机器人控制器销量全球第一，超过2000个机器人款型通过公司的平台部署，覆盖超过20个细分行业，仙 工智能二次递表谋求上市。 智通财经app了解到，近日仙工智能向港交所二次递表，中金公司（601995）为其独家保荐人。该公司 是以机器人控制系统为核心的智能机器人公司，根据灼识咨询，按2024年工业智能机器人销售收入计， 该公司于2024年排名全球第八，而按控制器销量计，本公司在机器人控制器行业排名全球第一。 该公司拥有超过1600家集成商及终端客户，遍及超过35个国家及地区，成长表现优秀，2022-2024年收 入复合增速为36%，2025年上半年继续高增35%。不过该公司处于连年亏损状态，2022年以来累计股东 净亏损额1.735亿元，2025年上半年净亏损率32.1%，同比缩窄5.8个百分点。 "技术+平台"双轮策略，量大核心产品驱动收入高增 智通财经app了解到，仙工智能成立于2020年4月，同年推出顶升机器人、机器人控制器SRC-2000及智 能叉车，2022年完成软件产品矩阵布局，发展至今已成为行业软硬件龙头。该公司采用"技术+平台"双 轮策略，在满足客户定制化需求的同时，实现跨行业的可扩展部署，并基 ...

尽管行业发展势头强劲，工业智能机器人领域仍面临开发、获得、使用门槛高的痛点，这一问题源于终端企业工业场景复杂、 需求"千厂千面"，以及上下游产业链资源分散导致的机器人协同作业难题。仙工智能凭借在控制系统领域的技术专长与数千个 工业场景的数据积累，通过垂直整合供应链，提供大量可互操作的机器人、控制器、软件及配件，有效降低了智能机器人的应 用门槛。目前，公司已构建起覆盖超35个国家及地区的多元化客户群，服务超1600家集成商及终端客户，累计部署超2000个机 器人款型，应用场景遍及3C、汽车、新能源、半导体等超20个细分行业。 仙工智能的核心业务为提供控制器、软件、机器人及配件的一站式解决方案，所有产品均属香港上市规则第18C章定义的特专科 技产品。业绩记录期内，公司业务呈现强劲增长态势，2022年至2024年总收入从1.84亿元人民币增长至3.39亿元人民币，复合年 增长率达35.7%；2025年上半年收入达1.58亿元人民币，较2024年同期的1.17亿元人民币增长34.5%。 分产品来看，机器人销售是核心增长引擎之一。2022年至2024年，机器人销售收入从1.03亿元人民币增至2.36亿元人民币，两年 间 ...

Core Insights - The Ministry of Industry and Information Technology has announced the inclusion of two industrial clusters from Hangzhou in the 2025 list of characteristic industrial clusters for small and medium-sized enterprises (SMEs), reinforcing Hangzhou's position in advanced manufacturing [1][2] Group 1: Industrial Clusters Overview - The two newly recognized clusters are the intelligent robot industry cluster in Binjiang District and the intelligent forklift parts industry cluster in Lin'an District, both expected to exceed 10 billion yuan in total output value by 2024 [1] - Hangzhou now has a total of three "national-level" characteristic industrial clusters, highlighting its competitive edge in advanced manufacturing [1] Group 2: Binjiang District Intelligent Robot Industry Cluster - The Binjiang cluster focuses on core components and software algorithms for "embodied intelligent robots," with a projected total output value of 18.7 billion yuan in 2024, 80% of which comes from SMEs [1] - The cluster consists of 93 SMEs, including 43 specialized and innovative SMEs and 15 "little giant" enterprises, with leading companies like Yushu Technology driving technology and market direction [1] Group 3: Lin'an District Intelligent Forklift Parts Industry Cluster - The Lin'an cluster has a complete industrial chain layout from basic materials to key component manufacturing and complete machine manufacturing, with a projected total output value of 17.332 billion yuan in 2024, where the main industry accounts for 90.92% [2] - The cluster includes 68 enterprises, producing nearly 1.28 million various intelligent forklift devices annually, capturing approximately 28% of the national market share [2][3] Group 4: Innovation and Development Strategies - Innovation is identified as the core driving force for the clusters, with Lin'an hosting four national-level and 21 provincial-level innovation platforms, alongside high-end research resources [3] - The Binjiang cluster collaborates with various research institutions to establish innovation platforms, enhancing research and development capabilities [3] - Hangzhou is actively promoting the development of SMEs towards specialization and innovation, encouraging collaboration with leading enterprises to form a "chain-based" industrial model [3]

