沪指8月18日上涨0.85%，申万所属行业中，今日上涨的有29个，涨幅居前的行业为通信、综合，涨幅 分别为4.46%、3.43%。电力设备行业今日上涨1.32%。跌幅居前的行业为房地产、石油石化，跌幅分别 为0.46%、0.10%。 资金面上看，两市主力资金全天净流出160.57亿元，今日有8个行业主力资金净流入，电子行业主力资 金净流入规模居首，该行业今日上涨2.48%，全天净流入资金50.40亿元，其次是通信行业，日涨幅为 4.46%，净流入资金为49.04亿元。 主力资金净流出的行业有23个，非银金融行业主力资金净流出规模居首，全天净流出资金70.87亿元， 其次是电力设备行业，净流出资金为50.90亿元，净流出资金较多的还有医药生物、基础化工、房地产 等行业。 电力设备行业今日上涨1.32%，全天主力资金净流出50.90亿元，该行业所属的个股共361只，今日上涨 的有288只，涨停的有9只；下跌的有65只。以资金流向数据进行统计，该行业资金净流入的个股有144 只，其中，净流入资金超亿元的有8只，净流入资金居首的是科泰电源，今日净流入资金3.52亿元，紧 随其后的是科华数据、麦格米特，净流入资金分别为 ...

卧龙电驱涨4.67%，报31.8元/股，股价再创新高，总市值突破496.75亿元，成交额达2.44亿元。（第一 财经AI快讯） ...

卧龙电驱成交额达100亿元，现涨超5%。 ...

（图片系AI生成） A股机器人板块再掀上涨潮，中期盈利大增的概念股卧龙电驱（600580.SH）连收2个涨停板后今日再度大涨8%。截至8月18日午盘，市值刷出新高，达到 512亿元。而就在披露中报后，公司迅即向港交所递表，正式拉开H股IPO序幕，并在招股书中明确表示拟将部分募资用于加强其在新兴领域（主要为电动航 空及机器人组件）的投资及业务，市场对新业务的预期进一步催化公司股价上涨。 直到今年剥离光伏、风电、储能、氢能业务后才形成了目前的五大核心业务——防爆电驱动系统解决方案、工业电驱动系统解决方案、暖通电驱动系统解决 方案、新能源交通电驱动系统解决方案、机器人组件及系统应用。 需要注意的是，主业的切换与风口业务的布局可通过资本运作快速实现，但要转换成盈利并非易事。虽然公司有5大业务，但其实公司营收主要还是靠传统 的电驱业务。以2023年、2024年为例，公司工业电机及驱动、日用电机及控制两板块分别录得营收127.56亿元、130亿元，占营收的比重均超过了八成。 盈利则过半都靠全资子公司南阳防爆，后者是公司于2015年和2016年收购而来，主营防爆电机、普通电机、核级电机等产品的研发、制造、销售及修理等。 观 ...

市场早盘高开高走，沪指创近10年新高，北证50指数创历史新高。南财金融终端显示，截至早盘收盘， 沪指涨1.18%，深成指涨2.25%，创业板指涨3.63%。 盘面上热点集中在AI硬件和大金融方向，个股涨多跌少，全市场近4500只个股上涨。 从板块来看，券商、金融科技股维持强势，指南针2连板续创历史新高； 液冷服务器等AI硬件股持续爆发，强瑞技术等多股涨停； 影视股表现活跃，华策影视等涨停。 沪深两市半日成交额1.72万亿元，较上个交易日放量4114亿。 个股方面，东方财富成交额超294亿元居首，北方稀土、指南针成交额靠前。 | 护深A股 | 上证A股 | 深证A股 | 创业板 | 科创板 风险警示 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 代码 | | 名称 | | 深幅 | 最新价 | 深绿 | 淄博 | 盘比 | 换手率 | 張耀 | 成交額 ▼ | | 1 300059 | | 东方财富 | | +5.98% | 28.36 | +1.60 | +0.6796 | ...

