乘着资本市场对机器人青睐有加之际，相关公司蜂涌到港上市，主打工业机器人的卡诺普，成为最新一家抢上港交所的机器人公司 ▶ 公司去年在制造焊接机器人的收入位列全国第一 ▶ 盈利仍不稳定，去年亏损1,294万元 Key takeaways: 目前红得发紫的机器人企业宇树科技，创始人兼首席执行官王兴兴近日表示，如果说过去十年是机器人的"萌芽与探索"期，那 下一个十年将是"生长与绽放"，机械人将从"能运动"走向"能做事"，从"行业工具"升级至"生活伙伴"。 机器人仿佛已成为未来不可或缺的工具，在资本市场上，相关企业炙手可热，一家接一家抢着到香港上市，令机器人逐渐成 为港股一个重要板块。眼见机不可失， 成都卡诺普机器人技术股份有限公司 也不甘后人，近日已递交 上市申请 。 今年上半年，公司收入1.56亿元人民币（下同），同比增长36%，更赚844万元。相比众多香港上市的机器人公司，表现可算 不俗；毕竟在港上市的同类公司，能有盈利的简直屈指可数。 卡诺普的业务主要有三大类，分别是工业机器人、协作机器人及具身智能机器人。当中又以工业类的焊接机器人为主，据弗 若斯特沙利文资料，以2024年的收入计，在焊接机器人上排名第一，另外 ...

位于山西省吕梁山麓汾阳市三泉镇的华晋焦煤有限责任公司龙峰煤业矿区，万兆工业环网正无声地传输 着井下每一个角落的实时数据；汾西矿业（集团）有限责任公司设备修造厂里的焊接机器人臂影翻飞， 焊花在智能操控下绽放出精准的弧光；西山煤电（集团）有限责任公司马兰矿的调度指挥中心内，工作 人员轻点屏幕，百米井下的采煤机便应声启动，乌金如浪潮般涌向地面。 山西焦煤煤炭事业部、机电部部长吴旭东表示，集团正全面加力推进煤矿智能化建设。按照企业规划， 到2026年，煤矿智能化产能占比将超80%。 数据协同 在汾西矿业设备修造厂焊接车间，有着20多年经验的焊接师傅张勇正与他的"新同事"——中部槽焊接机 器人默契配合。机械臂精准挥动，弧光轨迹稳定流畅，一块块刮板输送机部件在自动化操作中完美呈 现。"以前2个人忙活2个小时才能做出一节中部槽。现在我只需操作显示屏，75分钟就能完成一节，产 品合格率达到100%。"张勇告诉记者。 作为我国炼焦煤产销量全球领先的能源企业，山西焦煤集团有限责任公司以智能为笔、以科技创新为 墨，在三晋大地上书写着传统煤炭产业向新质生产力跨越的时代答卷。2025年，这场深刻的"智"变已渗 透企业的各个环节，让"黑 ...

11月24日，凯尔达盘中上涨2.01%，截至13:19，报32.03元/股，成交2494.53万元，换手率0.72%，总市 值35.19亿元。 资金流向方面，主力资金净流入15.22万元，大单买入455.23万元，占比18.25%，卖出440.02万元，占比 17.64%。 凯尔达今年以来股价涨21.22%，近5个交易日跌5.07%，近20日跌12.22%，近60日跌15.47%。 凯尔达所属申万行业为：机械设备-自动化设备-机器人。所属概念板块包括：人形机器人、工业4.0、机 器人概念、比亚迪概念、增持回购等。 截至9月30日，凯尔达股东户数7102.00，较上期减少2.42%；人均流通股15468股，较上期增加2.48%。 2025年1月-9月，凯尔达实现营业收入5.04亿元，同比增长11.72%；归母净利润1275.33万元，同比减少 56.42%。 分红方面，凯尔达A股上市后累计派现1.07亿元。近三年，累计派现6750.62万元。 机构持仓方面，截止2025年9月30日，凯尔达十大流通股东中，华夏中证机器人ETF（562500）位居第 六大流通股东，持股182.65万股，相比上期增加33.37万股。 ...

