人形机器人"明星企业"智元机器人的掌门人邓泰华拟通过旗下持股平台，以每股7.78元的价格协议受让上纬新材29.99%的股份及对应表决权，并同步启动要 约收购，计划增持1.49亿股。若上述交易完成，邓泰华将合计控制上纬新材66.99%股权。此举被市场视作机器人"借壳"风电。 此外，宇树科技创始人王兴兴在"新征程上的奋斗者"中外记者见面会上表示，去年发布的G1这款人形机器人在全球范围内受到广泛关注，今年出货量相对 去年有明显增长。 7月16日，三大指数震荡回落，截至收盘，沪指跌0.03%，深成指跌0.22%，创业板跌0.22%，科创50指数涨0.14%，两市超3100只个股上涨，沪深两市今日成 交额约1.44万亿元。 医药板块堪称全场"最靓的仔"，其中，广生堂（300436.SZ）涨16.55%，我武生物（300357.SZ）涨15.9%，千红制药（002550.SZ）、前沿生物 （688221.SH）、科兴制药（688136.SH）均大涨。 国家医保局近日消息，第十一批国家组织药品集中采购工作日前启动。本次集采坚持"集采非新药、新药不集采"的原则，也就是说临床使用成熟的"老药"才 会纳入集采范围，创新药不会被纳 ...

A股纺织制造板块震荡上升，联发股份封板涨停，华升股份涨超4%，欣龙控股、浙文影业、南山智 尚、浔兴股份等跟涨。 ...

公司于近日收到特定股东烟台南晟、烟台盛坤出具的《关于股份减持计划实 施完成的告知函》，截至本公告披露日，上述股东本次减持股份计划已实施完成。 现将具体情况公告如下： 一、股东减持情况 证券代码：300918 证券简称：南山智尚 公告编号：2025-075 | 股东名称 | 减持方式 | 减持期间 | | | 减持均价 | 减持股数（股） | 减持股份占公 司总股本比例 | 减持股份占扣除 回购专用证券账 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | （元/股） | | （%） | 户股份后总股本 比例（%）[1] | | 烟台南晟 | 集中竞价 | 2025 年 7 月 | 10 | 日— | 18.32 | 2,531,218 | 0.50 | 0.51 | | | 交易 | 2025 年 7 | 月 14 | 日 | | | | | | 烟台盛坤 | 集中竞价 | 2025 年 7 月 | 10 | 日— | 18.32 | 2,531,200 | 0.50 | 0.51 | | | 交易 | 2025 年 7 ...

Investment Rating - Industry investment rating is "Overweight" [1] Core Viewpoints - The report highlights a new round of market momentum driven by advancements in robotics, particularly in humanoid robots, with a projected global demand of approximately 2 million units by 2030 [4][19] - Key recommended stocks include Xinjie Electric, Beite Technology, Hanwei Technology, Zhaowei Electromechanical, Hengli Hydraulic, and Nuwei Co., among others [2][4] - The report emphasizes the importance of tracking the humanoid robot sector, which is entering a critical growth phase [3][4] Summary by Sections Humanoid Robots - The humanoid robot industry is expected to see significant growth, with major projects and partnerships emerging, such as the procurement project by China Mobile for humanoid biped robots worth 124 million [9][19] - Companies like Tesla and Figure are ramping up production, with Figure planning to increase its humanoid robot output by three times in the upcoming months [10][19] Photovoltaic Equipment - The report notes an accelerated penetration of N-type technology, enhancing the competitive edge of leading companies in the sector [20] - It suggests focusing on companies that are innovating in cost-reduction technologies and expanding production capacity [20] Energy Storage - The energy storage sector is poised for growth due to favorable policies and increasing demand from both generation and user sides [20] - Key players in this space include companies involved in lithium battery systems and integrated storage solutions [20] Semiconductor Equipment - The semiconductor equipment market is projected to reach 140 billion by 2030, with a growing share from domestic manufacturers [4][20] Automation - The automation market is expected to grow significantly, with a market size of approximately 40 billion, projected to reach 55.7 billion by 2026 [4][20] Hydrogen Energy - The report highlights the potential of green hydrogen in achieving carbon neutrality, with a focus on companies that have integrated hydrogen production capabilities [21] Engineering Machinery - The report suggests monitoring leading companies in the engineering machinery sector, emphasizing those with product, scale, and cost advantages [4][20]

