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每周股票复盘:诺力股份(603611)五期工厂四季度投产,拓展具身智能机器人
Sou Hu Cai Jing· 2025-07-12 20:43
诺力智能装备股份有限公司成立于2000年,主要生产基地位于浙江长兴。2013年在马来西亚设厂,2019 年在越南设厂,成为行业内首家在海外拥有产能的叉车主机企业。公司2015年上市,同年与上海交大教 授合作成立公司做AGV车,重点发力叉式AGV车;2016年并购无锡中鼎,转型为场内物流生产方案供 应商;2019年并购法国SAVOYE,推动集成板块国内外同步发展;去年年底开始研发具身智能搬运机器 人,并与浙江大学合作探索大模型等技术赋能。去年公司营收69多亿人民币,其中叉车营收37亿人民 币,中鼎营收18亿人民币,法国公司营收14亿人民币,集成板块营收约32亿人民币。中鼎去年盈利8800 多万人民币,其余利润由母公司叉车板块贡献。公司叉车板块在湖州长兴的5期工厂进展顺利,去年年 底建筑主体竣工,预计今年四季度首条智能化生产线竣工投产。公司认为具身智能物流机器人是未来发 展方向,已聘请机器人专家并与浙江大学机器人研究院合作,致力于占据下一代产品先机。 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成 投资建议。 【公司公告汇总】五期工厂位于湖州长兴, ...
IOVA FINAL DEADLINE: ROSEN, SKILLED INVESTOR COUNSEL, Encourages Iovance Biotherapeutics, Inc. Investors with Losses in Excess of $100K to Secure Counsel Before Important July 14 Deadline in Securities Class Action – IOVA
GlobeNewswire News Room· 2025-07-12 15:00
NEW YORK, July 12, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Iovance Biotherapeutics, Inc. (NASDAQ: IOVA) between May 9, 2024 and May 8, 2025, both dates inclusive (the “Class Period”), of the important July 14, 2025 lead plaintiff deadline. SO WHAT: If you purchased Iovance securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. ...
IOVA 2-DAY DEADLINE ALERT: Iovance's (IOVA) CFO Resigns Amid Launch Setbacks and Securities Class Action– Hagens Berman
GlobeNewswire News Room· 2025-07-12 13:45
Core Insights - Iovance Biotherapeutics Inc. is undergoing a leadership transition with the resignation of CFO Jean-Marc Bellemin, effective July 10, 2025, amid commercial challenges and a class-action lawsuit [1][2][3] Group 1: Leadership Changes - CFO Jean-Marc Bellemin's resignation aligns with his executive employment agreement and comes at a critical time for the company [2] - The company has not yet appointed a successor for the CFO position, creating uncertainty as it faces market and legal challenges [2] Group 2: Commercial Performance - Iovance's flagship drug, Amtagvi, has significantly underperformed, leading to a downward revision of the company's full-year revenue projections [3][6] - The first-quarter sales figures for Amtagvi fell short of Wall Street expectations, prompting a downgrade from UBS [3] Group 3: Legal Challenges - Iovance is facing a class-action securities fraud lawsuit related to its claims about authorized treatment centers (ATCs) that are essential for administering Amtagvi [4][5] - The lawsuit alleges discrepancies between the company's public statements about ATC operations and the actual performance, including delays in patient treatment initiation and high patient drop-off rates [5][6] Group 4: Market Reaction - Following the disclosure of disappointing first-quarter results and revised revenue guidance, Iovance's stock price dropped over 44%, from $3.17 to $1.75 per share within a day [7]
IOVA FRAUD ALERT: Iovance Biotherapeutics 44% Stock Drop Triggers Securities Fraud Class Action – Investors Notified to Contact BFA Law by July 14 (NASDAQ:IOVA)
GlobeNewswire News Room· 2025-07-12 11:36
Core Viewpoint - A lawsuit has been filed against Iovance Biotherapeutics, Inc. and certain senior executives for potential violations of federal securities laws, with claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 [1][2]. Group 1: Company Overview - Iovance Biotherapeutics is a commercial-stage biopharmaceutical company focused on developing treatments for melanoma and other solid tumor cancers [3]. - The company launched its key melanoma treatment, Amtagvi, in February 2024, which is administered at authorized treatment centers (ATCs) [3]. Group 2: Allegations and Issues - The lawsuit alleges that Iovance misrepresented the effectiveness of its ATCs as a driver of demand for Amtagvi, while in reality, these centers faced long timelines for patient treatment and high patient drop-off rates due to ineffective patient identification and selection [4]. - Following disappointing financial results for Q1 2025, Iovance revised its full-year 2025 revenue guidance, attributing the poor performance to slow treatment timelines and high patient drop-off rates [5]. Group 3: Stock Performance - On May 8, 2025, Iovance's stock price fell over 44%, dropping from $3.17 per share to $1.75 per share the following day, in response to the negative news regarding its financial results and operational challenges [6].
