Group 1: Hong Kong Stocks - Ascentage Pharma-B (06855) opened over 5% higher after receiving FDA and EMA approval for its drug, Lisenglitazone, for high-risk MDS in Phase III clinical trials [1] - Haijia Medical (06078) fell over 5% following a profit warning, expecting a mid-term net profit decline of approximately 34% to 39% due to factors like centralized procurement and increased depreciation from new hospitals [1] - Hua Hong Semiconductor (01347) dropped over 6% as it announced plans to acquire a controlling stake in Shanghai Huali Microelectronics to address industry competition [1] - Zhonghui Biotech-B (02627) rose over 8% after receiving IND approval for its recombinant respiratory syncytial virus vaccine in both the US and China [1] - NetDragon (00777) surged over 10% after forming a strategic alliance with Zhongke Wenge to promote AI technologies abroad [1] - Great Wall Motors (02333) increased over 12% following the completion of its factory in Brazil, with an initial production capacity of 30,000 vehicles per year [1] - Yuewen Group (00772) rose over 20% as its first-half performance exceeded expectations, benefiting from growth in licensing business and steady performance of short dramas [1] Group 2: Other Notable Stocks - Huirui Group (00806) increased over 8% after reporting first-half results that met market expectations and is applying for MRF mutual recognition for other products [2] - Soundon Technology (02495) surged nearly 30% after announcing a projected net profit exceeding 50 million yuan for the first half, marking a turnaround from losses [2] - Robotics concept stocks saw significant gains, with Jinshang Machine Tool (01651) up over 11% and Lijin Technology (00558) up over 3% [2] Group 3: US Stocks - Intel (INTC.US) rose 2.93% amid reports of negotiations with the Trump administration for government investment to support domestic manufacturing [3] - Hesai Technology (HSAI.US) increased 9.73% after reporting over 50% year-on-year revenue growth for Q2 2025 [3] - UnitedHealth (UNH.US) surged 11.98% following Berkshire Hathaway's new investments in the company [3] - NIO (NIO.N) rose 8.09% as it announced the upcoming launch of its new ES8 model [4] - Xunlei (XNET.US) continued to rise by 26.53% after reporting a 30.6% year-on-year revenue increase for Q2 2025 [5]

智通财经获悉，机器人概念股涨幅居前，截至发稿，津上机床中国(01651)涨11.66%，报28.16港元；力 劲科技(00558)涨5.45%，报7.16港元；首程控股(00697)涨3.47%，报2.09港元；三花智控(02050)涨 1.18%，报19.72港元。 消息面上，8月14日，全球首个以人形机器人为参赛主体的综合性赛事——2025世界人形机器人运动会 在北京国家速滑馆开幕。此外，世界人形机器人运动联合会于8月17日正式宣告成立。联合会成立当 日，2025年世界人形机器人运动会主办方同步宣布，第二届赛事将于2026年8月在北京举行。 长江证券指出，人形机器人产业或迈向规模化落地新阶段，关注机器人产业投资机遇。当前时点，我国 机器人产业正进入快速发展阶段，此次2025世界人形机器人运动会上展现了我国人形机器人在智能决 策、运动协作等领域的前沿成果，并在性能、技术等方面的持续提升，进而有望加速其商业化落地进 程。 本文源自：智通财经网 ...

Core Viewpoint - The humanoid robot industry is entering a new phase of large-scale implementation, with significant investment opportunities emerging in the sector [1] Group 1: Stock Performance - Robot concept stocks have shown notable gains, with津上机床中国 (01651) rising by 11.66% to HKD 28.16, 力劲科技 (00558) increasing by 5.45% to HKD 7.16, 首程控股 (00697) up by 3.47% to HKD 2.09, and 三花智控 (02050) gaining 1.18% to HKD 19.72 [1] Group 2: Event Highlights - The 2025 World Humanoid Robot Games, the first comprehensive competition featuring humanoid robots, opened on August 14 at the National Speed Skating Stadium in Beijing [1] - The World Humanoid Robot Sports Federation was officially established on August 17, coinciding with the announcement of the second event scheduled for August 2026 in Beijing [1] Group 3: Industry Insights - According to 长江证券, the humanoid robot industry is poised for rapid development, showcasing advancements in intelligent decision-making and collaborative movement at the 2025 World Humanoid Robot Games [1] - Continuous improvements in performance and technology are expected to accelerate the commercialization process of humanoid robots [1]

本文源自：金融界 作者：行情君 8月18日，力劲科技(00558)盘中上涨7.51%，截至09:30，报7.3元/股，成交7793.69万元。 力劲科技集团有限公司是一家专注于设计制造压铸机的投资控股公司，主要通过三个分部运营业务：热 室和冷室压铸机制造与销售、注塑机及相关配件的制造与销售，以及电脑数控加工相关产品及配件的制 造与销售。 截至2024年年报，力劲科技营业总收入53.75亿元、净利润3.23亿元。 ...

