截至2025年7月18日收盘，伟创电气(688698)报收于54.87元，上涨1.22%，换手率3.99%，成交量8.43万 手，成交额4.56亿元。 当日关注点 交易信息汇总 7月18日伟创电气的资金流向显示，主力资金净流出1913.02万元；游资资金净流出2497.67万元；散户资 金净流入4410.69万元。 公司公告汇总 本次股票上市类型为股权激励股份，上市股数为2,419,500股，上市流通日期为2025年7月24日。 公司完成了2022年激励计划首次授予部分第三个归属期、预留授予部分第二个归属期及2024年激 励计划第一个行权期第一批次行权的股份登记工作。 2022年激励计划首次授予部分第三个归属期归属股份数量为114.4万股，涉及166人；预留授予部 分第二个归属期归属股份数量为25.25万股，涉及45人。 2024年激励计划第一个行权期第一批次行权股份数量为102.3万股，涉及85人。 本次归属及行权股票来源为公司向激励对象定向发行A股普通股股票。 本次股本变动后，公司总股本由211,375,274股增加至213,794,774股。 验资结果显示，公司收到的股票出资款共计人民币45,807,1 ...

证券代码：688698 证券简称：伟创电气 公告编号：2025-052 苏州伟创电气科技股份有限公司 关于 2022 年限制性股票激励计划首次授予部分第三个 归属期、预留授予部分第二个归属期归属结果及 2024 年股票期权激励计划第一个行权期第一批次行权结果 根据中国证券监督管理委员会、上海证券交易所、中国证券登记结算有限责任公司 上海分公司相关业务规定，苏州伟创电气科技股份有限公司（以下简称公司）于近日收到 中国证券登记结算有限责任公司上海分公司出具的《证券变更登记证明》，公司完成了2022 年限制性股票激励计划（以下简称2022年激励计划）首次授予部分第三个归属期、预留授 予部分第二个归属期及2024年股票期权激励计划（以下简称2024年激励计划）第一个行权 期第一批次行权的股份登记工作。现将有关情况公告如下： 一、2022年激励计划股票归属及2024年激励计划行权的决策程序和相关 信息披露 暨股份上市公告 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： ? 本次股票上市类型为股权激励股份；股票认购方式 ...

证券代码：688698 证券简称：伟创电气 公告编号：2025-052 苏州伟创电气科技股份有限公司 关于 2022 年限制性股票激励计划首次授予部分第三个 归属期、预留授予部分第二个归属期归属结果及 2024 年股票期权激励计划第一个行权期第一批次行权结果 暨股份上市公告 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： 本次股票上市类型为股权激励股份；股票认购方式为网下，上市股数为 2,419,500股。 本次股票上市流通总数为2,419,500股。 本次股票上市流通日期为2025 年 7 月 24 日。 根据中国证券监督管理委员会、上海证券交易所、中国证券登记结算有限责任公司 上海分公司相关业务规定，苏州伟创电气科技股份有限公司（以下简称公司）于近日收到 中国证券登记结算有限责任公司上海分公司出具的《证券变更登记证明》，公司完成了2022 年限制性股票激励计划（以下简称2022年激励计划）首次授予部分第三个归属期、预留授 予部分第二个归属期及2024年股票期权激励计划（以下简称2024年激励计划）第一个 ...

Market Overview - The A-share market opened slightly lower on July 17 but then experienced a rebound, with all three major indices showing positive performance, particularly the ChiNext index which rose nearly 1% [2] - The total market capitalization reached 14.20 trillion CNY, with a trading volume of 7698.06 million hands and a turnover rate of 1.46% [3] Pharmaceutical Sector - The pharmaceutical sector saw a significant surge, with multiple stocks hitting the daily limit up, including Weikang Pharmaceutical and Chengdu Xian Dao, both reaching a 20% increase [4][5] - Notable stocks in the pharmaceutical sector included: - Chengdu Xian Dao: 21.46 CNY, up 20.02% - Weikang Pharmaceutical: 20.71 CNY, up 19.99% - Other stocks like Lifespring Pharmaceutical and Zhejiang Zhenyuan also saw increases of around 10% [5][6] - The Hong Kong pharmaceutical and biotechnology sector also experienced notable gains, with companies like Fudan Zhangjiang and Kanyin Biotech showing significant price increases [6] Robotics Sector - The humanoid robot concept stocks remained active, with Nanjing Julong hitting the daily limit up of 20%, and other companies like Dongshan Precision and Taijing Technology also seeing substantial gains [7][8] - On July 17, the stock of Aowei New Materials achieved a 20% limit up, marking its seventh consecutive trading day of gains, with a closing price of 27.89 CNY [10][11] Policy Impact - The National Healthcare Security Administration recently announced the initiation of the 11th batch of centralized drug procurement, which will include 55 drug varieties, focusing on mature "old drugs" while excluding innovative drugs from the procurement list [6]

