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新时达(002527.SZ):专注在“小脑”技术的迭代,同时开发出“大小脑”一体的“脑”
Ge Long Hui· 2025-10-27 07:20
Core Viewpoint - The industrial robot sector is experiencing a deepening process of import substitution, with ongoing intense market competition characterized by price wars and accelerated technological iterations [1] Industry Summary - The market for industrial robots remains highly competitive, with no signs of easing in the aggressive competition [1] - The focus on technological advancements is crucial, particularly in the development of "small brain" technology and its integration into a more advanced "brain" system, enhancing the robots' generalization capabilities [1] Company Summary - The company is leveraging Haier's advantages post-acquisition to enhance data collection and training across various scenarios [1] - The company plans to launch an AI-based intelligent welding solution by September 2025, which will feature capabilities such as workpiece recognition, path generation, and adaptive adjustment of welding parameters [1] - A humanoid robot has been showcased at the Industrial Expo, with real-world applications already deployed in Haier's Chongqing refrigerator factory, where it will gradually take on more complex tasks [1] - The company has identified four key data collection and validation scenarios to focus on by the end of the year: adaptive grasping robot systems, intelligent welding, flexible automated PCB quality inspection, and dual-arm collaborative assembly [1]