Investment Rating - The report maintains a "Buy" rating for the mechanical industry [1] Core Insights - The mechanical industry is experiencing significant advancements, particularly in humanoid robots and automation technologies, with major companies launching mass production of innovative products [3][4][6] - The humanoid robot sector is expected to see a breakthrough in 2025, with mass production levels reaching thousands of units, which will enhance data collection and training capabilities [6] - The agricultural machinery market is facing challenges, but long-term demand is anticipated to rise due to policy support and export opportunities [9] - The engineering machinery sector is currently under pressure domestically but is witnessing growth in exports, with a positive outlook for infrastructure investments [13] - The low-altitude economy is gaining traction, with government support and increasing applications in tourism and logistics [24] Summary by Relevant Sections Humanoid Robots - On June 30, Junpu Intelligent's subsidiary launched mass production of humanoid robots, marking a significant milestone in the industry [3] - The Sichuan provincial government is promoting the development of humanoid robots and related AI products [3] - The humanoid robot industry is expected to see substantial growth, with a focus on complex functionalities and cost reduction in production [6] Agricultural Machinery - The agricultural machinery market's sentiment index is at 40.9%, indicating a downturn [8] - Despite current challenges, tractor exports have increased by 12.6% in quantity and 31.2% in value from January to May 2025 [9] Engineering Machinery - In May 2025, excavator sales reached 18,202 units, with domestic sales declining by 1.5% but exports increasing by 5.4% [13] - The engineering machinery sector is expected to recover as infrastructure investments rise [13] Low-altitude Economy - The low-altitude economy is being actively developed, with initiatives in low-altitude tourism and support for eVTOL aircraft [24][22] - The government is encouraging the application of low-altitude equipment and services across various sectors [22]

近日均普智能旗下普智机器人举行"机器人通用产品制造认证"启动仪式，成为智元机器人首个启动通用产 品认证的生产企业。双方宣布，将依托均普智能首条人形机器人量产中试线，启动智元G1机器人大规模量 产及A2全人形机器人一定规模量产。今年4月，均普智能与智元机器人合资成立普智机器人，整合双方工 业化生产与智能化技术优势。目前，首条中试线一期占地2000平方米，预计年产能1000台，未来有望实 现"机器人生产机器人"的智慧制造场景。 1、 亚马逊机器人数量突破100万台 数量与全球员工总数持平 2025年7月，亚马逊披露最新运营数据：全球仓储物流中心部署的机器人数量突破100万台，与该公司全球 约156万名员工总量接近。据介绍，机器人已深度参与分拣、搬运等环节，覆盖75%的包裹处理流程，日 本千叶港等超大型仓库日均处理量超60万件，全程无需人工干预。尽管亚马逊强调技术旨在提升效率而非 替代人力，但近十年其仓储部门员工规模缩减超六成。行业观察人士指出，物流业自动化进程加速，传统 劳动密集型岗位持续减少，而机器人维护、系统管理等新兴技术岗位需求显著增长。 2、 普智机器人启动通用产品认证，智元机器人两大核心产品将量产 3、 ...

由于原保荐代表人黄科峰先生因工作变动，无法继续从事对公司的持续督 导工作。为保证持续督导工作的有序进行，国泰海通现委派保荐代表人邬凯丞 先生（简历见附件）接替黄科峰先生继续履行持续督导工作。 本次保荐代表人的变更不会改变相关材料中保荐机构及保荐代表人已出具 文件的结论性意见，不涉及更新保荐机构已出具的相关材料；保荐机构及保荐 代表人将继续对之前所出具的相关文件之真实性、准确性和完整性承担相应的 法律责任。 证券代码：688306 证券简称：均普智能 公告编号：2025-050 宁波均普智能制造股份有限公司 关于更换持续督导保荐代表人的公告 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。 宁波均普智能制造股份有限公司（以下简称"公司"）于近日收到持续督导 机构国泰海通证券股份有限公司（以下简称"国泰海通"）出具的《关于更换宁 波均普智能制造股份有限公司持续督导保荐代表人的函》。国泰海通作为公司首 次公开发行股票的保荐机构，指定黄科峰先生、许小松先生为公司持续督导保 荐代表人，负责保荐工作及持续督导工作，持续督导期至 2025 ...

