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。 一、传闻情况 近日，浙江三花智能控制股份有限公司（以下简称"三花智控"或"公 司"）关注到网络媒体上有大量关于三花智控获得机器人大额订单的传言。 证券代码：002050 证券简称：三花智控 公告编号：2025-093 浙江三花智能控制股份有限公司 关于市场不实传言的澄清公告 三、其他说明 公司郑重提醒广大投资者：《证券时报》、《上海证券报》、巨潮资讯网 （http://www.cninfo.com.cn）和相关交易所网站为公司选定的信息披露媒体，公 司所有信息均以公司在上述媒体披露的公告为准，敬请广大投资者勿信谣传谣， 理性投资，注意风险。 特此公告。 浙江三花智能控制股份有限公司 董 事 会 2025 年 10 月 15 日 二、澄清说明 经核实，公司针对上述传闻事项说明如下： 以上关于三花智控获得机器人大额订单的传言不属实；公司也不存在应披 露而未披露的重大事项；2025 年 10 月 15 日公司亦未接受任何媒体的采访。 ...

Core Insights - On October 15, the Shanghai Composite Index rose by 1.22%, with institutional investors appearing on the trading lists of 29 stocks, net buying 15 and net selling 14 [1][2]. Institutional Trading Summary - The stock with the highest net buying by institutional investors was Jinpan Technology, which closed at its daily limit with a trading volume of 2.47 billion yuan and a turnover rate of 8.41%. The net buying amounted to 192.97 million yuan, with three institutional seats among the top five trading departments [2][5]. - Another notable stock, Sunflower, also closed at its daily limit, with a trading volume of 2.38 billion yuan and a turnover rate of 24.11%. The net buying by institutions reached 130.67 million yuan, with all top five trading departments being institutional seats [2][5]. - Xingsen Technology closed at its daily limit with a trading volume of 2.11 billion yuan and a turnover rate of 7.15%. The net buying by institutions was 80.51 million yuan, with six institutional seats among the top five trading departments [3][5]. Performance of Net Bought Stocks - The average increase of stocks with net institutional buying was 6.32%, outperforming the Shanghai Composite Index. Stocks like Heshun Electric and Jinpan Technology showed strong performance, closing at their daily limits [3]. - Historical data indicates that stocks with net institutional buying have a 50.24% probability of rising the next day and a 50.72% chance of outperforming the Shanghai Composite Index [3]. Institutional Selling Summary - The stock with the highest net selling by institutions was Wentai Technology, with a net selling amount of 2.08 billion yuan. The stock experienced a volatility of 18.75% [4][6]. - Another stock, Zhichun Technology, had a net selling of 1.27 billion yuan, with a turnover rate of 31.49% and a daily decline of 9.70% [4][6]. - Sanhua Intelligent Control had a net selling of 1.22 billion yuan, with a daily increase of 10.01% [4][6]. Stocks with Deep and Hong Kong Stock Connect - On October 15, 24 stocks on the trading list had appearances from the Shanghai and Shenzhen Stock Connect, with net buying seen in stocks like Sanhua Intelligent Control and Zhongheng Electric [7][8]. - The net buying amounts for these stocks were 40.55 million yuan for Sanhua Intelligent Control and 33.43 million yuan for Zhongheng Electric, both showing a daily increase of 10% [8][9].

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Core Viewpoint - Kuike Intelligent (603203) is actively engaged in providing electronic assembly and automation equipment to key clients in the humanoid robotics sector, indicating a strategic position in a growing industry [1] Group 1: Client Relationships - The company supplies equipment to notable clients such as Huichuan Technology (300124), Sanhua Intelligent Control (002050), Top Group (601689), Wolong Electric Drive (600580), Keli Sensor (603662), Jiangsu Leili (300660), and Southern Precision (002553) [1] Group 2: Industry Focus - These clients are involved in producing essential components for humanoid robots, including motors, sensors, and reducers, highlighting the company's role in the robotics supply chain [1]

