Robotics - Upbeat Electronics currently has no product layout in the robotics field [1] - New Times plans to launch an embodied intelligent welding solution in September this year [1] - Zhongke Magnetic Industry has established cooperation with ultra-lightweight humanoid robotic arm industry clients [1] - Zhiwei Intelligent has launched a robot brain control product line based on Nvidia Jetson and other chip platforms [1] - Daili New Materials has verified its robotic tendon samples with several domestic related manufacturers [1] - Tongda Hai is actively promoting native development and compatibility adaptation work based on the CANN ecosystem [1] AI and Large Models - Guoguang Electric values the research and development of new AI headphone products but has not yet achieved mass production [1] - Juxin Technology continues to build a low-power AI computing power platform, gradually expanding to more application scenarios beyond audio [1] - Heertai's tactile human body screen technology has been applied in the company's smart body-sensing clothing project [1] Solid-State Batteries - Del's shares have established a sample trial production line for solid-state batteries in Shanghai [1] - Tianhua New Energy has completed the research and development of lithium-rich manganese-based positive materials and sent samples for evaluation to multiple solid-state battery customers [1] Other Developments - Cambrian has denied rumors regarding large orders for carrier boards from a certain manufacturer [1] - Jiaxun Feihong has not collaborated with Huawei in the eSIM card communication module field [1] - Weifeng Electronics currently has products applied in the server power control field [1] - Saiteng Co., Ltd. has already delivered HBM equipment in batches [1] - Lens Technology is currently cooperating with customers to develop the next generation of cover glass [1] - Metro Design has developed a smart planning platform for urban rail transit based on multi-source data, which has been promoted in multiple cities [1] - Chongde Technology's dynamic pressure oil film sliding bearing products are mainly used in energy generation, industrial drive, petrochemical, and shipping fields [1] - Leyard provides display solutions for the "Panda Eye" training base [1] - Pengling Co., Ltd. has received mass production orders for its thermal management project from SAIC Passenger Vehicle [1]

Core Insights - The company Dai Le New Materials (300700) has confirmed that its robotic tendon samples are currently being validated by several domestic manufacturers [1] Group 1 - The company is actively engaging with domestic manufacturers for the validation of its robotic tendon samples [1]

Group 1 - The general equipment sector increased by 1.42% on August 11, with Zhejiang Huaye leading the gains [1] - The Shanghai Composite Index closed at 3647.55, up 0.34%, while the Shenzhen Component Index closed at 11291.43, up 1.46% [1] Group 2 - Notable gainers in the general equipment sector included Xiangjiang Nanya, which rose by 10.35% to a closing price of 53.50, and Wande Kai, which increased by 10.12% to 33.19 [1] - Other significant performers included Junmo Co., Da Yuan Pump Industry, and Huanghe Xuanfeng, with respective increases of 10.05%, 10.01%, and 10.00% [1] Group 3 - The general equipment sector experienced a net outflow of 640 million yuan from institutional funds, while retail investors contributed a net inflow of 808 million yuan [2] - The top individual stock performers in terms of trading volume and turnover were highlighted, with Huanghe Xuanfeng achieving a turnover of 1.184 billion yuan [1][2]

金融界消息 截至2025年7月31日收盘，岱勒新材（300700）报收于10.46元，下跌2.7%，换手率4.52%， 成交量12.23万手，成交金额1.30亿元。 天眼查商业履历信息显示，长沙岱勒新材料科技股份有限公司，成立于2009年，位于长沙市，是一家以 从事研究和试验发展为主的企业。企业注册资本38897.9943万人民币，实缴资本6000万人民币。公司法 定代表人为段志明。 通过天眼查大数据分析，长沙岱勒新材料科技股份有限公司共对外投资了10家企业，参与招投标项目19 次，知识产权方面有商标信息10条，专利信息90条，此外企业还拥有行政许可15个。 来源：金融界 资金流向方面，今日主力资金净流出4620.23万元，占比成交额35.57%。其中，超大单净流出1122.34万 元、占成交额8.64%，大单净流出3497.89万元、占成交额26.93%，中单净流出流入1400.63万元、占成 交额10.78%，小单净流入3219.60万元、占成交额24.78%。 岱勒新材最新一期业绩显示，截至2025一季报，公司营业总收入1.01亿元、同比减少24.38%，归属净利 润3200.38万元，同比减少1923 ...

