油气弹簧产品市场需求旺盛，国外市场有所突破，订单量稳步提升，品牌影响力进一步增强，收入同比 增长21.40%，同时，在新能源乘用车、越野车等新领域的应用探索亦有序开展。此外，机械装备用缸 产品中，得益于多元市场的积极开拓，工程机械用油缸及JG装备用缸收入实现同比快速增长，带动机 械装备用缸总体收入同比增长3.96%。 值得一提的是，去年公司海外市场高增长的态势在上半年得到延续，报告期内海外收入同比增长 41.24%。据悉，公司持续发挥自卸车专用油缸及机械装备用缸的高可靠性及核心技术优势，加强境外 油气弹簧产品的设计、研发、推广及销售力度，积极参加境外展会持续深化与国外客户的互动合作，境 外市场开拓效果显著。 在创新驱动与研发投入方面，公司积极顺应智能化、电动化、系统化等发展方向，强化研发投入、推动 产品研发和更新迭代，提升综合竞争力，研发费用同比增长15.93%。据了解，公司研发围绕包括无人 驾驶矿用车智能电液举升系统、超大负载工业机器人创新型油气分离平衡装备、人形机器人关节用高精 度高可靠性行星滚柱丝杠副在内的多个项目展开，研究方向延伸至工业机器人、智能驾驶等战略新兴应 用领域。 精益管理能效的显现也助推公 ...

问：空气悬架今年和明年的业务规划是怎样的？ 证券代码：002283 证券简称：天润工业 天润工业技术股份有限公司投资者关系活动记录表 编号：2025-005 | | 特定对象调研 分析师会议 | | --- | --- | | 投资者关系活动 | 媒体采访 业绩说明会 | | | 新闻发布会 路演活动 | | 类别 | 现场参观 | | | 其他（电话会议） | | | 会议采用电话会议形式，具体参会人员详见附件。 | | | 上市公司接待人员： | | 活动参与人员 | 董事、董秘、副总经理、财务总监：刘立 | | | 证券办公室部长：冯春 | | | 证券事务代表：吕旭艺 | | 时间 | 2025 年 8 月 22 日（星期五）10:00-10:50 13:30-14:30 | | 地点 | 天润工业技术股份有限公司 | | 形式 | 电话会议 | | | 一、公司简介： 公司董事会秘书刘立女士对公司 2025 年半年度报告 | | 交流内容及具体 | 进行简单解读。 | | | 二、投资者问答： | | 问答记录 | 问：今年上半年公司大马力业务板块的收入是多少， | | | 下半年和 ...

业绩明显改善，工业机器人业务持续突破 | 投资评级：增持（维持） [Table_Rank] | | | --- | --- | | 报告日期： | 2025-08-22 | | [Table_BaseData] 收盘价（元） | 8.33 | | 近 12 个月最高/最低（元） | 9.14/5.02 | | 总股本（百万股） | 287 | | 流通股本（百万股） | 287 | | 流通股比例（%） | 100.00 | | 总市值（亿元） | 24 | | 流通市值（亿元） | 24 | [Table_StockNameRptType] 赛福天（603028） 公司点评 [公司价格与沪深 Table_Chart] 300 走势比较 -15% 7% 28% 50% 71% 8/24 11/24 2/25 5/25 赛福天 沪深300 [Table_Author] 分析师：徐偲 执业证书号：S0010523120001 邮箱：xucai@hazq.com 分析师：余倩莹 执业证书号：S0010524040004 邮箱：yuqianying@hazq.com [Table_CompanyReport] 相关报 ...

每经AI快讯，有投资者在投资者互动平台提问：公司产品可以应用于工业机器人、人形机器人吗？如 果可以，请问有订单交付吗？如果没有，未来会计划切入吗？ （文章来源：每日经济新闻） 双飞集团（300817.SZ）8月20日在投资者互动平台表示，目前我公司产品尚未应用于人形机器人上，但 在工业机器人领域，我们的自润滑轴承主要应用于机械手关节部位。我们未来也会积极寻求与人形机器 人客户的合作机会，公司会持续关注行业动态，努力拓展业务边界。 ...

