7月国民经济运行数据将公布；国内成品油将开启新一轮调价窗口；下周限售股解禁市值超2300亿元。 【重磅新闻】 7月国民经济运行数据将公布 8月15日，国家统计局将公布7月工业增加值、固定资产投资、社零等经济数据。 7月金融数据或将公布 除经济数据外，7月M2、新增贷款、社融等金融数据下周或将公布。 华泰证券预计7月新增人民币贷款约2200亿元；新增社融约1.3 万亿元，同比继续多增。预计7月人民币贷款同比增速较6月的7.1%小幅回落至7.0%，而社融 存量同比增速较6月的8.9%回升至9%，M2同比亦较6月的8.3%略走高至8.4%。 恒生创新药指数及恒生港股通创新药指数修订方案将实施 多个行业盛会密集登场 2025中国固态电池技术产业发展大会（8月11日至13日）；2025开放存储峰会（8月12日至28日）；2025中国具身智能机器人产业大会暨展览会（8月13日至 15日）；2025世界人形机器人运动会（8月14日至17日）。 国内成品油将开启新一轮调价窗口 根据"十个工作日"原则，新一轮成品油调价窗口将于8月12日24时开启，这也是8月以来的首次调价。据金联创测算，截至8月8日第八个工作日，参考原油品 种 ...

Group 1 - The company's production processing precision can reach the internationally recognized P4 level, indicating a high precision standard [2] - The P4 level bearings are primarily used in equipment that requires strict control over rotational stability, speed, and vibration noise [2] - The precision mentioned pertains to bearing components used in embodied intelligent robots, highlighting the company's focus on high-precision applications [2]

8月8日，伴随着人形机器人的主持，2025世界机器人大会拉开帷幕。400余位国内外业界代表集中展示 机器人领域最新"黑科技"，透出产业新动向。 今年4月，全球首次"人机共跑"半程马拉松在北京亦庄开跑。今天，科技发烧友的目光再度聚焦这里。 机器人产业是展示综合科技实力的高地，是技术交叉融合的"集大成者"。今年上半年，我国机器人产业 营收同比增长27.8%，连续12年保持全球最大工业机器人市场地位，制造业机器人密度已跃升至全球第 3位。 从伺服电机、减速器，到人机交互、多模态感知……我国已形成机器人全产业链布局，关键环节国产化 进程加快，创新要素加速向机器人领域奔涌汇聚。 "这股创新浪潮不仅是技术的迭代升级，更将带来生产力的深刻变革。"工业和信息化部副部长辛国斌在 大会开幕式上说。 登上春晚扭秧歌、跑起马拉松、走上绿茵场……今年以来，机器人领域一个个有意义的时刻接踵而至， 不断印证着在人工智能爆发式发展下，机器人产业正迎来新的机遇和可能。 8月8日，2025世界机器人大会在北京经济技术开发区开 幕，全球200多家企业携1500余件展品参展。图为观众在 大会上观看一款跳舞机器人。 新华社记者 金立旺摄 面向未来，机 ...

Market Overview - On August 8, A-shares showed narrow consolidation, with the Shanghai Composite Index rising by 0.07% to 3642.1 points, the Shenzhen Component Index up by 0.14%, and the ChiNext Index increasing by 0.21% [1][2] - The total trading volume for A-shares reached 1.09 trillion yuan [1] Monetary Policy - The People's Bank of China conducted a 122 billion yuan 7-day reverse repurchase operation at a fixed rate of 1.40%, with a total bid amount of 122 billion yuan and a successful bid amount of 122 billion yuan [2] - A total of 126 billion yuan in reverse repos matured on the same day, resulting in a net withdrawal of 40 billion yuan [2] Industry Trends - At the 2025 World Robot Conference, ten major trends in embodied intelligent robots were announced, focusing on enhancing generalization, practicality, and safety in social applications [3] - The Ministry of Industry and Information Technology and other departments issued a notice to promote the standardized construction and high-quality development of chemical parks, emphasizing innovation, green low-carbon, and sustainable development [3] Sector Performance - The engineering machinery sector showed strength, particularly in the super hydropower station direction, with companies like Iron Tuo Machinery and Wei Wan Sealing rising over 10% [3] - Brain-computer interface concept stocks also performed well, with companies like Innovation Medical and Jihua Group hitting the daily limit [3] Brain-Computer Interface Industry - The Ministry of Industry and Information Technology and seven other departments issued a document to promote the brain-computer interface industry, indicating a period of technological acceleration and potential for commercial applications [5] - The market for brain-computer interfaces is expected to expand rapidly due to advancements in technology and applications [5] Company Insights - **Botao Bio**: Focuses on brain-computer interface technology with a solid foundation in scientific research [7] - **Beilu Pharmaceutical**: A leading domestic contrast agent company pursuing growth through acquisitions and R&D [7] - **Xiangyu Medical**: Engages in the development and application of brain-computer interfaces and rehabilitation robots [7] - **Dinaike**: Aims to stabilize demand for intercom products while exploring growth in smart hospital solutions and brainwave interaction [7]

在今天开幕的2025世界机器人大会上，2025具身智能机器人十大发展趋势发布。 ...

据央视新闻消息，在2025世界机器人大会上，具身智能机器人十大发展趋势被发布。趋势包括物理实践 与世界模型协同驱动的感知认知、多层次具身决策、多模态大模型启发的认知规划、具身智能控制的融 合、生成式AI驱动的机器人设计、一致性的软硬件开发、智能大工厂系统、大规模高质量数据集、机 器人集群与人协同、跨学科开源社区以及安全评估与伦理建设。这些趋势旨在提升具身智能机器人的泛 化性、实用性和安全性，推动其在社会中的服务应用。 ...

