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人形机器人迎来密集催化,行业量产有望加快
Xuan Gu Bao· 2025-10-09 14:57
绿的谐波:公司专业从事精密传动装置研发、设计、生产和销售的高新技术企业,产品包括谐波减速器 及精密零部件等。 东方证券认为,人形机器人进入量产前夕,国内外景气度共振。特斯拉二季度财报电话会明确机器人进 展节奏,马斯克表示第三代人形机器人Optimus原型将在3个月内完成,并计划在2026年初开始生产,目 标未来5年内产量达到每月10万台。国内人形机器人快速发展,优必选、智元、宇树等多家龙头公司获 得亿元级别订单。在国内外人形机器人龙头公司的共同推动下,行业有望在2026年进入量产阶段。 公司方面,据上证报表示, 安培龙:公司的力传感器产品涵盖压式测力传感器、拉压力传感器、弯矩传感器等,可分别适配机器人 足底、机器人关节模组等智能装备领域。 *免责声明:文章内容仅供参考,不构成投资建议 10月9日,"杭州六小龙之一"的云深处科技正式发布全新一代行业级人形机器人DR02。DR02最核心的 突破在于其达到IP66级(IP防护等级是电气设备安全防护的重要评判标准)的整机防水防尘能力,满足全 天候户外作业场景需求。云深处科技DR02人形机器人采用高度拟人化设计方案,其175厘米的身高与68 厘米的臂长接近成年男性标准体 ...
柯力传感(603662)深度研究:力传感器龙头 传感器产业森林雏形已现
Xin Lang Cai Jing· 2025-10-08 14:28
公司成立以来专注传感器及相关仪器仪表领域,主业领先,贡献稳定业绩;物联网板块快速扩张。公司 成立于1995 年,自成立起便专注于传感器及相关仪器仪表生产制造;目前公司拥有传感器产业最完善 的技术、制造、业务、采购共性平台;截至2024 年,公司已经连续15年在称重测力传感器全国市场占 有率TOP1,基本盘稳固。近3 年来,力传感器及仪器仪表每年为公司贡献约6-7 亿元的收入,同时毛利 率持续提升,为公司贡献稳定的业绩与现金流;公司基于传感器的应用场景布局物联网和智能化装备, 物联网板块快速扩张,2024 全年实现收入5.33 亿元,同比+69.34%。 考虑到公司构建传感器生态的战略布局清晰,平台型多品类布局+垂直领域新产品新场景将给公司业绩 带来增量,我们预测2025-2027 年,公司实现营业收入15.40/18.37/21.71 亿元,同比变动分别为 +18.90%/+19.28%/+18.16%;实现归属于母公司的净利润分别为3.40/4.02/4.85 亿元, 同比变动分别为 +30.59%/+18.11%/+20.79%;对应EPS 分别为1.21/1.43/1.72 元,对应2025年8 月5 ...
调研速递|安培龙接受天风证券等18家机构调研 上半年营收5.54亿元亮点多
Xin Lang Cai Jing· 2025-09-30 09:59
Core Viewpoint - Shenzhen Amperelong Technology Co., Ltd. has recently engaged with 18 institutions, including Tianfeng Securities and E Fund, for investor activities, showcasing strong operational performance in the first half of 2025 with significant revenue growth and strategic advancements in various sectors [1] Group 1: Investor Activities - The investor activities included specific object research, on-site visits, and online meetings held from September 5 to September 25, 2025 [1] - Participating institutions included Tianfeng Securities, Century Asset Management, and E Fund among others [1] - Company representatives included Zhang Yanhong, the Secretary of the Board, and Peng Biyong, the Director of Investor Relations [1] Group 2: Financial Performance - In the first half of 2025, the company achieved a revenue of 553,874,075.46 yuan, representing a year-on-year increase of 34.44% [1] - Domestic revenue was 468,344,613.60 yuan, up 38.03%, accounting for 84.56% of total revenue, while overseas revenue was 85,529,461.86 yuan, up 17.68%, making up 15.44% [1] - Net profit attributable to shareholders was 42,132,049.92 yuan, a 19.60% increase year-on-year, with a net profit of 38,266,307.13 yuan after deducting non-recurring gains, reflecting a 24.76% growth [1] Group 3: Product Performance - Pressure