具身智能物流机器人

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诺力股份:以具身智能机器人叩响智慧物流未来之门
Zhong Guo Zheng Quan Bao· 2025-07-22 21:05
Core Viewpoint - The company, Noli Co., has experienced significant growth in revenue from over 1 billion yuan in 2015 to nearly 7 billion yuan in 2024, driven by advancements in intelligent logistics and embodied intelligence technology [1] Group 1: Company Overview - Noli Co. was established in 2000 and specializes in intelligent logistics system solutions, offering a full range of products including forklifts, intelligent warehouses, AGV systems, and supply chain management software [1][2] - The company went public on the Shanghai Stock Exchange in 2015 and has since invested in the development of AGV technology, which has laid a strong foundation for future advancements in embodied intelligent logistics robots [2] Group 2: Technological Advancements - The market demand for flexible and intelligent logistics systems is growing at an annual rate of 25%, presenting a unique opportunity for industry transformation [1] - Noli Co. has developed advanced AGV products, such as the APT15 and PS15-CB, which have won awards in global competitions, showcasing their technological capabilities [2] - The company aims to enhance embodied intelligent robots by focusing on three key areas: multi-modal perception technology, optimization of planning algorithms, and overcoming mechanical and drive technology limitations [3] Group 3: Strategic Collaborations - In April, Noli Co. signed a strategic cooperation agreement with Zhejiang University to establish a laboratory that combines academic expertise with industrial experience to accelerate technological breakthroughs [3][4] - The company has made strategic acquisitions in 2016 and 2020 to strengthen its position in the intelligent logistics sector, enabling it to offer comprehensive solutions from smart forklifts to large-scale logistics systems [4] Group 4: Future Directions - Noli Co. is committed to investing 70% of its funds into upgrading traditional business operations while allocating 30% to emerging robotics ventures, ensuring stable revenue while pursuing innovation [4] - The company envisions embodied intelligent robots as a core component of future logistics, capable of addressing complex industrial environments that are challenging for human workers [4][5] - Noli Co. aims to build a collaborative ecosystem in the logistics industry, advocating for partnerships among manufacturers, research institutions, and software developers to create integrated solutions [6]
诺力股份: 诺力股份投资者活动记录表(2025-001)
Zheng Quan Zhi Xing· 2025-06-25 17:22
Group 1 - The company, Noli Intelligent Equipment Co., Ltd., has established itself as a leader in the light and small handling vehicle industry, winning a significant anti-dumping case in 2005, which solidified its position globally [1] - The company has expanded its operations internationally by establishing factories in Malaysia and Vietnam in 2013 and 2019, respectively, and has made strategic acquisitions, including Wuxi Zhongding in 2016 and French Savoye in 2020 [1] - Current revenue is approximately 7 billion, with forklifts and integrated solutions each accounting for about half of the total revenue [1] Group 2 - The company is focusing on the development of embodied intelligent logistics robots in collaboration with Singapore's Advanced Manufacturing and Technology Centre and Zhejiang University [2] - The company has consistently advanced in the material handling industry, evolving from handling machinery to Automated Guided Vehicles (AGVs) in 2015, and now to embodied intelligent logistics robots [2] - The market for unmanned forklifts is growing due to the large-scale localization of components, which has reduced costs and improved quality, allowing for the replacement of overseas core components [2] Group 3 - The company has established an AGV division since 2015, which has developed stable operations in various industries such as steel, pharmaceuticals, food, and copper foil [2] - The company aims to expand its presence in the lightweight unmanned vehicle market, which is becoming increasingly competitive and applicable to more general market scenarios [2] - The company is actively seeking high-quality talent to accelerate its development in embodied intelligence [2]