Core Viewpoint - Zhenyu Technology's stock price experienced a decline of 1.28% on August 11, 2025, closing at 105.42 yuan, indicating market volatility and investor sentiment towards the company [1] Company Summary - Zhenyu Technology specializes in the research, production, and sales of precision structural components and molds, with applications in the electric vehicle and consumer electronics sectors [1] - The company is associated with concept sectors including batteries and humanoid robots, highlighting its involvement in innovative technology fields [1] Market Activity - On the morning of August 11, Zhenyu Technology's stock saw a rapid rebound around 9:35 AM, with a price increase of over 2% within five minutes, reaching a high of 108.79 yuan [1] - The net inflow of main funds on that day was 28.3664 million yuan, contributing to a cumulative net inflow of 207 million yuan over the past five days, indicating strong investor interest [1]

Core Viewpoint - Zhenyu Technology's stock price increased by 0.57% to 107.30 yuan as of August 5, 2025, with a trading volume of 787 million yuan, indicating positive market sentiment towards the company [1] Company Overview - Zhenyu Technology specializes in the research, development, production, and sales of precision molds and lithium battery structural components, with applications in the new energy vehicle and consumer electronics sectors [1] - The company operates in sectors including batteries, lithium batteries, and energy conservation and environmental protection [1] Financial Performance - Zhenyu Technology expects a net profit attributable to shareholders of 185 million to 212 million yuan for the first half of 2025, representing a year-on-year growth of 40.45% to 60.95% [1] Market Position - The company has been identified by brokerages as a key player in the core components of the robotics industry chain, particularly in niche areas such as lead screws [1] Capital Flow - On August 5, 2025, the net inflow of main funds was 38.78 million yuan, accounting for 0.29% of the circulating market value [1] - Over the past five trading days, the cumulative net outflow of main funds was 50.63 million yuan, representing 0.38% of the circulating market value [1]

Market Overview - The Shanghai Composite Index closed at 3568.96 points, above the six-month moving average, with a change of 0.25% [1] - The total trading volume of A-shares reached 1,180.388 billion yuan [1] Stocks Breaking the Six-Month Moving Average - A total of 99 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Mengsheng Electronics: 5.86% - Guanghong Technology: 4.32% - Jinyang Co., Ltd.: 3.70% [1] Detailed Stock Performance - Top performers on August 4th with deviation rates: - Mengsheng Electronics (688311): Today's change of 7.40%, turnover rate of 4.63%, six-month line at 37.68 yuan, latest price at 39.89 yuan [1] - Guanghong Technology (300735): Today's change of 6.10%, turnover rate of 4.73%, six-month line at 27.36 yuan, latest price at 28.54 yuan [1] - Jinyang Co., Ltd. (301210): Today's change of 5.60%, turnover rate of 15.69%, six-month line at 42.39 yuan, latest price at 43.96 yuan [1] Additional Notable Stocks - Other stocks with positive performance and deviation rates include: - Zhenjiang Co., Ltd. (603507): 5.00% change, 12.19% turnover, six-month line at 24.79 yuan, latest price at 25.60 yuan [1] - Baiao Chemical (603360): 5.59% change, 2.66% turnover, six-month line at 20.51 yuan, latest price at 21.16 yuan [1] - Stocks with smaller deviation rates that just crossed the six-month line include: - Deep Technology (300735): 6.10% change, 4.73% turnover, six-month line at 27.36 yuan, latest price at 28.54 yuan [1] - Qiming Information (301210): 5.60% change, 15.69% turnover, six-month line at 42.39 yuan, latest price at 43.96 yuan [1]

Investment Rating - The report does not explicitly state an investment rating for the automotive industry or the embodied intelligence sector Core Insights - The embodied intelligence sector is entering a rapid implementation phase as of 2025, with multiple manufacturers planning mass production of robots across various applications [12][16][18] - The automotive industry is actively integrating embodied intelligence into its supply chain, leveraging existing technological advancements and manufacturing capabilities [34][37] - Government policies across various provinces are increasingly supportive of the embodied intelligence and robotics industries, aiming to foster innovation and market expansion [17][21][18] Summary by Sections 1. Rapid Development of Embodied Intelligence - The period from 2020 to 2025 marks a significant evolution in embodied intelligence, driven by advancements in AI and robotics, particularly following the release of OpenAI's ChatGPT3 [11] - Major manufacturers like Tesla and Xiaomi are entering the market, with Tesla predicting a production capacity of over 5,000 units by 2025 and 50,000 units by 2026 [13][16] - The demand for robots in various sectors is projected to grow significantly, with manufacturing being a primary area for automation due to its repetitive tasks [25][27] 2. Integration of Automotive and Embodied Intelligence - The automotive industry is leveraging its existing technological expertise in areas such as sensor fusion and control algorithms to facilitate the development of embodied intelligence [34][37] - Over ten automotive manufacturers are actively pursuing the embodied intelligence sector through self-development and strategic investments [36][37] - The shared supply chain for components like sensors and chips between automotive and robotics sectors is expected to reduce costs and enhance production efficiency [43][49] 3. Government Support and Policy Framework - Various provinces, including Shenzhen and Beijing, have introduced policies to support the development of embodied intelligence, focusing on technology breakthroughs and ecosystem building [17][21][18] - The policies aim to create a conducive environment for innovation, with specific targets for industry scale and technological advancements by 2027 [18][21] - The report highlights a collaborative approach among regions to drive the growth of the embodied intelligence sector, emphasizing the importance of technology and market integration [18][21]

