Group 1 - The stock of Haoshi Electromechanical fell by 5.03%, trading at 29.28 CNY per share, with a transaction volume of 617 million CNY and a turnover rate of 8.53%, resulting in a total market capitalization of 9.024 billion CNY [1] - Haoshi Electromechanical, established on December 14, 2006, and listed on March 9, 2016, is located in Huangpu District, Guangzhou, Guangdong Province. The company specializes in the research, design, manufacturing, sales, and maintenance services of high-end equipment core components, including mid-to-high-end CNC machine tools and robots. Its main business revenue is entirely from general equipment manufacturing, accounting for 100% [1] Group 2 - Among the top ten circulating shareholders of Haoshi Electromechanical, one fund from E Fund ranks as a significant shareholder. The E Fund National Robot Industry ETF (159530) entered the top ten circulating shareholders in the second quarter, holding 1.0307 million shares, which represents 0.43% of the circulating shares. The estimated floating loss today is approximately 1.5976 million CNY [2] - The E Fund National Robot Industry ETF (159530) was established on January 10, 2024, with a latest scale of 1.654 billion CNY. Year-to-date, it has achieved a return of 34.58%, ranking 884 out of 4222 in its category; over the past year, it has returned 91.9%, ranking 425 out of 3783; and since inception, it has returned 56.13% [2] - The fund managers of the E Fund National Robot Industry ETF are Li Shujian and Li Xu. Li Shujian has a cumulative tenure of 1 year and 361 days, managing a total fund size of 4.497 billion CNY, with the best fund return during his tenure being 95.86% and the worst being -0.03%. Li Xu has a cumulative tenure of 2 years and 283 days, managing a total fund size of 7.796 billion CNY, with the best fund return during his tenure being 119.09% and the worst being 11.05% [2]

Core Viewpoint - The Chinese government is actively promoting the development of the industrial mother machine sector, aiming to establish a high-quality standard system by 2026 and achieve world-leading standards by 2030 [1][2]. Industry Overview - The industrial mother machine is crucial for high-end manufacturing, influencing precision, efficiency, and safety in production [1]. - China has been the largest producer and consumer of machine tools globally for 15 consecutive years, with the market size expected to grow from 631.36 billion yuan in 2019 to 712.89 billion yuan in 2024, and to exceed 800 billion yuan by 2029 [1]. Policy Support - The Chinese government has implemented various policies to support the high-quality development of the industrial mother machine industry, including the "Industrial Mother Machine+" initiative and financial support for key manufacturing sectors [2]. - Recent activities have focused on promoting domestic substitution and upgrading the industry to meet the demands of emerging sectors such as new energy vehicles and humanoid robots [2]. Company Performance - In the first half of 2025, 21 industrial mother machine concept stocks reported profits exceeding 10 million yuan, with seven companies achieving profits over 100 million yuan [3]. - Notable performers include AVIC High-tech, which reported a revenue of 2.747 billion yuan, a year-on-year increase of 7.87%, and a net profit of 605 million yuan, up 0.24% [3]. - Companies like East China CNC and Qiaofeng Intelligent saw significant net profit growth, exceeding 30% year-on-year [3]. Market Reaction - Following positive news, the industrial mother machine sector saw a surge in stock prices, with companies like Qin Chuan Machine Tool and East China CNC hitting their daily limit up [2]. Institutional Attention - Companies such as AVIC High-tech, Haitan Precision, and Huari Precision are receiving significant institutional attention, indicating strong market interest [5]. - Haitan Precision specializes in CNC machine tool manufacturing and has developed advanced products to address the needs of the new energy vehicle industry [5].

Core Viewpoint - The announcement details the partial release and extension of share pledges by the controlling shareholder and actual controller of Guangzhou Haozhi Electromechanical Co., Ltd., Mr. Tang Xiuqing, indicating a strategic move to manage shareholding and financial obligations [1][2]. Group 1: Share Pledge Details - Mr. Tang Xiuqing pledged 26.84 million shares to Nanjing Securities on June 8, 2021, with the remaining 26.8396 million shares set to mature on August 28, 2025 [1]. - As of the announcement date, Mr. Tang and his concerted action party, Guangzhou Haoju Enterprise Management Co., Ltd., have completed the procedures for the release and extension of the pledged shares [1][2]. - The total number of shares pledged by Mr. Tang is 20.8396 million, accounting for 24.03% of his total shareholding [1]. Group 2: Pledged Share Statistics - The total number of shares held by Mr. Tang is 86.7268 million, representing 28.14% of the company's total share capital [2]. - The cumulative pledged shares amount to 9.78107 million, which is 31.74% of the total shares held by Mr. Tang [2]. - The company’s total share capital is reported to be 308,206,385 shares [2].

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。 证券代码：300503 证券简称：昊志机电 公告编号：2025-069 广州市昊志机电股份有限公司 关于控股股东、实际控制人部分股份解除质押 及质押展期的公告 广州市昊志机电股份有限公司（以下简称"公司"）控股股东、实际控制人 汤秀清先生于 2021 年 6 月 8 日将其持有的公司股份 2,684 万股质押给南京证券 股份有限公司（以下简称"南京证券"），于 2021 年 10 月 8 日、2022 年 10 月 31 日、2023 年 3 月 1 日和 2023 年 3 月 31 日提前回购并解除质押了部分股份， 剩余 2,683.96 万股到期日为 2025 年 8 月 28 日，具体内容详见公司分别于 2021 年 6 月 10 日、2021 年 10 月 12 日、2022 年 6 月 10 日、2022 年 11 月 2 日、2023 年 3 月 4 日、2023 年 4 月 4 日、2023 年 6 月 10 日、2023 年 12 月 23 日、2024 年 6 月 12 日 、 2024 年 ...

