（文章来源：证券日报） 证券日报网讯 12月5日，东方精工在互动平台回答投资者提问时表示，东方精工目前直接持有嘉腾机器 人19.8366%的股权。参股公司嘉腾机器人专注于移动机器人（AGV）本体的研发和制造，是全球领先 的AGV机器人与智能物流仓储系统提供商、中国工业机器人十大品牌商之一，在过去的二十多年发展 历程中，积累了大量的行业Know-How。公司一以贯之的"1+N"的发展战略，在聚焦核心主业的同时， 紧跟国家发展新质生产力的战略方向号召，战略聚焦"人工智能+机器人"领域，打造重点方向的产业链 投资布局。东方精工在"人工智能+机器人"领域已有嘉腾机器人、若愚科技、乐聚机器人三个股权投资 项目，形成"集群化战略投资"局面。公司对"人工智能+机器人"领域的战略投资，旨在打造"战略投资 +产业协作"的模式，推动自身装备制造能力与标的企业领先技术融合，实现在生产制造、场景应用及 市场开拓方面的协同。 ...

东方精工（002611.SZ）12月5日在投资者互动平台表示，东方精工目前直接持有嘉腾机器人19.8366%的 股权。参股公司嘉腾机器人专注于移动机器人（AGV）本体的研发和制造，是全球领先的AGV机器人 与智能物流仓储系统提供商、中国工业机器人十大品牌商之一，在过去的二十多年发展历程中，积累了 大量的行业Know-How。公司一以贯之的"1+N"的发展战略，在聚焦核心主业的同时，紧跟国家发展新 质生产力的战略方向号召，战略聚焦"人工智能+机器人"领域，打造重点方向的产业链投资布局。东方 精工在"人工智能+机器人"领域已有嘉腾机器人、若愚科技、乐聚机器人三个股权投资项目，形成"集群 化战略投资"局面。公司对"人工智能+机器人"领域的战略投资，旨在打造"战略投资+产业协作"的模 式，推动自身装备制造能力与标的企业领先技术融合，实现在生产制造、场景应用及市场开拓方面的协 同。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司持有嘉腾机器人近百分之二十的股份，有没有近 一步控股的考虑？ ...

东方精工为何要将收入大头卖给国外的资本？这源于东方精工对自身业务的战略考量。 2014年，东方精工通过跨国并购获得Fosber集团控股权，后者是全球高端瓦楞纸板生产线领域的领导者，在北美市场占有率超过50%。然而，庞大的国际业 务运营也带来了管理压力。东方精工在公告中称，分散的资源投入与管理重心客观上制约了运营效率。 需要注意的是，本次交易的基础价格合计为7.74亿欧元，通过此次出售，东方精工将获得约63.4亿元的巨款。这笔资金如何使用，将直接影响该公司未来发 展方向。 东方精工在公告中表示，此次出售完成后战略资源更加聚焦于国内业务，特别是水上动力设备以及"人工智能+机器人"等战略性新兴产业的培育与发展。 11月28日晚，深交所上市公司东方精工（002611.SZ）发布重大资产出售预案，引发市场广泛关注。公告显示，东方精工及其全资子公司拟以7.74亿欧元的 基础价格，向国外投资公司博枫（Brookfield）旗下的实体出售其所持有的Fosber集团、Fosber亚洲和Tiruña亚洲3家公司的100%股权。此次交易预计构成上 市公司重大资产重组。 | 项目 | | 交易对价 | | --- | --- | - ...

