2025 年 10 月 31 日-11 月 14 日投资者关系活动记录表 编号：2025007 | 投资者关系活动类别 | □特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | ■其他（电话会议） | | 参与单位名称及人员姓名 | 2025年10月31日 15:30-16:30 电话会议 | | | 广发基金管理有限公司、天治基金管理有限公 | | | 司、美林国际、摩根士丹利亚洲有限公司、美 | | | 林(亞太)有限公司、花旗环球金融亚洲有限公 | | | 司、凯基证券亚洲有限公司、法国巴黎银行、 | | | 香港上海汇丰银行有限公司、高盛（中国）证 | | 券 | 有 限 责 任 公 司 、 北 京 明 远 投 资 管 理 有 限 公 | | | 司、深圳市尚诚资产管理有限责任公司、富瑞 | | | 金融集团香港有限公司、中信建投证券股份有 | | | 限公司、信达证券股份有限公司、中国国际金 | | | 融股份有限公司、德银投资管理有限公司、瑞 | | | 银证券有限责任公司、汇丰前海 ...

Core Insights - The evolution of industrial robots in China is transforming them from auxiliary tools to primary labor forces in manufacturing, significantly impacting global smart manufacturing dynamics [1][2][3] Group 1: Industrial Robot Development - China has become the world's largest industrial robot market, with an expected 2.027 million units by 2024, accounting for over 50% of global installations since the 14th Five-Year Plan [2][4] - In 2022, China installed nearly 300,000 new robots, surpassing the total installations in all other regions combined [3] - The density of industrial robots in China reached 470 units per 10,000 people, significantly exceeding the global average, indicating rapid advancements in smart manufacturing capabilities [3][4] Group 2: Application and Integration - Industrial robots are increasingly integrated into various sectors, with applications in 71 major industries and 241 sub-industries, enhancing productivity and efficiency [4][5] - The rise of "dark factories" in China, where automation is prevalent, is exemplified by companies like Midea, Xiaomi, and Gree adopting advanced robotic technologies in their manufacturing processes [4][5] - The integration of AI with robotics is enabling real-time monitoring and optimization of equipment performance, a practice that is not yet widespread in other regions [5][6] Group 3: Future Prospects and Innovations - The Chinese government is promoting the "Robot+" initiative to expand the depth and breadth of robot applications, focusing on areas like welding, assembly, and material handling [6][7] - Despite the early-stage application of humanoid robots in industrial settings, there is a growing ecosystem supported by government initiatives and a surge in startups focusing on specialized components [6][7] - The development of robots is seen as a solution to labor shortages and is expected to create new job opportunities in various sectors, including education, healthcare, and elder care [7]

Core Insights - The article highlights the transformation of industrial robots in China from auxiliary tools to primary labor forces, significantly impacting global smart manufacturing dynamics [3][4][6]. Group 1: Industrial Robot Development - China's industrial robot market is projected to reach 2.027 million units by 2024, making it the largest in the world [3][4]. - In 2022, China installed nearly 300,000 new robots, surpassing the total installations in other regions combined [4]. - The density of industrial robots in China has reached 470 units per 10,000 people, significantly above the global average [4]. Group 2: Application and Integration - Industrial robots are now utilized across 71 major sectors and 241 sub-sectors of the national economy, accounting for over 50% of global new installations since the 14th Five-Year Plan [5][6]. - Major Chinese companies like Midea, Xiaomi, and Gree have adopted "dark factories" that leverage advanced robotics for production [5][6]. - The integration of AI with robotics is enhancing operational efficiency, with real-time monitoring and data analysis optimizing equipment performance [6][8]. Group 3: Future Prospects and Innovations - The Chinese government is promoting the "Robot+" initiative to expand the application of robots in various manufacturing processes, particularly in welding, assembly, and material handling [7]. - There is a growing ecosystem for humanoid robots in China, supported by government initiatives and a surge in startups focusing on specialized components [7][8]. - The development of humanoid robots is still in early stages, but they are expected to play a significant role in industrial and service sectors in the future [7][8].

