智通财经APP讯，诺科达科技(00519)发布公告，2025年度，集团智能机器人业务完成由一到十的突破， 由点到面的跨越，正式迈向由十至百的规模化增长新阶段，业务创新及扩张成效全面显现。 国际市场布局同步提速，依托香港"超级联系人"优势，智能机器人已正式落地中东、东南亚及欧洲地 区，在智慧城市领域实现商业化验证，同时与中东、东南亚、欧洲、北美等多地伙伴推进跨领域合作。 香港市场作为战略基石，已实现新场景、新应用、新客户三重突破。智慧解决方案已成功进入皇后山 邨、嘉褔邨等公共屋邨，以及多个大型屋苑、医院、核心商场、康乐公园等多元场景。创新应用中，搬 运机器人承接垃圾分类及转运等重体力工作，有效降低工人受伤风险并提升作业效率，安防、清洁、礼 宾等机器人的本土化设计及应用亦获广泛认可。凭借优质服务与产品实力，集团已与特区政府相关部 门、主要地产发展商、大型物业管理公司及公共服务机构建立深度合作，品牌认可度与客户黏性持续提 升，为商业模式与产品的跨场景复制奠定坚实基础。 集团通过香港科学园基地强化技术储备，叠加专业出海团队部署与营销智能体研发优势，可高效复制香 港成熟经验至全球市场。伴随全球智能机器人市场的快速增长， ...

国际市场布局同步提速，依托香港「超级联系人」优势，智能机器人已正式落地中东、东南亚及欧洲地 区，在智慧城市领域实现商业化验证，同时与中东、东南亚、欧洲、北美等多地夥伴推进跨领域合作。 集团通过香港科学园基地强化技术储备，叠加专业出海团队部署与营销智能体研发优势，可高效复制香 港成熟经验至全球市场。伴随全球智能机器人市场的快速增长，预计公司智能机器人业务近期的规模化 发展前景广阔。 格隆汇10月8日丨诺科达科技(00519.HK)公告，2025年度，集团智能机器人业务完成由一到十的突破， 由点到面的跨越，正式迈向由十至百的规模化增长新阶段，业务创新及扩张成效全面显现。 香港市场作为战略基石，已实现新场景、新应用、新客户三重突破。智慧解决方案已成功进入皇后山 邨、嘉褔邨等公共屋邨，以及多个大型屋苑、医院、核心商场、康乐公园等多元场景。创新应用中，搬 运机器人承接垃圾分类及转运等重体力工作，有效降低工人受伤风险并提升作业效率，安防、清洁、礼 宾等机器人的本土化设计及应用亦获广泛认可。凭藉优质服务与产品实力，集团已与特区政府相关部 门、主要地产发展商、大型物业管理公司及公共服务机构建立深度合作，品牌认可度与客户黏性持 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責， 對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何 部分內容而產生或因倚賴該等內容而引致之任何損失承擔任何責任。 NOVAUTEK TECHNOLOGIES GROUP LIMITED 諾科達科技集團有限公司 （於百慕達註冊成立之有限公司） （股份代號：519） 自願性公告 智能機器人業務落地更新 諾科達科技集團有限公司（「本公司」，連同其附屬公司統稱「本集團」）董事會自願作 出本公告，以向本公司股東及潛在投資者提供本集團的最新業務情況。 二零二五年度，本集團智能機器人業務完成由一到十的突破，由點到面的跨越，正 式邁向由十至百的規模化增長新階段，業務創新及擴張成效全面顯現。 香港市場作為戰略基石，已實現新場景、新應用、新客戶三重突破。智慧解決方案已 成功進入皇后山邨、嘉褔邨等公共屋邨，以及多個大型屋苑、醫院、核心商場、康樂 公園等多元場景。創新應用中，搬運機器人承接垃圾分類及轉運等重體力工作，有 效降低工人受傷風險並提升作業效率，安防、清潔、禮賓等機器人的本土化設計及 應用亦獲廣泛認可。憑藉優質服務與產品實力，集團 ...

Group 1 - The event "Shanghai Securities Investment Conference" focused on the opportunities for domestic production of core components in humanoid robots, aiming to promote the development of a technology-financial ecosystem [1] - The year 2025 is anticipated to be the year of mass production for humanoid robots, with a continuous acceleration in the commercialization process [1] - The localization of core components is crucial for reducing costs and enhancing efficiency in the humanoid robot industry, which is currently facing challenges such as high costs and long delivery times [1] Group 2 - The hardware of robots is essential, with future focus areas including lightweight design, power endurance, and overload capacity [2] - Several companies have achieved full domestic production of key functional components for intelligent robots, breaking the reliance on imports [2] - The digitalization of China's robot industry is in its early stages, showing trends towards systematic innovation, market penetration into mid-to-high-end applications, and mature collaborative models among enterprises [2] Group 3 - Supply chain management in robot manufacturing prioritizes reliability, performance, and cost, emphasizing the importance of reliable components to avoid delays [3] - Companies suggest a systemic design approach in the product development phase to effectively reduce costs and improve production efficiency [3] - Enhancing product yield and minimizing waste during production are critical for lowering costs [3] Group 4 - The demand for robots in the home manufacturing industry is urgent, with companies developing various types of robots to enhance production efficiency and reduce operational costs [4] - The "New Quality Productivity" theme series by GF Fund aims to support high-quality economic development through understanding and exploring new productivity directions [4] - The initiative includes activities across various industries, helping investors recognize opportunities in the capital market [4]

