机油泵

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美湖股份20250723
2025-07-23 14:35
美湖股份 20250723 宇树机器人启动上市辅导,叠加特斯拉图纸更新,提振国产机器人板块 情绪,美湖股份作为宇树供应链企业受益。 宇树机器人订单火爆,营收已超 10 亿元,订单超 5,000 台。美湖股份 作为其重要供应商,供应关键模组和齿轮等高价值产品,预计今年至明 年初将贡献约 1.2 亿元收入。 美湖股份在谐波减速器领域具有领先地位,核心零部件自研自产,具备 成本和性能优势。重庆工厂投产后产能将提升至 10 万套,预计年收入 可达 3 亿元以上。 美湖股份与机器人主机厂合作模式多样,提供硬件产品及与 TIER one 供应商对接服务,未来在机器人市场放量后具备广阔发展空间。 美湖股份主要客户包括宇树机器人和富士康,并潜在服务于腾讯养老机 器人、川渝链赛力斯及银河通用等项目,客户关系表明其在行业内具有 较强竞争力。 美湖股份柴油发电机油泵业务受益于 IDC 数据中心备用电源需求爆发, 预计今年该业务收入增量为 8 至 10 亿元,对应净利润约 8,000 万至 1 亿元。 预计美湖股份 2025 年全年收入约为 25 亿元,利润约为 2.6 亿至 2.8 亿 元。机器人业务中期利润可达 3 亿元以上,主 ...
湖南美湖智造股份有限公司2025年第一季度报告
Shang Hai Zheng Quan Bao· 2025-04-30 05:56
Core Viewpoint - The company has reported its quarterly financial results, ensuring the accuracy and completeness of the information provided, and has made adjustments to previous financial data due to changes in the scope of consolidation [1][2]. Financial Data Summary - The financial statements for the first quarter of 2025 have not been audited [1]. - The company has made retrospective adjustments to its financial data for the first quarter of 2024 due to changes in the scope of consolidation [1]. - The net profit of the merged entity before consolidation was reported as -815,256.89 yuan, compared to -617,444.78 yuan in the previous period [7]. Shareholder Information - The company has not reported any changes in the top ten shareholders or the status of shares lent out for margin trading [3][4]. Other Important Information - The company plans to invest approximately 700 million yuan in the "Meihu Intelligent Manufacturing Western Production and R&D Base Project" in Chongqing, with an initial investment of 200 million yuan [5]. - The project aims to establish multiple production lines with significant annual capacities for various products, including variable displacement pumps and electronic pumps [5]. - The company has signed a share transfer agreement to acquire 69,120 shares (1.25% of total equity) in NUWA Robotics Corp., which focuses on the development and production of various types of robots [6]. - The company is actively developing new products, including electronic oil pumps and hybrid engine oil pumps, targeting several automotive manufacturers [6].
美湖股份(603319):经营短期承压,机器人进展顺利
NORTHEAST SECURITIES· 2025-04-28 09:18
[Table_Title] 证券研究报告 / 公司点评报告 经营短期承压,机器人进展顺利 事件: [Table_Summary] 公司发布 2024 年年度报告。2024 年实现营业收入 19.77 亿元,同比增 长 3.65%,归母净利润 1.66 亿元,同比下滑 23.48%,扣非归母净利润 1.47 亿元,同比下滑 26.96%。其中,2024Q4 实现营收 4.98 亿元,同 比下滑 9.25 %,归母净利润 0.22 亿元,同比下滑 66.01 %,扣非归母净 利润 0.18 亿元,同比下滑 68.33%。 收入和盈利短期承压,静待改善。收入端,公司 2024 年稳定增长,分 业务来看,柴油机机油泵/汽油机机油泵/电机/变速箱泵/新能源车用零 部件实现营收 6.02/3.34/1.58/1.58/4.63 亿元,同比增长-0.23% / -4.90%/ +18.96%/-12.13%/+17.37%,实现销量 241.50/ 240.80/ 312.77/ 146.11/ 354.50 万台,同比+4.58%/-6.45%/+13.11%/+1.48%/+9.64%。盈利端, 公司盈利增速慢于收入端 ...