恒誉环保：2025年净利润同比增长106.25% 2月25日，恒誉环保(688309)发布业绩快报，2025年实现营业收入2.94亿元，同比增长89.87%；实现归母 净利润3593.25万元，同比增长106.25%；基本每股收益为0.4491元/股。 中科曙光：2025年净利润同比增长10.54% 2月25日，中科曙光(603019)发布业绩快报，2025年实现营业收入149.7亿元，同比增长13.86%；实现归 母净利润21.13亿元，同比增长10.54%；基本每股收益为1.45元/股。 亚世光电：股东拟减持不超160万股公司股份 2月25日，亚世光电(002952)发布公告称，持股11.7604%的股东兼董事林雪峰，计划以集中竞价、大宗 交易方式减持本公司股份合计不超过160万股，占公司总股本剔除回购专用证券账户中股份数量后的股 份总数比例不超过0.976%。 燕麦科技：2025年净利润同比增长42.63% 2月25日，燕麦科技(688312)发布业绩快报，2025年实现营业收入6.19亿元，同比增长24.33%；实现归母 净利润1.37亿元，同比增长42.63%；基本每股收益为0.96元/股。 甬矽电 ...

百达精工（603331）(603331.SH)发布股价异动公告称，公司关注到近期部分媒体将公司列为机器人概 念股，前述概念所涉业务收入占公司营业收入比例极低，尚未实现规模化销售，公司目前主营业务为压 缩机零部件及汽车零部件的研发、生产和销售，主营业务未发生变化。请广大投资者注意投资风险。 ...

智通财经APP讯，百达精工(603331.SH)发布股价异动公告称，公司关注到近期部分媒体将公司列为机 器人概念股，前述概念所涉业务收入占公司营业收入比例极低，尚未实现规模化销售，公司目前主营业 务为压缩机零部件及汽车零部件的研发、生产和销售，主营业务未发生变化。请广大投资者注意投资风 险。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603331 证券简称：百达精工 公告编号：2026-004 浙江百达精工股份有限公司 重要内容提示： ● 公司关注到近期部分媒体将公司列为机器人概念股，前述概念所涉业务收入占公司营业收入比例极 低，尚未实现规模化销售，公司目前主营业务为压缩机零部件及汽车零部件的研发、生产和销售，主营 业务未发生变化。 ● 公司最近一个交易日换手率达到37.42%、市盈率（TTM）达到60.37，高于前期水平，成交量放大， 公司股价短期波动幅度较大，敬请广大投资者注意二级市场交易风险，理性决策，审慎投资。 ● 经公司财务部门初步测算，预计2025年年度实现归属于母公司所有者的净利润-19,333万元左右，2025 年年度实现归属于母公司所有者的扣除非经常性损益的净利润-19,458万元左右，由盈转亏。 ● 公司股东杭州重湖私募基金管理有限公司－重湖－云树1号私募证券投资基金(以下简称"杭州重湖")自 2026年2月26日至2026年5月25日拟通过集中竞价及大宗交易减持公司股份4,043,512股，占公司总股本的 2.00%。上述减持计划尚未实施完毕。 ● 经公司自 ...

Core Viewpoint - The human-shaped robot sector is experiencing a shift from speculative hype to a focus on actual performance and order fulfillment, as evidenced by recent market reactions and the upcoming financial reporting season [1][2][3] Group 1: Market Performance - Despite a strong showcase of robotic capabilities during the Spring Festival Gala, A-share robot concept stocks faced significant declines on February 24, with companies like Wuzhou Xinchun dropping 6.9% [1][2] - The market's initial optimism was dampened by concerns over the realization of orders and the certainty of earnings, particularly as the annual report season approaches [2][3] Group 2: Company Performance and Concerns - Leading companies such as Wuzhou Xinchun and Lide Harmony, while integral to the human-shaped robot supply chain, derive a limited portion of their revenue from robotics, raising concerns about their ability to sustain high valuations [5][6] - Wuzhou Xinchun reported a revenue of 2.661 billion yuan, a 7.6% increase year-on-year, with net profit slightly up by 0.25%, indicating that its traditional manufacturing business remains the primary revenue driver [5] Group 3: Future Outlook and Industry Dynamics - The anticipated release of Tesla's third-generation Optimus robot in Q1 2026 is seen as a potential catalyst for the industry, with predictions of a 5%-10% increase in the human-shaped robot sector if key upgrades are achieved [8] - The transition from speculative expectations to tangible order fulfillment is critical, as the market shifts its focus from narrative-driven valuations to performance-based assessments [7][10] - The successful integration of robots into various application scenarios, from industrial to household, will be essential for long-term growth and sustainability in the sector [9][10]

