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股价大涨!300503,最新披露机器人、商业航天领域业务情况
Zheng Quan Shi Bao· 2025-12-27 11:39
值得一提的是,在公告中,昊志机电特别提示了多重风险。其表示,公司留意到近期市场对于机器人、商业航天的热点概念关注度颇高。现阶段,公司主 轴类产品为公司核心收入来源,与此同时,公司正在积极开拓机器人、商业航天领域的业务,截至2025年9月30日,公司在机器人、商业航天领域的业务 合计占主营业务收入约1%。请投资者谨慎决策,注意投资风险。 在12月25日斩获"20cm"涨停的基础上,昊志机电(300503)12月26日再度大涨7.6%,最新报收46.72元/股。把时间拉长,近三个交易日,昊志机电累计涨 幅超过30%,总市值涨至144亿元。 在股价接连大涨的背景下,12月26日晚间,昊志机电发布股票交易异常波动公告称,公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生 较大影响的未公开重大信息。此外,公司目前经营情况正常,内外部经营环境未发生重大变化。经核查,公司、控股股东及实际控制人不存在关于公司的 应披露而未披露的重大事项,或处于筹划阶段的重大事项等。 值得一提的是,近期,昊志机电吸引了多家机构投资者前来调研,其中公司机器人业务是投资者关注的重点。 11月27日,昊志机电发布公告称,目前公司机器人业务 ...
昊志机电(300503) - 300503昊志机电投资者关系管理信息20251127
2025-11-27 10:22
Group 1: Company Overview and Product Lines - The company specializes in the R&D, manufacturing, sales, and maintenance of mid-to-high-end CNC machine tools, robots, and core components for new energy vehicles, recognized as a national high-tech enterprise [2][3] - Product offerings include CNC machine tool components such as spindles, rotary tables, linear motors, CNC systems, and encoders; robot components like harmonic reducers, DD motors, low-voltage servo drives, and torque sensors; and new energy vehicle components such as hydrogen fuel cell compressors [2][3] Group 2: Financial Performance - As of Q3 2025, spindle product sales reached 758 million CNY, a year-on-year increase of 30.32%, accounting for 66.31% of the main business revenue [2][3] - Sales revenue for functional components like rotary tables and reducers was 168.34 million CNY, up 15.69% year-on-year, representing 14.73% of total revenue [4] Group 3: Strategic Initiatives and Investments - The company has initiated a phased equipment procurement plan to enhance delivery capabilities and support future growth due to a significant increase in orders [3] - A joint venture, Hunan Haozhi Transmission Machinery Co., Ltd., was established to focus on linear guides and related components, with an investment of 232.26 million CNY [3][6] Group 4: Robotics and Technology Development - The company has developed a "N+1+3" structure in the robotics sector, focusing on core components and applications in various business scenarios [3] - Significant breakthroughs in harmonic reducer technology have been achieved, with precision improved by 66.7% and vibration control enhanced by 60% compared to international standards [5] Group 5: Market Expansion and Sales Strategy - The company actively participates in professional exhibitions and utilizes proactive marketing to enhance brand influence and attract customers [10] - The acquisition of Infranor Group has facilitated significant synergies in product technology and sales, expanding the company's international market presence [8][9] Group 6: Risks and Cautions - The core functional components of the robotics business currently have low sales revenue and are not expected to significantly impact overall performance [5] - Investors are advised to exercise caution regarding investment risks associated with the company's operations and market conditions [5]