证券日报网讯1月9日，信捷电气（603416）在互动平台回答投资者提问时表示，在工业自动化全行业布 局持续深化、机器人领域技术积累不断夯实的基础上，公司为加速机器人产业规模化生产与商业化落 地，计划启动"机器人智能驱控系统生产项目(一期)"建设。此次项目不仅是公司机器人业务发展的重要 里程碑，更将为国产机器人核心产业链的完善注入强劲动力。这一高标准、高投入的产能布局，充分体 现了公司深耕机器人领域的决心与实力。项目建设紧密围绕公司现有主营业务逻辑展开，是对机器人核 心业务的关键补充与升级——公司当前已覆盖机器人核心部件(精密电机、控制系统)、工业机器人、具 身智能机器人应用解决方案等业务板块，而新建厂房将重点实现"核心部件生产—整机组装—应用测 试"的产业链环节补位，彻底打通从技术研发到产品落地的全流程闭环。 ...

Core Viewpoint - The company is actively developing hollow cup motors, frameless torque motors, and related drive system components, with significant advancements in humanoid robotics and a focus on customized product development to meet diverse customer needs [1] Group 1: Product Development - The company has developed hollow cup motors and frameless torque motors for applications in rotating joints, linear joints, and dexterous hands [1] - The company has a strong technical foundation and product accumulation in encoder products, offering high-quality inductive, magnetic, and optical encoders for robotics [1] - The company is also developing higher-performance optical encoders and related technologies for robot control systems [1] Group 2: Market and Team Development - The company has established a research and development team for humanoid robotics, focusing on both hardware and software [1] - A market expansion team has been formed to enhance customer outreach and market insights [1]

Core Viewpoint - The company has achieved significant commercialization breakthroughs in its core robotic components, establishing a positive cycle of "technology implementation - market validation - scale growth" [1] Group 1: Product Development and Market Strategy - The high-performance encoders have completed bulk supply, with cooperation from leading industry clients [1] - The frameless torque motor business focuses on personalized customer needs, having established partnerships with multiple companies to accelerate the development and adaptation of customized models [1] - The company anticipates rapid market share expansion in the future, positioning this segment as a new growth point for the business [1]

证券之星消息，1月9日自动化设备板块较上一交易日上涨1.87%，天准科技领涨。当日上证指数报收于 4120.43，上涨0.92%。深证成指报收于14120.15，上涨1.15%。自动化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) | | | --- | --- | --- | --- | --- | --- | --- | | 688003 | 天准科技 | 68.80 | 13.36% | 12.94万 | | 8.50亿 | | 603015 | 弘讯科技 | 17.11 | 10.03% | 56.09万 | | 9.53亿 | | 600215 | 派斯林 | 8.46 | 10.01% | 73.46万 | | 6.12亿 | | 605288 | 凯迪股份 | 107.94 | 10.00% | 2.28万 | | 2.35亿 | | 300486 | 东杰智能 | 20.98 | 8.09% | 28.32万 | | 5.90 亿 | | 300757 | 罗博特科 | 289.81 | 7.61% | 11.64万 | | 33.25 ...

Group 1 - The automation equipment sector increased by 0.48% on January 8, with HeKang New Energy leading the gains [1] - The Shanghai Composite Index closed at 4082.98, down 0.07%, while the Shenzhen Component Index closed at 13959.48, down 0.51% [1] - HeKang New Energy's stock price rose by 12.18% to 7.00, with a trading volume of 1.7573 million shares and a transaction value of 12.22 million yuan [1] Group 2 - The top gainers in the automation equipment sector included PaiSiLin, which rose by 10.01% to 7.69, and XinJie Electric, which also increased by 10.01% to 61.13 [1] - The sector saw a net outflow of 6.9888 million yuan from institutional funds, while retail investors experienced a net outflow of 24.2 million yuan [2][3] - The main inflow of funds was observed in RuiKe Laser, with a net inflow of 201 million yuan from institutional investors, despite a net outflow of 210 million yuan from retail investors [3]

融资方面，信捷电气当日融资买入1274.94万元。当前融资余额2.80亿元，占流通市值的3.58%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，信捷电气1月6日融券偿还200.00股，融券卖出300.00股，按当日收盘价计算，卖出金额1.68 万元；融券余量6600.00股，融券余额37.07万元，超过近一年90%分位水平，处于高位。 1月6日，信捷电气涨1.59%，成交额1.80亿元。两融数据显示，当日信捷电气获融资买入额1274.94万 元，融资偿还2075.05万元，融资净买入-800.11万元。截至1月6日，信捷电气融资融券余额合计2.81亿 元。 分红方面，信捷电气A股上市后累计派现4.42亿元。近三年，累计派现2.85亿元。 机构持仓方面，截止2025年9月30日，信捷电气十大流通股东中，永赢先进制造智选混合发起A （018124）位居第四大流通股东，持股507.19万股，相比上期减少265.13万股。易方达国证机器人产业 ETF（159530）位居第九大流通股东，持股260.08万股，为新进股东。香港中央结算有限公司退出十大 流通股东之列。 责任编辑：小浪快报 资料显示，无锡信捷电 ...

