近日，记者走进位于安徽省芜湖市的埃夫特智能机器人股份有限公司，近距离感受机器人产业的蓬勃活 力。埃夫特成立于2007年，生产的机器人广泛应用于电子、光伏、锂电、汽车及汽车零部件、轨交、船 舶等行业，目前已形成较为完整的核心技术研发体系，在关键核心部件等方面实现100%自主化和国产 化。2024年，埃夫特工业机器人销量超过16000台。 作为全国首个国家级机器人产业集聚区，芜湖汇聚300多家机器人产业链上下游企业，形成涵盖机器人 整机、核心零部件、系统集成、行业应用的全产业链。2024年，芜湖机器人产业产值超400亿元。 7月3日， 在位于安徽省芜湖市的埃夫特智能机器人股份有限公司内，一款协作机器人在进行零部件自动抓取分 拣。新华社记者 张铖 摄 在位于安徽省芜湖市的埃夫特智能机器人股份有限公司内，工作人员与一款人形机器人"握手"。新华社 记者 张铖 摄 7月3日， 这是在位 于安徽省芜湖市的埃夫特智能机器人股份有限公司内拍摄的免编程智能焊接系统（7月3日摄）。新华社 记者 张铖 摄 这是在位 这是在位 于安徽省芜湖市的埃夫特智能机器人股份有限公司内拍摄的语音交互智能码垛工作站（7月3日摄）。新 华社记者 张铖 ...

Core Viewpoint - The article highlights the transformation of Chinese robotics companies, particularly Efort, from being perceived as followers to becoming equal competitors on the global stage, showcasing their technological advancements and international strategies at Automatica 2025 [1][7][25]. Group 1: Historical Context - In the past, Chinese robotics companies were often labeled as "learners" or "low-end substitutes," facing significant barriers such as quality trust issues and a lack of brand recognition in high-end markets [2][4][5]. - Early challenges included reliance on imported core components, which led to quality fluctuations and hindered the establishment of a reputable brand image [2][5]. Group 2: Efort's Global Strategy - Efort has adopted a dual strategy of self-research and overseas acquisitions since 2015, investing 1.1 billion yuan to acquire leading companies in niche sectors, thereby enhancing its technological capabilities [9][11]. - The company has successfully penetrated high-demand industries such as automotive and electronics, showcasing complete robotic solutions tailored for specific industrial applications [11][12]. Group 3: Technological Advancements - Efort's products have achieved significant certifications, including CE and ATEX, and have demonstrated exceptional performance metrics, such as an average operating time of 120,000 hours for its ER300 series robots [11][12][16]. - The company has made substantial progress in core technologies, achieving a 99.90% self-research rate for its controllers and overcoming key component challenges through strategic acquisitions and domestic supply chain development [16][18]. Group 4: Market Positioning and Future Outlook - Efort is focusing on deepening local operations and enhancing brand image through initiatives like establishing training centers and participating in regional industry forums [20][22]. - The company is also integrating advanced AI technologies into its robotics systems, aiming to improve performance in complex environments and maintain a competitive edge in the evolving market landscape [22][24]. Group 5: Conclusion - Efort's presence at Automatica 2025 symbolizes a significant milestone in the evolution of Chinese robotics, reflecting a shift from merely catching up to actively competing on a global scale [25][26]. - The article emphasizes that the journey of Chinese robotics companies is not just about technological advancements but also about reshaping the global industrial landscape through innovation and strategic integration [27][28].

Core Viewpoint - The company is focusing on the development of robotic products, particularly in technology integration applications, rather than entering the humanoid robot sector [1] Group 1: Company Focus - The company is currently developing welding robots and spraying robots that incorporate advanced technologies such as machine vision, control software, motion control (multi-axis linkage), and application processes [1]

