每经AI快讯，亿嘉和1月26日晚间发布业绩预告，预计2025年年度实现归属于母公司所有者的净利润 为-3500万元到-2400万元。与上年同期归属于母公司所有者的净利润约-2.18亿元相比，预计亏损大幅收 窄。业绩变动主要原因是，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。 每经头条（nbdtoutiao）——国际金价冲破5000美元！7年涨了280%，什么时候才见顶？专家：关键还 看美元，重点关注国际货币体系、降息和科技革命 （记者 王晓波） ...

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].

Core Viewpoint - The company Yijiahe (603666) is poised to benefit from the National Grid's investment plans, which are expected to reach 4 trillion yuan during the 14th Five-Year Plan, representing a 40% increase compared to the previous plan, focusing on the construction of a new power system [1] Group 1: Investment and Growth Opportunities - The National Grid's fixed asset investment is projected to significantly increase, with a focus on new power system construction [1] - The company is actively engaged in the research, application, and service of power robots, aligning with the trend of digital empowerment in the power grid [1] - The company plans to closely monitor industry policy developments and market bidding progress to seize opportunities arising from the intelligent construction of the power grid [1] Group 2: Strategic Initiatives - The National Grid will strengthen its digital infrastructure and implement an "Artificial Intelligence +" initiative to enhance the digital capabilities of the power grid [1] - The development of power robots is in line with the grid's shift towards artificial intelligence, indicating a strategic alignment with industry trends [1]

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].

Core Viewpoint - The stock of Yijiahe has experienced a decline of 2.01% on January 15, with a current price of 32.11 CNY per share and a total market capitalization of 6.6 billion CNY. The company has seen a year-to-date stock price increase of 8.11% [1] Company Overview - Yijiahe Technology Co., Ltd. is located in Nanjing, Jiangsu Province, and was established on April 6, 1999. The company was listed on June 12, 2018. Its main business involves the research, development, production, sales, and related services of special robot products, integrating technologies such as mobility, perception, operation, artificial intelligence, and data analysis [1] - The revenue composition of Yijiahe includes: 57.01% from robot products, 25.28% from smart grid equipment and automation devices, 15.33% from other services, and 2.38% from drone inspection services [1] Financial Performance - For the period from January to September 2025, Yijiahe achieved an operating income of 356 million CNY, a year-on-year decrease of 11.24%. The net profit attributable to the parent company was -42.32 million CNY, showing a year-on-year increase of 47.26% [2] - Since its A-share listing, Yijiahe has distributed a total of 169 million CNY in dividends, with no dividends paid in the last three years [3] Shareholder Information - As of September 30, 2025, Yijiahe had 25,100 shareholders, a decrease of 2.68% from the previous period. The average number of circulating shares per person increased by 2.28% to 8,186 shares [2] - The top ten circulating shareholders include notable entities such as Huaxia CSI Robot ETF, which holds 3.40 million shares, and Hong Kong Central Clearing Limited, a new shareholder with 3.05 million shares [3]