周大生5月份接受机构调研的次数也超过10次。根据周大生披露的投资者关系活动记录表，5月27日，共 计33位投资者参与了周大生现场参观调研。对于"科技给行业带来哪些变化"的问题，周大生方面回复表 示，公司已经成立AI项目组，基于国内开源大模型，已经在做私有化的部署，目的是要提高行业认 知、企业认知，提升反应能力。在产品研发领域、营销领域、客服领域等，均已有所应用，提升效能。 同时，公司今年重点也要推进数智化升级，全面提升组织效率，以及产品配货效率。 汇川技术5月份接受机构调研的次数也居于前列，以现场调研，电话会议等多种形式接受机构调研。对 于在"人形机器人方面有什么布局"的问题，汇川技术方面回复表示，面向人形机器人产业，公司正在积 极开发电机、驱动、执行器模组等人形机器人相关的零部件产品。同时，基于制造业场景，基于工厂操 作类场景的价值闭环，从客户实际场景需求出发，为客户提供场景化的产品和解决方案。 刚刚过去的5月份，A股市场整体表现较好，主要指数不同程度上涨，逾七成个股上涨，机构调研活动 保持了较高的热度，相关机构通过积极调研上市公司寻找后市投资机会。 记者梳理发现，在2025年5月份接受机构调研的全部A股上 ...

【环球网财经综合报道】近一周，机构调研活跃。其中，汇川技术成为调研数量最多的股票，同时ST 板块也因重组新规在调研市场热度飙升。 厦门钨业在调研中表示，从中长期看，由于供给端显著增量的矿山不多，钨的市场前景较好。而钼方 面，因钼矿多与铜矿伴生，近年来铜价较高，矿业公司倾向于优先开采高品位铜矿或扩大铜产能，导致 伴生钼产量被动增加，进而使近两年钼价略有下降。 值得注意的是，近一周有多达25只ST股票被调研，股价表现火爆。据统计，*ST节能、*ST恒久、*ST 亚太、*ST奥维等个股本周均涨超10%。*ST节能连续5个涨停，*ST恒久、*ST亚太等获4个涨停，*ST 南置获3个涨停。 业内指出，ST板块的火爆主要源于近期的重组新规。方正证券研报认为，小微盘占优行情特征或将延 续，新质生产力持续发展，并购重组进一步释放市场活力。开源证券指出，建立重组股份对价分期支付 机制，利于中小市值公司收购大体量标的资产。 从调研情况来看，*ST恒久透露将聚焦主业，依据战略规划择机转型、寻求经营规模突破，通过并购重 组加快布局战略性新兴产业，发展新质生产力，优化资本结构，提升上市公司质量。 *ST亚太称，3月19日，广州万顺技术 ...

汇川技术（300124）成为近一周(5月16日~22日)调研机构数量最多的股票。 汇川技术近一周合计有321家机构参与调研，包括68家基金公司、30家证券公司、28家阳光私募等。公 司在调研中表示，自动化业务里，伺服系统、变频器、小型PLC产品在中国市场均有较好的市场份额。 公司同时表示，面向人形机器人产业，公司正在积极开发电机、驱动、执行器模组等人形机器人相关的 零部件产品。同时，基于制造业场景，基于工厂操作类场景的价值闭环，从客户实际场景需求出发，为 客户提供场景化的产品和解决方案。 在并购方面，公司主要围绕与主业高度协同的自动化、精密机械、工业软件、新能源以及上下游产业链 方向开展投资并购业务，以搭建和完善公司自身的产业生态，并不断拓宽业务边界。 | F10 | 简框 标记 +自选 返回 | | | 汇川技术 300124R300 | | | --- | --- | --- | --- | --- | --- | | ~81.71 | | | | 66.50 -0.73 -1.09% | | | | | | 工力 | 66.55 | | | | | | 三四 | 66.54 | 6 | | | | | ...

Group 1: Investor Relations Activities - The company conducted multiple investor relations activities from May 6 to May 16, 2025, including on-site research and conference calls, with a total of 136 participants across various sessions [6][7][8]. - Notable participants included major investment firms such as Point72, Allianz, and BlackRock, with a total of 91 participants in one of the strategy meetings [2][3][4]. Group 2: Business Growth Areas - The company aims to enhance its market share in automation, focusing on servo systems, variable frequency drives, and small PLC products, with a strategy to expand into industrial robots and precision machinery [8][9]. - The company is targeting the process industry as a key growth area, leveraging trends in digitalization and new industrialization to improve its offerings [8][11]. Group 3: Mergers and Acquisitions Strategy - The company is pursuing mergers and acquisitions that align closely with its core business in automation, precision machinery, and industrial software, aiming to build a comprehensive industrial ecosystem [11]. - Recent acquisitions include the purchase of SBC in 2023, which has strengthened the company's capabilities in precision machinery [9][11]. Group 4: Production Capacity and Expansion - The company has initiated production at a new factory in Nanjing, which focuses on industrial robots and precision machinery, enhancing its production capacity [9]. - The company is actively working to introduce new products into the Chinese market, leveraging collaborations with industrial clients [9][10].

Core Insights - The company reported revenue of 770 million yuan for 2024, a year-on-year increase of 4.9%, and a net profit of 190 million yuan, up 26.9% year-on-year [1] - For Q1 2025, the company achieved revenue of 200 million yuan, a year-on-year increase of 19.8%, but a net profit of 50 million yuan, down 1.2% year-on-year [1] Financial Performance - The company's revenue from brake system bearings grew by 7.7% in 2024, accounting for 78.9% of total revenue [2] - The gross margin for 2024 was 32.5%, an increase of 0.4 percentage points year-on-year, while the net margin was 24.5%, up 4.3 percentage points year-on-year [2] - In Q1 2025, the gross margin was 33.1%, a decrease of 0.4 percentage points year-on-year, and the net margin was 23.8%, down 5.0 percentage points year-on-year [3] Global Expansion - The overseas market accounted for 68.4% of the company's revenue in 2024, with significant investments in Thailand to enhance production capacity [4] - The company has established local service capabilities in North America, which is expected to accelerate its global industrial layout [4] Strategic Initiatives - The company has initiated the production of harmonic reducers, a core component for robotics, with the first production line completed by the end of 2024 [5] - A dedicated robotics components division was established in 2024 to oversee the development and layout of robotic core components [5] Profit Forecast - The company is projected to achieve net profits of 220 million yuan, 250 million yuan, and 290 million yuan for the years 2025, 2026, and 2027, respectively, with corresponding PE ratios of 68, 60, and 52 times [5]

Core Viewpoint - The company has successfully developed key components for its dexterous hand, including hollow cup motors, and has received bulk orders from over 10 leading enterprises in the industry [1] Group 1 - The company possesses comprehensive design and R&D capabilities for key components of the dexterous hand [1] - The company has achieved sample submissions and bulk orders from more than 10 industry-leading enterprises [1]