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深市公司加速抢滩机器人:业绩飙升、新赛道卡位
Huan Qiu Wang· 2025-05-19 09:54
Group 1 - The Shenzhen Stock Exchange held a performance briefing for listed companies in the robotics industry, focusing on the theme "Agile and Empowering New Manufacturing," with companies like Zhimi Intelligent, Changsheng Bearing, Changying Precision, and Gokong Technology participating to discuss their performance and industry outlook [1] - The Shenzhen robotics industry has formed a significant cluster with over 100 listed companies, achieving a total market capitalization of approximately 5.5 trillion yuan [3] - Changying Precision, a leading domestic precision electronic component company, aims for a revenue of 16.934 billion yuan in 2024, representing a year-on-year growth of 23.40%, with a net profit of 772 million yuan, a substantial increase of 800.24% [3] - Zhimi Intelligent, a leading provider of IoT hardware products and solutions, expects to achieve a revenue of 4.034 billion yuan in 2024, a year-on-year increase of 10.06%, with a net profit of 125 million yuan, reflecting a growth of 280.73% [3] - Gokong Technology's core business in motion control components is expected to drive revenue growth in 2024, as the company has over ten years of experience in the robotics field, assisting clients in system construction and commercial implementation [3] Group 2 - Companies express optimism about the future development of the robotics industry, although large-scale commercialization is anticipated to take time [4] - Changsheng Bearing's general manager noted that the overall development of the robotics industry will create more opportunities for component companies, with research indicating that the global humanoid robot market is expected to reach a certain level by 2025 and experience significant growth by 2035 [4] - The current business of Changsheng Bearing in the robotics components sector is in its early stages, with future revenue expected to increase [4]