华特气体：3股东拟合计减持不超过2%公司股份 5月15日，华特气体（688268）发布公告称，公司股东厦门华弘多福投资合伙企业（有限合伙）、厦门 华和多福投资合伙企业（有限合伙）、厦门华进多福投资合伙企业（有限合伙）计划于2025年6月9日至 2025年9月8日期间，通过大宗交易方式减持公司股份，合计减持不超过240万股，占公司总股本的比例 不超过2%。 资料显示，华特气体成立于1999年2月，主营业务是特种气体的研发、生产及销售为核心，辅以普通工 业气体和相关气体设备与工程业务，提供气体一站式综合应用解决方案。 所属行业：电子–电子化学品Ⅱ–电子化学品Ⅲ 华统股份：4月份生猪销售收入3.75亿元 5月15日，华统股份（002840）发布公告称，公司4月生猪销售数量20.82万头（其中仔猪销售0头），环 比变动-8.74%，同比变动3.36%；销售收入3.75亿元，环比变动-4.28%，同比变动2.92%。4月份，商品 猪销售均价14.8元/公斤，与3月份持平。 资料显示，华统股份成立于2001年8月，主营业务是饲料加工、畜禽养殖、畜禽屠宰加工、肉制品深加 工。 所属行业：社会服务–体育Ⅱ–体育Ⅲ 宏景科技： ...

转自：证券日报网 重要公告： 中国石化：控股股东首次增持公司3.02亿股H股股份 盛和资源：子公司拟1.58亿澳元收购匹克公司 旗滨集团：终止购买控股子公司旗滨光能28.78%股权事项 宝丰能源：拟以10亿元至20亿元回购公司股份 宏景科技：签署5.63亿元智算项目服务合同 沪市重要公告 华特气体：股东拟合计减持不超过2%公司股份 华特气体（688268）公告，合计持有16.96%股份的公司股东厦门华弘多福投资合伙企业（有限合 伙）、厦门华和多福投资合伙企业（有限合伙）、厦门华进多福投资合伙企业（有限合伙）拟通过大宗 交易方式减持公司股份，合计减持不超过240万股，占公司总股本的比例不超过2%。 海正生材：股东拟减持不超1%公司股份 海正生材（688203）公告，因经营发展资金需求，持股7.74%的股东中国石化集团资本有限公司计 划通过集中竞价交易方式减持不超过202.68万股，占公司总股本比例不超过1%。上述股份减持价格按 减持实施时的市场价格确定。 中油工程：子公司中标115.38亿元海外项目 中油工程（600339）公告，近日，公司所属全资子公司工程建设有限公司收到道达尔能源发来的伊 拉克阿塔维油田气体 ...

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 ...

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].

Investment Rating - The report maintains a "Recommended" 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 [11][15]. - Key companies in the humanoid robot sector are actively developing new technologies and products, with significant investments and collaborations being reported [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% [11][15]. - The report highlights the rapid growth and interest in the humanoid robot sector, driven by technological advancements and increased investment [5]. Weekly Hotspots Review Policy Developments - The Beijing humanoid robot open-source community was launched in April 2025, aimed at fostering global developer collaboration and accelerating technological breakthroughs in the industry [18]. - The city of Foshan is advancing its "Action Plan for Accelerating the Development of the Intelligent Robot Industry (2025-2030)," with plans to invest 200 million yuan in establishing a comprehensive training facility for humanoid robots [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 feature nearly 50 leading companies, including Tesla, showcasing advancements in humanoid robotics [19]. Investment and Financing - IndustrialNext, a company focused on embodied intelligence, completed a multi-million dollar Series A funding round led by Khosla Ventures, indicating strong investor interest in the sector [21]. - Notable companies such as New Era and Zoomlion are accelerating their development of humanoid robots, with plans to launch new products by the end of 2025 [22][24]. Key Company Announcements - New Era plans to launch embodied intelligence/humanoid robots by the end of 2025, while Zoomlion is focusing on developing its humanoid robot business as part of its growth strategy [22][24]. - Far East Cable has successfully applied its cables in the production of UBTECH 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]

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 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]

4月25日晚，新时达（002527）（002527）发布2024年年报。报告显示，2024年公司实现营业收入33.57 亿元，同比微跌0.89%；实现归属于上市公司股东的净利润为-2.88亿元，同比增长24%。 2024年，新时达在电梯控制、机器人及控制与驱动产品领域多点开花，实现了技术创新与市场拓展的双 丰收。 其中，在机器人产品及系统业务方面，公司完成了第四代机器人控制柜的全面切换。新一代控制柜以集 成化设计，实现体积缩小、性能提升以及物料成本降低等多重优势，为工业机器人产品注入新动力 （300152）。在关节型机器人领域，公司聚焦细分行业，特别是在焊接方向取得显著进展。不仅优化了 焊接机器人本体的刚性、精度和速度等性能，还在钢构、汽车零部件行业推出"双机协同"功能，实现了 多项复杂焊接工艺的混合应用，进一步巩固了新时达在机器人焊接技术领域的领先地位。 SCARA机器人业务同样表现亮眼。众为兴作为国产机器人先驱，持续完善产品图谱，推出国内领先的 10-20kg级吊装式及壁挂式SCARA机器人，并创新性地推出立柱式SCARA机器人，填补了行业细分领 域的产品空白。同时，公司完成了洁净型SCARA机器人全系列 ...