证券代码：300124 证券简称：汇川技术 公告编号：2025-059 深圳市汇川技术股份有限公司 关于公司实际控制人履行《赠与协议》暨实际控制人与其一 致行动人之间剩余股份内部转让实施完成的公告 本公司实际控制人朱兴明先生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。 特别提示： 2025 年 8 月 15 日，深圳市汇川技术股份有限公司（以下简称"公司"）披 露了《关于公司实际控制人推进<赠与协议>剩余股份转让暨实际控制人与其一 致行动人之间内部转让股份计划的提示性公告》（公告编号：2025-036），实际控 制人朱兴明先生为继续履行《赠与协议》，计划自 2025 年 9 月 6 日至 2025 年 12 月 5 日以大宗交易方式向朱瀚玥女士转让公司股份不超过 9,602,113 股，占公司 总股本比例 0.36%（本公告中的持股比例均根据 2025 年 9 月 15 日收市后，剔除 公司回购专用账户中股份数量后的总股本计算）。 本次股份转让属于公司实际控制人及其一致行动人之间进行的内部转让， 不涉及 ...

Group 1 - Xiaomi automotive concept stocks rose by 2.75%, ranking 9th among concept sectors, with 94 stocks increasing in value [1] - Notable gainers include Meilixin with a 20% increase, and Wanxiang Qianchao, Mould Technology, and Yinlun Co., all hitting the daily limit [1] - The top gainers in the sector also include Kaiter Co., Jingzhuang Technology, and Haitai Technology, with increases of 14.75%, 12.50%, and 9.82% respectively [1] Group 2 - The Xiaomi automotive concept sector saw a net inflow of 1.182 billion yuan, with 46 stocks receiving net inflows, and 9 stocks exceeding 100 million yuan in net inflow [2] - Top net inflow stocks include Top Group with 498 million yuan, followed by Huichuan Technology, Yinlun Co., and Mould Technology with 331 million yuan, 279 million yuan, and 169 million yuan respectively [2][3] - The net inflow ratios for Yinlun Co., Mould Technology, and Sixuan New Materials were 23.27%, 18.54%, and 11.29% respectively [3] Group 3 - The concept sector's performance was mixed, with the top gainers being decelerators at 3.72% and humanoid robots at 3.58%, while the pork sector declined by 1.93% [2] - Other notable sectors include automotive thermal management at 3.28% and integrated die-casting at 3.12% [2] - The overall market sentiment appears to favor sectors related to technology and automotive, while traditional sectors like pork and poultry are experiencing declines [2]

Market Performance - The integrated die-casting concept rose by 3.12%, ranking fourth among concept sectors, with 43 stocks increasing in value [1] - Notable gainers included Meilixin with a 20% limit-up, Rongtai Co., Changyuan Donggu, and Aikedi, all hitting the limit-up as well [1] - Leading stocks in terms of percentage increase included Xusheng Group, Top Group, and Duoli Technology, which rose by 8.29%, 7.67%, and 6.42% respectively [1] Capital Flow - The integrated die-casting sector saw a net inflow of 1.523 billion yuan, with 32 stocks receiving net inflows from major funds [2] - Top Group led the net inflow with 498 million yuan, followed by Huichuan Technology, Shengli Precision, and Genesis with net inflows of 331 million yuan, 227 million yuan, and 143 million yuan respectively [2] - Stocks with the highest net inflow ratios included Changyuan Donggu, Shengli Precision, and Furan De, with ratios of 15.55%, 14.57%, and 13.14% respectively [3] Stock Performance - Top Group had a daily increase of 7.67% with a turnover rate of 6.92% and a net inflow of 497.98 million yuan [3] - Huichuan Technology increased by 4.17% with a net inflow of 331.37 million yuan and a turnover rate of 3.41% [3] - Other notable performers included Aikedi with a 9.99% increase and a net inflow ratio of 13.07%, and Xusheng Group with an 8.29% increase and a net inflow ratio of 7.53% [3]

