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机器人概念股午后震荡拉升
Di Yi Cai Jing· 2026-01-30 05:22
Group 1 - Tianqi Co., Ltd. and Baida Precision Engineering reached the daily limit increase in stock price [1] - Oke Yi saw a stock price increase of over 10% [1] - Huayi Technology, Kaibei Yi, and Green Harmony also experienced stock price increases [1]
A股开盘:沪指跌0.63%、创业板指跌0.09%,黄金概念股普遍走低
Jin Rong Jie· 2026-01-30 01:38
Market Overview - On January 30, A-shares opened lower across the board, with the Shanghai Composite Index down 25.99 points, a decrease of 0.63%, closing at 4131.99 points [1] - The Shenzhen Component Index fell by 85.94 points, down 0.6%, to 14214.14 points [1] - The CSI 300 Index decreased by 30.79 points, a drop of 0.65%, closing at 4723.08 points [1] - The ChiNext Index declined by 2.97 points, down 0.09%, to 3301.54 points [1] - The STAR 50 Index fell by 6.13 points, a decrease of 0.41%, closing at 1501.51 points [1] Company News - Guizhou Moutai denied rumors of participating in SpaceX's Series A financing, with its stock closing at 1437.72 yuan per share, up 8.61%, and a market cap exceeding 1.8 trillion yuan [2] - BlueFocus expects a net profit of 1.80 billion to 2.20 billion yuan for 2025, recovering from a loss of 2.9 billion yuan in the previous year [2] - Gree Harmony anticipates a net profit of 1.15 billion to 1.30 billion yuan for 2025, representing a year-on-year growth of 104.74% to 131.45% [2] - Jiangbolong forecasts a net profit of 12.50 billion to 15.50 billion yuan for 2025, an increase of 150.66% to 210.82% compared to the previous year [2] - Shenghe Resources expects a net profit of 7.90 billion to 9.10 billion yuan for 2025, a year-on-year increase of 281.28% to 339.20% [3] - Shengyi Electronics projects a net profit of 14.31 billion to 15.13 billion yuan for 2025, a growth of 331.03% to 355.88% [3] - Century Huatong anticipates a net profit of 55.50 billion to 69.80 billion yuan for 2025, a significant increase of 357.47% to 475.34% [4] - Sichuan Gold expects a net profit of 4.2 billion to 4.8 billion yuan for 2025, a growth of 69.23% to 93.40% [5] Industry Insights - The AI application sector is experiencing significant developments, with multiple new models being released, including Alibaba's Qwen3-Max-Thinking and Baidu's Wenxin 5.0 [6] - International copper prices surged, reaching a historic high, which also positively impacted gold and silver prices [7] - The rare earth permanent magnet sector is seeing price increases due to geopolitical risks and U.S. government investments in domestic rare earth companies [8] - The humanoid robot sector is advancing, with a new testing platform launched in Beijing, capable of producing 5,000 units annually [9] - Solid-state batteries are gaining attention as humanoid robots approach commercialization, with demand expected to grow significantly by 2035 [10] - OpenAI is reportedly in talks for substantial investments from major tech companies, indicating strong interest in AI infrastructure [11] - The European chemical industry is facing significant challenges, with a dramatic increase in production capacity closures and a decline in investment [12]
苏州绿的谐波传动科技股份有限公司2025年年度业绩预告
Shang Hai Zheng Quan Bao· 2026-01-29 20:33
Group 1 - The company expects a net profit attributable to shareholders of the parent company for 2025 to be between 115 million to 130 million yuan, representing an increase of 58.83 million to 73.83 million yuan compared to the previous year, with a year-on-year growth of 104.74% to 131.45% [1] - The net profit attributable to shareholders of the parent company after deducting non-recurring gains and losses is projected to be between 90 million to 105 million yuan, an increase of 43.79 million to 58.79 million yuan compared to the previous year, with a year-on-year growth of 94.78% to 127.25% [1] - The previous year's net profit attributable to shareholders of the parent company was 56.17 million yuan, with a basic earnings per share of 0.33 yuan [2] Group 2 - The significant growth in the company's performance for 2025 is attributed to multiple favorable factors, including a recovery in the industrial robotics industry, sustained market demand, and the company's strong industry accumulation and product competitiveness [3] - The company has seen substantial growth in business scale due to the transition of key clients from the research phase to small-scale production, with its products gaining high recognition for quality and adaptability [3] - The company is actively pursuing overseas market expansion, which has begun to yield results, contributing new momentum to overall growth [3] - The company has improved production efficiency and resource utilization through continuous optimization of production processes, enhancing its profit conversion capability [3]
绿的谐波:预计2025年净利润同比增长104.74%至131.45%
Zheng Quan Ri Bao Zhi Sheng· 2026-01-29 12:42
(编辑 王雪儿) 证券日报网讯 1月29日,绿的谐波发布公告称,公司预计2025年度实现归属于母公司所有者的净利润 11500.00万元至13000.00万元,与上年同期(法定披露数据)相比,将增加5883.19万元至7383.19万元, 同比增长104.74%至131.45%。 ...
