2025世界机器人大会即将举办 8月8日，2025世界机器人大会即将在北京经济技术开发区北人亦创国际会展中心启幕。这场以"让机器 人更智慧，让具身体更智能"为主题的盛会，不仅是对过去十年发展的总结，更是聚焦人形机器人产业 跨越式发展关键之年的重要契机。 据悉，此次大会将有100余款新品在大会上首发亮相，数量是去年的近2倍。其中，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。 "自今年初以来，人形机器人频频火爆出圈，国内人形机器人企业订单爆满，彰显了这一领域的广阔发 展空间。"中国电子学会理事长徐晓兰谈道，过去十年间，我国机器人产业取得长足发展，形成了丰富 的自有产品谱系，无框力矩电机、空心杯电机、行星滚柱丝杠等核心零部件均已实现自主研发。 人形机器人大规模应用迎来曙光 2025年以来，包括智元机器人、宇树科技、云深处、傅利叶智能等多家头部人形机器人厂商获得战略投 资，较多人形机器人厂商在今年上半年收获多轮战略投资。上市公司亦在积极参与头部人形机器人厂商 的并购整合或技术合作。 民生证券认为，历经多年发展及技术迭代，在巨大的潜在市场需求牵 ...

Group 1 - Gao Ling Information announced that three shareholders plan to reduce their holdings by a total of up to 2.42% of the company's shares due to personal funding needs [1] - The shareholders include Zhuhai Hengqin New Area Zixiao Investment Partnership, Zhuhai Hengqin New Area Qucheng Investment Partnership, and Zhuhai Huajin Lingyue Intelligent Manufacturing Industry Investment Fund [1] - Gao Ling Information specializes in the R&D, production, and sales of telecommunications network communication equipment, environmental IoT application products, and network and information security products [1] Group 2 - Anglikang has only one innovative drug project under research, ALK-N001, which is currently in Phase I clinical trials [2] - The company is also considering a new innovative drug pipeline project, ALK-N002, which is still in the candidate selection phase [2] - Anglikang focuses on the production and manufacturing of pharmaceuticals, including chemical raw materials and preparations [2] Group 3 - Qixiang Tengda announced the completion of maintenance and technical upgrades for its 300,000 tons/year propylene oxide facility, which has resumed normal production [3] - The company operates in the chemical manufacturing and supply chain management sectors [3] Group 4 - Delisi signed a strategic cooperation agreement with Xiamen Haifusheng Food Group and Xin Sanhe Food Co., Ltd. to collaborate in product supply, market expansion, and technology [4] - Delisi specializes in the production and sales of frozen meat and related products [4] Group 5 - Jinlang Technology's application for issuing convertible bonds has been approved by the Shenzhen Stock Exchange [5] - The company is engaged in the R&D, production, and sales of string inverters [5] Group 6 - Lingyi Zhi Zao plans to acquire a 66.46% stake in Jiangsu Keda through a combination of issuing convertible bonds and cash [6] - The company provides comprehensive intelligent manufacturing services and solutions [6] Group 7 - Jinshi Technology intends to publicly transfer 100% equity of its wholly-owned subsidiary, Hunan Jinshi Technology [7] - The company focuses on digital sanitation, water ecology, and solid waste disposal [7] Group 8 - Qidi Environment announced that 2 million shares held by shareholder Sander Group have been transferred through judicial auction [8] - The company operates in the environmental management sector [8] Group 9 - Guang'an Aizhong expects a reduction in net profit of approximately 39.38 million due to the implementation of a low valley electricity price policy [9] - The company is involved in power generation, supply, and natural gas supply [9] Group 10 - Kangyuan Pharmaceutical received a drug registration certificate for its proprietary product, Canpu Granules, used for treating chronic pelvic pain [10] - The company specializes in the R&D, production, and sales of pharmaceuticals [10] Group 11 - Changqing Technology announced that two shareholders plan to reduce their holdings by up to 5.98% due to personal funding needs [11] - The company focuses on rail transit and building decoration businesses [11] Group 12 - Huaren Pharmaceutical's shareholder plans to reduce its holdings by up to 1% of the company's total shares [12] - The company is a state-controlled pharmaceutical health industry group [12] Group 13 - Jinkai New Energy announced the completion of the first phase of an AI computing power technology service contract [13] - The company is involved in the development, investment, construction, and operation of renewable energy power [13] Group 14 - Sany Heavy Industry has repurchased a total of 72.6792 million shares, amounting to 1.355 billion [14] - The company specializes in the R&D, manufacturing, and sales of engineering machinery [14] Group 15 - Chip导科技 plans to acquire 100% of Shunlei Technology and 17.15% of Shunlei Technology through convertible bonds and cash [15] - The company focuses on the R&D and sales of power semiconductors [15] Group 16 - Tuo Shan Heavy Industry reported that its recent operating conditions are normal, with no significant changes in the internal and external business environment [16] - The company specializes in the R&D, design, production, and sales of engineering machinery components [16] Group 17 - Chang'an Automobile reported a July sales figure of 210,600 vehicles, a year-on-year increase of 23.43% [17] - The company is engaged in the R&D, manufacturing, and sales of vehicles and engines [17]