Core Viewpoint - The article discusses the recent performance of the A-share market, highlighting significant movements in various sectors, particularly the robotics and electric vehicle industries, alongside key economic data releases that may influence future market trends [1][2][4][5][11]. Market Performance - On October 15, A-shares saw collective gains, with the Shanghai Composite Index rising by 1.22%, the Shenzhen Component by 1.73%, and the ChiNext Index by 2.36%. The total trading volume across the Shanghai and Shenzhen markets was 20,906.55 billion yuan, a decrease of 5,062.61 billion yuan from the previous day [11]. - A total of 83 stocks hit the daily limit up, with notable sectors including innovative drugs, humanoid robots, and internet e-commerce experiencing rotation [11]. Robotics Sector - The robotics sector experienced a sudden surge, with Zhenghe Industrial hitting the daily limit and achieving a historical high. Companies like Zhongjian Technology and Sanhua Intelligent Control also saw rapid gains [2]. - A significant order of 685 million USD for linear actuators from Tesla to Sanhua Intelligent Control was reported, capable of producing 180,000 Optimus robots, with deliveries expected to start in Q1 2026 [2][3]. Economic Data - The National Bureau of Statistics reported a 0.3% year-on-year decline in the Consumer Price Index (CPI) for September, with food prices being a major drag, down 4.4% year-on-year [4]. - Core CPI, however, rose by 1.0%, marking the fifth consecutive month of increase, driven primarily by miscellaneous goods and services, with notable contributions from gold and platinum jewelry [5]. - The Producer Price Index (PPI) fell by 2.3% year-on-year, with a narrowing decline compared to the previous month, influenced by improved capacity management in certain industries [5]. Financial Data - As of the end of September, M2 money supply grew by 8.4% year-on-year, while M1 increased by 7.2%, with the gap between the two narrowing to 1.2%, the lowest since January 2021 [6]. - New RMB loans in September totaled 1.29 trillion yuan, the lowest for the same period since 2017, indicating weak demand across both household and corporate sectors [6][7]. Sector Highlights - The automotive sector showed strength, with a reported 12% year-on-year increase in wholesale sales of passenger vehicles in September, totaling 2.8 million units [11]. - The electric power equipment sector saw significant inflows, with Sanhua Intelligent Control leading the net inflow among individual stocks [24]. Company Performance - Guanghua Technology reported a 11.50% year-on-year increase in revenue for the first three quarters, reaching 2.044 billion yuan, with net profit soaring by 1233.70% to 903.934 million yuan [19]. - Tai Ling Microelectronics projected a net profit increase of approximately 118% for the same period, while Haiguang Information reported a 54.65% rise in revenue [19].

Core Viewpoint - Sanhua Intelligent Control has reportedly secured a significant order from Tesla for humanoid robots, exceeding 5 billion yuan, indicating strong progress in its robotics business [1] Group 1: Company Developments - Sanhua Intelligent Control's robotics business is progressing smoothly, although the company refrains from commenting on market rumors [1] - The company serves as a Tier 1 supplier for Tesla's electric vehicles, primarily responsible for supplying thermal management components [1] Group 2: Product and Supply Chain - Although Sanhua Intelligent Control has not officially acknowledged being a supplier for Tesla's Optimus robot due to strict confidentiality agreements, various sources suggest that the company is responsible for several core joint drive components of Tesla's robots [1] - Sanhua Intelligent Control supplies these components to Tesla's key production bases located in Hangzhou Bay and Mexico [1]

Market Overview - The Hong Kong stock market experienced a strong rebound after seven consecutive declines, with the Hang Seng Index rising 1.84% to 25,910.60 points and a total trading volume of HKD 315.81 billion [1] - Market sentiment is expected to show a "first suppress then rise" trend in the short term, with a potential slow bull market in the medium to long term as multiple marginal benefits accumulate [1] Blue-Chip Stocks Performance - Alibaba (09988) saw a notable increase of 3.86%, closing at HKD 161.6, contributing 90.84 points to the Hang Seng Index [2] - Other blue-chip stocks such as China Life (02628) and JD Health (06618) also performed well, rising 6.02% and 5.82% respectively [2] Sector Highlights - Large technology stocks collectively rebounded, with Alibaba up nearly 4%, Baidu up 2.74%, and Tencent up nearly 1% [3] - The consumer sector was strong, driven by domestic demand expectations and the upcoming "Double 11" shopping festival [3] - Gold stocks surged following the spot gold price surpassing USD 4,200 per ounce, with companies like Zhenfeng Gold (01815) rising 24.21% [5] Chip Sector Developments - Semiconductor stocks generally rose, with notable increases in companies like Jingmen Semiconductor (02878) and Huahong Semiconductor (01347) [6] - The Bay Area Semiconductor Industry Ecological Expo showcased advancements in domestic electronic engineering design software, enhancing industry competitiveness [6] New Listings and Rumors - Xuan Bamboo Biotechnology (02575) debuted with a significant increase of 126.72%, closing at HKD 26.3 [7] - Sanhua Intelligent Control (02050) rose 12.92% amid rumors of a substantial order from Tesla, although the company is verifying the information [8] Earnings Reports - China National Building Material (03323) issued a profit warning, expecting a profit of approximately RMB 2.95 billion for the nine months ending September 30, 2025, compared to a loss of RMB 684 million in the same period last year [10]

