工业母机概念4日盘中发力上扬，截至发稿，华东数控（002248）、国机精工（002046）、江南新材 （603124）涨停，夏厦精密（001306）、山东威达（002026）、华中数控（300161）等涨超4%。 消息面上，近日，工业和信息化部等八部门印发《机械工业数字化转型实施方案》，提出到2027年，数 智技术在产品研发设计、生产制造、经营管理、运维服务等环节广泛应用，智能制造能力成熟度二级及 以上企业占比达50%，建成不少于200家卓越级智能工厂，带动机械企业研发设计、生产制造、供应链 管理数字化智能化水平稳步提升；培育一批既懂行业又懂数字化的系统解决方案供应商，形成不少于 200个优秀场景化解决方案，服务能力显著增强。到2030年，机械工业规上企业基本完成一轮数字化改 造，重点企业的产业链供应链上下游实现数据互联、共享协同，骨干企业深度应用人工智能技术，智能 制造能力成熟度二级及以上企业占比达60%，建成不少于500家卓越级智能工厂，基本形成系统完备、 安全可控的产品及服务供给体系，行业数字化智能化水平大幅提升。 方案还提出，面向工业领域老旧设备改造需求，深入实施大规模设备更新行动，支持企业集成应用感 ...

天眼查商业履历信息显示，威海华东数控股份有限公司，成立于2002年，位于威海市，是一家以从事仪 器仪表制造业为主的企业。企业注册资本30749.56万人民币，实缴资本8000万人民币。公司法定代表人 为连小明。 金融界消息 截至2025年7月29日收盘，华东数控（002248）报收于9.37元，下跌0.32%，换手率3.57%， 成交量10.99万手，成交金额1.03亿元。 资金流向方面，今日主力资金净流出1435.52万元，占比成交额14.0%。其中，超大单净流入98.84万 元、占成交额0.96%，大单净流出1534.36万元、占成交额14.96%，中单净流出流出22.38万元、占成交 额0.22%，小单净流入1457.90万元、占成交额14.21%。 华东数控最新一期业绩显示，截至2025一季报，公司营业总收入8013.37万元、同比减少0.48%，归属净 利润796.32万元，同比增长47.45%，扣非净利润744.00万元，同比增长51.97%，流动比率1.109、速动比 率0.483、资产负债率84.74%。 通过天眼查大数据分析，威海华东数控股份有限公司共对外投资了19家企业，参与招投标项目66 ...

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]

卫星化学：上半年净利润预增31.32%-53.20% 7月15日晚，卫星化学（002648）发布2025年半年度业绩预告，公司预计上半年实现归属于上市公司股 东的净利润27亿元至31.5亿元，同比增长31.32%-53.20%；预计实现扣除非经常性损益后的净利润28.52 亿元至33.02亿元，同比增长27.65%-47.79%。 资料显示，卫星化学成立于2005年8月，主营业务是(聚)丙烯、丙烯酸及酯、乙二醇、环氧乙烷、环氧 丙烷和聚乙烯等产品的生产和销售。 所属行业：基础化工–化学原料–其他化学原料 中国核建：累计新签合同871.49亿元 7月15日晚，中国核建（601611）发布公告称，截至2025年6月，公司累计实现新签合同871.49亿元，累 计实现营业收入531.84亿元。 资料显示，中国核建成立于2010年12月，主营业务是核电工程建设及工业与民用工程建设。 所属行业：建筑装饰–基础建设–基建市政工程 资料显示，怡球资源成立于2001年3月，主营业务是利用所回收的各种废旧铝资源，进行分选、加工、 熔炼等工序，生产出再生铝合金产品。 所属行业：有色金属–工业金属–铝 光库科技：上半年净利润预增60 ...

