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].

New Stock Issuance - Shanda Electric (Stock Code: 301609) issued at a price of 14.66[1] - Jiyuan Group (Stock Code: 732262) issued at a price of 10.88[1] Market Alerts - Jichuan Pharmaceutical (Stock Code: 600566) has a tender offer period from June 18, 2025, to July 17, 2025[1] - The last trading day for Tuisan Jinguang (Stock Code: 600190) is July 14, 2025, with 4 trading days remaining[1] - The last trading day for Tuisan Jinjing (Stock Code: 900952) is also July 14, 2025, with 4 trading days remaining[1] Abnormal Fluctuations - *ST Zitian (Stock Code: 300280) reported severe abnormal fluctuations on July 10, 2025[1] - *ST Yushun (Stock Code: 002289) reported abnormal fluctuations on July 11, 2025[1] Other Notable Announcements - Longyuan Green Energy (Stock Code: 603185) announced on July 11, 2025[1] - Kedi Pharmaceutical (Stock Code: 000590) announced on July 14, 2025[1]

New Stock Offerings - Ji Chuan Pharmaceutical (600566) is in the offer period from June 18, 2025, to July 17, 2025[1] - Zhong Cheng Tui (300208) has 5 trading days remaining until the last trading day[1] - Tui Shi Jin Gang (600190) also has 5 trading days remaining until the last trading day[1] Delisting and Trading Alerts - Hengli Tui (000622) has 2 trading days remaining until the last trading day[1] - Tui Shi Jiu You (600462) has only 1 trading day remaining until the last trading day[1] - ST Zi Tian (300280) has an announcement dated July 10, 2025, regarding trading status[1] Abnormal Fluctuations - Changcheng Military Industry (601606) reported severe abnormal fluctuations on July 2, 2025[1] - An abnormal fluctuation was noted for Wei Xin Kang (603676) on July 5, 2025[2] - Multiple stocks, including ST Wei Ming (002581), reported abnormal fluctuations on July 11, 2025[2]

Core Viewpoint - The Tesla concept sector experienced a slight decline of 0.15% with a significant capital outflow of approximately 2.92 billion [1] Group 1: Stock Performance - A total of 84 stocks within the sector saw an increase, while 113 stocks experienced a decline [1] - The top-performing stocks included: - Gongzhi Tui (11.54%) - Kelu Electronics (10.02%) - Haosen Intelligent (7.49%) - Zhongke Sanhuan (5.22%) - Hezhuan Intelligent (5.02%) - Jinli Yongci (4.48%) - China Automotive Research (4.1%) - Jinjing Technology (3.23%) - Southern Precision (3.09%) - Nanbo A (2.49%) - *ST Weier (2.38%) - Nord Shares (2.03%) - Spring and Autumn Electronics (2.02%) - Baolong Technology (1.92%) - Hengdian East Magnet (1.74%) - Galaxy Magnet (1.71%) - Paislin (1.63%) - Shida Shenghua (1.61%) - Bowei Alloy (1.4%) - Delian Group (1.38%) [1] Group 2: Declining Stocks - The stocks with the largest declines included: - Rongtai Co. (-7.53%) - Yamaton (-5.0%) - Shenghong Technology (-4.96%) - Quanfeng Automotive (-4.64%) - Shuanglin Co. (-3.99%) - Xingyuan Zhuomei (-3.36%) - Jintuo Co. (-3.08%) - Keda Li (-3.01%) - Hailian Jinhui (-2.98%) - Huafeng Superfiber (-2.86%) - Chaojie Co. (-2.74%) - Jifeng Co. (-2.66%) - Ningbo Huaxiang (-2.64%) - Changsheng Bearing (-2.54%) - Saiwu Technology (-2.34%) - Fabon Information (-2.25%) - Chaoda Equipment (-2.07%) - Lingyun Co. (-2.06%) - Sikan Technology (-1.94%) - Changhua Group (-1.86%) [1]

证券代码：688529 证券简称：豪森智能 公告编号：2025-024 根据上海证券交易所相关规定，公司对相关问题进行了必要核实。现将相关 情况说明如下： 大连豪森智能制造股份有限公司 股票交易异常波动的公告 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。 重要内容提示： ? 大连豪森智能制造股份有限公司（以下简称"公司"或"本公司"）股 票交易连续 3 个交易日内（2025 年 7 月 8 日、2025 年 7 月 9 日、2025 年 7 月 10 日）收盘价格涨幅偏离值累计达到 30%，根据《上海证券交易所科创板股票上市 规则》《上海证券交易所交易规则》《上海证券交易所科创板股票异常交易实时 监控细则》的有关规定，属于股票交易异常波动的情形。 ? 经公司自查并向公司实际控制人发函确认，截至本公告披露日，公司及 公司实际控制人不存在影响公司股票交易异常波动的重大事项，亦不存在其他应 披露而未披露的重大事项。公司目前经营情况正常，未发生重大变化。 ? 公司股价短期波动幅度较大，敬请广大投资者注意投资风险，理性决策， 审慎 ...

证券代码：688529 证券简称：豪森智能 公告编号：2025-024 大连豪森智能制造股份有限公司 股票交易异常波动的公告 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。 2、经公司自查并向实际控制人发函查证，截至本公告披露日，公司实际控 制人不存在影响公司股票交易异常波动的重大事项，亦不存在其他应披露而未披 露的重大事项，包括但不限于并购重组、股份发行、债务重组、业务重组、资产 剥离和资产注入等重大事项。 重要内容提示： 大连豪森智能制造股份有限公司（以下简称"公司"或"本公司"）股 票交易连续 3 个交易日内（2025 年 7 月 8 日、2025 年 7 月 9 日、2025 年 7 月 10 日）收盘价格涨幅偏离值累计达到 30%，根据《上海证券交易所科创板股票上市 规则》《上海证券交易所交易规则》《上海证券交易所科创板股票异常交易实时 监控细则》的有关规定，属于股票交易异常波动的情形。 经公司自查并向公司实际控制人发函确认，截至本公告披露日，公司及 公司实际控制人不存在影响公司股票交易异常波动的重大事项，亦不存 ...

