A股万亿市值俱乐部再添一员。8月29日，工业富联（601138）早盘低开，午后快速拉升，尾盘涨停， 收报53.83元，总市值达到1.07万亿。今年以来，受益于AI算力投资持续的火热，工业富联接连交出优 异业绩表现，股价涨幅明显，与年内低点相比，累计涨幅达到276%。 公开信息显示，工业富联主营业务是设计、研发、制造和销售通信及移动网络设备、云计算、工业互联 网及机器人等电子设备产品。今年以来，工业富联股价涨幅明显，与年内低点，4月9日开盘价14.30元 相比，截至8月29日收盘，工业富联股价累计涨幅达到276%。进入8月以后，工业富联股价上涨速度进 一步加快，除8月29日以外，还曾分别于8月13日和8月19日收获涨停板。 驱动股价上升的一大原因来自于业绩的极大改善。4月8日，工业富联发布的2025年第一季度主要经营情 况显示，工业富联营收与归母净利均实现高双位数增长，创公司上市以来同期新高。到8月10日发布的 2025年上半年报，两项数据则再创同期历史新高，营收3607.6亿元，同比增长35.6%，归母净利润121.1 亿元，同比增长38.6%。 工业富联的业绩提升则受益于AI算力投资持续的火热。工业富联财报 ...

天眼查显示，安诺机器人成立于2017年，是一家桌面机械臂产品研发商，致力于为教育机器人、轻工业机器人、服务机器人提供桌面机械臂产品和解决方 案。旗下产品包括五轴/六轴桌面机械臂、机械臂模块套装等。 据悉，公司机械臂产品主要包括教育机械臂、商用机械臂、轻工业机械臂及AI机器人智慧零售产品系列等，并配套提供相应的解决方案、定制化服务，能 够满足多行业客户需求。公司产品广泛应用于机器人教学、创客教育和机器人二次开发等教育领域；应用于分拣、搬运、包装、印刷等轻工业领域；应用于 咖啡、奶茶饮品、冰激凌无人智慧零售领域；及调酒、拍摄、医疗等商用服务领域。产品具备很强的通用性，适应多种作业要求。 来源：猎云网 近日，安诺机器人（深圳）有限公司宣布完成数千万元的天使轮融资，由同创伟业独家投资。本轮资金将用于技术迭代，餐饮、文旅、商业服务场景深耕等 方向。 官网显示，公司产品已得到客户的广泛认可，客户来自中国、美国、加拿大、墨西哥、巴西、厄瓜多尔、澳大利亚、韩国、日本等全球70多个国家。国内市 场覆盖了广东、香港、北京、天津、河北、吉林、上海、江苏、浙江、福建、云南、西藏等100多个省份和地区。已与香港大学、清华大学、哈尔滨工 ...

作者丨富充 编辑丨苏建勋 在AI+机器人的技术支持下，安诺拉花咖啡机可替代3名全职员工，人力成本降低60%。拉花消除手工误 差、提升咖啡拉花对称度，咖啡画面支持用户上传图案。 近日，安诺机器人（深圳）有限公司宣布完成数千万元的天使轮融资，由同创伟业独家投资。本轮资金 将用于技术迭代，餐饮、文旅、商业服务场景深耕等方向。 安诺机器人2017年成立，主营桌面级机械臂及AI机器人智慧零售应用解决方案的研发、生产、销售及 服务。 公司为国家级高新技术企业及专精特新企业，已取得70多项国家专利，产品销往国内100多个城市及全 球70多个国家和地区。创始人黄煌曾在多家机器人及自动化科技公司担任工程师。 企业核心技术包括高精度运动控制、AI+物联网深度融合、模块化灵活部署等。 具体而言，通过动作捕捉技术，安诺将咖啡师拉花的动作通过视觉捕捉1:1录入机械臂，完成3D建模与 机器学习。 机器人采用航空级铝合金机身与谐波减速机，重复定位精度达±0.03mm，在无人情况下能够高精度运动 控制。 自主研发控制系统及运动控制算法，通过机器学习算法与3D视觉系统，机械臂可实时监测原料状态 （咖啡油脂厚度、牛奶泡沫密度等），误差<1%，从 ...

