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75家机器人上市公司2024年报亮点
机器人圈· 2025-05-08 10:00
Core Viewpoint - The financial reports of 75 listed companies in the robotics sector reveal a significant divergence in performance, with industrial robot manufacturers facing substantial challenges while service robots and AI companies show growth [1][12]. Industrial Robots - Among 7 industrial robot manufacturers, 2 experienced declines in both revenue and net profit, 4 had single declines, and only 1 saw increases in both metrics [2]. - The leading company, Huichuan Technology, reported a revenue of 37.041 billion yuan, but its net profit fell by 9.62% due to a decrease in gross margin [3]. - Estun and Efort faced severe declines, with Estun's net profit plummeting by 700.14% [3][4]. Components - In the components sector, 21 companies showed mixed results: 5 had declines in both revenue and profit, while 9 reported increases in both [5][6]. - Sanhua Intelligent Controls led with a revenue of 27.947 billion yuan and a net profit of 3.099 billion yuan, marking a 13.8% increase in revenue [7]. Integrated Applications - The integrated applications sector included 25 companies, with 14 experiencing declines in both revenue and profit, while 9 reported increases [8][10]. - Industrial Fulian dominated with a revenue of 609.135 billion yuan and a net profit of 23.216 billion yuan, accounting for over 80% of the sector's total revenue [10][11]. Service Robots and AI - In the service robots and AI sector, 17 companies were analyzed, with 8 showing increases in both revenue and profit, while 6 had declines in one or both metrics [13][14]. - Hikvision led with significant revenue, with its overseas and innovative business income surpassing 50% of total revenue for the first time [15][16]. Special Robots - The special robots sector included 5 companies, with 3 experiencing declines in both revenue and profit, and only 1 company reporting increases [17][18]. - The largest profit was reported by CITIC Heavy Industries, with a net profit of 3.75 billion yuan from a revenue of 80.34 billion yuan [19].