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易思维科创板IPO:董事长郭寅控股56%,天津大学博士、曾留校任教
Sou Hu Cai Jing· 2025-06-06 12:41
| | 2024 年 12 | 2023 年 12 | 2022 年 12 | | --- | --- | --- | --- | | 主要财务指标 | 月 31 日 | 月 31 日 | 月 31 日 | | | /2024 | /2023 | /2022 | | | 年度 | 年度 | 年度 | | 资产总额(万元) | 70.355.85 | 65.057.35 | 54,682.61 | | 归属于母公司所有者权益(万元) | 47.746.57 | 38.398.20 | 29,464,90 | | 资产负债率(合并)(%) | 32.78 | 41.73 | 46.43 | | 资产负债率(母公司)(%) | 30.42 | 37.89 | 53.79 | | 营业收入(万元) | 39,242.06 | 35.486.50 | 22,321.70 | | 净利润(万元) | 8.433.17 | 5.774.67 | 538.69 | | 归属于母公司股东的净利润(万元) | 8.546.06 | 6.103.86 | 640.12 | | 归属于母公司股东扣除非经常性损益后的 净利润(万元) ...
兰剑智能(688557)每日收评(06-06)
He Xun Cai Jing· 2025-06-06 09:48
Group 1 - The stock of Lanjian Intelligent (688557) has a comprehensive score of 60.85, indicating a strong performance [1] - The main cost analysis shows the following prices: 29.40 CNY for the day's main cost, 29.91 CNY for the 5-day main cost, 28.17 CNY for the 20-day main cost, and 24.63 CNY for the 60-day main cost [1] - There have been no instances of the stock hitting the upper or lower limits in the past year [1] Group 2 - The short-term pressure level is at 31.44 CNY, while the short-term support level is at 29.30 CNY [2] - The mid-term pressure level is at 32.90 CNY, and the mid-term support level is at 23.16 CNY [2] - Current short-term and mid-term trends are unclear, awaiting direction from main capital [2] Group 3 - On June 6, 2025, the net outflow of main capital was 482.75 thousand CNY, accounting for 4% of the total transaction amount [2] - There was a net inflow of 789.90 thousand CNY from super large orders, while large orders saw a net outflow of 1,272.65 thousand CNY [2] - Retail investors experienced a net outflow of 157.84 thousand CNY [2] Group 4 - Related industry sectors showed slight declines: General Equipment at -0.52%, Machine Vision at -0.45%, Digital Twin at -0.05%, and Artificial Intelligence at -0.32% [2]
天准科技(688003)每日收评(06-06)
He Xun Cai Jing· 2025-06-06 09:08
天准科技688003 时间: 2025年6月6日星期五 48.41分综合得分 偏弱 趋势方向 主力成本分析 47.80 元 当日主力成本 48.50 元 5日主力成本 48.86 元 20日主力成本 50.35 元 60日主力成本 周期内涨跌停 过去一年内该股 涨停 1次 跌停 0 次 短期支撑位 54.44 中期压力位 45.45 中期支撑位 北向资金数据 | 持股量31.83万股 | 占流通比0.16% | | --- | --- | | 昨日净买入0.17万股 | 昨日增仓比0.001% | | 5日增仓比0.02% | 20日增仓比-0.033% | 技术面分析 52.72 短期压力位 48.18 股价跌破短期支撑位,短线观望为宜; 目前中期趋势不慎明朗,静待主力资金选择方向 K线形态 暂无特殊形态 资金流数据 2025年06月06日的资金流向数据方面 | 主力资金净流出3691.00万元 | | --- | | 占总成交额-18% | | 超大单净流出1846.29万元 | | 大单净流出1844.71万元 | | 散户资金净流出72.88万 | 关联行业/概念板块 通用设备 -0.52%、机器视觉 ...
