Group 1 - Baillie Gifford & Co reduced its stake in Sanhua Intelligent Control (02050.HK) by selling 2.0833 million shares at an average price of HKD 32.4213 per share, amounting to approximately HKD 67.5433 million [1] - Following the sale, Baillie Gifford & Co's total shareholding decreased to 51.9338 million shares, representing a reduction in ownership from 11.34% to 10.90% [1]

| 股份代替: | 02050 | | --- | --- | | 上市法國名稱: | 浙江三右醫她控制股份有限公司 - H股 | | 日期 (日 / 月 / 年): | 11/08/2025 - 11/09/2025 | | 如欲觀看技雅權益憑知之內容,請於「有關事件的日期」機按下有關連結。 | | | *村熊:(L)-好奇(S)-浴食(P)-司供儒团的服务, | | | 超格序號 | 失般無/種藥/激高行政人員名 作出技器的 寶人 / 寶出或浮及的 郎般的平均價 | | | | 持有限益的設份數目 佔已發行的 有關車在前日期相關法職設份 資權態模題 | | --- | --- | --- | --- | --- | --- | | | 1000 | 用分期 | | | ( M�型上述 * 3 3 的 B 4 0 / 0 / 年) 福 | | CS20250909E00590 Baillie Gifford & Co | 1201(L) | | 2,083,300(L) | HKD 32.4213 | 日 球隊 51,933,800(L) 10.90(L)08/09/2025 | 减持后，Baillie G ...

Core Viewpoint - A leaked research report suggests that certain companies are Tier 1 suppliers for Tesla's humanoid robot, impacting stock prices of related firms in the market [2][5]. Group 1: Companies Involved - The report identifies Top Group and Sanhua Intelligent Controls as the two main Tier 1 suppliers for Tesla's humanoid robot [5]. - Other companies like Zhejiang Rongtai, Zhenyu Technology, and Yinlun Co. are also considered potential Tier 1 suppliers, with their stock prices showing significant fluctuations [2][9]. Group 2: Stock Market Reactions - On September 10, stocks of Sanhua Intelligent Controls and Yinlun Co. experienced slight declines, while Zhenyu Technology dropped by 4.64%. In contrast, Zhejiang Rongtai's stock rose by 6.47% [2]. - Since 2025, stock price increases for Yinlun Co., Zhejiang Rongtai, and Zhenyu Technology have been 93%, 355%, and 198% respectively [11]. Group 3: Company Responses - Sanhua Intelligent Controls declined to comment on the report, citing confidentiality regarding client information [7]. - Zhejiang Rongtai has indicated that it is progressing well with humanoid robot projects but cannot disclose specific details due to confidentiality [7]. Group 4: Material Insights - The report claims that Tesla does not use PEEK material but instead relies heavily on magnesium-aluminum alloys for its humanoid robots [11]. - Baowu Magnesium Industry stated that their supply of aluminum-magnesium alloy products for humanoid robots is currently limited [11]. Group 5: Shareholder Activities - Recent shareholder activities at Zhejiang Rongtai show significant reductions in holdings by major shareholders, while notable investors like Zhang Jianping have increased their stakes [12][14]. - Zhejiang Rongtai has been active in expanding its business, including acquiring a majority stake in a precision machinery company and establishing a new subsidiary focused on robotics [14].

香港联交所最新资料显示，9月8日，Baillie Gifford&Co减持三花智控（002050）(02050)208.33万股，每 股均价32.4213港元，总金额约为6754.33万港元。减持后最新持股数目为5193.38万股，最新持股比例为 10.90%。 ...

智通财经APP获悉，香港联交所最新资料显示，9月8日，Baillie Gifford & Co减持三花智控 (02050)208.33万股，每股均价32.4213港元，总金额约为6754.33万港元。减持后最新持股数目为5193.38 万股，最新持股比例为10.90%。 ...

