证券代码：002527 证券简称：新时达 上海新时达电气股份有限公司投资者关系活动记录表 编号：2025-011 | | 用需求。截至目前，新时达人形机器人已在海尔重庆冰箱工厂现场产线完成部 | | --- | --- | | | 署，并于真实场景中开展实训，后续将逐步承担作业并进阶复杂流程。 | | | 3、能否介绍一下公司生产的晶圆机器人？ | | | 答：公司的晶圆机器人是公司通过长达三年持续研究之后，推出的国内领 | | | 先的半导体晶圆传输机器人，涵盖分别应用于大气环境和真空环境的 8 大系 | | | 列数十款不同型号的产品，能够覆盖热处理、清洗、刻蚀、薄膜、黄光、减薄、 | | | 键合等前/后道半导体工艺制程，实现了设备的国产化替代，并已批量应用于 | | | 生产模拟芯片、功率芯片、传感器芯片、LED 芯片等前道晶圆厂(FAB)。 | | | 4、公司的定增进度如何？ | | | 答：截至目前，公司正持续推进本次向特定对象发行股票事项，后续尚需 | | | 经深圳证券交易所审核通过，并获中国证券监督管理委员会同意注册的决定 | | | 后方可实施。后续具体进展请以公司在指定信息披露媒体巨潮 ...

Group 1 - The core viewpoint of the articles highlights the significant advancements in China's robotics industry, particularly the achievement of 100% localization in core components by Efort Intelligent Equipment Co., Ltd [1][2] - Efort has transitioned from a subsidiary of Chery Automobile to a leading player in the robotics sector, recognized as a national-level "specialized and innovative" enterprise [1] - The company has made breakthroughs in key components such as servo motors, reducers, and controllers, achieving complete domestic substitution of critical parts [1] Group 2 - The annual demand for robots in China has stabilized between 200,000 to 300,000 units, with the market share of domestic robots increasing from less than 10% to over 55% [2] - Anhui Province has developed a complete ecosystem for robotics, growing from over 10 companies in 2013 to more than 500 by 2024, with an annual output value exceeding 60 billion yuan [2] - The global development of intelligent technology is progressing synchronously, with China demonstrating a significant advantage in rapid application and large-scale implementation [2]

Core Viewpoint - The Chinese government is promoting the development and application of intelligent elderly care service robots to address the challenges of an aging population, with a focus on enhancing product safety, reliability, and usability [3][4]. Group 1: Intelligent Elderly Care Robots - The Ministry of Industry and Information Technology and the Ministry of Civil Affairs have launched a pilot program for intelligent elderly care service robots, aiming for implementation from 2025 to 2027 [3]. - The program will focus on three types of elderly care services: home, community, and institutional, addressing needs such as care for the disabled, emotional support, health promotion, and daily living assistance [3][4]. - A verification process will be established, requiring at least 200 home applications and 20 community or institutional applications for the robots [4]. Group 2: Industrial Robot Export Growth - In the first five months of this year, China's equipment manufacturing exports reached 6.22 trillion yuan, a 9.2% increase, with industrial robots seeing a remarkable growth of 55.4% [6]. - The contribution of equipment manufacturing to overall export growth was 73%, with May's contribution reaching 76.9%, indicating strong support for foreign trade stability [6]. - The production of industrial robots in China increased by 34.1% year-on-year, with a total output of 221,000 units in the first four months [6]. Group 3: Market Trends and Projections - By 2024, domestic manufacturers are expected to capture 52.3% of the market share for industrial robots, with a year-on-year sales growth of 20% [9]. - The export of industrial robots is projected to grow significantly, with a compound annual growth rate of 22.2% from 2017 to 2024, making China the second-largest exporter of industrial robots after Japan [6][7]. - The global humanoid robot market is anticipated to reach $7 trillion by 2050, with significant growth expected in China between 2040 and 2045, where the market size for humanoid robots could reach between 500 billion to 1 trillion yuan [10][11].