巨轮智能（002031.SZ）9月24日在投资者互动平台表示，公司的减速器超过40个机型，包括 E/T/C三个 大类，负荷满足6KG至900KG的客户应用需求。公司获得机器人减速机CR产品认证证书，是国内首批 获得该认证的两家企业之一，且每年都顺利通过CR认证复核检查。超过半数的减速器型号已经被客户 批量试用和采购，并且获得用户的好评。公司XT减速器正在进一步开展细化和轻量化研发工作，为产 品积极寻找应用场景。公司股价波动受多种因素影响，不存在您所说的情况。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司减速器是否有实际应用于机器人，新型XT减速器 内部测试开始量产销售了吗？ ...

巨轮智能在互动平台表示，公司的减速器超过40个机型，包括 E/T/C三个大类,负荷满足6KG至900KG的 客户应用需求。获得机器人减速机CR产品认证证书，是国内首批获得该认证的两家企业之一，且每年 都顺利通过CR认证复核检查。超过半数的减速器型号已经被客户批量试用和采购，并且获得用户的好 评。公司XT减速器正在进一步开展细化和轻量化研发工作，为产品积极寻找应用场景。 ...

Core Viewpoint - The robotics sector is experiencing significant growth driven by advancements in AI and robotics technology, with recent developments indicating a strong potential for future applications and market expansion [1][2][3] Market Performance - As of September 23, the major indices showed mixed performance, with the Shanghai and Shenzhen markets' trading volume exceeding 545.6 billion yuan, an increase of 59.5 billion yuan from the previous day [1] - The CSI Robotics Index rose by 2.99% during the week of September 15-19, outperforming the Shanghai Composite Index, which fell by 1.3% [1] Company Developments - Zhiyuan Robotics achieved a significant milestone by obtaining the first CR certification for humanoid robot datasets, indicating progress in standardization and quality evaluation in the industry [1][2] - The AgiBot World dataset from Zhiyuan Robotics surpassed Google's dataset in scale by ten times and expanded its application scenarios by 100 times, covering essential tasks across various environments [2] Policy Support - Central and local governments are actively promoting the development of robotics, with the Ministry of Science and Technology facilitating the application of humanoid robots in sectors like automotive manufacturing and logistics [2] Investment Outlook - Analysts from CITIC Securities express optimism about the robotics sector, highlighting the acceleration of Tesla's Optimus project and the potential for continued market growth [2] - The CSI Robotics Index is characterized by a small-cap style, with an average market capitalization of 20.4 billion yuan for its constituent stocks, indicating higher volatility and growth potential [3] Historical Performance - Since the "924" market rally in 2024, the CSI Robotics Index ETF has seen a cumulative increase of 94.7%, outperforming the CSI 1000 Index, which rose by 67.58% during the same period [3]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002031 证券简称：巨轮智能 公告编号：2025-042 巨轮智能装备股份有限公司 关于控股股东部分股份解除质押和质押的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 巨轮智能装备股份有限公司（以下简称"公司"）近日接到控股股东吴潮忠先生函告，获悉其所持有的公 司的部分股份办理了解除质押和质押的业务，具体事项如下： 一、本次解除质押基本情况 ■ 上述股份的质押情况，详见公司于2024年9月4日在《中国证券报》《证券时报》《上海证券报》及巨潮 资讯网披露的《关于控股股东部分股份质押延期购回、解除质押及质押的公告》。 二、本次股份质押基本情况 ■ 四、控股股东股份质押情况 1、公司控股股东吴潮忠先生股份质押与公司生产经营需求无关。 2、公司控股股东吴潮忠先生未来半年内到期的质押股份累计数量为3,880万股，占其所持股份比例 14.97%，占公司总股本比例1.76%，对应融资余额5,490万元，还款来源为自筹资金；未来一年内到期的 质押股份累计数量为13,140万股，占其所持股份比例50.69%， ...

