Group 1 - The article highlights the recent release of important regulatory drafts by central and local authorities, focusing on financial anti-money laundering, tax system optimization, and support for emerging technology industries, reflecting the government's ongoing efforts to promote high-quality economic development and regulate market order [2] Group 2 - The People's Bank of China, the National Financial Regulatory Administration, and the China Securities Regulatory Commission jointly drafted the "Management Measures for Customer Due Diligence and Customer Identity Information and Transaction Record Keeping (Draft for Comments)," which allows financial institutions to determine the depth of investigation based on risk assessment, improving resource allocation efficiency [4] Group 3 - The Ministry of Finance and the State Taxation Administration released the "Implementation Regulations of the Value-Added Tax Law (Draft for Comments)," which will be implemented on January 1, 2026, detailing tax rate settings, taxable amount calculations, tax incentives, and collection management mechanisms [6] Group 4 - Hangzhou has made significant strides in the artificial intelligence and robotics sector by releasing the "Regulations on Promoting the Development of Embodied Intelligent Robotics Industry (Draft)," which includes support for infrastructure construction and encourages collaboration in research and development among enterprises and research institutions [7][8]

V 今日有1607亿元7天期逆回购到期 2 华为将于8月12日在2025金融AI推理 与发展论坛上发布Al推理领域的突破性打 3 2025年开放存储峰会将于8月12日至 4 美国7月CPI数据将公布 5 国内成品油8月12日24时开启新- 4分 每经编辑｜张喜威 王晓波 1 隔夜市场 美股三大指数小幅收跌，道指跌0.45%，纳指跌0.3%，标普500指数跌0.25%；大型科技股多数下跌，苹果、微软、英伟达、谷歌、亚马逊、Meta、AMD小 幅下跌；英特尔跌超3%，特斯拉涨超2%，日线录得四连涨；房利美涨超15%，房地美涨逾13%，均创2008年以来收盘新高。中概股多数下跌，纳斯达克中 国金龙指数跌0.29%；好未来跌逾3%，理想汽车跌近3%，百度、阿里巴巴跌超1%。 国际贵金属期货普遍收跌，COMEX黄金期货跌2.80%，报3393.7美元/盎司；COMEX白银期货跌2.33%，报37.645美元/盎司。 国际油价小幅上涨，美油主力合约涨0.19%，报64.00美元/桶；布伦特原油主力合约涨0.15%，报66.69美元/桶。 2 事关增值税！两部门公开征求意见 财政部、税务总局8月11日就《中华人民共和国增值 ...

1、中央结算公司：简化境外央行类机构开户材料 重要程度：★★★★★ 8月11日，中央国债登记结算有限责任公司(简称中央结算公司)发布关于简化境外央行类机构开户材料的通 知。通知称，为落实中国人民银行相关要求，进一步简化境外央行类机构入市投资流程，中央结算公司决 定，于即日起不再要求境外央行类机构提供协议签署承诺书。 外交部发言人林剑表示，具体问题请向中方主管部门询问。希望美方同中方一道，按照两国元首通话达成 的重要共识，发挥好中美经贸磋商机制作用，在平等、尊重、互惠的基础上争取积极成果。 4、财政部、税务总局就增值税法实施条例公开征求意见 重要程度：★★★ 2、利好传来!机器人赛道迎来重磅政策，六大领域应用赋能 重要程度：★★★★ 8月11日，杭州市司法局发布公开征求《杭州市促进具身智能机器人产业发展条例(草案)》意见的公告，通 过制度设计规范发展秩序、优化产业生态、强化要素保障，全面推动具身智能机器人产业实现高质量发 展。 值得一提的是，《条例》提到，促进具身智能机器人在工业制造、农业生产、医疗健康、教育培训、特种 作业、公共安全等重点领域场景的应用推广。 3、中方是否收到美方延长关税暂停期限的最终决定?外 ...