[Weihai Huadong CNC 2025 Semi-Annual Performance Forecast](index=1&type=section&id=Weihai%20Huadong%20CNC%20Co.%2C%20Ltd.%202025%20Semi-Annual%20Performance%20Forecast) [Current Period Performance Forecast](index=1&type=section&id=I.%20Current%20Period%20Performance%20Forecast) The company forecasts 2025 first-half net profit attributable to shareholders to increase **77.05% to 165.58%** - The company forecasts a year-on-year increase in performance for the period from January 1 to June 30, 2025[2](index=2&type=chunk)[3](index=3&type=chunk) Key Performance Indicators for 2025 Semi-Annual Performance Forecast | Item | Current Period (Estimated) | Prior Period | Year-on-Year Growth (Estimated) | | :--- | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders of Listed Company** | Profit: 10 million – 15 million yuan | Profit: 5.6481 million yuan | 77.05% - 165.58% | | **Net Profit After Deducting Non-Recurring Gains and Losses** | Profit: 9 million – 13.5 million yuan | Profit: 4.0773 million yuan | 120.73% - 231.10% | | **Basic Earnings Per Share** | Profit: 0.03 – 0.05 yuan/share | Profit: 0.02 yuan/share | - | [Communication with Accounting Firm](index=1&type=section&id=II.%20Communication%20with%20Accounting%20Firm) The company states that the 2025 semi-annual financial data included in this performance forecast has not been audited by an accounting firm - The financial data in this performance forecast has not been audited by an accounting firm[5](index=5&type=chunk) [Explanation of Performance Changes](index=1&type=section&id=III.%20Explanation%20of%20Performance%20Changes) Performance growth is attributed to core business focus, active market expansion, and cost-reduction initiatives - Performance growth is attributed to the company's focus on its core business, active expansion in domestic and international markets, increased operating revenue, and implementation of cost-reduction and efficiency-improvement strategies to enhance profitability[6](index=6&type=chunk) [Risk Warning](index=1&type=section&id=IV.%20Risk%20Warning) This unaudited performance forecast is preliminary; final data will be in the 2025 semi-annual report, requiring investor caution - This performance forecast is a preliminary estimate by the finance department and is unaudited; the final data will be based on the 2025 semi-annual report, and investors should be aware of investment risks[8](index=8&type=chunk)

华东数控（002248）公告，预计2025年1月1日至2025年6月30日归属于上市公司股东的净利润为1000万 元–1500万元，比上年同期的564.81万元增长77.05%-165.58%。扣除非经常性损益后的净利润为900万 元–1350万元，比上年同期的407.73万元增长120.73%-231.10%。基本每股收益为0.03元/股–0.05元/股， 上年同期为0.02元/股。 ...

Core Viewpoint - The legal opinion issued by Shandong Taixiang Law Firm confirms that the 2024 annual general meeting of Weihai Huadong CNC Co., Ltd. was convened and conducted in accordance with relevant laws and regulations, ensuring the legitimacy of the meeting and the validity of the voting results [1][9]. Group 1: Meeting Procedures - The annual general meeting was convened by the company's seventh board of directors and announced on April 25, 2025, through various media outlets, detailing the time, location, and agenda of the meeting [2]. - The meeting took place at the company's office in Weihai Economic and Technological Development Zone, and the actual time and location matched the prior announcement [2]. Group 2: Attendance and Voting - A total of 317 participants attended the meeting, representing 53,825,800 shares, which is 17.5046% of the total shares [3][4]. - Online voting was conducted with 316 shareholders participating, representing 2,139,603 shares, or 0.6958% of the total voting shares [3]. Group 3: Voting Results - The voting results showed that 55,699,603 shares were in favor of the proposals, accounting for 99.5251% of the valid votes cast [4]. - The dissenting votes totaled 196,400 shares, representing 0.3509%, while 69,400 shares were abstained, which included 2,800 shares defaulted as abstentions due to non-voting [4][5]. - The overall voting results confirmed that all proposals were approved, with a significant majority supporting the decisions made during the meeting [6][9].