无人叉车行业:AI驱动技术发展,智慧物流迎来快速成长期
2025-07-11 01:05
摘要 无人叉车行业:AI 驱动技术发展,智慧物流迎来快速成长 期 20250710 仓储物流业正经历从自动化向智能化转型,无人叉车作为核心装备,在 搬运和举升方面发挥关键作用。目前正处于智能物流装备商业化落地的 拐点,叉车板块公司在 2025 年第二季度经营业绩稳定,预示下半年新 品发布有望推动增长。 无人叉车技术壁垒较高,需具备精准定位、稳固举升及容错识别能力, 以应对工业场景中非标货物和复杂环境。尽管技术相对成熟,但渗透率 仍较低,尚未大规模商业化,未来随着技术迭代,商业化落地是确定性 趋势。 AGV 与 AMR 的主要区别在于路径规划方式,AMR 具备自主路径规划能 力,更具柔性化。无人叉车市场正从叉式 AGV 向更灵活的叉式 AMR 发 展,各厂商集中研发,目标在部分场景高度替代人工操作。 无人叉车技术平台的核心竞争力在于控制系统,其研发壁垒高且盈利水 平好,占整体成本 30%以上。如先工智能提供国内精度最高的控制器, 毛利率可达 80%以上,并计划在港股上市。 Q&A 智能物流产业的发展趋势如何,尤其是无人叉车的市场前景? 智能物流产业正在迅速发展,设备的智能化水平不断提升,市场对智能物流装 备的关 ...
Iovance Biotherapeutics Appoints Marc R. Theoret, M.D. as Senior Vice President, Regulatory Strategy
GlobeNewswire· 2025-07-10 20:01
SAN CARLOS, Calif., July 10, 2025 (GLOBE NEWSWIRE) -- Iovance Biotherapeutics, Inc. (NASDAQ: IOVA), a commercial biotechnology company focused on innovating, developing, and delivering novel polyclonal tumor infiltrating lymphocyte (TIL) therapies for patients with cancer, today announced the appointment of Marc. R Theoret, M.D. to assume the newly created position of Senior Vice President, Regulatory Strategy, where he will focus on clinical regulatory strategy for Iovance’s pipeline. Effective immediately ...
IOVA 4-DAY DEADLINE ALERT: Iovance's (IOVA) Promising Cell Therapy Falters Triggering UBS Downgrades and Investor Lawsuit – Hagens Berman
GlobeNewswire News Room· 2025-07-10 16:28
SAN FRANCISCO, July 10, 2025 (GLOBE NEWSWIRE) -- Biotechnology firm Iovance Biotherapeutics Inc. (NASDAQ: IOVA) announced a significant leadership transition, confirming the resignation of Chief Financial Officer Jean-Marc Bellemin, effective July 10, 2025. Mr. Bellemin, who assumed the CFO role in November 2020, is reportedly departing to pursue other endeavors, according to a regulatory filing. Bellemin’s exit comes at a tumultuous time, as the company is grappling with a recent commercial setback for its ...
