New Stock Issuance - Hongyuan Co., Ltd. (stock code: 920018) issued shares at a price of 9.17 on August 11, 2025[1] - China Shipbuilding Industry Corporation (stock code: 600150) has a cash acquisition request period from August 13 to August 15, 2025[1] - ST Kelly (stock code: 300326) has a tender offer period from July 17 to August 15, 2025[1] Rights and Announcements - China Heavy Industry (stock code: 601989) has a cash option declaration period starting August 13, 2025[1] - Fushun Special Steel (stock code: 600399) has a tender offer period from August 12 to September 10, 2025[1] - North Long Dragon (stock code: 301357) has an announcement link for further details[1] Market Volatility - Several stocks, including ST Xifa (stock code: 000752) and ST Aowei (stock code: 002231), are under observation for significant price fluctuations[1] - The report highlights abnormal fluctuations in stocks such as ST Songfa (stock code: 603268) and ST Yancheng (stock code: 603063)[2]

内容概要：减速机属于通用设备，是各类工业传动系统的重要基础部件之一，广泛应用于国民经济各领 域，其下游行业多元化特征较为明显。减速机行业的发展与国家整体经济走势、固定资产投入规模以及 制造业投资水平深度关联。随着我国经济的快速发展和工业化进程的不断推进，减速机作为工业装备的 基础零部件，其市场规模逐步增长。近年来，国内减速机行业龙头企业大力投资引进自动化、数控化、 智能化的制造装备，高度重视研发投入和自主创新，持续推进新产品开发和升级换代，能够适应市场需 求的不断变化。目前我国减速机产品线已基本覆盖了主要减速机类别，明显缩小了与国外企业同类产品 在结构设计、质量控制、功率密度、可靠性和使用寿命等方面的差距，相关产品的国产化率不断提高。 2024年国内减速机产量增长至1532.48万台，需求量达1223.54万台，市场规模约2600亿元；预计2025 年，国内减速机产量增长至1680万台，需求量达1330万台，市场规模将达到2910亿元。 上市企业：国茂股份（603915）、通力科技(301255)、绿的谐波（688017）、双环传动（002472）、中 大力德（002896）、丰立智能（301368)、昊志机 ...

New Stock Listings - Tianfu Long (603406) issued at a price of 23.60[1] - Youli Intelligent (920007) issued at a price of 23.99[1] Rights Issues and Announcements - China Heavy Industry (601989) cash option declaration period from August 13, 2025[1] - China Shipbuilding (600150) acquisition request period from August 13 to August 15, 2025[1] - Shenkai Co., Ltd. (002633) offer declaration period from July 29 to August 27, 2025[1] - ST Kelly (300326) offer period from July 17 to August 15, 2025[1] - Fushun Special Steel (600399) offer period from August 12 to September 10, 2025[1] Abnormal Fluctuations - Multiple stocks reported abnormal fluctuations, including *ST Yushun (002289) and Changcheng Military Industry (601606)[2][3] - Notable fluctuations also reported for companies like Li De Man (300289) and Dongjie Intelligent (300486)[3]

二、 公司关注并核实相关情况 证券代码：002896 证券简称：中大力德 公告编号：2025-041 宁波中大力德智能传动股份有限公司 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。 重要提示： 一、股票交易异常波动的情况介绍 宁波中大力德智能传动股份有限公司（以下简称"公司"，证券简称：中大 力德，证券代码：002896）股票连续三个交易日（2025 年 8 月 5 日、2025 年 8 月 6 日、2025 年 8 月 7 日）收盘价格涨幅偏离值累计超过 20%。根据《深圳证 券交易所交易规则》相关规定，属于股票交易异常波动的情况。 针对公司股票交易异常波动，公司对有关事项进行了核查，并通过书面、电 话问询方式，对公司控股股东及实际控制人就相关问题进行了核实，现将相关情 况说明如下： 年半年度财务数据正在核算中，未对外提供。 时报》、《证券日报》及巨潮资讯网（www.cninfo.com.cn）为公司指定的信息披 露媒体，公司所有信息均以在上述指定媒体刊登的信息为准，请广大投资者理性 投资，注意风险。 特此公告。 宁波中大力德智能传动股份有限公司董事会 较 ...

