8月8日，祥鑫科技大宗交易成交5.2万股，成交额203.06万元，占当日总成交额的0.17%，成交价39.05元，较市场收盘价 42.93元折价9.04%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交星 (万股/万份) | 成交全额 (万元) | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-08-08 | 002965 | 祥鑫科技 | 39.05 | 5.20 | 203.06 | 机构专用 | 国信证券股份有限 | | | | | | | | | 公司东莞虎门体育 | | | | | | | | | 路证券营业部 | ...

Group 1: Company Performance - SMIC reported Q2 revenue of $2.21 billion, a 16% year-over-year increase, but a 1.7% decrease quarter-over-quarter [1] - China Mobile achieved a net profit of 84.2 billion yuan in the first half of 2025, a 5% year-over-year increase, with a mid-term dividend of 2.75 HKD per share, up 5.8% [2] - Huahong Semiconductor's Q2 revenue was $566.1 million, an 18.3% year-over-year increase, with Q3 revenue guidance of $620 million to $640 million [3] Group 2: Business Operations and Developments - Chuangzhong Technology clarified that it does not engage in the production of liquid-cooled servers, only participating in testing platforms, with no revenue generated from this segment in H1 2025 [4] - Shuo Beid announced it has sent samples of liquid-cooled server plates to Taiwanese clients, but the ability to pass testing and achieve mass production remains uncertain [5] - Furi Electronics stated that its subsidiary provides JDM/OEM services for service robots, but this revenue accounts for less than 1% of the company's total revenue [6] Group 3: Industry Trends and Market Movements - Sales of new energy vehicles by Seres reached 44,581 units in July, reflecting a 5.7% year-over-year increase [7] - Longyuan Power completed a power generation of 6,328.76 MWh in July, marking a 2.44% year-over-year growth [8] - Jianglong Shipbuilding won a bid for the "Blue Granary" marine economic development project, indicating ongoing infrastructure investments [8]

Core Viewpoint - A total of 19 A-share listed companies have disclosed share reduction plans, with no companies announcing share increases on the same day [1]. Group 1: Share Reduction Details - Weilon Co., Ltd. plans to reduce no more than 0.7664% of its shares by the controlling shareholder's concerted action [2]. - Gongchuang Turf's shareholders plan to reduce no more than 0.80% of the total shares [2]. - Yujing Co., Ltd. will see a reduction of 1.12% of shares by its controlling shareholder and actual controller Yang Yuhong [2]. - Xiangxin Technology's controlling shareholder and actual controller will reduce 801,300 shares [2]. - Hengji Daxin's controlling shareholder Zhuhai Shiyou intends to reduce no more than 3% of the company's shares [2]. - Hengli Hydraulic's shareholder Shennuo Technology plans to reduce no more than 3% of the company's shares [2]. - Cangzhou Mingzhu's shareholder Junyue Rixin 17 plans to reduce no more than 1.00% of the company's shares [2]. - Tongfu Microelectronics' major fund reduced 13.1424 million shares, bringing its holding ratio down to 6.91% [2]. - Xianheng International's shareholder Goldman Sachs Asia Strategic plans to reduce no more than 12.3 million shares, accounting for no more than 3% [2]. - Hongsheng Co., Ltd.'s shareholder Changzhou Zhongke plans to reduce no more than 2.8594% of the company's shares [2]. - Dongfang Guoxin's controlling shareholder reduced 1.63% of the company's shares on August 6 [2]. - Linuo Pharmaceutical's shareholder plans to reduce no more than 3% of the company's shares [2]. - Yinlun Co., Ltd.'s directors and executives plan to reduce no more than 964,000 shares [2]. - Sanwei Xinan's Zhongwang Investment plans to reduce no more than 1% of the company's shares [2]. - Xue Neng Technology's shareholder Shanghang Xingyuan plans to reduce no more than 1.9832% of the company's shares [2]. - Zhongyan Co., Ltd.'s shareholder Wang Xiuyun plans to reduce no more than 1% of the company's shares [2]. - Zhongyou Technology's director Zhang Zhanguan plans to reduce no more than 0.0009% of the company's shares [2]. - Ruifeng Bank's Antu Automobile plans to reduce no more than 1.20% of the company's shares [2]. - Aili Home's directors and senior management plan to reduce no more than 0.108% of the company's shares [2].

