证券代码：688160 证券简称：步科股份 公告编号：2025-053 上海步科自动化股份有限公司 关于公司及全资子公司开立募集资金专项账户并签 订募集资金专户存储三方及四方监管协议的公告 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。 一、募集资金基本情况 根据中国证券监督管理委员会于 2025 年 5 月 16 日出具的《关于同意上海步 科自动化股份有限公司向特定对象发行股票注册的批复》（证监许可〔2025〕1045 号），同意公司 2023 年度向特定对象发行 A 股股票（以下简称"本次发行"或 "本次向特定对象发行"）。公司本次向特定对象发行人民币普通股 6,832,206 股，发行价格为每股人民币 68.06 元，共募集资金人民币 464,999,940.36 元，扣 除发行费用人民币 8,390,694.08 元，实际募集资金净额为人民币 456,609,246.28 元。上述资金到位情况已经天健会计师事务所（特殊普通合伙）审验，并出具了 天健验〔2025〕3-45 号《验资报告》。公司及子公司依照规定对上述募 ...

格隆汇8月21日丨步科股份(688160.SH)在互动平台表示，公司第四代无框力矩电机已经在部分机器人客 户端实现批量应用，其他机器人客户的推广、验证工作也在积极拓展。公司于今年上半年完成常州"智 能制造生产基地建设项目"1号厂房的搬迁工作，前期产线搭建工作已基本完成，首先释放伺服电机、伺 服模组等产能，实现正常生产的产线数量已经超过搬产前产线数量。下半年公司将根据市场情况分批 次、有节奏地继续追加铺设新产线及投放设备。"智能制造生产基地建设项目"2号厂房处于方案设计阶 段，将根据项目规划逐步推进建设。 ...

Core Viewpoint - The financial performance of Shanghai Buke Automation Co., Ltd. shows a positive revenue growth, but a slight decline in non-recurring net profit, indicating mixed operational efficiency [1]. Financial Performance - As of the first quarter of 2025, the company reported total revenue of 132 million yuan, representing a year-on-year increase of 17.81% [1]. - The net profit attributable to shareholders was 11.12 million yuan, showing a year-on-year growth of 0.32% [1]. - The non-recurring net profit decreased by 4.00% to 8.79 million yuan [1]. - The company's liquidity ratios are strong, with a current ratio of 4.38 and a quick ratio of 3.525 [1]. - The asset-liability ratio stands at 17.04%, indicating a low level of debt [1]. Stock Performance - As of August 19, 2025, the stock price closed at 97.59 yuan, up by 2.47% [1]. - The turnover rate was 3.31%, with a trading volume of 27,800 hands and a transaction amount of 269 million yuan [1]. - The net inflow of main funds was approximately 11.50 million yuan, accounting for 4.27% of the transaction amount [1]. - Large orders contributed to a net inflow of 6.24 million yuan, while small orders saw a net outflow of 10.40 million yuan [1]. Company Background - Shanghai Buke Automation Co., Ltd. was established in 2008 and is located in Shanghai, primarily engaged in professional technical services [2]. - The company has a registered capital of 84 million yuan and a paid-in capital of approximately 58.11 million yuan [1]. - The legal representative of the company is Tang Dong [1]. - The company has made investments in 7 enterprises and participated in 13 bidding projects [2]. - It holds 21 trademark registrations and 60 patents, along with 4 administrative licenses [2].

Group 1 - The robotics actuator sector leads the market with an increase of 4.03% [1] - Fengli Intelligent saw a significant rise of 11.81% [1] - Guojin Precision Engineering increased by 10.01% [1] - Top Group experienced an 8.41% increase [1] - Jiangsu Leili, Sanhua Intelligent Control, and Boke Co., Ltd. all rose by over 4% [1]

