（文章来源：每日经济新闻） 2024年1至12月份，上海机电的营业收入构成为：电梯业务占比93.79%，其他行业占比1.96%，印刷包 装机械业务占比1.7%，液压气动业务占比1.3%，能源工程业务占比1.24%。 上海机电（SH 600835，收盘价：27.02元）8月5日晚间发布公告称，上海机电股份有限公司于2025年6 月23日收到控股股东上海电气集团股份有限公司通知，获悉其与上海上国投资产管理有限公司签署了 《上海电气集团股份有限公司与上海上国投资产管理有限公司关于上海机电股份有限公司之股份转让协 议》，上海电气拟通过协议转让的方式向上国投资管转让其持有的约5114万股公司无限售流通股股份 （占公司总股本的5%），股份转让价款为人民币约8.6亿元。公司于2025年8月5日收到上海电气通知， 上海电气与上国投资管已取得中国证券登记结算有限公司出具的《证券过户登记确认书》，股份过户登 记时间为2025年8月4日。 ...

Core Viewpoint - 德昌电机控股 has established two joint ventures with Shanghai Mechanical and Electrical, aiming to serve the domestic humanoid robot market, which is expected to enhance its capabilities in manufacturing core components for humanoid robots [1] Group 1: Company Developments - 德昌电机控股's stock rose over 3%, currently trading at 23.6 HKD with a transaction volume of 47.21 million HKD [1] - The joint ventures consist of a design and manufacturing company where 德昌电机控股 holds a 51% stake, and a sales company where Shanghai Mechanical and Electrical holds the majority [1] - The products to be developed include joints for the waist, hips, knees, and ankles, as well as dexterous hand actuators and sensors [1] Group 2: Industry Outlook - According to Cathay Haitong, 德昌电机控股 has a strong foundation in motor design and manufacturing, and the collaboration with Shanghai Mechanical and Electrical is expected to enhance its financial strength and capabilities in non-motor components [1] - The partnership is anticipated to strengthen 德昌电机控股's ability to develop core component systems for humanoid robots, indicating a positive long-term development outlook for the company in this sector [1]

Group 1 - The core point of the article is that 德昌电机控股 (Dachang Electric) has established two joint ventures with 上海机电 (Shanghai Electric) to target the domestic humanoid robot market, leading to a stock price increase of over 3% [1] - The joint ventures include a design and manufacturing company where 德昌电机控股 holds a 51% stake and a sales company where 上海机电 holds the majority [1] - The products to be developed include key components such as waist, hip, knee, and ankle joints, as well as dexterous hand actuators and sensors [1] Group 2 - 国泰海通 (Guotai Junan) believes that 德昌电机控股's deep experience in motor design and manufacturing will be enhanced through collaboration with 上海机电, improving financial strength and capabilities in non-motor components [1] - The partnership is expected to strengthen 德昌电机控股's ability to develop core component systems for humanoid robots, indicating a positive long-term development outlook for the company [1]

天眼查商业履历信息显示，上海机电股份有限公司，成立于1994年，位于上海市，是一家以从事仪器仪 表制造业为主的企业。企业注册资本102273.9308万人民币，实缴资本102273.9308万人民币。公司法定 代表人为庄华。 通过天眼查大数据分析，上海机电股份有限公司共对外投资了31家企业，参与招投标项目94次，专利信 息8条，此外企业还拥有行政许可7个。 来源：金融界 金融界消息 截至2025年7月31日收盘，上海机电（600835）报收于25.38元，下跌2.38%，换手率 3.38%，成交量27.26万手，成交金额7.06亿元。 资金流向方面，今日主力资金净流出1959.59万元，占比成交额2.78%。其中，超大单净流出3044.00万 元、占成交额4.31%，大单净流入1084.41万元、占成交额1.54%，中单净流出流出308.89万元、占成交 额0.44%，小单净流入2268.48万元、占成交额3.21%。 上海机电最新一期业绩显示，截至2025一季报，公司营业总收入42.12亿元、同比减少2.30%，归属净利 润2.04亿元，同比减少4.13%，扣非净利润1.89亿元，同比减少7.25%，流动比 ...

Group 1 - The core viewpoint is that 德昌电机 (Dachang Electric) has formed a joint venture with 上海机电 (Shanghai Electric) to enter the humanoid robot joint market, leveraging their long-standing partnership to enhance capabilities in core component systems for humanoid robots [1][2] - The joint venture consists of two companies: one for design and manufacturing, controlled 51% by 德昌电机, and another for sales, controlled by 上海机电 with a 49% stake from 德昌电机. The aim is to serve the domestic humanoid robot market with products like waist, hip, knee, and ankle joints, as well as dexterous hand actuators and sensors [2] - 德昌电机 reported a 2% year-on-year decline in revenue for Q1 of the 25-26 fiscal year, totaling $915 million, primarily due to decreased sales from Chinese customers and intensified price competition in the automotive sector, which saw a 4% revenue drop [3] Group 2 - The company expects long-term growth prospects following its entry into humanoid robot component manufacturing, forecasting profits of $281 million, $322 million, and $355 million for the fiscal years 2026, 2027, and 2028, representing year-on-year growth rates of 7%, 15%, and 10% respectively [1] - Given the company's strategic positioning in the humanoid robot sector and the higher valuations of comparable companies in the robotics industry, a target price of HKD 30.61 is set based on a 13x PE for the fiscal year 2025 [1]

