（原标题：广东机器人"天团"亮相，佛山单项奖补5000万造智能机器人） 这些场景，正由广东的科技企业快速推向现实。8月26日，在广东省人工智能与机器人产业创新产品与服务发布会（佛山专场）暨佛山市智能机器 人产业高质量发展大会上，一批"广东造"机器人新品集中亮相，紫东太初、库卡机器人、华数机器人、有研广东院、天太机器人等企业集中发布 了包括具身智能大模型、智能焊接机器人、传感器及仿生关节模组等一批创新产品与技术。 一批即将进入生产与生活的机器人图景正在浮现，这背后是实打实的"广东实力"。在中国，每4台工业机器人中，就有1台来自广东。 从广州、深圳的算法与研发，到佛山、东莞的制造与应用，机器人"组团上新"背后，是广东多年来围绕"人工智能+机器人"所构建的集群生态。 以家电、陶瓷为传统标签的佛山，正在成为这场机器人变革的重要试验场，试图走出一条独特的产业升级路径。2024年，佛山的工业机器人产量 已占全国7%，同比增长43.5%，稳稳站上国内第一梯队。政策"真金白银"扶持、联盟生态协同、园区载体联动，佛山正在用一套"组合拳"，为中 国智造的未来探路。 智能机器人组团上新 活动现场，一批广东科技企业集中登台，秀出了自 ...

证券代码：002611 证券简称：东方精工 公告编号：2025-033 披露时间2025年08月14日 一、重要提示 本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规划，投 资者应当到证监会指定媒体仔细阅读半年度报告全文。 所有董事均已出席了审议本报告的董事会会议。 非标准审计意见提示 □适用 √不适用 董事会审议的报告期利润分配预案或公积金转增股本预案 □适用 √不适用 公司计划不派发现金红利，不送红股，不以公积金转增股本。 董事会决议通过的本报告期优先股利润分配预案 □适用 √不适用 公司是否需追溯调整或重述以前年度会计数据 □是 √否 ■ 3、公司股东数量及持股情况 单位：股 ■ 持股5%以上股东、前10名股东及前10名无限售流通股股东参与转融通业务出借股份情况 □适用 √不适用 前10名股东及前10名无限售流通股股东因转融通出借/归还原因导致较上期发生变化 □适用 √不适用 4、控股股东或实际控制人变更情况 控股股东报告期内变更 二、公司基本情况 1、公司简介 ■ 2、主要会计数据和财务指标 □适用 √不适用 公司报告期控股股东未发生变更。 实际控制人报告期内变更 ...

7月31日数据显示，东方精工主力资金净流出8423.93万元，占流通市值的0.6%。 东方精工主营业务为智能包装设备及自动化生产线的研发、生产和销售。公司产品广泛应用于食品饮 料、医药、日化、电子等行业。2025年一季度，公司实施了现金分红1.58亿元，占当期归母净利润的 57%。 公司近期在互动平台表示，紧跟国家发展新质生产力的战略导向，重点布局"人工智能+机器人"和"可控 核聚变关键结构材料+核电装备"领域。2025年公司增持航天新力股权至19.89%，持续深化战略投资布 局。 东方精工7月31日股价报14.10元，较前一交易日下跌1.88%。当日成交量为104.86万手，成交金额达 14.89亿元。 风险提示：投资有风险，入市需谨慎。本文不构成任何投资建议，投资者应独立判断并承担相应风险。 ...

Core Insights - Zhang Bo emphasizes the need for China to develop an artificial intelligence (AI) path that aligns with its unique characteristics and national conditions [2][7] - The current state of General Artificial Intelligence (AGI) is debated, with differing opinions on its timeline for realization, primarily due to varying definitions of AGI [3][4] AGI Development - AGI is defined by three standards: domain generality, task generality, and a unified theoretical framework [4][5] - Current AI models, while significant, are still in the early stages of AGI development and require integration with hardware and robotics for practical applications [5][6] AI Applications in Healthcare - The application of AI in healthcare varies significantly by task complexity, with diagnostic systems facing high demands for reliability and interpretability [5][6] - AI can enhance efficiency in lower-risk tasks like triage, but high-stakes areas like diagnostics require thorough understanding and validation by medical professionals [5] AI and Robotics - The robotics sector faces challenges related to reliability and cost, hindering widespread adoption [6] - Current humanoid robots are largely in the prototype stage, and their practical application is limited by high costs and reliability concerns [6] China's AI Development Path - China's AI development should avoid blindly following Western models and instead focus on solutions that meet local needs, such as favoring wheeled robots over humanoid ones in urban settings [7] - The high costs associated with AI in industrial applications are a significant barrier, but there is potential for cost reduction through engineering and algorithm optimization [7][8] Industry Insights - The prevalence of Tsinghua University-affiliated AI companies is attributed to decades of research and development, creating a robust ecosystem for AI innovation [7] - Identifying promising AI companies should focus on the capabilities of their leadership and the alignment of technology with business needs [7][8]