山东泰祥律师事务所 年年度股东大会出具法律意见如下： 一、本次股东大会的召集、召开程序和召集人的资格 关于威海华东数控股份有限公司 2024 年年度股东大会的法律意见 致：威海华东数控股份有限公司 根据《中华人民共和国公司法》（以下简称"《公司法》"）、《上市 公司股东大会规则》（以下简称"《规则》"）等法律、法规及《威海华 东数控股份有限公司章程》（以下简称"《公司章程》"）的规定，山东 泰祥律师事务所（以下简称"本所"）接受威海华东数控股份有限公司 （以下简称"公司"）委托，就公司 2024 年年度股东大会（以下简称"本 次股东大会"）的相关事宜进行见证，并出具本法律意见书。 在本法律意见书中，本所律师仅对本次股东大会召集和召开的程 序、表决程序及出席本次股东大会的人员资格是否符合有关法律和《公 司章程》的规定以及本次股东大会审议议案的表决结果发表意见，并 不对本次股东大会所审议的议案内容以及这些议案所表述的事实或数 据的真实性和准确性发表意见。本所同意将本法律意见随本次股东大 会决议一起予以公告，并依法对本法律意见承担相应的责任。 为出具本法律意见，本所律师对本次股东大会所涉及的有关事项 进行了审查，查 ...

重要提示： 1、本次会议没有否决和变更议案情况。 2、本次会议没有新议案提交表决情况。 3、本次会议不涉及变更前次股东大会决议情况。 证券代码：002248 证券简称：华东数控 公告编号：2025-014 威海华东数控股份有限公司 2024年年度股东大会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 一、会议召开和出席情况 （一）会议召开情况 1、现场会议召开时间：2025年6月13日（星期五）14:00。 网络投票时间：2025年6月13日。其中，通过深交所交易系统进行网络投票的 具体时间为：2025年6月13日上午9:15至9:25、9:30至11:30，下午13:00至15:00；通 过深交所互联网投票的具体时间为：2025年6月13日上午9:15至下午15:00期间的任 意时间。 2、股权登记日：2025年6月6日（星期五）。 3、现场会议召开地点：公司办公楼会议室（威海经济技术开发区崮山镇金诺 路130号）。 4、召集人：公司第七届董事会。 5、召开方式：现场投票与网络投票相结合的方式。 6、主持人：董事长连小明。 1 7、会议通知情况：关 ...

Group 1 - The core viewpoint of the articles highlights the significant growth potential in the robotics industry, particularly with the upcoming International Robotics Skills Competition and projections for the industry by 2025 [1][2] Group 2 - The CSI Robotics Index (H30590.CSI) opened with a 0.4% increase, with notable gains from companies like Xunbang Intelligent (up nearly 6%) and Tianzhun Technology (up over 4%) [1] - The Robotics ETF (562360) tracks the CSI Robotics Index and had a circulating scale of 422 million yuan as of May 28, with a total of 464 million shares [1] - The International Robotics Skills Competition features five main competition tracks and 28 event subjects, with over 60 participating teams [1] Group 3 - According to Western Securities, 2025 is projected to be a pivotal year for the robotics industry, with the global humanoid robot market expected to reach $5.3 billion, a year-on-year growth of 57.41% [2] - The Chinese market for humanoid robots is anticipated to reach 85 billion yuan, with a compound annual growth rate of 32.41% [2] - The growth is driven by the integration of AI models with robotics hardware, enhancing applications in various sectors such as industrial, logistics, and healthcare [2] Group 4 - Wanlian Securities notes that policies supporting the humanoid robotics industry will continue to evolve in 2025, aiming to enhance supply chain autonomy and global competitiveness [2] - The report emphasizes that cost remains a significant barrier to the widespread adoption of humanoid robots, suggesting a focus on high-quality domestic component manufacturers that will benefit from large-scale applications [2]