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美格智能(002881.SZ):公司的5G高速率通信模组已经应用于国内某机器人企业的人形机器人产品,目前已经小批量发货
Ge Long Hui A P P· 2025-09-26 07:01
格隆汇9月26日丨美格智能(002881.SZ)在互动平台表示,公司的5G高速率通信模组已经应用于国内某机 器人企业的人形机器人产品,目前已经小批量发货。公司的高算力AI模组产品,具备高性能、低功 耗、高能效等技术优势,较好应对人形机器人的空间、续航、散热等技术难点,已在合作伙伴推出的人 形机器人原型机上搭载,为机器人的感知、计算和控制提供端侧计算能力。公司将继续推动5G通信及 端侧AI技术在机器人领域的应用。同时机器人属于新兴产业,相关技术和产品落地受技术迭代、市场 环境、客户需求等多重因素影响,具有不确定性,请审慎决策,注意投资风险。 ...
美格智能:公司的5G高速率通信模组已经应用于国内某机器人企业的人形机器人产品,目前已经小批量发货
Mei Ri Jing Ji Xin Wen· 2025-09-26 03:54
每经AI快讯,有投资者在投资者互动平台提问:请问贵公司是否有什么产品是可以提升机器人的AI与 智能?是否应用在人型机器人上呢?目前有供货哪些机器人公司了呢? (记者 张明双) 美格智能(002881.SZ)9月26日在投资者互动平台表示,公司的5G高速率通信模组已经应用于国内某 机器人企业的人形机器人产品,目前已经小批量发货。公司的高算力AI模组产品,具备高性能、低功 耗、高能效等技术优势,较好应对人形机器人的空间、续航、散热等技术难点,已在合作伙伴推出的人 形机器人原型机上搭载,为机器人的感知、计算和控制提供端侧计算能力。公司将继续推动5G通信及 端侧AI技术在机器人领域的应用。同时机器人属于新兴产业,相关技术和产品落地受技术迭代、市场 环境、客户需求等多重因素影响,具有不确定性,请审慎决策,注意投资风险。 ...
美格智能:车规级5G+ C-V2X系列模组产品已与Tier-1客户合作
Mei Ri Jing Ji Xin Wen· 2025-09-25 07:55
每经AI快讯,9月25日,美格智能(002881)在互动平台表示,公司的车规级5G+C-V2X系列模组产 品,目前已与下游Tier-1客户开展合作,针对海外车厂品牌,开展产品定制化工作。相关产品可以应用 于车路云一体化、高阶辅助驾驶等相关领域。 ...
美格智能:车规级5G+C-V2X系列模组产品已与下游Tier-1客户合作
Xin Lang Cai Jing· 2025-09-25 07:48
美格智能(002881)9月25日在互动平台表示,公司的车规级5G+C-V2X系列模组产品,目前已与下游Tier- 1客户开展合作,针对海外车厂品牌,开展产品定制化工作。相关产品可以应用于车路云一体化、高阶 辅助驾驶等相关领域。 ...
研报掘金丨天风证券:维持广和通“增持”评级,布局AI高景气方向驱动未来成长
Ge Long Hui A P P· 2025-09-24 07:17
Core Viewpoint - Guanghe Tong reported a net profit of 218 million yuan for H1 2025, a year-on-year decline of 34.66%, with Q2 net profit at 100 million yuan, down 31.25% [1] Financial Performance - The company achieved a net profit of 2.18 billion yuan in H1 2025, reflecting a 34.66% decrease compared to the previous year [1] - In Q2 2025, the net profit was 1.0 billion yuan, showing a decline of 31.25% year-on-year [1] Business Development - Guanghe Tong is not just a module enterprise but is also establishing an AI research institute, focusing on the AI edge computing sector, where it has a leading technological layout [1] - In the robotics sector, the company has developed the Fibot project based on Qualcomm's high-performance platform and has formed strategic partnerships with leading companies in the embodied intelligence robotics field [1] - The RTK visual fusion positioning solution has been partnered with top manufacturers in the multi-legged robot sector [1] - A dedicated robotics team has been established, focusing on lawn mowing robots and embodied intelligence robots [1] Future Outlook - After the H-share fundraising is completed, 55% of the funds will be allocated to the edge computing and robotics sectors, with plans to continue expanding the R&D team [1] - Despite the pressure on overall operating conditions and sales gross margin in 2024, the company's proactive layout in edge AI and robotics presents significant future growth potential [1] - The adjusted net profit forecast for 2025-2027 is 540 million, 690 million, and 850 million yuan respectively, down from previous estimates of 580 million, 730 million, and 880 million yuan [1] - Corresponding PE valuations for 2025-2027 are projected at 45, 35, and 29 times [1] - The company maintains an "overweight" rating [1]
广和通(300638):上半年主业稳健 布局AI高景气方向驱动未来成长!