Core Insights - The dialogue at the 17th Entrepreneur Conference in Wuhan focused on embracing a new world dominated by AI, featuring discussions among industry leaders on cutting-edge AI topics [1] Company Strategy - Haier Group's Chairman, Zhou Yunjie, outlined the company's future strategy, which includes three main sectors: smart home, big health, and industrial robotics [1] - The smart home sector encompasses smart appliances, smart living solutions, and home robots [1] - The big health sector involves biomedicine and medical equipment [1] - Haier aims to build an industrial ecosystem by developing AI computing capabilities around these three sectors [1]

河南前10个月出口"向新、向智、向绿"趋势明显 工业机器人出口同比增长超200% 中新网郑州11月14日电 (阚力 王佳宁)郑州海关13日消息称，今年前10个月，河南省进出口7411.2亿元 (人民币，下同)，同比(下同)增长14.5%，出口商品"向新、向智、向绿"趋势明显，其中，工业机器人出 口增长超200%。 据郑州海关统计，前10个月河南出口4881.7亿元，增长21.8%；进口2529.5亿元，增长2.6%。10月份， 河南进出口978.1亿元，为该省年内月度进出口最高值。 数据显示，河南出口"向新、向智、向绿"动力更加强劲。前10个月，河南出口机电产品3172.3亿元，占 全省出口总值的65%；其中，农业机械、机床、工业机器人出口分别增长31.8%、34.7%、200.3%。同 期，出口电动汽车213.5亿元，增长超254%。 外贸经营主体活力更足。前10个月，河南有进出口实绩的外贸企业数量达1.37万家，其中，进出口值 5000万元以上的企业923家。同期，河南民营企业进出口逾5083亿元，占全省外贸总值的68.6%。 据统计，前10个月，河南对东盟、欧盟两大市场进出口仍保持快速增长。东盟依然为河 ...

Group 1 - The conference aims to promote the integration of Shanxi's capital market with national industrial upgrading, having grown from a regional event to a nationally influential platform since its inception in 2018 [1] - China's GDP grew by 5.2% year-on-year in the first three quarters of 2025, with notable performance in sectors like new energy vehicles, information technology, and industrial robotics, reflecting a deep integration of technological innovation and industrial transformation [1] - The theme of the conference is "Technology Empowering Listed Companies to Return Value to Patient Capital," focusing on how to effectively convert technological innovation into industrial competitiveness and ultimately share development results with investors and society [2] Group 2 - The 20th Central Committee of the Communist Party of China emphasizes the need for technological innovation to lead the construction of a modern industrial system, indicating a strategic direction for listed companies' industrial upgrades [2] - Three major challenges are identified: the contradiction between accelerated technological iteration and long R&D cycles, the conflict between short-term profit pressures and long-term investment needs, and the urgent requirement for independent control of the industrial chain amid global technological competition [2] - The conference features two specialized sub-forums aimed at sharing insights from institutions and listed company chairpersons, focusing on practical experiences and market expectations to inspire various market participants [3]

11月13日，在江宁开发区埃斯顿智能制造示范车间内，工业机器人正在做各种场景应用展示。宁企埃斯 顿今年前三季度机器人总销量约25000台，市场份额达到10.5%，连续3个季度位列中国机器人市场第 一。 通讯员 陈欣苇 南京日报/紫金山新闻记者 冯芃 摄 ...

