Core Viewpoint - The company has shown signs of recovery in its performance despite the overall pressure in the photovoltaic industry, with significant reduction in losses on a quarterly basis and a gradual improvement in profitability [1] Business Performance - The core business segments have demonstrated strong resilience, with successful overseas delivery of photovoltaic equipment, maintaining the top market share in the industry [1] - The company achieved a shipment volume of 30.3 million kilometers for diamond wire, accelerating its market share growth [1] - The silicon wafer cutting service business produced 26 GW, ranking among the top five in the industry, with a penetration rate increasing to 8.23%, enhancing market competitiveness [1] Innovation and Expansion - The company is accelerating the development of innovative businesses, successfully launching 3C equipment and rapidly expanding into overseas markets, thereby enhancing global supply capabilities [1] - With the deepening of anti-competition policies in the photovoltaic industry, the company's main business profitability is expected to further recover [1] Future Growth Strategies - The company is actively laying out plans for humanoid robotics, aiming to cultivate a new growth curve for long-term sustainable development [1] - The company will continue to increase R&D investment to accelerate the recovery of its main business profitability while deepening its layout in innovative businesses and humanoid robotics [1] - The focus is on unleashing the growth potential of new businesses and continuously strengthening core competitiveness to enhance performance and create long-term investment value for shareholders [1]

Group 1 - The company, Gaoce Co., Ltd. (688556.SH), is planning to develop humanoid robot planetary roller screw grinding equipment starting in the first half of 2025 [1] - The development is currently in the research and development stage and is progressing smoothly [1] - The process from product development to revenue generation typically involves multiple stages, including scheme design, detailed drawings, prototype manufacturing, and prototype testing [1] Group 2 - The company is enhancing technical communication with potential clients to actively promote subsequent progress [1]

格隆汇9月10日丨高测股份(688556.SH)在投资者互动平台表示，受光伏行业整体环境影响，公司上半年 业绩虽仍承压，但季度环比已实现大幅减亏，盈利修复态势逐步显现。核心业务层面，各板块展现强劲 韧性：光伏设备成功实现海外整线交付落地，市占率稳居行业首位，龙头地位稳固；金刚线出货量达 3030 万千米，市占率加速提升；硅片切割服务业务产量达26GW，规模跃居行业前五，渗透率快速提升 至8.23%，市场竞争力持续增强。同时，创新业务拓展提速，3C设备成功推出，海外市场快速拓展，全 球化供应能力持续增强。随着光伏行业反内卷政策深化推进，公司主业盈利能力有望进一步修复。同 时，公司正积极布局人形机器人业务，培育全新增长曲线，为长期可持续发展奠定坚实基础。 股价波 动受多重因素影响，公司将持续加大研发投入，加速主业盈利修复进程；同时在创新业务及人形机器人 领域深化布局、聚力突破，全力释放新业务增长潜力，不断强化核心竞争力提升业绩，为股东创造更多 长期投资价值。 ...

Core Viewpoint - The company has successfully launched composite metal tendon ropes suitable for humanoid robot dexterous hands and other parts, resulting in small batch orders [1] Group 1: Product Development - The company promotes composite tungsten wire tendon ropes designed for high flexibility requirements of dexterous hands, featuring a very small bending radius [1] - The unique molecular structure design of the composite tungsten wire tendon ropes provides superior wear resistance and fatigue performance [1] Group 2: Market Recognition and Collaboration - The product offers reliable, durable, and precise power transmission solutions for humanoid robot dexterous hands, receiving high recognition from customers [1] - The company has entered trials with multiple robotics-related enterprises and has engaged in in-depth R&D collaborations with leading domestic companies [1]

证券代码：688556 证券简称：高测股份 公告编号：2025-070 重要内容提示： （一）赎回条件的满足情况 关于 "高测转债" 赎回结果暨股份变动的公告 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。 青岛高测科技股份有限公司 青岛高测科技股份有限公司（以下简称"公司"）股票自2025年7月28日至2025 年8月15日已有15个交易日的收盘价不低于当期转股价格的130%（即9.58元/股）， 公司股票已满足连续三十个交易日中至少有十五个交易日的收盘价不低于"高测 转债"当期转股价格的130%，根据《青岛高测科技股份有限公司向不特定对象发 行可转债公司债券募集说明书》（以下简称"《募集说明书》"）的约定，已触发"高 测转债"有条件赎回条款。 （二）本次可转债赎回事项公告披露情况 公司于2025年8月15日召开第四届董事会第十三次会议审议通过了《关于提 前赎回"高测转债"的议案》决定行使"高测转债"的提前赎回权，提前赎回发行在 外的全部"高测转债"。具体内容详见公司于2025年8月16日在上海证券交易所网 站（www. ...

