证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交8.54亿元，其中，买入成交额为4.50亿 元，卖出成交额为4.04亿元，合计净买入4550.00万元。 卖五 东方财富证券股份有限公司拉萨团结路第二证券营业 部 2415.67 2301.18 具体来看，今日上榜的营业部中，深股通为第一大买入营业部及第二大卖出营业部，买入金额为1.26亿 元，卖出金额为7302.67万元，合计净买入5247.89万元。 资金流向方面，今日该股主力资金净流入5.35亿元，其中，特大单净流入6.50亿元，大单资金净流出 1.15亿元。近5日主力资金净流入4.85亿元。 融资融券数据显示，该股最新（8月26日）两融余额为4.32亿元，其中，融资余额为4.31亿元，融券余额 为91.81万元。近5日融资余额合计增加5449.60万元，增幅为14.49%，融券余额合计增加21.24万元，增 幅30.10%。（数据宝） 科大智能今日上涨19.19%，全天换手率40.54%，成交额37.29亿元，振幅18.85%。龙虎榜数据显示，深 股通净买入5247.89万元，营业部席位合计净卖出697.89万元。 科大智能8月27日交易公开信息 ...

Market Overview - The grid equipment sector experienced a decline of 2.16% on the previous trading day, with Jinguang Co., Ltd. leading the losses [1] - The Shanghai Composite Index closed at 3800.35, down 1.76%, while the Shenzhen Component Index closed at 12295.07, down 1.43% [1] Stock Performance - Keda Intelligent (300222) saw a significant increase of 19.19%, closing at 14.97, with a trading volume of 2.5694 million shares and a transaction value of 3.729 billion [1] - Other notable gainers included Honglida (688330) with a 10.60% increase, Wan Sheng Intelligent (300882) up by 5.46%, and RIFENG (002953) rising by 4.37% [1] - Conversely, Jinguang Co., Ltd. (300510) led the declines with a drop of 10.15%, closing at 4.78, with a trading volume of 1.5468 million shares and a transaction value of 780 million [2] Capital Flow - The grid equipment sector saw a net outflow of 2.191 billion from institutional investors, while retail investors contributed a net inflow of 1.937 billion [2] - The table of capital flow indicates that Keda Intelligent had a net inflow of 531 million from institutional investors, while retail investors had a net outflow of 213 million [3]

Group 1 - The National Robot Industry Index (980022) has seen a strong increase of 2.77%, with component stocks such as Keda Intelligent (300222) hitting the daily limit up, Jiangsu Beiren (688218) rising by 8.39%, and Stone Technology (688169) increasing by 5.70% [1] - The index reflects the price changes of listed companies in the robot industry on the Shanghai and Shenzhen stock exchanges, consisting of 50 component stocks, with a high focus on humanoid robots and leading companies in high growth, where the top ten weighted stocks account for about 40% [1] - The State Council has issued an opinion on the implementation of the "Artificial Intelligence +" initiative, emphasizing six key actions to promote the deep integration of artificial intelligence with various sectors of the economy and society [1][2] Group 2 - The report from CITIC Securities highlights that the "Artificial Intelligence +" initiative aims for a penetration rate of over 90% for new generation intelligent terminals and intelligent agents by 2030, indicating significant support for embodied intelligent robots as a new generation of intelligent terminal products [2] - The initiative is expected to facilitate the development of technology, supporting infrastructure, and regulatory frameworks, propelling the industry into a phase of high-quality development [2]

Group 1 - The top 20 stocks with significant capital inflow as of August 27 include: Yanshan Technology (1.618 billion), Huayin Electric Power (948 million), and Yingweik (730 million) [1] - Yanshan Technology experienced a price increase of 10.08%, while Huayin Electric Power rose by 9.63% [2] - Other notable stocks with substantial capital inflow include Jishi Media (567 million), Tianfeng Securities (485 million), and Maigemeite (437 million) [1][2] Group 2 - The sectors represented among the top inflow stocks include internet services, electric power, specialized equipment, cultural media, and securities [2][3] - Yanshan Technology and Huayin Electric Power are both in the electric power sector, indicating strong interest in this industry [2][3] - The stock with the highest price increase is Keda Intelligent, which rose by 17.75% with a capital inflow of 413 million [2]

证券之星消息，8月26日电网设备板块较上一交易日上涨0.6%，三晖电气领涨。当日上证指数报收于 3868.38，下跌0.39%。深证成指报收于12473.17，上涨0.26%。电网设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002857 | 三辉电气 | 28.63 | 9.99% | 7.88万 | | 2.21亿 | | 002953 | 日丰股份 | 14.89 | 9.97% | 75.06万 | | 10.37亿 | | 300222 | 科大智能 | 12.56 | 8.37% | 129.38万 | | 16.38 亿 | | 300882 | 万胜智能 | 18.50 | 7.18% | 27.69万 | | 5.18亿 | | 301295 | 美硕科技 | 29.26 | 4.61% | 6.62万 | | 1.89亿 | | 301388 | 欣灵电气 | 34.67 | 4.15% | 8.38万 | | 2.86亿 | | ...

