金融界消息 截至2025年8月13日收盘，中坚科技（002779）报收于105.39元，上涨10.0%，换手率 7.22%，成交量11.97万手，成交金额12.14亿元。 通过天眼查大数据分析，浙江中坚科技股份有限公司共对外投资了7家企业，参与招投标项目51次，知 识产权方面有商标信息75条，专利信息238条，此外企业还拥有行政许可7个。 来源：金融界 中坚科技最新一期业绩显示，截至2025一季报，公司营业总收入2.86亿元、同比增长4.96%，归属净利 润4220.95万元，同比增长36.13%，扣非净利润4024.23万元，同比增长36.56%，流动比率2.327、速动比 率1.548、资产负债率33.39%。 天眼查商业履历信息显示，浙江中坚科技股份有限公司，成立于1997年，位于金华市，是一家以从事科 技推广和应用服务业为主的企业。企业注册资本18480万人民币，实缴资本13200万人民币。公司法定代 表人为吴明根。 资金流向方面，今日主力资金净流入2.43亿元，占比成交额20.03%。其中，超大单净流入2.98亿元、占 成交额24.59%，大单净流出5526.58万元、占成交额4.55%，中单净流出 ...

Market Overview - The Shanghai Composite Index closed at 3682.19 points, above the five-day moving average, with a gain of 0.44% [1] - The total trading volume of A-shares reached 171.88 billion yuan [1] Stocks Exceeding Five-Day Moving Average - A total of 620 A-shares have surpassed the five-day moving average today [1] - Notable stocks with significant deviation rates include: - Shouyao Holdings (15.20%) - Zhongyi Technology (11.60%) - Olin Bio (10.16%) [1][2] Stock Performance Data - The following stocks showed the highest deviation rates from the five-day moving average: - Shouyao Holdings: Today's gain of 19.99%, turnover rate of 9.80%, latest price at 55.94 yuan [2] - Zhongyi Technology: Today's gain of 15.43%, turnover rate of 18.35%, latest price at 31.49 yuan [2] - Olin Bio: Today's gain of 12.73%, turnover rate of 2.99%, latest price at 23.11 yuan [2] - Other notable stocks include: - Guanggang Gas (9.92%) - Tianlong Group (9.55%) - Feilihua (9.54%) [2][3]

Core Viewpoint - A number of companies, including Jintian Co., Beiwai Technology, Dongfang Precision, and others, experienced a 10% limit-up in stock prices, indicating strong market performance and investor interest [1]. Group 1: Company Performance - Jintian Co. (601609) saw a price increase of 10.06% with a total market capitalization of 14 billion and a year-to-date increase of 62.03% [2]. - Beiwai Technology (002148) increased by 10.04%, with a market cap of 7.043 billion and a year-to-date increase of 91.18% [2]. - Dongfang Precision (002611) rose by 10.03%, holding a market cap of 23.1 billion and a year-to-date increase of 96.72% [2]. - Weike Technology (301196) experienced a 10.02% increase, with a market cap of 12.4 billion and a year-to-date increase of 202.82% [2]. - Changlan Technology (002879) increased by 10.01%, with a market cap of 3.544 billion and a year-to-date increase of 23.59% [2]. - Bowei Alloy (601137) rose by 10.01%, with a market cap of 19.8 billion and a year-to-date increase of 23.72% [2]. - Bojie Co. (002975) saw a 10% increase, with a market cap of 7.672 billion and a year-to-date increase of 59.53% [2]. - Hongya CNC (002833) increased by 10%, with a market cap of 8.306 billion and a year-to-date increase of 19.19% [2]. - Zhongjian Technology (002779) rose by 10%, with a market cap of 19.5 billion and a year-to-date increase of 117.24% [2]. - Ningbo Yunsheng (600366) increased by 9.99%, with a market cap of 17.3 billion and a year-to-date increase of 114.73% [2]. - Rongtai Health (603579) rose by 9.99%, with a market cap of 7.674 billion and a year-to-date increase of 202.92% [2]. - Inner Mongolia First Machinery (600967) saw a 9.98% increase, with a market cap of 49.1 billion and a year-to-date increase of 240.85% [2]. - Xiangxin Technology (002965) increased by 9.98%, with a market cap of 12.2 billion and a year-to-date increase of 75.85% [2]. - Dongjie Intelligent (300486) rose by 9.85%, with a market cap of 8.034 billion and a year-to-date increase of 160.96% [2]. - Anfu Technology (603031) increased by 9.76%, with a market cap of 6.883 billion and a year-to-date increase of 15.05% [2]. - Furi Electronics (600203) rose by 9.63%, with a market cap of 11.3 billion and a year-to-date increase of 112.56% [2]. - Shenghong Technology (300476) saw a 9.32% increase, with a market cap of 204.5 billion and a year-to-date increase of 465.60% [2].

