【公告全知道】军工+机器人+边缘计算+华为鲲鹏+芯片!公 司自研软件已在军 领域应用 公告全知道 2025.05.19 22:01 星期一 海得控制:常年积累的相关自动化、信息化等技术可复用于机器人产业的发展 海得控制(002184.SZ)在2024年度网上业绩说明会上表示，公司常年积累的相关自动化、信息化等技术可复用于机器人产业的发 展。工业机器人作为各种执行机构的一种接入公司"二化"融合解决方案中的控制层和数据交互层。公司在冶金、管廊、港口等行 业的开展的无人化智能系统应用需要在适应性、复制性、迭代性等方面继续融合包括智控、智算、智显等技术,帮助用户逐步实 现与提高系统智能化综合水平。 点评：资料显示，海得控制主营业务是工业电气自动化业务、工业信息化业务、新能源业务等三大板块。公司的主要产品是工业 电气自动化业务、工业信息化业务、新能源业务。 海得控制在今日的业绩说明上表示，公司及部分子公司有所涉及军工领域，公司自主研发的NetSCADA-M监控组态软件参与了 上海市军民结合专项项目,并于2017年10月通过原总装备部工程设计研究总院的项目验收。该项目并得到了国防科工委上海 办、市经信委军工处及区政府的大 ...

Group 1: Business Overview - The company operates in two main business segments: digitalization (including industrial electrical automation and industrial information technology) and green technology (including new energy storage and high-power power electronics) [2] - The digitalization segment aims to improve operational quality and sales gross margin while maintaining growth rates comparable to competitors [2][3] - The green technology segment focuses on cost reduction and efficiency improvement to navigate market price fluctuations while ensuring order delivery capabilities [3] Group 2: Market Challenges and Opportunities - The company faces challenges such as insufficient internal demand, intensified industry competition, and external environmental pressures [5][6] - Despite these challenges, the digitalization and green technology sectors are seen as vital growth areas, supported by national policies promoting artificial intelligence and low-carbon initiatives [5][6] - The company aims to leverage policy advantages and seek new growth points, including overseas business expansion, to achieve profitability [5] Group 3: Industry Performance and Trends - The industrial control industry is crucial for manufacturing transformation, with significant profit pressure across various sectors [6][7] - In 2024, traditional industries like coal and oil saw profit declines exceeding 50%, while sectors like chemical fibers and wind power equipment experienced growth rates above 20% [6] - The automation market is characterized by weak domestic demand and price declines, with a notable shift towards international markets [6][7] Group 4: Future Outlook - The company anticipates a recovery in market demand and infrastructure investment, but must address challenges in sales gross margin and market expansion for new products [7] - The new energy storage business faces competition from leading enterprises, while opportunities arise from the establishment of a new power system and market-oriented electricity trading [7]