卓翼科技以市场为导向持续深耕研发创新，锚定关键技术突破和高品质产品研发，通过"精益、标准、 数字、自动、智能"五个技术维度构筑坚实技术护城河，持续推进科技创新。 卓翼科技聚焦5G+AIoT领域，成功开发并量产多款Wi-Fi 7、5G无线通信产品以及全屋智能产品，依托 与头部客户的深度合作，加速技术迭代和产品升级，有效拓展市场空间。截至报告期末，已获得授权专 利187项，其中发明专利49项，实用新型专利68项，外观设计专利70项。 在夯实传统业务基本盘的基础上，全力推进新客户开发与新产品应用，持续提升高附加值产品占比，为 长远发展筑牢市场根基。 本报讯 （记者丁蓉）8月26日，深圳市卓翼科技股份有限公司（以下简称"卓翼科技"）发布2025年半年 度报告。公司实现营业收入8.70亿元，同比增长6.96%；归属于上市公司股东的净利润为-7838.63万元。 作为国内大型3C产品及智能硬件方案提供商，卓翼科技业务版图涵盖网络通讯、消费电子、智能硬件 等核心领域。今年上半年，公司的便携式消费电子类产品实现营业收入3.41亿元，同比增长22.95%，成 为拉动营收增长的关键。 今年上半年，在巩固主营业务基本盘的基础上，卓 ...

卓翼科技（002369.SZ）8月25日晚间披露的半年报显示，公司今年1—6月实现营业收入8.7亿元，同比 增长6.96%。虽然利润仍然亏损，但公司净利润指标却同比增长有所增长，其中归属于上市公司股东的 净利润较上年同期增长9.37%，归属于上市公司股东扣非后的净利润同比增长14.60%。 在所有业务板块中，卓翼科技今年上半年便携式消费电子类产品表现出了良好态势，销售额达到3.41亿 元，同比增长了22.95%，毛利率同比上升了14.66%。与此同时，公司积极加大国际市场拓展，海外销 售收入同比增长了18.58%，海外业务毛利率达到30.27%，同比提升了40.61%。 今年上半年，在夯实传统业务基本盘的基础上，卓翼科技全力推进新客户开发和新产品的应用，持续提 升高附加值产品占比，为长远发展筑牢市场根基。产品应用层面，公司核心客户Wi-Fi 7项目持续斩获 量产订单，国产方案Wi-Fi产品推广进程也在稳步推进。客户拓展方面，卓翼科技在深化国内头部客户 合作的同时，积极拓展细分领域龙头和互联网客户，并同步布局和发展跨境电商业务，扩大品牌影响力 和市场触达范围，为后续业务拓展积蓄动能。 报告期内，卓翼科技一如既往 ...

今年上半年，在夯实传统业务基本盘的基础上，卓翼科技全力推进新客户开发和新产品的应用，持续提 升高附加值产品占比，为长远发展筑牢市场根基。产品应用层面，公司核心客户Wi-Fi7项目持续斩获量 产订单，国产方案Wi-Fi产品推广进程也在稳步推进。客户拓展方面，卓翼科技在深化国内头部客户合 作的同时，积极拓展细分领域龙头和互联网客户，并同步布局和发展跨境电商业务，扩大品牌影响力和 市场触达范围，为后续业务拓展积蓄动能。 报告期内，卓翼科技一如既往重视研发和技术创新。公司聚焦5G+AIoT领域，成功开发并量产多款Wi- Fi7、5G无线通信产品以及全屋智能产品，依托与头部客户的深度合作，加速技术迭代和产品升级，有 效拓展市场空间。截至报告期末，卓翼科技已获得授权专利187项，其中发明专利49项，实用新型专利 68项，外观设计专利70项。 卓翼科技表示，公司未来将以市场为导向持续深耕研发创新，锚定关键技术突破和高品质产品研发，通 过"精益、标准、数字、自动、智能"五个技术维度构筑坚实技术护城河，持续推进科技创新。与此同 时，深化推行精益化运营与数字化管控，加大星级工厂建设力度，提升智能制造水平，全方位激活经营 效能。( ...

