| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002975 | 博杰股份 | 73.70 | -5.73% | 7.04万 | 5.23亿 | | 300757 | 罗博特科 | 203.04 | -5.60% | 4.66万 | 9.62亿 | | 688160 | 步科股份 | 87.70 | -4.24% | 1.05万 | 9329.76万 | | 603416 | 信捷电气 | 58.55 | -4.14% | 1 2.30万 | 1.37亿 | | 603025 | 大豪科技 | 17.80 | -3.94% | 16.72万 | 3.02亿 | | 002008 | 大族激光 | 38.00 | -3.65% | 19.41万 | 7.47亿 | | 603283 | 赛腾股份 | 48.01 | -3.21% | 15.60万 | 7.52亿 | | 300607 | 拓関西大 | 29.22 | -2.96% | 8.20万 | 2.43亿 | | 603666 | 亿嘉和 ...

截至发稿，大族激光市值为406亿元。 每经AI快讯，大族激光（SZ 002008，收盘价：39.44元）11月13日晚间发布公告称，截至本公告日，高 云峰累计质押股数为9093万股，占其所持股份比例为94.4%。大族控股累计质押股数约为1.06亿股，占 其所持股份比例为65.57%。 2025年1至6月份，大族激光的营业收入构成为：智能制造装备制造业占比100.0%。 每经头条（nbdtoutiao）——"银行直供房，不计成本卖！"有的半价出售，众多刚需还不知道！银行用 过的房很抢手，有人加价100万元抢拍 （记者 曾健辉） ...

关于控股股东部分股份解除质押及质押的公告 证券代码：002008 证券简称：大族激光 公告编号：2025068 一、股东股份质押（解除质押）基本情况 （一）股东股份质押（解除质押）基本情况 大族激光科技产业集团股份有限公司 关于控股股东部分股份解除质押及质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 大族激光科技产业集团股份有限公司（以下简称"公司"或"大族激光"） 近日接获公司控股股东大族控股集团有限公司（以下简称"大族控股"）之告知 函，获悉其将持有的本公司部分股份进行了解除质押及质押登记，具体情况如下： | 1、本次股份解除质押基本情况 | | --- | | 股东名称 | 是否为控股股东 或第一大股东及 | | 本次解除质 押股份数量 | 占其所持 股份比例 | 占公司总 股本比例 | 起始日 | 解除日期 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 其一致行动人 | | （股） | | | | | | | 大族控股 | | 是 | 3,520,00 ...

大族激光公告称，近日控股股东大族控股将持有的公司部分股份解除质押及质押。2025年11月12日，解 除质押352万股，占其所持股份2.18%，占总股本0.34%；11月13日，质押310万股，占其所持股份 1.92%，占总股本0.30%，用途为生产经营。截至公告披露日，控股股东及其一致行动人累计质押1.97亿 股，占持股76.33%，占总股本19.13%。未来半年、一年到期质押对应融资余额分别为11.32亿元、20.78 亿元，还款资金充足。本次质押不影响公司经营和控制权。 ...

【机器人ETF基金(159213)标的指数前十大成分股】 | 序号 | 代码 | 名称 | 涨跌幅 | 估算权重 | | --- | --- | --- | --- | --- | | 1 | 300124 | 汇川技术 | 1.26% | 10.22% | | 2 | 002230 | 科大讯飞 | 0.63% | 9.25% | | 3 | 002236 | 大华股份 | 2.20% | 5.26% | | 4 | 688169 | 石头科技 | 1.67% | 4.55% | | ਦੇ | 002008 | 大族激光 | 1.02% | 4.46% | | 6 | 688777 | 中控技术 | 1.98% | 4.24% | | 7 | 002472 | 双环传动 | 0.41% | 3.59% | | 8 | 300024 | 机器人 | 0.62% | 3.05% | | g | 688017 | 绿的谐波 | 0.60% | 2.52% | | 10 | 688343 | 云天励飞-U | 0.55% | 2.48% | 11月13日，A股全线反攻，硬科技板块大涨，截至收盘，机器人ETF基金(1 ...