Market Overview - On September 16, the automation equipment sector rose by 3.16%, with Boke Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3861.87, up 0.04%, while the Shenzhen Component Index closed at 13063.97, up 0.45% [1] Top Performers - Boke Co., Ltd. (688160) closed at 102.78, up 12.72% with a trading volume of 57,400 shares and a transaction value of 566 million [1] - Weichuang Electric (688698) closed at 69.08, up 10.18% with a trading volume of 134,700 shares and a transaction value of 906 million [1] - Kaidi Co., Ltd. (605288) closed at 105.06, up 10.00% with a trading volume of 15,100 shares and a transaction value of 15.7 million [1] Other Notable Stocks - Junpu Intelligent (688306) closed at 12.82, up 9.20% with a trading volume of 158,740 shares and a transaction value of 739 million [1] - Dazhu Laser (002008) closed at 40.37, up 7.28% with a trading volume of 757,500 shares and a transaction value of 3 billion [1] Market Capital Flow - The automation equipment sector saw a net inflow of 1.163 billion in main funds, while retail funds experienced a net outflow of 578 million [2][3] - The main funds' net inflow for Huichuan Technology (300124) was 359 million, while retail funds saw a net outflow of 214 million [3] Sector Performance - The overall performance of the automation equipment sector indicates strong investor interest, particularly in leading companies like Boke Co., Ltd. and Weichuang Electric, which have shown significant price increases and trading volumes [1][2]

Group 1 - The global robotics market continues to grow rapidly, with sales increasing from $34.3 billion in 2020 to an estimated $66 billion by 2024, reflecting a compound annual growth rate (CAGR) of 17.8% [1] - China's robotics market is also expanding, with the overall market size projected to grow from $17.4 billion in 2020 to $47 billion by 2024, achieving a CAGR of 14.3% [1] Group 2 - The competitive landscape in the global industrial robot manufacturing sector is becoming more diversified, with established players like ABB, FANUC, YASKAWA, and KUKA maintaining a strong position in the high-end market [2] - Domestic manufacturers in China are gaining market share through continuous product upgrades, localized supply chains, rapid service response, and flexible pricing strategies, contributing to the globalization of the robotics market [2] Group 3 - Humanoid robots are versatile and can be applied in various fields such as manufacturing, social services, and specialized operations, with the global humanoid robot market expected to grow from $2.16 billion in 2023 to $20.6 billion by 2028, representing a CAGR of 57% [2] - China has developed a comprehensive industrial chain that includes upstream components, midstream manufacturing, and downstream applications, although it is still in the optimization phase due to limited commercialization and non-standardized key technology selection [3] Group 4 - Investment recommendations include focusing on companies like Huichuan Technology and Shuanghuan Transmission [4]

行情回顾及主要观点： 上周A股市场整体呈现上涨态势，主要指数均实现反弹：上证综指涨1.5%，深证成指涨2.6%，创业板50 指数涨1.9%，科创50涨5.5%，显示出成长风格的强劲表现。交易面，上周A股日均成交额在2.3万亿元 左右，较前一周小幅降温。市场热点在机器人、固态电池、芯片、黄金、算力硬件、CPO、PCB、液冷 服务器、油气、影视院线等板块间快速轮动，呈现持续活跃与回落交替的特征。建议关注科技成长类资 产与周期行业轮动机会，如受益于电池、光伏、智能驾驶新政的新能源板块。 创业板50指数（399673.SZ）权重行业观点： 工业和信息化部等八部门近日印发了《汽车行业稳增长工作方案（2025—2026 年）》。《工作方案》 提出，2025年，力争实现全年汽车销量3230万辆左右，同比增长约 3%，其中新能源汽车销量1550万辆 左右，同比增长约20%；汽车出口保持稳定增长；汽车制造业增加值同比增长6%左右。2026年，行业 运行保持稳中向好发展态势，产业规模和质量效益进一步提升。涵盖32%新能源光伏权重的创业板50指 数值得长期关注。 创业板为主要"三创（创新、创造、创意）四新（新技术、新产业、新业态、 ...

Group 1 - Musk plans to evaluate the AI5 chip design on Saturday and will hold a meeting next week regarding AI/autonomous driving systems, Optimus robot, and vehicle production [1] - Optimus V3 has completed its final design and is set to start mass production of one million units in 2026, featuring a 26 actuator bionic arm and AI capabilities [1] - The Miro robot is now operational at Midea's smart factory, achieving a reduction of 3 million man-hours in 2024 through its dual-arm capabilities and data processing [1] Group 2 - The Penghua Robotics ETF (159278) saw an intraday increase of nearly 5%, making it the best-performing robotics-related ETF, with a net subscription of 2 million units [1] - The National Robotics Industry Index (980022) lists the top ten weighted stocks, which include companies like Stone Technology, Ecovacs, and Estun, accounting for 41.12% of the index [2]

