格隆汇1月26日丨亿嘉和（维权）(603666.SH)公布，经公司财务部门初步测算，预计2025年年度实现归 属于母公司所有者的净利润为－3,500万元到－2,400万元。与上年同期归属于母公司所有者的净利润－ 21,812.76万元相比，预计亏损大幅收窄。预计2025年年度实现归属于母公司所有者的扣除非经常性损益 后的净利润为－6,600万元到－4,400万元。 公司持续推进"机器人+行业"的发展战略，看好并布局具身智能等技术领域，保持在电网、商用清洁、 新能源充电、轨道交通等行业的资源投入，积极拓展相关业务，公司虽一直持续开展各项管理优化工 作，本期整体费用较去年同期有所下降，但仍保持了较高水平，对公司利润影响较大。公司2025年度仍 处于亏损状态，但亏损较2024年度大幅收窄。 ...

公司持续推进"机器人+行业"的发展战略，看好并布局具身智能等技术领域，保持在电网、商用清洁、 新能源充电、轨道交通等行业的资源投入，积极拓展相关业务，公司虽一直持续开展各项管理优化工 作，本期整体费用较去年同期有所下降，但仍保持了较高水平，对公司利润影响较大。公司2025年度仍 处于亏损状态，但亏损较2024年度大幅收窄。 格隆汇1月26日丨亿嘉和(603666.SH)公布，经公司财务部门初步测算，预计2025年年度实现归属于母公 司所有者的净利润为－3,500万元到－2,400万元。与上年同期归属于母公司所有者的净利润－21,812.76 万元相比，预计亏损大幅收窄。预计2025年年度实现归属于母公司所有者的扣除非经常性损益后的净利 润为－6,600万元到－4,400万元。 ...

证券代码：603666 证券简称：亿嘉和 公告编号：2026-003 亿嘉和科技股份有限公司 2025 年年度业绩预告 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。 本业绩预告适用情形：净利润为负值。 亿嘉和科技股份有限公司（以下简称"公司"）预计 2025 年年度实现归 属于母公司所有者的净利润为－3,500 万元到－2,400 万元。与上年同期归属于 母公司所有者的净利润－21,812.76 万元相比，预计亏损大幅收窄。 公司预计 2025 年年度实现归属于母公司所有者的扣除非经常性损益后 的净利润为－6,600 万元到－4,400 万元。 一、本期业绩预告情况 （一）业绩预告区间 2025 年 1 月 1 日至 2025 年 12 月 31 日。 重要内容提示： 公司持续推进"机器人+行业"的发展战略，看好并布局具身智能等技术领 域，保持在电网、商用清洁、新能源充电、轨道交通等行业的资源投入，积极拓 展相关业务，公司虽一直持续开展各项管理优化工作，本期整体费用较去年同期 有所下降，但仍保持了较高水平，对公司利润影响较大 ...

南财智讯1月26日电，亿嘉和发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为-3500 万元至-2400万元；预计2025年全年归属于上市公司股东的扣除非经常性损益的净利润为-6600万元 至-4400万元。公司持续推进"机器人+行业"的发展战略，看好并布局具身智能等技术领域，保持在电 网、商用清洁、新能源充电、轨道交通等行业的资源投入，积极拓展相关业务，公司虽一直持续开展各 项管理优化工作，本期整体费用较去年同期有所下降，但仍保持了较高水平，对公司利润影响较大。公 司2025年度仍处于亏损状态，但亏损较2024年度大幅收窄。 ...