企查查信息显示，遨博山东成立于 2020 年，注册地位于山东省淄博市，注册资本 2 亿元，法定代表人韩永 光。这与东杰智能的实控人、董事长和遨博山东的法人代表 、 北京遨博智能董事 均为同一人。 东杰智能 近日宣布， 公司拟与遨博（山东）智能机器人有限公司（简称 " 遨博山东 " ）签署采购合同，公司 向遨博山东采购机器人产品，包括焊接机器人及双臂咖啡机器人，货物总价格（含税） 2432.5 万元。 上市公司称，原因是 公司全资子公司太原东杰装备有限公司生产车间于 2009 年投入使用，建设较早，自动 化水平偏低。为了提升公司生产车间的自动化水平，降低成本，本次采购遨博焊接机器人 50 台用于提升焊接 效率及质量。 因公司海辰菏泽项目及马来西亚 PTT 项目等需要，采购遨博焊接机器人 250 台。 为了提升员 工的办公体验，采购 5 台双臂咖啡机器人，分别设置在公司及子公司办公区域，供全体员工及客户使用。 抛开遨博借壳上市、权利变更的传言，就产品和技术而言，遨博这家公司在这些年，到底做好了哪里？ ▍ 从地下室创业到年销 10 万台 2015 年的全球工业车间里，十台协作机器人有九台印着丹麦 UR 的银色 lo ...

Group 1 - China National Fisheries announced that its shareholder, China State-Owned Enterprises Mixed Ownership Reform Fund Co., Ltd., reduced its stake from 5.7076% to 5% by selling 2.5888 million shares at an average price of 10.31 yuan per share [1] - China National Fisheries, established in April 1998, focuses on deep-sea fishing, seafood processing and trade, and marine fishery services [2] Group 2 - Guilin Tourism plans to publicly select a partner for the "Living Lotus" project to build a theater and related facilities, with the partner responsible for investment, construction, and operation [2] - Guilin Tourism, founded in April 1998, operates in boat passenger transport, scenic tourism, hotels, and road passenger transport [2] Group 3 - Zhaomin Technology intends to issue convertible bonds to raise no more than 590 million yuan for new projects related to automotive components and precision engineering plastics [3] - Zhaomin Technology, established in October 2011, specializes in the R&D, production, and sales of precision injection parts and molds [3] Group 4 - Zhaomin Technology plans to establish overseas subsidiaries in Singapore and Thailand, focusing on wholesale trade and technology development in automotive precision components [4] - The registered capital for the Singapore subsidiaries is set at 1,000 USD, while the Thai subsidiary will have a capital of 500,000 THB [4] Group 5 - Yiyigou's subsidiary plans to increase capital by 8 million yuan to an associated company, with a pre-investment valuation of 42 million yuan [5] - Yiyigou, founded in April 2007, provides full-channel pharmaceutical distribution services [6] Group 6 - Yunda Express reported a 0.88% year-on-year decline in October express service revenue, totaling 4.495 billion yuan, with a business volume decrease of 5.11% [7] - Yunda Express, established in April 1996, operates in comprehensive express logistics [8] Group 7 - SAIWO Technology announced the first batch delivery of light transfer films for perovskite tandem components, marking a significant step in commercial application [8] - The current delivery is small-scale and will not significantly impact the company's revenue in 2024 [8] Group 8 - Hunan Baiyin's shareholder plans to reduce its stake by up to 1.95%, equating to a maximum of 55 million shares [9] - Hunan Baiyin, founded in November 2004, specializes in the smelting and sales of precious metals [9] Group 9 - Ningbo Construction's acquisition of Ningbo Transportation Engineering Construction Group has been approved by the Shanghai Stock Exchange [10] - Ningbo Construction, established in December 2004, focuses on construction engineering and related services [10] Group 10 - Sudar's shareholder plans to reduce its stake by up to 3%, which amounts to a maximum of 2.28 million shares [11] - Sudar, founded in July 2009, provides aftermarket services for hydraulic supports in coal mining machinery [12] Group 11 - Aeston plans to establish a joint venture with BOE Technology Group, focusing on the development and sales of drive technology products [13] - Aeston, established in February 2002, specializes in automation core components and industrial robotics [13] Group 12 - CICC is planning to absorb and merge Dongxing Securities and Xinda Securities through a stock exchange, with trading suspended for up to 25 days [14] - CICC, founded in July 1995, provides investment banking and asset management services [14] Group 13 - Dongjie Intelligent plans to purchase robots from an associated company for a total of 24.325 million yuan [15] - Dongjie Intelligent, established in December 1995, focuses on intelligent production systems and logistics [15] Group 14 - Shentong Express reported an 11.84% year-on-year increase in October express service revenue, totaling 4.95 billion yuan [16] - Shentong Express, founded in November 2001, operates in the express service industry [17] Group 15 - Zhongfu Industrial plans to invest 259 million yuan in a project to produce 3 million aluminum wheels [18] - Zhongfu Industrial, established in January 1997, specializes in aluminum processing and related industries [18] Group 16 - Maoshuo Power's director plans to reduce his stake by up to 980,300 shares, representing 0.2749% of the total shares [19] - Maoshuo Power, founded in March 2006, focuses on the R&D and production of power supplies [19] Group 17 - Wentai Technology's control over Anshi Semiconductor remains limited despite the lifting of an asset freeze order [20] - Wentai Technology, established in January 1993, specializes in mobile communication and semiconductor technology [20] Group 18 - Zhongyida's actual controller is involved in the merger of Xinda Securities by CICC, with no impact on Zhongyida's equity structure [20] - Zhongyida, founded in June 1992, produces and sells fine chemical products [20] Group 19 - Jinlongyu's subsidiary received a criminal judgment for contract fraud, with penalties imposed on both the company and an individual [20] - Jinlongyu, established in June 2005, focuses on kitchen food and oil products [20]

