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人形机器人明年交付量有望迎来爆发 多只业绩高增长概念股已大幅回撤
Zheng Quan Shi Bao Wang· 2025-12-03 08:13
| | | A股市值 | 较2025年以 | 2025年レ | | --- | --- | --- | --- | --- | | 代码 | 简称 | (亿元) | 来高点回撤 | 来机构调研 | | | | | (%) | 次数 | | 301236 | 软通动力 | 437.88 | -42. 81 | 6 | | 002664 | 信质集团 | 92. 78 | -36. 21 | 6 | | 300607 | 拓斯达 | 134. 32 | -35. 26 | 7 | | 603009 | 北特科技 | 135.72 | -34. 26 | 18 | | 603662 | 柯力传感 | 169.68 | 33.24 | 3 | | 002881 | 美格智能 | 127.29 | -33.19 | 1 | | 300680 | 降盛科技 | 104. 89 | 32. 94 | 2 | | 688077 | 大地能 | 34. 92 | -32. 88 | 4 | | 001339 | 智微智能 | 130. 99 | -32. 79 | 12 | | 603583 | 捷昌驱动 | 136. 22 ...
自动化设备板块12月2日跌1.46%,固高科技领跌,主力资金净流出6.01亿元
Zheng Xing Xing Ye Ri Bao· 2025-12-02 09:09
| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 301510 | 固高科技 | 34.46 | -6.05% | 22.53万 | 7.84亿 | | 300607 | 拓斯达 | 28.69 | -4.05% | 13.09万 | 3.77亿 | | 301021 | 英诺激光 | 37.50 | -4.02% | 4.18万 | 1.59亿 | | 688310 | 迈得医疗 | 15.02 | -3.78% | 5.14万 | 7764.68万 | | 688017 | 绿的谐波 | 144.39 | -3.68% | 3.45万 | 5.05亿 | | 688170 | 德龙激光 | 32.00 | -3.64% | 2.96万 | 9576.83万 | | 300486 | 东杰智能 | 20.23 | -3.62% | 10.52万 | 2.15亿 | | 688306 | 均農智能 | 10.75 | -3.33% | 12.31万 | 1.34亿 | | 688165 | 埃夫特 ...
A股异动丨拓斯达跌逾4% 股东杨双保拟减持不超1.19%公司股份
Ge Long Hui A P P· 2025-12-02 05:47
Core Viewpoint - TuoSiDa (300607.SZ) shares have dropped by 4.45% to 28.57 yuan, with a current trading volume of 300 million yuan and a market capitalization of 13.6 billion yuan. The company announced that shareholder Yang Shuangbao plans to reduce his stake by up to 5.6405 million shares, accounting for 1.1938% of the total share capital after excluding shares in the repurchase account, within three months starting from three trading days after this announcement [1]. Company Summary - TuoSiDa's current share price is 28.57 yuan, reflecting a decline of 4.45% [1]. - The company's latest market capitalization stands at 13.6 billion yuan [1]. - Shareholder Yang Shuangbao intends to sell up to 5.6405 million shares, which represents 1.1938% of the total share capital after excluding repurchased shares [1].
机器人概念股走低,相关ETF跌近2%
Mei Ri Jing Ji Xin Wen· 2025-12-02 03:34
(文章来源:每日经济新闻) 有券商表示,具身智能浪潮下,人形机器人成为AI最佳载体,有望迎来10年产业大周期。从产业进展来看, 2025年机器人已成功开启小规模量产,各零部件环节加速迭代与扩产,整体产业链有望于2026年加速爆发。 机器人概念股走低,拓斯达跌超4%,绿的谐波跌超3%,双环传动、拓普集团、鸣志电器跌超2%。 受盘面影响,机器人相关ETF跌近2%。 | 代码 | 名称 | 现价 | 涨跌 涨跌幅 ▲ | | --- | --- | --- | --- | | 159272 | 机器人ETF富国 | 0.847 | -0.016 -1.85% | | 159278 | 机器人ETF鹏华 | 1.006 | -0.019 -1.85% | | 159559 | 机器人50ETF | 1.278 | -0.024 -1.84% | | 159530 | 机器人ETF易方达 1.421 | | -0.026 -1.80% | ...
拓斯达股东杨双保拟减持不超1.1938%股份
Zhi Tong Cai Jing· 2025-12-01 12:05
Core Viewpoint - The announcement indicates that shareholder Yang Shuangbao plans to reduce his stake in TuoSiDa (300607.SZ) by up to 5.6405 million shares within a specified timeframe, which represents approximately 1.1938% of the company's total share capital excluding shares held in the repurchase account [1] Summary by Categories - **Shareholder Action** - Shareholder Yang Shuangbao intends to reduce his holdings through block trades and centralized bidding [1] - The reduction period is set from December 5, 2025, to March 4, 2026 [1] - **Impact on Company Shares** - The planned reduction accounts for a maximum of 5.6405 million shares [1] - This represents 1.1938% of the total share capital after excluding repurchased shares [1]
拓斯达(300607.SZ)股东杨双保拟减持不超1.1938%股份
智通财经网· 2025-12-01 12:00
Core Viewpoint - The shareholder Mr. Yang Shuangbao of TuoSiDa (300607.SZ) plans to reduce his holdings in the company by up to 5.6405 million shares within a three-month period from December 5, 2025, to March 4, 2026, representing 1.1938% of the total share capital excluding shares in the repurchase account [1]. Summary by Category - **Shareholder Actions** - Mr. Yang Shuangbao intends to reduce his stake through block trades and centralized bidding [1]. - The planned reduction is capped at 5.6405 million shares [1]. - **Impact on Company Shares** - The reduction represents 1.1938% of the total share capital after excluding shares held in the repurchase account [1].
