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鼎智科技(873593) - 投资者关系活动记录表
2025-05-09 12:05
投资者关系活动记录表 本公司及董事会全体成员保证公告内容的真实、准确和完整,没有虚假记载、 误导性陈述或者重大遗漏,并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、 投资者关系活动类别 证券代码:873593 证券简称:鼎智科技 公告编号:2025-054 江苏鼎智智能控制科技股份有限公司 □路演活动 □其他 二、 投资者关系活动情况 □特定对象调研 √业绩说明会 □媒体采访 □现场参观 □新闻发布会 □分析师会议 公司在业绩说明会上就投资者关心的问题进行了回答,主要问题及回复情况 如下: 问题 1、截止目前用于人形机器人线性执行器、无刷空心杯电机、无框力矩电机 及模组等机器人领域接到多少订单? 回答:投资者您好,公司持续深耕微型精密运动控制产品领域,拓展产品的细分 应用领域,加速全球生产与销售网络建设,从零部件制造商升级为精密运动控制 系统集成商,重点开发机器人、新能源、以及半导体等工业自动化市场。目前人 形机器人零部件产品处于研发和送样测试阶段,尚未大批量供货,未来发展存在 较大不确定性。如果有重大进展,公司会及时履行信披义务。感谢您对公司的关 注! 问题 2、鼎智是否有在墨西哥建厂的计 ...
鼎智科技(873593):北交所信息更新:丰富人形机器人零部件产品矩阵,获得人形机器人产业大会两大奖项
KAIYUAN SECURITIES· 2025-03-16 13:14
Investment Rating - The investment rating for the company is "Outperform" (maintained) [3] Core Views - The company is expected to generate revenue of 225 million yuan in 2024, a decline of 20.48% year-on-year, with a net profit of 41 million yuan, down 49.32% year-on-year. The decline is attributed to increased R&D expenses [4] - The company is actively expanding its product matrix in humanoid robot components and has received two awards at the humanoid robot industry conference [6] - The market for humanoid robot components is expected to grow significantly, with key components such as lead screws and motors being crucial for the development of humanoid robots [5] Financial Summary - The total market capitalization of the company is 7.75 billion yuan, with a circulating market capitalization of 6.65 billion yuan [3] - The company's revenue and net profit forecasts for 2024-2026 are 225 million yuan, 257 million yuan, and 315 million yuan, and 41 million yuan, 58 million yuan, and 71 million yuan respectively [4][8] - The company's P/E ratios for 2024, 2025, and 2026 are projected to be 189.1, 134.3, and 109.0 respectively [4][8]