在手短期订单超2024全年营收。 作者 | 贝壳XY 编辑 | 小白 "惯性"，熟悉不？初中物理必考的知识点。而惯性传感器就是利用惯性技术、通过内嵌的微机械芯片 （MEMS）和专用控制电路芯片（ASIC）来感知物体的运动姿态和轨迹，其显著特点在于不依赖于 外部信息、也不向外部辐射能量。 再经过下游模组与集成，为终端用户实现导航定位、姿态感知、状态监测、平台稳定等功能。 举个最常见的例子，当汽车驶入隧道导致手机丢失GPS信号时，仍能凭借惯性传感器的持续感知继续 导航。 陀螺仪和加速度计是两大主要惯性传感器类型，前者用于感知物体运动的角速率，后者用于感 知物体运动的线加速度，二者辅以时间维度进行运算后可得出物体相对于初始位置的偏离，进 而获得物体的运动状态。 所以说，看似 小小一个MEMS惯性传感器，其应用却极为广泛：上至卫星雷达、航空航天航海等战 略级领域，下至消费电子、人形机器人、低空经济、智能驾驶、无人机、石油勘测等工商业领域，几 乎覆盖了所有当下热门概念。 ...

东方精工今年以来股价涨105.93%，近5个交易日涨2.70%，近20日涨43.03%，近60日涨61.06%。 今年以来东方精工已经5次登上龙虎榜，最近一次登上龙虎榜为8月25日，当日龙虎榜净买入7.17亿元； 买入总计9.31亿元 ，占总成交额比22.60%；卖出总计2.14亿元 ，占总成交额比5.20%。 8月26日，东方精工盘中下跌2.03%，截至11:10，报19.81元/股，成交40.44亿元，换手率19.85%，总市 值241.14亿元。 资金流向方面，主力资金净流出6.10亿元，特大单买入3.53亿元，占比8.73%，卖出8.60亿元，占比 21.27%；大单买入7.90亿元，占比19.55%，卖出8.93亿元，占比22.09%。 机构持仓方面，截止2025年6月30日，东方精工十大流通股东中，香港中央结算有限公司位居第六大流 通股东，持股1459.71万股，相比上期增加619.82万股。南方中证1000ETF（512100）位居第七大流通股 东，持股786.68万股，为新进股东。华夏中证1000ETF（159845）位居第十大流通股东，持股464.25万 股，为新进股东。 责任编辑：小浪快报 ...

8月22日，北方长龙盘中下跌2.09%，截至09:43，报159.18元/股，成交1.71亿元，换手率4.42%，总市值151.54亿元。 资金流向方面，主力资金净流出283.41万元，特大单买入0.00元，占比0.00%，卖出386.56万元，占比2.26%；大单买入2378.36万元，占比13.89%，卖出2275.20万元，占比13.29%。 北方长龙今年以来股价涨378.88%，近5个交易日涨7.14%，近20日涨102.52%，近60日涨337.79%。 机构持仓方面，截止2025年3月31日，北方长龙十大流通股东中，永赢科技驱动A（008919）位居第一大流通股东，持股45.15万股，为新进股东。太平智选一年定期开放股票发起式（00979 责任编辑：小浪快报 今年以来北方长龙已经39次登上龙虎榜，最近一次登上龙虎榜为8月20日，当日龙虎榜净买入-769.03万元；买入总计7692.51万元 ，占总成交额比5.24%；卖出总计8461.54万元 ，占总成 资料显示，北方长龙新材料技术股份有限公司位于陕西省西安市国家民用航天产业基地航腾路589号军民融合复合材料产业园电子装配大楼三层，成立日期2010 ...

Group 1: Investor Relations Activities - The investor relations activities included analyst meetings and site visits [2] - Participating institutions included major securities firms and asset management companies [2] - The activities took place on August 19 and 20, 2025, via phone conference and on-site visits [2] Group 2: Financial Performance - In the first half of 2025, the company achieved revenue of CNY 2.86 billion, remaining flat year-on-year [3] - The net profit attributable to shareholders was CNY 50 million, with a significant quarter-on-quarter increase of 677% in Q2 [3] - The gross profit margin for the first half was 10.84%, an increase of 0.64 percentage points year-on-year [3] Group 3: Business Development - The company invested approximately CNY 30 million in R&D for new business areas such as humanoid robots and drones, with a 20% increase in R&D expenses [3] - The recovery in the main business was driven by a rapid increase in electric vehicle sales from core customers starting in Q2 [3] - The company anticipates improved profitability in the second half of the year due to sustained sales of multiple models from core customers [3] Group 4: Robotics Product Development - The R&D teams are focused on core components for robots, particularly frameless torque motors and slotless micro motors [4] - Innovations in frameless torque motors have led to increased torque density and efficiency, meeting the demands for compact and high-power applications [4] - The company is exploring advanced technologies such as direct-drive motors and axial flux motors to enhance precision and response speed in robotic applications [4] Group 5: Future Outlook - The company plans to enhance product quality in traditional business areas and maintain its industry-leading position [6] - In emerging business areas, the company aims to shorten R&D and commercialization cycles through joint development and strategic partnerships [6] - The product line will expand to include frameless torque motors, slotless micro motors, direct-drive motors, and axial flux motors, focusing on drones and humanoid robots [6]

