金融界消息 截至2025年8月22日收盘，上海机电（600835）报收于30.17元，上涨2.41%，换手率 4.54%，成交量36.66万手，成交金额10.88亿元。 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32家企业，参与招投标项目97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，今日主力资金净流入5539.85万元，占比成交额5.09%。其中，超大单净流入2114.57万 元、占成交额1.94%，大单净流入3425.28万元、占成交额3.15%，中单净流出流出3671.10万元、占成交 额3.37%，小单净流出1868.75万元、占成交额1.72%。 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 ...

Market Performance - The specialized equipment sector increased by 0.65% on August 22, with Huicheng Vacuum leading the gains [1] - The Shanghai Composite Index closed at 3825.76, up 1.45%, while the Shenzhen Component Index closed at 12166.06, up 2.07% [1] Top Gainers in Specialized Equipment Sector - Huicheng Vacuum (301392) closed at 190.20, up 9.72%, with a trading volume of 51,700 and a transaction value of 956 million [1] - Guangli Technology (300480) closed at 17.98, up 8.25%, with a trading volume of 413,800 and a transaction value of 733 million [1] - Lingyun Light (688400) closed at 36.59, up 7.30%, with a trading volume of 272,700 and a transaction value of 977 million [1] Top Losers in Specialized Equipment Sector - Jinying Co. (600232) closed at 7.33, down 9.62%, with a trading volume of 499,100 and a transaction value of 369 million [2] - Sudar Co. (001277) closed at 44.27, down 5.75%, with a trading volume of 45,100 and a transaction value of 202 million [2] - Zhuozhao Point Glue (873726) closed at 44.10, down 4.71%, with a trading volume of 59,800 and a transaction value of 26.89 million [2] Capital Flow Analysis - The specialized equipment sector experienced a net outflow of 1.172 billion from institutional investors and a net outflow of 184 million from retail investors, while retail investors saw a net inflow of 1.356 billion [2] - The capital flow for specific stocks shows varied trends, with some stocks like Dazhu CNC (301200) seeing a net inflow of 81.04 million from institutional investors [3]

36氪获悉，爱企查App显示，近日，动界智控（深圳）科技有限公司成立，法定代表人为王舵，注册资 本7500万元人民币，经营范围包括智能机器人的研发、智能机器人销售、人工智能应用软件开发、人工 智能硬件销售、人工智能公共服务平台技术咨询服务等。股东信息显示，该公司由上海机电股份有限公 司等共同持股。 ...

人民财讯8月22日电，企查查APP显示，近日，动界智控(深圳)科技有限公司成立，注册资本7500万元， 经营范围包含：智能机器人的研发；智能机器人销售；人工智能应用软件开发；人工智能硬件销售；人 工智能公共服务平台技术咨询服务等。企查查股权穿透显示，该公司由上海机电（600835）等共同持 股。 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 873726 | 卓兆点胶 | 46.28 | -10.71% | 7.05万 | 3.35 Z | | 600980 | 北矿科技 | 25.22 | -9.99% | 40.52万 | 10.66亿 | | 688648 | 中郎科技 | 64.00 | -9.49% | 10.27万 | 6.86 Z | | 002611 | 东方精工 | 18.09 | -8.17% | 226.97万 | 42.24亿 | | 600835 | 上海机电 | 29.46 | -6.80% | 48.65万 | 14.60亿 | | 002837 | 英维克 | 64.60 | -6.78% | 112.96万 | 74.31亿 | | 603800 | 洪田股份 | 50.32 | -5.66% | 15.19万 | 7.69亿 | | 002779 | 中坚科技 | 101.71 | -5.43% | 7.31万 | 7.57亿 | | 688328 ...