【热门ETF】 2. 7月16日，第三届中国国际供应链促进博览会在北京举行，英伟达首次亮相链博会。英伟达CEO黄仁 勋在演讲中表示，中国的供应链是奇迹。他预测，十年内，工厂将由软件和人工智能驱动，AI将指挥 机器人团队与人协作，智能产品的制造也将由 AI 驱动。"这将为中国的供应链生态创造新的机遇。 3. 美国人工智能云服务商CoreWeave宣布将在宾夕法尼亚州Lancaster投资高达60亿美元建设一个AI数据 中心。该中心初始产能预计为100 megawatts，未来可能扩展至300 megawatts，以满足不断增长的AI计 算需求。 【机构观点】 光大证券表示，混合AI能将AI计算的工作负载分配至终端AI与云端AI，实现两者协作。随着AI模型使 用量与复杂性的大幅增长，巨大的云端推理成本将限制生成式AI的规模化拓展。混合AI将部分计算负 载从云端转移至边缘终端，降低数据中心基础设施成本与网络传输成本、节约能耗。随着未来终端AI 处理能力的进一步增强，终端将承担更大比重的AI推理，以低成本优势赋能生成式AI的规模化拓展。 【市场复盘】 本周三(7月16日)，受到大盘映射，人工智能及机器人板块均呈现冲高 ...

Market Overview - A-shares maintained a narrow fluctuation on July 16, with the Shanghai Composite Index closing at 3503.78 points, down 0.03% [1] - The Shenzhen Component Index and the ChiNext Index both fell by 0.22% to 10720.81 points and 2230.19 points, respectively [1] - The total trading volume in the Shanghai and Shenzhen markets was 146.19 billion yuan, a decrease of over 170 billion yuan from the previous day [1] Sector Performance - Financial stocks collectively declined, while the steel, non-ferrous metals, and coal sectors showed weakness [1] - The automotive supply chain stocks surged, with companies like Rongtai Co., Fuda Co., and Zhejiang Rongtai hitting the daily limit [1] - The innovative drug concept saw significant activity, with stocks like Guosheng Tang and Iwu Biotech rising approximately 16% [5][6] - The humanoid robot concept remained hot, with companies like Shangwei New Materials achieving a six-day limit increase [2][4] Notable Company Movements - Huadian New Energy, which debuted on the Shanghai main board, closed up 125.8%, reaching a market value of over 300 billion yuan at one point [1] - Weiyali, a Hong Kong-based electronic component distributor, saw its stock surge by 288% upon resuming trading, with an intraday increase exceeding 900% [1] Humanoid Robot Sector Insights - The humanoid robot industry is in its early stages, with significant growth expected in the next 3 to 5 years across various applications [4] - The current phase is described as the "dawn" of humanoid robot industrialization, with mass production and large-scale application becoming feasible [4] - Cost reduction is crucial for the widespread adoption of humanoid robots, and companies that master core component technologies are recommended for investment [4] Innovative Drug Sector Insights - The innovative drug sector experienced strong gains, with several companies hitting the daily limit [5][6] - The recent launch of the 11th batch of national drug centralized procurement is expected to impact the market, focusing on mature "old drugs" rather than innovative drugs [7] - The introduction of measures to support the high-quality development of innovative drugs indicates a growing role for commercial insurance in the healthcare system [7] Pet Economy Sector Insights - The pet economy concept gained traction, with companies like Weike Technology rising over 10% [8] - The pet food sector is viewed as a growing market with significant long-term growth potential, particularly for domestic brands [8]

Core Viewpoint - Shanghai Kepler Robotics Co., Ltd. is focusing on strategic partnerships with listed companies in the automotive and robotics supply chain rather than traditional financial investors to enhance its capabilities and resources in the humanoid robotics sector [6][10]. Financing and Investment - Kepler completed an A+ round of financing on July 9, 2023, with new investors including listed companies Taotao Automotive and Furande, alongside previous investors from its A and Pre-A rounds [6][7]. - The company aims to build an industrial chain resource and address key component shortages in humanoid robotics, emphasizing that financial investors may not provide the necessary industry empowerment [6][10]. Industry Collaboration - The seven listed companies involved in Kepler's financing primarily focus on upstream component manufacturing and material supply, which can be leveraged for humanoid robotics development [8]. - Kepler is forming joint ventures with some of its investors to enhance collaboration and resource integration, such as establishing a company focused on robotic dexterous hands [9]. Product Development Strategy - Kepler adopts a "hardware-first" approach, believing that a stable and cost-effective hardware foundation is crucial for success in the humanoid robotics market [12][13]. - The company is developing both bipedal humanoid robots and wheeled robots, with the latter being seen as a transitional form for factory deployment [16]. Market Potential and Challenges - The humanoid robotics market is expected to see significant growth, with Kepler projecting a production capacity of 500 units per year from its new assembly plant [17]. - The company anticipates that its humanoid robots will be commercially viable in industrial settings, particularly for repetitive tasks, despite current challenges in scaling production [14][18]. Financial Considerations - Kepler's pricing strategy aims to provide a cost advantage in the market, with its "Pioneer K2" robot priced at approximately $30,000, which is competitive compared to traditional labor costs [13][17]. - The company is cautious about overextending financially, focusing on product development and market readiness before pursuing large-scale financing [18].

