截至2025年12月30日 14:09，机器人ETF(159770)盘中换手6.2%，成交6.65亿元。跟踪的中证机器人指数(H30590)强势上涨 3.39%，成分股步科股份(688160)上涨20.00%，绿的谐波(688017)上涨11.65%，新时达(002527)上涨10.01%，宏英智能(001266)， 鸣志电器(603728)等个股跟涨。 截至12月29日，机器人ETF(159770)最新规模达105.27亿元，最新份额达102.63亿份，均创成立以来新高。 资金流入方面，机器人ETF(159770)最新资金净流入3384.68万元。拉长时间看，近5个交易日内有4日资金净流入，合计"吸 金"2.06亿元。 【产品亮点】 机器人ETF(159770)深市规模最大的机器人主题ETF，成分股覆盖人形机器人、工业机器人、服务机器人等多个细分领域，帮助 投资者一键布局机器人上中下游产业链。 【相关产品】 机器人ETF(159770)，对应场外联接基金(A：014880；C：014881)。 据业内最新消息，Optimus即将发包，2026年Q1开始分批交付，覆盖2026年8-10万台全部产能。 相关机构 ...

Core Insights - The actuator industry in China has established a complete industrial chain, with upstream focusing on raw materials and core technology components, midstream accelerating towards intelligent development, and downstream driven by traditional industries and emerging fields like robotics and renewable energy [1][5][9]. Industry Overview - Actuators are critical components in automation control systems, converting controller signals into mechanical actions to regulate production parameters [2][3]. - The actuator market is projected to reach 33 billion yuan in 2024 and 82 billion yuan by 2030, driven by technological upgrades and domestic replacements [1][13]. Upstream Development - The upstream sector includes key components like motors, reducers, and sensors, with domestic breakthroughs in motors and reducers, but a notable gap in high-end precision components like encoders [7][9]. - Domestic companies have made significant progress in servo motors and harmonic reducers, but high-end encoder markets remain dominated by international firms [7][9]. Downstream Demand - The demand for actuators is characterized by a dual structure of traditional and emerging markets, with industrial automation as the foundation and new energy and robotics as growth drivers [9][10]. - The humanoid robot sector is expected to see explosive growth, with the market projected to increase from approximately 2.4 billion yuan in 2025 to 25.4 billion yuan by 2030, highlighting the actuator's role as a core component [11][12]. Market Segmentation - The actuator market is segmented into electric, pneumatic, hydraulic, and special actuators, with electric actuators leading growth due to their advantages in smart applications [14][15]. - The electric actuator market is expected to reach 17.8 billion yuan by 2025, while pneumatic and hydraulic actuators maintain stable growth in their respective applications [14][15]. Competitive Landscape - The actuator industry features a diverse competitive landscape with foreign brands dominating high-end markets and domestic leaders making significant inroads through innovation and localization [15][16]. - Domestic brands are expected to capture 58% of the market share by 2024, with projections to exceed 70% by 2030, driven by technological advancements and market responsiveness [15][16]. Future Trends - The industry is set to evolve with a focus on technological innovation, market optimization, and industrial upgrades, emphasizing the integration of IoT and AI into actuator products [16][17]. - The market will see a shift towards high-end applications and a collaborative development model among core and supporting enterprises, enhancing overall competitiveness [18].

从资金流向上来看，当日电机板块主力资金净流入9.55亿元，游资资金净流出1.62亿元，散户资金净流出 7.93亿元。电机板块个股资金流向见下表： | 代码 | 名称 | 主力净流入 (元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002196 方正电机 | | 3.80 Z | 21.63% | -1.22 乙 | -6.95% | -2.58 Z | -14.68% | | 002249 大洋电机 | | 1.57 Z | 11.15% | -1728.43万 | -1.22% | -1.40 Z | -9.92% | | 003021 兆威机电 | | 1.49 Z | 10.79% | -296.19万 | -0.21% | -1.46 Z | -10.57% | | 600580 卧龙电驱 | | 7790.93万 | 1.09% | 1.06亿 | 1.48% | -1.84 Z | -2.57% | | 600416 湘电股份 | | ...

