（原标题：汇川技术(300124.SZ)：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） 格隆汇8月15日丨汇川技术(300124.SZ)公布，2021年9月23日，深圳市汇川技术股份有限公司披露了《关于实际控制人权益变动的提示性公告》， 公司实际控制人朱兴明先生与其女儿朱瀚玥女士于2021年9月18日签署了《赠与协议》，朱兴明先生为体现对女儿的关爱，将其直接持有的公司股 票20,602,113股（占公司总股本比例0.76%），及公司第一大股东深圳市汇川投资有限公司21.7029%股权的全部财产权益无偿赠与朱瀚玥女士。朱 瀚玥女士在《赠与协议》中承诺，因受赠股票及受赠股权而取得的表决权，将无条件委托给朱兴明先生行使。前述汇川投资21.7029%股权已于 2022年完成过户登记。 为履行《赠与协议》，朱兴明先生于2024年12月9日至2024年12月12日，以大宗交易的方式向朱瀚玥女士转让公司股票11,000,000股（占公司总股 本比例0.41%），由于上市公司董事、高管人员股份锁定比例限制等原因，剩余股份无法在当年完成转让。 为继续履行《赠与协议》，朱兴明先生计划自202 ...

Core Viewpoint - The China Securities New Energy Vehicle Index (CS New Energy Vehicle, 399976) has shown a positive performance, with a recent increase of 2.16% and significant gains over the past month, three months, and year-to-date [1][2]. Group 1: Index Performance - The CS New Energy Vehicle Index has increased by 6.20% over the past month, 5.90% over the past three months, and 11.68% year-to-date [2]. - The index closed at 3278.87 points with a trading volume of 55.015 billion yuan [1]. Group 2: Index Composition - The top ten weighted companies in the CS New Energy Vehicle Index are: CATL (10.3%), Huichuan Technology (9.36%), BYD (8.29%), Changan Automobile (4.77%), Sanhua Intelligent Control (4.54%), Huayou Cobalt (4.42%), Yiwei Lithium Energy (4.16%), Tianqi Lithium (3.32%), Ganfeng Lithium (3.19%), and Gree Environmental (2.52%) [2]. - The index's holdings are primarily listed on the Shenzhen Stock Exchange (83.85%), followed by the Shanghai Stock Exchange (15.60%) and the Beijing Stock Exchange (0.55%) [2]. Group 3: Industry Breakdown - The industry composition of the index holdings includes: Industrial sector (58.51%), Consumer Discretionary (22.72%), Materials (17.64%), and Information Technology (1.14%) [2]. Group 4: Index Adjustment Mechanism - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [3]. - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [3].

行家说储能 8月13日，在第四届中国国际储能展览会（EESA）上， 汇 川技术以"汇川工业零碳方程式：1+4+X =0 (zero carbon)"为主题亮相现场，并正式发布工业零碳战略， 成 为展会首日焦点。 ▋ 解码 "汇川工业零碳方程式" 据了解，汇川零碳方程式"1+4+X=0"（Zero Carbon）即1个生态合作架构、4个流（能源流、工艺流、信息流、装备流）、X个行业、0即零碳。未来，该战略将通过 装备流、工艺流、能源流、信息流四维协同，构建"双漏斗"生态体系，推动工业自动化与能源管理深度融合。 图说：汇川技术能源重工业总裁郭立鹏、天津钢铁集团能源环保部专员殷宏、沃太能源董事长袁宏亮、储能领跑者联盟理事长杜笑天、汇川技术能源产品和解决方案总裁冷严 冬共同启动战略蓝图。 展会首日， 作为工业自动化与能源管理领域的领先企业， 汇川技术能源重工业总裁郭立鹏亲临现场，发布"1+4+X=0"工业零碳战略并强调， 高耗能企业在实现低 碳转型的过程中，应着重利用自动化和工艺技术来优化能源使用，这也是汇川技术在数字化和低碳化转型中的核心策略。 据了解，在工商业储能方面，汇川技术早在2024年发布了All-liqc ...

证券代码：300124 证券简称：汇川技术 公告编号：2025-036 深圳市汇川技术股份有限公司 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 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： 2021 年 9 月 23 日，深圳市汇川技术股份有限公司（以下简称"公司"）披 露了《关于实际控制人权益变动的提示性公告》，公司实际控制人朱兴明先生与 其女儿朱瀚玥女士于 2021 年 9 月 18 日签署了《赠与协议》，朱兴明先生为体现 对女儿的关爱，将其直接持有的公司股票 20,602,113 股（占公司总股本比例 0.76%），及公司第一大股东深圳市汇川投资有限公司 21.7029%股权的全部财产 权益无偿赠与朱瀚玥女士。朱瀚玥女士在《赠与协议》中承诺，因受赠股票及受 赠股权而取得的表决权，将无条件委托给朱兴明先生行使。前述汇川投资 21.7029% 股权已于 2022 年完成过户登记。 为履行《赠与协议》 ...

