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科德数控分析师会议-20251010
Dong Jian Yan Bao· 2025-10-10 14:45
科德数控分析师会议 调研日期:2025年10月10日 调研行业:通用设备 参与调研的机构:国金机械、金鹰基金等 / 机构调研pro小程序 机构调研pro小程序致力于为金融证券投资者提供最新最全的调研会议纪要。 来机构调研pro小程序,了解最新的:行业投资风向、热门公司关注、权威机构分析... 权威完善的信息持续更新! 更多精彩的机构调报告请移步机构调研pro小程序~ 一解投资机构行业关注度。 频判市场 | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点击:我要的中:主要原因 | | | START SHILL CARD | | | 颜的集团 | | | 例体位次数 4 | 24 ...
江苏雷利:公司于2025年3月战略投资仪坤动力
Zheng Quan Ri Bao· 2025-09-24 08:10
证券日报网讯江苏雷利9月24日在互动平台回答投资者提问时表示,公司于2025年3月战略投资仪坤动 力,其轴向磁通电机产品通过电机结构的优化,实现比传统径向电机更高的功率密度与工作效率。双方 正在合作推进轴向磁通电机在多个新兴领域的技术研发与市场拓展,包括农业机械、特种装备等,暂未 涉及机器人领域。 (文章来源:证券日报) ...
美国白宫:TikTok将从字节跳动租赁算法副本,由甲骨文重新训练|首席资讯日报
首席商业评论· 2025-09-23 04:00
1. 美国白宫表示,TikTok 的新美国实体将从字节跳动租赁算法的副本,甲骨文将对其进行重新训练;用户 无需重新下载应用程序。 2. GSA将Meta的Llama加入其美国联邦机构批准的AI工具名单,此前已批准微软、谷歌、Anthropic和Open AI的工具。 3.极氪回应现款001售罄 6.轴向磁通电机和无框力矩电机已进入特斯拉Optimus测试环节?卧龙电驱:该消息不实 有投资者在互动平台向卧龙电驱提问,媒体报道及Ai搜索发现,公司生产的轴向磁通电机和无框力矩电机 已进入特斯拉Optimus测试环节,并且公司已锁定20万台电机订单。请问该消息是否属实?卧龙电驱回复 称,该消息不实。 7.贵州茅台否认将下调今年业绩目标,上半年已按计划完成目标进度 日前,有消息显示现款极氪001已售罄,极氪将提前至9月23日开启焕新极氪001的预售,上市时间则按照原 计划十月中旬,届时将同步开启交付。多个门店销售均反馈消息属实。 点评:极氪001售罄即下架,新款升级引期待。 4.腾讯控股:回购86.2万股,花费5.5亿港元 腾讯控股公告,于2025年9月22日以集中竞价交易方式回购86.2万股,每股购回价格介于635至 ...
山西兰花科技创业股份有限公司
登录新浪财经APP 搜索【信披】查看更多考评等级 股票代码:600123 股票简称:兰花科创公告编号:临2025-040 债券代码:138934 债券简称:23兰创01 债券代码:115227 债券简称:23兰创02 山西兰花科技创业股份有限公司 关于签订战略合作协议的公告 特别提示 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏,并对其内容 的真实性、准确性和完整性承 担个别及连带责任。 重要内容提示: ●近日,公司与上海盘毂动力科技股份有限公司签订了《战略合作协议》,本次战略合作协议是双方合 作意愿的意向性约定,具体合作内容及相关约定以后续签订的正式合作协议为准。 ●本协议的签署不涉及具体交易金额,对公司的影响需视双方合作实施情况而定。 ●公司将按照法律法规和《公司章程》的相关规定,对合作后续事项履行相应的审批程序和信息披露义 务,敬请广大投资者注意投资风险。 一、战略合作协议签署概况 为推动煤炭开采行业向智能化、高效化、绿色化转型,充分发挥双方核心优势,山西兰花科技创业股份 有限公司(以下简称 "公司" 或 "甲方")与上海盘毂动力科技股份有限公司(以下简称 "乙方")本 ...
