格隆汇9月2日｜据21财经，A股三大指数震荡收跌，但机器人概念午后却逆势拉升，出现涨停潮，浙江 荣泰午后开盘直线封板，股价再创历史纪录。消息面上，一则关于特斯拉与某机器人龙头供应商会议的 传闻在市场流传。据称，特斯拉对明年机器人产能给出"非常乐观"的指引，要求该供应商明年一季度做 好产能爬坡准备，并预计明年三季度单周产能或达1万台。有机构指，这个指引非常"恐怖"。对此，浙 江荣泰工作人员表示，已知晓上述传闻，但无法确认该来源与准确性。公司确实是特斯拉供应商，双方 合作交流也较为密切，但公司当日上午并未有相关会议或消息发布。对于特斯拉机器人产能数据一事， 该工作人员表示，相关合作数据属于保密消息，不便告知，具体可关注公司公告。 MACD金叉信号形成，这些股涨势不错！ ...

见习记者丨李益文 编 辑丨叶映橙 江佩霞 视 频丨王学权 9月2日， 据财联社，宇树科技在社交媒体平台X上发帖称，预计将在2025年10月至12月期间 向证券交易所提交上市申请文件，届时公司的相关运营数据将正式披露。 宇树科技表示，以2024年为例，四足机器人、人形机器人和组件产品的销售额分别占约65%、 30%和5%。其中，约80%的四足机器人被应用于研究、教育和消费领域，而剩余的20%则被用 于工业领域，如检查与消防。人形机器人完全用于研究、教育和消费领域。 Business Statement of Unitree Robotics Unitree Robotics has always been a civilian robotics company. At present, the company is actively advancing preparations for its initial public offering (IPO). According to the IPO plan, it is expected to submit the filing documents to the ...

9月2日，A股三大指数震荡收跌，但机器人概念午后却逆势拉升，出现涨停潮，浙江荣泰 （603119.SH）午后开盘直线封板，股价再创历史纪录，报收86.27元/股，成交额11.97亿元，换手率 7.39%，总市值来到313.8亿元。截至收盘，同板块的春兴精工（002547.SZ）、秦川机床 （000837.SZ）、巨轮智能（002031.SZ）等多股集体涨停。 盘后龙虎榜数据显示，浙江荣泰遭沪股通专用席位买入5658.98万元并卖出7918.84万元，1家机构专用席 位净买入5624.98万元，有2家机构专用席位净卖出1.20亿元。 消息面上，一则关于特斯拉与某机器人龙头供应商会议的传闻在市场流传。据称，特斯拉对明年机器人 产能给出"非常乐观"的指引，要求该供应商明年一季度做好产能爬坡准备，并预计明年三季度单周产能 或达1万台。有机构指，这个指引非常"恐怖"。 对于特斯拉机器人产能数据一事，该工作人员表示，相关合作数据属于保密消息，不便告知，具体可关 注公司公告。 值得注意的是，特斯拉于9月2日凌晨正式发布"宏图计划"第四篇章（MasterPlanPart4），完整文件，封 面图上一款Optimus机器人正打开 ...

盘面上，油气开采、林业、减速器、银行等板块涨幅居前，通信设备、元器件、多元金融、芯片等板块跌幅居前。 此外，前期热门股也走低，连续5涨停的德创环保、连续4涨停的建业股份今日盘中均一度由涨停杀至跌停，走出"天地 板"行情，智度股份、济民健康、中油资本、日丰股份等近50股也跌停或跌超10%。 今日， A股深度调整，前期领涨的创业板指一度跌近4%，失守2900点整数关口，深证成指、科创50、中证500等也跌超 2%，上证50则高开高走小幅飘红，北证50午后也出现一波快速反弹翻红。超4100只个股下跌。 Wind实时监测数据显示，银行获得主力资金逾65亿元净流入，汽车获得逾52亿元净流入，公用事业、机械设备均获得 超30亿元净流入，家用电器获得逾20亿元净流入。电子行业遭主力资金大幅净流出逾303亿元，计算机也大幅净流出逾 205亿元，通信净流出逾169亿元。 消息面上，日前，中国人民银行、金融监管总局、国家林草局联合发布《关于金融支持林业高质量发展的通知》，从 深化集体林权制度改革金融服务、强化林业重要战略实施金融保障、加大林业产业高质量发展金融投入、建立金融支 持生态产品价值实现机制、完善政策配套体系及保障机制等 ...

Core Viewpoint - The A-share market experienced fluctuations on September 2, with the ChiNext index leading the decline, while the robotics sector saw significant gains, particularly driven by the comments from Elon Musk regarding Tesla's Optimus robot project [2]. Market Performance - The A-share market showed overall volatility, with the ChiNext index being the worst performer [2]. - The robotics sector had a notable rally in the afternoon, with companies like Shunyu Precision Engineering rising by 21.14%, and others such as Tianming Technology, Shuangwei New Materials, and Anpeilong increasing by over 10% [2]. Company Insights - Elon Musk stated that approximately 80% of Tesla's future corporate value will depend on the development of its Optimus robot project [2]. - Musk emphasized the potential for large-scale application of the robot in the coming years, indicating it could become a core business for Tesla [2].