数控机床业务上半年实现营业收入16,366.55万元，同比增长83.74%，毛利率27.63%，同比减少3.67个百 分点。营业收入增长源于2024年上半年产能搬迁影响解除，而毛利率下降主要因出货机型结构变化，人 形机器人相关零部件加工需求增多致小型数控机床出货占比高。报告期内，五轴联动数控机床销售量约 200台，同比增长约35%，出货量约140台，同比增长约55%，目前在手订单饱满。 注塑机及配套业务方面，2025年上半年，注塑机及配套设备业务整体毛利率40.91%，同比增加9.27个百 分点。注塑机业务实现营业收入7,934.91万元，同比减少31.29%，因优化资源分配，精简传统液压注塑 机产品线结构，但该业务毛利率同比增加6.46个百分点。注塑机配套设备及自动供料系统业务实现营业 收入14,930.34万元，同比增长29.64%，毛利率同比增加3.58个百分点，得益于市场地位突出、销售策略 及品质提升、海外市场开拓。 在具身智能布局上，公司新一代X5运动控制器硬件实现商用产品化，底层软件平台实现虚拟化与软硬 件解耦，接入多种人工智能算力平台，应用软件平台采用云边端架构，开放500余组底层功能接口，并 ...

证券代码：300607 证券简称：拓斯达 广东拓斯达科技股份有限公司 投资者关系活动记录表 3、公司工业机器人业务发展情况 编号：2025006 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系 | □媒体采访 □业绩说明会 | | 活动类别 | □新闻发布会 ☐路演活动 | | | ☐现场参观 | | | ☑电话/网络会议 | | 参与单位名称及 | Fullerton Fund Management Company Limited、LYGH Capital | | | Pte. Ltd、Orchid Public Investment Management Co Limited、 | | 人员姓名 | OXBRIDGE CAPITAL LIMITED、北京星允投资管理有限公司、鸿 | | | 运私募基金管理（海南）有限公司、华福证券、嘉实基金管理 | | | 有限公司、开源证券股份有限公司、凯基证券亚洲有限公司、 | | | 平安银行股份有限公司、平安证券股份有限公司、群益国际控 | | | 股有限公司、上海弥远投资管理有限公司、上海天猊投资管理 | | | 有限公司、 ...

得益于行业整体回暖、客户订单持续释放、民品业务有效拓展以及生产交付效率提升，期内公司净利 润-755 万元，亏损较上年同期明显收窄。盈利能力方面，2025H1 毛利率同比下降4.8pct 至25.1%，收入 规模快速增加摊薄费用，成功实现减亏。 持续聚焦"AI+机器人"主航道，机器人业务盈利快速修复 事件：2025H1 公司实现营收7665 万元，同比+112.6%；归母净利润-755 万元，去年同期为-1977 万元； 扣非归母净利润-1859 万元，去年同期为-2577 万元。 行业需求回暖订单持续释放，1H25 增质提效实现减亏 研发是创新发展基石，持续推进南通基地建设静待花开 公司研发投入稳步增长，2025H1 研发投入2495 万元，同期增长2.12%；公司管理/销售费用分别为 1859/416 万元，同比+29.26%/+3.80%。资产负债端，公司存货2.09 亿元，较年初增加36.6%，主要是原 材料、在产品和发出商品增加；同时，期内公司使用9000 万元募投资金增资南通产业基地建设，本期 新增投入1895 万元进行南通产线建设，综上反映出公司积极备产备货，迎接未来下游需求的复苏和释 放。 投 ...

Investment Rating - The report assigns a "Buy-A" investment rating to the company with a 12-month target price of 121.5 CNY [4][7]. Core Views - The company achieved a revenue of 76.65 million CNY in H1 2025, representing a year-on-year increase of 112.6%, while narrowing its net loss to 7.55 million CNY from 19.77 million CNY in the same period last year [1]. - The recovery in industry demand and continuous release of orders contributed to the company's improved performance, with a gross margin of 25.1%, down 4.8 percentage points year-on-year [1]. - The company is focusing on its core business of "AI + Robotics," with significant revenue growth across its main product lines, although profitability varied among them [2]. Financial Performance Summary - In H1 2025, the company reported a gross margin of 25.1%, with a notable decrease in losses compared to the previous year [1]. - R&D investment increased to 24.95 million CNY in H1 2025, reflecting a growth of 2.12% year-on-year [3]. - The company’s inventory rose by 36.6% to 209 million CNY compared to the beginning of the year, indicating proactive preparation for future demand recovery [3]. Revenue and Profit Forecast - The projected net profits for 2025, 2026, and 2027 are 2.3 million CNY, 7 million CNY, and 11.3 million CNY, respectively, with growth rates of turning profitable, 209%, and 61.6% [4]. - The average price-to-book (PB) ratio for comparable companies in 2025 and 2026 is estimated at 5.7 and 5.5 times, respectively [4]. Market Position and Valuation - The company is compared with peers such as Zhong无人机, 航天彩虹, and 绿地谐波, with a projected PB of 4.8 times for 2026, reflecting its high growth potential in the "AI + Robotics" sector [4][10].

