Investment Rating - The report maintains a "Recommended" investment rating for the humanoid robot industry, indicating that the industry index is expected to outperform the benchmark index by more than 10% [29]. Core Insights - The humanoid robot concept index increased by 2.82% from May 6 to May 9, 2025, outperforming the CSI 300 index by 0.82 percentage points. Year-to-date, the humanoid robot index has risen by 38.21%, surpassing the CSI 300 index by 37.53 percentage points [2][11]. - Key companies in the humanoid robot sector are actively developing new technologies and products, with significant investments and collaborations being reported [3][4][22]. Weekly Market Review - The humanoid robot index saw a weekly increase of 2.82%, with notable performers including AVIC Chengfei, which had the highest weekly gain of 35.97%, while Xianglou New Materials experienced the largest decline at -8.77% [15][11]. - The report highlights the rapid growth and interest in the humanoid robot sector, driven by technological advancements and increased market demand [5][3]. Weekly Hotspots Review Policy Developments - The Beijing humanoid robot open-source community was launched in April 2025, aimed at fostering global collaboration among developers [3][18]. - The city of Foshan is accelerating the development of its humanoid robot industry with a comprehensive action plan for 2025-2030, including a significant investment in a multimodal robot training facility [3][18]. Product Technology Iteration - The deployment of the "Kua Fu humanoid robot" in Mianyang, Sichuan, as a traffic guide demonstrates the practical application of humanoid robots in urban settings [19]. - The 2025 World Robot Expo is set to showcase nearly 50 leading humanoid robot companies, indicating a growing interest in the sector [19][20]. Investment and Financing - IndustrialNext, a company focused on embodied intelligence, completed a multi-million dollar Series A funding round led by Khosla Ventures, highlighting the investment interest in the humanoid robot space [21][3]. - Several companies, including New Era and Zhonglian Heavy Industry, are advancing their humanoid robot projects, with plans for product launches and technology development [22][24]. Key Company Announcements - New Era plans to launch its embodied intelligence/humanoid robot by the end of 2025, while Zhonglian Heavy Industry is accelerating its humanoid robot business development [22][24]. - Far East Cable has successfully applied its cables in the production of humanoid robots, showcasing the integration of components in the industry [24].

Group 1: Company Overview and Core Competencies - New Times Dahua Electric was established in 1995, focusing on algorithms and software, leading to deep expertise in control technology, which is crucial for the transformation of the manufacturing industry [1] - The company has six specialized subsidiaries, two of which are recognized as national-level specialized and innovative enterprises [1] Group 2: Semiconductor Robotics - The company has developed a fully autonomous semiconductor robot that integrates control, drive, and hardware/software, with a product matrix covering eight series for various semiconductor processes [2] - These products are capable of replacing imported equipment and are already in mass production for various types of chips, including simulation, power, sensor, and LED chips [2] Group 3: Control Technology Features - Since 2015, the company has integrated servo drive and control into a "drive-control integration" technology, enhancing system reliability and efficiency [3] - The control architecture employs a "multi-core heterogeneous" approach, allowing different cores to run various operating systems, optimizing real-time performance [3] - The company possesses a self-controlled real-time operating system, ensuring rapid processing of external events and coordination of real-time tasks [3] Group 4: Developments in Robotics - The company is conducting in-depth research on embodied intelligent and humanoid robots, with plans to launch such robots by the end of 2025 [4] Group 5: Collaboration with Haier - The transaction with Haier Group has not yet been finalized, but post-acquisition, both parties aim to enhance collaboration to improve asset management efficiency and capture emerging market opportunities [5][6] - The partnership will leverage Haier's industrial internet platform to strengthen the synergy in the industrial automation supply chain, enhancing the company's competitive edge and profitability [6]

| 601688 | 华泰证 | 5 | 2.08 | 6.01 | 1.76 | | --- | --- | --- | --- | --- | --- | | | 券 | | | | | | 603005 | 晶方科 | 5 | 1.94 | 5.46 | 9.07 | | | 技 | | | | | | 000933 | 神火股 | 7 | 1.91 | 6.53 | 4.81 | | | 份 | | | | | | 300657 | 弘信电 | 5 | 1.79 | 4.55 | 11.37 | | | 子 | | | | | | 688158 | 优刻得 | 5 | 1.78 | 5.36 | 13.31 | | 000630 | 铜陵有 | 5 | 1.71 | 8.40 | 1.58 | | | 色 | | | | | | 300382 | 斯莱克 | 5 | 1.62 | 8.36 | 24.17 | | 688208 | 道通科 | 5 | 1.50 | 5.56 | 14.00 | | | 技 | | | | | | 002558 | 巨人网 | 5 | 1.37 | 5.25 | 11. ...

