工业机器人

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下一只“寒王”呼之欲出!算力+机器人共振,英伟达核心伙伴潜力股
Xin Lang Cai Jing· 2025-10-08 04:16
当寒武纪的崛起还让人记忆犹新时, 《全球数智化指数2025》报告震撼发布:到2035年,全社会算力总量将增长10万倍!这一预测正在科技 圈和金融圈引发巨震。 可以说算力就是AI时代的生产力核心 2025年,中国智能算力规模将达到1037.3EFLOPS,较2024年增长43%;2026年,这一数字将达 1460.3EFLOPS,实现两年翻倍增长! 并且,全球主要经济体均将算力视为战略资源。 欧盟启动《欧洲芯片法案》计划2030年占全球20%市场份额。 算力竞争已成为国际科技博弈的关键领域。 需求呈指数级爆发,多领域同步引爆。 从AI大模型训练到自动驾驶,从智慧城市到工业机器人,甚至军工领域,算力正成为制胜关键: 例如,智能汽车:单车算力需求年复合增长超50%; 卫星互联网:全球低轨卫星数据处理需求激增; 第5家:紫光股份 旗下紫光晓通是NVIDIA企业级产品的总代理,以NVIDIA企业级产品为核心,为客户提供"计算+网络 +存储+安全+备份+AI软件"的全栈解决方案 第4家:英维克 向IDC公司提供机房的液冷系统,同时提供服务器内部的液冷模组,代表客户包括华为、英伟达等。 第3家:工业富联 工业4.0:智能制 ...
友升股份:目前公司产品尚未在工业机器人和人形机器人产业中应用
Mei Ri Jing Ji Xin Wen· 2025-09-30 09:15
(文章来源:每日经济新闻) 友升股份(603418.SH)9月30日在投资者互动平台表示,目前公司产品尚未在工业机器人和人形机器 人产业中应用。若未来有相关业务布局,公司将严格按照相关法律法规的要求,及时履行信息披露义 务。 每经AI快讯,有投资者在投资者互动平台提问:请问贵公司轻量化产品能否用于工业机器人和人形机 器人?下一步如何拓展机器人产业? ...
金奥博(002917.SZ):目前公司未涉及人形机器人业务
Ge Long Hui· 2025-09-29 06:55
格隆汇9月29日丨金奥博(002917.SZ)在互动平台表示,在工业机器人方面,公司专注于高端智能制造、 信息技术、工业生产领域机器人核心控制技术及装备的研发和应用,拥有多年工业机器人技术研发及应 用经验,包括运动控制器、视觉导航系统、激光导航系统等核心技术,主要机器人产品包括六轴工业机 器人、并联机器人、协作机器人、SCARA机器人、立柱机器人、视觉导航AGV智能转运车等,已在民 爆行业广泛应用,并成功拓展应用到了食品、包装及精细化工等领域。目前公司未涉及人形机器人业 务。 ...
南山控股:目前,公司尚未就工业或物流机器人的应用达成合作
Mei Ri Jing Ji Xin Wen· 2025-09-26 03:03
Core Viewpoint - The company has not yet established partnerships with industrial or logistics robot companies, although it is exploring automation solutions based on customer needs [1] Group 1: Company Operations - The company's warehousing and logistics business primarily offers high-end warehousing, intelligent distribution, and green delivery services [1] - The company utilizes its self-developed smart park management system to ensure the safety of partner parks and control operational costs [1] - Some parks have introduced automated sorting equipment based on customer requirements, which are deployed by the customers themselves [1]
隆华科技:超同步的产品主要应用于工业母机等领域
Zheng Quan Ri Bao· 2025-09-25 14:07
Group 1 - The core viewpoint of the article highlights that Longhua Technology's products are primarily used in industrial mother machines, industrial robots, and industrial automation [2]
联诚精密:已向国内工业机器人头部企业批量供应相关零件产品
Ge Long Hui· 2025-09-25 07:38
格隆汇9月25日丨联诚精密(002921.SZ)在互动平台表示,公司主要从事各种精密机械零部件的研发设 计、生产和销售,公司产品广泛应用于商用空调压缩机、工业机器人、工程机械、商用车、乘用车、液 压机械、农业机械等多种行业。公司已向国内工业机器人头部企业批量供应相关零件产品,公司一直致 力于新客户及新业务的拓展,新产品的开发。 ...
联诚精密(002921.SZ):已向国内工业机器人头部企业批量供应相关零件产品
Ge Long Hui· 2025-09-25 07:37
格隆汇9月25日丨联诚精密(002921.SZ)在互动平台表示,公司主要从事各种精密机械零部件的研发设 计、生产和销售,公司产品广泛应用于商用空调压缩机、工业机器人、工程机械、商用车、乘用车、液 压机械、农业机械等多种行业。公司已向国内工业机器人头部企业批量供应相关零件产品,公司一直致 力于新客户及新业务的拓展,新产品的开发。 ...
诚迈科技新增工业机器人相关业务,增资至约2.17亿
Zhong Guo Neng Yuan Wang· 2025-09-23 02:24
Core Viewpoint - Chengmai Technology (Nanjing) Co., Ltd. has undergone a business change, including a name change and an increase in registered capital, indicating a strategic shift towards industrial robotics and related services [1][1]. Group 1: Company Changes - The company name has been changed to Chengmai Technology Co., Ltd. from Chengmai Technology (Nanjing) Co., Ltd. [1] - The registered capital has increased from approximately 167 million RMB to about 217 million RMB, representing a growth of around 30% [1][1]. - The business scope has been expanded to include sales, installation, and maintenance of industrial robots, as well as human resources services [1][1]. Group 2: Company Background - Chengmai Technology Co., Ltd. was established in September 2006 [1]. - The legal representative of the company is Wang Jiping [1]. - The company is jointly held by Nanjing Chengmai Technology Development Group Co., Ltd., Nanjing Taize Investment Management Center (Limited Partnership), and Hong Kong Central Clearing Limited [1].
诚迈科技增资至约2.17亿元,经营范围新增工业机器人销售
Sou Hu Cai Jing· 2025-09-23 02:19
Group 1 - The company name of Chengmai Technology (Nanjing) Co., Ltd. has been changed to Chengmai Technology Co., Ltd. as of September 19 [1] - The registered capital of the company increased from approximately 167 million RMB to about 217 million RMB, representing an increase of around 30% [1] - The business scope of the company has been expanded to include sales of industrial robots, installation and maintenance of industrial robots, and human resources services [1] Group 2 - Chengmai Technology Co., Ltd. was established in September 2006 [1] - The legal representative of the company is Wang Jiping [1] - The company is jointly held by Nanjing Chengmai Technology Development Group Co., Ltd., Nanjing Taize Investment Management Center (Limited Partnership), and Hong Kong Central Clearing Limited [1]
同飞股份:公司的温控产品可以为工业机器人的控制系统等的焊接电源、激光发生器等部件进行冷却
Zheng Quan Ri Bao· 2025-09-22 14:07
Group 1 - The core viewpoint of the article highlights the widespread application of industrial robots in various industrial scenarios such as welding, cutting, stamping, spraying, loading and unloading, and palletizing, which significantly enhances production efficiency, safety, and intelligence levels [2] - The company’s temperature control products are designed to cool the control systems, drive systems, and supporting components like welding power supplies and laser generators of industrial robots, providing an optimal working environment [2]