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实现高拟人化突破!这家正宗人形机器人概念股,入选AI明星企业
Zheng Quan Shi Bao· 2025-09-06 14:20
Core Viewpoint - Sichuan Robot has been recognized as one of the first AI star enterprises in Sichuan, reflecting the rapid growth of the robotics industry in China, particularly in humanoid robots, with the company's stock increasing by 61.49% this year [1]. Group 1: Company Achievements - Sichuan Robot is the first in Southwest China to launch a humanoid robot and has received multiple qualifications, including "Specialized, Refined, Characteristic, and Innovative" enterprise status, holding nearly 200 patents [2]. - The company has successfully implemented humanoid robots in military projects, indicating industry recognition of its technological capabilities [2]. Group 2: Product Development - In 2025, Sichuan Robot plans to expand its product matrix by launching several humanoid robots, including T1 Ultra, CW1, CW2, and TCB series, along with the consumer-oriented robot "Xiao Tian" [2]. - The company has achieved significant revenue growth in its intelligent manufacturing system business, with a 1455.27% increase, driven by high R&D investments [3]. Group 3: Strategic Collaborations - Sichuan Robot has formed strategic partnerships with several companies, including Sinopec and ZTE, to develop customized humanoid robots for various applications, such as explosive-proof refueling robots and family care robots [4]. - The company is building a diverse collaboration network, engaging in both direct and indirect partnerships to enhance humanoid robot technology and product optimization [4].
实现高拟人化突破!这家正宗人形机器人概念股,入选AI明星企业
同时,与中兴通讯合作开发的家庭陪护机器人项目也取得阶段性成果,已实现语音指令控制,可完成取水、拿取纸巾与水果等基础服务,未来将进一步拓 展家庭服务功能。 业绩方面,上半年公司实现营收1382.99万元,同比增长11.59%,归母净利润为亏损1008.41万元,主要原因是公司加大人形机器人领域研发投入:上半年 研发费用达951.71万元,同比大涨64%。高研发投入直接推动业务放量,报告期内公司智能制造系统业务收入同比激增1455.27%,不仅完成与西南科技大 学合作的智能机器人演示生产线项目,还实现了人形机器人、协作机器人、一体化关节等新产品的销售收入,标志着公司产品线从"技术研发"向"市场落 地"快速迈进。 近日,四川省科学技术厅正式发布《关于公布"人工智能及机器人应用产业明星企业"目标企业名单的通知》,新三板公司川机器人(835015)成功入选,成 为四川首批AI明星企业。 近年来,我国机器人行业在工业、军事、生活等多领域均呈现蓬勃发展态势,川机器人作为其中的代表性企业,正以全栈自研的技术实力,在人形机器人 赛道上稳步前行。今年以来,该股累计涨幅达61.49%。 人形机器人实现高拟人化突破 作为西南地区首家 ...