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]

Group 1 - The millimeter-wave radar concept sector rose by 2.23%, ranking 9th among concept sectors, with 90 stocks increasing in value [1] - Notable gainers in the sector included ShuoBeide with a 20% limit up, Junya Technology also hitting the limit up, and other significant increases from Kexiang Co., Shengyi Technology, and Jingwang Electronics, which rose by 12.23%, 8.52%, and 8.37% respectively [1][2] - The sector experienced a net inflow of 1.781 billion yuan from main funds, with 57 stocks receiving net inflows, and 7 stocks exceeding 100 million yuan in net inflow, led by ShuoBeide with 833 million yuan [1][2] Group 2 - The top three stocks by net inflow ratio were ShuoBeide at 26.89%, Junya Technology at 16.49%, and Huali Chuantong at 13.21% [2][3] - The trading volume for ShuoBeide was significant, with a turnover rate of 39.04% and a main fund flow of approximately 832.71 million yuan [2] - Other stocks with notable performance included Huadian Technology and Dongfang Precision, with net inflows of 418.07 million yuan and 183.24 million yuan respectively [1][2]

Market Overview - The Shanghai Composite Index rose by 0.12% on July 28, with 15 out of the 28 sectors experiencing gains. The top-performing sectors were defense and military industry, and non-bank financials, with increases of 1.86% and 1.51% respectively. The machinery equipment sector saw a rise of 0.55%. Conversely, the coal and steel sectors faced declines of 2.60% and 1.41% respectively [1] Fund Flow Analysis - The main funds in the two markets experienced a net outflow of 18.575 billion yuan. Eight sectors saw net inflows, with the electronics sector leading at a net inflow of 3.655 billion yuan and a daily increase of 1.10%. The telecommunications sector followed with a net inflow of 2.848 billion yuan and a daily increase of 1.24% [1] - In contrast, 23 sectors experienced net outflows, with the computer sector leading at a net outflow of 6.892 billion yuan, followed by the non-ferrous metals sector with a net outflow of 3.254 billion yuan. Other sectors with significant outflows included machinery equipment, electric power equipment, and transportation [1] Machinery Equipment Sector Performance - The machinery equipment sector rose by 0.55% despite a net outflow of 2.095 billion yuan. Out of 530 stocks in this sector, 329 stocks increased, with 9 hitting the daily limit. Conversely, 182 stocks declined. A total of 183 stocks saw net inflows, with 6 stocks having inflows exceeding 100 million yuan. The top stock for net inflow was Shanhe Intelligent, with an inflow of 364 million yuan, followed by Shenkai Co. and Dongfang Precision, with inflows of 300 million yuan and 183 million yuan respectively [2] - The outflow list for the machinery equipment sector included 7 stocks with outflows exceeding 100 million yuan. The leading stock for outflow was Zhongtie Industrial, with a net outflow of 326 million yuan, followed by Tiejian Heavy Industry and Shanghai Mechanical, with outflows of 165 million yuan and 150 million yuan respectively [3]