数据显示，截至2025年7月31日，中证汽车零部件主题指数(931230)前十大权重股分别为汇川技术 (300124)、福耀玻璃(600660)、三花智控(002050)、拓普集团(601689)、赛轮轮胎(601058)、德赛西威 (002920)、华域汽车(600741)、万丰奥威(002085)、银轮股份(002126)、双环传动(002472)，前十大权重 股合计占比40.36%。 汽车零件ETF(159306)，场外联接(平安中证汽车零部件主题ETF联接A：022731；平安中证汽车零部件 主题ETF联接C：022732；平安中证汽车零部件主题ETF联接E：024542)。 8月26日，国务院发布《关于深入实施"人工智能+"行动的意见》。其中指出：培育产品消费新业态。推 动智能终端"万物智联"，培育智能产品生态，大力发展智能网联汽车、人工智能手机和电脑、智能机器 人、智能家居、智能穿戴等新一代智能终端，打造一体化全场景覆盖的智能交互环境。加快人工智能与 元宇宙、低空飞行、增材制造、脑机接口等技术融合和产品创新，探索智能产品新形态。 机器人是人工智能重要的应用环节，受此催化机器人板块表现活跃。汽车零件 ...

| 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 3.38 Z | 3.17亿 | -6.38% | | 归母净利润(元) | 3697.12万 | 6710.75万 | 81.51% | | 扣非净利润(元) | 2242.04万 | 5808.13万 | 159.06% | | 货币资金(元) | 17.15亿 | 13.77 乙 | -19.71% | | 应收账款(元) | 1.56亿 | 9593.74万 | -38.61% | | 有息负债(元) | 321.95万 | 427.19万 | 32.69% | | 毛利率 | 46.71% | 27.43% | -41.28% | | 净利率 | 2.97% | 0.97% | -67.54% | | 三费占营收比 | 28.32% | 44.41% | 56.82% | | 每股净资产 (元) | 1.72 | 1.75 | 1.84% | | 每股收益(元) | 0.01 | 0.01 | 81.54% | | 每股经营性现金流(元) | -0.01 ...

Group 1 - Shanghai is focusing on cutting-edge and disruptive technologies to accelerate the development of world-class industrial clusters, with a strong emphasis on technological innovation and the real economy [1] - The company Wunwen Xinqiong has launched a comprehensive AI efficiency enhancement plan and three core products, serving over 20 provinces in just two years [1] - The "Mosu Space," China's first large model innovation ecosystem community, was inaugurated in September 2023, with over 100 companies and 43 registered large models by April [1] Group 2 - In Yangpu District, a collaboration with Huoshan Engine has led to the establishment of the Yang "Digital" Pu AI Agent Industrial Park, transforming an old industrial base into a new digital economy hub [2] - The artificial intelligence industry in Pudong has exceeded 160 billion yuan, accounting for about 40% of the city's total, with nearly half of the city's computing power concentrated in the district [2] - The Lingang New Area has signed six major industrial projects with a total investment exceeding 40 billion yuan, focusing on integrated circuits and high-end equipment [2] Group 3 - The "Brain-Intelligence World" industrial cluster for brain-computer interfaces was officially launched in Shanghai's Minhang District in June 2023, aiming to enhance the city's technological innovation capabilities [3] - Over the past decade, Shanghai's R&D expenditure as a percentage of GDP has increased from 3.4% to 4.4%, with the number of high-tech enterprises rising from 5,433 to 25,000 [3] - Shanghai aims to combine technological innovation with high-end industry leadership to cultivate new productive forces and serve as a model for development [3]