Core Insights - The industrial robot market in China is projected to reach sales of 302,000 units in 2024, maintaining its position as the largest industrial robot market globally for 12 consecutive years [1] - China's industrial robot production has increased from 33,000 units in 2015 to 556,000 units in 2024, indicating significant growth in the sector [1] - The development of industrial robots in China has a promising future, with mature hardware platforms but significant room for improvement in software and intelligence capabilities [1][4] Industry Trends - The current pre-programming model of industrial robots is seen as a limitation, particularly in industries with diverse and small-batch production needs, such as shipbuilding and aerospace [3] - The introduction of the Yihan Intelligent Welding System aims to overcome the pre-programming bottleneck by enabling automated and intelligent welding processes across various industries [4] - The Yihan Intelligent Welding System can significantly reduce product changeover time to minutes and overall deployment time to hours, enhancing operational efficiency [4] Technological Advancements - The Yihan Intelligent Welding System utilizes advanced AI capabilities for real-time scene perception, workpiece recognition, and optimal welding path generation, promoting cost reduction and efficiency for enterprises [4][6] - The system is part of a broader "AI + Robotics" strategy, with ongoing efforts to build an innovation ecosystem through strategic partnerships and collaborative technology development [6] - The complexity of embodied intelligence technology presents challenges, but the industry is rapidly advancing, with expectations for significant breakthroughs in the next 5 to 10 years [6][7]

Investment Rating - The report initiates coverage with a "Buy" rating for the company [4] Core Views - The company is a leading player in the domestic fan blade and mechanical fan industry, with a robust product line and a strong market position, benefiting from the "home appliance replacement" policy in 2024, which is expected to significantly boost the sales volume of its air conditioning fan blade products [2] - The establishment of a new production base in Thailand with an investment of 110 million yuan is anticipated to enhance the company's overseas market share, targeting a production capacity of 12.7 million air conditioning fan blades per year [2] - The company has made significant technological advancements in mechanical fans, particularly in the core components, which are expected to expand its downstream application scenarios [2] - The company has strategically entered the semiconductor sector, becoming the second-largest shareholder of Yongxi Electronics, with a 7.59% stake, and has significant indirect holdings in leading NAND and DRAM manufacturers, indicating substantial growth potential [3] - The company is also actively pursuing acquisitions in the new materials sector, such as the proposed acquisition of a stake in Ningbo Jujia Technology, which is expected to strengthen its supply chain and expand into emerging fields [10] Financial Summary - Revenue projections for 2025-2027 are 2.18 billion, 2.49 billion, and 2.84 billion yuan, respectively, with corresponding net profits of 192 million, 228 million, and 264 million yuan, indicating a steady growth trajectory [4] - The company is expected to achieve a net profit growth rate of 57.16% in 2024, followed by 11.27% and 19.00% in the subsequent years [5] - The projected PE ratios for 2025-2027 are 18.62, 15.64, and 13.52, reflecting an attractive valuation as the company grows [4]

今天，A股市场震荡调整，午后三大指数相继翻绿，市场热点主要集中在机器人等方向。 截至收盘，上证指数跌0.02%，深证成指跌0.12%，创业板指跌0.17%。市场全天成交额超2.64万亿元。 板块方面，白酒、机器人、动物疫苗等板块涨幅居前，保险、军工、PEEK材料等板块调整。 机器人板块涨幅居前，其中，诚迈科技"20CM"涨停，达实智能、华丽家族、天润工业等二十多只个股涨停；拓普集团（601689）午后开盘即直线涨停； 工业富联（601138）尾盘涨停，股价创历史新高，居同花顺热股榜第一名。 中信证券研报称，综合流动性指标和市场风格特征，市场边际利好因素影响减弱，8月下旬是中报披露密集期，市场预计将回归业绩主线。从催化因素和 时序上看，下半年通常是科技行业的技术发布期，同时AI算力、消费电子、军工、创新药等方向确定性持续增强，建议关注上述方向。 机器人概念股迎涨停潮 今天，机器人概念股大面积涨停。宜安科技、帝奥微、中科海迅、诚迈科技"20CM"涨停，达实智能、华丽家族等个股涨停。此外，拓普集团午后开盘即 直线涨停；工业富联尾盘涨停，股价创历史新高。 | 1 | 。 机器人做忍(0) @ 0 | | | < | ...