格隆汇8月20日丨豪森智能(688529.SH)在投资者互动平台表示，人形机器人相关研发工作目前主要依托 大连基地人形机器人智能制造创新中心展开。未来，公司将根据整体业务布局和资源统筹需要，动态调 整各地的分工与职能，实现资源的最优配置。 ...

Group 1 - A-shares experienced significant activity on August 6, with 77 stocks hitting the daily limit up and 3 stocks hitting the limit down [1] - The China Shipbuilding sector was notably active, with China Shipbuilding and China Heavy Industry reaching the limit up [1] - The PEEK materials sector showed strength, with Zhongxin Fluorine Materials and Xinhan New Materials achieving consecutive limit up days, while Kaisheng New Materials and Huami New Materials also hit the limit up [1] - The Intelligent Robotics sector saw gains, with Haosen Intelligent reaching the limit up [1] Group 2 - Continuous limit up stocks included Zhongma Transmission with 5 limit up days in 6 trading sessions, Beijia Clean with 5 consecutive limit up days, and Honghe Technology with 4 limit up days in 8 sessions [1] - Other notable continuous limit up stocks included Changcheng Military Industry with 4 limit up days in 5 sessions, and several stocks like *ST Yushun and *ST Dongjing achieving 4 consecutive limit up days [1] - Stocks such as Guoji Precision Engineering and Furi Electronics also recorded 3 consecutive limit up days [1] Group 3 - Stocks that hit the limit down included *ST Yatai, Xining Special Steel, and Tibet Tianlu [2]

Core Viewpoint - The robotics sector is experiencing significant growth, driven by favorable government policies, innovative product launches, and upcoming industry events, leading to substantial stock price increases in related companies [1][4][7]. Group 1: Government Support and Policies - The Shanghai Municipal Government has issued the "Implementation Plan for the Development of Embodied Intelligence Industry," which includes support for key technologies with a maximum investment of 30% up to 50 million yuan [2][6]. - The plan aims to achieve breakthroughs in core algorithms and technologies, with a target of over 20 breakthroughs by 2027 and a core industry scale exceeding 50 billion yuan [6]. Group 2: Product Innovations - Yushutech has launched a new quadruped robot dog, Unitree A2, weighing approximately 37 kg with a range of 20 km, which has generated significant online interest [2][8]. - The robot can run at a maximum speed of 5 m/s and can carry a 100 kg adult, showcasing advanced capabilities in various terrains [8]. Group 3: Upcoming Industry Events - The 2025 World Robot Conference will be held in Beijing from August 8 to 12, featuring over 200 domestic and international robotics companies and more than 1,500 exhibits, including over 100 new product launches [3][8]. Group 4: Market Performance - The robotics ETF (159530) surged over 3%, with multiple stocks in the robotics sector experiencing gains of over 10%, indicating strong market sentiment [1][4]. - Notable stock performances include Huami New Materials rising nearly 21%, and several other companies like Haosen Intelligent and Guorui Technology also seeing significant increases [7]. Group 5: Market Trends and Projections - According to IDC, the global robotics market is projected to exceed $400 billion by 2029, with China expected to account for nearly half of this market [8]. - The commercial service robot market is rapidly expanding, with over 100,000 units expected to be shipped in 2024, led by Chinese manufacturers with an 84.7% market share [8]. Group 6: Application Scenarios - The application of embodied intelligence in various sectors, including logistics, industrial manufacturing, and healthcare, is seen as a key driver for industry growth, with companies that can effectively implement these technologies likely to lead the market [9].

Group 1 - The A-share market saw a strong performance in robotics concept stocks, with several companies hitting the daily limit up [1] - Notable performers included Haosen Intelligent and Guorui Technology, both reaching a 20% increase, while Fuheng New Materials rose over 16% [1][2] - The Shanghai government released the "Implementation Plan for the Development of Embodied Intelligence Industry," which may further boost the sector [1] Group 2 - Haosen Intelligent's market capitalization is approximately 4.134 billion, with a year-to-date increase of 56.66% [2] - Guorui Technology has a market value of around 6.091 billion, with a remarkable year-to-date increase of 172.01% [2] - The robotics sector overall has a market capitalization of 31.6 billion, with a year-to-date increase of 12.37% [2]

Group 1 - The core viewpoint of the news highlights the significant performance of Haosen Intelligent on the STAR Market, with the stock reaching a limit-up price of 24.58 yuan and a trading volume of 367 million yuan, indicating strong market interest [2] - Among STAR Market stocks, a total of 336 stocks were reported to be rising, with 17 stocks experiencing an increase of over 5%. Notable gainers included Haosen Intelligent, Juguang Technology, and Rejing Biology, which rose by 20.02%, 11.72%, and 11.50% respectively [2] - Conversely, 241 stocks were reported to be declining, with major losers including Shunwei New Materials, Tianchen Medical, and Shenlian Biology, which fell by 15.23%, 8.85%, and 5.66% respectively [2] Group 2 - In terms of capital flow, Haosen Intelligent experienced a net outflow of 6.68 million yuan from main funds on the previous trading day, with a total net outflow of 46.52 million yuan over the past five days [3] - The latest margin trading data as of August 5 shows that the margin balance for Haosen Intelligent is 173 million yuan, with a decrease of 4.0044 million yuan from the previous trading day, representing a decline of 2.26% [3] - Over the past ten days, the total margin balance has decreased by 4.857 million yuan, reflecting a decline of 2.73%, with the financing balance also dropping by 2.73% during this period [3]

