上市企业：机器人（300024）,埃斯顿（002747）,新时达（002527）,拓斯达（300607）,汇川技术 （300124）,华中数控（300161）,佳士科技（300193）,亚威股份（002559）,拓山重工（001226）,昊志 机电（300503） 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 数据来源：国家统计局，智研咨询整理 根据国家统计局数据显示：2025年6月中国工业机器人产量为7.5万套，同比增长37.9%；2025年1-6月中 国工业机器人累计产量为36.9万套，累计增长35.6%。 相关报告：智研咨询发布的《2025-2031年中国工业机器人产业发展态势及供需形势分析报告》 ...

Company Overview - Jasic Technology's stock closed at 9.69 yuan on August 18, down 1.42% from the previous trading day [1] - The trading volume for the day was 255,800 hands, with a total transaction amount of 248 million yuan [1] - The company specializes in the research, production, and sales of welding and cutting equipment, which are widely used in machinery manufacturing, construction engineering, and energy chemical industries [1] Industry Insights - Jasic Technology operates within the general equipment manufacturing industry, with its registered location in Shenzhen, Guangdong Province [1] Shareholder Activity - Recent data shows that pension funds increased their holdings in Jasic Technology by 8.3859 million shares in the second quarter, representing a 20.06% increase compared to the previous quarter [1] - Jasic Technology ranks fourth in terms of shareholding volume among the 19 stocks held by pension funds, with the pension holdings accounting for 2.00% of the circulating shares [1]

Core Viewpoint - Jiashe Technology (300193.SZ) reported its 2025 semi-annual results, highlighting an increase in institutional investor holdings and the presence of public funds and pension funds in its shareholder structure [1] Institutional Holdings - As of August 15, 2025, six institutional investors disclosed holdings in Jiashe Technology, totaling 61.45 million shares, which represents 12.90% of the company's total share capital [1] - The institutional investor group includes Shenzhen Qianxin Heng Investment Development Co., Ltd., Shenzhen Qianhai Yongcheng Asset Management Co., Ltd. - Yongcheng No. 1 Securities Private Fund, and others [1] - Compared to the previous quarter, the total institutional holding percentage increased by 0.26 percentage points [1] Public Funds - Four public funds were disclosed this period, which were not reported in the previous quarter, including Anxin Quantitative CSI 300 Enhanced A and others [1] Pension Funds - One pension fund increased its holdings compared to the previous period, specifically the Basic Pension Insurance Fund 1003 Combination, with an increase in holding percentage of 0.3% [1]

证券代码：300193 证券简称：佳士科技 公告编号：2025-035 非标准审计意见提示 □适用 √不适用 董事会审议的报告期利润分配预案或公积金转增股本预案 公司计划不派发现金红利，不送红股，不以公积金转增股本。 董事会决议通过的本报告期优先股利润分配预案 □适用 √不适用 一、重要提示 本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规划，投 资者应当到证监会指定媒体仔细阅读半年度报告全文。 所有董事均已出席了审议本报告的董事会会议。 □适用 √不适用 二、公司基本情况 1、公司简介 ■ 2、主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 √否 ■ 3、公司股东数量及持股情况 单位：股 □是 √否 4、控股股东或实际控制人变更情况 控股股东报告期内变更 □适用 √不适用 公司报告期内无控股股东。 ■ 持股5%以上股东、前10名股东及前10名无限售流通股股东参与转融通业务出借股份情况 □适用 √不适用 前10名股东及前10名无限售流通股股东因转融通出借/归还原因导致较上期发生变化 □适用 √不适用 公司是否具有表决权差异安排 实际控制人报告期内变更 ...

证券代码：300193 证券简称：佳士科技 公告编号：2025-036 （2）网络投票时间：通过深圳证券交易所交易系统进行网络投票的具体时 间为 2025 年 9 月 1 日 9:15-9:25，9:30-11:30，13:00-15:00；通过深圳证券交易所 互联网投票系统投票的具体时间为 2025 年 9 月 1 日 9:15 至 15:00 的任意时间。 （1）于股权登记日下午收市时在中国结算深圳分公司登记在册的公司全体 有表决权股份的股东均有权出席股东大会，并可以以书面形式委托代理人出席会 议和参加表决，该股东代理人不必是本公司股东； （2）公司董事、监事和高级管理人员； 深圳市佳士科技股份有限公司 关于召开 2025 年第三次临时股东大会的通知 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。 根据深圳市佳士科技股份有限公司（以下简称"公司"）于 2025 年 8 月 14 日召开的第六届董事会第五次会议决议，董事会决定召集召开 2025 年第三次临 时股东大会，具体通知如下： 一、召开会议的基本情况 所创业板股票上市规则》《深圳证券交易所上市公司自律 ...

