維峯電子(301328.SZ):公司連接器產品已穩定實現國際頭部工業機器人廠商所需連接器量產
格隆匯11月24日丨維峯電子(301328.SZ)近期在接待投資者調研時表示,對於機器人(工業機器人或人形機器人)所需的連接器,公司有成熟的量產能力,且已有部分產品量產出貨。首先,在工業機器人方面。工業機器人作為智能製造中的重要一環,隨着智能製造能力的提升,工業機器人的規模和應用場景也實現了快速發展。根據相關數據顯示,2017-2022年,我國工業機器人市場規模由46億美元增至87億美元,複合年均增長率達13.6%。目前,公司連接器產品已經穩定實現國際頭部工業機器人廠商的所需連接器的量產,隨着國產化替代進程加速,以及新興國產工業機器人發展上量,公司產品份額在工業機器人應用領域將不斷提升。
在人形機器人方面。11月2日,工信部印發《人形機器人創新發展指導意見》,明確人形機器人發展目標,2025年實現整機批量生產,2027年要形成安全可靠的產業鏈供應鏈體系。隨着未來AI賦能機器人落地應用,並高效賦能工業自動化向智能化大面積提升,工業屬性(較長的耐使用壽命+高可靠性)人形機器人放量可期。屆時,針對人形機器人所需的微型化、高精密度及高可靠性,工業級高速傳輸連接器的需求將急劇增加,其對應的單台機器人所需連接器的價值量也相應顯著增長。公司已有的高精密浮動式板對板產品系列(國家級團標制定者項目系列)、工業高速精密傳輸系列(MiniI/O)以及正在積極開發的工業高速線速類產品系列,隨着人形機器人大規模商用量產,將對公司的經營產生積極的拉動。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.