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安培龙(301413) - 301413安培龙投资者关系活动记录表20251231
2025-12-31 09:34
Financial Performance - In Q3 2025, the company achieved a revenue of 30,822.85 million yuan, a year-on-year increase of 23.39%, marking a record high for a single quarter [2] - For the first three quarters of 2025, total revenue reached 86,210.26 million yuan, up 30.27% year-on-year; net profit attributable to shareholders was 7,312.85 million yuan, a growth of 17.20% [2] - Domestic sales amounted to 73,211.22 million yuan, reflecting a year-on-year growth of 32.56%, accounting for 84.92% of total revenue; international sales were 12,999.04 million yuan, up 18.72%, representing 15.08% of total revenue [3] Product Performance - Pressure sensors generated revenue of 48,173.72 million yuan, a significant increase of 56.64%, making it the largest and fastest-growing product category, accounting for 55.88% of total revenue [3] - The company produces various sensors including temperature sensors, pressure sensors, and force sensors, with applications in automotive and new energy vehicles [4] Sensor Applications - Key automotive applications include ceramic capacitive pressure sensors for air conditioning and heat pump systems, MEMS pressure sensors for body and comfort systems, and temperature sensors for various vehicle systems [4] - The company has developed a comprehensive force sensor product system, covering unidirectional force, torque, and six-dimensional force sensors, aimed at robotics and next-generation autonomous driving [5] Shareholder Returns - Since its listing in 2023, the company has distributed a total cash dividend of 52.228746 million yuan, with future dividend policies to be determined based on regulatory requirements and company performance [6] Global Expansion - The company is advancing its globalization strategy by establishing overseas subsidiaries for localized sales and international R&D, including a wholly-owned sales subsidiary in Germany and a R&D subsidiary in Belgium [7] - The Hong Kong subsidiary is facilitating the layout of overseas production bases, aiming to enhance market share and brand competitiveness [7]
人形机器人成为市场主线,大业股份、天奇股份、五洲新春、步科股份、三花智控领涨,题材相关企业整理
Jin Rong Jie· 2025-12-30 13:14
Core Viewpoint - The humanoid robot sector in the A-share market is experiencing significant growth, with multiple companies showing strong stock performance and advancements in technology related to humanoid robots. Group 1: Company Highlights - Daye Co., Ltd. (大业股份) reported a stock price of 15.49 CNY, with a daily increase of +10.01%. The company is in the market research and development phase for its humanoid robot dexterous hand using special steel wire technology, which may be applied to the robot's joint traction lines [1]. - Tianqi Co., Ltd. (天奇股份) has a stock price of 23.63 CNY, up by +10.00%. The company is collaborating deeply with UBTECH Robotics to provide AI-enabled and embodied intelligence solutions for humanoid robots, promoting their application in industrial scenarios [2]. - Wuzhou Xinchun (五洲新春) has a stock price of 22.19 CNY, with a daily increase of +9.99%. The company is a core supplier of bearings and ball screws for humanoid robots, having begun mass supply of RV and harmonic reducer bearings and received orders for planetary roller screws [3]. - Boke Co., Ltd. (步科股份) reported a stock price of 145.99 CNY, with a significant increase of +20.00%. The company provides core solutions for humanoid robot joint drives, developing high torque density motors [4]. - Sanhua Intelligent Control (三花智控) has a stock price of 35.69 CNY, up by +10.03%. The company is engaged in ongoing R&D in the field of electromechanical actuators for robots and is a potential core supplier of rotary and linear actuators [5]. - Haichang New Materials (海昌新材) reported a stock price of 30.98 CNY, with a daily increase of +19.98%. The company specializes in powder metallurgy parts for robot joints and is focusing on products related to humanoid robot dexterous hands through its subsidiary [6]. - Zhejiang Rongtai (浙江荣泰) has a stock price of 117.81 CNY, up by +10.00%. The company supplies mica insulation components for Tesla vehicles, with its insulation material technology expected to extend to thermal protection and insulation for humanoid robot motors and batteries [7]. - Henggong Precision (恒工精密) reported a stock price of 98.09 CNY, with a daily increase of +13.11%. The company focuses on precision machining parts, with its "one-piece flow" core components applicable to robot joints [8]. - Green Harmonic (绿的谐波) has a stock price of 191.10 CNY, up by +9.19%. The company is a leader in harmonic reducers, with products being core components for robot rotary joints and is actively developing new types of reducers for humanoid robots [9]. - Anpeilong (安培龙) reported a stock price of 137.30 CNY, with a daily increase of +10.95%. The company is a leading domestic pressure sensor manufacturer, with MEMS pressure sensors and infrared sensors applicable for robot environmental perception and interaction [10].