Group 1 - The core viewpoint is that the robot ETF (562500) is currently experiencing a slight decline but remains above the five-day moving average, indicating potential buying opportunities [1] - Keda Intelligent leads the component stocks with an 8.46% increase, reporting a net profit growth of over 200% year-on-year, while Tianzhun Technology and Yuntian Lifefly see declines of 8.02% and 5.58% respectively [1] - The trading volume shows a turnover of 5% and a transaction amount of 859 million, indicating a slight decrease compared to previous high volumes, suggesting a stable market waiting for the next upward movement [1] Group 2 - Everbright Securities predicts that 2025 will be a breakthrough year for humanoid robot mass production, with the potential for significant growth in the downstream industry chain [2] - The mass production of tens of thousands of units is expected to address data scarcity issues, pushing humanoid robots towards more generalized and practical applications [2] - The robot ETF (562500) is noted as the only robot-themed ETF in the market with a scale exceeding 10 billion, covering various segments including humanoid, industrial, and service robots [2]

Core Viewpoint - Keda Intelligent's financial performance in the first half of 2025 shows significant growth, driven by advancements in the new power system and the expansion of renewable energy applications [1][2]. Financial Performance - Keda Intelligent achieved operating revenue of 1.34 billion yuan, a year-on-year increase of 7.17% [1]. - The net profit attributable to shareholders reached 76.81 million yuan, up 214.85% year-on-year [1]. - The non-recurring net profit was 58.04 million yuan, reflecting a substantial increase of 1260.37% [1]. Business Segments - The company operates in two main segments: digital energy and intelligent robotics [1]. - Digital energy business revenue grew by 6.03% year-on-year, accounting for 73% of total operating revenue, with a gross margin of 23.32%, up from 21.8% in the previous year [2]. - Intelligent robotics business revenue reached 344 million yuan, marking a 13.19% increase year-on-year [3]. Market Outlook - The intelligent distribution network industry is expected to have significant potential, with various high-growth avenues identified, including virtual power plants and microgrids [2]. - The rapid development of the intelligent robotics sector positions it as a potential new growth engine for Keda Intelligent [3]. - A report predicts that the scale of China's industrial robot industry will reach 68.26 billion yuan by 2025 and grow to 105.26 billion yuan by 2030 [3]. Financial Health - Keda Intelligent's debt-to-asset ratio decreased to 60.77% as of June 30, 2025, down from 64.23% in the same period last year, indicating improved financial structure and risk resilience [3]. - The current ratio stood at 1.37, slightly up from 1.34 year-on-year, reflecting stable liquidity [3].

Group 1 - The core point of the article is that Keda Intelligent (SZ 300222) held its sixth board meeting on August 25, 2025, to review the 2025 semi-annual report and its summary [1] - For the year 2024, Keda Intelligent's revenue composition shows that 98.11% comes from industrial production intelligence, while other businesses account for 1.89% [1] - As of the report, Keda Intelligent has a market capitalization of 9 billion yuan [1]

Group 1 - The core viewpoint of the article is that Keda Intelligent (300222.SZ) has shown significant growth in its financial performance for the first half of 2025, with a notable increase in both revenue and net profit [1] Group 2 - The company achieved an operating income of 1.34 billion yuan, representing a year-on-year growth of 7.17% [1] - The net profit attributable to shareholders of the listed company reached 76.81 million yuan, marking a substantial year-on-year increase of 214.85% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 58.04 million yuan [1] - The basic earnings per share stood at 0.1 yuan [1]

同时，公司坚持创新，聚力高质量发展。配电领域，公司将行波测距技术融入电容取电深度融合断路器 中，开发了故障测距型深度融合断路器，并将波形筛选算法和波头识别算法部署在馈线终端中，实现了 边缘计算，提升了断路器的智能化水平。 低压智能配用电领域，针对分布式光伏并网需求及接网消纳难题，公司开展分布式光伏"观测调控"关键 技术研究，研发"四可"(可观、可测、可调、可控)系列产品与完整解决方案，研制出分布式电源接入单 元、四可融合智能断路器等核心设备并广泛应用于山东、湖北、江苏、安徽、福建等十余个网省电力公 司。 在新型电力系统加速构建的浪潮中，配用电台区作为能源互联网的关键节点，智能融合终端作为电网配 电台区的边缘计算中心和台区智慧大脑，对终端设备的算力、兼容性、智能化水平提出了全新要求。对 此，公司超前布局智能融合终端的技术研究，深度参与智能融合终端行业技术规范的编制，从标准层面 锚定设备研发技术方向，为行业发展提供了重要的技术指引。据悉，公司自主研发的新一代高性能智能 融合终端实现了多项关键技术突破：搭载高性能处理器，具备强大边缘计算能力，可实时处理台区内海 量能源数据，打破数据处理延迟瓶颈等。 具体来看，上半年 ...