机器人自动化

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亚马逊百万机器人上岗
Bei Jing Shang Bao· 2025-07-02 16:26
一位公司发言人表示,亚马逊一些较新的设施,例如为当日达配送所建造的物流中心,目前正拥有更少 的员工数量,但同时则能以更快的速度完成配送。今年5月,亚马逊还发布了其最新款仓储机器人 Vulcan。这款机器人拥有两只手臂,一只用于整理库存,另一只则配备摄像头和吸盘,用于抓取物品。 据亚马逊称,最值得一提的是,这些Vulcan机器人拥有"触觉",能够感知到正在抓取的物品。 7月1日,亚马逊在日本东京举办的Delivering the Future大会现场宣布,刚刚部署了其第100万台机器 人,这台机器人最近交付给了日本的一个运营中心,成为亚马逊全球网络的一部分。亚马逊表示,自 2012年以来一直在推进机器人化,其部署的机器人数量已经达到100万台,分布在亚马逊全球的300多个 运营中心,既包括固定工位机器人,也有自主导航的搬运机器人,而且开始具备AI能力。 与此同时,亚马逊推出新生成式AI基础模型DeepFleet,被称为"智能交通管理系统",这项AI技术将协 调亚马逊整个运营网络上机器人的行动,使机器人车队的行动时间缩短10%,能够以更快的速度和更低 的成本为客户送货。 据此前报道,亚马逊在美国纳什维尔运营中心每 ...
机器人(300024)6月30日主力资金净流入5999.06万元
Sou Hu Cai Jing· 2025-06-30 07:53
天眼查商业履历信息显示,沈阳新松机器人自动化股份有限公司,成立于2000年,位于沈阳市,是一家 以从事研究和试验发展为主的企业。企业注册资本156561.995万人民币,实缴资本155021.195万人民 币。公司法定代表人为张进。 通过天眼查大数据分析,沈阳新松机器人自动化股份有限公司共对外投资了29家企业,参与招投标项目 1907次,知识产权方面有商标信息91条,专利信息1867条,此外企业还拥有行政许可60个。 来源:金融界 金融界消息 截至2025年6月30日收盘,机器人(300024)报收于17.18元,上涨1.9%,换手率2.43%,成 交量37.21万手,成交金额6.36亿元。 资金流向方面,今日主力资金净流入5999.06万元,占比成交额9.43%。其中,超大单净流入3978.83万 元、占成交额6.25%,大单净流入2020.22万元、占成交额3.17%,中单净流出流出1005.64万元、占成交 额1.58%,小单净流出4993.41万元、占成交额7.85%。 机器人最新一期业绩显示,截至2025一季报,公司营业总收入6.88亿元、同比减少6.14%,归属净利润 5026.64万元,同比减少 ...
新股速递| 极智嘉,冲刺“全球仓储AMR第一股”,蚂蚁、英特尔等参投,接近盈亏拐点
贝塔投资智库· 2025-06-26 03:59
Company Overview - Geek+ is the world's largest provider of AMR solutions for warehousing fulfillment, maintaining this leading position for six consecutive years. The funds raised from the IPO will primarily be used for R&D, product iteration, sales and service network expansion, supply chain development, digital management, data security, and general corporate purposes [1] - The company offers a range of AMR solutions aimed at enhancing warehousing fulfillment and industrial handling scenarios, significantly improving supply chain efficiency while reducing reliance on manual labor [1] Product Solutions - Geek+ provides various picking solutions, including: - Shelf-to-person picking solution with an efficiency of up to 400 items per hour per workstation [3] - Box-to-person picking solution with an efficiency of 300 items per hour per workstation [3] - High-density, high-throughput integrated storage and picking system for pallet handling [3] - Intelligent sorting solutions, being one of the first to adopt flexible sorting solutions for small packages [3] - The intelligent handling solutions cover various scenarios in warehouses and factories, with applications in e-commerce, retail, logistics, pharmaceuticals, automotive, and 3C manufacturing [4] Financial Performance - Orders generated were 1.996 billion RMB in 2022, 2.694 billion RMB in 2023, and projected at 3.140 billion RMB in 2024. Revenue for the same years was 1.45 billion RMB, 2.14 billion RMB, and 2.41 billion RMB, showing a gradual slowdown in growth [6] - The overall gross margin has been increasing, reaching 34.8% in 2024, with the gross margin for warehousing fulfillment AMR solutions at 39.2% and overseas AMR gross margin at 46.5% [6][7] - Adjusted net losses decreased significantly from 820.9 million RMB in 2022 to 92.2 million RMB in 2024, indicating a nearing profitability point [6] Sales Channels - In 2024, direct sales accounted for 66.8% of total revenue, with the number of direct customers increasing from 126 in 2022 to 174 in 2024 [9] - The company had 301 channel partners serving the domestic market and 64 serving international markets by the end of 2024 [9] Industry Outlook - The global penetration rate of warehousing automation solutions was only 22.5% in 2024, with challenges such as high integration costs and a lack of skilled labor [11] - The global AMR solutions market is expected to grow at a compound annual growth rate of 33.1% from 2024 to 2029, reaching 162.1 billion RMB [11] Competitive Advantages - Geek+ has a strong technological barrier with its proprietary Robot Matrix platform, enabling rapid iteration and customization of AMR devices [13] - The company has established a global service network with over 48 service stations and has delivered 56,000 AMR robots to more than 40 countries [14] - High customer retention rates, with a repurchase rate of 74.6% in 2024, indicating strong customer loyalty [15]