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浙江仙通(603239):布局机器人业务,自主密封条龙头再启航
Shanghai Securities· 2025-09-30 07:43
Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company has signed an investment agreement with Shanghai Haohai Xingkong Robot Co., Ltd. to establish a joint venture focused on building a robot manufacturing base, which will enhance its production capabilities and support future growth [5][6] - The company has a strong order backlog with 42 new projects under development, which is more than double the number of projects from 2023, indicating robust future growth potential [6] - The company's revenue for the first half of 2025 increased by 21.10% year-on-year, with a net profit growth of 17.10%, and a gross margin of 29.94%, significantly higher than the automotive parts sector average of 18.56% [6] Financial Projections - The projected net profits for the company from 2025 to 2027 are expected to be 2.18 billion, 2.66 billion, and 3.22 billion respectively, with year-on-year growth rates of 27.10%, 22.06%, and 20.93% [8] - The estimated price-to-earnings (PE) ratios for the same period are 26.11x, 21.39x, and 17.69x, indicating a favorable valuation trend [8] - Revenue forecasts for 2025, 2026, and 2027 are 1.49 billion, 1.78 billion, and 2.10 billion respectively, with annual growth rates of 21.6%, 19.7%, and 17.8% [10]
浩海星空与浙江仙通达成战略合作,开启具身智能机器人产业化新篇章
机器人大讲堂· 2025-09-26 12:14
Core Viewpoint - The strategic partnership between Shanghai Haohai Star Robot Co., Ltd. and Zhejiang Xiantong Rubber & Plastic Co., Ltd. aims to enhance the manufacturing capabilities of embodied intelligent robots and commercial service robots, marking a significant step towards industrialization in the robotics sector [1][4][9]. Group 1: Strategic Collaboration - Zhejiang Xiantong invests 40 million yuan in Haohai Star, acquiring a 10% stake and becoming a strategic shareholder [1]. - Both companies will establish a joint venture to build a robot manufacturing base, focusing on the production of various types of robots [1][2]. - The collaboration is seen as a critical move for Haohai Star as it transitions into the industrialization phase of its operations [4]. Group 2: Manufacturing and R&D Capabilities - Haohai Star's CEO emphasizes the need for technological leadership and scalable delivery capabilities to achieve breakthroughs in the robotics industry [4]. - Zhejiang Xiantong brings over 30 years of high-end precision manufacturing experience and a robust quality management system, which will support Haohai Star's transition from R&D to market delivery [4][5]. - The partnership aims to address the core challenges of industrializing robotics by converting embodied intelligence technology into scalable products [6]. Group 3: Market Insights and Future Outlook - The robotics industry is moving from technology demonstration to large-scale application, with mass production capabilities being a key bottleneck [6]. - Haohai Star has developed a product line covering education, healthcare, and commercial sectors, indicating a strategic insight into industry trends [6]. - The collaboration is expected to enhance the manufacturing capabilities and reduce costs, facilitating faster product development and market entry [5][6]. Group 4: Leadership and Experience - Haohai Star's CEO has 20 years of experience in the robotics field, having previously worked with leading companies and contributed to the development of notable humanoid robots [7]. - The CEO's vision for the company includes preparing for the mass production of humanoid robots aimed at complex applications in various sectors [7]. Group 5: Ecosystem Development - Haohai Star emphasizes the importance of ecosystem cooperation and industry chain collaboration, viewing the partnership with Zhejiang Xiantong as a key component of its strategy [9]. - The company plans to expand its network of industry partners to create a more comprehensive robotics ecosystem [9].
