水下机器人驱动电机

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【私募调研记录】鸿道投资调研微光股份
Zheng Quan Zhi Xing· 2025-08-21 00:13
Group 1 - The core viewpoint of the news is that Micro Light Co., Ltd. is experiencing steady growth in revenue and profit, with significant advancements in its emerging humanoid robot business and other sectors [1] - In the first half of 2025, Micro Light Co., Ltd. expects a net profit of 36 million yuan, having achieved a net profit of 17.24 million yuan in the first half of the year [1] - The company has developed multiple products in the humanoid robot sector, including hollow cup motors and frameless torque motors, with some products already in mass production [1] Group 2 - ECM motors accounted for 19.07% of sales in the first half of the year, and the company plans to increase investment in research and industrialization [1] - Micro Light Co., Ltd. has made progress in various fields such as energy storage, data centers, modern agriculture, and industrial automation [1] - The company participated in a stock issuance of Songfa Co., Ltd. at a price of 36.67 yuan per share, acquiring 3,272,429 shares [1]
微光股份(002801):营收利润两位数增长 双循环布局深化
Xin Lang Cai Jing· 2025-08-18 08:39
高效节能是世界的发展趋势。推广和使用节能高效电机,已成为世界发达国家能源战略的重要内容。美 国、加拿大、欧洲等已强制推行节能高效电机,要求工业电机满足IE3 能效等级标准,国外强制推行节 能高效电机将推动公司节能高效电机出口。我国《工业能效提升行动计划》提出到2025 年,重点工业 行业能效全面提升,数据中心等重点领域能效明显提升,绿色低碳能源利用比例显著提高,节能提效工 艺技术装备广泛应用。在节能环保的趋势下,公司的ECM 电机以及伺服电机大有可为。 积极拓展新兴领域,伺服电机业务快速增长。25H1,公司稳固冷链行业地位,积极拓展储能、数据中 心、工业自动化、机器人(人形机器人)等领域,已完成水下机器人驱动电机送样合格,储能空调用 310、500 闭式轴流风机、3款MZW 关节模组的开发,AC72 三相电机及风机、EC1.20 万风机等产品实 现量产,制冷电机及风机业务实现营收6.60 亿、同比+10.30%,伺服电机业务实现营收6867.40 万,同 比+11.21%。公司紧跟人形机器人产业方向,加大空心杯电机、无框力矩电机、关节模组等研发投入, 未来有望受益于全球人形机器人战略竞速及政策扶持带来的产业红 ...
微光股份股价上涨2.8% 上半年净利润同比增长11.32%
Jin Rong Jie· 2025-08-15 17:54
Group 1 - The latest stock price of Micro Light Co., Ltd. is 37.13 yuan, an increase of 1.01 yuan from the previous trading day, with a trading volume of 2.38 billion yuan [1] - The company specializes in the research, production, and sales of motors, fans, and automation equipment, with applications in cold chain, energy storage, data centers, and industrial automation [1] - In the first half of 2025, the company achieved operating revenue of 750 million yuan, a year-on-year increase of 10% [1] Group 2 - The net profit attributable to shareholders for the first half of the year was 172 million yuan, reflecting a year-on-year growth of 11.32% [1] - The net cash flow from operating activities was 127 million yuan, up 16.47% year-on-year [1] - The company plans to distribute a cash dividend of 1.5 yuan for every 10 shares to all shareholders [1] Group 3 - During the reporting period, the company added 8 new authorized patents and completed the development of several new products, including underwater robot drive motors and underwater wireless charging devices [1] - On the day of reporting, the net inflow of main funds was 25.55 million yuan, accounting for 0.59% of the circulating market value [1] - Over the past five days, the net outflow of main funds was 760,000 yuan, representing 0.02% of the circulating market value [1]