证券代码：002896 证券简称：中大力德 公告编号：2025-041 1、宁波中大力德智能传动股份有限公司股票连续三个交易日（2025 年 8 月 5 日、2025 年 8 月 6 日、2025 年 8 月 7 日）收盘价格涨幅偏离值累计超过 20%。 2、经公司自查，截止本公告披露日，不存在应披露而未披露的重大事项。 3、敬请广大投资者注意二级市场交易风险，理性决策，审慎投资。 一、股票交易异常波动的情况介绍 宁波中大力德智能传动股份有限公司（以下简称"公司"，证券简称：中大 力德，证券代码：002896）股票连续三个交易日（2025 年 8 月 5 日、2025 年 8 月 6 日、2025 年 8 月 7 日）收盘价格涨幅偏离值累计超过 20%。根据《深圳证 券交易所交易规则》相关规定，属于股票交易异常波动的情况。 宁波中大力德智能传动股份有限公司 股票交易异常波动公告 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。 重要提示： 5、经查询，公司控股股东、实际控制人在本公司股票交易异常波动期间未 买卖本公司股票。 二、 公司关注并核实相关情况 针对公司 ...

在日前举办的2025世界机器人大会新闻发布会上，中国电子学会副理事长兼秘书长陈英表示，本次大会 汇聚库卡、费斯托、埃斯顿（002747）、宇树科技、银河通用等200余家国内外优秀机器人企业的1500 余件展品，其中首发新品100余款。有50家人形机器人整机企业将带来最新展品及行业解决方案，人形 机器人整机企业参展数量创同类展会之最。 北京市经济和信息化局局长姜广智在今年5月举行的2025世界机器人大会、2025世界人形机器人运动会 新闻发布会上介绍了世界人形机器人运动会的举办情况。他表示，世界人形机器人运动会是全球首个为 人形机器人组织的综合性竞技赛事，将于8月15日至17日在国家体育场和国家速滑馆举办。竞赛项目分 为主体赛事和外围赛事，主体赛事侧重人形机器人技能竞技，包括田径、足球、舞蹈以及物料搬运、药 品分拣等；外围赛事侧重趣味性和观众的互动性，包括羽毛球、乒乓球、篮球等。 开源证券机械首席分析师孟鹏飞表示，2025世界人工智能大会上人形机器人首次突破150台设备同台展 示，覆盖工业、服务、医疗等场景；工信部会上宣布将深入实施"AI+"行动。若后续产业支持和补贴政 策落地，我国有应用场景和全产业链的优势， ...

Core Viewpoint - The humanoid robot industry is experiencing multiple catalysts, with significant events such as the 2025 World Robot Conference and the first global humanoid robot sports event approaching, indicating accelerated industrialization and order release [1][2] Industry Catalysts - The 2025 World Robot Conference will take place from August 8 to 12 in Beijing, featuring over 1,500 exhibits from more than 200 domestic and international robot companies, including over 100 new product launches [2] - The first global humanoid robot sports event will be held from August 15 to 17, showcasing competitions in various skills, including athletics and robotics interaction [2] Market Performance - The Wind humanoid robot concept index has shown strong performance, with a cumulative increase of 14.95% since July 11, and a 2.83% rise on August 6, with significant gains from key stocks [1][2] Order Growth - Major companies in the humanoid robot sector have secured substantial orders, including a 90.51 million yuan project for UBTECH and a 124 million yuan project for Zhiyuan Robotics, indicating a positive trend in industry development [3] Market Size and Projections - The global humanoid robot market is projected to grow from approximately $2.16 billion in 2023 to $32.4 billion by 2029, with China's market expected to reach 2.76 billion yuan in 2024, highlighting significant growth potential [3] Industry Transformation - The domestic robot industry is undergoing positive changes, with an increasing number of procurement projects indicating that humanoid robots are moving towards practical commercial applications [4] Investment Recommendations - Analysts suggest focusing on three main lines for investment: high-value components, potential application scenarios, and merger and acquisition targets driven by policy catalysts [5]