浙江仙通(603239):与浩海星空达成战略合作 开启机器人业务新篇章
Xin Lang Cai Jing· 2025-09-26 10:30
Group 1 - The company plans to invest 40 million yuan to acquire a 10% stake in Haohai Xingkong and establish a joint venture named "Haohai Xiantong" to enter the robotics sector [1] - The joint venture will focus on manufacturing embodied intelligent robots, commercial service robots, and consumer robots, enhancing Haohai Xingkong's core component R&D capabilities [1] - The partnership is not expected to significantly impact the company's financial status or operating results for 2025 [1] Group 2 - Haohai Xingkong specializes in the R&D and innovation of embodied intelligence, commercial service, and consumer robots, with a product line covering education, healthcare, and commercial sectors [2] - The company has 30 years of experience in high-end precision manufacturing and a robust quality management system, which will strengthen Haohai Xingkong's delivery capabilities [2] - The company has a strong position in the automotive sealing strip industry, with a self-manufacturing rate of 90% for tooling and molds, and a rich customer base including major automotive manufacturers [2] Group 3 - The company has 42 new projects under research and has doubled the number of new projects compared to 2023 [2] - The company is expanding its advanced production capacity, with an estimated 2 billion yuan in advanced production space by the end of 2024 [2] - The company aims to leverage its production experience and cost control to compete with foreign manufacturers and expand market share [2]
浙江仙通(603239):公司信息更新报告:与浩海星空达成战略合作,开启机器人业务新篇章
KAIYUAN SECURITIES· 2025-09-26 08:09
Investment Rating - The investment rating for Zhejiang Xiantong is "Buy" (maintained) [2] Core Views - The company has entered a strategic partnership with Haohai Xingkong, investing 40 million yuan for a 10% stake and establishing a joint venture named "Haohai Xiantong" to develop a robot manufacturing base [5][6] - The collaboration aims to leverage the strengths of both companies, combining Xiantong's 30 years of high-end precision manufacturing experience with Haohai Xingkong's expertise in intelligent and commercial service robots [6] - The financial impact of this partnership on the company's 2025 results is expected to be minimal, with maintained earnings forecasts for 2025-2027 [5] Financial Performance and Projections - Revenue is projected to grow from 1,066 million yuan in 2023 to 2,072 million yuan in 2027, reflecting a compound annual growth rate (CAGR) of approximately 16.1% [8][10] - Net profit attributable to the parent company is expected to increase from 151 million yuan in 2023 to 332 million yuan in 2027, with a notable growth rate of 38.4% in 2025 [8][10] - The company's gross margin is forecasted to improve from 28.7% in 2023 to 31.9% in 2027, indicating enhanced operational efficiency [8][11] Market Position and Competitive Advantage - Zhejiang Xiantong is recognized as a leader in the automotive sealing strip industry, with a self-manufacturing rate of tooling molds reaching 90%, showcasing strong cost control capabilities [7] - The company has a diverse customer base, including major automotive manufacturers, and is actively expanding its advanced production capacity [7] - The establishment of the joint venture is expected to enhance the company's competitive position in the robotics sector, supported by a robust supply chain in Taizhou [6][7]
浙江仙通切入机器人赛道 联手浩海星空成立合资公司
Zheng Quan Ri Bao Wang· 2025-09-25 02:58
浙江仙通则为国内汽车密封条行业的龙头企业,其主要为国内外汽车整车生产企业供应密封条产品,并 提供配套研发和后续服务,具备较强的工装模具和专用设备开发能力、产品整体配套方案的设计能力和 同步开发能力。公司此次跨界进入机器人产业,被市场视为开拓第二增长曲线的重要探索。 中国电子商务专家服务中心副主任郭涛对《证券日报》记者分析称:"浙江仙通深耕橡塑零部件多年, 具备高分子材料研发、精密模具开发与规模化生产能力,可快速适配机器人轻量化结构件需求。当前制 造业智能化升级推动工业机器人渗透率提升,其原有汽车客户存在自动化改造刚需,形成产业链协 同。" 根据协议,双方成立的合资公司主要将为浩海星空及其客户提供具身智能机器人、商用服务机器人以及 消费类机器人的整机生产服务,并开展部分核心零部件共同开发。其中,浙江仙通主要提供生产管理、 质量控制、供应链优化管理及协助市场渠道拓展;浩海星空主要提供机器人技术、专利、工艺设计、市 场、销售及研发支持。 9月24日晚,浙江仙通(603239)橡塑股份有限公司(以下简称"浙江仙通")公告称,公司董事会审议通 过了《关于公司与上海浩海星空机器人有限公司合作成立合资公司的议案》。根据公告 ...
