资金面上看，今日工业母机概念板块获主力资金净流出2.14亿元，其中，40股获主力资金净流入，5股 主力资金净流入超亿元，净流入资金居首的是宝馨科技，今日主力资金净流入1.90亿元，净流入资金居 前的还有奥普光电、华工科技、东土科技等，主力资金分别净流入1.90亿元、1.73亿元、1.22亿元。 资金流入比率方面，奥普光电、宝馨科技、中原内配等流入比率居前，主力资金净流入率分别为 32.01%、21.56%、15.09%。（数据宝） 截至9月17日收盘，工业母机概念上涨1.78%，位居概念板块涨幅第10，板块内，78股上涨，中原内 配、奥普光电、宝馨科技等涨停，华锐精密、欧科亿、鸿富瀚等涨幅居前，分别上涨11.73%、 11.35%、9.94%。跌幅居前的有沃尔德、力星股份、合锻智能等，分别下跌3.06%、2.94%、2.39%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 光刻机 | 3.30 | 免税店 | -1.60 | | 同花顺果指数 | 2.32 | 猪肉 | -1.40 | | 铜缆高速连接 ...

截至9月10日，宝馨科技股东户数7.92万，较上期增加11.20%；人均流通股6997股，较上期减少 10.07%。2025年1月-6月，宝馨科技实现营业收入1.01亿元，同比减少42.51%；归母净利润-4482.68万 元，同比增长57.71%。 分红方面，宝馨科技A股上市后累计派现7208.00万元。近三年，累计派现0.00元。 机构持仓方面，截止2025年6月30日，宝馨科技十大流通股东中，香港中央结算有限公司位居第七大流 通股东，持股197.61万股，为新进股东。 今年以来宝馨科技已经6次登上龙虎榜，最近一次登上龙虎榜为9月5日。 资料显示，江苏宝馨科技股份有限公司位于南京市江宁区苏源大道19号九龙湖国际企业总部园C4栋7 楼，成立日期2001年10月8日，上市日期2010年12月3日，公司主营业务涉及运用数控钣金技术,研发、 设计、生产、销售工业级数控钣金结构产品。主营业务收入构成为：设备配件90.62%，项目服务收入 3.62%，其他(补充)2.71%，充换电桩及配套产品销售2.21%，灵活性调峰技术服务0.69%，光伏电池、组 件及配套产品销售0.15%。 宝馨科技所属申万行业为：机械设备-通 ...

9月15日，宝馨科技大宗交易成交48.49万股，成交额301.12万元，占当日总成交额的0.33%，成交价6.21 元，较市场收盘价7.2元折价13.75%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-09-15 | 002514 | 宝馨科技 | 6.21 | 48.49 | 301.12 | 兴业证券股份有限 | 广发证券股份有限 | | | | | | | | 公司深圳东海国际 | 公司文昌滨湾路证 | | | | | | | | 证券营业部 | 劳营业部 | ...

登录新浪财经APP 搜索【信披】查看更多考评等级 针对公司股票交易异常波动，公司董事会对公司、公司控股股东和实际控制人就相关事项进行了核实， 有关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司未发现近期公共传媒报道了可能或已经对本公司股票交易价格产生较大影响的未公开重大信 息； 3、近期公司经营情况正常，内外部经营环境未发生重大变化； 4、公司及公司控股股东、实际控制人不存在关于公司的应披露而未披露的重大事项，或处于筹划阶段 的重大事项； 5、经核查，公司股票异常波动期间，公司的控股股东、实际控制人未买卖公司股票。 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、股票交易异常波动的情况介绍 江苏宝馨科技股份有限公司（以下简称"公司"或"本公司"）股票交易价格连续三个交易日（2025年9月3 日、2025年9月4日、2025年9月5日）收盘价格涨幅偏离值累计超过20%，根据《深圳证券交易所交易规 则》等有关规定，公司股票交易属于异常波动的情况。 二、公司关注、核实情况 四、风险提示 1、经自查，公司不存在违反信息公平披露的情形。 ...

