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产业平台驱动制造之都迈向智造强市——台州赶海
Jing Ji Ri Bao· 2026-01-04 22:12
岛岬交错,海屿星罗,浙江台州的海岸线绵延700.5公里,占浙江全省三分之一。向海而生、因海而 兴,"赶海"早已融入这座城市的发展基因。 闻潮而动—— "从无到有下好先手棋" "研发需要算力,如果我们把项目落在黄岩,你们能否提供购买算力的经费?"赴北京考察时,企业提出 的疑问,让台州市黄岩国有资本投资运营集团有限公司党委委员沈鑫记忆犹新。 400P算力,相当于20万台高性能计算机同时运行。浙东南智算中心驾驶舱显示大屏上,算力负载状 态、算法状态、能源效率等数据图表实时更新,屏幕中央橙色矢量线从黄岩向全国延伸,勾勒出一 幅"算力版图"。 硬件成型,政策跟进。黄岩区经济信息化和科学技术局数字经济科科长王瑜说,产业园开园之初,算力 产业支持政策已同步启动论证。2025年7月,《黄岩区支持算力产业高质量发展若干政策(试行)》正 式出台,推出"算力券""模型券",用真金白银鼓励企业开展技术创新。 这里是民营经济的重要发源地。连续5年,台州"新春第一会"上,受邀民营企业家稳坐头排。新能源汽 车、医药健康、高端装备(工业母机)、低空经济(空天产业)、具身智能(机器人)……台州集聚了 2个千亿元级产业集群、32个百亿元级县域产 ...
汇川机器人控制系统全球份额第三
Nan Fang Du Shi Bao· 2025-12-28 23:09
斯莫格推出与变形金刚联名产品。 一位东南亚达人让家人体验16头按摩仪。受访者供图 从上榜全球TOP1000企业榜单,到获人民日报权威媒体聚焦;从深耕欧洲市场,到引爆东南亚消费潮 流,再到攻克百年产业难题——随着APEC会议临近,深圳龙华区一批高科技企业凭借硬核技术实力强 势出圈,以多元化出海路径对接全球市场,为中国与世界经济的深度对话打开了全新窗口。 龙华已形成"龙头引领、中小协同"的企业发展格局。国家级单项冠军全市领先,2025年国家工信部认定 的国家级制造业单项冠军名单中,龙华企业5家,占全市新增总量的22.7%,新增数量位居全市第一, 累计达到15家,总量位居全市第三。各层级企业梯队持续进阶,累计培育创新型中小企业3378家,市级 专精特新企业1837家,国家级专精特新"小巨人"企业182家,国家级重点"小巨人"企业24家,各层级企 业数量跃升至全市前三。 去年本土机器人产业链企业中 汇川以1800亿元市值高居首位 胡润研究院最新发布的《2025胡润全球高质量企业TOP1000》榜单中,深圳以15家企业上榜在全球城市 中位列第11,来自龙华区的汇川技术股份有限公司(以下简称汇川技术)也在榜单内。此前,汇 ...
格力电器:未来将持续关注人形机器人产业发展
Zheng Quan Ri Bao Wang· 2025-12-09 14:16
证券日报网讯12月9日,格力电器(000651)在互动平台回答投资者提问时表示,公司深耕工业机器人 核心零部件与整机关键技术研究,在伺服电机、伺服驱动器、运动控制器、减速机及机器人动力学等方 向取得突破,成功开发六轴机器人、SCARA机器人、焊接机器人、协作机器人等全系列产品,负载范 围覆盖3kg至600kg,形成完整的产品谱系。目前公司已开发可用在人形机器人上的关节模组等核心零部 件,未来将持续关注人形机器人产业发展。 ...
