每经头条（nbdtoutiao）——近120个品牌、1600辆车逐鹿西南！下半年国内首个A级车展开幕：新能 源"第三极"将改写车市格局 （记者 王晓波） 每经AI快讯，凯尔达（SH 688255，收盘价：36.09元）8月29日晚间发布公告称，结合公司发展战略规 划和经营管理需要，经公司总经理提名并经董事会提名委员会审查通过，公司董事会同意聘任王金先生 为公司常务副总经理。 2024年1至12月份，凯尔达的营业收入构成为：工业机器人行业占比69.16%，工业焊接设备行业占比 23.8%，其他业务占比5.16%，其他行业占比1.87%。 截至发稿，凯尔达市值为40亿元。 ...

这是半佛仙人的第1863篇原创 排产计划，自己定。 备品备件，自己预测，自己决定怎么采购。 设备出问题，自己诊断自己修。 还有什么注塑，钣金，上料，质检，安排机器人去巡检，都包圆了。 自己把眼睛和四肢调动起来。 干什么活，怎么干，都自己判断。 人不需要伺候机器了，而是机器完完全全伺候人类了。 这事儿怎么说呢？ 很多工厂才刚刚开始数字化，刚刚打算给设备装上传感器呢，打算给自己贴上先进制造业的标签呢，结果人美的的这个荆州洗衣机工厂 已经到智能体化这一步了。 就好比你好不容易下定决心练葵花宝典，费这么大劲儿，去拿个武林盟主玩玩吧。 结果美的掏出了高达。 2 你以为这就够牛了吗？ 不不不。 还是小瞧美的这个【世界卓越的首个多场景覆盖的智能体工厂】的含金量了。 首先呢，美的这个智能体工厂不是一个智能体，而是1 4个智能体。 覆盖了3 8个核心生产业务场景。 从研发、供应链、计划、制造、品质、物流、设备、工艺，甚至是在ESG，都是完全覆盖到的。 每个环节，都没有遗漏和落下。 每个环节，都是由同一个脑子控制的，虽然这个脑子是个超级脑子。 这就有个特别大的好处。 为什么工厂都已经自动化了，还会出现品控问题？ 原料是好的，研发 ...

证券日报网讯汇川技术（300124）8月28日发布公告，在公司回答调研者提问时表示，上半年，工业机 器人行业竞争激烈，公司工业机器人业务面临较大压力。出于风险控制考虑，公司主动放弃了部分低附 加值项目，更注重选择有价值的项目推进。 ...

爱仕达股份有限公司 2024 年年度报告全文 爱仕达股份有限公司 2024 年年度报告全文 公司董事会、监事会及董事、监事、高级管理人员保证年度报告内容的 真实、准确、完整，不存在虚假记载、误导性陈述或重大遗漏，并承担个别 和连带的法律责任。 公司负责人陈合林、主管会计工作负责人陈合林及会计机构负责人（会 计主管人员）林联方声明：保证本年度报告中财务报告的真实、准确、完 整。 所有董事均已出席了审议本报告的董事会会议。 本年度报告涉及未来计划等前瞻性陈述，不构成公司对投资者的实质承 诺，能否实现取决于市场状况变化、经营团队的努力程度等多种因素，存在 很大的不确定性。敬请广大投资者注意投资风险。 公司经营发展中可能存在相关风险，详见本报告第三节"管理层讨论与 分析"之"十一、公司未来发展的展望（三）可能面对的风险"，敬请广大 投资者注意查阅。 爱仕达股份有限公司 公司经本次董事会审议通过的利润分配预案为：以 340,638,579 为基 数，向全体股东每 10 股派发现金红利 0.18 元（含税），送红股 0 股（含 税），不以公积金转增股本。 全文 爱仕达股份有限公司 2024 年年度报告 爱仕达股份有限公司 ...

