昊志机电（300503）(300503.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净利润1.28亿 元至1.65亿元，同比增长54.40%至99.03%;扣除非经常性损益后的净利润7650万元至1.12亿元，同比增长 79.77%至163.19%。 ...

智通财经APP讯，昊志机电(300503.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净利润 1.28亿元至1.65亿元，同比增长54.40%至99.03%;扣除非经常性损益后的净利润7650万元至1.12亿元，同 比增长79.77%至163.19%。 ...

Core Viewpoint - The company, Haozhi Electromechanical, expects a significant increase in net profit attributable to shareholders for 2025, driven by growth in PCB market demand due to AI infrastructure and consumer electronics upgrades [1] Financial Performance - The projected net profit for 2025 is between 128 million and 165 million yuan, representing a year-on-year growth of 54.40% to 99.03% [1] - The net profit after deducting non-recurring gains and losses is expected to be between 76.5 million and 112 million yuan, indicating a growth of 79.77% to 163.19% compared to the previous year [1] Market Drivers - The increase in sales revenue of PCB processing equipment and various spindle products is attributed to the growth in PCB market demand, accelerated domestic substitution, and technological innovation [1] - The company benefits from scale effects, which have led to an improvement in product gross margins and overall operational capabilities [1] Non-recurring Gains - The estimated impact of non-recurring gains and losses on net profit attributable to shareholders is approximately 33.5 million to 50 million yuan, compared to 40.35 million yuan in the same period last year [1]

Core Viewpoint - The company, Haozhi Electromechanical, forecasts a net profit attributable to shareholders for the year 2025 to be between 128 million and 165 million yuan, representing a year-on-year growth of 54.40% to 99.03% [1] Group 1: Financial Performance - The expected net profit range for 2025 is 128 million to 165 million yuan [1] - This projection indicates a significant increase compared to the previous year, with growth rates between 54.40% and 99.03% [1] Group 2: Market Drivers - The growth in the PCB market demand is attributed to advancements in AI computing infrastructure and upgrades in consumer electronics [1] - The acceleration of domestic substitution and technological innovation has also contributed to the increase in sales revenue of the company's PCB specialized processing equipment and various spindle products [1]

Core Viewpoint - The company, Haozhi Electromechanical, expects a significant increase in net profit for 2025, driven by growth in the PCB market due to AI computing infrastructure and consumer electronics upgrades [1] Group 1: Financial Projections - The company forecasts a net profit attributable to shareholders of between 128 million and 165 million yuan for 2025, representing a year-on-year growth of 54.4% to 99.03% [1] Group 2: Market Drivers - The growth in the PCB market is attributed to increased demand from AI computing infrastructure and upgrades in consumer electronics [1] - The acceleration of domestic substitution and technological innovation is also contributing to the sales revenue increase of the company's PCB processing equipment and various spindle products [1]

Core Viewpoint - The company expects a significant increase in net profit for the fiscal year 2025, projecting between 128 million to 165 million yuan, representing a year-on-year growth of 54.40% to 99.03% [1] Group 1: Market Demand and Growth Drivers - The growth in the PCB market demand is attributed to advancements in AI computing infrastructure and upgrades in consumer electronics [1] - The acceleration of domestic substitution and technological innovation has also contributed to the increased demand for the company's PCB specialized processing equipment and various spindle products [1] Group 2: Financial Performance - The sales revenue of PCB specialized processing equipment and various spindle products has significantly increased year-on-year due to the aforementioned market demand [1] - The scale effect has led to an improvement in product gross margin, enhancing the overall operational capability of the company [1] - The substantial growth in net profit for 2025 is driven by these factors, indicating a strong financial outlook for the company [1]

Core Viewpoint - The company, Haozhi Electromechanical, forecasts a net profit attributable to shareholders for the year 2025 to be between 128 million and 165 million yuan, representing a year-on-year growth of 54.40% to 99.03% [1] Group 1: Financial Performance - The expected net profit for 2025 is projected to be between 128 million and 165 million yuan [1] - This represents a significant increase compared to the previous year, with growth rates ranging from 54.40% to 99.03% [1] Group 2: Market Drivers - The growth in the PCB market demand is driven by advancements in AI computing infrastructure and upgrades in consumer electronics [1] - The acceleration of domestic substitution and technological innovation has contributed to the increase in sales revenue of the company's PCB processing equipment and various spindle products [1] Group 3: Operational Efficiency - The scale effect has led to an improvement in gross profit margins, enhancing the company's operational capabilities [1]

