云霞系列高速SCARA机器人
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新时达(002527) - 2025年10月31日投资者关系活动记录表
2025-10-31 08:42
Group 1: Financial Performance - Q3 revenue reached 1.01 billion CNY, a year-on-year increase of 34.94% [1] - Net profit attributable to shareholders was 2.48 million CNY, marking a turnaround with a year-on-year growth of 110.51% [1] Group 2: Business Segments - The company operates in three main business areas: elevator control products and systems, robotic products and systems, and general control and drive products and systems [1] - The humanoid robot has been deployed in Haier's Chongqing refrigerator factory, with ongoing training in real scenarios [1] Group 3: Product Development - New products showcased include AI intelligent welding workstations and various collaborative robots [2] - The company is developing multiple industry-specific robot programming solutions, with expected product launches this year [2] Group 4: Strategic Initiatives - The company aims to enhance operational efficiency and financial performance through management reforms, supply chain optimization, and brand empowerment [2] - Ongoing efforts to issue stocks to specific investors are in progress, pending approval from regulatory authorities [2]
2025工博会落幕,新时达STEP 2.0战略引领智能制造新篇章
Zhong Guo Jin Rong Xin Xi Wang· 2025-09-29 08:23
Core Insights - The article highlights the strategic upgrade of the company, New Times, as it transitions from a "product manufacturer" to a "scene solution provider" during the 25th China International Industry Fair [1][12] - The company emphasizes a dual focus on "technological innovation + scene innovation" to leverage its 30 years of experience in industrial automation and the global resources of Haier [1][12] Strategic Upgrade - New Times officially launched its STEP 2.0 strategy, marking a new development phase coinciding with its 30th anniversary and integration into the Haier ecosystem [1] - The collaboration with Haier will focus on three main areas: promoting embodied intelligence industrialization through over 160 manufacturing centers, enhancing brand channel capabilities via a global supply chain network, and creating a closed loop of "software + hardware + platform" through IT and OT integration [3] New Product Launch - During the product launch on September 24, New Times showcased seven intelligent workstations, demonstrating its technological strength in smart manufacturing [3] - The AI teaching-free intelligent welding workstation achieves a weld seam recognition rate of 99.9% and improves production efficiency by 30%, particularly suitable for shipbuilding and steel structure welding [3][5] - The collaborative robot intelligent welding workstation reduces programming time by 50% and lessens reliance on highly skilled welders, featuring a new series of collaborative robots with payloads ranging from 3kg to 12kg [5] - The Yunxia series high-speed SCARA robots set new benchmarks for high-speed precision assembly in industries such as new energy lithium batteries and 3C electronics, with a standard cycle time of 0.24 seconds and a positioning accuracy of ±0.015mm [7] - The fully autonomous wafer transfer robot series, with a 30% reduction in size and sub-micron level positioning accuracy, supports the localization of semiconductor equipment [9] - The AS800-G4 high-voltage inverter provides systematic energy-saving solutions for high-energy consumption scenarios like smart buildings and data centers [9] Ecosystem Collaboration - At the "Embodied Co-Progress, Ecological Coexistence" forum, New Times partnered with several industry players to discuss the development of embodied intelligence technology and ecosystem building [10] - The CEO emphasized leveraging 30 years of technological accumulation and Haier's ecological advantages to promote deep integration of "AI + Robot" [10] - New Times signed a comprehensive cooperation agreement with Alibaba Cloud to advance embodied intelligence cloud training and simulation testing, and established an embodied intelligence ecological alliance with other companies [10] Future Outlook - The launch of STEP 2.0 signifies New Times entering a new phase driven by "Haier empowerment + AI" [12] - The company aims to deepen its full-stack self-research technology advantages and promote the large-scale implementation of embodied intelligence technology across various industries, contributing to China's advancement in the global value chain of smart manufacturing [12]