证券代码：301199 证券简称：迈赫股 份 迈赫机器人自动化股份有限公司 投资者关系活动记录表 编号：2025-001 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（请文字说明其他活动内容） 参与单位名称及人员姓名 线上参与公司2024年度网上业绩说明会的投资者 时间 2025年05月15日 15:00-16:00 地点 价值在线（https://www.ir-online.cn/）网络互动 上市公司接待人员姓名 总经理 张开旭 董事会秘书 卢中庆 财务总监 刘海燕 独立董事 袁长明 投资者关系活动主要内容 介绍 1、2024年公司在新能源汽车领域的业务占比和营收贡 献是多少？未来对该领域的业务拓展有哪些具体规划？ 答:尊敬的投资者，您好！2024年公司营业收入为 109,100.84万元，其中汽车行业营业收入为100,808.59 万元，新能源汽车领域的业务营业收入为93,854.72万 6、研发费用增长44.16%，主要投向哪些项目？目前有 哪些技术突破？ 答:尊敬的投资者，您好！2024年公司的研发费用金 额为4,794.66万 ...

投资要点：公司发布2024 年报与2025 一季报。2024 年实现营业收入35.23 亿元，同比-4.5%；实现归母 净利润0.21 亿元，同比扭亏。分季度看，公司24Q4 实现营业收入11.88 亿元，同比-11.8%，实现归母净 利润0.41 亿元，同比扭亏；25Q1 实现营业收入9.6 亿元，同比+13.2%，实现归母净利润0.26 亿元，同 比+3.3%。业绩符合预期。 展望后续，公司主业拐点向上趋势明确，同时探索具身智能机器人等AI 应用延伸，打造新的成长级。 主业方面，智能装备业务将加快国际化拓展，全力服务特斯拉、Rivian、沃尔沃、大众等战略客户，推 动国际业务规模与质量双提升；电机电控零部件方面，公司主流的三合一产品将继续在理想、奇瑞等车 型进一步上量，持续提升市场占有率，带动收入、盈利继续改善。同时，公司基于传统装备业务的长期 积累，进行了具身智能机器人工业应用场景的开发，以及在电机电控零部件领域探索eVTOL、具身智 能机器人、专用机械等新兴应用场景。 2025 年公司将积极推动新兴业务布局，建立公司新的增长极。 下调盈利预测，维持"增持"评级。考虑到公司装备业务低毛利项目交付节奏、盈 ...

本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 广州信邦智能装备股份有限公司（以下简称"公司"）正在筹划以发行股份、 可转换公司债券及支付现金等方式购买资产事项（以下简称"本次交易"）。因 有关事项尚存在不确定性，为了维护投资者利益，避免对公司证券交易造成重大 影响，根据深圳证券交易所的相关规定，经公司申请，公司证券（证券品种：A 股股票，证券简称：信邦智能，证券代码：301112）自 2025 年 5 月 6 日（星期 二）开市起开始停牌。公司预计在不超过 10 个交易日的时间内，即在 2025 年 5 月 20 日前按照《公开发行证券的公司信息披露内容与格式准则第 26 号——上市 公司重大资产重组》的要求披露相关信息，并申请公司股票复牌。 具体内容详见 2025 年 5 月 6 日公司在巨潮资讯网上披露的《关于筹划发行 股份、可转换公司债券及支付现金购买资产并募集配套资金事项的停牌公告》 告编号：2025-032）。 截至本公告披露之日，公司及有关各方正在积极推进本次交易的相关工作， 相关各方正在就交易方案进行协商、论证和确认。为维护投资者利益，避免公司 ...

Core Viewpoint - BlueDai Technology (002765.SZ) is taking a significant step in resource integration within the touch display sector by acquiring an 18% stake in Chongqing Taiguan Technology Co., Ltd. for 34.11 million yuan, aiming for full ownership and enhancing its dual main business strategy [1][2] Group 1: Acquisition Details - The acquisition involves purchasing shares from four individuals, resulting in BlueDai holding 100% of Chongqing Taiguan, which specializes in vehicle display screens and integrated touch display modules [2] - As of March 31, 2025, Chongqing Taiguan has total assets of 570 million yuan and a net asset of 139 million yuan, with a debt ratio of 75.67% [2] Group 2: Financial Performance - In Q1 2025, BlueDai reported revenue of 813 million yuan, a year-on-year increase of 8.06%, and a net profit of 52.16 million yuan, up 45.93% [5] - For the full year 2024, the company achieved revenue of 3.536 billion yuan, a 25.93% increase, and turned a net loss of 365 million yuan in the previous year into a profit of 124 million yuan [5] Group 3: Research and Development - From 2020 to 2024, BlueDai invested a total of 654 million yuan in R&D, with annual expenditures increasing each year [3] - The company focuses on high-precision transmission systems and has broken several foreign technology monopolies in the electric drive systems for new energy vehicles [3] Group 4: Business Segments - BlueDai's main businesses include power transmission and touch display, with the former focusing on the development and manufacturing of transmission assemblies and components, while the latter involves touch screens and related products [4] - The power transmission segment has become a core growth driver, generating 1.776 billion yuan in revenue, a 15.09% increase [5] Group 5: Market Expansion - BlueDai is actively expanding its overseas market presence, with a plan to invest up to 200 million yuan in establishing a subsidiary and production base in Thailand [6] - The company's overseas sales revenue grew by 49.54% in 2024, indicating significant growth potential in international markets [6]

