证券之星消息，9月2日自动化设备板块较上一交易日下跌0.9%，思泰克领跌。当日上证指数报收于 3858.13，下跌0.45%。深证成指报收于12553.84，下跌2.14%。自动化设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 605288 | 凯迪股份 | 95.48 | 10.00% | 5.21万 | | 4.78亿 | | 002975 | 博杰股份 | 58.08 | 10.00% | 2.01万 | | 1.17亿 | | 688165 | 埃夫特 | 27.93 | 8.93% | 52.79万 | | 14.15 乙 | | 871478 | 巨能股份 | 31.98 | 6.78% | 6.01万 | | 206"I | | 873593 | 鼎智科技 | 42.95 | 5.55% | 13.05万 | | 5.44亿 | | 688017 | 绿的谐波 | 69.651 | 5.51% | 16.57万 | | 25.50亿 | | ...

午后机器人受消息影响迅速上涨，机器人ETF鹏华从跌幅3.22%上翻至收涨2.3%。 目前市面上机器人ETF中主要跟踪指数有两只，中证机器人指数和国证机器人指数。其中国证机器人因 为人型含量超70%，今年涨幅超34%，领先中证机器人约4%。机器人ETF鹏华跟踪国证机器人指数，今 日盘中涨幅位列ETF榜第一。 机器人ETF鹏华紧密跟踪国证机器人产业指数，国证机器人产业指数反映沪深北交易所机器人产业相关 上市公司的证券价格变化情况。截至2025年9月2日收盘，国证机器人产业指数(980022)强势上涨 1.88%，成分股汉威科技(300007)上涨11.50%，南网科技(688248)上涨10.36%，拓普集团(601689)上涨 10.00%，埃夫特(688165)，中大力德(002896)等个股跟涨。机器人ETF鹏华(159278)上涨2.30%，最新价 报1.11元。 数据显示，截至2025年8月29日，国证机器人产业指数(980022)前十大权重股分别为石头科技(688169)、 科沃斯(603486)、机器人(300024)、双环传动(002472)、绿的谐波(688017)、埃斯顿(002747)、拓普 ...

海外T定型临近，量产预期加强国内资本运作加速，智元宇树上市在即，量产指引高增资金板块轮动， 市场寻求更优方向。人型含量超70%的机器人ETF鹏华从跌幅3.22%上翻到涨幅2.30%。 数据显示，截至2025年8月29日，国证机器人产业指数(980022)前十大权重股分别为石头科技(688169)、 科沃斯(603486)、机器人(300024)、双环传动(002472)、绿的谐波(688017)、埃斯顿(002747)、拓普集团 (601689)、拓斯达(300607)、鸣志电器(603728)、汇川技术(300124)，前十大权重股合计占比41.12%。 机器人ETF鹏华紧密跟踪国证机器人产业指数，国证机器人产业指数反映沪深北交易所机器人产业相关 上市公司的证券价格变化情况。 ...

数据显示，景顺长城基金旗下1只基金重仓拓斯达。景顺长城国证机器人产业ETF（159559）二季度持 有股数56.66万股，占基金净值比例为3.61%，位居第六大重仓股。根据测算，今日浮盈赚取约108.78万 元。 9月2日，拓斯达涨5.27%，截至发稿，报38.35元/股，成交16.50亿元，换手率13.62%，总市值182.92亿 元。 资料显示，广东拓斯达科技股份有限公司位于广东省东莞市松山湖园区科苑西二路3号，成立日期2007 年6月1日，上市日期2017年2月9日，公司主营业务涉及为下游制造业客户提供工业自动化整体解决方案 及相关设备。主营业务收入构成为：智能能源及环境管理系统31.50%，工业机器人及自动化应用系统 29.39%，注塑机、配套设备及自动供料系统21.05%，数控机床(CNC)15.07%，其他3.00%。 从基金十大重仓股角度 截至发稿，金璜累计任职时间1年357天，现任基金资产总规模230.21亿元，任职期间最佳基金回报 97.59%， 任职期间最差基金回报1.36%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测 ...

