证券日报网讯 2月5日，拓斯达在互动平台回答投资者提问时表示，公司于2026年1月28日披露了《2025 年度业绩预告》。 （文章来源：证券日报） ...

南财智讯2月5日电，拓斯达在投资者关系活动中表示，以2024年的轻负载工业机器人出货量计，公司在 中国内地工业机器人解决方案市场总排名第一；以2024年工业机器人在轻工业领域下的出货量计，公司 在中国内地工业机器人解决方案市场中排名第一。 ...

Group 1: Company Overview and Market Position - The company is a leading player in the intelligent robot industry chain in Guangdong, covering core components, robot bodies, and system applications [2] - It ranks first in the Chinese mainland industrial robot solutions market based on the shipment volume of light-load industrial robots in 2024 [2] - The company is one of the few in China that independently controls three core components: controllers, servo drives, and perception systems [2] Group 2: Technical Capabilities - The company's ultra-high-speed robots have a standard cycle time of only 0.24 seconds and a maximum repeat positioning accuracy of 0.01 mm, both of which are globally leading [2] - The servo drives achieve torque control accuracy of ±1% and speed control accuracy of ±0.1% [3] - The perception system reduces the time from target acquisition to command issuance to less than 0.2 seconds [3] Group 3: Business Model and Applications - The company has engaged with over 200,000 potential customers and served over 15,000 clients by leveraging its experience in smart manufacturing [3] - It identifies high-value industrial application scenarios based on its extensive experience in injection molding and CNC machine tools [3] - The company has developed a comprehensive range of industrial robots, including Cartesian robots, articulated robots, collaborative robots, and humanoid robots [3] Group 4: Product Development and Innovation - The company has launched modular collaborative robots and the humanoid robot "Xiao Tuo," which is the first of its kind in injection molding applications in mainland China [4] - The four-legged robot "Xing Zai" can perform multiple tasks in various application scenarios, including autonomous inspection and forest fire prevention [4] - The X5 control platform is the first in mainland China to integrate cloud-edge-end deployment and perception-computation-control capabilities [4] Group 5: AI and Data Integration - The company is developing AI vertical models to enhance the intelligence of its robots [6] - It has established an end-to-end closed loop for data collection, model training, and online inference and control [6] - A specialized process database has been created by integrating extensive industrial process data, covering multiple fields such as consumer electronics and automotive parts [7] Group 6: Competitive Advantages - The X5 intelligent robot control platform features a flexible cloud-edge-end three-layer computing architecture, addressing the balance between intelligence and real-time performance in industrial environments [7] - The platform's motion control cycle has been reduced to an industry-leading 1 millisecond, meeting stringent requirements for determinism and high real-time performance [7] - It provides over 400 functional interfaces and 500Hz real-time control interfaces, satisfying over 90% of industrial robot needs [7]

Core Viewpoint - The company TuoSiDa is initiating a secondary IPO to list on the Hong Kong main board after nearly nine years on the ChiNext board, reflecting a trend among domestic industrial robot manufacturers to seek higher market valuations and expand into high-end and overseas markets amid increasing competition in the domestic low-end market [1][10]. Group 1: Company Overview - TuoSiDa, originally established in 2007, has evolved from manufacturing plastic machinery to developing multi-joint robots and injection molding machines, with a focus on proprietary technologies in robot controllers and core visual algorithms [3]. - The company has diversified its product offerings to include Cartesian robots, multi-joint robots, collaborative robots, and humanoid robots, with a significant market presence in the industrial robot sector [3][4]. Group 2: Market Dynamics - The industrial robot market is experiencing robust demand, with a projected global market size of $287.27 billion by 2025, and China expected to capture 30% of this market [3]. - The competitive landscape is intensifying, with over 3,000 suppliers globally, and TuoSiDa holds a market share of only 0.9% in the domestic industrial robot solutions market [4][10]. Group 3: Financial Performance - TuoSiDa's revenue surged from 764 million RMB in 2017 to 4.984 billion RMB in 2022, but faced a decline in net profit, dropping from 520 million RMB in 2020 to 65 million RMB in 2021, and only recovering to 160 million RMB in 2022 [5]. - For 2023, 2024, and the first nine months of 2025, the company reported revenues of 4.553 billion RMB, 2.872 billion RMB, and 1.688 billion RMB, respectively, with net profits showing significant fluctuations [5][7]. Group 4: Profitability and Margins - The overall gross margin decreased from 17.6% in 2023 to 14.6% in 2024, but is projected to rise to 28.3% in the first three quarters of 2025, driven by improvements in the industrial robot and automation application systems segment [8][9]. - The gross margins for specific business lines varied, with industrial robots and automation systems showing a margin increase from 26.2% to 36.7% over the same period [9]. Group 5: Strategic Initiatives - The upcoming IPO aims to raise funds for R&D in embodied intelligence technology, expanding sales networks, and enhancing brand presence, which is crucial for TuoSiDa's international growth strategy [10]. - The company is also focusing on reducing its reliance on high accounts receivable, which have increased significantly over the years, indicating a need for improved cash flow management [11][13].