Core Insights - The humanoid robot sector index increased by 28.66% in the first half of 2025, significantly outperforming other tech sectors like AI and new energy vehicles, with total market capitalization rising from 1.17 trillion yuan to 6.03 trillion yuan, a 415% increase [1] - The performance of the humanoid robot sector shows a divergence, with core component companies leading due to technological breakthroughs and economies of scale, while system integration companies face challenges such as high R&D costs and long payment cycles [2] Company Performance - Among 16 major listed companies in Jiangsu, 12 reported profits while 4 incurred losses, with total R&D investment amounting to 689 million yuan [1] - Leading companies in core components, such as reducers, motors, and screws, have maintained gross margins above 35%, while system integrators struggle with profitability [2] - Green Harmonic, a leader in harmonic reducers, achieved revenue and net profit growth in the first half of the year, with R&D investments leading to a unique technology that extends the reducer's testing life to 12,000 hours and reduces costs by 30%-50% compared to imports [2] R&D and Innovation - Jiangsu Leili produces key components like "joints and dexterous hands," which account for 20%-30% of the total cost of humanoid robots, and has increased R&D expenses by 14.51% year-on-year [3] - Hengli Hydraulic views investments in emerging sectors as a "second curve" for growth, with projections of revenue reaching 80 million to 100 million yuan from new industrial screw products [3] - Companies are actively investing in R&D to enhance their technological capabilities and product offerings, with a focus on advanced technologies like hollow cup motors and planetary roller screws [3] Market Trends - The humanoid robot sector is experiencing rapid growth driven by policy support, capital investment, and technological advancements, with applications expanding from industrial to service sectors [4][5] - Companies like Estun and Tianqi are launching humanoid robots for industrial applications, indicating a shift towards practical deployment in various sectors [4] - The market for humanoid robots is projected to grow significantly, with predictions that the period from 2025 to 2027 will be crucial for companies to establish their technologies in broader commercial service areas [5] Investment and Financing - The humanoid robot industry has seen over 24 billion yuan in financing by July 2025, surpassing the total for the previous year, indicating strong market interest [6] - New players in the complete machine sector are emerging, with significant investments and product launches aimed at various applications, including banking and education [6] - Companies are forming strategic partnerships and making investments to strengthen their positions in key components and core technologies, as seen with Baoxin Technology's investment in Suzhou Jicui Intelligent Manufacturing [5][6] Challenges and Future Outlook - New entrants face challenges related to technological iteration and mass production capabilities, with the industry moving towards standardized production processes [7] - The valuation logic in the capital market is shifting from speculative concepts to performance-based metrics, emphasizing the importance of scalable revenue and positive cash flow [7]

Mergers and Acquisitions - Sunflower plans to acquire controlling stake in Xipu Materials and 40% stake in Beid Pharmaceutical through issuance of shares and/or cash payment, while also raising matching funds [1] Performance Disclosure - Tianbang Foods reported a decrease in sales revenue from commodity pigs by 9.43% in August 2025, with sales of 529,700 pigs generating revenue of 621 million yuan, and an average selling price of 15.02 yuan/kg, reflecting changes of -1.32%, -9.43%, and -7.22% respectively [2] - Shennong Group's pig sales in August 2025 decreased by 4.26% year-on-year, selling 166,400 pigs (including 155,600 commodity pigs and 5,100 piglets) with revenue of 285 million yuan, and a 5.84% decrease in average selling price [3] Shareholding Changes - Suzhou Bank's board members and senior management plan to collectively increase their holdings by no less than 4.2 million yuan in the bank's A-shares, including the chairman and CEO [4] - KJ Intelligent announced that shareholder SF Investment plans to reduce its stake by up to 3%, with a maximum of 180,850 shares through centralized bidding and 361,700 shares through block trading [5] - Zhuoyi Information's controlling shareholder and chairman plans to reduce his stake by up to 3%, equating to 363,430 shares through centralized bidding and block trading [6] Risk Matters - Baoxin Technology confirmed that there are no undisclosed significant matters affecting its stock trading, and the company's operations remain normal without major changes in the internal and external business environment [7] - ST Pava reported that board member Zhang Bao has been arrested for suspected embezzlement, following an investigation by law enforcement [8]

