对象调研 □分析师会议 □媒体采访 ■业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他（请文字说明其他活动内容） 参与单位名称及 人员姓名 参与恒宇信通 2024 年度网上业绩说明会的投资者 时间 2025 年 4 月 30 日 15：00——17：00 地点 全景网"投资者关系互动平台"（http://ir.p5w.net） 上市公司接待人 员姓名 董事长：吴琉滨 副董事长、总经理：王舒公 独立董事：叶锋 副总经理、董事会秘书：张娜 财务负责人：周芳 保荐代表人：梅宇 投资者关系活动 主要内容介绍 公司于 2025 年 4 月 30 日（星期三）下午 15：00—17：00 以网络远程的 方式召开了 2024 年度网上业绩说明会，就投资者普遍关注的问题进行沟通与 交流，主要问答情况如下： 问题 1：请问公司手握几亿现金买理财，上市募集项目一再拖延，怎样规 避创业板规则主营业务小于 1 个亿退市的风险？ 答：您好，公司在保证原有型号产品任务交付 ...

Group 1 - The article highlights the rapid development and competition in the humanoid robot industry across various cities in China, with events and competitions being held to showcase advancements and innovations [1][2][4][6] - Cities like Wuxi and Suzhou are emerging as key players in the humanoid robot sector, hosting significant events such as the first embodied intelligent robot sports meeting and various industry conferences [4][10][11] - The article draws parallels between the humanoid robot industry and the previously booming electric vehicle sector, suggesting that the current enthusiasm for robotics may lead to similar economic transformations [6][8][9] Group 2 - The humanoid robot industry is characterized by a complex supply chain involving hardware components like sensors and software systems, indicating a deep integration of artificial intelligence and advanced manufacturing [8][9] - Investment in the humanoid robot sector is increasing, with local governments announcing substantial funding and support for the development of robotics, aiming to create a robust industrial ecosystem [6][17][19] - The article notes the emergence of "small giants" and "invisible champions" in the robotics field, with a significant increase in the number of specialized enterprises recognized for their innovation and market presence [15][16] Group 3 - The article emphasizes the strategic importance of regional economic development through robotics, with cities like Nanjing and Jining actively promoting their robotics industries to enhance local economies [9][18] - Companies like Leju Robotics and Lashi Technology are making strides in humanoid robot production, with ambitious targets for delivery and production capacity in the coming years [10][16] - The article mentions the establishment of various robotics-related enterprises and the growth of the industry in regions like Shandong, highlighting the potential for significant economic impact [16][19]

答：投资者您好！公司现时无正在实施中的在欧盟国家相关 投资方案。未来如有相关计划，公司将按照要求履行审议程序和 对外公告义务。谢谢！ 证券代码： 002160 证券简称：常铝股份 江苏常铝铝业集团股份有限公司投资者关系活动记录表 | 投资者关系活动 | □ 特定对象调研 □ 分析师会议 | | --- | --- | | 类别 | □ 媒体采访 √ 业绩说明会 | | | □ 新闻发布会 □ 路演活动 | | | 现场参观 □ | | | □ 其他 （请文字说明其他活动内容） | | 参与单位名称及 | 通过全景网"投资者关系互动平台"网络远程参与 2024年度业 | | 人员姓名 | 绩网上说明会的投资者 | | 时间 | 2025 年 4 月 30 日 (周三) 下午 15:00~16:30 | | 地点 | 全景网"投资者关系互动平台"（https://ir.p5w.net） | | 上市公司接待人 | 公司副董事长、总裁刘海山先生；公司董事会秘书、副总裁俞文 | | 员姓名 | 先生；公司财务总监张伟利先生；公司独立董事钱悦女士 | | | 公司就投资者在本次说明会中提出的问题进行了回复： | | | ...