易思维报考上市:国投基金清仓退出,郭寅“套现”超6500万元
Sou Hu Cai Jing· 2025-06-06 06:45
撰稿|张君 来源|贝多财经 6月5日,易思维(杭州)科技股份有限公司(下称"易思维")递交招股书,报考在上海证券交易所科创板上市。本次报考上市,易思维计划募资12.14亿 元,将用于机器视觉产品产业化基地项目、机器视觉研发中心项目,以及补充流动资金。 据招股书介绍,易思维专注于汽车制造机器视觉设备的研发、生产及销售,为汽车整车及零部件制造过程的各工艺环节提供机器视觉解决方案。此外,该公 司也在轨交运维与航空领域开展了业务布局,持续拓展新的应用场景。 截至2024年末,易思维的产品已应用在一汽-大众、上汽大众、广汽丰田、上汽通用、北京奔驰等合资品牌,比亚迪、江淮、奇瑞、广汽、东风等自主品 牌,零跑、蔚来、理想、小米、小鹏等新势力品牌,以及海斯坦普、卡斯马、本特勒、拓普、华翔、汇众等汽车零部件企业。 此次报考上市,易思维的质量几何? 天眼查App信息显示,易思维成立于2017年12月,位于浙江省杭州市。目前,该公司的注册资本为7500万元,法定代表人为郭寅,主要股东包括杭州易实思 远科技有限公司(下称"易实思远")、郭寅等。 据招股书披露,易实思远为易思维的控股股东,持股35.08%。其中,郭寅持有易实思远100 ...
AI+工业:易思维冲击“国产机器视觉第一股”
Jing Ji Guan Cha Bao· 2025-06-06 04:47
(原标题:AI+工业:易思维冲击"国产机器视觉第一股") 在轨交运维领域,易思维同样展现出技术迁移能力。其"车对地"线路综合巡检系统通过视觉传感器对轨道、隧道、接触网进行自动化检测,替代 人工巡检;"地对车"车辆综合检测系统则可对入库车辆进行快速故障诊断。这些解决方案已在广州地铁、杭港地铁等项目中落地,标志着易思维 从单一汽车制造向多场景工业智能的延伸。 国产突围与国际巨头的正面交锋 6月5日,上交所正式受理易思维(杭州)科技股份有限公司(以下简称"易思维")的科创板IPO申请,这家成立仅8年的国家级专精特新"小巨 人"企业拟募资12.14亿元,用于机器视觉产品产业化基地建设、研发中心升级及补充流动资金。此次IPO标志着易思维从技术突破到资本市场的全 面跃升,其背后是国产机器视觉设备在汽车制造领域打破国际垄断、实现进口替代的硬核实力。 从实验室到工业现场的"隐形冠军" 易思维的核心团队源自天津大学精密测试技术及仪器国家重点实验室,创始人郭寅及核心技术成员均深耕机器视觉领域多年。2017年成立后,公 司聚焦汽车制造四大工艺环节——冲压、焊装、涂装、总装,以及电池、压铸等新兴领域,构建了覆盖测量、引导、检测、识别 ...
影响市场重大事件:商务部等五部门组织开展2025年新能源汽车下乡活动
Mei Ri Jing Ji Xin Wen· 2025-06-04 00:24
|2025年6月4日 星期三| NO.1 商务部等五部门组织开展2025年新能源汽车下乡活动 每经记者|杨建 每经编辑|肖芮冬 NO.5 广东:支持发展深潜器、无人船艇、水下机器人等新型海洋装备 6月3日,广东省举行《广东省促进海洋经济高质量发展条例》新闻发布会。《条例》提出,培育发展海 洋新兴产业,激发新动能。引导支持电子信息企业向海洋领域拓展,加快物联网、大数据、人工智能等 技术在海洋领域的融合应用。推动海洋工程装备制造业巩固提升,支持发展深潜器、无人船艇、水下机 器人等新型海洋装备。组织开展海洋生物基因、海洋创新药物等关键技术攻关。 NO.6 银行渠道发力首批浮费基金,5天累计销售约26亿 6月3日,据银行渠道透露,首批浮费基金累计销售额达到26亿元。其中,浦发银行依然领先,代销"东 方红核心价值""天弘品质价值"以及"交银施罗德瑞安"3只基金,累计销售额近12亿;中行代销"易方达 成长进取""嘉实成长共赢"和"广发价值稳进"3只基金,累计销售达到7.6亿。在单只基金方面,"东方红 核心价值"销售规模达到15亿元,距离20亿募集上限仅差5亿元,预计本周内提前结募。在单一渠道销售 上,"易方达成长进取"销 ...
