证券代码：002031 证券简称：巨轮智能 公告编号：2025-009 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： | | 是否为 控股股 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | 东或第 | 本次解除质押 | 占其所持股 | 占公司总 股本比例 | | | | | 股东名称 | 一大股 | 股份数量 | 份比例（%） | | 起始日 | 解除日期 | 质权人 | | | 东及其 | （股） | | （%） | | | | | | 一致行 | | | | | | | | | 动人 | | | | | | | | 吴潮忠 | 是 | 31,500,000 | 12.15 | 1.43 | 2024-11-26 | 2025-04-16 | 上海张江科 ...

Market Overview - On April 16, the Shanghai and Shenzhen stock markets showed mixed results with increased trading volume. Precious metals and tourism hotel sectors led the gains, while consumer electronics and automotive parts sectors experienced declines [1]. Top Stocks - The top trending stocks included Hongbaoli (002165), Guofang Group (601086), Liangmianzhen (600249), and Beiyinmei (002570), all closing at the daily limit up. Conversely, Hangang Co. (600126) and Xinsai Co. (600540) faced significant declines [1][2]. Company Analysis Liangmianzhen - Liangmianzhen achieved a four-day consecutive limit up, with a wide fluctuation throughout the day. The company operates in the daily chemical industry, focusing on oral care products, personal care items, and hotel supplies. For the fiscal year 2024, Liangmianzhen reported revenue of 1.053 billion yuan, a year-on-year increase of 5.82%, and a net profit of 81 million yuan, reflecting a substantial growth of 255.59% [3]. Julun Intelligent - Julun Intelligent (002031) rebounded from recent declines, closing nearly 9% higher after a strong morning performance. The company is recognized as a national standard enterprise in industrial robotics and has developed a polishing and grinding system that has been validated across multiple industries, including automotive and medical sectors [4]. Hangang Co. - Hangang Co. opened lower and experienced a decline of 8.63% during the day. The stock has been actively traded but has maintained a wide fluctuation range. The recent drop is attributed to news regarding the implementation of "window guidance" for computing power infrastructure, aimed at preventing redundant construction of computing centers [5][6].

Group 1 - The electronic sector experienced a significant net outflow of over 61 billion yuan, indicating a bearish sentiment in this industry [1][3] - Other sectors such as transportation, shipping ports, and social services saw net inflows, with transportation leading at 4.13 billion yuan [1][2] - The new energy and computer sectors also faced substantial net outflows of 50.34 billion yuan and 44.48 billion yuan, respectively [3] Group 2 - The top stock with net inflow was Jilun Intelligent, attracting 5.89 billion yuan, reflecting strong investor interest [4] - Other notable stocks with significant net inflows included Lianyungang and Hanwujiyu, with inflows of 4.53 billion yuan and 3.58 billion yuan, respectively [4] - On the sell side, Hangang Co. saw the largest net outflow of 6.09 billion yuan, indicating a potential sell-off in this stock [5]

截至2025年4月7日 13:59，中证机器人指数下跌13.04%。成分股方面，矩子科技领跌，均普智能、步科股份、云天励飞、博众精工跟跌。机器人指数 ETF(159526)盘中成交额已达3036.32万元，换手率6.07%。 拉长时间看，截至2025年4月3日，机器人指数ETF近3月累计上涨21.60%。资金流入方面，机器人指数ETF最新资金净流入195.41万元。拉长时间看，近20个 交易日内，合计"吸金"2651.80万元。 机器人指数ETF紧密跟踪中证机器人指数，中证机器人指数选取系统方案商、数字化车间与生产线系统集成商、自动化设备制造商、自动化零部件商以及其 它机器人相关上市公司证券作为指数样本，以反映上市公司中机器人相关证券的整体表现。 数据显示，截至2025年3月31日，中证机器人指数前十大权重股分别为汇川技术、科大讯飞、石头科技、大华股份、中控技术、双环传动、大族激光、机器 人、巨轮智能、拓邦股份，前十大权重股合计占比50.95%。 国金证券研报认为，具身智能是AI最强应用，而智驾和人形机器人则是具身智能最重要两个方向。2024年认为机器人产业主要是巨头独舞，因为机器人是 大模型公司必争赛道，机 ...