sensors generated revenue of 292.41 million yuan, a 61.88% increase, contributing 52.79% to total revenue [1] - Thermistors and temperature sensors achieved revenue of 251.40 million yuan, up 12.99%, accounting for 45.39% of total revenue [1] - MEMS pressure sensors saw a remarkable revenue increase of 382.33%, reaching 24.45 million yuan, indicating strong demand in automotive and home appliance applications [1] Group 4: Strategic Developments - The company is actively expanding into the robotics sector by forming a research team focused on force control sensors [1] - Global expansion includes establishing a wholly-owned subsidiary in Germany for localized sales and support, a research subsidiary in Belgium for sensor chip technology, and a subsidiary in Hong Kong for supply chain coordination [1] - Progress on the production line for EMB brake system force sensors is underway, with equipment selection completed and installation in progress to meet market demand [1]
安培龙20250922
2025-09-23 02:34
摘要 全球传感器市场规模庞大,2023 年接近 1.5 万亿元,中国市场约为 3,600 亿元,但国产传感器产业与国际领先水平存在 15-20 年差距,高 端产品 80%依赖进口,国产替代需求迫切。 安培龙专注于温度、压力和力传感器,其中压力传感器 95%应用于汽车 领域,温度传感器主要应用于家电和汽车,受益于新能源汽车三电系统 温控需求提升,单车价值量显著增加。 压力传感器市场中,汽车行业占比最大,安培龙已拓展 MEMs、玻璃微 容及陶瓷电容三类技术路线,成为国内少数全量程覆盖企业,并在汽车 压力传感器领域实现国产替代领先。 力传感器是机器人发展的关键组成部分,六维力传感器市场潜力巨大, 预计未来十年人形机器人领域市场复合增速高达 70%,安培龙有望凭借 技术优势和成本优势进入大客户供应链。 安培龙通过纵向拓展产业链,从热敏电阻起家,逐步进入汽车及人形机 器人赛道,目前压力与温度传感器毛利率均超过 30%,2018-2024 年 复合增速达 24%,利润增长拐点已现。 安培龙 20250922 中国传感器产业目前处于世界第三梯队,与强国的差距约为 15 至 20 年。这导 致中国在全球中的产能占比不足 6% ...
估值暴涨1400%!人形机器人重磅消息传来,概念股集体走强
2)构建下一代GPU基础架构,加速训练和模拟。该计算基础将为Helix的感知、推理和控制核心模型提 供支持。 人形机器人赛道,热度颇高! 据最新消息,美国人形机器人初创公司Figure宣布,公司在新一轮融资中获得超过10亿美元资金,投后 估值达到390亿美元。这意味着,仅用一年多的时间,这家公司的估值就飙升了1400%。 值得关注的是,9月17日,在A股市场上,人形机器人概念股集体走强,人形机器人指数涨幅超过2%, 再创新高;人形机器人指数涨幅接近1.8%,同样创出新高。利和兴(301013)、均胜电子 (600699)、金发科技(600143)等10多只个股涨停或涨超10%。当日晚间,部分个股因股价涨幅过大 而提示风险。 估值暴涨1400% 当地时间9月16日,人形机器人初创公司Figure在其官网宣布完成超过10亿美元的C轮融资,投后估值达 到390亿美元。 本轮融资由百汇创投(Parkway Venture Capital)领投,其他投资方还包括英伟达、Brookfield Asset Management、英特尔资本、LG Technology Ventures、赛富时、T-Mobile Ventur ...
安培龙:用于机器人力传感器产品收入占比极低
近期,人形机器人板块持续升温,相关个股股价表现亮眼。 继昨日涨停后,安培龙(301413)在9月17日继续大涨8.54%,近三个交易日累计涨幅超37%,最新报收 195.5元/股,市值192亿元,创历史新高。若将时间拉长,安培龙今年以来已上涨超266%。 与此同时,安培龙指出目前经营情况及内外部经营环境未发生重大变化,公司、控股股东及实际控制人 不存在应披露而未披露的重大事项,或处于筹划阶段的重大事项。 安培龙主营热敏电阻及温度传感器、氧传感器、压力传感器、力传感器的研发、生产与销售,拥有从陶 瓷材料研发到热敏电阻及传感器生产制造的完整产业链,产品主要应用于汽车、家电、光伏、储能、充 电桩、物联网、工业控制等领域。今年上半年,公司实现营业收入5.54亿元,同比增长34.44%;净利润 为4213.2万元,同比增长19.6%。其中,压力传感器板块营收为2.92亿元,同比增长61.88%,占营收比 重为52.79%,已成长为第一大业务;热敏电阻及温度传感器板块营收为2.51亿元,同比增长12.99%,占 总营收比例为45.39%。 分应用场景来看,安培龙上半年在汽车领域录得营收3.12亿元,占总营收的56.28% ...