内容概要：喷涂机器人在工业生产中扮演着越来越重要的角色。随着制造业的快速发展和劳动力成本的 逐渐上升，喷涂机器人凭借其高效、精准的特性，成为了众多企业的首选。特别是在汽车、航空航天、 电子等行业，喷涂机器人的应用需求持续增长。同时，政府出台了一系列优惠政策，包括税收减免、资 金补贴、技术研发支持等，为喷涂机器人发展创造良好的发展环境。数据显示，2018-2024年中国喷涂 机器人产量总体呈上升态势，2018-2022年中国喷涂机器人产量从0.59万套增长至1.77万套，2023年受下 游需求放缓影响，产量同比下降2.8%，但2024年又逐渐恢复上升趋势，达到2.23万套。 相关上市企业：埃夫特（688165）、大连重工（002204）、索威尔（LHSW）、平原智能（830849）、 绿的谐波（688017）、双环传动（002472）、中大力德（002896）、汇川技术（300124）、科力尔 （002892）、英威腾（002334）等。 相关企业：天津市北洋天泽智能机器人科技有限公司、上海发那科机器人有限公司、深圳市荣德机器人 科技有限公司、川崎机器人（天津）有限公司、彼合彼方机器人(天津)有限公司、智绘机器 ...

虽然业绩4年3亏，但在"机器人概念"和重组预期之下，赛摩智能（300466）的股价已创下近年新高。在 5月8日举行的业绩说明会上，公司围绕着市场关切进行了回应。 业绩说明会上，赛摩智能表示，目前，公司已经拥有的工业机器人产品包括：码垛机器人、喷涂机器 人、移动机器人、制样机器人等，公司将机器人技术、机器视觉等技术和细分领域的应用场景进行融合 创新，为客户提供系统，且已经形成订单。公司今年会根据市场和场景的需求，利用机器人赋能工厂设 备更新以及自动化、智能化改造，提高公司的服务能力。 另外，赛摩智能还表示，努力实现减亏扭亏是公司2025年的经营目标，对此，公司将加大优势产品/项 目的对外拓展力度，对内通过完善制度流程、优化资源配置等管理方式提质增效。 赛摩智能原本是一家江苏民企，但是4年多前，原东家将部分所持股权和表决权，转让给洛阳国宏投资 集团。转让完成后，赛摩智能的控股股东将变更为洛阳国宏集团，实控人变更为洛阳市国资委。 虽说净利下滑，但赛摩智能的股价近期走势颇强。二级市场显示，自4月9日以来，公司股价已从最低点 6.87元/股，一度冲高至13.77元/股，区间最大涨幅已翻倍。这一切，与公司涉足的机器人概念 ...

证券代码：300466 证券简称：赛摩智能 答：尊敬的投资者，您好：公司已在定期报告中详细披露了本期财务状况及经 营成果，具体盈利数据建议您查阅正式报告。从核心指标来看，公司本期营业 收入、净利润等关键盈利指标承压 。公司后续将在管理上积极应对，持续通 过精细化运营、战略资源投入、风险防控等措施，推动盈利能力稳步提升。更 多细节请参考报告附注或后续投资者沟通，感谢您的关注！ 问题 6: 请问公司与靖和实业的合作有没有进展？ 赛摩智能科技集团股份有限公司 投资者关系活动记录表 编号：2025-026 投资者关系活 动类别 特定对象调研 分析师会议 媒体采访 业绩说明会 新闻发布会 路演活动 现场参观 其他 参与单位名称 及人员姓名 线上参与公司赛摩智能 2024 年度网上业绩说明会的投资者 时间 2025 年 5 月 8 日 15:00-17:04 地点 东方财富路演平台 上市公司接待 人员姓名 董事长 杨景卓 总经理 厉冉 独立董事 袁朝春 副总经理 吴洪军 董秘 朱伟峰 财务总监 刘飞 投资者 关系活 动主要 内容介 绍 问题 1: 今年业绩有望转正吗？ 答：尊敬的投资者，您好： 2025 年公司将坚定信心 ...