浙江仙通:拟4000万元增资浩海星空 共建机器人基地布局第二增长曲线
Zhong Zheng Wang· 2025-09-24 13:30
中证报中证网讯(记者罗京)浙江仙通(603239)9月23日晚公告称,公司与上海浩海星空机器人有限公 司(以下简称"浩海星空")签署了投资合作框架协议。公司拟以4000万元对浩海星空增资,增资完成后持 有其10%的股份;后续双方拟共同出资设立由浙江仙通控股的合资公司,合资公司注册在浙江省台州市 仙居县,将建设机器人整机生产基地。 浙江仙通董秘项青锋向中国证券报记者表示,公司管理层高度重视此次投资合作,公司原实控人李起富 拟担任合资公司董事长、浩海星空董事长拟担任合资公司副董事长,彰显双方深度绑定推进业务的决 心。 民生证券研报指出,汽车及汽车零部件企业进军机器人领域具备天然优势。车企可复用硬件制造经验与 技术架构,如广汽用汽车技术降低机器人研发成本,同时,车企本身的业务也涵盖了丰富的人形机器人 应用场景。汽车零部件公司则凭借客户拓展、批量化生产能力及与机器人相通的产品属性,拥有竞争优 势。 公开信息显示,浙江仙通自成立以来一直专注于汽车密封条研产销,具备工装模具开发、配套方案设计 及同步开发能力,长期服务国内外车企。基于对公司未来发展前景的信心及价值认可,公司控股股东台 州五城产业发展有限公司2024年12月 ...
IASP的世界之窗 | 从落子到流通 国产科技如何晋升全球“硬通货”
Bei Jing Shang Bao· 2025-09-17 14:52
Core Insights - The article highlights the growing influence of Chinese technology companies in global markets, particularly in the fields of large models and embodied intelligence, with a focus on companies like Zhiyuan Huazhang and Xingdong Jiyuan [1][5][6]. Group 1: Industry Trends - The global commercial service robot shipment is expected to exceed 100,000 units in 2024, with Chinese manufacturers holding an 84.7% market share [3]. - The global robot market is projected to surpass $400 billion by 2029, with China accounting for nearly half of this market and a compound annual growth rate of nearly 15% [3][4]. - The sales volume of humanoid robots in China is expected to reach approximately 5,000 units in 2025 and 60,000 units by 2030, with a compound annual growth rate exceeding 95% [4]. Group 2: Company Developments - Zhiyuan Huazhang is rapidly expanding its overseas business, establishing partnerships with governments in countries like Malaysia, Singapore, UAE, Saudi Arabia, and Kenya to deploy large model infrastructure [5][6]. - Xingdong Jiyuan has achieved significant international engagement, with 50% of its orders coming from overseas clients, including collaborations with major tech companies like Apple and Microsoft [3][4]. Group 3: Ecosystem and Collaboration - The IASP 2025 World Conference in Beijing showcased the technological achievements of companies like Xingdong Jiyuan and Zhiyuan Huazhang, emphasizing the supportive ecosystem provided by Tsinghua Technology Park [7][8]. - The collaboration between Tsinghua University and technology companies facilitates the transition from academic research to industrial application, enhancing innovation and resource sharing [7][8].