Investment Rating - The report maintains a "Market Weight" rating for the mechanical equipment industry, indicating that the industry index is expected to perform within ±10% of the market index over the next six months [44]. Core Insights - In July 2025, excavator sales showed a trend of "not weak in the off-season," with domestic and overseas demand remaining strong, supporting long-term domestic demand due to the gradual implementation of major domestic projects [4][41]. - The mechanical equipment sector has outperformed the CSI 300 index, with a year-to-date increase of 23.25%, surpassing the index by 17.19 percentage points [5][13]. - The report highlights the positive impact of government subsidies for robots and the opening of the World Robot Conference, which is expected to stimulate the robotics sector [4][41]. Summary by Sections Market Review - As of August 14, 2025, the mechanical equipment industry has increased by 6.72% in the past two weeks, ranking third among 31 sectors [5][13]. - The specialized equipment sector showed the highest increase of 7.76%, followed by general equipment at 7.48% and automation equipment at 7.25% [19][21]. Valuation Situation - The current PE ratio for the mechanical equipment sector is 30.34, with specialized equipment at 30.28 and general equipment at 39.11 [23][24]. - The report indicates that the current valuation is 15.79% higher than the one-year average for the mechanical equipment sector [23]. Data Updates - In July 2025, major manufacturers sold 17,138 excavators, a year-on-year increase of 25.19%, with domestic sales up 17.20% and exports up 31.87% [39]. Industry News - The establishment of the New Tibet Railway and the promotion of intelligent robotics in cities like Beijing and Shanghai are expected to enhance infrastructure and robotics development [39]. Company Announcements - Companies such as SANY Heavy Industry and Hengli Hydraulic are highlighted for their strong market positions and expected growth due to increased domestic demand for excavators and hydraulic components [42].

Core Viewpoint - The ChiNext Index has shown strong upward momentum, primarily driven by gains in the fintech and new energy sectors, supported by favorable policy news and increased market activity [4]. Group 1: Market Performance - As of August 15, 2025, the ChiNext Index (399006) rose by 2.62%, with significant gains from constituent stocks such as Guiding Compass (300803) up 20.00% and Tonghuashun (300033) up 17.17% [3]. - The ChiNext ETF (159908) increased by 2.66%, closing at 2.35 yuan, and has seen a cumulative rise of 5.28% over the past week [3]. - The trading volume for the ChiNext ETF reached 41.38 million yuan, with a turnover rate of 2.66% [3]. Group 2: Sector Contributions - The strong performance of the ChiNext Index is attributed to the fintech and new energy sectors, with stocks like Guiding Compass and Tonghuashun experiencing significant price surges of 16.23% and 14.39%, respectively [4]. - The new energy photovoltaic sector is also benefiting from supply shortages and price increases, with stocks like Jiejia Weichuang and Feilihua showing notable gains [4]. Group 3: ETF Characteristics - The ChiNext ETF (159908) has a current scale of 1.528 billion yuan and has seen continuous leverage funding, with a latest financing buy amount of 1.9993 million yuan and a financing balance of 7.9275 million yuan [4]. - The ETF has demonstrated a net value increase of 0.04% over the past five years, with a maximum monthly return of 37.39% since inception [5]. - The management fee for the ChiNext ETF is 0.15%, and the tracking error over the past ten years is 0.061%, indicating high tracking precision compared to similar funds [5].

Group 1 - Multiple regions in China have recently suspended the acceptance of automobile replacement subsidy applications, while scrapping and updating subsidies continue to be processed [1] - The personal consumption loan interest subsidy policy, which will soon be launched, includes the automotive consumption sector [1] - In July 2025, China's new energy vehicle (NEV) production and sales reached 1.243 million and 1.262 million units, respectively, representing year-on-year growth of 26.3% and 27.4% [1] - From January to July 2025, NEV production and sales totaled 8.232 million and 8.22 million units, with year-on-year growth of 39.2% and 38.5% [1] - The penetration rate of NEVs continues to rise, with July's new NEV sales accounting for 48.7% of total new vehicle sales, a significant increase from the previous year [1] - NEV exports showed strong growth, with July exports reaching 225,000 units, a year-on-year increase of 120%, and cumulative exports from January to July totaling 1.308 million units, up 84.6% year-on-year [1] - The NEV market is expected to maintain high prosperity due to the ongoing effects of the trade-in policy and the launch of new models [1] Group 2 - As of August 15, 2025, the CSI New Energy Vehicle Industry Index (930997) rose by 2.05%, with constituent stocks such as Defu Technology (301511) up 9.46% and Keda Li (002850) up 6.33% [2] - The New Energy Vehicle ETF (515700) increased by 2.12%, with a latest price of 1.83 yuan [2] - The New Energy Vehicle ETF saw a turnover of 2.48% during the trading session, with a transaction volume of 56.7886 million yuan [2] - Over the past year, the New Energy Vehicle ETF has achieved an average daily transaction volume of 66.1291 million yuan [2] - The New Energy Vehicle ETF's scale increased by 10.1297 million yuan in the past week, ranking in the top half among comparable funds [2] - Leveraged funds continue to invest, with the latest financing purchase amounting to 2.8749 million yuan and a financing balance of 45.518 million yuan [2] - The New Energy Vehicle ETF's net value increased by 50.01% over the past year [4] - The ETF has recorded a maximum monthly return of 31.51% since its inception, with the longest consecutive monthly gains being five months and a total increase of 74.13% [4] Group 3 - As of July 31, 2025, the top ten weighted stocks in the CSI New Energy Vehicle Industry Index accounted for 55.33% of the index [5] - The top weighted stocks include CATL (300750), Huichuan Technology (300124), BYD (002594), and others [5][6]

