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三家A股上市公司携手 布局灵巧手研发生产
Zheng Quan Shi Bao· 2025-06-11 17:24
据称,依智灵巧投资各方预期,灵巧手将具有广阔的市场前景,目前该领域处于产业及产品发展的关键 时期,各方以合资方式成立新公司进行深度的合作,充分发挥各方在具身智能机器人领域的优势,通过 资源投入提升技术研发和制造能力,进一步提升合资公司的综合效益,推动具身智能机器人产业的快速 发展。借助合作各方在具身智能机器人零部件领域的技术优势和市场资源,公司可以形成丰富的具身智 能机器人产品生态链,提升综合竞争力。 近年来,在大模型加持下,具身智能赛道异常火热,人形机器人领域迎来诸多新玩家,其中汽车零部件 企业是入局主力。 根据公告,依智灵巧注册资本5000万元,其中伟创电气出资2000万元,占比40%;科达利出资1500万 元,占比30%;银轮股份出资1000万元,占比20%。 三家上市公司携手加码布局人形机器人赛道。科达利(002850)、银轮股份(002126)6月11日晚间公 告,两公司将与另一家上市公司伟创电气(688698),以及上海开普勒机器人有限公司(下称"开普 勒") 、深圳市伟立成长企业管理咨询合伙企业(有限合伙)(下称"伟立成长")共同投资设立苏州依 智灵巧驱动科技有限公司(下称"依智灵巧"),专注于 ...
【私募调研记录】宽远资产调研伟创电气
Zheng Quan Zhi Xing· 2025-05-15 00:12
Group 1 - The company Wei Chuang Electric has established a solid market foundation by continuously launching mature general products to overseas markets, which helps in accumulating experience and resources for future market expansion [1] - The company is enhancing its product structure in inverters, servos, and PLCs, aiming to create a complete set of mature solutions while continuously expanding into heavy industry, light industry, high-end equipment, new energy, and robotics sectors [1] - In the robotics field, the company has deeply integrated into the industry chain, with self-developed results covering diverse key core components for mobile, collaborative, service, and humanoid robots, primarily providing complete motion actuator solutions focused on domestic customers [1] - The company leverages local advantages such as rapid response, better cost, and customized services to continuously narrow the gap with international giants [1] - The company is intensifying its research and development efforts in the digital energy sector, covering solutions for household storage and commercial storage inverter products [1] Group 2 - Shanghai Kuan Yuan Asset Management Co., Ltd. was established in May 2014 with a registered capital of 10 million yuan, focusing on asset management, industrial investment, corporate asset restructuring, mergers and acquisitions, investment consulting, financial consulting, business consulting, and marketing planning [2] - The core research team of Kuan Yuan Asset has over 10 years of successful secondary market investment experience, having navigated multiple market cycles and consistently ranking among the top in the industry for long-term performance [2] - Kuan Yuan Asset adheres to a value investment philosophy, focusing on identifying certain growth opportunities and sharing the growth fruits of listed companies, emphasizing stable long-term performance [2]