证券代码：300353 证券简称：东土科技 公告编码：2026-007 关于披露发行股份及支付现金购买资产并募集配套资金预案后 的进展公告 北京东土科技股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 重大风险提示： 1.北京东土科技股份有限公司（以下简称"东土科技"或"公司"）于2025年11 月1日披露《发行股份及支付现金购买资产并募集配套资金预案》及摘要中，已 对本次交易涉及的有关风险因素及尚需履行的审批程序进行了详细说明，敬请广 大投资者关注后续进展公告并注意投资风险。 公司因筹划本次交易事项，根据深圳证券交易所的相关规定，经公司申请， 公司股票（证券简称：东土科技，证券代码：300353）自2025年10月21日开市时 起开始停牌。停牌期间，公司根据相关规定及时履行信息披露义务。具体内容详 见公司于2025年10月21日在巨潮资讯网（www.cninfo.com.cn）披露的《关于筹划 发行股份等方式购买资产事项的停牌公告》（公告编号：2025-098），于2025年 10月27日披露的《关于筹划发行股份等方式购买资产事项的停牌进展公告》 ...

或由于英伟达亮眼财报，粉碎海外AI泡沫担忧，今日（2月26日）重点布局国产算力（IDC、服务器）、国产AI应用领域的大数据ETF华宝（516700）场内 涨幅盘中上探2.27%，现涨2%，上交所数据显示，该ETF此前3日连续吸金近900万元，反映资金看好大数据方向后市表现，逐步进场布局！ | 序号 | 名称 | 涨跌幅 | 两日图 | 申万一级行业 | 甲万二级行业 | 田方三级行业 | 总市值 | 成交额 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 润泽科技 | 18.56% | | 通信 | 通信服务 | 通信应用增值服务 | 1682 Z | 107.30亿 | | 2 | 奥飞数据 | 11.57% | | 通信 | 通信服务 | 通信应用增值服务 | 257亿 | 32.02亿 | | 3 | 云大励飞-U | 9.63% | | 计算机 | IT服务Ⅱ | IT服务Ⅲ | 334亿 | 14.97亿 | | 4 | 光环新网 | 7.16% | | 通信 | 通信服务 | 通信应用增值服务 | 299亿 | 28. ...

2026年，国内机器人赛道融资依旧火热，在2月，行业接连传来大额融资消息。据《智能新观察》不完全统计，截至2月25日，国内机器人赛道共有六家企 业完成大额融资，累计融资额达76亿元。其中星海图、灵心巧手、智平方、千寻智能四家企业投后估值均突破百亿大关，跻身机器人"百亿俱乐部"。 在此，本文列举出这六家企业的最新融资动态，透过76亿元的热钱流向，探寻其产品技术走向"产业深水区"的底层逻辑。 据公开信息整理，如有遗漏欢迎指正！ 一、千寻智能——近20亿元两轮融资 2月24日，具身智能企业千寻智能宣布完成近20亿元融资，投后估值突破百亿元，成为行业新晋独角兽。本轮由云锋基金、红杉中国等超一线机构领投， 顺为资本、达晨财智等老股东全数追加，产业方覆盖宁德时代、TCL、京东、华为、小米等头部企业，形成罕见的"全场景生态"股东阵容。本轮融资后， 千寻智能将持续加大具身基础模型与真实数据体系的投入，深化产业生态共建。 左韩峰涛、右高阳 二、灵心巧手——近15亿元B轮融资 | | | 2026年二月六家机器人企业大额融资信息汇总 | | | --- | --- | --- | --- | | | | (按融资规模排序) | ...

声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 资料显示，北京东土科技股份有限公司位于北京市石景山区实兴大街30号院2号楼8层至12层，成立日期 2000年3月27日，上市日期2012年9月27日，公司主营业务涉及工业控制网络领域硬件设备的研发、生产 和销售,并为工业控制系统信息传输提供解决方案。主营业务收入构成为：工业网络通信68.97%，智能 控制器及解决方案20.05%，工业操作系统及相关软件服务10.98%。 截至9月30日，东土科技股东户数5.87万，较上期减少9.62%；人均流通股9177股，较上期增加10.88%。 2025年1月-9月，东土科技实现营业收入5.01亿元，同比减少11.72%；归母净利润-1.48亿元，同比增长 1.32%。 分红方面，东土科技A股上市后累计派现1.07亿元。近三年，累计派现0.00元。 2月25日，东土科技跌0.08%，成交额4.97亿元。两融数据显示，当日东土科技获 ...