普利特主营改性材料业务稳健增长，汽车和非汽车业务订单饱满，为公 司业绩提供坚实基础。同时，公司积极与机器人行业头部企业合作，开 发轻量化材料，有望成为新的增长点。 新能源板块海思达触底反弹，2025 年上半年实现盈亏平衡并盈利约 300 万元。随着两个新基地投产并接近满产，海思达业务显著改善，预 计全年贡献利润。 LCP（液晶聚合物）业务方面，LCP 薄膜已实现批量生产，IC 薄膜预计 年底量产，2026 年出货量有望达到 100 万平方米，贡献营收 2.5-3 亿 元，净利润约 1 亿元。SU 薄膜和纤维在高频高速通信网络中的应用也将 推动业绩增长。 普利特拥有 LCP 树脂、薄膜和纤维的完整产业链，具备技术和工艺壁垒， 尤其是在 LCP 树脂合成和薄膜生产工艺方面，领先于国内其他厂商。与 美国头部客户合作开发脑机接口（BCI）用 LCP 材料，预示着 LCP 在新 兴领域的广阔应用前景。 Q&A 请介绍普利特公司 2025 年上半年的经营情况及其主要业绩驱动因素。 2025 年上半年，普利特公司的销售收入约为 40.9 亿元，同比增长 10%；净 利润为 2.07 亿元，同比增长 44%。这一显著增长主要 ...

丨证券研究报告丨 公司研究丨点评报告丨美好医疗（301363.SZ） [Table_Title] 短期业绩影响波动较大，新业务进展顺利 报告要点 [Table_Summary] 2025 年上半年业绩符合预期，基石业务短期有所波动。2025 年上半年公司收入 7.33 亿元，其 中家用呼吸机组件收入 4.36 亿元，同比下滑 2.76%；人工耳蜗收入 5977.01 万元，同比下滑 7.53%；其他医疗组件收入 7571.80 万元，同比增长 54.41%，主要是由于血糖新产品的放量， 其中在胰岛素笔项目上，目前可调式胰岛素注射笔已实现批量交付，供货顺畅；已与客户签订 减肥笔订单。在 CGM 产品上，2025 年二季度起公司开始批量交付 CGM 产品，后续订单有望 逐步释放。公司持续扩展新业务，在脑机接口和机器人等领域前瞻性布局。 分析师及联系人 [Table_Author] 彭英骐 徐晓欣 SAC：S0490524030005 SAC：S0490522120001 SFC：BUZ392 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 美好医疗（301363.S ...

Company Overview - Company announced an earnings briefing on August 26, 2025, with participation from various financial institutions [1] - Company operates in three main business segments: modified materials, ICT materials, and new energy [8] Financial Performance - Total operating revenue for the company reached 408.98 million yuan, an increase of 9.06% year-on-year [2] - Operating profit was 22.53 million yuan, up 52.46% compared to the previous year [2] - Net profit attributable to shareholders was 20.73 million yuan, reflecting a 43.94% increase year-on-year [2] - In Q2 2025, the company reported a single-quarter revenue of 215.6 million yuan, a 19.6% increase year-on-year [8] New Energy Business - The new energy segment saw a significant improvement, with revenue growth of 21.32% year-on-year, driven by high demand for square batteries and increased orders for sodium-ion batteries [1][3] - Future prospects for the new energy business are positive, with expectations of accelerated overseas expansion and continued development of sodium-ion and semi-solid batteries [3] Modified Materials Business - The company is a leader in the modified materials industry, actively collaborating with clients in the robotics sector to apply modified PEEK, PPS, and P materials [4] - The company has successfully supplied modified materials to industrial robotics and is focusing on lightweight applications for humanoid robots [4] LCP Film and Fiber Business - The company has established a comprehensive LCP resin layout, covering injection molding, film, and fiber grades, which creates significant barriers to entry [5] - LCP electronic fiber cloth has shown excellent performance in high-frequency PCB applications, with ongoing efforts to improve product performance in collaboration with clients [6] - LCP film products are expected to see increased demand in 6G, automotive radar, and brain-machine interface applications, with successful batch deliveries already reported [7] Market Sentiment and Predictions - Recent ratings from two institutions have given a "buy" recommendation for the stock, with a target price of 12.00 yuan [9] - Financing data indicates a net inflow of 74.07 million yuan in the last three months, suggesting positive market sentiment [10]

