Group 1 - The core viewpoint of the article is the strategic partnership between Haosen Intelligent and Leju (Shenzhen) Robotics Technology Co., Ltd. to enhance industrial scene intelligence through embodied intelligent technology collaboration and industry implementation [1] - The collaboration will focus on deep cooperation in multiple dimensions including technology, market, and customer resources [1]

格隆汇8月20日丨豪森智能(688529.SH)在投资者互动平台表示，公司与智元机器人的合作核心围绕人形 机器人在汽车生产制造领域的具体应用，不涉及代工事项，后续如有其它重大进展，公司将严格按照信 息披露规定履行披露义务。 ...

Group 1 - The core viewpoint of the article is that Haosen Intelligent (688529.SH) is focusing its humanoid robot research and development primarily at its Dalian base, specifically at the Humanoid Robot Intelligent Manufacturing Innovation Center [1] - The company plans to dynamically adjust the division of labor and functions across different locations based on overall business layout and resource allocation needs, aiming for optimal resource configuration [1]

金融界消息 截至2025年8月12日收盘，豪森智能（688529）报收于22.28元，下跌1.94%，换手率 4.67%，成交量7.85万手，成交金额1.77亿元。 资金流向方面，今日主力资金净流出1604.58万元，占比成交额9.07%。其中，超大单净流出1318.24万 元、占成交额7.45%，大单净流出286.34万元、占成交额1.62%，中单净流出流出105.34万元、占成交额 0.6%，小单净流入1709.92万元、占成交额9.67%。 豪森智能最新一期业绩显示，截至2025一季报，公司营业总收入5.06亿元、同比增长15.03%，归属净利 润3155.67万元，同比减少502.97%，扣非净利润2817.41万元，同比减少720.64%，流动比率1.405、速动 比率0.600、资产负债率70.97%。 天眼查商业履历信息显示，大连豪森智能制造股份有限公司，成立于2002年，位于大连市，是一家以从 事汽车制造业为主的企业。企业注册资本16728.7309万人民币，实缴资本16728.7309万人民币。公司法 定代表人为董德熙。 通过天眼查大数据分析，大连豪森智能制造股份有限公司共对外投资了12家企 ...

Market Overview - On August 6, A-shares experienced a significant increase, with the Shanghai Composite Index closing at 3633.99 points, up 0.45%, marking a three-day consecutive rise and a new annual closing high [2] - The total market turnover reached 1.7592 trillion yuan, an increase of 143.4 billion yuan compared to the previous trading day [2] - Over 3300 stocks in the market rose, with nearly 100 stocks increasing by over 9%, primarily focusing on military and robotics sectors [2] Robotics Sector - The robotics sector saw a resurgence, with stocks like Haosen Intelligent and Guorui Technology hitting the daily limit of 20% [3] - IDC forecasts that the global robotics market will exceed $400 billion by 2029, with China accounting for nearly half of that market [3] - The Shanghai Municipal Government has issued a plan aiming for significant advancements in embodied intelligence technology by 2027, targeting a core industry scale of over 50 billion yuan [4] Military Industry - The military sector remains strong, with stocks like Changcheng Military Industry achieving a five-day four-limit rise [5] - China Shipbuilding and China Heavy Industry have received approval for a merger, with their stocks set to be suspended from trading starting August 13 [5] - The military sector's fundamentals are improving, with expectations for continued order announcements and growth in commercial aerospace and low-altitude economy sectors [5] Market Sentiment - The market sentiment remains optimistic, with expectations for the Shanghai Composite Index to continue its upward trend [6] - Strong policy support is anticipated to provide a foundation for market stability, with a focus on technology and small-cap growth sectors [6] - The upcoming half-year report season may lead to performance verification pressures on high-valuation stocks, suggesting a cautious approach to investment [6]

| 买入营业部名称 | 买入金额(万元) | | --- | --- | | 华林证券股份有限公司北京分公司 | 2946.28 | | 华泰证券股份有限公司总部 | 1991.18 | | 国泰海通证券股份有限公司总部 | 1804.07 | | 开源证券股份有限公司西安西大街证券营业部 | 1152.55 | | 东莞证券股份有限公司北京分公司 | 1063.67 | | 卖出营业部名称 | 卖出金额(万元) | | 国泰海通证券股份有限公司北京知春路证券营业部 | 1532.62 | | 中泰证券股份有限公司烟台正阳路证券营业部 | 811.05 | | 国泰海通证券股份有限公司总部 | 788.70 | | 海通证券股份有限公司上海黄浦区合肥路证券营业部 | 756.53 | | 国泰海通证券股份有限公司泸州星光路证券营业部 | 745.69 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.36亿元， 其中，买入成交额为8957.75 万元，卖出成交额为4634.59万元，合计净买入4323.16万 ...

从资金流向上来看，当日专用设备板块主力资金净流入18.16亿元，游资资金净流出10.72亿元，散户资金 净流出7.43亿元。专用设备板块个股资金流向见下表： 证券之星消息，8月6日专用设备板块较上一交易日上涨2.16%，豪森智能领涨。当日上证指数报收于 3633.99，上涨0.45%。深证成指报收于11177.78，上涨0.64%。专用设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688529 | 家森書能 | 24.58 | 20.02% | 18.26万 | | 4.27 乙 | | 300472 | *ST新元 | 5.64 | 20.00% | 50.04万 | | 2.54亿 | | 688377 | 迪威尔 | 31.09 | 10.44% | 4.01万 | | 1.20亿 | | 603800 | 洪田股份 | 37.57 | 10.01% | 18.05万 | | 6.56亿 | | 002611 | 东方精工 | 15.64 | 9 ...

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]