Group 1: ETF Performance - The liquidity of the Robot ETF managed by Jiashi has a turnover rate of 2.7%, with a transaction volume of 14.57 million yuan [3] - As of August 1, the Robot ETF has seen a net value increase of 46.01% over the past year, ranking 440 out of 2944 index equity funds, placing it in the top 14.95% [3] - Since its inception, the Robot ETF has recorded a highest monthly return of 25.78%, with the longest consecutive monthly gains being 3 months and a maximum cumulative increase of 37.12%, averaging a monthly return of 8.93% during rising months [3] Group 2: Top Holdings - As of July 31, the top ten weighted stocks in the CSI Robot Index include iFlytek, 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: Market Trends - The "E-Town Robot Consumption Festival," the world's first festival themed around robot consumption, has been launched in Beijing, featuring hundreds of companies across service robots, industrial robots, and special robots, covering applications in home, medical, education, logistics, and entertainment [5] - Dongfang Securities indicates that significant marginal changes in the artificial intelligence industry are expected in the next 1-2 months, following the State Council's approval of the "Artificial Intelligence +" action plan, which aims to promote large-scale commercialization of AI applications [6] - The robot sector is viewed as a crucial application area within the AI industry, with expectations for accelerated progress in the future [6]

Core Viewpoint - Zhejiang Dahua Technology Co., Ltd. announced a share buyback plan, indicating a strategic move to enhance shareholder value and confidence in the company's financial health [1] Group 1: Share Buyback Details - The company has repurchased a total of 6,652,200 shares, which represents 0.20% of its total share capital [1] - The highest transaction price for the buyback was 15.71 yuan per share, while the lowest was 15.16 yuan per share [1] - The total amount spent on the buyback was 103 million yuan, excluding transaction fees, and the funds were sourced entirely from the company's own capital [1]

Core Viewpoint - Zhejiang Dahua Technology Co., Ltd. announced changes in the pledge status of shares held by its controlling shareholder, Fu Liqian, indicating a partial release of share pledges and the current status of pledged and unpledged shares [1]. Group 1: Share Pledge Changes - Fu Liqian released a pledge of 5,700,000 shares, which accounts for 0.56% of the company's total share capital and 0.17% of his holdings [1]. - As of the announcement date, the total pledged shares by Fu Liqian and his concerted actors amounted to 1,098,616,153 shares, representing 33.43% of their total holdings [1]. - The total unpledged shares held by Fu Liqian and his concerted actors is 821,348,845 shares, which is 74.76% of the pledged shares [1]. Group 2: Current Pledge Status - Fu Liqian's pledged shares before the change were 1,023,868,980 shares, which were fully released, resulting in 0.00% of his holdings being pledged after the change [1]. - The announcement states that there are no pledged or frozen shares held by Fu Liqian and his concerted actors as of the disclosure date [1]. - There are no performance compensation obligations that Fu Liqian and his concerted actors need to fulfill [1].

Group 1 - The company, Dahua Co., Ltd. (002236.SZ), announced a share buyback program, repurchasing 6.6522 million shares, which represents 0.20% of the total share capital as of July 31, 2025 [1] - The maximum transaction price for the repurchased shares was 15.71 yuan per share, while the minimum price was 15.16 yuan per share [1] - The total amount spent on the share buyback was 103 million yuan, excluding transaction fees [1]

证券代码：002236 证券简称：大华股份 公告编号：2025-068 浙江大华技术股份有限公司 浙江大华技术股份有限公司董事会 截至 2025 年 7 月 31 日，公司通过回购股份专用证券账户以集中竞价方式 回购公司股份 6,652,200 股，占截至 2025 年 7 月 31 日公司总股本的 0.20%，最 高成交价为 15.71 元/股，最低成交价为 15.16 元/股，成交总金额为 103,413,464.94 元（不含交易费用）。本次回购股份资金来源为公司自有资金。 二、其他说明 截至本公告披露日，本次回购实施情况与回购股份方案不存在差异。公司 后续将严格按照《深圳证券交易所上市公司自律监管指引第 9 号—回购股份》 等相关规定，在回购期限内根据市场情况择机做出回购决策并予以实施，并根 据回购股份事项进展情况及时履行信息披露义务，敬请广大投资者注意投资风 险。 特此公告。 关于回购公司股份的进展公告 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。 浙江大华技术股份有限公司（以下简称"公司"）于 2025 年 4 月 8 日、20 25 年 4 月 ...

浙江大华技术股份有限公司 浙江大华技术股份有限公司（以下简称"公司"）近日获悉公司控股股东、实 际控制人傅利泉先生所持有本公司的部分股份质押情况发生变更，具体事项如下： 一、股东部分股份解除质押的基本情况 2、股东股份累计质押情况 注：1、本公告中"占公司总股本比例"、"持股比例"按照截至 2025 年 7 月 31 日的 股本总数 3,286,755,574 股计算。2、本公告的表格中若出现总计数与所列数值总和不符，为 四舍五入所致。 证券代码：002236 证券简称：大华股份 公告编号：2025-069 关于控股股东、实际控制人部分股份解除质押的公告 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。 截至公告披露日，上述股东及其一致行动人所持质押股份情况如下: 股东 名称 持股数量 （股） 持股 比例 本次质押变 动前质押股 份数量 （股） 本次质押变 动后质押股 份数量 （股） 占其所持 股份比例 占公 司总 股本 比例 已质押股份情况 未质押股份情况 已质押股份 限售和冻 结、标记数 量（股） 占已质押 股份比例 未质押股份 限售和冻结 数量（股） 占未 ...