Group 1 - The ocean economy is a significant driver of GDP growth, with the national marine production value expected to exceed 10 trillion yuan in 2024, accounting for 7.8% of the GDP, and contributing 11.5% to economic growth [1][8] - The government has highlighted "deep-sea technology" in its reports, indicating its importance alongside commercial aerospace and low-altitude economy, suggesting a rapid development potential in deep-sea equipment and exploration [1][8] - The deep-sea technology sector is identified as a key pillar for building a maritime power, encompassing three main areas: deep-sea materials, deep-sea equipment manufacturing, and deep-sea digital applications [3][17] Group 2 - Various provinces and cities are accelerating the development of marine economy, with policies focusing on high-end, intelligent, and green development, and establishing multi-level industrial systems [2][13] - Shanghai's marine industry development plan (2025-2035) proposes a "3+5+X" industrial system, while Guangdong's regulations emphasize support for eight emerging marine industry clusters [2][14] - The deep-sea materials sector is crucial for deep-sea technology, involving structural and buoyancy materials necessary for the development of marine resources, with a focus on high-performance steel, alloy materials, and composite materials [3][21] Group 3 - The deep-sea equipment sector is essential for supporting deep-sea development, facing challenges from complex underwater environments, with significant growth in China's shipbuilding industry, which saw a 13.8% increase in completed shipbuilding volume in 2024 [4][26] - The deep-sea digitalization and intelligence sector is a vital direction for deep-sea technology development, aiming to create a "digital ocean" that enhances marine decision-making and governance through advanced information technologies [5][17] - The report suggests focusing on marine engineering equipment manufacturing, marine equipment components, and marine observation instruments as key areas for investment [4][26]

Core Viewpoint - The dexterous hand market is expected to grow significantly, reaching $1.706 billion in 2024 and projected to increase to $1.921 billion in 2025 and $3.036 billion by 2030, driven by the demand for humanoid robots that require more advanced dexterous hands with higher degrees of freedom [2][11]. Market Overview - The dexterous hand market is anticipated to reach 760,100 units in 2024, with projections of 861,800 units in 2025 and 1,412,100 units by 2030, reflecting a compound annual growth rate (CAGR) of 10.38% and 9.59% respectively [28][29]. Driving Solutions - The mainstream driving solutions include underactuated, external/mixed, and electric drives, with a shift from hollow cup motors to brushless gear motors. Underactuated designs sacrifice precision for cost reduction and faster deployment, while electric drives are favored for their modular design and high precision [3][11][45]. - Tesla's third-generation dexterous hand has replaced some hollow cup motors with brushless gear motors, indicating a potential shift in motor solutions [3][11]. Transmission Solutions - Transmission solutions encompass gear/worm gear, linkages, screws, and tendon-driven systems, each with its advantages and disadvantages. The tendon + screw composite transmission can enhance transmission precision while maintaining flexibility, exemplified by Tesla's third-generation dexterous hand [4][5][51]. Perception Solutions - Multi-modal perception is a defined trend, with force/torque sensors evolving towards strain gauge types and flexible sensors focusing on enhancing sensitivity and stability. MEMS pressure sensors, particularly resistive types, are becoming more prevalent in dexterous hand applications [6][66][74]. Industry Trends - Both domestic and international products are increasingly pursuing high degrees of freedom and multi-modal perception, highlighting the industry's development trends. Investment recommendations include companies involved in reducers and screw chains, such as Fuda Co., Zhejiang Rongtai, and Wuzhou Xinchun [8][11]. Future Outlook - The iteration of Tesla's dexterous hand clearly indicates a mainstream shift towards tendon-driven systems, achieving a doubling of degrees of freedom, transmission upgrades, drive switching, and breakthroughs in multi-modal perception [7][11].

