格隆汇8月4日丨中马传动(603767.SH)公布股票交易异常波动公告，公司关注到近期市场对于机器人相 关概念的关注度较高，经自查，公司所生产的新能源汽车减速器主要用于新能源汽车，不涉及机器人业 务，敬请广大投资者关注二级市场交易风险，理性决策，谨慎投资。 ...

人民财讯8月4日电，中马传动（603767）8月4日晚间发布股票交易异常波动公告，公司股票连续2个交 易日内日收盘价格涨幅偏离值累计超过20%。公司关注到近期市场对于机器人相关概念的关注度较高， 经自查，公司所生产的新能源汽车减速器主要用于新能源汽车，不涉及机器人业务。 ...

每经AI快讯，8月4日，中马传动（603767）(603767.SH)发布异动公告，公司关注到近期市场对于机器 人相关概念的关注度较高，经自查，公司所生产的新能源汽车减速器主要用于新能源汽车，不涉及机器 人业务，敬请广大投资者关注二级市场交易风险，理性决策，谨慎投资。 ...

中马传动公告，股票于2025年8月1日和8月4日连续2个交易日内日收盘价格涨幅偏离值累计超过20%， 根据交易规则属于股票交易异常波动。经自查，公司生产经营正常，市场环境、行业政策无重大调整。 截至公告披露日，公司无未披露的重大信息，且不涉及机器人业务。公司董事、监事、高管及控股股东 在股价异常波动期间未买卖公司股票。公司提醒投资者股价上涨风险，并注意业绩下滑风险，预计2025 年半年度净利润同比减少65.63%到75.82%。 ...

Market Overview - The market opened lower but rebounded throughout the day, with all three major indices rising. The total trading volume reached 1.52 trillion [1] - The military industry sector saw a significant surge, with over 20 stocks including North Long Dragon and Great Wall Military Industry hitting the daily limit [1][4] - The robotics sector also performed strongly, with stocks like Zhejiang Rongtai and Dongjie Intelligent reaching their limits [1][6] - Solid-state battery concepts experienced a rise, with Shanghai Xiba hitting a new high [1] Key Sectors Military Industry - The military sector experienced a substantial increase, with stocks like Hengyu Xintong and Aerospace Electronics hitting their daily limits. Notable stocks such as Great Wall Military Industry and North Long Dragon reached historical highs [4] - A catalyst for this surge was the report from Global Times stating that the Pakistani military has integrated Chinese-made Z-10ME armed helicopters into its aviation units [4] Robotics - The robotics sector saw a notable rise, with companies like Zhongma Transmission and Dongjie Intelligent achieving consecutive limit-ups. The World Robot Conference is scheduled to take place from August 8 to 12 in Beijing [6][8] - DJI is set to launch its first sweeping robot product "Romo" on August 6 [6] AI Applications - The AI applications sector continued to perform well, with companies like Nengke Technology and Huashengchang hitting their limits. Barclays reported that the AI website building tool Lovable achieved an annual recurring revenue of $100 million in just eight months [9][11] - OpenAI is expected to officially release the new GPT-5 model in early August, which could significantly impact the AI programming landscape [9][11] Stock Performance - Great Wall Military Industry (stock code: 601606) reached a price of 38.83 with a 10% increase and a market cap of 28.12 billion [5] - Dongjie Intelligent (stock code: 300486) saw a price of 16.99 with a 19.99% increase [7] - Nengke Technology (stock code: 603859) reached a price of 42.61 with a 9.99% increase and a market cap of 10.43 billion [10]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 836871 | 派特尔 | 18.03 | -4.50% | 3.47万 | 6270.12万 | | | 603922 | 全鸡顺 | 21.40 | -4.12% | 16.87万 | | 3.51 Z | | 605255 | 天普股份 | 24.92 | -3.04% | 5.27万 | | 1.31亿 | | 603121 | 华培动力 | 22.08 | -2.04% | 8.59万 | | 1.89亿 | | 832978 | 开特股份 | 22.96 | -1.03% | 1.70万 | 3892.44万 | | | 920106 | 林泰新材 | 95.18 | -0.94% | 6045.56 | 5769.16万 | | | 603409 | 汇通控股 | 36.26 | -0.93% | 3.27万 | | 1.18亿 | | 002537 | 海联金汇 | 9.34 | -0.85% | 44.59万 | ...