Investment Rating - The report assigns an "Accumulate" rating for the robotics industry [4]. Core Insights - The report highlights the deepening strategies of overseas giants, with OpenAI entering the robotics field and the acceleration of embodied intelligence in Europe. In China, new products and operational scenarios are flourishing, with breakthroughs in both production scale and data elements. The investment and financing market is robust, leading to an expansion of the robotics supply chain and production capacity [2][3]. Summary by Sections Industry News and Company Dynamics - Optimus is already operational in factories and is expected to begin consumer sales by the end of 2027. CEO Elon Musk confirmed this timeline at the World Economic Forum in Davos, stating that several units are currently performing simple tasks and will be ready for more complex operations soon [6][7]. - Yushutech announced that it exceeded 5,500 units in actual sales of humanoid robots for 2025, with over 6,500 units produced. The company clarified that this figure refers to actual sales delivered to end customers [7]. - Shanghai Jiao Tong University and Jieke Robotics have established a joint research center focused on general intelligent robots, aiming for breakthroughs in core technologies and industrial applications [7]. Investment and Financing Dynamics - The financing demand in the robotics sector is increasing, with Skild AI raising approximately $1.4 billion in funding led by SoftBank and NVIDIA, focusing on developing a general robotic "brain" [9]. - Zhejiang Human Robot Innovation Center completed a Pre-A round financing of 450 million yuan, with a strong lineup of investors, aimed at advancing core technologies and scaling production [9]. - Huari Technology plans to go public in Hong Kong, focusing on machine vision and autonomous mobile robots [9]. Investment Recommendations - The report recommends focusing on both complete robotics manufacturers and core component suppliers. Key recommendations include: 1. Actuators and motors: Recommended companies include Zhaowei Electromechanical, with related companies being Mingzhi Electric and Jiechang Drive. 2. Reducers: Related companies include Ruidi Zhichu and Haoneng Co. 3. Screw components: Recommended company is Hengli Hydraulic, with related companies being Zhejiang Rongtai and Best. 4. Screw equipment: Recommended company is Qin Chuan Machine Tool, with related companies being Rifa Precision and Huachen Equipment. 5. Bearings: Recommended company is Longxi Co. 6. Sensors: Recommended companies include Donghua Testing and Anpeilong, with related companies being Lingyun Co. 7. Complete machines: Related companies include Ubtech and Yijiahe [10][12].

证券日报网讯1月22日，亿嘉和（603666）在互动平台回答投资者提问时表示，根据国家电网近期发布 的相关计划，"十五五"期间国家电网固定资产投资预计达到4万亿元，较"十四五"投资增长40%，用于 新型电力系统建设。同时国家电网将夯实数智基础设施，实施"人工智能+"专项行动，强化电网数字赋 能。电力机器人符合电网向"人工智能+"方向发展的趋势。公司长期深耕电力领域，持续推进电力机器 人的研发、应用及服务，未来，公司将紧密关注行业政策动向与市场招标进展，积极把握电网智能化建 设带来的发展机遇。政策推进进度、电网投资规划的具体实施存在不确定性，敬请广大投资者注意投资 风险。 ...

Core Insights - The Ministry of Industry and Information Technology (MIIT) plans to promote humanoid robot technology innovation and upgrade, aiming to drive the development of the broader computing intelligence industry [1] - MIIT will enhance the quality inspection and testing of humanoid robot products, focusing on network and data security, and will conduct research on technology ethics [1] - The ministry aims to strengthen the support of the National Artificial Intelligence Industry Investment Fund for humanoid robots and establish an open-source community for humanoid robots [1] Company and Industry Overview - KaiLong High-Tech focuses on intelligent testing of dexterous hands and components, covering complete machines, parts, and application scenario testing, emphasizing "environmental protection + industry" [2] - Jizhi Co., Ltd. plans to acquire PuMai Technology to integrate testing capabilities from core components to complete machine performance [2] - Guodian Measurement provides comprehensive testing capabilities covering the entire robot industry chain, including software, chips, and reliability [2] - Huace Testing specializes in consumer robots, offering safety, energy efficiency, and electromagnetic compatibility testing services [2] - Weikai Testing Technology actively develops inspection and testing services for the robotics field and participates in building public technology service platforms [2] - The National Robot Testing and Evaluation Center provides authoritative third-party testing and CR certification, with comprehensive testing capabilities for industrial, service, and special robots [3] - Jiangsu Sujian Intelligent Equipment focuses on testing, certification, and technical consulting for industrial robots, service robots, and related components [3] - Tianqi Co. and Junpu are industry cross-players providing application-level testing and validation for robot products based on specific industrial scenarios [3]

