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固高科技:目前公司运控、伺服、驱控一体类产品在机器人领域有一定营收
Zheng Quan Ri Bao Wang· 2025-09-15 08:40
证券日报网讯固高科技(301510)9月15日发布公告,在公司回答调研者提问时表示,目前公司运控、 伺服、驱控一体类产品在机器人领域有一定营收,约一两千万元,主要来自工业、物流类机器人。 ...
调研速递|固高科技接受前海铂悦等16家机构调研 聚焦机器人、半导体等领域发展要点
Xin Lang Zheng Quan· 2025-09-14 20:39
声明:市场有风险,投资需谨慎。 本文为AI大模型基于第三方数据库自动发布,任何在本文出现的信 息(包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成 个人投资建议。受限于第三方数据库质量等问题,我们无法对数据的真实性及完整性进行分辨或核验, 因此本文内容可能出现不准确、不完整、误导性的内容或信息,具体以公司公告为准。如有疑问,请联 系biz@staff.sina.com.cn。 9月12日,固高科技接待了前海铂悦投资、涵崧基金、优美利投资等16家机构的特定对象调研,并进行 了现场参观。上市公司接待人员为董事会秘书李小虎先生。此次调研围绕机器人、半导体设备、数控机 床等领域展开,透露了公司业务进展、战略规划及研发情况等重要信息。 投资者关系活动关键信息投资者活动关系类别:特定对象调研、现场参观时间:2025年9月12日地点: 未提及参与单位名称:前海铂悦投资、涵崧基金、优美利投资、红思客资产、证金投资、德润鹏远基 金、必达控股、瑞业资产、云众创融投资、亚太汇金基金、初华资本、江杰达理、东方财富证券、光影 资产上市公司接待人员姓名:董事会秘书李小虎先生 投资者关系活动主要内容机 ...
固高科技(301510) - 301510固高科技投资者关系管理信息20250902
2025-09-02 15:44
Group 1: Company Development Opportunities - The company focuses on breakthroughs in motion control technology, targeting high-end equipment applications such as micro-nano processing [4] - The manufacturing industry is transitioning to advanced manufacturing stages, increasing demand for high-end processing equipment and technology solutions [4] - The company aims to leverage its technological advancements in semiconductor processing, CNC machine tools, and robotics to capture market opportunities over the next five to ten years [4] Group 2: Market Size and Potential - The estimated market for various mainframe equipment in the semiconductor sector in mainland China exceeds ¥200 billion [4] - The CNC machine tool market is reported to be over ¥400 billion, with internal control systems valued at approximately 10% of this market [4] - The combined market space for core components and control systems in semiconductor and CNC machine tool sectors is estimated to be over ¥50 billion [4] Group 3: Competitive Landscape - Major suppliers in the high-end equipment sector include Siemens, Fanuc, and Mitsubishi, presenting both opportunities and challenges for domestic competitors [5] - The domestic market is experiencing a push for localization in semiconductor equipment, with faster progress in back-end equipment compared to front-end equipment [5] Group 4: Production Capacity and Supply Chain - The company is currently not at full capacity, with production focused on assembly and testing stages [5] - A comprehensive industrial system for control and servo products is under construction, expected to be operational in phases starting in Q4 of this year [5] - The company employs a just-in-time production strategy, typically completing orders within one to two weeks of receiving customer requests [5]