Core Viewpoint - The company aims to establish itself as a foundational platform in the humanoid robotics industry, likening its role to that of "selling shovels" in a gold rush, focusing on service rather than immediate commercialization [5][42]. Company Overview - Beijing Humanoid Robot Innovation Center was established at the end of 2023 with an initial investment of 460 million yuan from various stakeholders [2][39]. - The CEO, Xiong Youjun, emphasizes a work culture that allows for mistakes but does not tolerate stagnation, aiming for continuous exploration in technology [4][41]. Technological Development - The company is navigating a chaotic phase in the industry, debating whether to focus on VLA models or world models, and whether to rely more on simulation data or real data [4][41]. - A significant goal is to release the first generation of the "Embodied Tiangong" robot in 2024, followed by the "Wisdom Open Object" platform in 2025, and to enhance capabilities with the "Embodied Tiangong 3.0" in 2026 [4][41][42]. Market Positioning - The company positions itself within a projected trillion-dollar market for embodied intelligence, asserting that current technological breakthroughs are merely stepping stones and do not yet create a competitive moat [5][42]. - The company aims to create an Android-like ecosystem in the robotics field, focusing on open-source technology to foster industry growth [5][23]. Funding and Investment - The company recently completed its first market-oriented financing round, raising 700 million yuan, which was initiated in late 2025 due to favorable market conditions [7][45]. - The CEO notes that there are no performance guarantees set by investors, reflecting confidence in the company's technological advancements [9][48]. Industry Context - Comparatively, domestic humanoid robot companies are valued at over 10 billion yuan, while leading companies like Ubiquity are valued below 100 billion yuan, contrasting with U.S. companies valued in the hundreds of billions [12][47]. - The CEO argues that the perception of a bubble in the industry stems from a lack of understanding of the future market potential [12][48]. Open Source Strategy - The company has opened its platforms, "Embodied Tiangong" and "Wisdom Open Object," significantly lowering barriers for other companies to enter the humanoid robotics space [19][57]. - The open-source approach is seen as a way to accelerate industry maturity and does not conflict with the company's commercial goals [23][60]. Challenges and Solutions - The company faces numerous challenges, including technological, product, talent, and funding issues, and is focused on building a robust platform to address these gaps [15][69]. - A mid-test verification platform has been established, achieving a production capacity of 5,000 units annually, which aims to bridge the gap between laboratory prototypes and industrial applications [33][70].

Group 1: AI Model Developments - ByteDance's Dream AI launched the Seedance 2.0 video generation model, enhancing narrative capabilities and achieving film industry standards with features like multi-angle storytelling and precise audio-visual synchronization [1] - MiniMax introduced the MiniMax M2.5 programming model, designed for agent scenarios, competing with top international models and excelling in productivity applications like Excel and PPT [1] Group 2: Policy and Industry Trends - Guangdong Province's implementation plan aims to accelerate the application of digital technologies and support AI service providers, particularly in industrial software and robotics [2] - The Ministry of Industry and Information Technology's action plan emphasizes the integration of AI with industrial internet platforms, promoting self-decision-making and execution capabilities in industrial scenarios [2] - Guotai Junan noted that the large model industry is transitioning from "technical exploration" to "commercial validation," with a focus on task execution efficiency and commercial viability [2] Group 3: Market Performance and Investment Opportunities - Domestic leading companies are expected to accelerate their investments in industrial AI models, driving innovation in industrial software and contributing to new industrialization [3] - As of February 12, 2026, the Guozheng Industrial Software Theme Index rose by 2.99%, with significant gains in component stocks like Hongjing Technology and Robotec [3] - The Industrial Software ETF closely tracks the Guozheng Industrial Software Theme Index, which is linked to the intelligent manufacturing and AI infrastructure upgrade [3]

Group 1 - Sichuan Chengde High-tech Innovation Venture Capital Partnership (Limited Partnership) has been established with a total investment of 620 million RMB [1] - The executive partner is Beijing Yamei Hezhong Investment Management Co., Ltd. [1] - The investment scope includes venture capital, with contributions from Chengdu High-tech Strategy Source Qihang Equity Investment Fund Partnership (Limited Partnership), Dongtu Technology (300353), and Furuimei Medical (300049) [1]