Core Viewpoint - The North Chao District is transforming from a manufacturing hub to a strong manufacturing area, with significant advancements in intelligent equipment manufacturing and biomedicine, supported by local enterprises and educational institutions [1][2][10]. Group 1: Manufacturing and Innovation - Flanders Transmission Systems has increased its investment, becoming the world's largest gearbox manufacturing base with a localization rate exceeding 90% [1]. - The development of the 2.0 version of the spraying robot by Bihai Bifang Robotics has been implemented in major shipyards, enhancing safety and reducing paint waste through AI technology [2]. - The North Chao District has over 5,000 manufacturing enterprises, forming a complete industrial cluster, and aims to focus on intelligent equipment manufacturing and biomedicine in 2024 [2][3]. Group 2: Robotics Industry Development - The North Chao District has incubated over 20 robotics companies, focusing on the entire industrial chain to foster new growth points in manufacturing [3]. - The district is promoting high-precision and lightweight robotics, with companies like Tianjin Haoye Technology receiving significant investments [3]. - The district has approved 45 intelligent manufacturing projects, with over 107 digital manufacturing enterprises and more than 600 companies utilizing cloud services [3]. Group 3: Financial Support for Enterprises - The North Chao District has initiated 150 equipment update and technology transformation projects with a total planned investment of 16.38 billion yuan [4]. - Agricultural Bank of China has provided tailored financial products to support small and micro enterprises, coordinating loans totaling 1.592 billion yuan for 213 companies [7]. - The district has established a financing coordination mechanism to facilitate the financial needs of small enterprises, enhancing their growth potential [7]. Group 4: Biomedical Industry Development - The North Chao District is developing the Beijing-Tianjin Biomedical Valley, collaborating with Peking University to establish a frontier innovation center for biomedical research [8]. - The district has attracted 1,224 high-quality projects with a total investment of over 160 billion yuan, including significant projects from state-owned enterprises [8][9]. - The district emphasizes industrial collaboration, having engaged with 660 Beijing resources and introduced 21 major collaborative projects with a total investment of 10.56 billion yuan [9]. Group 5: Future Development Strategy - The North Chao District aims to leverage its manufacturing advantages to enhance technological innovation and industrial renewal, focusing on building a modern industrial system [10]. - The district plans to cultivate new productive forces tailored to local conditions, contributing to Tianjin's development as a national advanced manufacturing research and development base [10].

2024 年 汽车行业面临了新能源车市场竞争激烈等不利因素影响，出现汽车整车厂投资失败、破产或产 线停止建设、减少投资、调整投资等情况，境外汽车主机厂投资减少、推迟或取消， 同时国内机器人市 场近年来出现无序竞争和价格内卷，行业普遍亏损的态势。这一定程度上影响了国内工业机器人行业发 展，行业进入小波段下行周期。 工业机器人行业头部企业面临了一定挑战 ， 4 月 29 日，埃夫特公布 2024 年年报， 埃夫特 营业收入 为 13.7 亿元，同比下降 27.2% ， 但 经营现金流净额为 1141 万元，同比增长 105.1% ， 呈现出明 显的收缩特征 。 但值得关注的是， 埃夫特 研发总投入为 1.33 亿元，较去年同报告期研发总投入增加 4126.59 万元， 同比较去年同期上涨 44.78% ， 研发投入占比 达到 9.72% ， 该研发总投入在近 5 年同期表现中排 名第 一 。 ▍ 压力下的逆势增长 埃夫特 在 2024 年度报告中提到 ，面对复杂多变的外部环境和激烈的行业竞争， 埃夫特 积极克服挑 战， 全面深化自主创新与市场开拓 ， 从而使得 核心业务保持快速增长，机器人整机产销同比增长超 30 ...

Group 1 - The company needs to recognize a total credit impairment loss of RMB 53.02 million for the year 2024, based on assessments of expected credit losses for financial instruments [1] - The total asset impairment loss to be recognized for 2024 is RMB 23.77 million, with details provided in the financial statements [2] - The total impact of these impairment provisions will reduce the company's consolidated profit for 2024 by RMB 76.80 million [3] Group 2 - The company reported a net loss attributable to the parent company of RMB 157.16 million for 2024, resulting in cumulative undistributed losses of RMB 916.38 million as of December 31, 2024 [6] - The board has proposed not to distribute profits for 2024, which includes no cash dividends, no bonus shares, and no capital reserve conversion [5][9] - The profit distribution plan has been approved by the board and will be submitted for shareholder approval [7][10] Group 3 - The company has effectively managed its fundraising, with a total of RMB 721.89 million raised from its initial public offering, after deducting issuance costs [59] - As of December 31, 2024, the company has utilized RMB 101.41 million of the raised funds, with a total of RMB 547.00 million used cumulatively [15] - The company has established a clear management system for the use of raised funds, ensuring compliance with relevant regulations [16] Group 4 - The company has authorized the temporary use of up to RMB 150 million of idle raised funds to supplement working capital, with a usage period not exceeding 12 months [58] - The company has engaged in cash management of idle funds, generating a net income of RMB 4.00 million from cash management activities [26] - The company has maintained compliance with regulations regarding the management and use of raised funds, with no violations reported [33][34]