Group 1 - The core viewpoint of the news is that Zhongma Transmission (603767) has experienced a significant stock price increase of 9.99%, closing at 21.9 yuan, with a trading volume of 134,900 hands and a transaction amount of 286 million yuan as of August 4, 2025 [1] - The company reported a total operating revenue of 201 million yuan for Q1 2025, a year-on-year decrease of 15.14%, and a net profit attributable to shareholders of 6.05 million yuan, down 59.67% year-on-year [1] - The company's liquidity ratios are strong, with a current ratio of 4.393 and a quick ratio of 3.496, while the debt-to-asset ratio stands at 14.71% [1] Group 2 - Zhongma Transmission has made investments in 5 external companies and participated in 8 bidding projects, indicating active engagement in business expansion [2] - The company holds 6 trademark registrations and 150 patents, showcasing its focus on intellectual property and innovation [2] - Additionally, Zhongma Transmission has obtained 9 administrative licenses, reflecting its compliance and operational capabilities [2]

Market Overview - The A-share market experienced mixed fluctuations on August 4, with the three major indices showing varied performance. The military and banking sectors saw gains, while the previously strong innovative drug sector faced a pullback [1][2]. Military and Aerospace Sector - The military and commercial aerospace sectors surged, with companies like Great Wall Military (601606) and Guoji Precision (002046) hitting their daily limit and achieving historical highs. Aileda (300696) also reached a "20CM" limit up [1]. - Recent advancements in commercial aerospace networking have accelerated, with a record set for low-orbit satellite constellation launches, as reported by Aerospace Science and Technology (000901) [1]. Banking Sector - Banking stocks collectively strengthened, with Agricultural Bank's stock price reaching a historical high during the morning session [3]. - Five listed banks, including Hangzhou Bank (600926) and Qilu Bank (601665), reported positive net profit growth for the first half of 2025, with four banks achieving double-digit growth rates. Overall, the banking sector's asset quality remains stable, and profit growth is expected to continue [4]. Tax Policy Impact - The Ministry of Finance and the State Administration of Taxation announced that starting August 8, interest income from newly issued government bonds, local government bonds, and financial bonds will be subject to value-added tax. Analysts suggest that banks and insurance institutions may increase their allocation of high-dividend assets [5]. Robotics Sector - The robotics and reducer concepts continued to show strength, with Zhongma Transmission (603767) achieving two consecutive limit-ups. The World Robot Conference 2025 is set to take place from August 8 to 12, showcasing over 1,500 exhibits from more than 200 domestic and international robotics companies [6]. - The International Semiconductor Industry Association (SEMI) predicts that the global robotics market will exceed $400 billion by 2029, with China accounting for nearly half of this market and leading with a compound annual growth rate of approximately 15% [6]. Company-Specific News - Cixing Co., Ltd. (300307) saw a decline of 4.53%, with a total market value of 6.195 billion [7]. - Cixing announced the termination of its plan to acquire 75% of Shenyang Shunyi Technology Co., Ltd. due to failure to reach consensus on commercial terms after multiple negotiations. This marks the second time this year that Cixing has terminated an asset acquisition [9][10].

近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.08.01 | 10.00 | 10.78 | 19795.37 | | 2025.07.31 | -5.63 | 10.68 | -6160.47 | | 2025.07.30 | 9.98 | 10.43 | 18294.90 | | 2025.07.29 | -0.91 | 2.37 | 89.89 | | 2025.07.28 | 0.51 | 3.71 | 2093.59 | | 2025.07.25 | 1.63 | 3.86 | -404.92 | | 2025.07.24 | 0.29 | 2.62 | -588.55 | | 2025.07.23 | -1.49 | 3.66 | -1944.41 | | 2025.07.22 | -4.12 | 7.11 | -4369.12 | | 2025.07.21 | -2.15 | 6.43 | -1993.68 | （文章来源：证券时报网） 中马传动再度涨停，4个交易日内录得3个涨停， ...

Group 1 - The reducer sector experienced a rise on August 4, with notable gains in several companies [1] - Zhongma Transmission reached the daily limit increase, indicating strong market interest [1] - Other companies such as Construction Industry, Weili Transmission, and Fuda Co. also saw significant increases in their stock prices [1]