Core Insights - Anhui's manufacturing sector has shown remarkable performance in 2023, with significant growth in various industries and a strong focus on innovation and collaboration [1][2][3] Group 1: Manufacturing Performance - In the first three quarters of 2023, Anhui ranked first in the country for automobile production, and the export value of "new three items" increased by 71.9% [1] - The number of large-scale industrial enterprises in Anhui grew by nearly 40% during the 14th Five-Year Plan period, with national high-tech enterprises and provincial specialized enterprises both increasing by about 200% [1] - The number of enterprises with over 10 billion yuan in revenue rose from 36 to 61 [1] Group 2: Strategic Initiatives - The government has implemented a "systematic methodology" to support manufacturing, focusing on deepening the integration of government, industry, academia, research, finance, and services [1] - Anhui's strategic emerging industries contribute over 60% to the province's industrial economic growth [2] - The province has established a service network for enterprises, fostering an ecosystem that supports innovation and development [1][2] Group 3: Regional Collaboration - Anhui's collaboration with the Yangtze River Delta region has led to significant advancements, such as the development of high-temperature alloy blades for aircraft, breaking foreign monopolies [2] - The region has created a "4-hour industrial circle" for electric vehicles and established 12 innovation consortia, emphasizing complementary advantages rather than zero-sum competition [2] Group 4: International Influence - The World Manufacturing Conference has permanently settled in Hefei, with participation from 53 countries and regions in 2025, showcasing Anhui's transformation and enhancing its international influence [3] - Recent diplomatic efforts included a visit to Morocco, where Anhui's automotive industry was highlighted as a key link in international cooperation [3] Group 5: Future Outlook - The emphasis on high-quality development in manufacturing aligns with the need to adapt to new technologies, particularly artificial intelligence, which is reshaping the industry [3][4] - Anhui's experience in leveraging national strategies and regional collaboration serves as a model for other regions to transform comparative advantages into developmental strengths [4]

Core Viewpoint - The 2025 Central Display and Audiovisual Industry Ecosystem Summit held in Liuyang highlights the city's emerging industries and its dual focus on traditional and new sectors, aiming for high-quality economic development through a modern industrial system [1][4]. Group 1: Electronic Information Industry - Liuyang signed 115 new projects from January to October this year, with a total investment of 387.34 billion yuan, of which over half (201 billion yuan) is from the electronic information industry [4]. - Leading companies like Lens Technology and Huike Optoelectronics are pivotal in the electronic information sector, driving the industry cluster towards a "trillion-level" scale [4][6]. - Lens Technology has expanded into the automotive sector, supplying major clients like Porsche and Tesla, while also maintaining its leadership in the consumer electronics market [5][6]. - Huike Optoelectronics has invested 320 billion yuan in a new production line for ultra-high-definition displays, significantly enhancing the competitiveness of the local industry [6][7]. Group 2: Biopharmaceutical Industry - Liuyang has become a national-level biopharmaceutical base, with over 280 companies in the sector, including four listed firms and more than 850 approved drug varieties [12][13]. - The recent national drug procurement results show that four local companies secured eight products, reflecting their competitive edge in the market [9][10]. - Companies like Warner Pharmaceutical and Jiutian Pharmaceutical have made significant strides in innovation, with Warner's R&D investment reaching 1.58 billion yuan in 2024, a 53.45% increase year-on-year [13][14]. - The biopharmaceutical sector is transitioning from generic drugs to innovative products, supported by a robust policy framework from the local government [15]. Group 3: Intelligent Equipment Industry - The intelligent equipment sector in Liuyang is also a key industry, with companies focusing on niche markets to achieve competitive advantages [17][18]. - Huayou Vision Technology has become a unique supplier for large automotive components, while other firms like Hunan Fangheng New Materials are leading in specialized materials [16][18]. - The industry has seen significant innovation, with companies like Huaheng Robotics developing advanced automation solutions that enhance production efficiency [19]. - Liuyang's strategy emphasizes the importance of specialization and innovation in driving the growth of its intelligent equipment sector [19].

Core Insights - The industrial robot industry in China has achieved significant progress during the "14th Five-Year Plan" period, with increasing production and localization rates of products [1][3]. Group 1: Production and Market Share - The production of industrial robots in China is expected to reach 177,000 units in 2024, with an average annual growth rate of 33.1% during the "14th Five-Year Plan" period [3]. - The market share of domestic brands in China is projected to exceed 50% for the first time, reaching 58.5% in 2024 [3]. Group 2: Technological Advancements - There has been a significant acceleration in technological innovation and iteration of industrial robot products, particularly in key components such as displays, servo systems, and controllers [3]. Group 3: Global Impact and Application - Since the beginning of the "14th Five-Year Plan," the new installation of industrial robots in China has accounted for over 50% of the global total, with applications across 71 major categories and 241 subcategories of the national economy [6]. Group 4: Future Directions - The "15th Five-Year Plan" will focus on deep integration of the robot industry with new technologies such as artificial intelligence, while accelerating product innovation and iteration based on specific application scenarios [8].