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通信行业资金流出榜:海能达等7股净流出资金超亿元
Zheng Quan Shi Bao Wang· 2025-04-22 08:56
沪指4月22日上涨0.25%,申万所属行业中,今日上涨的有17个,涨幅居前的行业为商贸零售、建筑材 料,涨幅分别为1.03%、1.02%。跌幅居前的行业为传媒、通信,跌幅分别为1.08%、0.97%。通信行业 位居今日跌幅榜第二。 主力资金净流出的行业有21个,计算机行业主力资金净流出规模居首,全天净流出资金34.64亿元,其 次是有色金属行业,净流出资金为26.56亿元,净流出资金较多的还有通信、电子、传媒等行业。 通信行业今日下跌0.97%,全天主力资金净流出25.47亿元,该行业所属的个股共127只,今日上涨的有 32只,涨停的有2只;下跌的有90只,跌停的有2只。以资金流向数据进行统计,该行业资金净流入的个 股有34只,其中,净流入资金超千万元的有10只,净流入资金居首的是永鼎股份,今日净流入资金2.08 亿元,紧随其后的是中国电信、联特科技,净流入资金分别为3373.83万元、3175.96万元。通信行业资 金净流出个股中,资金净流出超亿元的有7只,净流出资金居前的有海能达、武汉凡谷、东土科技,净 流出资金分别为5.50亿元、3.44亿元、2.24亿元。(数据宝) 通信行业资金流入榜 | 代码 | ...
中证2000指数下跌1.71%,前十大权重包含东土科技等
Jin Rong Jie· 2025-04-16 07:31
金融界4月16日消息,A股三大指数收盘涨跌不一,中证2000指数 (中证2000,932000)下跌1.71%,报 2350.1点,成交额3176.29亿元。 数据统计显示,中证2000指数近一个月下跌10.78%,近三个月上涨3.15%,年至今上涨1.82%。 据了解,中证2000指数选取市值规模较小且流动性较好的2000只证券作为指数样本。中证2000与沪深 300、中证500和中证1000指数共同构成中证规模指数系列,反映不同市值规模上市公司证券的整体表 现。该指数以2013年12月31日为基日,以1000.0点为基点。 从指数持仓来看,中证2000指数十大权重分别为:巨轮智能(0.34%)、双林股份(0.28%)、每日互 动(0.27%)、赢时胜(0.26%)、东土科技(0.23%)、力源信息(0.21%)、东方精工(0.19%)、万 辰集团(0.19%)、三丰智能(0.19%)、北特科技(0.18%)。 从中证2000指数持仓的市场板块来看,深圳证券交易所占比65.21%、上海证券交易所占比34.47%、北 京证券交易所占比0.32%。 从中证2000指数持仓样本的行业来看,工业占比32.47%、信 ...
东土科技20250326
2025-04-15 14:30
在Linux或者在iOS上面它会有一个应用的一个框架那么利用这个框架的话呢它的应用程序那么包括跟远端的这个云端的这个程序做一个协同那最终就可以实现你手机上的各种丰富的这种应用生态那对于我们机器人来讲的话呢它其实是一个类似的东西但是机器人的整个的它的应用场景呢要比这个我们现在 熟悉的像手机平板包括我们其他的一些小型的智能设备来说它的场景会更加的复杂对于我们现在机器人来讲的话其实它有两个大的方向第一个大的方向就是我们的工业机器人第二个大的方向就是我们的人形机器人工业机器人的话早期大家发现我们在做各种 规控的时候呢实际上遇到了一些困难就是说那我们怎么去操作这个机器人呢那有一个操作系统它就因应而生这个操作系统呢大家也熟悉叫做ROS那ROS它其实就是为了什么呢为了能够适配这个底层的实时操作系统或者是Linux那么让你的整个的开发可以基于ROS的这个框架去对接比如说我们上层的这种 AI的这种集成的这样子的一套这个架构那这样子的话呢你就可以很容易的去实现你的工业机器人的整体的一个控制但是工业机器人呢对于工业机器人来讲的话呢它有一个很重要的指标就是它的实质性的要求 这就是为什么早期可能很多的工业机器人它用的比较常规的Open ...
