Group 1 - The core viewpoint of the news is that Juwon Intelligent (002031.SZ) has reported its Q1 2025 financial results, highlighting the institutional investment landscape and changes in shareholding among public funds and foreign investors [1][2] Group 2 - As of April 30, 2025, a total of 19 institutional investors disclosed holdings in Juwon Intelligent A-shares, with a combined holding of 97.872 million shares, representing 4.45% of the total share capital [1] - The top ten institutional investors collectively hold 4.35% of the shares, with an increase of 0.23 percentage points compared to the previous quarter [1] Group 3 - In the public fund sector, 10 funds increased their holdings, with a total increase rate of 1.99%, including notable funds such as Huaxia CSI Robot ETF and Tianhong CSI Robot ETF [2] - Five public funds reported a decrease in holdings, with a slight decline in the holding reduction rate [2] - Three new public funds were disclosed this period, while nine funds were not disclosed compared to the previous quarter [2] Group 4 - One foreign fund, Hong Kong Central Clearing Limited, reported a decrease in holdings, with a reduction rate of 1.15% [2]

Core Insights - The overall performance of Guangdong's robot concept stocks in 2024 is positive, with 32 out of 43 companies reporting revenue growth and 26 achieving net profit growth [1][2][3] Industry Overview - Guangdong has become the largest intelligent robot industrial cluster in China, benefiting from a combination of electromechanical and artificial intelligence technologies [1][2] - The industrial robot market is expanding into high-precision and high-sensitivity applications, while service robots are increasingly penetrating healthcare, home services, and education sectors [1][6] Company Performance - Key companies in the Guangdong robot sector, referred to as the "Seven Swordsmen," have shown strong performance, with notable revenue figures such as: - Huichuan Technology: Sales revenue of approximately 15.2 billion yuan, a year-on-year increase of about 1% [2] - Midea: Revenue from robotics and automation at 28.7 billion yuan, a decrease of 7.58% [2] - Tuosida: Industrial robot revenue of 275 million yuan, a year-on-year increase of 12.5% [2] - Julun Intelligent: Revenue of 240 million yuan, a year-on-year increase of 4.68% [2] Specific Company Highlights - UBTECH (9880.HK) reported total revenue of 1.305 billion yuan, a year-on-year increase of 23.7%, with significant contributions from customized robots and consumer-grade robots [3] - Yujian Technology (2432.HK) achieved total revenue of 374 million yuan, a year-on-year increase of 30.3%, driven by sales of six-axis collaborative robots [3] - Aobi Zhongguang (688322.SH) reported revenue of 564 million yuan, a year-on-year increase of 56.79%, focusing on 3D vision perception products [4] Market Trends - The industrial robot market in China is projected to grow to 84.26 billion yuan in 2024, with Guangdong leading the production with 240,000 units, accounting for over 40% of the national output [6] - The service robot market is also expanding, with a notable increase in the production of exoskeleton robots, expected to grow from 418 million USD in 2023 to over 11.4 billion USD by 2032 [7] Technological Advancements - Continuous advancements in artificial intelligence are driving the upgrade of industrial and robotic intelligence, with a focus on enhancing perception, cognition, and control capabilities [4][8] - The integration of AI, multi-modal perception, and digital twin technologies is expected to significantly expand the application scenarios for robots [8]

Core Viewpoint - The reducer concept sector has shown significant growth, with a 4.01% increase, leading the market in terms of gains, while other sectors experienced declines [1][2]. Sector Performance - The reducer concept sector had 101 stocks rising, with notable performers including Hongchang Technology and Jingjin Electric, both reaching a 20% limit up. Other top gainers included Ningbo Dongli, Southern Precision, and Fuda Shares, with increases of 17.91%, 17.07%, and 14.02% respectively [1][2]. - Conversely, the worst performers included ST Nachuan, Shaoneng Shares, and China National Heavy Duty Truck, which saw declines of 10.29%, 8.59%, and 5.20% respectively [1][2]. Capital Flow - The reducer concept sector attracted a net inflow of 2.07 billion yuan, with 66 stocks receiving net inflows, and 5 stocks exceeding 100 million yuan in net inflows. Southern Precision led with a net inflow of 383 million yuan, followed by Fuda Shares, Julun Intelligent, and Qin Chuan Machine Tool with net inflows of 137 million, 136 million, and 127 million yuan respectively [2][3]. - In terms of capital inflow ratios, Fuda Shares, Southern Precision, and Jingjin Electric had the highest net inflow rates at 23.49%, 22.59%, and 15.69% respectively [3]. Stock Performance - Notable stocks in the reducer concept sector included: - Southern Precision: 9.99% increase, 31.93% turnover rate, 382.57 million yuan net inflow, 22.59% net inflow ratio [3]. - Fuda Shares: 9.97% increase, 5.78% turnover rate, 136.99 million yuan net inflow, 23.49% net inflow ratio [3]. - Other significant stocks included Julun Intelligent, Qin Chuan Machine Tool, and Lingyi Manufacturing, with respective increases of 2.50%, 6.54%, and 3.10% [3][4].