Core Viewpoint - Sichuan Zigong Transportation Machinery Group Co., Ltd. (referred to as "the company") reported a significant increase in revenue and net profit for the first half of 2025, driven by technological innovation and market demand, while maintaining stability and growth in a complex market environment [2][3]. Financial Performance - The company achieved an operating income of 880 million yuan, representing a year-on-year growth of 48.5% - The net profit attributable to shareholders reached 73.38 million yuan, an increase of 20.35% compared to the previous year [2]. Business Strategy and International Expansion - The company has emphasized its internationalization strategy, with export revenue accounting for 55.62% of total revenue in the first half of the year [3]. - A significant contract was signed for a 128-kilometer long-distance conveyor system project in Guinea, valued at 406 million USD (approximately 2.93 billion yuan), marking a record for the company and enhancing its capabilities in large-scale international projects [2][3]. Technological Innovation - The company has strengthened its R&D in intelligent technology, collaborating with Huawei to establish the "Zigong-Huawei Joint Innovation Center," which has developed an intelligent industrial inspection robot for mining [3]. - The company is also working on various robotic products, aiming to create a comprehensive digital integration solution for the mining and equipment manufacturing industries [3]. Future Outlook and Growth Targets - The company has set ambitious performance targets, aiming for a net profit growth rate of no less than 50% in 2024 and a cumulative growth rate of 612.5% from 2024 to 2026 [4]. - The shift from price competition to a focus on technical solutions and value-added services has led to an increase in project bidding success rates and average contract values [4][5]. - The management is confident in achieving annual performance targets, with expectations for further growth in overseas revenue [5].

Core Viewpoint - The company is leveraging embodied intelligence technology in the logistics sector, focusing on the development of wheeled embodied intelligent robots to enhance efficiency and accuracy in operations [1] Group 1: Technology Development - The company is developing visual perception recognition and autonomous learning algorithms to improve the precision and efficiency of palletizing and depalletizing tasks [1] - The company has implemented intelligent algorithms for visual recognition and correction, visual inventory, and product appearance correlation analysis in warehouse and handling robots [1] Group 2: Future Research Directions - The company plans to continue exploring and researching technologies and products based on reinforcement learning, human-computer interaction, and visual perception to further enhance the intelligence of its logistics robots [1]

Core Viewpoint - The company, Lanjian Intelligent Technology Co., Ltd., has demonstrated steady growth in the first half of 2025, driven by overseas market breakthroughs and technological innovation in the smart logistics sector [2][6]. Group 1: Industry Overview - The smart logistics sector in China is transitioning from integrated automation to intelligent automation, with the integration of AI, IoT, and digital twin technologies driving this change [3]. - Lanjian Intelligent focuses on smart robots and logistics systems, offering comprehensive solutions that include warehouse robots, shuttle robots, and various smart logistics systems [3]. - The company has established a full-chain business model that combines hardware, software, and services, enhancing its competitive edge in the market [3]. Group 2: Company Performance - In the first half of 2025, Lanjian Intelligent achieved revenue of 623 million yuan, a year-on-year increase of 19.54%, and a net profit of 41.36 million yuan, up 11.89% [5]. - The company reported a significant improvement in cash flow, with net cash flow from operating activities turning positive at 1.54 million yuan, compared to a negative 60.18 million yuan in the same period last year [5][6]. - The company’s order reserve reached 2.06 billion yuan, a year-on-year increase of 56.89%, indicating strong future revenue potential [6]. Group 3: Market Expansion - Lanjian Intelligent has successfully delivered projects in various sectors, including new energy vehicles, electronics, and tobacco, contributing to revenue growth [6]. - The company’s overseas revenue reached 56.28 million yuan, a remarkable increase of 164.10% year-on-year, attributed to its participation in international logistics exhibitions [6][9]. - The company has begun establishing a global service network through subsidiaries in countries like France, the United States, and Hungary [4]. Group 4: Research and Development - Lanjian Intelligent invested 64.37 million yuan in R&D in the first half of 2025, representing 10.33% of its revenue, reflecting its commitment to innovation [6]. - The company holds over 444 proprietary intellectual property rights, including 103 invention patents, showcasing its technological capabilities [7]. Group 5: Shareholder Returns - The company completed a cash dividend distribution of 33 million yuan, with a dividend rate of 30.29%, demonstrating its stable profitability and commitment to shareholder returns [8]. - A share repurchase plan has been initiated to enhance shareholder value and attract talent, with a total repurchase fund of 10 to 20 million yuan [9].

