今日截至14:18，机器人ETF(562500)下跌0.22%，仍然处于小幅盘整阶段，随着WAIC掀起的AI浪潮持续 扩散，机器人有望成为板块轮动的配置窗口，迎来补涨行情。成分股方面，石头科技领涨7.09%，科沃 斯、天准科技涨幅超4%；三丰智能、伟创电气、大族激光、弘讯科技等跌幅超2%。流动性方面，机器 人ETF盘中换手4.36%，成交总额超7亿元，量能延续稳健释放的节奏。 （文章来源：每日经济新闻） 消息方面，7月28日，总部位于韩国首尔的机器人制造业领军者斗山机器人宣布以约2590万美元收购美 国工程机器人集成商Onexia Inc.的89.59%股份，通过增资扩股和股权购入方式掌控该公司。此外，斗山 还计划在未来三至五年内逐步买下剩余股份，实现完全收购，旨在加速其从传统硬件供应商向智能机器 人方案提供商的战略转型。 机器人ETF(562500)是全市场唯一规模超百亿的机器人主题ETF，成分股覆盖人形机器人、工业机器 人、服务机器人等多个细分领域，帮助投资者一键布局机器人上中下游产业链。场外联接(华夏中证机 器人ETF发起式联接A：018344；华夏中证机器人ETF发起式联接C：018345)。 国元证 ...

Core Viewpoint - China's investment in controllable nuclear fusion projects has reached a total scale of 136.2 billion yuan, with the next 3-5 years being a critical bidding window for infrastructure construction [1][7]. Group 1: Investment Background - As of July 22, 2025, China Nuclear Power (601985.SH) announced a planned investment of 1 billion yuan to acquire a 6.65% stake in China Fusion Energy Co., marking an acceleration in the commercialization of nuclear fusion in China [4][7]. - Zhejiang Energy Power (600023.SH) also announced an investment of 751 million yuan for a 5% stake in the same company, further indicating the momentum in the nuclear fusion sector [4][13]. - Currently, there are 14 major controllable nuclear fusion projects under construction in China, with a total investment scale of 136.2 billion yuan [1][7]. Group 2: Key Participants - China Nuclear Power is a core participant, investing 1 billion yuan and holding a 6.65% stake in China Fusion Energy Co., which is under the China National Nuclear Corporation [11][12]. - Zhejiang Energy Power, as a traditional power enterprise, is leveraging its background to promote the commercialization of fusion technology through its 751 million yuan investment [14]. - West Superconducting Technologies (688122) is the only domestic supplier of low-temperature superconducting wire for the ITER project, breaking international monopolies in this technology [15][16]. Group 3: Strategic Significance - The investments by state-owned enterprises respond to national strategic requirements for future industries and aim to solidify their core positions in the nuclear fusion sector [12][14]. - The focus on nuclear fusion aligns with the country's energy transition goals, emphasizing the importance of clean energy development [14].

Group 1 - The controlling shareholder RED FACTOR LIMITED and Ningbo Bangbang Trade Co., Ltd. collectively held 217,089,300 shares, accounting for 53.7059% of the total share capital before the reduction plan [1][2] - The reduction plan was disclosed on June 4, 2025, allowing for a maximum reduction of 4,042,100 shares, which is 1.00% of the total share capital [1][2] - As of July 8, 2025, RED had completed the reduction of 4,042,100 shares, bringing the total shareholding percentage down to 52.81% [2][4] Group 2 - The reduction was executed through centralized bidding from July 2 to July 8, 2025, with a share price range of 12.50 to 12.83 yuan per share [3][4] - The total amount raised from the reduction was 51,263,424 yuan, confirming that the actual reduction matched the previously disclosed plan [4]

