| 002031 | 巨轮智 | 7 | 4.09 | 9.84 | -6.96 | | --- | --- | --- | --- | --- | --- | | | 能 | | | | | | 60071 1 | ST盛屯 | 5 | 4.07 | 10.68 | -6.1 1 | | | 联创光 | | | | | | 600363 | 电 | 5 | 4.07 | 12.97 | -7.41 | | 001287 | 中电港 | 9 | 4.03 | 5.55 | -12.37 | | | 安靠智 | | | | | | 300617 | | 8 | 4.03 | 8.1 1 | -6.64 | | | 电 | | | | | | | 银龙股 | | | | | | 603969 | 份 | 7 | 4.03 | 10.80 | -11.28 | | | 恒立液 | | | | | | 601100 | 压 | 8 | 3.93 | 4.94 | -5.14 | | | 卫星化 | | | | | | 002648 | 学 | 5 | 3.83 | 5.48 | 4.72 | | | 中集集 | | ...

资金流向方面，今日主力资金净流出6552.69万元，占比成交额13.68%。其中，超大单净流出1992.02万 元、占成交额4.16%，大单净流出4560.67万元、占成交额9.52%，中单净流出流出2065.01万元、占成交 额4.31%，小单净流入8617.70万元、占成交额17.99%。 金融界消息 截至2025年7月30日收盘，巨轮智能（002031）报收于7.94元，下跌1.49%，换手率3.03%， 成交量59.99万手，成交金额4.79亿元。 来源：金融界 巨轮智能最新一期业绩显示，截至2025一季报，公司营业总收入1.93亿元、同比增长21.17%，归属净利 润3062.47万元，同比减少116.62%，扣非净利润3269.23万元，同比减少96.41%，流动比率1.120、速动 比率0.863、资产负债率47.68%。 天眼查商业履历信息显示，巨轮智能装备股份有限公司，成立于2001年，位于揭阳市，是一家以从事汽 车制造业为主的企业。企业注册资本219939.567万人民币，实缴资本219939.567万人民币。公司法定代 表人为吴潮忠。 通过天眼查大数据分析，巨轮智能装备股份有限公司共对外 ...

Group 1: ETF Performance - The liquidity of the Robot ETF managed by Jiashi has a turnover rate of 4.78%, with a transaction volume of 27.72 million yuan [2] - Over the past six months, the Robot ETF has seen a scale increase of 343 million yuan and a share increase of 260 million shares [2] - As of July 23, the net value of the Robot ETF has risen by 49.02% over the past year, ranking 417 out of 2936 in the index stock fund category, placing it in the top 14.20% [2] Group 2: Top Holdings - As of June 30, 2025, the top ten weighted stocks in the CSI Robot Index include Huichuan Technology, iFlytek, Stone Technology, Dahua Technology, Zhongkong Technology, Shuanghuan Transmission, Robot, Han's Laser, Julun Intelligent, and Tuobang Technology, collectively accounting for 49.58% of the index [2] Group 3: Industry Trends - The humanoid robot sector is experiencing increasing momentum, with total financing exceeding 14 billion yuan in the first half of 2025, surpassing the total for the entire previous year [5] - The collaboration among industry chain enterprises is accelerating, with leading companies seeing order fulfillment and increased activity in the financing market, providing support for the humanoid robot sector [5] - There is significant confidence in the future development potential of humanoid robots from policies, capital markets, and industry chain enterprises, leading to a continuous acceleration of the commercialization process [5] Group 4: New Product Launch - On July 23, UBTECH announced the launch of the Walker S2, a full-size industrial humanoid robot designed for smart manufacturing scenarios, featuring the BrainNet 2.0 network and the Co-Agent technology for autonomous and collaborative operation [4]