Core Viewpoint - The A-share market continues to show strong performance in the robotics sector, with several stocks hitting their daily price limits and significant year-to-date gains [1] Stock Performance Summary - Jinbai Ze (金百泽) reached a 20% limit up, with a total market value of 3.63 billion and a year-to-date increase of 42.36% [1] - Kesen Technology (科森科技) saw a 10.03% increase, with a market cap of 6.997 billion and a year-to-date rise of 61.67% [1] - Beikang Technology (北矿科技) increased by 10.01%, with a market value of 5.303 billion and an impressive year-to-date gain of 84.46% [1] - Southern Precision (南方精工) also hit a 10% limit up, with a market cap of 11.5 billion and a year-to-date increase of 157.82% [1] - Tongda Power (通达动力) rose by 9.98%, with a market value of 3.474 billion and a year-to-date increase of 23.35% [1] - Taihao Technology (泰豪科技) increased by 9.98%, with a market cap of 11 billion and a year-to-date rise of 137.82% [1] - Huachangda (华昌达) rose by 8.03%, with a market value of 9.183 billion and a year-to-date increase of 10.43% [1] - Huamin Co. (华民股份) increased by 7.66%, with a market cap of 5.115 billion and a year-to-date rise of 56.91% [1] - Jiemai Technology (洁美科技) rose by 6.77%, with a market value of 12.6 billion and a year-to-date increase of 41.51% [1] - Xinyi Chang (新益昌) increased by 6.68%, with a market cap of 8.232 billion and a year-to-date rise of 80.34% [1] - Shanghai Mechanical and Electrical (上海机电) rose by 6.08%, with a market value of 32.8 billion and a year-to-date increase of 81.19% [1] - Other notable performers include Zhuozhao Point Glue (卓兆点胶) with a 5.61% increase, Wolong Electric Drive (卧龙电驱) with a 5.41% increase, and Lingyi Intelligent Manufacturing (领益智造) with a 5.31% increase [1]

截至8月19日收盘，减速器概念上涨2.62%，位居概念板块涨幅第1，板块内，99股上涨，天润工业、全 柴动力、南方精工等涨停，万通液压、丰立智能、隆盛科技等涨幅居前，分别上涨16.41%、13.30%、 13.09%。跌幅居前的有内蒙一机、飞亚达、中大力德等，分别下跌3.96%、3.75%、2.98%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 减速器 | 2.62 | 兵装重组概念 | -1.86 | | 动物疫苗 | 2.47 | PEEK材料 | -1.35 | | 禽流感 | 2.45 | 中船系 | -1.32 | | F5G概念 | 1.88 | 互联网保险 | -1.11 | | 华为海思概念股 | 1.87 | 中芯国际概念 | -0.82 | | 乳业 | 1.85 | 光刻胶 | -0.74 | | 铜缆高速连接 | 1.84 | 国家大基金持股 | -0.70 | | 智能音箱 | 1.82 | 脑机接口 | -0.64 | | 华为欧拉 | 1.82 | BC电池 | -0.63 ...

证券之星消息，8月19日专用设备板块较上一交易日上涨0.1%，南风股份领涨。当日上证指数报收于 3727.29，下跌0.02%。深证成指报收于11821.63，下跌0.12%。专用设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300004 | 南风股份 | 11.44 | 13.72% | 167.43万 | | 19.10亿 | | 600980 | 北矿科技 | 25.47 | 10.02% | 21.86万 | | · 5.39亿 | | 600835 | 上海机电 | 30.27 | 9.99% | 30.94万 | | 9.18亿 | | 301128 | 强瑞技术 | 97.98 | 9.73% | 18.14万 | | 17.10亿 | | 300879 | 大叶股份 | 38.38 | 9.25% | 36.92万 | | 13.79亿 | | 300813 | 泰林生物 | 26.25 | 7.63% | 7.83万 | | 2.07 ...

Group 1 - The humanoid robot sector is experiencing a significant rally, with multiple companies seeing substantial stock price increases [2] - Jintian Co., Ltd. has achieved a five-day consecutive limit-up, indicating strong investor interest and confidence [2] - Other companies such as Top Group, Hongrun Construction, Chongda Technology, and Far East Holdings have also reached their daily price limits, showcasing a broad market enthusiasm for humanoid robotics [2] Group 2 - Hechuan Technology has surged over 15%, reflecting positive market sentiment towards the sector [2] - Companies like Yian Technology, Runhe Software, and Fengli Intelligent have all increased by over 10%, further indicating a robust performance across the industry [2] - Additional firms including Longsheng Technology, Tuosida, Dingzhi Technology, Henggong Precision, and Longxi Co., Ltd. are also experiencing upward trends in their stock prices [2]

人民财讯8月19日电，机器人概念盘中异动拉升，南方精工（维权）涨停，股价创历史新高，此前上海 机电涨停，东杰智能等跟涨。消息面上，上海市经济和信息化委员会等印发《上海市加快推动"AI+制 造"发展的实施方案》。其中提出，推动建设以智能体高密度分布、多场景集成为特征的"AI+制造"示范 工厂，综合应用空间计算、多智能体协同等技术，集聚各类场景模型、智能产品和装备，推进以人形机 器人为代表的多类型具身智能在典型场景中的实用化部署，打通各类工业软件系统，提升动态感知能 力，体现软件定义工厂、完全按需制造、智能工厂网络等制造新模式，形成标杆示范作用。 转自：证券时报 ...