机器人及智能装备

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让挖煤不再是苦差!A股老牌煤机企业瞄准装备智能化
证券时报· 2025-09-18 08:01
提及煤矿生产,人们脑海中往往会浮现出幽暗矿井下矿工辛苦劳作的场景。而如今,伴随煤矿智能化程度不断 加深,绿色开采、智能掘进等技术已显著助力煤炭企业安全生产、降本增效,让挖煤不再是个苦差事。 9月17日,老牌煤机行业上市公司郑煤机(全称"郑州煤矿机械集团股份有限公司")举行集团更名揭牌仪式,正式更 名为"中创智领",公司战略全面迈向智能化、多元化发展新阶段。证券时报记者深入行业采访也了解到,近年来煤 炭机械市场呈现疲软态势,但龙头企业从传统制造向"智能装备、全流程服务"拓展,逐步探索出了煤机行业高质量 转型发展的新路径。 煤机智能化 洁净明亮的车间内,"麒麟臂"快速运转,稳稳将几十吨重的结构件产品腾挪到位。在上百台机器人的辅助下,切 割、焊接、翻转、搬运、组装等工序一气呵成,23条智能化生产线仅需几名巡检工人…… 这尽显科技化的一幕生产场景,出现在郑煤机智慧园区。世界经济论坛(WEF)公布的第12批全球"灯塔工厂"名单 中,该园区成功入选,荣膺全球煤机行业的首家灯塔工厂。 据中创智领相关负责人介绍,目前园区已部署自动化流水线23条、工业机器人150台、智能行车7台、AGV运输车30 台,生产效率提升200%,产 ...
万马股份(002276.SZ):上半年营收规模创新高 电缆业务迎来市场新机遇
Xin Lang Cai Jing· 2025-08-21 07:03
Core Viewpoint - Wanma Co., Ltd. has reported strong financial performance in the first half of 2025, with significant growth in revenue and net profit, driven by strategic transformation and expansion into high-end intelligent equipment cables and new materials [1][2]. Financial Performance - The company achieved a revenue of 9.272 billion yuan, a year-on-year increase of 8.58% [1]. - The net profit attributable to shareholders reached 250 million yuan, reflecting a year-on-year growth of 21.8% [1]. - The non-recurring net profit was 221 million yuan, with a year-on-year increase of 25.95% [1]. Business Segments - Revenue from power products was 6.315 billion yuan, up 14.85% year-on-year [1][2]. - Revenue from high polymer materials reached 2.654 billion yuan, a year-on-year increase of 5.7% [1][4]. - The company reported a 136% year-on-year increase in the amount of winning bids for power grid projects, achieving a historical high [2]. Market Trends - The national investment in power grid projects reached 291.1 billion yuan in the first half of the year, a year-on-year increase of 14.6% [1]. - The market concentration in the cable industry is increasing, with the top 10 companies now holding over 20% of the market share [2]. - The company ranks fifth among 40 cable industry enterprises in terms of revenue, with a total of 17.7 billion yuan [2]. Product Development - Wanma Co., Ltd. has established a competitive advantage in the domestic high-end cable market, with products such as ultra-high voltage cables and fire-resistant cables leading the industry [3]. - The company has successfully developed high-pressure submarine cable insulation materials, filling a domestic gap [4]. - The company is focusing on high-performance, customized cables for the rapidly growing industrial automation and robotics sectors [6]. Strategic Initiatives - The company is actively participating in major infrastructure projects, including the world's highest railway construction, which is expected to require significant cable materials [5]. - New product development is accelerating, with new product shipments increasing by 113% year-on-year [2]. - The company has established partnerships with major robotics manufacturers, enhancing its position in the robotics cable market [3].