Core Viewpoint - The company is focusing on the development of home charging robots while cautiously exploring commercial opportunities, adopting a step-by-step strategy [1] Group 1: Company Strategy - The current plan for charging robots is to "focus on home use and cautiously explore commercial use," with an emphasis on expanding and solidifying the home market [1] - The company is actively monitoring and exploring the commercial sector, making decisions based on market demand and cost-effectiveness [1] Group 2: Product Development - The charging robots developed by the company have completed testing and are beginning small-scale deliveries to select customers [1] - The company is maintaining communication with multiple potential clients in the industry to continuously promote market expansion efforts [1]

Group 1 - The company has established dedicated production capacity for commercial aerospace-related products, which is currently sufficient to meet existing and near-term order demands [1] - The company plans to closely monitor the release of demand based on the long-term development trends in the commercial aerospace market and will conduct prudent and dynamic capacity assessments and planning to ensure timely responses to market changes [1] - The company has developed a comprehensive technological system through long-term R&D, establishing competitive advantages in product customization, precision processing, product consistency control, and rapid response to customer needs, which effectively meet the stringent requirements for high performance and reliability in the commercial aerospace sector [1]

Core Viewpoint - The company, Haozhi Electromechanical, is actively involved in the robotics sector, offering a range of core components essential for robotic applications, particularly in humanoid robots [1] Product Offerings - The company's product lineup in the robotics field includes harmonic reducers, frameless torque motors, drivers, control systems, six-dimensional force sensors, brake mechanisms, encoders, electromagnetic quick-change modules, joint modules, and end effectors [1] - Key products such as harmonic reducers, planetary reducers, and joint modules have been sampled to several humanoid robot manufacturers, resulting in small batch orders [1]

Group 1: Company Overview and Market Position - The company specializes in high-end CNC machine tools, robots, new energy vehicles, and core components, recognized as a national high-tech enterprise [2][3] - The company holds a 60% market share in mechanical drilling spindles and an 80% share in forming machine spindles within the PCB industry [3] - The expected net profit for 2025 is projected to be between CNY 128 million and CNY 165 million, representing a year-on-year growth of 54.40% to 99.03% [3] Group 2: Market Growth and Projections - The global PCB equipment market is expected to grow at a CAGR of 8.7%, reaching approximately USD 10.765 billion by 2029, with China's market projected to reach about USD 6.139 billion [4] - Drilling and exposure equipment are expected to maintain high growth rates of 10.3% and 10.0% CAGR, respectively, from 2024 to 2029 [4] Group 3: Technological and Product Advantages - The company has achieved "domestically leading, internationally advanced" technology levels, with some products filling domestic technical gaps and breaking foreign monopolies [5] - A unique integrated business chain has been established around spindle products, providing high-value solutions through a combination of machine, parts, and service [5] Group 4: Emerging Business Areas - In the commercial aerospace sector, the company has developed key components for rocket control systems and satellite propulsion systems, with small-scale applications already in place [6][9] - The robotics sector includes core components such as harmonic reducers and torque motors, with ongoing development and small batch orders from humanoid robot manufacturers [7][8] Group 5: Future Strategies and Risks - The company plans to focus on household applications for charging robots while cautiously exploring commercial markets [8] - Current business in commercial aerospace and robotics accounts for approximately 1% of total revenue, indicating a need for careful investment decisions [9] - The company is committed to maintaining a robust technical foundation and ensuring product delivery quality while exploring market opportunities [9]

Investment Rating - The report maintains a "Recommended" rating for the humanoid robot industry, indicating that the industry index is expected to outperform the benchmark index by more than 10% [30] Core Insights - The humanoid robot concept index experienced a decline of 5.69% from January 25 to January 30, 2026, underperforming the CSI 300 index by 5.78 percentage points. However, year-to-date, the humanoid robot index has increased by 3.44%, outperforming the CSI 300 index by 1.79 percentage points [11][15] - Key companies in the humanoid robot sector are showing significant growth, with notable announcements of increased net profits for 2025, such as a projected increase of 39.08% to 63.63% for Boke Technology and 105% to 131% for Lide Harmony [4][27] Weekly Market Review - The humanoid robot index saw a weekly decline of 5.69%, with the largest weekly gain recorded by Zhongwei Semiconductor at +36.57% and the largest loss by Haozhi Electromechanical at -22.44% [11][15] - The report highlights a strong performance in the humanoid robot sector, with significant advancements in technology and product launches, such as Figure AI's Helix 02 robot, which demonstrated advanced capabilities in a kitchen environment [5][21] Weekly Hotspots Review Policy Developments - The Ministry of Civil Affairs issued guidelines to promote technological innovation in civil affairs, emphasizing the application of humanoid robots in elderly care and other critical areas [18] - The Jilin provincial government has prioritized "embodied intelligence" as a key industry direction for 2026, aiming to enhance applications in various sectors [19] - The Guangdong provincial government aims to strengthen emerging industries, including intelligent robots, as part of its economic strategy [20] Product and Technology Iteration - Figure AI launched the Helix 02 humanoid robot, which utilizes a single neural network for full-body control, showcasing its ability to perform complex tasks autonomously [5][21] - Yushun announced the open-source release of UnifoLM-VLA-0, a model aimed at enhancing humanoid robot operations [21] Investment and Financing - Zhejiang Humanoid Robot Innovation Center secured 450 million yuan in Pre-A financing, reflecting strong market confidence in humanoid robotics [24] - Shandong Future Robot completed a multi-hundred million yuan B round financing to enhance its technological capabilities and market reach [26] Key Company Announcements - Boke Technology expects a net profit increase of 39.08% to 63.63% for 2025, driven by robust demand in the robot sector [27] - Lide Harmony anticipates a net profit growth of 105% to 131% for 2025, attributed to significant advancements in its embodied intelligent robot business [28] - Changan Automobile aims to achieve mass production of humanoid robots by 2028, indicating a strategic shift towards robotics [28] - Li Auto confirmed its entry into the humanoid robot sector, restructuring its R&D team to focus on this emerging field [28]