Group 1 - TaiLong Pharmaceutical plans to apply for the registration and issuance of super short-term financing bonds not exceeding 800 million yuan, with a maturity of no more than 270 days, for purposes including replacing bank loans and supplementing working capital [1] - GuoXin Technology won a bid for a 46 million yuan automotive airbag ignition driver chip project, indicating its growing presence in the automotive semiconductor market [1] - GuoMai Technology expects a net profit increase of 60.52% to 100.33% for the first half of 2025, with a projected net profit of 125 million to 156 million yuan [2] Group 2 - ChangAluminum's subsidiary signed a 165 million yuan contract for the customized construction of a clinical and industrial base for a vaccine project, highlighting its involvement in the biopharmaceutical sector [3] - ZhongSalt Chemical acquired exploration rights for natural soda ash in Inner Mongolia for 929,000 yuan, expanding its resource base [4] - Six Kingdom Chemical announced the resignation of its deputy general manager, which may impact its operational strategy [5][6] Group 3 - FuYuan Pharmaceutical received a drug registration certificate for Bisoprolol Amlodipine tablets, indicating its expansion in the hypertension treatment market [7][8] - GuanShi Technology's subsidiary received a government subsidy of 7 million yuan, which is 45.29% of its net profit for the previous year, enhancing its financial position [9] - XiZhong Technology plans to repurchase shares worth between 75 million and 150 million yuan, aimed at employee stock ownership plans or equity incentives [10] Group 4 - BeiLu Pharmaceutical's subsidiary received approval for the raw material drug Iopromide, which is used as a contrast agent for various imaging examinations [12] - HongHui New Materials obtained a patent for a water-based protective paint for hardware parts, enhancing its product portfolio [13] - BoJi Pharmaceutical's subsidiary received two patents related to high bioavailability formulations, indicating innovation in biopharmaceutical technology [14] Group 5 - ChengJian Development received a cash dividend of 23.625 million yuan from its investment in Huaneng Capital, contributing to its investment income [15] - JiuZhou Pharmaceutical's subsidiary received a drug registration certificate for Sildenafil Citrate orally disintegrating tablets, expanding its product offerings in the erectile dysfunction treatment market [16] - RuiAng Gene's subsidiary received a government subsidy of 176,290 yuan, supporting its operational activities [17] Group 6 - FengFan Technology plans to acquire 100% equity of a subsidiary for 48 million yuan, indicating strategic expansion in the renewable energy sector [18] - AoJing Medical's subsidiary received a medical device production license, allowing it to manufacture absorbable surgical dressings [19] - TaiLin Bio's subsidiary won land use rights for an industrial site, facilitating its high-performance filter project [20] Group 7 - KaiPu Bio received a patent for a method and device for analyzing genomic copy number variations, enhancing its capabilities in molecular diagnostics [21] - Shanghai KaiBao received a drug registration certificate for Phlegm-Heat Clearing Capsules, which can be used in the treatment of COVID-19 symptoms [23] - TuoJing Life received two patents for high uniformity streptavidin applications, improving its diagnostic product stability [25] Group 8 - AnKe Bio's AK2024 injection received approval for clinical trials, marking a significant advancement in cancer treatment [26] - HuanYuan Pharmaceutical expects a net profit of 142 million to 160 million yuan for the first half of 2025, reflecting substantial growth [27] - JinHongShun terminated a major asset restructuring plan due to a lack of consensus among parties involved, impacting its strategic direction [28] Group 9 - HeZhan Energy signed a 177 million yuan contract for the sale of steel-concrete tower structures, indicating strong demand in the renewable energy sector [29] - InSai Group's acquisition plan for an 80% stake in ZhiZheTongXing was accepted by the Shenzhen Stock Exchange, indicating growth in its consulting business [30] - JiuDian Pharmaceutical received a drug registration certificate for Zinc Granules, enhancing its product line in gastrointestinal treatments [32] Group 10 - GuoYao Modern plans to publicly transfer a 51% stake in its subsidiary to optimize resource allocation [34] - GuoYao Modern's subsidiary received a drug registration certificate for Perindopril Indapamide tablets, expanding its hypertension treatment portfolio [36] - ZhongGong International signed a 175 million yuan engineering consulting service contract, showcasing its capabilities in project management [38] Group 11 - China Railway won contracts worth approximately 5.343 billion yuan for overseas construction projects, indicating its strong international presence [39] - JunPu Intelligent signed a framework contract for humanoid robot sales worth about 28.25 million yuan, reflecting growth in the robotics sector [41] - Sinopec's chairman resigned due to age, which may lead to changes in corporate governance [42] Group 12 - JiuFeng Energy's controlling shareholder plans to reduce their stake by up to 0.71%, indicating potential changes in ownership structure [44] - Zhejiang Oriental's subsidiary plans to establish a 1.74 billion yuan equity investment fund, focusing on strategic emerging industries [46] - ChenGuang New Materials received a government subsidy of 26 million yuan, significantly impacting its financial performance [48]