Core Viewpoint - The company reported a decline in revenue and net profit for the first half of 2025, attributed to increased market competition and economic uncertainties, while maintaining its position as a leading manufacturer in the welding and cutting equipment industry [4][10]. Company Overview and Financial Indicators - Company Name: Shenzhen Jasic Technology Co., Ltd. - Stock Code: 300193 - Total Assets: 2,965,920,474.63 RMB, down 2.43% from the previous year [3]. - Net Assets: 2,250,485,927.66 RMB, up 0.61% from the previous year [3]. Financial Performance - Revenue: 604,742,501.22 RMB, a decrease of 6.31% compared to the same period last year [3][4]. - Net Profit: 106,242,445.02 RMB, down 20.02% year-on-year [3][4]. - Basic Earnings Per Share: 0.22 RMB, a decline of 21.43% from the previous year [3][4]. - Operating Cash Flow: 3,225,380.93 RMB, a significant drop of 95.82% compared to the previous year [3][4]. Business Operations - The company specializes in the research, production, and sales of welding and cutting equipment, including a wide range of welding machines and accessories [5][12]. - The company employs an authorized distributor sales model, with a global network of distributors [5][12]. Industry Development - The welding and cutting equipment manufacturing industry is experiencing a slowdown in growth due to macroeconomic fluctuations and intensified competition [10][11]. - The industry is shifting towards smart and green manufacturing, with increasing demand for high-precision and high-performance welding equipment driven by emerging sectors like new energy and aerospace [11][12]. Competitive Position - The company is recognized as a leading player in the domestic welding equipment market, leveraging strong technological innovation and a comprehensive product range to establish competitive barriers [12][13]. - The company aims to expand its presence in the high-end welding equipment market while maintaining its leadership in the general welding machine sector [12][13].

Core Viewpoint - The company reported a decline in revenue and net profit for the first half of 2025 compared to the same period in the previous year, indicating potential challenges in its financial performance [1][2]. Financial Performance - Revenue for the reporting period was approximately 604.74 million yuan, a decrease of 6.31% from 645.50 million yuan in the same period last year [1]. - Net profit attributable to shareholders was approximately 106.24 million yuan, down 20.02% from 132.83 million yuan year-on-year [1]. - The net profit after deducting non-recurring gains and losses was not specified, but the cash flow from operating activities saw a significant decline of 95.82%, dropping to approximately 3.23 million yuan from 77.23 million yuan [1]. - Basic and diluted earnings per share were both 0.22 yuan, representing a decrease of 21.43% from 0.28 yuan [1]. - The weighted average return on net assets was 4.70%, down from 5.67%, a decline of 0.97% [1]. Asset and Equity Position - Total assets at the end of the reporting period were approximately 2.97 billion yuan, a decrease of 2.43% from 3.04 billion yuan at the end of the previous year [2]. - Net assets attributable to shareholders were approximately 2.25 billion yuan, showing a slight increase of 0.61% from 2.24 billion yuan [2]. Shareholder Information - The company did not distribute cash dividends or issue bonus shares during the reporting period [1]. - The top shareholder, Pan Lei, holds 15.16% of the shares, followed by Xu Aiping with 9.88% [2]. Corporate Governance - The company appointed new independent directors and a board member during the reporting period, indicating ongoing governance changes [3].

证券代码：300193 证券简称：佳士科技 公告编号：2025-033 深圳市佳士科技股份有限公司 第六届董事会第五次会议决议公告 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、 董事会会议召开情况 深圳市佳士科技股份有限公司（以下简称"公司"）第六届董事会第五次会 议于 2025 年 8 月 14 日（星期四）15:00 以腾讯会议方式召开，会议通知已于 2025 年 8 月 4 日以邮件形式送达全体董事、监事和高级管理人员。会议由董事长潘磊 先生主持，应出席董事 8 名，实际出席董事 8 名，全部监事和高级管理人员列席 会议。本次会议的召集、召开符合《中华人民共和国公司法》《深圳证券交易所 创业板股票上市规则》《深圳证券交易所上市公司自律监管指引第 2 号—创业板 上市公司规范运作》等法律、行政法规、部门规章、规范性文件及《公司章程》 的有关规定。 二、 董事会会议审议情况 经与会董事充分讨论，本次会议审议通过了如下议案： 与会董事认真审议了公司编制的《2025 年半年度报告》及《2025 年半年度 报告摘要》，一致认为报告内容真实、准确、完整地反映 ...

Group 1 - The core point of the article is that Jia Shi Technology reported a decline in both revenue and net profit for the first half of 2025, indicating potential challenges in its financial performance [1] Group 2 - The company achieved operating revenue of 604,742,501.22 yuan for the first half of 2025, representing a year-on-year decrease of 6.31% [1] - The net profit attributable to shareholders of the listed company was 106,242,445.02 yuan, which reflects a year-on-year decline of 20.02% [1]

Core Viewpoint - The announcement from Jia Shi Technology indicates that the company's sixth board meeting has approved multiple resolutions, including the summary of the resolutions [2] Group 1 - The sixth board meeting of Jia Shi Technology was held on August 15, where several resolutions were reviewed and approved [2]