天眼查商业履历信息显示，乔锋智能装备股份有限公司，成立于2009年，位于东莞市，是一家以从事专 用设备制造业为主的企业。企业注册资本12076万人民币，实缴资本9057万人民币。公司法定代表人为 蒋修华。 通过天眼查大数据分析，乔锋智能装备股份有限公司共对外投资了10家企业，参与招投标项目65次，知 识产权方面有商标信息17条，专利信息138条，此外企业还拥有行政许可48个。 金融界消息 截至2025年8月1日收盘，乔锋智能（301603）报收于56.89元，上涨4.71%，换手率 16.32%，成交量6.16万手，成交金额3.49亿元。 资金流向方面，今日主力资金净流入3073.15万元，占比成交额8.81%。其中，超大单净流入34.42万 元、占成交额0.1%，大单净流入3038.73万元、占成交额8.71%，中单净流出流出2547.10万元、占成交 额7.3%，小单净流出526.05万元、占成交额1.51%。 乔锋智能最新一期业绩显示，截至2025一季报，公司营业总收入4.78亿元、同比增长29.92%，归属净利 润7457.10万元，同比增长44.97%，扣非净利润7354.08万元，同比增长46.6 ...

Group 1 - The general equipment sector saw a slight increase of 0.22% on August 1, with Xun'an Technology leading the gains [1] - The Shanghai Composite Index closed at 3559.95, down 0.37%, while the Shenzhen Component Index closed at 10991.32, down 0.17% [1] - Xun'an Technology's stock price rose by 9.74% to 26.26, with a trading volume of 69,400 shares and a transaction value of 174 million yuan [1] Group 2 - The general equipment sector experienced a net outflow of 1.284 billion yuan from institutional investors, while retail investors saw a net inflow of 1.497 billion yuan [2] - The top gainers in the general equipment sector included Xun'an Technology, with a significant increase in trading volume and transaction value [1][2] - The overall market sentiment reflected a mixed performance, with some stocks experiencing notable declines, such as Fangsheng Co., which fell by 9.11% [2]

Group 1 - The company focuses on the mid-to-high-end CNC machine tool sector, with main products including vertical machining centers, gantry machining centers, and horizontal machining centers, applied in various industries such as general equipment, consumer electronics, automotive parts, molds, aerospace, and communications [1] - The CNC machine tool market in China is vast, with a market size in the hundreds of billions, low concentration, and high-end machine tools being dominated by foreign companies, indicating long-term potential for domestic substitution [1] - The company is expanding into high-growth downstream sectors, with continuous breakthroughs in key technologies for high-end machine tools, leading to rapid growth in contract liabilities and promising sustained performance growth [1] Group 2 - The CNC machine tool market has significant growth potential through import substitution and overseas expansion, with China's machine tool export surplus increasing since 2022, making it the fourth largest surplus country after Germany, Japan, and Italy [2] - Core technology breakthroughs are enabling the company to gradually penetrate the mid-to-high-end machine tool market, where competition is primarily driven by technology for high-end products, stability for mid-range products, and price for low-end products [2] - The company has seen rapid growth in contract liabilities due to its alignment with market demand, active expansion into general automation and consumer electronics markets, and the realization of self-production of key components, enhancing product competitiveness and gross margins [2] Group 3 - The company forecasts net profits attributable to shareholders of 270 million, 330 million, and 400 million yuan for 2025-2027, representing year-on-year growth of 32%, 22%, and 23% respectively, with corresponding PE ratios of 26, 21, and 17 times [2] - Based on comparable companies, a target price of 78.24 yuan is set for 2025, with an initial coverage rating of "buy" [2]

