炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 备受瞩目的"2025世界机器人大会"（8月8日—12日）正在举行，大会期间，50家人形机器人整机企业将 同台亮相，全方位展示人形机器人在工业制造、医疗护理、家庭服务等多元化场景下的创新应用成果。 在人形机器人大发展的当下，也有诸多因素制约着行业的发展，其中轻型坚固的材料就是其中之一。宇 树科技创始人王兴兴在世界机器人大会上预测，未来几年，全球人形机器人行业出货量每年翻一番，应 该是可以保证的。目前限制人形机器人跑得更快、跳得更高的因素，不是算法，而是硬件。突破硬件的 门槛，让人形机器人达到更高的性能，是一件非常有挑战性的事情。 PEEK拥有优良的综合性能，在多个领域可对原有金属、陶瓷、传统塑料等材料进行替代，在人形机器 人轻量化的趋势下受到广泛的关注。 而浙商证券预计，2027年全球PEEK产能仅能基本满足人形机器人100万台需求，且国内产能仅占49%， 未来供需缺口可能进一步扩大。 EVTank则指出，人形机器人行业正经历"技术爆发→场景验证→量产落地"的阶段，2025年被誉为人形 机器人的"量产元年"，预计2035年全球人形机器人需 ...

Group 1: Company Performance - BeiGene reported a net profit of 450 million yuan for the first half of 2025, marking a turnaround from losses in the previous year, with product revenue increasing by 45.8% to 17.36 billion yuan and total revenue rising by 46.0% to 17.52 billion yuan [1] - CITIC Securities announced that Huaxia Fund achieved an operating income of 4.258 billion yuan and a net profit of 1.123 billion yuan in the first half of 2025, with total comprehensive income of 1.106 billion yuan [3] - Shanghai Pudong Development Bank's net profit for the first half of 2025 was 29.737 billion yuan, reflecting a year-on-year growth of 10.19%, with total operating income of 90.559 billion yuan, up 2.62% [6] - Xianhe Co. plans to invest approximately 11 billion yuan in a new integrated high-performance paper-based material project, with an expected annual output value of about 5.15 billion yuan from the first phase [7] - Shengmei Shanghai reported a net profit of 696 million yuan for the first half of 2025, representing a year-on-year increase of 56.99% [14] Group 2: Regulatory and Corporate Actions - Sino Medical's subsidiary received breakthrough medical device designation from the FDA for its intracranial atherosclerosis treatment product, marking it as the first of its kind globally [2] - *ST Dongtong's actual controller and chairman is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure laws [8] - Tianyang Technology is planning to purchase equity in Tonglian Financial Services, with key transaction details still under negotiation [10] - Dongfang Guoxin's major shareholder reduced their stake by 2.68 million shares, decreasing their total shareholding from 27.06% to 26.82% [5] - Filinger's president reduced his holdings by 8,600 shares during a period of stock price volatility, while other executives did not sell shares [4]

Group 1 - A-shares experienced significant activity on August 6, with 77 stocks hitting the daily limit up and 3 stocks hitting the limit down [1] - The China Shipbuilding sector was notably active, with China Shipbuilding and China Heavy Industry reaching the limit up [1] - The PEEK materials sector showed strength, with Zhongxin Fluorine Materials and Xinhan New Materials achieving consecutive limit up days, while Kaisheng New Materials and Huami New Materials also hit the limit up [1] - The Intelligent Robotics sector saw gains, with Haosen Intelligent reaching the limit up [1] Group 2 - Continuous limit up stocks included Zhongma Transmission with 5 limit up days in 6 trading sessions, Beijia Clean with 5 consecutive limit up days, and Honghe Technology with 4 limit up days in 8 sessions [1] - Other notable continuous limit up stocks included Changcheng Military Industry with 4 limit up days in 5 sessions, and several stocks like *ST Yushun and *ST Dongjing achieving 4 consecutive limit up days [1] - Stocks such as Guoji Precision Engineering and Furi Electronics also recorded 3 consecutive limit up days [1] Group 3 - Stocks that hit the limit down included *ST Yatai, Xining Special Steel, and Tibet Tianlu [2]

