近年来，怡合达持续深耕自动化设备赛道，推动公司从"国内头部"企业向"全球有影响力企业"的战略目 标迈进。日前，怡合达董事长金立国在接受中国证券报记者专访时表示，"十五五"期间，公司将进一步 深化全球战略布局，致力于成为全球智能装备企业的基础设施供应商。 战略聚焦自动化设备长尾化需求 怡合达办公大楼 公司供图 确率。此外，公司柔性化产线规划按产品的生产工艺进行布局，产能持续提升，单散件自动加工能力进 一步增强。 在机器人领域，怡合达积极探索和研究如何为机器人整合、开发和提供更多零部件，并致力于成为机器 人零部件的供应商。按照规划，未来怡合达将基于智能装备行业的新场景，持续拓展新的市场。同时， 公司将继续围绕AI、机器人产业，瞄准产业发展方向，进行深度的介入和布局，不断开发新的业务和 产品。 "数智化是公司业务运行的底座，更是未来持续稳健发展的核心和关键。"金立国说，未来的工厂将高度 数字化、智能化，公司将紧紧围绕这一发展方向，提供基础性的零部件支撑，成为全球智能装备企业基 础设施供应商。 2025年8月，怡合达首次实施半年度分红，显示出公司良好的现金流状况和对股东回报的重视。面对资 本市场的期待，怡合达形成了独 ...

● 本报记者 武卫红 近年来，怡合达持续深耕自动化设备赛道，推动公司从"国内头部"企业向"全球有影响力企业"的战略目 标迈进。日前，怡合达董事长金立国在接受中国证券报记者专访时表示，"十五五"期间，公司将进一步 深化全球战略布局，致力于成为全球智能装备企业的基础设施供应商。 战略聚焦自动化设备长尾化需求 "数智化是公司业务运行的底座，更是未来持续稳健发展的核心和关键。"金立国说，未来的工厂将高度 数字化、智能化，公司将紧紧围绕这一发展方向，提供基础性的零部件支撑，成为全球智能装备企业基 础设施供应商。 2025年8月，怡合达首次实施半年度分红，显示出公司良好的现金流状况和对股东回报的重视。面对资 本市场的期待，怡合达形成了独特的"以扎实业绩为基础、以透明沟通为桥梁、以持续分红为承诺"的市 值管理理念。"自2021年上市以来，公司每年现金分红比例都超过30%。"金立国表示，公司将做好自己 擅长的事情，持续进行现金分红，用实际业绩回报投资者。 此外,怡合达通过多种渠道加强与投资者的互动交流，让市场充分理解其业务模式、发展战略和未来前 景。"公司强化与投资者和资本市场的互动沟通，保证信息的质量和透明度，让市场理解怡 ...

Core Viewpoint - Many companies in the machine tool and robotics sectors expect to achieve both revenue and profit growth in the fiscal year 2025, despite risks from tariffs imposed by the Trump administration, which may slow equipment investment. The prevailing view is that a recovery in demand from China and the semiconductor sector can offset these risks [1][2]. Group 1: Machine Tool Orders and Market Trends - In April, Japan's machine tool orders increased by 8% year-on-year, reaching 130.2 billion yen, marking seven consecutive months of growth [1]. - Domestic orders in Japan decreased by 5% to 34.4 billion yen, while overseas orders rose by 13% to 95.7 billion yen [1]. - Manufacturers generally believe that factory investments will remain robust, despite weaker equipment investment from small and medium-sized enterprises in Japan [1]. Group 2: Company-Specific Insights - Makino Milling Machine Co. anticipates a decrease in consolidated sales by 11.3 billion yen and operating profit by 2.1 billion yen due to yen appreciation, but expects to achieve record-high sales and operating profit for the fiscal year [1]. - Okuma Corporation expects both sales and operating profit to grow for the first time in two fiscal years, driven by strong demand in the aerospace and semiconductor sectors [2]. - SMC, a factory automation component company, estimates that tariffs and exchange rates will negatively impact sales by 55 billion yen and operating profit by 29.6 billion yen, yet plans to achieve revenue and profit growth due to investments from Chinese manufacturers [2]. - Misumi Group anticipates a decline in both revenue and profit, citing tariffs and yen appreciation as key factors [2]. Group 3: Industry Outlook and Risks - The semiconductor and Chinese market demand is believed to have bottomed out, with expectations for a comprehensive recovery in the factory automation industry by 2025, surpassing concerns over tariffs [2]. - Fanuc, a robotics company, has not disclosed performance expectations due to the unpredictable impact of U.S. tariffs, indicating a potential for increased production in the U.S. as a future option [3]. - Companies expecting revenue and profit growth must prepare for sudden changes in the business environment [4].