Group 1 - Sannuo Group expects a net loss of 100 million to 120 million yuan for the first half of 2025, a significant decline from a profit of 7.4 million yuan in the same period last year [1] - The company anticipates a net loss of 77 million to 95 million yuan after excluding non-recurring gains and losses [1] - Basic earnings per share are projected to be a loss of 0.2148 to 0.2578 yuan per share [1] Group 2 - Landai Technology is planning to transfer 18% of its shares, which may lead to a change in control [2] - The stock of Landai Technology has been suspended from trading since July 8, 2025, with an expected suspension period of no more than two trading days [2] Group 3 - Xinxin Co. announced that a senior executive plans to reduce their holdings by up to 750,000 shares, representing no more than 0.2971% of the total share capital [3] - The reason for the reduction is personal financial needs [3] Group 4 - Biyimi plans to reduce its shares by a total of up to 3% by two shareholders, with one shareholder planning to reduce up to 139.68 million shares (2.00%) and the other up to 69.84 million shares (1.00%) [4] - The reason for the reduction is also personal financial needs [4] Group 5 - Changxin Bochuang announced that shareholders plan to reduce their holdings by up to 2.95%, totaling 8.6 million shares [6] - The reason for the reduction is personal financial needs [6] Group 6 - Tianci Materials plans to publicly issue H-shares and apply for listing on the Hong Kong Stock Exchange [9] Group 7 - Sanxiang Impression announced the termination of a previous equity transfer agreement, following a request from its controlling shareholder [10] Group 8 - Zhongke Technology has decided to terminate its plan to issue shares for asset acquisition and related fundraising due to changes in market conditions [12] Group 9 - Hangcha Group's subsidiary plans to acquire 99.23% of Guozu Robot's shares through capital increase [14] Group 10 - Xishan Technology plans to increase its holdings in the company by no less than 5 million and no more than 10 million yuan [19] Group 11 - New Hope reported sales of 1.33 million pigs in June, a year-on-year increase of 3.38% [21] - The sales revenue was 1.871 billion yuan, a year-on-year decrease of 19.14% [21] Group 12 - Auhua Endoscope announced that two shareholders plan to reduce their holdings by up to 1.92% [18] Group 13 - Star Source Material has submitted an application for H-share issuance and listing [18] Group 14 - Yilian Technology plans to invest 20 million yuan to establish a partnership with professional institutions [30]

Group 1 - The People's Bank of China has increased its gold reserves for eight consecutive months, with the latest figures showing a rise of 70,000 ounces to a total of 73.9 million ounces as of the end of June [2] - By the end of 2027, China aims to have over 100,000 high-power charging facilities nationwide, focusing on local economic development and the promotion of new energy vehicles [2] - The Shanghai Stock Exchange and the China Securities Index Company will launch several specialized indices on July 21, including the Shanghai Stock Exchange Specialized New Index and the China Securities Specialized New 100 Index [3] Group 2 - A new mandatory national standard for passenger car braking systems will take effect on January 1, 2026, introducing requirements for electric transmission braking systems and emergency braking signals [3] - An international standard for testing scenarios of autonomous vehicle systems has been officially released, detailing evaluation processes and testing methods [4] - The U.S. President has signed an executive order extending the delay for "reciprocal tariffs" until August 1, affecting imports from 14 countries with varying tariff rates [8][5] Group 3 - The U.S. stock market saw declines across major indices, with the Dow Jones down 0.94%, the Nasdaq down 0.92%, and the S&P 500 down 0.79%, impacting stocks of Japanese and Korean companies listed in the U.S. [5] - Companies such as Nissan and Toyota experienced significant stock drops, with Nissan down over 7% and Toyota down nearly 4% [5] - The market sentiment is shifting towards a balanced approach, with a focus on large-cap stocks and potential inflows of incremental capital in July [8][9]

