人民财讯8月6日电，鑫宏业（301310）8月6日晚间公告，全资子公司江苏华光于近日收到中国中原对外 工程有限公司发出的中标通知书，江苏华光在项目名称为"C-5项目1E级K3类低压电力电缆及核岛防喷 淋耐火低压电力电缆采购项目"的招标中被确定为中标人，中标金额合计8158.1万元。 ...

鑫宏业公告，全资子公司江苏华光电缆电器有限公司近日收到中国中原对外工程有限公司发出的中标通 知书，江苏华光在"C-5项目1E级K3类低压电力电缆及核岛防喷淋耐火低压电力电缆采购项目"招标中被 确定为中标人，中标金额合计8158.1万元。该项目属于公司主营业务范畴，预计将对公司未来经营业绩 产生积极影响。 ...

证券代码：301310 证券简称：鑫宏业 公告编号：2025-064 无锡鑫宏业线缆科技股份有限公司 关于全资子公司收到中标通知书的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 无锡鑫宏业线缆科技股份有限公司（以下简称"公司"）全资子公司江苏华 光电缆电器有限公司（以下简称："江苏华光"）于近日收到中国中原对外工程 有限公司发出的中标通知书，江苏华光在项目名称为"C-5 项目 1E 级 K3 类低压 电力电缆及核岛防喷淋耐火低压电力电缆采购项目"的招标中被确定为中标人。 现将具体情况说明如下： 一、中标项目的基本情况 1. 项目名称：C-5 项目 1E 级 K3 类低压电力电缆及核岛防喷淋耐火低压电 力电缆采购项目 2. 招标方：中国中原对外工程有限公司 3. 中标人：江苏华光电缆电器有限公司 4. 中标金额合计：8,158.103893 万元 二、交易对手方情况 1. 交易对手方名称：中国中原对外工程有限公司 2. 法定代表人：王永革 3. 注册资本：60,856.57 万元 4. 注册地址：北京市海淀区花园路 B3 号 5. 经营范围：许可项目：建 ...

8月4日，多家上市公司通过互动平台、披露投资者关系活动记录表等渠道披露公司在机器人、半导体等 方面最新情况： 容大感光：公司向胜宏科技供应的产品主要是PCB光刻胶系列产品 【半导体】 福莱特：积极响应工信部"反内卷"号召，减少光伏玻璃产能供给 【机器人】 【无人驾驶】 天准科技：天准星智布局了智能驾驶域控制器 可服务于Robotaxi领域 【PCB】 【热点回应】 【其他】 (本文来自第一财经) 昊志机电：与客户共同开发的按摩机器人已成功应用于美业专业连锁机构 春晖智控：公司产品目前未应用于机器人领域 鑫宏业：正聚焦人形机器人线缆技术研发与产品迭代 隆鑫通用：与宇树科技暂无合作 君实生物：公司尚无抗生素相关业务 华工科技：1.6T自研硅光模块在重点客户已进入送样测试阶段 大元泵业：公司目前已有适配于氟泵自然冷系统的产品 中远通：公司的电源产品是液冷服务器相关设备的核心组成部分 中国化学：正与雅鲁藏布江下游工程相关业主进行业务对接 格林美：公司超高镍9系三元前驱体已通过量产认证并实现了十吨级小规模量产 扬杰科技：公司新发布的产品可应用于AR眼镜等相关产品领域 华工科技：1.6T自研硅光模块在重点客户已进入送样测 ...

Group 1 - The company is currently focusing on the research and development of humanoid robot cables, specifically addressing core needs such as joint movement, signal transmission, and bend resistance [1] - The technical solutions have undergone multiple rounds of verification, and product performance is gradually being optimized [1] - The overall R&D work is progressing steadily according to plan [1] Group 2 - Several companies in the industry are actively laying out plans in this field, collectively promoting technological innovation and industry maturity [1]

Group 1 - The company, Xinhongye (301310), is currently focusing on the research and development of humanoid robot cables, emphasizing technology innovation and product iteration [1] - The company is investing in core needs such as joint movement, signal transmission, and bend resistance for robots, with multiple rounds of verification completed for related technical solutions [1] - The overall R&D work is progressing steadily according to plan, with product performance gradually optimized [1] Group 2 - The industry has seen multiple companies actively laying out in the humanoid robot cable sector, collectively driving technological innovation and industry maturity [1]

Group 1 - The company is actively advancing its private placement matters, ensuring compliance with regulatory requirements and internal processes [1] - The company is committed to communicating and coordinating with relevant parties to expedite the completion of related procedures [1] - The company is focusing on the research and development of new materials, including copper-clad steel wire, to optimize cost structure and enhance product competitiveness [1]

