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].

Core Viewpoint - The robotics sector is experiencing a decline, with significant drops in key stocks and ETFs, despite the potential for a long-term growth cycle driven by humanoid robots as carriers of AI technology [1][2]. Group 1: Stock Performance - Key robotics stocks such as Tuosida fell over 4%, Green Harmony over 3%, and others like Shuanghuan Transmission, Top Group, and Mingzhi Electric dropped over 2% [1]. - Robotics-related ETFs also saw a decline, with an average drop of nearly 2% [1]. Group 2: ETF Details - Specific ETF performance includes: - Robot ETF Fuguo: Current price 0.847, down 1.85% - Robot ETF Penghua: Current price 1.006, down 1.85% - Robot 50 ETF: Current price 1.278, down 1.84% - Robot ETF Yifangda: Current price 1.421, down 1.80% [2]. Group 3: Industry Outlook - Analysts suggest that the wave of embodied intelligence positions humanoid robots as the best carriers for AI, potentially leading to a 10-year industrial cycle [2]. - By 2025, small-scale production of robots is expected to commence, with rapid iteration and expansion in component manufacturing, leading to an accelerated industry explosion by 2026 [2].

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]

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].

Group 1 - The core point of the news is that Yang Shuangbao, a shareholder of Tuosida, plans to reduce his holdings by up to approximately 5.64 million shares, which represents about 1.1938% of the company's total share capital after excluding repurchased shares [1] - As of the announcement, Tuosida's market capitalization is approximately 14.3 billion yuan [2] - The company's revenue composition for the year 2024 is projected to be 100% from the industrial sector [1]

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]

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 ...

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].

Core Insights - The article discusses the growth of the industrial robot industry in China, highlighting significant production increases and future prospects [1] Industry Overview - According to the National Bureau of Statistics, the production of industrial robots in China reached 76,000 units in September 2025, representing a year-on-year growth of 28.3% [1] - From January to September 2025, the cumulative production of industrial robots in China was 595,000 units, with a cumulative growth rate of 29.8% [1] Companies Mentioned - 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) - TuoShan Heavy Industry (001226) - Haozhi Electromechanical (300503) [1] Research Report - The article references a report by Zhiyan Consulting titled "2026-2032 China Industrial Robot Industry Competitive Strategy Research and Future Outlook" [1]

Core Viewpoint - The trend of A-share companies planning to list in Hong Kong continues, with 18 companies disclosing their intentions to issue H-shares and list on the Hong Kong Stock Exchange in November [1] Group 1: Companies Planning to List - 18 A-share listed companies have announced plans to issue H-shares and list in Hong Kong from November 1 to November 29 [1] - Zhongji Xuchuang announced on November 10 its intention to issue H-shares and list on the Hong Kong Stock Exchange [1] Group 2: Specific Company Announcements - Runjian Co., Ltd. announced on November 25 its plan to issue H-shares and list in Hong Kong [2] - Ningbo Yunsheng authorized management on November 24 to initiate preparations for issuing H-shares and listing in Hong Kong [2] - Igor announced on November 24 its plan to issue H-shares and list in Hong Kong [2] - Miao Exhibition announced on November 24 its intention to issue H-shares and list in Hong Kong [2] - Zhuoyi Information announced on November 20 its plan to issue H-shares and list in Hong Kong [2] - Yuanjie Technology announced on November 19 its intention to issue H-shares and list in Hong Kong [2] - Dashang Co., Ltd. announced on November 18 its plan to issue H-shares and list in Hong Kong [2] - Sifang Jingchuang announced on November 14 its intention to issue H-shares and list on the main board of the Hong Kong Stock Exchange [2] - Zejing Pharmaceutical announced on November 14 its plan to issue H-shares and list in Hong Kong [2] - Juxin Technology announced on November 14 its intention to issue H-shares and list in Hong Kong [2] - Deye Co., Ltd. announced on November 13 its plan to issue H-shares and list in Hong Kong [2] - Tuosida announced on November 12 its intention to issue H-shares and list in Hong Kong [2] - Marumi Bio announced on November 12 its plan to issue H-shares and apply for listing in Hong Kong [2] - Transsion Holdings announced on November 12 its intention to issue H-shares and list in Hong Kong [2] - Anker Innovations announced on November 11 its plan to issue H-shares and list in Hong Kong [2] - Visual China announced on November 4 that it is planning to issue H-shares [2] - Juhe Materials announced on November 3 its plan to issue FF shares and list in Hong Kong [2]