广东奇德新材料股份有限公司 投资者活动记录表 编号：2025-047 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系 | □媒体采访 ☑业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | □现场参观 □电话会议 | | | □其他： （请文字说明其他活动内容） | | 参与单位名 | | | 称 | 通过深圳证券交易所"互动易"平台"云访谈"栏目（http://irm.cninfo.com. | | | cn）线上参与奇德新材2024年年度暨2025年第一季度业绩说明会的广大投资者。 | | 及人员姓名 | | | 时间 | 2025 年 4 月 30 日（星期三）下午 15:00 至 16:00 | | 地点 | 深圳证券交易所"互动易"平台"云访谈"栏目（http://irm.cninfo.com.cn） | | 公司接待人 | 董事长、总经理：饶德生 | | | 董事会秘书：陈云峰 | | 员 | 财务总监：邓艳群 | | 姓名 | 独立董事：甘露 | | 投资者关系 | 投资者提出的问题及公司回复情况 | | 活动 | | | | 公司就投资者 ...

领益智造 20250429 摘要 • 领益智造一季度营收 43.72 亿元，同比增长 1.79%；归母净利润 5.06 亿 元，同比增长 14.19%。扣除股权激励摊销后，实际归母净利润增长 37.59%，扣非净利润增长 20.33%。经营性现金流净流入 8.14 亿元，同 比下降 24.24%。 • 公司在电热管理系统、电池、散热、快充等 AI 终端领域收入约 105 亿， 占总收入 24%。AI 眼镜及 XR 可穿戴设备收益达 40 亿，同比增长 42%， 占比 10%，受益于新机周期和新业务放量，增长潜力大。 • 公司人眼追踪技术量产，服务器散热业务份额提升至 20%，进入 A 和 N 客户供应链。获得北美客户人形机器人硬件订单，并与北京人形机器人创 新中心战略合作，布局伺服电机、减速器等智能硬件。 • 公司全球布局 58 个生产基地和研发中心，产品不直接出口美国，关税影 响小。具备消化供应链波动的能力，保证份额增长。预计下半年受益于 AI 终端电池钢壳结构件、中框散热模组等新机周期量产。 • 公司信用净利润同比大幅增长 45%，毛利率创上市以来新高，资产负债率 下降 2.1 个百分点，财务状况稳健。汽 ...

Core Insights - Jiangsu enterprises showcased their technological strength and innovative achievements in the humanoid robot sector at the China Humanoid Robot Ecological Conference held in Shanghai [1] - The humanoid robot industry in Jiangsu is actively participating in various national events, enhancing collaboration and integration within the humanoid robot ecosystem [1][4] Group 1: Technological Innovations - The humanoid robot "Xiaomai" features 42 degrees of freedom and is integrated with a self-developed embodied large model, currently applied in industrial and commercial scenarios, with future plans for household service applications [2] - The four-legged robot "Magic dog" has been utilized in safety inspections for electrical power, demonstrating the practical applications of these advanced robots [2] - Jiangsu enterprises presented a systematic innovation matrix covering complete machine development, core components, and intelligent systems at the conference [2] Group 2: Industry Development - The humanoid joint module showcased by Wuxi Crab Intelligent Drive Technology Co., Ltd. is designed to handle 80% of household labor scenarios, reflecting the company's focus on precision and modular design [3] - Shaoding Sealing Technology Co., Ltd. introduced a fluororubber oil seal, crucial for preventing oil leakage in humanoid robot joints, highlighting the importance of sealing technology in the industry [3] - The Jiangsu robot industry aims to achieve a scale of approximately 200 billion yuan by 2025, with a focus on becoming a national hub for innovation and application in the robot sector [5]