Core Viewpoint - The A-share market shows a slight increase with the Shanghai Composite Index at 3630.45 points, reflecting a gain of 0.36% as of 14:02, with a total trading volume of 14153.35 billion yuan [1] Group 1: Market Performance - The A-share market has a total trading volume of 14153.35 billion yuan [1] - The Shanghai Composite Index is at 3630.45 points, indicating a 0.36% increase [1] Group 2: Stocks with Death Cross - A total of 13 A-shares have experienced a death cross, where the 5-day moving average falls below the 10-day moving average [1] - Notable stocks with significant distance between their 5-day and 10-day moving averages include: - Information Development: 5-day MA at 44.98 yuan, 10-day MA at 45.61 yuan, a difference of -1.39% [2] - Zhun Oil Shares: 5-day MA at 7.31 yuan, 10-day MA at 7.41 yuan, a difference of -1.34% [2] - Xin Nuo Wei: 5-day MA at 52.60 yuan, 10-day MA at 53.19 yuan, a difference of -1.11% [2]

Market Performance - The three major A-share indices showed mixed results, with the Shanghai Composite Index up by 0.53%, the Shenzhen Component Index up by 0.14%, and the ChiNext Index down by 0.26% [2] - The North China 50 Index increased by 0.18%, and the total trading volume in the Shanghai and Shenzhen markets reached 101.86 billion yuan, an increase of 8.6 billion yuan compared to the previous day [2] - Over 3,300 stocks in the market experienced gains [2] Sector Performance - The PEEK materials sector, military equipment restructuring, and photolithography machine sectors saw significant gains, while the pharmaceutical sector underwent adjustments [2] - PEEK materials showed strong performance across the board, with Zhongxin Fluorine Materials hitting the daily limit, and companies like Xinhan New Materials, Huami New Materials, and Nanjing Julong rising over 10% [2] - The military equipment restructuring concept experienced fluctuations, with Great Wall Military Industry reaching the daily limit [2] - The photolithography machine sector also performed well, with Zhangjiang Hi-Tech hitting the daily limit [2] - The pharmaceutical sector faced collective adjustments, with Qizheng Tibetan Medicine hitting the daily limit down, and companies like Anglikang and Nanjing New Medicine dropping over 9% [2]

Market Overview - The television broadcasting sector increased by 0.03% compared to the previous trading day, with Hai Kan Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3609.71, up by 0.33%, while the Shenzhen Component Index closed at 11289.41, up by 0.64% [1] Stock Performance - Hai Kan Co., Ltd. (301262) closed at 26.22, with a rise of 1.59% and a trading volume of 39,500 shares, totaling a transaction value of 103 million yuan [1] - Other notable stocks include: - Gehua Cable (600037) at 8.57, up 0.94%, with a trading volume of 233,400 shares [1] - Jiangsu Cable (600959) at 3.60, up 0.84%, with a trading volume of 376,900 shares [1] - Huabei Broadcasting (000665) at 5.55, down 0.18%, with a trading volume of 638,800 shares and a transaction value of 353 million yuan [1] Fund Flow Analysis - The television broadcasting sector experienced a net outflow of 166 million yuan from institutional investors, while retail investors saw a net inflow of 119 million yuan [2] - The detailed fund flow for selected stocks includes: - Electric Wide Media (000917) with a net inflow of 16.26 million yuan from institutional investors [3] - Hubei Broadcasting (000665) with a net outflow of 6.07 million yuan from institutional investors [3] - Wireless Media (301551) with a net outflow of 4.93 million yuan from institutional investors [3]