Core Viewpoint - The industrial robot industry in China is experiencing significant growth, with a projected production increase and a strong market outlook for the coming years [1] Group 1: Industry Overview - According to the National Bureau of Statistics, the production of industrial robots in China is expected to reach 90,000 units by December 2025, representing a year-on-year growth of 14.7% [1] - The cumulative production of industrial robots in China from January to December 2025 is projected to be 773,000 units, reflecting a cumulative growth of 28% [1] Group 2: Companies Involved - Key listed companies in the industrial robot sector include: Robot (300024), Estun (002747), New Times (002527), Tosida (300607), Huichuan Technology (300124), Huazhong CNC (300161), Jasic Technology (300193), Yawen Co. (002559), TuoShan Heavy Industry (001226), and Haozhi Electromechanical (300503) [1] Group 3: Research and Reports - Zhiyan Consulting has released a report titled "Research on Competitive Strategies and Future Prospects of China's Industrial Robot Industry from 2026 to 2032," indicating a focus on strategic insights and market forecasts for the industry [1]

智通财经APP讯，拓斯达(300607.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净利润 6000万元–8000万元，扭亏为盈;扣除非经常性损益后的净利润4200万元–6200万元。 ...

Core Viewpoint - The company, Tuosida (300607.SZ), expects to achieve a net profit attributable to shareholders of 60 million to 80 million yuan in 2025, marking a turnaround from losses, with a net profit excluding non-recurring gains and losses projected at 42 million to 62 million yuan, also indicating a return to profitability [1] Group 1: Strategic Transformation - The company is continuously deepening its strategic transformation by focusing on product offerings and reducing project scope [1] - The profitability of product-related businesses is expected to improve significantly in 2025, particularly in industrial robots, injection molding machines, supporting equipment, and automatic feeding systems [1] Group 2: Business Adjustments - The company has significantly reduced its involvement in the smart energy and environmental management systems business [1] - Profitability has been achieved through measures such as controlling order intake and implementing refined management practices [1]

格隆汇1月28日｜拓斯达（维权）公告，预计2025年净利润为6000万元—8000万元，属于扭亏为盈情 形。公司持续深化"聚焦产品，收缩项目"的战略转型，2025年产品类业务盈利能力提升，工业机器人， 注塑机、配套设备及自动供料系统业务毛利明显增长；公司大幅收缩智能能源及环境管理系统业务，并 通过控制接单、精细化管理等方式实现扭亏为盈。 ...

每经AI快讯，拓斯达1月28日晚间发布业绩预告，预计2025年归属于上市公司股东的净利润6000万元 ~8000万元，同比扭亏为盈。业绩变动主要原因是：公司持续深化"聚焦产品，收缩项目"的战略转型， 2025年产品类业务盈利能力提升，工业机器人，注塑机、配套设备及自动供料系统业务毛利明显增长； 公司大幅收缩智能能源及环境管理系统业务，并通过控制接单、精细化管理等方式实现扭亏为盈。 每经头条（nbdtoutiao）——从极寒测试到万套装车！半固态电池今年有望搭载多款新车：各大厂商摩 拳擦掌，动力电池技术迎来迭代年 （记者 王晓波） ...

拓斯达（300607）(300607.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净利润6000万 元–8000万元，扭亏为盈;扣除非经常性损益后的净利润4200万元–6200万元。 ...