双飞集团8月20日在互动平台表示，目前公司产品尚未应用于人形机器人上，但在工业机器人领域，公 司的自润滑轴承主要应用于机械手关节部位。未来也会积极寻求与人形机器人客户的合作机会，公司会 持续关注行业动态，努力拓展业务边界。 ...

Group 1 - The company Zhongyuan Nepe (002448.SZ) has confirmed that its subsidiary, Henan Zhongyuan Zhixin Technology Co., Ltd., is engaged in industrial robotics-related business [2] - The subsidiary has successfully sold outdoor heavy-duty AGV (unmanned forklift) vehicles and stacking robots [2]

Group 1 - Shanghai Yanpu Precision Technology Group Co., Ltd. announced the establishment of a joint venture, Shanghai Xina Tech Intelligent Technology Co., Ltd., marking its entry into the industrial robotics sector [1][2] - The joint venture has a registered capital of 30 million yuan, with Shanghai Yanpu contributing 15.3 million yuan for a 51% stake, thus achieving a controlling position [1][2] - The joint venture aims to leverage the strengths of all parties involved to create synergies in the development, production, and sales of industrial robots [2][4] Group 2 - The robotics industry is experiencing rapid growth, with China's robot industry revenue increasing by 27.8% year-on-year in the first half of 2025, and industrial robot production rising by 35.6% [4] - The joint venture will focus on key areas such as core technology research and development, production line construction, market expansion, and team building [2][4] - Shanghai Yanpu has already completed the first phase of technology reserves for key robot components and is initiating a high-end talent recruitment plan [4]

Core Viewpoint - Shanghai Yanpu (605128.SH) plans to establish a joint venture, Shanghai Sinatek Intelligent Technology Co., Ltd., with a registered capital of 30 million yuan, aiming to enhance its position in the industrial robotics sector [1] Group 1: Joint Venture Details - The company will invest 15.3 million yuan, holding a 51% stake in the joint venture [1] - The joint venture will focus on the research, production, and sales of industrial robots [1] - This transaction is classified as a related party transaction and does not constitute a major asset restructuring, thus requiring no shareholder meeting approval [1] Group 2: Strategic Implications - The collaboration is expected to enable all parties involved to tap into a high-growth market, facilitating technological breakthroughs and industrial upgrades [1]

Group 1 - The U.S. government has begun issuing H20 chip licenses to Nvidia after a delay, following a meeting between Nvidia's CEO Jensen Huang and President Trump [2] - The global industrial robot market is facing challenges, with a 3% decline in new installations last year, totaling approximately 523,000 units. However, China is expected to see a 5% increase in new installations in 2024, raising its global market share from 51% in 2023 to 54% [2][3] - Geely's satellite constellation project aims to deploy 64 satellites within the next two months, achieving global coverage for satellite IoT communication, with a total of 41 satellites already in orbit [4] Group 2 - Zhongchuang Innovation and GAC High Domain have signed a strategic cooperation agreement in the eVTOL sector, focusing on the standardization of power products. The GOVY AirCab, equipped with a high-energy battery from Zhongchuang Innovation, is currently in the certification phase and is expected to enter mass production in the second half of 2026 [4]

Group 1 - Huanfang Quantitative has been involved in a corruption case involving a total of 118 million yuan over six years, with the market director, Li Cheng, allegedly colluding with a brokerage to siphon off commissions [3][4] - The company claims that Li Cheng's actions were personal and not representative of the company's practices, asserting that they were unaware of the commission incentives provided by the brokerage [4] Group 2 - Borante Robotics faced controversy after a proposal to increase the general manager's salary to 2 million yuan was rejected by the board, leading to public accusations of mismanagement from investors [4] Group 3 - Wahaha is implementing a strict policy to eliminate distributors with annual sales below 3 million yuan, causing disputes over unsettled payments among distributors [7][8] Group 4 - The global industrial robot market is experiencing a downturn, with a 3% decrease in new installations last year, while China is the only market showing growth, expected to increase by 5% in 2024 [23]