Core Viewpoint - The article discusses the rapid growth and diversification of the robotic cloud platform market, driven by advancements in AR/VR content production, smart manufacturing upgrades, and the integration of lightweight, intelligent, and multi-sensor technologies. The market is expected to reach a size of $730 million by 2030, with a compound annual growth rate (CAGR) of 14.9% over the coming years [2][6]. Market Overview - The robotic cloud platform is transitioning from film shooting and security monitoring to applications in industrial inspection, scientific research, and drones, indicating a phase of accelerated market expansion [2]. - The current market landscape shows established players from Europe, the US, and Japan dominating the high-end broadcast market, while Chinese manufacturers are rapidly penetrating the market with competitive pricing and localized services [2][6]. Market Size and Growth - According to QYResearch, the global robotic cloud platform market is projected to reach $730 million by 2030, with a CAGR of 14.9% [2]. - The top five manufacturers are expected to hold approximately 59.0% of the market share in 2024 [6]. Product Segmentation - The product type with an angular velocity greater than 180°/s currently dominates the market, accounting for about 51% of the share [6]. - The largest downstream market for robotic cloud platforms is film production, which holds a 31% market share [11]. Key Drivers and Challenges - The increasing demand for high precision and low jitter motion stabilization and positioning control across various industries, especially in drone aerial photography, autonomous driving assistance, and industrial inspection, is a major driver [13]. - Challenges include the complexity of overall system integration, reliability and safety issues in extreme environments, and high costs due to customization [13]. Industry Opportunities - Opportunities arise from the advancement of smart manufacturing and Industry 4.0, the proliferation of 5G and edge computing, and the explosive growth in demand for precise navigation and video stabilization in service robots, medical rehabilitation, and smart city construction [13].

Core Viewpoint - The fresh cold chain logistics management platform leverages advanced technologies such as IoT, big data, cloud computing, and blockchain to create a comprehensive digital management system for fresh products, ensuring quality control, efficiency improvement, and cost reduction throughout the transportation process [1] Group 1: Management Model - Transition from "experience-driven" to "data-driven" management, utilizing algorithms to optimize transportation plans and reduce vehicle empty running rates by over 30% and transportation costs by 20% [3] Group 2: Temperature Control Capability - Shift from "post-remedy" to "real-time intervention" in temperature monitoring, reducing fresh product loss rates from 25%-30% to below 8% through IoT temperature sensors that provide immediate alerts and guidance [4] Group 3: Collaborative Efficiency - Move from "information silos" to "full chain connectivity," enabling real-time tracking of goods and sharing of data across stakeholders, with over 90% of self-operated orders covered by visualization systems [5] Group 4: Quality Control - Implementation of blockchain traceability technology to ensure the freshness of products, enhancing recall efficiency by 70% when quality issues arise [7] Group 5: Resource Optimization - Addressing the "ice and fire" dilemma in cold chain logistics by integrating idle resources, reducing response time for seasonal demand from 48 hours to 6 hours, and increasing vehicle loading rates to 92% [8] Group 6: Decision Support - Providing data-driven insights for inventory turnover optimization and logistics cost allocation, resulting in a 15% reduction in delivery costs for certain products and maintaining a low out-of-stock rate [9] Group 7: Key Platforms - **Yue Shi Cold Chain Cloud**: A digital platform focusing on cold chain supply chain management, offering solutions from production to sales, with features like intelligent temperature matching and emergency response [10] - **JD Cold Chain**: Leveraging extensive logistics infrastructure to provide real-time visibility and rapid delivery, with advanced temperature control solutions [11] - **SF Cold Chain**: Utilizing a nationwide network to ensure comprehensive temperature control and energy management, reducing carbon emissions by 15% [11] Group 8: Future Trends - The evolution of cold chain logistics management platforms into supply chain ecosystem hubs, driven by technology integration, green transformation, and expansion into lower-tier markets [12][13][14] Group 9: Industry Impact - The fresh cold chain logistics management platform is not only a technological innovation but also a reconstruction of the entire fresh supply chain, enhancing food safety and supporting rural revitalization [16]

Financial Performance - In 2024, the company achieved a revenue of 7.961 billion CNY, an increase of 14.83% compared to the previous year [3] - The net profit attributable to shareholders was -252.46 million CNY, a decline of 685.72% year-on-year [3][5] Market Drivers - The demand for batteries is driven by carbon neutrality goals, leading to growth in energy storage, consumer, and power batteries [3] - Technological advancements have led to breakthroughs in battery platforms, including high energy density technology (>400Wh/kg) and low-temperature technology (-40℃) [3][4] Industry Trends - The global energy storage battery market is expected to see explosive growth, with a shipment scale of 314.7 GWh in 2024, a 60% increase year-on-year [6] - The consumer battery market is projected to grow at a compound annual growth rate (CAGR) of 6.24% from 2024 to 2032 [6] - The power battery market is anticipated to reach 894.4 GWh in installed capacity in 2024, a 27.2% increase year-on-year [6] Sector Performance - The lithium primary battery business generated revenue of 299.52 million CNY in 2024, a growth of 9.91% year-on-year [4] - The electric vehicle market is expanding, with sales of pure electric heavy trucks increasing by 139.4% to over 82,700 units [7]