Group 1 - The 2025 Guangdong International Robotics and Intelligent Equipment Development Conference, themed "Intelligent Manufacturing High Ground, Leading the Future," aims to create a platform for cooperation and exchange in the robotics and intelligent equipment sector, showcasing the latest technologies and achievements [2] - The establishment of the Guangdong Embodied Intelligent Robot Supply Chain Industry Alliance was announced, along with the release of the first batch of innovation centers for embodied intelligent robots, which will play a crucial role in advancing technology research and industrialization [2] - The fifth Industrial Software Innovation Application Competition was launched to stimulate innovation in the industrial software sector and promote breakthroughs and applications in industrial software technology [2] Group 2 - The integration of "Artificial Intelligence + Robotics" is becoming a core driving force for global industrial transformation, reshaping the industrial landscape at an unprecedented pace [4] - Dongguan, known as the "World Factory," has been deeply cultivating the robotics and intelligent equipment industry, forming a complete industrial chain from core components to complete machine manufacturing, and from technology research and development to application scenarios [4]

Core Insights - The 2025 Guangdong International Robotics and Intelligent Equipment Development Conference aims to create a collaboration platform for top domestic and international companies in the robotics and intelligent equipment sector, showcasing the latest technologies and achievements [1][3] - The establishment of the Guangdong Embodied Intelligent Robot Supply Chain Industry Alliance was announced, which will play a crucial role in promoting research and industrialization of embodied intelligent robot technology [5][7] Group 1: Industry Development - Dongguan, known as the "World Factory," has developed a complete industrial chain in the robotics and intelligent equipment sector, from core components to complete machine manufacturing and application scenarios [3][5] - The Guangdong provincial government plans to continue implementing supportive policies for the artificial intelligence and robotics industry, aiming to enhance industrial layout, support technological innovation, and cultivate leading enterprises [3][5] - The "14th Five-Year Plan" period has seen significant achievements in China's robotics industry, transitioning from small-scale to larger-scale development, with a focus on high-quality growth [5][7] Group 2: Local Industry Landscape - Dongguan hosts over 220,000 industrial enterprises and more than 10,000 national high-tech enterprises, providing a fertile ground for the robotics industry [7] - The city has over 7,000 robotics-related companies, ranking third in the nation, with a complete industrial chain covering upstream core components, midstream manufacturing, and downstream system integration [7] - Notable companies in the robotics sector include Tuosida and Li Qun Automation, with innovative firms like Benmo Technology and Sigu Intelligent focusing on niche areas such as direct-drive micro motors and robotic electronic skin [7]

Core Insights - The leading companies in Shenzhen's intelligent manufacturing sector are driving industry upgrades through core technological breakthroughs, contributing to the establishment of a solid foundation for China's intelligent manufacturing [1] R&D Investment and Technological Advancements - Companies in the intelligent manufacturing sector are building strong technological moats through sustained high-intensity R&D investments, leading to breakthroughs in key industry segments [2] - Huichuan Technology, a leader in industrial automation, invested 1.966 billion yuan in R&D in the first half of 2025, with a R&D expense ratio of 9.58%, and has accumulated 3,128 patents and software copyrights by June 2023 [2] - Huagong Technology focused on laser and intelligent manufacturing, with a R&D investment of 461 million yuan in the first half of 2025, a 19% increase year-on-year, and filed 143 patents and 56 software copyrights [2][3] - Estun views R&D as a core driver of development, maintaining R&D investment at around 10% of sales revenue, with 418 software copyrights and 597 patents as of June 2025 [3] Market Attention and Institutional Interest - Institutional investors are showing significant interest in Shenzhen's intelligent manufacturing leaders, with Huichuan Technology, Huagong Technology, and Estun receiving 1,462, 342, and 334 institutional research visits respectively by October 14 [3] Contribution to Industry Transformation - These listed companies are leveraging independent innovation to tackle technological challenges, translating advanced technologies into actual production efficiency, and playing a crucial role in driving industry transformation and elevating China's manufacturing to a higher global value chain [4] Capital Market Support - The capital market provides essential funding support for Shenzhen's intelligent manufacturing companies, facilitating their transition from technological breakthroughs to industrial implementation [5] - Huichuan Technology has implemented seven stock incentive plans and two long-term incentive holding plans, covering 1,160 employees, to align employee interests with company goals [5][6] - Huagong Technology has raised 3.424 billion yuan through equity financing since its listing and has successfully issued various bonds at lower interest rates due to its AAA credit rating [5] - Estun raised 1.745 billion yuan through two private placements for projects related to robotic intelligent manufacturing systems and standardized welding robot stations [5][6] Future Development - Shenzhen's intelligent manufacturing companies are expected to leverage capital markets to accelerate high-quality development in the future [7]

