Group 1 - The core viewpoint of the news is that Shenzhen Xinyi Chang Technology Co., Ltd. has experienced a decline in stock price, with a drop of 5.05% on October 14, bringing the total market value to 6.803 billion yuan and a cumulative decline of 6.22% over three days [1] - The company specializes in the research, production, and sales of intelligent manufacturing equipment in industries such as LED, capacitors, semiconductors, and lithium batteries, with the main revenue sources being 81.87% from die bonding machines and 11.15% from capacitor aging test equipment [1] - The stock turnover rate was reported at 1.99%, with a trading volume of 141 million yuan on the day of the report [1] Group 2 - Minsheng Jia Yin Fund's "Minsheng Jia Yin Sustained Growth Mixed A" (007731) has entered the top ten circulating shareholders of Xinyi Chang, holding 688,000 shares, which is 0.67% of the circulating shares, resulting in a floating loss of approximately 2.4355 million yuan on the day of the report [2] - The fund has achieved a year-to-date return of 36.02% and a one-year return of 43.48%, ranking 2320 out of 8162 and 1771 out of 8015 respectively [2] - The fund manager, Zhu Chenzhe, has been in position for 3 years and 305 days, with the fund's total asset size at 1.483 billion yuan [3]

Core Viewpoint - The company has officially launched its humanoid robot "HOSON-Robot" on October 12, 2023, after delays in the release of its core components [2]. Group 1: Product Development - The "HOSON-Robot" features core components such as the motion controller, dexterous hand, and joint modules, all of which are independently developed and produced by the company [2]. - The company aims to create highly reliable and safe humanoid robots to facilitate their application across multiple fields [2]. Group 2: Industry Collaboration - The company expresses a desire for more user participation and is open to exploring deep collaborations with industry leaders to build an industrial ecosystem [2]. - The goal is to empower broader scenarios with the application of humanoid robots [2].

Investment Rating - The report assigns a "Buy" rating for the company, indicating a strong potential for stock price appreciation in the next six months [5]. Core Insights - The company has launched the HOSON-Robot, a humanoid robot that leverages its expertise in semiconductor high-end equipment manufacturing and motion control technology, marking a significant step towards a second growth curve in embodied intelligence [1][3]. - The HOSON-Robot features a hybrid intelligent architecture that balances learning efficiency with safety and control, allowing it to switch between end-to-end and layered models based on the operational context [3]. - The company is expected to achieve net profits of 0.41 billion, 1.43 billion, and 2.37 billion yuan for the years 2025, 2026, and 2027, respectively, with corresponding price-to-earnings ratios of 175, 50, and 30 times [3]. Financial Summary - The company's projected revenue for 2025 is 1.01 billion yuan, with a growth rate of 8.52% compared to the previous year [4]. - The net profit for 2025 is estimated at 0.41 billion yuan, reflecting a slight increase of 1.47% from 2024 [4]. - The earnings per share (EPS) is forecasted to be 0.40 yuan in 2025, with a significant increase to 1.40 yuan by 2026 [4]. - The company’s total market capitalization is approximately 7.16 billion yuan, with a closing price of 70.15 yuan as of October 13, 2025 [5].

北京商报讯（记者 陶凤 王天逸）10月12日，新益昌官方微信公众号发布消息称，公司正式发布具身智 能机器人「HOSON-Robot」。 据称，HOSON-Robot的诞生依托公司基于固晶业务的十余年运控技术沉淀，实现HOSON-Robot"小 脑"运动控制器、灵巧手及关节模组等核心部件的自主研发生产，构建起坚实的技术壁垒。 在具身智能模型层面，HOSON-Robot采用混合智能架构，即融合端到端模型的"直觉响应"与"快慢双系 统分层模型"两种架构。分层模型中的高层系统(慢系统)专注于语义理解、任务规划与抽象决策；底层 系统(快系统)则负责实时动作生成、闭环控制和精确执行。 针对日常生活场景下的任务，HOSON-Robot采用VLA端到端模型完成快速训练学习，而对高安全、高 确定性场景下的任务，则切换为分层模型去实现，这一设计可有效解决端到端模型的不可解释性以及降 低非确定性风险，既满足当前工业场景的作业要求，可替代人工完成高强度、高精密作业，也为后续拓 展多场景奠定技术基础。 ...

