新华财经北京8月5日电新华财经和面包财经研究员根据上市公司的信披数据统计，2025年7月，沪深两市上市公司董监高及其关联人减持金额合计约57.5亿 元，涉及314家公司；增持金额合计约5.09亿元，涉及50家公司。增、减持金额相抵之后，净减持金额52.41亿元。 7月份，各行业中，电子行业减持金额居首位，电力设备行业增持金额最多。 从月度变化趋势来看，2025年7月，董监高及其关联人减持金额同比上升405.9%，环比上升45.52%；增持金额同比下降46.25%，环比上升65.32%。 图1：2024年7月至2025年7月沪深两市上市公司董监高及关联人月度增减持金额变化 国茂股份、竞业达、立华股份减持金额居前 2025年7月，沪深两市上市公司董监高及其关联人减持金额合计约57.5亿元，涉及314家公司。 具体来看，7月减持金额最多的个股为国茂股份。该公司董事徐彬、徐国忠通过二级市场买卖的方式合计减持1311.61万股，减持金额约1.86亿元。 竞业达减持金额排在第二位，该公司董事钱瑞，董事兼高管江源东、曹伟、张爱军通过竞价交易、大宗交易的方式合计减持854.94万股，减持金额约1.77亿 元。 7月董监高及其 ...

中国经济网北京8月1日讯国茂股份（603915）(603915.SH)昨日晚间披露《关于实际控制人及其一致行 动人权益变动触及1%刻度的提示性公告》。 本次权益变动不会导致公司控股股东、实际控制人发生变化，不会对公司治理结构及持续经营产生重大 影响。 根据公告，公司实际控制人徐国忠、徐彬及其一致行动人国茂减速机集团有限公司、沈惠萍、徐玲于 2025年7月15日至2025年7月31日期间，通过集中竞价的方式，合计减持公司无限售流通股6,526,100股， 其中，徐彬减持1,770,000股，徐国忠减持4,756,100股。徐国忠、徐彬与一致行动人合计持有公司股份比 例由66.58%减少至65.58%，权益变动触及1%刻度。根据减持均价15.57元/股计算，套现总金额约 101,611,377元。 本次权益变动前，徐国忠、徐彬与一致行动人合计持有公司股份43,717.0956万股，占66.58%；变动后 合计持有43,064.4856万股，占65.58%。 本次权益变动为股东履行此前披露的减持计划，不触及要约收购，本次减持事项与股东此前已披露的计 划、承诺一致。截至公告披露日，本次减持股份计划尚未实施完毕。 具体 ...

及其一致行动人权益变动触及 1%刻度的提示性公告 公司实际控制人徐国忠、徐彬及其一致行动人国茂减速机集团有限公司、沈惠萍、 徐玲保证向本公司提供的信息真实、准确、完整，没有虚假记载、误导性陈述或重大 遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： | 权益变动方向 | 比例增加□ | | 比例减少☑ | | --- | --- | --- | --- | | 权益变动前合计比例 | 66.58% | | | | 权益变动后合计比例 | 65.58% | | | | 本次变动是否违反已作出的 承诺、意向、计划 | 是□ | 否☑ | | | 是否触发强制要约收购义务 | 是□ | 否☑ | | 一、信息披露义务人及其一致行动人的基本信息 证券代码：603915 证券简称：国茂股份 公告编号：2025-024 江苏国茂减速机股份有限公司关于实际控制人 公司于 2025 年 7 月 31 日收到公司实际控制人徐国忠、徐彬及其一致行动人 国茂减速机集团有限公司、沈惠萍、徐玲发来的《关于权益变动比例触及 1%整 数倍的告知函》，徐彬、徐国忠于 2025 年 7 月 15 日至 ...

Core Viewpoint - On July 21, a total of 23 listed companies had their restricted shares unlocked, with a total market value of approximately 5.36 billion yuan [1] Summary by Category Restricted Share Unlocking - The specific details of the restricted share unlocking include: - Shandong High Energy (000803): 1.2772 million shares from equity incentive - Yueyang Xingchang (000819): 2.1525 million shares from equity incentive - Zhangyu A (000869): 2.0357 million shares from equity incentive - Sheneng Co., Ltd. (600642): 9.7161 million shares from equity incentive - Batian Co., Ltd. (002170): 1.2 million shares from equity incentive - Wanma Co., Ltd. (002276): 2.6112 million shares from equity incentive - Chuanfa Longmang (002312): 12.5 million shares from A-share issuance - Chengda Pharmaceutical (301201): 6.15594 million shares with extended lock-up period - Maoshuo Power (002660): 8.22983 million shares from A-share issuance - Laobaixing (603883): 193.6 thousand shares from equity incentive - Zhenbaodao (603567): 726.9 thousand shares from equity incentive - Lifang Pharmaceutical (003020): 234 thousand shares from equity incentive - Triangle Defense (300775): 110.4 thousand shares from equity incentive - Yidao Information (001314): 46.26 thousand shares from equity incentive - Honghe Technology (603256): 252.65 thousand shares from equity incentive - Guomao Co., Ltd. (603915): 165.8 thousand shares from equity incentive - Arrow Home (001322): 135.28 thousand shares from equity incentive - Hongying Intelligent (001266): 18 thousand shares from equity incentive - Kangpeng Technology (688602): 4.6189 million shares - Juyi Technology (688162): 108.1 thousand shares - Xidiwei (688173): 15.4 million shares - Aike Optoelectronics (688610): 68 thousand shares - Hangcai Co., Ltd. (688563): 180 thousand shares [1]