Core Viewpoint - The article discusses the importance of reducers in robotics, particularly harmonic reducers, which have seen a rise in domestic competition in China, breaking the long-standing Japanese monopoly. The focus is on three A-share companies: Grede Harmonic (688017.SH), Zhongdali De (002896.SZ), and Haozhi Electromechanical (300503.SZ), which are entering the robotics sector through harmonic reducers. Financial Performance - Haozhi Electromechanical leads in revenue with 703 million yuan, but its European business has declined by 18.6%, resulting in a revenue growth of 14.21% [5] - Zhongdali De has a revenue of 516 million yuan, but its growth is only 2.08%, with a decline in precision reducer revenue by 8.55% [5] - Grede Harmonic, with the smallest revenue of 251 million yuan, shows a remarkable growth rate of 45.82%, driven by high growth in both harmonic reducers and mechatronic products [5][6] Profitability and Cash Flow - Grede Harmonic achieved a net profit of 53.42 million yuan, a year-on-year increase of 45.87%, despite its smaller revenue base [6] - Haozhi Electromechanical and Zhongdali De reported net profits of 63.38 million yuan and 46.37 million yuan, with growth rates of 15.41% and 6.5% respectively [6] - Grede Harmonic's operating cash flow surged 130 times to 46.8 million yuan, while Zhongdali De's cash flow plummeted by 91.75% due to reduced sales collections [6] Technical and R&D Focus - All three companies emphasize R&D, with Grede Harmonic and Haozhi Electromechanical investing over 9% of their revenue in R&D, while Zhongdali De invests nearly 6% [8] - Grede Harmonic focuses on harmonic reducers and has established collaborations with universities and research centers, aiming to maximize its value in the domestic humanoid robot supply chain [9] - Haozhi Electromechanical is pursuing an acquisition strategy to enhance its international R&D capabilities, while Zhongdali De aims to integrate its products into a comprehensive solution for industrial automation [9] Market Valuation - As of September 1, all three companies have P/E ratios exceeding 100, with Grede Harmonic at 380, Zhongdali De at 239, and Haozhi Electromechanical at 105 [11] - The PEG ratios are also high, indicating strong market interest in humanoid robot supply chain companies, with Zhongdali De at 36.77, and Grede Harmonic and Haozhi Electromechanical at 8.28 and 6.81 respectively [11]

昊志机电今日涨停，全天换手率29.80%，成交额23.57亿元，振幅18.10%。龙虎榜数据显示，机构净买 入6937.07万元，深股通净买入6356.28万元，营业部席位合计净买入1.30亿元。 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5.92亿元，其中，买入成交额为4.28亿 元，卖出成交额为1.64亿元，合计净买入2.63亿元。 具体来看，今日上榜的营业部中，共有2家机构专用席位现身，即买四、买五，合计买入金额8697.39万 元，卖出金额1760.32万元，合计净买入6937.07万元，深股通为第一大买入营业部及第一大卖出营业 部，买入金额为1.47亿元，卖出金额为8379.70万元，合计净买入6356.28万元。 资金流向方面，今日该股主力资金净流入3.86亿元，其中，特大单净流入4.19亿元，大单资金净流出 3367.24万元。近5日主力资金净流入5.12亿元。（数据宝） 昊志机电8月25日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 深股通专 ...

证券之星消息，8月25日通用设备板块较上一交易日上涨1.24%，昊志机电领涨。当日上证指数报收于 3883.56，上涨1.51%。深证成指报收于12441.07，上涨2.26%。通用设备板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日通用设备板块主力资金净流出27.7亿元，游资资金净流入4.5亿元，散户资金净 流入23.21亿元。通用设备板块个股资金流向见下表： ...

（文章来源：每日经济新闻） 每经AI快讯，8月25日，人形机器人概念股快速拉升，昊志机电涨20%，利尔达涨超14%，兆易创新、 四维图新、伟创电气涨幅居前。 ...

Group 1 - The core viewpoint of the news highlights the significant growth in China's industrial robot production, with a projected output of 75,000 units in June 2025, representing a year-on-year increase of 37.9% [1] - In the first half of 2025, the cumulative production of industrial robots in China reached 369,000 units, showing a cumulative growth of 35.6% [1] - The report by Zhiyan Consulting provides insights into the development trends and supply-demand dynamics of the Chinese industrial robot industry from 2025 to 2031 [1] Group 2 - Listed companies in the industrial robot sector include Robot (300024), Estun (002747), New Times (002527), Tosida (300607), Huichuan Technology (300124), Huazhong CNC (300161), Jasic Technology (300193), Yawen Co. (002559), Tuo Mountain Heavy Industry (001226), and Haozhi Electromechanical (300503) [1] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research reports, business plans, feasibility studies, and customized services [2]

Core Viewpoint - The company, Haozhi Electromechanical, has formed a partnership with Yushu in 2023, involving the sale of a small quantity of turntables, but has not engaged in the humanoid robot sector as of now [1] Company Summary - The transaction amount between the company and Yushu is currently small, indicating limited financial impact [1]