消息面上，据证监会网站，四川天链机器人股份有限公司（简称：天链机器人）于2025年7月30日在四 川证监局办理辅导备案登记，拟首次公开发行股票并在上交所科创板上市，辅导券商为华安证券。 华鑫证券表示，机器人近期持续催化，多款机器人在WAIC大会进行真机展示，Optimus V3设计基本完 成，机器人板块有望开启在新场景应用和订单引领的上升行情。（1）T量产推迟，给了能力够强、暂 未进入T链的公司一定时间窗口；（2）公司传统业务估值较低，尚未打上机器人标签。 万联证券表示，近日，宇树科技启动IPO辅导，并发布最新款人形机器人Unitree R1，标志着其商业化 与资本化进程正同步加速。宇树作为标杆企业上市，或将复制特斯拉对新能源车的带动效应，推动市场 从"概念炒作"转向"业绩兑现"逻辑。对中国人形机器人行业而言，宇树科技若成功上市将提升投资热 度、进一步促进产业链协同，助力中国在全球竞争中保持领先。 （本文机构观点来自持牌证券机构，不构成任何投资建议，亦不代表平台观点，请投资人独立判断和决 策。） 7月31日，A股三大指数走势分化，机器人板块持续活跃。 相关ETF中，截至发稿，机器人ETF（159770）涨1. ...

Group 1 - Midea plans to invest 50 billion yuan in cutting-edge technology over the next three years, focusing on areas such as AI models, new energy, robotics, and embodied intelligence [1][2] - The investment strategy is a response to increasing competition in the home appliance industry, particularly from brands like Xiaomi and emerging players [2][3] - Midea's chairman, Fang Hongbo, emphasizes the need to shift from a home appliance focus to a technology-driven approach, indicating a strategic pivot towards B2B operations [4][10] Group 2 - Midea's R&D expenditure has been significant, with nearly 60 billion yuan invested over the past five years, and 16.2 billion yuan allocated in 2024 alone, reflecting a commitment to technological advancement [12][13] - The company has a history of acquisitions to strengthen its supply chain and technological capabilities, including the complete acquisition of KUKA, a leading robotics company [14][16] - Despite these efforts, Midea's B2B revenue remains only 25.67% of total revenue, indicating challenges in achieving its strategic goals [22] Group 3 - The competitive landscape is intensifying, with domestic rivals like Ecovacs and Roborock entering the robotics sector, which Midea has historically dominated [27][29] - Midea's competitive advantages stem from its manufacturing efficiency and technological investments, but the rise of new entrants poses a threat to its market position [28][29] - The company faces pressure to innovate and maintain its leadership in the face of rapidly evolving competition in the robotics and home appliance markets [27][29]

今日早盘，A股三大股指走势分化，创业板指强劲拉升约1%，长盈精密涨超9%，菲利华涨超8%，中际旭 创涨超7%。 2025年以来，创业板指涨幅居前，在主流宽基指数中表现突出。跟踪创业板指数的创业板ETF天弘 （159977）近1个月来累计涨超18%，弹性十足。 有分析认为，创业板的核心优势在于成长性和行业代表性，是参与中国新经济投资的重要工具。创业板指 成份股行业主要分布在电力设备、电子、医药生物、通信四大科技赛道，合计占比超过65%。近期四大行 业均迎来基本面边际改善。 业绩方面，创业板指在2025年一季度实现营收、净利润同比双增。2025年，创业板指预估营收增速26%， 净利润增速39%，在主流宽基指数中排名居前。 数据还显示，创业板指研发费用占比也持续高于市场主流宽基指数。研发费用能为企业创新提供坚实后 盾，助力公司开发新产品、改进旧技术，打造技术壁垒。 创业板指目前PB估值4倍，分位数为31%，在主流宽基指数中排名较低，正值布局良机。而在历史上的两 轮牛市中，创业板指涨幅均位于主流宽基指数头部，牛市弹性更佳。 有券商表示，目前市场已进入政策与资金双轮驱动阶段，慢涨格局基本确立。虽然短期面临技术性调整压 ...

三星上半年投资了40家人工智能、机器人和健康风险投资公司。 ...

