截至8月19日午后一小时，主力资金流入前20的股票分别为：四川长虹（12.88亿元）、中油资本（8.85 亿元）、拓普集团（8.49亿元）、赛力斯（5.81亿元）、御银股份（5.50亿元）、海立股份（5.25亿 元）、新易盛（4.57亿元）、国电电力（4.15亿元）、亨通光电（3.94亿元）、工业富联（3.91亿元）、 润和软件（3.90亿元）、塞力医疗（3.89亿元）、诚迈科技（3.75亿元）、南方精工（3.57亿元）、拓斯 达（3.50亿元）、酒鬼酒（3.44亿元）、国轩高科（3.40亿元）、广东建科（3.39亿元）、海格通信 （3.37亿元）、中国银行（3.36亿元）。 本文源自：金融界 作者：金股通 ...

Group 1 - The core viewpoint of the articles highlights the strong performance of the robotics industry, particularly in the context of the World Robot Conference (WRC) held in Beijing, showcasing various applications of embodied intelligent robots [1][2] - The National Securities Index for Robotics (980022) has seen a significant increase of 2.82%, with key stocks such as Hechuan Technology (688320) rising by 16.68% and Top Group (601689) by 10.00% [1] - The recent WRC featured nearly 200 traditional and humanoid robot companies, launching over 100 new products, demonstrating applications in industrial tasks, consumer activities, and entertainment [1] Group 2 - According to Guoxin Securities, the future of the robotics industry is expected to follow a path from "specific scenarios to cross-specific scenarios to general scenarios," indicating a variety of forms will emerge [2] - The current challenge for humanoid robots lies in their algorithm capabilities, which limits their ability to generalize across different scenarios; initial applications are expected in B-end specific scenarios [2] - The top ten weighted stocks in the National Securities Index for Robotics account for 40.09% of the index, with companies like Stone Technology (688169) and Ecovacs (603486) leading the list [2]

Group 1 - The humanoid robot sector is experiencing a significant rally, with multiple companies seeing substantial stock price increases [2] - Jintian Co., Ltd. has achieved a five-day consecutive limit-up, indicating strong investor interest and confidence [2] - Other companies such as Top Group, Hongrun Construction, Chongda Technology, and Far East Holdings have also reached their daily price limits, showcasing a broad market enthusiasm for humanoid robotics [2] Group 2 - Hechuan Technology has surged over 15%, reflecting positive market sentiment towards the sector [2] - Companies like Yian Technology, Runhe Software, and Fengli Intelligent have all increased by over 10%, further indicating a robust performance across the industry [2] - Additional firms including Longsheng Technology, Tuosida, Dingzhi Technology, Henggong Precision, and Longxi Co., Ltd. are also experiencing upward trends in their stock prices [2]

Core Insights - The 2025 World Robot Conference highlights the strategic value of embodied intelligence, with the company, Tuosida, focusing on this field through the establishment of a global R&D headquarters [1][5] - Tuosida's recent strategic transformation involves a shift towards product-focused business, reducing low-margin project-based operations, and increasing the proportion of product business [2][5] Group 1: Business Transformation - Tuosida has actively reduced project-based business by 54.22% while increasing product business by over 15% year-on-year, leading to continuous growth in shipment and order volumes [2] - The company has achieved significant growth in its multi-joint robots, with over 2,000 units shipped and a revenue increase of 76.04% year-on-year [2] - The global R&D headquarters is equipped with high-standard laboratories, enhancing the company's technological innovation and sustainable development [2][6] Group 2: Product Development and Achievements - In Q1 2025, Tuosida's industrial robot revenue grew by 23.81%, with strong order backlogs and successful customer expansion [3] - The company showcased a new generation of intelligent robot control platforms at the Huawei Developer Conference, marking a significant advancement in integrating AI with robotics [3][6] - Tuosida's dual-arm robots demonstrated industry-leading performance in precision and responsiveness during a collaborative test with the China Industrial Internet Research Institute [3] Group 3: Market Opportunities and Future Outlook - The rapid development of embodied intelligence is expected to drive innovation in robotics and industrial upgrades, with government policies supporting the growth of a trillion-yuan industry by 2027 [5] - Tuosida is positioned as one of the few companies with a full industry chain layout in robotics, leveraging its expertise in control technology to enhance embodied intelligence applications [5][6] - The company aims to create a multi-dimensional driving system combining scenarios, data, and AI, facilitating the evolution of robots from mere execution to intelligent decision-making [6][7]