东土科技(300353) - 关于2025年股票期权激励计划首次授予登记完成的公告
2025-04-10 10:32
证券代码:300353 证券简称:东土科技 公告编码:2025-053 北京东土科技股份有限公司 关于 2025 年股票期权激励计划首次授予登记完成的公告 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。 特别提示: 根据中国证券监督管理委员会《上市公司股权激励管理办法》、深圳证券交 易所、中国证券登记结算有限责任公司深圳分公司等有关规则的规定,经深圳证 券交易所、中国证券登记结算有限责任公司深圳分公司审核确认,北京东土科技 股份有限公司(以下简称"公司")完成了 2025 年股票期权激励计划(以下简 称"本激励计划")授予股票期权的登记工作,现将有关事项公告如下: 一、激励计划的决策程序和批准情况 1、2025 年 2 月 19 日,公司召开了第七届董事会第二次会议审议通过了《关 于<北京东土科技股份有限公司 2025 年股票期权激励计划(草案)>及其摘要的 议案》《关于<北京东土科技股份有限公司 2025 年股票期权激励计划实施考核管 理办法>的议案》《关于提请公司股东大会授权董事会办理 2025 年股票期权激励 计划有关事宜的议案》。 2、2025 年 2 ...
龙虎榜 | 航发动力跌停,机构14.78亿暴力砸盘!2游资抢筹东土科技
Ge Long Hui· 2025-04-02 10:26
Market Overview - The Shanghai Composite Index rose by 0.05% to 3350 points, with a total trading volume of 992.7 billion yuan, marking a drop below 1 trillion yuan for the first time in 50 trading days [1] - Over 2700 stocks in the market increased, with 48 stocks hitting the daily limit up and 19 stocks hitting the limit down [1] - Sectors such as outdoor camping, robotics, decoration, jewelry, beauty care, and wind power equipment saw significant gains [1] Stock Performance - Key stocks with notable increases include: - Kai Mei Te Qi (002549) up by 10.01% to 10.11 yuan, achieving a five-day limit up streak [2] - Run Du Jiao Ye (002923) up by 10.02% to 17.78 yuan, with four limit ups in seven days [2] - Xin Ya Da (600571) up by 10.01% to 18.24 yuan, marking three limit ups in six days [2] - Heng Run Co., Ltd. (603985) up by 10.01% to 17.04 yuan, with three consecutive limit ups [2] Trading Dynamics - The top three net buying stocks on the Dragon and Tiger list were: - Dong Tu Ke Ji (300353) with a net buy of 215 million yuan [3] - Dian Tou Chan Rong (000958) with a net buy of 195 million yuan [3] - Qin Chuan Ji Chuang (000837) with a net buy of 180 million yuan [3] - Conversely, the top three net selling stocks were: - Hang Fa Dong Li (600893) with a net sell of 1.447 billion yuan [6] - Xue Ren Gong Si (002639) with a net sell of 126 million yuan [6] - Hong Bao Li (002165) with a net sell of 124 million yuan [6] Sector Highlights - The electric investment and financing sector is gaining attention due to its proposed acquisition of 100% equity in Electric Investment Nuclear Power, enhancing its position in the nuclear power sector [9][13] - Run Du Jiao Ye is focusing on new tobacco and synthetic biology, with a significant increase in trading volume and price [14][17] Institutional Activity - Institutions showed strong interest in Dong Tu Ke Ji, with a net buy of 794 million yuan [7] - Conversely, institutions sold off Hang Fa Dong Li significantly, with a net sell of 1.478 billion yuan [8] Summary of Key Stocks - Kai Mei Te Qi (002549) and Run Du Jiao Ye (002923) are leading in terms of price increases and trading activity, indicating strong market interest [2][14] - The performance of Dong Tu Ke Ji and Hang Fa Dong Li reflects contrasting investor sentiment, with one attracting significant buying and the other facing heavy selling pressure [7][8]
东土科技(300353) - 300353东土科技投资者关系管理信息20250401
2025-04-01 14:58
Group 1: Business Outlook - In 2025, the company aims to optimize its business structure, focusing on core capabilities and enhancing operational efficiency and profit quality, targeting overall revenue growth [2][3] - The industrial operating system and related software services revenue grew by 25.8% year-on-year in 2024, with expectations for continued growth in key sectors such as rail transit, electricity, industrial robotics, and semiconductors [3] Group 2: AI Robot Operating System - The upcoming AI robot operating system will offer advantages over existing solutions by reducing costs and power consumption