Xin Lang Cai Jing· 2025-09-23 08:34
事件: 受锐凌无线出表影响,主业稳健: ②机器人方面,在具身智能领域,基于高通高算力平台开发的Fibot 项目已与全球领先具身智能机器人 公司建立战略合作关系。同时,RTK 视觉融合定位方案已与多足机器人领域头部厂商达成合作;在机 器人业务,公司有组建专门的机器人团队,主要从事割草机器人和具身智能机器人两个业务方向。未来 H 股募集资金到位后,55%会投入端侧和机器人这两块业务,未来也会继续扩充研发团队。 ③智能体方面,公司发布新一代AI 语音智能体FiboVista,对接火山引擎豆包大模型,可实现ASR 自动 语音识别和TTS 文本转语音,支持自然语言交互和指令控制,已率先应用于车联网,成为智能驾驶 的"用车伙伴"和"出行伴侣"。 单Q2 实现营业收入18.51 亿元,同比下滑5.14%,实现归母净利润1.0 亿元,同比下滑31.25%。公司上 半年受锐凌无线出表影响较大,剔除锐凌无线车载前装无线通信模组业务的影响,25H1 营业收入同比 增长23.49%;归母净利润同比增长6.54%。 期待毛利率回升: 单Q2 实现毛利率15.83%,同比下降5.82pct,受到产品结构及材料采购价格波动所致。25H1 ...
西部证券晨会纪要-20250829
Western Securities· 2025-08-29 01:55
Group 1: Zhujiang Beer (002461.SZ) - Zhujiang Beer is the leading regional beer brand in Guangdong Province, with a strong market foundation and high consumer recognition. The flagship product, 97 Pure Draft, is leading product upgrades and capturing market share from competitors [6][7]. - The company has experienced continuous revenue and profit growth, with a CAGR of 7.8% in revenue and 9.2% in net profit from 2020 to 2024. The proportion of high-end products has increased significantly from 49.1% in 2019 to 70.8% in 2024 [6][7]. - The new management team, including a newly appointed chairman and general manager, is expected to drive further growth and innovation. The company has a solid reserve of high-end products and aims to expand its market presence outside Guangdong [7]. Group 2: Hanshuo Technology (301275.SZ) - Hanshuo Technology's revenue for the first half of 2025 was 1.974 billion yuan, a year-on-year decrease of 7%, with a net profit of 222 million yuan, down 42% year-on-year. The company is focusing on the North American market, which shows significant growth potential [16][17]. - The global demand for retail digitalization continues to grow, with electronic shelf label (ESL) module shipments reaching 248 million units in the first half of 2025, a 56% increase year-on-year. The demand from major retailers like Walmart is expected to drive further digital upgrades in the retail sector [16][17]. - The company has established a comprehensive business system centered on electronic shelf label systems and SaaS cloud platform services, with international operations in over 70 countries [17]. Group 3: Guoci Materials (300285.SZ) - Guoci Materials reported a revenue of 2.154 billion yuan in the first half of 2025, a year-on-year increase of 10.29%, with a net profit of 332 million yuan, up 0.38% year-on-year. The company is experiencing growth in electronic materials and new energy materials [18][19]. - The company’s six major business segments are developing synergistically, with a projected net profit of 774 million yuan, 886 million yuan, and 1.058 billion yuan for 2025-2027, respectively [19][20]. - The company is focusing on strategic investments and acquisitions to enhance its capabilities in clinical materials and digital equipment, particularly in the biomedical materials sector [20]. Group 4: Yuhua Software (300339.SZ) - Yuhua Software achieved a revenue of 1.747 billion yuan in the first half of 2025, a year-on-year increase of 10.55%, while the net profit decreased by 29.43% to 60 million yuan. The company is actively promoting its innovative business [22][23]. - The company’s gross margin was 23.72%, down 2.36 percentage points year-on-year, but it has optimized its expense ratios, leading to improved operational efficiency [23][24]. - The revenue from innovative business segments reached approximately 368 million yuan, accounting for 21.07% of total revenue, indicating a growing contribution from new business areas [24]. Group 5: New Dairy Industry (002946.SZ) - New Dairy Industry reported a revenue of 5.526 billion yuan in the first half of 2025, with a net profit of 397 million yuan, reflecting a year-on-year increase of 33.8%. The company’s low-temperature strategy is showing significant results [48][49]. - The direct-to-consumer (DTC) model has driven growth, with revenue from this channel increasing by 23% to 3.39 billion yuan, representing 66.3% of total revenue [48][49]. - The company is focusing on core markets and has achieved stable growth in key regions, with a notable increase in high-end fresh milk sales [48][49].