Core Viewpoint - The company has engaged in a strategic investment in the "Artificial Intelligence + Robotics" sector, focusing on partnerships with multiple robotics firms, including a joint venture with Heertai and Leju Robotics, although specific announcements have not been made regarding this collaboration [1] Group 1: Company Partnerships - The company has established a cluster investment strategy in the robotics field, collaborating with Gateng Robotics, Ruoyu Technology, and Leju Robotics [1] - The company holds a 19.8366% stake in Gateng Robotics, a 23.3111% stake in Ruoyu Technology, and a 6.8329% stake in Leju Robotics [1]

Core Viewpoint - The article highlights the rapid growth and innovation of TuoSiDa in the robotics industry, particularly in the context of artificial intelligence and smart manufacturing, positioning the company as a key player in the upcoming commercialization of humanoid robots by 2025 [1][4]. Group 1: Company Performance and Growth - TuoSiDa's industrial robot business has shown consistent growth, with a revenue increase of 22.55% in the first half of the year, reaching 146 million yuan [7]. - The company's self-developed multi-joint robots saw an impressive revenue growth of 80.86% year-on-year, with cumulative shipments nearing 10,000 units [8]. - The launch of the new humanoid robot "Xiao Tuo" marks TuoSiDa's entry into the humanoid robot market, leveraging nearly 20 years of expertise in injection molding [4][5]. Group 2: Technological Advancements - TuoSiDa has achieved full-chain domestic production for its new generation intelligent robot control platform, which integrates over 400 functional interfaces [1][11]. - The company has developed a flexible sorting and feeding solution for industrial robots, enhancing their capabilities in various manufacturing scenarios [8][14]. - The X5 intelligent robot control platform has been developed in collaboration with national partners, serving as a critical link between AI models and robotic hardware [9][11]. Group 3: Market Strategy and Future Plans - TuoSiDa aims to expand its humanoid robots into assembly and inspection applications, targeting the multi-billion yuan automated intelligent equipment market [4][9]. - The company is focused on deepening its "AI + manufacturing" strategy, fostering partnerships with leading AI model firms to enhance its product offerings [8][10]. - TuoSiDa's strategy includes leveraging its extensive customer base of over 15,000 to drive innovation and market penetration in the robotics sector [5][8].

Group 1 - The company is closely monitoring new technologies, products, and applications in the "Artificial Intelligence + Robotics" strategic emerging industry [1]

Core Insights - Tesla's humanoid robot, Optimus, has evolved with a new golden design and improved capabilities, showcasing a significant advancement in robotics technology [1][3][6] - The robot's hand design is more refined and human-like, indicating a shift towards greater dexterity and functionality [3][8] - Elon Musk has indicated that Tesla's future value will heavily rely on the Optimus robot, projecting that 80% of the company's worth will come from this technology rather than traditional automotive sales [16] Design and Functionality - The new golden Optimus features a unique design that differs from previous versions, providing a fresh and premium visual experience [3] - The hand of the robot has been upgraded to closely mimic human biomechanics, with actuators moved to the forearm, enhancing its dexterity [8][15] - The robot's walking gait still exhibits some mechanical characteristics, but its ability to understand commands and perform actions is a notable improvement [6][13] Technological Advancements - Tesla's dexterous hand technology has progressed through three generations, with the latest version achieving 22 degrees of freedom and 17 active degrees of freedom, significantly enhancing precision and load capacity [15] - The transmission system has been upgraded to a hybrid solution, improving efficiency and performance [15] Market Strategy and Production Goals - Tesla aims to produce over 1,000 units of Optimus by 2025, with plans to ramp up production to 50,000 units by 2026, targeting a price point of approximately $30,000 per unit [17] - The company envisions Optimus as a versatile tool for industrial applications, including precision manufacturing and logistics [17]