弘景光电(301479) - 2025年6月3日投资者关系活动记录表
2025-06-03 11:16
3、公司目前的产能利用率如何?能否满足大客户的出货需 求?未来的产能规划如何? 公司目前维持着较高的产能利用率。公司已增设专用产线, 积极配合大客户的出货需求。未来通过光学镜头及模组产能扩建 项目的实施,公司将新增年产逾 3,500 万颗精密光学镜头及摄像 模组的产能,能有效满足自身拓展不同应用领域市场的业务需求。 证券代码:301479 证券简称:弘景光电 广东弘景光电科技股份有限公司投资者关系活动记录表 编号:2025-005 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 参与单位名称及 人员姓名 禾其投资杨硕梅今天 国泰君安国际 王彤 广发基金 马英皓冯骋陈少平 国泰海通证券刘晶晶 胡玮腾 文灿 时间 2025 年 6 月 3 日 地点 公司会议室(现场及电话会议) 公司接待人员 姓名 董事会秘书林琼芸女士 证券事务代表钟倩文女士 投资者关系活动 主要内容介绍 1、公司与影石合作的契机和历程。 2015 年,公司与影石创新开始接洽,当时双方都是处于成长 初期的创新型企业,基于全景影像的市场机遇和两家公司的互补 需求,双方达成了合 ...
基康仪器:北交所公司深度报告:国内智能安全监测领域领军者,对标海外龙头基恩士-20250603
KAIYUAN SECURITIES· 2025-06-03 06:23
Investment Rating - The investment rating for the company is "Accumulate" (maintained) [3] Core Viewpoints - The company, Jikang Instruments, is a leading player in the domestic intelligent safety monitoring sector, comparable to the overseas leader Keyence. The company has shown steady growth in recent years, with a Q1 2025 net profit of 20 million yuan, representing a 44.91% increase year-on-year. Revenue for the same period reached 78 million yuan, up 19.07% year-on-year [5][20]. - The company is expected to benefit from the accelerating infrastructure development in the energy and water conservancy sectors, which will drive demand for safety monitoring solutions. The company continues to invest in R&D, with new products like the machine vision deformation monitoring system gaining traction in various industries [6][7]. Summary by Relevant Sections Company Overview - Jikang Instruments, established in 1998, is one of the largest suppliers of outdoor safety monitoring instruments and system solutions in China. The company is recognized as a national high-tech enterprise and a "specialized and innovative" small giant enterprise [20][21]. Product Offerings - The company's main products include intelligent monitoring terminals (precision sensors and smart data acquisition devices) and safety monitoring IoT solutions. These products are widely applied in various sectors, including energy, water conservancy, transportation, smart cities, and geological disaster monitoring [21][22]. Financial Performance - In Q1 2025, the company achieved a revenue of 78 million yuan and a net profit of 20 million yuan. The company maintains its profit forecasts for 2025-2026 and has added a forecast for 2027, expecting net profits of 89 million, 103 million, and 116 million yuan for the years 2025, 2026, and 2027, respectively [5][6]. Industry Outlook - The energy sector is expected to see long-term growth, driven by the development of hydropower, nuclear power, and wind power. The water conservancy sector is also expanding, with significant investments planned for the reinforcement of dams and reservoirs [6][7]. Competitive Positioning - Jikang Instruments is positioned to compete with Keyence, a global leader in industrial automation. The company’s machine vision products have high gross margins and are increasingly being adopted in various applications, indicating a strong potential for market share growth [7][8].