上海新时达电气股份有限公司 关于2023年股票期权激励计划部分股票期权注销完成的公告 证券代码：002527 证券简称：新时达 公告编号：临2025-042 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。 上海新时达电气股份有限公司董事会 2025年5月7日 上海新时达电气股份有限公司（以下简称"公司"）于2025年4月25日召开第六 届董事会第十三次会议和第六届监事会第九次会议，会议审议通过了《关于2023年 股票期权激励计划第二个行权期行权条件未成就及注销部分股票期权的议案》。公 司本次注销激励对象已获授但尚未行权的股票期权共449.994万份，约占公司目前 总股本的0.68%。具体内容详见公司于2025年4月26日在《证券时报》《中国证券报》 《上海证券报》《证券日报》和巨潮资讯网（http://www.cninfo.com.cn）披露的 《关于2023年股票期权激励计划第二个行权期行权条件未成就及注销部分股票期 权的公告》（公告编号：临2025-035）。 经中国证券登记结算有限责任公司深圳分公司审核确认，公司上述部分股票期 权注销事宜已于2025年5 ...

5月6日，A股市场全面回暖，机器人主题持续强势！机器人ETF基金（159213）上市后高歌猛进，当前 涨超2%，冲击上市两长阳！ | 分时 多日 1分 5分 15分 30分 60分 # | 综合屏 F9 前复权 超级叠加 画线 工具 (2 > | 159213 | 机器人ETF基金 | 429513250037 FLEET FOR SOSS/02106 KS 1023 幅51336(01055) H 1033 型 1022 使 1035 (81000 番 中 | 1.053 | +0.022 +2.13% | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025/04/30-2025/05/06(2日)▼ | SZSE CNY 13:59:39 交易中 | 788 | 1.060 | 净值走势 | 汇添富中证机器人ETF | | | | | 1.055 | 总量 | 53.45万 换手 | 26.43% | | | | | | | 20 量比 | 1.040 | 测手 | 0.53 | 外盘 | 30.86万 内盘 | 22.59 ...

Core Viewpoint - The company reported a slight decline in total revenue for 2024 but showed significant improvement in net profit loss, indicating progress in cost control and business optimization [1] Revenue and Profit Summary - Total revenue for 2024 was 3.357 billion yuan, a year-on-year decrease of 0.89% [1] - Net profit attributable to shareholders was -288 million yuan, an improvement of 24% compared to -379 million yuan in 2023 [1] - Non-recurring net profit was -339 million yuan, a reduction in loss of 35.39% year-on-year [1] Business Segment Analysis Elevator Control Business - The company ranks second globally in the elevator control market and continues to innovate with new products like the STO contactless control cabinet and upgraded elevator cloud solutions [4] - Challenges include limited market growth due to saturation and issues related to data security and customer trust in the promotion of elevator cloud systems [4] Robotics Business - The robotics segment has seen significant advancements, achieving 100% self-supply in key technologies and launching the fourth generation of robot control cabinets [4][5] - The company has made breakthroughs in joint robots for welding applications and introduced SCARA robots, filling industry gaps [5][6] - Despite strong performance, competition in the high-end market remains intense, necessitating ongoing innovation and market expansion [6] Control and Drive Business - The control and drive segment features advanced technologies in multi-axis synchronization and platform control, with new products like the SC50 intelligent motion controller enhancing delivery efficiency [7] - The company has also made strides in high-power variable frequency drives for various industries, achieving breakthroughs in complex applications [7] - Market demand in this sector is volatile, requiring the company to expand application scenarios and improve product competitiveness [7] Overall Assessment - The company has made notable progress in reducing net profit loss through technological innovation and market expansion, particularly in the robotics sector [8] - However, challenges such as intensified market competition and limited growth opportunities remain, necessitating continued focus on innovation and market development to enhance profitability and market position [8]