Group 1: ETF Performance - The liquidity of the Robot ETF managed by Jiashi has a turnover rate of 4.51%, with a transaction volume of 24.81 million yuan [2] - Over the past year, the Robot ETF has seen a significant growth in scale, increasing by 522 million yuan [2] - As of July 31, the net value of the Robot ETF has risen by 45.32%, ranking 468 out of 2943 index equity funds, placing it in the top 15.90% [2] Group 2: Fund Returns - Since its inception, the Robot ETF has achieved a maximum monthly return of 25.78%, with the longest consecutive monthly gains being three months and a maximum cumulative increase of 37.12% [2] - The average return during the months of increase is 8.93% [2] Group 3: Top Holdings - As of July 31, the top ten weighted stocks in the CSI Robot Index include iFlytek, 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 [2] Group 4: Market Trends - According to IDC, global shipments of commercial service robots surpassed 100,000 units in 2024, with delivery and cleaning robots dominating the market [4] - Chinese manufacturers lead the market with an 84.7% share of shipments, indicating rapid market expansion [4] - Companies such as Qianlang Intelligent, Pudu Robotics, Gaoxian Robotics, and Yunjijia Technology are among the leaders in global shipment volumes [4] Group 5: Industry Outlook - Great Wall Securities notes that humanoid robots are currently in the factory working phase, with various sectors like automotive, home appliances, and cloud services expanding into the robotics market [5] - The acceleration of orders for humanoid robots and the iterative development of robots are expected to lead to rapid growth in the sector [5] - The financing of robot manufacturers is accelerating, indicating a positive outlook for investment opportunities in the related industry chain [5] Group 6: Investment Opportunities - Investors without stock accounts can access opportunities in the robotics sector through the Robot ETF Jiashi linked fund (024619) [6]

Industry Overview - The smart camera industry is experiencing explosive growth driven by the integration of optical imaging technology, artificial intelligence, IoT, and edge computing, transforming traditional cameras into intelligent devices capable of environmental perception and autonomous decision-making [1][17] - As of 2024, the market size of China's smart camera industry is projected to be approximately 112.52 billion yuan, with an expected increase to 128.72 billion yuan by 2025 [1][17] - The industry is characterized by rapid technological iteration and diverse application scenarios, with products evolving towards higher definition and intelligence [1][17] Policy Support - The Chinese government has implemented various policies to support the smart camera industry, including the promotion of smart manufacturing and the encouragement of consumer spending on smart home products [6][7] - Key policies include the "Implementation Opinions on Promoting Future Industry Innovation Development" and the "Notice on Expanding the Implementation of Large-Scale Equipment Updates and Consumer Goods Replacement Policies" [6][7] Market Dynamics - The global smart camera market is expected to see a shipment volume of 137 million units in 2024, reflecting a year-on-year growth of 7.7% [14] - In the first quarter of 2025, China's consumer-grade smart camera market shipped 12.08 million units, marking a 6.2% increase year-on-year [15] Competitive Landscape - Chinese brands dominate the global smart camera market, with four out of the top five brands being Chinese, including Hikvision, Xiaomi, Dahua, and TP-Link [19][21] - Hikvision led the global market with a shipment of 4.203 million units in the first quarter of 2025, achieving a year-on-year growth of 7.9% [19] Industry Trends - The industry is moving towards multi-modal integration, enhancing environmental perception through the combination of various sensory data [27] - Smart cameras are evolving from basic observation to advanced understanding capabilities, driven by deep learning technologies [28] - There is a trend towards customized solutions for specific vertical applications, such as industrial and medical uses, which enhances product value and creates technical barriers [29]

Group 1 - The company, Dahua Technology (002236), is focusing on the smart IoT main channel, emphasizing digital innovation and transformation for cities and enterprises [1] - The company plans to maintain a grounded approach to its operations and encourages stakeholders to pay attention to its upcoming semi-annual report for specific performance details [1]

Group 1: ETF Performance - The liquidity of the Robot ETF managed by Jiashi has a turnover rate of 4.78%, with a transaction volume of 27.72 million yuan [2] - Over the past six months, the Robot ETF has seen a scale increase of 343 million yuan and a share increase of 260 million shares [2] - As of July 23, the net value of the Robot ETF has risen by 49.02% over the past year, ranking 417 out of 2936 in the index stock fund category, placing it in the top 14.20% [2] Group 2: Top Holdings - As of June 30, 2025, the top ten weighted stocks in the CSI Robot Index include Huichuan Technology, iFlytek, Stone Technology, Dahua Technology, Zhongkong Technology, Shuanghuan Transmission, Robot, Han's Laser, Julun Intelligent, and Tuobang Technology, collectively accounting for 49.58% of the index [2] Group 3: Industry Trends - The humanoid robot sector is experiencing increasing momentum, with total financing exceeding 14 billion yuan in the first half of 2025, surpassing the total for the entire previous year [5] - The collaboration among industry chain enterprises is accelerating, with leading companies seeing order fulfillment and increased activity in the financing market, providing support for the humanoid robot sector [5] - There is significant confidence in the future development potential of humanoid robots from policies, capital markets, and industry chain enterprises, leading to a continuous acceleration of the commercialization process [5] Group 4: New Product Launch - On July 23, UBTECH announced the launch of the Walker S2, a full-size industrial humanoid robot designed for smart manufacturing scenarios, featuring the BrainNet 2.0 network and the Co-Agent technology for autonomous and collaborative operation [4]