作者：金股通 本文源自：金融界 截至8月18日开盘一小时，主力资金流出前20的股票分别为：卧龙电驱（-15.18亿元）、天风证券 （-14.58亿元）、东方财富（-11.00亿元）、衢州发展（-6.03亿元）、中银证券（-5.19亿元）、工业富 联（-4.52亿元）、上海电气（-4.50亿元）、金发科技（-4.13亿元）、指南针（-4.07亿元）、凯美特气 （-4.03亿元）、万通发展（-3.61亿元）、英维克（-3.37亿元）、国盛金控（-3.32亿元）、东山精密 （-3.06亿元）、恒宝股份（-2.95亿元）、药明康德（-2.90亿元）、中国神华（-2.61亿元）、中电鑫龙 （-2.54亿元）、宁波韵升（-2.52亿元）、飞龙股份（-2.42亿元）。 ...

基本面方面，卧龙电驱发布2025年半年度报告显示业绩大幅改善，实现归母净利润5.37亿元，同比增长 36.76%，其中第二季度单季度归母净利润2.69亿元，同比大涨58.1%，盈利能力提升。此外，卧龙电驱 在机器人关节温控技术方面取得突破，其相变导热专利技术使机器人关节电机散热效率较传统方案提升 300%，已在宇树科技四足机器人等产品中实现应用。 本文源自：金融界 作者：深蓝 周一，机器人概念再次活跃，2连板的卧龙电驱冲刺3连板，早盘涨超7%，成交额超过50亿元。 从阶段性表现看，本轮上涨卧龙电驱涨幅已经超过80%，今日盘中创出历史新高，自去年"924"以来， 卧龙电驱涨幅接近3倍。 市场炒作卧龙电驱主要围绕三大逻辑，首先是人形机器人概念持续发酵，公司与腾讯联合入股智元机器 人，在具身智能领域的布局获得市场高度关注，其开发的高爆发关节模组、无框力矩电机等核心零部件 技术突破。其次是低空经济政策利好不断释放，作为电动航空推进系统的重要供应商，公司在eVTOL 电机领域的技术储备和产业化进展受关注。此外，卧龙电驱向港交所递交了H股上市申请。 ...

Summary of Wolong Electric Drive Conference Call Company Overview - Wolong Electric Drive reported approximately 8.03 billion yuan in revenue for the first half of 2025, a year-on-year increase of 1%, despite divesting from energy storage and photovoltaic businesses. However, net profit saw significant growth, reaching 540 million yuan, up 44% year-on-year [2][12][4]. Market Position - The company holds the leading global market share in explosion-proof motors at 4.5%, ranks fourth in industrial motors at 2.8%, and fifth in HVAC motors at 5%. The long-term goal is to become the number one in the global electric drive system market [2][5][10][23]. Business Segmentation - Wolong Electric Drive has redefined its business segments in its Hong Kong IPO prospectus, now categorizing its operations into five areas: explosion-proof motors, industrial motors, HVAC motors, transportation motors, and robotic components and systems [3][10]. Strategic Focus - The company is heavily investing in robotics components, including frameless torque motors, hollow cup motors, servo drives, and control systems, aiming to become a global T20,000 supplier. New developments include dexterous hands and exoskeletons [2][6][19]. Financial Performance - The net profit margin for the first half of 2025 was approximately 7%, indicating a continuous improvement in overall profitability. The revenue structure shows that explosion-proof motors account for 30%, industrial motors for 26%, and HVAC motors for 32% of total revenue [3][14][15]. Future Growth Expectations - Wolong Electric Drive anticipates that its performance in the next two to three years will primarily depend on the recovery of demand in industrial and consumer motors, supported by policies promoting equipment upgrades. Expected revenues are projected to reach 1 to 1.1 billion yuan in 2025, 1.2 to 1.3 billion yuan in 2026, and over 2.4 billion yuan in 2027 [2][8][9]. Emerging Technologies - The company is focusing on electric aviation and intelligent robotics, expecting these sectors to contribute to revenue starting in 2027. Significant resources are being allocated to electric aviation, with collaborations established for system certification and product development [9][20][21]. Industry Trends - The electric motor industry is projected to maintain a high compound growth rate over the next five years, driven by tightening safety regulations and increased industrial automation. The HVAC and new energy motor sectors are expected to see significant growth due to the rapid expansion of data centers and the commercialization of electric vehicles [22][11]. Capacity Utilization - The overall capacity utilization rate of the company remains above 90%, with expectations for further improvement as industry demand recovers, particularly in HVAC and power sectors [24][25]. Conclusion - Wolong Electric Drive is strategically positioned for growth in both traditional and emerging markets, with a strong focus on innovation and market expansion. The company's robust financial performance and market leadership in key segments provide a solid foundation for future growth opportunities.