Core Viewpoint - The company has established a new subsidiary focused on robotics and aerospace components to enhance its R&D capabilities in these fields [1] Group 1: Company Developments - The new subsidiary was set up in May 2025 and will focus on products such as planetary gear reducers, screws, shafts, gears, and transmission gears, which are similar to the company's current forging processes [1] - The company aims to expand its presence in the high-tech sectors of robotics and aerospace [1] Group 2: Industry Challenges - The robotics and aerospace industries are characterized by high technical barriers, long R&D cycles, and significant investment requirements [1] - There are risks associated with potential delays in technological breakthroughs or R&D failures [1] - The new market is highly competitive and subject to substantial regulatory and environmental influences, leading to uncertainties [1]

3. 据港交所7月30日披露，云天励飞向港交所主板递交上市申请。招股书显示，公司将对AI算法及实际 应用场景的深度理解融入到使用AI推理计算的强大且高性价比的应用，推出面向企业级、消费级、行 业级三大类应用场景的行业领先的NPU驱动AI推理芯片相关产品及服务，实现AI多元场景快速迁移。 【机构观点】 东方证券认为，AI 功能加入，持续推动手表智能化及高端化。AI 应用正在智能手表中逐步落地，在交 互方式上，智能手表搭载 AI 语音助手功能，大幅提升用户交互体验；在健康/运动体验上，AI 显著提 升健康/运动监测的智能化程度以及专业性，响应用户需求；在儿 童智能手表领域，AI 能为儿童安全赋能。AI 应用有望驱动高端智能手表需求成长。 【热门ETF】 【市场复盘】 本周三(7月30日)，科创人工智能ETF华夏(589010)收跌0.98%，仍稳居五日均线上方，跌幅或可看作对 前几个交易日大涨的技术性消化。持仓股方面，奥普特领跌7.71%，天准科技、寒武纪、星环科技、奥 比中光跌幅超3%。机器人ETF(562500)收跌1.44%，近一周板块走势不温不火，叠加昨日再回调近 1.5%，左侧布局机会或已显现。持仓股方 ...

Group 1 - The stock price of Green Harmonic is 127.80 yuan, down 1.99% from the previous trading day, with an intraday fluctuation of 2.81% and a trading volume of 495 million yuan [1] - Green Harmonic operates in the general equipment industry, focusing on the research, production, and sales of precision reducers and core components for robots, with applications in industrial automation and robotics [1] - On July 30, the net outflow of main funds was 66.54 million yuan, accounting for 0.28% of the circulating market value [1]

Group 1 - The stock price of Sichuan Jinding closed at 9.53 yuan on July 30, down 0.27 yuan, representing a decline of 2.76% [1] - The trading volume on that day was 389,948 hands, with a transaction amount of 374 million yuan, and a turnover rate of 11.17% [1] - The company belongs to the cement and building materials sector, primarily engaged in the mining, processing, and sales of non-metallic minerals [1] Group 2 - The total market capitalization of the company is 3.326 billion yuan, with a price-to-earnings ratio of 46.11 times and a price-to-book ratio of 13.14 times [1] - In response to investor inquiries about involvement in robotics and unmanned mining vehicles, the company clarified that its main business remains focused on non-metallic mineral mining, processing, and sales [1] Group 3 - On July 30, the net outflow of main funds was 35.984 million yuan, accounting for 1.08% of the circulating market value [2]

Core Viewpoint - Zhaolong Interconnect's stock price closed at 49.12 yuan on July 30, 2025, reflecting a decline of 1.17% from the previous trading day, with a trading volume of 651 million yuan [1] Group 1: Company Overview - Zhaolong Interconnect specializes in the research and manufacturing of data cables, specialized cables, and connection products, with applications in data centers, industrial automation, and communication networks [1] - The company's product range includes copper cable high-speed connections and optical communication modules, covering multiple technological fields [1] Group 2: Recent Developments - The company recently announced on its investor interaction platform that its products, such as robot cables, Fakra coaxial components, and single-pair Ethernet cables, are applicable in the robotics sector [1] - Zhaolong Interconnect has become a core partner for a leading international interconnect solutions provider in the active cable domain [1] Group 3: Market Activity - On July 30, 2025, Zhaolong Interconnect experienced a net outflow of main funds amounting to 44.78 million yuan, which represents 0.36% of its circulating market value [2]

Group 1 - The stock price of Ruidi Zhichu as of July 30, 2025, is 84.48 yuan, down by 1.98 yuan or 2.29% from the previous trading day [1] - The opening price for the day was 86.22 yuan, with a high of 86.22 yuan and a low of 83.61 yuan, resulting in a trading volume of 11,546 hands and a transaction amount of 0.98 billion yuan [1] - Ruidi Zhichu operates in the general equipment sector, focusing on the research and production of automation equipment transmission and braking system components [1] Group 2 - The company's self-developed harmonic reducer products are applied in industrial robots, service collaborative robots, joint modules, and humanoid robots [1] - As one of the companies in Sichuan's robot industry chain, Ruidi Zhichu's harmonic reducer technology has garnered market attention [1] - The application validation of the company's products in industrial and humanoid robots demonstrates its competitiveness in the core components of automation equipment [1] Group 3 - On July 30, the net outflow of main funds was 9.9733 million yuan, accounting for 0.34% of the circulating market value [1]