Group 1 - The company has signed a framework contract for the sale of humanoid robots with a total amount of approximately 28.25 million RMB (including tax) [1][2] - The contract is related to the company's daily operations and does not involve related party transactions, having undergone the necessary internal approval procedures [1] - The contract will take effect upon signing and will terminate once both parties have fulfilled their rights and obligations [1] Group 2 - The execution of the contract is expected to positively impact the company's operational performance and will not adversely affect its business independence [2] - The robot has completed production and is currently in the debugging phase, with a prepayment of approximately 356,000 RMB received by the sales entity [2] - The contract includes clear stipulations regarding the rights and obligations of both parties, as well as breach of contract responsibilities and dispute resolution methods [1]

Company Announcements - Jihua Group's existing product system does not involve brain-computer interface related fields [1] - Prit's plan to invest 1 billion yuan to build a plastic modification materials headquarters and R&D manufacturing base in South China [1][2] - Lian De Equipment won a contract worth 157 million yuan for BOE's 8.6 generation AMOLED production line project [1][2] - Jiadu Technology plans to issue shares (H-shares) overseas and list on the Hong Kong Stock Exchange [1][2] - Longdi Group intends to acquire no more than 20.1667% equity in Jujia Technology [1][4] - New Zhonggang plans to repurchase shares worth 40 million to 80 million yuan [1][4] - Xiaogoods City expects a net profit increase of 12.57% to 17.40% in the first half of the year [1][4] - Sinopec Capital plans to reduce its holdings by no more than 3.5256 million shares in Haizheng Materials through block trading [1][4] - Lihua Co., Ltd. intends to reduce its holdings by no more than 3.00% [1][4] - Zhimin Da plans to raise no more than 213 million yuan through a private placement [1][5] - Xiangtong Co. plans to issue corporate bonds not exceeding 4 billion yuan [1][5] Performance Forecasts - Hanyu Pharmaceutical expects a half-year profit of 142 million to 162 million yuan, turning a profit compared to the previous year [4] - Taotao Automotive anticipates a net profit increase of 70.34% to 97.81% in the first half of the year [4] - Weichai Heavy Machinery expects a net profit increase of 40% to 60% in the first half of the year [4] Shareholding Changes - Lihua Co., Ltd.'s actual controller Cheng Lili and his concerted actors plan to reduce their holdings by no more than 3.00% [4] - He Shi Eye Hospital's Advanced Manufacturing Fund plans to reduce its holdings by no more than 2% [4] - Haitan Ruisheng's shareholder He Lin and his concerted actors plan to reduce their holdings by no more than 2.9463% [4] - Sinopec Capital plans to reduce its holdings by no more than 3.5256 million shares in Haizheng Materials [4] Other Announcements - Zhimin Da plans to raise no more than 213 million yuan through a private placement [5] - Yuyuan Co. plans to issue corporate bonds not exceeding 40 billion yuan [5] - Jinhongshun has terminated the planning of a major asset restructuring [5]

Group 1 - The company, Junpu Intelligent, announced a significant sales framework contract for humanoid robots with a total value of approximately 28.25 million yuan (including tax) [1][3] - This contract marks the first large-scale order for humanoid robots for the company, with the buyer set to purchase 50 units at an average price of about 565,000 yuan (including tax) per robot [1][3] - Successful implementation of this contract is expected to enhance the company's core competitiveness by promoting a virtuous cycle of "technological breakthroughs - scenario validation - large-scale application" in the field of embodied intelligence [1] Group 2 - Prior to this contract, the company had already signed a supply contract for one humanoid robot with the same buyer, which is currently in the debugging stage after production completion [3] - The production line of the humanoid robots occupies approximately 2,000 square meters and has an annual production capacity of up to 1,000 units [3] - The establishment of the humanoid robot company is a crucial step for Junpu Intelligent in transitioning from laboratory research to large-scale production and commercialization [3]