Market Overview - The Shanghai Composite Index rose by 0.72% on July 21, with 27 out of the 28 sectors in the Shenwan classification experiencing gains, led by the construction materials and construction decoration sectors, which increased by 6.06% and 3.79% respectively [1] - The machinery equipment sector also saw an increase of 1.95% [1] - The banking and comprehensive sectors were the only ones to decline, with decreases of 0.77% and 0.34% respectively [1] Capital Flow Analysis - The net outflow of capital from the two markets was 6.945 billion yuan, with 11 sectors experiencing net inflows [1] - The power equipment sector had the largest net inflow, totaling 3.193 billion yuan, while the construction materials sector followed with a net inflow of 2.038 billion yuan [1] - The computer sector experienced the highest net outflow, amounting to 9.319 billion yuan, followed by the electronics sector with a net outflow of 2.052 billion yuan [1] Machinery Equipment Sector Performance - The machinery equipment sector had a net inflow of 1.959 billion yuan, with 425 out of 530 stocks in the sector rising, including 18 stocks hitting the daily limit [2] - The top three stocks with the highest net inflow were Changsheng Bearing (3.38 billion yuan), Lioo Co., Ltd. (2.91 billion yuan), and Zongshen Power (2.02 billion yuan) [2] - The sector also had 11 stocks with net outflows exceeding 50 million yuan, with the largest outflows from Nanxing Co., Ltd. (1.90 billion yuan), Yingweike (1.41 billion yuan), and Julun Intelligent (1.18 billion yuan) [2] Top Gainers in Machinery Equipment Sector - The top gainers in the machinery equipment sector included: - Changsheng Bearing: +20.00%, turnover rate 23.64%, net inflow 337.65 million yuan - Lioo Co., Ltd.: +5.96%, turnover rate 19.43%, net inflow 290.93 million yuan - Zongshen Power: +3.86%, turnover rate 8.27%, net inflow 201.81 million yuan [2] Top Losers in Machinery Equipment Sector - The top losers in the machinery equipment sector included: - Nanxing Co., Ltd.: -3.10%, turnover rate 18.57%, net outflow -190.11 million yuan - Yingweike: -3.40%, turnover rate 3.89%, net outflow -140.56 million yuan - Julun Intelligent: +0.24%, turnover rate 8.37%, net outflow -117.73 million yuan [4]

截至7月14日收盘，工业母机概念上涨1.61%，位居概念板块涨幅第7，板块内，81股上涨，长荣股份 20%涨停，恒工精密、恒而达、华锐精密等涨幅居前，分别上涨14.76%、8.61%、6.88%。跌幅居前的 有嵘泰股份、合锻智能、坤博精工等，分别下跌2.34%、2.34%、2.22%。 工业母机概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 300195 | 长荣股 | 20.03 | 28.68 | 13569.95 | 17.10 | | | 份 | | | | | | 301261 | 恒工精 | 14.76 | 38.57 | 6909.42 | 5.33 | | | 密 | | | | | | 601179 | 中国西 | 2.54 | 2.31 | 6448.17 | 8.46 | | | 电 | | | | | | 002031 | 巨轮智 能 | 3.35 | 10.18 | 5427.8 ...

[Performance Forecast Summary](index=1&type=section&id=I.%20Current%20Period%20Performance%20Forecast) The company anticipates a shift from profit to loss in the first half of 2025, with net profit attributable to shareholders projected to be a loss of RMB 45.50 million to RMB 68.25 million, a stark contrast to the RMB 5.6739 million profit in the same period last year 2025 Semi-Annual Performance Forecast vs. Prior Year | Item | Current Period | Prior Year | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders** | Loss: RMB 45.50 million – RMB 68.25 million | Profit: RMB 5.6739 million | | **Net Profit After Non-Recurring Gains/Losses** | Loss: RMB 49.50 million – RMB 72.25 million | Profit: RMB 0.8656 million | | **Basic Earnings Per Share** | Loss: RMB 0.0207/share – RMB 0.0310/share | Profit: RMB 0.0026/share | [Analysis of Performance Changes](index=1&type=section&id=III.%20Explanation%20of%20Performance%20Changes) The decline in performance is primarily attributed to decreased core business revenue and gross profit, increased depreciation from new facilities, and operating losses in some overseas associate and joint venture companies due to geopolitical factors - The company's recognized sales revenue decreased year-on-year in the current period, leading to a reduction in sales gross profit[5](index=5&type=chunk) - Some domestic subsidiaries are still in the construction and initial stages, with capacity not yet fully released, while depreciation expenses for plant and equipment increased year-on-year, negatively impacting performance[5](index=5&type=chunk) - Due to ongoing geopolitical influences, some of the company's overseas associate and joint venture companies experienced operating losses, adversely affecting current period performance[5](index=5&type=chunk)[6](index=6&type=chunk) [Other Statements and Risk Disclosures](index=1&type=section&id=II.%20Communication%20with%20Accounting%20Firm) The company explicitly states this performance forecast is unaudited and based on preliminary financial department estimates, cautioning investors to rely on the final official semi-annual report - This performance forecast has not been audited by an accounting firm[4](index=4&type=chunk) - The data in this performance forecast represents preliminary estimates by the company's finance department; specific financial data will be subject to the company's disclosed 2025 semi-annual report, cautioning investors to make prudent decisions[7](index=7&type=chunk)

