深圳机器人全产业链接会集结了一批机器人"顶流"企业。 深圳商报首席记者 陈小慧 这几天的深圳，集结了一批机器人"顶流"企业，上演了一场现实版的"机器人总动员"。4月26日，为期3 天的机器人全产业链接会（FAIR plus 2025）在深圳圆满闭幕。记者获悉，本次活动观展近3.5万人次， 成功打造了集新品发布、产品呈现、产业展览、技术交流、学术研讨、供需对接于一体的国际级机器人 合作交流盛会。 本次活动由深圳市工业和信息化局、中国科学院深圳先进技术研究院指导，深圳市机器人协会主办， 以"智启未来、链动全球"为主题。作为深圳市内举办的机器人产业规模最大、品类最多的最新成果展， 本次活动成为揭示深圳机器人产业"创新密码"的重要窗口，全方位展示了深圳良好的机器人产业发展生 态，引领具身智能机器人产业发展新浪潮。 此外，据不完全统计，本次链接会累计促成近50家揭榜单位与发榜单位达成意向合作，涉及金额6000余 万元，成功推动产业上下游交流合作和机器人产品在多个实际场景中的落地应用。 多家展商发布新品 "链"接产业上下游 200余家机器人"论剑" 记者了解到，本次活动吸引了机器人产业链上下游企业积极参展，共计200余家 ...

车规级氮化镓技术， 成为本次车展的一大亮点： 插播： 英诺赛科、能华半导体、致能半导体、京东方华灿光电、镓奥科技、 鸿成半导体、中科 无线半导体等已确认参编《2024-2025氮化镓（GaN）产业调研白皮书》，参编咨询请联系许 若冰（hangjiashuo999）。 在上海车展上，各大汽车厂商的车型无疑是观众关注的焦点，然而，汇川联合动力、 联合电子、 浩思动力三家 核心零部件厂商也展出了最新的 汇川联合动力：展示 6.6 kW GaN车载二合一电源产品，实现 96%充电效率和4.8 kW/L整机功率密度； 联合电子：首发 超级氮化镓车载充电机， 拥有6.8kW/L最高功率密度，96%满载效率； 浩思动力： Gemini小型增程器的发电系统采用 GaN芯片， 系统整体效率提升2%。 汇川联合动力： 展示车载GaN电源 本次展会， 汇川联合动力带来 50余款最新技术及产品，包括氮化镓车载电源、 PA5T极致效率总成等。 其中， 6.6 kW GaN车载二合一电源产品 将车载充电器（OBC）与车载直流变换器（DCDC）集成，采用GaN功率器件，达到了业内领先的 96%充电效率和4.8 kW/L整机功率密度，且 整 ...

Core Points - The China A-shares market showed mixed performance with the CN Industrial Comprehensive Index closing at 2306.63 points, reflecting a decline of 7.42% over the past month, 1.74% over the past three months, and 3.58% year-to-date [1] Group 1: Index Overview - The CN Industrial Comprehensive Index is designed to reflect the overall performance of different industry securities from mainland Chinese enterprises, classified according to the China Securities Index industry classification standard [1] - The index is based on a starting point of 1000.0 points as of December 31, 2004 [1] Group 2: Index Holdings - The top ten weighted stocks in the CN Industrial Comprehensive Index include CATL (6.13%), Beijing-Shanghai High-Speed Railway (1.72%), and others such as Huichuan Technology (1.38%) and Sany Heavy Industry (1.14%) [1] - The index's market segment distribution shows that the Shenzhen Stock Exchange accounts for 47.03%, while the Shanghai Stock Exchange accounts for 45.33% [2] Group 3: Industry Composition - The industry composition of the CN Industrial Comprehensive Index indicates that machinery manufacturing constitutes 29.03%, followed by electric power equipment at 28.24% and transportation at 14.11% [2] - Other notable sectors include construction decoration (9.83%), aerospace and defense (8.17%), and environmental protection (3.82%) [2] Group 4: Sample Adjustment - The index samples are adjusted biannually, specifically on the second Friday of June and December, with provisions for temporary adjustments under special circumstances [3] - Adjustments occur when there are changes in the industry classification of sample companies or when companies are delisted [3]