Market Performance - The electric motor sector increased by 0.9% compared to the previous trading day, with Huayang Intelligent leading the gains [1] - The Shanghai Composite Index closed at 3940.95, up 0.53%, while the Shenzhen Component Index closed at 13486.42, up 0.88% [1] Stock Performance - Huayang Intelligent (301502) closed at 44.19, with a rise of 2.27% and a trading volume of 6007.13 lots, amounting to 26.40 million yuan [1] - Weiguang Co. (002801) closed at 33.96, up 2.14%, with a trading volume of 22,200 lots and a turnover of 75.11 million yuan [1] - Xiangming Intelligent (301226) closed at 31.70, increasing by 1.99%, with a trading volume of 78,800 lots and a turnover of 256 million yuan [1] - Other notable stocks include Benrui Co. (300626) at 14.31 (+1.92%), Shenli Co. (618809) at 11.41 (+1.78%), and Dongyang Electric (002249) at 10.29 (+1.68%) [1] Capital Flow - The electric motor sector experienced a net outflow of 250 million yuan from main funds, while retail investors saw a net inflow of 287 million yuan [2] - The detailed capital flow indicates that Jiadian Co. (000922) had a main fund net inflow of 17.77 million yuan, while it faced a retail net outflow of 25.08 million yuan [3] - Shenli Co. (603813) had a main fund net inflow of 6.99 million yuan but also saw a retail net outflow of 6.20 million yuan [3]

Group 1 - The market showed a significant recovery on December 22, with the Robotics Index ETF (560770) rising by 1.84%, and key component stocks such as Siasun Robot & Automation Co., Ltd. increasing by 10.35% [1] - The introduction of the Yushutech G1 humanoid robot at Wang Leehom's concert in Chengdu on December 18 marked the world's first concert featuring a robot on stage, performing "Firepower Fully Open" [1] - Tesla released an annual report video on December 19 showcasing rapid technological advancements of its humanoid robot, Optimus, from basic movements to complex interactions over the past year [1] Group 2 - CITIC Securities highlighted the ongoing overseas capacity planning in the robotics supply chain, suggesting a focus on high-quality segments as mass production approaches [1] - The Trump administration's emphasis on the development of the robotics sector is expected to elevate the strategic importance of the U.S. robotics industry, with potential positive implications for domestic policies [1] - The robotics sector is anticipated to experience a resurgence following previous corrections, with upcoming events such as Gen3 launches, new product releases, and Yushutech's IPO progress being key catalysts to watch [1] Group 3 - The Robotics Index ETF (560770) tracks the CSI Robotics Index, which includes top ten component stocks such as iFlytek, Huichuan Technology, Top Group, Dahua Technology, Roborock, Dazhong Laser, and others, covering various segments of the robotics industry [2]

机器人ETF鹏华紧密跟踪国证机器人产业指数，国证机器人产业指数反映沪深北交易所机器人产业相关 上市公司的证券价格变化情况。 数据显示，截至2025年11月28日，国证机器人产业指数(980022)前十大权重股分别为双环传动 (002472)、科沃斯(603486)、绿的谐波(688017)、机器人(300024)、石头科技(688169)、拓普集团 (601689)、埃斯顿(002747)、中信重工(601608)、鸣志电器(603728)、汇川技术(300124)，前十大权重股 合计占比40.47%。 机器人ETF鹏华(159278)，场外联接(A：025698；C：025699；I：025700)。 规模方面，截至2025年12月18日，机器人ETF鹏华近1周规模增长1617.88万元。份额方面，机器人ETF 鹏华最新份额达11.04亿份，创成立以来新高。从资金净流入方面来看，机器人ETF鹏华近3天获得连续 资金净流入，合计"吸金"5784.12万元。 消息面方面，12月18日，知名艺人演唱会在成都举行，上演全球首个机器人舞台秀。 华安证券指出，近日宇树科技正式宣布上线人形机器人应用商店（AppStore ...