Core Insights - The company held an earnings briefing on September 19, discussing its advancements in high-end industrial equipment and strategic collaborations [1] Group 1: High-End Industrial Equipment Development - The company is expanding its product range and enhancing performance to attract customers in the high-end industrial equipment sector [1] - The XT reducer developed for humanoid robots meets lightweight requirements, improving rigidity, precision, and lifespan [1] - The chairman was elected as a director of the Guangdong Artificial Intelligence and Robotics Industry Alliance, contributing to industry development [1] Group 2: Collaborations and Market Expansion - The company is strengthening communication with OPS and has established a joint venture to develop local machine models [1] - Multiple high-standard projects are expected to be awarded in the first half of 2025, with joint development of CNC equipment for the planetary roller screw industry [1] Group 3: Technological Innovations - The company launched an "Intelligent Servo Hydraulic Vulcanizing Machine" to align with the trends of intelligent and green tire vulcanization, offering higher precision and lower energy consumption [1] - A low-carbon electromagnetic heating tire vulcanization system was also introduced to support tire vulcanization upgrades [1] Group 4: R&D Investments - R&D investment reached 18.09 million yuan in the first half of 2025, a year-on-year increase of 17.08% [1] - The focus is on digitalization, intelligence, and greening, with several high-end technology R&D projects underway [1] Group 5: Automotive Tire Equipment Business - The company is recognized as a leading intelligent equipment provider, aiding domestic tire manufacturers in expanding into Southeast Asia [1] - It has been designated as a "Key Backbone Mold Enterprise" in China [1] Group 6: Emerging Tire Mold Market - The company is developing new structural molds and process technologies to meet the demands of high-performance and new energy vehicle tires [1] - Electric heating tire molds are also in development, with plans for trial production [1] Group 7: Reducer Developments - The XT reducer is undergoing refinement and lightweight development, with over 40 models certified for robot reducers [1] - More than half of the models have received positive feedback from customers [1] - The reducer can handle loads from 6 kg to 900 kg, with many models already in trial use and procurement [1] Group 8: Financial Performance - The company reported revenue of 412 million yuan in the first half of the year, with a year-on-year decline in sales and gross profit due to economic conditions [1] - The company remains committed to high-quality development in high-end industrial equipment [1] Group 9: Financial and Risk Management - The company maintains good cooperation with financial institutions and has a repayment plan for interest-bearing debts, indicating controllable financial risks [1] - The company aims to continue its transformation and upgrade in the second half of the year to solidify traditional industries and enhance performance [1] Group 10: Other Relevant Issues - Currently, there are no collaborations established with Yushu Technology or Huawei [1] - The stock price is influenced by various factors, and shareholder stock pledges are personal actions [1] - The testing and mass production progress of the XT reducer is ongoing, with customer collaboration information to be disclosed publicly [1]

Group 1: Company Performance and Financials - In the first half of 2025, the company achieved operating revenue of 412 million, reflecting a decline in sales revenue due to global economic slowdown and trade barriers [8] - R&D investment in the first half of 2025 was 18.09 million, an increase of 17.08% year-on-year [5][10] - The company is focused on maintaining a healthy and stable development trajectory despite challenges [8][10] Group 2: Product Development and Innovations - The company has made significant advancements in the development of the XT reducer, which is designed for humanoid robots, enhancing rigidity, precision, and lifespan [3][12] - The introduction of the "smart servo hydraulic vulcanizing machine" aims to meet the increasing demands for high efficiency and energy-saving in tire manufacturing [4][5] - The company has developed several new structures for tire molds to meet the rising standards of high-performance and electric vehicle tires [5] Group 3: Market Position and Collaborations - The company has established a joint venture with OPS to develop localized machine models for the Chinese market, targeting new growth opportunities [3] - The company has been recognized as a key backbone mold enterprise by the China Mold Industry Association [5] - The XT reducer has received CR product certification, making the company one of the first in China to achieve this, enhancing its competitive edge in the market [12] Group 4: Future Outlook and Challenges - The company is actively seeking to address short-term debt risks and ensure cash flow stability through established relationships with financial institutions [9] - There are ongoing efforts to enhance product performance and expand market reach, particularly in the humanoid robot sector [8][12] - The company aims to continue its transformation towards high-end industrial equipment while solidifying its traditional business foundations [10]