控股股东持股的基本情况 本次减持计划实施前，公司控股股东 RED FACTOR LIMITED(以下简称"RED") 与宁波帮帮忙贸易有限公司(以下简称"帮帮忙")合计持有宁波弘讯科技股份有 限公司（以下简称"公司"）无限售条件流通股 217,089,300 股，占公司总股本 的 53.7059%。其中，RED 直接持有 161,131,400 股，帮帮忙直接持有 55,957,900 股。帮帮忙所持有的公司股份均通过协议转让方式向 RED 受让而得。 减持计划的实施结果情况 证券代码：603015 证券简称：弘讯科技 公告编号：2025-025 宁波弘讯科技股份有限公司 控股股东减持股份结果公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 公司于 2025 年 6 月 4 日披露了《控股股东减持股份计划公告》（公告编号： 2025-022）。RED 计划于 2025 年 6 月 25 日至 2025 年 9 月 23 日期间，通过集中 竞价交易的方式减持公司股份数量不超过 4,042,100 股 ...

Core Viewpoint - The controlling shareholder RED FACTOR LIMITED has reduced its stake in Ningbo Hongxun Technology Co., Ltd. from 53.70% to 52.81%, triggering a 1% threshold change in equity [1][2]. Group 1: Shareholder Information - The controlling shareholder RED FACTOR LIMITED and its concerted action party, Ningbo Bangbang Trade Co., Ltd., have confirmed the accuracy and completeness of the information provided [1]. - The total shareholding before the change was 21,708,930 shares, representing 53.70%, which decreased to 21,348,930 shares, or 52.81% after the reduction [2]. Group 2: Equity Change Details - The reduction involved the sale of 3,600,000 unrestricted circulating shares through centralized bidding from July 2 to July 3, 2025 [1]. - The direct shareholding of RED FACTOR LIMITED decreased from 16,113,140 shares (39.86%) to 15,753,140 shares (38.97%) during this period [2]. Group 3: Compliance and Future Plans - The reduction aligns with previously disclosed plans and commitments by the shareholders, and the share reduction plan has not yet been fully implemented as of the announcement date [2]. - The company will continue to monitor the progress of the reduction plan and fulfill its information disclosure obligations as required by relevant regulations [2].

证券代码：603015 证券简称：弘讯科技 公告编号：2025-024 宁波弘讯科技股份有限公司 关于控股股东权益变动触及 1%刻度的提示性公告 公司控股股东 RED FACTOR LIMITED 及其一致行动人宁波帮帮忙贸易有限公司保证 向本公司提供的信息真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： | 权益变动方向 | 比例增加□ | | 比例减少 | | --- | --- | --- | --- | | 权益变动前合计比例 | 53.70% | | | | 权益变动后合计比例 | 52.81% | | | | 本次变动是否违反已作出的承 诺、意向、计划 | 是□ | 否 | | | 是否触发强制要约收购义务 | 是□ | 否 | | 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 | | 控股股东/实际控制人及其一致行动人 | | --- | --- | | | 其他 5%以上大股东及其一致行动人 | | 投资者及其一致行动人的身份 | □合并口径第一大股东及其一致行动人（仅适用 | | ...

Core Viewpoint - The controlling shareholder RED FACTOR LIMITED and its concerted party Ningbo Bangbang Trade Co., Ltd. have reduced their combined shareholding in Hongxun Technology (603015) from 53.70% to 52.81% through a block trade of 3.6 million unrestricted circulating shares between July 2 and July 3, 2025 [1] Summary by Category - Shareholding Change - RED FACTOR LIMITED and its concerted party's shareholding decreased from 53.70% to 52.81% [1] - A total of 3.6 million unrestricted circulating shares were sold [1] - Transaction Details - The reduction in shareholding occurred via a centralized bidding method [1] - The transaction took place over two days, specifically on July 2 and July 3, 2025 [1]