Investment Rating - The report indicates a positive investment outlook for the humanoid robot industry, highlighting significant growth potential driven by policy support and technological advancements [3][10]. Core Insights - The humanoid robot industry is experiencing rapid development, with government policies emphasizing embodied intelligence as a key focus for future industrial growth [10]. - Major companies are investing heavily in humanoid robotics, leading to accelerated technological progress and market expansion [3][8]. - The production of humanoid robots is set to increase significantly, with projections estimating a global market size of 150 billion yuan by 2029 [3][17]. Summary by Sections 1. Emergence of the Humanoid Robot Industry - The humanoid robot sector is entering a phase of industrialization, with advancements in AI enhancing interaction and learning capabilities [6][8]. 2. Harmonic Reducers: Acceleration of Domestic Production - Domestic manufacturers are ramping up production of harmonic reducers, which are critical components for humanoid robots [22][39]. 3. Planetary Roller Screws: Breakthrough in Domestic Production - The planetary roller screw market is expanding, with increasing applications in various industries, including automotive and robotics [56][68]. 4. Frameless Torque Motors: Domestic Performance Surpassing Expectations - Domestic frameless torque motors are showing competitive advantages in performance and cost, contributing to the overall growth of the humanoid robot market [28][29]. 5. Dexterous Hands: Technological Iteration and Upgrades - The development of dexterous hands is crucial for enhancing the functionality of humanoid robots, with ongoing technological improvements [22][28]. 6. Six-Dimensional Torque Sensors: Continuous Cost Reduction - The market for six-dimensional torque sensors is expected to grow as costs decrease, making them more accessible for humanoid robot applications [22][28]. 7. Market Potential and Production Plans - Companies like Tesla and Figure AI are planning significant production increases, with Tesla aiming for 5000 units in 2025 and up to 1 million units by 2029 [17][19].

一、信息披露义务人及其一致行动人的基本信息 证券代码：603915 证券简称：国茂股份 公告编号：2025-023 江苏国茂减速机股份有限公司关于实际控制人 及其一致行动人权益变动触及 1%刻度的提示性公告 公司实际控制人徐国忠、徐彬及其一致行动人国茂减速机集团有限公司、沈惠萍、 徐玲保证向本公司提供的信息真实、准确、完整，没有虚假记载、误导性陈述或重大 遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： | 权益变动方向 | 比例增加□ | | 比例减少☑ | | --- | --- | --- | --- | | 权益变动前合计比例 | 67.33% | | | | 权益变动后合计比例 | 66.33% | | | | 本次变动是否违反已作出的 承诺、意向、计划 | 是□ | 否☑ | | | 是否触发强制要约收购义务 | 是□ | 否☑ | | | 投资者名称 | 变动前股数 | 变动前比 | 变动后股数 | 变动后 比例 | 权益变动方 | 权益变动的 | | --- | --- | --- | --- | --- | --- | --- | | （万股） | ...

Market Overview - As of July 14, the Sci-Tech Innovation Artificial Intelligence ETF (Hua Xia, 589010) closed up 0.30%, with leading stocks such as Stone Technology rising by 9.61% and Aobo Zhongguang by 4.18% [1] - The Robot ETF (562500) showed a strong performance, closing up 1.78%, with leading stocks like Buke Co., Ltd. rising by 11.52% [1] - The trading volume reached 1.135 billion yuan, indicating a robust market activity with a turnover rate of 7.57% [1] Industry Trends - The robot concept stocks exhibited strong performance throughout the day, indicating a significant capital inflow [1] - The PEEK materials, Yushu Robotics, and reducer concept indices rose by 5.31%, 3.13%, and 2.90% respectively, reflecting the market's confidence in the commercialization of humanoid robots [1] - The acceleration of humanoid robot commercialization is supported by major contracts won by companies like Zhiyuan and Yushu Technology [1] Company Developments - Meta's CEO Mark Zuckerberg announced plans to invest "hundreds of billions" in building multiple large-scale AI data centers, including the first cluster "Prometheus" expected to launch in 2026 [2] - Robotics supplier "Langyi Robotics" completed a multi-million angel round financing led by Inno Angel Fund, focusing on mass production and technology upgrades for embodied navigation modules [2] - Amazon launched a preview version of its AI programming tool Kiro, which collaborates with programmers to define requirements and system designs before coding [2] Institutional Insights - Zhongyou Securities highlighted that the humanoid robot industry is undergoing a critical transition from technology validation to industrialization, with global competition and ecological restructuring as key features [3] - The investment strategy emphasizes companies with capabilities in "mass production + cost control + scene adaptation," as well as leaders in core components and AI algorithms [3] ETF Highlights - The Robot ETF (562500) is noted as the only fund in the market with over 10 billion yuan in scale, offering the best liquidity and comprehensive coverage of the Chinese robotics industry [4] - The Sci-Tech Innovation Artificial Intelligence ETF (Hua Xia, 589010) is characterized as the "brain" of robotics, capturing the "singularity moment" in the AI industry with a 20% price fluctuation range [5]

