Core Viewpoint - The robotics sector is experiencing significant growth driven by advancements in artificial intelligence and supportive government policies, leading to increased investment opportunities and market performance. Group 1: Market Performance - As of August 27, 2025, the CSI Robotics Index rose by 3.41%, with key stocks like Keda Intelligent hitting the daily limit up, and Yuntian Lifeng and Dongjie Intelligent increasing by 18.22% and 10.25% respectively [1] - The Robotics ETF managed by Harvest (159526) saw an increase of 3.56% [1] - The average daily trading volume of the Robotics ETF over the past week was 53.45 million yuan, with a total turnover of 40.34 million yuan on the day [3] Group 2: Fund Performance - The Robotics ETF has experienced a significant growth in scale, increasing by 554 million yuan over the past year, and its shares have grown by 35.9 million [3] - The net inflow of funds into the Robotics ETF was 6.71 million yuan recently, with a total of 13.33 million yuan net inflow over the last five trading days [3] - The net value of the Robotics ETF increased by 83.05% over the past year, ranking in the top 14.54% among 2,977 index equity funds [3] Group 3: Key Stocks - The top ten weighted stocks in the CSI Robotics Index account for 48.86% of the index, with notable performers including Keda Xunfei, Huichuan Technology, and Stone Technology [3] - Specific stock performances include Huichuan Technology up by 4.40%, Keda Xunfei up by 5.28%, and Stone Technology up by 5.99% [5] Group 4: Industry Trends - The robotics sector is being catalyzed by events such as the World Artificial Intelligence Conference and the World Robot Conference, indicating a shift from virtual to real-world applications [6] - Government policies are increasingly supportive of the AI and robotics industry, with Guangdong province offering financial support for key projects, with individual project funding up to 50 million yuan [6] - Major cities like Beijing and Shanghai are hosting industry events to stimulate growth in the robotics sector [6]

每经AI快讯，有投资者在投资者互动平台提问：公司有无自造机器人的计划？ 巨轮智能（002031.SZ）8月26日在投资者互动平台表示，公司目前无提供机器人本体产品，公司致力于 减速器等机器人核心部件研发和产业化，助力机器人产业的高质量发展。 （文章来源：每日经济新闻） ...

Group 1 - The company is actively seeking application scenarios for its newly developed XT reducer [2] - The XT reducer is currently undergoing further refinement and lightweight development [2] - The company responded to an investor inquiry regarding the application of the XT reducer at the Beijing World Humanoid Robot Conference [2]

金融界消息 截至2025年8月25日收盘，巨轮智能（002031）报收于8.53元，上涨2.4%，换手率12.26%， 成交量237.70万手，成交金额20.21亿元。 巨轮智能最新一期业绩显示，截至2025中报，公司营业总收入4.12亿元、同比减少24.69%，归属净利润 5625.05万元，同比减少1091.40%，扣非净利润6003.02万元，同比减少7034.84%，流动比率0.984、速动 比率0.726、资产负债率47.05%。 来源：金融界 资金流向方面，今日主力资金净流入1.42亿元，占比成交额7.04%。其中，超大单净流入6761.42万元、 占成交额3.35%，大单净流入7461.56万元、占成交额3.69%，中单净流出流出8801.53万元、占成交额 4.36%，小单净流出5421.45万元、占成交额2.68%。 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投资了9家企业，参与招投标项目112次，知 识产权方面有商标信息21条，专利信息320条，此外企业还拥有行政许可15个。 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 ...

Group 1: ETF Performance - The liquidity of the Robot ETF managed by Jiashi has a turnover rate of 9.41%, with a transaction volume of 53.78 million yuan [3] - As of August 22, the Robot ETF has seen a net value increase of 83.61% over the past year, ranking 341 out of 2971 index equity funds, placing it in the top 11.48% [3] - Since its inception, the Robot ETF has recorded a highest single-month return of 25.78%, with the longest consecutive monthly gains being 3 months and a maximum increase of 37.12%, averaging a monthly return of 8.93% during rising months [3] Group 2: Top Holdings - As of July 31, 2025, the top ten weighted stocks in the CSI Robot Index include Keda Xunfei, Huichuan Technology, Stone Technology, Dahua Technology, Zhongkong Technology, Dazhu Laser, Shuanghuan Transmission, Robot, Ecovacs, and Julun Intelligent, collectively accounting for 48.86% of the index [3] Group 3: Industry Catalysts - Recent developments in humanoid robots include Nvidia's upcoming release of the "Robot New Brain" product on August 25, in collaboration with Foxconn to create humanoid robots, with a planned launch in November [5] - Zhiyuan Robotics has introduced the Lingchuang platform, significantly reducing the difficulty of motion choreography, while Boston Dynamics' humanoid robots have begun to operate autonomously [5] - TianTai Robotics has signed a global order for 10,000 embodied intelligent humanoid robots, scheduled for delivery by the end of 2026, targeting home care [5] - Tesla's Gen3 is expected to be finalized between October and November, with a shareholder meeting likely to showcase it, aiming for orders in Q4 2025 and mass production in early 2026, with a target of 1 million units by 2030 [5] Group 4: Market Outlook - The institution believes that 2025-2026 will be a year of mass production for both domestic and international markets, expressing a positive outlook on the humanoid sector, particularly on the supply chain of T-chain suppliers and leading humanoid core suppliers [6]