Core Viewpoint - The article highlights the recent implementation of the "AI + Manufacturing" initiative in Shanghai, aiming to integrate artificial intelligence into various manufacturing sectors to enhance productivity and innovation [1][2]. Group 1: Policy Implementation - On August 19, Shanghai released the "Implementation Plan for Accelerating the Development of AI + Manufacturing," focusing on deep integration of AI technology with manufacturing [2]. - The plan aims to elevate the level of intelligent development in manufacturing over three years, targeting 3,000 enterprises for smart applications and establishing 10 industry benchmark models [2][3]. Group 2: Industry Focus - Key industries targeted include integrated circuits, electronic information, automotive, high-end equipment, shipbuilding, aerospace, advanced materials, steel, fashion consumer goods, and pharmaceutical manufacturing [1][3]. - The initiative promotes the development of specialized AI models for specific sectors and encourages the application of AI in various manufacturing processes, such as chip design and production efficiency [3][4]. Group 3: Technological Advancements - The plan emphasizes the creation of an industrial intelligent computing cloud platform to support enterprises in their transformation and upgrade processes [3]. - It includes the development of AI applications in robotics, drug research, and automated production lines to enhance operational efficiency and safety [4][5]. Group 4: Market Trends - The article notes a significant increase in the consumption of tokens in AI applications, with a growth of over 300 times in just one and a half years, indicating rapid expansion in the AI sector [6]. - Analysts suggest that the commercialization of AI applications is expected to accelerate, particularly in AI infrastructure and vertical integration in sectors like education, taxation, and healthcare [6][7].

Market Overview - The Shanghai Composite Index closed at 3740.50 points, above the six-month moving average, with an increase of 1.18% [1] - The total trading volume of A-shares reached 17,467.28 million yuan [1] Stocks Breaking the Six-Month Moving Average - A total of 187 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Jingsai Technology (27.02%) - Haidaer (25.37%) - Huazhi Shumedia (16.28%) [1] Stocks with Smaller Deviation Rates - Stocks that have just crossed the six-month moving average with smaller deviation rates include: - Tianfang Biao - Anning Co. - Tianwei Foods [1] Performance of Selected Stocks - Jingsai Technology: Today's increase of 29.98%, turnover rate of 23.53%, six-month average price of 36.65 yuan, latest price of 46.56 yuan [1] - Haidaer: Today's increase of 30.00%, turnover rate of 24.95%, six-month average price of 47.67 yuan, latest price of 59.76 yuan [1] - Huazhi Shumedia: Today's increase of 20.02%, turnover rate of 8.50%, six-month average price of 9.95 yuan, latest price of 11.57 yuan [1]

Core Viewpoint - The financing data for Buke Co., Ltd. indicates a net financing inflow of 16.05 million yuan last week, ranking 496th in the market, with a total financing purchase of 105 million yuan and repayment of approximately 88.64 million yuan [1] Company Overview - Buke Co., Ltd. was established in 2008 and is located in Shanghai, primarily engaged in professional technical services [1] - The company has a registered capital of 84 million yuan and a paid-in capital of approximately 58.11 million yuan [1] - The legal representative of the company is Tang Dong [1] Investment and Intellectual Property - Buke Co., Ltd. has invested in 7 enterprises and participated in 12 bidding projects [1] - The company holds 21 trademark registrations and 60 patents, along with 4 administrative licenses [1] Financial Performance - Over the past 5 days, the main capital outflow for Buke Co., Ltd. was approximately 26.19 million yuan, with a price drop of 4.08% [1] - Over the past 10 days, the main capital outflow was about 31.82 million yuan, with a price drop of 2.26% [1] Sector Involvement - Buke Co., Ltd. is involved in various sectors including specialized equipment, Shanghai sector, Hu Stock Connect, margin trading, humanoid robots, new industrialization, robotic actuators, robotics concept, industrial interconnection, medical device concept, and the Internet of Things [1]

证券时报·数据宝统计，截至下午收盘，上证综指3683.46点，涨跌幅为0.48%，A股总成交额为21752.11 亿元。到目前为止，今日有60只A股的5日均线主动下穿10日均线，其中*ST高鸿、步科股份、嵘泰股份 等个股的5日均线较10日均线距离最大，分别达-1.93%、-1.00%、-0.96%。 （文章来源：证券时报网） 丰 部分5日、10日均线死叉个股 | 代码 | 简称 | 今日涨跌 | 今日换手 | 5日均线 | 10日均线 | 5日较10日均线 | 最新价 | 较10日均线乖 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | （%） | 率（%） | （元） | （元） | 距离（%） | （元） | 离率（%） | | 000851 | *ST 高鸿 | -5.00 | 0.12 | 2.09 | 2.13 | -1.93 | 1.90 | -10.76 | | 688160 | 步科 股份 | 1.28 | 1.29 | 95.01 | 95.97 | -1.00 | 95.11 | -0.89 | | 605133 ...

