机器人关节

Search documents
蓝黛科技(002765) - 2025年9月25日投资者关系活动记录表
2025-09-26 12:43
Group 1: Share Transfer and Corporate Governance - The controlling shareholder, Zhu Tangfu, is transferring 18% of the company's shares to Anhui Jiangdong Industrial Investment Group, pending regulatory approvals [2] - The transfer process requires approval from the State-owned Assets Supervision and Administration Commission and compliance review by the Shenzhen Stock Exchange [2] Group 2: Shareholder Information - The top ten shareholders as of June 2025 will be disclosed in the upcoming Q3 report on October 30, 2025 [3] - The company encourages investors to refer to the half-year report released on August 29, 2025, for the latest shareholder information [3] Group 3: Business Development and Collaborations - The company is focusing on the synergistic development of its power transmission and touch display businesses [4][6] - There are ongoing discussions with leading robotics companies, but specific collaborations have not been disclosed [6][7] Group 4: Investment and Expansion Plans - A production base is being established in Thailand with an investment of up to RMB 200 million, initiated in March 2025 [5] - The construction will be phased based on market demand and business progress [5] Group 5: Market Performance and Investor Sentiment - The company's stock price is influenced by macroeconomic factors, industry trends, and investor sentiment [4] - The company aims to enhance its quality and intrinsic value to provide good returns to investors [4]
对话易凯资本郑勇:巨头终将在泡沫中孕育、具身并购将从上游打响
Cai Jing Wang· 2025-09-24 13:57
自智元机器人收购上纬新材控股权,让这家原本低调的化工企业股价在不到一年时间内飙涨逾十倍,成 为A股2025年以来首只"十倍股",而后不到两月时间里,两起具身智能并购/收购案相继登场:猎豹移动 宣布控股UFACTORY,被视为互联网企业切入机器人领域的典型样本,猎豹移动董事长傅盛称,此次 交易将进一步丰富猎豹移动旗下的机器人产品矩阵,使机器人能够覆盖更多物理世界的场景与作业需 求,拓展机器人的应用边界。 而九鼎投资斥资2.13亿元拿下南京神源生,更因目标公司营收仅200万元、仍在亏损而引发广泛讨论。 九鼎投资在公告中直言,此次跨界并购旨在"拓展高科技产业布局,培育新业绩增长点"。在并购完成 后,九鼎将派出3名董事(含董事长)及财务负责人入驻神源生,同时要求核心团队签署竞业协议,确 保技术团队的稳定性。 接二连三的动作,不仅点燃了二级市场的想象力,也让业界对具身智能的资本化路径展开热议:并购潮 是否已经提前来临。带着"为什么并购先出现在上游?""整合难题能否破解?""估值逻辑如何成立?"这 些疑问,作者与易凯资本科技并购业务负责人郑勇展开了对话。 这位拥有17年私募股权投资、投行和资本市场经验的老将指出,并购真正 ...
2025年全国机器人精密减速器与关节创新论坛报告清单
机器人圈· 2025-09-12 10:05
[ 编者按 ]由全国减速机标准化技术委员会主办,国华(青岛)智能装备有限公司承办,中国机 械工业联合会机器人分会、北京工业大学等协办的" 2025年全国机器人精密减速器与关节创 新论坛 ",将于2025年9月19至21日在青岛举行,报告清单如下。 2025年全国机器人精密减速器与关节创新论坛 报告清单 | 1.特邀报告:工业机器人走向高质量发展的重点任务 | | --- | | 哈尔滨工业大学 赵 杰 教授 | | 2.特邀报告:从"山坳"到"山峰":机器人精密减速器与关节 | | 的"黄金十年" | | 北京工业大学 石 服 → 教授 | | 3.特邀报告:移动式协作机器人精密驱动与控制技术 | | 中国科学院宁波材料技术与工程研究所 杨 桂林 研究员 | | 4.特邀报告:源自人体的启示:仿生拉压体机器人理论与技术 | | 吉林大学 商 爱 任 雷 教授 | | 5.特邀报告:持续推动制造业高质量发展 | | 北京交通大学 条 明 皓 教授 | | 6.特邀报告:行星滚柱丝杠及其直线关节传动关键技术 | | 西北工业大学 刘 更 教授 | | 7.特邀报告:减速器在机器人中的应用思考 | | 北京理工大学 ...
