机器人业务
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松霖科技:截至2025年底,公司全职研发人员已经超过800人
Zheng Quan Ri Bao Wang· 2026-01-06 11:09
证券日报网1月6日讯,松霖科技(603992)在接受调研者提问时表示,截至2025年底,公司全职研发人 员已经超过800人,其中机器人业务专职团队近百人,近期不断增加,主要包括IDM业务部分AIOT团 队、厦门威迪斯团队人员以及新加入专职人员。机器人团队后续会按计划进一步扩展。 ...
股市必读:三花智控(002050)12月31日董秘有最新回复
Sou Hu Cai Jing· 2026-01-04 16:16
投资者: 近期,国家发改委、财政部印发《关于2026年实施大规模设备更新和消费品以旧换新政策的 通知》,请问继续实施以旧换新补贴,对贵司经营有何影响吗? 董秘: 公司将密切关注政策动向以及发展机遇。感谢您对公司的关注! 截至2025年12月31日收盘,三花智控(002050)报收于55.31元,上涨5.35%,换手率11.21%,成交量 413.07万手,成交额224.73亿元。 董秘最新回复 投资者: 请问董秘,公司有人形机器人相关业务吗?营收占比是多少?谢谢! 董秘: 公司机器人业务因涉及商业保密条款,无法对外公开披露。感谢您对公司的关注! 投资者: 请问三花智控,贵司机器人业务签署保密协议保密,是否因订单极少且处于产量初期阶段, 不便透露?还是因双方合作非常不确定要先保密?两种业务逻辑如何区分理解?根据目前信息国外没有 机器人大单需求特此咨询 董秘: 据我们了解,全球的大型科技公司对供应链都会有非常严格的保密要求,感谢您对公司的关 注! 浙江三花智能控制股份有限公司于2025年12月30日购回375,000股A股,用于股权激励计划及/或员工持 股计划,交易在深圳证券交易所进行。本次购回股份占公司已发行股 ...
三花智控:公司机器人业务因涉及商业保密条款无法对外公开披露
Zheng Quan Ri Bao Wang· 2025-12-29 11:44
证券日报网讯12月29日,三花智控(002050)在互动平台回答投资者提问时表示,公司机器人业务因涉 及商业保密条款,无法对外公开披露。 ...
机器人+新能源汽车概念联动3连板!天奇股份10:26再度涨停,背后逻辑揭晓
Jin Rong Jie· 2025-12-29 03:02
天奇股份3连板!,天奇股份10:26再度涨停,背后逻辑揭晓 据交易所数据显示,天奇股份连续三个交 易日涨停,晋级3连板。该股今日于10:26封涨停,成交额24.08亿元,换手率32.53%。金融界App AI线 索挖掘:天奇股份 机器人业务已落地 比亚迪等车企,同时 锂电池回收产能扩张,形成机器人与 新能源 双主线;此外公司正在筹划2025年度向特定对象发行A股股票事项,该事项能否顺利实施尚存在不确定 性。 风险提示:连板股波动剧烈,注意追高风险,理性投资!(注:以上由AI基于交易所等公开数据 生成,内容不构成投资建议。) ...
三花智控:公司机器人业务进展信息无法对外公开披露
Zheng Quan Ri Bao Wang· 2025-12-18 07:30
证券日报网讯12月17日,三花智控(002050)在互动平台回答投资者提问时表示,公司机器人业务进展 信息,因涉及商业保密条款,无法对外公开披露。 ...
东港股份:公司机器人业务是针对现有业务客户的需求而开发
Zheng Quan Ri Bao Wang· 2025-12-11 13:41
证券日报网12月11日讯东港股份(002117)在12月10日回答调研者提问时表示,公司机器人业务是针对 现有业务客户的需求而开发,机器人业务能契合现有客户的需求,因此在应用方面更加贴合实际使用场 景,同时项目落地效率高,能够快速满足客户需求,具备一定的竞争优势。 ...
1800亿牛股,盘中涨停,净流入A股第一!
Zhong Guo Zheng Quan Bao· 2025-12-04 08:16
Market Overview - The A-share market showed mixed results with the Shanghai Composite Index down by 0.06%, the Shenzhen Component Index up by 0.40%, and the ChiNext Index up by 1.01% as of the market close [2] - The total market turnover reached 15,617 billion yuan [2] Sector Performance - The reducer and aircraft engine sectors saw significant gains, while Hainan-related and consumer sectors experienced adjustments [4] - The humanoid robot sector was notably strong, with Sanhua Intelligent Control receiving a net inflow of over 2.6 billion yuan, ranking first in the net inflow list [5][4] - Sanhua Intelligent Control's stock closed at 44.79 yuan per share, with a total market capitalization of 188.48 billion yuan, and its stock price has increased by over 90% this year [4] Company Developments - Sanhua Intelligent Control's stock reached a peak increase of 7.51% during the day, following previous market speculation about large robot orders, which was later clarified as untrue [5][8] - The company has established a robot division and is constructing overseas production bases to enhance its supply chain and global competitiveness [8] - As of November 30, Sanhua Intelligent Control repurchased 3.0647 million shares, accounting for 0.0728% of its total share capital, with a total transaction amount of approximately 106 million yuan [8] Stock Buyback Adjustments - Sanhua Intelligent Control has made multiple adjustments to its share repurchase price, with the latest adjustment allowing for a maximum repurchase price of 60 yuan per share [9] Consumer Sector Trends - The consumer sector, particularly in food and dairy, faced declines, with several previously high-performing stocks hitting their daily limit down [10][11] - The consumer sector index decreased by 1.58%, indicating a challenging environment influenced by demand and competition uncertainties [13]
宝通科技(300031.SZ):公司机器人业务目前暂无军工领域应用
Ge Long Hui· 2025-12-01 01:01
格隆汇12月1日丨宝通科技(300031.SZ)在投资者互动平台表示,公司机器人业务目前暂无军工领域应 用,会持续关注市场机会,后续若有相关业务拓展,将及时依规披露。 ...
研报掘金丨东方证券:维持岱美股份“买入”评级,布局机器人业务,培育新的增长点
Ge Long Hui A P P· 2025-11-27 09:44
Core Viewpoint - Daimeiyuan Co., Ltd. is establishing a wholly-owned subsidiary, Shanghai Daimeiyuan Robotics Technology Co., Ltd., with an investment of 100 million yuan to develop its robotics business, indicating a strategic move into the robotics sector and a commitment to fostering new growth points [1] Company Development - The establishment of the robotics subsidiary marks the company's official entry into the robotics field, showcasing a significant investment scale that reflects its determination to grow in this area [1] - The company has long-term collaborations with overseas clients in the automotive sector and possesses mature production capacity overseas, which is expected to facilitate its entry into the robotics supply chain [1] Market Potential - The robotics business is anticipated to become a new growth point for the company, leveraging its existing overseas production advantages [1] - Comparable companies have an average PE valuation of 26 times for 2025, with a target price set at 10.66 yuan, maintaining a "buy" rating for the stock [1]
小熊电器:目前未有机器人相关业务
Mei Ri Jing Ji Xin Wen· 2025-11-18 01:28
Core Viewpoint - The company currently does not have any involvement in the robotics business and has not indicated plans to explore this area in the future [2] Company Information - The company, 小熊电器 (002959.SZ), confirmed on an investor interaction platform that it does not engage in any robotics-related business at this time [2]