低碳电磁加热轮胎硫化系统

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调研速递|巨轮智能装备股份有限公司接受投资者调研,高端产业装备与减速器成关注焦点
Xin Lang Cai Jing· 2025-09-22 13:34
Core Insights - The company held an earnings briefing on September 19, discussing its advancements in high-end industrial equipment and strategic collaborations [1] Group 1: High-End Industrial Equipment Development - The company is expanding its product range and enhancing performance to attract customers in the high-end industrial equipment sector [1] - The XT reducer developed for humanoid robots meets lightweight requirements, improving rigidity, precision, and lifespan [1] - The chairman was elected as a director of the Guangdong Artificial Intelligence and Robotics Industry Alliance, contributing to industry development [1] Group 2: Collaborations and Market Expansion - The company is strengthening communication with OPS and has established a joint venture to develop local machine models [1] - Multiple high-standard projects are expected to be awarded in the first half of 2025, with joint development of CNC equipment for the planetary roller screw industry [1] Group 3: Technological Innovations - The company launched an "Intelligent Servo Hydraulic Vulcanizing Machine" to align with the trends of intelligent and green tire vulcanization, offering higher precision and lower energy consumption [1] - A low-carbon electromagnetic heating tire vulcanization system was also introduced to support tire vulcanization upgrades [1] Group 4: R&D Investments - R&D investment reached 18.09 million yuan in the first half of 2025, a year-on-year increase of 17.08% [1] - The focus is on digitalization, intelligence, and greening, with several high-end technology R&D projects underway [1] Group 5: Automotive Tire Equipment Business - The company is recognized as a leading intelligent equipment provider, aiding domestic tire manufacturers in expanding into Southeast Asia [1] - It has been designated as a "Key Backbone Mold Enterprise" in China [1] Group 6: Emerging Tire Mold Market - The company is developing new structural molds and process technologies to meet the demands of high-performance and new energy vehicle tires [1] - Electric heating tire molds are also in development, with plans for trial production [1] Group 7: Reducer Developments - The XT reducer is undergoing refinement and lightweight development, with over 40 models certified for robot reducers [1] - More than half of the models have received positive feedback from customers [1] - The reducer can handle loads from 6 kg to 900 kg, with many models already in trial use and procurement [1] Group 8: Financial Performance - The company reported revenue of 412 million yuan in the first half of the year, with a year-on-year decline in sales and gross profit due to economic conditions [1] - The company remains committed to high-quality development in high-end industrial equipment [1] Group 9: Financial and Risk Management - The company maintains good cooperation with financial institutions and has a repayment plan for interest-bearing debts, indicating controllable financial risks [1] - The company aims to continue its transformation and upgrade in the second half of the year to solidify traditional industries and enhance performance [1] Group 10: Other Relevant Issues - Currently, there are no collaborations established with Yushu Technology or Huawei [1] - The stock price is influenced by various factors, and shareholder stock pledges are personal actions [1] - The testing and mass production progress of the XT reducer is ongoing, with customer collaboration information to be disclosed publicly [1]
巨轮智能(002031) - 002031巨轮智能投资者关系管理信息20250922
2025-09-22 12:28
Group 1: Company Performance and Financials - In the first half of 2025, the company achieved operating revenue of 412 million, reflecting a decline in sales revenue due to global economic slowdown and trade barriers [8] - R&D investment in the first half of 2025 was 18.09 million, an increase of 17.08% year-on-year [5][10] - The company is focused on maintaining a healthy and stable development trajectory despite challenges [8][10] Group 2: Product Development and Innovations - The company has made significant advancements in the development of the XT reducer, which is designed for humanoid robots, enhancing rigidity, precision, and lifespan [3][12] - The introduction of the "smart servo hydraulic vulcanizing machine" aims to meet the increasing demands for high efficiency and energy-saving in tire manufacturing [4][5] - The company has developed several new structures for tire molds to meet the rising standards of high-performance and electric vehicle tires [5] Group 3: Market Position and Collaborations - The company has established a joint venture with OPS to develop localized machine models for the Chinese market, targeting new growth opportunities [3] - The company has been recognized as a key backbone mold enterprise by the China Mold Industry Association [5] - The XT reducer has received CR product certification, making the company one of the first in China to achieve this, enhancing its competitive edge in the market [12] Group 4: Future Outlook and Challenges - The company is actively seeking to address short-term debt risks and ensure cash flow stability through established relationships with financial institutions [9] - There are ongoing efforts to enhance product performance and expand market reach, particularly in the humanoid robot sector [8][12] - The company aims to continue its transformation towards high-end industrial equipment while solidifying its traditional business foundations [10]
巨轮智能2024年实现营收9.82亿元,传统与新兴业务双发展
Xin Lang Cai Jing· 2025-04-25 01:36
在智能装备制造业务,公司智能伺服硫化机与机器人核心部件及成套装备等均实现增长,公司不断拓展 与工业机器人本体制造企业、自动化企业的合作,逐步打开国产减速器应用市场。据了解,公司RV减 速器在高精度、高稳定性、耐久性和一致性等方面均可以达到"国产化替代"进口水平,是打破高精密 RV减速机国外品牌垄断的优质"国产制造"。目前,公司RV减速器主要应用于20公斤及以上的多关节工 业机器人、工业机器人外部轴、数控机床高精密转台等,包括E系列、C系列和T系列,品种发展到30多 个,满足6KG至600KG主流机器人应用,技术品质较高、规格较齐全。 人形机器人作为RV减速器的重要潜力市场,公司长期密切关注市场发展和行业趋势。报告期内,公司 对适应于人形机器人的RV减速器进行研发、试制。公司最新研发的可适用于人形机器人的XT减速器产 品,样机已经装配完成,目前正在进行内部检测,尚未量产。 当前减速器企业正处于快速发展与技术创新的关键时期,公司将通过加大研发投入、拓展产品线、优化 生产流程以及深化市场布局,不断提升公司在机器人关键零部件的技术实力和市场竞争力。 展望未来,公司硫化机订单将驱动公司业绩稳定增长, RV减速器国产化将 ...