Core Viewpoint - The smart vehicle ETF, TaiKang (159720), is experiencing a significant upward trend driven by policy, technology, and global market conditions, indicating a shift from "electrification" to "intelligentization" in the automotive sector [1][5]. Short-term Driving Logic - Policy expectations have been fulfilled with clear guidelines on L3 access trials and energy storage targets, reducing market uncertainty and enhancing sector valuations [2]. - Accelerated technological iterations, such as breakthroughs in solid-state batteries and AI models for vehicles, validate industry growth potential and open long-term opportunities [3]. - Global benchmarks, including Tesla's Robotaxi progress and large orders from Hesai, confirm the commercial viability of smart vehicles and strengthen the global supply chain position [4]. Medium to Long-term Trends - The competitive focus is shifting from battery range to intelligent driving experiences, with software-defined vehicles becoming a core barrier to entry [5]. - The deepening of domestic substitution in critical areas like semiconductors and lidar, along with accelerated overseas expansion (e.g., localized production in Europe), is building global competitiveness [5]. Profit Model Reconstruction - Automotive companies are transitioning from "hardware sales" to "software services" (e.g., subscription-based intelligent driving), with future gross margins expected to continue rising [6]. Related Products - The smart vehicle ETF, TaiKang (159720), employs a full replication investment strategy closely tracking the CSI Smart Electric Vehicle Index, achieving a recent scale of 59.69 million yuan, a six-month high [1][7]. - The ETF's top ten holdings include leading companies in electric and smart vehicle sectors, with a combined weight of 55.33%, indicating strong alignment with the electrification and intelligentization trends [7][8]. - The ETF is positioned to benefit from the positive cycle of "technological breakthroughs - commercial implementation - scale expansion," particularly as Robotaxi operations grow and intelligent driving hardware costs decrease [7][8]. - The CSI Smart Electric Vehicle Index reflects the overall performance of listed companies in the smart electric vehicle industry, with key players like CATL and BYD establishing competitive advantages in battery technology and smart cockpit areas [9].

Company Overview - Huichuan Technology Co., Ltd. is located in Longhua District, Shenzhen, Guangdong Province, and was established on April 10, 2003. The company went public on September 28, 2010. It specializes in providing core components for industrial automation, including frequency converters, servo systems, PLC/HMI, high-performance motors, sensors, machine vision, and industrial robots. It also supplies electric drive and power systems for the new energy vehicle industry and traction and control systems for the rail transit industry [1]. Business Segmentation - The revenue composition of Huichuan Technology is as follows: 45.18% from new energy vehicles and rail transit, 42.94% from general automation, 11.25% from smart elevator electrical systems, and 0.64% from other sources [1]. Stock Performance - On September 16, Huichuan Technology's stock rose by 5.02%, reaching a price of 84.17 yuan per share, with a trading volume of 5.166 billion yuan and a turnover rate of 2.66%. The total market capitalization is approximately 227.015 billion yuan [1]. Fund Holdings - Anxin Fund has a significant position in Huichuan Technology, with its Anxin Shenzhen Technology Index (LOF) A (167506) increasing its holdings by 4,700 shares in the second quarter, totaling 171,700 shares, which represents 7.37% of the fund's net value, making it the largest holding [2]. Fund Performance - The Anxin Shenzhen Technology Index (LOF) A (167506) was established on December 6, 2019, with a current scale of 104 million yuan. Year-to-date returns are 43.83%, ranking 651 out of 4,222 in its category. Over the past year, the fund has achieved a return of 121.74%, ranking 138 out of 3,804, and since inception, it has returned 71.98% [2]. Fund Management - The fund manager of Anxin Shenzhen Technology Index (LOF) A is Qiu Jiaqing, who has been in the position for 2 years and 6 days. The total asset size of the fund is 226 million yuan, with the best return during his tenure being 30.62% and the worst being -4.32% [3].

截至9月15日，机器人ETF嘉实近1年净值上涨86.90%。从收益能力看，截至2025年9月15日，机器人ETF嘉实自成立以来，最高单月回报为25.78%，最长连 涨月数为3个月，最长连涨涨幅为37.12%，上涨月份平均收益率为9.74%。 数据显示，截至2025年8月29日，中证机器人指数前十大权重股分别为汇川技术、科大讯飞、石头科技、大华股份、中控技术、大族激光、双环传动、机器 人、云天励飞、科沃斯，前十大权重股合计占比50.36%。 截至2025年9月16日 10:48，中证机器人指数上涨0.86%，成分股双环传动上涨6.76%，伟创电气上涨6.70%，奥比中光上涨6.05%，步科股份上涨5.53%，均普 智能上涨4.68%。机器人ETF嘉实(159526)上涨0.79%。 流动性方面，机器人ETF嘉实盘中换手3.22%，成交2166.92万元。拉长时间看，截至9月15日，机器人ETF嘉实近1月日均成交5623.23万元。 资金流入方面，机器人ETF嘉实最新资金流入流出持平。拉长时间看，近5个交易日内，合计"吸金"2673.69万元。 | 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | ...