中证报中证网讯（王珞）9月25日，海伦哲（300201）在投资者交流会上透露，其参股公司苏州镒升机 器人科技有限公司（以下简称"苏州镒升"）受益于苹果手机产线扩张等原因，2024年度公司机器人、滑 台、视觉等细分产品销售收入同比分别增长34.2%、63.58%、31.62%，呈现较强的增长势头。近期，苹 果公司推出手机新机型，苹果手机产线相关设备更新加快，苏州镒升公司相关产品已经进入打样阶段， 预计将会对来年经营业绩产生积极影响。 苏州镒升是海伦哲投资参股18.18%的公司，该公司致力于工业机器人、工业滑台、工业相机等自动化 核心产品的研发、生产及应用与销售，是EPSON工业机器人的认证经销商和增值方案商，同时也是世 界知名工控器件厂商SMC气动产品与Panasonic传感器产品在中国重要的合作伙伴，在消费电子、汽 车、新能源、OLED产业、5G、智能仓库等领域为客户提供工厂自动化规划与方案整合，擅长工业机器 人与视觉系统精密配合组装作业，是苹果产线工业机器人等产品重要供应商。 转自：中国证券报·中证网 ...

Investment Rating - The report suggests maintaining attention on the company as it is expected to return to growth in 2025 [4] Core Viewpoints - The company is expanding its production capacity and continuing to grow its business in China by acquiring land for new facilities, with a total cost of RMB 30.68 million [1] - A new automated facility is planned to enhance production efficiency and meet the increasing demand from Chinese consumers, with an investment of no less than RMB 240 million [2] - The new factory is expected to be operational by 2029, contributing positively to the company's operational development and growth prospects [2] - The acquisition of land is strategically located near existing facilities, which will help create synergies and improve operational efficiency in the Greater Bay Area [3] Summary by Sections - **Investment Expansion**: The company has successfully bid for two plots of land in Zhuhai, Guangdong, for a total of RMB 30.68 million, aimed at constructing new production facilities [1] - **Production Capacity**: The new facility will utilize automation and efficient production processes to increase capacity and reduce unit production costs, addressing the evolving needs of consumers [2][3] - **Operational Efficiency**: The new automated facility is expected to enhance operational efficiency, reduce downtime, and optimize resource utilization, thereby lowering production costs [3] - **Market Positioning**: The company has a strong brand presence and is adapting to new consumer trends while expanding into emerging domestic channels and overseas markets [4]

Group 1 - Company Nissin Foods (01475.HK) successfully acquired land use rights for two plots in Zhuhai, Guangdong Province, China, for a total consideration of RMB 30.68 million [1] - The acquisition is part of the company's strategy to expand its operations in China and enhance production capacity through the construction of a new facility [2] - The new facility will utilize factory automation and efficient production processes to improve operational efficiency and reduce production costs [2] Group 2 - The company plans to invest over RMB 240 million to build the new plant and install new production lines on the acquired land [2] - The location of the new facility is considered ideal due to its proximity to the existing Zhuhai Nissin packaging production plant and the shortage of industrial land in the region [2] - The expansion is expected to ensure stable supply and meet anticipated increases in product sales, positively contributing to the company's operational development and growth prospects [2]

Group 1 - The company has successfully acquired land use rights for two plots in Zhuhai, Guangdong Province, China, for a total consideration of RMB 30.68 million, with the contract expected to be signed by September 23, 2025 [1][2] - The acquired land will be used to build a new production facility, aligning with the company's strategy to expand its operations in China and meet the growing demand for high-quality, reasonably priced food products [2] - The new facility will incorporate factory automation and efficient production processes, aimed at increasing capacity and reducing unit production costs, which is crucial for ensuring stable supply and addressing anticipated increases in product sales [2] Group 2 - The company plans to invest over RMB 240 million in the new facility, which is strategically located near its existing packaging production plant that commenced operations in 2021 [2] - The expansion is expected to positively impact the company's operational development and growth prospects in the long term, enhancing overall revenue and profitability [2]

Core Viewpoint - Nissin Foods has successfully acquired land use rights for two plots in Zhuhai, Guangdong Province, China, for a total consideration of RMB 30.68 million, with plans to build a new production facility to enhance capacity and meet growing consumer demand for high-quality food products [1][2]. Group 1 - The company has acquired land use rights for two plots in Zhuhai, Guangdong, through its wholly-owned subsidiary, with a total cost of RMB 30.68 million [1]. - The land acquisition is part of the company's strategy to expand its operations in China and enhance its production capabilities [2]. - The new facility will utilize factory automation and efficient production processes to improve operational efficiency and reduce production costs [2]. Group 2 - The company plans to invest over RMB 240 million to develop the new facility on the acquired land, which is strategically located near its existing packaging production plant [2]. - The expansion is crucial for ensuring stable supply and addressing anticipated increases in product sales [2]. - The establishment of a larger and more advanced production base is expected to positively impact the company's operational development and growth prospects, thereby enhancing overall revenue and profitability [2].