Market Overview - The Shanghai Composite Index closed at 3686.34 points, with a gain of 0.56% [1] - The total trading volume of A-shares reached 1,328.277 billion yuan [1] Stocks with Death Cross - A total of 52 A-shares experienced a death cross, where the 5-day moving average fell below the 10-day moving average [1] - Notable stocks with significant distance between their 5-day and 10-day moving averages include: - *ST Gao Hong: 5-day MA at 2.09 yuan, 10-day MA at 2.13 yuan, difference of -1.93% [1] - Bu Ke Co.: 5-day MA at 94.86 yuan, 10-day MA at 95.89 yuan, difference of -1.08% [1] - Rong Tai Co.: 5-day MA at 32.17 yuan, 10-day MA at 32.47 yuan, difference of -0.92% [1] Additional Stock Performance - Other stocks showing a death cross include: - He Chuan Technology: 5-day MA at 47.55 yuan, 10-day MA at 47.92 yuan, difference of -0.78% [1] - Xin Xun Da: 5-day MA at 13.82 yuan, 10-day MA at 13.92 yuan, difference of -0.70% [1] - Stocks with minor changes in their moving averages include: - ST Xue Fa: 5-day MA at 3.87 yuan, 10-day MA at 3.89 yuan, difference of -0.51% [1] - Huang Ting International: 5-day MA at 2.92 yuan, 10-day MA at 2.94 yuan, difference of -0.44% [1]

Market Overview - A-shares continue to show a rebound with all three major indices rising, and the Shanghai Composite Index is close to breaking its yearly high [1] - Total trading volume in the Shenzhen and Shanghai markets reached 1,058.68 billion, slightly increasing from the previous trading day, with over 2,900 stocks rising [1] - Fund flows indicate a shift from high-position sectors like pharmaceuticals (down 3.6 billion) to relatively low-position sectors such as communication equipment (+2.7 billion) and semiconductors [1] Financing and Market Sentiment - Since August, leveraged funds have consistently entered the market, with net inflows exceeding 15 billion over three trading days as of August 5, bringing the total margin financing balance to 20,002.59 billion, a ten-year high [2][4] - The current financing balance has increased by approximately 12% compared to the end of April, with the financing balance accounting for 2.3% of the circulating market value, which is at the median level for the year [4] - The current market is characterized by a "rotating rise and low-position补涨" since the "62 3" policy, with a good profit-making effect attracting external funds [5] Robotics Sector Insights - The robotics sector has seen a strong performance, with stocks like Huami New Materials and Zhongdali De hitting the daily limit [7] - The upcoming World Robot Conference from August 8 to 12 in Beijing is expected to catalyze further interest in the robotics industry [8] - Recent product launches, such as the four-legged robot by Yushu Technology, and supportive policies from the Shanghai government for intelligent industries are driving investment back into the robotics sector [9][10] Human-shaped Robot Core Directions - The human-shaped robot market has three core directions: Tesla supply chain, Nvidia collaboration, and domestic human-shaped robots [11] - Key suppliers for Tesla include Top Group, Sanhua Intelligent Control, and Mingzhi Electric, with potential suppliers like Zhongdali De and Dingzhi Technology [11] - Companies collaborating with Nvidia include Bojie Co., which provides GPU testing equipment, and Buke Co., which has a significant market share in mobile robot platforms [12][14] Domestic Human-shaped Robot Industry Chain - The core areas of the human-shaped robot industry focus on key components such as ball screws, reducers, motors, and sensors, with significant changes expected in these sectors [16] - Notable players in the ball screw market include Best, which is introducing new equipment, and Qinchuan, which focuses on industrial mother machines [16] - In the reducer market, leading companies include Lide Harmony with a 25% market share and Shanghai Mechanical and Electrical, which leads in RV reducers [18]