证券代码：603915 证券简称：国茂股份 公告编号：2025-022 江苏国茂减速机股份有限公司 关于股权激励限制性股票回购注销实施的公告 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法律责任。 重要内容提示： 2、2025 年 5 月 20 日，公司召开 2024 年年度股东大会，审议通过了《关于回 购注销部分限制性股票及调整回购价格和回购数量的议案》。具体内容详见公司 于 2025 年 5 月 21 日发布的《江苏国茂减速机股份有限公司 2024 年年度股东大会 决议公告》（公告编号：2025-019）。 3、公司已根据法律规定就本次回购注销限制性股票事项履行通知债权人程序， 1 具体内容详见公司于 2025 年 5 月 21 日发布的《江苏国茂减速机股份有限公司关 于回购注销部分限制性股票通知债权人的公告》（公告编号：2025-018）。自 2025 年 5 月 21 日起 45 天内，公司未接到相关债权人要求提前清偿债务或提供担保的 情况。 二、本次限制性股票回购注销情况 （一）本次回购注销限制性股票的原因及依据 ● 鉴于江 ...

上海君澜律师事务所 关于 江苏国茂减速机股份有限公司 2020 年限制性股票激励计划 回购注销部分限制性股票实施相关事项 之 法律意见书 二〇二五年七月 上海君澜律师事务所 法律意见书 上海君澜律师事务所 关于江苏国茂减速机股份有限公司 2020 年限制性股票激励计划 法律意见书 回购注销部分限制性股票实施相关事项之 致：江苏国茂减速机股份有限公司 上海君澜律师事务所（以下简称"本所"）接受江苏国茂减速机股份有限 公司（以下简称"公司"或"国茂股份"）的委托，根据《中华人民共和国公 司法》（以下简称"《公司法》"）《上市公司股权激励管理办法》（以下简 称"《管理办法》"）《江苏国茂减速机股份有限公司 2020 年限制性股票激励 计划》（以下简称"《激励计划》"或"本次激励计划"）的规定，就国茂股 份本次激励计划回购注销部分限制性股票实施相关事项（以下简称"本次回购 注销"）相关事项出具本法律意见书。 对本法律意见书，本所律师声明如下： （一）本所律师依据《中华人民共和国证券法》《律师事务所从事证券法 律业务管理办法》和《律师事务所证券法律业务执业规则（试行）》等规定及 本法律意见书出具日以前已经发生或者存在的 ...

Investment Rating - Industry investment rating is "Overweight" [1] Core Viewpoints - The report highlights a new round of market momentum driven by advancements in robotics, particularly in humanoid robots, with a projected global demand of approximately 2 million units by 2030 [4][19] - Key recommended stocks include Xinjie Electric, Beite Technology, Hanwei Technology, Zhaowei Electromechanical, Hengli Hydraulic, and Nuwei Co., among others [2][4] - The report emphasizes the importance of tracking the humanoid robot sector, which is entering a critical growth phase [3][4] Summary by Sections Humanoid Robots - The humanoid robot industry is expected to see significant growth, with major projects and partnerships emerging, such as the procurement project by China Mobile for humanoid biped robots worth 124 million [9][19] - Companies like Tesla and Figure are ramping up production, with Figure planning to increase its humanoid robot output by three times in the upcoming months [10][19] Photovoltaic Equipment - The report notes an accelerated penetration of N-type technology, enhancing the competitive edge of leading companies in the sector [20] - It suggests focusing on companies that are innovating in cost-reduction technologies and expanding production capacity [20] Energy Storage - The energy storage sector is poised for growth due to favorable policies and increasing demand from both generation and user sides [20] - Key players in this space include companies involved in lithium battery systems and integrated storage solutions [20] Semiconductor Equipment - The semiconductor equipment market is projected to reach 140 billion by 2030, with a growing share from domestic manufacturers [4][20] Automation - The automation market is expected to grow significantly, with a market size of approximately 40 billion, projected to reach 55.7 billion by 2026 [4][20] Hydrogen Energy - The report highlights the potential of green hydrogen in achieving carbon neutrality, with a focus on companies that have integrated hydrogen production capabilities [21] Engineering Machinery - The report suggests monitoring leading companies in the engineering machinery sector, emphasizing those with product, scale, and cost advantages [4][20]