证券日报网讯 1月30日，美湖股份发布公告称，控股股东许仲秋解除质押8400000股。 （文章来源：证券日报） ...

（记者 曾健辉） 每经头条（nbdtoutiao）——核电建设热潮下，设备厂忙到"飞起"！订单已排至2028年，员工三班倒， 产线24小时不停 每经AI快讯，美湖股份1月30日晚间发布公告称，在本次股份解除质押后，许仲秋先生累计质押数量约 为1804万股，占其持有公司股份总数的31.57%，占公司总股本的5.32%。截至本公告日，公司控股股东 许仲秋先生及其一致行动人许文慧女士合计持有公司股份约7971万股，占公司总股本的23.5%；累计质 押约2496万股，占其持有公司股份总数的31.31%，占公司总股本的7.36%。 ...

证券代码：603319 证券简称：美湖股份 公告编号：2026-003 湖南美湖智造股份有限公司（以下简称"公司"）控股股东许仲秋先生近 日将持有的公司 8,400,000 股股份办理了解除质押手续。在本次股份解 除质押后，许仲秋先生累计质押数量为 18,036,130 股，占其持有本公 司股份总数的 31.57%，占公司总股本的 5.32%。 截至本公告日，公司控股股东许仲秋先生及其一致行动人许文慧女士合 计持有公司股份 79,710,080 股，占公司总股本的 23.50%；累计质押 24,960,530 股，占其持有本公司股份总数的 31.31%，占公司总股本的 7.36%。 | 剩余被质押股份数量 | 18,036,130 股 | | --- | --- | | 剩余被质押股份数量占其所持股份比例 | 31.57% | | 剩余被质押股份数量占公司总股本比例 | 5.32% | 本次解除质押的股份近期内不会办理后续质押。 湖南美湖智造股份有限公司 关于公司控股股东部分股份解除质押的公告 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 ...

南财智讯1月30日电，美湖股份公告，公司控股股东许仲秋先生近日办理了840.00万股股份的解除质押 手续。 ...

证券日报网讯1月27日，美湖股份（603319）在互动平台回答投资者提问时表示，截至2026年1月20日， 公司在册股东总数为32591户。 ...

证券日报网讯1月23日，美湖股份（603319）在互动平台回答投资者提问时表示，公司已持续多年向包 括法国、瑞典、英国、德国等在内的欧盟国家客户提供产品，公司未在欧盟地区设立子公司，主要通过 上市公司及相关子公司直接出口至主机厂客户，截至2025年9月，该区域销售收入占公司整体营收比例 较小。 ...

证券日报网讯1月23日，美湖股份（603319）在互动平台回答投资者提问时表示，截至2025年12月31 日，公司在册股东总数为30768户。 ...

Group 1 - The core viewpoint of the articles highlights the optimistic outlook of fund managers on the technology sector, particularly in artificial intelligence, cloud computing, and robotics, as key investment directions for the upcoming years [1][3][12] - Fund managers are emphasizing the importance of risk management in the technology sector, which is characterized by high growth potential and volatility, advocating for diversified investment strategies [2][21] Group 2 - Fund manager Ren Jie focuses on global cloud computing investments, with a notable performance of the fund achieving a unit net value growth rate of 233.29% in 2025, ranking first among active equity funds [3][4] - The fund's latest quarterly report indicates a decrease in stock positions, with a stock market value proportion of 78.76%, down by 13 percentage points from the previous quarter [3][4] - The top ten holdings include companies like Shengyi Technology and Zhongji Xuchuang, with significant annual growth rates of 205.82% and 396.38% respectively [3][4] Group 3 - Fund manager Li Jin expresses a strong interest in artificial intelligence computing-related assets, focusing on sectors with the best growth potential, including technology, new energy, and pharmaceuticals [8][12] - The fund's top three holdings are Zhongji Xuchuang, Xinyi Technology, and Huamao Technology, with substantial increases in positions for companies like Dongshan Precision and Industrial Fulian [9][10] Group 4 - Fund manager Yan Siqian emphasizes the investment opportunities in manufacturing and low-carbon technologies, highlighting the importance of intelligent manufacturing and technological innovation for sustainable development [13][15] - The fund's top holdings include Wuzhou Xinchun and Zhenyu Technology, with significant increases in positions for companies like Beite Technology and Sili Technology [14][15] Group 5 - Fund manager Feng Ludan notes that the artificial intelligence industry is in the early stages of forming a bubble, suggesting a cautious approach to investment while monitoring technological advancements and business model validations [16][21] - The fund's latest report shows a stock position of 86.04%, with significant increases in holdings for companies like Huadian Technology and Tencent Holdings [18][19]

Investment Rating - The report rates the robotics industry as "Overweight," indicating a positive outlook for the sector compared to the overall market performance [2][8]. Core Insights - The robotics industry is currently experiencing a phase of intensive capitalization, with leading companies preparing for IPOs and existing firms leveraging differentiated capital platforms for expansion. This trend is driven by the industry's transition from zero to one, requiring significant capital for operations, and the favorable regulatory environment creating an optimal window for capitalization over the next 1 to 2 years [2]. - The commercialization of robotics is accelerating, with increased capital expenditure expected to catalyze the development of funding, R&D, industrialization, and application scenarios. The report outlines three stages of commercialization: industrial use, commercial use, and ultimately household use [2]. - Key segments benefiting from the 2026 industrialization of robotics include: 1. The robotics body segment, where leading companies are expected to catalyze market growth through IPOs [2]. 2. The robotics components and modules segment, supported by manufacturing companies in regions like the Yangtze River Delta and Pearl River Delta [2]. 3. The soft technology segment, which may see mergers and acquisitions involving quality startups and unicorns [2]. 4. The application segment, where companies with strong customer loyalty and viable scenarios are likely to launch successful products in collaboration with established robotics firms [2]. Summary by Sections - **Capitalization Phase**: The robotics industry is in a critical phase of capitalization, with numerous companies preparing for public offerings and leveraging existing platforms for growth [2]. - **Commercialization Stages**: The report identifies three stages of robotics commercialization, emphasizing the need for capital and policy support to transition from industrial to household applications [2]. - **Beneficial Segments**: The report highlights four key segments poised for growth, including robotics body, components, soft technology, and applications, each with unique investment opportunities [2]. - **Investment Opportunities**: Recommended stocks include leading companies such as Hengli Hydraulic, Zhejiang Rongtai, and others, indicating a focus on both core and domestic chains within the robotics sector [2].

证券代码：603319 证券简称：美湖股份 公告编号：2026-001 湖南美湖智造股份有限公司 2025年季度权益分派实施公告 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。 重要内容提示： ● 每股分配比例 A股每股现金红利0.037元 一、通过分配方案的股东会届次和日期 本次利润分配方案经公司2025年11月27日的2025年第三次临时股东会审议通过。 二、分配方案 1.实施办法 （1）无限售条件流通股的红利委托中国结算上海分公司通过其资金清算系统向股权登记日上海证券交 易所收市后登记在册并在上海证券交易所各会员办理了指定交易的股东派发。已办理指定交易的投资者 可于红利发放日在其指定的证券营业部领取现金红利，未办理指定交易的股东红利暂由中国结算上海分 公司保管，待办理指定交易后再进行派发。 （2）派送红股或转增股本的，由中国结算上海分公司根据股权登记日上海证券交易所收市后登记在册 股东持股数，按比例直接计入股东账户。 1.发放年度：2025年季度 2.分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算 ...