证券代码：002527 证券简称：新时达 公告编号：临2025-043 上海新时达电气股份有限公司 公司董事王春祥先生、副总经理蔡亮先生保证向本公司提供的信息内容真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 股，占公司总股本的 1.25%。 遇法律法规规定的窗口期等禁止减持的期间则不减持。 一致。 第 18 号——股东及董事、高级管理人员减持股份》第五条至第九条规定的情形。 二、本次减持计划的主要内容 司实施权益分派送转的股份等。 超过 1,000,000 股，占公司总股本比例 0.15%。蔡亮先生计划减持其持有的公司 股票数量不超过 1,000,000 股，占公司总股本比例 0.15%。若减持期间公司发生 送股、资本公积转增股本等股份变动事项，将保持减持比例不变，减持数量进行 相应调整。 股份 14,027,953 股（占本公司总股本比例 2.12%）的公司董事王春祥先生计划 在本公告披露之日起 15 个交易日后的 3 个月内以集中竞价交易或大宗交易方式 减持本公司股份合计不超过 1,000,000 股（占本公司总股 ...

证券代码：002527 证券简称：新时达 公告编号：临2025-043 上海新时达电气股份有限公司 关于董事、高级管理人员减持股份的预披露公告 公司董事王春祥先生、副总经理蔡亮先生保证向本公司提供的信息内容真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 1、持有上海新时达电气股份有限公司（以下简称"公司"、"本公司"） 股份 14,027,953 股（占本公司总股本比例 2.12%）的公司董事王春祥先生计划 在本公告披露之日起 15 个交易日后的 3 个月内以集中竞价交易或大宗交易方式 减持本公司股份合计不超过 1,000,000 股（占本公司总股本比例 0.15%）。 2、持有公司股份 8,315,479 股（占本公司总股本比例 1.25%）的公司副总 经理蔡亮先生计划在本公告披露之日起 15 个交易日后的 3 个月内以集中竞价交 易或大宗交易方式减持本公司股份合计不超过 1,000,000 股（占本公司总股本比 例 0.15%）。 公司于近日收到公司董事王春祥先生、副总经理蔡亮先生的《股份减持计划 告知函》，现将有关 ...

新时达：两高管计划减持不超过200万股公司股份 智通财经5月14日电，新时达(002527.SZ)公告称，公司董事王春祥和副总经理蔡亮计划在公告披露之日 起15个交易日后的3个月内，以集中竞价交易或大宗交易方式减持公司股份合计不超过200万股，占公司 总股本比例0.3%。减持原因为个人资金需要，减持股份来源为公司首次公开发行前已发行的股份以及 公司实施权益分派送转的股份等。 ...

新时达（002527）公告，公司董事王春祥和副总经理蔡亮计划在公告披露之日起15个交易日后的3个月 内，通过集中竞价交易或大宗交易方式分别减持不超过100万股，各占公司总股本的0.15%。王春祥目 前持有公司2.12%股份，蔡亮持有1.25%股份，减持原因为个人资金需求。减持价格将根据市场价格确 定，且减持计划符合相关法律法规及此前承诺。 ...

Group 1: Company Overview - Shanghai New Times Dahua Electric Co., Ltd. is involved in the robotics industry, offering a range of products including multi-joint robots, SCARA robots, semiconductor robots, and special robots, applicable across various sectors such as 3C, semiconductor, automotive parts, and more [2] - The company is one of the few domestic manufacturers that entered the robot body market through its own controller, leveraging its proprietary control systems for high-speed and high-precision operations [2] Group 2: Product Details - The semiconductor robots developed by the company are fully autonomous and controllable, with a product matrix covering eight series and dozens of models, suitable for various semiconductor processes [2] - The company’s robots are designed to replace imported equipment, with successful applications in the production of simulation chips, power chips, sensor chips, and LED chips [2] Group 3: Competitive Advantages - The company’s robotics business is built on a deep understanding of motion control technology, with a history of product development dating back to 2008 [3] - Key components such as reducers, servo systems, and controllers are all supplied by the company, ensuring control technology is a core competitive advantage [3] Group 4: Future Plans - The company aims to enhance its elevator business through AI-driven digitalization, focusing on global customer strategies and expanding overseas market investments [3] - Collaboration with Haier Group is expected to enhance asset management efficiency and improve competitive capabilities in the industrial automation sector [3]

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 ...

Core Viewpoint - The A-share market is experiencing a significant rebound, particularly in the robotics sector, with the Robotics ETF (159213) showing strong performance and a notable increase in component stocks [1][2]. Group 1: Robotics Market Performance - The Robotics ETF (159213) has surged over 2% since its listing, with a trading volume of 534,500 and a turnover rate of 26.43% [1]. - The underlying index of the Robotics ETF has increased by 2.14%, with nearly all component stocks rising, including notable gains from companies like Xinjie Electric and Haimeixing [1]. Group 2: Positive Developments in Robotics - Recent advancements in AI technology, such as the release of DeepSeek-Prover-V2-671B and Alibaba's Qwen3 model, are expected to enhance robotics capabilities [2]. - The successful application of exoskeleton robots in Taishan Scenic Area demonstrates the practical benefits of robotics, including significant physical exertion savings for users [2]. - The eighth Digital China Construction Summit has signed 455 key digital economy projects with a total investment of 228 billion yuan, indicating strong governmental support for robotics and AI [2]. - Industrial robot production in cities like Hangzhou and Ningbo has seen growth rates of 62.7% and 63.2%, respectively, while service robot production in Suzhou has surged by 165% [2]. Group 3: Human-like Robots and Industry Growth - Human-like robots are viewed as a transformative product, with significant investments from leading companies accelerating the industrialization process [3][4]. - The human-like robot industry in China is projected to grow rapidly, reaching a market size of 3.91 billion yuan in 2023, with an annual growth rate of 85.7% [4]. - By 2026, the human-like robot market in China is expected to exceed 20 billion yuan, driven by increasing demand and technological advancements [4]. Group 4: Supply Chain and Component Demand - The demand for components such as precision screws and lightweight materials is anticipated to rise with the proliferation of human-like robots [5]. - The introduction of lightweight materials like PEEK is crucial for enhancing robot performance, with Tesla's Optimus-Gen2 robot demonstrating a weight reduction of 10 kg while improving speed [5]. - The market for planetary roller screws is expected to see significant growth, with projections indicating a potential increase in demand driven by human-like robot production [5][6]. Group 5: Investment Opportunities - The Robotics ETF (159213) provides investors with a comprehensive tool to access various segments of the robotics industry, including upstream hardware, midstream system integration, and downstream applications [7].