Market Overview - The Shanghai Composite Index fell by 0.70% on June 27, with 18 out of the 28 sectors rising, led by non-ferrous metals and communications, which increased by 2.17% and 1.79% respectively. The textile and apparel sector ranked third in terms of gains [1] - The banking and public utilities sectors experienced the largest declines, with drops of 2.95% and 1.01% respectively [1] Capital Flow Analysis - The main capital flow showed a net outflow of 19.41 billion yuan across the two markets, with 8 sectors seeing net inflows. The communications sector led with a net inflow of 2.579 billion yuan and a daily increase of 1.79%, followed by the electronics sector with a net inflow of 2.435 billion yuan and a daily increase of 0.92% [1] - Conversely, 23 sectors experienced net outflows, with the computer sector leading at 6.630 billion yuan, followed by the defense and military industry with a net outflow of 2.891 billion yuan. Other sectors with significant outflows included basic chemicals, automotive, and electrical equipment [1] Textile and Apparel Sector Performance - The textile and apparel sector rose by 1.23% today, with a net inflow of 195 million yuan. Out of 105 stocks in this sector, 84 stocks increased, including 6 that hit the daily limit, while 17 stocks declined [2] - The top three stocks with the highest net inflow in the textile and apparel sector were Jihua Group with 288.94 million yuan, followed by Feiyada and Jinyi Culture with 165.18 million yuan and 101.35 million yuan respectively [2] - The sector also saw significant outflows, with Wanlima leading at 241.76 million yuan, followed by Bangjie Shares and Nanshan Zhishang with outflows of 35 million yuan and 24.74 million yuan respectively [3]

Core Viewpoint - Nanshan Zhishang (300918) is focusing on core product development and enhancing product performance testing, while actively participating in robot exhibitions for technology exchange without plans for product showcasing [1] Group 1 - The company’s robot head will actively visit robot exhibitions to focus on cutting-edge dynamics and technology exchange [1] - Currently, the company is concentrating resources to advance the core product development process [1] - The company aims to provide higher quality and more mature products to meet market demands [1]

金十数据6月18日讯，南山智尚公告，持有公司2.00%股份的股东烟台南晟投资合伙企业和烟台盛坤投 资合伙企业计划自公告披露之日起15个交易日后的3个月内，通过集中竞价或大宗交易方式分别减持不 超过253.12万股，占公司总股本比例0.50%。减持原因是自身资金需求，减持价格将不低于公司股票首 次公开发行的发行价。 南山智尚：特定股东拟减持0.50%公司股份 ...

关于特定股东减持股份预披露公告 公司特定股东烟台南晟投资合伙企业（有限合伙）、烟台盛坤投资合伙企业（有 限合伙）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。 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： 1、持有山东南山智尚科技股份有限公司（以下简称"公司"）股份 10,125,000 股（占公司总股本比例 2.00%，占扣除回购专用证券账户股份后总股本比例为 2.02%）的股东烟台南晟投资合伙企业（有限合伙）（以下简称"烟台南晟"） 计划自本公告披露之日起 15 个交易日后的 3 个月内以集中竞价或大宗交易方式 合计减持公司股份不超过 2,531,250 股（占公司总股本比例 0.50%，占扣除回购 专用证券账户股份后总股本比例为 0.51%）。 2、持有公司股份 10,125,000 股（占公司总股本比例 2.00%，占扣除回购专 用证券账户股份后总股本比例为 2.02%）的股东烟台盛坤投资合伙企业（有限合 伙）（以下简称"烟台盛坤"）计划自本公告披露之日起 15 个交易日后的 3 个 月内以集中竞价或大宗交易方式合计减持公司股份不超 ...