Group 1 - The mechanical sector has shown strong performance in 2025, with the Shenwan Mechanical Equipment Index rising by 36.11%, outperforming the Shanghai Composite Index by 19.74 percentage points and the Shenzhen Component Index by 8.78 percentage points [4][16][19] - In the first three quarters of 2025, the mechanical industry reported revenues of 15,135.34 billion yuan, a year-on-year increase of 7.35%, and a net profit attributable to shareholders of 1,080.76 billion yuan, up 16.80% year-on-year [4][22][27] - The public fund allocation ratio for the mechanical equipment sector increased by 0.25 percentage points in Q3 2025 compared to Q3 2024, indicating improved fundamentals and positive policy impacts [29] Group 2 - The equipment manufacturing industry has maintained export resilience, with significant growth in new overseas markets. From January to October 2025, the export delivery value of general equipment, specialized equipment, and transportation equipment reached 6,173.20 billion yuan, 5,319.30 billion yuan, and 4,124 billion yuan respectively, with year-on-year growth rates of 5.5%, 9.3%, and 24.20% [5][33][36] - The overseas sales of engineering machinery continued to grow, with a year-on-year increase of 11.84% in export value from January to October 2025, driven by technological innovation and diversified market strategies [37][41] - The motorcycle industry has established a strong competitive advantage in overseas markets, with exports reaching 1,101.85 million units and 7.278 billion USD in value from January to October 2025, reflecting a year-on-year increase of 22.28% and 28.2% respectively [42][43] Group 3 - The emergence of new manufacturing scenarios signifies a profound transformation from "single technology upgrades" to "systematic ecological restructuring," enhancing production efficiency, product quality, and innovation capabilities [5][46] - Human-shaped robots are expected to address customization challenges in traditional manufacturing, with a market space projected to expand significantly as they transition from industrial applications to household use [47][54] - The intelligent logistics equipment market in China is expected to grow rapidly, with a projected market size of 1,261 billion yuan in 2025, driven by advancements in IoT and AI technologies [64][72]

近日，公司完成了上述相关事项的备案登记手续。 关于完成工商备案登记的公告 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、准确性和完整性承担个别及连带责任。 上海鸣志电器股份有限公司（以下简称"公司"）分别于 2025 年 8 月 29 日、2025 年 9 月 26 日召开第五届董事会第六次会议、第五届监事会第四次会议、 2025 年第二次临时股东大会，审议通过了《关于取消监事会并修订<公司章程> 的议案》，具体内容详见公司于 2025 年 8 月 30 日在指定信息披露媒体披露的《关 于取消监事会并修订<公司章程>及修订、制定公司治理制度的公告》（公告编 号：2025-035）。 证券代码：603728 证券简称：鸣志电器 公告编号：2025-045 特此公告。 上海鸣志电器股份有限公司董事会 上海鸣志电器股份有限公司 2025 年 12 月 16 日 ...

Core Points - The Shanghai Composite Index closed at 3875.79 points, slightly down by 0.06%, with a total trading volume of 1.561665 trillion yuan [1] - A total of 34 A-shares have surpassed their annual moving average, with notable stocks showing significant deviation rates [1] Summary by Category Stock Performance - The stocks with the highest deviation rates from their annual moving average include: - Jingzhuan Technology (精锻科技) with a deviation rate of 5.10% and a daily increase of 6.03% [1] - Gongyuan Co., Ltd. (公元股份) with a deviation rate of 4.79% and a daily increase of 4.88% [1] - Mingzhi Electric (鸣志电器) with a deviation rate of 4.17% and a daily increase of 4.40% [1] - Other stocks that have just crossed their annual moving average include: - Hangcai Co., Ltd. (航材股份) and Wangneng Environment (旺能环境) with smaller deviation rates [1] Trading Data - The trading data for stocks that surpassed their annual moving average includes: - Jingzhuan Technology: Latest price 13.55 yuan, turnover rate 6.16% [1] - Gongyuan Co., Ltd.: Latest price 4.51 yuan, turnover rate 6.48% [1] - Mingzhi Electric: Latest price 67.35 yuan, turnover rate 2.57% [1] - Additional stocks with notable performance include: - Xiling Power (西菱动力) with a daily increase of 5.84% and a turnover rate of 4.99% [1] - Innotech (英诺特) with a daily increase of 3.48% and a turnover rate of 3.92% [1]

Core Points - The Shanghai Composite Index closed at 3875.79 points, slightly down by 0.06%, with a total trading volume of 1561.665 billion yuan [1] - A total of 56 A-shares have surpassed the half-year line, with notable stocks showing significant deviation rates [1] Summary by Category Market Performance - The Shanghai Composite Index is above the half-year line, indicating a stable market performance [1] - The total trading volume for A-shares today reached 1561.665 billion yuan [1] Notable Stocks - Stocks with the highest deviation rates from the half-year line include: - Huawu Co., Ltd. (300095) with a deviation rate of 12.77% and a price increase of 19.96% [1] - Hengerd (300946) with a deviation rate of 11.14% and a price increase of 20.01% [1] - Yingqu Technology (002925) with a deviation rate of 8.13% and a price increase of 10.02% [1] - Other stocks that have just crossed the half-year line include Ruifeng Bank, Baosheng Co., and Guosheng Zhike, which have smaller deviation rates [1] Detailed Stock Data - A detailed table lists various stocks, their trading performance, turnover rates, half-year line prices, latest prices, and deviation rates, highlighting the performance of each stock [1][2]