证券日报网讯机器人9月24日在互动平台回答投资者提问时表示，公司自产的核心零部件主要包括控制 器、伺服电机和驱动器等，能够满足公司工业机器人产品的生产制造需求；公司的具身智能产品，如新 松智能类人双臂平台的控制器、关节等核心零部件及底层控制系统等均自主研发；公司自主开发的运动 模组，集高功率密度、高速度、旋转机直线模组混合应用功能于一体，可适用于具身智能机器人等领域 内产品。 ...

每经AI快讯，有投资者在投资者互动平台提问：新松公司的人形机器人已经推出了。现阶段机器人成 本较高也是影响机器人推向市场的较大制约因素。新松公司是否有计划研发机器人级的电机和伺服驱动 器？以降低人形机器人的制造成本。 （记者 王晓波） 机器人（300024.SZ）9月24日在投资者互动平台表示，您好，公司自产的核心零部件主要包括控制器、 伺服电机和驱动器等，能够满足公司工业机器人产品的生产制造需求；公司的具身智能产品，如新松智 能类人双臂平台的控制器、关节等核心零部件及底层控制系统等均自主研发；公司自主开发的运动模 组，集高功率密度、高速度、旋转机直线模组混合应用功能于一体，可适用于具身智能机器人等领域内 产品。 ...

Core Insights - The article highlights the significant achievements of the company, Xinsong Robotics, during the "14th Five-Year Plan" period, emphasizing its transition from a leading Chinese robotics company to a world-class robotics enterprise [1][6] Group 1: Business Performance - Xinsong Robotics has experienced steady growth in both revenue and gross margin, with compound annual growth rates of 7.86% and 24.53%, respectively [2] - The company has developed a unique "3+3+N" strategic framework, focusing on three core product lines: industrial robots, mobile robots, and special robots, while also nurturing multiple emerging strategic businesses [2][9] Group 2: Technological Innovation - The company has made significant breakthroughs in critical technologies, achieving self-sufficiency in high-end industrial equipment and breaking foreign monopolies [4] - Xinsong Robotics has invested 137 million yuan in R&D in the first half of 2025, marking a 16.10% year-on-year increase [4] Group 3: Market Expansion - The company has successfully exported its robotics products to over 40 countries, assisting more than 4,000 enterprises in upgrading their industries [2] - Xinsong Robotics aims to enhance China's global influence in the robotics industry by aligning with international standards and expanding its international market presence [8][9] Group 4: Future Development - The company plans to shift its business focus from "scale-oriented" to "value-oriented," aspiring to become a leader in high-end equipment solutions with a strong emphasis on technological self-sufficiency [7] - Future initiatives include deepening the integration of artificial intelligence and robotics, with the establishment of a dedicated research institute for AI and robotics [8]

Core Insights - The article highlights the significant achievements of the company, Xinsong Robotics, in advancing from a leading Chinese robotics firm to a world-class enterprise during the "14th Five-Year Plan" period [2][9] Group 1: Strategic Development - Xinsong Robotics has established a unique "3+3+N" development strategy, focusing on three core product lines: industrial robots, mobile robots, and special robots, while also nurturing multiple emerging strategic businesses [3] - The company has played a crucial role in promoting import substitution and enhancing China's global influence in the robotics industry, achieving a compound annual growth rate of 7.86% in revenue and 24.53% in gross margin [3] Group 2: Technological Innovation - The company has made significant breakthroughs in critical technologies, overcoming long-standing foreign monopolies and achieving self-sufficiency in high-end industrial equipment [5] - Xinsong Robotics has invested steadily in R&D, with an investment of 137 million yuan in the first half of 2025, marking a 16.10% year-on-year increase [5] Group 3: Market Expansion - The company has successfully exported its robotics products to over 40 countries, assisting more than 4,000 enterprises in upgrading their industries [3] - Xinsong Robotics has developed high-reliability spot welding robot systems, breaking the monopoly of foreign manufacturers in the high-end automotive welding sector [6] Group 4: Future Vision - The company aims to transition from a "scale-oriented" to a "value-oriented" business model, aspiring to become a leader in high-end equipment solutions with a focus on technological self-sufficiency and global efficiency [7] - Future development will emphasize the integration of artificial intelligence and robotics, with plans to enhance core component autonomy and establish a comprehensive technology control chain [8]

Core Viewpoint - The article highlights the significant achievements of the leading Chinese robotics company, Siasun Robot, during the "14th Five-Year Plan" period, emphasizing its transition from a national leader to a world-class enterprise in robotics [3]. Group 1: Strategic Development - Siasun Robot has established a unique "3+3+N" development strategy, focusing on three core product lines: industrial robots, mobile robots, and special robots, while also nurturing multiple emerging strategic businesses [6][14]. - The company has played a crucial role in promoting import substitution and enhancing China's global influence in the robotics industry, achieving a compound annual growth rate of 7.86% in revenue and 24.53% in gross margin [6]. Group 2: Technological Innovation - Continuous technological innovation is the core driving force behind Siasun Robot's development, with R&D investment steadily increasing, reaching 137 million yuan in the first half of 2025, a year-on-year growth of 16.10% [9]. - The company has made significant breakthroughs in key technologies, overcoming foreign monopolies and achieving self-sufficiency in high-end industrial equipment [9][10]. Group 3: Global Market Expansion - Siasun Robot has successfully exported its products overseas since 2007, covering over 40 countries and assisting more than 4,000 enterprises in upgrading their industries [6][14]. - The company aims to enhance its global presence by aligning with international standards and becoming a key player in the mid-to-high-end industrial robot, special robot, and semiconductor equipment markets [12][14]. Group 4: Future Outlook - Looking ahead, Siasun Robot plans to shift its business focus from "scale-oriented" to "value-oriented," aspiring to become a leader in high-end equipment solutions with a strong emphasis on technological self-sufficiency [12][14]. - The integration of artificial intelligence and robotics will be a key development direction, with the establishment of the Embodied Intelligence Research Institute and the launch of various intelligent robotic platforms [13][14].