人民财讯7月30日电，8月8日13:30，奥比中光将在2025世界机器人大会首日发布三款新品，为各类机器 人带来更灵活可靠的视觉解决方案。 ...

来源：证券时报 昨日基金共对15家公司进行调研，扎堆调研海大集团、奥比中光、惠城环保等。 证券时报•数据宝统计，7月29日共21家公司被机构调研，按调研机构类型看，基金参与15家公司 的调研活动，其中，10家以上基金扎堆调研公司共6家。海大集团最受关注，参与调研的基金达39家； 奥比中光、惠城环保等分别获22家、15家基金集体调研。 基金参与调研的公司中，按所属板块统计，深市主板公司有7家，创业板公司有5家，科创板公司 有3家。所属行业来看，基金调研的公司共涉及8个行业，所属电子、机械设备等行业个股最多，均有3 只个股上榜。 业绩方面，基金调研公司中，2家公司已经公布了半年报，净利润同比增幅最高的是海大集团，净 利润增长幅度为24.16%。有1家公司已经公布了业绩快报，净利润增幅较高的有宁波银行，增幅为 8.23%。公布上半年业绩预告的共有1家，业绩预告类型来看，预增有1只。以净利润增幅中值来看， 净利润增幅最高的是雷迪克，预计净利润中值为8783.53万元，同比增幅为49.51%。（数据宝） | 代码 | 简称 | 基金家数 | 最新收盘价 （元） | 近5日涨跌幅（%） | 行业 | | --- | -- ...

Group 1 - The core focus of the company is on the "robotics and AI vision industry platform" strategy, utilizing 3D vision sensors to empower robots with various functionalities [1] - The company has established long-term partnerships with leading clients in the Chinese service robotics sector and is actively expanding into the industrial and humanoid robot markets [1] - The company's 3D vision perception technology enhances the capabilities of smart terminals for environmental sensing, and it is collaborating with NVIDIA to advance robot development [1] Group 2 - As of now, the asset management scale of the fund is 188.643 billion, ranking 39th out of 210 in total public funds [1] - The fund's non-monetary public fund management scale is 62.824 billion, ranking 63rd out of 210 [1] - The best-performing public fund product in the past year is the Noan Selected Value Mixed A, with a latest unit net value of 2.01 and a growth of 125.01% over the past year [1]

Group 1 - The MLOps concept index rose by 2.04%, ranking 6th among concept sectors, with 16 stocks increasing in value, including Tuorisi, Xinghuan Technology, and Geling Deep Vision, which rose by 7.56%, 5.77%, and 5.06% respectively [1] - The MLOps sector saw a net inflow of 246 million yuan from main funds, with 13 stocks receiving net inflows, and 5 stocks exceeding 30 million yuan in net inflow, led by Runhe Software with a net inflow of 104 million yuan [2][3] - The top three stocks by net inflow ratio in the MLOps sector were Aobi Zhongguang, Keda Guochuang, and Guanghuan Xinwang, with net inflow ratios of 7.22%, 6.13%, and 6.07% respectively [3][4] Group 2 - The MLOps concept had a total of 16 stocks that increased, while Henghua Technology and Yuxin Technology were among the top decliners, falling by 2.40% and 1.99% respectively [1][2] - The trading volume and turnover rates for key stocks in the MLOps sector showed significant activity, with Tuorisi having a turnover rate of 14.22% and Runhe Software at 8.41% [3][4] - The overall performance of the MLOps sector indicates a positive trend, with several stocks showing strong gains and attracting substantial investment [1][2]

