工业自动化
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英威腾:接受嘉实基金等投资者调研
Mei Ri Jing Ji Xin Wen· 2025-12-18 11:09
Group 1 - The core viewpoint of the article is that Yingweitong (SZ 002334) will hold an investor meeting on December 15 and 16, 2025, where company representatives will address investor inquiries [1] - For the first half of 2025, Yingweitong's revenue composition is as follows: Industrial Automation 66.55%, New Energy 16.08%, New Energy Vehicles 13.24%, and Photovoltaic Energy Storage 4.13% [1] - As of the report date, Yingweitong's market capitalization stands at 7.1 billion yuan [1]
华昌达:公司自主研发的制造系统数字化仿真平台已具备多品类工业机器人兼容能力
Zheng Quan Ri Bao Zhi Sheng· 2025-12-18 10:45
(编辑 任世碧) 证券日报网讯 12月18日,华昌达在互动平台回答投资者提问时表示,公司自主研发的制造系统数字化 仿真平台已具备多品类工业机器人兼容能力,并成功完成人形机器人模块的集成。该平台可为人形机器 人在制造场景的落地应用提供全流程仿真支持。当前,公司正聚焦人形机器人领域的关键技术突破—— 基于数字化仿真环境的自主训练系统开发,旨在解决传统训练模式中数据获取成本高、场景泛化能力弱 等核心痛点。 ...
英威腾:海外业务贡献超30%营收,将持续深化全球化布局
2 1 Shi Ji Jing Ji Bao Dao· 2025-12-18 10:14
南财智讯12月18日电,英威腾在投资者关系活动中表示,当前海外业务贡献了超过30%的营业收入,主 要来自工业自动化及网络能源业务。公司未来将持续深化全球化布局,发挥海外市场先发及渠道优势, 推动海外业务突破;强化本地化运营能力,在海外设立子公司并搭建本土化团队以提升响应速度和服务 效率;加大品牌推广力度,积极参与国际性行业展会,提升全球品牌影响力;同时坚持以客户需求为导 向,针对不同区域市场的差异化需求定制产品方案,进一步扩大海外业务规模。 ...
英威腾(002334) - 2025年12月15日至16日投资者关系活动记录表
2025-12-18 09:58
Group 1: Company Overview - The company focuses on two main sectors: industrial automation and energy power, with four major business segments: industrial automation, network energy, new energy power, and photovoltaic energy storage [2][3] - In the first three quarters of the year, the revenue structure shows that industrial automation accounted for 64% of total revenue, while network energy contributed 17%, new energy power 15%, and photovoltaic energy storage 4% [2][3] Group 2: Business Performance - The industrial automation segment continues to grow, with significant progress in value industries and major client operations [2] - The network energy segment experienced a revenue decline but maintained stable gross margins, achieving breakthroughs in key industries and major clients [3] - The new energy power segment's revenue increased by 4% year-on-year, with over 80% of revenue coming from commercial vehicle business, and gross margins also improved [5] Group 3: Product Development and Market Strategy - The company provides liquid cooling solutions tailored for various scenarios, including large data centers, with a focus on energy efficiency and stable operation [4] - The photovoltaic energy storage business is shifting focus to product development, increasing R&D investment, and adopting a differentiated market strategy [7] - The humanoid robot sector is currently in the talent acquisition and product research phase [8] Group 4: International Business Expansion - Overseas business contributes over 30% of total revenue, primarily from industrial automation and network energy sectors [9] - The company plans to enhance its global presence by establishing local subsidiaries, improving operational capabilities, and increasing brand awareness through international exhibitions [9]
智能制造技术大爆发2026武汉工业自动化展会抢先解读行业趋势
Sou Hu Cai Jing· 2025-12-18 08:41
Core Insights - The 2026 Wuhan International Intelligent Industry and Automation Technology Exhibition will focus on "Intelligent + Automation" as its core theme, showcasing cutting-edge technologies and solutions in smart manufacturing [3][6] - The event will take place from September 22 to 24, 2026, at the Wuhan International Expo Center, attracting global exhibitors and industry professionals [1][3] Industry Overview - The exhibition will feature six major thematic areas covering the entire smart manufacturing supply chain, including core technologies, control systems, mechanical transmission, and material handling [3][6] - Key industry players such as ABB, Siemens, and Omron will participate, offering customized solutions for businesses of various sizes [6] Technological Trends - The event will highlight three major technological trends: deep integration of edge computing and industrial IoT, widespread application of flexible manufacturing systems, and comprehensive upgrades of human-machine collaboration safety standards [6] - Exhibitors will present smart production line solutions based on 5G communication, enabling real-time data collection and process optimization [6] Special Features - A "Smart Manufacturing Solutions Experience Zone" will allow attendees to operate industrial robots for assembly demonstrations, showcasing the transformative impact of automation technology [6] - A "Youth Maker Zone" will provide a platform for startups to present innovative projects, fostering collaboration between academia and industry [6] Forums and Discussions - The exhibition will host several thematic forums featuring experts and industry leaders discussing topics such as "Standardization in Smart Manufacturing" and "Domestic Substitution of Industrial Software" [6]
英威腾(002334.SZ):电机产品暂未应用到家电和航天领域
Ge Long Hui· 2025-12-17 08:56
格隆汇12月17日丨英威腾(002334.SZ)在互动平台表示,公司电机产品广泛应用于机床、印包机械、纺 织机械、3C电子设备、光伏水泵、海工设备、钢铁、石油、化工等工业自动化领域及新能源汽车领 域。暂未应用到家电和航天领域,未来是否进行拓展,将依据市场需求开展规划。 ...