Core Insights - The article highlights the importance of technological self-reliance and innovation in China's development, particularly in the context of the AI and robotics industry [7][13] Group 1: AI Robotics Electronic Architecture - The self-controllable AI robotics electronic architecture developed by Dongtu Technology is a fundamental technological guarantee for the safe, high-end, and sustainable development of China's robotics industry [3][10] - This architecture consists of three core capabilities: the Hongdao operating system, the AUTBUS two-wire broadband industrial bus technology, and a fully domestic tool software system, which together create a leading, safe, and controllable technical barrier [3][10] - The Hongdao operating system is a national-level innovation operating system that undertakes key tasks for the Ministry of Industry and Information Technology [3][10] Group 2: Intelligent Controller - Dongtu Technology's self-developed intelligent controller serves as a strategic node for the deep integration of industrial internet and artificial intelligence, supporting national initiatives for AI and manufacturing [6][12] - The intelligent controller is recognized as the world's first and has been awarded for technological innovation, showcasing its significance in the industrial sector [6][12] - The product has been successfully applied in leading domestic semiconductor companies and is gradually being promoted across more key industries [6][12] Group 3: Future Directions - The company aims to align with national strategic deployments, focusing on independent innovation and the development of core technologies in industrial AI, robotics, and industrial internet [7][13] - Dongtu Technology is committed to strengthening the foundation of China's industrial intelligence and robotics industry through self-controllable key technologies [7][13]

Focus Review - The hard technology sector sees robotics becoming the hottest field, with LimX Dynamics completing a $200 million Series B financing round involving multiple renowned domestic and international investors, including Stone Venture, Dongfang Fuhai, and others [4][7] - The health sector is significantly influenced by state-owned enterprises, as Guokai Ion Medical Technology announced an 800 million yuan equity financing round led by the Zhongguancun Social Security Fund [4][24] - In the internet sector, cybersecurity is gaining traction, with ZAST.AI completing a multi-million dollar Pre-A financing round led by GL Ventures [5][34] Hard Technology Sector - LimX Dynamics completed a $200 million Series B financing round with participation from various well-known investors, including Stone Venture and JD.com [4][7] - The Beijing Humanoid Robot Innovation Center secured over 700 million yuan in market-oriented financing, attracting investments from several prominent institutions [4][12] Health Sector - Guokai Ion Medical Technology raised 800 million yuan in its first equity financing round, led by the Zhongguancun Social Security Fund [4][24] - Huaguan Biotechnology announced a multi-billion yuan Series C financing round, with investments from SoftBank and other institutions [4][26] Internet Sector - ZAST.AI, focused on vulnerability detection, completed a multi-million dollar Pre-A financing round led by GL Ventures [5][34] - Zhongzhiwei Technology announced a tens of millions B2 financing round, exclusively funded by Nanjing Yangzi Shenghong Venture Capital [5][35]

Group 1 - The industrial software ETF Boshi (159108) has seen a decline of 1.48% as of February 5, 2026, with the latest price at 1.07 yuan, while it has accumulated an increase of 8.73% over the past month as of February 4, 2026 [1] - The liquidity of the industrial software ETF Boshi showed a turnover rate of 2.59% during the trading session, with a transaction volume of 5.6082 million yuan, and the average daily transaction volume over the past month was 34.1823 million yuan as of February 4, 2026 [1] - Guangdong Province has issued implementation opinions to accelerate the high-quality construction of a digital society, focusing on the application of artificial intelligence technology and supporting the cultivation of AI application service providers in vertical fields such as "AI + industrial software" and intelligent robotics [1] Group 2 - Huatai Securities believes that the core logic of domestic AI application development is "scenarios first, efficiency is king," with clear and urgent demand in sectors like finance, government, healthcare, and industry, where data foundations are strong and payment capabilities are high [1] - The development of lightweight models and edge computing technology is expected to continuously reduce application costs, promoting widespread adoption among small and medium-sized enterprises [1] - The year 2026 is anticipated to be a critical year for AI applications transitioning from pilot projects to large-scale deployment [1] Group 3 - The industrial software ETF Boshi closely tracks the National Certificate Industrial Software Theme Index, which reflects the price changes of listed companies related to the industrial software industry on the Shanghai and Shenzhen stock exchanges [2] - As of January 30, 2026, the top ten weighted stocks in the National Certificate Industrial Software Theme Index (980034) include Huada Jiutian, Guanglian Da, Zhongkong Technology, and others, with these stocks collectively accounting for 56.17% of the index [2]