Core Viewpoint - The article highlights the advancements and achievements of Jilun Intelligent in the field of tire molds and industrial robotics, emphasizing its goal to become a leader in the RV reducer market in China. Group 1: Company Overview - Jilun Intelligent was established in 1992 and has developed four high-end business segments: tire molds, tire vulcanizing machines, industrial robots, and precision machine tools [4][5]. - The company became the first listed tire mold manufacturer in China in 2004, achieving a technology level comparable to international peers in the tire mold sector [6][9]. Group 2: Technological Innovations - The key to the robot lion dance performance is the RV reducer installed at the joints, allowing for flexible movements comparable to human performers [4]. - Jilun Intelligent's new "low-carbon electromagnetic heating tire vulcanization system" is set to revolutionize the vulcanization process, ensuring consistent quality across the tire [14]. Group 3: Market Position and Goals - Jilun Intelligent aims to become the leading company in the RV reducer sector in China within the next ten years, with its RV reducer technology already matching that of industry leaders [15]. - The company has received CR product certification for its RV reducers, becoming one of the first domestic companies to achieve this [15]. Group 4: Industry Insights - The tire mold industry is characterized as a technology-intensive sector, with China currently having no significant shortcomings in this field [5]. - The global humanoid robot market is projected to exceed 400 billion yuan by 2035, indicating significant growth potential for related technologies [18].

Core Viewpoint - Company has achieved significant success in the intelligent equipment sector by winning multiple key projects, showcasing its strong product and service capabilities [1][2]. Group 1: Recent Achievements - Company has won the bid for the "Overseas Rubber Tire Construction Project Hydraulic Vulcanizing Machine Equipment" from Wanli Tire, with a contract value of 91.92 million RMB (excluding tax) [1]. - The company’s self-developed "OPS Electric Spark Processing Machine Tool Series" has also won bids for critical projects from China Aviation Engine Corporation, indicating its high precision and reliability [1]. Group 2: Strategic Focus - Company has consistently positioned the intelligent equipment sector as a core strategic direction, investing heavily in technology innovation and product upgrades over the years [2]. - The establishment of a wholly-owned subsidiary, "Oujisuo Machine Tool (Guangdong) Co., Ltd.," demonstrates the company's commitment to enhancing its competitive edge in the intelligent equipment field [2]. Group 3: Market Recognition and Future Outlook - The recent bids not only provide substantial economic benefits but also enhance the company's brand recognition and reputation in the industry [2]. - The intelligent equipment sector will remain a strategic focus for the company, with plans to leverage its integrated development advantages in key components and automation [3]. - The industry outlook is optimistic, with analysts predicting strong growth in high-end machinery and domestic component manufacturing, positioning the company favorably for future success [3].

Group 1 - Dongguan is witnessing a transformation in its manufacturing sector, driven by technological innovation and strong industry collaboration [1][2] - The Xbot Park robotics base has supported over 140 hard-tech companies, with six achieving valuations over $1 billion [9][10] - The number of intelligent robotics companies in Dongguan exceeds 7,000, ranking among the highest in the country [10] Group 2 - Benmo Technology, established only five years ago, has developed direct-drive motors for consumer products, with an estimated market size of nearly 100 billion yuan in the home cleaning robot sector [2][6] - Jilun Intelligent has evolved from a small mechanical factory to a comprehensive manufacturing enterprise, focusing on tire molds, tire vulcanizers, industrial robots, and precision machine tools [11][15] - Sanhuan Group has made significant advancements in multi-layer ceramic capacitors (MLCC), achieving a breakthrough in the thickness of dielectric layers from 5 micrometers to less than 1 micrometer [19] Group 3 - Guangdong has formed nine trillion-yuan industrial clusters, with eight advanced manufacturing clusters recognized at the national level [19] - The province aims to cultivate more leading enterprises worth hundreds of billions and trillions, enhancing its competitive advantage in manufacturing [19]

Group 1 - The core focus of the article is on the advancements made by Giant Wheel Intelligent Equipment Co., Ltd. in the field of RV reducers, which are critical components for industrial robots, breaking the foreign monopoly in this sector [2][3] - Giant Wheel Intelligent has developed over 30 types of RV reducers, filling the gap in China's ability to conduct durability testing for these components, thus aligning with international standards [2] - The company is increasing its R&D efforts in humanoid robots, specifically targeting the development of micro high-precision reducers that can withstand high torque and precision requirements [2][3] Group 2 - The newly developed XT reducer for humanoid robots significantly reduces weight while offering long lifespan, rigidity, and overload capacity, addressing issues related to gear slipping under impact [3] - The Guangdong provincial government is actively supporting the development of artificial intelligence and robotics industries through various policy measures, which Giant Wheel Intelligent is leveraging to enhance its technological innovation capabilities [3] - The future outlook for the humanoid robot market is promising, with Giant Wheel Intelligent aiming to establish itself as a leading high-end equipment R&D and manufacturing base, contributing significantly to the development of China's robotics industry [3]