据证券时报统计，机器人概念股年内股价平均上涨27.34%，中大力德、山河智能的股价涨幅居前，年 内分别上涨191.4%和129.51%。 目前机器人概念股中，有28股发布上半年业绩预告或快报，综合预估下限和快报数据来看，业绩同比增 长的概念股有14只。巨星科技的净利润规模最高，公司业绩略增，预测净利润约12.53亿元至13.73亿 元，同比增长5%至15%。 科沃斯的净利润规模次之，公司预计净利润约9.6亿元至9.9亿元，同比增长57.64%至62.57%。上半年， 公司通过创新产品组合、多价格带布局及线上线下并重等举措，实现国内外业务的持续稳步增长，带动 公司收入预计同比增长约25%。2025年二季度，公司收入预计同比增长近40%。 远大智能、海得控制、天奇股份、爱仕达等7股上半年业绩预计扭亏。东方精工的净利润预计呈翻倍增 长，公司预计上半年净利润约3.61亿元至4.26亿元，同比增长120%至160%。 ...

Core Insights - The stock price of Dongfang Precision Engineering on July 31 was 14.10 yuan, down 1.88% from the previous trading day, with a trading volume of 1.0486 million hands and a transaction amount of 1.489 billion yuan [1] - The company focuses on the research, production, and sales of intelligent packaging equipment and automated production lines, serving industries such as food and beverage, pharmaceuticals, daily chemicals, and electronics [1] - In the first quarter of 2025, the company implemented a cash dividend of 158 million yuan, accounting for 57% of the net profit attributable to shareholders [1] - The company has indicated a strategic focus on "artificial intelligence + robotics" and "controlled nuclear fusion key structural materials + nuclear power equipment" in line with national development strategies [1] - Dongfang Precision Engineering increased its stake in Aerospace New Power to 19.89% in 2025, continuing to deepen its strategic investment layout [1] Financial Data - On July 31, the net outflow of main funds for Dongfang Precision Engineering was 84.2393 million yuan, representing 0.6% of its circulating market value [2]

Group 1 - The company is focusing on strategic investments in "Artificial Intelligence + Robotics" and "Controlled Nuclear Fusion Key Structural Materials + Nuclear Power Equipment," which are areas with significant technological barriers and national strategic value [1] - The company aims to deepen its strategic layout and practice "strategic investment + industrial collaboration" to achieve win-win cooperation in the industrial chain [1] - In 2021, the company made its first equity investment in Aerospace New Power, acquiring a 3.86% stake, and increased its stake to 19.89% in 2025 [1]

Group 1 - The core viewpoint of the article highlights that Dongfang Precision (东方精工) is upgrading its business model in 2024 to a comprehensive capability that includes "platform/software products" along with "platform + software customization + services + consulting" [1] - Dongfang Precision's subsidiary, Dongfang Hezhi, is providing products and services that cover intelligent production lines, integrated production operations, and intelligent business decision-making for large packaging industry clients [1] - The company has launched self-developed customized products such as "InterLink," "Micro Mes," and "Equipment After-Sales Service Management System," which can be integrated into new machine sales or sold independently to support upgrades of existing equipment [1]

Core Viewpoint - Dongfang Precision (002611) focuses on high-end intelligent equipment manufacturing, with its main business covering intelligent packaging equipment and water power equipment sectors [1] Group 1: Business Overview - The company has a comprehensive layout in the intelligent packaging equipment sector, forming a multi-segment business system that includes corrugated cardboard production lines, core components for corrugated lines, carton printing and packaging lines, and digital printing equipment [1] - Dongfang Precision provides highly intelligent and reliable packaging equipment for customers in the paper packaging industry [1] Group 2: Market Insights - The price changes of corrugated paper are not directly related to the company's business operations [1]

Group 1 - The core viewpoint of the news highlights the financial performance and stock market activity of Dongfang Precision (东方精工), indicating a slight decline in stock price and significant growth in net profit [1] - As of July 29, 2025, Dongfang Precision's stock closed at 13.85 yuan, down 0.36%, with a turnover rate of 10.12% and a trading volume of 1.0137 million hands, amounting to a transaction value of 1.409 billion yuan [1] - The latest quarterly report shows total revenue of 989 million yuan, a year-on-year increase of 5.73%, and a net profit attributable to shareholders of 276 million yuan, reflecting a substantial year-on-year growth of 517.55% [1] Group 2 - The company has a current liquidity ratio of 2.268, a quick ratio of 1.758, and a debt-to-asset ratio of 31.87%, indicating a strong financial position [1] - Dongfang Precision has made investments in 23 companies and participated in 13 bidding projects, showcasing its active engagement in business expansion [2] - The company holds 27 trademark registrations and 289 patents, along with 29 administrative licenses, reflecting its commitment to innovation and compliance [2]

东方精工（002611.SZ）7月29日在投资者互动平台表示，尊敬的投资者，您好！东方精工持有乐聚机器 人股权的比例为2.83%。有关乐聚机器人资本运作的信息，请以乐聚机器人官方发布的信息为准。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问，乐聚机器人属于贵公司的子公司吗？这个公司 是否已上市？ ...

重大利好消息来袭！ A股市场今年首个10倍涨幅的个股已经诞生，它就是被市场猜测可能成为智元机器人借壳对象的上纬新 材。 自7月9日智元机器人公布战略收购计划后，上纬新材的股价在短短14个交易日内就飙升了10倍，这一表 现无疑点燃了市场对人形机器人借壳上市概念的热情。 可以预见，人形机器人借壳上市这一投资主线，将催生更多的10倍涨幅神话！ 在这波热潮中，有一家备受瞩目的具身智能领域黑马企业，它正吸引着众多行业专家和投资者的目光， 极有可能成为下一个借壳上市的人形机器人行业领军者，继续书写资本市场的传奇篇章。 这家企业，就是乐聚机器人。 如果你错过了上纬新材的飙涨，那么这家与乐聚机器人关系紧密、潜力无限的个股，绝对不容错过。它 不仅直接参与了乐聚机器人的D轮融资，还与乐聚达成了全产业链的战略合作。 那么，为何说乐聚机器人有望成为继智元之后，下一个借壳上市的人形机器人巨头呢？ 答案在于乐聚在行业内的卓越地位和技术实力。作为国家人形机器人产业化的重要推动者，乐聚在机器 人技术方面取得了显著突破。其研发的模块化关节技术，显著提升了机器人的动作灵活性和精准度；而 全身动量控制算法则能动态调整机器人动作，确保其在各种环境下 ...

（文章来源：证券日报） 证券日报网讯东方精工7月29日在互动平台回答投资者提问时表示，公司间接持有四川腾盾科创股份有 限公司0.3026%的股权。有关腾盾科创产品和技术的信息，请以腾盾科创官方发布的信息为准。 ...

Group 1 - The core focus of the company is on high-end intelligent equipment manufacturing, with main business areas covering intelligent packaging equipment and water propulsion equipment [1] - The company confirmed that its products and business do not involve the Yaxia Hydropower Station water conservancy project [1]