那么，在这场二十年一遇的价值重估中，谁是真正的弄潮儿？ 产业信号密集释放，马斯克豪言机器人成特斯拉价值核心 2025年以来，机器人不再只是展会上的噱头，而是在技术、产业和资本多个层面同步发出加速落地的信号。过去几年它们还停留在实验室样机阶段，而如 今，量产和商业化的逻辑开始逐渐清晰。 入秋以来，机器人赛道更加火热。 港股机器人概念中，地平线机器人市值年内累涨181%，首程控股市值年内累涨133%，越疆市值年内累涨118%，优必选市值年内累涨96%，三花智控市值年 内累涨43%，极智嘉市值年内累涨31%。 9月8日落幕的智博会上，人形机器人不仅能完成格斗、跳舞，还能承担清扫、搬运等实用任务，标志着"机器人+场景"的商业化正在加速。特别是，特斯拉 Optimus的迭代牵动全球资本神经，优必选更凭借2.5亿元大单释放出规模化信号。 除了整机厂吸引目光，背后的供应链龙头也在加速奔跑。三花智控近期获纳入恒生综合指数成分股，8日A股涨停板封单近30万手，港股也涨超10%。展示 出市场对其从汽车零部件到机器人零部件业务拓展的认可。 这只是个开始。就像由iPhone在2007年开启的制造业大周期，随着机器人从实验室与展会走向 ...

A股三花智控成交额达100亿元，现涨1.51%。 ...

东方证券表示，特斯拉公布了即将在11月股东大会接收投票的激励提案文件，其目标更为宏大，最高目 标为8.5万亿美元市值、累计交付100万台机器人，100万辆Robotaxis同时运行、4000亿美元的调整后 EBITDA。其认为该计划反映特斯拉将加大对机器人的投入，机器人产业的量产将迎来加速。 （文章来源：21世纪经济报道） 9月8日，A股市场全天震荡分化，三大指数涨跌不一。从板块来看，机器人概念股股表现活跃，肇民科 技、浙海德曼、骏鼎达均20CM涨停，香农芯创、华密新材、绿的谐波、利元亨等十余股涨超10%。 消息面上， 特斯拉于昨日开通名为"Tesla AI"的微博账号，并发布首条微博"我一直在努力改善自己的身 材"，展示了新版本的Optimus人形机器人。当日晚间，特斯拉官方微博转发@TeslaAI发布的内容，并配 文称"加速进化中"。 ...

三花智控9月8日大宗交易平台出现一笔成交，成交量60.00万股，成交金额2026.20万元，大宗交易成交 价为33.77元。该笔交易的买方营业部为华泰证券股份有限公司上海长宁区凯旋路证券营业部，卖方营 业部为中信建投证券股份有限公司杭州庆春路证券营业部。 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 60.00 | 2026.20 | 33.77 | 0.00 | 华泰证券股份有限公司上海 | 中信建投证券股份有限公 | | | | | | 长宁区凯旋路证券营业部 | 司杭州庆春路证券营业部 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 进一步统计，近3个月内该股累计发生3笔大宗交易，合计成交金额为4850.92万元。 （文章来源：证券时报网） 证券时报·数据宝统计显示，三花智控今日收盘价为33.77元，上涨10.00%，日换手率为3.01%，成交额 为37.00 ...

Group 1 - The stock of Sanhua Intelligent Control reached the daily limit, with a turnover rate of 3.01% and a trading volume of 3.7 billion yuan, showing a fluctuation of 7.82% [2] - The net inflow of funds for the stock was 1.054 billion yuan, with a significant net inflow of large orders amounting to 1.226 billion yuan, while large orders saw a net outflow of 172 million yuan [2] - The latest margin trading balance for the stock was 3.647 billion yuan, with a financing balance of 3.636 billion yuan and a securities lending balance of 10.121 million yuan, indicating a recent increase in financing balance by 250 million yuan, or 7.39% [2] Group 2 - In the past five days, two institutions rated the stock as a buy, with the highest target price set at 38.64 yuan by Guotai Junan Securities [3] - The top five buying and selling member trading departments accounted for a total transaction amount of 1.318 billion yuan, with a net buying amount of 115 million yuan [2][3] - The top buying department was Dongfang Securities, with a buying amount of 236.39 million yuan, while the top selling department was Guoxin Securities, with a selling amount of 387.68 million yuan [3][4]