Group 1 - The Robot ETF (562500) has risen by 0.29% as of 10:02 AM, showing strong buying interest after an initial dip, indicating robust trading sentiment in the sector [1] - Key holdings include Keri Technology leading with a 3.95% increase, followed by Green Harmony rising 3.40%, with other stocks like Xinjie Electric and Mingzhi Electric also experiencing gains [1] - The trading volume exceeded 460 million yuan within the first 30 minutes of opening, reflecting high market activity and continued validation of the sector's strong growth potential [1] Group 2 - The Robot ETF (562500) is the only robot-themed ETF in the market with a scale exceeding 20 billion yuan, covering various segments such as humanoid robots, industrial robots, and service robots, facilitating investor access to the entire robot industry chain [2]

Investment Rating - The report maintains a "Recommended" rating for the mechanical industry, with a focus on AI equipment and consumables, as well as humanoid robots [1] Core Insights - The mechanical industry is expected to enter a new recovery cycle driven by monetary and fiscal policies, with significant investment opportunities in the industrial control sector, robotics, machine tools, and AI equipment [6][8] - The AI equipment and consumables sector is experiencing a surge in demand due to the rapid iteration of AI models and smart hardware applications, leading to increased requirements for high-performance servers and advanced PCBs [6][21] - The humanoid robot industry is transitioning from concept validation to commercialization, presenting unique investment opportunities in companies with productization capabilities in key components and solutions [6][21] Summary by Sections Industry Overview - The mechanical industry comprises 634 listed companies with a total market capitalization of 6.37 trillion yuan and a circulating market value of 5.29 trillion yuan [3] Company Earnings Forecasts and Valuations - Key companies in the mechanical sector are projected to have strong earnings growth, with several receiving a "Strong Buy" rating, including: - Huichuan Technology: EPS forecast of 2.11 yuan in 2025, with a PE ratio of 35.72 [2] - Falan Technology: EPS forecast of 0.60 yuan in 2025, with a PE ratio of 19.85 [2] - Xinjie Electric: EPS forecast of 1.83 yuan in 2025, with a PE ratio of 30.13 [2] - Okoyi: EPS forecast of 0.71 yuan in 2025, with a PE ratio of 44.86 [2] - Other notable companies include Anhui Heli, Su Shi Testing, and Sany Heavy Industry, all rated as "Strong Buy" [2] Market Performance - The mechanical sector has shown a 1.0% increase in the recent week, outperforming the broader market indices [10][15] - The absolute performance over the last 12 months is 40.7%, indicating strong growth relative to other sectors [4] Investment Recommendations - The report suggests focusing on companies in various sub-sectors, including: - Industrial control: Huichuan Technology, Xinjie Electric, and Weichuang Electric [6] - Robotics: Keli Sensor, Donghua Testing, and Mingzhi Electric [6] - Machine tools: Haitai Precision, Neway CNC, and Huacheng Equipment [6] - Consumables: Dingtai High-Tech and Zhongtung High-Tech [6] - Testing: Huace Testing and Guandian Measurement [6] - Engineering machinery: Sany Heavy Industry and XCMG [6] - Forklift industry: Anhui Heli and Hangcha Group [6] - Laser industry: Ruike Laser and Plit [6] - Logistics equipment: Falan Technology and Lanjian Intelligent [6] - Rail transit equipment: CRRC and Times Electric [6] - 3C equipment: Kuaike Intelligent and Bozhong Precision [6]

从基金十大重仓股角度 数据显示，招商基金旗下1只基金重仓信捷电气。招商能源转型混合A（013871）三季度减持3.06万股， 持有股数8.42万股，占基金净值比例为3.73%，位居第九大重仓股。根据测算，今日浮亏损失约4.72万 元。 12月31日，信捷电气跌1%，截至发稿，报55.35元/股，成交1.09亿元，换手率1.41%，总市值86.98亿 元。 资料显示，无锡信捷电气股份有限公司位于江苏省无锡市滨湖区建筑西路816号信捷大厦，成立日期 2008年4月22日，上市日期2016年12月21日，公司主营业务涉及工业自动化控制产品的研发、生产和销 售,为OEM自动化行业提供智能控制系统解决方案。主营业务收入构成为：设备销售及其他主营业务 99.78%，其他(补充)0.22%。 截至发稿，任琳娜累计任职时间8年37天，现任基金资产总规模6.68亿元，任职期间最佳基金回报 119.55%， 任职期间最差基金回报-45.57%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 ...

无锡信捷电气股份有限公司 关于 2024 年限制性股票激励计划预留授予结果公告 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： | 限制性股票登记日 | 2025年12月29日 | | --- | --- | | 限制性股票登记数量 | 26.00万股 | 根据《上市公司股权激励管理办法》（以下简称"《管理办法》"）、上海证券 交易所和中国证券登记结算有限责任公司上海分公司的有关规定，无锡信捷电气 股份有限公司（以下简称"公司"）完成了 2024 年限制性股票激励计划（以下 简称"本激励计划"）预留授予部分限制性股票的登记工作。现将有关事项说明 如下： 一、股权激励计划前期基本情况 证券代码：603416 证券简称：信捷电气 公告编号：2025-056 无锡信捷电气股份有限公司（以下简称"公司"）2024 年限制性股票激励计 划（以下简称"本次激励计划"）方式为限制性股票，股份来源为公司从二级市 场回购的本公司人民币 A 股普通股股票，拟授予的权益数量为 131.50 万股，占 公司总股本比例为 0.84%。其 ...