Group 1 - The actual controllers of the company, Zhu Tangfu, Xiong Min, and Zhu Junhan, are planning to transfer 18% of their shares, which may lead to a change in the company's control [1] - The company's stock will be suspended from trading starting July 8, with an expected suspension period of no more than two trading days [1] Group 2 - In 2024, the company achieved a revenue of 3.536 billion yuan, representing a year-on-year growth of 25.93%, and a net profit attributable to shareholders of 124 million yuan, up 134.04% year-on-year [2] - The company is enhancing its precision gear shaft processing capabilities and exploring growth opportunities in the robotic joint actuator sector, with a breakthrough expected in January 2025 [2] - The company has invested in Wuxi Quanzhibo Technology Co., holding a 4.3478% stake, which specializes in the research, design, production, and sales of robotic joints [2] - To meet overseas customer demands, the company plans to establish a subsidiary in Thailand with an investment of no more than 200 million yuan [2] Group 3 - Zhu Junhan officially took over as chairman and general manager of the company on October 18, 2023, succeeding his father Zhu Tangfu [3] - Zhu Tangfu has been appointed as the honorary chairman, recognized for his significant contributions since the company's founding and its listing in 2015 [3]

证券代码：002765 证券简称：蓝黛科技 公告编号：2025-047 蓝黛科技集团股份有限公司 关于筹划公司控制权变更事项的停牌公告 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。 特别提示： 1、蓝黛科技集团股份有限公司（以下简称"公司"）股票（股票简称：蓝 黛科技，股票代码：002765）自2025年07月08日（星期二）上午开市起停牌，预 计停牌时间不超过2个交易日。 2、公司控制权变更事项目前处于洽谈阶段，尚存在较大不确定性，敬请广 大投资者关注后续公告，注意投资风险。 公司近日收到实际控制人朱堂福先生、熊敏女士、朱俊翰先生的通知，其正 在筹划转让所持有的公司 18%的股份等股权事宜，该事项可能导致公司控制权发 生变更，具体转让比例和实施方案尚待进一步沟通确定。本次交易对方主要从事 投资业务。若本次交易实施并完成，公司的控股股东、实际控制人将发生变更。 鉴于该事项正在筹划中，具有较大不确定性。为保证公平信息披露，维护投 资者利益，避免造成公司股价异常波动，根据《深圳证券交易所股票上市规则》 《深圳证券交易所上市公司自律监管指引第 6 号——停复牌》等 ...

智通财经7月7日电，蓝黛科技(002765.SZ)公告称，公司实际控制人朱堂福、熊敏、朱俊翰正在筹划转 让所持公司18%的股份，可能导致公司控制权变更。交易对方主要从事投资业务。公司股票自2025年7 月8日起停牌，预计停牌时间不超过2个交易日。 蓝黛科技：筹划公司控制权变更事项 股票停牌 ...

证券研究报告 | 2025年07月07日 人形机器人系列专题之新型减速器 优于大市 摆线减速器有望成为人形机器人新的迭代方向 核心观点 行业研究·行业专题 汽车 市场走势 资料来源：Wind、国信证券经济研究所整理 相关研究报告 《小米汽车专题系列之四—小米 Yu7 发布，正式进入 1-N 阶段》 ——2025-07-01 《汽车行业周报（25 年第 23 周）-特斯拉自动驾驶出租车商业化 提速，多家车企缩短供应商账期》 ——2025-06-18 优于大市·维持 证券分析师：唐旭霞 证券分析师：孙树林 0755-81981814 0755-81982598 tangxx@guosen.com.cn sunshulin@guosen.com.cn S0980519080002 S0980524070005 《人形机器人行业周报（第十九期）-祥鑫科技拟入股女娲机器 人，长华集团新一轮送样在即》 ——2025-06-16 《人形机器人行业周报（第十八期）-特斯拉 Optimus 主管换人， 精锻科技参股格蓝若》 ——2025-06-10 《汽车行业 2025 年 6 月投资策略-RoboX 商业化落地加速，关注 板 ...

优于大市·维持 证券分析师：唐旭霞 证券分析师：孙树林 0755-81981814 0755-81982598 tangxx@guosen.com.cn sunshulin@guosen.com.cn S0980519080002 S0980524070005 市场走势 证券研究报告 | 2025年07月07日 人形机器人系列专题之新型减速器 优于大市 摆线减速器有望成为人形机器人新的迭代方向 核心观点 行业研究·行业专题 汽车 资料来源：Wind、国信证券经济研究所整理 相关研究报告 《小米汽车专题系列之四—小米 Yu7 发布，正式进入 1-N 阶段》 ——2025-07-01 《汽车行业周报（25 年第 23 周）-特斯拉自动驾驶出租车商业化 提速，多家车企缩短供应商账期》 ——2025-06-18 《人形机器人行业周报（第十九期）-祥鑫科技拟入股女娲机器 人，长华集团新一轮送样在即》 ——2025-06-16 《人形机器人行业周报（第十八期）-特斯拉 Optimus 主管换人， 精锻科技参股格蓝若》 ——2025-06-10 《汽车行业 2025 年 6 月投资策略-RoboX 商业化落地加速，关注 板 ...