Core Viewpoint - The company, Ningbo Hongxun Technology Co., Ltd., plans to apply for a credit limit of RMB 90 million from China Trust Bank Shanghai Branch, with RMB 60 million designated for issuing standby letters of credit to support its wholly-owned subsidiary, Taiwan Hongxun, for operational working capital needs [1][4]. Group 1: Credit Application Details - The company intends to use credit and time deposits as collateral for the credit application, with RMB 30 million of the standby letter of credit being secured by time deposits and the remaining RMB 30 million secured by the company's credit [1][6]. - The standby letters of credit can be issued within a 12-month period from the date of issuance and can be rolled over within the total limit of RMB 60 million [1][6]. Group 2: Financial Guarantees - As of the announcement date, the company has provided a guarantee amounting to RMB 30 million for Taiwan Hongxun, with an actual guarantee balance of RMB 7.7687 million [1][4]. - There are no other subsidiaries providing guarantees for Taiwan Hongxun, and there are no overdue guarantees [4][6]. Group 3: Financial Performance - As of December 31, 2024, the total assets of Taiwan Hongxun were approximately RMB 821.88 million, with total liabilities of about RMB 354.40 million, resulting in net assets of approximately RMB 467.48 million [3]. - For the first quarter of 2025, the company reported total assets of approximately RMB 857.72 million, total liabilities of about RMB 391.90 million, and net assets of approximately RMB 465.82 million [3]. Group 4: Company Overview - Taiwan Hongxun is a wholly-owned subsidiary of the company, with a registered capital of 1.15 billion New Taiwan Dollars and operates in the electronic components manufacturing industry [5]. - The company holds 100% of Taiwan Hongxun's shares, allowing it to effectively control operational risks and decision-making [6].

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 证券代码：603015 证券简称：弘讯科技 公告编号：2025-023 宁波弘讯科技股份有限公司 关于为子公司提供担保的进展公告 重要内容提示: 一、 担保情况概述 (一) 担保的基本情况 2025年6月18日，公司与中国信托银行上海分行签订《最高额质押合同》、 《授信条件通知书》，公司拟以信用、定期存单质押等方式向中国信托银行上海 分行申请授信额度共计人民币9,000万元，其中人民币6,000万元用途为开立备用 信用证，作为台湾弘讯因营运周转金之需向中国信托银行申请授信的担保品，并 被担保人：本次被担保人为台湾全资子公司弘讯科技股份有限公司（下 称"台湾弘讯"），不属于关联交易。 本次担保金额及已实际为其提供的担保余额：公司以内保外贷方式向中 国信托商业银行股份有限公司上海分行（以下简称"中国信托银行上海 分行"）申请开立备用信用证总额度人民币 6,000 万元，为台湾弘讯因 营运周转金之需向中国信托商业银行股份有限公司（以下简称"中国信 托银行"）申请授信贷款提供担保品。截至 ...

Group 1: World Bank's Nuclear Energy Financing Policy - The World Bank has lifted a decades-long ban on nuclear energy financing to accelerate the development of low-emission technologies and meet the growing electricity demand in developing countries [2][3] - The World Bank plans to support efforts to extend the lifespan of existing nuclear reactors and assist in upgrading power grids and related infrastructure [3][4] - The bank aims to help develop small modular reactors, which are expected to be cheaper and faster to construct compared to traditional reactors [3][5] Group 2: Global Nuclear Fusion Developments - Proxima Fusion, a German nuclear fusion startup, has secured €130 million in funding, marking the largest investment in the European nuclear fusion sector to date [6][7] - The funding will be used to build a "stellarator model coil" by 2027, which is crucial for achieving key technological breakthroughs [7][8] - Proxima Fusion plans to construct a demonstration plant by 2031, with an estimated cost of €1 billion, and aims to partially secure funding from European governments [7][9] Group 3: Investment Opportunities in Nuclear Fusion - The global nuclear fusion policy trend is strengthening, with Japan advancing its fusion energy timeline from 2050 to 2030 [11] - Companies in the nuclear fusion sector are expected to benefit from ongoing technological advancements and supportive policies, creating investment opportunities across the entire industry chain [12] - The focus on high-barrier and high-value segments within the nuclear fusion supply chain is recommended for potential investment [12]