证券代码：002031 证券简称：巨轮智能 公告编号：2025-021 巨轮智能装备股份有限公司 关于控股股东股份质押的公告 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，获悉其所持有公司的部分股份办理了质押业务，具体事项如下： 一、股东股份质押基本情况 | 股东 | 是否为控股 股东或第一 | | 占其 所持 股份 | 占公 司总 股本 | 是否 为限 | 是否 | | | 质权人 | 质押用途 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 本次质押 | | | | 为补 | 质押 | 质押 | | | | 名称 | 大股东及其 | 数量（股） | | | | 充质 | 起始日 | 到期日 | | | | | 一致行动人 | | 比例 | 比例 | 售股 | 押 | | | | | | | | | （%） | （%） | | | | | | | | 吴潮忠 | 是 | 3,0 ...

Financial Performance - The company's operating revenue for Q1 2025 was ¥192,634,921.70, representing a year-on-year increase of 21.17% compared to ¥158,978,326.31 in the same period last year[4] - The net loss attributable to shareholders for Q1 2025 was ¥30,624,704.31, a decrease of 116.62% from a loss of ¥14,137,350.18 in the previous year[4] - The basic and diluted earnings per share for Q1 2025 were both -¥0.0139, reflecting a decline of 117.19% from -¥0.0064 in the previous year[4] - The company's net profit attributable to shareholders, excluding non-recurring gains and losses, was -¥32,692,292.49, down 96.41% from -¥16,644,963.53 in the same period last year[4] - The total comprehensive loss for the current period was ¥31,375,878.35, compared to a loss of ¥15,780,717.92 in the previous period, highlighting increased financial challenges[17] Cash Flow - The net cash flow from operating activities increased by 233.24% to ¥318,066,499.61, compared to a negative cash flow of ¥238,711,197.67 in the same period last year[4] - The company reported a net cash inflow from operating activities of ¥318,066,499.61, a significant improvement from a net outflow of ¥238,711,197.67 in the previous period[17] - The net cash flow from financing activities was -$60,132,078.69, contrasting with a positive $5,034,327.58 in the prior period[18] - The net increase in cash and cash equivalents was $247,370,132.89, while the previous period saw a decrease of $269,179,242.57[18] - The ending balance of cash and cash equivalents reached $436,605,149.60, compared to $116,875,560.74 at the end of the previous period[18] Assets and Liabilities - Total assets at the end of Q1 2025 were ¥4,181,826,969.59, a decrease of 1.31% from ¥4,237,207,482.84 at the end of the previous year[4] - Current assets totaled CNY 1,727,483,999.28, down from CNY 1,752,098,326.35[12] - Total liabilities decreased to CNY 1,993,694,492.48 from CNY 2,017,699,127.38, reflecting a reduction of about 1.2%[13] - The company reported a total equity of CNY 2,188,132,477.11, reflecting a decrease from CNY 2,219,508,355.46[13] Shareholder Information - The company reported a total of 439,392 common shareholders at the end of the reporting period[9] - The top shareholder, Wu Chaozhong, holds 11.79% of the shares, with 172,242,913 shares pledged[9] Expenses - The increase in management and sales expenses contributed to the decline in net profit, while the recovery of material prepayments improved cash flow[7] - Total operating costs amounted to ¥226,931,421.14, up from ¥174,469,065.40 in the previous period, reflecting a rise in expenses[15] - Research and development expenses were ¥7,788,728.78, slightly up from ¥7,681,753.53 in the previous period, indicating continued investment in innovation[15] Inventory and Receivables - Accounts receivable rose to CNY 382,052,965.46 from CNY 368,709,532.96, indicating a growth of approximately 3.6%[12] - The company’s inventory slightly decreased to CNY 396,604,903.29 from CNY 397,943,833.56[12] Borrowings - Short-term borrowings decreased to CNY 739,706,627.50 from CNY 784,165,888.34, a decline of approximately 5.6%[13] - The company’s long-term borrowings decreased to CNY 354,075,000.00 from CNY 365,400,000.00, a reduction of about 3.5%[13] Audit and Accounting Standards - The company did not undergo an audit for the first quarter report[19] - The new accounting standards will be first implemented starting in 2025[20]

