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新股消息 | 先导智能(300450.SZ)二次闯关港交所 双线布局锂电与光伏
智通财经网· 2025-08-26 13:19
智通财经APP获悉,据港交所8月26日披露,无锡先导智能装备股份有限公司(以下简称:先导智能)(300450.SZ)递表港交所主板,中信证券、摩根大通为其 联席保荐人。这是该公司年内第二次递表,公司曾于2月25日向港交所递交过上市申请。 据招股书,先导智能是新能源智能装备企业,为众多新兴产业提供智能装备及解决方案。公司所交付的制造装备及解决方案广泛分布于锂电池、光伏电池 以及电脑、通信及消费电子产品(3C)制造、智能物流、制氢及燃料电池生产、汽车制造及激光精密加工等多元应用领域。 先导智能的智能装备已配备工业控制软件,能精简多种生产工艺,助力客户向高自动化无人工厂转型,以进一步降低人工成本、提升生产效率,以及推动 其实现绿色主张。例如,透过深度集成数据驱动算法、数字孪生模拟及动态调度优化软件,公司已开发为客户智能生产方案赋能的无人智能物流装备,推 动建立"无人工厂"及"智能工厂"。 先导智能与各领域最优质的客户群体建立了深度合作关系,在新能源领域建立了绝对领先的市场地位。根据弗若斯特沙利文资料,按2024年收入计,先导 智能是全球最大的锂电池智能装备供应商、占据全球市场份额15.5%。 在锂电池领域,公司的产 ...
艾睿铂:汽车制造拥抱“第四次革命” 无人工厂或将加速到来
Xin Hua Cai Jing· 2025-06-05 11:25
Core Insights - The report by AlixPartners indicates that the automotive industry is on the brink of a "Fourth Automotive Revolution" driven by the rapid development of artificial intelligence (AI), which is expected to lead to the emergence of "unmanned factories" [1][2] Industry Transformation - Historically, the automotive industry has undergone significant manufacturing transformations approximately every 40 years, with the last major shift being platformization and modularization over 40 years ago [1] - The new revolution is characterized by AI taking over production processes, leading to increased manufacturing efficiency and reduced costs [1][2] Future of Manufacturing - In the envisioned unmanned factories, AI systems will take over operational decision-making, while programmable bionic robots will handle core tasks such as material handling and quality inspection [2] - The efficiency of vehicle manufacturing is projected to double, with direct pass rates exceeding 95%, and labor costs potentially decreasing by around 90% [2] Phased Implementation - The transition to unmanned factories will occur in three phases: 1. **Pilot Phase (2020-2025)**: Leading companies will begin smart manufacturing trials in new production lines and factories [3] 2. **Promotion Phase (2025-2030)**: Existing factories will undergo large-scale upgrades, with significant investments expected around 2027-2028 [3] 3. **Deepening Phase (2030-2035)**: As embodied intelligence matures, the industry will move towards a fully unmanned factory model, although achieving 100% automation remains uncertain [3]