来源：市场投研资讯 2025上半年扭亏为盈 （来源：预审IPO） 文/瑞财经 严明会 两位成都80后"超级蓝领"，成了机器人IPO热潮中的黑马。 据不完全统计，当前机器人行业有不少于20家企业向港交所递交了招股书。明星公司宇树科技、乐聚机 器人等也已进入IPO倒计时。 行业有多热，烧钱就有多猛。除了少数盈利企业外，大部分拟上市机器人企业仍在亏损中挣扎。 在遍地精英的机器人领域，刚刚向港交所递表的成都卡诺普机器人技术股份有限公司（以下简称：卡诺 普）显得有些"另类"，其创始人一位是技校生，另一位是专科生。 在他们的带领下，卡诺普在一众机器人同行中，率先实现了扭亏。 01 焊接机器人制造商老大 据招股书，卡诺普机器人是工业机器人公司，在成都建有生产基地，主营六轴工业机器人及四轴工业机 器人，应用于切割、打磨、精密加工、衝压、搬运与码垛、装配等场景。 根据弗若斯特沙利文报告，卡诺普在所有中国焊接机器人制造商中排名第一；按2024年收入计，卡诺普 机器人是中国最大的焊接机器人出口商。 | | | --- | | | | | 截至12月31日止年度 | | | | | 截至6月30日止六個月 | | | | --- | ...

证券代码：002917 证券简称：金奥博 深圳市金奥博科技股份有限公司 投资者关系活动记录表 编号：2025-006 投资者关 系活动类 别 □特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 ■其他（2025年度深圳辖区上市公司投资者网上集体接待日活动） 参与单位 名称及人 员姓名 通过"全景路演"网站、"全景财经"微信公众号或"全景路演"APP 参与本次 投资者网上集体接待日活动的投资者 时间 2025年11月20日 地点 "全景路演"网站（https://rs.p5w.net）、"全景财经"微信公众号、 "全景路演"APP 上市公司 接待人员 姓名 董事长、总经理：明刚；副总经理、董事会秘书：周一玲； 财务总监：崔季红；独立董事：肖忠良。 投资者关 系活动主 要内容介 绍 为进一步加强与投资者的互动交流，公司参加由深圳证监局和中证中小投 资者服务中心指导、深圳上市公司协会与深圳市全景网络有限公司联合举办的 "2025 年度深圳辖区上市公司投资者网上集体接待日活动"。本次活动采用网 络远程的方式举行，就公司经营情况、发展战略及投资者关心的问题与投资者 进行了互动交 ...

| 【端景】的【编纂】數目 : 【需要】股日股(说乎【编纂】(使與受而定) | | --- | | [编纂]數目 : [编纂]股H股(可于[编纂]) | | [編纂]數目 : [编纂]股H股(可于[编纂]及硯平[编纂]行使 | | 與否而定) | | 最高[编纂] : 每股H股[編纂]港元,另加1.0%經紀佣金、 | | 0.0027% 證監會交易徵費、0.00565% 聯交所 | | 交易費及0.00015% 管財局交易徵費(須於 | | 申請時以港元繳足,多繳股款可予退還) | | 面值: 每股H股人民幣0.10元 | | [编纂] : [编纂] | | 胸家保應人 · [編纂]·[编纂]· | | [编纂]及[编纂] | 瑞财经 严明会 11月17日，成都卡诺普机器人技术股份有限公司（以下简称：卡诺普）向港交所递表，国泰君安融资 有限公司为其独家保荐人。 卡诺普2012年成立时，李良军、朱路生、谷菲、曾兵以及邓世海5人是股东，分别持股40%、40%、8%、6%、6%。彼 时，李良军与朱路生持股相等，夏辉盛尚未加入公司。 2017年12月，公司设立常州鸿志作为员工持股平台，以激励及奖励其核心员工。接下来， ...