广和通(300638):主业向好,端侧AI及机器人业务持续突破
Changjiang Securities· 2025-08-27 14:24
Investment Rating - The investment rating for the company is "Buy" and is maintained [6] Core Viewpoints - The company is expected to achieve a transformation from modules to complete solutions in the AI terminal field, particularly in AI toys and embodied intelligent robots, which will allow it to capture more value in the industry chain [2][4] - The company's revenue for the first half of 2025 is projected to be 3.707 billion yuan, a year-on-year decrease of 9.02%, with a net profit attributable to the parent company of 218 million yuan, down 34.66% [4] - Excluding the impact of Ruilin Wireless in 2024, the company's revenue and profit are expected to grow year-on-year in 2025 [2][4] Summary by Relevant Sections Industry Overview - DeepSeek has achieved cost reduction in model inference through algorithm and engineering innovations, significantly lowering training costs for large models, which may change the value distribution in the AI industry chain [2] - The smart module benefits from the increase in AI terminal deployment and the upgrade from 4G to 5G, leading to an increase in value [2] Company Performance - The company has seen a 23.49% year-on-year increase in revenue and a 6.54% increase in net profit when excluding the impact of Ruilin Wireless for the first half of 2025 [4] - The company is focusing on developing comprehensive solutions that integrate communication and computing, with a continuous increase in the revenue share from smart modules and solutions [4] Product Development - The company established the AIC product line in 2023 to focus on AI algorithms and hardware solutions for the robotics industry, achieving mass delivery of smart lawnmower solutions in 2024 [4] - Smart modules, which integrate computing and communication functions, are becoming a new growth direction, with applications in various fields such as the Internet of Vehicles and consumer electronics [4] Future Outlook - The company is expected to continue its growth trajectory in the AI terminal field, with projections for net profits of 510 million yuan, 670 million yuan, and 840 million yuan for 2025 to 2027, reflecting year-on-year changes of -24%, 31%, and 27% respectively [4]
美格智能:公司的无线通信模组、高算力AI模组等产品,可为机器人产品提供高速通信及端侧计算能力
Mei Ri Jing Ji Xin Wen· 2025-08-14 13:34
Group 1 - The core viewpoint of the articles highlights that Meige Intelligent (002881.SZ) is actively developing high-performance AI modules and communication technologies for robotics, aiming to enhance the capabilities of humanoid robots [1] - The company announced that its AI module, which boasts a processing power of 48 Tops, will be integrated into a humanoid robot prototype to be showcased at the 2025 CES [1] - The robotics sector is characterized as an emerging industry, with product development influenced by technological iterations, market conditions, and customer demands, indicating inherent uncertainties [1] Group 2 - An inquiry was made regarding whether Meige Intelligent has any products or components related to physical AI and humanoid robots, emphasizing the integration of AI with physical laws for advanced applications in robotics and automation [3]
移远通信:模组已深度应用于金融支付领域 包括数字货币支付场景
Xin Lang Cai Jing· 2025-08-06 10:43
Group 1 - The company has deeply applied its modules in the financial payment sector, including digital currency payment scenarios [1] - The company offers customized solutions to meet the high security, low latency, and multi-scenario adaptability requirements of the financial payment industry, supporting PCI PTS international certification to ensure the security and stability of digital payments [1] - The company will continue to focus on the development of the financial payment industry, aiding the large-scale implementation of emerging payment methods such as digital currencies [1]