Group 1 - The A-share market's three major indices closed mixed, with the CSI 300 Capital Goods Index at 3459.62 points, reflecting a decline of 7.36% over the past month, 4.91% over the past three months, and 8.16% year-to-date [1] - The CSI 300 Capital Goods Index is composed of listed companies in the capital goods sector selected from the CSI 300 Index, aiming to represent the overall performance of these companies [1] - The index's top ten weightings include CATL (22.21%), Huichuan Technology (4.91%), China State Construction (4.08%), Sany Heavy Industry (4.01%), and others, indicating a concentration in a few key players [1] Group 2 - The CSI 300 Capital Goods Index has a market composition of 50.57% from the Shenzhen Stock Exchange and 49.43% from the Shanghai Stock Exchange, showing a balanced representation between the two exchanges [1] - In terms of industry composition, the index is heavily weighted towards power equipment (49.09%), followed by machinery manufacturing (28.23%), construction decoration (15.52%), and aerospace and defense (7.16%) [1] - The index sample is adjusted biannually, with changes implemented on the next trading day after the second Friday of June and December, ensuring that the index remains reflective of the current market conditions [2]

金融界4月24日消息，A股三大指数收盘涨跌不一，中证城镇交通指数 (城镇交通，H30140)报2307.55 点。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将其从指数样 本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。 从指数持仓来看，中证城镇交通指数十大权重分别为：比亚迪（12.97%）、汇川技术（5.32%）、赛力 斯（4.07%）、海康威视（4.05%）、中兴通讯（3.98%）、国电南瑞（3.54%）、中国中车（3.27%）、 上汽集团（2.75%）、长安汽车（2.37%）、江淮汽车（2.33%）。 从中证城镇交通指数持仓的市场板块来看，深圳证券交易所占比60.23%、上海证券交易所占比 39.77%。 从中证城镇交通指数持仓样本的行业来看，工业占比40.14%、可选消费占比28.98%、信息技术占比 16.08%、通信服务占比8.40%、原材料占比6.2 ...

Market Overview - On April 23, the Shanghai Composite Index decreased by 0.1%, while the CSI 300 rose by 0.08%. The STAR Market 50 fell by 0.35%, the CSI 1000 increased by 0.59%, and the ChiNext Index rose by 1.08%. The Hang Seng Index saw a gain of 2.37% [4] - The best-performing industries on April 23 were automotive (+3.21%), machinery equipment (+2.47%), telecommunications (+1.73%), electric power equipment (+1.18%), and electronics (+0.91%). The worst-performing industries included retail (-1.85%), agriculture, forestry, animal husbandry, and fishery (-1.39%), real estate (-1.38%), non-ferrous metals (-1.26%), and beauty care (-0.95%) [4] - The total trading volume for the entire A-share market on April 23 was 12,624.62 billion yuan, with net outflow of southbound funds amounting to 9.905 billion HKD [4] Important Recommendations Greenfield Machinery (605259) - The company is recognized as a hidden leader in high-pressure cleaning machines, with growth driven by the recovery of overseas non-US demand and an increase in market share [5] - Key points include: - Overseas demand and domestic market penetration rates for high-pressure cleaning machines have exceeded expectations [5] - Revenue projections for 2024-2026 are 2,092 million, 2,848 million, and 3,671 million yuan, with growth rates of 28.64%, 36.12%, and 28.88% respectively. Net profit is expected to be 193 million, 257 million, and 311 million yuan, with growth rates of 7.07%, 33.19%, and 21.21% [5] - Catalysts for growth include unexpected demand from Europe or emerging markets and the release of production capacity [5] Huichuan Technology (300124) - The company is positioned as a leader in industrial control, with its humanoid robot business opening new growth avenues [7] - Key points include: - The industrial control cycle is expected to recover, and the new energy vehicle business is entering a profit-contributing phase [7] - Revenue forecasts for 2024-2026 are 37,574 million, 45,456 million, and 54,600 million yuan, with growth rates of 24%, 21%, and 20% respectively. Net profit is projected to be 4,922 million, 5,827 million, and 6,928 million yuan, with growth rates of 4%, 18%, and 19% [8] - Catalysts for growth include the recovery of the manufacturing sector and accelerated commercialization of humanoid robots [8] Important Insights Giant Star Technology (002444) - The company has shown impressive operational quality, and its capacity restructuring is expected to lead to a new round of valuation reconstruction [9] - Investment opportunities include: - The comparative advantage of overseas capacity and the scarcity of resources in the tool industry, particularly in Southeast Asia [9] - Catalysts for growth include unexpected overseas capacity construction, easing trade tensions, and resilient end-demand [9]

