Higen Rnm Co., Ltd. · KRX:160190
Higen Rnm — Q4 2024 Earnings Presentation
27 slides from Higen Rnm's earnings presentation, 2025
Slide 1: 2024. 4Q IR Presentation
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Slide 2: Disclaimer
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Slide 3: Prologue: Vision, World Best Actuator Solution Provider
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Slide 4: Prologue
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Slide 5: Prologue
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Slide 6: DeepSeek AI model changes AI development assumptions
헤지펀드 매니저 량 원펑이 2023년 7월 17일 설립한 스타트 업 ➢ DeepSeek AI모델 등장이 AI 개발의 기존 인식을 무너뜨렸고, 천문학적 자금의 대규모 AI 투자에 대한 의문을 제기 ➢ 데이터와 알고리즘 최적화를 통해 계산 비용을 줄이는 것이 가능함을 입증 ➢ DeepSeek-V3모델은 Open AI의 GPT-4o의 능가하는 성능, 10배이상의 비용 효율성 ➢ DeepSeek-R1모델은 Open AI의 최고 성능 특화 모델 ‘o1’의 성능에 필적, 비용은 30~50배 저렴 1 2 3 4
Slide 7: CI, EI, PI
물리적 에이전트의 지능은 뇌의 CI뿐만 아니라 신체에 인코딩된 물리적 지능(PI)에 의해서도 가능 ▪ PI는 감지, 작동, 제어, 메모리, 논리, 계산, 적응, 학습 및 의사 결정을 에이전트의 신체에 물리적으로 인코딩하는 것으로 정의 ▪ PI가 신체에 인코딩된 물리적 지능에만 초점을 맞추는 반면, Embodied AI (EI)는 에이전트의 신체와 뇌( 및 환경 ) 간의 긴밀한 결합에 초점, ▪ 에이전트(로봇)에서 신체가 환경과 상호 작용하면서 물리적으로 지능을 생성하는 방법(PI)과 이러한 신체가 뇌와 긴밀하게 결합되는 방법(EI)
Slide 8: Prologue
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Slide 9: HiGEN RNM actuator torque performance
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Slide 10: No.1 robot actuator maker
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Slide 11: Actuator Gen.0 to Gen.3
Actuator Gen.0 Actuator Gen.1 Actuator Gen.2 Actuator Gen.3 서보 모터 드라이브 감속기 엔코더
Slide 12: Robot actuator components
Actuator Gen.0 Actuator Gen.1 Actuator Gen.2 Actuator Gen.3 로봇 액츄에이터 서보 모터 드라이브 Inner ring type < Generates rotational or linear motion, < Electronic devices that control motors and controls force and speed. > and precisely adjust their movements. > 감속기 엔코더 Outer ring type < A mechanical device that
Slide 13: Smart Actuator with back drivability
Actuator Gen.0 Actuator Gen.1 Actuator Gen.2 Actuator Gen.3 Smart Actuator는 Back drivability 반영 (감속기+모터), 중력/마찰/관성보상 반영 (드라이브) 충돌 감지 임피던스 제어 collision detect position 액추에이터 3가지 구성 통신에 의한 Latency 발생 Proprioceptive Sensor는 로봇 내부상태를 감지하여, 위치, 속도, 가속도, 힘 등을 실시간 으로 측정 ① 정밀 제어: 로봇 관절과 액추에이터의 상태를 모니터링하여 정밀
Slide 14: Smart material-based robots
Actuator Gen.0 Actuator Gen.1 Actuator Gen.2 Actuator Gen.3 Soft Robotics Biomimetic Robotics Octobot Humanoid soft robotic hand Stickybot MIT Cheetah Robot Smart material-based robots Robots that utilize the physical environment Shape Memory Alloy (SMA) Magnetic field based Microbot Energy-efficien
Slide 15: Corporate Identity
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Slide 16: HIDEN
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Slide 17: EV traction motor capacity
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Slide 18: Production capacity expansion
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Slide 19: Business development and customer pipeline
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Slide 20: Mobility
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Slide 21: Customers and SOP schedule
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Slide 22: Shareholder structure
㈜다노코프 16% 일신방직㈜ 26% 10% ㈜다노인터내셔널 김재학 외 특수관계자 13% 24% 자사주 11% 기타주주
Slide 23: Management career history
1977~1992 • 1992~1995 • 1995~1999 • 1999.05~2001.03 • 2001.03~2001.12 • 2001.12~2007.06 • 2008.01~현재 •
Slide 24: Company history
• • • • • • • • • • • • • • • • • • • • • 하이젠알앤엠㈜ 코스닥시장 신규상장(KQ160190)
Slide 25: Sales by product
KRW mn 2020년 2021년 2022년 2023년 2024년 구분 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q Industrial Motor 16,151 15,524 13,087 14,494 14,276 17,810 15,890 17,650 18,747 14,885 14,833 17,000 15,691 15,480 15,452 16,006 16,256 14,067 14,497 15,410 Servo/Robot 3,800 2,985 2,610 2,654 3,105 3
Slide 26: Quarterly sales and operating profit trend
분기별 매출추이 KRW mn 분기별 영업이익 추이(%) KRW mn 30,000 3,000 12.0% 11.1% 25,000 2,500 10.0% 10.0% 2,000 8.0% 7.5% 7.3% 20,000 1,500 6.1% 6.0% 15,000 1,000 4.0% 2.6% 2.4% 2.5% 2.7% 3.0% 500 1.8% 2.0% 10,000 0.9% 1.5% -2.3% -0.4% 0.0% -500 21. 21. 21. 21. 22. 22. 22. 22. 23. 23. 23. 23. 24. 24. 24. 24. -2.0% 5,
Slide 27: Cash and debt ratio
KRW mn 부채비율 250% 193% 200% 156% 150% 134% 100% 76% 50% 0% 2021 2022 2023 2024 Cash(단기금융상품 포함) 35,000 33,254 30,000 25,712 23,509 23,753 25,000 20,000 15,000 10,000 5,000 2021 2022 2023 2024