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奥迪威(832491):公司半年报业绩稳健增长,新产品逐渐导入下游应用
Jianghai Securities· 2025-09-17 10:28
Investment Rating - The investment rating for the company is "Accumulate (Maintain)" [4] Core Views - The company reported steady growth in its semi-annual performance, with new products gradually being introduced into downstream applications [1][6] - In the first half of 2025, the company's revenue reached 330 million yuan, representing a year-on-year increase of 16.26%, while net profit was 50.47 million yuan, up 7.81% year-on-year [6][4] - The growth in performance is attributed to product and technology upgrades, enhancing core competitiveness and increasing order demand from downstream markets [6] - The sensor business saw significant growth, with revenue of 276 million yuan, a year-on-year increase of 28.77%, driven by continuous R&D investment and product upgrades [6] - The actuator business experienced a decline in revenue, down 33.16% to 43.76 million yuan, primarily due to reduced sales in the electroacoustic device segment [6] Financial Forecast - The company’s projected total revenue for 2025 is 738 million yuan, with a growth rate of 19.50%, and net profit is expected to be 102.84 million yuan, growing by 17.32% [3][6] - The forecast for 2026 and 2027 shows continued revenue growth, with estimates of 924 million yuan and 1.23 billion yuan respectively, reflecting growth rates of 25.22% and 33.34% [3][6] - The return on equity (ROE) is projected to increase from 9.62% in 2025 to 12.72% by 2027 [3] Product Development - The company has introduced a specialized flow sensor for liquid cooling in smart servers, utilizing a dual-technology architecture for comprehensive thermal management [6] - The product is currently in the testing phase with downstream customers, aiming for accelerated mass application [6] - Growth in the robotics sector is notable, with increased orders driven by the rise in sensor integration in service and industrial robots [6]
安培龙(301413.SZ):用于机器人力传感器产品收入占主营业务收入比例极低
Ge Long Hui A P P· 2025-09-17 09:34
格隆汇9月17日丨安培龙(301413.SZ)公布股票交易异常波动公告,公司关注到近期市场上对人形机器人 概念关注度较高。公司可用于人形机器人及协作机器人领域的力传感器产品主要包括压式测力传感器、 拉压力传感器、扭矩传感器、六维力矩传感器,其中公司压式测力传感器、拉压力传感器、扭矩传感 器、金属应变片式六维力传感器已完成开发,但尚处在客户样品测试验证阶段,尚未形成批量订单,同 时基于MEMS硅基应变片及玻璃微熔工艺技术的六维力传感器仍处在技术研发阶段,尚未形成产品交 付。公司用于机器人力传感器产品收入占主营业务收入比例极低,对公司业绩影响甚微。目前人形机器 人下游应用市场空间以及公司未来是否实现客户样品交付或取得客户批量订单尚存在不确定性,敬请投 资者注意投资风险,谨慎决策。 ...
光莆股份:目前,公司已布局光电编码及柔性材料在机器人关节控制上应用
Mei Ri Jing Ji Xin Wen· 2025-09-17 08:52
光莆股份(300632.SZ)9月17日在投资者互动平台表示,公司围绕战略发展方向,积极开展前瞻性技术 研发布局与储备。目前,公司已布局光电编码及柔性材料在机器人关节控制上应用,积极探索柔性传感 器在灵巧手等机器人核心触觉部件上的应用。 每经AI快讯,有投资者在投资者互动平台提问:作为国内领先的柔性传感器(电子皮肤)研发公司, 福莱新材今年发布了第二代柔性触觉传感器,实现了真正的全覆盖,不管是指尖、指腹还是手心、手 背,而且每个部位都具备完整的三维力感知能力。这就像给机器人穿上了一件'智能皮肤',实现了真正 意义上的无死角感知。"请问公司的柔性传感器产品业务拓展的怎么样了? (记者 王晓波) ...
传感器概念持续走强,*ST威尔、奥普光电、均胜电子、科博达涨停
Mei Ri Jing Ji Xin Wen· 2025-09-17 06:56
Group 1 - The sensor concept continues to strengthen, with multiple companies experiencing significant stock price increases [1] - Companies such as *ST Weir, Op Light, Junsheng Electronics, and Kebo Da have reached their daily price limit [1] - Other companies including Sifang Optoelectronics, Hanwei Technology, Anpeilong, Saiwei Electronics, Senba Sensor, and Huagong Technology also saw price increases [1]
两月连融两轮!「模量科技」领跑触觉传感赛道!
机器人大讲堂· 2025-09-17 04:15
在人工智能与具身智能浪潮翻涌的今天,视觉与听觉感知已日趋成熟,而触觉正成为机器认知物理世界的最后 一块关键拼图 ——也是最难攻克的技术高地。 随着人形机器人迈进量产前夜、工业智造迈向微米级控制、智能穿戴与医疗康复走向精准感知,高精度、高柔 性、可规模化的触觉传感器已成为刚性需求。 据 VMR 最新报告, 2028 年全球触觉传感器市场规模将突破 260 亿美元。而在中国,仅人形机器人电子皮 肤赛道,到 2030 年市场规模便有望达到 90 亿元,年复合增长率高达 64.3% (长江证券数据)。无论是 工业检测、具身智能,还是智能汽车、智能穿戴领域,谁掌握触觉感知,谁就握住了下一代智能设备的"感知 之门"。 模量科技拒绝 "纸上科研"。公司以材料创新与算法融合为核心,构建出覆盖多场景、多形态的触觉传感产品 矩阵,真正做到——不仅灵敏,更可量产: 机器人大讲堂获悉,模量科技 近日成功完成 千万级 Pre - A 轮融资, 本轮融资由 青橙资本独家投资完成, 融资资金将主要用于模量科技扩充产线,提升交付能力;加深在机器人、智能汽车、新能源、消费电子、医疗 健康等场景的渗透;持续攻坚高精度、多模态传感的材料研发和算法 ...