（原标题：巨能股份上半年业绩扭亏为盈 将不断拓展机器人应用场景） 8月27日晚，巨能股份发布半年报，今年上半年实现营业收入1.14亿元，归属于母公司所有者的净利润364.23万元，扭亏为盈。 资料显示，巨能股份是一家以机器人及相关智能技术为核心的智能制造整体解决方案的供应商，一直专注于智能制造领域关键技术的研发与创 新。自成立以来，公司主要产品广泛应用于汽车零部件、工程机械、航空航天、轨道交通、电梯及其他通用机械等装备制造领域。 作为国家高新技术企业，公司被工信部授予2021年第一批国家重点专精特新"小巨人"企业；被中国机电一体化应用协会授予"智能制造系统解决方 案供应商TOP10"荣誉奖项。 公司智能制造系统解决方案主要涉及数控机床、工业机器人行业，终端客户以汽车制造业为代表延伸和拓展。据公司介绍，凭借着较强的技术实 力、可靠的产品质量，公司为陕西法士特、陕西汉德车桥、东风本田、一汽、广东鸿图、文灿股份、隆基机械、科华控股、天润工业，威孚高 科，中原内配等多家企业提供产品和服务，在智能工厂制造领域拥有较高知名度和品牌影响力。 近年来，工业机器人等行业的景气度持续处于高位，为公司业务发展带来了广阔空间。国家统 ...

Market Overview - On August 25, the market saw significant gains, with the Shanghai Composite Index rising by 1.51%, the Shenzhen Component Index by 2.26%, and the ChiNext Index by 3%[2] - The total trading volume reached 3.18 trillion, an increase of approximately 600 billion compared to the previous trading day, marking the second-highest volume since September of the previous year[1][5] Sector Performance - All sectors experienced gains, with telecommunications, non-ferrous metals, real estate, and steel leading the way[1] - The technology sector, represented by telecommunications, electronics, and semiconductors, remains the main focus of market activity, attracting substantial capital inflows[1] Capital Flow - On August 25, net inflows into the Shanghai Stock Exchange amounted to 42.176 billion, while the Shenzhen Stock Exchange saw net inflows of 27.474 billion[3] - The top three sectors for capital inflows were telecommunications equipment, real estate development, and industrial metals, while semiconductors, optical electronics, and passenger vehicles saw the largest outflows[3] Industry Developments - The rapid advancement in satellite internet construction in China has led to the successful launch of 72 low-orbit satellites, with the issuance of satellite internet licenses expected soon[4] - In Hangzhou, the production of industrial robots increased by 110.1% year-on-year from January to July, indicating strong growth in the smart manufacturing sector[7] Fund Dynamics - Over 35 new technology-themed funds have been reported in August, reflecting a growing interest in the technology sector among public funds[11] - The public fund fee reform is progressing, focusing on restructuring management, trading, and sales fees, with a shift towards performance-based fee models expected to enhance alignment between fund managers and investors[13]

Core Viewpoint - Zhejiang Yifei Intelligent Technology Co., Ltd. has submitted its IPO application to the Hong Kong Stock Exchange, with Agricultural Bank of China International as the sole sponsor, aiming to raise funds primarily for robot technology development and capacity expansion [1][3]. Company Overview - Founded in June 2012 in Jinan, Shandong, Yifei Intelligent is a comprehensive industrial robot company focusing on design, R&D, manufacturing, and commercialization of industrial robots, particularly in the light industry sector [4]. - The company has established 14 sales service centers, serving clients across 28 provinces and regions in China [4]. Financial Performance - Yifei Intelligent reported revenues of 162 million yuan, 201 million yuan, and 268 million yuan for the years 2022, 2023, and 2024, respectively, but has not yet achieved profitability [6]. - The company incurred losses of 57.55 million yuan, 110 million yuan, and 71.49 million yuan over the same period, totaling nearly 240 million yuan in cumulative losses [6]. - The gross profit margins fluctuated at 26.7%, 18.3%, and 26.5% during the reporting period [7]. Product and Market Position - Yifei Intelligent ranks fifth among domestic companies specializing in industrial robots and related solutions for the light industry, according to a report by Frost & Sullivan [4]. - The company offers a full range of lightweight industrial robots and core components, including parallel robots, six-axis robots, and wafer handling robots, and has developed proprietary technologies in control and vision systems [5]. Customer Base and Revenue Streams - The company has diversified its customer base, with overseas revenue reaching 25.5 million yuan in 2024, accounting for approximately 9.5% of total revenue [6]. - The concentration of revenue from the top five customers has decreased from 83.3% in 2022 to 50.1% in 2024, indicating a reduced reliance on major clients [8]. Intellectual Property and R&D - As of the IPO filing date, Yifei Intelligent holds 271 authorized patents, including 36 invention patents, and has submitted 20 additional patent applications [5]. Leadership and Company History - The founder, Zhang Sai, has a notable academic background, having obtained a Ph.D. from Tsinghua University in 2024, and played a crucial role in the company's early survival by selling personal assets to stabilize finances [10][11]. - The company underwent a significant strategic shift after facing cash flow issues in 2016, leading to a successful A-round financing of 9.3 million yuan, which facilitated technological advancements and revenue growth [11][12].

