此前市场普遍担忧中美贸易摩擦加剧及关税提升对苹果供应链和盈利能力的负面影响。此次加大美国投 资计划，释放出公司主动应对政策风险的信号，显著缓解投资者疑虑，稳定市场情绪。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 002008 | 大族激光 | B | 10.00 | 349亿 | 37.45 | | 002981 | 朝阳科技 | 1 | 10.00 | 43.01 Z | 37.74 | | 600361 | 创新新材 | | 8.35 | 181亿 | 16.30 | | 300433 | 蓝思科技 | 1 | 5.77 | 1279亿 | 12.55 | | 873726 | 卓兆点胶 | 福 | 5.09 | 26.79亿 | 57.07 | | 301312 | 智立方 | 资 | 4.76 | 54.73亿 | 31.25 | | 688686 | 奥昔特 | th | 4.51 | 138亿 | 50.24 | | 600366 | 宁波韵升 | 1 | 4.42 | 166亿 | ...

拉长时间看，截至8月8日，机器人ETF南方(159258)近1周累计上涨4.44%。 消息面上，2025世界机器人大会于8月8日至8月12日在北京如期举行。会上，全球机器人产业发展趋势 和具身智能企业全球化市场路径，成为国内外行业人士热议的焦点。大会吸引了超过200家国内外企业 参展，展出1500余件机器人产品，其中100余款为全球首发。大会以"让机器人更智慧，让具身体更智 能"为主题，集中展示了人形机器人在工业、服务、消费等多个领域的应用场景，标志着机器人产业已 进入从实验室走向商业化落地的关键阶段。 截至2025年8月11日 11:05，机器人ETF南方(159258)上涨1.74%，盘中换手9.06%，成交2033.01万元。跟 踪指数中证机器人指数强势上涨1.59%，成分股景业智能上涨11.20%，大族激光上涨10.00%，凯尔达上 涨5.64%，振邦智能，科沃斯等个股跟涨。 太平洋证券指出，今年上半年，最大的特点就是由于机器人行业非常火爆、以及政策的相关支持，整机 厂商、零部件厂商，平均实现了50%到100%的增长，从需求端拉动了整个的行业的发展"。此次人形机 器人大会参会的人形机器人的展商数创历史 ...

作者：金股通 截至8月11日开盘一小时，主力资金流入前20的股票分别为：同花顺（6.78亿元）、东方财富（6.64亿 元）、新易盛（6.36亿元）、天齐锂业（5.54亿元）、贵州茅台（5.24亿元）、国盛金控（4.82亿元）、 胜宏科技（4.48亿元）、歌尔股份（3.74亿元）、大族激光（3.73亿元）、中际旭创（3.66亿元）、立讯 精密（3.65亿元）、指南针（3.41亿元）、中恒电气（3.15亿元）、麦格米特（2.96亿元）、华胜天成 （2.77亿元）、上海电气（2.64亿元）、蓝思科技（2.29亿元）、潍柴重机（2.25亿元）、创新医疗 （2.19亿元）、电科芯片（2.13亿元）。 本文源自：金融界 ...

转自：证券时报 人民财讯8月11日电，钙钛矿电池概念走高，大族激光、上海港湾涨停，聚赛龙、帝尔激光跟涨。消息 面上，据科技日报，记者10日从昆明理工大学获悉，该校研究人员开发出一种新型晶界稳定技术，成功 解决了钙钛矿太阳能电池长期面临的效率与稳定性瓶颈问题，为高效太阳能电池的产业化应用提供了关 键支撑。 ...

A股钙钛矿电池概念走高，大族激光、上海港湾涨停，聚赛龙、帝尔激光跟涨。 ...

Group 1 - The A-share market saw a collective rise in major indices on August 11, with the robotics sector performing actively, particularly the Robotics ETF (159770), which rose by 1.14% and had a trading volume exceeding 1 billion yuan, ranking first among similar products in the Shenzhen market [1] - Key stocks within the Robotics ETF, such as Jingye Intelligent and Dazhu Laser, experienced gains of over 8%, while other stocks like Ecovacs and Jiangsu Beiren also followed suit [1] - The Robotics ETF closely tracks the CSI Robotics Index, with significant holdings in companies like Huichuan Technology and iFlytek, and it has a current circulation scale of 6.617 billion yuan, leading in the Shenzhen market [1] Group 2 - At the 2025 World Robotics Conference, the founder and CEO of Yushu Technology highlighted that the average growth rate of the robotics industry, including component and complete machine manufacturers, was between 50% and 100% in the first half of the year, indicating a remarkable growth trend [2] - The conference also marked a significant milestone with the first large-scale commercial contract for industrial embodiment robots in China, signaling a transition from technology validation to large-scale commercial use in the intelligent manufacturing sector [2] - Analysts from Guotai Haitong Securities noted that the 2025 World Robotics Expo showcased significant improvements in scale and product quality, indicating a critical turning point for humanoid robots moving towards commercialization [3] Group 3 - Huolong Securities pointed out that the humanoid robotics sector has experienced multiple catalysts recently, suggesting that the industry is entering a "technology breakthrough → mass production cost reduction → scene penetration" golden cycle, which is expected to become a core investment theme by 2025 [3]