AI技术浪潮席卷，证券业也在加紧布局，将业务与大模型结合起来。对投资者而言，如何利用大数据 进行投资决策，靠AI炒股靠谱吗？种种问题成为重要关切。 数据显示，大模型稳健50指数中，主要成份股的权重均为2%，目前披露的十只主要成份股中，上市银 行占据8席，涉及农业银行、苏州银行、交通银行、招商银行等，另外2股为国投电力、上港集团。从成 份股所属行业看，超四成属于金融行业，工业、公用事业也占比较高。 大模型新质生产力指数中，科技股占比较高，新易盛为第一大权重股，占比10%，海康威视、天孚通信 排在第二、三位，占比分别为9.83%和6.43%。此外，宇通客车、大族激光、传音控股也入列。 从所属行业看，信息技术行业企业占比过半，其次是通信服务、工业行业。 "把大语言模型应用到指数化投资场景，模拟投资经理的投资逻辑，定期由AI完成调仓，并建立应对市 场风险的预警机制，是当前券商金融科技转型的重要探索。"高华证券副总经理蔡洪玮对第一财经说。 11月12日，高华证券的指数产品"大模型稳健50"迎来发布一周年，该指数是国内首个基于大语言模型的 股票指数。今年8月，该机构又联合发布了大模型新质生产力指数。 Wind数据显示，截 ...

Core Insights - The core viewpoint of the article is that the frameless torque motor, a type of brushless permanent magnet synchronous motor, is experiencing significant growth in demand, particularly in the robotics sector, driven by its advantages in performance and efficiency [1][7]. Group 1: Overview of Frameless Torque Motors - Frameless torque motors consist of only two main components: the stator and rotor, eliminating the traditional motor casing, which allows for a high torque-to-volume ratio [1][2]. - The technology barriers for frameless torque motors mainly lie in magnetic circuit and process design, requiring high power output in low-voltage environments [2][4]. Group 2: Market Size and Growth - The market size for frameless torque motors in China is projected to grow from 30 million yuan in 2016 to 209 million yuan in 2024, achieving a compound annual growth rate (CAGR) of 27.5% [1][7]. - The demand for frameless torque motors is significantly driven by the commercialization of the downstream robotics industry [1][10]. Group 3: Competitive Landscape - The frameless torque motor market is characterized by a concentration of leading companies, with domestic manufacturers facing high technical barriers and relying heavily on imports for high-end products [1][9]. - Key domestic companies include Boke Co., Dazhong Electric, Weichuang Electric, and others, while notable international products come from companies like Kollmorgen and Parker [2][9]. Group 4: Applications in Robotics - Collaborative robots are the primary application area for frameless torque motors, accounting for approximately 70% of demand, with these motors making up about 10% of the total cost of collaborative robots [1][10]. - In humanoid robots, frameless torque motors are crucial for joint actuation, with their high torque density and rapid response enhancing robotic performance [1][12]. Group 5: Future Trends - The future development of frameless torque motors will focus on high performance and adaptability to various application scenarios, driven by ongoing technological advancements and increased R&D investment from domestic companies [1][16]. - The humanoid robot market is expected to see explosive growth, with global shipments projected to exceed 4,000 units in 2024, further increasing the demand for frameless torque motors [1][15].

11月10日，大族激光盘中下跌2.07%，截至11:02，报39.23元/股，成交4.65亿元，换手率1.22%，总市值 403.91亿元。 大族激光所属申万行业为：机械设备-自动化设备-激光设备。所属概念板块包括：PCB概念、5G、柔性 电子、苹果产业链、小米概念等。 截至9月30日，大族激光股东户数12.30万，较上期减少25.55%；人均流通股7775股，较上期增加 31.23%。2025年1月-9月，大族激光实现营业收入127.13亿元，同比增长25.51%；归母净利润8.63亿元， 同比减少39.46%。 分红方面，大族激光A股上市后累计派现37.13亿元。近三年，累计派现7.79亿元。 机构持仓方面，截止2025年9月30日，大族激光十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股6880.01万股，相比上期增加4344.83万股。华夏中证机器人ETF（562500）位居第四大流 通股东，持股2317.95万股，相比上期增加433.56万股。南方中证500ETF（510500）位居第五大流通股 东，持股1226.69万股，相比上期减少21.49万股。天弘中证机器人ETF（159770 ...