Group 1 - The core viewpoint of the news highlights the significant rise of the robotics sector in the capital market, driven by advancements in "embodied intelligence" technology and capital operations, with Shuangwei New Materials (688585.SH) achieving an 11-day cumulative increase of 643.32%, setting a new record for A-share "20cm" limit-up [1] - The robotics concept stock value logic has evolved beyond traditional manufacturing, with a clearer industrial chain ecosystem emerging around the components referred to as "limbs, nerves, cerebellum, and brain" [1] Group 2 - The "limbs" represent the core components, including robotic joints and motion systems, which are fundamental to physical capabilities. For instance, Green's Harmonic (688017.SH) has over 30% market share in harmonic reducers, essential for humanoid robots in high-load scenarios [1] - The "nerves" pertain to environmental perception and signal transmission, relying on sensors and actuators. Companies like Orbbec (688322.SH) provide 3D vision cameras and LiDAR, enhancing robots' environmental awareness [2] - The "cerebellum" involves motion control and AI algorithms, depending on high-performance computing platforms. Zhongdali De (002896.SZ) supplies planetary reducers and servo systems, while companies like Lingyun Optical (688400.SH) develop solutions to optimize robotic motion coordination [3] - The "brain" refers to AI models and data ecosystems, where companies like iFlytek (002230.SZ) enhance robots' semantic understanding through voice interaction technology [3] - The evolution of these components is expected to lead to the emergence of a trillion-level market within the robotics industry chain, indicating a clearer ecosystem [3]

Investment Rating - The report indicates a positive investment outlook for the consumer-grade 3D printing industry, highlighting significant growth potential driven by various demand factors and technological advancements [3][79]. Core Insights - The consumer-grade 3D printing market is expected to reach USD 7.1 billion by 2028, with a compound annual growth rate (CAGR) of 19.2% from 2022 to 2028 [3][83]. - Key demand drivers include the rise of the maker movement in Europe and the U.S., the DIY culture, and the increasing consumer interest in personalized products [3][39]. - The supply side is characterized by technological advancements, a diverse material spectrum, and the establishment of community ecosystems that enhance customer engagement [3][91]. Summary by Sections 1. Market Overview - The consumer-grade 3D printing market is primarily designed for individual users and small businesses, offering ease of use and lower costs compared to industrial-grade printers [3][10]. - The market is witnessing rapid growth, with significant contributions from the U.S. and European markets, driven by high consumer spending power and interest in technology [3][47]. 2. Demand Drivers - The report identifies four main demand drivers: 1. The "garage innovation" culture in the U.S. and Europe, which promotes the adoption of desktop devices [3][39]. 2. The DIY trend among consumers, allowing for personalized product creation [3][40]. 3. The tool-like attributes of 3D printers for small businesses and educational institutions [3][59]. 4. The influence of trendy collectible products that enhance consumer interest [3][70]. 3. Supply Trends - The supply side is evolving with advancements in technology, including multi-functional devices and AI integration, which lower operational barriers for users [3][91]. - The materials used in 3D printing are becoming more diverse, allowing for a wider range of applications [3][106]. - Community ecosystems are being built to retain customer loyalty and encourage new entrants through crowdfunding opportunities [3][110]. 4. Key Players - Core companies identified in the report include: 1. Key components: Jieput, Ruike Laser, and Jinchengzi [3]. 2. 3D scanning accessories: Sikan Technology and Orbbec [3]. 3. Materials: Haizheng Materials, Huitong Technology, and Jialian Technology [3]. 4. Complete machines: Anker Innovation and others [3][28]. 5. Market Statistics - In 2024, China's 3D printer exports are projected to reach USD 1.147 billion, with a year-on-year growth of 31.09% [3][80]. - The report notes that over 90% of entry-level 3D printers globally are supplied by Chinese manufacturers, indicating a strong competitive position in the market [3][88].

21世纪经济报道记者 张赛男 上海报道 2025年7月22日，科创板迎来开市六周年。 作为我国资本市场改革的"试验田"和科技创新的核心枢纽，科创板六年来持续推动制度创新与产业升 级，成为全球瞩目的"硬科技"企业聚集地。 遥想科创板开市之初，2019年7月22日，25家首批科创板公司在上海证券交易所挂牌上市，标志着科创 板的正式启动。六年来，科创板砥砺前行，持续发展壮大。截至2025年7月22日，科创板上市公司达到 589家。 值此科创板开市六周年之际，21世纪经济报道特别邀请了10位科创板龙头企业高管，共话科创板，寄语 新未来。 海光信息（688041.SH）总经理 沙超群 正逢科创板开市6周年，海光信息也即将上市满3年。科创板为科技企业提供了一个更加开放、包容、高 效的资本市场环境，得益于科创板丰沃的投融资土壤以及政策工具箱，海光信息近年来不断在公司治理 能力、创新能力、竞争能力和经营能力上取得显著进展。 海光信息始终聚焦高端处理器业务并持续加大研发投入，已独立实现多代通用处理器CPU和人工智能加 速器DCU的自研及商用。基于卓越性能、主流生态、安全可靠、自主迭代等产品优势，海光芯片已广 泛应用于云计算、大 ...