►牛熊股：这两只军工股领涨 ，42股涨超30% 本周共有42只个股涨幅30%。佳缘科技本周累计涨幅达63.29%居首。此外，国机精工累计涨幅也超60%；科创新源、安利股份均累计涨超50%。 本周涨超40%的个股中，按所属行业统计，国防军工和基础化工行业均有3股上榜。 跌幅榜中，本周累计下跌的个股中，57股跌幅在10%以上，悍高集团、*ST广道、华蓝集团累计跌幅均超20%。 | 证券简称 | 周涨跌幅 | 加毛, 值水 | 局涨跌幅 | | --- | --- | --- | --- | | 佳缘科技 | 63.29% | 悍高集团 | -24.49% | | 国机精工 | 61.05% | *ST广道 | -22.31% | | 科创新源 | 53.05% | 华蓝集团 | -22.18% | | 安利股份 | 51.60% | C汉桑 | -19.03% | | 中马传动 | 49.52% | 天府文旅 | -18.86% | | 日海智能 | 49.15% | 安正时尚 | -18.86% | | 洪通燃气 | 48.77% | 茂业商业 | -18.55% | | 北方长龙 | 48.46% | 南新制 ...

Industry Summary - Only two industries, non-ferrous metals and beauty care, received significant capital inflow this week, with net inflows of 687 million and 34.35 million respectively [1] - The computer and pharmaceutical industries experienced the highest net sell-offs, each exceeding 10 billion [1] Company Summary - The top three companies with the highest net inflows were Dazhong Laser, Chutianlong, and Tianqi Lithium, with net inflows of 1.019 billion, 781 million, and 662 million respectively [1] - The companies with the highest net outflows were Zhongji Xuchuang, Xinyi Sheng, and Hikvision, facing net outflows of 1.708 billion, 1.251 billion, and 1.244 billion respectively [1]

每经记者｜胥帅 每经编辑｜董兴生 "长江后浪推前浪，世上新人赶旧人"，这句古诗也可以用到资本市场，比如大族激光和它的子公司大族 数控。 8月8日，大族数控（301200.SZ，股价93.38元，市值397.34亿元）股价又创新高，已经将大族激光 （002008.SZ，股价30.8元，市值317.12亿元）的市值甩到了身后。并且，大族激光所持有大族数控股份 的市值也高于其自身市值。 子公司市值胜过母公司，究其原因可以从股本结构和主营业务来看。相比而言，子公司的股本筹码更 轻，业务更聚焦。 子公司市值超过母公司 8月8日，大族数控股价又创新高，市值更是逼近400亿元。根据开盘啦统计数据，7月21日到8月8日，大 族数控股价区间涨幅98.85%，排名两市第九。大族数控的控股股东正是大族激光，持股比例达到 83.63%。 相比而言，大族激光就是老股票了，总股本达到10.3亿股，截至一季度末的普通股股东总数也达到15.76 万，股本结构明显要分散许多。 再看主营业务，大族数控的主营业务是现在火热的PCB（印制电路板），公司去年年报就提到"成为世 界范围内最受尊敬和信赖的PCB装备服务商"。今年一季度，公司实现营业收入9 ...

Market Overview - The A-share market experienced a slight pullback on August 8, with the three major indices showing mixed performance across various sectors [1] - The total net outflow of funds in the Shanghai and Shenzhen markets reached 349.21 billion yuan, with six sectors seeing net inflows [1] Sector Performance - The computer industry had the highest net outflow of funds, totaling 109.36 billion yuan, followed by the electronics, media, machinery, and communication sectors with outflows of 76.57 billion yuan, 35.43 billion yuan, 26.43 billion yuan, and 21.14 billion yuan respectively [1] - In contrast, the power equipment sector saw a significant net inflow of 14.93 billion yuan, outperforming other sectors [1] Individual Stock Highlights - A total of 68 stocks recorded net inflows exceeding 100 million yuan, with 10 stocks attracting over 300 million yuan [1] - Shanhe Intelligent led with a net inflow of 8.06 billion yuan, while Yingwei Technology followed with 6.38 billion yuan, marking a historical high in stock price and a turnover rate of 11.18% [2][3] Notable Stocks with High Outflows - A total of 136 stocks experienced net outflows exceeding 100 million yuan, with Dongfang Fortune, Tuo Wei Information, and Dongfang Precision leading the outflows [4][5] - Dongfang Fortune had a net outflow of 8.40 billion yuan, while Tuo Wei Information and Dongfang Precision saw outflows of 5.74 billion yuan and 5.24 billion yuan respectively [5] End-of-Day Fund Flows - At the end of the trading day, the market saw a net outflow of 33.84 billion yuan, with the agriculture, forestry, and fishery sectors attracting over 100 million yuan in net inflows [4] - Notable stocks with end-of-day net inflows included Dazhu Laser, Changying Precision, and Nuofeng, each exceeding 100 million yuan [6][7]