暴涨1400%!刚刚,重磅消息传来!
券商中国· 2025-09-17 12:19
Core Viewpoint - The humanoid robot sector is experiencing significant growth, highlighted by Figure's recent funding round, which raised over $1 billion and increased its valuation to $39 billion, marking a 1400% rise in just over a year [1][3][4]. Funding and Valuation - Figure, a humanoid robot startup, completed a Series C funding round of over $1 billion, led by Parkway Venture Capital, with participation from notable investors like Nvidia and Intel Capital, resulting in a post-money valuation of $39 billion [3][4]. - This valuation is substantially higher than the previous year's valuation of $2.6 billion, which was achieved after a $675 million investment [4]. Development Focus Areas - The funding will support Figure's growth in three key areas: 1. Expanding humanoid robots for home and commercial operations, enhancing the production and deployment of its BotQ platform [3]. 2. Building next-generation GPU infrastructure to accelerate training and simulation for its AI models [4]. 3. Initiating advanced data collection efforts to improve robots' understanding and operation in complex environments [4]. Market Response - On September 17, humanoid robot concept stocks surged in the A-share market, with the Wind humanoid robot index rising over 2% and several stocks hitting their daily limit up [1][7]. - Companies like Lihexing and Junsheng Electronics saw significant stock price increases, with some stocks rising over 10% [7]. Investor Sentiment - Investors are increasingly viewing humanoid robots as comparable to foundational AI models and electric vehicles, driven by structural demand factors such as an aging workforce and geopolitical competition [5]. - Major tech companies are competing to develop humanoid robots to address labor shortages and automate repetitive tasks in logistics and manufacturing [5]. Long-term Outlook - Analysts remain optimistic about the long-term prospects of the humanoid robot industry, with expectations of a sustained upward cycle through 2026 [9][10]. - Tesla's commitment to humanoid robots is underscored by a new executive compensation plan tied to the delivery of 1 million humanoid robots, indicating a strong future investment in this sector [9].
凌云工业股份有限公司关于参加2025年河北辖区上市公司投资者网上集体接待日暨2025年半年报集体业绩说明会召开情况的公告
Group 1 - The company participated in the 2025 Hebei Listed Companies Investor Online Reception Day and Half-Year Performance Briefing on September 15, 2025, where executives engaged with investors and addressed common concerns [1] - The company has been promoting new technologies such as steer-by-wire and advanced driver assistance systems to major automotive manufacturers like Chery, Changan, and Dongfeng Nissan, exploring potential collaborations in the autonomous driving sector [2] - The company reported a significant market expansion, securing 526 new project designations in the first half of the year, indicating a robust order backlog for future business development [9] Group 2 - The company is focusing on its core business and aims to enhance operational performance and intrinsic value, while also actively managing its stock price and market perception [4][15] - The company has established a specialized production line for sensors, with production capacity expected to adjust based on market demand and order conditions [6][16] - The company is currently engaged in the development of a six-dimensional force sensor project, with an execution period extending until the end of December 2025 [5][14] Group 3 - The company has not yet generated revenue from its collaborations in the autonomous driving field, as it is still in the research and development phase [2] - The company is strategically targeting well-known clients in the energy storage sector, including Huawei, Tesla, BYD, and CATL, while considering future expansion to smaller manufacturers based on industry trends [3] - The company has completed the design of a steering system for unmanned logistics vehicles and is in the prototype manufacturing stage, indicating progress in the autonomous vehicle technology space [8]
人形机器人传感器:机器人实现智能层级跃迁的硬件基石
2025-09-10 14:35