【研选行业+公司】全球核聚变商业窗口抢先卡位?机构点名6只核心标的
第一财经· 2025-09-11 12:04
Group 1 - The article highlights a significant increase in global fusion investment, reaching $9.7 billion, with a focus on the 2030 commercialization window and six core component stocks identified by institutions [1] - A specific company is projected to achieve a net profit growth rate of up to 325% by 2025, with its traditional business recovering and gross margins exceeding 35%, alongside an anticipated increase in production of courtyard robots and forward-looking investments in robotic joints [1]
方正电机:上半年新能源驱动电机业务表现亮眼,布局机器人关节等新业务
Zheng Quan Shi Bao Wang· 2025-08-30 04:55
Core Viewpoint - The company, Fangzheng Electric (002196.SZ), reported a revenue of 1.264 billion yuan for the first half of 2025, marking an 8.51% year-on-year increase, driven by the expanding demand in the Chinese new energy vehicle market [1] Group 1: Business Performance - In the first half of 2025, the new energy drive motor business generated sales revenue of 600 million yuan, with a shipment volume of 463,600 units, bringing the cumulative shipment to 3.5656 million units [1] - The total installed capacity in the new energy vehicle sector reached 6.271 million units, reflecting a 30.6% growth compared to the same period last year [1] Group 2: Technological Advancements - The company is focusing on advanced technology research and development, particularly in the areas of 800V high-voltage platforms, flat wire motors, and oil-cooled motors, which significantly reduce charging time and improve energy transmission efficiency [2] - The company has achieved international leading levels in several technical indicators, including eight-layer flat wire stator technology and ultra-high power density [2] - The 800V motor system developed for the Xiaopeng G9 is the first mass-produced ultra-high voltage motor product in China, indicating a significant breakthrough in high-voltage drive technology [2] Group 3: Market Position and Capacity Expansion - The company ranks among the top in market share for new energy drive motors, with clients including well-known enterprises such as SAIC-GM-Wuling, SAIC Group, and Xiaopeng Motors [2] - The Deqing base's first phase, with an annual production capacity of 800,000 units, has been fully operational, while the second phase, with a capacity of 2.2 million units, is under construction, aiming for a total capacity of 3 million units by 2026 [2] Group 4: Other Business Segments - The micro-special motor segment remains a cornerstone business, contributing steadily to revenue, with the global micro-motor market projected to grow from 46.74 billion USD in 2024 to 76.99 billion USD by 2032 [3] - In the automotive electronics sector, the company’s subsidiary, Shanghai Haineng Automotive Electronics, has seen a 57.01% revenue increase due to the implementation of the National VI emission standards [3] - The company is also exploring emerging businesses such as robotic joints and electric aircraft drive systems, with 18 related patents applied for, of which 9 have been granted [3]
中鼎股份:机器人关节、谐波减速器、行星减速器、力矩传感器以及轻量化骨骼都在给机器人本体公司送样
Zheng Quan Ri Bao Wang· 2025-08-25 11:12
Core Viewpoint - Zhongding Co., Ltd. (000887) is actively supplying samples of various robotic components to robot manufacturers, indicating a focus on expanding its presence in the robotics industry [1] Group 1 - The company is currently providing samples of robotic joints, harmonic reducers, planetary reducers, torque sensors, and lightweight skeletons [1]
连“徐大姐”都来投具身智能了
投中网· 2025-08-19 06:25
Core Viewpoint - The recent surge in financing within the embodied intelligence sector is driven by a combination of market excitement, technological advancements, and a diverse range of investors seeking opportunities in this emerging field [4][18][20]. Group 1: Financing Trends - In July, several startups in the embodied intelligence sector announced significant financing rounds, with amounts exceeding 1 billion yuan, indicating a robust investment climate [4][12]. - The financing rounds often featured unconventional labels such as "Pre-A++" and "A1," suggesting a high demand for capital despite the absence of substantial changes in financial metrics [10][11]. - The total number of financing events in the embodied intelligence sector reached 123 in the first seven months of 2025, with 46 of these being over 1 billion yuan, marking a notable investment cycle [5][12]. Group 2: Investor Sentiment - Investors are increasingly drawn to the embodied intelligence sector due to its perceived potential for high returns, driven by the success of related technologies like large models [18][19]. - The presence of diverse investors, including industry capital, venture capital, and government funds, reflects a broad interest in the sector, enhancing its credibility and attractiveness [14][20]. - Despite some skepticism regarding the commercial viability of certain projects, many investors remain optimistic about the long-term potential of embodied intelligence technologies [24][27]. Group 3: Market Dynamics - The current financing wave is characterized by a sense of urgency among investors, driven by the fear of missing out on lucrative opportunities in a rapidly evolving market [8][17]. - The embodied intelligence sector is seen as a continuation of the large model investment trend, with many investors looking for new frontiers as the large model market stabilizes [18][19]. - The complexity and multi-faceted nature of embodied intelligence applications suggest a more decentralized market structure, with various business models emerging rather than a single dominant player [22][27].