今日，A股深度调整，前期领涨的创业板指一度重挫近4%，失守2900点整数关口，深证成指、科创50、中证500等也大 跌超2%，上证50则高开高走小幅飘红，北证50午后也出现一波快速反弹翻红。超4100只个股下跌。 盘面上，油气开采、林业、减速器、银行等板块涨幅居前，通信设备、元器件、多元金融、芯片等板块跌幅居前。 此外，前期热门股大面积重挫，连续5涨停的德创环保（603177）、连续4涨停的建业股份（603948）今日盘中均一度 由涨停杀至跌停，走出"天地板"行情，智度股份（000676）、济民健康（603222）、中油资本（000617）、日丰股份 （002953）等近50股也跌停或跌超10%。 此外，优必选宣布与国际知名投资机构Infini Capital正式签署10亿美元战略伙伴合作协议，并同步推进中东建厂、产业 链投资等深度协同。 IT桔子数据显示，今年截至目前，国内人形机器人领域已经发生111起投资事件。而2023年国内人形机器人领域只有40 起投资事件，2024年增长至69起。 林业概念股午后也放量走强，板块指数盘中一度直线拉升涨逾3%。福建金森（002679）由微跌状态直线拉升封涨停， ST景谷 ...

今日，A股全天震荡调整，三大指数集体下跌。截至收盘，上证指数跌0.45%，深证成指跌2.14%，创业 板指跌2.85%。沪深京三市全天成交额29124亿元，较上个交易日放量1348亿元。个股方面，新易盛成 交额居首，为344亿元。其次是中际旭创、寒武纪-U、胜宏科技，成交额分别为311亿元、257亿元、 233亿元。 板块题材上，银行、贵金属、PEEK材料、电力、工业母机等板块涨幅居前；CPO、PCB、半导体等板 块跌幅居前。 浙江荣泰 1 603119 融 沪股通 注 ▼ 月K 五日 日 K 周K 分时 更多, 10.02% 卖1 29.00 l == 29.00 6.5 万 买1 分时成交 ▼ 14:56 29.00 9 14:56 29.00 1 14:56 29.00 1 14:56 29.00 10 14:56 29.00 12 14:56 29.00 29 14:56 29.00 66 14:56 29.00 24 23.72 -10.02% 14:56 29.00 33 17.41亿 成交额 14:56 29.00 1.04亿 25 22 14:56 29.00 14:56 29.00 3 5 ...

(本文来自第一财经) 浙江荣泰午后直线涨停，豪恩汽电、安培龙、拓普集团涨超9%，嵘泰股份、五洲新春、龙溪股份等拉 升。 ...

Core Viewpoint - The robot sector experienced a significant rebound, driven by rumors of a leading robot company's optimistic production capacity guidance from Tesla for the upcoming year [1][4][5]. Group 1: Market Reaction - Zhejiang Rongtai (603119) saw a sharp increase, hitting the daily limit, while other companies in the robot sector, such as Sunny Optical Technology (30% increase), and several others, also reached their daily limits, with over 16 stocks rising by more than 10% [1][4]. - The robot ETF surged in the afternoon, indicating a strong market sentiment towards the sector [1][2]. Group 2: Rumors and Expectations - Market rumors suggested that a leading robot company had a meeting with Tesla, which provided a very optimistic production capacity forecast for next year, including a potential weekly production of 10,000 units by Q3 [4][6]. - Tesla's recent announcements emphasized the potential of its Optimus humanoid robot, with plans for commercialization by early 2026 [5][6]. Group 3: Industry Trends - The humanoid robot industry is entering a phase of explosive growth, with significant advancements in production and technology expected in the coming years [7][8]. - Analysts predict that the logistics sector will see a gradual shift from demo scenarios to customer trials for humanoid robots, with a potential for explosive growth next year [8].

Investment Rating - The report maintains a "Buy" rating for the company [3][6] Core Views - The company reported a revenue of 572 million yuan for H1 2025, representing a year-on-year increase of 15%, and a net profit attributable to shareholders of 120 million yuan, up 22% year-on-year [1] - The revenue growth rate in Q2 2025 showed a slowdown, primarily attributed to the deceleration in Tesla's sales, but overseas customer acquisition is expected to drive future revenue growth [1][2] - The company is strategically positioned in the robotics sector, with a clear layout and ongoing expansion into precision transmission and humanoid robotics through acquisitions [2] Financial Performance - For H1 2025, the gross margin was 35.7%, an increase of 2.0 percentage points year-on-year, while the net profit margin was 21.6%, up 1.3 percentage points year-on-year [2] - The company’s revenue forecast for 2025-2027 is adjusted to 308 million, 415 million, and 577 million yuan respectively, with year-on-year growth rates of 34%, 34%, and 38.9% [3][5] - The projected P/E ratios for 2025, 2026, and 2027 are 93x, 69x, and 50x respectively [3] Business Strategy - The company has made strategic acquisitions to enhance its capabilities in the robotics field, including a 15% stake in Guangzhou Jinli Intelligent Transmission Technology Co., which will facilitate entry into emerging sectors [2] - The company is expected to benefit from partnerships with leading global automotive manufacturers and battery suppliers, which will likely increase its overseas revenue share [1][2]