Investment Rating - The report rates the industry as "Overweight," indicating that it is expected to outperform the overall market [8]. Core Insights - The demand for health and wellness service robots is driven by aging population trends, technological advancements, and supportive policies [3]. - By 2024, the population aged 60 and above in China is projected to exceed 300 million, accounting for 22% of the total population, creating a significant service gap in rehabilitation and care [3]. - The Ministry of Industry and Information Technology has issued policies to promote the application of intelligent elderly care robots, facilitating industry implementation [3]. - Rapid advancements in both hardware and software technologies are making the deployment of health and wellness robots feasible [3]. Summary by Sections Demand Side - The aging population is creating a pressing need for health and wellness robots, which are seen as key solutions to labor shortages in care settings [3]. Policy Support - The government is actively promoting the integration of robots in elderly care through various policies, enhancing the industry's growth prospects [3]. Technological Development - Significant progress in relevant technologies, including sensors, batteries, and algorithms, is enabling the practical application of health and wellness robots across various scenarios [3]. Market Opportunities - The health and wellness robot market is vast, with rigid demand. Key companies to watch include: - Ousheng Electric, focusing on intelligent care services for bedridden patients [3]. - Zhongjian Technology, which is developing humanoid robots for elderly care [3]. - Madi Technology and Ubtech, collaborating on AI services in healthcare [3]. - Songlin Technology, planning to expand into health robots and AI companionship [3]. - Rongtai Health, launching smart health and therapy robots for home use [3]. - Sanhui Electric, investing in intelligent therapy robots [3]. - Beiqing Song, establishing a subsidiary for massage robots [3]. - Yijiahe, accelerating its presence in high-end health and smart home markets [3]. - Meihu Co., providing core components for elderly care robots [3].

Core Viewpoint - The future of robotics is likely to prioritize consumer-oriented (to C) applications over industrial applications, with emotional and exchange value being as significant as cost considerations [2][4]. Company Insights - Zhongjian Technology has nearly 30 years of experience in production and overseas sales, establishing a flexible robot production line in Shanghai [2]. - The company's vision is to become a publicly listed robotics company with comprehensive technical capabilities across the entire machine lifecycle [2]. - The company is currently leveraging resources from both domestic and international giants, including technical guidance and product support from NVIDIA [2][3]. - The company has received some orders for its quadruped robots and aims to maintain quality control as production scales to tens of thousands of units [3]. Production Capacity - The current production capacity allows for over 10,000 units annually, with plans to increase production lines once the flexible production line is successfully tested [3]. - The time taken for production on a single line is measured in hours, indicating a potentially efficient manufacturing process [3]. Technical Challenges - The main challenges in the robotics market are application-related, while the technical difficulties lie in implementing advanced algorithms for navigation and autonomous driving [3]. - The company recognizes the rapid integration of large models and simulation technology with robotic hardware, although some features may need to be deprioritized for commercialization [3][4]. Market Trends - There is a growing focus on engineering-related programs in educational institutions, suggesting a potential surge in engineering talent in the next few years [4]. - The company believes that China may lead the global robotics sector, moving away from being a follower in industries like smartphones and automobiles [4].