Core Insights - The article highlights the rapid growth and transformation of the manufacturing industry in China, particularly in the field of industrial robotics, showcasing the advancements and increasing demand for domestic robots [1] Group 1: Industry Growth - China is the world's largest producer of industrial robots, with a year-on-year production increase of 35.6% in the first half of the year [4] - The sales of industrial robots from Efort have significantly increased, with an expected annual sales volume surpassing 20,000 units, compared to 16,000 units last year [4][5] Group 2: Market Demand and Opportunities - The demand for industrial robots is driven by the growth in sectors such as electric vehicles, electronics, and home appliances, aided by government policies promoting manufacturing upgrades [5] - Efort has diversified its product offerings to cater to various industries, including automotive and home appliances, which has contributed to its sales growth [5] Group 3: Technological Advancements - Efort has collaborated with upstream component manufacturers to overcome technical challenges in producing high-performance industrial robots, enhancing product reliability and performance [6] - The company has successfully developed and deployed new robotic technologies, such as a spray painting robot, which has gained international recognition and demand [7][8] Group 4: Export Growth - China's industrial robot export market share has risen to second globally, with a 61.5% increase in exports in the first half of the year [7] - Efort's acquisition of the Italian CMA robotics company has enabled it to enhance its technology and expand its product offerings in the international market [8]

Core Insights - The article highlights the rapid growth and transformation of China's manufacturing industry, particularly in the field of industrial robotics, showcasing the success of companies like Efort Intelligent Equipment Co., Ltd. [4][5] Industry Overview - China is the world's largest producer of industrial robots, with a year-on-year production increase of 35.6% in the first half of the year [4] - The demand for industrial robots is driven by the ongoing push for intelligent manufacturing and the need for efficiency in production processes [5][6] Company Performance - Efort's production capacity has significantly increased, with a monthly output of around 2,000 robots, compared to an annual sales volume of 16,000 units last year [4][5] - The company expects to exceed 20,000 units in sales for the current year, reflecting a strong market demand [4][5] Market Dynamics - Efort has diversified its product offerings to cater to various sectors, including automotive and home appliances, in response to market needs [5] - The implementation of policies promoting the replacement of old consumer goods has led to increased production in related industries, benefiting Efort [5] Technological Advancements - Efort has collaborated with upstream component manufacturers to overcome technical challenges in producing high-performance industrial robots, enhancing product reliability and performance [6] - The company has successfully developed and deployed new robotic technologies in major domestic automotive manufacturers, such as BYD and Seres [6][7] Export Growth - China's industrial robot export market share has risen to second globally, with a 61.5% increase in exports in the first half of the year [7] - Efort has expanded its international presence, including the acquisition of an Italian robotics company to enhance its product offerings [7][8] Future Prospects - Efort is constructing a new super factory with an annual capacity of 100,000 robots, aiming to innovate in the area of "robots making robots" [8]

Core Insights - China's industrial robot production is experiencing significant growth, with a 35.6% year-on-year increase in output during the first half of the year [1] - Efort Intelligent Equipment Co., Ltd. has seen its sales triple over four years, with expectations to exceed 20,000 units sold this year [1] - The company has diversified its product offerings to meet the rising demand in various sectors, including automotive and home appliances, driven by government policies and market needs [1] Group 1: Company Performance - Efort's production management reports an output of approximately 2,000 robots per month, a significant increase from five years ago when annual sales were at the same level [1] - The company sold 16,000 robots last year and has already reached around 10,000 units in sales for the first half of this year, with a forecast of over 20,000 units for the entire year [1] - Efort's growth is attributed to the increasing demand for industrial robots as companies expand production capabilities and improve efficiency [1] Group 2: Market Dynamics - The domestic market for industrial robots is bolstered by policies promoting the replacement of old consumer goods, leading to increased production in sectors like new energy vehicles and electronics [1] - Efort has successfully developed robots suitable for various manufacturing sectors, enhancing its market presence [1] - The company has also made strides in exporting, with a 61.5% increase in exports in the first half of the year, positioning itself as a significant player in the global market [3] Group 3: Technological Advancements - Efort has collaborated with upstream component manufacturers to overcome technical challenges in producing high-performance industrial robots, specifically in gear transmission structures [2] - The company has integrated technology from its acquisition of the Italian CMA Robotics, leading to the development of advanced spray painting robots that are now in demand both domestically and internationally [4] - Efort is constructing a new factory aimed at achieving a production capacity of 100,000 robots annually, with a focus on innovative assembly methods [4]