Market Overview - A total of 76 stocks hit the daily limit up in the A-share market, with 61 stocks remaining after excluding 15 ST stocks, resulting in a limit-up rate of 75.25% [1] Stock Performance - Liou Co. had the highest limit-up order volume with 1.1835 million hands, followed by Yuzhong Three Gorges A, ST Huayuan, and Hongbo Co. with 281,900, 201,500, and 176,500 hands respectively [2] - In terms of consecutive limit-up days, Maoye Commercial achieved 4 consecutive limit-ups, while Yuzhong Three Gorges A and Hongbo Co. had 3 consecutive limit-ups [2] Financial Highlights - Liou Co. reported a net profit of 108 million yuan for Q1 2025, marking a turnaround from losses year-on-year. The company is leveraging AI marketing concepts through its AIGC ecosystem platform "LEOAIAD" [3] Industry Insights PEEK Materials - Several stocks related to PEEK materials hit the limit up, including Jusa Long, Xinhan New Materials, and Zhongxin Fluorine Materials. Jusa Long has made progress in developing modified PEEK composites and holds relevant patents [4] - Xinhan New Materials produces DFBP, a core raw material for PEEK production, while Zhongxin Fluorine Materials has established a production capacity of 5,000 tons of DFBP [5] Computing Power - Stocks such as Hongbo Co., Meili Cloud, and Litong Electronics saw limit-up performance. Hongbo Co.'s subsidiary is focused on providing GPU computing services for AI demands [6] - Meili Cloud is committed to developing data center infrastructure, while Litong Electronics aims to expand its computing power business both domestically and internationally [6] Robotics - Stocks like Tianqi Co., Jihua Group, and Fangzheng Electric experienced limit-up. Tianqi Co. is advancing its embodied intelligent robotics business in collaboration with leading robotics manufacturers [7] Investment Trends - Liou Co. topped the net buying list on the Dragon and Tiger list with over 200 million yuan in net purchases, followed by Bochuang Technology and Meili Cloud [10][11] - Institutional investors showed significant net buying in stocks like Daye Co. and Hailian Jinhui, indicating strong interest in these companies [11][12]

编号：2025-005 证券代码：001283 证券简称：豪鹏科技 深圳市豪鹏科技股份有限公司 投资者关系活动记录表 投资者关系 活动类别 □特定对象调研 □分析师会议 □媒体采访 业绩说明会 □新闻发布会 □路演活动 □现场参观 □电话会议 □其他（） 参与单位名称 线上参与公司 2024 年度业绩说明会的投资者 时间 2025 年 4 月 29 日（周二）15:00~16:00 地点 价值在线（https://www.ir-online.cn/）网络互动 上市公司接待 人员姓名 董事长、总经理：潘党育 董事、财务总监：潘胜斌 独立董事：华金秋 董事会秘书：陈萍 保荐代表人：夏曾萌 投资者关系活动 主要内容介绍 投资者主要问题： 1.目前消费类电池行业正步入新的增长周期，公司如何 看待新兴技术如人工智能、低空经济等对消费类电池市场需 求结构的具体影响？目前的产品布局是否能充分抓住这些新 兴领域带来的机遇？ 答:尊敬的投资者，您好！随着人工智能的浪潮呼啸而来， AI+端侧硬件和软件的发展正在引领消费电子新一轮产业升 级，AI+端侧设备（如 AI PC、AI 手机、AI/AR/VR 眼镜等）、 具身智能机器人、 ...

Core Viewpoint - The company reported a slight increase in revenue and net profit for Q1 2025, indicating stable performance despite challenges in the market [1] Financial Performance - Q1 2025 revenue reached 2.193 billion yuan, a year-on-year increase of 0.72% - The net profit attributable to shareholders was 91 million yuan, up 1.28% year-on-year - The net profit excluding non-recurring items was 82 million yuan, reflecting a year-on-year growth of 10.97% [1] Operational Analysis - The company recognized asset impairment losses totaling 78.06 million yuan in Q1 2025, primarily due to credit impairment losses of 78.04 million yuan, which impacted performance [2] - In 2024, the company achieved overseas revenue of 1.838 billion yuan, a decline of 13.91% year-on-year, but maintained a higher gross margin of 29.19% compared to 8.43 percentage points higher than domestic gross margin [2] - The company reported over 80% year-on-year growth in effective overseas orders in 2024, with total effective orders reaching a historical high [2] - The anticipated interest rate cuts in both the US and China in 2025 are expected to boost the mining machinery industry's outlook, with the company actively enhancing its international strategic layout [2] Future Prospects - The company is focused on the development and application of heavy mining equipment and special robots, aiming to improve operational efficiency and safety in mining through advanced technology [3] - A key national research project on "Intelligent Robots" has been initiated, targeting innovations in mobile heavy-duty intelligent high-altitude operation robot systems for bulk cargo handling, which is expected to broaden the application of special robots [3] Profit Forecast and Valuation - The company is projected to achieve net profits of 501 million yuan, 596 million yuan, and 721 million yuan for the years 2025 to 2027, corresponding to current price-to-earnings ratios of 41X, 34X, and 28X respectively [4] - Given the growth prospects in mining machinery exports and the promising future of special robots, the company maintains a "Buy" rating [4]