002747 Estun Automation
- 15.98
- -0.33-2.02%
Estun Automation News
Eston (002747.SZ): The company has not cooperated with Preferred Choice
Glonghui, May 8 | Eston (002747.SZ) said on the investor interactive platform that the company has not cooperated with Preferred Choice.
Express News | Citi downgraded the rating of Nanjing Eston Automation Co., Ltd. to sale.
ESTON (002747): Short-term performance is under pressure, and the leading position of domestic robots continues to rise
Core idea In 2023, the company's revenue achieved steady growth, mainly due to the company seizing the localization trend of the industrial robot industry and the structural opportunities of the downstream new energy industry. 2024Q1 revenue growth was less than expected, mainly due to project delivery
Eston (002747): Market share continues to increase, profit side is under pressure in the short term
Incident: The company released its 2023 annual report and 2024 quarterly report, and the performance fell short of market expectations. 23 Annual revenue of $4.652 billion, +19.87% YoY; net profit to mother of $135 million, -18.80% YoY
A-share changes | Eston fell to a standstill, market competition intensified, and the company lost money for the second consecutive quarter
Glonghui April 30 | Robotics leader Eston (002747.SZ) fell to a halt and is now reported at 16.15 yuan, with a total market value of 14.1 billion yuan. In Q1 of 2023 and 2024, Eston continued to experience an increase in revenue and no increase in profit, and last year's Q4 and this year's Q1 also experienced the first loss of non-net profit deduction since listing. The company explained that competition in the industry market has intensified, and the company has expanded to undertake intelligent production line business, resulting in a certain decline in gross margin.
Eston (002747): 2023 profit is under pressure 2024Q1 gross margin returns to normal levels
Incident: 1) The company released its 2023 annual report. In 2023, it achieved operating income of 4.652 billion yuan, an increase of 19.87% over the previous year; realized net profit of 135 million yuan, a year-on-year decrease of 18.80%. 2023Q4
Robot leaders did not increase revenue, did not increase profits, and market competition intensified Eston's losses for the second consecutive quarter
① Eston's 2023 and 2024 Q1 continued to experience no increase in revenue and profit, and last year's Q4 and this year's Q1 also experienced the first loss of non-net profit deduction since listing. ② The company explained that competition in the industry market intensified, and the company expanded to undertake intelligent production line business, resulting in a certain decline in gross margin. ③ In terms of business development, the company is speeding up the deployment of segments such as photovoltaics, power batteries, energy storage, and new energy vehicles.
Eston (002747.SZ): Net profit of 6.5294 million yuan in the first quarter decreased by 84.83% year-on-year
Gelonghui, April 29 | Eston (002747.SZ) released its report for the first quarter of 2024. Operating income for the reporting period was 1.03 billion yuan, up 1.73% year on year; net profit attributable to shareholders of listed companies was 6.5294 million yuan, down 84.83% year on year; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss - 129.409 million yuan; basic earnings per share.
Welcome back to catalysis! The humanoid robot “Tiangong” was released domestically. Is the future of popularization not far away?
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SDIC Securities: Steel-structure welding industrialization continues to advance, leading players are expected to benefit
SDIC Securities released a research report saying that the shortcomings of traditional manual welding methods are prominent, and there is an urgent need for automated transformation in fields such as steel structures and ships, which is expected to spawn a market space of 10 billion dollars in welding robots. Up to now, Honglu Steel has issued two rounds of teaching-free welding robot tenders, indicating that the product technology is mature and the business model is running smoothly, and the industry can be expected to expand. Focus on Baichu Electronics (688188.SH): the leader in laser cutting control systems. It is optimistic that the new welding business will open up a growth ceiling. It is recommended to focus on Eston (002747.SZ), Eft (688165.SH), etc.
Express News | Galaxy Securities: Smart factory construction in all walks of life in China is expected to continue to rise in the future
Express News | Eston: There is currently no direct business cooperation between the company and Xiaomi
Express News | Eston: The company is increasing its development and market strength for lightweight robots
Eston (002747.SZ): The company and its subsidiaries received 168.59 million yuan in government subsidies
On March 29, Gelonghui (002747.SZ) announced that the company and its subsidiaries have recently received a total of 16,859,206.61 yuan in various government subsidies related to earnings.
Eston (002747.SZ): Withdrew from Taizhou Jukun Equity Investment Partnership
Eston (002747.SZ) issued an announcement. Due to changes in the industry and market environment, Taizhou Jukun Equity Investment Partnership...
Global industrial robot leaders actively deploy AI institutions and are optimistic about the trend of AI-enabled robots
① Recently, at an artificial intelligence strategy conference held by ABB, a global leader in industrial robotics, Dr. An Shiming, president of ABB's Robotics and Discrete Automation Division, told reporters that ABB has embedded artificial intelligence into its entire business, and more than 100 AI projects are underway. ② Zheshang Securities believes that future software capabilities will still be the biggest variable for robot implementation and mass production, and humanoid robots are the best carriers for AI visualization.
Eston (002747): Robots are breaking ground, and an inflection point in management can be expected
Recent status of the company We recently organized an exchange on the company's current business situation. We believe that 2024 has a positive layout in terms of demand grasping, operation management, and upstream and downstream expansion. The updates are as follows. Comment The market share of robots increased more than expected in 2023. According to MI
ESTON (002747.SZ): Products are mainly used in the field of automated control of intelligent equipment such as metal forming CNC machine tools, robots, pharmaceutical machinery and semiconductor manufacturing equipment
Gelonghui, March 11 | Eston (002747.SZ) said on the investor interactive platform that one of the company's main business automation components and motion control systems include complete automation solutions for metal forming machines, motion control systems (including motion controllers, AC servo systems, DC servo drives, linear servo drives), robot-specific controllers, robot-specific servo systems, and intelligent control unit solutions integrating machine vision and motion control. Products are mainly used in metal forming CNC machine tools, robots, textile machinery, 3C electronics, lithium battery equipment, photovoltaic equipment, packaging machinery,
Haitong Securities: The industrial robot market picked up in the second half of '23, and collaborative robots performed well
The boom in China's industrial robot industry was weak in 2023, and there was an improvement in the second half of the year.
Express News | 279 companies were surveyed by institutions, and Weisheng Information ranked first in the survey by 193 institutions
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