证券代码：002765 证券简称：蓝黛科技 公告编号：2025-046 蓝黛科技集团股份有限公司 关于担保事项的进展公告 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。 | 担保方 | 被担保方 | 担保权人 | 担保额度 | 担保方式 | 担保合同其他主要内容 | | --- | --- | --- | --- | --- | --- | | | | | | | 1、保证范围：主债权本 | | | | | | | 金、利息、复利、罚息、 | | | | | | | 违约金、损害赔偿金等 | | | | | | | 费用以及实现债权的费 | | | | | | | 用（包括但不限于诉讼 | | | | | | | 费、律师费等）。 | | | | | | | 2、保证期间：（1）借 | | | | | | | 款合同项下的保证期间 | | | | | | | 为借款期限届满之次日 | | | | 工商银行 | 人民币 | 连带责任 | 起三年；（2）银行承兑 | | 蓝黛科技 | 宣宇光电 | | 5,000 | | | | | | 璧山支行 | 万元 | 保 ...

Group 1 - The Shanghai World Mobile Communication Conference (MWC Shanghai 2025) showcased the first 5G-A embodied intelligent robot developed by Leju in collaboration with China Mobile and Huawei, addressing technical challenges in high-concurrency scenarios [1] - The "Kua Fu" humanoid robot, which debuted at the HDC 2024 Huawei Developer Conference, utilizes Huawei's cloud-based Pangu intelligent model and demonstrates multi-scenario application capabilities based on 5G-A technology [1] - The 5G-A network's high bandwidth supports large-scale data collection, providing training data for humanoid robots' deep learning models, thus shortening development cycles and adapting to diverse industry needs [1] Group 2 - Haichen Co., Ltd. signed a strategic cooperation agreement with Leju Robotics to collaborate on intelligent logistics robots and automated warehousing systems, aiming to promote the intelligent upgrade of the logistics industry [2] - BlueDai Technology's wholly-owned subsidiary, BlueDai Automation, and Leju Robotics have invested in Wuxi Quanzhibo Technology, with the latter commissioning BlueDai Technology for the research and production of integrated robotic joints and core components [2]

Core Viewpoint - The humanoid robot sector is expected to remain a key investment theme in the A-share market, driven by technological advancements, policy support, and market dynamics, despite recent adjustments in stock prices [2][10][19] Market Performance - The humanoid robot sector saw a significant increase of approximately 50% from January to mid-March 2025, with many leading stocks doubling in value [2] - Following a period of volatility due to tariff impacts, the sector rebounded around May 7, 2025, before entering another adjustment phase [3][5] Macroeconomic Context - The A-share market is anticipated to maintain a stable trading range without major declines, supported by government efforts to stabilize the market and the easing of trade tensions [5][6] - The humanoid robot sector is characterized as a typical technology sector, with no immediate risks of drastic declines in market sentiment [5] Industry Developments - Recent advancements in humanoid robot technology include the announcement of large-scale production plans by Zhiyuan Robotics and Tesla's demonstration of the Optimus robot's capabilities [6] - The establishment of the first national intelligent humanoid robot standard and collaborations among major companies indicate a growing focus on innovation and commercialization in the sector [6] Capital Flow - The humanoid robot sector has experienced a pullback since May 7, 2025, attributed to profit-taking after a month-long rally and a general decrease in market trading volume [7][8] - There is potential for capital to flow back into the humanoid robot sector as other sectors experience corrections [9] Investment Opportunities - Companies with lower previous price increases but strong automotive business prospects may present better investment opportunities compared to established leaders with high valuations [12] - Institutional holdings in humanoid robot companies have increased, indicating a consensus on potential growth, particularly for companies like Zhejiang Rongtai and Zhenyu Technology [13][18] Financial Performance - Key players in the humanoid robot sector, such as Zhejiang Rongtai, have shown strong profit growth and high gross margins, indicating robust business fundamentals [14][17] - The profitability of leading companies varies, with Zhejiang Rongtai and Siling Co. demonstrating the strongest financial performance [17] Long-term Outlook - The humanoid robot sector is viewed as a high-growth area comparable to the smartphone and new energy vehicle industries, warranting long-term attention from investors [19]