证券日报网讯2月2日，昊志机电（300503）在互动平台回答投资者提问时表示，公司作为高端装备核心 功能部件的专业供应商，已成功开发并量产专用于芯片减薄机、划片机等半导体关键设备的高精度主 轴，公司将持续投入研发，紧跟前沿技术发展，提高产品精度、稳定行和可靠性，为智能制造发挥更重 要的作用。 ...

证券日报网讯2月2日，昊志机电（300503）在互动平台回答投资者提问时表示，全年营收指标请关注公 司年度报告。 ...

Investment Rating - The report maintains a "Recommended" rating for the humanoid robot industry, indicating that the industry index is expected to outperform the benchmark index by more than 10% [30]. Core Insights - The humanoid robot concept index experienced a decline of 5.69% from January 25 to January 30, 2026, underperforming the CSI 300 index by 5.78 percentage points. However, year-to-date, the humanoid robot index has increased by 3.44%, outperforming the CSI 300 index by 1.79 percentage points [11][15]. - Key companies in the humanoid robot sector are showing significant growth, with notable announcements of increased net profits for 2025, such as a projected increase of 39.08% to 63.63% for Boke Technology and 105% to 131% for Lide Harmony [4][27]. Weekly Market Review - The humanoid robot index saw a weekly decline of 5.69%, with the largest weekly gain recorded by Zhongwei Semiconductor at +36.57% and the largest loss by Haozhi Electromechanical at -22.44% [11][15]. - The humanoid robot industry is witnessing a surge in investment, with Zhejiang Humanoid Robot Innovation Center completing a 450 million yuan Pre-A round financing, and Shandong Future Robot securing several hundred million yuan in B round financing [4][24]. Weekly Hotspots Review Policy Developments - The Ministry of Civil Affairs issued guidelines to promote technological innovation in civil affairs, emphasizing the application of humanoid robots in elderly care and rehabilitation [18]. - Jilin Province has identified "embodied intelligence" as a key industry focus for 2026, aiming to enhance applications in various sectors [19]. - Guangdong Province's government report highlights the importance of developing new industries, including intelligent robots, as part of its economic strategy [20]. Product and Technology Iteration - Figure AI launched the Helix 02 humanoid robot, which can autonomously perform complex tasks in a kitchen environment using a single neural network [5][21]. - Yushun announced the open-source release of UnifoLM-VLA-0, a model aimed at enhancing humanoid robot operations [21]. Investment and Financing - Zhejiang Humanoid Robot Innovation Center's recent financing reflects strong market confidence in humanoid robots' potential in industrial digitalization [24]. - Shandong Future Robot's B round financing will support the development of new core technologies and market expansion [26]. Key Company Announcements - Boke Technology expects a significant increase in net profit for 2025, driven by the growing demand for robots [27]. - Lide Harmony anticipates a substantial growth in its embodied intelligent robot business, contributing to its overall performance [28]. - Changan Automobile aims to achieve mass production of humanoid robots by 2028, indicating a strategic shift towards robotics [28].

证券日报网讯2月2日，昊志机电（300503）在互动平台回答投资者提问时表示，公司于2026年1月24日 披露了《2025年度业绩预告》，具体数据请查看披露的相关内容。 ...

易方达国证机器人产业ETF（159530）基金经理为李树建、李栩。 截至发稿，李树建累计任职时间2年148天，现任基金资产总规模238.49亿元，任职期间最佳基金回报 134.02%， 任职期间最差基金回报-6.49%。 李栩累计任职时间3年70天，现任基金资产总规模332.66亿元，任职期间最佳基金回报179.73%， 任职 期间最差基金回报-3.6%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 2月2日，昊志机电涨5.13%，截至发稿，报58.42元/股，成交9.47亿元，换手率6.91%，总市值180.07亿 元。 资料显示，广州市昊志机电股份有限公司位于广东省广州市黄埔区禾丰路68号，成立日期2006年12月14 日，上市日期2016年3月9日，公司主营业务涉及中高端数控机床、机器人等高端装备核心功能部件的研 发设计、生产制造、销售与维修服务。主营业务收入构成为：通用设备制造100.00%。 从昊志 ...