Summary of Key Points Core Viewpoint - Lingyi Zhi Zao announced a share buyback program, indicating confidence in its stock value and future prospects [2]. Financial Performance - As of July 31, 2025, the company repurchased approximately 38.23 million shares, representing 0.55% of its total share capital, with a total transaction amount of about 320 million yuan [2]. - The highest transaction price during the buyback was 8.55 yuan per share, while the lowest was 8.06 yuan per share [2]. Revenue Composition - For the year 2024, the revenue composition of Lingyi Zhi Zao is as follows: - AI terminals accounted for 92.13% - Automotive and low-altitude economy contributed 4.79% - Other segments made up 3.08% [2].

流动性方面，稀土ETF嘉实盘中换手2.78%，成交1.15亿元。拉长时间看，截至8月1日，稀土ETF嘉实近1周日均成交3.57亿元，居可比基金第一。 规模方面，稀土ETF嘉实近1周规模增长1.38亿元，实现显著增长，新增规模位居可比基金第一。份额方面，稀土ETF嘉实近1周份额增长2.94亿份，实现显 著增长，新增份额位居可比基金第一。 资金流入方面，拉长时间看，稀土ETF嘉实近5个交易日内有4日资金净流入，合计"吸金"5.75亿元。 截至8月1日，稀土ETF嘉实近1年净值上涨62.04%，指数股票型基金排名153/2944，居于前5.20%。从收益能力看，截至2025年8月1日，稀土ETF嘉实自成立 以来，最高单月回报为41.25%，最长连涨月数为4个月，最长连涨涨幅为83.89%，上涨月份平均收益率为10.02%。 数据显示，截至2025年7月31日，中证稀土产业指数前十大权重股分别为北方稀土、包钢股份、中国稀土、盛和资源、卧龙电驱、中国铝业、领益智造、格 林美、厦门钨业、金风科技，前十大权重股合计占比59.32%。 截至2025年8月4日 11:07，中证稀土产业指数上涨0.01%，成分股湘电股份上涨3. ...

Investment Rating - The report does not explicitly state an investment rating for the industry, but it suggests a positive outlook for specific sectors such as engineering machinery and photovoltaic technology, indicating potential investment opportunities [1][2]. Core Insights - The report highlights an improvement in the engineering machinery market, with the China Machinery Index (CMI) for July 2025 at 100.73, reflecting a year-on-year increase of 5.54% [3]. - The photovoltaic sector is experiencing a short-term uptrend due to new procurement requirements for high-efficiency solar cells, with significant procurement plans announced by major companies [3]. - The automotive market shows resilience, with a year-on-year increase of 5% in average daily retail sales of passenger vehicles in late July 2025, supported by promotional activities and export growth [3]. Summary by Sections Market Overview - The mechanical equipment, power equipment, and automotive industry indices experienced declines of -0.76%, -2.62%, and -2.36% respectively over the last week, ranking them 9th, 24th, and 21st among 31 primary industries [1][8]. Industry News and Key Company Announcements - The report discusses the launch of a logistics drone service in the Greater Bay Area, marking a significant development in logistics capabilities [17]. - Shenzhen's economic data indicates a decline in fixed asset investment but growth in infrastructure and industrial technology investments, with notable increases in high-tech product outputs [17]. - Several companies, including leading firms in robotics and energy, are expanding their operations and product offerings, indicating a dynamic industry landscape [17][18][19].