据证券之星公开数据整理，近期巨轮智能（002031）发布2025年中报。截至本报告期末，公司营业总收 入4.12亿元，同比下降24.69%，归母净利润-5625.05万元，同比下降1091.4%。按单季度数据看，第二季 度营业总收入2.19亿元，同比下降43.48%，第二季度归母净利润-2562.58万元，同比下降229.35%。本报 告期巨轮智能三费占比上升明显，财务费用、销售费用和管理费用总和占总营收同比增幅达52.72%。 本次财报公布的各项数据指标表现不尽如人意。其中，毛利率12.17%，同比减40.21%，净利 率-13.77%，同比减2126.01%，销售费用、管理费用、财务费用总计8661.55万元，三费占营收比 21.03%，同比增52.72%，每股净资产0.98元，同比减11.21%，每股经营性现金流0.05元，同比增 133.55%，每股收益-0.03元，同比减1084.62% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 5.471Z | 4.12 乙 | -24.69% | | 归母净利 ...

Group 1 - The core viewpoint of the news is that Jilun Intelligent has experienced a significant decrease in the number of shareholders and a decline in stock price over the specified period [1][2] - As of June 30, 2025, the number of shareholders for Jilun Intelligent is 390,234, which represents a decrease of 49,158 shareholders or 11.19% compared to March 31, 2025 [1][2] - The average number of shares held per shareholder increased from 5,005.54 shares to 5,636.09 shares, while the average market value of shares held per shareholder is 45,800 yuan [1][2] Group 2 - The stock price of Jilun Intelligent decreased by 6.56% from March 31, 2025, to June 30, 2025, coinciding with the reduction in the number of shareholders [1][2] - In terms of capital flow, Jilun Intelligent saw a net outflow of 2.099 billion yuan from major funds and a net outflow of 1.297 billion yuan from speculative funds, while retail investors contributed a net inflow of 3.396 billion yuan [2]

Group 1 - The core viewpoint of the news is that Jiu Lun Intelligent (002031.SZ) has reported its semi-annual results for 2025, highlighting significant institutional investor interest and changes in shareholding [1] - As of August 22, 2025, a total of 16 institutional investors hold shares in Jiu Lun Intelligent, with a combined holding of 101 million shares, representing 4.59% of the total share capital [1] - The top ten institutional investors collectively hold 4.40% of the shares, with an increase of 0.05 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, 10 funds increased their holdings compared to the previous period, with a holding increase ratio of 0.61% [2] - One public fund, Bosera CSI Robot Index Fund A, decreased its holdings slightly, while three new public funds were disclosed, including Wan Jia CSI Robot ETF and others [2] - One foreign fund, Hong Kong Central Clearing Limited, reduced its holdings by 0.68% compared to the previous quarter [2]

2025半年度非经营性资金占用及其他关联资金往来情况汇总表 上市公司名称：巨轮智能装备股份有限公司 单位：万元 | 占用 | 方与 | 上市 | 公司 | 的关 | 上市 | 公司 | 核算 | 的会 | 5年 | 期初 | 占用 | 资金 | 5年 | 月占 | 5年 | 月占 | 用资 | 金 | 5年 | 月偿 | 5年 | 末占 | 用资 | 金 | 计 | 用累 | 计 | 还累 | 计 | 6月 | 202 | 202 | 1-6 | 202 | 1-6 | 202 | 1-6 | 202 | 非经 | 营性 | 资金 | 占用 | 资金 | 占用 | 方名 | 称 | 占用 | 形成 | 原因 | 占用 | 性质 | 联关 | 系 | 科目 | 余额 | 发生 | 金额 | （不 | 含利 | 息） | 的利 | 息 | 发生 | 金额 | 余额 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- ...

巨轮智能装备股份有限公司 2025 年半年度财务报告 2025 年半年度财务报告 证券简称：巨轮智能 证券代码：002031 2025 年 8 月 23 日 1 巨轮智能装备股份有限公司 2025 年半年度财务报告 一、审计报告 半年度报告是否经过审计 □是 否 公司半年度财务报告未经审计。 二、财务报表 财务附注中报表的单位为：元 1、合并资产负债表 编制单位：巨轮智能装备股份有限公司 2025 年 06 月 30 日 单位：元 | 项目 | 期末余额 | 期初余额 | | --- | --- | --- | | 流动资产： | | | | 货币资金 | 59,765,757.46 | 201,522,007.79 | | 结算备付金 | | | | 拆出资金 | | | | 交易性金融资产 | | | | 衍生金融资产 | | | | 应收票据 | 9,510,796.76 | 3,958,053.84 | | 应收账款 | 380,891,482.67 | 368,709,532.96 | | 应收款项融资 | 333,820.50 | 1,920,150.00 | | 预付款项 | 349,115,0 ...