Core Viewpoint - The robotics sector is experiencing significant growth in 2025, emerging as a major investment opportunity following AI, with a notable increase in stock prices among robotics companies, particularly in Guangdong province [1][2][5]. Group 1: Market Performance - As of March 31, 2025, there are 115 listed robotics concept stocks in China, with 98 of them showing price increases [2]. - Guangdong's robotics stocks have outperformed, with the top three companies being Yuejiang and Julun Intelligent, both part of the "Seven Swordsmen" of Guangdong robotics [3][4]. - Yuejiang (2432.HK) has the highest price increase of 157.59%, with a market cap of 24.68 billion HKD, while Julun Intelligent (002031.SZ) increased by 74.85%, with a market cap of 19.11 billion RMB [4][5]. Group 2: Technological Innovation and Application - The surge in stock prices for the "Seven Swordsmen" is driven by technological innovation and industrial development [5][7]. - Yuejiang launched the world's first "dexterous operation + bipedal walking" humanoid robot, DobotAtom, priced below 200,000 RMB, which significantly boosted its stock price [7][8]. - Guangdong robotics companies are already implementing their products in real-world applications, such as Audi's introduction of humanoid robots for production tasks [9][10]. Group 3: Investment and Policy Support - Guangdong is a leading investment hub for robotics, with significant venture capital activity, including 53 financing events in 2024 [14]. - The province is actively promoting the listing and financing of robotics companies, with 28 out of 115 listed companies based in Guangdong [15]. - Recent policies aim to support the robotics industry through various measures, including funding and innovation initiatives [24]. Group 4: Future Outlook - The year 2025 is anticipated to be a pivotal year for humanoid robot production, with expectations for significant market growth [21][26]. - The demand for humanoid robots is expected to increase, with companies like Yuejiang and Ubtech already securing substantial orders from major manufacturers [22][23]. - The Guangdong government is committed to fostering an innovative ecosystem for robotics, with a focus on long-term investments and talent acquisition [24][25].

证券代码：002031 证券简称：巨轮智能 公告编号：2025-008 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： | | 是否为 控股股 东或第 | 本次解除质押 | 占其所持股 | 占公司总 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名称 | 一大股 | 股份数量 | | 股本比例 | 起始日 | 解除日期 | 质权人 | | | 东及其 | | 份比例（%） | （%） | | | | | | 一致行 | （股） | | | | | | | | 动人 | | | | | | | | 吴潮忠 | 是 | 25,000,000 | 9.64 | 1.14 | 2024-11-01 | 2025-03-25 | 苏州市吴中典当 有限责任公司 | | 吴潮忠 | ...

Group 1 - The humanoid robot industry is accelerating its development, with multiple companies and innovation centers announcing new products and services [1] - The Chinese government has included "embodied intelligence" and "intelligent robots" in its national strategic deployment, aiming to foster future industries and promote industrial integration [1] - Guangdong province is projected to produce over 240,000 industrial robots in 2024, representing a year-on-year growth of 31.2% and accounting for over 40% of the national total [1] Group 2 - Jilun Intelligent is a core enterprise in the production of robot reducers in Guangdong, with its RV reducers meeting international advanced technical standards [2] - The newly developed XT reducer for humanoid robots aims to significantly reduce weight while providing long lifespan and overload capacity, addressing issues with existing reducers [2] - Jilun Intelligent plans to focus on the research and industrialization of core components like reducers, leveraging its integrated development advantages in key components and automation [2]

证券代码：002031 证券简称：巨轮智能 公告编号：2025-007 截至公告披露日，吴潮忠先生所持质押股份情况如下： 1 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被质押，具体事项如下： 一、股东股份质押基本情况 | | 是 否 为 控 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 股 股 | | | | 是 | 是 | | | | | | | | | 占 其 | 占 公 | | 否 | | | | | | | 东 或 | | | | 否 | | | | | | | | | | 所 持 | 司 总 | | 为 | | | | | | 股东 | 第 一 | 本次质押数 | 股 份 | 股 本 | 为 | 补 | 质押 | 质押 | 质权人 | 质押 | | 名称 ...

| | 是 否 为 控 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | 是 | | | | | | | 股 股 | | 占 其 | 占 公 | 是 | 否 | | | | | | | 东 或 | | | | 否 | | | | | | | | | | 所 持 | 司 总 | | 为 | | | | | | 股东 | 第 一 | 本次质 押 | | | 为 | | 质押 | 质押 | | 质押 | | | | | 股 份 | 股 本 | | 补 | | | 质权人 | | | 名称 | 大 股 | 数量（股） | 比 例 | 比 例 | 限 | 充 | 起始日 | 到期日 | | 用途 | | | 东 及 | | | | 售 | | | | | | | | | | （%） | （%） | | 质 | | | | | | | 其 一 | | | | 股 | 押 | | | | | | | 致 行 | | | | | | | | | | | | 动人 | | | ...

证券时报网讯，巨轮智能今日涨停，成交额61.04亿元，换手率30.76%。 盘后龙虎榜数据显示，深股通专用席位买入2.5亿元并卖出2.47亿元，一机构专用席位净买入6862万元， 一机构专用席位净卖出5436.21万元。 ...