重要的消息有哪些 央行：继续实施好适度宽松的货币政策 中国人民银行8月1日召开2025年下半年工作会议暨常态长效推动中央巡视整改工作推进会，总结2025年 以来工作，分析当前金融形势，部署下一阶段工作。会议提出，继续实施好适度宽松的货币政策。综合 运用多种货币政策工具，保持流动性充裕，引导金融机构保持信贷合理增长。突出服务实体经济重点方 向。支持化解重点产业结构性矛盾，加强应收账款电子凭证业务监管与风险防范。稳慎扎实推进人民币 国际化，加快拓展贸易项下人民币使用。 国债利息将征税 8月1日晚间，财政部、税务总局公告，自2025年8月8日起，对在该日期之后（含当日）新发行的国债、 地方政府债券、金融债券的利息收入，恢复征收增值税。对在该日期之前已发行的国债、地方政府债 券、金融债券（包含在2025年8月8日之后续发行的部分）的利息收入，继续免征增值税直至债券到期。 《网络交易平台收费行为合规指南》发布 市场监管总局7月31日发布并施行《网络交易平台收费行为合规指南》，进一步规范网络交易平台向平 台内经营者收取佣金、抽成、会员费、技术服务费、信息服务费、营销推广费等收费行为。 7月新基金募资再超千亿 7月，受浮动 ...

重要的消息有哪些 央行：继续实施好适度宽松的货币政策 中国人民银行8月1日召开2025年下半年工作会议暨常态长效推动中央巡视整改工作推进会，总结2025年以来工作，分析当前金融形势，部署下一阶段工作。会议提 出，继续实施好适度宽松的货币政策。综合运用多种货币政策工具，保持流动性充裕，引导金融机构保持信贷合理增长。突出服务实体经济重点方向。支持化解重 点产业结构性矛盾，加强应收账款电子凭证业务监管与风险防范。稳慎扎实推进人民币国际化，加快拓展贸易项下人民币使用。 OPEC+同意9月将原油日产量提高54.8万桶 OPEC+消息人士在会议期间表示，OPEC+的八个成员国在周日的会议上同意将9月份的石油日产量提高54.8万桶。OPEC+将于9月7日举行下一次会议。OPEC+计划 在12月底之前评估每日166万桶的增产计划。 美国7月非农就业数据"爆冷" 国债利息将征税 8月1日晚间，财政部、税务总局公告，自2025年8月8日起，对在该日期之后（含当日）新发行的国债、地方政府债券、金融债券的利息收入，恢复征收增值税。对 在该日期之前已发行的国债、地方政府债券、金融债券（包含在2025年8月8日之后续发行的部分）的利息收 ...

来源：中信建投证券 摘要：当前市场调整受多重因素影响，市场情绪和资金风险偏好虽有退潮，但仍然较为活跃，投资者不 必过于担心，我们认为此轮调整的空间有限，观察上证指数下方两个缺口的回补情况。具体内容详见全 文。 周五市场全天震荡调整，三大指数小幅收跌。沪深两市全天成交额1.60万亿，较上个交易日缩量3377 亿。盘面上市场热点快速轮动，个股涨多跌少，全市场超3300家个股上涨。从板块来看，医药板块全线 逆势走强，创新药概念延续强势，中药股展开补涨，光伏概念反弹，午后AI应用端活跃，智能体方向 领涨，数据要素概念走强。下跌方面，体育概念集体调整。板块方面，中药、电力设备、AI智能体、 造纸等板块涨幅居前，中船系、民爆、PCB、CPO等板块跌幅居前。截至收盘，沪指跌0.37%，深成指 跌0.17%，创业板指跌0.24%。 1、中国人民银行：继续实施好适度宽松的货币政策 突出服务实体经济重点方向； 2、工信部等八部门印发《机械工业数字化转型实施方案》； 3、国家认监委制定了《强制性产品认证实施规则移动电源、锂离子电池和电池组（试行）》； 4、自8月8日起，对新发行的国债、地方政府债券、金融债券的利息收入，恢复征收增值 ...

