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锦富技术:持续布局机器人赛道
Zheng Quan Ri Bao Wang· 2025-07-22 03:51
Group 1 - The company Suzhou Jinfeng Technology Co., Ltd. (Jinfeng Technology) is actively engaging in the robotics sector, particularly in collaboration with a Shanghai university for research and development in industrial automation and multi-legged robots [1] - Jinfeng Technology's subsidiary, Kunshan Maizhi Fixture Technology Co., Ltd. (Maizhi Technology), is focusing on three business directions in the robotics field based on its technological accumulation and competitive advantages [1][2] - In the robot inspection area, the company is collaborating with various domestic and international robot manufacturers, with small-scale orders expected to materialize this year, which will not significantly impact the company's overall performance [2] Group 2 - Maizhi Technology is in discussions with a U.S. educational robot company for deep involvement in product development and design, aiming for full-line OEM cooperation once the product is launched in the U.S. market [2] - The company is also engaged in customized development for mainstream robotic dog manufacturers in China, addressing specific application scenarios and client needs, such as police patrol robots and inspections in sensitive areas [2] - The overall market for humanoid robots is projected to reach a production capacity of at least 1 million units and a market size of 150 billion yuan by 2029, indicating significant growth potential in the industry [2]
宇树相关概念股集体拉升,部分公司机器人业务占比不足1%
Di Yi Cai Jing· 2025-07-21 06:30
有上市公司曾披露,机器人零部件相关占比仍低。 7月21日,A股机器人板块走高。截至发稿,万得股票数据显示,卧龙电驱(600580.SH)、景兴纸业(002067.SZ)、金发科技(600143.SH)等涨停。 消息面上,上周五晚间,中国证监会官网资料显示,宇树科技已开启上市辅导,由中信证券担任辅导机构。辅导备案报告显示,宇树科技控股股东、实际 控制人为王兴兴,王兴兴直接持有公司23.8216%股权,并通过上海宇翼企业管理咨询合伙企业(有限合伙)控制公司10.9414%股权,合计控制公司 34.7630%股权。 此外,21日,傅利叶发布新款人形机器人产品GR-3,逐际动力、众擎机器人、千寻智能等机器人厂商宣布完成新一轮融资。 中信建投指出,头部国产机器人本体厂商加快推进资本化进程,预计将得到广泛关注。 "最终何时能在内地市场上市,取决于很多方面,希望市场舆论保持客观和理性。"赵楠说道。 景兴纸业(002067.SZ)股价报4.49元/股,总市值56.4亿,换手率25.36%,振幅4.9%,涨幅10.05%。年初至今,公司股价涨幅超过13.38%。根据景兴纸业 (002067.SZ)披露,该公司通过全资子公司间接 ...