具身智能机器人业务增长明显 绿的谐波2025年净利同比预增至高131.45%
Xin Lang Cai Jing· 2026-01-29 10:56
《科创板日报》1月29日讯(记者 吴旭光) 1月29日盘后,绿的谐波发布公告称,公司预计2025年归属于上市公司股 东的净利润为1.15亿元-1.30亿元,同比增长104.74%-131.45%。 据此计算,该公司2025年Q4净利预计0.21亿元-0.36亿元,同比增长900.55%至1463.45%,环比下降9%至47%。** "要推动具身智能真正落地应用,行业还需共同突破当下普遍存在的技术难题。"今日(1月29日),中国城市发展研 究院投资部副主任袁帅在接受《科创板日报》记者采访时表示,后续的核心发力点,在于提升机器人的"大脑"运算能 力与实际操作水平。其认为,若机器人无法具备接近人类的操作效率,那么其最终只会沦为观赏性的"花瓶",难以发 挥实际价值。 与此同时,在袁帅看来,在工业领域,机器人的效率高低与柔性表现,会直接决定用户是否愿意采纳,那些可即插即 用、高效便捷的机器人,未来将在生产线中占据重要地位、发挥关键作用。 二级市场表现方面,截至1月29日收盘,绿的谐波股价报212.46元/股,公司总市值为389.50亿元。 对于业绩变化,绿的谐波表示,2025年公司业绩实现显著增长,核心得益于多方面有利 ...
1月29日晚间重要公告一览
Xi Niu Cai Jing· 2026-01-29 10:13
Earnings Forecasts - Shengyi Electronics expects a net profit of 1.431 billion to 1.513 billion yuan in 2025, an increase of 331.03% to 355.88% year-on-year [1] - Tigermed anticipates a net profit of 830 million to 1.23 billion yuan in 2025, representing a growth of 105% to 204% year-on-year [2] - Shunbo Alloy forecasts a net profit of 210 million to 270 million yuan in 2025, with an increase of 222.96% to 315.23% year-on-year [3] - Jinkong Electric expects a net profit of 155 million to 195 million yuan in 2025, reflecting a growth of 383.21% to 507.9% year-on-year [9] - Baiao Saitu anticipates a net profit of 162 million to 182 million yuan in 2025, with a year-on-year increase of 384.26% to 443.88% [18] - Panjiang Co. expects a net profit of 318 million to 380 million yuan in 2025, representing a growth of 205.30% to 264.83% year-on-year [38] Loss Forecasts - Liaoning Energy predicts a net loss of 273 million to 410 million yuan in 2025, compared to a profit of 202 million yuan in the previous year [5] - Anbotong anticipates a net loss of 114 million to 165 million yuan in 2025, with a revenue decrease of 19.65% to 27.25% [7] - Wantai Bio forecasts a net loss of 330 million to 410 million yuan in 2025, compared to a profit of 106 million yuan in the previous year [12] - Xingyun Co. expects a net loss of 155 million to 230 million yuan in 2025, compared to a loss of 82.44 million yuan in the previous year [20] - Huaxing Co. anticipates a net loss of 800 million to 1.2 billion yuan in 2025, with a reduction in loss compared to 1.67 billion yuan in the previous year [46] New Product Approvals - Hengrui Medicine received acceptance for a new indication application for its innovative drug, combining Carrelizumab and Apatinib for treating unresectable liver cancer [4] - Tianen Kang's subsidiary received a drug registration acceptance notice for Lidocaine and Prilocaine aerosol [31] - Lisheng Pharmaceutical announced that its Aminophylline tablets passed the consistency evaluation for generic drugs [40] Share Buyback Plans - Hengyuan Coal Power plans to repurchase shares with a total amount not less than 200 million yuan and not exceeding 250 million yuan [13] Contract Wins - China Communication Signal Co. won contracts totaling approximately 5.26 billion yuan for 21 important projects in the railway and urban rail transit markets [37]
绿的谐波发预增,预计2025年度归母净利润1.15亿元到1.3亿元,同比增长104.74%到131.45%
Zhi Tong Cai Jing· 2026-01-29 09:14
绿的谐波(688017.SH)发布公告,公司预计2025年度实现归属于母公司所有者的净利润1.15亿元到1.3亿 元,与上年同期(法定披露数据)相比,将增加5,883.19万元到7,383.19万元,同比增长104.74%到 131.45%。 ...