格力电器:公司成功开发六轴机器人、SCARA机器人、焊接机器人、协作机器人等全系列产品
Mei Ri Jing Ji Xin Wen· 2025-11-26 12:27
Group 1 - The core inquiry from investors is whether Gree Electric Appliances can develop into an unmanned machine store featuring robots that explain product functions and serve customers 24/7 [2] - Gree Electric Appliances has stated on the investor interaction platform that the company is deeply engaged in the research of core components and key technologies for industrial robots [2] - The company has achieved breakthroughs in various areas including servo motors, servo drives, motion controllers, reducers, and robot dynamics, successfully developing a full range of products such as six-axis robots, SCARA robots, welding robots, and collaborative robots [2]
格力电器(000651.SZ):成功开发六轴机器人、SCARA机器人、焊接机器人、协作机器人等全系列产品
Ge Long Hui· 2025-11-26 11:46
Core Viewpoint - Gree Electric Appliances is focusing on the research of core components and key technologies in industrial robots, achieving breakthroughs in various areas [1] Group 1: Technological Advancements - The company has made significant progress in servo motors, servo drives, motion controllers, reducers, and robot dynamics [1] - Gree Electric has successfully developed a full range of products including six-axis robots, SCARA robots, welding robots, and collaborative robots [1]
金奥博(002917) - 002917金奥博投资者关系管理信息20251120
2025-11-20 11:40
Financial Performance - The company achieved a net profit of 132.87 million CNY in the first three quarters of 2025, representing a 23.40% increase year-on-year [1] - The non-recurring net profit reached 129.97 million CNY, marking a 26.33% growth compared to the previous year [1] Business Operations - The company provides intelligent equipment, software systems, and key chemical materials for the civil blasting industry, and is involved in the development of various types of industrial robots [2][3] - The company is actively participating in the Western Development strategy, optimizing products and services to increase market share in the western region [2] Market Presence - Domestic revenue for the first half of 2025 was 752.66 million CNY, accounting for 91.25% of total revenue, while overseas revenue was 72.14 million CNY, making up 8.75% [4] - The overseas revenue increased by 701.73% compared to the same period last year [4] Strategic Focus - The company is focusing on high-end intelligent manufacturing and the development of core control technologies for industrial robots [3][4] - It aims to expand its market presence in the robotics sector and enhance its technological capabilities in motion control and visual recognition [3] Shareholder Engagement - The company has established a market value management system and has implemented two share repurchase plans since its listing [4] - It emphasizes cash dividends to investors and is committed to enhancing overall performance and intrinsic value [4]
上海前三季度“新三样”出口增势迅猛 民企占比高
Xin Hua Wang· 2025-11-13 09:16
Core Viewpoint - Shanghai's foreign trade demonstrates resilience and vitality, driven by proactive measures and a supportive business environment, with private enterprises playing a crucial role in export growth [1][5]. Group 1: Export Growth and Contributions - In the first three quarters of this year, Shanghai's foreign trade imports and exports increased by 5.4%, surpassing the national average by 1.4 percentage points [2]. - Private enterprises achieved an import and export volume of 1.32 trillion yuan, with a growth rate of 27.1%, raising their share of Shanghai's foreign trade to 39.5%, a record high [2]. - The "new three items" (electric vehicles, lithium batteries, solar cells) and industrial robots have shown rapid export growth, highlighting the strength of Shanghai's high-end manufacturing sector [2]. Group 2: Case Studies of Successful Companies - Xijing Technology has seen a 159% year-on-year increase in exports, driven by overseas orders for its autonomous vehicles, which are now operational in nearly 1,000 units across 28 countries and regions [2]. - New Era Technology, one of Shanghai's "robot four dragons," achieved nearly 50% export growth in the first three quarters, with over 1,200 units sold, thanks to its high-performance SCARA robots [3]. Group 3: Supportive Business Environment - The supportive business environment is crucial for private enterprises, as evidenced by successful negotiations with customs regarding product classification, which can significantly impact tax rates [4]. - A communication technology company saved millions in taxes through effective classification of its products, demonstrating the importance of government support in international trade [5]. - The proactive approach of customs authorities has helped companies navigate complex import and export regulations, leading to substantial cost savings and enhanced competitiveness in international markets [5].
CeMAT洞察:物流机器人下半场,软硬件生态协同正是真核心!
机器人大讲堂· 2025-11-04 09:07
Core Viewpoint - The smart logistics market in China is expected to exceed 1.3 trillion yuan by 2025, with a compound annual growth rate of 24%, driven by improvements in operational efficiency, cost management, and adaptability to changes in the logistics industry [1] Group 1: Industry Trends - The global smart logistics robot market is projected to reach 344.1 billion yuan by 2030, indicating steady growth in the sector [1] - The shift from automation to intelligence in logistics robots marks a new phase of development, focusing on companies and products that can stand out in this evolving landscape [1] Group 2: Technological Advancements - The CeMAT ASIA 2025 showcased leading companies like Hikvision Robotics, which presented new ecological products and comprehensive logistics automation solutions, reflecting industry trends towards ecological and intelligent development [3] - The competition in the mobile robot industry has shifted from hardware specifications to system efficiency and delivery capabilities, as core technologies mature [3][5] Group 3: Ecosystem Development - Hikvision Robotics is focusing on building an open ecosystem by extracting common elements from application scenarios and providing standard software and hardware interfaces for industry partners [5] - The future of the industry ecosystem requires not only serving large enterprises but also empowering small and medium-sized enterprises to meet diverse logistical needs [5] Group 4: Product Innovations - The EasyAMR product from Hikvision Robotics simplifies complex software and hardware capabilities into an "out-of-the-box" tool, enabling users to configure and deploy robots without professional training [7] - The new generation of STU box robots and other products demonstrate significant improvements in load capacity, efficiency, and adaptability to various operational scenarios [10][12] Group 5: Integration of Software and Hardware - Hikvision Robotics' hardware innovations are complemented by advanced AI-driven scheduling systems, enhancing warehouse configuration and retrieval efficiency [14][16] - The integration of various robotic systems into a cohesive operational framework is essential for achieving end-to-end supply chain optimization [19]