金改前沿|让更多“科技繁花”结出“产业硕果”——银行发力科技金融一线走访
转自:新华财经 新华财经上海9月16日电(记者 王淑娟)在科技与产业深度交融的时代浪潮中,科技金融是助力企业自主创新、爬坡过坎、发展壮大的坚实保障。新时期面 临新形势新要求,探索构建同科技创新相适应的科技金融体制,已经成为银行业的共识和发展趋势。 "拿着原有的科技金融发展的旧地图,找不到新大陆。"浦发银行总行科技金融部副总经理钟泉表示,当下,银行已经变成了一个"泛金融服务公司",从技术 研发到应用落地,从企业孵化到产业集群,浦发银行正以"伙伴思维"重构科技金融服务内涵。 如何打通产业升级的金融堵点,如何让创新合力越攥越紧?近期,记者在上海、南京、杭州三地走访人形机器人、生物医药、工业机器人等多家科技企业, 看金融活水如何驱动创新潮涌,让更多"科技繁花"结出"产业硕果"。 陪伴服务,打造专属产品体系 在上海浦东,有一家"独角兽"公司,潜心经营商用服务机器人15年,产品类型覆盖人形机器人、配送机器人、清洁机器人等,累计在全球已部署超10万台商 用机器人。这家公司,就是擎朗智能。擎朗智能是通用+专用的具身人形机器人公司,根据IDC数据,擎朗智能出货量位居全球商用服务机器人第一。 毕业于华中科技大学电子工程系,擎朗智 ...
机器人竞争进入“中国时间”
Group 1 - The global robotics industry is entering a new stage of intelligence and embodiment, with China emerging as a key driver in the global robotics technology competition [2][3] - IDC predicts that by 2029, the global robotics market will exceed $400 billion, with China accounting for nearly half and leading with a compound annual growth rate (CAGR) of nearly 15% [3] - China's rapid development in the robotics sector is attributed to manufacturing capabilities, advanced technology investments, improved scene adaptability, and strong industrial policy support [3] Group 2 - In the commercial service robot sector, global shipments are expected to surpass 100,000 units in 2024, with Chinese manufacturers leading with 84.7% of the shipment volume [3] - Chinese companies are making significant breakthroughs in core technologies such as embodied intelligence and system integration, driving rapid intelligent upgrades in commercial service robots [3][5] - The humanoid robot industry in China is accelerating through a dual-cycle model of "technological breakthroughs and application validation," with projected sales of approximately 5,000 units in 2025 and nearly 60,000 units by 2030, reflecting a CAGR of over 95% [4] Group 3 - Chinese industrial robots are expanding into overseas markets, with total overseas revenue exceeding $2 billion in 2024, and collaborative robot export revenue reaching approximately $74.1 million, a year-on-year increase of 34.7% [4] - The development of embodied intelligent robots is characterized by enhanced perception capabilities, the emergence of large models as core drivers, and the improvement of simulation and world models [5][6] - The industry is actively promoting open-source sharing of key resources to support the development of embodied intelligence, fostering a collaborative innovation ecosystem [6]
卡伊瓦机器人创始人张其峰澄清“孕育机器人”传闻:公司无相关研发计划
Sou Hu Wang· 2025-08-18 10:42
近日,"深圳卡伊瓦机器人技术研发有限公司创始人张其峰称'孕育机器人一年内或将面世,定价不超10 万'"的消息在网络引发广泛关注与热议。8月11日,卡伊瓦机器人创始人张其峰向多家媒体发布正式澄 清声明,明确表示相关信息系媒体误读,公司目前并无"孕育机器人"相关研发或产品计划 。 争议起源:采访内容被断章取义 经调查了解,此次争议的源头是此前某创业类专访。在专访中,张其峰在探讨行业技术趋势时,提 及"国外有团队在进行孕育机器人相关探索"这一背景信息。然而,部分网络媒体在传播过程中,未完整 呈现采访全貌,仅截取"一年出样机""定价10万元"等片段,并将其错误关联至"卡伊瓦机器人将推出孕 育机器人"的表述上,这一断章取义的行为导致公众产生严重误解,相关话题也一度迅速冲上热搜。 张其峰明确澄清三大核心事实 1.项目归属问题:张其峰在声明中着重强调,卡伊瓦机器人从未开展过"孕育机器人"相关的研发工作, 也未与任何团队或机构就该项目展开合作,公司更从未接受过任何关于"孕育机器人"的采访或项目接 洽。 2. "样机"真实所指:对于采访中提到的"一年内出样机",张其峰解释称,实际指的是公司自主研发 的"仿真人形机器人模型",并 ...