Market Overview - The three major A-share indices regained upward momentum on October 15, with the Shanghai Composite Index recovering the 3900-point mark and the ChiNext Index rising over 2% [1] - The market showed a broad-based increase across various sectors, with notable gains in automotive, aviation, electric grid equipment, chemical pharmaceuticals, and automotive parts [1] Fund Flow Analysis - The net outflow of main funds in the Shanghai and Shenzhen markets reached 9.294 billion yuan for the day [1] - Among the 11 sectors with net inflows, the pharmaceutical and household appliance sectors led with net inflows of 2.548 billion yuan and 1.59 billion yuan, respectively [1] - The food and beverage and computer sectors also saw net inflows exceeding 500 million yuan [1] - In contrast, the non-ferrous metals and telecommunications sectors experienced the largest net outflows, amounting to 4.939 billion yuan and 2.096 billion yuan, respectively [1] Individual Stock Performance - Eight stocks received net inflows exceeding 400 million yuan, with Sanhua Intelligent Control leading at 1.642 billion yuan, reportedly due to rumors of a large order from Tesla exceeding 5 billion yuan [2] - Yangguang Electric Power saw a net inflow of 1.298 billion yuan, supported by a new investment management guideline from the National Development and Reform Commission aimed at energy conservation and carbon reduction [2] - A total of 26 stocks experienced net outflows exceeding 200 million yuan, with notable outflows from companies like Mountain Science Technology and Ganfeng Lithium, each exceeding 400 million yuan [3] End-of-Day Fund Flow - At the end of the trading day, the main funds saw a net inflow of 3.927 billion yuan, with the electric power equipment sector attracting over 1 billion yuan [4] - Individual stocks such as ZTE and Yangguang Electric Power had net inflows exceeding 200 million yuan during the tail end of trading [5] - Conversely, stocks like Mountain Science Technology and Antai Technology faced net outflows exceeding 100 million yuan [6] ETF Performance - The Food and Beverage ETF (code: 515170) tracked the China Securities Food and Beverage Industry Index, showing a 1.20% increase over the past five days, with a net inflow of 2.477 million yuan [8] - The Gaming ETF (code: 159869) did not show a five-day change, with a net outflow of 100 million yuan [9] - The Semiconductor ETF (code: 588170) experienced a 4.74% decline over the past five days, with a net outflow of 2.056 million yuan [9]

Core Viewpoint - Sanhua Intelligent Control has reportedly secured a large order from Tesla for humanoid robots, exceeding 5 billion yuan, leading to significant stock price increases for the company [1][3]. Company Summary - Sanhua Intelligent Control's A-shares reached a limit-up closing at 44.18 yuan per share, with a total market capitalization of 185.95 billion yuan, while its H-shares closed at 39.52 HKD, up 12.98%, with a market cap of 199.4 billion HKD [1]. - The company is a Tier 1 supplier for Tesla's new energy vehicles, primarily responsible for thermal management components [3]. - Although Sanhua has not officially confirmed its role as a supplier for Tesla's Optimus robot due to strict confidentiality agreements, it is believed to supply several core joint drive components for the robot [3]. - Sanhua has been expanding its business since its listing in 2005, and in April 2023, it signed a strategic cooperation agreement with leading domestic harmonic reducer manufacturer, Lide Harmonic [3]. Industry Summary - Analysts from Galaxy Securities noted that Sanhua is deeply integrated with Tesla and is a key supplier for the humanoid robot actuator assembly, with potential revenue growth as Tesla's robot production ramps up [4]. - Zhongtai Securities highlighted Sanhua's leadership in thermal management and its technology extension into refrigeration, automotive parts, and robotics, indicating a promising growth trajectory alongside Tesla [4]. - Concerns arose in the market regarding Sanhua's execution capabilities and product quality after comments from the chairman of a competing company suggested potential issues in supplying robot components [4]. - In October, the A-share robotics sector experienced a significant pullback, with Sanhua's stock down 8.78% despite the earlier surge [4]. - To support its stock price, Sanhua implemented a share buyback program, repurchasing 1,506,800 shares at prices ranging from 22.69 to 31.00 yuan, totaling approximately 35.97 million yuan [4].

Core Viewpoint - The Shanghai Composite Index rose by 1.22% on October 15, with 29 industries experiencing gains, particularly in the power equipment and automotive sectors, which increased by 2.72% and 2.37% respectively [1] Industry Performance - The household appliances industry saw an increase of 1.40%, with a net inflow of 17.04 billion yuan in main funds. Out of 94 stocks in this sector, 85 rose, and 1 hit the daily limit, while 8 declined [1] - The steel and non-ferrous metals industries were among the worst performers, with significant net outflows of main funds, particularly 43.53 billion yuan from the non-ferrous metals sector and 23.50 billion yuan from the defense and military industry [1] Fund Flow Analysis - Overall, the main funds in the two markets experienced a net outflow of 8.53 billion yuan. However, 16 industries had net inflows, with the pharmaceutical and biological industry leading with a net inflow of 38.45 billion yuan and a rise of 2.08% [1] - The household appliances industry ranked high in terms of fund flow, indicating strong investor interest and confidence in this sector [1]