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]

速腾聚创(2498.HK)拉升涨近10%，报36.6港元。速腾聚创是全球领先的激光雷达及感知解决方案供应 商，是全球最早实现车规级固态激光雷达量产的激光雷达公司。 甬兴证券近日发研报称，受益于激光雷达市场规模的不断发展，以及智能驾驶汽车渗透率的不断提高， 速腾聚创的中长期发展趋势依然明确。甬兴证券首次覆盖，给予公司"增持"评级。看好ADAS 激光雷达 行业发展前景及公司在行业中的技术及市场份额优势，看好激光雷达在机器人感知领域的应用需求及公 司的领先地位，以及公司在包括机器人视觉及灵巧机械手等创新业务方面的发展布局。 速腾聚创即将于8月21日公布中期业绩。 ...

公司的管理层将于2025年8月21日(星期四)下午八时正(香港时间)(上午八时正(美国东部时间))举行业绩 电话会议。拟接入电话会议的与会者须通过以下链接进行注册方能参与是次会议： 注册链接：https://s.comein.cn/36gw25f7于登记后，与会者将就是次会议收到一封载有与会者拨入号码及 个人独有编号的电邮。 格隆汇8月11日丨速腾聚创(02498.HK)宣布，董事会会议将于2025年8月21日(星期四)举行，藉以(其中包 括)省览及批准集团截至2025年6月30日止六个月的未经审计综合中期业绩及其发布。 此外，若要收听电话会议的网络直播，请访问公司网站https://ir.robosense.ai/。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦不發 表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承 擔任何責任。 於登記後，與會者將就是次會議收到一封載有與會者撥入號碼及個人獨有編號的電郵。 此外，若要收聽電話會議的網絡直播，請訪問本公司網站https://ir.robosense.ai/。 ROBOSENSE TECHNOLOGY CO., LTD （於開曼群島註冊成立的有限公司） 速騰聚創科技有限公司 （股份代號：2498） 董事會會議日期 速騰聚創科技有限公司（「本公司」，連同其附屬公司統稱「本集團」）董事（「董事」）會（「董事會」） 謹此宣佈，董事會會議將於2025年8月21日（星期四）舉行，藉以（其中包括）省覽及批准本集團 截至2025年6月30日止六個月的未經審計綜合中期業績及其發佈。 本公司的管理層將於2025年8月21日（星期四）下午八時正（香港時間）（上午八時正（美國東部時 間））舉行業績電話會議。擬接入電話會議的與會者須通過以下鏈接進行註冊方能參與是次會 議： 註冊鏈接：https://s.co ...

智通财经APP获悉，8月13日至8月15日，2025中国具身智能机器人产业大会暨展览会将在上海新国际博 览中心重磅启幕，预计将吸引200+参展品牌、10,000+名观众及20+个专业采购团，助力打通具身智能产 业链，从原材料、零部件供应商、系统集成商、仿真及测试到整机制造，将为行业提供一个全面展示前 沿的技术、方案，深入行业交流，促进资源对接的舞台。 同时，创新要素加速汇聚。全球范围内创新要素正以前所未有的态势加速向机器人领域奔涌、汇聚。汽 车、家电等行业龙头纷纷加入机器人研发行列。这股创新浪潮不仅是技术的迭代升级，更将带来生产力 的深刻变革。 据辛国斌介绍，今年上半年，我国机器人产业营业收入同比增长27.8%，工业机器人和服务机器人产量 同比分别增长35.6%和25.5%，连续12年位居全球最大工业机器人应用市场。 同日，全球首家具身智能机器人4S店Robot Mall在北京亦庄正式开业。据介绍，作为打通产业落地"最 后一公里"的重要举措，具身智能机器人4S店将传统汽车4S店模式(销售Sale、零配件Sparepart、售后服 务Service、信息反馈Survey)引入机器人产业，并融合定制化开发、金融及 ...

华宝基金是公募基金业内ETF与指数投资的翘楚之一，公司旗下不仅权益ETF规模超千亿，同时获准纳入沪深港交易所ETF互联互通的产品已达12只。华宝 基金在医药/医疗、大健康领域长期耕耘、深入布局，在这一主题领域拥有深厚底蕴，旗下相关基金特色显著、各有千秋，并形成了良好互补。这些均为药 ETF联接基金（A类024985；C类024986）的发行与投资管理开启了有利局面。 注：根据沪深交易所信息，截至2025年7月24日，华宝基金旗下权益ETF规模达1008亿元。 今年二季度成立并上市的国内唯一"药ETF（562050）"，以闪亮走势、良好的净值表现赢得了投资者的青睐。 今年二季度成立并上市的"药ETF（562050）"，以闪亮走势、良好的净值表现赢得了投资者的青睐。本周五（8月8日），面向场外投资者，药ETF联接基金 （A类024985；C类024986）开启了独家首发。对长坡厚雪医药赛道抱有较高热情的投资者，可适时关注这只基金发售动态及产品特点。简而言之，药ETF 联接基金主要投资于药ETF（562050），由此实现对中证制药指数的跟踪，一站配齐"化学药+生物药品+中药"三大制药领域的A股龙头上市公司。 聚焦制 ...

