Investment Rating - The industry investment rating is "Overweight" [3] Core Insights - The humanoid robot industry is entering a significant growth phase, with global cumulative demand expected to reach approximately 20 million units by 2030 [6][20] - Tesla's Optimus humanoid robot has shown significant advancements, with a production capacity of 1,000 units per month for the first production line and plans for a second line capable of 10,000 units per month [7][9] - Major technology companies like Huawei and Tencent are accelerating their investments in humanoid robotics, indicating a strong trend towards innovation and collaboration in this sector [10][13] Summary by Sections Industry Overview - The humanoid robot industry is experiencing a breakthrough phase, with significant advancements in software and hardware leading to increased production capabilities [6][20] - The market for humanoid robots is projected to grow rapidly, with a focus on core components and Tier 1 suppliers [6][20] Key Companies and Recommendations - Recommended companies include Xinjie Electric, Beite Technology, Hanwei Technology, and Zhaowei Machinery, among others [4] - Companies to track in the humanoid robot sector include Sanhua Intelligent Control, Top Group, and Beite Technology, which are showing promising developments [20] Recent Developments - Tesla released videos showcasing the capabilities of its Optimus robot, highlighting its ability to learn and adapt in real-time [7][9] - Strategic partnerships have been formed between major players like Huawei and UBTECH, focusing on technology development and application in humanoid robotics [10][13] - New product launches include a female humanoid robot by Songyan Power and advanced dexterous hands by Jiangsu Zhaoli, indicating ongoing innovation in the field [15][19]

Investment Rating - The industry investment rating is "Overweight" [3][30]. Core Viewpoints - The humanoid robot industry is expected to see significant growth, with a projected cumulative demand of approximately 2 million units by 2030, indicating a critical breakthrough phase from 0 to 1 [6][24]. - The report highlights key companies to watch in the humanoid robot supply chain, including Tier 1 suppliers and core component manufacturers [6][24]. - The report emphasizes the importance of technological advancements in various sectors, including photovoltaic equipment, energy storage, semiconductor equipment, automation, and hydrogen energy, suggesting a favorable outlook for leading companies in these areas [6][25][26]. Summary by Sections Humanoid Robots - Recent developments include the launch of the first domestic AI-powered exoskeleton robot by Zhiyuan, which features advanced technology for various applications [7]. - The first batch of 220 humanoid robots was delivered by Chery, showcasing their capabilities in customer service and sales guidance [17]. - The World Humanoid Robot Sports Competition is set to take place in August, highlighting the growing interest and innovation in the humanoid robotics field [23]. Photovoltaic Equipment - The penetration rate of N-type photovoltaic technology is accelerating, strengthening the competitive edge of leading companies [25]. - The report suggests focusing on companies that are innovating in cost-reduction technologies and expanding production capacity [25]. Energy Storage - Favorable policies are expected to drive growth in both generation-side and user-side energy storage [25]. - Companies like Xingyun Co. are positioned to benefit from strategic partnerships in the energy storage sector [25]. Semiconductor Equipment - The semiconductor equipment market is projected to reach $140 billion by 2030, with a focus on domestic alternatives due to low current localization rates [26]. - The report recommends monitoring companies that are well-positioned to capitalize on this trend [26]. Automation - The market for industrial tools is expected to grow from approximately 40 billion to 55.7 billion by 2026, with opportunities for leading companies to gain market share through increased concentration and import substitution [26]. Hydrogen Energy - The report highlights the potential of green hydrogen in achieving carbon neutrality, with a focus on companies that integrate the hydrogen supply chain [25].

证券代码：300007 证券简称：汉威科技 公告编号：2025-025 被担保人：嘉园环保有限公司 统一社会信用代码：913501002605705872 注册资本：10,000 万元 汉威科技集团股份有限公司 关于为控股子公司提供担保的进展公告 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。 一、担保情况概述 汉威科技集团股份有限公司（以下简称"公司"）控股子公司嘉园环保有限 公司（以下简称"嘉园环保"）因业务发展需要，拟向中国光大银行股份有限公 司福州分行申请不超过 5,000 万元的授信额度，公司拟为上述授信提供不超过 4,550 万元的连带责任保证担保。公司于 2025 年 4 月 28 日召开了第六届董事会 第二十次会议，审议通过了《关于为控股子公司提供担保的议案》，同意公司为 嘉园环保该笔授信提供不超过 4,550 万元的连带责任保证担保。近日，公司与中 国光大银行股份有限公司福州分行于福州市签署了《最高额保证合同》。 根据《深圳证券交易所创业板股票上市规则》、《公司章程》等规章制度的 要求，本次担保事项属于董事会决策权限内，无需提交股东大会审议。 ...

