股票研究 /[Table_Date] 2026.02.07 [Table_Industry] 机器人 马斯克将 Optimus 上升至星级文明高度， 力控技术助力机器人更会动 机器人行业周报 | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 肖群稀(分析师) | 0755-23976830 | xiaoqunxi@gtht.com | S0880522120001 | | 李启文(分析师) | 021-38038435 | liqiwen@gtht.com | S0880524060001 | | 黄龙(分析师) | 021-38031028 | huanglong@gtht.com | S0880525070027 | 本报告导读： Optimus 有望成为首台冯诺依曼机器，三代即将亮相且目标年产百万台，力控环有 望带动机器人从"能动"向"会动"进步。 投资要点： 请务必阅读正文之后的免责条款部分 [Table_Invest] 评级： 增持 机器人《Figure 发布 Helix 02 大模型；特斯拉预 计年底前实现 Opt ...

证券之星消息，2月3日自动化设备板块较上一交易日上涨4.37%，罗博特科领涨。当日上证指数报收于 4067.74，上涨1.29%。深证成指报收于14127.1，上涨2.19%。自动化设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300757 | 号博特科 | 424.80 | 20.00% | 17.32万 | 71.69亿 | | 688025 | 杰音特 | 185.30 | 18.87% | 9.45万 | 16.39 Z | | 688097 | 博众精工 | 43.90 | 11.17% | 13.71万 | 5.79亿 | | 002957 | 科瑞技术 | 24.67 | 9.99% | 1 27.35万 | 6.66亿 | | 605288 | 凯迪股份 | 140.59 | 9.57% | 2.11万 | 2.86 Z | | 688777 | 中控技术 | 92.00 | 7.73% | 47.31万 | 42.22亿 | | 301021 | 英 ...

证券日报网讯2月2日，博众精工在互动平台回答投资者提问时表示，截至2026年1月30日，公司股东人 数为11440户。 ...

1月29日，博众精工跌5%，截至发稿，报39.31元/股，成交2.90亿元，换手率1.61%，总市值175.58亿 元。 华夏中证机器人ETF（562500）成立日期2021年12月17日，最新规模264.65亿。今年以来收益6.27%， 同类排名2744/5551；近一年收益32.64%，同类排名2388/4285；成立以来收益8.19%。 华夏中证机器人ETF（562500）基金经理为华龙。 截至发稿，华龙累计任职时间3年162天，现任基金资产总规模394.51亿元，任职期间最佳基金回报 203.9%， 任职期间最差基金回报-15.08%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 资料显示，博众精工科技股份有限公司位于江苏省吴江经济技术开发区湖心西路666号，成立日期2006 年9月22日，上市日期2021年5月12日，公司主营业务涉及从事自动化设备、自动化柔性生产线、自动化 关键零部件以及工装夹(治 ...

来源：格隆汇 温馨提示：财经最新动态随时看，请关注金投网APP。 万辰集团股东彭德建及其配偶范鸿娟拟分别减持不超120万股公司股份;天阳科技董事长兼总经理欧阳建平拟减持不超过3%股份;苏大 维格股东虞樟星拟减持不超过1.99%股份;艾德生物股东厦门科英拟减持不超过1.22%股份;勘设股份多名股东拟合计减持不超2.59%股 份;博众精工股东信科弘创拟减持不超过446.65万股公司股份;中钢洛耐股东国新双百壹号合计减持330.65万股股份;矩子科技董事兼高级 管理人员崔岺拟减持不超过30万股;宏昌科技股东金华宏合拟减持不超0.33%公司股份;美芯晟股东WI Harper Fund VII合计减持1%公司 股份;*ST新潮公司股票可能被终止上市;长江投资股票可能被实施退市风险警示 | | | 1月29日A股投资避雷针 | | --- | --- | --- | | 类别 | 公司 | 主要内容 | | 股东减持 | 万辰集团 | 彭德建及其配偶范鸿娟拟分别减持不超120万股公司股份 | | | 天阳科技 | 董事长兼总经理欧阳建平拟减持不超过3%股份 | | | 苏大维格 | 虞樟星拟减持不超过1.99%股份 | ...

Core Viewpoint - On January 28, no A-share listed companies disclosed any increase in shareholding, while nine companies announced share reductions, indicating a trend of shareholder divestment in the market [1]. Group 1: Share Reduction Details - Tongda Co., Ltd. plans to reduce its shareholding by no more than 1.00% [2] - Hongqi Chain's shareholder Yonghui Supermarket has reduced its stake by 0.79% [2] - Wancheng Group's shareholders intend to collectively reduce their holdings by no more than 1.27% [2] - Hongchang Technology's shareholders plan to reduce their holdings by no more than 0.33% [2] - Tianyang Technology's controlling shareholder Ouyang Jianping intends to reduce his stake by no more than 3% [2] - Aide Biology's shareholder Xiamen Keying plans to reduce its holdings by no more than 1.22% [2] - Juzitech's director and executive Cui Cen intends to reduce his stake by no more than 0.11% [2] - Bozhong Precision's shareholder Xinke Chuang plans to reduce its holdings by no more than 1% [2] - Tianyang's controlling shareholder Guolian Group intends to reduce its stake by no more than 1% [2]

