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豪鹏科技:聚焦Ai+盈利拐点明确,维持买入评级
Sou Hu Cai Jing· 2025-12-30 07:13
本文由 AI 算法生成,仅作参考,不涉投资建议,使用风险自担 【12月30日华鑫称豪鹏科技聚焦Ai+盈利拐点明确】豪鹏科技积极推进产品升级,研发资源投向高电压 正极等领域,强化技术壁垒。公司业务重心转向AI端侧等新兴场景,有望量价齐升,打开第二增长曲 线。此外,公司加码机器人领域,拥抱Ai+,成长路径清晰。其凭借技术储备转型AI端侧项目,与多家 头部品牌合作,新产品量产,订单能见度提升。高端AI产品占比提升,盈利结构或优化。鉴于技术储 备深厚,AI端侧项目量产,业绩拐点明确,维持"买入"评级。 ...
“吉阳智能”阳如坤:以创新装备重构新能源制造的基因
Jin Tou Wang· 2025-07-08 06:10
Core Insights - The article highlights the innovative development path of Shenzhen Jiyang Intelligent Technology Co., Ltd. in the battery manufacturing sector, emphasizing its role in the transformation of the new energy industry driven by the "dual carbon" goals [1][2] Industry Overview - The new energy industry in China is undergoing a profound transformation from scale expansion to quality improvement, with power batteries being a core component that directly affects industry competitiveness [1] - The Chinese new energy industry is the largest globally, yet it faces significant challenges in battery manufacturing, particularly in logistics, information flow, and energy flow, leading to inefficiencies and safety risks [1] Company Innovations - Jiyang Intelligent has over 800 patents, including 38 international patents, and has established a digital workshop standard system for lithium-ion battery manufacturing [2] - The company has developed advanced equipment such as high-speed laser ear forming machines and intelligent continuous winding machines, breaking foreign monopolies and achieving international advanced technical standards [2] - Jiyang Intelligent has implemented a three-tier safety system ("passive-active-intrinsic") to reduce the probability of thermal runaway in batteries to below 0.01% through AI visual inspection and the application of thermal insulation materials [2] Strategic Directions - The company is focusing on three strategic areas: developing self-learning flexible manufacturing systems, utilizing blockchain technology for carbon emission traceability throughout the battery lifecycle, and creating integrated continuous battery manufacturing equipment for the European market [3] - Jiyang Intelligent has transformed from a technology follower to a rule-maker in the industry within 15 years, actively participating in the formulation of over 70 power battery manufacturing standards [2][3] Future Vision - The ultimate goal of Jiyang Intelligent is to lead in creating a better life through machine innovation, contributing significantly to the global energy transition and high-quality development of China's manufacturing industry [3]