证券代码：002965 证券简称：祥鑫科技 公告编号：2025-042 祥鑫科技股份有限公司 关于公司控股股东、实际控制人权益变动触及 1%整数倍的公告 本公司控股股东、实际控制人陈荣先生、谢祥娃女士保证向本公司提供的信息内容真 实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 祥鑫科技股份有限公司（以下简称"公司"）于 2025 年 07 月 05 日披露了《关于公 司控股股东、实际控制人减持股份的预披露公告》 （公告编号：2025-039），直接和间接 持有公司股份合计 92,624,507 股（占公司目前总股本的 34.90%）的控股股东、实际控 制人陈荣先生、谢祥娃女士计划自本公告披露之日起 15 个交易日后的三个月内（即 2025 年 07 月 28 日起至 2025 年 10 月 27 日，但法律法规规定不得减持的期间除外）通过集 中竞价或者大宗交易方式减持公司股份不超过 7,961,411 股（占公司目前总股本的 的 1.00%）、以大宗交易方式减持公司股份的不超过 5,307,607 股（占公司目前总股本的 公司近日收到控 ...

证券代码：002965 证券简称：祥鑫科技 公告编号：2025-042 祥鑫科技股份有限公司 关于公司控股股东、实际控制人权益变动触及 1%整数倍的公告 本公司控股股东、实际控制人陈荣先生、谢祥娃女士保证向本公司提供的信息内容真 实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 祥鑫科技股份有限公司（以下简称"公司"）于 2025 年 07 月 05 日披露了《关于公 司控股股东、实际控制人减持股份的预披露公告》（公告编号：2025-039），直接和间接 持有公司股份合计 92,624,507 股（占公司目前总股本的 34.90%）的控股股东、实际控 制人陈荣先生、谢祥娃女士计划自本公告披露之日起 15 个交易日后的三个月内（即 2025 年 07 月 28 日起至 2025 年 10 月 27 日，但法律法规规定不得减持的期间除外）通过集 中竞价或者大宗交易方式减持公司股份不超过 7,961,411 股（占公司目前总股本的 3.00%），其中以集中竞价方式减持公司股份的不超过 2,653,804 股（占公司目前总股本 的 1.00%）、 ...

| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-08-05 | 002965 | 祥鑫科技 | 37.53 | 7.00 | 262.71 | 机构专用 | 国信证券股份有限 | | | | | | | | | 公司深圳红岭中路 | | | | | | | | | 证券营业部 | | 2025-08-05 | 002965 | 祥鑫科技 | 37.53 | 18.65 | | 699.93 华泰证券股份有限 | 国信证券股份有限 | | | | | | | | 公司北京分公司 | 公司深圳红岭中路 | | | | | | | | | 证券营业部 | | 2025-08-05 | 002965 | 祥鑫科技 | 37.53 | 5.33 | 200.03 | 机构专用 | 国信证券股份有限 | | | | | | | | | 公司深圳红岭中路 | | | | | ...

证券之星消息，8月5日汽车零部件板块较上一交易日上涨1.59%，华密新材领涨。当日上证指数报收于 3617.6，上涨0.96%。深证成指报收于11106.96，上涨0.59%。汽车零部件板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 836247 | 华密新材 | 23.73 | 12.41% | 19.22万 | | 4.50亿 | | 873690 | 捷众科技 | 28.89 | 11.12% | 9.73万 | | 2.92亿 | | 600626 | 申达股份 | 4.46 | 10.12% | 29.06万 | | 1.27亿 | | 603089 | 正裕工业 | 17.66 | 10.03% | 21.90万 | | 3.83亿 | | 002921 | 联诚精密 | 17.77 | 10.03% | 21.20万 | | 3.59亿 | | 000901 | 航天科技 | 14.63 | 10.00% | 116.35万 | | 16.71 ...