Group 1: Technology Innovation and Support - Zhengzhou has implemented a series of favorable policies to accelerate technological innovation and promote industrial upgrades, focusing on innovation platform construction, enterprise cultivation, achievement transformation, and talent attraction [1][6][4] - The technology transaction market in Zhengzhou has shown strong growth, with a transaction volume of 309.9 billion yuan, representing a year-on-year increase of 169% [4][6] - The city has established partnerships with top universities and research institutions, leading to the creation of innovation centers and significant contributions to local industry development [5][4] Group 2: Company Developments - APUS, a company specializing in artificial intelligence, has developed a smart diagnosis platform in collaboration with Henan Children's Hospital, serving 1.2 million patients since its launch in May 2024 [2][6] - Hanwei Technology, a leader in the gas sensor industry, has benefited from supportive policies in Zhengzhou, achieving significant technological breakthroughs and holding 1,081 patents, including 216 invention patents [3][6] - The Zhengzhou Institute of Advanced Materials has provided technical services to over 20 clients, signing contracts worth over 70 million yuan, supporting local industrial chain development [5][6] Group 3: Policy Impact - Zhengzhou's policies aim to increase the number of national high-tech enterprises to 11,000 by 2026, with financial incentives for newly recognized high-tech companies [6][4] - The city is actively supporting the establishment of high-level technology innovation platforms, providing substantial funding to enhance research and development capabilities [6][4] - The comprehensive support from the government is designed to stimulate innovation and enhance the competitiveness of local enterprises [6][1]

Group 1 - The core viewpoint of the news is that a comprehensive financial policy package has been introduced to support the stability of the market and expectations, particularly benefiting the elderly care sector [1][3] - The People's Bank of China has established a 500 billion yuan service consumption and elderly care relending tool to enhance financial support for key areas such as elderly care and service consumption [3] - The elderly care industry in China is projected to reach a scale of 9 trillion yuan in 2022, with expectations to exceed 12 trillion yuan by 2025, indicating a significant growth phase ahead [4][5] Group 2 - The elderly care concept stocks have shown strong performance, with multiple stocks such as Jinming Precision Machinery and Xinhua Jin experiencing significant price increases, some reaching the daily limit [2] - The new policy tool is an expansion and upgrade of the previous inclusive elderly care relending policy, which had a smaller quota of 40 billion yuan and was initially piloted [3] - The silver economy is expected to grow substantially, with projections indicating it could reach 30 trillion yuan by 2035, accounting for 10% of GDP, driven by various sectors including elderly services and health care [4]

2025 年 05 月 04 日 传统主业拐点出现，机器人业务未来可期 增持(首次) 事件 分析师：任春阳 S1050521110006 rency@cfsc.com.cn | 基本数据 | 2025-04-30 | | --- | --- | | 当前股价（元） | 41.27 | | 总市值（亿元） | 135 | | 总股本（百万股） | 327 | | 流通股本（百万股） | 283 | | 52 周价格范围（元） | 12.04-50.9 | | 日均成交额（百万元） | 831.09 | 市场表现 资料来源：Wind，华鑫证券研究 -50 0 50 100 150 200 250 300 (%) 汉威科技 沪深300 相关研究 —汉威科技（300007.SZ）公司事件点评报告 公司近期发布 2024 年报及 2025 一季报：2024 年公司实现营 收 22.28 亿元，同比下降 2.61%，实现归母净利润 7668.03 万元，同比下降 41.38%。2025 一季报公司实现营收 6.03 亿 元，同比增长 1.54%，实现归母净利润 1693.60 万元，同比 增长 16.91%。对此，我们点 ...