人形机器人爆发在即 融资客潜伏多只超跌概念股
Core Insights - The humanoid robot industry in China is expected to transition from technology validation to large-scale commercialization by 2025, driven by a combination of "encouragement" and "regulation" policies [1] - Key breakthroughs in self-research of "brain" algorithms and "body" hardware are anticipated, with market funding actively promoting industry chain aggregation and ecosystem formation [1] - 2025 is identified as a pivotal year for global humanoid robots, marking the shift from "technology demonstration" to "productization and order validation," with distinct paths emerging domestically and internationally [1] Industry Trends - Investment opportunities for 2026 are projected to focus on three main lines: complete machines, key components and core modules, and evolutionary development paths [1] - As of December 26, 2023, 23 humanoid robot concept stocks have seen net financing purchases exceeding 50 million yuan since December [1] - Among these stocks, 10 have experienced a price pullback of over 20% compared to their annual highs, with 3 stocks (Anpeilong, Hanwei Technology, and Zhaowei Electromechanical) showing pullbacks exceeding 30% [1]
安培龙(301413.SZ):员工战略配售资管计划拟减持不超过1.25%股份
Ge Long Hui A P P· 2025-12-26 14:36
格隆汇12月26日丨安培龙(301413.SZ)公布,截至本公告披露日,深圳安培龙科技股份有限公司股东华 泰安培龙家园1号创业板员工持股集合资产管理计划(简称"员工战略配售资管计划")持有公司股份 1,230,055股(占公司总股本的1.25%),计划自本公告披露之日起十五个交易日后的三个月内以集中竞 价或大宗交易的方式减持公司股份不超过1,230,055股(不超过公司总股本的1.25%)。 ...
安培龙:员工战略配售资管计划拟减持公司不超1.25%股份
人民财讯12月26日电,安培龙(301413)12月26日公告,股东华泰安培龙家园1号创业板员工持股集合 资产管理计划(简称"员工战略配售资管计划")持有公司股份123.01万股(占公司总股本的1.25%),计划以 集中竞价或大宗交易的方式,减持公司股份不超过123.01万股(不超过公司总股本的1.25%)。 ...
安培龙:股东华泰安培龙家园拟减持不超过1.25%
Xin Lang Cai Jing· 2025-12-26 10:53
安培龙公告,截至公告披露日,股东华泰安培龙家园1号创业板员工持股集合资产管理计划持有公司股 份123.01万股,占公司总股本1.25%;该股东计划自公告披露之日起十五个交易日后的三个月内,通过 集中竞价或大宗交易方式减持公司股份不超过123.01万股,不超过公司总股本1.25%。 ...
安培龙(301413) - 关于首次公开发行战略配售股份减持股份预披露的公告
2025-12-26 10:48
证券代码:301413 证券简称:安培龙 公告编号:2025-095 深圳安培龙科技股份有限公司 关于首次公开发行战略配售股东减持股份预披露的公告 公司股东华泰安培龙家园1号创业板员工持股集合资产管理计划保证向本公司 提供的信息内容真实、准确、完整,没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示: 截至本公告披露日,深圳安培龙科技股份有限公司(以下简称"公司")股 东华泰安培龙家园1号创业板员工持股集合资产管理计划(以下简称"员工战略 配售资管计划")持有公司股份1,230,055股(占公司总股本的1.25%),计划自 本公告披露之日起十五个交易日后的三个月内以集中竞价或大宗交易的方式减 持公司股份不超过1,230,055股(不超过公司总股本的1.25%)。 公司于近日收到员工战略配售资管计划管理人华泰证券(上海)资产管理有 限公司出具的《关于战略配售股份减持计划的告知函》。根据《深圳证券交易所 创业板股票上市规则》《深圳证券交易所上市公司自律监管指引第18号——股东 及董事、高级管理人员减持股份》等相关规定,现将具体情况公告如下: 一、股东 ...
安培龙:公司未涉及卫星导航领域
Core Viewpoint - The company Ampere Dragon has a long-term technological accumulation and industrial experience, focusing on various sensor products applicable in multiple industries, including automotive and healthcare [1] Group 1: Product Lines - The main product lines of the company include thermistors and temperature sensors, pressure sensors, oxygen sensors, and force sensors [1] - The ceramic capacitive pressure sensors produced by the company are specifically used in aircraft engines to measure oil pressure for real-time monitoring [1] Group 2: Applications - The company's products are primarily applied in sectors such as automotive, home appliances, photovoltaics, energy storage, charging stations, IoT, industrial control, medical, aerospace, and robotics [1] Group 3: Company Disclosure - Detailed product information can be found in the company's annual or semi-annual reports [1] - The company does not engage in the satellite navigation field [1]
安培龙:截至2025年12月19日公司股东总户数为19064户
Zheng Quan Ri Bao· 2025-12-23 13:45
(文章来源:证券日报) 证券日报网讯 12月23日,安培龙在互动平台回答投资者提问时表示,截至2025年12月19日,公司股东 总户数为19064户。 ...
安培龙(301413.SZ):未涉及卫星导航领域
Ge Long Hui· 2025-12-23 08:20
Core Viewpoint - Anpei Long (301413.SZ) emphasizes its long-term technological accumulation and industrial experience in producing various sensors, which are widely applied across multiple sectors [1] Group 1: Main Business Products - The company's main product lines include thermistors and temperature sensors, pressure sensors, oxygen sensors, and force sensors [1] - These products are primarily used in industries such as automotive, home appliances, photovoltaics, energy storage, charging stations, IoT, industrial control, medical, aerospace, and robotics [1] Group 2: Specific Applications - The ceramic capacitive pressure sensors produced by the company can be utilized in aircraft engines, specifically for measuring oil pressure to enable real-time monitoring of the system [1] - Detailed product information can be found in the company's annual or semi-annual reports [1] Group 3: Industry Focus - The company does not engage in the satellite navigation sector [1]