Core Viewpoint - The performance briefing of the new energy sector on the Sci-Tech Innovation Board highlighted the growth and strategic developments of key companies in the industry, showcasing a complete ecosystem from upstream materials to downstream applications, with a focus on intelligent and global advancements [1][2]. Group 1: Company Performance and Strategies - Seven listed companies participated in the performance briefing, including leading firms like Shanghai Pylon Energy Technology Co., Ltd. and Guangdong Liyuanheng Intelligent Equipment Co., Ltd. [1] - Pylon Technology, a leader in energy storage systems, expressed confidence in the growth of its performance supported by the expansion of energy storage applications, with plans to enhance home storage product performance by 2025 [2]. - Guangdong Fangyuan New Materials Group Co., Ltd. has successfully industrialized a new lithium extraction process in 2024, gaining recognition from major clients in the lithium battery supply chain [2]. Group 2: Technological Innovations - Guangdong Lair New Materials Technology Co., Ltd. reported a revenue of 526 million yuan in 2024, a year-on-year increase of 19.95%, with significant contributions from new energy materials [3]. - The company has expanded its functional coating film business into emerging fields such as automotive electronics and new energy batteries, achieving breakthroughs in various market segments [3]. Group 3: International Expansion - Dalian Haosen Intelligent Manufacturing Co., Ltd. has seen a rapid increase in European orders since 2023, with overseas orders expected to exceed 50% of total new orders in 2023 and 2024 [4]. - The company is also targeting emerging markets in ASEAN and Latin America, where countries like Indonesia, Thailand, and Brazil have set ambitious transformation goals [4]. Group 4: Smart Applications in New Energy - Hangzhou Hongquan Internet of Things Technology Co., Ltd. reported a revenue of 523 million yuan in 2024, a year-on-year increase of 27.81%, with significant growth in its T-BOX product line for new energy logistics vehicles [5]. - The company is actively expanding its overseas business, aligning products with international market standards and participating in global exhibitions to engage with potential clients [5].

Financial Performance - In 2024, the company achieved a total revenue of 296,028.43 million, a year-on-year decrease of 18.14%, with a net profit attributable to shareholders of -25,509.02 million, a reduction in losses by 15,989.38 million [13] - In Q1 2025, the company reported a consolidated revenue of 62,223.24 million, with a net profit of 4,230.16 million, showing significant year-on-year improvement [13] - The smart equipment segment generated 155,475.50 million in revenue for 2024, down 4.95%, while Q1 2025 revenue was 42,929.17 million, accounting for 68.99% of total revenue, up 18.71% year-on-year [13][14] - The lithium battery recycling segment reported 58,640.95 million in revenue for 2024, down 43.08%, with Q1 2025 revenue at 8,138.51 million, representing 13.08% of total revenue, down 24% year-on-year [14] Business Segments Performance - Smart Equipment: Q1 2025 revenue was 4.29 billion with a gross margin of 18.85%, domestic revenue was 3.31 billion and international revenue was 0.97 billion [4][6] - Lithium Battery Recycling: Q1 2025 revenue was 0.81 billion with a gross margin of 3.48% [4] - Heavy Machinery: Q1 2025 revenue was 0.75 billion with a gross margin of 14.36% [4] - Circular Equipment: Q1 2025 revenue was 0.27 billion with a gross margin of 17.55% [4] Strategic Initiatives - The company aims to achieve profitability in 2025, focusing on enhancing the smart equipment business and accelerating the application of humanoid robots in industrial settings [5] - Cost control measures include strict budget execution, procurement cost optimization, production cost reduction, and enhanced expense management [7] - The company is expanding its lithium battery recycling business by optimizing external partnerships and improving internal management to enhance production efficiency and capacity utilization [11][12] Market Opportunities - The lithium battery recycling industry is expected to grow significantly, with projected recovery volumes reaching 120,000 tons by 2025 and 600,000 tons by 2030 [17] - The company is leveraging opportunities in the smart equipment sector by partnering with well-known automotive manufacturers and expanding overseas market development [8][9] Collaboration and Innovation - The company is collaborating with partners like UBTECH and Galaxy General Robotics to develop humanoid robots for industrial applications, focusing on customized solutions and large-scale production [9][15] - The joint venture with Galaxy General Robotics aims to enhance the application of embodied intelligent robots in the automotive manufacturing sector [3]