Core Viewpoint - The company has successfully launched composite metal tendons suitable for humanoid robot dexterous hands and other parts, resulting in small batch orders [1] Group 1: Product Development - The company promotes composite tungsten wire tendons to meet the high flexibility requirements of dexterous hands [1] - Composite tungsten wire tendons feature a very small bending radius and a unique molecular structure design that offers superior wear resistance and fatigue performance [1] Group 2: Market Recognition - The new tendon solution provides reliable, durable, and precise power transmission, receiving high recognition from customers [1] - The product has entered trial use with multiple robotics-related enterprises and has initiated in-depth R&D cooperation with leading domestic companies [1]

| 证券代码：688556 | 证券简称：高测股份 | 公告编号：2025-069 | | --- | --- | --- | | 转债代码：118014 | 转债简称：高测转债 | | 青岛高测科技股份有限公司 关于实施"高测转债"赎回暨摘牌的最后一次提示性 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： 赎回登记日：2025年9月8日 赎回价格：100.1742元/张 赎回款发放日：2025年9月9日 最后交易日：2025年9月3日 自2025年9月4日起，"高测转债"停止交易。 最后转股日：2025年9月8日 截至2025年9月5日收市后，距离2025年9月8日（"高测转债"最后转股日）仅 剩1个交易日，2025年9月8日为"高测转债"最后一个转股日。 本次提前赎回完成后，"高测转债"将自2025年9月9日起在上海证券交易所摘 牌。 投资者所持可转债除在规定时限内按照7.37元/股的转股价格进行转股外，仅 能选择以100元/张的票面价值加当期应计利息（即100.1742元/张）被强制赎 回。若被 ...

Core Viewpoint - The report outlines the ongoing supervision of Qingdao High Measurement Technology Co., Ltd. by CITIC Construction Investment Securities Co., Ltd., highlighting the company's significant financial decline and the challenges faced in the photovoltaic industry [1][2][3]. Continuous Supervision Work - CITIC Construction Investment has established a comprehensive supervision system for High Measurement Technology, ensuring compliance with regulations and effective communication [1]. - The company has not reported any violations or breaches of commitments during the supervision period [2]. - Regular assessments and checks have been conducted to ensure adherence to laws and regulations, as well as to maintain effective internal controls [1][2]. Financial Performance - For the first half of 2025, the company reported a revenue of 1.45 billion yuan, a decrease of 45.16% year-on-year, and a net loss of 0.89 billion yuan, representing a 132.47% decline [6][8]. - The company's core business remains focused on the photovoltaic industry, which is currently experiencing a downturn, impacting revenue and profitability [6][8]. Industry Challenges - The photovoltaic industry is undergoing significant adjustments, with overall price declines leading to widespread losses across the supply chain [6][8]. - The company faces risks related to its core competitiveness, particularly if there are major technological shifts in the industries it serves, such as photovoltaics and semiconductors [3][4]. Risk Factors - The company is exposed to various risks, including significant declines in performance, core competitiveness risks, operational risks due to high customer concentration, and financial risks related to accounts receivable [5][6][8]. - The ongoing volatility in the photovoltaic sector may lead to further challenges in order fulfillment and cash flow management [6][8]. Research and Development - The company maintains a strong focus on R&D, with a commitment to enhancing its technological capabilities and product offerings [10][12]. - R&D expenditures for the reporting period were 89.42 million yuan, reflecting a strategic optimization of research projects [12][13]. Competitive Advantages - The company leverages its integrated service model, providing cutting equipment, consumables, and processing services, which enhances customer loyalty and market competitiveness [10][11]. - Strong partnerships with leading firms in the photovoltaic sector support the company's innovation and market presence [11][12].

根据调研日期截止日统计，近10日（8月22日至9月4日），海外机构对346家上市公司进行调研，其中， 蓝思科技最受关注，被72家海外机构密集调研。 证券时报·数据宝统计显示，近10日共有885家公司获机构调研，调研机构类型显示，证券公司调研达 856家，占比最多；基金公司调研740家，位列其后；海外机构共对346家上市公司进行走访。 海外机构调研榜单中，蓝思科技参与调研的海外机构达到72家，最受关注；其次是天孚通信，参与调研 的海外机构共有59家。 从股价表现看，获海外机构调研股近10日平均下跌0.67%。其中，股价上涨的有豪恩汽电、天孚通信 等，表现最好的是豪恩汽电，累计涨幅为61.38%。股价下跌的有219只，跌幅最大的是高测股份，累计 跌幅为20.59%。（数据宝） 近10日海外机构调研股 | 证券代码 | 证券简称 | 海外机构家数 | 最新收盘价（元） | 其间涨跌幅（%） | 行业 | | --- | --- | --- | --- | --- | --- | | 301488 | 豪恩汽电 | 3 | 126.60 | 61.38 | 汽车 | | 300394 | 天孚通信 | 59 | 17 ...

Core Points - The announcement from Gaoce Co., Ltd. indicates that investors holding convertible bonds can either continue trading in the secondary market or convert at a price of 7.37 CNY per share [2] - If investors do not take action within the specified timeframe, they may face forced redemption at a face value of 100 CNY per bond plus accrued interest, totaling 100.1742 CNY per bond [2] - The company warns that forced redemption could lead to significant investment losses for bondholders, urging them to convert or sell to avoid potential losses [2]