新興裝備(002933.SZ):看好以人形機器人為核心的智能機器人的發展前景
格隆匯12月7日丨新興裝備(002933.SZ)近期在接待機構投資者調研時表示,現階段公司產品主要應用於國防軍工領域,主要產品的銷售受最終用户的具體需求、年度採購計劃、國際形勢及國內形勢變化等諸多因素的影響,導致軍品訂單具有一定的波動性。另一方面,公司自成立以來一直堅持航空裝備產品原創設計和高端製造的發展戰略,專注於伺服驅動技術、高精度傳動技術和視頻處理技術的開發與應用。經過二十多年的科研積累,公司在機載設備等相關領域形成了深厚的技術沉澱。同時,公司建立了高效的科研管理體系和研發流程,並能夠對產品研製實施全過程的閉環管理,為公司高效的技術產出奠定了制度基礎。
公司看好以人形機器人為核心的智能機器人的發展前景,希望將公司掌握的以伺服控制為核心的技術積累與既有優勢應用到民品產業,開啟公司第二增長曲線。
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