观点：多单持有 南华研究院 高翔（Z0016413） 投资咨询业务资格：证监许可【2011】1290号 盘面点评： 国债期货早盘小幅低开后持续下行，跌幅不断扩大，午后价格低位企稳，尾盘回升跌幅有所收窄。长端受到 明显影响，10Y、30Y活跃券收益率均上行2bp以上。公开市场到期5448亿逆回购，日内新做1120亿，净回笼 4328亿元。资金利率小幅上行，DR001和隔夜匿名从上周1.25%回到1.3%，交易所隔夜在1.45%附近。 日内消息： 1.杭州市司法局发布公开征求《杭州市促进具身智能机器人产业发展条例（草案）》意见的公告，将具身智 能机器人产业纳入全市政策支持框架，通过制度设计增强政策合力，进一步规范产业高质量发展路径。 行情研判： 债市今天的最主要的就是受到商品行情的压制，并且盘中随着股票的拉升跌幅不断扩大。目前来看更多是情 绪影响，因为A股对反内卷的反应相对比较有限，除了锂以外相关的煤炭、钢铁板块、能化板块表现相比其他 品种都不强。而除了情绪的压制，资金中枢的反复（隔夜下到1.25%后今日回升），对周末通胀数据的理解 分歧都是多头情绪不够坚定的原因。 机构行为方面，总体来说债基依旧是净申购，但主要 ...

A股今日（8月11日）全线走高，沪指盘中续创年内新高，连续6日收阳；创业板指大涨近2%。港股窄幅震荡，恒生指 数小幅上扬。 具体来看，沪指盘中震荡上扬，深证成指、创业板指强势拉升。截至收盘，沪指涨0.34%报3647.55点，深证成指涨 1.46%报11291.43点，创业板指涨1.96%报2379.82点，北证50指数涨1.18%，沪深北三市合计成交18501亿元，较此前一 日增加1135亿元。 | ਵੇ A | 涨 4185 | 平 166 | 跌 1066 | A股成交额 | | 18502亿 | | --- | --- | --- | --- | --- | --- | --- | | 序号 | 代码 | 名称 | | 现价 涨跌 | 涨跌幅 | 成交额 | | 1 | 000001 | 上证指数 | | 3647.55 c 12.42 | 0.34% | 7513亿 | | 2 | 399001 | 深证成指 | 11291.43 c | 162.75 | 1.46% | 10756亿 | | 3 | 899050 | 北证50 | | 1458.72 c 17.00 | 1.18% | 232亿 ...

Group 1 - The company achieved operating revenue of 435.47 million yuan in the first half of 2025, representing a year-on-year growth of 104.14% [1] - The net profit attributable to shareholders reached 60.19 million yuan, an increase of 113.56 million yuan compared to the same period last year [1] - The overall business scale and profitability of the company are continuously improving, indicating a clear upward trend [1] Group 2 - The company's strategy of "technology innovation investment - commercial results transformation" has accelerated, focusing on breakthroughs in the essential downstream market [2] - Continuous optimization of product performance and the introduction of differentiated, high-cost performance new products have led to sustained improvement in overall operational conditions [2] - The company possesses comprehensive R&D capabilities and a full-spectrum technology layout, providing a strong foundation for technological iteration and innovation [2] Group 3 - The rapid development of large AI models has yielded results from the company's long-term cultivation and layout in various innovative downstream application fields [2] - The company has successfully reached an "operational inflection point" and will continue to explore emerging fields and products within the industry [2] - The mission is to enable all terminals to understand the world, aiming to build a "robot and AI vision industry platform" and become a global leader in the 3D sensing industry [2]

格隆汇8月11日丨奥比中光(688322.SH)公布，2025年上半年，公司实现营业收入43,546.93万元，同比增 长104.14%；归属于上市公司股东的净利润6,019.01万元，较上年同期增加11,356.32万元。公司整体业 务规模和盈利能力不断提升，向好趋势明确。 2025 年上半年，公司的"技术创新投入－商业成果转化"战略加速落地催化，并聚焦刚需下游市场进行 业务突破，不断优化产品性能，推出差异化、高性价比的新产品，整体经营情况持续向好。同时，公司 全栈式的研发能力和全领域的技术路线布局，为技术迭代创新提供了源源不断的底层动力，如今在包括 具身智能机器人、各类 AI 端侧硬件升级等赛道，公司均具备明显的先发、技术及产品规模化等优势。 随着人工智能大模型的快速发展，公司多年来在各类创新下游应用领域的培育和布局初见成效，公司成 功迎来"经营拐点"。未来，公司将持续关注行业内的新兴领域与产品，并积极探索其与公司技术相结合 的应用场景，围绕以自研核心技术和产品为刚需的下游在全球范围开拓潜在客户，持续提升公司的业务 表现和经营业绩，以"让所有终端都能看懂世界"为使命，致力于在人工智能时代打造"机器人与AI ...