Investment Rating - The report indicates a strong growth potential for the humanoid robot harness industry, with a projected market size increase from 340 million RMB in 2025 to 8.16 billion RMB by 2029, reflecting a compound annual growth rate (CAGR) of 121.34% [42][45]. Core Insights - The humanoid robot harness industry is characterized by high performance requirements, surpassing those of industrial robot harnesses but slightly below automotive-grade harnesses. The industry is expected to evolve towards smart, high-performance, lightweight integration, and biomimetic designs [4][37]. - The market growth is driven by global robotics policies, technological advancements in China, and the expansion of application scenarios for humanoid robots [4][45]. Industry Definition - Humanoid robot harnesses consist of a collection of wires and cables connecting various robot components, essential for power transmission, signal control, and data communication, likened to the "blood vessels" and "nervous system" of robots [5][4]. Product Classification - Humanoid robot harnesses are categorized into flexible and rigid cables, as well as power and signal harnesses. Specialized harnesses include liquid cooling harnesses and unique signal harnesses to meet specific operational needs [6][9][12]. Industry Characteristics - The industry features high barriers to entry in terms of capital, technology, and customer relationships, with a trend towards intelligent, high-performance, lightweight, and biomimetic developments [15][16][19]. Development History - The humanoid robot harness has evolved through several stages, from basic external wiring in the early years to the current stage of intelligent reconfigurable and biomimetic designs [21][24]. Industry Chain Analysis - The upstream of the humanoid robot harness industry includes raw materials such as wires, insulation materials, and connectors, while the midstream consists of harness manufacturers, predominantly overseas suppliers for major humanoid robot companies [25][30]. Market Size and Growth - The humanoid robot harness market is expected to grow significantly, driven by supportive government policies, technological breakthroughs, and increasing market demand due to aging populations and rising labor costs [42][45][46]. Competitive Landscape - The competitive landscape is dominated by international giants like Amphenol and Sumitomo Electric, with emerging Chinese companies like Luxshare Precision and Wuxi Xinhongye gaining traction [50][52]. Company Overview - Luxshare Precision Industrial Co., Ltd. reported a revenue of 16 billion RMB with a year-on-year growth of 7.3% and a gross margin of 11.8% [55].

Group 1: Company Performance - WuXi AppTec reported a net profit of 8.561 billion yuan for the first half of the year, a year-on-year increase of 101.92% [1] - The company's revenue for the first half reached 20.799 billion yuan, reflecting a growth of 20.64% year-on-year [1] - WuXi AppTec plans to distribute a cash dividend of 3.5 yuan per share to all shareholders [1] - The company has revised its revenue forecast for the full year to between 42.5 billion and 43.5 billion yuan [1] - SANY Heavy Industry plans to issue non-financial corporate debt financing tools not exceeding 20 billion yuan to optimize its financing structure [1] Group 2: Film Industry Impact - Happiness Blue Sea announced that the film "Nanjing Photo Studio" has surpassed 412 million yuan in cumulative box office, exceeding 50% of the company's audited revenue for the most recent fiscal year [2] - The film's impact on the company's revenue is currently negligible as it is still in theaters [2] Group 3: Corporate Actions - Zhonghua Equipment plans to issue shares to acquire 100% equity of two companies, marking a significant asset restructuring [2] - Dahua Intelligent is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure [3] - Shiming Technology's actual controller and chairman has been placed under detention due to personal matters unrelated to the company [4] Group 4: Financial Performance - Ju Chen Co. reported a net profit growth of 43.5% for the first half of the year [6] - Qizheng Tibetan Medicine's net profit increased by 9.94% year-on-year [6] - China Minmetals' new contract value decreased by 19.1% year-on-year [6] - Huicheng Environmental's net profit declined by 85.63% year-on-year [6] Group 5: Mergers and Acquisitions - Kaishan Holdings plans to acquire a minority stake in SMGP for 3 million USD [6] - Zhonghua International intends to purchase 100% equity of Nantong Xingchen Composite Materials Co., Ltd. [6] - Xiangdian Co. plans to acquire a 12.5% stake in Tongda Electromagnetic Energy for 208 million yuan [6]

Group 1 - Changhua Group received a product purchase contract for carbon-ceramic brake discs, with a total sales amount expected to exceed 100 million yuan over a 5-year lifecycle, starting mass production in Q2 2026 [1] - Zhongke Environmental reported a net profit of 196 million yuan for the first half of 2025, a year-on-year increase of 19.83%, with revenue of 848 million yuan, up 4.48% [1] - WuXi AppTec's net profit for the first half of 2025 grew by 101.92% to 8.561 billion yuan, with revenue of 20.799 billion yuan, a 20.64% increase [1][2] - Sujiao Technology's net profit decreased by 39.54% to 95.39 million yuan, with revenue down 13.75% to 1.776 billion yuan [1] - Jucheng Co. reported a net profit of 205 million yuan, a significant increase of 43.5%, with revenue of 575 million yuan, up 11.69% [1] Group 2 - Sanxiang New Materials plans to invest up to 300 million yuan in a zirconium-hafnium separation project, with a production capacity of 20,000 tons [1] - Koweil received government subsidies totaling 4.9752 million yuan, accounting for 10.14% of its audited net profit [1] - Xinhua Medical obtained two Class II medical device registration certificates for digital X-ray machines [1] - Huanxu Electronics reported a net profit of 638 million yuan, down 18.66%, with total revenue of 27.214 billion yuan, a slight decrease of 0.63% [1] - Zhenhua Co.'s general manager was fined 100,000 yuan for violations related to stock trading by his child [1] Group 3 - Huafeng Aluminum signed a raw material purchase contract worth over 7.2 billion yuan for a five-year period, committing to purchase at least 360,000 tons of raw materials [1] - Hongxin Technology received a project designation letter and procurement contract from a major domestic automotive brand [1] - Meihe Co. obtained a patent for a device used in supporting automatic flipping on conveyor lines in the automotive manufacturing sector [1] - Xin Hongye's subsidiary won a bid for an electrical penetration project worth 40.8831 million yuan [1] - Fuan Pharmaceutical's subsidiary received a drug registration certificate for an injection used in liver disease treatment [1] Group 4 - Tianzhong Precision's subsidiary's bankruptcy liquidation application was accepted by the court due to insufficient assets to cover debts [1] - Zhonghong Medical's subsidiary received medical device registration for infusion pumps and information collection systems [1] - Keda Li's subsidiary completed a capital increase, raising its registered capital from 200 million yuan to 400 million yuan [1] - Xingye Technology applied for a credit limit of 372 million yuan from Guangfa Bank [1] - Hengrui Medicine signed a collaboration agreement with GSK, involving a potential total payment of approximately 12 billion USD based on project milestones [1]