| PA 22-2 2002 September 1 810 1520 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( *) 买入营业部 | | | | 卖出营业部 | 是否为专场 | | 026-01-13 | 中控技术 | 688777 | 46.06 327.03 | 7.1 | 藝育理學學學學 | 發酵體製 | | KO | 1月13日，中控技术大宗交易成交7.1万股，成交额327.03万元，占当日总成交额的0.06%，成交价46.06 元，较市场收盘价63.27元折价27.2%。 ...

Group 1 - The company, Zhongkong Technology, has disclosed its 2025 annual performance forecast, expecting operating revenue to be between 763.98 million yuan and 844.40 million yuan, representing a decrease of 69.46 million yuan to 149.87 million yuan, or a decline of 7.60% to 16.40% year-on-year [1] - The net profit attributable to the parent company is projected to be between 42.62 million yuan and 52.42 million yuan, reflecting a decrease of 59.28 million yuan to 69.08 million yuan, or a decline of 53.07% to 61.85% year-on-year [1] - The net profit attributable to the parent company after deducting non-recurring gains and losses is expected to be between 32.76 million yuan and 40.29 million yuan, indicating a reduction of 63.47 million yuan to 70.99 million yuan, or a decrease of 61.17% to 68.42% year-on-year [1] Group 2 - Zhongkong Technology was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on November 24, 2020, with a public offering of 49.13 million shares at a price of 35.73 yuan per share [2] - The total amount raised during the IPO was 1.755 billion yuan, with a net amount of 1.637 billion yuan, exceeding the original plan by 30 million yuan [2] - The funds raised are intended for various projects, including the development and industrialization of next-generation control systems, intelligent industrial software, and high-precision pressure transmitters [2]

（文章来源：证券时报网） 数据宝统计，截至10:46，中控技术成交额33.22亿元，创上市以来新高。最新股价上涨13.53%，换手率 6.77%。上一交易日该股全天成交额为31.32亿元。（数据宝） ...

证券之星消息，1月12日自动化设备板块较上一交易日上涨2.54%，星辰科技领涨。当日上证指数报收于 4165.29，上涨1.09%。深证成指报收于14366.91，上涨1.75%。自动化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) | | | --- | --- | --- | --- | --- | --- | --- | | 920885 | 星辰科技 | 29.88 | 12.93% | 23.50万 | | 6.78亿 | | 920396 | 常辅股份 | 42.55 | 10.63% | 12.99万 | | 5.30亿 | | 688889 | 圆田换 | 61.29 | 10.61% | 22.57万 | | 13.38亿 | | 603015 | 弘讯科技 | 18.82 | 9.99% | 81.95万 | | 14.48亿 | | 300278 | 华昌达 | 6.75 | 9.22% | 105.84万 | | 6.91亿 | | 688777 | 中控技术 | 57.57 | 7.33% | 54.93万 | | 31.32 ...

数据宝统计，截至14:20，中控技术成交额27.27亿元，创2020年11月25日以来新高。最新股价上涨 7.01%，换手率6.11%。上一交易日该股全天成交额为11.90亿元。（数据宝） （文章来源：证券时报网） ...

Core Insights - The Robot ETF (159770) has shown significant trading activity, with a turnover of 2.08% and a transaction volume of 229 million yuan, while the underlying index, the CSI Robot Index (H30590), increased by 1.60% [1] - The Robot ETF has experienced substantial growth, with an increase of 333 million yuan over the past two weeks and 18.47 billion shares over the last three months [1] - The Tianhong Sci-Tech ETF (589860) also performed well, with a transaction volume of 2.8849 million yuan and the underlying SSE Sci-Tech Innovation Board Composite Index (000680) rising by 1.93% [1] Product Highlights - The Robot ETF (159770) closely tracks the CSI Robot Index, providing investors with an efficient tool to invest in the entire robot industry chain [2] - The Tianhong Sci-Tech ETF (589860) closely follows the Sci-Tech Composite Index, featuring leading technology companies with strong brand advantages and research capabilities [2] Related Products - The Robot ETF (159770) corresponds to the off-market linked funds (A: 014880; C: 014881) [3] - The Tianhong Sci-Tech ETF (589860) corresponds to the off-market linked funds (A: 023721; C: 023722) [3] Industry Events - Tesla's core supplier for the Optimus robot, Xinjian Transmission, has initiated IPO counseling, focusing on components for humanoid robots, which is expected to accelerate the industry chain [3] - According to Omdia, global shipments of humanoid robots are projected to reach 13,000 units by 2025, with Chinese manufacturers dominating the market, holding the top six positions in shipment volume [4] - The leading Chinese brand, Zhiyuan Robotics, accounted for 5,168 units, representing 39% of the global market share, while Yushu Technology followed closely with 4,200 units, together controlling 71% of the market [4] Institutional Views - Recent advancements in consumer robots are moving towards embodied intelligence, with companies showcasing robots with enhanced environmental adaptability at CES 2026 [5] - The push for domestic supply chain development is expected to lower core component costs, further promoting the large-scale deployment of consumer robots [5]