IOVA COURT NOTICE: Iovance Biotherapeutics Investors may have been Affected by Fraud – Contact BFA Law by the July 14 Legal Deadline (NASDAQ:IOVA)
GlobeNewswire News Room· 2025-07-10 12:18
NEW YORK, July 10, 2025 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a lawsuit has been filed against Iovance Biotherapeutics, Inc. (NASDAQ: IOVA) and certain of the Company’s senior executives for potential violations of the federal securities laws. If you invested in Iovance you are encouraged to obtain additional information by visiting https://www.bfalaw.com/cases-investigations/iovance-biotherapeutics-inc-class-action-lawsuit. Investors have until July 14, 2 ...
杭叉集团加快智慧物流与机器人赛道布局 拟通过增资扩股方式控股国自机器人
日前,杭叉集团(603298)发布公告称,公司控股子公司杭叉智能计划以增资扩股方式,收购关联方昆 霞投资、巨星科技(002444)及其他转让方持有的国自机器人99.23%股份。此次交易构成关联交易, 但不涉及重大资产重组,标志着杭叉集团在智慧物流与机器人领域的布局进一步提速。 资源整合完善智慧物流解决方案 从行业背景看,叉车行业正加速朝向智慧物流和机器人赛道转型。作为全球叉车行业领先企业,杭叉集 团凭借强大的生产制造能力、完善的供应链体系及成熟的营销渠道,在智能物流领域积累了深厚底蕴。 目前,公司已经形成了杭叉智能、杭奥智能、汉和智能三大业务群,2024年公司智能物流整体解决方案 合同金额首次突破10亿元。 此次收购主体浙江国自机器人技术股份有限公司成立于2011年11月,是中国领先的移动机器人公司,是 经工业和信息化部认定的专精特新"小巨人"企业,其核心产品涵盖智能巡检机器人和智能物流AGV产 品及提供整体智能物流解决方案,其在工业自动化、智能控制领域积累深厚,具有突出的技术创新能 力、产品开发经验以及丰富的移动机器人产品线,累计专利申请数量超1500件。而杭叉智能依托母公司 杭叉集团的生产制造、供应链及营 ...
ESG信披观察 | A股零售行业ESG相关报告披露率33.8%,市值TOP10企业仅3家公布贪腐相关数据
Mei Ri Jing Ji Xin Wen· 2025-07-10 05:25
每经记者|徐肖逍 每经编辑|杨夏 7月7日,永辉超市(SH601933)发布《致供应商伙伴的一封公开信》(以下简称公开信),倡导携手共建阳光供应链,向腐败和 潜规则宣战,主要内容包括三大方面:实行零容忍、全覆盖的廉洁合作;在供应商入驻方面,坚决拒绝"走后门"、拒绝"潜规则"; 优化财务结算流程,做到"不拖、不卡、不刁难"。 反商业贿赂及反贪污是ESG(环境、社会和公司治理)公司治理环节的重要议题。永辉超市对贪腐现象的强硬表态,也让零售行业 ESG备受关注。据中证行业分类,A股零售行业共有71家上市公司,其中有24家公布了2024年度ESG相关报告(以下简称报告), 披露率为33.8%,低于A股整体46%的披露率。 | 证券简称 | ESG报告发布情况 | 碳排放披露情况 | 贪腐数据公布情况 | | --- | --- | --- | --- | | 中国中免 | 已发布 | 范围一+范围二 | O | | 永辉超市 | 已发布 | 未公布 | 未公布 | | 供销大集 | 已发布 | 未公布 | 0 | | 万辰集团 | 未发布 | 未公布 | 未公布 | | 神州数码 | 已发布 | 范围一+范围二 | ...