Investment Rating - The report does not explicitly state an investment rating for the automotive industry or the embodied intelligence sector Core Insights - The embodied intelligence sector is entering a rapid implementation phase as of 2025, with multiple manufacturers planning mass production of robots across various applications [12][16][18] - The automotive industry is actively integrating embodied intelligence into its supply chain, leveraging existing technological advancements and manufacturing capabilities [34][37] - Government policies across various provinces are increasingly supportive of the embodied intelligence and robotics industries, aiming to foster innovation and market expansion [17][21][18] Summary by Sections 1. Rapid Development of Embodied Intelligence - The period from 2020 to 2025 marks a significant evolution in embodied intelligence, driven by advancements in AI and robotics, particularly following the release of OpenAI's ChatGPT3 [11] - Major manufacturers like Tesla and Xiaomi are entering the market, with Tesla predicting a production capacity of over 5,000 units by 2025 and 50,000 units by 2026 [13][16] - The demand for robots in various sectors is projected to grow significantly, with manufacturing being a primary area for automation due to its repetitive tasks [25][27] 2. Integration of Automotive and Embodied Intelligence - The automotive industry is leveraging its existing technological expertise in areas such as sensor fusion and control algorithms to facilitate the development of embodied intelligence [34][37] - Over ten automotive manufacturers are actively pursuing the embodied intelligence sector through self-development and strategic investments [36][37] - The shared supply chain for components like sensors and chips between automotive and robotics sectors is expected to reduce costs and enhance production efficiency [43][49] 3. Government Support and Policy Framework - Various provinces, including Shenzhen and Beijing, have introduced policies to support the development of embodied intelligence, focusing on technology breakthroughs and ecosystem building [17][21][18] - The policies aim to create a conducive environment for innovation, with specific targets for industry scale and technological advancements by 2027 [18][21] - The report highlights a collaborative approach among regions to drive the growth of the embodied intelligence sector, emphasizing the importance of technology and market integration [18][21]

| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300733 西菱动力 | | 9318.88万 | 13.30% | -5811.86万 | -8.30% | -3507.02万 | -5.01% | | 002406 远东传动 | | 6980.17万 | 7.52% | -3852.52万 | -4.15% | -3127.65万 | -3.37% | | 002965 祥鑫科技 | | 6390.15万 | 3.57% | -1.40 Z | -7.82% | 7600.80万 | 4.25% | | 600699 均胜电子 | | 5755.00万 | 5.24% | -4902.16万 | -4.46% | -852.84万 | -0.78% | | 000887 中鼎股份 | | 5700.17万 | 6.11% | 675.60万 | 0.72% | -6375.77万 | -6.84% | | 60 ...

祥鑫科技最新一期业绩显示，截至2025一季报，公司营业总收入16.36亿元、同比增长4.13%，归属净利 润8590.29万元，同比减少29.15%，扣非净利润8279.19万元，同比减少29.95%，流动比率1.628、速动比 率1.069、资产负债率45.86%。 金融界消息 截至2025年7月31日收盘，祥鑫科技（002965）报收于41.04元，上涨5.23%，换手率 22.0%，成交量43.88万手，成交金额17.89亿元。 资金流向方面，今日主力资金净流入6390.15万元，占比成交额3.57%。其中，超大单净流入4338.95万 元、占成交额2.42%，大单净流入2051.20万元、占成交额1.15%，中单净流出流出13990.95万元、占成 交额7.82%，小单净流入7600.80万元、占成交额4.25%。 通过天眼查大数据分析，祥鑫科技股份有限公司共对外投资了21家企业，参与招投标项目20次，知识产 权方面有商标信息18条，专利信息590条，此外企业还拥有行政许可37个。 来源：金融界 天眼查商业履历信息显示，祥鑫科技股份有限公司，成立于2004年，位于东莞市，是一家以从事汽车制 造业为主的 ...