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仿生灵巧手系列产品DM17与LM06
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兆威机电(003021):业绩快速增长 汽车电子、人形机器人助力需求快速发展
Xin Lang Cai Jing· 2025-09-12 12:37
Core Viewpoint - The company reported strong financial performance in the first half of 2025, with significant year-on-year growth in revenue and net profit, driven by the increasing demand for micro transmission systems and advancements in various sectors such as automotive and artificial intelligence [1][2][3]. Financial Performance - The company achieved a revenue of 787 million yuan in the first half of 2025, representing a year-on-year increase of 21.93% - The net profit attributable to shareholders was 113 million yuan, up 20.72% year-on-year - The non-recurring net profit was 96.7 million yuan, reflecting a growth of 33.39% year-on-year [1][2][3]. Business Segmentation - Micro transmission systems generated revenue of 498 million yuan, a year-on-year increase of 20.51%, accounting for 63.25% of total revenue - Precision parts revenue reached 239 million yuan, growing 16.25% year-on-year, making up 30.44% of total revenue - Revenue from precision molds and other segments was 50 million yuan, with a remarkable growth of 88.52%, contributing 6.31% to total revenue [3]. Profitability Metrics - The company's gross margin stood at 31.97%, an increase of 0.74 percentage points year-on-year - The net profit margin was 14.4%, a slight decrease of 0.14 percentage points year-on-year - The non-recurring net profit margin improved to 12.29%, up 1.05 percentage points year-on-year - The increase in gross margin and non-recurring net profit margin was primarily due to a rise in the gross margin of precision parts by 5.82 percentage points and a slight decrease in operating expenses, particularly in R&D costs [3]. Industry Trends and Developments - The rapid development of electric vehicles and artificial intelligence is driving demand in the micro transmission and micro drive sectors, with trends towards smart, digital, green, miniaturized, high-speed, customized, and diversified solutions - The company has established long-term partnerships with key automotive clients such as Bosch, BYD, and Li Auto, achieving significant progress in providing precision components and transmission systems for various automotive applications [4]. - The company has made breakthroughs in humanoid robot technology and has launched innovative products like the DM17 and LM06, which cater to diverse operational needs [5]. Future Outlook - The company forecasts revenues of 1.866 billion yuan, 2.34 billion yuan, and 2.977 billion yuan for 2025 to 2027, with net profits of 273 million yuan, 355 million yuan, and 465 million yuan respectively, indicating a positive growth trajectory [7].
兆威机电(003021):25Q2归母净利润高速增长
HTSC· 2025-08-28 09:04
Investment Rating - The investment rating for the company is maintained as "Buy" [1] Core Views - The company reported a significant growth in net profit attributable to shareholders, with a 20.72% year-on-year increase in H1 2025, reaching 113 million RMB, and a 52.28% increase in Q2 2025, amounting to 59 million RMB [1] - The company is expanding its product lines in the precision transmission field and is actively entering emerging sectors such as humanoid robotics and medical technology, showcasing strong technical capabilities [2][4] - The gross margin for H1 2025 was 31.97%, reflecting a year-on-year increase of 0.74 percentage points, while the net margin slightly decreased by 0.14 percentage points to 14.40% [3] Revenue and Profitability - In H1 2025, the company achieved revenues of 787 million RMB, a 21.93% increase year-on-year, with Q2 revenues reaching 419 million RMB, up 25.93% [1] - The revenue breakdown by business segment shows that micro transmission systems, precision injection parts, and precision molds generated revenues of 498 million RMB, 239 million RMB, and 50 million RMB respectively, with year-on-year growth rates of 20.51%, 16.25%, and 88.52% [2] Innovation and Product Development - The company is leveraging a collaborative innovation system to enhance the integration of transmission systems, micro-motor systems, and electronic control systems, successfully developing key technologies [4] - New product launches include the DM17 and LM06 bionic dexterous hand series, designed to meet diverse application needs with advanced features [4] Financial Forecast and Valuation - The company’s projected net profits for 2025-2027 are 254 million RMB, 315 million RMB, and 393 million RMB respectively, supported by its technological advancements and product diversification [5] - The estimated revenue for 2025 is 1.945 billion RMB, reflecting a growth rate of 27.57% compared to 2024 [11]
兆威机电:二季度业绩增长加速,积极推进全球战略布局
在备受关注的机器人领域,兆威机电于2025年7月发布新一代仿生灵巧手系列产品DM17与LM06,通过 差异化设计满足多元场景需求。DM17依旧采用全直驱方案,集成了微型减速器、电机、控制单元及电 子皮肤传感器等,具备17个主动自由度,通过多关节多层级力位协同的柔顺控制,可执行更为复杂精细 的动作;LM06采用连杆方案,具备6个自由度,具备20公斤级抓握负载,可满足高强度作业场景需求。 公司披露,苏州兆威驱动产业园主体工程有序推进,目前已进入装修收尾阶段。同时美国兆威与德国兆 威稳步运营,配合德国兆威,为公司全球扩张奠定了坚实基础。(文穗) (文章来源:证券时报网) 8月27日晚间,兆威机电(003021.SZ)披露半年度报告,上半年公司实现营业收入7.87亿元,同比增长 21.93%;归母净利润1.13亿元,同比增长20.72%。其中第二季度营业收入4.19亿元,同比增长25.93%; 归母净利润5856.12万元,同比增长52.28%。上半年公司研发投入8140.08万元,保持稳步增长。 兆威机电是全球领先的微型传动及驱动系统解决方案提供商,产品广泛应用于智能汽车、消费及医疗科 技、先进工业及智造、机器人四 ...