Core Insights - The company has officially launched the HOSON-Robot, which features core components such as the motion controller, dexterous hand, and joint modules developed in-house [1][2] - HOSON-Robot employs a hybrid intelligent architecture that combines end-to-end models for intuitive responses and a layered model for semantic understanding and task planning [1] - The robot is designed to perform high-intensity and high-precision tasks, addressing the limitations of end-to-end models and reducing uncertainty risks [1] Technology and Features - The HOSON-Robot is equipped with a self-developed intelligent control unit (RMC100) that integrates motion control, multi-protocol communication, obstacle avoidance, and remote maintenance capabilities [2] - The dexterous hand of HOSON-Robot utilizes adaptive control strategies for real-time calculations, achieving high-precision control by integrating tactile, torque, and position information [2] - The joint modules are designed to be lightweight and compact, providing high overload output and precise positioning, with advanced drive technology ensuring quick and accurate movements [2] Strategic Development - The humanoid robot business has been identified as a core strategic focus for the company, with plans for regular R&D iterations following the initial launch of HOSON-Robot [2] - The company aims to enable the robot to operate flexibly, efficiently, and safely in complex and unstructured environments while expanding its application scenarios [2]

证券代码：688383 证券简称：新益昌 公告编号：2025-046 深圳新益昌科技股份有限公司 关于公司提起重大诉讼的公告 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）案件当事人 请求判令被告向原告支付货款、违约金（暂计至起诉前一日止，从起诉日起 继续计算至实际清偿之日止）、律师费及财产保全保函费共计人民币 38,558,661 元；请求判令被告承担本案全部诉讼费用；判令确认原告对抵押物（《购销合同》 中被告一所采购的 240 台 LED 固晶机）折价或者拍卖、变卖后的价款享有优先 受偿权；判令确认原告对给被告一试用的 1 台 LED 固晶机享有所有权；判令被 告二、三、四对诉讼请求中被告一的债务承担连带责任。 （三）事实和理由 重要内容提示： 一、本次重大诉讼的基本情况 深圳新益昌科技股份有限公司（以下简称"公司"或"原告"）与中顺半导 体科技（攀枝花）有限公司（以下简称"中顺攀枝花"）签署了《购销合同》，公 司如约供货，但中顺攀枝花却未按照合同约定支付货款，期间双方签署《购销合 同》补充协议以《购销合同》中 ...

Core Viewpoint - Shenzhen Xinyichang Technology Co., Ltd. has signed a sales contract with Zhongshun Semiconductor Technology Co., Ltd., but Zhongshun Panzhihua has failed to make the agreed payment, leading to legal action by the company to protect its rights and interests [1] Group 1 - The company has supplied goods as per the contract, but Zhongshun Panzhihua has not paid the outstanding amount of 37,420,000 yuan [1] - A supplementary agreement was signed to mortgage all machinery equipment purchased under the contract to ensure the payment of the outstanding amount [1] - Liu Wenjun and other related entities have provided guarantees for the payment obligations under the sales contract [1] Group 2 - The company has filed a lawsuit in the Renhe District People's Court of Panzhihua City against Zhongshun Panzhihua and other defendants to safeguard its legal rights [1] - The company has received a case acceptance notice from the court regarding the lawsuit [1]

人民财讯9月23日电，新益昌(688383)9月23日公告，公司与中顺半导体科技(攀枝花)有限公司(简称"中 顺攀枝花")签署了《购销合同》，公司如约供货，但中顺攀枝花却未按照合同约定支付货款。公司依法 向攀枝花市仁和区法院提起诉讼，并于近日收到法院出具的受理案件通知书。涉案金额合计约3855.87 万元。 ...

深圳新益昌科技股份有限公司发布重大诉讼公告。公司与中顺半导体科技（攀枝花）有限公司签《购销 合同》并供货，但对方未按约付款。公司向攀枝花市仁和区人民法院起诉中顺攀枝花、刘文军、浙江中 顺及深圳中顺，涉案金额包括欠付货款本金3742万元、逾期付款违约金、律师费、诉讼财产保全保函费 等，合计38558661元。目前案件已立案受理暂未开庭，审判结果、执行情况不确定，无法预计对公司利 润影响，公司将及时披露进展，提醒投资者注意风险。 ...

格隆汇9月16日丨新益昌(688383.SH)在投资者互动平台表示，公司子公司海威真空产品暂不涉及CPO光 通信领域，海威真空产品推出，有助于公司进一步拓展半导体、新能源、新材料等领域，实现多元化发 展。 ...