Market Review - The AI and robotics sectors continued their upward trend, achieving a "three consecutive days" increase, with the Huaxia AI ETF (589010) closing up 0.98% and reaching a peak intraday increase of 2.62% [1] - Key holdings included Chipone Technology leading with a 13.39% increase, followed by CloudWalk Technology at 4.79%, and both Daotong Technology and Yuntian Lifeng rising over 3% [1] - The Robotics ETF (562500) closed up 0.71%, experiencing significant volatility with an intraday peak fluctuation of 3.67% [1] - Notable performers included Hechuan Technology leading with a 14.50% increase, followed by Fengli Intelligent at 13.30%, Huachen Equipment at 11.11%, and Xiasha Precision hitting a 10% limit-up [1] - Total trading volume reached 2.022 billion yuan, indicating robust market activity and sustained liquidity [1] - The latest scale of the Robotics ETF reached 17.35 billion yuan, setting a new record and significantly surpassing comparable funds [1] Hot News - DeepSeek announced the upgrade of its online model to version 3.1, featuring a longer context window and readiness for testing [2] - Yuzhu Technology teased a new humanoid robot with a height of 1.8 meters and 31 degrees of freedom, suggesting agility and elegance [2] - Shanghai's implementation plan for accelerating "AI + manufacturing" aims to promote intelligent applications in 3,000 manufacturing enterprises over three years, establish 10 industry benchmark models, and develop around 10 "AI + manufacturing" demonstration factories [2] Institutional Views - Guojin Securities expressed optimism regarding the domestic advantages in the integration of AI with software and hardware, particularly in consumer and overseas markets, as evidenced by the preliminary validation from Meitu and Kuaishou's ARR [3] - The firm also anticipates positive growth in the second half of the year, with expected increases in revenue contributions from AI applications in enterprise service software and manufacturing information systems [3] Popular ETFs - The Robotics ETF (562500) is noted as the only fund exceeding 10 billion yuan in scale, offering the best liquidity and comprehensive coverage of the Chinese robotics industry [4] - The Huaxia AI ETF (589010) is characterized as the "brain" of robotics, with a 20% fluctuation limit and small to mid-cap elasticity, aimed at capturing pivotal moments in the AI industry [4]

截至8月19日收盘，华为欧拉概念上涨1.82%，位居概念板块涨幅第9，板块内，28股上涨，诚迈科技 20%涨停，四川长虹涨停，普元信息、拓斯达、润和软件等涨幅居前，分别上涨11.77%、8.84%、 8.02%。跌幅居前的有景嘉微、艾融软件、网达软件等，分别下跌7.50%、3.25%、1.73%。 华为欧拉概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 600839 | 四川长 虹 | 9.99 | 11.21 | 150643.64 | 25.98 | | 300607 | 拓斯达 | 8.84 | 23.70 | 41620.57 | 14.17 | | 300598 | 诚迈科 技 | 20.00 | 16.29 | 39806.20 | 21.65 | | 300339 | 润和软 件 | 8.02 | 23.85 | 27305.49 | 2.28 | | 301236 | 软通动 力 | 4. ...

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 ...

国信证券指出，未来机器人行业预计将遵循"专用场景—跨专用场景—通用场景"的落地路径，将产生多 种形态。当前人形机器人最大问题在于算法能力欠缺，难以实现跨场景泛化，预计机器人将在B端专用 场景首先落地（如无人物流车&矿卡、环卫&巡检机器人等），借此采集数据、训练模型，随后逐渐在 多个专用场景进行小范围跨场景应用，最后向C端通用场景升级。在此过程中不同场景对机器人形态需 求不同，轮式、半身足式、全人形机器人甚至非人形机器人等多种形态有望共存。 截至2025年8月19日 13:17，国证机器人产业指数(980022)强势上涨2.82%，成分股禾川科技(688320)上涨 16.68%，丰立智能(301368)上涨12.58%，拓普集团(601689)上涨10.00%，拓斯达(300607)，鼎智科技 (873593)等个股跟涨。机器人ETF鹏华(159278)上涨2.17%，最新价报1.08元。拉长时间看，截至2025年8 月18日，机器人ETF鹏华近1周累计上涨3.21%。 机器人ETF鹏华紧密跟踪国证机器人产业指数，人形含量70%+，远超中证机器人指数。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 ...

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]

8月8日，以"让机器人更智慧，让具身体更智能"为主题的2025世界机器人大会正式开幕，这场全球瞩目 的科技盛会再次凸显了具身智能赛道的战略价值。作为中国智能装备行业的头部企业之一，近期，拓斯 达重点聚焦于具身智能领域的全球研发总部基地的正式启用，标志着公司在智能制造领域的战略布局又 迈出了坚实的一步。 此前，拓斯达智能设备总部基地已于今年4月正式启用并投产，两大基地的相继投产，不仅是公司实 施"聚焦产品，收缩项目"战略转型的关键举措，更是其迈向全球领先的智能装备服务商的重要里程碑。 深耕行业专注产品 战略转型稳健推进 近年来，拓斯达持续实施业务转型。早在2022年底，公司便以前瞻性的战略眼光，主动"瘦身"部分低毛 利、高风险的项目类业务，严格控制接单规模，逐步增加产品类业务比重。 截至2024年末，公司智能能源及环境管理系统等其他项目类业务收缩54.22%，产品类业务规模比重同 比增加超15%，出货量与订单量持续增长。其中，公司自产多关节机器人持续深耕3C行业保持快速发 展，出货量超2000台，收入同比增长76.04%；电动注塑机出货量同比增长近三倍；五轴联动数控机床 销售量约270台，出货量超250台，处于 ...

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） ...