Core Insights - The article discusses the rapid growth and opportunities in the robotics industry across various Chinese cities, highlighting the competitive landscape and the role of policies and capital in driving this growth [1][2][5]. Group 1: Industry Overview - As of August 4, 2025, there are 22 cities in China with over 10,000 robotics companies, with Shenzhen, Guangzhou, and Shanghai leading in numbers at 65,291, 53,288, and 45,801 respectively [2][5]. - The Chinese industrial robotics market has seen significant growth, with production increasing from 33,000 units in 2015 to 556,000 units in 2024, and service robots reaching 10.52 million units [5][6]. Group 2: Regional Dynamics - The eastern region of China dominates the robotics industry, accounting for 66.06% of the total number of robotics companies, while central and western regions hold 15.33% and 14.97% respectively [5][6]. - Guangdong province, particularly Shenzhen and Guangzhou, is highlighted for its robust industrial ecosystem, with a complete supply chain from AI chips to manufacturing, contributing to over 240,000 industrial robots produced in 2024, a 31.2% increase year-on-year [6][7]. Group 3: Policy and Innovation - Sixteen cities, including Shenzhen and Shanghai, have implemented special policies to support the robotics industry, focusing on core technology development and application scenarios [9][10]. - Beijing and Shanghai have established national-local collaborative innovation centers for embodied intelligent robots and humanoid robots, while several provinces have set up their own innovation centers to enhance regional strengths [10][11]. Group 4: Future Trends - The global robotics market is projected to exceed $400 billion by 2029, with China expected to capture nearly half of this market [8]. - The industry is anticipated to undergo significant changes driven by artificial intelligence, leading to a transformation in technology paradigms, application scenarios, and global competitive dynamics [8][9].

证券日报网讯8月7日晚间，拓斯达（300607）发布公告称，因经营发展需要，公司主要办公地址发生变 更。变更后的办公地址为广东省东莞市松山湖园区科苑西二路3号。 ...

证券代码：300607 证券简称：拓斯达 公告编号：2025-057 广东拓斯达科技股份有限公司董事会 广东拓斯达科技股份有限公司 关于变更办公地址的公告 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。 广东拓斯达科技股份有限公司（以下简称"公司"）根据经营 发展需要，公司主要办公地址发生变更，现就具体情况公告如下： 变更前办公地址：广东省东莞市大岭山镇大塘朗创新路 2 号、 广东省东莞市大岭山镇连环路 39 号 变更后办公地址：广东省东莞市松山湖园区科苑西二路 3 号 除上述调整外，公司注册地址、联系电话、传真、电子邮箱及 其他投资者联系方式等均保持不变。 敬请广大投资者注意。 特此公告。 2025 年 8 月 7 日 1 ...

证券日报网讯 7月30日晚间，拓斯达发布公告称，公司第四届董事会第二十五次会议审议通过了《关于 公司部分自用房地产转为投资性房地产的议案》。 （文章来源：证券日报） ...

Core Viewpoint - The company, TuoSiDa (300607.SZ), plans to convert part of its self-owned real estate into investment properties to enhance asset utilization and generate rental income while ensuring orderly production and operations [1]. Group 1: Real Estate Conversion - The company aims to transform some of its self-used real estate into investment properties to improve asset efficiency [1]. - This strategy is aligned with the company's future operational development needs [1]. Group 2: Real Estate Details - The total area of the self-owned real estate is 73,337.77 square meters [2]. - As of June 30, 2025, the book value of the properties is 216.3747 million yuan, with a net book value of 166.2071 million yuan [2].

证券代码：300607 证券简称：拓斯达 公告编号：2025-055 广东拓斯达科技股份有限公司 关于第四届董事会第二十五次会议决议的公告 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、董事会会议召开情况 广东拓斯达科技股份有限公司（以下简称"公司"）第四届董事 会第二十五次会议（以下简称"会议"）通知于 2025 年 7 月 26 日 以邮件、通讯及书面等方式送达了全体董事及高级管理人员。会议于 2025 年 7 月 29 日 16:00 在公司会议室以现场结合通讯方式召开。应 出席本次会议董事 9 人，实际出席本次会议董事 9 人，其中吴丰礼 先生、黄代波先生、张朋先生、兰海涛先生、王志成先生通过通讯方 式表决。公司董事长吴丰礼先生因公出差以通讯方式出席会议，经半 数以上董事共同推举，本次会议由董事周永冲先生主持，公司全体高 级管理人员列席了会议。会议召开符合《公司法》等有关法律、行政 法规、部门规章、规范性文件和《公司章程》的有关规定。本次会议 经过与会董事的认真讨论，投票表决，形成如下决议。 二、董事会会议审议情况 （一）审议通过《关于公司部分自 ...