Core Insights - The automation logistics equipment industry in China is experiencing unprecedented growth opportunities driven by high-quality economic development, the optimization of industrial structure, and the explosive growth of e-commerce and intelligent manufacturing transformation [1][10] - The industry is projected to reach a scale of 116.68 billion yuan in 2024, with a year-on-year growth of 16.23%, indicating strong growth momentum [1][10] - The integration of new technologies such as 5G and artificial intelligence, along with the expansion of emerging scenarios like cross-border e-commerce and cold chain logistics, is accelerating the industry's development towards high-end and international markets [1][10] Industry Overview - Automation logistics equipment refers to intelligent equipment that utilizes advanced control technology, mechanical devices, and computer systems to achieve unmanned or minimally manned operations in warehousing, handling, sorting, and conveying [2] - The main categories of automation logistics equipment include storage equipment, handling equipment, sorting equipment, packaging and palletizing equipment, and information management equipment [2][3] Development History - The development of the automation logistics equipment industry in China can be divided into several stages: the initial stage in the 1980s-90s relying on imported technology, the post-2000 period with domestic companies beginning to develop their own equipment, and the current stage characterized by AI and 5G technology enabling intelligent automation [4] Industry Policies - A series of national policies have been introduced to support the automation logistics equipment industry, including the "14th Five-Year Plan" for cold chain logistics and modern logistics development, which provide guidance on technological iteration and promote the large-scale application of intelligent equipment [6] Industry Chain - The industry chain of automation logistics equipment in China consists of upstream raw materials and components, midstream manufacturing, and downstream applications across various sectors such as express logistics, e-commerce, and intelligent manufacturing [8] Current Industry Status - The automation logistics equipment industry is becoming a key asset for companies to reduce costs and increase efficiency, with a focus on intelligent, networked, and green development [10] Market Segmentation - Key segments in the automation logistics equipment market include mobile robots (AGV/AMR), automatic sorting equipment, palletizing robots, automated storage systems, and intelligent conveyor systems, with mobile robots showing the fastest growth [12] Competitive Landscape - The industry features a multi-layered competitive structure, with international giants at the top, domestic leaders in the middle, and numerous regional SMEs at the base, indicating a shift from scale competition to value competition [14] - Notable companies include Noli Intelligent Equipment Co., Ltd. and Kunshan Intelligent Technology Co., Ltd., which are leading players in the market with comprehensive solutions and strong market positions [16][18] Future Trends - The industry is expected to accelerate its transformation towards intelligent and green development, driven by technological innovations and the need for sustainable practices [20][22] - There will be a focus on integrating the industry chain and expanding global presence, with domestic companies enhancing competitiveness through technological breakthroughs and resource integration [23]

证券代码： 301662 证券简称：宏工科技 2024 年，在新能源行业增速有所放缓的外部大环境下，公 司迅速调整经营策略，在巩固公司新能源业务市场地位的同 时，加大对非新能源领域的资源投入力度，将资源灵活转向食 药化塑等传统行业，以有效应对新能源行业的波动。2024 年度， 公司"其他产线及设备"收入同比增加 58.58%，占营业收入的 比重提升至 20.15%；非能源板块实现逆势增长的同时，其收入 占比也得到了稳步提升。 （二）降本增效，提升企业竞争力 公司对业务流程进行重组，实现了资源整合与成本优化， 进一步降低公司的运营成本；同时公司以 LMT 经理为核心，全 面拉通研发、设计、生产工艺、采购、质量及财务等各部门， 深入钻研产品细节与工艺，提升了产品质量与生产效率，有效 降低生产成本。2024 年，公司综合毛利率较上一年提升了 4.91 个百分点，其中，新能源产线及设备的毛利率较上一年提升了 5.60 个百分点；公司管理费用同比减少了 15.87%。 （三）积极开拓海外市场 近年来，公司紧盯大客户战略，依托大客户的国际化布局 成功实现了海外业务的拓展与飞跃。报告期内，公司以先进的 智能制造技术为核心驱 ...

证券代码： 301662 证券简称：宏工科技 宏工科技股份有限公司投资者关系活动记录表 编号：2025-001 | 投资者关系活 | √特定对象调研 □分析师会议 | | --- | --- | | 动类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | √现场参观 □其他 | | 参与单位名称 | 易方达基金、南方基金、博时基金、富国基金、招商基金、泰 | | | 康基金、中欧基金、宝盈基金、民生加银、英大自营、睿郡资 | | | 产、宁泉资产、盘京投资、红骅投资、弈宸基金、正圆基金、 | | | 万泰华瑞、中哲物产、中信证券、中金公司、天风证券、国泰 | | | 海通、长江证券、东吴证券、招商证券、国金证券、浙商证券、 | | | 申万宏源、中泰证券、民生证券、华创证券、开源证券、华福 | | | 证券、浦泓投资、中加基金、高熵资产、大成基金、交银施罗 | | | 德、同威投资 | | 时间 | 2025 年 5 月 21 日 | | 地点 | 公司会议室 | | 上市公司接待 | 公司董事会兼总经理罗才华先生、公司董事兼副总经理余子毅 | | 人员姓名 | 先生、公司财务 ...