Mergers and Acquisitions - Sunflower is planning to acquire controlling stakes in Xi Pu Materials and 40% of Bei De Pharmaceutical through share issuance and/or cash payment, while also raising supporting funds [1] Performance Disclosure - Tianbang Foods reported a decrease in sales revenue from commodity pigs by 9.43% in August 2025, with sales of 529,700 pigs generating revenue of 621 million yuan, and an average selling price of 15.02 yuan per kilogram [2] - Shennong Group's pig sales in August 2025 decreased by 4.26% year-on-year, selling 166,400 pigs (including 155,600 commodity pigs) and generating revenue of 285 million yuan, with a 5.84% decrease in average selling price [3] Shareholding Changes - Suzhou Bank's board members and senior management plan to collectively increase their holdings by no less than 4.2 million yuan [4] - KJ Intelligent announced that shareholder SF Investment plans to reduce its stake by up to 3%, with a maximum of 180,850 shares through centralized bidding and 361,700 shares through block trading [5] - Zhuoyi Information's controlling shareholder and chairman plans to reduce his stake by up to 3%, equating to 363,430 shares [6] Risk Matters - Baoxin Technology confirmed that there are no undisclosed significant matters affecting its stock trading, and its operational situation remains normal [7] - ST Pava reported that board member Zhang Bao has been arrested for suspected embezzlement, following an investigation by law enforcement [8]

Group 1 - Company Xiangrikui is planning to acquire controlling stakes in Xipu Materials and 40% of Beid Pharmaceutical, leading to a stock suspension [3] - Company Nanchin Technology intends to issue convertible bonds to raise no more than 1.933 billion yuan for research and industrialization of power management chips in the smart computing sector [2] - Company ST Pawa has received a notice of investigation from the China Securities Regulatory Commission [4] Group 2 - Company Junshi Biosciences has achieved the primary research endpoint in a Phase III clinical study for its anti-IL-17A monoclonal antibody treatment for moderate to severe plaque psoriasis [4] - Company Gansu Energy's Changle Company has officially put into commercial operation the 5th unit of its 2×1000 MW coal-fired unit expansion project [4] - Company Jidian has received 913 million yuan in renewable energy subsidy funds from the state for August [4]

人民财讯9月7日电，宝馨科技（002514）9月7日晚间发布股票交易异常波动公告称，公司未发现近期公 共传媒报道了可能或已经对本公司股票交易价格产生较大影响的未公开重大信息；近期公司经营情况正 常，内外部经营环境未发生重大变化；公司及公司控股股东、实际控制人不存在关于公司的应披露而未 披露的重大事项，或处于筹划阶段的重大事项。 ...

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、股票交易异常波动的情况介绍 证券代码：002514 证券简称：宝馨科技 公告编号：2025-089 江苏宝馨科技股份有限公司 股票交易异常波动公告 江苏宝馨科技股份有限公司（以下简称"公司"或"本公司"）股票交易价 格连续三个交易日（2025 年 9 月 3 日、2025 年 9 月 4 日、2025 年 9 月 5 日）收 盘价格涨幅偏离值累计超过 20%，根据《深圳证券交易所交易规则》等有关规定， 公司股票交易属于异常波动的情况。 本公司董事会确认，本公司目前没有任何根据《深圳证券交易所股票上市规 二、公司关注、核实情况 针对公司股票交易异常波动，公司董事会对公司、公司控股股东和实际控制 人就相关事项进行了核实，有关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司未发现近期公共传媒报道了可能或已经对本公司股票交易价格产生 较大影响的未公开重大信息； 3、近期公司经营情况正常，内外部经营环境未发生重大变化； 4、公司及公司控股股东、实际控制人不存在关于公司的应披露而未披露的 重大事 ...