Core Viewpoint - 15 companies listed on the Sci-Tech Innovation Board have provided earnings forecasts for 2025, with 8 companies expecting profit increases, 3 companies expecting reduced losses, 2 companies expecting profit declines, and 2 companies expecting losses [1] Group 1: Earnings Forecast Overview - 53.33% of the companies forecast profit increases, with 8 out of 15 companies reporting positive earnings forecasts [1] - Among the companies expecting profit increases, 2 companies anticipate a net profit growth exceeding 100%, while 2 companies expect growth between 50% and 100% [1] Group 2: Individual Company Forecasts - Zhongke Lanyun (688332) expects the highest net profit growth of 371.51% [1] - Bai'ao Saituo (688796) and Qiangyi Co., Ltd. (688809) forecast net profit growth of 303.57% and 66.24%, ranking second and third respectively [1] - Other notable forecasts include: - Xinpeng Micro (688508) with a 66.00% increase - Muxi Co., Ltd. (688802) with a reduced loss of 54.22% [1] Group 3: Detailed Company Performance - Companies with profit increases: - Zhongke Lanyun: 371.51% [1] - Bai'ao Saituo: 303.57% [1] - Qiangyi Co., Ltd.: 66.24% [1] - Xinpeng Micro: 66.00% [1] - Daotong Technology (688208): 42.76% [1] - More Thread (688795): 41.36% [1] - Jianxin Superconductor (688805): 33.55% [1] - Yongxi Electronics (688362): 31.93% [1] - Youxun Co., Ltd. (688807): 22.01% [1] - Companies with reduced losses: - Muxi Co., Ltd.: 54.22% [1] - More Thread: 41.36% [1] - Zhenhua New Materials (688707): 14.73% [1] - Companies expecting losses: - Angrui Micro (688790): -19.44% [1] - Electric Wind Power (688660): -26.15% [1] - Companies expecting profit declines: - Zhongkong Technology (688777): -57.46% [1] - Aotewei (688516): -60.65% [1]

Group 1 - The State Council of China is implementing a package policy to promote domestic demand through fiscal and financial collaboration, focusing on enhancing consumer capacity and supporting private investment [1] - The Ministry of Finance and the State Taxation Administration announced the cancellation of the export VAT rebate for photovoltaic products starting April 1, 2026, which is expected to help stabilize foreign market prices and reduce trade friction risks [1] - The State Administration for Market Regulation is conducting an investigation into the competitive status of the food delivery service industry, with major platforms like Meituan and JD Express expressing their willingness to cooperate [1] Group 2 - Baogang Co. announced an adjustment in the related transaction price for rare earth concentrate to 26,834 yuan per ton (excluding tax), reflecting a 2.4% increase from the previous quarter [3] - The company Tongfu Microelectronics plans to raise no more than 4.4 billion yuan through a private placement [3] - Zhongchao Technology expects a net profit increase of 149.61% to 196.88% year-on-year for 2025 [3]

Core Viewpoint - The company expects a significant decline in both revenue and net profit for the fiscal year 2025 compared to the previous year, indicating potential challenges ahead for its financial performance [1] Revenue Forecast - The company anticipates achieving an operating revenue between 763,977.38 thousand yuan and 844,396.05 thousand yuan in 2025, which represents a decrease of 69,455.35 thousand yuan to 149,874.02 thousand yuan compared to the previous year, translating to a year-on-year decline of 7.60% to 16.40% [1] Net Profit Forecast - The expected net profit attributable to the parent company's shareholders for 2025 is projected to be between 42,618.44 thousand yuan and 52,415.78 thousand yuan, reflecting a decrease of 59,282.89 thousand yuan to 69,080.24 thousand yuan from the previous year, resulting in a year-on-year decline of 53.07% to 61.85% [1] Adjusted Net Profit Forecast - The company estimates that the net profit attributable to the parent company's shareholders, after deducting non-recurring gains and losses, will range from 32,762.93 thousand yuan to 40,294.64 thousand yuan in 2025, which indicates a reduction of 63,467.14 thousand yuan to 70,998.85 thousand yuan compared to the previous year, leading to a year-on-year decrease of 61.17% to 68.42% [1]

Core Viewpoint - Zhongkong Technology (688777.SH) expects a significant decline in net profit for the year 2025, projecting a range of 426 million to 524 million yuan, representing a year-on-year decrease of 53.07% to 61.85% [1] Group 1: Financial Performance - The anticipated decline in 2025 net profit is primarily attributed to a slowdown in macroeconomic growth and weak downstream customer demand, leading to a decrease in the company's main business revenue compared to the previous year [1] - The company also faces reduced income from bank wealth management and interest, alongside increased foreign exchange losses compared to the previous year [1] Group 2: Business Development - The company is fully committed to developing its industrial AI business, with innovative projects such as the time series large model TPT gradually achieving scalable commercial implementation [1]