Group 1 - The A-share market saw all three major indices rise collectively, with the Shanghai Composite Index increasing by 0.04% during the session. The communication, electronics, and computer sectors led the gains, while beauty care and food & beverage sectors experienced declines [1] - The machine tool sector showed strong performance, with the Machine Tool ETF (159663.SZ) rising by 2.03%. Notable individual stock performances included Zhejiang Haideman up by 13.96%, Hezhong Intelligent up by 7.25%, and Huichuan Technology up by 6.46% [1] - According to the National Bureau of Statistics, the production of industrial robots in July reached 63,700 units, with a year-on-year growth rate narrowing by 13.90 percentage points to 24.00%. Cumulative production from January to July was 447,100 units, with a year-on-year growth rate narrowing by 2.70 percentage points to 32.90% [1] Group 2 - Zhongyuan Securities indicated that the robot industry chain has been in an adjustment phase since 2021, nearing the end of the cycle. Despite this, the production of robots continues to grow positively, with an accelerating growth trend month-on-month, signaling a cyclical recovery in the industry [1] - The industrial robot sector is experiencing a cyclical recovery, combined with the resonance of humanoid robot themes, suggesting strong investment value within the robot industry chain [1][2]

Group 1 - The A-share market saw a collective rise in the three major indices on August 27, with the Shanghai Composite Index increasing by 0.04%. The communication, electronics, and computer sectors led the gains, while beauty care and food & beverage sectors experienced declines [1] - The machine tool sector showed strength, with the Machine Tool ETF (159663.SZ) rising by 2.03%. Notable individual stock performances included Zhejiang Haide Man up by 13.96%, Hezhong Intelligent up by 7.25%, and Huichuan Technology up by 6.46% [1] - According to the National Bureau of Statistics, the production of industrial robots in July was 63,700 units, with a year-on-year growth rate narrowing by 13.90 percentage points to 24.00%. Cumulative production from January to July reached 447,100 units, with a year-on-year growth rate narrowing by 2.70 percentage points to 32.90% [1] Group 2 - Zhongyuan Securities indicated that the robot industry chain has been in an adjustment phase since 2021, nearing the end of the cycle in terms of duration and magnitude. The continuous positive growth in robot production suggests an accelerating growth trend, signaling a cyclical recovery in the industry [1] - The industrial robot sector is experiencing a cyclical recovery, with a strong investment value in the robot industry chain, particularly in conjunction with humanoid robot themes [1] - The Machine Tool ETF closely tracks the China Machine Tool Index, which encompasses key areas of high-end equipment manufacturing, including laser equipment, machine tools, robots, and industrial control equipment, reflecting the core practices of innovation-driven and industrial upgrading [2]

公司发布的半年报数据显示，上半年公司共实现营业收入76.29亿元，同比增长44.66%，实现净利润 9.11亿元，同比增长44.87%，基本每股收益为0.9100元，加权平均净资产收益率8.70%。（数据宝） 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。 华工科技股价再创历史新高，该股近期呈不断突破新高之势，近一个月累计有10个交易日股价刷新历史 纪录。截至09:33，该股目前上涨2.66%，股价报61.67元，成交569.99万股，成交金额3.49亿元，换手率 0.57%，该股最新A股总市值达620.09亿元，该股A股流通市值619.77亿元。 证券时报·数据宝统计显示，华工科技所属的机械设备行业，目前整体涨幅为0.20%，行业内，目前股价 上涨的有303只，涨幅居前的有东杰智能、通用电梯、北矿科技等，涨幅分别为10.64%、7.53%、 7.37%。股价下跌的有267只，跌幅居前的有巨星科技、新芝生物、中寰股份等，跌幅分别为8.76%、 5.52%、4.93%。 两融数据显示，该股最新（8月26日）两融余额为38.08亿元，其中，融资余额为37.87亿元，近10日增加 12.48亿元，环比 ...

Group 1 - The core viewpoint of the news is that Huagong Technology has shown significant stock price growth and strong financial performance in recent months, indicating a positive market sentiment towards the company [1][2]. - As of August 26, Huagong Technology's stock price increased by 41.93% year-to-date, with a 15.79% rise in the last five trading days and a 45.96% increase over the past 60 days [1]. - The company reported a revenue of 76.29 billion yuan for the first half of 2025, representing a year-on-year growth of 46.71%, and a net profit of 9.11 billion yuan, up 45.81% year-on-year [2]. Group 2 - Huagong Technology's main business segments include optical devices (49.08%), sensitive components (25.46%), laser processing equipment (21.97%), holographic anti-counterfeiting products (2.77%), and leasing and others (0.72%) [1]. - The company has distributed a total of 10.87 billion yuan in dividends since its A-share listing, with 4.52 billion yuan distributed in the last three years [3]. - As of June 30, 2025, the number of Huagong Technology's shareholders decreased by 24.42% to 94,100, while the average circulating shares per person increased by 32.31% to 10,674 shares [2].

