硅片切割服务

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高测股份:公司正积极布局人形机器人业务,培育全新增长曲线
Zheng Quan Ri Bao Zhi Sheng· 2025-09-10 12:39
Core Viewpoint - The company has shown signs of recovery in its performance despite the overall pressure in the photovoltaic industry, with significant reduction in losses on a quarterly basis and a gradual improvement in profitability [1] Business Performance - The core business segments have demonstrated strong resilience, with successful overseas delivery of photovoltaic equipment, maintaining the top market share in the industry [1] - The company achieved a shipment volume of 30.3 million kilometers for diamond wire, accelerating its market share growth [1] - The silicon wafer cutting service business produced 26 GW, ranking among the top five in the industry, with a penetration rate increasing to 8.23%, enhancing market competitiveness [1] Innovation and Expansion - The company is accelerating the development of innovative businesses, successfully launching 3C equipment and rapidly expanding into overseas markets, thereby enhancing global supply capabilities [1] - With the deepening of anti-competition policies in the photovoltaic industry, the company's main business profitability is expected to further recover [1] Future Growth Strategies - The company is actively laying out plans for humanoid robotics, aiming to cultivate a new growth curve for long-term sustainable development [1] - The company will continue to increase R&D investment to accelerate the recovery of its main business profitability while deepening its layout in innovative businesses and humanoid robotics [1] - The focus is on unleashing the growth potential of new businesses and continuously strengthening core competitiveness to enhance performance and create long-term investment value for shareholders [1]
高测股份(688556.SH):正积极布局人形机器人业务
Ge Long Hui· 2025-09-10 07:46
格隆汇9月10日丨高测股份(688556.SH)在投资者互动平台表示,受光伏行业整体环境影响,公司上半年 业绩虽仍承压,但季度环比已实现大幅减亏,盈利修复态势逐步显现。核心业务层面,各板块展现强劲 韧性:光伏设备成功实现海外整线交付落地,市占率稳居行业首位,龙头地位稳固;金刚线出货量达 3030 万千米,市占率加速提升;硅片切割服务业务产量达26GW,规模跃居行业前五,渗透率快速提升 至8.23%,市场竞争力持续增强。同时,创新业务拓展提速,3C设备成功推出,海外市场快速拓展,全 球化供应能力持续增强。随着光伏行业反内卷政策深化推进,公司主业盈利能力有望进一步修复。同 时,公司正积极布局人形机器人业务,培育全新增长曲线,为长期可持续发展奠定坚实基础。 股价波 动受多重因素影响,公司将持续加大研发投入,加速主业盈利修复进程;同时在创新业务及人形机器人 领域深化布局、聚力突破,全力释放新业务增长潜力,不断强化核心竞争力提升业绩,为股东创造更多 长期投资价值。 ...
高测股份:正式切入减速器业务 机器人赛道再落关键一子
Zhong Zheng Wang· 2025-08-28 13:29
Group 1 - The core viewpoint of the article highlights that Gaoce Co., Ltd. has officially entered the humanoid robot reducer business, marking a significant expansion in its robotics sector [1] - The reducer is identified as a critical component for humanoid robots, serving as their "joints" and is essential for mass production [1] - Gaoce's entry into this market is supported by its established technological platforms in precision cutting, grinding, and electroplating, showcasing its capability to quickly transition from R&D to order fulfillment [1] Group 2 - The company's photovoltaic business is also showing strong recovery, with a notable 80.56% quarter-on-quarter increase in net profit attributable to the parent company in Q2 2025 [1] - Gaoce maintains the leading market share in the photovoltaic equipment sector, with successful overseas line deliveries [1] - The company achieved a shipment volume of 30.3 million kilometers for diamond wires, rapidly increasing its market share, and its silicon wafer cutting service production reached 26 GW, ranking among the top five in the industry with a penetration rate of 8.23% [1]