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board 100 Index rose by 0.25% as of July 21, 2025, with notable increases in constituent stocks such as Tiedao Heavy Industry (+19.90%) and Lingyun Optics (+5.66%) [1] - The Huaxia Sci-Tech 100 ETF (588800) increased by 0.39%, with a latest price of 1.02 yuan and a trading volume of 23.5642 million yuan, indicating a turnover rate of 0.82% [1] - The latest scale of the Huaxia Sci-Tech 100 ETF reached 2.864 billion yuan [1] Group 2 - CITIC Securities highlighted that sectors with high earnings certainty are performing well, and the market is expected to continue focusing on trend certainty [2] - The market sentiment remains high, with new macro narratives and event catalysts developing, particularly in the second half of the year, which is typically a busy period for technology releases in the domestic tech industry [2] - The Sci-Tech Innovation Board's outlook is positive, with investment tools becoming increasingly diverse, including the active trading of the Huaxia Sci-Tech Index ETF (589000) [2]

Investment Rating - The report maintains an investment rating of "Outperform the Market" for the computer industry, indicating an expected return that will exceed the CSI 300 index by 10% or more over the next six months [5]. Core Insights - The report emphasizes the significance of Physical AI and World Models (WFM) as the next wave in AI, particularly in robotics, which will enhance reasoning and execution capabilities, enabling robots to understand the physical world [1][9]. - NVIDIA has launched two major platforms, Cosmos and Omniverse, aimed at accelerating the development of Physical AI systems and industrial digital twins, which are crucial for the evolution of the industry [3][11]. - The domestic Physical AI industry is forming, with companies like Suochen Technology leading in the CAE sector, leveraging extensive physical simulation data for industry applications [3][12]. Summary by Sections Industry Investment Rating - The computer industry is rated as "Outperform the Market" with a projected relative return of 69% over the next 12 months compared to the CSI 300 index [5]. Industry Trends - Physical AI aims to enable intelligent agents to understand and interact with the real world effectively, encapsulated in robots and autonomous vehicles [2][10]. - The World Model is a generative AI model that helps in understanding the dynamics of the real world, utilizing various data inputs to predict spatial relationships and movements [2][10]. Key Developments - NVIDIA's Cosmos platform facilitates efficient data processing and management for Physical AI systems, while the Omniverse platform integrates various technologies for industrial applications [3][11]. - The report highlights the advantages of domestic CAE companies like Suochen Technology, which utilize generative Physical AI technology for real-world applications [3][12]. Market Performance - The computer industry index increased by 2.32% this week, outperforming the Shanghai Composite Index by 1.63 percentage points, driven by the active AI-related themes [13][14]. - AI-related companies within the computer sector have shown strong performance, with significant gains in stocks like Suochen Technology [17][18].

Group 1 - The core viewpoint of the articles highlights the intensifying competition between China and the U.S. in the AI computing power sector, with a focus on domestic production as a key strategy to seize the global industrial chain's high ground [1][2][4] - U.S. Treasury Secretary's comments on NVIDIA's H20 chip export approval indicate that China has developed comparable chips, suggesting no issues with NVIDIA's sales [1] - President Trump's upcoming speech on July 23 aims to outline his vision for maintaining U.S. dominance in AI, supported by a $100 billion investment plan involving major players like SoftBank, OpenAI, and Oracle [1] Group 2 - The domestic AI industry is experiencing a shift from cloud-based solutions to edge computing, driven by both policy and market demand, with a focus on domestic alternatives in equipment, materials, and components [2] - The Huabao ETF, which focuses on the domestic AI industry chain, has shown significant performance, with a 2.17% intraday increase and notable gains in constituent stocks like Cambricon and others [2] - The Huabao ETF and its connected funds exhibit three key characteristics: integration of edge and cloud, innovation-driven growth, and impressive long-term returns, with the AI index rising 90.90% since September 24, outperforming other indices [4]