Company Overview - Dongjie Zhikong (Shanghai) Technology Co., Ltd. has been established with a registered capital of 75 million yuan [1] - The legal representative of the company is Shi Xiaozhong [1] Business Scope - The company’s business scope includes technology services, development, consulting, and transfer, as well as the research and sales of intelligent robots [1] - It also covers the installation and maintenance of industrial robots, sales of consumer service robots, and professional design services [1] - Additional services include artificial intelligence application software development, hardware sales, and technical consulting for public service platforms [1] Ownership Structure - The company is jointly held by Shanghai Mechanical and Electrical and Dechang Automotive Electrical Co., Ltd. [1]

New Stock Listings - HanGao Group listed on July 30, 2025, with an issue price of 15.43[1] - *ST Zitian and *ST Suwu are under severe abnormal fluctuations as of July 30, 2025[1] - Tianlu Convertible Bonds listed on July 30, 2025, with a risk warning[1] Market Alerts - Multiple stocks including *ST Xinchao and *ST Yuancheng are flagged for severe abnormal fluctuations on July 30, 2025[1] - New listings include companies like Xianghe Precision and Shenshui Planning, with announcements made on July 30, 2025[1] - The report includes links to detailed announcements for each stock, ensuring transparency and accessibility for investors[1] Trading Insights - The report highlights the importance of monitoring newly listed stocks for potential volatility and investment opportunities[1] - Investors are advised to review the latest announcements and risk warnings associated with these stocks to make informed decisions[1]

金融界消息 截至2025年7月29日收盘，上海机电（600835）报收于27.02元，下跌3.15%，换手率 6.45%，成交量52.01万手，成交金额14.30亿元。 天眼查商业履历信息显示，上海机电股份有限公司，成立于1994年，位于上海市，是一家以从事仪器仪 表制造业为主的企业。企业注册资本102273.9308万人民币，实缴资本102273.9308万人民币。公司法定 代表人为庄华。 通过天眼查大数据分析，上海机电股份有限公司共对外投资了31家企业，参与招投标项目94次，专利信 息8条，此外企业还拥有行政许可7个。 来源：金融界 资金流向方面，今日主力资金净流出4074.27万元，占比成交额2.85%。其中，超大单净流出3622.96万 元、占成交额2.53%，大单净流出451.32万元、占成交额0.32%，中单净流出流入2043.56万元、占成交 额1.43%，小单净流入2030.71万元、占成交额1.42%。 上海机电最新一期业绩显示，截至2025一季报，公司营业总收入42.12亿元、同比减少2.30%，归属净利 润2.04亿元，同比减少4.13%，扣非净利润1.89亿元，同比减少7.25%，流动 ...

来源：上海证券报·中国证券网 上证报中国证券网讯 7月28日晚，上海机电发布股票交易异动公告称，经自查，公司目前生产经营活动 正常，内部经营秩序正常，房地产行业的市场波动对公司电梯业务的稳定性有一定影响。2025年第一季 度，公司实现营业收入42.12亿元，同比下降2.30%；归母净利润2.04亿元，同比下降4.13%。敬请广大 投资者注意投资风险。 经公司自查，并书面征询公司控股股东、实际控制人，截至本公告披露日，公司、控股股东及实际控制 人均不存在影响公司股票交易异常波动的重大事项，不存在应披露而未披露的重大信息，包括但不限于 策划涉及公司的重大资产重组、股份发行、重大交易类事项、业务重组、股份回购、股权激励、破产重 整、重大业务合作、引进战略投资者等重大事项。（叶亚林） ...

Group 1: Company Performance - WuXi AppTec reported a net profit of 8.561 billion yuan for the first half of the year, a year-on-year increase of 101.92% [1] - The company's revenue for the first half reached 20.799 billion yuan, reflecting a growth of 20.64% year-on-year [1] - WuXi AppTec plans to distribute a cash dividend of 3.5 yuan per share to all shareholders [1] - The company has revised its revenue forecast for the full year to between 42.5 billion and 43.5 billion yuan [1] - SANY Heavy Industry plans to issue non-financial corporate debt financing tools not exceeding 20 billion yuan to optimize its financing structure [1] Group 2: Film Industry Impact - Happiness Blue Sea announced that the film "Nanjing Photo Studio" has surpassed 412 million yuan in cumulative box office, exceeding 50% of the company's audited revenue for the most recent fiscal year [2] - The film's impact on the company's revenue is currently negligible as it is still in theaters [2] Group 3: Corporate Actions - Zhonghua Equipment plans to issue shares to acquire 100% equity of two companies, marking a significant asset restructuring [2] - Dahua Intelligent is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure [3] - Shiming Technology's actual controller and chairman has been placed under detention due to personal matters unrelated to the company [4] Group 4: Financial Performance - Ju Chen Co. reported a net profit growth of 43.5% for the first half of the year [6] - Qizheng Tibetan Medicine's net profit increased by 9.94% year-on-year [6] - China Minmetals' new contract value decreased by 19.1% year-on-year [6] - Huicheng Environmental's net profit declined by 85.63% year-on-year [6] Group 5: Mergers and Acquisitions - Kaishan Holdings plans to acquire a minority stake in SMGP for 3 million USD [6] - Zhonghua International intends to purchase 100% equity of Nantong Xingchen Composite Materials Co., Ltd. [6] - Xiangdian Co. plans to acquire a 12.5% stake in Tongda Electromagnetic Energy for 208 million yuan [6]