2025年度业绩预告 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。 一、本期业绩预计情况 （1）以区间数进行业绩预告的 单位：万元 | 项目 | 本报告期 | | | | 上年同期 | | --- | --- | --- | --- | --- | --- | | 归属于上市公司 | 12,800 | | ~ | 16,500 | 8,290.04 | | 股东的净利润 | 比上年同期增长 | 54.40% | ~ | 99.03% | | | 扣除非经常性损 | 7,650 | | ~ | 11,200 | 4,255.51 | | 益后的净利润 | 比上年同期增长 | 79.77% | ~ | 163.19% | | 二、与会计师事务所沟通情况 证券代码：300503 证券简称：昊志机电 公告编号：2026-002 广州市昊志机电股份有限公司 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日 2、业绩预告情况：预计净利润为正值且属于同向上升 50%以上情形 主轴产品销售收入同比大幅提升。在规模效应带动下，产品毛利率有所提 ...

Core Viewpoint - The Robot ETF (562500) is experiencing positive market performance, with significant interest in Tesla's Optimus robots, which are expected to advance in functionality and reliability by the end of the year [1][2]. Group 1: ETF Performance - As of 1:25 PM today, the Robot ETF (562500) opened strong, reaching a maximum increase of 1.03%, with the latest price at 1.124 yuan, up 0.807% from the opening price [1]. - The ETF consists of 66 component stocks, with 52 showing gains; notable performers include Haozhi Electromechanical, which rose by 7.32%, and 13 other stocks that increased by over 2% [1]. - The trading volume for the Robot ETF reached 7.81 billion yuan, with a turnover rate of 2.94%, indicating high trading activity [1]. Group 2: Industry Developments - Elon Musk made a rare appearance at the Davos Forum, discussing Tesla's deployment of Optimus robots in factories for simple tasks, with expectations for more complex capabilities by the end of the year [1]. - If Tesla confirms the reliability, safety, and functionality of the robots, public sales may begin by the end of next year [1]. - Dongfang Securities highlighted advancements in the Optimus robot, including new flexible protective layers, which present development opportunities for related industries [1]. Group 3: Market Outlook - Domestic manufacturers have made progress in the humanoid robot sector, with anticipated growth in demand for flexible protective layers as humanoid robots enter mass production and expand application scenarios [2]. - The Robot ETF (562500) is the only robot-themed ETF in the market with a scale exceeding 20 billion, covering various segments such as humanoid robots, industrial robots, and service robots [2]. - Recent adjustments to the ETF's component stocks have increased the humanoid robot content to nearly 70%, successfully removing underperforming stocks and including higher-quality ones [2].

Core Viewpoint - The robot industry is experiencing significant growth, with the Robot 50 ETF showing strong performance and increased investment activity in humanoid robots, driven by recent financing and technological advancements [1][2]. Group 1: ETF Performance - As of January 21, 2026, the Robot 50 ETF (159559) increased by 0.80%, with notable gains from constituent stocks such as Tianzhihang (up 16.47%), Boshi Co. (up 6.30%), and Xinjie Electric (up 5.74%) [1]. - The Robot 50 ETF saw a scale increase of 842 million yuan over the past three months, indicating significant growth [1]. - In terms of shares, the ETF experienced a growth of 13.5 million shares in January, reflecting strong investor interest [1]. Group 2: Fund Inflows - The Robot 50 ETF has recorded continuous net inflows over the past three days, with a peak single-day net inflow of 94.01 million yuan, totaling 116 million yuan in net inflows [1]. Group 3: Industry Developments - Recent financing activities, including a 1 billion yuan A++ round for a humanoid robot company, highlight the increasing investment interest in the humanoid robot sector [1]. - Companies such as UBTECH, Zhiyuan Robotics, and Zhujidongli are accelerating their efforts in technology development and ecosystem collaboration, focusing on areas like training data acquisition and the release of embodied intelligent systems [1]. - According to Guoyuan Securities, the collaborative innovation across the robot industry chain is accelerating, supported by clear policy guidance, which is expected to expedite the industrialization process of humanoid robots [1].