柯力传感(603662):传感器业务新增并表贡献业绩,深度参与人形机器人产业布局
Changjiang Securities· 2025-09-16 14:20
丨证券研究报告丨 [Table_Summary] 主业经营稳健,受益于新增并表子公司,公司 2025Q2 实现收入和业绩的同环比增长。聚焦人 形机器人赛道,持续深化具身智能投资布局,25H1 公司完成对开普勒、他山科技、猿声先达、 北微传感等战略投资。同时,公司在工业级多物理量传感器领域的投资与并购也在推进,进一 步丰富产品矩阵和技术路线。对关键领域的投资布局,为公司业绩持续增长奠定良好基础。目 前公司人形机器人推进送样并获得批量订单。2025H1 公司已向超过 50 家国内人形机器人、协 作机器人及工业机器人企业送样,获得市场认可。 公司研究丨点评报告丨柯力传感(603662.SH) [Table_Title] 柯力传感:传感器业务新增并表贡献业绩,深度 参与人形机器人产业布局 报告要点 分析师及联系人 [Table_Author] SAC:S0490517110001 SAC:S0490520030003 SAC:S0490524030001 SFC:BRP550 赵智勇 倪蕤 刘晓舟 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 柯力传感(603662. ...
高端制造行业ETF双周报:军工行业基本面回暖,关注军工指数调整带来的机会-20250916
金融街证券· 2025-09-16 12:16
Investment Rating - The report maintains an "Outperform" rating for the military industry [1] Core Views - The military industry is experiencing a revenue rebound, with significant increases in inventory and contract liabilities. In the first half of 2025, 141 listed companies in the military sector achieved a total revenue of 254.549 billion yuan, a year-on-year increase of 9.3%. However, the net profit attributable to shareholders decreased by 1.1% to 15.526 billion yuan [7][11][13] - The overall inventory of these companies reached 310.839 billion yuan, up 19.8%, while contract liabilities totaled 152.030 billion yuan, increasing by 14.9% [11][13] - The report suggests focusing on specific sub-sectors for investment opportunities, including the aircraft and aero-engine supply chain, missile and unmanned combat equipment, and military trade-related enterprises [17] Summary by Sections Industry Overview - The military industry is showing signs of recovery, with a notable increase in revenue and contract liabilities. The overall gross margin for the industry is 18.7%, which is a slight increase from the previous year [13][16] - The report indicates a shift in industry dynamics, with upstream electronic components benefiting first, followed by downstream core components and equipment [16] Market Performance - In the first two weeks of September 2025, the military sector indices experienced significant adjustments, with the defense and military industry index dropping by 7.90%, underperforming compared to the broader market [18][24] - The report highlights that the military sector's performance was negatively impacted after the "September 3" military parade, leading to a sell-off in military stocks [18][20] Company Dynamics - Notable companies in the sector include: - **博实股份**: Signed a major contract worth approximately 235.1132 million yuan [43] - **埃斯顿**: Became the first domestic robot brand to lead the Chinese industrial robot market with a market share of 10.5% [44] - **融发核电**: Reported a sufficient backlog of orders and is progressing according to production plans [46] - **中航西飞**: Expanding strategic cooperation with Airbus to meet production needs for the A320 series [47] - **晶盛机电**: Achieved domestic production of semiconductor equipment and is advancing global customer validation for silicon carbide substrates [48] Investment Recommendations - The report recommends focusing on ETFs related to the military sector, such as 富国中证军工龙头 ETF and 国泰中证军工 ETF, as potential investment vehicles [2]
光莆股份:公司光集成传感器封测产品已在多领域得到应用
Zheng Quan Ri Bao Wang· 2025-09-15 13:41
Core Viewpoint - The company Guangpu Co., Ltd. (300632) has confirmed that its optical integrated sensor packaging products are currently utilized in well-known brand products across various fields, including robotics, drones, intelligent driving, smart wearables, smartphones, and consumer electronics [1] Group 1 - The company's optical integrated sensor packaging products are applied in multiple sectors [1] - Potential applications of the products include brain-machine interfaces, low-altitude economy, and AI data centers [1]
光莆股份:公司光集成传感器封测产品目前已在机器人、无人机、智能驾驶等领域的知名品牌产品中得应用
Mei Ri Jing Ji Xin Wen· 2025-09-15 08:58
Group 1 - The company, Guangpu Co., Ltd. (光莆股份), has provided insights into its optical sensor products and their applications in various industries [2] - The optical integrated sensor packaging products are currently utilized in well-known brand products across fields such as robotics, drones, intelligent driving, smart wearables, smartphones, and consumer electronics [2] - Additionally, these sensors can be applied in emerging areas such as brain-computer interfaces, low-altitude economy, and AI data centers [2]
凯尔达(688255.SH):控股子公司获得发明专利
Ge Long Hui A P P· 2025-09-15 08:04
格隆汇9月15日丨凯尔达(688255.SH)公布,公司控股子公司杭州凯维力传感科技有限公司于近期收到1 项国家知识产权局颁发的发明专利证书,上述发明专利的取得是公司重要技术之传感器技术的体现和延 伸。本次发明专利的获得不会对公司近期经营产生重大影响,但有利于进一步完善公司知识产权保护体 系,发挥自主知识产权的技术优势,促进技术创新,从而提升公司核心竞争力。 ...