Core Points - The stock of Haide Control increased by 5.01%, reaching 16.57 CNY per share, with a trading volume of 507 million CNY and a turnover rate of 13.27%, resulting in a total market capitalization of 5.831 billion CNY [1] - Haide Control, established on March 15, 1994, and listed on November 16, 2007, specializes in industrial automation system integration and product distribution, with revenue composition: 53.43% from industrial electrical automation, 32.20% from new energy, and 14.37% from industrial information technology [1] Shareholder Information - Among the top ten circulating shareholders of Haide Control, Huaxia Fund's Huaxia CSI Robot ETF (562500) increased its holdings by 847,800 shares in Q2, now holding 4.7263 million shares, which is 1.97% of the circulating shares. The estimated floating profit today is approximately 3.7338 million CNY [2] - The Huaxia CSI Robot ETF was established on December 17, 2021, with a latest scale of 14.471 billion CNY, yielding 29.76% this year, ranking 1615 out of 4218 in its category; over the past year, it achieved a return of 39.3%, ranking 936 out of 3869; since inception, the return is 0.82% [2] Fund Management - The fund manager of Huaxia CSI Robot ETF is Hualong, who has been in the position for 3 years and 63 days, managing total assets of 21.741 billion CNY. The best fund return during the tenure is 117.3%, while the worst return is -15.08% [3]

Group 1 - The core point of the news is that Haide Control's stock price increased by 5.01% to 16.57 CNY per share, with a trading volume of 508 million CNY and a turnover rate of 13.28%, resulting in a total market capitalization of 5.831 billion CNY [1] - Haide Control, established on March 15, 1994, and listed on November 16, 2007, operates in the industrial automation sector, focusing on system integration and product distribution [1] - The company's main business revenue composition includes: 53.43% from industrial electrical automation, 32.20% from new energy, and 14.37% from industrial information technology [1] Group 2 - Tianhong Fund's Tianhong CSI Robot ETF (159770) is among the top ten circulating shareholders of Haide Control, having increased its holdings by 354,500 shares in the second quarter, totaling 1.9143 million shares, which represents 0.8% of the circulating shares [2] - The Tianhong CSI Robot ETF was established on October 26, 2021, with a latest scale of 5.834 billion CNY, achieving a year-to-date return of 30.04% and a one-year return of 40.19% [2] - The fund manager Liu Xiaoming has a tenure of 7 years and 28 days, with a total fund asset size of 15.782 billion CNY, achieving a best return of 65.27% during his tenure [3]

Group 1 - The Robot ETF (562500) experienced a slight increase of 0.20%, closing at 1.010 yuan, outperforming the CSI Robot Index (+0.17%) and significantly beating the Shanghai Composite Index (-0.19%) [1] - The trading pattern showed a rise followed by a pullback, stabilizing around the moving averages, with a trading volume of approximately 9.6 billion yuan, maintaining high turnover [1] - Among the constituent stocks, 34 rose while 39 fell, indicating a mixed performance within the sector, with notable gainers including CITIC Heavy Industries (+10%) and Haide Control (+7.4%) [1] Group 2 - CITIC Construction Investment noted that the humanoid robot index's relative performance is primarily influenced by Tesla's advancements in robotics, such as performance iterations and hardware finalization [2] - The sector has shifted from thematic investments focusing on new hardware directions to expectations of mass production, with the Gen3 hardware nearing finalization and large-scale production [2] - The upcoming Gen3 release is anticipated to provide clearer guidance on hardware finalization and production, presenting a historic opportunity for the sector [2]

Core Viewpoint - The company is actively expanding its presence in the marine economy, particularly in offshore wind power, leveraging its technological expertise and product capabilities in converters [2]. Group 1: Company Strategy - The company has a focus on new energy business, specifically in coastal and offshore converter products [2]. - It plans to strengthen collaborations with leading wind turbine manufacturers in the offshore wind sector to expand its business scale [2]. - The company has accumulated years of research and development experience and technical reserves, which will support its future initiatives [2]. Group 2: Project Involvement - The company has participated in significant projects, including the 16MW national key project, which enhances its credibility and experience in the offshore wind power domain [2].