巨轮智能（002031）公告，2025年第一季度营业收入1.93亿元，同比增长21.17%。净亏损3062.47万 元，去年同期净亏损1413.74万元。 ...

2025年4月25日，巨轮智能(002031.SZ)发布2024年年报。 公司营业总收入为9.82亿元，在已披露的同业公司中排名第66。归母净利润为-2.09亿元，在已披露的同 业公司中排名第118，较去年同报告期归母净利润减少1.78亿元。经营活动现金净流入为-1.15亿元，在 已披露的同业公司中排名第117。 公司最新总资产周转率为0.23次，在已披露的同业公司中排名第117。最新存货周转率为2.40次。 公司股东户数为28.16万户，前十大股东持股数量为5.16亿股，占总股本比例为23.48%，前十大股东持 股情况如下： 公司最新资产负债率为47.62%，在已披露的同业公司中排名第81，较去年同期资产负债率增加5.64个百 分点。 公司最新毛利率为11.63%，在已披露的同业公司中排名第116。最新ROE为-9.40%，在已披露的同业公 司中排名第115，较去年同期ROE减少8.14个百分点。 公司摊薄每股收益为-0.09元，在已披露的同业公司中排名第106，较去年同报告期摊薄每股收益减少 0.08元。 | 序号 | 股东名称 | 持股比例 | | --- | --- | --- | | I | 吴潮忠 ...

在智能装备制造业务，公司智能伺服硫化机与机器人核心部件及成套装备等均实现增长，公司不断拓展 与工业机器人本体制造企业、自动化企业的合作，逐步打开国产减速器应用市场。据了解，公司RV减 速器在高精度、高稳定性、耐久性和一致性等方面均可以达到"国产化替代"进口水平，是打破高精密 RV减速机国外品牌垄断的优质"国产制造"。目前，公司RV减速器主要应用于20公斤及以上的多关节工 业机器人、工业机器人外部轴、数控机床高精密转台等，包括E系列、C系列和T系列，品种发展到30多 个，满足6KG至600KG主流机器人应用，技术品质较高、规格较齐全。 人形机器人作为RV减速器的重要潜力市场，公司长期密切关注市场发展和行业趋势。报告期内，公司 对适应于人形机器人的RV减速器进行研发、试制。公司最新研发的可适用于人形机器人的XT减速器产 品，样机已经装配完成，目前正在进行内部检测，尚未量产。 当前减速器企业正处于快速发展与技术创新的关键时期，公司将通过加大研发投入、拓展产品线、优化 生产流程以及深化市场布局，不断提升公司在机器人关键零部件的技术实力和市场竞争力。 展望未来，公司硫化机订单将驱动公司业绩稳定增长， RV减速器国产化将 ...

证券代码：002031 证券简称：巨轮智能 公告编号：2025-017 巨轮智能装备股份有限公司 关于召开 2024 年年度股东大会的通知 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。 一、召开会议的基本情况 1、股东大会届次：2024年年度股东大会。 2、股东大会的召集人：公司董事会。 公司第八届董事会第十七次会议于2025年4月23日审议通过了《关于提请召 开公司2024年年度股东大会的议案》。 3、会议召开的合法、合规性：本次股东大会会议召开符合有关法律法规、 深圳证券交易所业务规则和公司章程等的规定。 4、会议召开的日期、时间： （1）现场会议召开时间为：2025年5月28日下午3:00 （2）网络投票时间为：2025年5月28日 其中，通过深圳证券交易所系统进行网络投票的具体时间为：2025年5月28 日的交易时间，即 9:15—9:25,9:30—11:30 和 13:00—15:00；通过深圳证券 交易所互联网投票系统投票的开始时间为2025年5月28日（现场股东大会召开当 日）上午9:15，结束时间为2025年5月28日（现场股东大会召开当日 ...

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