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康迪科技签约宁德时代 成为换电站设备供应商
Guan Cha Zhe Wang· 2025-08-12 09:08
8月12日,康迪科技集团旗下全资子公司中换电(浙江)科技有限公司宣布,已与全球动力电池龙头企业宁德时代(300750)新能源科技股份有限公司正式签 署《框架采购合同》,成为宁德时代换电站设备的供应商。 近年来,康迪科技集团正从传统电动车制造商向"智能制造+科技孵化"双引擎驱动的控股型平台公司转型。2025年6月,企业与杭州云深处科技达成合作,共 同开发面向北美市场的智能高尔夫装备与安防巡检机器人,标志着其向智能装备与机器人领域拓展。 本文系观察者网独家稿件,未经授权,不得转载。 目前,双方已进行首个重卡换电站订单的对接。此次合作标志着中换电正式进入宁德时代全球供应商体系,并将为其提供硬件支持,共同推动换电站标准化 建设。 公开资料显示,康迪科技集团是一家专注于电动汽车及零部件研发、制造与销售的企业,总部位于浙江金华。 2024年,企业全年营收1.276亿美元(约合9.17亿人民币),其中非公路电动车业务占比超过91%,中国市场营收同比增长80%。 ...
对话康迪科技崔广章:安防+高尔夫,中国机器狗“卷”到北美
Guan Cha Zhe Wang· 2025-07-31 14:14
(文/刘媛媛 编辑/周远方) 资料显示,康迪科技原先是一家总部位于浙江金华的以电动非公路车研发制造出口为基础的公司,后在智造升级理念推动下,逐渐从传统制造企业转型为科 技控股型企业,并新增了"智能机器人"及"能源换电装备"等孵化业务。 不久前,康迪科技宣布与云深处科技达成两项合作,双方将深度协同,整合制造、技术与渠道优势,共同开发面向北美市场的智能高尔夫装备及安防巡检四 足机器狗,推进产品本地化落地与商业化扩张,加速智能机器人技术的多元化应用与全球化布局。 为更深入了解康迪科技在四足机器人领域的技术突破与商业化布局,观察者网独家对话了康迪机器人技术总监崔广章。在对话过程中,这位拥有多年人工智 能研发经验的专家,向我们揭示了更多技术细节与战略思考。 以下为对话实录: 观察者网:康迪科技此前是一家新能源汽车制造商,后来拓展了"智能机器人"业务,这种业务转型背后,是基于怎样的行业洞察和公司战略考量? 在四足机器人赛道,娱乐化应用的投资回报率正遭受质疑。当基础行走和简单互动功能已趋成熟,市场更期待看到的是:这些造价不菲的智能体,究竟能在 哪些商用场景创造实际价值? 崔广章:康迪科技跨界进入智能机器人领域是跟行业发展趋 ...
机器人赛道发力显效,首程控股(697.HK)机器人投资基金账面浮盈超三倍
Xin Lang Cai Jing· 2025-05-06 04:11
Core Viewpoint - The robotics industry is emerging as a high-growth sector following the wave of "smart+" technologies, with Shoucheng Holdings making significant investments in various sub-sectors including humanoid, medical, and industrial robots [1][6]. Group 1: Investment Strategy - Shoucheng Holdings has established a dedicated fund for robotics, focusing on capturing core assets in the Chinese robotics industry, particularly in humanoid, service, and industrial robots [1][2]. - The company has been investing in the robotics sector for five years, starting its technology research and industry surveys before the capital consensus was formed [1][3]. - The investment strategy emphasizes long-term value investment and continuous support for portfolio companies, avoiding short-term exits [4][5]. Group 2: Unique Advantages - Shoucheng Holdings possesses rich infrastructure resources, such as urban parking lots and industrial parks, which are well-suited for robot operations, providing real application scenarios [2][5]. - The establishment of Beijing Shoucheng Robotics Technology Industry Co., Ltd. aims to connect technology, capital, and application scenarios, enhancing industry chain collaboration [2]. Group 3: Focus on Humanoid Robots - Humanoid robots are viewed as the "crown jewel" of the robotics industry, with significant market potential and integration of multiple disciplines [3][6]. - The company has invested in firms with strong capabilities in control algorithms, joint modules, and AI interaction, anticipating that 2025 will be a critical year for mass production of humanoid robots [3][6]. Group 4: Long-term Vision - The company believes that the value of the robotics industry should be measured over a ten-year cycle, emphasizing the importance of long-termism to capture technological iterations and market explosions [3][6]. - Shoucheng Holdings aims to create a national-level platform in the robotics field rather than just producing individual unicorns [7]. Group 5: Future Outlook - The robotics industry is projected to have a trillion-level market space, and Shoucheng Holdings plans to accelerate the integration of robotics with its own scenarios over the next three years [6][7]. - The company is exploring new business models centered on "technology empowering space" and aims to facilitate the listing or acquisition of some invested projects at the right time [6].