机器人系统集成业务
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山东威达(002026.SZ):拟参股艾利特
Ge Long Hui A P P· 2025-12-05 12:07
格隆汇12月5日丨山东威达(002026.SZ)公布,为促进长期战略目标的实现,山东威达机械股份有限公司 积极布局智能机器人领域。2025年12月4日,公司与南通晨源鸿策股权投资合伙企业(有限合伙)(简 称"南通晨源")、艾利特智能机器人股份有限公司(简称"标的公司"或"艾利特")签署《关于艾利特智 能机器人股份有限公司之股份转让协议》,公司拟以自有资金6,277,873.07元人民币受让南通晨源持有 的标的公司9.4395万股股份(对应标的公司9.4395万元注册资本),占标的公司股本总额的0.3400%; 与艾利特签署《艾利特智能机器人股份有限公司投资意向书》,公司拟以自有资金13,722,126.93元人民 币认购标的公司新增12.3797万股股份(对应标的公司12.3797万元的注册资本),占本次增资后的标的 公司股本总额的0.4440%。若上述对外投资全部顺利实施,公司预计将持有增资完成后标的公司 0.7825%的股份,标的公司成为公司的参股子公司。 艾利特成立于2018年2月7日,是专注于工业机器人及自动化设备研发的国家高新技术企业,已构建了覆 盖5-30kg负载的八大系列39款产品矩阵,具备从操 ...
山东威达:拟参股艾利特
Ge Long Hui· 2025-12-05 12:05
艾利特成立于2018年2月7日,是专注于工业机器人及自动化设备研发的国家高新技术企业,已构建了覆 盖5-30kg负载的八大系列39款产品矩阵,具备从操作系统到关节模组的全栈技术能力,产品广泛应用于 汽车、3C电子、生物医疗等行业。公司产品主要包括协作机器人整机产品及机器人系统集成业务。 格隆汇12月5日丨山东威达(002026.SZ)公布,为促进长期战略目标的实现,山东威达机械股份有限公司 积极布局智能机器人领域。2025年12月4日,公司与南通晨源鸿策股权投资合伙企业(有限合伙)(简 称"南通晨源")、艾利特智能机器人股份有限公司(简称"标的公司"或"艾利特")签署《关于艾利特智 能机器人股份有限公司之股份转让协议》,公司拟以自有资金6,277,873.07元人民币受让南通晨源持有 的标的公司9.4395万股股份(对应标的公司9.4395万元注册资本),占标的公司股本总额的0.3400%; 与艾利特签署《艾利特智能机器人股份有限公司投资意向书》,公司拟以自有资金13,722,126.93元人民 币认购标的公司新增12.3797万股股份(对应标的公司12.3797万元的注册资本),占本次增资后的标的 公司股本 ...
节卡股份报考科创板上市:收入增长不及预期,大幅扩产意欲何为?
Sou Hu Cai Jing· 2025-07-23 09:25
Core Viewpoint - The company, Jieka Robotics, is facing challenges in its IPO process and financial performance, despite being positioned in a growing market for collaborative robots. The company has reported a slowdown in revenue growth and has experienced fluctuations in profitability, raising concerns about its future prospects and the viability of its expansion plans [1][3][5]. Revenue Growth - Jieka Robotics has shown revenue growth from 281 million yuan in 2022 to 400 million yuan in 2024, with a compound annual growth rate (CAGR) of 19.42% during the reporting period, significantly lower than the 141.16% CAGR from 2020 to 2022 [6][7]. - The company's main revenue source is collaborative robot systems, which accounted for 93.63% of total revenue in 2024, up from 77.24% in 2022 [9][10]. - The projected revenue for 2024 was initially estimated at 555 million yuan, indicating that actual performance has not met expectations [7]. Profitability Concerns - Jieka Robotics reported a net profit of 622,800 yuan in 2024, recovering from a loss of 2.85 million yuan in 2023, but the net profit has shown significant volatility [12][13]. - The company has accumulated undistributed losses of 58.03 million yuan as of the reporting period, indicating ongoing financial challenges [12][14]. - The increase in research and sales expenses has impacted short-term profitability, with R&D expenses rising to 19.21% of total revenue in 2024 [15][16]. Expansion Plans and Market Position - Jieka Robotics plans to raise 700 million yuan through its IPO, with 370 million yuan allocated for an intelligent robot production project aimed at achieving an annual production capacity of 40,000 units [19][20]. - The global market for collaborative robots is expected to grow significantly, with projections of 287,400 units sold by 2028, but the company acknowledges its current market position is not competitive with leading brands [18][19]. - The company has a production capacity of 8,000 units for collaborative robots in 2024, which is only one-fifth of its long-term target, raising questions about its ability to utilize new capacity effectively [21][23].