Core Insights - Anhui Province is showcasing its resilience and vitality in the manufacturing sector by introducing ten leading technologies and products at the 2025 World Manufacturing Conference [1] - The province has transitioned from a traditional agricultural base to a manufacturing powerhouse, emphasizing the importance of digital transformation and innovation in driving high-quality industrial development [5][6] Group 1: Technological Advancements - The conference highlighted advanced technologies such as the lunar in-situ resource additive manufacturing system and intelligent robotics, reflecting Anhui's commitment to innovation [1] - Anhui Hefei presented three AGV series products designed for complex logistics scenarios, demonstrating the province's focus on intelligent manufacturing [3] Group 2: Digital Transformation - Anhui has implemented a policy framework to support the digital transformation of its manufacturing sector, with a total funding of 2.523 billion yuan allocated to various projects [5] - The province has achieved 100% digital transformation initiation among its industrial enterprises, showcasing the effectiveness of its digitalization efforts [6] Group 3: Emerging Industries - Anhui's strategic emerging industries have shown significant growth, with the output value of these industries growing at an average annual rate approximately double that of the overall industrial growth rate [9] - The province is home to a substantial share of national production in various sectors, including 10% of automobiles and 15% of photovoltaic components [8] Group 4: Future Industries - Anhui is actively developing future industries such as quantum technology and deep space economy, with initiatives aimed at fostering innovation and establishing a robust industrial foundation [10][11] - The province aims to create a comprehensive ecosystem for innovation, integrating government, industry, academia, and finance to support the growth of emerging sectors [15]

Core Insights - Stardust Intelligent has entered a strategic cooperation with Xian Gong Intelligent to deliver a large order of humanoid robots, marking a significant development in the industrial robotics sector in China [1][2] - The collaboration aims to leverage the strengths of both companies, with Stardust focusing on upper limb operations and Xian Gong specializing in lower limb logistics solutions [2][3] Company Overview - Stardust Intelligent is recognized for its unique rope-driven transmission technology, which allows its AI robot, Astribot S1, to mimic human-like movements, particularly in upper limb operations [1] - Xian Gong Intelligent provides robotic solutions for industrial logistics, with a product lineup that includes smart forklifts and lifting robots, serving over 1,500 global clients across various industries [2] Financial Performance - Xian Gong Intelligent reported revenues of 184 million yuan, 250 million yuan, and 339 million yuan for the years 2022, 2023, and 2024, respectively, with annual growth rates of 35.33% and 36.15% [2] - The company is currently operating at a loss, with net losses of 32.26 million yuan, 47.70 million yuan, and 42.31 million yuan projected for the same years, alongside a fluctuating gross margin [3]

Group 1: Project Development and Economic Growth - The Zhengpu Port New Area is focusing on building an integrated hub for Jiangsu and Anhui provinces, emphasizing digital empowerment in manufacturing and high-quality economic development [1][3] - In the first half of the year, 28 projects were introduced with a total investment of 5.8 billion yuan, including significant projects like Zhonglian Heavy Industry's intelligent logistics equipment [3] - The completion rates for provincial key projects reached 68.7%, while city-level projects achieved a completion rate of 72% [3] Group 2: Foreign Trade and Logistics - The Ma'anshan Comprehensive Bonded Zone reported a foreign trade import and export volume of 563 million USD in the first half of the year, with a significant increase in cross-border e-commerce [5] - The Zhengpu Port's cargo throughput reached 1.178 million tons, with container volume at 43,000 TEUs, showcasing the area's logistics capabilities [5] Group 3: Technological Innovation and Industry Upgrade - Companies like Anhui FJ Electronics and Anhui Zijiang Environmental Materials are investing heavily in digital transformation and innovation, with FJ Electronics expecting an annual output value exceeding 300 million yuan [7] - The establishment of technology research centers in collaboration with Nanjing University aims to enhance innovation and facilitate the transformation of research outcomes [7] Group 4: Ecological Development - The New Area prioritizes ecological protection by restricting industrial projects near the Yangtze River and implementing environmental assessments during the招商 phase [9] - Initiatives to enhance green spaces and improve forest coverage are underway, contributing to sustainable development [9] Group 5: Rural Revitalization and Community Development - The "Weitang Renjia" water restaurant project in Laoqiao Town is boosting local employment and income through a collaborative model involving the village collective and local farmers [11] - The "Baidu Qianlian" lotus planting base is generating significant income for local laborers, demonstrating the effectiveness of agricultural partnerships [12]

