大華股份(002236.SZ):子公司華睿科技聚焦工業領域,圍繞機器視覺、工業相機並結合機械手臂進行應用
格隆匯5月26日丨大華股份(002236.SZ)在5月26日特定對象調研時表示,公司子公司華睿科技聚焦工業領域,一部分業務圍繞機器視覺、工業相機並結合機械手臂進行應用,另一部分主要是移動機器人AGV,共同為各行各業工業場景提供自動化、無人化的解決方案。以公司生產基地為例,包括檢測等職能在內的關鍵崗位已經實現了無人化,在生產規模上升的過程中,工人人數越來越少,並且對工人的的要求也越來越低,類似需求潛力較大。但是坦率來講,公司在這個領域與國內頭部廠家、海外先進廠家仍有一定差距。機器視覺領域很像20年前視覺在公共安全領域的應用,我們還處於初步發展階段,但公司依然有一定的競爭力,我們能夠從硬件到算法提供完整的端對端方案交付。公司機器視覺業務值得期待,華睿希望今年能取得相比去年更好的增長,我們之前也披露了華睿上市的公吿,並持續朝着這個目標努力。
華睿科技在機器視覺和移動機器人領域經過多年耕耘,已經形成了光學成像、高精度圖像處理、可視化算法編程、嵌入式異構計算、超低功耗微型化硬件設計、集羣調度、自主導航、智能電池管理系統等核心技術。擁有覆蓋全球工業重鎮的銷售網絡和專業研發團隊,團隊從圖像識別(定位、測量、缺陷檢測)到融合導航(激光Slam、紋理、視覺巡線和二維碼)形成豐富的技術沉澱和產品實踐。公司運行從IPD創新體系到ITR問題閉環的全鏈路專業流程體系和全過程質量控制體系,並在物流、鋰電、光伏等行業多次實現關鍵機器視覺行業新品首發,引領關鍵領域應用實踐。
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