证券日报网讯弘景光电（301479）8月20日在互动平台回答投资者提问时表示，公司产品主要应用于智 能家居、智能汽车和全景/运动相机三大领域。公司产品可以应用于无人机，公司积极关注并跟进相关 领域的业务机会。公司与影石创新是战略合作关系，未来根据实际情况积极推动与影石创新在影像相关 各个领域的深入合作，具体业务情况请关注公司相关公告。 ...

图南股份回复：您好！感谢您对公司的关注。公司高温合金产品目前主要应用于航空发动机、燃气轮 机、石油化工等领域，并以航空领域应用居多。公司会积极关注相关行业发展机会和技术产品应用场 景。谢谢！ 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 证券之星消息，图南股份(300855)08月20日在投资者关系平台上答复投资者关心的问题。 投资者提问：尊敬的董秘您好！作为国内高温合金材料领军企业，有没有在机器人和无人机领域发力？ 工矿、消防、战争机器人，都是需要高温合金材料的，载货载航弹无人机，是未来发展趋势，对高温合 金需求增长很明显的。 ...

Company Overview - Tongxingda's stock price reached 15.72 yuan as of August 19, 2025, reflecting a 1.75% increase from the previous trading day [1] - The opening price was 15.39 yuan, with a high of 15.94 yuan and a low of 15.38 yuan, resulting in a trading volume of 229 million yuan and a turnover rate of 5.84% [1] Business Operations - Tongxingda specializes in the research, production, and sales of liquid crystal display modules and integrated touch display modules [1] - The company operates within the optical optoelectronics industry and is also involved in concepts such as smart wearables and drones [1] Financial Health - On the evening of August 19, Tongxingda announced that it has no overdue guaranteed loans and is not involved in any lawsuits or losses related to guarantees [1] - On the same day, the net inflow of main funds was 8.75 million yuan, while the cumulative net outflow over the past five days was 56.35 million yuan [1]

Group 1 - The article highlights the importance of weekly announcements from Sunday to Thursday, which include significant stock market updates such as suspensions, investments, acquisitions, earnings, and unlocks, helping investors identify potential investment hotspots and avoid black swan events [1] - A company has launched immersion liquid cooling server power supplies and other core products, indicating a focus on liquid cooling servers, data centers, third-generation semiconductors, Huawei, and drones [1] - Another company is mass-producing products for PCB manufacturers and copper foil manufacturers, emphasizing its role in the PCB and advanced packaging sectors, with a direct downstream customer base [1] Group 2 - A company plans to invest 1.9 billion yuan in an intelligent manufacturing project for high-layer computing circuit boards, achieving significant breakthroughs in areas such as 800G high-end switches, which involves CPO, PCB, Huawei, and smart cockpits [1]

Group 1 - The article highlights the importance of weekly announcements from Sunday to Thursday, which include significant stock market updates such as suspensions, investments, acquisitions, earnings, and unlocks, helping investors identify potential investment hotspots and avoid black swan events [1] - The company has launched core products such as immersion liquid cooling server power supplies, focusing on liquid cooling servers, data centers, third-generation semiconductors, Huawei, and drones [1] - Another company is producing products for downstream customers, specifically PCB manufacturers and copper foil manufacturers, emphasizing its role in the PCB and advanced packaging sectors in relation to Huawei [1] Group 2 - A company plans to invest 1.9 billion yuan in a smart manufacturing project for high-layer computing circuit boards, achieving significant breakthroughs in areas like 800G high-end switches, which indicates a strong focus on CPO, PCB, Huawei, and intelligent cockpits [1]

日本共同社：日本政府开始协调在2026年度预算申请中列入超过1000亿日元（约合49亿元人民币）采购费，用于大量部署防卫无人机。把采购乌克兰在俄乌冲突中使用的土耳其制低价无人机纳入选项。日本力争今后建立在国内制造无人机的体系，但为提升利用无人机进行攻击和侦察的能力，政府重视向陆海空三个自卫队尽快部署。 ...