Core Viewpoint - The company reported a significant decline in revenue and net profit for the first half of 2025, indicating challenges in its strategic transformation and business performance [1][2]. Group 1: Financial Performance - In the first half of 2025, the company achieved operating revenue of 1.086 billion yuan, a year-on-year decrease of 36.98% [1]. - The net profit attributable to shareholders was 29 million yuan, down 19.75% year-on-year, with basic earnings per share at 0.06 yuan [1]. Group 2: Strategic Transformation - The company is focusing on a strategic transformation by "focusing on products and shrinking projects," which has led to a significant contraction in its smart energy and environmental management systems business, with revenue dropping 67.20% to 342 million yuan [2]. - Despite the challenges in project-based businesses, the product segment showed steady growth, with overall revenue increasing by 22.66%, driven by industrial robots and CNC machine tools, which grew by 22.55% and 83.74% respectively [2]. Group 3: CNC Machine Tool Business - The impact of relocating CNC machine tool production capacity has been alleviated, resulting in a notable increase in revenue for this segment, which reached 164 million yuan, up 83.74% year-on-year [3]. - The company reported a healthy order backlog in CNC machine tools, with sales volume of five-axis linkage CNC machines increasing by approximately 35% to around 200 units, and shipment volume rising by about 55% to around 140 units [3]. - The product mix has shifted towards smaller CNC machines due to increased demand for humanoid robot components, leading to a decline in the gross margin of the CNC machine tool business by 3.67 percentage points [3]. Group 4: Profitability Outlook - The company is in the process of divesting from project-based businesses, which is expected to improve profitability. The gross margin for the smart energy and environmental management systems business was only 8.94%, significantly lower than the overall company gross margin of 29.43% [3]. - The company anticipates a turnaround in net profit for 2025, with revised revenue expectations of 2.147 billion, 2.218 billion, and 2.449 billion yuan for 2025-2027, corresponding to earnings per share of 0.15, 0.26, and 0.36 yuan respectively [4].

证券日报网讯 8月27日晚间，拓斯达发布公告称，公司及子公司无逾期对外担保，无涉及诉讼的对外担 保及因担保被判决败诉而应承担损失的情形。 （文章来源：证券日报） ...

格隆汇8月27日丨拓斯达(300607.SZ)于投资者互动平台表示，公司机器人客户中知名企业主要有伯恩光 学、立讯精密、富士康、华勤技术等。 ...

Group 1: Fund Research - The Sci-Tech Innovation Board performed outstandingly, with the Communication and Electronics sectors leading the industry [3] - The major indices in the equity market continued to rise, with the Sci-Tech 50 Index increasing by 13.31% and the ChiNext Index rising over 5% [3] - All 31 first-level industries in the Shenwan classification saw gains, with the top five sectors being Communication, Electronics, Comprehensive, Computer, and Beauty Care [3] Group 2: Company Research - Aima Technology (603529) - Aima Technology reported a revenue of 13.031 billion yuan for the first half of 2025, a year-on-year increase of 23.04%, and a net profit of 1.213 billion yuan, up 27.56% [9] - The company's gross margin and net margin improved to 19.25% and 9.49%, respectively, with significant growth in operating cash flow, which increased by 123.03% to 2.586 billion yuan [9][12] - Aima's product development strategy focuses on differentiation by addressing market demand and consumption scenarios, leading to a diverse product portfolio [12] Group 3: Company Research - Tuosida (300607) - Tuosida's revenue for the first half of 2025 was 1.086 billion yuan, a decline of 36.98%, with a net profit of 29 million yuan, down 19.75% [16] - The company is undergoing a strategic transformation, focusing on product business growth, with industrial robot revenue increasing by 22.55% and CNC machine tool revenue rising by 83.74% [16] - The company anticipates a turnaround in profitability as it continues to divest from low-margin project-based businesses [17] Group 4: Industry Research - Light Industry Manufacturing & Textile Apparel - The price of packaging paper has strengthened, with corrugated paper and boxboard prices rising by 180 yuan/ton and 25 yuan/ton, respectively, since the end of July [6][8] - The performance of companies benefiting from the "old-for-new" policy, such as soft home furnishings and electric two-wheelers, showed significant growth in their mid-year reports [8] - The light industry manufacturing sector underperformed the CSI 300 Index by 1.36 percentage points, while the textile and apparel sector lagged by 1.67 percentage points [7][8]

