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安克创新:目前公司机器人业务仍主要集中在二维平面应用领域
Mei Ri Jing Ji Xin Wen· 2025-12-12 12:32
安克创新(300866.SZ)12月12日在投资者互动平台表示,公司在机器人业务上沿既定战略推进,持续 整合感知、规划、交互等核心技术栈,并依托广泛的用户数据和使用场景提升商业化能力,推动产品快 速迭代与优化,以更好满足用户需求。公司将通过"三步走"战略实现机器人业务的整体目标:第一阶段 聚焦二维基础型机器人,如扫地机器人、割草机器人等;第二阶段布局三维移动型机器人;第三阶段为 三维交互型机器人。目前,公司产品仍主要集中在二维平面应用领域,后续将根据技术演进和市场需 求,逐步推动更高维度的产品落地。 (记者 曾健辉) 每经AI快讯,有投资者在投资者互动平台提问:董秘好!作为长期关注公司的投资者,已知公司规 划"二维感知-三维移动-三维交互"的机器人战略,其中三维交互型包含人形/类人形机器人。想请教: 1)公司人形机器人当前的技术研发重点是否聚焦具身智能算法、核心零部件(如伺服电机、传感器) 等关键领域?2)底层技术栈搭建已推进至哪一阶段,是否有与高校或外部机构的技术合作?3)该业务 的中长期战略目标(如落地场景、量产规划)是否有明确时间表? ...
工位不够用的安克创新:浅海竞渡
Core Insights - Anker Innovations has experienced rapid growth, with a market capitalization reaching 60 billion yuan, significantly outperforming competitors like Ugreen Technology and Yingshi Innovation [2] - The company generated revenue of 24.71 billion yuan in 2024, marking a year-on-year increase of 41.14%, with net profit also growing by nearly 30% [3] - Anker's product categories are expanding beyond power banks, with energy storage, home automation, and smart audio being key segments [2][3] Revenue Breakdown - The energy storage segment accounted for nearly 50% of Anker's revenue in 2024, totaling 12.67 billion yuan, with the single energy storage business generating 3.02 billion yuan, a remarkable year-on-year growth of 184% [5] - Anker's successful entry into the household energy storage market is attributed to its innovative products, particularly the Sunshine Energy series, which has achieved the highest sales globally [5][6] Strategic Approach - The founder, Yang Meng, emphasizes a "shallow sea" strategy, focusing on product categories with sales scales below 50 billion USD, allowing for efficient resource allocation and rapid product iteration [4][7] - Anker has invested over 1.7 billion yuan in research and development, with 70% of its workforce dedicated to R&D [7] Employee and Profit Sharing - Anker is committed to profit sharing, distributing 797 million yuan in cash dividends, which represents 37.71% of its net profit, and awarding 800 million yuan in bonuses to employees [12][13] - The company maintains a flat organizational structure, with a significant number of employees earning over 1 million yuan annually, reflecting high efficiency [13][15] Business Model - Anker's business model focuses on capturing high-value segments of the supply chain, engaging in R&D, development, and brand operations while outsourcing production [15] - The company has a flexible manufacturing strategy, allowing it to switch production across various locations to mitigate risks associated with unstable tariff policies [15]