while improving real-time performance and control precision [3] - The company plans to release the AI operating system in the first half of 2025, providing customized services based on downstream manufacturers' needs [3][4] Group 3: System Compatibility and Migration - The company's operating system supports high-level interface specifications, ensuring good compatibility with applications, and can adapt to other operating systems with minimal changes [3][4] - The main costs associated with migrating other operating systems to the company's platform involve performance optimization for specific hardware and adapting complex open-source algorithms, which are manageable [3][4] Group 4: Humanoid Robot Applications - The integration of "big brain" and "small brain" in humanoid robots is achieved through the virtualization capabilities of the industrial operating system, enhancing real-time performance compared to systems using ROS [4] - The combination of DDS with proprietary deterministic technology improves real-time communication performance, providing better operational environments [4]
专访东土科技董事长李平:工业通信网络和工业网络国际标准是工业人工智能发展的核心推动力
Mei Ri Jing Ji Xin Wen· 2025-04-01 06:44
2025中关村论坛年会于3月27日至31日在京举行。今年论坛年会以"新质生产力与全球科技合作"为主 题,期间举行了标准化与科技创新发展论坛。 当前,人工智能、量子信息等颠覆性技术正在实现群体性突破,科技创新进入前所未有的密集活跃期, 标准作为促进全球科技创新的"催化剂",在新兴产业与未来产业高质量发展中发挥着强有力的引领作 用。 北京东土科技股份有限公司(以下简称东土科技)董事长李平在接受《每日经济新闻》记者专访时表 示,全球领先的AUTBUS(一种全互联网协议(IP)化的工业控制协议自动化总线)宽带工业通信网络 融合了TSN(时间敏感网络)、IPv6(互联网协议第6版)等技术,该技术的国际标准和芯片技术的推 广,将加快我国新型工业化和工业人工智能的发展。 李平是中国工业互联网领域的领军人物之一,带领东土科技在工业通信、工业控制、工业互联网和芯片 设计等领域取得诸多成就。 工业通信网络和工业网络国际标准是工业人工智能发展的核心推动力 今年的政府工作报告提出,扩大5G规模化应用,加快工业互联网创新发展,优化全国算力资源布局, 打造具有国际竞争力的数字产业集群。未来,工业互联网如何通过技术赋能实现传统产业升级? ...
4月度金股:“四月决断”下的景气组合-2025-03-31
Soochow Securities· 2025-03-31 02:04
Group 1 - The report emphasizes the focus on "April Decision" under the economic context, indicating a shift from expectation-driven trading to fundamental pricing, with economic data, performance realization, and policy changes forming a "stress test" framework for stock prices [4][6][9] - The report highlights a selection of "golden stocks" across various sectors, including mechanical, electronic, environmental, coal and steel, computing, electric new energy, media internet, and pharmaceuticals, with detailed financial metrics provided for each [2][6][72] - The report suggests that the "April Decision" may lead to increased volatility in high-odds growth stocks, while larger, value-oriented stocks tend to perform better historically during this period [4][6] Group 2 - For the mechanical sector, the report recommends Niuwei Co., which is positioned as a global leader in industrial valves, benefiting from strong demand in LNG and marine industries, with expected overseas order growth of over 30% in the first half of 2024 [9][10][11] - In the electronic sector, Tianyue Advanced is highlighted for its core role in AR glasses components, with anticipated demand growth driven by major tech companies' product launches [15][16][17] - The environmental sector's Huanlan Environment is noted for its strong dividend growth and improved cash flow from debt resolution, with significant operational scale expansion through acquisitions [20][21][24] - In the coal and steel sector, Shanjin International is expected to benefit from rising gold prices amid economic stagnation risks, with a strong production outlook and low cost per gram of gold [27][29][30] - Dongtu Technology in the computing sector is recognized for its advanced operating system and AI-driven robotics, positioning it well for future growth in industrial automation [33][34][35] - Keda Li in the electric new energy sector is projected to maintain strong profit growth