| 000820 | *ST节能 | 3.70 | 2.42 | 2.75 | 2.80 | 1.71 | | --- | --- | --- | --- | --- | --- | --- | | 301191 | 菲菱科 | 2.33 | 9.17 | 90.19 | 91.69 | 1.66 | | | 思 | | | | | | | 000681 | 视觉中 国 | 5.38 | 11.45 | 21.38 | 21.73 | 1.62 | | 002230 | 科大讯 飞 | 1.59 | 2.03 | 48.41 | 49.18 | 1.58 | | 300115 | 长盈精 密 | 9.87 | 13.64 | 22.57 | 22.93 | 1.58 | | 688766 | 普冉股 份 | 3.1 1 | 5.06 | 68.97 | 70.04 | 1.55 | | 688152 | 麒麟信 安 | 3.92 | 7.78 | 46.19 | 46.88 | 1.50 | | 301210 | 金杨股 份 | 2.69 | 13.61 | 42.18 | 42.80 | 1.46 | | ...

人形机器人概念31日盘中再度活跃，截至发稿，长盈精密涨超10%；奥比中光涨近9%，盘中创出新 高；瑞可达、博杰股份涨约8%，震裕科技、超捷股份等涨超6%。 行业方面，7月25日，宇树科技发布新一代人形机器人Unitree R1，售价3.99万元起。参数显示，Unitree R1关节数量达26个，整机重量约25kg，并集成语音和图像多模态大模型，支持开发与定制。在最新视 频中，宇树科技称，Unitree R1是"为运动而生"，并重点展示了其翻跟头、拳击、格斗、倒立等技能。 此外，7月23日，特斯拉CEO埃隆·马斯克在财报会议上表示，今年年底将推出人形机器人Optimus第3版 原型机，预估2026年开始量产Optimus，目标5年内年生产100万台。 光大证券指出，从人形机器人量产节奏的角度，2025年将会是突破性的一年。万台级别的量产将带动下 游产业链进入确定性放量阶段，而万台级别的数据采集和训练有望真正解决数据匮乏的难题，推动人形 机器人向更泛化、更实用的阶段。坚定看好人形机器人产业，基于当前硬件技术路线与各厂商进展。 （文章来源：证券时报网） ...

金融界消息 截至2025年7月30日收盘，震裕科技（300953）报收于96.36元，下跌4.05%，换手率 4.58%，成交量5.71万手，成交金额5.53亿元。 资金流向方面，今日主力资金净流出5825.55万元，占比成交额10.54%。其中，超大单净流出2504.28万 元、占成交额4.53%，大单净流出3321.27万元、占成交额6.01%，中单净流出流入3824.96万元、占成交 额6.92%，小单净流入2000.59万元、占成交额3.62%。 来源：金融界 天眼查商业履历信息显示，宁波震裕科技股份有限公司，成立于1994年，位于宁波市，是一家以从事金 属制品业为主的企业。企业注册资本10278.4211万人民币，实缴资本5000万人民币。公司法定代表人为 蒋震林。 通过天眼查大数据分析，宁波震裕科技股份有限公司共对外投资了15家企业，参与招投标项目34次，知 识产权方面有商标信息13条，专利信息225条，此外企业还拥有行政许可12个。 震裕科技最新一期业绩显示，截至2025一季报，公司营业总收入17.93亿元、同比增长24.24%，归属净 利润7286.10万元，同比增长38.90%，扣非净利润6 ...

Investment Rating - The report maintains a "Buy" rating for the company [1] Core Views - The company is expected to see a significant increase in revenue and net profit, with a forecasted total revenue of 9,258 million yuan in 2025, representing a year-on-year growth of 29.86% [1] - The company's net profit attributable to shareholders is projected to reach 450.54 million yuan in 2025, reflecting a year-on-year increase of 77.41% [1] - The report highlights a strong performance in Q2 2025, with net profit expected to be between 112 to 139 million yuan, indicating a year-on-year growth of 42% to 76% [7] - The company's core business is showing stable growth, with structural components expected to generate over 25 billion yuan in revenue in the first half of 2025, a growth of over 40% year-on-year [7] - The report emphasizes the ongoing development of the company's robotics business, which is expected to contribute significantly to future profits [7] Financial Summary - Total revenue projections for the company are as follows: 6,019 million yuan in 2023, 7,129 million yuan in 2024, 9,258 million yuan in 2025, 11,516 million yuan in 2026, and 14,062 million yuan in 2027 [1] - The company's net profit is forecasted to be 42.77 million yuan in 2023, 253.95 million yuan in 2024, 450.54 million yuan in 2025, 589.48 million yuan in 2026, and 794.03 million yuan in 2027 [1] - The report provides a detailed financial outlook, including earnings per share (EPS) estimates of 0.25 yuan in 2023, 1.46 yuan in 2024, 2.60 yuan in 2025, 3.40 yuan in 2026, and 4.58 yuan in 2027 [1] - The price-to-earnings (P/E) ratio is projected to decrease from 402.37 in 2023 to 21.67 in 2027, indicating improved valuation as earnings grow [1]

