每经AI快讯，有投资者在投资者互动平台提问：华帝股份申请了厨房机器人诸多专利技术，为什么不 干机器人产品？ 华帝股份（002035.SZ）7月31日在投资者互动平台表示，您好，截至目前，公司暂无机器人等方面的产 品，公司近年来在厨电核心品类及智能化领域持续布局专利技术。公司将结合自身经营状况、市场需求 及行业发展趋势，审慎评估并考虑相关战略布局。 （文章来源：每日经济新闻） ...

尽管近几个交易日股价出现回调，但东方财富仍然入围了光大证券、国信证券、中泰证券3家券商的8 月"金股"名单。近期A股主要股指震荡走高，市场成交维持相对高位。中泰证券认为，对东方财富而 言，市场交投持续活跃将带动公司估值与业绩共振向上。 从券商8月"金股"名单看，大金重工、东鹏饮料、沪电股份、华友钴业、新易盛、中国化学、中芯国 际、卓易信息等8家公司均获得了两家券商的联合推荐，关注度相对较高，看好的券商包括财通证券、 光大证券、国信证券、华安证券、开源证券、中国银河、华龙证券、西部证券等。港股标的中，中国海 洋石油、泡泡玛特、中国宏桥等的投资价值获得券商看好。 回顾券商此前推荐的7月"金股"表现，Wind收录的35只券商金股指数中，万得开源证券金股指数7月表 现最好，累计涨幅达15.07%；万得平安证券金股指数、万得银河证券金股指数、万得招商证券金股指 数、万得长城证券金股指数、万得国元证券金股指数、万得华泰证券金股指数在7月均取得两位数涨 幅。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 券商8月"金股"名单近期陆续出炉。 据中国证券报·中证金牛座记者不完全统计，截至7月31日1 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [6] Core Views - The company is a leading player in the domestic lithium battery precision structural components sector, achieving steady revenue and profit growth due to its strong technical foundation and scale advantages, solidifying its position as a cyclical leader. The company is proactively expanding into the robotics sector, focusing on harmonic reducers, modules, and dexterous hands to create a second growth curve [4][12][18]. Summary by Sections 1. Leading Position in Lithium Battery Structural Components - The company's structural components business continues to grow steadily, with a CAGR of 57.2% in precision structural component revenue from 2020 to 2024. The company benefits from economies of scale, with stable gross and net profit margins. With the ramp-up of production capacity in Europe and the establishment of factories in Malaysia and the USA, the company enhances its local supply capabilities, reducing logistics costs and strengthening supply chain relationships, which may lead to an increase in global market share [13][27][32]. 2. Robotics Sector Expansion - The company has initiated its robotics sector layout by establishing joint ventures focused on key components like harmonic reducers. The new harmonic reducers utilize lightweight PEEK materials, offering advantages such as high strength, high-temperature resistance (260℃), and wear resistance, significantly improving transmission accuracy and lifespan. This technology can also be applied in aerospace, medical devices, and semiconductor manufacturing, driving product upgrades towards higher value-added segments [14][21][62]. 3. Financial Forecast and Investment Recommendations - The company is expected to achieve revenues of 144.81 billion, 174.62 billion, and 211.69 billion yuan from 2025 to 2027, with year-on-year growth rates of 20%, 21%, and 21% respectively. The net profit attributable to shareholders is projected to be 18.01 billion, 21.50 billion, and 26.51 billion yuan, with growth rates of 22%, 19%, and 23%. The EPS is expected to be 6.58, 7.86, and 9.69 yuan per share, with a 3-year CAGR of 21.68%. The corresponding PE ratios are projected to be 17, 14, and 12 times [20][30][31].

Group 1 - Zhongding Company is a global leader in automotive parts supply, established in 1980, primarily producing sealing products and has acquired several overseas companies to enhance its market position [1][2] - The company aims to enter the robotics sector by establishing a wholly-owned subsidiary with an investment of 50 million yuan and plans to invest 1 billion yuan in a smart robotics project headquarters and core component R&D center in Hefei [1][3] - The company has a diversified business model with significant orders in various sectors, including 11.7 billion yuan in thermal management systems, 14.2 billion yuan in lightweight chassis systems, and 15.2 billion yuan in air suspension systems [2][3] Group 2 - The robotics business is progressing well, leveraging existing automotive component expertise and strategic partnerships, including a collaboration with Chery for the development of core components for humanoid robots [3] - The company is expected to achieve net profits of 1.54 billion yuan, 1.81 billion yuan, and 2.06 billion yuan from 2025 to 2027, with growth rates of 23%, 18%, and 14% respectively, indicating a strong growth outlook [3] - The company is rated as a "buy" by multiple institutions, with a target price reflecting a favorable valuation and growth potential [4][6]

