Group 1 - The company holds a 6.7797% stake in Shenzhen Anchuan Technology Equity Investment Partnership (Limited Partnership) [2] - Shenzhen Anchuan Technology Equity Investment Partnership (Limited Partnership) owns a 0.2925% stake in Hangzhou Yushu Technology Co., Ltd. [2] - Currently, there is no business cooperation between the company and Yushu Technology, and the indirect shareholding ratio is low [2]

Core Viewpoint - Zhongke Chuangda has indirect holdings in Yushu Technology through its stake in Shenzhen Anchuan Technology Equity Investment Partnership, with a total indirect ownership of approximately 0.126% in Yushu Technology [1] Summary by Relevant Sections Company Holdings - Zhongke Chuangda holds 6.7797% of Shenzhen Anchuan Technology Equity Investment Partnership, which in turn holds 0.2925% of Yushu Technology [1] Business Cooperation - Currently, there is no business cooperation between Zhongke Chuangda and Yushu Technology, despite some unofficial reports suggesting that Zhongke Chuangda provides edge computing modules for Yushu Robotics [1] Investor Advisory - The company advises investors to exercise caution due to the low indirect holding percentage and the absence of business collaboration with Yushu Technology [1]

Group 1 - The company Zhongke Chuangda (300496) stated on August 12 that there is currently no collaboration with Tesla's Optimus humanoid robot [1]

Core Viewpoint - The company emphasizes its commitment to advancing the smart industry through operating system technology, focusing on enhancing its core competitiveness in the "operating system + edge intelligence" platform [1]. Group 1 - The company is continuously developing and upgrading its "operating system + edge intelligence" core competitiveness [1]. - The platform is driving comprehensive development in sectors such as automotive, robotics, and smart terminals represented by mobile phones and smart hardware [1].

Group 1 - The MLOps sector experienced a decline of 1.39%, ranking among the top losers in the concept sector, with companies like Aobi Zhongguang and Tuorisi seeing significant drops [1][2] - Among the MLOps stocks, four companies saw price increases, with Guanghuan Xinwang rising by 1.24%, Zhongke Chuangda by 0.58%, and Chuangyi Information by 0.35% [1][2] - The MLOps sector faced a net outflow of 678 million yuan, with 13 stocks experiencing net outflows, and Tuorisi leading with a net outflow of 337 million yuan [1][2] Group 2 - The top gainers in the MLOps sector included Guanghuan Xinwang, Zhongke Chuangda, and Transsion Holdings, with net inflows of 76 million yuan, 41 million yuan, and 30 million yuan respectively [1][2] - The stocks with the highest net outflows included Tuorisi, Aobi Zhongguang, and Dongfang Guoxin, with net outflows of 337 million yuan, 163 million yuan, and 130 million yuan respectively [1][2] - The trading activity in the MLOps sector showed a significant turnover rate, with Tuorisi at 10.12% and Aobi Zhongguang at 5.90% [1][2]

Group 1 - The core viewpoint is that the A-share market is stabilizing, and growth stocks are expected to rebound, with a focus on sectors less affected by external factors and more aligned with internal growth, particularly in the large financial sector [1][4]. Group 2 - The electronic industry is the most favored by brokerages, covering 127 stocks, followed closely by the pharmaceutical and mechanical equipment industries, with 125 and 124 stocks respectively [2]. - Brokerages have conducted research on 1,061 stocks this year, significantly higher than the 740 stocks researched in the same period last year [2]. - The top three brokerages in terms of research frequency are CITIC Securities, CICC, and CITIC Jiantou, with 386, 373, and 323 research instances respectively [3]. Group 3 - Brokerages are optimistic about the A-share market's future, with expectations of a recovery driven by strong performance in growth stocks, particularly in sectors like photovoltaics, wind power, smart driving, and digital economy [4]. - There are indications of multiple bottom signals in the A-share market, suggesting a potential new upward cycle as external negative factors ease [4]. - The valuation of A-shares is nearing historical lows, indicating that market rebounds are likely to continue, with a focus on previously oversold stocks and growth sectors like new energy and semiconductors [4].

公募基金二季报本周进入密集披露期，部分头部基金及知名基金经理的调仓动向也备受市场关注。 综合来看，各家基金在二季度保持了高仓位运作，新能源产业链、医药消费等成为关注重点。 此外，睿远基金傅鹏博管理的基金则对光伏行业板块个股更为关注。综合季报，通威股份、迈为股 份等新晋十大重仓股，大族激光、先导智能等退出前十大重仓股序列；由傅鹏博、朱璘管理的睿远成长 价值混合基金前十大重仓股为三安光电、中国移动、立讯精密、东方雨虹、万华化学、通威股份、吉利 汽车、沃森生物、迈为股份、国瓷材料。相比一季度，该基金新进持仓了通威股份、吉利汽车、迈为股 份，而先导智能、大族激光、卫宁健康则被调出十大重仓股序列；广发基金刘格菘持仓结构没有出现大 幅调整。其前十大重仓股当中，亿纬锂能、龙佰集团的持仓量不变，国联股份、福莱特分别新晋成为第 七大重仓股和第九大重仓股。另外，晶澳科技、隆基绿能、锦浪科技等多只个股持股数量均较一季度末 有所增长。 Wind数据显示，截至7月20日记者发稿时，已经有多家基金公司旗下1338只股票型开放式基金（未 合并A/C）发布了二季度报告，其中不乏头部基金公司和张坤、刘格菘、傅鹏博、李晓星等知名基金经 理。易方 ...

Core Viewpoint - The company, Zhongke Chuangda, confirmed that it currently has no collaboration with Tesla regarding the operating system for the Optimus humanoid robot [2] Group 1 - An investor inquired on the investor interaction platform about the company's involvement with Tesla's Optimus humanoid robot [2] - Zhongke Chuangda responded on August 12, stating that there is no ongoing cooperation with Tesla [2]

Group 1 - The company Zhongke Chuangda (300496) focuses on products for factory and warehouse logistics, specifically various AMR (Autonomous Mobile Robot) and unmanned forklift products [1] - The company's applications have been implemented in several industries, including automotive parts, rubber manufacturing, food and beverage, third-party logistics (3PL), and home appliances [1]

Group 1 - The company, Zhongke Chuangda, focuses on multiple AMR and unmanned forklift products aimed at factory and warehouse logistics [1] - The company's products have been successfully implemented in various industries, including automotive parts, rubber manufacturing, food and beverage, third-party logistics (3PL), and white goods [1]