微成都报道 11月17日，成都卡诺普机器人技术股份有限公司（简称"卡诺普"）向港交所递交上市申请材料，启动港股IPO，联席保荐人为国泰海通、国泰君 安国际。 根据招股书，公司专注于设计、开发及制造工业机器人，主要包括六轴工业机器人及四轴工业机器人，并选择性地扩展至全系列协作机器人及具身智能机器 人。按2024年收入计，卡诺普是中国最大的焊接机器人出口商，客户累计超500家，产品已出口至东南亚、拉丁美洲、欧洲等多个国家和地区。 图据卡诺普公众号 在2025年8月举行的世界机器人大会期间，卡诺普发布工业轮式人形机器人"灵烁"与AI复合机器人"灵迅"。两款产品现场演示了跨场景切换能力，从焊接作 业无缝切换至打磨与质检。 在上述两款产品发布前，卡诺普已在多场景完成多模态具身工业机器人的试点应用，覆盖焊接、打磨、分拣等工业场景核心环节，形成可复制的解决方案。 这类机器人不仅具备视觉、力觉、语义融合的多模态感知能力，还能基于AI决策引擎进行自学习、自校准与任务规划。 股权结构方面，卡诺普创始人、实控人、CEO李良军持股16.41%。机构股东则包括北极光创投、兴富资本、钟鼎资本、齐芯投资、国弘纪元、天堂硅谷 等。A股机器人 ...

Core Viewpoint - Chengdu Kanop Robot Technology Co., Ltd. has submitted its listing application to the Hong Kong Stock Exchange, focusing on the design, development, and manufacturing of industrial robots, including six-axis and four-axis robots, with plans to expand into collaborative and embodied intelligent robots [1] Group 1: Company Overview - The company specializes in industrial robots, with a product matrix that includes three main categories: industrial robots, collaborative robots, and embodied intelligent robots [2] - Kanop's robots have a core advantage in welding and offer multifunctional capabilities such as cutting, grinding, precision machining, stamping, handling, palletizing, and assembly [2] - The company aims to perform repetitive and high-precision tasks across various industries, including metal and machinery processing, automotive parts, electronics, new energy, consumer goods, and healthcare [2] Group 2: Market Position - According to Frost & Sullivan, Kanop ranks first among all Chinese welding robot manufacturers based on projected revenue for 2024, and also leads in key segments such as laser welding and cutting robots [2] - The company is positioned as a leader in the application of robots in the metal and machinery processing industry among Chinese enterprises [2] Group 3: Financial Performance - The company's revenue for 2022, 2023, 2024, and the first half of 2025 was approximately 197 million, 222 million, 234 million, and 156 million respectively, with net profits of about 28.27 million, 1.69 million, -12.94 million, and 8.44 million [2] - The proportion of revenue from overseas markets for the same periods was 15.6%, 19.0%, 10.5%, and 9.1% respectively [2] Group 4: R&D Expenditure - R&D expenditures for 2022, 2023, 2024, and the first half of 2025 were approximately 34 million, 36 million, 36 million, and 18 million, representing 17.1%, 16.2%, 15.4%, and 11.6% of total revenue respectively [4] - The company serves a diverse customer base across multiple industries, including metal and machinery processing, automotive parts, electronics, new energy, consumer goods, and healthcare [4] Group 5: Supplier Relationships - Revenue from the top five customers for 2022, 2023, 2024, and the first half of 2025 was approximately 44 million, 43 million, 41 million, and 30 million, accounting for 22.3%, 19.2%, 17.5%, and 19.3% of total revenue respectively [4] - The company’s procurement from the top five suppliers for the same periods was approximately 74 million, 60 million, 51 million, and 57 million, representing 46.3%, 48.5%, 40.7%, and 43.8% of total procurement respectively [4]

按产品类型划分，公司收益主要来自焊接机器人业务。2022年至2024年及2025年上半年，六轴工业机器 人为其贡献超8成收入。期间，焊接机器人的收入占比分别为63%、56.1%、52.2%、55%。 | | | | 截至12月31日止年度 | | | | | 最全6月38日止六餐月 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 2022年 | | 2023年 | | 2024年 | | 2024年 | | 2025年 | | | | 人民警手元 | 18 | 人民警干元 | g | 人民警手元 | S | 5 人民警于元 | | 人觉得手元 | 1 | | | | | | | | | (法案書機) | | | | | 產品的第售 | | | | | | | | | | | | (0 工基楼器人 | | | | | | | | | | | | 一六重 | | | | | | | | | | | | 一景度 | 124,366 | 63.0 | 124,738 | રું | 122,274 | 52.2 ...