Core Insights - The 2025 World Robot Conference has unveiled ten major trends in embodied intelligent robots, emphasizing advancements in physical practice, decision-making, and collaboration with life sciences [1][2][3] Group 1: Embodied Cognition and Decision-Making - The integration of physical practice, physical simulators, and world models is essential for developing embodied cognition in intelligent robots, enabling effective interaction with environments [1] - Multi-layered end-to-end decision-making, inspired by multimodal large models, enhances the generalization and practicality of embodied intelligent robots in unstructured environments [1] - A new control approach combining model predictive control, reinforcement learning, and life sciences can improve the adaptability and performance of embodied intelligent robots in novel environments [1] Group 2: Design and Hardware-Software Integration - Generative artificial intelligence is driving the design of embodied intelligent robots through unified optimization of hardware components and control strategies, facilitating optimal design exploration [2] - High consistency between hardware and software is crucial, requiring pre-set adaptation algorithms during hardware development and embedding physical constraints in algorithm design [2] - The establishment of a large-scale factory for embodied intelligent robots allows for natural language interaction, environmental generation, and integrated development of decision-control algorithms [2] Group 3: Data and Collaboration - The creation of large-scale high-quality datasets for embodied intelligent robots is vital, focusing on physical entity collection and simulation synthesis to enhance training efficiency and cross-scenario adaptability [3] - The development of embodied intelligent robot clusters that collaborate with humans aims to improve safety and empathy, making robots more integrated into human environments [3] - An interdisciplinary open-source community for embodied intelligent robots will foster collaboration among top scientists and engineers across various fields, promoting technological discussions and industry integration [3] Group 4: Safety and Ethics - Establishing safety assessment systems and ethical norms for embodied intelligent robots is essential, ensuring reliability, interpretability, and safety of decisions in complex environments [3]

Group 1 - The People's Bank of China announced a 700 billion yuan reverse repurchase operation with a term of 3 months [1] - The Ministry of Industry and Information Technology and six other departments released implementation opinions to promote the innovation and development of the brain-computer interface industry, aiming for breakthroughs in key technologies by 2027 [2] - As of the end of July, China's gold reserves reached 73.96 million ounces (approximately 2,300.41 tons), marking a month-on-month increase of 60,000 ounces (approximately 1.86 tons) for the ninth consecutive month [3] Group 2 - Southbound capital has accumulated a net purchase of 894.528 billion Hong Kong dollars this year, exceeding the total for the entire year of 2024 by 111%, setting a new historical high [5] - The China Interbank Market Dealers Association issued a notice to strengthen self-discipline management of underwriting quotes in the interbank bond market, emphasizing the need for main underwriters to establish internal management systems [6] - Huawei is expected to launch a foldable smartphone supporting eSIM, potentially becoming the first commercially available eSIM smartphone in China [7] Group 3 - The global first intelligent robot 4S store, Robot Mall, will officially open on August 8, integrating functions such as robot sales, parts supply, after-sales service, and information feedback [8] - Zhongke Technology announced that its business does not involve the production of liquid-cooled servers, only participating in testing platforms [10] - Semiconductor Manufacturing International Corporation (SMIC) expects a 5% to 7% quarter-on-quarter revenue growth in Q3, with a gross margin between 18% and 20% [11] Group 4 - China Mobile reported a net profit of 84.2 billion yuan for the first half of the year, with an interim dividend of 2.75 Hong Kong dollars per share [11] - Huaxi Biological announced that its controlling shareholder plans to increase its stake in the company by 200 million to 300 million yuan [12] - OpenAI launched a more powerful GPT-5 model, suitable for coding and writing [15]

Group 1 - As of August 7, 2025, Dongtu Technology's stock price closed at 22.89 yuan, down 0.62 yuan or 2.64% from the previous trading day [1] - The trading volume on that day was 457,156 hands, with a transaction amount of 1.047 billion yuan [1] - Dongtu Technology specializes in the research, production, and sales of core hardware and software technologies for the industrial internet, primarily applied in power, rail transportation, and intelligent manufacturing sectors [1] Group 2 - Dongtu Technology has recently been included in the concept stocks of embodied intelligent robots, coinciding with the World Robot Expo on August 8, 2025, in Beijing, and the China Embodied Intelligent Robot Industry Conference on August 13, 2025, in Shanghai [1] - The company is also viewed as a related concept stock due to advancements in Tesla's autonomous driving technology [1] Group 3 - On August 7, 2025, the net outflow of main funds for Dongtu Technology was 113.7833 million yuan, with a cumulative net outflow of 54.1278 million yuan over the past five days [1]

（文章来源：人民日报） "打开'人才库'，输入相关产业关键词，就会跳出与产业相匹配的专业干部名单。"上虞区委组织部相关 负责人介绍，入库干部可分为先进材料、智能装备等培养方向，目前已有150名入库经济型专业干部。 上虞区开设培训班，跨单位跨层级筛选热爱经济工作、有相关专业岗位经历的学员。 截至目前，上虞区经济型专业干部"人才库"干部已累计协调解决32个企业的用地、项目审批等问题，推 动17个产业项目落地。 这些天，刚入选浙江绍兴市上虞区经济型专业干部"人才库"，上虞区经济和信息化局产业发展科科长吴 樾就马不停蹄地投入到具身智能机器人产业政策宣贯和场景落地工作中。 今年以来，上虞区大力实施经济型专业干部成长计划，建立紧缺专业干部需求清单，着力培育一批经济 型专业干部，打造经济型专业干部"人才库"。 ...