全球制造业向智能化、柔性化转型的浪潮中，工业机器人已成为产业升级的核心驱动力。数据显示， 2024年，我国工业机器人市场销量达30.2万套，连续12年占据全球最大工业机器人市场宝座。今年，我 国工业机器人市场产量继续"疾驰猛进"，前三季度全国总产量已达59.5万套。 在机器人产业的核心技术赛道上，中国企业正展现出强劲的实力与巨大的发展潜力。工业和信息化部数 据显示，"十四五"以来，中国工业机器人新增装机量占全球比重超过了50%。日前，中国机械工业联合 会秘书长、机器人分会执行副理事长兼秘书长宋晓刚在2025中国机器人产业发展大会上披露，今年前三 季度，全国机器人行业营收同比劲增29.5%，工业机器人产量达59.5万台，已超越2024年全年产量。 在智能制造的浪潮席卷全球之际，工业机器人作为产业升级的核心引擎，正重塑着制造业的竞争格局。 而在中国这片创新热土上，资本的持续注入与技术的迭代突破形成共振，让工业机器人产业跑出了令人 瞩目的"中国速度"。 从车间里精准运转的机械臂，到生产线中高效协同的自动化系统，越来越多"钢铁工友"的身影，不仅见 证着中国制造业从"规模优势"向"质量优势"的跨越，也彰显了资本为实体经 ...

东杰智能(300486)11月19日公告，拟与遨博（山东）智能机器人有限公司（简称"遨博山东"）签署采购 合同，公司向遨博山东采购机器人产品，包括焊接机器人及双臂咖啡机器人，货物总价格（含税） 2432.5万元。 ...