证券研究报告 | 公司深度 | 自动化设备 1）场景优势：公司作为工控龙头，具有 40 多个行业的 Know-how，贴近一线下 游客户的真实需求，而这正是目前产业发展中最稀缺的一环，谁能先找到应用场 景，谁就能先进入产品开发-验证-迭代-量产的正循环。 2）平台优势：基于公司现有的电机、电压产品等技术平台，针对人形机器人轻 量化和高精度等需求进行定制化开发具备较高的确定性。相较于单一零部件生产 制造商，公司具备系统定义和集成能力。 ❑ 盈利预测与估值 短期，工控周期筑底，有望回升，新能源车业务进入收获期，稳步贡献利润；长 期，公司"战略力+产品力+组织力"持续发挥优势，国产替代加速，人形机器人 打开成长空间，有望再造一个汇川。预计公司未来三年营业收入为 376/455/546 亿元，归母净利润为 49/58/69 亿元，同比增长 4%/18%/19% 。EPS 分别为 1.8、 2.2、2.6 元。 ❑ 风险提示：制造业复苏不及预期；新能源汽车市场竞争加剧；产品技术开发进 度不及预期；人形机器人商业化进展不及预期。 工控龙头，人形机器人业务打开空间 ——汇川技术深度报告 投资要点 ❑ 我们认为公司在人形机器 ...

证券代码：300124 证券简称：汇川技术 公告编号：2025-007 深圳市汇川技术股份有限公司 关于召开 2024 年度暨 2025 年第一季度业绩说明会的公告 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。 深圳市汇川技术股份有限公司（以下简称"公司"）拟于2025年4月29日披露《2024 年年度报告》和《2025年第一季度报告》，为使投资者能够进一步了解公司经营成果、 财务状况，公司拟召开业绩说明会，现将具体情况公告如下： 一、业绩说明会安排 （一）召开时间：2025年4月29日（星期二）15:00-17:00。 （二）出席人员：公司董事长、总裁朱兴明先生，董事、副总裁、董事会秘书宋君 恩先生，独立董事黄培先生，财务总监刘迎新女士。 （三）交流内容：公司将针对2024年度及2025年第一季度经营成果、财务指标等与 投资者进行交流，并对投资者普遍关注的问题进行回答。 （四）召开方式：线上会议，本次会议主要以中文方式进行，配有英文同声传译， 投资者可通过语音和文字方式在线参与本次业绩说明会。 （五）报名及参会方式： 1.中文会议 2.英文会议 （1）网络 ...

创业板指的个股、行业和风格的风险敞口较大，高成长高弹性特征显著。2012年以来，创业板指最大上 涨达570%，最大回撤逾70%，在宽基中具有较高的弹性空间和成长性。 创业板100ETF华夏（159957）管理费率0.15%，托管费率0.05%，为同类产品场内最低水平，助力投资 者低费率布局创业板。 数据显示，截至2025年3月31日，创业板指数(399006)前十大权重股分别为宁德时代(300750)、东方财富 (300059)、汇川技术(300124)、迈瑞医疗(300760)、阳光电源(300274)、温氏股份(300498)、中际旭创 (300308)、新易盛(300502)、亿纬锂能（维权）(300014)、爱尔眼科(300015)，前十大权重股合计占比 50.27%。 MACD金叉信号形成，这些股涨势不错！ ETF方面，截至收盘，创业板100ETF华夏(159957)下跌0.16%，最新报价1.26元，收盘成交额已达 2322.62万元，换手率1.33%。 资金流入方面，创业板100ETF华夏近10个交易日内，合计"吸金"2864.16万元。 值得注意的是，该基金跟踪的创业板指数估值处于历史低位，最 ...

Group 1 - The ChiNext 50 Index (399673) has decreased by 0.43% as of April 22, 2025, with mixed performance among constituent stocks [1] - Nanda Optoelectronics (300346) led the gains with an increase of 4.40%, while Zhifei Biological (300122) experienced the largest decline at 7.09% [1] - The ChiNext 50 ETF (159367) has seen a slight decrease of 0.45%, with the latest price at 0.89 yuan [1] Group 2 - The ChiNext 50 ETF closely tracks the ChiNext 50 Index, which consists of the 50 stocks with the highest average daily trading volume in the ChiNext market [2] - As of March 31, 2025, the top ten weighted stocks in the ChiNext 50 Index account for 64.18% of the index, with CATL (300750) having the highest weight at 24.47% [2][4] - The top ten stocks include notable companies such as Mindray Medical (300760) and Yongsun Electric (300274) [4] Group 3 - The ChiNext 50 ETF has a management fee rate of 0.15% and a custody fee rate of 0.05%, which are the lowest among comparable funds [1] - The index's valuation is at a historical low, with a price-to-book ratio (PB) of 4.35, lower than 85.48% of the time over the past five years, indicating strong valuation attractiveness [1] - The ETF has shown a cumulative increase of 1.25% over the past week, ranking 1 out of 9 among comparable funds [1]