[Ningbo Zhenyu Technology 2025 Semi-Annual Performance Forecast](index=1&type=section&id=Ningbo%20Zhenyu%20Technology%20Co.%2C%20Ltd.%202025%20Semi-Annual%20Performance%20Forecast) [Performance Forecast](index=1&type=section&id=I.%20Current%20Period%20Performance%20Projection) The company forecasts a significant increase in H1 2025 net profit attributable to shareholders and non-recurring adjusted net profit, ranging from 40.45% to 66.85% Performance Projection | Item | Current Reporting Period (Jan 1 - Jun 30, 2025) | Prior Period | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders of Listed Company** | **Profit: RMB 185.00 million – RMB 212.00 million**<br>Year-on-year Growth: 40.45% – 60.95% | Profit: RMB 131.72 million | | **Net Profit After Deducting Non-Recurring Gains and Losses** | **Profit: RMB 175.00 million – RMB 200.00 million**<br>Year-on-year Growth: 45.99% – 66.85% | Profit: RMB 119.868 million | [Audit and Communication Status](index=1&type=section&id=II.%20Communication%20with%20Accounting%20Firm) The financial data in this performance forecast represents preliminary estimates by the company's finance department and has not yet been audited by a certified public accountant - Performance forecast data is a preliminary estimate by the company's finance department and is unaudited[4](index=4&type=chunk) [Analysis of Performance Changes](index=1&type=section&id=III.%20Explanation%20of%20Performance%20Changes) The primary drivers for year-on-year performance growth include sustained sales order increases and enhanced overall economic efficiency from technological R&D, production automation, and cost reduction initiatives - Performance growth is primarily attributed to[5](index=5&type=chunk) - Sustained growth in sales orders - Increased investment in technology research and development - Enhanced production automation levels - Effective cost reduction and efficiency improvement measures [Risk Warning and Other Disclosures](index=2&type=section&id=IV.%20Other%20Relevant%20Disclosures) The company advises investors that this performance forecast is preliminary and unaudited, with final accurate financial data to be disclosed in the 2025 semi-annual report, urging cautious investment decisions and awareness of risks - The company advises that this performance forecast is a preliminary estimate, with final data subject to the 2025 semi-annual report, cautioning investors about investment risks[6](index=6&type=chunk) [Reference Documents](index=2&type=section&id=V.%20Reference%20Documents) The board of directors' explanatory statement regarding this semi-annual performance forecast is available as a reference document - The board of directors' explanatory statement on the 2025 semi-annual performance forecast is available for reference[7](index=7&type=chunk)

Group 1 - The humanoid robot sector is experiencing significant activity, with the Yush Robot Index rising by 3.14% and several companies, including Yush Technology and Longsheng Bearing, achieving maximum daily gains [1] - A major procurement announcement from China Mobile revealed that Zhiyuan Robotics and Yush Technology won a contract for humanoid biped robot manufacturing services, totaling 124 million yuan, marking the highest single procurement in China's humanoid robot sector [1] - Investment in the humanoid robot field is accelerating, with companies like Xinghai Tu and Beijing Xingdong Jiyuan completing significant funding rounds, contributing to a total financing amount exceeding 23 billion yuan in the first five months of the year [1] Group 2 - Fund products from Fangzheng Fubon, such as Fangzheng Fubon Xinhong Flexible Allocation Mixed Fund and Fangzheng Fubon Technology Innovation Mixed Fund, are heavily invested in the humanoid robot sector, showing strong performance in their top holdings [2] - For instance, Fangzheng Fubon Xinhong's top holdings, including Shuanglin Co. and Zhenyu Technology, saw gains exceeding 5%, while the fund itself achieved a net value increase of 18.68% over the past six months [2] Group 3 - In the automotive sector, UBTECH's WalkerS series humanoid robots are being utilized by major manufacturers like NIO and BYD for quality inspection and labeling tasks, contributing to automation in parts warehousing [3] - In the pharmaceutical industry, Yuejiang has partnered with Yaoshibang to explore smart solutions across various applications, including drug research and delivery [3] - The infrastructure inspection sector is benefiting from the deployment of Yunshen's "Jueying" quadruped robots in Singapore's national grid, enhancing inspection efficiency and safety [3]