Core Viewpoint - The smart electric vehicle sector is experiencing significant growth, as evidenced by the performance of the Zhongzheng Smart Electric Vehicle Index and the related ETF, indicating strong investor interest and market momentum [2][3]. Performance Summary - As of August 15, 2025, the Zhongzheng Smart Electric Vehicle Index (H11052) rose by 1.29%, with key stocks such as Yinlun Co., Ltd. (002126) increasing by 6.52% and Keda Li (002850) by 6.00% [2]. - The Smart Car ETF Taikang (159720) saw a 0.90% increase, with a recent price of 0.68 yuan. Over the past week, it has accumulated a 2.60% increase, ranking 1/4 among comparable funds [2]. - The trading volume for the Smart Car ETF Taikang was 139.85 million yuan, with a turnover rate of 2.7%. The average daily trading volume over the past year was 156.28 million yuan [2]. Fund Performance Metrics - The net value of the Smart Car ETF Taikang increased by 38.85% over the past year. The highest monthly return since inception was 27.78%, with the longest consecutive monthly gain being 3 months and an average monthly return of 7.95% [3]. - The fund's Sharpe ratio was 1.16 as of August 8, 2025, indicating strong risk-adjusted returns [3]. - The fund's management fee is 0.50%, and the custody fee is 0.10% [3]. Tracking and Composition - The Smart Car ETF Taikang closely tracks the Zhongzheng Smart Electric Vehicle Index, which includes companies involved in various aspects of the smart electric vehicle industry, reflecting the overall performance of listed companies in this sector [3]. - As of July 31, 2025, the top ten weighted stocks in the Zhongzheng Smart Electric Vehicle Index accounted for 60.99% of the index, with companies like CATL (300750) and BYD (002594) being the largest contributors [4]. Top Holdings Performance - The top ten holdings of the Smart Car ETF Taikang and their respective performance include: - CATL (300750): +0.24%, 14.97% weight - BYD (002594): -0.17%, 13.89% weight - Luxshare Precision (002475): +0.05%, 7.13% weight - Huichuan Technology (300124): +1.01%, 4.94% weight - Omnivision Technologies (603501): +1.17%, 4.42% weight - Great Wall Motors (601633): +2.66%, 3.80% weight - iFlytek (002230): +0.66%, 3.15% weight - Changan Automobile (000625): +0.54%, 3.00% weight - Sanhua Intelligent Control (002050): +4.42%, 2.80% weight - EVE Energy (300014): +2.88%, 2.66% weight [6].

Group 1 - The core viewpoint of the articles highlights the strong performance of the robotics sector, particularly the robot ETF (159770), which has seen significant gains and inflows in recent weeks [1][2] - As of August 14, the robot ETF (159770) has accumulated over 10% growth since July 1, with a recent trading volume exceeding 2.5 billion yuan and a turnover rate of 3.51% [1] - The robot ETF (159770) has achieved a record high in both circulation scale at 70.62 billion yuan and circulation shares at 7.232 billion, leading the Shenzhen market in these metrics [1] Group 2 - The robotics sector is expected to continue its upward trend, with market confidence increasing and projections for the index to reach new highs [2] - The technology sector, particularly artificial intelligence and robotics, is viewed as a key driver of economic growth, with expectations for humanoid robot shipments to potentially double annually in the coming years [2] - The robot ETF (159770) closely tracks the CSI Robotics Index, with major holdings including companies like Huichuan Technology and iFlytek [1]

Group 1: ETF Performance - The liquidity of the Robot ETF managed by Jiashi has a turnover rate of 4.11% with a transaction volume of 22.095 million yuan [3] - Over the past year, the Robot ETF has seen a scale increase of 508 million yuan, with leveraged funds continuing to invest [3] - As of August 14, 2025, the net value of the Robot ETF has increased by 67.03%, ranking 303 out of 2961 index equity funds, placing it in the top 10.23% [3] Group 2: Top Holdings - As of July 31, 2025, the top ten weighted stocks in the CSI Robot Index include Keda Xunfei, Huichuan Technology, Stone Technology, Dahua Technology, Zhongkong Technology, Dazhu Laser, Shuanghuan Transmission, Robot, Ecovacs, and Julun Intelligent, collectively accounting for 48.86% of the index [3] Group 3: Market Sentiment and Trends - According to CITIC Securities, the humanoid robot sector has experienced a significant recovery in sentiment due to previous corrections and positive changes in the domestic and international robot industry chain [6] - The domestic industry chain is seeing breakthroughs in orders for body manufacturers, indicating that humanoid robots are gradually entering the commercialization phase [6] - Shanghai Securities notes that the humanoid robot industry is entering a phase of diverse competition, with applications in industrial scenarios becoming a high-certainty trend [7]