资本市场赋能“中国工控龙头” 汇川技术筑新质生产力根基
Core Viewpoint - The article highlights the growth trajectory of Huichuan Technology, emphasizing its transformation from a startup focused on frequency converters to a leading player in industrial automation, electric vehicles, and smart elevators, supported by capital market empowerment [1][2]. Company Growth and Capital Market Empowerment - Huichuan Technology was listed on the Shenzhen Stock Exchange's Growth Enterprise Market in September 2010, with an initial revenue of 1.726 billion yuan, primarily in the industrial frequency converter sector [2]. - The company utilized capital market tools effectively, including a 2.487 billion yuan acquisition of Shanghai Best Electric in 2019, which expanded its offerings in the elevator industry [2]. - In 2021, Huichuan raised 2.105 billion yuan through a private placement to enhance its industrial automation capabilities and invest in smart factories and software platforms [2]. Incentive Mechanisms and Performance - Since its listing, Huichuan has implemented seven stock incentive plans and two employee stock ownership plans, covering various levels of the team [3]. - From 2013 to 2024, the company's total revenue surged from 1.726 billion yuan to 37.041 billion yuan, and net profit attributable to shareholders increased from 834 million yuan to 4.285 billion yuan, reflecting over 20 times and 4 times growth, respectively [3]. Technological Innovation and Market Position - Huichuan Technology has developed a range of core technologies, holding 2,886 patents and software copyrights by the end of 2024, with a focus on various layers of automation technology [4]. - The company achieved a research and development investment of 3.147 billion yuan in 2024, with a research expense ratio of 8.5%, and a team of 5,538 researchers [4]. - As of the end of 2024, Huichuan held the top market shares in several sectors: 28.3% in general servo systems, 18.6% in low-voltage frequency converters, and 27.3% in SCARA robots [5]. Strategic Growth Areas - Huichuan is focusing on three strategic areas: internationalization, dual-carbon energy management, and digitalization [6]. - The company aims to expand its international presence, targeting markets in Asia-Pacific, Europe, and the Americas, with overseas revenue reaching approximately 1.32 billion yuan in the first half of 2025, a 39% year-on-year increase [6]. - In line with the dual-carbon strategy, Huichuan is developing energy management solutions and aims to enhance its capabilities in clean energy and smart energy management [6]. ESG Integration - Huichuan has integrated ESG principles into its operations, completing green supply chain assessments for over 200 suppliers and receiving multiple ESG awards [7]. - The company is recognized for its commitment to low-carbon responsibility and transparent governance, contributing to its reputation as a leader in the industrial automation sector [7].
深走访・提质效丨资本市场赋能“中国工控龙头” 汇川技术筑新质生产力根基
Core Insights - The article highlights the importance of listed companies in driving high-quality economic development, with a focus on the efforts of the Shenzhen Stock Exchange to enhance the quality of listed companies through systematic engagement and support [1] Company Growth and Development - Huichuan Technology was listed on the Shenzhen Stock Exchange's Growth Enterprise Market in September 2010, with an initial revenue of 1.726 billion yuan, primarily focused on industrial frequency converters [2] - The company utilized capital market tools effectively, including a 2.487 billion yuan acquisition of Shanghai Best Electric in 2019, which allowed it to transition from a single product supplier to a comprehensive solution provider in the elevator industry [2] - In 2021, Huichuan Technology raised 2.105 billion yuan through a private placement to enhance its industrial automation capabilities and invest in smart factories and industrial software platforms [2] Performance and Financial Growth - Since its listing, Huichuan Technology has implemented multiple equity incentive plans, resulting in significant revenue growth from 1.726 billion yuan in 2013 to 37.041 billion yuan in 2024, and net profit growth from 0.834 billion yuan to 4.285 billion yuan during the same period [3] - The company achieved over 20 times revenue growth and four times net profit growth, establishing a positive cycle of talent incentives, technological breakthroughs, and performance growth [3] Technological Innovation and Market Position - Huichuan Technology has developed a range of core technologies, holding 2,886 patents and software copyrights by the end of 2024, with a focus on various layers of technology including information, control, drive, execution, and sensing [4][5] - The company maintained a high R&D investment of 3.147 billion yuan in 2024, with an R&D expense ratio of 8.5%, and a team of 5,538 researchers, leading to a dominant market position in several sectors [4][5] - In the industrial automation sector, Huichuan Technology holds a market share of 28.3% in general servo systems and 18.6% in low-voltage frequency converters, ranking first in the industry [5] Strategic Growth Areas - Huichuan Technology is focusing on three strategic areas: internationalization, dual-carbon energy management, and digitalization, to foster new growth drivers [6] - The company aims to expand its international presence in developed and emerging markets, targeting regions such as Asia-Pacific, Europe, and the Americas, with overseas revenue reaching approximately 1.32 billion yuan in the first half of 2025, a 39% year-on-year increase [6] - The dual-carbon energy management business leverages the company's expertise in power electronics to provide efficient and reliable energy solutions, aligning with national strategies for carbon neutrality [6] ESG Commitment - Huichuan Technology integrates ESG principles into its operations, completing green supply chain assessments for over 200 suppliers and receiving multiple ESG awards, reflecting its commitment to sustainable development [7] - The company’s growth story exemplifies how a technology-driven enterprise can leverage capital markets for technological breakthroughs, industrial expansion, and ecosystem development [7]