（文章来源：证券日报） 证券日报网讯 7月29日晚间，岱勒新材发布公告称，本次变更后，公司向特定对象发行股票项目持续督 导保荐代表人由肖文华先生和黄松先生担任，持续督导期限至2025年12月31日止。 ...

证券代码：300700 证券简称：岱勒新材 公告编号：2025-040 长沙岱勒新材料科技股份有限公司 关于更换持续督导保荐代表人的公告 本次变更后，公司向特定对象发行股票项目持续督导保荐代表人由肖文华先 生和黄松先生担任，持续督导期限至 2025 年 12 月 31 日止。 本次变更不影响方正承销保荐对公司的持续督导工作，公司董事会对樊旭先 生在担任公司保荐代表人期间所做的工作表示衷心的感谢！ 特此公告。 长沙岱勒新材料科技股份有限公司 董事会 2025 年 7 月 29 日 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。 长沙岱勒新材料科技股份有限公司（以下简称"公司""岱勒新材"）于近 日收到公司向特定对象发行股票项目的保荐人方正证券承销保荐有限责任公司 （以下简称"方正承销保荐"）出具的《关于更换持续督导保荐代表人的函》。 方正承销保荐原指派保荐代表人肖文华先生、樊旭先生履行持续督导职责。 现因樊旭先生工作调整，不能继续负责持续督导工作。为保证持续督导工作的有 序进行，方正承销保荐委派保荐代表人黄松先生接替樊旭先生继续履行公司后续 的持续督导工作。（黄 ...

Core Viewpoint - The company, Daili New Materials, is expanding its operations in the consumer electronics sector by establishing a joint venture with Bern Precision, aiming to enhance precision manufacturing capabilities through innovative diamond wire cutting technology [1][2][4]. Group 1: Joint Venture and Expansion - Daili New Materials plans to invest 45 million yuan in a joint venture with Bern Precision, holding a 90% stake in the new company located in Huizhou [1]. - The establishment of a subsidiary in Liuyang is also part of the strategy to expand into the consumer electronics market, focusing on glass processing using advanced diamond wire cutting techniques [2][4]. - The collaboration with Bern Precision is built on a decade-long partnership, where Daili has supplied diamond wire materials to Bern and other major clients [2][4]. Group 2: Market Trends and Strategic Intent - The trend towards "fine wire" and "thin sheet" processing aligns with the increasing demand for precision in consumer electronics, which Daili aims to meet with its diamond wire technology [3][6]. - The partnership with Bern Optical Group, a leading supplier in the glass panel market, provides Daili with opportunities to integrate into high-demand supply chains, particularly for major smartphone brands [3][6]. - Daili's strategic shift towards consumer electronics is seen as a necessary move to counteract declining revenues and profits, with a reported revenue drop of 57.63% and a net loss of 244 million yuan in 2024 [5][6]. Group 3: Future Outlook - The establishment of the Huizhou subsidiary and Liuyang branch is expected to enhance market development, reduce operational costs, and improve customer service efficiency [6]. - Daili New Materials aims to leverage its expertise in diamond wire technology to penetrate new markets, particularly in consumer electronics and semiconductors, as part of its long-term growth strategy [4][6].