Core Viewpoint - Gree Electric Appliances is showcasing its strategic transformation from a consumer electronics manufacturer to a diversified, technology-driven global industrial manufacturing group at the 25th China International Industry Fair in Shanghai [1][4]. Group 1: Technological Innovation and Product Offerings - Gree's intelligent equipment covers various sectors including automotive, new energy, and 3C electronics, demonstrating its commitment to technological innovation [1][7]. - The company has developed a range of high-tech products, including six-axis industrial robots and mobile welding workstations, which are capable of performing complex manufacturing tasks [5][7]. - Gree has applied for a total of 4,981 patents, including 3,226 invention patents, showcasing its strong focus on research and development [11]. Group 2: Social Responsibility and Environmental Initiatives - Gree initiated a live demonstration of water purification using its technology, emphasizing its commitment to social responsibility and environmental sustainability [1][2]. - The event highlighted Gree's goal to ensure that water from the Yellow River and other sources can be purified and made safe for consumption through its products [2]. Group 3: Industry Position and Future Outlook - Gree's entry into the industrial equipment sector is seen as a significant move, especially as many companies shy away from high-investment areas like manufacturing [9]. - The company aims to lead the transition from low-cost competition to quality and technology-driven competition, contributing to China's goal of becoming a manufacturing powerhouse [11]. - Gree's future plans include further empowering the intelligent transformation of manufacturing and introducing more world-leading technologies and products [11].

Group 1 - The export value of industrial robots in Jiangsu reached 1.26 billion yuan in the first eight months, representing a year-on-year increase of 74.6% [1] - Jiwu Intelligent Technology Co., Ltd. exported over 10 million yuan worth of autonomous mobile intelligent robots to markets in Europe, America, and Southeast Asia, with a year-on-year growth of 250% [1] - The company emphasizes its strong R&D capabilities and aims to enhance production efficiency by addressing industry pain points through technologies like ecological linking, collaborative intelligence, and digital twins [1] Group 2 - Yili Tai Technology (Jiangsu) Co., Ltd. exported robotic arms and components worth 606.94 million yuan from March to August, marking a new growth point since entering overseas markets [2] - The company achieved AEO certification, which has improved logistics efficiency and reduced operational costs, leading to a significant increase in competitiveness [2] - Exports of industrial robots from Yizhimai Precision Machinery (Suzhou) Co., Ltd. more than doubled year-on-year in the first eight months of this year [2]

Core Viewpoint - Company focuses on high-end intelligent manufacturing and core control technology for industrial robots, with extensive experience in research and application [1] Group 1: Company Overview - Company specializes in the research and application of core control technologies and equipment for industrial robots [1] - Key technologies developed include motion controllers, visual navigation systems, and laser navigation systems [1] - Main robot products include six-axis industrial robots, parallel robots, collaborative robots, SCARA robots, column robots, and visual navigation AGV intelligent transfer vehicles [1] Group 2: Industry Applications - Company has successfully applied its robots in the civil explosives industry and has expanded applications to food, packaging, and fine chemicals sectors [1] - Currently, the company does not engage in humanoid robot business [1]

Group 1 - The 25th China International Industry Fair is being held in Shanghai, attracting 3,000 exhibitors from 28 countries and regions, including nearly 300 Fortune 500 companies and over 700 "specialized, refined, and innovative" enterprises, highlighting the themes of high-end, intelligent, and green development [1][4] - The fair aims to build an open and collaborative intelligent industry ecosystem, providing Chinese solutions for global industrial transformation and upgrading [2][4] - This year's fair features three major special exhibitions and nine industry-themed exhibitions, showcasing the latest products and cutting-edge achievements across the entire industrial chain, including CNC machine tools, industrial automation, new energy, and robotics [4][5] Group 2 - Thousands of new technologies and products are being launched at the fair, including artificial intelligence robots, green low-carbon solutions, and industrial internet innovations, which are expected to drive economic growth [7][19] - The fair showcases a "flexible intelligent manufacturing" model, presenting a new vision for intelligent production, including a six-axis industrial robot capable of multi-functional processing [15][8] - Exhibitors are establishing collaborative intelligent systems centered around "embodied industry," integrating robotic arms, humanoid robots, wheeled robots, and multi-legged robots [16][18]