Core Viewpoint - The recent public fund reports reveal that high-performing funds have achieved impressive returns by focusing on sectors like innovative pharmaceuticals and new consumption, while also highlighting a trend towards thematic funds targeting niche markets [1][2][5]. Fund Performance and Holdings - High-performing funds have seen significant returns, with the Changcheng Pharmaceutical Industry Fund achieving a return rate of 102.52% this year, driven primarily by its focus on innovative pharmaceuticals [2]. - Many top-performing funds in the first half of the year are pharmaceutical-themed, including Zhongyin Hong Kong Stock Connect Pharmaceutical and Huashan Pharmaceutical Biotechnology [2][3]. - The top holdings of several funds have shifted towards technology and pharmaceuticals, with notable new additions like Zhongji Xuchuang and Xin Yisheng in the top ten holdings of the China Europe Digital Economy Mixed Fund [3]. Thematic Funds and Sector Focus - Some actively managed funds have undergone significant portfolio changes, with a complete overhaul of their top holdings to focus on emerging sectors like robotics and short dramas [4]. - The Tongtai Industry Upgrade Mixed Fund increased its stock position from 30% to 90% and shifted its focus to robotics, while the Tongtai Huile Mixed Fund transitioned to short drama and gaming stocks [4]. - Fund companies are launching numerous thematic products targeting specific high-growth sectors, such as controllable nuclear fusion and deep-sea technology, indicating a trend towards specialized investment strategies [5]. Market Outlook - Fund managers maintain a positive outlook for the equity market in the third quarter, with confidence in the performance of related sectors [6]. - The Changcheng Pharmaceutical Industry Fund manager anticipates growth in innovative pharmaceuticals driven by overseas licensing and domestic sales, while the Tongtai Industry Upgrade Fund manager expects significant opportunities in the robotics sector due to increased production and technological advancements [6].

Group 1 - The company has approved a cash dividend distribution plan for the year 2024, amounting to a total of RMB 20,850,000 (including tax) [1][2] - The dividend distribution plan is set at RMB 0.500000 per 10 shares for all shareholders, based on a total share capital of 417,000,000 shares [1][2] - The record date for the dividend distribution is July 23, 2025, and the ex-dividend date is July 24, 2025 [2] Group 2 - The distribution will be directly credited to the shareholders' accounts through their securities companies or other custodians [2] - The controlling shareholder, Shandong Guangdian Media Group Co., Ltd., has committed to a minimum selling price of RMB 28.68 per share after the dividend distribution [2]

证券代码：301262 证券简称：海看股份 公告编号：2025-020 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 海看网络科技（山东）股份有限公司（以下简称"公司"）2024年年度权益 分派方案已获得公司于2025年6月18日召开的2024年年度股东大会审议通过，现 将权益分派事宜公告如下： 一、股东大会审议通过权益分派方案情况 1、公司 2024 年年度股东大会审议通过的权益分派方案为：以公司总股本 417,000,000 股为基数，向全体股东每 10 股派发现金红利人民币 0.500000 元（含 税），总计派发现金红利人民币 20,850,000.00 元（含税）。本次不进行送股及资 本公积转增股本。若在利润分配方案实施前公司的股本发生变动，则以实施分配 方案时股权登记日的总股本为基数，公司将按照"现金分红总额固定不变"的原 则对分配比例进行调整。 2、自分派方案披露至实施期间，公司股本总额未发生变化。本次实施的权 益分派方案与 2024 年年度股东大会审议通过的利润分配预案一致。 3、本次实施分派方案距离股东大会审议通过的时间未超过两个月。 二 ...

关于海看网络科技（山东）股份有限公司 北京德和衡律师事务所 北京德和衡律师事务所 关于海看网络科技（山东）股份有限公司 2024年年度股东大会的 法律意见书 德和衡证见意见（2025）第144号 中国·北京市朝阳区建国门外大街 2 号银泰中心 C 座 11、12 层 电话： (+86 10) 8540 7666 邮编：100022 www.deheheng.com 北京德和衡律师事务所 BEIJING DHH LAW FIRM 2024年年度股东大会的 法律意见书 德和衡证见意见（2025）第144号 致：海看网络科技（山东）股份有限公司 北京德和衡律师事务所（以下简称"本所"）接受海看网络科技（山东）股份有限公司（以 下简称"公司"或"贵公司"）的委托，指派本所律师出席贵公司 2024 年年度股东大会。本 所律师依据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人民共和国证券 法》（以下简称"《证券法》"）、《上市公司股东会规则》（以下简称"《股东会规则》"）、 《海看网络科技（山东）股份有限公司章程》（以下简称"《公司章程》"）及相关法律法规 以及规范性文件的规定，就本次股东大会的有关事宜出具 ...