Group 1 - The three major indices opened lower on December 30, indicating a bearish market sentiment [1] - The Robot ETF (562360) rose by 0.47%, with significant gains from constituent stocks such as New Times Data, which increased by over 9% [1] - The Robot ETF tracks the CSI Robot Index, which includes stocks from system solution providers, digital workshop and production line integrators, automation equipment manufacturers, and related companies [1] Group 2 - A local regulation promoting the development of embodied intelligent robotics was passed in Hangzhou, marking a significant legislative step in the industry [1] - The regulation is expected to stabilize expectations and benefit long-term development, providing a reference for similar local legislations [1] - Guojin Securities predicts that the humanoid robotics industry will enter a concentrated delivery phase by 2026, emphasizing the importance of stable mass production to reduce costs and maintain order demand [1] - Huajin Securities notes that the increase in new humanoid robot product launches and growing order volumes will accelerate the commercialization of humanoid robots [1]

【市场复盘】 上周五 （12月26日），科创人工智能ETF华夏（589010） 上涨0.66%，全天维持红盘震荡态势，盘中多 头情绪积极。持仓股方面呈现普涨格局，芯原股份领涨超5%，云天励飞-U、寒武纪-U等核心标的联袂 大涨超4%，有效提振了板块人气。流动性方面，全天成交额突破8400万元，显示出资金对人工智能赛 道长期价值的认可，在震荡市场中依旧保持了较高的活跃度。机器人ETF（562500）上涨0.81%，全天 走出探底回升的坚韧走势，日内均线支撑强劲。持仓股方面掀起"涨停风暴"，瑞松科技、步科股份联袂 斩获20%涨停板，昊志机电飙涨超15%，丰立智能、云天励飞、禾川科技等个股涨幅均超4%，板块赚钱 效应显著。流动性方面，全天成交额突破15.52亿元，资金交投活跃。 3. 格力博今日在投资者互动平台表示，公司2022年变更营业执照，经营范围增加"智能机器人销售、服 务消费机器人制造"等内容，是基于对人形机器人领域的长期关注与布局储备，与智元的合作仍聚焦技 术探索与场景验证。对于新品的研发和投放以及与相关机器人公司的合作，公司坚持"以商业价值为核 心"的原则，"成熟一代、推广一代"，待技术成熟度与盈利模式 ...

Core Viewpoint - The company, Shanghai Xinshi Electric Co., Ltd., has shown significant financial performance with a notable increase in revenue and net profit, alongside active trading in its stock, indicating potential investment interest. Group 1: Financial Performance - For the period from January to September 2025, the company achieved a revenue of 2.654 billion yuan, representing a year-on-year growth of 17.20% [2] - The net profit attributable to shareholders reached 4.3462 million yuan, marking a substantial increase of 110.26% compared to the previous year [2] Group 2: Stock Trading Activity - On December 29, the company's stock price increased by 1.63%, with a trading volume of 453 million yuan [1] - The financing buy-in amount for the company on the same day was 50.8598 million yuan, while the financing repayment was 27.3827 million yuan, resulting in a net financing buy-in of 23.4771 million yuan [1] - As of December 29, the total financing and securities lending balance was 494 million yuan, which accounts for 4.78% of the circulating market value, indicating a high level of financing activity [1] Group 3: Shareholder Information - As of December 19, the number of shareholders for the company was 47,600, a decrease of 0.75% from the previous period [2] - The average circulating shares per person increased by 0.75% to 11,109 shares [2] - The company has cumulatively distributed 479 million yuan in dividends since its A-share listing, with no dividends distributed in the past three years [3]

Market Review - The Huaxia Sci-Tech AI ETF (589010) rose by 0.66% on December 26, maintaining a positive trading sentiment with a total trading volume exceeding 84 million yuan, indicating strong long-term value recognition in the AI sector [1] - The Robot ETF (562500) increased by 0.81%, showing resilience with a strong support from moving averages, and the total trading volume surpassed 1.552 billion yuan, reflecting active capital trading [1] Key Developments - Huawei's wholly-owned Dongguan Jimu Robotics Co., Ltd. increased its registered capital from 3.89 billion yuan to 4.6891 billion yuan, a growth of approximately 20.54%, focusing on humanoid robot technology research and manufacturing [2] - New Times Data (002527) launched the SYNDA R1, a wheeled industrial-grade embodied intelligent robot designed for industrial applications, with specifications including a height of 178 cm and a single-arm load capacity of 3/5/12 kg [2] - Greebo (301260) announced an expansion of its business scope to include "sales of intelligent robots and manufacturing of consumer robots," emphasizing a long-term focus on humanoid robots and a principle of "mature one generation, promote one generation" for product development [3] Institutional Insights - Huaxi Securities (002926) highlighted that breakthroughs in AI large models are pushing robots into a new stage of embodied intelligence, with companies that have clear application scenarios expected to benefit significantly from accelerated industrialization [4] Popular ETFs - The Robot ETF (562500) is noted as the only ETF in the market with a scale exceeding 20 billion yuan, providing the best liquidity and comprehensive coverage of the Chinese robotics industry [5] - The Huaxia Sci-Tech AI ETF (589010) is characterized as the "brain" of robotics, capturing the "singularity moment" in the AI industry with a 20% fluctuation range and small to mid-cap elasticity [5]