Group 1 - The company reported a slight decline in revenue for 2024, achieving 3.357 billion yuan, a year-on-year decrease of 0.89%, while net profit attributable to shareholders was -288 million yuan, an increase of 24% year-on-year [1] - In the field of robotics, the company successfully completed the transition to the fourth generation of robot control cabinets, which feature integrated design, reduced size, improved performance, and lower material costs [1] - The company made significant progress in joint robots, particularly in welding applications, optimizing performance in rigidity, precision, and speed, and introducing a "dual-machine collaboration" function for complex welding processes [1] Group 2 - The SCARA robot business showed strong performance, with the company launching leading 10-20kg lifting and wall-mounted SCARA robots, as well as a column-type SCARA robot, filling product gaps in the industry [2] - The semiconductor robot business emerged as a new growth point, with the company developing a comprehensive product matrix for semiconductor wafer transfer robots, achieving full domestic equipment replacement [2] - The company is actively researching and developing humanoid robots, with plans to launch a humanoid robot by 2025, although no confirmed revenue-generating orders have been established yet [2] Group 3 - The company introduced the new SC50 intelligent motion controller, which received recognition for its high integration design and improved customer experience [3] - In the servo drive product sector, the company launched a direct drive servo driver with segmented force control for semiconductor sorting machines, enhancing equipment stability and performance [3] - Established in 1995, the company has expanded its control technology expertise from elevator control systems to robotics and industrial control, with three main business segments: elevator control products, robotics, and control and drive products [3]

上海新时达电气股份有限公司（以下简称"公司"）严格按照会计准则、法律法规要求 进行财务核算，2024 年度财务报表已经上会会计师事务所（特殊普通合伙）审计，并出具了 标准无保留意见的审计报告。现将 2024 年度财务决算报告情况汇报如下： 上海新时达电气股份有限公司 2024 年度财务决算报告 | 财务指标 | 2024 年 | 2023 年 | 同比增减 | | --- | --- | --- | --- | | 营业收入（万元） | 335,739.87 | 338,745.31 | -0.89% | | 综合毛利率（%） | 17.45% | 16.97% | 0.48% | | 营业利润（万元） | -27,592.99 | -37,761.57 | 26.93% | | 净利润（万元） | -28,804.99 | -37,889.94 | 23.98% | | 归属于母公司所有者的净利润（万元） | -28,807.98 | -37,903.39 | 24.00% | | 归属于母公司所有者的扣除非经常性损益的净利润（万元） | -33,919.20 | -52,498.29 | 35.39% | ...

上海新时达电气股份有限公司 上会会计师事务所（特殊普通合伙）（以下简称"上会"）是经财政部和中国 证券监督管理委员会批准，具有证券、期货相关业务资格的会计师事务所。上会 具备足够的独立性、专业胜任能力和投资者保护能力，具有多年为上市公司提供 审计服务的经验和专业能力。 截至 2024 年 12 月 31 日，上会合伙人 112 人，注册会计师 553 人，其中： 签署过证券服务业务审计报告的注册会计师 185 人。2024 年度经审计的收入总 额 6.83 亿元，审计业务收入 4.79 亿元，证券业务收入 2.04 亿元。2024 年上市 公司审计客户 72 家，审计收费总额 0.81 亿元。上会会计师事务所（特殊普通合 伙）根据有关规定投保注册会计师职业责任保险，累计赔偿限额 10,000 万元， 近三年不存在因执业行为在相关民事诉讼中承担民事责任的情况。 （二）聘任会计师事务所履行的程序 因立信中联会计师事务所（特殊普通合伙）（以下简称"立信中联"）已经连 续 5 年为公司提供审计服务，为确保公司审计工作的独立性与客观性，经综合考 虑公司业务发展和未来审计的需要，根据《国有企业、上市公司选聘会计师事务 所 ...

上海新时达电气股份有限公司 2024 年度监事会工作报告 2024 年度，上海新时达电气股份有限公司（以下简称"公司"）监事会按照 《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人民共和国证券 法》（以下简称"《证券法》"）等法律法规以及《上海新时达电气股份有限公司 章程》（以下简称"《公司章程》"）、《上海新时达电气股份有限公司监事会议 事规则》（以下简称"《监事会议事规则》"）等规章制度的有关规定和要求，本着 对全体股东负责的态度，认真履行相关职责。全体监事依法独立行使职权，促进了 公司的规范运作，维护了公司、全体股东以及员工的合法权益，对公司重大经营活 动进行了有效监督，对公司财务情况进行了认真检查，确保公司能够健康、持续、 稳定发展。 一、报告期内监事会工作概况 2024 年，公司监事会共召开 3 次会议，审议通过了 17 项议案，具体如下。 | 召开届次 | 召开日期 | 议案内容 1、《2023 年度监事会工作报告》 | | --- | --- | --- | | | 2024-04-25 | | | | | 2、《<2023 年年度报告>全文及其摘要》 | | | | 3、《2023 ...