Group 1 - The core viewpoint of the news is that Saimo Intelligent (300466) experienced a decline in stock price and significant net outflow of funds, while also reporting mixed financial results for the first quarter of 2025 [1][3] - As of August 8, 2025, Saimo Intelligent's stock closed at 10.58 yuan, down 1.86%, with a turnover rate of 3.0% and a trading volume of 126,100 hands, amounting to a transaction value of 134 million yuan [1] - The company's latest financial report shows total operating revenue of 88.08 million yuan, a year-on-year increase of 17.13%, while net profit attributable to shareholders decreased by 29.68% to 11.08 million yuan [1] Group 2 - Saimo Intelligent has made investments in 33 companies and participated in 1,249 bidding projects, indicating active engagement in business expansion [2] - The company holds 26 trademark registrations and 130 patents, reflecting its focus on intellectual property development [2] - Saimo Intelligent has 16 administrative licenses, which may enhance its operational capabilities [2]

Group 1 - The company, Saimo Intelligent (300466.SZ), confirmed its business collaboration with China Shenhua Group and its subsidiaries [2] - Saimo Intelligent has been providing coal measurement, sampling, and preparation equipment, as well as digital products for coal yard management to China Shenhua for many years [2] - The company has also participated in the upgrade and renovation projects of some power plants under China Shenhua [2]

赛摩智能科技集团股份有限公司 简式权益变动报告书 上市公司名称：赛摩智能科技集团股份有限公司 股票上市地点：深圳证券交易所 股票简称：赛摩智能 股票代码：300466 信息披露义务人（一）：厉达 股份变动性质：股份减少（集中竞价、大宗交易） 签署日期：2025 年 8 月 1 住所/通讯地址：徐州经济技术开发区****** 信息披露义务人（二）：厉冉 住所/通讯地址：徐州经济技术开发区****** 信息披露义务人（三）：王茜 住所/通讯地址：徐州经济技术开发区****** 声 明 本部分所述词语或简称与本报告书"释义"所述词语或简称具有相同含义。 一、信息披露义务人依据《中华人民共和国证券法》《上市公司收购管理办法》 《公开发行证券的公司信息披露内容与格式准则第 15 号—权益变动报告书》及相关的 法律、法规编写本报告书； 二、依据《中华人民共和国证券法》《上市公司收购管理办法》的规定，本报告 书已全面披露信息披露义务人在赛摩智能科技集团股份有限公司拥有权益的股份。截 至本报告书签署之日，除本报告书披露的信息外，信息披露义务人没有通过任何其他 方式增加或减少其在赛摩智能科技集团股份有限公司中拥有权益的股份； ...

证券代码：300466 证券简称：赛摩智能 公告编号：2025-034 关于持股5%以上股东及其一致行动人权益变动触及5%整数倍 暨披露简式权益变动报告书的提示性公告 股东厉达先生及其一致行动人厉冉先生、王茜女士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。 赛摩智能科技集团股份有限公司 特别提示： 1、本次权益变动为赛摩智能科技集团股份有限公司（以下简称"公司"） 持股5%以上股东厉达先生及其一致行动人厉冉先生、王茜女士（以下合称"信 息披露义务人"）合计持有的股份数量减少，不触及要约收购。 2、本次权益变动未涉及公司控股股东、实际控制人，不会导致公司控股股 东、实际控制人发生变化，不会对公司治理结构、持续性经营产生重大影响。 公司近日收到信息披露义务人出具的《简式权益变动报告书》，现将具体 情况公告如下： 一、本次权益变动的具体情况 信息披露义务人前次《简式权益变动报告书》于2024年11月6日在巨潮资讯 网披露，涉及股份于2024年12月24日发生变动。之后，公司于2025年5月12日于 巨潮资讯网披 ...

Group 1 - The core viewpoint of the news is that Saimo Intelligent (300466) has shown a positive stock performance with a closing price of 10.54 yuan, reflecting a 2.53% increase as of August 1, 2025 [1] - The company reported a total operating revenue of 88.08 million yuan for Q1 2025, representing a year-on-year growth of 17.13% [1] - The net profit attributable to shareholders was 11.08 million yuan, which is a decrease of 29.68% year-on-year [1] Group 2 - Saimo Intelligent has made investments in 33 companies and participated in 1,239 bidding projects [2] - The company holds 26 trademark registrations and 130 patents, along with 16 administrative licenses [2] - The company's financial ratios include a current ratio of 1.648, a quick ratio of 1.221, and a debt-to-asset ratio of 47.27% [1]

Summary of Key Points Core Viewpoint - On August 1, 2025, a significant block trade of 1.488 million shares of Saimo Intelligent was executed at a price of 8.74 yuan, representing a discount of 17.08% compared to the market closing price of 10.54 yuan [1]. Group 1: Trading Details - The total transaction amount for the block trade was 13.0052 million yuan, accounting for 7.86% of the total trading volume on that day [1]. - The trading volume for Saimo Intelligent on the same day included multiple transactions, with a notable transaction of 80,000 shares executed at the same price of 8.74 yuan, amounting to 699.20 thousand yuan [2]. - The buyers and sellers involved in the transactions included various brokerage firms, with significant participation from Ping An Securities and Wanlian Securities [2].