Summary of Conference Call Notes Industry Overview - The conference call discusses the performance of the China Industrial Tech sector, focusing on various companies within the industry, particularly in the areas of AI, energy storage systems (ESS), and consumer electronics. Key Highlights 1. **3Q25 Results**: - The sector average revenue and operating profit increased by 18% and 17% year-over-year respectively, with results mostly in-line with expectations [1][2] - Notable performance drivers included: - Capacity buildout by major domestic PCB customers for AI applications, particularly Hans Laser [1] - Capital expenditures in batteries and consumer electronics [1] - Strong demand in AIDC power and ESS, along with export demand [1] - Liquid cooling technology advancements [1] - Market share gains in the industrial automation segment [1] - Effective cost control leading to margin improvements [1] - Expansion into new technology markets such as infrared [1] 2. **Challenges Faced**: - Smaller players struggled with scaling and profitability [1] - Prolonged capital expenditure weakness in process automation sectors like steel and chemicals [1] - Delays in defense orders impacting AVIC Jonhon [1] - Margin deterioration due to high exposure to precious metals [1] 3. **Margin Trends**: - Smaller companies like HCFA are more vulnerable in a deflationary environment with ASP pressure [2] - AVIC Jonhon faced margin deterioration due to precious metal price hikes [2] - Larger players like Sanhua achieved margin beats through stringent cost control [2] - Kstar's ESS segment gross profit margin improved by over 3 percentage points due to a favorable product mix [2] Actionable Investment Ideas 1. **Buy Recommendations**: - Hans Laser: Strong demand in PCB and consumer electronics [3] - Kstar: Beneficiary of AIDC power and overseas ESS growth [3] - Inovance: Resilient performance in industrial automation [3] - Nari Tech and Centre Testing: Defensive plays with stable margins [3] 2. **Sell Recommendations**: - Raycus: Limited military end-market sales [3] - Baosight: Continued weakness in domestic steel industry capex [3] - Sanhua-A: Potential profit-taking pressure due to optimistic market expectations [3] Sector Focus Areas 1. **AI Demand**: - Hans Laser is experiencing strong growth in PCB equipment sales driven by capex expansion from key customers like Victory Giant [6] - Kstar anticipates higher sales growth in data center products due to increasing orders from domestic and overseas customers [6] 2. **Energy Storage**: - Sungrow expects 40%-50% global ESS installation growth in 2026, driven by renewable energy needs and market-driven policies in China [7] - Kstar aims to double its ESS sales growth in 2025, supported by positive demand outlook [7] 3. **Consumer Electronics**: - OPT anticipates stronger demand due to shifts in product form factors, particularly with Apple's upcoming products [8] - Han's Laser is benefiting from solid demand for iPhone 17 and next-generation smartphone equipment [8] 4. **Overseas Expansion**: - Hongfa has a dominant market share in HVDC relays and is expanding capacity in Germany and Indonesia to meet EV demand [10] - Inovance is also expanding overseas to support sales growth in EV powertrain products [10] Additional Insights - The conference call highlighted the importance of product mix and cost control in maintaining margins amid challenging market conditions [2][3] - The outlook for the sector remains positive, particularly in AI and energy storage, despite some challenges faced by smaller players and specific sectors [6][7][8]

Core Viewpoint - Dazong Laser has shown significant stock performance with a year-to-date increase of 68.46%, despite a recent decline of 2.17% over the last five trading days [1] Financial Performance - For the period from January to September 2025, Dazong Laser achieved a revenue of 12.713 billion yuan, representing a year-on-year growth of 25.51%. However, the net profit attributable to shareholders decreased by 39.46% to 863 million yuan [2] - The company has cumulatively distributed 3.713 billion yuan in dividends since its A-share listing, with 779 million yuan distributed over the last three years [3] Stock Market Activity - As of November 6, Dazong Laser's stock price was 41.54 yuan per share, with a market capitalization of 42.770 billion yuan. The trading volume was 3.87 billion yuan, with a turnover rate of 0.99% [1] - The stock has appeared on the "Dragon and Tiger List" once this year, with a net purchase of 4.52 billion yuan on August 11 [1] Shareholder Structure - As of September 30, 2025, Dazong Laser had 123,000 shareholders, a decrease of 25.55% from the previous period. The average number of circulating shares per person increased by 31.23% to 7,775 shares [2] - The top circulating shareholder is Hong Kong Central Clearing Limited, holding 68.8001 million shares, an increase of 43.4483 million shares from the previous period [3]