2024年，机器人半导体装备业务板块营收约为5.74亿元，同比增长99.41%；占公司总体营业收入的比重 为13.88%，同比提升5.62%；公司在下游半导体行业的毛利率约为26.93%，同比增长8.32%。"未来，在 外部环境及下游需求持续的大背景下，公司此业务板块的规模化效应将进一步显现，营收及毛利率预计 将继续保持增长趋势。"机器人表示，公司在半导体装备业务领域除实现"国产替代"外，同样注重产品 技术的迭代，在原有真空/大气机械手产品的基础上，面向半导体工艺制程和客户端的实际需求，开展 新产品的研发与成熟产品的技术迭代优化工作，如对大气机械手进行全新结构设计，旨在提升大气环境 下特殊工艺的晶圆传输精度；如驱控一体化设计优化，旨在提升工艺设备的产能和空间利用率；如优化 软件控制代码，旨在提高机械手整体运动控制的稳定性等。 机器人认为，从全球市场角度，中国工业机器人市场已然成为全球最大的工业机器人消费市场，长期来 看，受国际市场对自动化解决方案的需求推动影响，尽管外部环境存在不确定性，预计全球工业机器人 的长期增长趋势仍将持续，国内工业机器人市场如汽车整车、新能源等部分终端去年需求增速放缓，部 分下游产业如 ...

Core Insights - DHL Group has signed a strategic memorandum of understanding with Boston Dynamics to deploy over 1,000 robots across its operations, marking a significant milestone in their collaboration since 2018 [1] - DHL has invested over €1 billion in automation in its contract logistics division over the past three years and has deployed more than 7,500 robots globally [1] - The Stretch robot, designed specifically for box handling, has been successfully deployed by DHL in North America, the UK, and Europe, achieving unloading speeds of up to 700 boxes per hour [1][2] Group 1: Stretch Robot Advantages - Stretch robot is specialized for box handling and has improved employee satisfaction by reducing the need for strenuous labor in extreme temperatures [2] - DHL plans to further integrate Stretch into its operations to maximize its impact beyond container unloading, particularly in the labor-intensive area of box picking [2] Group 2: Case Study - Gap Inc. - Gap Inc. has tested the Stretch robot in its distribution center, finding it capable of handling various boxes, which has reduced injury risks and improved working conditions [3] - Stretch can operate in extreme temperatures, allowing it to work continuously in challenging environments [3] Group 3: Technical Features of Stretch - Stretch is equipped with a seven-degree-of-freedom robotic arm and a smart gripper, allowing for exceptional flexibility in tight spaces [5] - The robot uses computer vision to navigate and avoid obstacles, and its design allows it to operate on standard pallet sizes [5][6] - Stretch can perform multi-box picking and handle slightly damaged or deformed boxes, enhancing its operational efficiency [5] Group 4: Operational Efficiency - Employees can be trained to operate Stretch in just a week and can begin using it within an hour [7] - Gap Inc. reports that Stretch can handle 10,000 boxes daily, a task that would typically require 12 to 15 workers, thus allowing one worker to supervise two Stretch robots [7][8] Group 5: Future Collaborations - DHL and Boston Dynamics plan to expand their collaboration to develop integrated automation solutions, enhancing operational efficiency and customer service [11][13] - The partnership aims to create resilient, responsive, and intelligent solutions to address unique challenges in the logistics industry [11][13] Group 6: Otto Group Partnership - Otto Group has announced a strategic partnership with Boston Dynamics to deploy Stretch robots at over 20 locations by 2025, along with Spot robots for various operational tasks [10] - Otto Group is a significant player in e-commerce and logistics, valued at €16 billion, with operations in 30 countries [10]