Group 1 - Yuntian Lifa plans to issue H-shares and list on the Hong Kong Stock Exchange [3] - Aerospace Electromechanical's wholly-owned subsidiary intends to transfer 70% equity of Eschong Korea [4] - Three Gorges Water Conservancy plans to publicly transfer 41.0071% equity of Chongqing Tiantai Energy Group [5] Group 2 - Galaxy Microelectronics intends to invest 310 million yuan in the construction of a high-end integrated circuit device industrialization base [6] - Wanye Enterprises' wholly-owned subsidiary plans to invest 299 million yuan to establish a private equity investment fund [7] - Dailor New Materials will invest 45 million yuan to establish a holding subsidiary [8] Group 3 - Huaxi Securities expects a net profit increase of 1025.19% to 1353.9% year-on-year for the first half of 2025 [10][11] - Guolian Minsheng anticipates a net profit increase of approximately 1183% year-on-year for the first half of 2025 [12] - Gaode Infrared expects a net profit increase of 734.73% to 957.33% year-on-year for the first half of 2025 [13] Group 4 - Tianchen Co. expects a net profit increase of 640% to 786% year-on-year for the first half of 2025 [14] - Shenkai Co. anticipates a net profit increase of 183% to 278% year-on-year for the first half of 2025 [15] - Taishan Petroleum expects a net profit increase of 123% to 173% year-on-year for the first half of 2025 [16] Group 5 - Ruikeda expects a net profit increase of 132.44% to 163.22% year-on-year for the first half of 2025 [17] - Jinkong Electric anticipates a net profit of 120 million to 150 million yuan, turning from loss to profit [18] - Ankai Bus expects a net profit increase of 106.67% to 189.34% year-on-year for the first half of 2025 [19] Group 6 - Yara International expects a net profit increase of 170% to 244% year-on-year for the first half of 2025 [20] - Zhongshun Jierou anticipates a net profit increase of 59.85% to 82.68% year-on-year for the first half of 2025 [21] - Guoan Co. expects a loss of 25.9 million to 36.7 million yuan for the first half of 2025 [22] Group 7 - Huamei Holdings expects a loss of 46.5 million to 60 million yuan for the first half of 2025 [23] - AOC Technology anticipates a loss of 450 million to 490 million yuan for the first half of 2025 [24] - Shangrong Medical expects a loss of 7 million to 9.5 million yuan for the first half of 2025 [25] Group 8 - Hangang Co. expects a net loss of approximately 111 million yuan for the first half of 2025 [26] - Baili Electric's shareholder plans to reduce its stake by no more than 2% [27] - Dream Lily's major shareholder plans to reduce its stake by no more than 0.5% [28]

Group 1 - The company held its 16th meeting of the 4th Board of Directors on July 11, 2025, with all 7 directors present, meeting the legal requirements [1] - The Board approved a joint investment with Bern Precision (Huizhou) Co., Ltd. to establish "Dai Le Precision (Huizhou) Co., Ltd." with the company contributing 45 million yuan (90% of registered capital) and Bern Precision contributing 5 million yuan (10% of registered capital) [1] - The Board authorized the management team to sign relevant agreements and handle matters related to this external investment [1] Group 2 - The Board also approved the establishment of a branch company in Liuyang, Changsha, with all 7 votes in favor [2] - The management team was authorized to handle the establishment of the Liuyang branch [2]

证券代码：300700 证券简称：岱勒新材 公告编号：2025-038 第四届董事会第二十六次会议决议公告 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 长沙岱勒新材料科技股份有限公司（以下简称"公司"）第四届董事会第二 十六次会议于 2025 年 7 月 11 日在公司会议室召开，由董事长段志明先生主持， 以现场与通讯相结合的方式召开，本次董事会应参加表决董事 7 名，实际参加表 决董事 7 名，符合公司章程规定的法定人数。公司部分监事和高级管理人员列席 了本次会议。本次会议通知于 2025 年 7 月 4 日通过电话等形式送达至各位董事， 本次会议的召集、召开和表决程序符合《中华人民共和国公司法》等法律法规和 《长沙岱勒新材料科技股份有限公司章程》（以下简称"《公司章程》"）的有 关规定。 二、董事会会议审议情况 1、审议通过了《关于对外投资设立控股子公司的议案》 同意公司与伯恩精密（惠州）有限公司（以下简称"伯恩精密"）共同投资 设立"岱勒精密（惠州）有限责任公司"（以实际工商注册登记为准）并签署《合 资合同》，其中公司以自有资 ...