咸亨國際(605056.SH):與一些行業優秀的特種機器人公司形成戰略合作
格隆匯12月19日丨咸亨國際(605056.SH)在互動平台表示,科技將是未來中國各行各業發展的新引擎,新質生產力也是我國未來經濟發展的重點抓手。 咸亨國際的一個核心競爭力是通過下沉,對客户場景有深度的理解,瞭解客户的需求,為客户解決很多現實的痛點。 客户對新的產品有不斷的需求產生,而新產品的生產廠商,需要其落地和變現,而咸亨國際是雙方的天然橋樑,成為很多新質生產力產品的落地服務和解決商。 以無人機為例,公司在2012年即涉足這一行業,目前的商業模式是瞭解客户的需求,外購無人機,依託公司自主開發的“瞰嶽·無人機智慧平台”,實現實時態勢感知、前後台高效協作、成果一站式雲端管理、視頻AI實時識別等功能,為客户提供巡檢、檢測、規劃、清洗、運維等應用服務。2023年,公司無人機板塊實現營收5000多萬元。未來,公司將持續發掘客户的需求,同時尋找更大載重、更長續航的優秀無人機硬件產品,在電網、油氣、應急、消防等領域拓展業務。敬請廣大投資者注意投資風險。 機器人領域,和無人機產品同樣的邏輯。這幾年,公司持續發掘客户的需求,引入、推廣和研發適合的機器人產品為客户提供服務。譬如研發推廣配網作業機器人、掛軌巡檢機器人;研發推廣適用狹小空間的手抬式隨車滅火機器人以及火場排煙機器人;推廣應用管道CCTV檢測機器人和管道切割機器人;推廣應用列車車底檢測機器人和水下應急機器人等產品。公司也與一些行業優秀的特種機器人公司形成戰略合作,雙方合作推廣相關產品在客户端的應用和落地。公司目前的機器人產品營收規模和佔比都很小。敬請廣大投資者注意投資風險。 未來,公司除了賦予自主產品更多的科技含量外,在新質生產力方面,繼續發揮更多的橋樑作用,加大相關產品落地的深度和廣度。
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