driven by high lithium battery demand, with a favorable valuation outlook [38][39][41] - XGIMI Technology in the media internet sector is expected to see revenue growth from domestic recovery and international expansion, particularly in the automotive sector [44][45][48] - In the pharmaceutical sector, Sanofi Pharmaceutical is noted for its solid fundamentals and multiple new product launches, contributing to revenue diversification [50][51][53] - Innovent Biologics is highlighted for its robust pipeline and international expansion potential, with several new drugs expected to drive revenue growth [55][56][61] - Zoli Pharmaceutical is recognized for its steady growth in traditional Chinese medicine products and successful new product launches, with ambitious profit targets [65][66][68]
【电子】操作系统是人形机器人“大脑”的核心,国产替代进程正在推进——机器人行业跟踪报告之七(刘凯/黄筱茜/孙啸)
光大证券研究· 2025-03-26 09:07
Core Viewpoint - Robotics is considered the "crown jewel of manufacturing," with its research and manufacturing capabilities serving as a benchmark for a country's technological innovation and high-end manufacturing level [2]. Group 1: Robotics Technology - The modern humanoid robot's technological architecture has formed a collaborative system of "brain-cerebellum-limbs," marking a qualitative change in the bionic robot field [2]. - The "brain" of humanoid robots serves as the core of the intelligent decision-making system, integrating high-performance computing platforms and cutting-edge algorithm architectures [2]. - The "cerebellum" acts as the motion control center, converting decision instructions into precise actions, with mainstream control technologies categorized into model control, reinforcement learning, and imitation learning [2]. Group 2: Operating Systems and Software - The open-source solution Ubuntu+ROS has become the mainstream operating system for humanoid robots, with ROS providing essential functions such as hardware abstraction and inter-process messaging [3]. - Ubuntu offers a stable and reliable environment for open-source robotics projects, enabling a rich ecosystem of applications and algorithms for Xiaomi's CyberDog [3]. Group 3: Company Focus and Innovations - Dongtu Technology is promoting the localization of embodied intelligent operating systems, with plans to release an AI robot operating system product for embodied robots in the first half of 2025 [4]. - The company focuses on core technologies in industrial networking and intelligent control, integrating software-defined control technology and AI capabilities [4]. - Dongtu Technology's industrial operating system, Intewell, is the only domestic system to have strategic partnerships with major international chip manufacturers like NXP, Intel, and Qualcomm [4]. Group 4: Business Expansion - Dongtu Technology has expanded its business through multiple acquisitions, including the 100% acquisition of Kexin Jingcheng in 2017 and a 30% stake in Kedu Software in 2023 [5]. - The company increased its stake in Neuron Company, which specializes in the design and development of industrial network chips and wireless baseband chips [5][6].
东土科技(300353) - 北京东土科技股份有限公司2024年年度股东大会决议公告
2025-03-24 10:26
证券代码:300353 证券简称:东土科技 公告编码:2025-052 北京东土科技股份有限公司 2024 年年度股东大会决议公告 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、误导性陈述或者重大遗漏。 特别提示: 1、本次股东大会无否决提案的情况; 2、本次股东大会不涉及变更以往股东大会已通过的决议。 一、会议召开和出席情况 (一)会议召开情况 1、会议召开时间: 现场会议时间:2025年3月24日 下午14:30。 网络投票时间:2025年3月24日。其中,通过深圳证券交易所交易系统进行 网络投票的时间为2025年3月24日9:15-9:25,9:30-11:30和13:00-15:00;通过深圳 证券交易所互联网系统投票的具体时间为2025年3月24日9:15-15:00。 出席公司本次股东大会的股东及股东代理人共666人,代表股份共计 107,258,862股,占上市公司有表决权股份总数的17.4435%。其中,现场出席本次 股东大会的股东及股东代理人共计8人,代表股份共计98,641,617股,占上市公司 有表决权股份总数的16.0421%;通过网络投票系统进行表决的股东 ...