绿的谐波(688017.SH)发预增,预计2025年度归母净利润1.15亿元到1.3亿元,同比增长104.74%到131.45%
智通财经网· 2026-01-29 09:12
智通财经APP讯,绿的谐波(688017.SH)发布公告,公司预计2025年度实现归属于母公司所有者的净利 润1.15亿元到1.3亿元,与上年同期(法定披露数据)相比,将增加5,883.19万元到7,383.19万元,同比增长 104.74%到131.45%。 ...
绿的谐波:预计2025年度净利润为1.15亿元到1.3亿元,同比增长104.74%~131.45%
Mei Ri Jing Ji Xin Wen· 2026-01-29 08:06
每经AI快讯,绿的谐波1月29日晚间发布业绩预告,苏州绿的谐波传动科技股份有限公司预计2025年度 实现归属于母公司所有者的净利润1.15亿元到1.3亿元,与上年同期相比,将增加5883.19万元到7383.19 万元,同比增长104.74%~131.45%。业绩变动主要原因是,2025年公司业绩实现显著增长,核心得益于 多方面有利因素的协同发力。工业机器人行业迎来回暖态势,市场需求持续释放,公司凭借深厚的行业 积累与产品竞争力,在该领域保持稳步增长,市场份额持续提升,为业绩增长奠定了坚实基础。在具身 智能机器人赛道,行业发展进入关键转折期,头部客户逐步从研发阶段迈向小批量生产,公司相关产品 凭借可靠品质与适配性获得客户高度认可,业务规模同比实现大幅增长,成为业绩增长的重要引擎。同 时,公司积极推进海外市场拓展战略,通过深化与海外合作伙伴的沟通交流,海外客群布局初见成效, 为整体增长注入新的动力。此外,公司在稳步提升产能以匹配市场需求的同时,持续优化生产工艺与运 营流程,生产效率与资源利用效率显著改善,进一步增强了盈利转化能力,共同推动公司实现高质量增 长。 每经头条(nbdtoutiao)——水贝黄金平台" ...
绿的谐波(688017.SH):预计2025年归母净利润1.15亿元到1.3亿元,同比增长104.74%到131.45%
Ge Long Hui A P P· 2026-01-29 07:51
归属于母公司所有者的扣除非经常性损益的净利润9000万元到1.05亿元,与上年同期(法定披露数据)相 比,将增加4379.51万元到5879.51万元,同比增长94.78%到127.25%。 2025年公司业绩实现显著增长,核心得益于多方面有利因素的协同发力。工业机器人行业迎来回暖态 势,市场需求持续释放,公司凭借深厚的行业积累与产品竞争力,在该领域保持稳步增长,市场份额持 续提升,为业绩增长奠定了坚实基础。在具身智能机器人赛道,行业发展进入关键转折期,头部客户逐 步从研发阶段迈向小批量生产,公司相关产品凭借可靠品质与适配性获得客户高度认可,业务规模同比 实现大幅增长,成为业绩增长的重要引擎。同时,公司积极推进海外市场拓展战略,通过深化与海外合 作伙伴的沟通交流,海外客群布局初见成效,为整体增长注入新的动力。此外,公司在稳步提升产能以 匹配市场需求的同时,持续优化生产工艺与运营流程,生产效率与资源利用效率显著改善,进一步增强 了盈利转化能力,共同推动公司实现高质量增长。 格隆汇1月29日丨绿的谐波(688017.SH)公布,经财务部门初步测算,公司预计2025年度实现归属于母公 司所有者的净利润1.15亿元到 ...