证券代码：688097 证券简称：博众精工 公告编号：2026-003 博众精工科技股份有限公司 重要内容提示： 股东持股的基本情况 截至本公告披露日，天津信科弘创股权投资合伙企业（有限合伙）（以下简 称"信科弘创"）持有博众精工科技股份有限公司（以下简称"公司"）股份 24,235,107 股，占公司总股本的 5.43%。 上述股份来源为协议转让取得的股份,详细情况详见公司于 2025 年 1 月 7 日披露于上海证券交易所网站（www.see.com.cn）的《关于持股 5%以上股东协 议转让公司股份完成过户登记的公告》（公告编号：2025-001）。 减持计划的主要内容 公司股东信科弘创因自身资金需求，拟通过集中竞价，减持其所持有的公司 股份不超过 4,466,477 股，减持公司股份比例不超过公司股份总数的 1%，自减 持计划公告之日起 15 个交易日后的 3 个月内实施。 | 股东名称 | 天津信科弘创股权投资合伙企业（有限合伙） | | | | --- | --- | --- | --- | | | 控股股东、实控人及一致行动人 | □是 | √否 | | 股东身份 | 直接持股 5%以上股东 | ...

格隆汇1月28日丨博众精工(688097.SH)公布，公司股东信科弘创因自身资金需求，拟通过集中竞价，减 持其所持有的公司股份不超过446.65万股，减持公司股份比例不超过公司股份总数的1%，自减持计划 公告之日起15个交易日后的3个月内实施。 ...

Group 1 - Chihong Zn & Ge plans to increase capital by 3.3 billion RMB to its wholly-owned subsidiary, Hulunbuir Chihong Mining, primarily for repaying internal loans, supplementing working capital, and constructing lead-zinc smelting projects. Post-increase, the registered capital will rise to 3.515 billion RMB [2] - Yuguang Gold Lead's stock price has surged by 59.52% over six trading days, but the future of silver prices remains uncertain, which could adversely affect the company's profitability if prices decline [3] - Changjiang Investment expects a net loss of 30 to 45 million RMB for 2025, with potential delisting risk due to failing to meet the 300 million RMB revenue threshold [4] Group 2 - Kewan Technology's subsidiary has not generated revenue, and the company anticipates a significant net profit decrease of 72.90% to 80.42% for 2025 [5] - Hainan Mining is planning to acquire control of Fengrui Fluorine Industry through a combination of cash and stock issuance, with trading suspended for up to 10 days [6] - Chifeng Gold's stock has shown abnormal trading fluctuations, with significant increases in gold product prices expected to impact its operating performance [7] Group 3 - Jin Hui Co. reports that silver product revenue constitutes a low percentage of total revenue, with silver sales accounting for 12.46% of total revenue in the first three quarters of 2025 [8] - Western Gold emphasizes its focus on gold mining and smelting as its main business amid rising market interest [9] - Gehua Cable plans to invest 100 million RMB in a private equity fund focused on the smart robotics industry, aiming to enhance synergy with its broadcasting business [10] Group 4 - Keda Manufacturing intends to acquire a 51.55% stake in Tefu International, with trading resuming on January 29, 2026 [11] - Hai Xin Food has successfully entered the Sam's Club retail channel, launching customized products to enhance brand image and product value [12] - Shangwei New Materials warns of potential further stock suspensions if prices continue to rise, as its new product development is still in the early stages [13] Group 5 - Xie Chuang Data expects a net profit increase of 51.78% to 80.69% for 2025, projecting profits between 1.05 billion to 1.25 billion RMB [15] - Industrial Fulian anticipates a net profit of 35.1 billion to 35.7 billion RMB for 2025, reflecting a growth of 51% to 54% [17] - Mingyang Smart Energy forecasts a net profit increase of 131.14% to 188.92% for 2025, driven by significant growth in wind turbine deliveries and sales [18] Group 6 - Keda Technology expects a net profit increase of 40% to 70% for 2025, projecting profits between 785 million to 950 million RMB [19] - Hunan Silver anticipates a net profit increase of 67.88% to 126.78% for 2025, supported by increased production and rising market prices for silver and gold [21] - Honghe Technology projects a substantial net profit increase of 745% to 889% for 2025, driven by rising demand for electronic-grade glass fiber cloth [22] Group 7 - Zhongtian Rocket expects a net loss of 95 million to 115 million RMB for 2025, a shift from a profit of 19.56 million RMB in the previous year due to increased competition and price declines in its core business [23] - Zotye Auto anticipates a net loss of 281 million to 417 million RMB for 2025, primarily due to operational issues and fixed costs [24] Group 8 - Huaguang Huaneng's controlling shareholder plans to reduce its stake by up to 1% through market transactions [25] - Bozhong Precision's major shareholder intends to reduce its stake by up to 1% due to funding needs [26] Group 9 - ST Songfa's subsidiary has signed a contract for the construction of container ships worth approximately 3.4 billion to 4 billion RMB, with delivery expected in 2028 [27]

每经AI快讯，1月28日，博众精工公告，持股5%以上股东天津信科弘创股权投资合伙企业(有限合伙)因 自身资金需求，拟通过集中竞价方式减持公司股份不超过446.65万股，减持比例不超过公司总股本的 1%，减持期间为2026年2月27日至2026年5月26日。 ...