证券代码：688160 证券简称：步科股份 公告编号：2025-059 上海步科自动化股份有限公司 关于全资子公司注销部分募集资金专项账户公告 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 经中国证券监督管理委员会《关于同意上海步科自动化股份有限公司首次公开 发行股票注册的批复》（证监许可【2020】2386 号），同意上海步科自动化股份有 限公司（以下简称"公司""步科股份"）首次公开发行股票的注册申请。公司获 准向社会公众公开发行人民币普通股（A 股）股票 2,100 万股，发行价为每股人民 币 20.34 元，共计募集资金 42,714.00 万元，扣除发行费用后，实际募集资金净额为 38,145.41 万元。上述募集资金全部到位，已经天健会计师事务所（特殊普通合伙） 审验，并于 2020 年 11 月 9 日出具天健验〔2020〕3-107 号《验资报告》。公司已 对募集资金进行了专户存储，并与保荐机构、存放募集资金的商业银行签署了相关 监管协议，具体情况详见公司于 2020 年 11 月 ...

Core Viewpoint - The company, Buke Co., Ltd. (688160.SH), reported a significant reduction in shareholding by its controlling shareholder, Shanghai Bujin Information Consulting Co., Ltd., indicating a potential shift in ownership dynamics and investor sentiment [1] Shareholding Changes - Shanghai Bujin reduced its shareholding by 1,816,644 shares, which accounts for 2% of the company's total share capital, decreasing its holdings from 36,979,753 shares to 35,163,109 shares [1] - The combined shareholding of Shanghai Bujin and its concerted parties, including Mr. Tang Dong and Shenzhen Tongxin Zhongyi Investment Management Center (Limited Partnership), decreased from 54,393,475 shares to 52,576,831 shares, representing a drop in ownership from 59.88% to 57.88% of the total share capital [1]

证券代码：688160 证券简称：步科股份 公告编号：2025-058 上海步科自动化股份有限公司 关于控股股东及其一致行动人权益变动触及 1%刻度 的提示性公告 上海步进信息咨询有限公司及其一致行动人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。 一、信息披露义务人及其一致行动人的基本信息 二、权益变动触及 1%刻度的基本情况 公司于 2025 年 9 月 16 日收到公司控股股东上海步进信息咨询有限公司（以 下简称"上海步进"）出具的《关于权益变动触及 1%的告知函》，上海步进于 2025 年 9 月 5 日至 2025 年 9 月 16 日期间，通过大宗交易方式累计减持公司股份 1,816,644 股，占公司总股本 90,832,206 股的 2%，上海步进持有公司股份由 36,979,753 股减少至 35,163,109 股；上海步进及其一致行动人唐咚先生、深圳市 同心众益投资管理中心（有限合伙）合计持有公司股份由 54,393,475 股减少至 52,576,831 股，占公司总股本的比例由 59. ...

Core Viewpoint - The controlling shareholder of Shanghai Buke Automation Co., Ltd. has reduced its stake, which may impact the ownership structure but does not affect the company's ongoing operations or control [1] Group 1: Shareholding Changes - The controlling shareholder, Shanghai Bujin Information Consulting Co., Ltd., reduced its holdings by 1,816,644 shares, representing 2% of the total share capital [1] - The combined shareholding of Shanghai Bujin and its concerted parties decreased from 59.88% to 57.88%, reaching a 1% integer threshold [1] Group 2: Compliance and Future Actions - This equity change is part of a previously announced reduction plan and has not been fully executed [1] - The change does not trigger a mandatory tender offer and does not affect the company's continuous operations [1] - The company will continue to monitor and disclose relevant information in accordance with regulations, reminding investors to be aware of risks [1]

Group 1 - The humanoid robot technology is transitioning from laboratory breakthroughs to industrial applications, attracting significant attention from the capital market, with related stocks performing exceptionally well this year [2][3] - On September 16, the humanoid robot sector saw a strong surge, with stocks like Sanhua Intelligent Control, Beite Technology, and Shuanghuan Transmission hitting the daily limit, and over 6 billion yuan of net inflow from major funds into the sector [3] - A framework cooperation agreement was signed among State Grid Hangzhou Power Supply Company, Yushu Technology, Embodied Intelligence Base Company, and State Grid Zhejiang Huadian Research Institute to deepen collaboration in the field of AI applications in electricity [3] Group 2 - The humanoid robot industry is expected to enter a phase of large-scale production by 2025, with several companies announcing significant contracts, such as Zhipingfang's collaboration with Huike's subsidiary to deploy over 1,000 intelligent robots in the next three years [5] - Policies are strongly supporting the development of humanoid robots, with various regions implementing special policies since 2025 to provide comprehensive support, including funding, technology breakthroughs, and ecosystem construction [5] - Industry experts are optimistic about the scaling process of humanoid robots, with projections indicating that the annual shipment volume could double in the coming years, and Goldman Sachs forecasts a compound annual growth rate of 94% in sales from 2025 to 2035, reaching a market size of $154 billion by 2035 [5] Group 3 - The humanoid robot concept stocks in the A-share market have performed well this year, with an average increase of 67.63%, and 18 stocks have doubled in price compared to the end of last year [6] - Major lithium battery companies are actively entering the humanoid robot sector through strategic investments and collaborations, reflecting their intent to seek new growth avenues and the synergy between the two industries [6][7] - The development of humanoid robots is expected to drive demand for lithium batteries, with the potential to promote advancements in high-energy-density and high-safety battery technologies, reshaping the market landscape [7]

进一步统计，近3个月内该股累计发生5笔大宗交易，合计成交金额为1.52亿元。该股近5个交易日累计 上涨11.60%，主力资金合计净流入769.68万元。 责任编辑：小浪快报 第1笔成交价格为83.89元，成交166.26万股，成交金额13,947.92万元，溢价率为-18.38%，买方营业部为 摩根大通证券（中国）有限公司上海银城中路证券营业部，卖方营业部为国泰海通证券股份有限公司上 海长宁区江苏路证券营业部。 9月16日，步科股份收涨12.72%，收盘价为102.78元，发生1笔大宗交易，合计成交量166.26万股，成交 金额1.39亿元。 ...