基康仪器(830879):北交所公司深度报告:国内智能安全监测领域领军者,对标海外龙头基恩士
KAIYUAN SECURITIES· 2025-06-03 05:45
Investment Rating - The investment rating for the company is "Accumulate" (maintained) [3]. Core Views - The company, Jikang Instruments, is a leading player in the domestic intelligent safety monitoring sector, comparable to the overseas leader Keyence. The company has shown steady growth in recent years, with a Q1 2025 net profit of 20 million yuan, representing a 44.91% increase year-on-year. Revenue for the same period reached 78 million yuan, up 19.07% [5][20]. - The company is expected to benefit from the accelerating infrastructure development in the energy and water conservancy sectors, which will drive demand for safety monitoring solutions. The company has a strong focus on R&D, with new products like the machine vision deformation monitoring system gaining traction in various industries [6][7]. Summary by Sections Company Overview - Jikang Instruments, established in 1998, is one of the largest suppliers of outdoor safety monitoring instruments and system solutions in China. The company is recognized as a national high-tech enterprise and a "little giant" enterprise in Beijing, specializing in precision sensors, data collectors, and intelligent sensing terminals [20][21]. Product Offerings - The company's main products include intelligent monitoring terminals (precision sensors and intelligent data collection devices) and safety monitoring IoT solutions. These products are widely applied in various sectors, including energy, water conservancy, transportation, smart cities, and geological disaster monitoring [21][22]. Industry Insights - The energy sector is expected to see long-term growth, particularly in hydropower, nuclear power, and wind power, which will drive the company's performance. The water conservancy sector is also expanding, with significant investments planned for the reinforcement of dams and reservoirs [6][7]. Competitive Positioning - Jikang Instruments is positioned against Keyence, a global leader in industrial automation. The company aims to leverage the high-margin attributes of machine vision products and capitalize on the trend of domestic substitution in the market [7][18]. Financial Projections - The company forecasts net profits of 89 million yuan, 103 million yuan, and 116 million yuan for 2025, 2026, and 2027, respectively. Corresponding EPS estimates are 0.53 yuan, 0.62 yuan, and 0.70 yuan per share, with P/E ratios of 31.7, 27.5, and 24.4 times [5][6].
人形机器人格斗赛现 “人机协作” 全自动时代需更强视觉感知能力
Zheng Quan Shi Bao Wang· 2025-05-29 06:23
感知、决策、执行是智能机器人三要素,奥比中光技术专家指出,机器人在格斗比赛中,需要在极短时 间内完成对对手的检测、跟踪和决策,同时,比赛过程中时常伴随着环境光线、对手机器人的传感器、 材料复杂性等不可控因素,更加考验机器视觉系统是否具备快速的数据感应能力、优秀的抗干扰能力, 以及与其他传感器同步和融合的能力。"深度相机具备三维空间的视觉能力,可以更好地帮助机器人覆 盖环境和对手的动态范围,为很多软件算法的处理能力提供了最重要的基础。" 不过,根据报道,本次大赛是通过"手动遥控"的方式操控机器人进行格斗比赛,也就是说,各个战队是 由"机器人选手+真人选手操控"共同完成。 近日,全球首个人形机器人格斗赛在杭州举行,随即吸引了大量业界专业人士的关注。机器视觉,是人 形机器人感知和理解周围环境的关键技术之一。民生证券指出,国内厂商多采用3D视觉(结构光/ToF/ 双目)结合激光雷达方案,提升环境建模与导航精度。 此次参赛的机器人配置的是双目深度相机以及3D激光雷达,能360°感知环境,再通过多传感器融合技 术,实时调整姿态,完成高强度动作。作为国内最早布局机器人视觉赛道的企业之一,奥比中光在国内 服务机器人视觉市场占 ...