按产品类型划分，公司收益主要来自焊接机器人业务。2022年至2024年及2025年上半年，六轴工业机器 人为其贡献超8成收入。期间，焊接机器人的收入占比分别为63%、56.1%、52.2%、55%。 | | | | 截至12月31日止年度 | | | | | 最全6月38日止六餐月 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 2022年 | | 2023年 | | 2024年 | | 2024年 | | 2025年 | | | | 人民警手元 | 18 | 人民警干元 | g | 人民警手元 | S | 5 人民警于元 | | 人觉得手元 | 1 | | | | | | | | | (法案書機) | | | | | 產品的第售 | | | | | | | | | | | | (0 工基楼器人 | | | | | | | | | | | | 一六重 | | | | | | | | | | | | 一景度 | 124,366 | 63.0 | 124,738 | રું | 122,274 | 52.2 ...

Core Insights - On November 11, Keda's stock rose by 2.61% with a trading volume of 71.43 million yuan [1] - Keda's financing buy-in on the same day was 13.97 million yuan, with a net financing buy of 6.33 million yuan [1] - As of November 11, Keda's total financing and securities balance reached 196 million yuan, accounting for 5.03% of its market capitalization [1] Financing and Securities - Keda's financing buy-in on November 11 was 13.97 million yuan, with a current financing balance of 196 million yuan, which is above the 70th percentile of the past year [1] - No shares were sold or repaid in the securities lending market on November 11, with a securities lending balance of 0.00 yuan, indicating a high position relative to the past year [1] Company Overview - Keda, established on March 17, 2009, and listed on October 25, 2021, specializes in the research, production, and sales of welding robots and industrial welding equipment [1] - The company's revenue composition includes 68.86% from industrial robots, 23.78% from industrial welding equipment, and 7.36% from other sources [1] Financial Performance - As of September 30, Keda reported a total of 7,102 shareholders, a decrease of 2.42% from the previous period, with an average of 15,468 circulating shares per person, an increase of 2.48% [2] - For the period from January to September 2025, Keda achieved a revenue of 504 million yuan, representing a year-on-year growth of 11.72%, while the net profit attributable to shareholders decreased by 56.42% to 12.75 million yuan [2] Dividend and Shareholding - Keda has distributed a total of 107 million yuan in dividends since its A-share listing, with 67.51 million yuan distributed over the past three years [3] - As of September 30, 2025, Keda's top ten circulating shareholders include Huaxia CSI Robotics ETF, which increased its holdings by 33,370 shares, and Tianhong CSI Robotics ETF, which is a new shareholder with 724,700 shares [3]

Core Insights - The eighth China International Import Expo (CIIE) concluded successfully on November 10, showcasing Panasonic's commitment to innovation and integration into China's digital transformation [1][2] - Panasonic launched its AI strategy in Asia during the expo, emphasizing a dual empowerment approach that aligns with China's 14th Five-Year Plan for deep integration of AI and the real economy [2][9] - The company has established a strong presence in China over 47 years, with significant sales and profit growth reported for fiscal years 2024 and the first half of 2025 [9] Group 1: AI Strategy and Innovation - Panasonic's AI strategy focuses on two key areas: enhancing user experiences through AI-enabled smart appliances and solidifying industrial infrastructure to support AI development [2] - The strategy aligns with China's goals of promoting AI integration and developing new productive forces, demonstrating Panasonic's insight into market trends [2] Group 2: Exhibition Highlights - The Panasonic booth at the expo, covering 903 square meters, attracted significant attention, featuring AI smart appliances and design innovations [3][4] - The exhibition showcased customized solutions for various living spaces, reflecting Panasonic's understanding of diverse consumer needs in China [3] Group 3: Long-term Commitment and Partnerships - Panasonic views the CIIE as a crucial strategic platform, having signed six strategic cooperation agreements in areas such as health care and green living during the event [6] - The company received the "Eight-Year Attendance Award," recognizing its consistent participation and contributions to the expo's success [8] Group 4: Market Performance - Panasonic reported a 3% increase in sales and a 12% increase in profits for fiscal year 2024, with continued growth in the first half of fiscal year 2025 [9] - The company's core business pillars in China include health smart living spaces, mobile transportation, and smart manufacturing, indicating a robust market position [9]