Group 1 - The core transaction of Zhongjian Technology involved 20,000 shares traded on August 6, with a total transaction value of 2.0482 million yuan, representing 0.12% of the total trading volume for that day [1][2] - The transaction price was 102.41 yuan per share, which remained unchanged compared to the market closing price of 102.41 yuan [1][2] - The buyer was Guotai Junan Securities Co., Ltd., while the seller was an institutional special account [2]

Market Performance - The specialized equipment sector increased by 2.16% on August 6, with Haosen Intelligent leading the gains [1] - The Shanghai Composite Index closed at 3633.99, up 0.45%, while the Shenzhen Component Index closed at 11177.78, up 0.64% [1] Stock Performance - Notable gainers in the specialized equipment sector included: - Jiasen Shuneng (688529) with a closing price of 24.58, up 20.02% [1] - ST Xinyuan (300472) with a closing price of 5.64, up 20.00% [1] - Diweier (688377) with a closing price of 31.09, up 10.44% [1] - Hongtian Co. (603800) with a closing price of 37.57, up 10.01% [1] - Dongfang Precision (002611) with a closing price of 15.64, up 9.99% [1] Trading Volume and Value - The trading volume and value for selected stocks in the specialized equipment sector were significant, with Dongfang Precision (002611) achieving a trading volume of 202.58 million shares and a transaction value of 30.84 billion yuan [1] - Other notable stocks included: - Zhongjian Technology (002779) with a trading volume of 16.22 million shares and a transaction value of 16.41 billion yuan [1] - Standard Co. (600302) with a trading volume of 39.90 million shares and a transaction value of 2.94 billion yuan [1] Capital Flow - The specialized equipment sector saw a net inflow of 1.816 billion yuan from institutional investors, while retail investors experienced a net outflow of 743 million yuan [2] - The capital flow for specific stocks indicated that Dongfang Precision (002611) had a net inflow of 609 million yuan from institutional investors, while it faced a net outflow of 277 million yuan from retail investors [3]

事件：7 月29 日，在2025 世界人工智能大会（WAIC 2025）大会上，中坚科技带来了升级后的四足机 器狗产品灵睿P1，以及一款正在研发中的新产品——轮式机器人。 战略入股机器人领先企业1X，同华为、英伟达紧密合作。公司在具身智能领域也很重视外部合作，共 同加速全球智能制造产业链发展。24 年公司投资机器人领先企业1X，实现商务协同、供应链等领域的 双向赋能。此外，公司与华为盘古大模型合作，开发人形机器人整机本体；跟英伟达合作，通过Isaac Lab 平台训练四足机器人。 投资建议：我们预计公司25-27 年分别实现营收11.90/15.58/19.76 亿元，归母净利润1.12/1.65/2.22 亿 元，对应PE 分别为151.8/103.1/76.7 倍。 公司与英伟达、华为、1X 等产业巨头合作紧密，或充分受益人形机器人产业趋势提速。维持"推荐"评 级。 风险提示：下游需求不及预期、行业竞争加剧、新产品开发进展不及预期。 公司对灵睿P1 进行多维度优化，可应用于多种不同场景。相较于2024 年的首次亮相，公司的机器人团 队在多个方面对灵睿P1 进行了升级优化。包括：1）优化外观结构；2）提升电 ...

融券方面，当日融券卖出0.00万股，净卖出0.00万股。 8月4日，沪深两融数据显示，中坚科技获融资买入额1.93亿元，居两市第101位，当日融资偿还额0.63亿 元，净买入1.30亿元。 最近三个交易日，31日-4日，中坚科技分别获融资买入0.38亿元、1.02亿元、1.93亿元。 ...

金融界消息 截至2025年8月4日收盘，中坚科技（002779）报收于91.95元，上涨7.83%，换手率6.26%， 成交量10.38万手，成交金额9.13亿元。 资金流向方面，今日主力资金净流入1.32亿元，占比成交额14.42%。其中，超大单净流入8673.70万 元、占成交额9.5%，大单净流入4490.58万元、占成交额4.92%，中单净流出流出3827.56万元、占成交 额4.19%，小单净流出9336.72万元、占成交额10.23%。 天眼查商业履历信息显示，浙江中坚科技股份有限公司，成立于1997年，位于金华市，是一家以从事科 技推广和应用服务业为主的企业。企业注册资本18480万人民币，实缴资本13200万人民币。公司法定代 表人为吴明根。 中坚科技最新一期业绩显示，截至2025一季报，公司营业总收入2.86亿元、同比增长4.96%，归属净利 润4220.95万元，同比增长36.13%，扣非净利润4024.23万元，同比增长36.56%，流动比率2.327、速动比 率1.548、资产负债率33.39%。 通过天眼查大数据分析，浙江中坚科技股份有限公司共对外投资了7家企业，参与招投标项目50次 ...