香 港 交 易 及 結 算 所 有 限 公 司 及 香 港 聯 合 交 易 所 有 限 公 司 對 本 公 告 之 內 容 概 不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示，概 不 對 因 本 公 告 全 部 或 任 何 部 份 內容而產生或因倚賴該等內容而引致之任何損失承擔任何責任。 自願公告 收購土地使用權 董事會欣然宣佈，於2025年9月10日，本公司透過其於中國的全資附屬公司通過公開 競 買 成 功 中 標 兩 幅 地 塊 的 土 地 使 用 權，總 代 價 為 人 民 幣30.68百 萬 元。該 等 地 塊 均 位 於 中 國 廣 東 省 珠 海 市 金 灣 區，並 由 珠 海 市 自 然 資 源 局 以 網 上 掛 牌 的 方 式 公 開 出 讓。 預期將於2025年9月23日前就地塊收購與珠海市自然資源局訂立國有建設用地使用 權出讓合同。該等地塊毗鄰珠海日清，將由本集團用作建設新生產設施。 上市規則的涵義 由於上市規則第14.07條項下有關地塊收購事項的各項適用百分比率均低於5%，故地 塊收購事項並不構成上市規則第14章項下的本公司須予公佈交 ...

Core Viewpoint - The report from Dongwu Securities indicates that the recovery in downstream demand has led to a continuation of high growth in Yihua's performance for H1 2025, with a net profit attributable to shareholders of 282 million yuan, representing a year-on-year increase of 26.49% [1] Group 1: Company Performance - Yihua achieved a net profit of 282 million yuan in H1 2025, reflecting a year-on-year growth of 26.49% [1] - The company's performance has shown a recovery trend since Q1, primarily driven by strong demand in the new energy and automotive sectors [1] Group 2: Business Development - Yihua has deepened its FA (Factory Automation) business layout, successfully developing a product system that includes 199 major categories, 4,573 subcategories, and over 2.58 million SKUs [1] - The number of customers transacted by the company is expected to reach nearly 40,000 in 2024, with an increase of approximately 3,000 new customers compared to 2023 [1] Group 3: Future Growth Potential - The FB (Flexible Business) segment is anticipated to enter a rapid growth phase, supported by a production model that integrates "intelligent quoting system + automatic intelligent programming + flexible intelligent production line" to meet the market demand for numerous "long-tail orders" [1] - The company maintains a "buy" rating, indicating confidence in its growth trajectory [1]

Core Viewpoint - The article highlights the recent product showcase by Fanuc in Yamanashi Prefecture, Japan, focusing on advancements in industrial robots and factory automation systems aimed at enhancing manufacturing efficiency [1][2]. Group 1: Robotics Innovations - Fanuc introduced a remote operation robot system consisting of two robotic arms, allowing operators to perform tasks safely in hazardous environments by replicating their movements in real-time [1]. - The new cutting robots developed by the robotics department have increased cutting load capacity by 3.4 times, enabling the processing of iron, which was previously limited to aluminum [1]. Group 2: Food Packaging and Metal Processing - The new food packaging robot features FDA-certified coatings and demonstrated the ability to package irregularly shaped and soft foods like chicken nuggets [2]. - A new metal processing machine showcased a 3% improvement in production efficiency, which is crucial in a competitive market [2]. - The injection molding machine for plastic products can reduce cycle time by 8-10%, showcasing significant technological advancements [2]. Group 3: Factory Automation Developments - The factory automation department is focusing on digital reproduction of machining processes using data collected from CNC devices, aiming to replace traditional trial processes and shorten development time [2]. - A demonstration showed the ability to compare two machining surfaces on a display, facilitating the identification of precision improvement points, with simulation speeds up to 100 times faster than actual machining [2]. Group 4: Event Attendance - The showcase event held from May 19 to 21 attracted approximately 7,500 attendees, marking a 10% increase compared to 2024 [3].

Core Viewpoint - Many companies in the machine tool and robotics sectors expect to achieve both revenue and profit growth in the fiscal year 2025, despite risks from tariffs imposed by the Trump administration, which may slow equipment investment. The prevailing view is that a recovery in demand from China and the semiconductor sector can offset these risks [1][2]. Group 1: Machine Tool Orders and Market Trends - In April, Japan's machine tool orders increased by 8% year-on-year, reaching 130.2 billion yen, marking seven consecutive months of growth [1]. - Domestic orders in Japan decreased by 5% to 34.4 billion yen, while overseas orders rose by 13% to 95.7 billion yen [1]. - Manufacturers generally believe that factory investments will remain robust, despite weaker equipment investment from small and medium-sized enterprises in Japan [1]. Group 2: Company-Specific Insights - Makino Milling Machine Co. anticipates a decrease in consolidated sales by 11.3 billion yen and operating profit by 2.1 billion yen due to yen appreciation, but expects to achieve record-high sales and operating profit for the fiscal year [1]. - Okuma Corporation expects both sales and operating profit to grow for the first time in two fiscal years, driven by strong demand in the aerospace and semiconductor sectors [2]. - SMC, a factory automation component company, estimates that tariffs and exchange rates will negatively impact sales by 55 billion yen and operating profit by 29.6 billion yen, yet plans to achieve revenue and profit growth due to investments from Chinese manufacturers [2]. - Misumi Group anticipates a decline in both revenue and profit, citing tariffs and yen appreciation as key factors [2]. Group 3: Industry Outlook and Risks - The semiconductor and Chinese market demand is believed to have bottomed out, with expectations for a comprehensive recovery in the factory automation industry by 2025, surpassing concerns over tariffs [2]. - Fanuc, a robotics company, has not disclosed performance expectations due to the unpredictable impact of U.S. tariffs, indicating a potential for increased production in the U.S. as a future option [3]. - Companies expecting revenue and profit growth must prepare for sudden changes in the business environment [4].