点击 最 下方 "在看"和" "并分享，"关注"材料汇 添加 小编微信 ，遇见 志同道合 的你 业芬 Part1 灵巧手打开人形机器人应用上限，快速送代 Part2 混合机械方案是趋势,兼具高自由度和承载力 Part3 手部多维感知是方向，促进手脑协同 Part4 头部本体厂全栈自研,零部件提供整体解决方案 PART5 投资建议和风险提示 2 公众号·材料汇 目录 0 公众号 · 材料汇 备注：全文的"预计"如果没有特别说明，均为东吴证券研究所电新组预测 3 ◆ 灵巧手打开人形机器人应用上限，多方参与，2025年开启快速迭代。灵巧手要求具备运动能力、负载能力、 控制能力、感知能力、耐用能力、轻量化等，由驱动、传动、控制、感知四大模块构成。灵巧手是人形机器 人操作性能的核心，决定机器人功能的上限，是具身智能的核心。25年密集主机厂和零部件厂发布灵巧手方 案,且在未来2年灵巧手方案将快速迭代,并投入使用场景中,加速训练人形机器人手脑协同。 混合机械方案是趋势,兼具高自由度和承载力。驱动方案：若电机内置,首选空心杯,部分用步讲:腱绳方 案，电机集成于手臂，空间大，可选无刷有齿槽电机。传动方案：齿轮负责旋转运动调速， ...

二、前10名无限售条件股东持股情况 前十大流通股东累计持有： 6108.25万股，累计占流通股比： 21.59%，较上期变化： 1661.86万股。 一、主要会计数据和财务指标 | 报告期指标 | 2025年一季报 | 2024年一季报 | 本年比上年增减(%) | 2023年一季报 | | --- | --- | --- | --- | --- | | 基本每股收益（元） | 0.0500 | 0.0400 | 25 | 0.0400 | | 每股净资产（元） | 8.72 | 8.69 | 0.35 | 8.5 | | 每股公积金(元) | 3.77 | 3.87 | -2.58 | 3.94 | | 每股未分配利润(元) | 3.48 | 3.41 | 2.05 | 3.21 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 6.03 | 5.93 | 1.69 | 5.84 | | 净利润(亿元) | 0.17 | 0.14 | 21.43 | 0.14 | | 净资产收益率(%) | 0.60 | 0.51 | 17.65 | 0.51 | 数据四舍五入，查 ...

证券代码：300007 证券简称：汉威科技 公告编号：2025-020 汉威科技集团股份有限公司 2025年第一季度报告披露提示性公告 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。 董 事 会 2025 年 4 月 29 日 2025 年 4 月 28 日，汉威科技集团股份有限公司（以下简称"公司"）分别 召开第六届董事会第二十次会议和第六届监事会第十六次会议，审议通过了公司 《2025 年第一季度报告》。 为便于投资者全面了解公司的经营状况，公司《2025 年第一季度报告》已 于 2025 年 4 月 29 日刊登在巨潮资讯网（www.cninfo.com.cn），敬请投资者注 意查阅。 特此公告。 汉威科技集团股份有限公司 ...

证券代码：300007 证券简称：汉威科技 公告编号：2025-024 汉威科技集团股份有限公司 关于为控股子公司提供担保的公告 注册资本：10,000 万元 注册地址：福州市鼓楼区软件大道 89 号福州软件园 C 区 27 号楼 汉威科技集团股份有限公司（以下简称"公司"）控股子公司嘉园环保有限 公司（以下简称"嘉园环保"）因业务发展需要，拟向中国光大银行股份有限公 司福州分行申请不超过 5,000 万元的授信额度，公司拟为上述授信提供不超过 4,550 万元的连带责任保证担保。公司于 2025 年 4 月 28 日召开了第六届董事会 第二十次会议，审议通过了《关于为控股子公司提供担保的议案》，同意公司为 嘉园环保该笔授信提供不超过 4,550 万元的连带责任保证担保。 根据《深圳证券交易所创业板股票上市规则》、《公司章程》等规章制度的 要求，本次担保事项属于董事会决策权限内，无需提交股东大会审议。 二、被担保人基本情况 被担保人：嘉园环保有限公司 统一社会信用代码：913501002605705872 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。 一、担 ...