Robotics Bottleneck Research机器人瓶颈研究

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Public上市公司

Listed companies, rankable on price against value.

上市公司,可按价格对价值排名。

Contents目录

public/
│ ├── aerovironment Uncrewed aircraft, loitering munitions, counter-UAS systems and mission software.无人机、巡飞弹药、反无人机系统与任务软件。
│ ├── ambarella Low-power vision and AI systems-on-chip for drones, robots, cameras and vehicles.面向无人机、机器人、摄像头与车辆的低功耗视觉与 AI 片上系统。
│ ├── amprius High-energy-density silicon-anode cells.高能量密度硅负极电芯。
│ ├── catl Cells, battery management systems and mobile power solutions for robots.电芯、电池管理系统与机器人移动电源方案。
│ ├── cognex Edge-AI vision, inspection, barcode reading and robot guidance.边缘 AI 视觉、检测、读码与机器人引导。
│ ├── delta-electronics Power electronics and an industrial-automation platform (servo drives, motion controllers, industrial PCs, machine vision, and from 2026 humanoid joint modules) inside a company now driven overwhelmingly by AI data-center power; Q2 2026 net profit +80% YoY on record AI-server demand.电力电子与工业自动化平台(伺服驱动、运动控制器、工业电脑、机器视觉,2026 年起加入人形机器人关节模组),但公司整体已由 AI 数据中心电源业务主导;FY2026 第二季净利同比 +80%,创 AI 服务器需求纪录。
│ ├── doosan-robotics Collaborative robot arms and North American end-of-line automation via the 2025 ONExia acquisition. Q2 2026 revenue +290% YoY to KRW 17.67bn; still deeply loss-making, with the stock down roughly 55-60% from its June 2026 peak.协作机器人手臂,以及通过 2025 年收购 ONExia 获得的北美产线末端(EOL)自动化业务。2026 年二季度收入同比 +290% 至 176.7 亿韩元;仍处于严重亏损状态,股价较 2026 年 6 月高点回落约 55-60%。
│ ├── ehang Autonomous passenger-grade aerial vehicles and an operations platform.自动驾驶载人级航空器与运营平台。
│ ├── estun Servo, motion control, industrial robots and workcells, vertically integrated across body and components.伺服、运动控制、工业机器人与工作站;本体与零部件垂直整合。