Economic Performance - The total industrial output value reached 171.86 billion yuan, with a year-on-year growth of 1.77% [1] - A total of 17 projects with investments exceeding 100 million yuan were signed, including 3 projects between 1 billion and 3 billion yuan, and 10 projects between 100 million and 500 million yuan [1] - Foreign investment received amounted to 1,791.44 million USD, with total import and export value at 3.281 billion USD [1] Social Development - The district emphasizes improving people's livelihoods as a key governance project, with initiatives like village cleaning actions leading to the rectification of 335 locations and the removal of 172 instances of exposed garbage [2] - Construction of resettlement housing has progressed, with 1,345 households receiving 1,770 housing units [2] - Social assistance was provided to 24 families with disabilities, and home care services were extended to 850 elderly individuals [2] Project Development - The district has signed significant projects in strategic emerging industries, with a total investment of 4 billion yuan, including carbon fiber composite materials and energy storage equipment [3] - Projects such as wind turbine blades and intelligent manufacturing have successfully commenced, while others like IC packaging and battery production have been completed [3] - The district has engaged with Japanese and Korean business associations to enhance foreign investment, resulting in several successful foreign projects [3] Industrial Strategy - The district focuses on four main sectors: new energy and equipment manufacturing, automotive parts, high-end equipment manufacturing, and next-generation electronic information [4] - Key projects include electric equipment and automotive bearing manufacturing, aimed at creating a robust industrial ecosystem [4] - The district plans to enhance its business environment through innovation, talent development, and infrastructure upgrades to support high-quality development [4]

Core Viewpoint - Noli Co., Ltd. (603611) is actively engaging in the development of smart forklifts and unmanned forklifts to serve construction logistics in complex high-altitude environments, while also aiming to participate in major national projects [1] Group 1 - Noli Co., Ltd. is focusing on smart forklifts and unmanned forklifts [1] - The company is targeting complex environments, specifically high-altitude construction logistics [1] - Noli Co., Ltd. plans to seize opportunities to participate in significant national projects [1]

Core Viewpoint - Noli Co., Ltd. (603611.SH) is actively engaging in the development of smart forklifts and unmanned forklifts, which are designed to operate in complex environments such as high-altitude construction logistics. The company aims to seize opportunities to participate in major national projects [1] Group 1 - The company offers products like smart forklifts and unmanned forklifts [1] - These products are specifically tailored for high-altitude and complex environments [1] - The company is committed to actively participating in significant national projects [1]

Group 1 - AI technology is accelerating the development of forklift technology, with multiple listed companies actively positioning themselves in the industry [1] - The core of smart forklifts lies in the control system, which enables the forklift to execute tasks based on natural language commands and navigate autonomously [1] - AI enhances the efficiency of warehouse logistics by enabling forklifts to quickly identify shelf locations, types of goods, and storage positions, thus optimizing routes and improving space utilization [1] Group 2 - Anhui Heli (600761) has entered into a deep cooperation agreement with Huawei to enhance its smart logistics solutions through digital transformation and AI technology [1] - Hangcha Group (603298) has established three business units focusing on smart logistics solutions, including AGV and software integration systems, to strengthen its market position [2] - The application of AI technology in forklifts is expected to expand into more scenarios, such as ports and open road environments, promoting broader logistics automation [2]