Investment Rating - The report assigns an "Overweight" rating to the robotics industry, indicating a projected performance that exceeds the Shanghai and Shenzhen 300 Index by more than 15% [5][26]. Core Insights - The robotics industry is experiencing significant advancements with the release of the "World Model" by 1X Technologies, which enables the NEO robot to achieve autonomous learning, marking a pivotal step towards embodied intelligence [5][7]. - There is a robust demand in the investment and financing market, with notable funding rounds such as Skild AI securing $1.4 billion to develop a general-purpose robot "brain" [5][13]. - The domestic market is witnessing a surge in new products and applications, with companies like Matrix Super Intelligence and Kepler Robotics making strides in humanoid robot capabilities [5][8][10]. Summary by Sections Industry News and Company Developments - 1X Technologies launched the "World Model" for its NEO humanoid robot, allowing it to autonomously learn and execute tasks based on real-world physics [7]. - Humanoid and Schaeffler announced a strategic partnership to integrate humanoid robots into manufacturing, enhancing industrial automation [7]. - The CES 2026 showcased significant participation from Chinese humanoid robot companies, highlighting advancements in technology and applications [12]. Investment and Financing Dynamics - Skild AI raised $1.4 billion from major investors including SoftBank and NVIDIA, emphasizing a shift in focus from hardware to the cognitive capabilities of robots [13]. - The domestic company Self-Variable Robotics completed a 1 billion yuan A++ financing round led by ByteDance, indicating strong investor interest in the sector [13]. - The first robot leasing platform, "Qingtian Rent," successfully completed seed financing, demonstrating a growing business model in the robotics market [13]. Investment Recommendations - The report recommends focusing on both complete robot manufacturers and core component suppliers, including actuators, motors, reducers, and sensors, with specific companies highlighted for investment [5][18]. - Key recommended companies include Zhaowei Electromechanical, Mingzhi Electric, and Jiechang Drive for actuators and motors, and others for reducers and precision components [18].

1月15日，亿嘉和（维权）盘中下跌2.01%，截至10:10，报32.11元/股，成交7709.81万元，换手率 1.16%，总市值66.00亿元。 资金流向方面，主力资金净流出440.39万元，特大单买入100.69万元，占比1.31%，卖出110.76万元，占 比1.44%；大单买入1533.40万元，占比19.89%，卖出1963.72万元，占比25.47%。 亿嘉和今年以来股价涨8.11%，近5个交易日涨0.44%，近20日涨9.11%，近60日涨4.42%。 资料显示，亿嘉和科技股份有限公司位于江苏省南京市雨花台区创思路5号，成立日期1999年4月6日， 上市日期2018年6月12日，公司主营业务涉及主要从事特种机器人产品的研发、生产、销售及相关服务, 充分融合移动、感知、操作、人工智能、数据分析等机器人相关技术,面向电力、消防、新能源、轨道 交通等行业领域,提供多样化的智能产品、智能服务和系统解决方案。主营业务收入构成为：机器人产 品57.01%，智能电网设备及智能自动化设备25.28%，其他(补充)15.33%，无人机巡检服务2.38%。 亿嘉和所属申万行业为：机械设备-自动化设备-机器人。所属 ...

证券代码：603666 证券简称：亿嘉和 公告编号：2026-002 ● 截至本公告披露日，亿嘉和科技股份有限公司（以下简称"公司"）控股股东朱付云女士，直接持有公 司股份4,914.54万股，占公司当前总股本20,553.0420万股的23.91%。朱付云女士本次办理延期购回前期 质押给华泰证券股份有限公司（以下简称"华泰证券"）的1,430万股公司股票后，朱付云女士累计质押 公司股份1,430万股，占其所持有公司股份的29.10%，占公司总股本比例6.96%。 ● 朱付云女士以及由其担任执行事务合伙人的南京瑞蓓创业投资管理中心（有限合伙）（以下简称"南 京瑞蓓"）合计持有公司股份7,464.61万股，占公司总股本的36.32%。本次办理股份质押延期购回手续 后，朱付云女士及其实际控制企业南京瑞蓓累计质押股份1,430万股，占合计所持公司股份总数的 19.16%，占公司总股本的6.96%。 公司于近日收到控股股东朱付云女士关于部分股份质押延期购回的通知，获悉其将质押给华泰证券的 1,430万股公司股票办理了延期购回手续。现将具体情况公告如下： 一、本次延期购回股票情况 ■ 上述延期购回的股份不存在被用作重大 ...