RMC100控制器
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新益昌三季度利润总额大增205.66%,自研“小脑”控制器赋能机器人构筑第二增长曲线
Zheng Quan Shi Bao Wang· 2025-11-03 08:29
Core Insights - New Yichang (688383.SH) reported a revenue of 594 million yuan and a total profit of 13 million yuan for the first three quarters of 2025, with a significant increase in Q3 profit by 205.66% year-on-year [1] - The company launched the HOSON-Robot on October 12, marking a key development in its strategic layout of "semiconductors + new displays + robotics" [1] Financial Performance - The total profit for Q3 reached 5.67 million yuan, showing a year-on-year growth of 205.66% [1] - The net profit attributable to shareholders increased by 63.65% compared to the previous year [1] Technological Advancements - The HOSON-Robot features self-developed core components, including the RMC100 controller, which supports synchronous driving of 64 joint motors with a synchronization error of less than 100ns and a control frequency of 4kHz, achieving industry-leading performance [1] - The company has successfully transferred its self-research capabilities in semiconductor equipment to the robotics sector, creating a differentiated advantage in the "small brain" control segment [2] Market Outlook - IDC predicts that the global robotics market will exceed 400 billion USD by 2029, with China accounting for nearly half and a compound annual growth rate of 15% [2] - New Yichang established a robotics subsidiary in May 2025, focusing on humanoid robots as a strategic core and plans to maintain a regular R&D iteration mechanism [2] Growth Potential - The HOSON-Robot is entering small-batch production, and the robotics business is expected to become a second growth curve for the company [2] - The combination of high profit growth and technological breakthroughs is creating a value reassessment window for this unique "small brain" robotics player [2]