Group 1 - Zhejiang Dingli achieved a net profit of 1.051 billion yuan in the first half of 2025, a year-on-year increase of 27.49% [1] - The company reported an operating income of 4.336 billion yuan, representing a year-on-year growth of 12.35% [1] - Basic earnings per share were 2.08 yuan [1] Group 2 - Dexin Technology announced that its shareholder plans to reduce its stake by no more than 1%, equating to 2.3351 million shares [1] - The company specializes in the research, design, manufacturing, and sales of lithium battery cutting molds and precision components [1] Group 3 - Fangda Group signed new orders worth 970 million yuan in the second quarter of 2025 [1] - The total amount of signed but uncompleted contracts reached 4.916 billion yuan by the end of the second quarter [1] Group 4 - Warner Pharmaceutical's shareholder plans to reduce its stake by no more than 1.3 million shares, which is approximately 0.9899% of the total share capital [3] - The company focuses on the research, production, and sales of chemical raw materials and traditional Chinese medicine [3] Group 5 - Zijin Mining's vice president plans to reduce his holdings by no more than 250,300 shares [4] - The company is engaged in the exploration and development of mineral resources, including gold, copper, and lithium [4] Group 6 - Shenkong Co. received government subsidies totaling 14.9 million yuan [6] - The company specializes in the research, production, and sales of large-diameter silicon materials and semiconductor products [6] Group 7 - Jincai Hulin's shareholder plans to reduce its stake by no more than 2.5%, which amounts to 19.4798 million shares [1] - The company is involved in heat treatment equipment manufacturing and related services [1] Group 8 - New Media Co. plans to reduce its stake by no more than 6.8434 million shares, approximately 2.99% of the total share capital [1] - The company focuses on IPTV, internet audio-visual services, and content copyright [1] Group 9 - Aidi Pharmaceutical received a drug registration certificate for its product in Zanzibar, allowing for commercial sales [8] - The product is a new drug developed for the treatment of HIV-1 infection [8] Group 10 - Changlan Technology plans to reduce its stake by no more than 1%, equating to 1.9311 million shares [10] - The company specializes in the research, production, and sales of power cable accessories [10] Group 11 - Qiaofeng Intelligent announced that two shareholders plan to reduce their holdings by no more than 2.14% of the total share capital [12] - The company focuses on the research, production, and sales of CNC machine tools [12] Group 12 - Junxin Co. signed a tripartite preliminary agreement to build a solid waste disposal power facility valued at approximately 280 million USD in Almaty [13] - The company specializes in waste incineration power generation and related environmental services [13] Group 13 - Qinglong Pipe Industry signed a strategic cooperation framework agreement with Tian Shan High-tech [14] - The company is involved in the research, production, and sales of high-quality water supply pipes [14] Group 14 - Defang Nano's shareholder plans to reduce its stake by no more than 1%, equating to 2.7954 million shares [1] - The company specializes in the research, production, and sales of lithium-ion battery materials [1] Group 15 - ST Lutong's specific shareholder plans to reduce its stake by up to 3%, including 2 million shares through centralized bidding and 4 million shares through block trading [1] - The company focuses on cable television network equipment and smart control systems [1] Group 16 - Tongzhou Electronics reported a net profit of 203 million yuan in the first half of 2025, a significant turnaround from a loss of 36.08 million yuan in the previous year [17] - The company achieved an operating income of approximately 540 million yuan, representing a year-on-year growth of 606.52% [17] Group 17 - Rebecca reported a net profit of 9.3759 million yuan in the first half of 2025, a year-on-year increase of 15.31% [18] - The company achieved total operating revenue of approximately 598 million yuan, reflecting a year-on-year growth of 4.20% [18] Group 18 - Ruixin Technology's shareholders plan to reduce their holdings by no more than 4.9493 million shares, which is up to 3% of the total share capital [20] - The company specializes in the research, production, and sales of precision aluminum alloy components [20]

证券代码：301603 证券简称：乔锋智能 公告编号：2025027 乔锋智能装备股份有限公司 关于员工战略配售资管计划减持股份预披露的公告 公司股东国证资管－兴业银行－安信资管乔锋智能高管参与创业板战略配售集 合资产管理计划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信息披露的内容与信息披露义务人提供的信息一 致。 特别提示： 持有乔锋智能装备股份有限公司（以下简称"乔锋智能"或"公司"）股份 2,583,018股（占本公司总股本比例2.14%）的股东国证资管－兴业银行－安信资管 乔锋智能高管参与创业板战略配售集合资产管理计划（曾用名：安信证券资管－兴 业银行－安信资管乔锋智能高管参与创业板战略配售集合资产管理计划，以下简称 "员工战略配售资管计划"）计划在本公告披露之日起15个交易日后的3个月内以 大宗交易方式或集中竞价交易方式减持本公司股份不超过2,583,018股（占公司总股 本比例2.14%）。 公司近日收到了股东员工战略配售资管计划管理人出具的告知函。鉴于公司部 分董事、高级管理人员参与员工战略配售资管计划，根据《深圳证券交易所创业 ...