Market Overview - The U.S. stock market experienced a significant decline, with the Dow Jones Industrial Average falling by 542.40 points, or 1.23%, closing at 43,588.58 points. The Nasdaq Composite dropped 2.24% to 20,650.13 points, while the S&P 500 decreased by 1.60% to 6,238.01 points. This downturn was influenced by new tariffs imposed by Trump on several trade partners and a disappointing employment report, which showed a non-farm payroll increase of only 73,000, below the expected 104,000 [2][3]. Individual Stock Performance - Amazon's stock fell by 8.3% due to lower-than-expected revenue guidance for the third quarter. Other major tech stocks also saw declines, with Apple down 2.5%, Nvidia down 2.3%, and Tesla and Microsoft both down 1.8%. The Nasdaq China Golden Dragon Index decreased by 1.8%, with Alibaba down 2.9%, NetEase down 2.2%, Baidu down 2.0%, and JD down 1.8% [3]. Commodity Prices - Oil prices were pressured by economic uncertainty and expectations of increased production from OPEC+. WTI crude oil for the nearest month fell by 2.79% to $67.33 per barrel, while Brent crude oil dropped by 2.83% to $69.67 per barrel [3]. Gold Prices - Increased risk aversion led to a rise in gold prices, with October contracts on the New York Mercantile Exchange surpassing $3,400, marking a 2.02% increase [4]. Economic Policies - The People's Bank of China announced plans for a moderately loose monetary policy, including a reduction in the reserve requirement ratio and support for local government financing platforms. Additionally, a new tax policy on interest income from government bonds will take effect on August 8, 2025 [4][5]. Automotive Industry Performance - In July, several electric vehicle manufacturers reported their delivery figures: Li Auto delivered 30,731 vehicles, XPeng delivered 36,717 vehicles (up 229% year-on-year), NIO delivered 21,017 vehicles (up 25.2% year-to-date), and Leap Motor delivered 50,129 vehicles (up over 126% year-on-year). BYD reported July sales of 344,300 new energy vehicles, a slight increase from 342,400 vehicles in the same month last year [6][7][9]. Corporate Actions - China Shenhua announced plans to issue shares and pay cash to acquire assets from its controlling shareholder, with trading of its A-shares suspended starting August 4, 2025, for up to 10 trading days [8]. - Lianyi Intelligent Manufacturing is set to undergo a restructuring process, with a review by the Shenzhen Stock Exchange scheduled for August 8, 2025 [10].

【头条要闻】 下半年货币政策如何发力稳增长？ 降准降息均有空间 近期召开的多个会议"定调"下半年货币政策。作为宏观调控的一大"主角"，下一阶段的货币政策可能盯 住哪些目标，又面临哪些掣肘？为巩固拓展经济回升向好势头，货币政策在总量、价格、结构上还将如 何发力？ 业内专家认为，宏观经济形势、银行息差水平、宏观杠杆率水平、主要发达经济体货币政策等因素，可 能影响我国下半年货币政策操作的"相机抉择"。货币政策有望在促进社会综合融资成本下行、助力经济 结构调整优化等方面进一步发力。降准降息均有操作空间和落地可能性。 多家国有大行表态落实国常会贴息政策 助推消费升级与服务业焕新 在7月31日召开的国务院常务会议部署实施个人消费贷款贴息政策与服务业经营主体贷款贴息政策后， 《证券日报》记者了解到，多家国有大行率先表态，将切实做好个人消费贷款和服务业经营主体贷款贴 息政策的传导落实。 在业内人士看来，此次会议部署是国家提振内需、激发市场活力、保障和改善民生的又一重要举措。政 策从需求和供给两端发力，通过财政金融协同，有效降低居民消费融资成本、缓解服务业经营主体融资 压力，畅通经济循环，为巩固经济回升向好态势注入强劲动能。 ...