9月16日，步科股份大宗交易成交166.26万股，成交额1.39亿元，占当日总成交额的19.76%，成交价 83.89元，较市场收盘价102.78元折价18.38%。 | 交易日期 | 证券简称 | 蓬秀代码: | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | | 奥出营业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | | 025-09-16 | 最好假的 | 091889 | 68.89 13947.92 | 166.26 | 摩根大通证券(中 | 国泰海通证券股份 | 合 | | | | | | | 国) 有限公司上海 | 有限公司上海长宁 | | | | | | | | 银城中路证券营业 | 区江苏路证券营业 . 44 | | ...

Market Overview - On September 16, the automation equipment sector rose by 3.16%, with Boke Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3861.87, up 0.04%, while the Shenzhen Component Index closed at 13063.97, up 0.45% [1] Top Performers - Boke Co., Ltd. (688160) closed at 102.78, up 12.72% with a trading volume of 57,400 shares and a transaction value of 566 million [1] - Weichuang Electric (688698) closed at 69.08, up 10.18% with a trading volume of 134,700 shares and a transaction value of 906 million [1] - Kaidi Co., Ltd. (605288) closed at 105.06, up 10.00% with a trading volume of 15,100 shares and a transaction value of 15.7 million [1] Other Notable Stocks - Junpu Intelligent (688306) closed at 12.82, up 9.20% with a trading volume of 158,740 shares and a transaction value of 739 million [1] - Dazhu Laser (002008) closed at 40.37, up 7.28% with a trading volume of 757,500 shares and a transaction value of 3 billion [1] Market Capital Flow - The automation equipment sector saw a net inflow of 1.163 billion in main funds, while retail funds experienced a net outflow of 578 million [2][3] - The main funds' net inflow for Huichuan Technology (300124) was 359 million, while retail funds saw a net outflow of 214 million [3] Sector Performance - The overall performance of the automation equipment sector indicates strong investor interest, particularly in leading companies like Boke Co., Ltd. and Weichuang Electric, which have shown significant price increases and trading volumes [1][2]

Market Overview - The Shanghai Composite Index closed at 3856.45 points, slightly above the six-month moving average, with a change of -0.10% [1] - The total trading volume of A-shares reached 1,498.15 billion yuan [1] Stocks Performance - A total of 106 A-shares have surpassed the six-month moving average, with notable stocks showing significant deviation rates [1] - The stocks with the highest deviation rates include: - Xinning Logistics (17.50%) - Longxin Technology (14.12%) - Buke Co., Ltd. (7.41%) [1] - Other stocks that have just crossed the six-month moving average with smaller deviation rates include: - Shengxiang Biological - Sichuan Road and Bridge - Qimingxing Chen [1] Top Performing Stocks - The top three stocks with the highest daily price increase are: - Xinning Logistics: +19.95% with a turnover rate of 22.32% [1] - Longxin Technology: +14.33% with a turnover rate of 4.67% [1] - Buke Co., Ltd.: +8.14% with a turnover rate of 3.88% [1] Additional Notable Stocks - Other stocks with notable performance include: - Feilida: +7.11% [1] - Lei'ao Planning: +5.44% [1] - Hanbang Gaoke: +11.54% [1]

Core Viewpoint - The industrial automation sector in China has reached an internationally leading level, particularly in emerging fields such as embodied intelligent robots and humanoid robots, with companies like Boke Co., Ltd. at the forefront of this development [2][5]. Company Overview - Boke Co., Ltd. was successfully listed on the Sci-Tech Innovation Board in November 2020, raising 381 million yuan, which significantly boosted the company's confidence and investment capabilities in humanoid and embodied intelligent robots [4]. - The company reported a revenue of 311 million yuan in the first half of 2025, representing a year-on-year growth of 21.28%, and a net profit of 26 million yuan, up 13.58% from the previous year [4]. Globalization Strategy - Boke Co., Ltd. aims for global outreach and has established a mission focused on components to achieve global robotics [2][5]. - The company is optimistic about the growth of international sales and revenue share in the coming years due to technological advancements and globalization efforts [2][5]. Industry Insights - The robotics industry is characterized by various categories, including industrial robots, mobile robots, and AGV robots, which are currently in a mature phase with substantial growth [6]. - The fields of embodied intelligent robots and humanoid robots are still in the technology introduction phase, with new demands emerging and driving the development of new technological solutions [6]. Strategic Focus - Boke Co., Ltd. aims to combine the long-term development of robotics with short-term market demands to ensure sustained commercial success [6][7]. - The company aspires to be the "most knowledgeable component company in robotics," focusing on providing not just hardware but also supporting component models that facilitate the successful application of humanoid robots [6][8].