拓斯达:股东杨双保拟减持不超过约564万股
Mei Ri Jing Ji Xin Wen· 2025-12-01 11:29
每经头条(nbdtoutiao)——5年期大面积下线,3年期利率低至1.5%仍一单难求:要么"售罄"要么"额度 紧张"!中长期大额存单为何在消失? (记者 王晓波) 每经AI快讯,拓斯达(SZ 300607,收盘价:29.9元)12月1日晚间发布公告称,持有公司股份约2256万 股(占公司总股本比例约为4.78%,总股本已剔除回购专户股份数约447万股)的股东杨双保先生计划 在本公告披露之日起3个交易日后的3个月内以大宗交易、集中竞价交易方式减持公司股份不超过约564 万股,占公司剔除回购专用账户股份后的总股本比例为1.1938%。 截至发稿,拓斯达市值为143亿元。 2024年1至12月份,拓斯达的营业收入构成为:工业占比100.0%。 ...
拓斯达:股东杨双保拟减持不超1.1938%股份
Mei Ri Jing Ji Xin Wen· 2025-12-01 11:28
Group 1 - The core point of the announcement is that shareholder Yang Shuangbao plans to reduce his holdings in TuoSiDa (300607.SZ) by up to 5.6405 million shares, which represents 1.1938% of the total share capital excluding shares in the repurchase account [1] - The reduction will take place within three months, specifically from December 5, 2025, to March 4, 2026, through block trades and centralized bidding [1] - The reason for the reduction is stated as personal funding needs, and the shares being sold are from those held prior to the initial public offering, including shares from capital reserve conversion [1]
拓斯达(300607) - 关于特定股东减持股份预披露公告
2025-12-01 11:10
证券代码:300607 证券简称:拓斯达 公告编号:2025-076 广东拓斯达科技股份有限公司 关于特定股东减持股份预披露公告 本公司股东杨双保先生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。 广东拓斯达科技股份有限公司(以下简称"公司")于近日收到 公司股东杨双保先生出具的《关于计划减持公司股份告知函》,现将 有关情况公告如下: | 股东名称 | 持股数(股) | 占公司剔除回购专用账户股份 后的总股本比例 | | --- | --- | --- | | 杨双保 | 22,562,331 | 4.7751% | 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。 特别提示: 持有本公司股份 22,562,331 股(占本公司总股本比例 4.7751%, 总股本已剔除回购专户股份数 4,471,668 股)的股东杨双保先生计划 在本公告披露之日起 3 个交易日后的 3 个月内(即 2025 年 12 月 5 日-2026 年 3 月 4 日)以大宗交易、集中竞价交易方式减持公司股份 不超过 5,640,500 股,占公司剔除回购专用账户股份后的总股本比 ...
拓斯达涨2.05%,成交额1.38亿元,主力资金净流入943.67万元
Xin Lang Cai Jing· 2025-12-01 02:35
Group 1 - The core viewpoint of the news highlights the recent stock performance and financial metrics of TuoSiDa, indicating a mixed trend in its stock price and significant changes in its financial results [1][2]. - As of December 1, TuoSiDa's stock price increased by 2.05% to 29.83 CNY per share, with a total market capitalization of 14.228 billion CNY [1]. - Year-to-date, TuoSiDa's stock has risen by 17.03%, but it has experienced a decline of 8.75% over the past 20 days and 17.02% over the past 60 days [1]. Group 2 - TuoSiDa, established in June 2007 and listed in February 2017, specializes in providing industrial automation solutions and related equipment to downstream manufacturing clients [2]. - The company's revenue composition includes: 31.50% from smart energy and environmental management systems, 29.39% from industrial robots and automation applications, 21.05% from injection molding machines and related equipment, and 15.07% from CNC machine tools [2]. - For the period from January to September 2025, TuoSiDa reported a revenue of 1.688 billion CNY, a year-on-year decrease of 24.49%, while its net profit attributable to shareholders increased by 446.75% to 49.3365 million CNY [2]. Group 3 - As of September 30, 2025, TuoSiDa had 71,600 shareholders, a decrease of 17.93% from the previous period, with an average of 4,638 circulating shares per shareholder, an increase of 21.85% [2]. - The top ten circulating shareholders include several ETFs focused on robotics, with notable increases in holdings, such as E Fund's National Robot Industry ETF and Huaxia's CSI Robot ETF [3].