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。 ...

天眼查商业履历信息显示，上海步科自动化股份有限公司，成立于2008年，位于上海市，是一家以从事 专业技术服务业为主的企业。企业注册资本8400万人民币，实缴资本5810.5213万人民币。公司法定代 表人为唐咚。 通过天眼查大数据分析，上海步科自动化股份有限公司共对外投资了7家企业，参与招投标项目13次， 知识产权方面有商标信息21条，专利信息60条，此外企业还拥有行政许可4个。 金融界消息 截至2025年8月19日收盘，步科股份（688160）报收于97.59元，上涨2.47%，换手率 3.31%，成交量2.78万手，成交金额2.69亿元。 资金流向方面，今日主力资金净流入1149.99万元，占比成交额4.27%。其中，超大单净流入525.68万 元、占成交额1.95%，大单净流入624.31万元、占成交额2.32%，中单净流出流出109.55万元、占成交额 0.41%，小单净流出1040.44万元、占成交额3.86%。 步科股份最新一期业绩显示，截至2025一季报，公司营业总收入1.32亿元、同比增长17.81%，归属净利 润1112.27万元，同比增长0.32%，扣非净利润879.23万元，同比减少4. ...

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]

证券代码：688160 证券简称：步科股份 公告编号：2025-051 上海步科自动化股份有限公司 上海步科自动化股份有限公司（以下简称"公司"）于 2025 年 8 月 1 日召开 了第五届董事会第十一次会议、第五届监事会第十一次会议，审议通过了《关于 使用向特定对象发行股票部分暂时闲置募集资金进行现金管理的议案》，同意公 司及实施募投项目的子公司在保证不影响公司募集资金投资项目正常实施、不影 响公司正常生产经营以及确保募集资金安全的前提下，使用不超过人民币 4.5 亿 元的部分暂时闲置募集资金进行现金管理，用于购买包括但不限于结构性存款、 定期存款、协定存款、大额存单、通知存款等安全性高、满足保本要求、流动性 好的投资产品，使用期限自公司董事会议审议通过之日起 12 个月内有效，在前 述额度及使用期限范围内，资金可以循环滚动使用，并于到期后归还至募集资金 专 项 账 户 。 具体 内 容 详 见 公 司于 2025 年 8 月 2 日 在上 海 证 券交 易 所网 站 （www.sse.com.cn）披露的《关于使用向特定对象发行股票部分暂时闲置募集资 金进行现金管理的公告》（公告编号：2025-048） ...