证券代码：301603 证券简称：乔锋智能 公告编号：2025028 乔锋智能装备股份有限公司 注册登记号：HRB 800652 类型：有限责任公司 股权结构：公司100%持股 经营范围：生产和自动化设备、组件、零部件及装置的开发、设计、制造、 销售和服务；生产和自动化设备的贸易及其进出口，包括销售和服务；现有设备 的改造和现代化；机器的服务、维护以及备件供应；生产和自动化设备、组件及 外围设备建造相关的咨询和培训。 关于投资设立德国子公司的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，不存在虚假记载、 误导性陈述或者重大遗漏。 一、对外投资概述 乔锋智能装备股份有限公司（以下简称"公司"）于2024年8月26日召开第二 届董事会第十次会议，审议通过《关于投资设立德国子公司的议案》，基于全球 化发展战略和业务扩展需要，同意公司以自有资金50万欧元在德国设立全资子公 司。具体内容详见公司在巨潮资讯网（www.cninfo.com.cn）披露的《关于投资 设立德国子公司的公告》（公告编号：2024013）。 二、对外投资进展情况 近日，德国子公司已完成相关手续，并取得斯图加特地方法院商业登记 ...

Core Viewpoint - Shanghai Kepler Robotics Co., Ltd. is focusing on strategic partnerships with listed companies in the automotive and robotics supply chain rather than traditional financial investors to enhance its capabilities and resources in the humanoid robotics sector [6][10]. Financing and Investment - Kepler completed an A+ round of financing on July 9, 2023, with new investors including listed companies Taotao Automotive and Furande, alongside previous investors from its A and Pre-A rounds [6][7]. - The company aims to build an industrial chain resource and address key component shortages in humanoid robotics, emphasizing that financial investors may not provide the necessary industry empowerment [6][10]. Industry Collaboration - The seven listed companies involved in Kepler's financing primarily focus on upstream component manufacturing and material supply, which can be leveraged for humanoid robotics development [8]. - Kepler is forming joint ventures with some of its investors to enhance collaboration and resource integration, such as establishing a company focused on robotic dexterous hands [9]. Product Development Strategy - Kepler adopts a "hardware-first" approach, believing that a stable and cost-effective hardware foundation is crucial for success in the humanoid robotics market [12][13]. - The company is developing both bipedal humanoid robots and wheeled robots, with the latter being seen as a transitional form for factory deployment [16]. Market Potential and Challenges - The humanoid robotics market is expected to see significant growth, with Kepler projecting a production capacity of 500 units per year from its new assembly plant [17]. - The company anticipates that its humanoid robots will be commercially viable in industrial settings, particularly for repetitive tasks, despite current challenges in scaling production [14][18]. Financial Considerations - Kepler's pricing strategy aims to provide a cost advantage in the market, with its "Pioneer K2" robot priced at approximately $30,000, which is competitive compared to traditional labor costs [13][17]. - The company is cautious about overextending financially, focusing on product development and market readiness before pursuing large-scale financing [18].

