绿的谐波公告，控股股东、实际控制人左晶于2025年6月25日至2025年9月15日通过集中竞价减持91.31 万股、大宗交易减持183.2万股，累计减持274.51万股，占公司总股本1.4974%，减持价格区间119.99～ 158.99元/股；左昱昱于2025年6月25日至2025年9月5日通过集中竞价减持90.88万股、大宗交易减持 183.2万股，累计减持274.08万股，占公司总股本1.4950%，减持价格区间121.08～159.1元/股，本次减持 计划已实施完毕。 ...

| 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 | | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | | 2025-09-15 | 绿的谐波 | 688017 | 154.6 2349.92 | 15.2 | 东吴证券股份有限 公司苏州工业园区 | 国泰海通证券股份 有限公司苏州狮山 | | | | | | | 苏州大道东证券营 | 路班券营业部 | 9月15日，绿的谐波大宗交易成交15.2万股，成交额2349.92万元，占当日总成交额的1.09%，成交价154.6元，较市场收盘价171.8元折价10.01%。 ...

Market Performance - On September 15, A-shares saw a collective rise in the three major indices, with the Shanghai Composite Index increasing by 0.04% during intraday trading [1] - The machine tool sector continued to strengthen, with the Machine Tool ETF (159663) rising by 1.09% and reaching a historical high [1] Sector Highlights - Key sectors with notable gains included electrical engineering and grid, leisure products, and automobiles, while comprehensive and real estate sectors experienced declines [1] - Major stocks within the machine tool sector showed significant increases, including Huagong Technology up by 6.80%, Greentech Harmony up by 5.81%, and Xinjie Electric up by 3.54% [1] Company Developments - Tesla is expected to hold its Q3 2025 earnings call in late October and its 2025 annual shareholder meeting on November 6, with the release of Optimus V3 imminent [1] - Domestic companies such as Yushu Technology plan to submit IPO application materials in Q4 2025, while Zhiyuan Robotics has taken over Shuangwei New Materials and Leju Robotics has completed its restructuring [1] Industry Outlook - Northeast Securities indicates that humanoid robots will be a key industry focus over the next decade, emphasizing the importance of sensors, lead screws, and reducers, which have significant value and barriers to entry [1] - Policies aimed at equipment upgrades and economic stimulation are expected to continue, potentially driving the recovery of general sectors like machine tools [1] ETF Overview - The Machine Tool ETF (159663) closely tracks the China Securities Machine Tool Index, covering critical areas in high-end equipment manufacturing, including laser equipment, machine tools, robots, and industrial control equipment [2]

Group 1 - The National Robot Industry Index (980022) has seen a strong increase of 2.14%, with key stocks such as Top Group (601689) and Zhongdali De (002896) both rising by 10.01% [1] - The E Fund Robot ETF (159530) has increased by 2.27%, with a recent price of 1.62 yuan, and has accumulated a weekly increase of 4.83% as of September 12, 2025 [1] - The E Fund Robot ETF has achieved a trading volume of 4.71 billion yuan with a turnover rate of 5.28%, ranking first among comparable funds in terms of average daily trading volume of 8.43 billion yuan over the past week [1] Group 2 - The top ten weighted stocks in the National Robot Industry Index (980022) account for 41.12% of the index, including companies like Stone Technology (688169) and Ecovacs (603486) [2] - The 2025 Light Expo showcased advancements in AR/VR technology, which are becoming crucial for robot perception systems, with over 30 companies presenting AR/VR solutions [3] - Innovations in AR glasses, such as MicroLED and SRG diffraction waveguides, are leading to breakthroughs in weight control and display quality, enhancing applications in robotics [3] Group 3 - The E Fund Robot ETF (159530) is designed to track the National Robot Industry Index, selecting listed companies within the robot industry to reflect market performance [4]

Summary of Key Points from the Conference Call Industry Overview - **Sector Focus**: The conference call primarily discusses the **AI application** and **overseas expansion** across various sectors in China, particularly in **healthcare equipment & services**, **automobiles**, and **internet and education** sectors [2][3][8]. Core Insights - **AI Adoption**: There is a significant increase in AI adoption across both new and traditional economies, with companies in sectors like automotive and online gaming targeting international markets for growth [3][8]. - **Investor Interest**: In August, the sectors that gained the most wallet share were **healthcare equipment & services**, **food & beverages**, and **semiconductors**. Conversely, **capital goods** saw the largest decline in wallet share [5][10]. - **Company Visits**: The top companies attracting investor interest included **Li Auto**, **Full Truck Alliance**, **NAURA**, and **Haidilao**, with notable performance in Q2 2025 results [3][5]. Sector-Specific Highlights - **Healthcare Equipment & Services**: This sector showed the highest wallet share gains and had a negative crowding factor, indicating strong investor interest [5][15]. - **Automotive Sector**: Companies like **Leapmotor** are planning significant sales targets for 2026, aiming for 1 million domestic and 100-150 thousand overseas sales, supported by new model launches [34][35]. - **Shipping Industry**: **COSCO Shipping** reported muted demand in a traditionally peak season, with a focus on cost control and optimizing operations through AI [31]. Additional Insights - **Game Development**: Chinese game companies are increasingly collaborating with Japanese IPs to enhance their global presence, driven by lower development costs and a lack of world-famous IP [25][26]. - **E-commerce Trends**: There is a noted acceleration in domestic ad revenue for platforms like **Kuaishou** and **Bilibili**, driven by AI improvements and new ad verticals [28]. - **Competitive Landscape in Video GenAI**: The competition among video genAI models is intensifying, with **Kuaishou** recognized as a leader in model quality and monetization strategies [29][30]. Risks and Challenges - **Macroeconomic Risks**: The industrial sector faces risks from potential economic downturns, which could impact demand for industrial goods and overall growth [36]. - **Competition**: Intense competition from both domestic and foreign enterprises poses a risk to market share for companies across various sectors [36]. Conclusion The conference call highlighted the dynamic landscape of various sectors in China, particularly the growing influence of AI and the strategic moves by companies to expand their market presence both domestically and internationally. The insights provided a comprehensive view of investor sentiment, sector performance, and the challenges ahead.