腾亚精工拟参设腾亚科众 开展机器人关节相关业务
Zhi Tong Cai Jing· 2025-08-04 11:18
腾亚精工(301125)(301125.SZ)公告,公司拟与南京运冀、湖南科众兄弟科技(002562)有限公司(简 称"湖南科众")、北京叁玖叁科技有限公司(简称"叁玖叁")共同投资设立腾亚科众,以开展研制、生产、 销售机器人关节。腾亚科众的注册资本为人民币1000万元,其中公司以货币出资400万元,占合资公司 注册资本的40%;南京运冀以货币出资200万元,占合资公司注册资本的20%;湖南科众以技术出资320万 元,占合资公司注册资本的32%;叁玖叁以货币出资80万元,占合资公司注册资本的8%。 ...
腾亚精工(301125.SZ)拟参设腾亚科众 开展机器人关节相关业务
智通财经网· 2025-08-04 11:17
Group 1 - The core point of the article is that Tengya Precision (301125.SZ) plans to jointly invest in a new company, Tengya Kezhong, with three other partners to develop, produce, and sell robotic joints [1] - The registered capital of Tengya Kezhong is set at RMB 10 million, with Tengya contributing RMB 4 million, which represents 40% of the total registered capital [1] - The other partners include Nanjing Yunjie, which will contribute RMB 2 million (20%), Hunan Kezhong Brothers Technology Co., Ltd. contributing RMB 3.2 million in technology (32%), and Beijing 393 Technology Co., Ltd. contributing RMB 800,000 (8%) [1]
具身智能、大模型、灵巧手……在这场大会看“人工智能+”如何在深圳具象化
Sou Hu Cai Jing· 2025-08-02 20:34
Core Insights - The 2025 AGIC Shenzhen International General Artificial Intelligence Conference and Expo will take place from August 27 to 29, showcasing over 1,000 companies and covering 80,000 square meters, highlighting the practical applications of "Artificial Intelligence+" [1][4] Group 1: Industry Trends - Large models are transitioning from pure software to hardware, becoming the core operating system for robots, smart terminals, and industrial equipment, demonstrating AI's evolution from code to physical capabilities [2][4] - The conference theme "Model-Driven, Intelligent Future" emphasizes the integration of AI with hardware, showcasing products like sensors from Huawei and robots from DJI, which are now equipped with intelligent cores from major AI models [2][4] Group 2: Event Highlights - The event will feature eight industry scenarios including security, finance, manufacturing, and healthcare, with dedicated exhibition areas for general AI, smart sensing, and intelligent terminals [5] - A total of 100 groundbreaking AI technologies will have their global debut at the conference, covering areas such as AI chips, generative AI, and intelligent robots [6] Group 3: International Participation - Over 20 Japanese companies will participate, showcasing innovations like agricultural robots and collaborative robots, highlighting the global collaboration in AI technology [4][6] - The event has attracted nearly 8,876 overseas buyers from over 30 countries, indicating strong international interest and engagement in the AI sector [6]