Market Overview - The A-share market showed strong performance with the Shanghai Composite Index steadily rising, while the Hong Kong stock market experienced a narrow fluctuation, closing up by 0.03% [1] - Concerns in the market are heightened due to the U.S. President Trump's shortened ultimatum for sanctions against Russia, now set at 10 days, with potential impacts on India and other countries [1] - The U.S. is also set to impose significant tariffs on semiconductor chips and pharmaceuticals, with drug tariffs reaching as high as 250% [1] Company Developments - Jingtai Technology announced a pipeline cooperation agreement with DoveTree worth approximately HKD 470 billion (USD 59.9 billion), leading to a stock surge of over 12% [2] - A-share company Weixin New Materials faced regulatory scrutiny after a stock price surge related to the "embodied intelligent robot" concept and control change expectations [2] - The Shanghai government released a plan for the development of the embodied intelligence industry, aiming for breakthroughs in core algorithms and technologies by 2027 [2] Industry Trends - The 2025 World Robot Conference is set to showcase over 100 new products, nearly double from last year, indicating a growing interest in robotics [3] - The U.S. student loan delinquency rate has reached 12.9%, the highest in 21 years, which may influence Federal Reserve decisions on interest rates [3] - The steel and paper industries are experiencing positive momentum, with companies like Maanshan Steel and Nine Dragons Paper seeing significant stock price increases [3] Defense Sector Insights - The military industry is gaining traction with significant contracts, such as the sale of the Hongqi-9 air defense system and the export of submarines to Pakistan [4] - China Shipbuilding Defense announced a profit increase of 213.25% to 267.73% for the first half of the year, leading to a stock rise of nearly 8% [4] Consumer Market Activity - The new consumption sector is becoming active, with companies like Pop Mart seeing increased attention at recent toy exhibitions [5] - The liquor industry is also responding to market trends, with new product launches and stock price increases [5] Aviation Sector Developments - Cathay Pacific announced an $8.1 billion order for 14 Boeing 777-9 aircraft, marking its first deal with Boeing in 12 years, despite concerns over the safety record of Boeing aircraft [7] - The long delivery timeline for the 777-9 model raises potential issues regarding aircraft aging and maintenance [7] Energy Sector Updates - The State Grid reported record electricity usage due to high temperatures, with peak load reaching 1.233 billion kilowatts, an increase of 53 million kilowatts from last year [8] - Coal prices have risen significantly, impacting the steel industry, which is maintaining high production levels [8] Automotive Sector Performance - XPeng Motors reported a record monthly delivery of 36,717 vehicles in July, a year-on-year increase of 229.4% [10] - The company is expanding its presence in Europe, with significant sales growth and new model launches [11][12]

消息面上，近期，机器人事件催化不断。8月5日，宇树科技发布新款四足机器狗产品Unitree A2 星际猎 影。据悉，A2整机约37KG，空载续航约20KM，最大奔跑速度5米/秒，最大攀爬高度1米。宇树科技表 示，新款机型为行业应用而生，后续将公布产品价格等细节。此外，上海市人民政府办公厅印发《上海 市具身智能产业发展实施方案》。其中提到，建立市区协同培育机制，以浦东张江为核心承载区，加速 具身智能全产业链布局，协同具身智能相关重点区域，形成功能互补、差异化发展的特色产业集群。 机器人概念股多数上扬，截至发稿，微创机器人-B(02252)涨5.21%，报22.22港元；速腾聚创(02498)涨 4.54%，报33.6港元；优必选(09880)涨4%，报101.3港元；三花智控（002050）(02050)涨3.21%，报 27.66港元；越疆(02432)涨2.29%，报55.75港元。 值得关注的是，2025世界机器人大会即将于8月8日在北京经济技术开发区北人亦创国际会展中心启幕。 据悉，此次大会将有100余款新品首发亮相，数量是去年的近2倍。万联证券指出，特斯拉、华为、 Figure AI等科技巨头在人形机 ...

Group 1 - The majority of robotics concept stocks have risen, with notable increases in companies such as MicroPort Robotics-B (up 5.21% to HKD 22.22), SUTENG (up 4.54% to HKD 33.6), and UBTECH (up 4% to HKD 101.3) [1] - Recent catalysts in the robotics sector include the launch of the new quadruped robot Unitree A2 by Yushu Technology, which weighs approximately 37KG, has a range of about 20KM, a maximum running speed of 5m/s, and a climbing height of 1m [1] - The Shanghai Municipal Government has issued a development plan for the embodied intelligence industry, aiming to establish a collaborative cultivation mechanism and accelerate the layout of the entire industry chain in the Pudong Zhangjiang area [1] Group 2 - The 2025 World Robot Conference is set to open on August 8 in Beijing, featuring over 100 new products, nearly double the number from last year [2] - Major technology companies like Tesla, Huawei, and Figure AI are expected to drive rapid advancements in the humanoid robot sector, with mass production and large-scale applications on the horizon [2]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 速騰聚創科技有限公司 呈交日期: 2025年8月5日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02498 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 800,000,000 | USD | | 0.0001 | USD | | 80,000 | | 增加 / 減少 (-) | | | 0 | | | | USD | | | | 本月底結存 | | | 800,000,000 | USD | | 0.0001 | USD | | 80,000 | 本月底法定/註冊股本總額： US ...