Market Overview - Hong Kong stock market opened lower and closed down 0.98% due to concerns over the upcoming US-Russia summit, while A-shares surged, with the Shanghai Composite Index returning to around 3700 points and a trading volume exceeding 2.2 trillion yuan, marking the 29th trading day in A-share history to surpass 2 trillion yuan [1][5] - The anticipated US-Russia summit is expected to yield limited results, with no plans for signed agreements, and discussions likely to focus on underlying strategies rather than public outcomes [2][3] Sector Focus - The banking sector in Hong Kong is underperforming, primarily due to a perceived lack of value compared to insurance stocks, which are increasingly favored by institutional investors [3] - The sentiment in the market remains positive, with over ten stocks in the Hong Kong Stock Connect rising more than 10%, particularly in the robotics sector, driven by upcoming events like the World Humanoid Robot Games [4] - The semiconductor and AI-related sectors are experiencing significant growth, with companies like Hongteng Precision rising over 33% due to their involvement in NVIDIA's supply chain [5] Individual Company Highlights - Xiexin Technology has entered a strategic partnership with Taibao Asset Management, aiming to explore tokenization solutions for real-world assets and develop compliant digital asset products [10][12] - The solar industry is showing signs of recovery, with significant price increases in photovoltaic glass and a reduction in production, indicating a potential shift towards better market conditions [7][8] - GCL-Poly Energy has secured a procurement contract for silicon materials worth up to 450 million yuan, reflecting the ongoing demand and price increases in the solar component market [10][11]

Group 1 - Northbound capital recorded a net purchase of HKD 35.876 billion on August 15, setting a new historical record for single-day net purchases [1] - The most net bought stocks included the Tracker Fund of Hong Kong (02800), Hang Seng China Enterprises (02828), and Southern Hang Seng Technology (03033) [1][5] - The net purchases for the top three stocks were HKD 12.788 billion, HKD 5.356 billion, and HKD 2.176 billion respectively [5] Group 2 - Alibaba-W (09988), Tencent (00700), and Meituan-W (03690) saw net purchases of HKD 1.454 billion, HKD 1.406 billion, and HKD 1.246 billion respectively [6] - Semiconductor companies like SMIC (00981) and Hua Hong Semiconductor (01347) received net purchases of HKD 392 million and HKD 2.843 million respectively, driven by increased demand in the industrial and automotive sectors [6] Group 3 - Crystal Tech Holdings (02228) experienced a net purchase of HKD 134 million, with expectations of significant revenue growth due to a partnership with DoveTree [7] - Li Jin Technology (00558) received a net purchase of HKD 108 million, focusing on a strategic collaboration for magnesium alloy humanoid robots [7]

截至2024年年报，力劲科技营业总收入53.75亿元、净利润3.23亿元。 本文源自：金融界 作者：行情君 8月15日，力劲科技(00558)盘中上涨20.43%，截至13:11，报5.6元/股，成交5.88亿元。 力劲科技集团有限公司是一家专注于设计制造压铸机的投资控股公司，主要通过三个分部运营业务：热 室和冷室压铸机制造与销售、注塑机及相关配件的制造与销售，以及电脑数控加工相关产品及配件的制 造与销售。 ...

Core Viewpoint - Liken Technology (00558) has seen a significant stock price increase, rising over 18% in early trading and accumulating a gain of over 50% within the month, driven by strategic partnerships in the humanoid robot sector [1] Group 1: Company Developments - Liken Technology has signed a strategic cooperation agreement with several companies, including Shenzhen Cyborg Robotics Co., Ltd., to initiate a joint research and development project focused on magnesium alloy humanoid robots [1] - The company will leverage its leading technology in magnesium alloy forming to provide advanced forming equipment and process solutions for the project, aiming to achieve breakthroughs in robot structure lightweighting [1] Group 2: Market Insights - Guotai Junan International has highlighted that Liken Technology's TPI semi-solid magnesium alloy forming technology is expected to be a significant source of future revenue [1] - Minsheng Securities has noted that the mass production of humanoid robots is imminent, with magnesium alloy being an ideal lightweight material, indicating broad application prospects [1] - The potential consumption of magnesium alloy in humanoid robots is estimated, with a single robot shell potentially using around 13.7 kg of magnesium alloy, leading to a projected demand increase of approximately 13,700 tons if 1 million units are produced [1]

Core Viewpoint - The stock of Liken Technology (00558.HK) has increased by 17.41% as of the report date, driven by the announcement of a strategic partnership for the development of magnesium alloy humanoid robots [1] Group 1: Company Developments - On July 27, Liken Technology, in collaboration with Shenzhen Cyborg Robotics Co., Ltd., China Machinery Group Shenyang Casting Research Institute Co., Ltd., Fujian Magnesium Alloy Lightweight R&D Center Co., Ltd., and Suzhou Saifis New Materials Technology Co., Ltd., signed a strategic cooperation agreement to officially launch a joint R&D project for magnesium alloy humanoid robots [1] - Since August, Liken Technology's stock has cumulatively risen nearly 50% [1]

消息面上，7月27日，力劲集团、深圳赛博格机器人有限公司、中国机械总院集团沈阳铸造研究院有限 公司、福建省镁铸轻量化研发中心有限公司、苏州赛翡斯新材料科技有限公司共同签署战略合作协议， 正式启动镁合金人形机器人联合研发项目，重点突破镁合金外壳成型、工艺优化、轻质结构设计等核心 技术难题。力劲科技将凭借其在镁合金成型领域的领先技术，为项目提供先进的成型设备和工艺解决方 案，助力实现机器人结构的轻量化突破。 民生证券此前指出，机器人应用有望拉动镁用量大幅提升。人形机器人量产在即，该行测算电机外壳及 身体部分外壳或可拉动13.7千克/台（套）镁金属用量。据悉，力劲科技推出的TPI镁合金半固态压铸技 术，解决了传统工艺气孔缺陷，强度提升30%，为机器人复杂结构件量产铺路。其13000T超大型压铸设 备已亮相国际展会，产业化进程加速。 智通财经APP获悉，力劲科技(00558)再涨超9%，截至发稿，涨8.42%，报3.99港元，成交额1.83亿港 元。 ...