来源：新浪证券-红岸工作室 2月24日，欧圣电气涨1.16%，成交额2281.82万元，换手率0.37%，总市值62.08亿元。 异动分析 今日主力净流入-128.32万，占比0.06%，行业排名16/22，连续3日被主力资金减仓；所属行业主力净流 入7900.19万，当前无连续增减仓现象，主力趋势不明显。 区间今日近3日近5日近10日近20日主力净流入-128.32万-801.03万-1306.37万-1652.57万-7684.18万 冰雪产业+跨境电商+家用电器+机器人概念+人民币贬值受益 1、根据2024年12月12日互动易，公司已有抛雪机和暖风机产品，抛雪机设备可以在冬季帮助人们快速 清理道路、人行道、停车场和其他大型开放区域的积雪，确保交通畅通和安全。在寒冷的季节，暖风机 可以迅速提高室内温度，为用户提供温暖。 2、2024年12月17日互动易：公司产品暂未在以上平台销售，网上销售主要是通过亚马逊等国际跨境电 商平台。 3、苏州欧圣电气股份有限公司的主营业务为空气动力设备和清洁设备的研发、生产和销售。公司的主 要产品为小型空压机、干湿两用吸尘器、家用洗地机和工业风扇。 4、近年来，公司尝试将小型空 ...

埃夫特所属申万行业为：机械设备-自动化设备-机器人。所属概念板块包括：华为机器人、减速器、人 形机器人、机器人概念、机器视觉等。 2月24日，埃夫特盘中下跌2.01%，截至13:39，报21.46元/股，成交1.44亿元，换手率1.26%，总市值 111.97亿元。 资金流向方面，主力资金净流出1890.01万元，特大单买入216.15万元，占比1.50%，卖出501.49万元， 占比3.48%；大单买入2251.87万元，占比15.63%，卖出3856.54万元，占比26.76%。 埃夫特今年以来股价跌9.68%，近5个交易日跌4.92%，近20日跌7.58%，近60日跌4.11%。 资料显示，埃夫特智能机器人股份有限公司位于中国(安徽)自由贸易试验区芜湖片区万春东路96号，成 立日期2007年8月2日，上市日期2020年7月15日，公司主营业务涉及工业机器人整机及其核心零部件、 系统集成的研发、生产、销售。主营业务收入构成为：机器人整机72.77%，系统集成22.86%，其他(补 充)4.36%。 截至9月30日，埃夫特股东户数3.07万，较上期减少5.24%；人均流通股16998股，较上期增加5.54% ...

格隆汇2月24日｜延续昨日跌势，港股市场机器人概念股今日再度集体回调。其中，卧安机器人跌超 10%，越疆、范式智能跌近10%，首程控股跌近9%，三花智控跌超6%，优必选、商汤-W、极智嘉-W跌 超5%，蓝思科技、微创机器人-B、云迹跌超4%。消息面上，继去年宇树科技的机器人登台表演后，今 年又有4家机器人企业亮相央视舞台，再次将人形机器人热度推上高点。不过，机器人租赁热度背后， 价格却在快速回落。有媒体称，机器人租赁价格大幅回落，最低日租金跌破百元。 ...

春节研究成果大放送：合集——节后我们看好哪些方向？ 【天风机械】（#欢迎索取5大重磅+稀缺+干货资料！及预约团队路演~） 1，缺电：假期美股、港股北美缺电主线仍强劲，howmet、潍柴动力港股等创新高。 #重磅研究：①excel数据库：北美环保要求梳理，结论：燃气轮机最强，天然气内燃机亦没有问题，除加州、德州 外的市场落地难度均较低；②燃气轮机数据库；③内燃机数据库。 核心品种：杰瑞、应流、万泽、潍柴、联德、中国动力、动力新科、博盈、隆达等。 2，液冷：假期北美市场江森自控创新高，我们梳理了前期明显滞涨的冷水机组品种基本面情况，#重磅ppt：全球 四大冷水机组公司年报梳理、26年订单增速预期及AI预期、以及四大厂商针对NVIDIA削减冷水机组说法的正式澄 清。 核心品种：冰轮环境，对比增速、估值，年内40-50%空间。 【天风机械】（#欢迎索取5大重磅+稀缺+干货资料！及预约团队路演~） 1，缺电：假期美股、港股北美缺电主线仍强劲，howmet、潍柴动力港股等创新高。 #重磅研究：①excel数据库：北美环保要求梳理，结论：燃气轮机最强，天然气内燃机亦没有问题，除加州、德州 外的市场落地难度均较低；②燃气轮机 ...

