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唐源電氣(300789.SZ):智能碼垛機器人、上蓋機器人等產品已進入商業化驗證階段
格隆匯 05-09 15:12

格隆匯5月9日丨唐源電氣(300789.SZ)在投資者互動平台表示,(1)當前,公司機器人業務重心仍圍繞軌道交通智能運維、智慧應急、智能智造三大核心領域展開。在軌道交通領域,公司已構建接觸網智能綜合巡檢機器人、軌道扣件狀態智能巡檢養護一體化機器人、車輛智能巡檢機器人等產品矩陣,覆蓋從供電系統到車輛設備的全鏈條運維需求。在相關工業場景下,智能碼垛機器人、上蓋機器人等產品已進入商業化驗證階段,技術複用性正通過智慧工廠解決方案逐步釋放。 (2)關於人形機器人領域,正處於技術突破與商業化探索的關鍵階段,其發展將深刻影響工業生產、服務場景乃至社會生活形態。該領域的核心競爭力體現在三個層面:一是多模態感知與決策能力的算法迭代,如視覺 - 語言 - 動作的深度協同;二是輕量化高精度機械結構的研發突破,需在負載、續航、靈活性等指標上實現平衡;三是場景化解決方案的快速落地能力,需從工業製造、物流倉儲等標準化場景向家庭服務、醫療輔助等複雜場景延伸。 作為技術密集型企業,公司已通過軌道交通領域的“空地一體”智能運維體系(如無人機巡檢系統與地面機器人的協同作業)積累了跨平台數據融合與系統集成經驗,這為未來公司參與人形機器人生態提供了獨特的技術儲備。公司目前尚未直接涉足人形機器人領域的相關研發或生產,但始終保持對該領域的密切關注。人形機器人作為具身智能的高階形態,其技術突破需要多學科深度融合與大規模場景驗證,這與公司“技術驅動、場景落地”的發展邏輯高度契合。未來,公司將結合市場需求、技術成熟度及戰略協同性,審慎評估該領域的切入時機與合作模式。

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