Summary of Key Points Core Viewpoint - The A-share market experienced significant block trading activity on July 21, with a total transaction volume of 1.717 billion yuan across 75 stocks, indicating notable investor interest in specific companies [1]. Group 1: Trading Activity - A total of 75 stocks had block trades, with a total transaction value of 1.717 billion yuan [1]. - The top three stocks by transaction value were SAIC Motor Group (1.57 billion yuan), Tianwei Food (1.55 billion yuan), and Sifang Co., Ltd. (1.07 billion yuan) [1]. Group 2: Pricing Trends - Among the stocks traded, 10 stocks were sold at par value, 5 at a premium, and 60 at a discount [1]. - The stocks with the highest premium rates were Jiangsu Shentong (2.64%), Jindi Group (1.83%), and Minsheng Bank (1.11%) [1]. - The stocks with the highest discount rates were Langke Intelligent (27.09%), Energy Iron Han (25.78%), and Betta Pharmaceuticals (22.86%) [1]. Group 3: Institutional Trading - The top stocks by institutional buying were SAIC Motor Group (1.57 billion yuan), XCMG Machinery (1.04 billion yuan), and Milky Way (77.6 million yuan) [2]. - The top stocks by institutional selling included North Copper Industry (30.9 million yuan), Jindi Group (15.9 million yuan), and New Strong Link (3.5 million yuan) [2].

Core Viewpoint - The announcement details a change in shareholding by major shareholders of Saimo Intelligent Technology Group Co., Ltd., indicating a reduction in their ownership percentage, which has triggered a notification due to the change crossing a 1% threshold [2]. Shareholding Changes - Shareholder Li Da and his concerted actors, Li Ran and Wang Qian, reduced their holdings by 5,063,000 shares, representing a decrease of 0.95% of the total share capital from 21.91% to 20.96% [2]. - The reduction occurred between June 6, 2025, and July 16, 2025, through centralized bidding and block trading [2]. Shareholding Structure Post-Change - After the reduction, Li Da and his concerted actors hold a total of 112,246,002 shares, which is 20.96% of the company's total shares [2]. - The breakdown of share types shows that Li Da's unrestricted shares decreased from 21,044,421 to 15,981,421, while his restricted shares remained unchanged at 63,133,261 [2]. Compliance with Disclosure Obligations - The company confirms that the announcement aligns with the information provided by the shareholders and complies with the disclosure obligations [2]. - The reduction in shareholding is consistent with a previously disclosed plan regarding share reduction, which has not yet been fully executed [2].

关于持股5%以上股东及其一致行动人持股比例变动 证券代码：300466 证券简称：赛摩智能 公告编号：2025-033 赛摩智能科技集团股份有限公司 触及1%整数倍的公告 股东厉达先生及其一致行动人厉冉先生、王茜女士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。 特此公告。 赛摩智能科技集团股份有限公司 董事会 2025 年 7 月 17 日 | 1.基本情况 | | | | | | --- | --- | --- | --- | --- | | 信息披露义务人 | | 厉达、厉冉、王茜 | | | | 住所 | | 徐州经济技术开发区****** | | | | 权益变动时间 | | 2025年7月16日 | | | | 权益变动过程 | | 公司于2025年5月12日于巨潮资讯网披露了《关于股东减持股份 的预披露公告》（公告编号：2025-025），2025年6月6日至2025 年7月16日，厉达先生通过集中竞价和大宗交易合计减持 | | | | 股票简称 | | 5,063,000股，占公司总股本比例 ...

Investment Rating - The report maintains a "Positive" outlook for the machinery equipment industry [6]. Core Insights - The humanoid robot industry is on the verge of mass production, driven by hardware optimization and breakthroughs in intelligent technology. Domestic leading robot companies are expected to accelerate their listing processes, creating investment opportunities [3][9]. - Key developments include the release of advanced AI models like Grok4, which enhance the capabilities of humanoid robots, improving task understanding and execution efficiency [9]. - The report highlights the positive signals from both domestic and international markets, with significant capital inflow expected to support technological innovation and market expansion [9]. Summary by Sections Investment Recommendations and Targets - The report suggests focusing on three categories of quality targets within the industry: 1. Companies with strong ties to leading domestic and international clients and strategic positioning 2. Companies with forward-looking layouts and guaranteed mass production capabilities 3. Companies with strong cost-reduction capabilities, which are likely to benefit first during the industry's growth phase - Recommended stocks include: Wuzhou New Spring (603667, Buy), Zhenyu Technology (300953, Buy), Saimo Intelligent (300466, Not Rated), Bozhong Precision (688097, Not Rated), and Lingyi Manufacturing (002600, Buy) [3]. Industry Dynamics - The humanoid robot industry is experiencing a significant shift towards mass production, with international leaders like Figure ramping up production capabilities and reducing costs by 90% for their latest models [9][11]. - The report notes that the domestic capital market is showing positive trends, with several leading robot companies planning to go public, which will inject strong growth momentum into the industry [9][11]. Recent Developments - Key events in the humanoid robot industry include significant financing rounds and product launches, such as the completion of a 500 million yuan A-round financing by Xingdong Jiyuan and the introduction of the MagicBot Z1 by Magic Atom [11][12]. - The report also highlights the upcoming Asia-Pacific International Smart Equipment Expo and other industry conferences, indicating a growing interest and investment in the humanoid robotics sector [12].