Financial Performance - In Q1 2025, the company achieved sales revenue of 1.244 billion CNY, a year-on-year increase of 24.03% [6] - Net profit attributable to the parent company was 12.6299 million CNY, up 93.43% year-on-year [6] - Net profit after deducting non-recurring gains and losses was 4.1674 million CNY, an increase of 132.2% [6] - Operating cash flow net amount was 47.5225 million CNY, growing by 112.95% [6] - Total expense ratio was 28.33%, down 5.14 percentage points year-on-year [6] Market Outlook - The industrial automation market demand is recovering, with strong growth in automotive, electronics, and lithium battery sectors [7] - The company anticipates significant growth potential in the industrial robot market for 2025 [7] Strategic Development Plans - The company aims to achieve operational improvement and profitability by focusing on global layout, strategic focus, technological breakthroughs, and operational efficiency [8] - Plans include optimizing the marketing system, enhancing R&D investment, expanding global business, and improving internal management [8][9] R&D and Product Development - The company is increasing R&D resources in high-barrier industrial robot applications to enhance product competitiveness [10] - Focus on developing automation core components and industrial robot products for emerging industries [8][10] Profit Margin Improvement - The company plans to strengthen sales price control and focus resources on high-quality orders to stabilize profit margins [11] - Strategies include optimizing the supply chain and enhancing local material substitution [11] Global Expansion - The company will continue to expand into Europe, America, the Middle East, and Southeast Asia, targeting leading domestic clients in the new energy vehicle and lithium battery sectors [12] - Plans to establish a global production base in Poland and optimize the cost structure of overseas subsidiaries [12][13] Intelligent Technology Development - The company is investing in "artificial intelligence + robotics" to enhance autonomous perception and learning capabilities of industrial robots [14] - Development of humanoid robots with a focus on factory production lines and logistics applications [14] Trade Impact Assessment - The company assesses that the impact of U.S. tariffs is limited due to the small proportion of revenue from U.S. operations and prior global production base planning [15]

Core Insights - The company reported a revenue of 4.009 billion yuan for 2024, but faced net profit losses due to goodwill impairment, industry demand fluctuations, and cost pressures. However, in Q1 2025, the company saw a significant improvement in profitability with a revenue of 1.244 billion yuan, a year-on-year increase of 24.03%, and a net profit of 12.63 million yuan, up 93.43% [1][2] Group 1: Financial Performance - In 2024, the company experienced a net profit loss due to various challenges, but in Q1 2025, it achieved a net profit of 12.63 million yuan, marking a 93.43% increase year-on-year [1] - The company's revenue for Q1 2025 was 1.244 billion yuan, reflecting a 24.03% year-on-year growth [1] - The company’s non-recurring net profit for Q1 2025 was 4.1674 million yuan, which is a 132.20% increase year-on-year [1] Group 2: Market Position and Growth - The company maintained a 20% year-on-year growth in industrial robot shipments in 2024, ranking second in China's industrial robot market and first among domestic brands [1] - In Q1 2025, the company became the top-selling brand in China's robot market, achieving a market share of 10.3% [1] - The overall market for industrial robots in China grew by 11.6% year-on-year in Q1 2025, with domestic robot penetration increasing by 2 percentage points [1] Group 3: Research and Development - The company invested 503 million yuan in R&D in 2024, accounting for 12.55% of its revenue, focusing on high-precision six-axis robots and flexible production line solutions [2] - The company successfully launched a 700kg heavy-duty robot, breaking technological barriers and being included in the Ministry of Industry and Information Technology's promotion directory [2] - The company aims to build a globally competitive R&D framework and has committed to long-term investments in innovation to maintain its technological leadership [2] Group 4: Global Expansion and Strategy - The company is actively expanding its global presence, with overseas revenue reaching 1.37 billion yuan in 2024, making up 34.16% of total revenue [2] - The company plans to focus on "global layout, strategic focus, technological breakthroughs, and operational efficiency" in its 2025 development strategy [2] - The company is also investing in "artificial intelligence + robotics" to leverage its experience and data in industrial applications [3]