Core Insights - The company has successfully completed its A+ round of financing, attracting investments from Furan De and Taotao Automotive, marking the third financing update in the past six months [1] - The company aims to leverage the sales channels and operational experience of Taotao Automotive to establish an independent brand in North America, initiating its global commercial expansion [1] Investment and Partnerships - The company has attracted a total of seven listed company investors, including Furan De, Taotao Automotive, Zhaofeng Co., Hanwei Technology, Qiaofeng Intelligent, Keli Sensor, and Weichuang Electric [2] - The strategic partnerships with these companies focus on enhancing various technical aspects of humanoid robots, such as control precision, environmental perception, and manufacturing accuracy [3][4] Product Development - The company has developed two humanoid robot models, the Pioneer K1 and Pioneer K2, with the latter being its fifth-generation product, standing 175 cm tall and weighing 75 kg, capable of working for eight hours on a one-hour charge [6] - The robots are designed for diverse applications, including smart manufacturing, logistics, security patrols, and educational purposes [6] Market Challenges - The company acknowledges multiple challenges in the commercialization of humanoid robots, including insufficient scene adaptability, high cost control difficulties, fragmented channel networks, and the lack of unified global market standards [6][7] - The company aims to build a "technology-channel-market" integrated approach to develop customized application solutions tailored to different regional markets [7]

Group 1 - Shennong Development expects a net profit of 850 million to 950 million yuan for the first half of 2025, representing a year-on-year increase of 732.89% to 830.88% [1] - Sifang New Materials announced that its directors and senior executives collectively reduced their holdings by 80,000 shares, in line with a previously announced reduction plan [1] - Alliance Electronics plans to transfer 3.68% of its shares through a price inquiry, totaling 6.1869 million shares, due to the shareholders' funding needs [1][2] Group 2 - Yongtai Technology clarified that its patent for "a preparation method of lithium bis(fluorosulfonyl)imide" is still valid and has not been declared invalid [3] - Guibao Pet plans to invest 650 million yuan in building an intelligent warehousing and sorting center to enhance operational efficiency [4] - Deep Deep Housing A expects a net profit of 85 million to 120 million yuan for the first half of 2025, with a year-on-year increase of 1411.70% to 2034.17% [7] Group 3 - Shandong Steel anticipates a net profit of 12.71 million yuan for the first half of 2025, marking a turnaround from a loss of approximately 98.1 million yuan year-on-year [7] - Tangrenshen reported a June sales revenue of 698 million yuan from pig sales, a year-on-year increase of 26% [9] - Dongfang Zhongke plans to reduce its holdings by up to 3% of its shares due to the financial needs of a major shareholder [10] Group 4 - Weichuang Electric obtained six patents and two software copyrights between April 1 and June 30, 2025 [11] - Zhenai Home plans to reduce its holdings by up to 3% due to the financial needs of a major shareholder [13] - Xingwang Yuda's actual controller intends to reduce its holdings by up to 3% for personal financial needs [15] Group 5 - Guangyun Da intends to acquire 56.03% of Yilian Infinite for 352 million yuan, gaining control of the company [16] - Chao Tu Software's actual controller plans to reduce holdings by up to 2% due to personal financial needs [17] - Weixing Intelligent's actual controller plans to reduce holdings by up to 1.99% for personal financial needs [18] Group 6 - ST Dongshi is facing a bankruptcy reorganization application due to its inability to repay debts, with potential delisting risks if the court accepts the application [19][20] - Tongwei Co. plans to reduce its holdings by up to 1% due to personal financial needs [21] - Borui Pharmaceutical received approval for clinical trials of its drug for chronic obstructive pulmonary disease [22] Group 7 - Shuangwei New Materials announced progress in its control change plan, leading to the resumption of its stock trading [24] - Yunnei Power's stock is under risk warning due to false financial disclosures, with a name change to "ST Yun Dong" [26][28]

1 | 序 | | | | | 专利 | 取得 | 专利 | | --- | --- | --- | --- | --- | --- | --- | --- | | 号 | 专利名称 | 申请日期 | 授权日期 | 专利号 | 类型 | 方式 | 权人 | | | 一种电缆卷筒 | | | | 实用 | 原始 | | | 6 | 高压集电箱的 | 2024/7/4 | 2025/5/6 | ZL202421577524.2 | 新型 | 取得 | | | | 局放检测系统 | | | | 专利 | | | 注 1：发明专利保护期限自申请日起二十年； 证券代码：688698 证券简称：伟创电气 公告编号：2025-051 苏州伟创电气科技股份有限公司 关于取得专利证书和软件著作权证书 的自愿性披露公告 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。 苏州伟创电气科技股份有限公司（以下简称伟创电气或公司）及控股子公 司自2025年4月1日起至2025年6月30日取得国家知识产权局颁发的专利证书6项， 其中发明专利3项、实用新型 ...