Investment Rating - The industry rating is "Outperform the Market" [7] Core Viewpoints - The low-altitude economy sector is positioned for a rebound due to favorable conditions, ongoing catalysts since the second half of the year, and new directions in the Sino-US competition [4][30] - The low-altitude economy index increased by 0.19% this week, ranking 285 out of 330, underperforming the broader market, which saw the Shanghai Composite Index rise by 1.70% [3][14] - The report highlights that the low-altitude economy has been stagnant since the beginning of the year, and the current market conditions suggest it is at a low point awaiting a rebound [4][30] Summary by Sections Market Review - The low-altitude economy index rose by 0.19% this week, ranking 285 out of 330, and underperformed compared to the Shanghai Composite Index, which increased by 1.70% [3][14] - The top five gainers in the A-share and Hong Kong stock markets included Guoan Da (up 26.95%), Wolong Electric Drive (up 26.85%), and Xirui (up 23.92%) [3][17] - The report notes that the military industry sector weakened overall, while AI liquid cooling and robotics sectors performed strongly [4][30] Industry Dynamics - The report emphasizes the importance of infrastructure development and the initial implementation of drone applications as key focuses for the low-altitude economy this year [5][31] - The establishment of a leadership group for general aviation and low-altitude economy by the Civil Aviation Administration of China is expected to lead to favorable industry policies [4][30] - Local governments are increasingly focusing on practical measures such as route planning and airspace division, moving beyond mere planning documents [4][30] Investment Recommendations - For infrastructure, the report suggests focusing on Suzhou Planning and Lais Information [6][33] - For drone-related investments, recommended companies include Guoan Da, Henghe Precision, Tengya Precision, Zongheng Co., and Green Energy Huichong [6][33] - The report also highlights previous capacity leaders such as Wanfeng Aowei, Zongshen Power, and Sichuan Jiuzhou as potential investment opportunities [6][33]

Core Viewpoint - Wolong Electric Drive has submitted an application for H-share listing on the Hong Kong Stock Exchange, focusing on electric drive system products and solutions [1] Group 1: Business Overview - The company specializes in five core areas: explosion-proof electric drive systems, industrial electric drive systems, HVAC electric drive systems, new energy transportation electric drive systems, and robotic components and systems [1] - According to Frost & Sullivan, Wolong Electric Drive ranks first in the global explosion-proof electric drive system market with a market share of approximately 4.5%, fourth in the industrial electric drive system market with a market share of about 2.8%, and fifth in the HVAC electric drive system market with a market share of around 2% [2] Group 2: Financial Performance - The company's revenue for 2022, 2023, 2024, and the first half of 2025 is projected to be 14.266 billion, 15.567 billion, 16.247 billion, and 8.031 billion yuan respectively, with net profits of approximately 839 million, 553 million, 832 million, and 548 million yuan [2] - Research and development expenditures for the same periods are estimated to be around 819 million, 858 million, 872 million, and 426 million yuan [3] Group 3: Market Growth Potential - The global electric drive system solutions market is expected to grow from 674 billion yuan in 2020 to 1,338.1 billion yuan by 2029, with a compound annual growth rate (CAGR) of 7.7% from 2020 to 2024 and 8.1% from 2024 to 2029 [4] - The market for new energy transportation and robotic electric drive system solutions is experiencing rapid growth, driven by increasing demands for energy efficiency, intelligent motion control, and low-emission transportation [4]