天眼查商业履历信息显示，华工科技产业股份有限公司，成立于1999年，位于武汉市，是一家以从事计 算机、通信和其他电子设备制造业为主的企业。企业注册资本100550.2707万人民币，实缴资本 89111.6632万人民币。公司法定代表人为马新强。 通过天眼查大数据分析，华工科技产业股份有限公司共对外投资了17家企业，参与招投标项目82次，知 识产权方面有商标信息94条，专利信息107条，此外企业还拥有行政许可15个。 来源：金融界 金融界消息 截至2025年8月25日收盘，华工科技（000988）报收于59.97元，上涨2.29%，换手率 10.67%，成交量107.22万手，成交金额64.62亿元。 资金流向方面，今日主力资金净流出2061.43万元，占比成交额0.32%。其中，超大单净流入4960.23万 元、占成交额0.77%，大单净流出7021.66万元、占成交额1.09%，中单净流出流入1646.52万元、占成交 额0.25%，小单净流入414.91万元、占成交额0.06%。 华工科技最新一期业绩显示，截至2025中报，公司营业总收入76.29亿元、同比增长44.66%，归属净利 润9.11亿元，同 ...

Group 1 - The core viewpoint of the article highlights the recent movements of social security funds in the A-share market, revealing that they have entered the top ten circulating shareholders of 71 new stocks in the second quarter of 2025 [1] - Su Shi Testing has the highest number of new social security fund holdings, with 3 new holdings, while Shanghai Jahwa and Xin Qiang Lian each have 2 new holdings [1] - The article provides a detailed list of companies that have seen new social security fund investments, including their respective shareholding numbers, quantities, and market values [2][3][4][5] Group 2 - Specific companies mentioned include Su Shi Testing with 1,486.20 thousand shares valued at 213 million yuan, Shanghai Jahwa with 1,150.51 thousand shares valued at 242 million yuan, and Xin Qiang Lian with 555.56 thousand shares valued at 199 million yuan [2][3] - Other companies with new social security fund holdings include Hengdian East Magnetic, Nuofushin, and Baichu Electronics, each with 1 new holding, along with their respective share quantities and market values [2][3][4] - The article lists a total of 71 companies that have received new investments from social security funds, indicating a diverse range of industries from agriculture to electronics and pharmaceuticals [2][3][4][5]

证券研究报告 | 2025年08月24日 通信行业周报 2025 年第 34 周 优于大市 DeepSeek V3.1 发布，工信部有序引导国产算力设施建设 行业要闻追踪：DeepSeek V3.1 发布，国产 GPU 芯片等加速突破。（1）8 月 21 日，DeepSeek 发布 DeepSeek-V3.1，基于下一代国产芯片训练。DeepSeek V3.1 采用 UE8M0 FP8 精度训练，可以直接在任何支持 MXFP8 + UE8M0 的硬 件上执行，能降低内存流量、提升矩阵乘法吞吐。V3.1 通过软件定义与更多 芯片适配，能让超低精度训练/推理在中国自研芯片上更容易实现。（2）工 信部表示将有序引导算力设施建设，加快突破 GPU 芯片等关键核心技术。 算力基础设施公司 2025 上半年业绩快速增长。（1）液冷头部企业英维克 2025H1 总营收 25.73 亿元，同比+50.3%，归母净利润 2.16 亿元，同比+17.5%， 受益于 AI 数据中心需求持续增长，公司机房温控业务收入高速增长，其散 热业务获得头部客户认证并被规模化采用。公司提供液冷全产业链解决方 案，下半年有望持续受益于 AI 数据 ...

Core Viewpoint - The company, Huagong Technology, has successfully registered and issued short-term financing bonds and medium-term notes, aiming to raise a total of up to RMB 20 billion for each type of bond to support its financial activities [2][3]. Group 1: Bond Registration and Approval - Huagong Technology's board approved the application for the registration of short-term financing bonds and medium-term notes, with a maximum registration scale of RMB 20 billion for each type [2]. - The registration for short-term financing bonds and medium-term notes has been accepted, with the registered amounts confirmed at RMB 20 billion each, valid for two years from the date of the acceptance notice [2]. Group 2: Short-term Financing Bond Issuance - The company has completed the issuance of its first short-term financing bond for 2025, named "Huagong Technology Industry Co., Ltd. 2025 First Phase Technology Innovation Bond" [3]. - The bond has a term of 210 days, with a total planned issuance amount of RMB 500 million, which was fully achieved [3]. - The bond was issued at a price of 100 yuan per 100 yuan, with an interest rate of 1.65%, and the main underwriter was China CITIC Bank [3].

通信行业 2025 年 8 月 22 日 分析师：陈伟光 S0340520060001 电话：0769-22119430 邮箱： chenweiguang@dgzq.com.cn 周 报 分析师：罗炜斌 S0340521020001 电话：0769-22110619 邮箱：luoweibin@dgzq.com.cn SAC 执业证书编号： S0340524070002 电话：0769-22119302 邮箱： chenzhanqian@dgzq.com.cn 资料来源：东莞证券研究所，iFind 相关报告 超配（维持） 通信行业双周报（2025/8/8-2025/8/21） 行 业 全球首批支持 NB-NTN 卫星通信的可穿戴平台面世 投资要点： 本报告的风险等级为中高风险。 本报告的信息均来自已公开信息，关于信息的准确性与完整性，建议投资者谨慎判断，据此入市，风险自担。 请务必阅读末页声明。 | 1、通信行业行情回顾 | | | 3 | | --- | --- | --- | --- | | 2、产业新闻 | | | 4 | | 3、公司公告 | | | 6 | | 4、行业数据更新 | | | 6 | | ...

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