Group 1 - Zhiyuan Robotics has secured a multi-million yuan order from Fulian Precision Engineering, marking the first large-scale commercial contract for embodied robots in the industrial sector in China [3] - The order includes nearly 100 units of the Yuanzheng A2-W robots, which will be deployed in Fulian's factory, a leading company in the automotive parts sector [3] - In July, Zhiyuan Robotics also won a humanoid biped robot contract from China Mobile (Hangzhou) with a total budget of 124.05 million yuan, making it the largest single procurement in the domestic humanoid robot field [3] Group 2 - Lingdong General Robotics has completed a multi-hundred million yuan angel round financing, led by Yuanhe Puhua, to accelerate the development and industrialization of its embodied VLA large model and general-purpose robots [6] - The company focuses on creating highly generalized embodied large models and robust robot bodies, utilizing a fully self-developed architecture [6] Group 3 - The World Robot Cooperation Organization released the "2025 Trends in Embodied Intelligent Robotics," highlighting ten key trends including the development of large factories for embodied intelligent robots and the creation of large-scale high-quality datasets [9] - Key trends include the integration of physical practice and simulation, multi-modal large models for decision-making, and the establishment of open-source communities for embodied intelligent robotics [9] Group 4 - The world's first humanoid robot sports event will take place in Beijing on August 14, featuring 26 competitions that challenge robots in traditional human sports [12] - Events will include running, high jump, long jump, gymnastics, and team sports, as well as practical applications like factory material handling and hospital medication sorting [12] Group 5 - A Harvard University research team has developed a personalized wearable robot control system that significantly improves upper limb function for stroke and ALS patients, as published in Nature Communications [15] - The innovation lies in the integration of intent recognition models with physical lag models for adaptive control, enhancing the effectiveness of inflatable soft exoskeletons [15]

大公司： 抖音电商成立安全与信任中心，首期发布盲盒治理公告清退达人千名 36氪获悉，蚂蚁集团在其官方微博发布消息称，蚂蚁集团关注到网络上有消息宣称"蚂蚁集团与中国人 民银行、中国稀土集团共建全球首个稀土人民币稳定币"，并以此诱导投资者关注相关板块，蚂蚁集团 从未与相关机构有此类计划，请公众注意甄别，谨防上当受骗。 特斯拉在英国申请供电牌照 英国能源监管机构天然气和电力市场办公室（Ofgem）公告显示，特斯拉当地时间7月25日向该机构申 请电力供应许可证。 特斯拉在印第二家门店开业 8月11日，特斯拉在印度的第二家门店在新德里Worldmark商务区开业。 电影《浪浪山小妖怪》刷新中国影史国产二维动画电影票房纪录 36氪获悉，据猫眼专业版数据，动画电影《浪浪山小妖怪》累计票房突破5.74亿，刷新中国影史国产二 维动画电影票房纪录。 36氪获悉，抖音电商发文称，抖音电商近日正式成立"安全与信任中心"。8月8日，抖音电商安全与信任 中心发布了首期治理公告，公布了近期打击直播间盲盒营销典型违规案例。2025年至今，平台已针对盲 盒相关违规行为进行系统治理，累计断播违规直播间4000余场，清退达人账号1000余个，同时 ...

Group 1 - The home appliance ETF (159996) saw a net inflow of over 0.5 billion in the last trading day [1] - The black appliance industry is experiencing an "east rising, west falling" trend, with domestic brands challenging the high-end market while Korean brands face declining performance [1] - The white appliance sector is leveraging local manufacturing advantages in the U.S. to gain market share and restore overseas profit margins [1] Group 2 - The clean appliance sector is witnessing brands expanding overseas, leading to a slowdown in industry competition and a reversal in performance [1] - The layout of smart robots is opening up valuation space in the industry [1] - Increased expectations for U.S. Federal Reserve interest rate cuts may stimulate recovery in the U.S. real estate and home appliance sectors, with consumer spending on home appliances expected to grow by 1.3% and 1.7% year-on-year in Q1/Q2 2025 [1] Group 3 - Companies benefiting from capacity layout in Vietnam are expected to gain from tariff negotiations, indicating a dual drive of structural upgrades and overseas expansion in the industry [1] - The home appliance ETF (159996) tracks the home appliance index (930697), which selects listed companies involved in the manufacturing and sales of home appliances, reflecting the overall performance of related securities [1] - The index has strong consumer attributes and cyclical characteristics, effectively representing market trends in the home appliance industry [1]