Group 1: Company Overview and Financial Performance - The company achieved a total revenue of 408,977.86 million yuan in the first half of 2025, an increase of 9.06% compared to the same period last year [3] - Operating profit reached 22,526.72 million yuan, reflecting a significant increase of 52.46% year-on-year [3] - Total profit amounted to 22,540.60 million yuan, up by 55.93% compared to the previous year [3] - Net profit attributable to shareholders was 20,729.14 million yuan, marking a 43.94% increase year-on-year [3] Group 2: Business Segments and Growth Drivers - The modified materials business saw substantial growth due to a full order book and the gradual release of new production capacity, alongside breakthroughs in non-automotive markets [2][3] - The new energy business experienced a significant improvement, with a year-on-year revenue growth of 21.32%, driven by high demand for square batteries and increasing orders for sodium-ion batteries [3][4] Group 3: Future Outlook and Strategic Initiatives - The company anticipates positive impacts on its new energy segment from accelerated overseas expansion, rapid development of sodium-ion batteries, and ongoing deliveries of semi-solid batteries [4] - In the robotics sector, the company is actively collaborating with downstream clients to apply modified materials in industrial robots, focusing on lightweight applications for humanoid robots [5] Group 4: LCP Film and Fiber Developments - The company has established a comprehensive LCP resin portfolio, covering injection-grade, film-grade, and fiber-grade resins, which are essential for LCP film production [6] - Progress in LCP electronic fiber cloth has been made, with ongoing collaborations with high-frequency PCB clients to enhance product performance [8] - LCP film products are expected to see increased demand in 6G, automotive millimeter-wave radar, AI servers, brain-machine interfaces, and low-orbit satellites, with batch deliveries already initiated in certain sectors [8]

（编辑 王雪儿） 证券日报网讯 可孚医疗8月26日发布公告，在公司回答调研者提问时表示，公司早在2024年5月已投资 纽聆氪医疗，主要是在线下健耳听力验配中心，公司发现部分先天性听力损失问题无法通过助听器有效 解决，因而开始关注并布局脑机接口等前沿技术，以探索更先进的听力康复方案。纽聆氪医疗主要基于 植入式脑机接口技术，研发仿生眼和仿生耳。此次投资与公司现有听力业务形成战略协同，尤其在解决 先天性听力损失方面具有重要价值。 ...

人民财讯8月26日电，国务院印发《关于深入实施"人工智能+"行动的意见》，其中提出，培育产品消费 新业态。推动智能终端"万物智联"，培育智能产品生态，大力发展智能网联汽车、人工智能手机和电 脑、智能机器人、智能家居、智能穿戴等新一代智能终端，打造一体化全场景覆盖的智能交互环境。加 快人工智能与元宇宙、低空飞行、增材制造、脑机接口等技术融合和产品创新，探索智能产品新形态。 ...

其中，兰考第一医院于今年3月份顺利通过三级综合医院执业校验评审，医院管理水平和医疗服务质量 进一步提升。泗阳医院于5月份由二级甲等综合医院成功晋升为三级综合医院，成为泗阳当地唯一的三 级综合医院。盱眙中医院于6月份接受了江苏省中医药管理局组织的省三级中医医院评审委员会进行的 三级中医医院定等评审工作，在建设三级乙等医院上取得重要进展。 此外，新里程在上半年聚焦智慧医疗技术前沿动态，持续追踪人工智能、脑机接口等创新技术在医疗领 域的应用突破。公司通过构建线上线下融合的互联网医疗服务体系，推进人工智能技术的深度应用，以 新质生产力驱动诊疗效率与质量提升，加速打造数字化、智慧化、精准化的医疗与养老产业新生态。 本报讯 （记者刘欢）8月25日晚间，新里程健康科技集团股份有限公司（以下简称"新里程"）发布2025 年半年度报告。公司上半年实现营业收入15.88亿元，归属于上市公司股东的净利润743.11万元。 新里程是一家涵盖医疗服务、药品制造等业务领域的医疗健康产业集团，依据自身业务实际及行业特 性，公司明确制定了高质量发展目标，并进一步深化了"医疗+医药"双轮驱动战略。医疗服务方面，聚 焦于"综合医院本部+肿瘤专科 ...