STEP(SZ:002527)2025-09-05 12:30Group 1: Company Overview and Technological Strengths - New Timesda has a 30-year accumulation of control technology, making it a rare company in the "brain" technology field [1] - The company has achieved horizontal iteration in specialized control and expanded into general control, accumulating extensive algorithms and software foundations across various downstream industries [1][2] - New Timesda's deep understanding of "embodiment" and "AI" positions it well to embrace technological transformations [2] Group 2: Data Utilization and Market Opportunities - The current iteration of robotics is hindered by data dependency on specific scenarios, which New Timesda aims to address through its collaboration with Haier, leveraging various consumer and industrial scenarios [2] - Haier's global brand influence and management model will enhance New Timesda's supply chain competitiveness and innovation capabilities [2] Group 3: Upcoming Product Launches - New Timesda plans to launch an embodied intelligent welding solution in September 2025, applicable in multiple industries, particularly shipbuilding [3] - The company aims to introduce an embodied intelligent universal controller and humanoid robots by the end of 2025, focusing on customizable designs and various operational scenarios [4] Group 4: Semiconductor Robotics Development - After three years of investment, New Timesda has developed a leading domestic semiconductor wafer transfer robot product matrix, covering eight series of products for different environments [5][6] Group 5: Competitive Landscape and Collaboration with Haier - New Timesda's business focuses on foundational products and control, complementing Haier's digital economy initiatives without direct competition [6] - The acquisition by Haier allows New Timesda to access rich application scenarios, enhancing data collection and product development capabilities [6]