盘面上，全市场超3300只个股上涨，近百股涨超9%，市场热点主要聚焦军工和机器人两大热门题材。 军工板块涨势扩散，长城军工录得5天4板；PEEK材料概念持续活跃，新瀚新材、中欣氟材2连板；机器 人产业链再度走强，豪森智能、国瑞科技以20%幅度涨停。市场焦点股上纬新材以20%幅度跌停。 船舶制造板块指数日K线图 郭晨凯 制图 ◎记者 李雨琪 8月6日，A股三大指数放量上涨，沪指录得3连阳续创年内收盘新高。截至收盘，上证指数报3633.99 点，涨0.45%；深证成指报11177.78点，涨0.64%；创业板指报2358.95点，涨0.66%。全市场当天成交 17592亿元，较上个交易日放量1434亿元。 此外，农业银行昨日收盘上涨1.22%，报6.62元/股，最新A股流通市值为2.11万亿元，超越工商银行2.09 万亿元的流通市值，排在A股第一位，这也是其历史上首次夺得A股流通市值冠军。 机器人产业链再度走强 受多重利好催化，机器人相关概念股昨日再度走强，北纬科技收获3连板。截至收盘，豪森智能、当虹 科技、国瑞科技以20%幅度涨停，富恒新材、机器人涨超10%，中大力德、东方精工、华纬科技等多只 个股涨停。 消息 ...

Market Overview - A-shares continue to show a rebound with all three major indices rising, and the Shanghai Composite Index is close to breaking its yearly high [1] - Total trading volume in the Shenzhen and Shanghai markets reached 1,058.68 billion, slightly increasing from the previous trading day, with over 2,900 stocks rising [1] - Fund flows indicate a shift from high-position sectors like pharmaceuticals (down 3.6 billion) to relatively low-position sectors such as communication equipment (+2.7 billion) and semiconductors [1] Financing and Market Sentiment - Since August, leveraged funds have consistently entered the market, with net inflows exceeding 15 billion over three trading days as of August 5, bringing the total margin financing balance to 20,002.59 billion, a ten-year high [2][4] - The current financing balance has increased by approximately 12% compared to the end of April, with the financing balance accounting for 2.3% of the circulating market value, which is at the median level for the year [4] - The current market is characterized by a "rotating rise and low-position补涨" since the "62 3" policy, with a good profit-making effect attracting external funds [5] Robotics Sector Insights - The robotics sector has seen a strong performance, with stocks like Huami New Materials and Zhongdali De hitting the daily limit [7] - The upcoming World Robot Conference from August 8 to 12 in Beijing is expected to catalyze further interest in the robotics industry [8] - Recent product launches, such as the four-legged robot by Yushu Technology, and supportive policies from the Shanghai government for intelligent industries are driving investment back into the robotics sector [9][10] Human-shaped Robot Core Directions - The human-shaped robot market has three core directions: Tesla supply chain, Nvidia collaboration, and domestic human-shaped robots [11] - Key suppliers for Tesla include Top Group, Sanhua Intelligent Control, and Mingzhi Electric, with potential suppliers like Zhongdali De and Dingzhi Technology [11] - Companies collaborating with Nvidia include Bojie Co., which provides GPU testing equipment, and Buke Co., which has a significant market share in mobile robot platforms [12][14] Domestic Human-shaped Robot Industry Chain - The core areas of the human-shaped robot industry focus on key components such as ball screws, reducers, motors, and sensors, with significant changes expected in these sectors [16] - Notable players in the ball screw market include Best, which is introducing new equipment, and Qinchuan, which focuses on industrial mother machines [16] - In the reducer market, leading companies include Lide Harmony with a 25% market share and Shanghai Mechanical and Electrical, which leads in RV reducers [18]

| 車中 | 涨停 | | | --- | --- | --- | | 涨幅 | > 7% | 15 | | 涨幅 | 5-7% | 12 | | 涨幅 | 3-5% | 34 | | 涨幅 | 0-3% | 274 | | 跌幅 | 0-3% | 170 | | 跌幅 | 3-5% | 7 | | 跌幅 | 5-7% | 2 | | 跌幅 | > 1% | 2 | | 其中 跌停 | | | | | | 335 | | | | 181 | | | | 24 | | 上下 武汉和神 | | 542 | | | | 17592.58 (2 | | | | 121853.2 / | | 张家增减 | | 64 | | 张家增幅 | | 23.879 | | 指数量比 | | 1.0 | 四、涨停揭秘 | | | | 金融界股灵通复盘(8.6) | | | --- | --- | --- | --- | --- | | | 简称 | 最终封板 | 几天儿板 | 原因 | | | | | 机器人 | | | 002148. SZ | 北纬科技 | 9:25 | 3天3板 | 无人机+四足机器人+车联网+低空经济 | ...