截至收盘，中证消费电子主题指数、中证物联网主题指数均下跌0.6%，国证机器人产业指数下跌1.7%，中证智能电动汽车指数下跌2.1%。据Wind数据，截 至昨日，机器人ETF易方达（159530）本月已"吸金"超15亿元，产品规模较年初增长17倍，增速在所有机器人ETF中居首。 注:"低费率"标签指管理费率0. 15%/年,托管费率0.00 低费率(0.15%+0.05%费率) 注1:"该指数"指各上达基金产品具体跟踪的指数。数据来源Wind,指数涨跌幅截至2025年7月30日收盘,滚动市盈率/滚动市销率及 至2025年7月29日。滚动市盈率=总市值/Σ近四个季度归属母公司股东的净利润,该估值指标和企业盈利紧密相关,适用于盈利相对稳 响较小的行业;滚动市销率=总市值/Σ近四个季度营业收入,适用于尚未盈利但企业营业收入稳定、持续增长的企业,或是处于成长 正在扩张的企业。指数估值分位指该指数历史上估值指标低于当前估值指标的时间占比,分位低表示相对便宜。分位区间为指数发布[ 记录日起至2025年7月29日。国证机器人产业指数2015年2月25日发布,可查询估值记录日为2019年2月1日起:中证智能电动汽车指数2 发布 ...

证券日报网讯兆龙互连（300913）7月30日在互动平台回答投资者提问时表示，公司机器人电缆、fakra 同轴组件、单对以太网电缆、机器视觉组件等可用于机器人。公司也将密切关注相关领域的市场机会并 积极推进技术储备、产品布局。 ...

Group 1: Market Overview - In 2025, the A-share market experienced a structural bull market driven by policy dividends and industrial transformation, with over 4200 stocks rising, accounting for nearly 80% of the market [1] - The top three performing industries were non-ferrous metals, pharmaceutical biology, and communications, with annual increases of 29.83%, 23.04%, and 22.25% respectively [7][8] - The majority of stocks with significant gains had relatively small market capitalizations, allowing for higher capital inflow potential [6] Group 2: Notable Stocks - Upwind New Materials saw a staggering increase of 1169.14% year-to-date, becoming the first tenfold stock in A-shares for 2025 [2] - Following Upwind New Materials, Shutai Shen and *ST Yushun had annual increases of 559.65% and 435.11% respectively, with Shutai Shen focusing on unmet clinical needs in therapeutic drugs [5] - Other notable stocks included Hengli Drilling Tools, United Chemical, Shenghong Technology, and others, all showing significant annual increases [5] Group 3: Industry Insights - The sectors attracting capital market attention included those with policy support, improved industry conditions, and strong thematic attributes, particularly in AI, robotics, data centers, and energy storage [1][9] - The performance of the market is expected to continue with a focus on industries like AI and robotics, which have strong policy backing and thematic relevance [9] - The market is entering a reporting period, which may lead to potential shifts in market style and sector rotation, particularly affecting previously favored sectors [9]

南方财经记者程浩 实习生李天豪 东莞报道 能拍出彩色视频的暗房、变焦追踪依然清晰的安防镜头……在位于长安镇的宇瞳光学生产车间，到处都 是令人眼前一亮的科技元素。2025年，宇瞳光学紧密结合人工智能发展方向，推动光学镜头生产、检测 等环节的智能化和自动化升级，这也成为长安这座工业重镇加快转型升级的缩影。 四十年前，长安凭借改革开放风气之先和地缘优势之利，开启了"初次创业"。长安镇在2024年实现地区 生产总值1050.7亿元，成为广东省第三个、东莞市首个千亿镇。 在受访专家看来，长安"二次创业"的本质是镇域经济从要素驱动向创新驱动的跃升。要挺起现代化产业 体系建设的"产业脊梁"，唯有一手抓传统产业巩固优化，一手抓新兴产业培育壮大。对此，长安将通过 实施"经济结构优化、产业向新图强、城市品质提升、新质生活营造、安全稳定保障和营商环境对标"六 大行动，实现从"量"到"质"的全面跃升，打造镇域经济发展新范式。 传统产业与新兴产业双轮驱动 迈向千亿镇俱乐部后，长安镇也正式吹响了"二次创业"冲锋号。今年长安提出，以再造一个新长安的魄 力和胆识开启"二次创业"，推动城市形态"再升级"，建设长安副中心，打造南北中心双核驱动的 ...

Group 1 - The core viewpoint is that Dongfang Electric Heat is actively engaging in the flexible fabric pressure sensing technology, which has applications in various sectors including smart automobiles, medical care, sports, and robotics [2] - The technology also has potential applications in military and low-altitude fields, indicating a broad scope for future development [2]

证券日报网讯和而泰7月30日在互动平台回答投资者提问时表示，公司重视智能控制器在机器人领域的 应用，公司拥有人机交互技术及算法、视觉识别技术及算法、电机驱动控制、传感技术、电源技术的控 制等可应用在机器人方面的技术储备。目前公司产品已应用在扫地机器人、泳池清洁机器人等机器人领 域相关终端产品。在人形机器人方面也做了外延式布局，通过合伙企业持股了北京源络科技有限公司。 公司具体客户情况限于保密协议约定不便披露。 （文章来源：证券日报） ...

Core Viewpoint - Galaxy Microelectronics (688689.SH) is actively engaged in the development and application of various semiconductor products, focusing on power devices and their integration into emerging markets such as robotics and low-altitude economy [1] Product Range - The company's product portfolio includes power device chips, MOSFETs, IGBTs, SiC devices, GaN devices, protection devices, rectifiers, small signal devices, optoelectronic devices, and analog ICs [1] - These products are widely used in automotive electronics, energy power, industrial control, smart home, network communication, computers, and peripheral devices [1] Market Focus - The company has shown a keen interest in the robotics and low-altitude economy sectors, indicating that its power devices, such as high-voltage MOS and silicon carbide components, are essential for robotics power supply and joint movements [1] - In the low-altitude economy, products like MOSFETs are utilized in drone power modules and motor drives, highlighting the company's commitment to market research and technological exploration in these areas [1]

格隆汇7月30日丨创元科技(000551.SZ)在互动平台表示，公司控股子公司苏州轴承生产的滚针轴承产品 可以细分为向心滚针轴承、推力滚针轴承、圆柱滚子轴承、滚轮滚针轴承、单向轴承等，产品广泛应用 于汽车的转向系统、主动安全系统、传动系统、扭矩管理系统、新能源电驱系统、智能座椅系统、变速 箱、发动机和空调压缩机等重要总成，同时还应用于工业自动化、高端装备、机器人、工程机械、减速 机、液压传动系统、电动工具、纺机、农林机械、航空航天、国防工业等领域。 公司目前没有和宇树 机器人合作。公司控股子公司苏州轴承未来将加大新能源汽车和国防、航空航天、机器人、工业自动化 和高端装备领域的客户开发和产品的研发。 ...

Group 1 - The core point of the article indicates that Shinke Co., Ltd. (002633) has stated that its bearing products are not currently applied in robotics and that there is no collaboration with Yushu Technology [1]

人民财讯7月30日电，申科股份（002633）7月30日在互动平台回复称，公司的轴承产品暂时没有应用到 机器人，亦未与宇树科技合作。 ...