Group 1 - The core viewpoint of the news is that the Linyi Yihe New District is actively promoting industrial development through reforms, focusing on high-quality growth and efficient resource utilization [1][11] - The district has established 11 characteristic parks to enhance the development of key industries such as intelligent manufacturing and circular economy, attracting over 30 large-scale enterprises and more than 200 small enterprises to the Phoenix Hardware Intelligent Manufacturing Industrial Park [2][4] - The district aims for a 10% growth in industrial output value and a 9.1% increase in industrial added value for the year 2024, alongside an 8.5% rise in fixed asset investment [1] Group 2 - Linyi Yihe New District has implemented innovative land management strategies, clearing 4,700 acres of idle land and generating 32.9 billion yuan in land transfer fees, which is 7.7 times that of 2023 [4] - The district has set up a 6.8 billion yuan industrial fund system to leverage social capital and support enterprise development, integrating resources and enhancing collaboration between enterprises and educational institutions [5] - The establishment of the Alibaba Global AliExpress (Linyi) Cross-Border E-commerce Industrial Park aims to achieve an import-export volume of over 10 billion yuan in the first year, with plans to reach 20 billion yuan within three years [9] Group 3 - The district has optimized administrative services, allowing enterprises to handle approvals locally without visiting the administrative approval service bureau, thus improving efficiency [7][8] - A collaborative agreement with 63 cities and counties has been signed to facilitate cross-regional administrative processes, aiming to reduce bureaucratic hurdles for businesses [10] - The restructuring of the district's internal mechanisms has led to a more dynamic and responsive governance model, enhancing the overall business environment and fostering a culture of innovation and accountability [11][12]

Core Viewpoint - Guanshang Technology has been awarded the qualification recognition for the "Chengdu Pilot Test Platform" in the field of industrial drones, marking a significant milestone in its development and innovation capabilities [1] Company Summary - The qualification recognition was granted on April 29, 2025, indicating that the company has met the municipal demonstration standards in the construction of intelligent equipment technology research and development systems, achievement transformation capabilities, and industrial collaborative innovation [1] - This qualification allows the company to legally conduct specialized tests such as environmental adaptability testing for intelligent equipment systems, electromagnetic compatibility testing, optoelectronic testing, data link testing, and reliability assessment [1] Industry Summary - The recognition lays a foundation for the company to apply for a national-level technology innovation platform, enhancing its position in the industrial drone sector [1]

Group 1: Company Performance - The company achieved a total revenue of 2.601 billion yuan in 2024, with a net profit attributable to shareholders of 77.6253 million yuan, reflecting a year-on-year increase of 0.11% [4] - The weighted average return on net assets was 4.42%, indicating stable performance [4] - The company has an order backlog of approximately 3.3 billion yuan at the end of the reporting period [2] Group 2: Industry Outlook - The integration of artificial intelligence, big data, and the Internet of Things with smart equipment is expected to significantly enhance performance and efficiency [2] - The demand for smart equipment is projected to continue growing due to rising labor costs, advancements in automation technology, and increasing production quality requirements [2] - The smart equipment industry has a broad development prospect supported by industrial policies and the transformation of the manufacturing sector [2] Group 3: Product and Market Strategy - The company focuses on providing comprehensive Industry 4.0 automation technology products and services, with applications in automotive, engineering machinery, new energy vehicles, warehousing logistics, and photovoltaic industries [3] - The company has successfully expanded into medical equipment and low-altitude economy sectors in 2024 [3] - The company serves numerous well-known clients, including BMW, General Motors, Volkswagen, and Tesla, among others, receiving positive feedback for its products and services [2]

导读： 该公司是日联科技继马来西亚、美国后第三个海外研发制造基地，此举标志着企业"技术出海+本地深耕"战略迈入全面深化阶段。 特别提示 微信公众号机制调整，请点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 近日，日联科技宣布，其匈牙利全资子公司—— Europe Unicomp Technology Kft. 于布达佩斯正式开业了。 该公司是日联科技继马来西亚、美国后 第三个海外研发制造基地 ，此举标志着企业"技术出海+本地深耕"战略迈入全面深化阶段。 日前，无锡经贸代表团赴匈牙利出席了开业仪式，并为日联科技 "欧洲人工智能(AI)研发中心" 揭牌。 日联科技 欧洲人工智能(AI)研发中心 将依托当地科研生态，聚焦智能检测算法创新，实现技术本地化适配与全球化输出双轮驱动，为拓展欧 美高端市场提供核心动能，助推中国智能装备走向世界前沿。 欧洲落子 战略深耕 匈牙利地处欧洲中心，不仅是欧洲制造业集中地，拥有成熟的汽车电子产业集群与供应链体系，而且这里汇聚了大量高端技术人才，在先进制 造领域具备深厚的人才储备。 日联科技在匈牙利设立公司，是积极响应国家"一带一路"倡议， ...