克拉恋人

机构调研丨人形机器人+国产替代+智慧矿山这家公司积极打造第二增长曲线已获头部新势力车企项目定点_我的网站

神盾局特工

一 | 　　8月26日，多家上市公司发布投资者关系活动记录表公告，披露各自与机构之间的业务交流内容，其中透露出公司业务布局的诸多进展与亮点。 Bollywood actor Ranveer Singh and celebrity look designer Preetisheel Singh shared a touching exchange on social media, celebrating their strong professional bond and the hard work behind their recently released film Dhurandhar. Actor Ranveer Singh and renowned look designer Preetisheel Singh warmed hearts online after Preetisheel posted a heartfelt appreciation message praising Ranveer’s dedication and transformation for the film Dhurandhar. The emotional interaction quickly spread across social media. Sharing behind-the-scenes photos from their time working together, Preetisheel wrote, "The man of the hour - Ranveer Singh @ranveersingh You never cease to amaze! We’ve worked on so many projects together, and somehow, you still manage to keep things fresh with your consistency, focus, and the way you immerse yourself into every role, leaving very little to chance. Dhurandhar was simply taking it to the next level. It’s been years of trust, a lot of laughs, and solid teamwork. You’ve built your path with hard work, and there’s still so much more you’re going to do. I’m glad to be part of that journey… always rooting for you." Check out her post here: View this post on Instagram A post shared by Preetisheel Singh (@preetisheel) Ranveer Singh responded with a message full of gratitude and warmth. He wrote, "Apni jodi number one hai madam How grateful I am to be a small part of your glorious journey! You are simply the best! Thank you for keeping me grounded. Thank you for guiding me. Thank you for always looking out for me. You have a very large heart and a mighty, mighty spirit! An admirable leader of an absolutely stellar team! How much they all love and respect you is only a testament to your leadership! God bless you Preeti Mam. To many many more!" Fans celebrated the mutual respect and strong teamwork showcased between the actor and the designer, calling it one of the most genuine celebrity exchanges online recently. Directed and written by Aditya Dhar, Dhurandhar features a powerful cast including Akshaye Khanna, R. Madhavan, Arjun Rampal, Sanjay Dutt, Sara Arjun and Rakesh Bedi. Ranveer Singh plays Hamza Ali Mazari in a high-intensity role that promises gripping action and emotional depth. The second part of the film is scheduled to release on March 19, 2026, continuing the thrilling spy saga.Also Read: Deepika Padukone and Ranveer Singh’s exchange over Ranveer’s Madame Tussauds statues wins hearts。 K图 300100_0 　　双林股份：人形机器人丝杠已获客户定点 K7无人矿卡9月底完成验证　　双林股份近日接受中金公司、天风电新、方正机械等数十家机构调研。　　在交流中，双林股份表示，人形机器人方面，公司依托精密传动工艺打通从磨削设备自研到丝杠、关节模组全链条。宁海梅桥工厂一期10万套反向式行星滚柱丝杠产线已具备量产条件，目前公司已获国内头部新势力车企定点，开发并生产用于人形机器人的直线驱动关节模组及反向行星滚柱丝杠，并向多家人形机器人及灵巧手企业送样验证。　　据悉，双林股份通过收购科之鑫实现螺纹磨床自研自制，摆脱海外设备依赖，6月新厂房投产后二代机床月产能超40台，是国内少数实现磨床自研、丝杠自主制造全链条打通的企业。　　公司还介绍，与清华大学合资公司稳步运行，248吨级K7无人矿卡已完成工程样车制造，预计9月底前完成全部测试验证；无人重载IGV产品计划Q4上市发布，角模块同步向乘用车、商用车拓展。　　双林股份称，公司明后年的成长驱动力主要来自两大维度：传统业务HDM、车用丝杠、800V电驱等定点预计明年起上量；人形机器人丝杠、关节模组及矿卡随产业化推进有望成第二增长曲线。　　资料显示，双林股份是国内汽车精密零部件企业，正依托传动工艺优势布局人形机器人及智能矿山。　　财报显示，公司上半年实现营业收入21.26亿元，归母净利润9147.82万元，扣非净利润7812.39万元，毛利率为20.78%。利润承压主要因汽车价格竞争及创新业务研发加码。　　二级市场方面，双林股份今日收涨0.47%。 K图 301580_0 　　爱迪特：公司正积极筹备参与第二轮种植体集采　　爱迪特近日举行业绩说明会，与中金公司、高盛亚洲等机构互动交流。　　爱迪特表示，公司依托自身材料板块的竞争优势，布局研发具备全球竞争力的3D打印材料及设备，后续将进一步强化材料与设备的业务协同，助力相关业务发展。　　财报显示，公司上半年境外收入4.3亿元，同比增长31.41%，其中，口腔修复材料收入4.07亿元，同比增长13.57%，毛利率60.43%，同比提升2.23个百分点，主要得益于国产替代效应释放及产线自动化升级。口腔数字化设备收入1.36亿元增41.81%。汇兑损失约2093万元，剔除退税和汇兑后，主业盈利优于报表水平。　　海外市场方面，公司将分区域实施差异化策略，欧美成熟市场加大重点大客户覆盖提升客单价，南美、中东、非洲等新兴市场深化本土化布局。同时，公司将稳步推动3D Pro Zir Ultra对3D Pro Zir的替代，依托国产材料替代优势改善盈利水平，持续提高海外市场高端产品销售占比。　　公司还介绍，上半年种植体业务实现一定增长，海外增长突出，中东、东南亚增速较快；国内方面，正筹备第二轮种植体集采。公司将重点布局数字化种植赛道，种植机器人将作为数字化种植整体解决方案的重要配套同步推进。

二 | 　　资料显示，爱迪特是行业领先的口腔修复材料及口腔数字化设备提供商，并通过海外多家子公司本土运营，在欧美市场获得较高的市占率和品牌知名度。　　二级市场方面，爱迪特作为口腔医疗+国产替代标的，股价随消费医疗板块整体表现运行，公司今日收涨9.35%，近5个交易日涨10.35%。（文章来源：东方财富研究中心）。