证券研究报告 2024 年 07 月 31 日 湘财证券研究所 债券研究 可转债研究 转债估值上升，挖掘结构性机会 相关研究： 核心要点： ❑ 7 月权益市场大幅上涨，转债表现弱于正股 根据 Wind 数据，7 月（7.1-7.30）中证转债指数上涨 3.83%，中证全指上涨 5.8%；年初至今，中证转债指数、中证全指分别上涨 11.11%、10.33%。由 于 7 月权益市场交投活跃，核心指数均明显上涨，转债整体表现弱于正股， 尤其是跑输中证 500 指数 2.92pct。 按价格分类看，7 月万得高价转债指数涨幅（+5.84%）大幅领先于低价 （+4.27%）和中价指数（+2.72%），主要得益于正股的持续上涨，高价转 债股性较强，具备更强的跟涨能力。年初至今，低价转债（+11.78%）与高 价转债（+11.76%）累计涨幅基本持平，均高于中价转债（+9.07%）。 ❑ 医疗保健板块表现强势，转债跟涨但仍弱于正股 根据 Wind 一级行业分类，7 月医疗保健、信息技术转债指数表现最佳，涨 幅分别为 7.82%、7.13%。这主要受医药板块正股的强势表现影响，Wind 医药保健指数上涨 14.3%，明显强于 ...

Core Viewpoint - The company is establishing a subsidiary for robotics and aerospace components to enhance its R&D capabilities in these fields [1] Company Development - The subsidiary will focus on developing products such as planetary gear reducers, screws, shafts, gears, and transmission gears, which are closely related to the company's existing forging processes [1] Industry Challenges - The robotics and aerospace industries are characterized by high technical barriers, long R&D cycles, and significant investment requirements, which may lead to risks of underperformance in technological breakthroughs or R&D failures [1] - The new market is highly competitive and subject to substantial uncertainties due to regulatory policies and market conditions [1]

格隆汇7月31日丨保隆科技(603197.SH)在互动平台表示，公司目前没有产品向机器人企业供货或验证。 ...

Group 1 - The Hong Kong "Stablecoin Regulation" will take effect on August 1 [1] - The "Government Data Sharing Regulation" will be implemented [1] - The 2025 22nd ChinaJoy will take place [1] Group 2 - The Bank of Japan released the minutes from the June monetary policy meeting [2] - DJI launched its first robotic vacuum cleaner [2] - The Bank of England announced its interest rate decision [2] Group 3 - The International Energy Agency (IEA) published its monthly oil market report [3] - Tencent Holdings disclosed its interim performance report [3] - Xiaomi Group released its interim performance report [3] Group 4 - The Hang Seng Index Company announced the results of its second-quarter review [4] - The Jackson Hole Global Central Bank Conference will be held [4] - The 2025 China International Big Data Industry Expo will take place [4] Group 5 - OpenAI plans to launch the new flagship model GPT-5 [5]

7月31日，截至港股收盘，恒生指数下跌1.6%，报24773.33点。众安智慧生活（02271.HK）收报3.9港 元/股，上涨34.48%，成交量670.17万股，成交额2649.63万港元，振幅65.52%。 最近一个月来，众安智慧生活累计涨幅168.52%，今年来累计涨幅459.54%，跑赢恒生指数25.51%的涨 幅。 资料显示，众安智慧生活服务有限公司是众安集团旗下的全资子公司,是面向全年龄段业主提供全方位 场景化服务体系的社区美好生活服务商。基于全国物业百强——众安物业的服务基础,在社区传统物业 服务之上结合物联网、AI、机器人等前沿科技应用,向全龄段业主提供更完善、更健康、更舒适、更符 合人群需要的贴心服务。以有温度的服务契合现代人居的生活方式,深入洞悉客户所需,对每一个环节精 益求精,全生命周期服务体系,带给客户最暖心的社区生活场景。 （以上内容为金融界基于公开消息，由程序或算法智能生成，不作为投资建议或交易依据。） 本文源自：金融界 作者：行情君 财务数据显示，截至2024年12月31日，众安智慧生活实现营业总收入4.12亿元，同比增长17.4%；归母 净利润3806.7万元，同比减少22. ...

消息方面，IDC预测，到2029年全球机器人市场规模将超过4000亿美元。其中，中国市场占据近半份 额，并以近15%的复合增长率位居全球前列，成为推动全球机器人产业增长的核心引擎。 渤海证券认为，特斯拉Q2 财报电话会议再次明确5 年内达到年产百万台目标，宇树新品UnitreeR1 重量 仅为25 千克，轻量化表现亮眼。7 月28 日2025世界人工智能大会顺利闭幕，大会共吸引800 余家企业参 展，展示前沿科技3000 余项。我们认为目前人形机器人量产路线逐渐清晰，行业催化频出，建议持续 关注产业链投资布局机会。 机器人ETF（562500）是全市场唯一规模超百亿的机器人主题ETF，成分股覆盖人形机器人、工业机器 人、服务机器人等多个细分领域，帮助投资者一键布局机器人上中下游产业链。场外联接（华夏中证机 器人ETF发起式联接A：018344；华夏中证机器人ETF发起式联接C：018345）。 今日截至14点24分，机器人ETF（562500）上涨0.23%。成分股方面，奥比中光领涨6.46%，东杰智能上 涨5.79%，云天励飞、科沃斯、博杰股份等跟涨。流动性方面，盘中换手6.60%，成交总额超10.5亿元， ...