涉及显示等领域,精测电子与5企达成深度合作
WitsView睿智显示· 2025-12-17 04:47
Group 1 - The core viewpoint of the article is that Jingce Electronics has signed deep cooperation agreements with five leading companies in various sectors, focusing on technology integration and resource sharing to enhance testing solutions for the semiconductor, display, and new energy industries [1][2][4]. Group 2 - The cooperation will cover the entire industry chain from materials, devices, and equipment to industry solutions, aiming to optimize systematic testing solutions through technological innovation and product iteration [2]. - The five partners include leading firms in their respective fields: - Shengbang Microelectronics specializes in high-performance analog and mixed-signal integrated circuits for industrial automation, new energy, and automotive electronics [2]. - Analog Devices provides data converters and sensor technologies, widely used in digital healthcare and industrial automation [2]. - Hefei Aiko Optoelectronics manufactures key components for industrial imaging, including industrial cameras and image acquisition cards [4]. - Inovance Technology operates in industrial automation control and new energy equipment, with a product line that includes servo systems and industrial robots [4]. - SMC Automation focuses on the development and manufacturing of pneumatic components, serving automation lines in the semiconductor, automotive, and electronics industries [4]. - Jingce Electronics aims to strengthen its core competitiveness and build an open industrial ecosystem through this collaboration, continuing its focus on the semiconductor and display sectors while empowering the new energy field [4].
东土科技(300353.SZ):已在具身机器人的电子架构领域展开布局
Ge Long Hui· 2025-12-17 01:09
Core Viewpoint - Dongtu Technology (300353.SZ) is actively developing its presence in the electronic architecture field for embodied robots, leveraging its Hongdao (Intewell) industrial operating system and AUTBUS bus technology [1] Group 1: Business Development - The company has initiated a layout in the electronic architecture sector for embodied robots [1] - The subsidiary Guangya Hongdao, which carries the operating system business, has successfully introduced Kunlun North as a strategic investor [1] - The company plans to explore diversified capital cooperation opportunities to support the development of its key business areas [1]
上海威尔泰工业自动化股份有限公司关于完成工商登记并换发营业执照的公告
Shang Hai Zheng Quan Bao· 2025-12-16 21:18
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:002058 证券简称:*ST威尔 公告编号:2025-066 上海威尔泰工业自动化股份有限公司 关于完成工商登记并换发营业执照 的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记载、误导性陈述或重大遗 漏。 上海威尔泰工业自动化股份有限公司(以下简称"公司")于2025年11月18日召开第九届董事会第十一次 (临时)会议,于2025年12月5日召开2025年第2次临时股东大会,分别审议通过了《关于拟变更公司注 册地址、经营范围并修订〈公司章程〉的议案》。 具体内容可详见公司在2025年11月19日《证券时 报》、《上海证券报》及指定信息披露网站http://www.cninfo.com.cn刊登的《关于拟变更公司注册地 址、经营范围并修订〈公司章程〉的公告》。 公司于近日在上海市市场监督管理局办理完成了相关变更及《公司章程》备案等登记手续,并收到了换 发了营业执照。根据市场监督局的规范表述要求,公司本次营业执照变更情况如下: ■ 换发后的营业执照具体信息如下: 名称:上海威尔泰工业自动化股份有限公司 统一社会信用代码:91 ...
华昌达与上海交通大学上海智能制造研究院等签署《战略合作框架协议》
Zheng Quan Shi Bao Wang· 2025-12-16 11:24
Core Viewpoint - The strategic cooperation framework agreement signed between Huachangda, Shanghai Jiao Tong University, and Shanghai Intelligent Manufacturing Functional Platform aims to tackle key technological challenges in robotics and automation, promoting the transformation of scientific achievements into practical applications [1][2][3] Group 1: Cooperation Focus Areas - The collaboration will focus on digital simulation technology and platforms for embodied intelligence and humanoid robots in industrial scenarios, addressing application needs through joint technical research and platform development [2] - The partnership will also involve the development of application technologies for robotics, including technology transfer and joint research on overall application solutions [2] - Joint research will be conducted on embodied intelligence and humanoid robots, including the development of specific-purpose robots and their industrial applications [2] Group 2: Collaboration Model - The three parties may jointly apply for and establish national or provincial key laboratories, engineering research centers, or joint research centers as needed [2] - A "Shanghai Jiao Tong University - Shanghai Intelligent Manufacturing Functional Platform - Huachangda Intelligent Robot Joint Innovation Laboratory" will be established as a physical entity for daily technical exchanges and project cooperation [2] - The collaboration will leverage each party's strengths to support the implementation of embodied intelligence projects, including R&D support, policy compliance, and talent recommendations [2] Group 3: Impact on Huachangda - The agreement is expected to positively impact Huachangda in product development, talent cultivation, and technology upgrades, enhancing its global market competitiveness [3] - Huachangda is recognized as a leading industrial technology enterprise in the global automation field, focusing on providing comprehensive Industry 4.0 automation technology products and services [3] - The company's core business matrix includes four major sectors: overall solutions for Industry 4.0 automation technology, robotic automation technology solutions, logistics and warehousing automation solutions, and new energy automation technology solutions [3]