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跋涉智能打包王的“慢哲学”:当所有人追求快,我们为何坚持先“慢下来”?
Sou Hu Cai Jing· 2025-12-29 15:24
真正的效率革命,往往始于一次深思熟虑的停顿。 深夜,客户的生产车间灯火通明,而我们的一位售前工程师,却在流水线旁停下了脚步。他手拿秒表,没有催促,只是静静地观察着纸箱流转的每一个缝 隙、员工弯腰的每一个瞬间,记录下那些难以被察觉的毫秒级浪费。 "工期很紧,能不能快点给方案?"客户焦急询问。 "请您理解,慢一点,是为了让您未来的每一天都快得彻底。" 这是"打包王"团队常说的一句话。 "我们发现,80%的客户痛点,不在于没有设备,而在于当下的设备规划无法匹配未来3-5年的业务增长。" 王志华分析道。因此,跋涉智能售前团队的核心 任务,是扮演 "产能规划师" 的角色。 深入场景的"数智化诊断" 针对一家母婴电商客户,团队并非直接推荐封箱机,而是先分析其大促期间订单结构:小件占70%,异形礼盒占30%。他们据此模拟出峰值订单冲击下,单 一规格流水线的拥堵模型,最终设计出 "主线高速封箱+支线柔性处理"的组合方案。方案落地后,客户在大促期间的日均处理能力从3000单跃升至12000 单,且平稳渡过了流量洪峰。 这种深度诊断,基于一套科学流程:现场测绘(Layout Mapping)、节拍分析(Cycle Time An ...
德马科技20250720
2025-07-21 00:32
Summary of Dematech's Conference Call Industry and Company Overview - **Company**: Dematech - **Industry**: Robotics, specifically focusing on humanoid robots and automation solutions Key Points and Arguments 1. **Strategic Focus on Humanoid Robots**: Dematech is strategically positioning itself in the humanoid robot sector, emphasizing both upstream components (like screws and motors) and downstream collaborations with robot manufacturers to enhance performance in real-world applications [2][6][8] 2. **Screw Technology as a Core Component**: The company identifies screw technology as a critical component for humanoid robots due to its high load capacity, longevity, and precision, aiming to integrate this technology into their core offerings [2][7] 3. **Logistics as a Target Market**: Dematech believes that logistics scenarios are ideal for humanoid robots due to their repetitive tasks and general applicability, making it a prime market for entry [2][10][11] 4. **Collaboration with Robot Manufacturers**: The company has established close partnerships with various humanoid robot manufacturers, including Zhiyuan, to enhance training and deployment capabilities [2][9][12] 5. **Data-Driven Autonomous Work**: Dematech is focused on achieving data-driven autonomous operations, having trained nearly 30 humanoid robots and planning to explore data trading models to further business development [2][14] Additional Important Insights 1. **Global Market Strategy**: Dematech is implementing a "local for local" strategy by establishing factories in Europe, Australia, and the U.S. to mitigate trade barriers and tariffs [4][22] 2. **Product Launch Plans**: The company plans to launch new products in 2025, including lightweight and efficient components, as well as AI-integrated smart conveyors and sorting machines [4][27] 3. **Challenges in Data Collection**: The company faces significant challenges in data collection for humanoid robots, as existing data is limited and often requires extensive cleaning and annotation [17][18] 4. **Training and Adaptation of Humanoid Robots**: Training humanoid robots for logistics tasks is a complex and lengthy process, requiring substantial data accumulation and testing to ensure effectiveness [19][16] 5. **Impact of Tariffs on Business**: Dematech has managed to mitigate the impact of tariffs through local manufacturing and by diversifying its market presence beyond the U.S. to regions with lower tariffs [21][23] Future Plans and Goals 1. **Expansion of Strategic Partnerships**: The company aims to deepen collaborations with existing partners and explore new partnerships to enhance its humanoid robot offerings [15] 2. **Focus on Automation Solutions**: Dematech's long-term goal is to create fully automated logistics systems, integrating humanoid robots and automation technologies to provide comprehensive solutions [19] 3. **Market Penetration in Overseas Markets**: The company is prioritizing overseas markets for its humanoid robots, particularly in regions with high automation demand, such as Japan and Europe [24][25][26]