Group 1 - The humanoid robot concept stocks experienced significant upward movement on August 6, with Huami New Materials and Changsheng Bearings rising over 15% [1] - Zhongdali De reached the daily limit increase, indicating strong investor interest [1] - Other companies such as Haosen Intelligent, Fuliwang, and Wanda Bearings also saw gains, reflecting a broader trend in the humanoid robotics sector [1]

Group 1 - The company will participate in a thematic forum during the 2025 World Robot Conference [1] - The head of the company's intelligent research institute will attend and engage in industry discussions [1] - The company has established deep cooperative relationships with several leading domestic robotics companies, including Zhiyuan Robotics, Leju Robotics, and the Zhejiang Humanoid Robotics Innovation Center [1]

Market Overview - The Shanghai Composite Index closed at 3567.02 points, with a change of 0.20% [1] - The total trading volume of A-shares reached 932.32 billion yuan [1] Technical Analysis - A total of 45 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: - Sifang Jingchuang (300468) with a distance of -1.64% - Zhongyou Capital (000617) with a distance of -1.04% - Langxin Group (300682) with a distance of -0.94% [1] Individual Stock Performance - Sifang Jingchuang (300468) saw a decline of 1.58% with a trading turnover of 4.30% [1] - Zhongyou Capital (000617) decreased by 3.42% with a turnover of 1.28% [1] - Langxin Group (300682) fell by 1.37% with a turnover of 1.64% [1] - Other notable stocks include: - China Life Insurance (601319) increased by 0.37% [1] - Haosen Intelligent (688529) rose by 0.71% [1] - Donglai Technology (688129) increased by 1.25% [1] Additional Stock Movements - Stocks with minor declines include: - Huatai Wine Industry (000995) down by 1.31% [1] - Changyang Technology (688299) down by 0.22% [1] - Dream Jie's (002397) decline of 1.39% [1] - Stocks with slight increases include: - Matrix Technology (301299) up by 1.15% [2] - Lianxin Electronics (002036) down by 0.47% [2]

Core Insights - The stock price of Haosen Intelligent (688529) closed at 20.52 yuan, down 1.72% as of July 29, 2025, with a trading volume of 50,700 lots and a transaction amount of 1.04 billion yuan [1] - The company reported total revenue of 506 million yuan for Q1 2025, a year-on-year increase of 15.03%, while net profit attributable to shareholders decreased by 502.97% to 31.56 million yuan [1] - The company has a debt ratio of 70.97%, indicating a high level of leverage [1] Financial Performance - Total revenue for Q1 2025: 506 million yuan, up 15.03% year-on-year [1] - Net profit attributable to shareholders: 31.56 million yuan, down 502.97% year-on-year [1] - Non-recurring net profit: 28.17 million yuan, down 720.64% year-on-year [1] - Current ratio: 1.405, quick ratio: 0.600, debt ratio: 70.97% [1] Company Background - Haosen Intelligent Manufacturing Co., Ltd. was established in 2002 and is located in Dalian, primarily engaged in the automotive manufacturing industry [2] - The company has a registered capital of 1.67287309 billion yuan and has made investments in 12 enterprises [2] - The company holds 11 trademark registrations and 102 patents, along with 257 administrative licenses [2]

Investment Rating - The report maintains a "Recommended" investment rating for the humanoid robot industry [7]. Core Insights - The humanoid robot concept index increased by 4.57% from July 13 to July 18, 2025, outperforming the CSI 300 index by 3.48 percentage points. Year-to-date, the humanoid robot index has risen by 44.57%, surpassing the CSI 300 index by 38.34 percentage points [2][13]. - Key companies in the humanoid robot sector are receiving significant capital support, with notable investments and IPO preparations indicating a robust growth trajectory [4][5]. Weekly Market Review - From July 13 to July 18, 2025, the humanoid robot concept index rose by 4.57%, while the year-to-date performance shows a 44.57% increase compared to the CSI 300 index [2][13]. - Among A-share humanoid robot stocks, Zhongdali De had the highest weekly increase at +30.62%, while Haosen Intelligent saw the largest decline at -11.73% [19]. Weekly Hotspot Review Policy Developments - Guangdong Province is accelerating the development of the embodied robot industry, focusing on future industries such as biomanufacturing and quantum technology [3][22]. - Shanghai's government has approved the "Moli Ju Shen" action plan to establish a highland for embodied intelligence industry development [3][22]. Product and Technology Iteration - UBTECH's Walker S2 has introduced a world-first autonomous battery swap system, enabling 24/7 operation [3][24]. - The Beijing Humanoid Robot Innovation Center launched the first one-stop public service platform for embodied intelligence in China [3][24]. Investment and Financing - Zhiyuan Robotics completed a strategic financing round supported by Charoen Pokphand Group, enhancing its market reach [4][25]. - Blue Dot Touch Technology announced nearly 100 million RMB in Series B financing to accelerate humanoid robot industrialization [4][25]. - Yushu Technology has initiated IPO counseling, with its controlling shareholder holding approximately 35% of the company [5][27]. Key Company Announcements - New Era plans to launch a general controller for embodied intelligence in 2025 and collaborate with Haier on smart manufacturing solutions [4][28]. - Bertley intends to invest 198 million RMB in a partnership focused on high-growth unlisted companies in the humanoid robot sector [4][29]. - Chipsea Technology is exploring applications in robotic electronic skin and six-dimensional force sensors [4][29].