Core Insights - The mission of the company is to enhance industrial manufacturing through automation and connectivity, transitioning from manual labor to machine production [1] Company Development - Founded in 2007 by Wu Fengli, the company initially focused on producing peripheral equipment for injection molding machines and has since evolved into the smart manufacturing sector [1] - The company became the first robotics backbone enterprise in Guangdong Province to be listed on the Growth Enterprise Market in February 2017 [1] Technological Advancements - The company has invested heavily in R&D, focusing on three core intelligent equipment areas: industrial robots, injection molding machines, and CNC machine tools [2] - It has mastered three key technologies: control, servo, and vision, significantly enhancing product competitiveness [2] - The company’s self-developed industrial robots are now widely used, matching the quality of foreign brands while being more cost-effective [2] Industry Trends - The Chinese robotics industry is rapidly advancing, with projections indicating that industrial robot production will reach 556,000 units and market sales will hit 302,000 units by 2024 [2] - The global robotics industry is transitioning from "specialized equipment" to "general intelligent entities," with AI integration enabling robots to perceive, learn, and make autonomous decisions [2] Product Innovations - The company has developed the new generation X5 robot motion control platform, achieving full domestic production from hardware to algorithms [3] - A dual-arm intelligent robot has been successfully implemented, and a wheeled humanoid robot is currently in the testing phase [3] - The company’s robots have achieved an industry-leading standard cycle time of just 0.24 seconds, significantly improving production efficiency [3] Future Outlook - The company is committed to long-termism and technological innovation, focusing on practical applications, product refinement, and resource integration to drive the transformation of technological achievements [3]

Core Insights - The mission of the company is to enhance industrial manufacturing through automation and connectivity, transitioning from manual labor to machine production [1] Company Overview - Founded in 2007 by Wu Fengli, the company initially focused on producing peripheral equipment for injection molding machines and has since evolved into the smart manufacturing sector [1] - The company became the first robotics backbone enterprise in Guangdong Province to be listed on the Growth Enterprise Market in February 2017 [1] Technological Advancements - The company has invested heavily in R&D, focusing on three core intelligent equipment areas: industrial robots, injection molding machines, and CNC machine tools [2] - It has mastered three key technologies: control, servo, and vision, which have significantly enhanced product competitiveness [2] - The company’s self-developed robotic arms have achieved a cost reduction to one-third of imported equipment, addressing the high costs faced by small and medium-sized enterprises [1][2] Market Trends - The Chinese robotics industry is rapidly developing, with projections indicating an industrial robot production of 556,000 units and market sales of 302,000 units in 2024 [2] - The global robotics industry is transitioning from specialized equipment to general intelligent systems, with AI integration enabling robots to perceive, learn, and make autonomous decisions [2] Product Development - The company has developed the new generation X5 robot motion control platform, achieving full domestic production from hardware to algorithms [3] - A dual-arm intelligent robot has been successfully implemented, and a wheeled humanoid robot is currently in the testing phase [3] - The company’s robots have a standard cycle time of only 0.24 seconds, placing them at an advanced level in the industry and enhancing production efficiency [3] Future Outlook - The company is committed to long-termism and technological innovation, focusing on practical applications, resource integration, and ecological collaboration to drive the transformation of technological achievements [3]

当前，新一轮科技革命和产业变革深入推进，不断催生颠覆性的新科技、新产品、新模式、新业态。过 去一年来，东莞上市企业通过加大研发投入，提升技术产品"含新量"，夯实行业竞争"护城河"。与此同 时，部分企业积极布局开拓人工智能、人形机器人等新赛道。 近日，A股上市公司2024年年报披露收官，东莞63家A股上市公司也交出了年度成绩单。 2024年，63家东莞A股上市公司总营业收入1273.66亿元，同比增长2.57%；净利润60.36亿元。其中，生 益科技、生益电子、宇瞳光学、奥海科技等一批来自战略性新兴产业的企业整体发展势态良好，成为A 股业绩新增长极。 从2024年年报看到，来自战略性新兴产业的企业整体发展势态良好，战略性新兴产业正成为驱动转型的 核心力量，成为东莞上市企业业绩的新增长极，在新一代电子信息行业中表现尤为突出。 南方财经全媒体记者梳理东莞2024年年报发现，机器人正成为东莞上市企业加力储备的"第二增长曲 线"。不少上市公司正加速构建人形机器人核心零部件产能。据不完全统计，2024年以来，已有拓斯 达、祥鑫科技、创世纪和奥普特等多家机器人企业、汽车零部件企业通过战略合作项目投资等方式切入 关节模组、电 ...

5月12日，市场情绪整体回暖，军工、机器人板块表现亮眼。 作为军工、机器人双热点概念股，拓斯达的股价20CM涨停，最新报37.18元/股，总市值177.3亿元。 其中，知名游资章盟主净买入1.49亿元，北京光华路净卖出6420.89万元，T王净卖出1492万元，深股通净卖出171.93万元。 | 买方席位前5 | | 买人 | 菜品 | 净买入 | 预估成本价 | 成交 | | --- | --- | --- | --- | --- | --- | --- | | 国泰海通证券上海浦东新区... 草盟主 | | 1.49亿 | 0.00 | 1.49亿 | 37.18 | 400.0 | | 深股通专用 | | 1.26亿 | 1.27亿 | -171.93万 | 37.18 | 338.0 | | 国泰海通证券上海静安区新闻路 | | 7200.75万 | 247.72万 | 6953.02万 | 37.18 | 193.6 | | 国盛证券宁波天童南路 | | 6441.77万 | 57.47万 | 6384.30万 | 37.16 | 173.3 | | 爱建证券上海浦东新区前滩大道 | | 4994. ...

Core Viewpoint - The company,拓斯达, reported a significant decline in revenue and net profit for 2024, marking its first loss since going public, primarily due to a drastic drop in its smart energy and environmental management systems business, while its core businesses in industrial robots and CNC machine tools showed strong growth [1][4][5]. Revenue and Profit Summary - In 2024, the company achieved revenue of 2.872 billion yuan, a year-on-year decline of 36.92%, and a net profit of -245 million yuan, indicating the first loss since its establishment [1]. - The smart energy and environmental management systems business saw a revenue drop of over 50%, significantly impacting overall profitability [4][5]. Business Performance Analysis - The company's automation application systems business declined by 33.74% due to strategic contraction, while self-produced multi-joint robots experienced a revenue increase of 76.04%, with total shipments exceeding 8,000 units [3][5]. - The industrial robot segment's revenue grew by 12.50%, with a gross margin increase of 3.93 percentage points, and the electric injection molding machine orders surged by 150% [5][6]. Strategic Transformation - The company is undergoing a strategic transformation by focusing on standardized, replicable core products and reducing low-margin, highly customized project-based businesses [3][4]. - The company plans to further shrink its project-based business and adjust subsidiary equity to reduce reliance on the smart energy and environmental management systems business [6][7]. Technological Advancements - The company is committed to developing embodied intelligence and integrating IT with operational technology, aiming to create a seamless connection between the physical and digital worlds [7][8]. - The new X5 motion control platform, which integrates with AI models, has been successfully implemented in the 3C industry, enhancing efficiency by 40% [7][8]. Future Outlook - The company aims to complete a closed-loop chain of "technical breakthroughs, scene implementation, and ecological construction" over the next decade, focusing on solving manufacturing pain points through product definition based on real scenarios [8]. - The first quarter of 2025 showed a continued positive trend, with product business revenue increasing by 8.87%, driven by strong demand in emerging industries [8].