9月22日晚间重要公告一览
Xi Niu Cai Jing· 2025-09-22 11:58
Group 1 - Xinxiang Chemical Fiber will suspend production for approximately 90 days starting October 1, 2025, affecting an annual capacity of 31,200 tons, resulting in a revenue decrease of approximately 185 million yuan and a profit reduction of about 48 million yuan [1] - Bozhong Precision plans to transfer 18.29% of its stake in Suzhou Linghou Robot for 64 million yuan, retaining a 21.61% ownership post-transaction [1] - Haixing Electric is a recommended candidate for a State Grid procurement project, with an expected bid amount of approximately 128 million yuan [2] Group 2 - Samsung Medical is a recommended candidate for multiple State Grid procurement projects, with a total expected bid amount of approximately 193 million yuan [2][3] - Youxunda is a recommended candidate for a State Grid procurement project, with a bid amount of approximately 107 million yuan, representing 10.55% of its 2024 revenue [3] - Tiancheng Self-Control has received a notification for a seat assembly project from a well-known domestic new energy vehicle company, expected to start mass production in June 2026 [4] Group 3 - YKYY013 injection has received FDA approval for clinical trials to treat chronic hepatitis B virus infection [4] - Pulaide has signed a strategic cooperation agreement with an international electric tool brand, with a total procurement amount exceeding 700 million yuan over five years [4] - Sichuan Shuangma's subsidiary has obtained GMP certification from Russia, covering core aspects of drug quality and production systems [6] Group 4 - Boshi Co. has signed an industrial service contract worth approximately 96.99 million yuan with Guoneng Baotou Coal Chemical [7] - Wansheng Intelligent is a recommended candidate for a State Grid project, with an expected bid amount of approximately 67.98 million yuan, representing 7.25% of its 2024 revenue [9][10] - Huazi Industrial plans to sell its dairy farm assets for 38.5 million yuan, expecting a positive impact of approximately 11.7 million yuan on its current profits [10] Group 5 - Jinguang Electric has won a State Grid project with a total bid amount of approximately 28.4 million yuan, accounting for 3.82% of its 2024 revenue [11] - Nanjiao Food reported a net profit of 10,410 yuan for August, a year-on-year decrease of 98.31% [13] - Dongfang Bio's subsidiary has obtained registration certificates for two medical device products [15] Group 6 - Lanhua Kecai has signed a strategic cooperation agreement with Shanghai Pangu Power to promote intelligent and efficient transformation in the coal mining industry [17] - Yabao Pharmaceutical has decided to terminate the SY-009 research project, with a total investment of approximately 87.87 million yuan to be fully impaired [18] - Tian Shili's subsidiary has received approval for a new indication for its recombinant human urokinase injection for acute ischemic stroke treatment [20] Group 7 - Su Yan Jingshen's executives plan to increase their shareholding in the company, with a total investment of between 1.9 million and 2.66 million yuan [22] - Baiyun Electric and its subsidiary have won a State Grid project with a total bid amount of approximately 162 million yuan, covering multiple equipment types [23] - China West Electric's director has resigned due to work reasons, effective September 19, 2025 [25] Group 8 - Jianan Intelligent is a recommended candidate for a State Grid project with a total expected bid amount of approximately 73.12 million yuan [26] - Juhua Technology is a recommended candidate for a State Grid project with a total expected bid amount of approximately 142 million yuan [27] - Tengyuan Cobalt's actual controller has committed not to reduce holdings for the next 12 months, holding 37.89% of the total shares [28] Group 9 - Changfei Optical Fiber announced that Draka Comteq B.V. no longer holds H shares in the company after selling 37.59 million shares [28] - Mongcao Ecological's subsidiary has signed a contract for an ecological restoration project worth 225.2 million yuan [29] - Weiao Co. plans to distribute a cash dividend of 0.1 yuan per share, totaling approximately 39.29 million yuan [30]
【风口研报】布局机器人领域轴向磁通电机+数据中心SOFC,这家传统电机公司打造新增长曲线,估值有望重塑
财联社· 2025-09-22 10:34
Group 1 - The article highlights the potential of a traditional motor company that is venturing into the robot sector with axial flux motors and data center SOFC, indicating a new growth curve and a potential revaluation of its stock [1] - A bank is exploring significant growth opportunities in the credit market by collaborating with Ant Group, focusing on financial AI agents, which could lead to geometric growth in net profit next year [1]
看好机器人行情,基本面更新和核心标的解析
2025-09-17 14:59
看好机器人行情,基本面更新和核心标的解析 20250917 摘要 机器人板块虽有上涨,但相较科创 50 和创业板指数仍滞涨,反映高切 低需求,符合 AI 产业链从上游向下游扩散规律,智能车、机器人等下游 应用领域显著增长。 特斯拉 9 月初释放积极信号,包括万亿美元薪酬目标和百万机器人交付 计划,马斯克增持股票,凝聚市场共识,推动机器人板块见底反弹,标 志性事件提振市场信心。 全球范围内,Figure、OpenAI 等公司在硬件层面有所突破,宇树智元 完成复杂动作,产业链扩张和硬件结构改型进入定型阶段,应用端落地 加速,供应链量产和扩张可期。 军胜电子作为特斯拉机器人链中新增且高价值量部件供应商,竞争较少, 成为本轮龙头。拓普、三花、星泉等公司在各自细分领域具备较强竞争 力。 东睦股份凭借粉末冶金技术降低机器人成本,轴向磁通电机具备轻量化、 高扭矩密度等优势,市场占有率高,客户群体广泛,财务表现强劲,估 值较低。 Q&A 为什么近期机器人板块出现了显著的涨幅?这一轮涨幅的持续性如何? 近期机器人板块的显著涨幅主要有几个原因。首先,从今年一季度开始,机器 人板块经历了一波较为凌厉的涨幅,但在二季度横盘调整了一个 ...
