Market Overview - The Shanghai Composite Index fell by 0.01% on September 25, with 7 out of the 28 sectors rising, led by Media and Communication sectors with increases of 2.23% and 1.99% respectively. The Textile and Apparel, and Comprehensive sectors saw the largest declines of 1.45% and 1.30% respectively [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 28.778 billion yuan, with 5 sectors experiencing net inflows. The Electric Equipment sector led with a net inflow of 3.916 billion yuan and a daily increase of 1.60%, followed by the Computer sector with a net inflow of 2.545 billion yuan and a daily increase of 1.55% [1] Mechanical Equipment Sector Performance - The Mechanical Equipment sector declined by 0.32%, with a net capital outflow of 2.832 billion yuan. Out of 530 stocks in this sector, 141 rose, 5 hit the daily limit, and 385 fell. There were 198 stocks with net capital inflows, with Huagong Technology leading at 1.245 billion yuan, followed by Yingweike and Hezhuan Intelligent with inflows of 528 million yuan and 276 million yuan respectively [2] Top Gainers in Mechanical Equipment Sector - The top gainers in the Mechanical Equipment sector included: - Huagong Technology: +10.00%, turnover rate 10.27%, net inflow 1.245 billion yuan - Yingweike: +7.94%, turnover rate 12.13%, net inflow 528 million yuan - Hezhuan Intelligent: +9.98%, turnover rate 6.30%, net inflow 276 million yuan [2] Top Losers in Mechanical Equipment Sector - The top losers in the Mechanical Equipment sector included: - Huichuan Technology: -0.49%, turnover rate 2.87%, net outflow 378 million yuan - Dongfang Precision: -2.70%, turnover rate 10.83%, net outflow 250 million yuan - Zhongkong Technology: -0.34%, turnover rate 3.27%, net outflow 238 million yuan [4]

Core Viewpoint - The company has engaged in a strategic investment in the "Artificial Intelligence + Robotics" sector, focusing on partnerships with multiple robotics firms, including a joint venture with Heertai and Leju Robotics, although specific announcements have not been made regarding this collaboration [1] Group 1: Company Partnerships - The company has established a cluster investment strategy in the robotics field, collaborating with Gateng Robotics, Ruoyu Technology, and Leju Robotics [1] - The company holds a 19.8366% stake in Gateng Robotics, a 23.3111% stake in Ruoyu Technology, and a 6.8329% stake in Leju Robotics [1]

证券日报网讯东方精工（002611）9月22日在互动平台回答投资者提问时表示，公司本次与乐聚智能(深 圳)股份有限公司、深圳和而泰（002402）智能控制股份有限公司共同出资成立合资公司，旨在聚焦人 形机器人智能控制系统的研发与生产，并非乐聚机器人产品的生产加工。目前，该合资公司尚未完成工 商注册。 ...

Core Viewpoint - The establishment of Dongfang Yuanqi Intelligent Robot (Guangdong) Co., Ltd. indicates a growing focus on the intelligent robotics sector in China, with a registered capital of 100 million RMB and a diverse range of manufacturing and development services offered [1] Company Summary - Dongfang Yuanqi Intelligent Robot (Guangdong) Co., Ltd. has been recently founded with a legal representative named Qiu Ye Zhi [1] - The company has a registered capital of 100 million RMB [1] - The business scope includes manufacturing service robots, information technology consulting, smart home devices, industrial control computers and systems, internet devices, industrial robots, and foundational software and applications for artificial intelligence [1] Shareholder Information - The company is jointly owned by Leju Intelligent (Shenzhen) Co., Ltd. and Guangdong Dongfang Precision Technology Co., Ltd. [1]

Group 1 - The establishment of Dongfang Yuanqi Intelligent Robot (Guangdong) Co., Ltd. on September 19, with a registered capital of 100 million RMB [1] - The company is involved in various sectors including service consumption robot manufacturing, information technology consulting, smart home device manufacturing, industrial control computer and system manufacturing, internet device manufacturing, industrial robot manufacturing, intelligent basic manufacturing equipment manufacturing, artificial intelligence software development, and research and development of intelligent robots [1] - The shareholders of the company include Leju Intelligent (Shenzhen) Co., Ltd. and Dongfang Precision (002611) [1]

Core Viewpoint - Dongfang Precision (002611.SZ) has stated on its interactive platform that it is currently not engaged in any business cooperation with Yushu Technology [1] Group 1 - Dongfang Precision confirmed the absence of any business collaboration with Yushu Technology [1]

Group 1 - The company, Dongfang Precision (002611.SZ), confirmed on September 22 that it currently has no business cooperation with Yushu Technology [1]

Group 1 - The company signed a strategic cooperation agreement with Leju Robotics on July 21, 2025, and the humanoid robot production line has passed small-scale verification and is set to enter mass production in Q3 2025 [1] - On September 15, 2025, the company officially signed an agreement with Leju Intelligent and Shenzhen Heertai Intelligent Control Co., Ltd. to jointly establish a joint venture focused on the research and production of intelligent control systems for humanoid robots [1] - The company claims to comply with legal and regulatory requirements regarding information disclosure related to the implementation of the cooperation [1]

Core Points - The specialized equipment sector increased by 0.79% on September 17, with Lihexing leading the gains [1] - The Shanghai Composite Index closed at 3876.34, up 0.37%, while the Shenzhen Component Index closed at 13215.46, up 1.16% [1] Sector Performance - Lihexing (301013) closed at 24.36, with a significant increase of 20.00% and a trading volume of 338,700 shares, amounting to a transaction value of 790 million [1] - Huayi Technology (688071) rose by 12.48% to 46.78, with a trading volume of 88,400 shares [1] - Huicheng Vacuum (301392) saw an increase of 11.50%, closing at 178.05 with a trading volume of 77,900 shares [1] - Hetai Electromechanical (001225) increased by 6.77% to 44.31, with a trading volume of 28,300 shares [1] - Kaitan Precision (871553) rose by 6.73% to 12.68, with a trading volume of 91,200 shares [1] - Dongfang Precision (002611) increased by 6.02% to 19.02, with a trading volume of 1,724,700 shares [1] - Feng'an Co. (870508) rose by 5.59% to 25.71, with a trading volume of 51,100 shares [1] - Zhengfan Technology (688596) increased by 5.41% to 37.41, with a trading volume of 160,100 shares [1] - Zhongjian Technology (002779) rose by 5.37% to 140.50, with a trading volume of 71,500 shares [1] - China Electric Research (688128) increased by 5.27% to 31.38, with a trading volume of 122,200 shares [1] Capital Flow - The specialized equipment sector experienced a net outflow of 438 million from institutional investors and 357 million from retail investors, while individual investors saw a net inflow of 794 million [1]

Group 1 - The company held its 17th temporary board meeting on September 12, 2025, where key resolutions were passed [2][3] - The board approved the amendment of the Articles of Association, which includes the cancellation of the supervisory board and the establishment of a worker representative director [3][26] - A second temporary shareholders' meeting is scheduled for September 29, 2025, to further discuss and approve the proposed amendments [3][9] Group 2 - The meeting was convened in compliance with relevant laws and regulations, ensuring all procedures were followed [2][8] - The board's decision to eliminate the supervisory board aims to enhance governance efficiency and streamline management processes [26][27] - The company will also amend its Articles of Association to reflect changes in registered capital and total shares due to previous stock repurchase actions [28][30]