Group 1 - Junpu Intelligent announced a sales framework contract for humanoid robots worth approximately 28.25 million RMB, marking a significant order for the company [2] - The contract involves the procurement of 50 humanoid robots, with each robot priced at 565,000 RMB, indicating a strong market demand [2] - The signing of this contract is expected to enhance Junpu Intelligent's core competitiveness and facilitate the commercialization of its research outcomes in the field of embodied intelligence [2] Group 2 - Junpu Intelligent has been actively expanding its presence in the humanoid robot sector, having released a self-developed key sensor suite for humanoid robots in July 2024, with most core chips being domestically produced [3] - The company signed a strategic cooperation agreement with the Beijing Embodied Intelligence Robot Innovation Center in August 2024 to promote the application of embodied intelligent robots in industrial manufacturing [3] - In January of this year, Junpu Intelligent established a global strategic partnership with Jeka Robotics to explore future technology development and market opportunities in the next generation of intelligent robots [3]

Company Highlights - Hanyu Pharmaceutical expects a net profit of 142 million to 162 million yuan for the first half of 2025, benefiting from increased global market demand and successful product approvals [1] - Taotao Automotive anticipates a net profit growth of 70% to 98% year-on-year for the first half of 2025, driven by enhanced brand influence and improved operational efficiency [2] - Xiaogoods City projects a net profit increase of 13% to 17% for the first half of 2025, attributed to growth in main business revenue and trade fulfillment services [2] - Hongxin Electronics signed contracts totaling 373 million yuan for computing power services through its subsidiaries [3] - Alloy Investment's controlling shareholder will change to Jiuzhou Hengchang, leading to the resumption of trading [3] - Hangzhou High-tech is planning a change in control, with a suspension of trading expected for no more than two trading days [4] - Junpu Intelligent signed a sales framework contract for humanoid robots worth 28.25 million yuan [7] - Lens Technology plans to issue 262 million H-shares globally, with an initial price range set between 17.38 and 18.18 HKD [8] - Saintno Biopharmaceuticals received a drug registration certificate for its product, further enhancing its market competitiveness [12] Investment & Contracts - Shenzhen Energy plans to invest 6.332 billion yuan in upgrading the Mawan Power Plant, aligning with national energy policies [17] - China Railway Construction won a contract worth 3.781 billion yuan for the China-Kyrgyzstan-Uzbekistan railway project [27] - China Railway secured contracts totaling approximately 5.343 billion yuan for the same railway project [28] - Zhongtian Technology's subsidiary won multiple marine energy project contracts totaling about 1.722 billion yuan [29] - Lande Group intends to acquire a 20.1667% stake in Jujia Technology for up to 121 million yuan, enhancing its capabilities in high-performance materials [21][22] Financing & Capital Increase - Yiwei Lithium Energy submitted an application for H-share issuance and listing in Hong Kong [30] - Jiadou Technology plans to issue H-shares and list on the Hong Kong Stock Exchange [30] - Helin Micro-Nano is preparing to issue H-shares for listing in Hong Kong [30] Other Developments - Renfu Pharmaceutical received approval for its midazolam injection in France, with expected annual sales of approximately 33 million USD [31] - Kanghong Pharmaceutical obtained a drug registration certificate for its eye drop product, enhancing its product pipeline in the ophthalmology sector [32]

二、回购股份的进展情况 根据《上海证券交易所上市公司自律监管指引第7号——回购股份》的相关规 定，公司在回购期间，应当在每个月的前3个交易日内公告截至上月末的回购进展 情况。 截至2025年6月30日，公司通过上海证券交易所交易系统以集中竞价交易方式 累计回购公司股份1,700,000股，占公司总股本1,228,282,800股的比例为0.14%， 回购成交的最高价为5.05元/股，最低价为4.91元/股，支付的资金总额为人民币 8,516,390.41元（不含交易佣金等交易费用）。 证券代码：688306 证券简称：均普智能 公告编号：2025-049 宁波均普智能制造股份有限公司 关于以集中竞价交易方式回购公司股份的进展公告 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、准确性和完整性承担法律责任。 重要内容提示： | 回购方案首次披露日 | 2024/8/7 | | | | | | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 2024 年 5 日~2025 8 月 | 8 | 月 | 年 | 4 ...