Summary of Conference Call on Humanoid Robot Sensors Industry Overview - The humanoid robot market is optimistic, with sensors representing a high-value and high-barrier segment, accounting for over 20% of the total value. The global market size is expected to reach 85 billion yuan by 2035, with a compound annual growth rate (CAGR) of approximately 47% from 2025 to 2035, driven by intelligent upgrades of sensors [1][3]. Key Points and Arguments - **Main Sensor Configurations**: The primary sensor configurations in humanoid robots include force sensors, tactile sensors, IMUs (Inertial Measurement Units), and visual sensors. For instance, Tesla's humanoid robot requires 28 one-dimensional force sensors and 4 six-dimensional force sensors, with a total sensor value of approximately 90,000 yuan per unit [5]. - **Force Sensors**: Force sensors are categorized from one-dimensional to six-dimensional. Humanoid robots are expected to become the largest downstream application for six-dimensional force sensors. Cost control is crucial, with Tesla's target price for the complete robot set at 20,000 to 30,000 USD, implying a price cap of about 2,000 to 3,000 USD for the six-dimensional force sensors [6]. - **Market Potential for Tactile Sensors**: The tactile sensor market is projected to undergo a technological upgrade from rigid to flexible sensors, with a market size expected to reach 13.4 billion yuan by 2035 and a CAGR of about 60% from 2025 to 2035 [4][11]. - **IMU Market Growth**: The IMU market for humanoid robots is anticipated to reach 7.5 billion yuan by 2035, with a CAGR of approximately 65% from 2025 to 2035. IMUs are critical for posture control and have broad downstream applications [4][13]. - **Visual Sensors**: The visual sensor market, particularly 3D vision, is expected to grow significantly as humanoid robots become more widely adopted. The 3D vision market is projected to reach 13.4 billion yuan by 2035, with a CAGR of about 65% from 2025 to 2035 [14]. Additional Important Insights - **Technical Barriers**: The main technical barriers for six-dimensional force sensors include algorithms, calibration, and manual assembly. These barriers require significant investment and long-term experience to overcome [9]. - **Cost Reduction Strategies**: One potential path for reducing the cost of six-dimensional force sensors is the use of silicon strain gauge sensors, which can facilitate mass production and lower costs. Domestic company Anpeilong is currently developing this technology [10]. - **Key Players in Sensor Market**: Recommended companies with advantages in various sensor fields include Anpeilong and Keli for six-dimensional force sensors, Hanwei Technology and Fulaixin Material for tactile sensors, Xindong Lianke for IMUs, and Aopu Zhongguang and Aopute for visual sensors. These companies are positioned to benefit from industry growth and the acceleration of domestic replacements [15].
安培龙(301413) - 301413安培龙投资者关系活动记录表20250902
2025-09-02 10:26
Group 1: Company Performance - In the first half of 2025, the company achieved operating revenue of ¥553,874,075.46, a year-on-year increase of 34.44% [3] - The net profit attributable to shareholders was ¥42,132,049.92, up 19.60% year-on-year [3] - The net profit attributable to the parent company, excluding non-recurring gains and losses, was ¥38,266,307.13, reflecting a 24.76% increase [3] Group 2: Product Performance - Pressure sensors generated revenue of ¥292.41 million, a 61.88% increase, accounting for 52.79% of total revenue [3] - Thermistors and temperature sensors achieved revenue of ¥251.40 million, up 12.99%, representing 45.39% of total revenue [3] - Oxygen sensors and other products generated ¥10.07 million, a 13.61% increase, making up 1.82% of total revenue [3] Group 3: Market Segmentation - In the automotive sector, revenue reached ¥311.70 million, a 52.97% increase, comprising 56.28% of total revenue [4] - In the home appliance sector, revenue was ¥175.99 million, up 11.29%, accounting for 31.78% of total revenue [4] - Revenue from energy storage and other sectors was ¥66.18 million, reflecting a 32.14% increase, representing 11.95% of total revenue [4] Group 4: Geographic Performance - Domestic revenue was ¥468.34 million, a 38.03% increase, making up 84.56% of total revenue [4] - International revenue reached ¥85.53 million, up 17.68%, accounting for 15.44% of total revenue [4] Group 5: Business Strategy and Future Outlook - The company aims for a compound annual growth rate of no less than 20% over the next three years, with a focus on the automotive sector [8] - Key strategies include enhancing R&D capabilities, optimizing product systems, and improving production management [8] - The company plans to expand its market presence in various sectors, including automotive electronics, home appliances, and renewable energy [8] Group 6: Risks and Challenges - The company faces risks related to declining gross margins due to competitive pressures and market conditions [7] - Potential impacts from macroeconomic uncertainties and industry changes could affect order volumes and overall performance [9] - The company is committed to diversifying its customer base and optimizing product structures to mitigate risks [9]