证券之星消息，8月22日，拓斯达（300607）融资买入1.3亿元，融资偿还1.29亿元，融资净买入61.31万 元，融资余额7.29亿元，近3个交易日已连续净买入累计6886.18万元。 | 交易日 | 融资净买入(元) | 融资余额(元) | 占流通市值比 | | --- | --- | --- | --- | | 2025-08-22 | 61.31万 | 7.29亿 | 5.95% | | 2025-08-21 | 3677.95万 | 7.28亿 | 6.01% | | 2025-08-20 | 3146.92万 | 6.91亿 | 5.51% | | 2025-08-19 | 1.36亿 | 6.60亿 | 5.17% | | 2025-08-18 | -177.56万 | 5.24亿 | 4.47% | 融资融券：融资余额是指融资买入股票的金额与融资偿还的金额之间的差额。如果融资余额增加，说明 投资者心态偏向买方，市场受欢迎，是强势市场；反之，则属于弱势市场。融券余额是指每日卖出的融 券金额与偿还的融券金额之间的差额。融券余额增加，说明市场趋向卖方市场；相反，它倾向于买方。 以上内容为证券之星据 ...

Summary of the Conference Call for TuoSiDa Company Overview - **Company**: TuoSiDa - **Date of Call**: August 22, 2025 Key Points Industry and Company Performance - **Overall Revenue**: TuoSiDa reported a revenue growth of 22.66% in the first half of the year, with a gross margin of 38.83% [2][3] - **Industrial Robotics Segment**: Revenue slightly increased, with a notable 80% growth in multi-joint robots, while automation systems contracted due to a focus on major clients [2][4] - **Injection Molding Segment**: Auxiliary machine revenue grew by 30%, while main injection machine revenue declined by 30%. Electric injection machines generated several tens of millions in revenue, with improved gross margins [2][5] - **CNC Machine Tool Segment**: Revenue increased by 83.74% year-on-year, with approximately 200 units sold, driven by orders from humanoid robot parts processing and aerospace sectors [2][5] - **Green Energy and Environmental Management Systems**: Revenue significantly decreased, with a 60% drop, as the company is gradually divesting from this segment [5] Financial Metrics - **Net Profit**: The net profit attributable to shareholders was 28 million, a decrease of about 20% year-on-year [3] - **Gross Margins**: Expected gross margins for 2025 are approximately 40% for industrial robots and automation, 27%-28% for CNC machines, and around 9% for green energy [11] Market Dynamics - **Competition in CNC Machine Tools**: The industry is highly competitive, with some companies offering zero down payment and leasing options. TuoSiDa has not adopted such strategies, leading to a decline in prices and gross margins [9] - **International Market Growth**: Significant growth in overseas markets, with revenue excluding green energy products increasing by over 90% [12] Future Outlook - **Sales Projections for Electric Injection Machines**: Expected sales for the first half of 2025 are several tens of millions, with full-year projections reaching several hundreds of millions [7] - **Automation Business Orders**: Orders are primarily driven by clients establishing overseas factories, particularly for new Apple product processes, with a positive market response anticipated for 2026 [8] Strategic Partnerships - **Collaboration with AI Companies**: No new developments with Huawei on core algorithms; however, a partnership with Zhipu AI has been established to develop humanoid robots using their AI models [10] Operational Insights - **Cash Flow**: Operating cash flow increased significantly due to reduced taxes and employee compensation [20] - **Inventory Management**: High inventory turnover days (320 days) may lead to potential impairment provisions in the second half of the year [21] R&D and Product Development - **New Product Launches**: A global open day event is scheduled for September 12, 2025, to showcase AI-integrated products, including humanoid robots [22][23] Challenges and Risks - **Green Energy Business**: The company is in the process of divesting from the green energy segment, which has been a significant drag on overall performance [5][18] - **Market Uncertainties**: The company is navigating strategic adjustments and external uncertainties, particularly related to the green energy business and accounts receivable pressures [17][18] Conclusion TuoSiDa is experiencing growth in several segments, particularly in industrial robotics and CNC machine tools, while facing challenges in the green energy sector. The company is strategically focusing on international markets and partnerships to enhance its product offerings and operational efficiency.