Core Viewpoint - Kepler Robotics has adopted a unique financing strategy by attracting investments primarily from A-share listed companies in the automotive and robotics sectors, rather than traditional venture capital, to enhance its industrial capabilities and resources [1][7]. Financing Strategy - Kepler completed an A+ round of financing on July 9, 2023, bringing in two listed companies, Taotao Automotive and Furande, following previous rounds that included five other companies in the automotive and robotics supply chain [1][5]. - The CFO of Kepler emphasized that the focus this year is on building industrial chain resources and addressing key component shortages in humanoid robots, rather than seeking financial investors who may not provide industry empowerment [1][7]. Industry Collaboration - The seven listed companies involved in Kepler's financing are primarily engaged in upstream component manufacturing and materials supply, with one focused on downstream distribution [2]. - Kepler is collaborating with these companies to enhance various aspects of humanoid robotics, such as precision in joint movement control, environmental perception, and lightweight materials for robots [3][4][5]. Product Development and Market Strategy - Kepler is developing two types of robots: bipedal humanoid robots and wheeled robots, with the latter serving as a transitional form for factory deployment [14]. - The company aims to leverage partnerships with industry leaders to co-develop core components, ensuring that the robots meet industrial standards for performance and cost [8][14]. Market Positioning and Cost Efficiency - The pricing strategy for Kepler's humanoid robot, "Pioneer K2," is set at approximately $30,000 (around 220,000 RMB), which is competitive compared to other robots priced between 500,000 to 700,000 RMB [9][15]. - Kepler's robots are designed to operate in industrial settings, where the cost sensitivity is high, and the company anticipates a return on investment (ROI) within two years based on labor cost comparisons [14][15]. Production Capacity and Future Outlook - Kepler expects to ship around 100 units this year, with a target of scaling up to 1,000 units next year, supported by a new assembly factory in Foshan with an annual capacity of approximately 500 units [15]. - The company is focused on ensuring product quality through in-house manufacturing capabilities rather than relying on third-party production [15].

Summary of Key Points Core Insights - The report highlights the listing and trading activities of various ETFs and bonds on July 10, 2025, indicating a busy market day with multiple announcements regarding suspensions and resumption of trading for various financial instruments [1][2][3][4][5][6][7][8][9]. Group 1: Listings and Trading Activities - The report mentions the listing of 127110 Guanghe Convertible Bond and 301603 Qiaofeng Intelligent on July 10, 2025, marking significant events for these financial instruments [1]. - Several ETFs, including 159209 China Merchants CSI All-Share Dividend Quality ETF and 159232 Southern CSI All-Share Free Cash Flow ETF, announced dividend distributions and were temporarily suspended from trading during specific hours on the same day [1]. - The report notes that multiple ETFs, such as 159351 Jiashi CSI A500 ETF and 159355 Huabao CSI 800 Dividend Low Volatility ETF, also experienced similar trading suspensions due to dividend announcements [1]. Group 2: Special Suspensions - The report details the special suspension of stock 000545 Jinpu Titanium Industry due to significant asset restructuring and related transactions, effective from July 1, 2025 [2]. - Other financial instruments, including various SCPs from Zhonglin Group, have been suspended since November 21, 2023, indicating ongoing issues or restructuring within those entities [2][3][4][5][6][7][8][9]. Group 3: General Market Activity - The report reflects a general trend of increased market activity with multiple announcements of trading suspensions and resumption, indicating a dynamic environment for investors [1][2][3][4][5][6][7][8][9]. - The focus on dividend announcements and asset restructuring suggests a strategic shift among companies to enhance shareholder value and manage financial health [1][2][3][4][5][6][7][8][9].

Core Viewpoint - The announcement details the lifting of restrictions on certain shares of Qiaofeng Intelligent Equipment Co., Ltd., including both pre-IPO shares and strategic placement shares, allowing for their circulation on the market starting July 10, 2025 [1][2]. Group 1: IPO and Share Structure - The company has received approval from the China Securities Regulatory Commission for its initial public offering (IPO), issuing 30,190,000 shares, which began trading on July 10, 2024 [1]. - Following the IPO, the total share capital of the company increased from 90,570,000 shares to 120,760,000 shares, with 22,942,135 shares being unrestricted, representing 19.0% of the total [2]. Group 2: Restricted Shares and Shareholder Commitments - A total of 13,580,500 shares will be released from restrictions, accounting for 11.25% of the company's total share capital, with five shareholders involved in this release [11][12]. - Shareholders, including Nanjing Qiaorong Venture Capital Partnership and others, have committed to not transferring or managing their shares for 12 to 36 months post-IPO, ensuring compliance with legal and regulatory requirements [3][4][5]. Group 3: Compliance and Monitoring - The company will monitor the shareholders' compliance with their commitments during the share sale process, adhering to relevant regulations regarding share reduction [12][13]. - The underwriting institution has confirmed that the application for the release of restricted shares complies with all relevant regulations and that the shareholders have adhered to their commitments [14].