Core Insights - Company has established two equity investment funds focused on advanced manufacturing and new generation information technology sectors [1] Group 1: Investment Activities - Company is involved in the establishment of the "Shenzhen Nanshan Aster Innovation Equity Investment Fund Partnership (Limited Partnership)" in collaboration with Shenzhen Guiding Fund Investment Co., Ltd., Shenzhen Huitong Jinkong Fund Investment Co., Ltd., and Beijing Huasheng Tiancai Technology Co., Ltd. [1] - Company has also co-invested in the "Shanghai Junshi Venture Capital Partnership (Limited Partnership)" with Shanghai Venture Capital Co., Ltd. and Shanghai Minhang Financial Investment Development Co., Ltd. [1] Group 2: Investment Focus - The equity investment funds primarily target high-tech enterprises in the advanced manufacturing sector, including but not limited to robotics, additive manufacturing equipment, intelligent measurement and control equipment, and industrial internet [1] - The funds also focus on the new generation information technology sector, which includes internet and cloud computing, big data services, and IoT technology services [1]

Core Viewpoint - The company, Haide Control (002184.SZ), is focusing on expanding its offshore wind power business by leveraging its research and development capabilities and experience in large-scale projects [1] Group 1: Business Focus - The company's new energy business includes coastal and offshore converter products [1] - Haide Control aims to strengthen cooperation with leading wind turbine manufacturers in the offshore wind power sector [1] Group 2: Technical Expertise - The company has accumulated years of research and development experience and technical reserves [1] - It has product capabilities that cover various types of converters required for offshore wind power [1] - The company has participated in the 16MW national key project, enhancing its credibility in the industry [1]

格隆汇10月21日丨海得控制(002184.SZ)在投资者互动平台表示，公司新能源业务涉及沿海型、海上型 变流器产品。未来，公司将依托于多年的研发积累与技术储备、可覆盖海上风电所需各类变流器的产品 能力、及参与16MW的国之重器项目经验，继续加强与风机制造头部企业在海上风电领域的合作，扩大 业务规模。 ...

Group 1 - A total of 56 stocks in the A-share market experienced block trading today, with a total transaction value of 1.168 billion yuan [1] - The top three stocks by transaction value were Hengli Petrochemical (220 million yuan), Wantong Development (99.9929 million yuan), and Chuangye Huikang (68.4 million yuan) [1] - Among the stocks, 7 were traded at par, 4 at a premium, and 45 at a discount; the highest premium rates were for Aidi Precision (4.02%), Hengli Petrochemical (0.86%), and Lier Technology (0.06%) [1] Group 2 - The stocks with the highest discount rates included Boliview (29.35%), Yuxin Electronics (21.36%), and Zhongji Xuchuang (21.09%) [1] - The ranking of institutional buy amounts showed Chuangye Huikang leading with 66.24 million yuan, followed by Jinlong Co. (51.3405 million yuan) and Baiwei Storage (46.98 million yuan) [1] - The top three stocks by institutional sell amounts were Longqi Technology (13.008 million yuan),招商公路 (6.156 million yuan), and Dize Pharmaceutical-U (4.3532 million yuan) [2]

| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交全额 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | 2025-10-20 | 002184 | 海得控制 | 13.72 | 40.00 | 548.80 招商证券股份有限 | 平安证券股份有限 | | | | | | | 公司西安北大街证 | 公司上海巨鹿路营 | | | | | | | 券营业部 | 485万 | | 2025-10-20 | 002184 | 海得控制 | 13.72 | 14.60 | 200.31 机构专用 | 平安证券股份有限 | | | | | | | | 公司上海巨鹿路营 | | | | | | | | 业部 | | 2025-10-20 | 002184 | 海得控制 | 13.72 | 14.60 | 200.31 机构专用 | 平安证券股份有限 | | | | | | | | 公司上海巨鹿路营 | | | | | | | | 4637 | | 2025-1 ...

Group 1 - The core viewpoint of the articles highlights the active performance of the Robot ETF (562500), which rose by 1.43% and showed a clear structural differentiation among its constituent stocks, with 62 stocks rising and 11 falling [1] - The trading volume of the Robot ETF reached approximately 9.04 billion yuan, with over 900 million shares traded, indicating a vibrant market activity [1] - A strategic cooperation framework agreement was signed between Yongmaotai and a leading domestic humanoid robot company to explore collaboration in the field of embodied intelligent robot actuators and joint components, aiming to set global industry standards [1] Group 2 - Open Source Securities predicts that humanoid robots will gradually achieve industrialization from 2024, with multiple global companies increasing their investments in this sector, thereby accelerating the industrialization process [2] - The humanoid robot industry shares significant overlaps with the smart electric vehicle sector, particularly in intelligent perception and motion control, which are similar to smart driving logic [2] - The Robot ETF (562500) is the only robot-themed ETF in the market with a scale exceeding 20 billion yuan, covering various sub-sectors such as humanoid robots, industrial robots, and service robots, facilitating investors' access to the entire robot industry chain [2]