Summary of the Conference Call for TuoSiDa Company Overview - **Company**: TuoSiDa - **Date of Call**: August 22, 2025 Key Points Industry and Company Performance - **Overall Revenue**: TuoSiDa reported a revenue growth of 22.66% in the first half of the year, with a gross margin of 38.83% [2][3] - **Industrial Robotics Segment**: Revenue slightly increased, with a notable 80% growth in multi-joint robots, while automation systems contracted due to a focus on major clients [2][4] - **Injection Molding Segment**: Auxiliary machine revenue grew by 30%, while main injection machine revenue declined by 30%. Electric injection machines generated several tens of millions in revenue, with improved gross margins [2][5] - **CNC Machine Tool Segment**: Revenue increased by 83.74% year-on-year, with approximately 200 units sold, driven by orders from humanoid robot parts processing and aerospace sectors [2][5] - **Green Energy and Environmental Management Systems**: Revenue significantly decreased, with a 60% drop, as the company is gradually divesting from this segment [5] Financial Metrics - **Net Profit**: The net profit attributable to shareholders was 28 million, a decrease of about 20% year-on-year [3] - **Gross Margins**: Expected gross margins for 2025 are approximately 40% for industrial robots and automation, 27%-28% for CNC machines, and around 9% for green energy [11] Market Dynamics - **Competition in CNC Machine Tools**: The industry is highly competitive, with some companies offering zero down payment and leasing options. TuoSiDa has not adopted such strategies, leading to a decline in prices and gross margins [9] - **International Market Growth**: Significant growth in overseas markets, with revenue excluding green energy products increasing by over 90% [12] Future Outlook - **Sales Projections for Electric Injection Machines**: Expected sales for the first half of 2025 are several tens of millions, with full-year projections reaching several hundreds of millions [7] - **Automation Business Orders**: Orders are primarily driven by clients establishing overseas factories, particularly for new Apple product processes, with a positive market response anticipated for 2026 [8] Strategic Partnerships - **Collaboration with AI Companies**: No new developments with Huawei on core algorithms; however, a partnership with Zhipu AI has been established to develop humanoid robots using their AI models [10] Operational Insights - **Cash Flow**: Operating cash flow increased significantly due to reduced taxes and employee compensation [20] - **Inventory Management**: High inventory turnover days (320 days) may lead to potential impairment provisions in the second half of the year [21] R&D and Product Development - **New Product Launches**: A global open day event is scheduled for September 12, 2025, to showcase AI-integrated products, including humanoid robots [22][23] Challenges and Risks - **Green Energy Business**: The company is in the process of divesting from the green energy segment, which has been a significant drag on overall performance [5][18] - **Market Uncertainties**: The company is navigating strategic adjustments and external uncertainties, particularly related to the green energy business and accounts receivable pressures [17][18] Conclusion TuoSiDa is experiencing growth in several segments, particularly in industrial robotics and CNC machine tools, while facing challenges in the green energy sector. The company is strategically focusing on international markets and partnerships to enhance its product offerings and operational efficiency.

Group 1 - The core viewpoint of the news highlights the significant growth in China's industrial robot production, with a projected output of 75,000 units in June 2025, representing a year-on-year increase of 37.9% [1] - In the first half of 2025, the cumulative production of industrial robots in China reached 369,000 units, showing a cumulative growth of 35.6% [1] - The report by Zhiyan Consulting provides insights into the development trends and supply-demand dynamics of the Chinese industrial robot industry from 2025 to 2031 [1] Group 2 - Listed companies in the industrial robot sector include Robot (300024), Estun (002747), New Times (002527), Tosida (300607), Huichuan Technology (300124), Huazhong CNC (300161), Jasic Technology (300193), Yawen Co. (002559), Tuo Mountain Heavy Industry (001226), and Haozhi Electromechanical (300503) [1] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research reports, business plans, feasibility studies, and customized services [2]

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 ...