证券日报网讯12月31日，天奇股份（002009）在互动平台回答投资者提问时表示，公司机器人业务专注 于提供领先的具身智能机器人应用解决方案，涵盖机器人本体研发制造、工业场景规模化交付、垂类模 型开发与机器人实训、具身智能数据采集，推动"场景-数据-模型-应用"闭环实现，系统构建具身智能产 业化生态体系，为客户提供多样化具身智能应用落地解决方案。公司机器人业务定位与国家政策、产业 发展方向高度契合。未来，基于公司在汽车制造装备领域的行业地位、客户资源、工艺技术积累、项目 经验等优势，结合公司在具身智能领域的产业生态布局、真机数据积累、机器人规模化落地等优势，将 为汽车制造场景提供高质量的"具身智能+"解决方案。 ...

Business Overview - The company focuses on three main business areas: automotive intelligent equipment, lithium battery recycling, and robotics [2] - Intelligent equipment is the cornerstone of the company's performance, while lithium battery recycling represents future sustainable development [2] Lithium Battery Recycling - The lithium battery recycling business includes battery recovery, secondary utilization, and recycling [2] - The company has a processing capacity of 100,000 tons of waste lithium batteries, with 50,000 tons for ternary batteries and 50,000 tons for iron-lithium batteries [2] - The company is a leading enterprise in the recycling industry, with advanced recovery processes and product quality [2][3] Market Challenges and Developments - The lithium battery recycling industry faces challenges such as insufficient raw material supply and underutilized capacity [3] - However, the company has seen a turnaround in gross profit due to rising metal prices and improved operational efficiency [3] - The company is actively developing a lithium battery recycling system covering both domestic and international markets [3] International Expansion - The company plans to establish a production base in Thailand to leverage favorable investment and tariff policies [4] - This base will support market development in Southeast Asia and enhance the company's global competitiveness [4] Robotics Business - The robotics business focuses on providing advanced embodied intelligent robot application solutions [5] - A joint venture with Beijing Galaxy General Robot Co., Ltd. aims to advance the application of intelligent robots in industrial manufacturing [5] - Another joint venture with Shenzhen Youbixun Technology Co., Ltd. focuses on developing end-to-end unmanned logistics solutions [6][7]

Group 1 - The company reported a revenue of HKD 32.44 million for the six months ending September 30, 2025, with the robotics and computing business generating approximately HKD 26.70 million [1] - The geothermal energy business contributed around HKD 2.40 million, while interest income from lending activities was about HKD 0.20 million [1] - The company aims to leverage Hong Kong as a base to expand globally, focusing on providing comprehensive embodied intelligent robot application solutions [1] Group 2 - The company plans to integrate artificial intelligence with embodied intelligent robotics in wellness real estate projects, targeting regions such as the Greater Bay Area, Tianjin, and Zhejiang [2] - The focus will be on delivering a full suite of future community living service solutions, including the construction of wellness communities with embodied robots [2]

Core Viewpoint - The company focuses on providing advanced embodied intelligent robot application solutions, aiming to establish a comprehensive ecosystem for the industrialization of embodied intelligence [1] Group 1: Business Focus - The company's robot business includes the research and manufacturing of robot bodies, development of embodied intelligent application models, and data collection for embodied intelligence [1] - The company aims to achieve a closed-loop system of "scene-data-model-application" to enhance the implementation of embodied intelligent applications [1] Group 2: Market Applications - The company has provided embodied intelligent robot application solutions to multiple clients across various sectors, including automotive manufacturing, component manufacturing, lithium battery production, 3C manufacturing, unmanned retail, and urban cultural tourism [1] Group 3: Strategic Partnerships - The company has established a significant strategic partnership with UBTECH Robotics to collaborate on the application of biped robots in industrial manufacturing, particularly in unmanned logistics solutions [1]

Core Viewpoint - The company reported significant growth in revenue and net profit for the first three quarters of 2025, driven by its automotive intelligent equipment business and improvements in other sectors [5][6]. Financial Performance - The company achieved a consolidated revenue of 1,964.41 million yuan and a net profit attributable to shareholders of 67.20 million yuan, marking a substantial year-on-year increase [5]. - The intelligent equipment business generated sales of 1,267.19 million yuan, accounting for 64.51% of total revenue, with a year-on-year revenue increase of 24.87% [6]. - The lithium battery recycling business reported sales of 250.92 million yuan, a decrease of 43.51% year-on-year, but with a significant reduction in losses and a positive gross margin [8]. Business Segments Intelligent Equipment Business - The intelligent equipment segment is experiencing robust growth, with ongoing projects for major clients such as BMW and BYD, and a backlog of orders totaling 1.2 billion yuan, with 38.04% from overseas projects [6][7]. - The overall market for new energy vehicles in China remains strong, with production and sales increasing by 35.2% and 34.9% respectively in the first nine months of 2025 [6]. Lithium Battery Recycling Business - The company faced challenges in the lithium battery recycling sector due to unstable raw material supply and underutilization of capacity, but recent regulatory changes may improve profitability [8][9]. - A strategic partnership with Yiwei Lithium Energy aims to create a closed-loop system for lithium battery lifecycle management, enhancing the company's competitive edge [8]. Robotics Business - The company is focusing on embodied intelligent robotics solutions for industrial manufacturing, with recent collaborations for technology development and application [10]. Asset Impairment and Financial Adjustments - The company has recognized asset impairment losses totaling 28.82 million yuan for the first three quarters of 2025, impacting the total profit but not affecting cash flow [22][28]. - The board approved the impairment losses and the write-off of uncollectible receivables, ensuring compliance with accounting standards [30][28]. Project Updates - The company announced a delay in the completion of its lithium battery recycling project, extending the expected operational date to November 2026 due to market conditions and project complexities [33][37]. - The decision to delay was made to optimize resource allocation and ensure the project's long-term viability without altering the project's scope or funding [39][40].