7月10日，豪森智能上涨7.49%登上龙虎榜，连续3个交易日内收盘价格涨幅较基准指数偏离值累计达到 30%，知名游资卖出。 龙虎榜显示，买入前五合计买入1.25亿元，卖出前五合计卖出7840.26万元，净额4636.00万元。 其中，广发证券股份有限公司南京汉中路证券营业部、国泰海通证券股份有限公司总部、瑞银证券有限 责任公司上海浦东新区花园石桥路第二证券营业部分别买入6417.03万元、1892.88万元、1527.01万元。 华泰证券股份有限公司张家港金港镇长江中路证券营业部、国泰海通证券股份有限公司总部、国泰海通 证券股份有限公司抚州金巢大道证券营业部分别卖出2372.39万元、1715.98万元、1331.96万元。 买入金额最大的前5名营业部 买入额/万 卖出额/万 净额/万 广发证券股份有限公司南京汉中路证券营业 部 6417.03 0.00 6417.03 国泰海通证券股份有限公司总部 1892.88 0.00 1892.88 瑞银证券有限责任公司上 海浦东新区花园石桥路第二证券营业部 1527.01 0.00 1527.01 中泰证券股份有限公司烟台正阳路证券营 业部 1508.58 0.00 ...

Market Overview - The A-share market experienced a rise and then a pullback, with the Shanghai Composite Index reaching a new high during the morning session before closing down [1] - The Shanghai Composite Index fell by 0.13%, the Shenzhen Component Index decreased by 0.06%, while the ChiNext Index rose by 0.16% [2][3] - The total market turnover was approximately 1.53 trillion yuan, an increase of 528 billion yuan compared to the previous trading day [2] Sector Performance - In terms of sector performance, the film and television, diversified finance, internet e-commerce, banking, and weight-loss drug sectors saw the largest gains, while the shipbuilding, non-ferrous metals, storage chips, and rare earth permanent magnet sectors experienced the most significant declines [3] Notable Stocks - Haosen Intelligent (688529), a BYD concept stock, hit the daily limit up of 20% [4] - New City, a leading stock in the new urbanization concept, also reached the daily limit up of 20%, while Guoyi Bidding hit a limit up of 30% [4] - Major bank stocks, including Industrial and Commercial Bank of China, Postal Savings Bank, and Agricultural Bank of China, reached historical highs during the session [4] BYD Developments - BYD announced the achievement of L4-level smart parking capabilities and committed to covering all users of its Tian Shen Yan vehicles in China for safety and loss in smart parking scenarios [7] - Smart parking is identified as a core scenario in smart driving, with the L4-level functionality being limited to this specific application [8] - Over 20 major domestic car manufacturers have announced new smart driving strategies and technology roadmaps this year, with the year 2025 being recognized as the "Year of Smart Driving" in the global automotive industry [9] Haosen Intelligent Insights - Haosen Intelligent is a supplier of intelligent manufacturing equipment for automotive powertrains, serving well-known brands such as SAIC-GM, Tesla, and BYD [10] - The company is rapidly developing its humanoid robot business and collaborating with leading domestic robot companies to create specialized humanoid robots [10] - The penetration rate of L2++ level smart auxiliary driving in vehicles priced below 100,000 yuan has achieved a breakthrough, driving rapid growth in the smart auxiliary driving incremental components industry [10] Financial Sector Activity - The diversified finance sector showed strong activity, with stocks like Yuexiu Capital hitting the daily limit up [12] - Recent measures announced by the People's Bank of China and the Hong Kong Monetary Authority aim to optimize the Bond Connect mechanism, supporting more domestic investors to invest in offshore bond markets [14][15] New Urbanization Sector - The new urbanization concept sector saw a strong performance, with leading stocks like New City and Guoyi Bidding hitting their daily limits [16][17] - The State Council has issued opinions to encourage local governments to enhance service efficiency and expand applications in various fields, including urban renewal [19]

Group 1 - The company Haosen Intelligent reached a limit increase of 20%, with a transaction volume of 270 million yuan and a turnover rate of 8.5% [1]

豪森智能于2020年11月9日在上交所科创板上市，公开发行的股票32,000,000股，发行价格为20.20元/ 股，保荐人(主承销商)海通证券股份有限公司(现名"国泰海通证券股份有限公司")，保荐代表人为曲洪 东、冷筱菡。 上市当日，豪森智能盘中最高价79.50元，为该股上市以来最高价。该股目前处于破发状态。 豪森智能首次公开发行股票募集资金总额64,640.00万元，募集资金净额为59,005.99万元。豪森智能最终 募集资金净额比原计划少20,994.01万元。豪森智能于2020年11月3日披露的招股说明书显示，该公司拟 募集资金80,000.00万元，用于新能源汽车用智能装备生产线建设项目、新能源汽车智能装备专项技术研 发中心建设项目、偿还银行贷款项目。 中国经济网北京7月8日讯豪森智能(688529.SH)昨日晚间发布5%以下股东减持股份计划公告。 豪森智能首次公开发行股票的发行费用为5,634.01万元，其中保荐及承销费用4,118.40万元。 因自身资金需要，豪森智能股东尚融创新(宁波)股权投资中心(有限合伙)(以下简称"尚融创新")和股东上 海尚融聚源股权投资中心(有限合伙)(以下简称"尚融聚 ...