Group 1 - The article discusses the upcoming release of a new industrial-grade embodied intelligent robot by a company named 新时达, emphasizing its understanding of industrial needs [1][2] - The focus is on how this new robot will address specific requirements in the industrial sector, suggesting a tailored approach to robotics in manufacturing and automation [1] - The article hints at a significant event on December 29, where the new product will be unveiled, indicating a strategic move in the robotics market [2] Group 2 - The article lists various companies involved in different segments of the robotics industry, including industrial robots, service robots, medical robots, humanoid robots, and core components [6][8][9][10][11][12] - It highlights the diversity within the robotics sector, showcasing a range of companies from automation to healthcare, indicating a broad market landscape [6][8][9][10][11][12] - The mention of a community platform for discussions on robotics suggests an active engagement in knowledge sharing and collaboration within the industry [13]

Core Viewpoint - The stock of Shanghai Xinda Electric Co., Ltd. has experienced fluctuations, with a year-to-date increase of 71.18% but a recent decline in the last 20 and 60 days, indicating potential volatility in investor sentiment and market performance [1][2]. Company Overview - Shanghai Xinda Electric Co., Ltd. was established on March 10, 1995, and listed on December 24, 2010. The company specializes in the research, development, manufacturing, and sales of industrial automation control products, including elevator control and drive products, IoT solutions, energy-saving products, and robotics [2]. - The revenue composition of the company includes: General control and drive products and systems (53.91%), Robotics products and systems (19.35%), Elevator control products and systems (18.30%), and Other products (8.44%) [2]. - The company is categorized under the machinery equipment sector, specifically in specialized equipment for building facilities, and is associated with concepts such as digital twins, JD.com, smart logistics, express delivery, and machine vision [2]. Financial Performance - For the period from January to September 2025, the company achieved a revenue of 2.654 billion yuan, representing a year-on-year growth of 17.20%. The net profit attributable to shareholders was 4.3462 million yuan, showing a significant increase of 110.26% [2]. - Since its A-share listing, the company has distributed a total of 479 million yuan in dividends, with no dividends paid in the last three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders increased to 48,000, with an average of 11,026 circulating shares per person, a decrease of 1.85% from the previous period [2]. - Among the top ten circulating shareholders, Penghua Carbon Neutral Theme Mixed A (016530) holds 14.3631 million shares, an increase of 5.8973 million shares from the previous period, while Huaxia CSI Robotics ETF (562500) holds 12.7796 million shares, an increase of 2.3863 million shares [3].

Group 1 - The company, Shanghai New Times Electric Co., Ltd., and its subsidiaries have recently received invention patent certificates for several technologies, including a weakly supervised text pedestrian retrieval method and a data augmentation method based on learnable data [1] Group 2 - The new energy heavy truck industry has experienced a significant surge in sales, with November sales increasing by 178% year-on-year, indicating a strong demand that has led to customers directly urging manufacturers for orders [1]

格隆汇12月22日丨新时达(002527.SZ)公布，公司及子公司于近期收到5项发明专利证书。 | 专利号 | 专利名称 | 类型 | 申请日期 授权公告日 证书号 专利权人 期 | 有效 | | | --- | --- | --- | --- | --- | --- | | | 神类级别对 比学习的弱监 | | | | 山东大学、上海新 | | ZL202311204550.0 | | 发明 | 2023/09/19 2023/12/01 20年 第 6529040 号 时达电气股份有限 | | | | | 督文本行人檢 | | 公司 | | | | | 案方法及系统 | | | | | | | 一种基于可学 | | | | 山东大学、上海新 | | ZL202211121663. X | 习数据增强的 | 发明 | 2022/09/15 2025/08/12 20 年 第 8152425 号 时达电气股份有限 | | | | | 小规模数据集 | | 公司 | | | | | 扩增方法 | | | | | | ZL202210217549.0 | 一种物流系统 | 发明 | 2022/03/07 2025 ...

| 专利号 | 专利名称 | 类型 | 申请日期 授权公告日 证书号 专利权人 期 | 有效 | | | --- | --- | --- | --- | --- | --- | | | 神类级别对 比学习的弱监 | | | | 山东大学、上海新 | | ZL202311204550.0 | | 发明 | 2023/09/19 2023/12/01 20年 第 6529040 号 时达电气股份有限 | | | | | 督文本行人檢 | | 公司 | | | | | 案方法及系统 | | | | | | | 一种基于可学 | | | | 山东大学、上海新 | | ZL202211121663. X | 习数据增强的 | 发明 | 2022/09/15 2025/08/12 20 年 第 8152425 号 时达电气股份有限 | | | | | 小规模数据集 | | 公司 | | | | | 扩增方法 | | | | | | ZL202210217549.0 | 一种物流系统 | 发明 | 2022/03/07 2025/11/28 20 年 第 8522363 号 | | 上海辛格林纳新时 | | | 模拟测试平 ...

Core Viewpoint - The company, New Times Technology (002527), has recently received multiple invention patents related to its main business areas, indicating a strong focus on innovation and technological advancement in various fields [1] Group 1: Patent Acquisition - The patents cover several key areas including image processing, computer vision, logistics system simulation testing technology, industrial robotics technology, and elevator technology [1] - These patents are directly related to the company's core business, suggesting potential for enhanced product offerings and competitive advantage in the market [1]