Group 1 - The core point of the announcement is that the controlling shareholder, Wu Chaozhong, has partially lifted the pledge on his shares and engaged in new pledge activities [1][2]. - The number of shares released from pledge is 10,920,000, which accounts for 4.21% of Wu Chaozhong's holdings and 0.50% of the company's total share capital [2]. - As of the announcement date, Wu Chaozhong holds 259,210,587 shares, representing 11.79% of the total shares, with a total of 175,387,913 shares pledged after the new pledge [2][3]. Group 2 - The pledged shares are not related to the company's operational needs, and the upcoming pledge expirations include 3,880,000 shares in the next six months and 13,140,000 shares in the next year [3]. - The financing balance corresponding to the shares due in the next six months is 54.9 million, and for the next year, it is 278.9 million, with repayment sourced from self-raised funds [3]. - Wu Chaozhong's credit status is good, and there are no indications of non-operational fund occupation or violations that could harm the company's interests [3].

Group 1 - The core point of the article highlights that Jilun Intelligent (SZ 002031) announced that as of the announcement date, Wu Chaozhong has pledged approximately 175 million shares, accounting for 67.66% of his total holdings [1] - For the first half of 2025, Jilun Intelligent's revenue composition is as follows: 55.3% from automotive tire molds and related equipment manufacturing, 40.91% from intelligent equipment manufacturing, and 3.79% from other businesses [1] - As of the report, Jilun Intelligent has a market capitalization of 19.4 billion yuan [1]

巨轮智能装备股份有限公司 关于控股股东部分股份解除质押和质押的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 证券代码：002031 证券简称：巨轮智能 公告编号：2025-042 巨轮智能装备股份有限公司（以下简称"公司"）近日接到控股股东吴潮忠先 生函告，获悉其所持有的公司的部分股份办理了解除质押和质押的业务，具体事项 如下： | | 是否为 控股股 东或第 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名称 | 一大股 | 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 | | | 东及其 | （股） | | （%） | | | | | | 一致行 | | | | | | | | | 动人 | | | | | | | | 吴潮忠 | 是 | 10,920,000 | 4.21 | 0.50 | 2024-09-02 | 2025-09-18 | 云南国际信托 有限公司 | 一、本次解除质押基本 ...

Market Performance - As of September 19, the industrial mother machine concept declined by 2.11%, ranking among the top declines in concept sectors, with stocks like Bojie Co., Ltd. hitting the daily limit down, while Rongtai Co., Ltd., Julun Intelligent, and Baoxin Technology also saw significant declines [1][2] - In contrast, 16 stocks within the sector experienced price increases, with Huagong Technology, Anda Intelligent, and Pangu Intelligent leading the gains at 4.05%, 3.63%, and 3.54% respectively [1] Capital Flow - The industrial mother machine sector saw a net outflow of 2.487 billion yuan, with 77 stocks experiencing net outflows, and 8 stocks seeing outflows exceeding 100 million yuan. Julun Intelligent led the outflow with 735 million yuan [1][2] - Notable stocks with significant net outflows included Huichuan Technology, Shuanglin Co., Ltd., and Aiston, with outflows of 289 million yuan, 242 million yuan, and 148 million yuan respectively [1][2] - Conversely, the stocks with the highest net inflows included Huagong Technology, Gree Electric, and Guojin Precision Engineering, attracting net inflows of 269 million yuan, 119 million yuan, and 9.128 million yuan respectively [1][4] Stock Performance - The top decliners in the industrial mother machine sector included Julun Intelligent (-6.41%), Huichuan Technology (-1.09%), and Shuanglin Co., Ltd. (-5.32%) [1][2] - Stocks such as Bojie Co., Ltd. and Keli'er saw declines of 10.00% and 6.25% respectively, indicating significant downward pressure on these companies [2][3] - On the other hand, stocks like Huagong Technology and Anda Intelligent showed resilience with gains of 4.05% and 3.63% respectively, highlighting a divergence in performance within the sector [1][4]