美信科技(301577.SZ):公司产品没有用在轴向磁通电机上
Ge Long Hui· 2025-09-17 07:37
Group 1 - The core viewpoint of the article is that Meixin Technology (301577.SZ) clarifies the application areas of its products, emphasizing that they are not used in axial flux motors [1] Group 2 - The company's products are primarily applied in sectors such as new energy vehicles, industrial power supplies, server power supplies, energy storage, network communication equipment, and security [1]
机器人ETF鹏华(159278)涨超1.3%,轴向磁通电机新技术引发关注
Xin Lang Cai Jing· 2025-09-15 02:42
Group 1 - The core viewpoint of the news highlights the significant advancements in Tesla's robotics sector, particularly the planned production ramp-up for the Tesla robot, which is set to begin at 1,000 units per week starting August next year, eventually scaling to 5,000-10,000 units [1] - Tesla's new axial flux motor boasts a torque density of 30 Nm/kg, which is 50% lighter than traditional motors, making it suitable for humanoid robots that require high torque in their lower limbs [1] - A proposed compensation package for Elon Musk, potentially worth a trillion dollars, aims to incentivize growth in robotics and artificial intelligence, with Musk indicating that around 80% of Tesla's future value will derive from the Optimus humanoid robot [1] Group 2 - According to a report from Open Source Securities, the Optimus V3 robot is nearing finalization, with expected orders that could catalyze the sector, projecting a production test for 30,000 to 50,000 units, alongside potential development of the V4 model [2] - The Penghua Robotics ETF closely tracks the National Robotics Industry Index, which reflects the price changes of listed companies related to the robotics industry in the Shanghai and Shenzhen stock exchanges [2] - As of August 29, 2025, the top ten weighted stocks in the National Robotics Industry Index include companies like Stone Technology, Ecovacs, and Estun, collectively accounting for 41.12% of the index [2]
江苏雷利(300660) - 300660江苏雷利投资者关系管理信息20250830
2025-08-30 08:48
Financial Performance - Jiangsu Leili achieved revenue of 1.958 billion CNY in the first half of 2025, a year-on-year increase of 20.71% [2] - The net profit attributable to shareholders was 186 million CNY, up 8.45% year-on-year [2] - The non-recurring net profit was 176 million CNY, reflecting a growth of 3.67% [2] - The company distributed cash dividends of 166 million CNY for the 2024 fiscal year, with a dividend payout ratio of 56.4% [2] Business Segment Performance - The home appliance segment saw a revenue increase of 5.09% year-on-year, with significant sales growth in brushless motors for air conditioners and ice-making machines [2] - The automotive parts segment experienced a remarkable revenue growth of 63.72%, with products like laser radar motors and automotive compressor motors gaining traction among major clients [2][3] - The industrial control segment's revenue grew by 34.49%, driven by high-efficiency energy-saving industrial water pump motors supplied to North American clients [2] Future Development Plans - The automotive parts segment aims to enhance market share in micro-special motors and components, targeting it as the second core business pillar after home appliances within the next 2-3 years [3] - The company is advancing the development of laser radar motors for various applications, including consumer and industrial sectors [4] - Jiangsu Leili is focusing on the development of axial flux motors, which promise higher power density and efficiency compared to traditional radial motors, with plans for mass production in emerging fields [5] Global Expansion - The company has established R&D and manufacturing bases in North America, Europe, Southeast Asia, South Korea, and Hong Kong to enhance its global operational framework [6] - The Vietnam factory expansion was completed in 2024, and the Mexico factory commenced operations in 2025, ensuring supply stability for North American clients [6] - New production bases are being set up in Malaysia and Thailand, with expected mass production by the end of the year [6]