中信证券股份有限公司 关于苏州绿的谐波传动科技股份有限公司 使用部分暂时闲置募集资金进行现金管理的核查意见 中信证券股份有限公司（以下简称"中信证券"或"保荐人"）作为苏州绿 的谐波传动科技股份有限公司（以下简称"绿的谐波"或"公司"）首次公开发 行股票并在科创板上市承接持续督导的保荐人，根据《证券发行上市保荐业务管 理办法》《科创板上市公司持续监管办法（试行）》《上海证券交易所科创板股 票上市规则》《上海证券交易所科创板上市公司自律监管指引第1号——规范运 作》以及《上市公司募集资金监管规则》等有关规定，对绿的谐波使用首次公开 发行股票并在科创板上市的部分暂时闲置募集资金进行现金管理事项进行了核 查，具体情况如下： 一、募集资金基本情况 根据中国证券监督管理委员会（以下简称"中国证监会"）于 2020 年 8 月 4 日出具的《关于同意苏州绿的谐波传动科技股份有限公司首次公开发行股票注 册的批复》（证监许可[2020]1650 号），公司获准向社会公开发行人民币普通股 3010.42 万股，每股发行价格为人民币 35.06 元，募集资金总额为 105,545.33 万 元，扣除发行费用 9,313.55 万 ...

证券代码：688017 证券简称：绿的谐波 公告编号：2025-037 苏州绿的谐波传动科技股份有限公司 关于使用部分暂时闲置募集资金进行现金管理的公告 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、准确性和完整性依法承担法律责任。 苏州绿的谐波传动科技股份有限公司（以下简称"公司"或"绿的谐波"） 于 2025 年 9 月 12 日召开了第三届董事会第九次会议、第三届监事会第八次会议， 审议通过了《关于使用部分暂时闲置募集资金进行现金管理的议案》，同意公司 在保证不影响募集资金投资项目实施、确保募集资金安全的前提下，使用最高不 超过人民币 10,000 万元暂时闲置募集资金进行现金管理，用于购买安全性高、 流动性好、有保本约定的投资产品（包括但不限于结构性存款、协议存款、通知 存款、定期存款、大额存单、收益凭证等）。在上述额度范围内，资金可以滚动 使用，使用期限自公司董事会、监事会审议通过之日起 12 个月内有效。公司董 事会授权公司管理层及工作人员根据实际情况办理相关事宜并签署相关文件，具 体事项由公司总经理负责组织实施。 一、募集资金基本情况 根据 ...

Core Viewpoint - The total margin balance of the STAR Market reached 235.878 billion yuan on September 11, showing an increase of 3.027 billion yuan from the previous trading day [1] Group 1: Margin Balance - The financing balance amounted to 235.076 billion yuan, increasing by 2.984 billion yuan compared to the previous trading day [1] - The margin trading balance reached 8.02 billion yuan, which is an increase of 0.43 billion yuan from the previous trading day [1] Group 2: Stock Performance - On September 11, 286 stocks in the STAR Market experienced net financing inflows, with 15 stocks having net inflows exceeding 50 million yuan [1] - Haiguang Information topped the list with a net financing inflow of 1.199 billion yuan, followed by stocks such as Cambrian, SMIC, Shijia Photon, Shengke Communication, Dingtong Technology, and Green Harmonics [1]

Group 1 - The core viewpoint of the articles highlights the significant growth and potential of the robotics sector in China, driven by both domestic and international developments [1][2] - The robotics index ETF (560770) has seen a cumulative increase in circulation scale of 2.57 billion yuan since September, reaching a total circulation scale of 11.3 billion yuan [1] - Major components of the robotics index ETF include leading companies such as 汇川技术 (Inovance Technology), 科大讯飞 (iFlytek), and 大族激光 (Han's Laser), covering key areas in the robotics supply chain [1] Group 2 - The robotics sector is experiencing a surge in activity, with companies like 智元 (Zhiyuan) and 优必选 (UBTECH) securing orders for humanoid robots, and 阿里云 (Alibaba Cloud) investing in general-purpose embodied AI models [2] - According to 招商证券 (CITIC Securities), the performance of the robotics sector is closely linked to liquidity conditions, with expectations of a favorable macro environment and product launches driving future growth [2] - 银河证券 (Galaxy Securities) identifies AI and robotics as key focus areas for technological innovation, suggesting continued investment opportunities in these sectors through September and October [2]

人民财讯9月9日电，9月9日，在2025年半年度业绩会上，绿的谐波董事长左昱昱介绍，在具身智能机器 人领域，公司紧跟行业从实验室研发向规模化落地的关键转折趋势，积极推进相关产品的研发与商业化 进程。目前，部分头部厂商已进入小批量试生产阶段，公司的相关产品凭借过硬的品质获得了下游企业 的认可，相关收入实现大幅增长，为公司开辟了新的增长空间。公司同时在积极推进扩产进程，满足下 游客户的需求，增强对下游市场的供应保障能力。 ...