1. Industry Investment Rating - No information provided 2. Core Viewpoints - On February 14, all the current contracts of the four major stock index futures declined. IF dropped 1.61%, IH dropped 1.84%, IC dropped 1.92%, and IM dropped 1.7% [1] - On the trading day, the total trading volume of stock index futures rebounded, indicating an increase in investors' trading enthusiasm. Specifically, the total trading volume of IF increased by 51,556 lots, IH by 28,092 lots, IC by 27,924 lots, and IM by 30,724 lots. In terms of positions, the total positions of IF increased by 10,693 lots, IH by 9,279 lots, IC by 612 lots; while IM's total positions decreased by 4,355 lots [2] 3. Summary by Relevant Catalogs 3.1期指期现数据跟踪 - **Stock Index Futures Data** - **CSI 300**: The closing price was 4,660.4, down 1.25%, with a turnover of 452.88 billion [1] - **IF Contracts**: All contracts declined, with IF2602 down 1.61%, IF2603 down 1.92%, IF2606 down 2.05%, and IF2609 down 2.04%. The trading volume and positions of most contracts increased, except for the positions of IF2602 which decreased by 337 [1] - **SSE 50**: The closing price was 3,034.4, down 1.47%, with a turnover of 125.97 billion [1] - **IH Contracts**: All contracts declined, with IH2602 down 1.84%, IH2603 down 2.06%, IH2606 down 2.09%, and IH2609 down 2.18%. The trading volume of all contracts increased, while the positions of IH2602 decreased by 479 [1] - **CSI 500**: The closing price was 8,299.6, down 1.47%, with a turnover of 406.32 billion [1] - **IC Contracts**: All contracts declined, with IC2602 down 1.92%, IC2603 down 2.02%, IC2606 down 2.19%, and IC2609 down 2.24%. The trading volume of most contracts increased, while the positions of IC2602 decreased by 4,591 [1] - **CSI 1000**: The closing price was 8,204.8, down 1.32%, with a turnover of 438.92 billion [1] - **IM Contracts**: All contracts declined, with IM2602 down 1.70%, IM2603 down 1.75%, IM2606 down 1.91%, and IM2609 down 1.88%. The trading volume of all contracts increased, while the positions of IM2602 decreased by 6,643 [1] 3.2期指前20大会员持仓增减 - **IF Contracts**: The long - order increase of IF2601 was 820, IF2602 was 5,634, IF2603 was 5,379, and IF2606 was 1,351. The short - order increase of IF2601 was 451, IF2602 was 946, IF2603 was 5,339, and IF2606 was 1,132 [5] - **IH Contracts**: The long - order increase of IH2601 was 45, IH2602 was 6,647, IH2603 was 1,500, and IH2606 was 1,157. The short - order increase of IH2601 was - 70, IH2602 was 4,992, IH2603 was 1,655, and IH2606 was 1,102 [5] - **IC Contracts**: The long - order increase of IC2601 was - 3,585, IC2602 was 1,451, IC2603 was 5,837, and IC2606 was 2,300. The short - order increase of IC2601 was - 3,616, IC2602 was - 1,876, IC2603 was 4,639, and IC2606 was 2,589 [5] - **IM Contracts**: The long - order increase of IM2601 was - 5,206, IM2602 was 1,708, IM2603 was 2,378. The short - order increase of IM2601 was - 4,703, IM2602 was - 2,297, IM2603 was 1,440. The data for IM2606 was not announced [5] 3.3趋势强度 - The trend strength of IF and IH is 1, and that of IC and IM is also 1. The trend strength ranges from - 2 to 2, with - 2 being the most bearish and 2 being the most bullish [6] 3.4重要驱动 - **Credit and Monetary Data**: In January, the increment of social financing scale was 7.22 trillion yuan, 166.2 billion yuan more than the same period last year; RMB loans increased by 4.71 trillion yuan, with a year - on - year increase of 6.1% at the end of the month. At the end of January, M2 increased by 9% year - on - year, and M1 increased by 4.9% year - on - year [7] - **Housing Price Data**: The month - on - month decline of second - hand housing prices in first, second, and third - tier cities narrowed comprehensively in January, with a narrowing of 0.4, 0.2, and 0.1 percentage points respectively compared with the previous month. The second - hand housing prices in Yangzhou and Zhanjiang increased by 0.4% and 0.3% month - on - month respectively. Year - on - year, the prices of new and second - hand houses in 70 large and medium - sized cities continued to decline, and the decline further widened [7] - **Regulatory Policies**: The "Anti - monopoly Compliance Guidelines for Internet Platforms" was released, specifying 4 types of monopoly risks such as monopoly agreements, abuse of market dominance, concentration of undertakings, and abuse of administrative power to exclude and restrict competition, and listing risk examples such as "choose one of two" and "the lowest price across the network". The CSRC seriously investigated and dealt with the illegal financing and information disclosure violations of Tianfeng Securities for Dangdai Group. The Hubei Securities Regulatory Bureau plans to impose a maximum fine of 25 million yuan on Tianfeng Securities and Dangdai Group, and a total fine of 34.8 million yuan on 9 responsible personnel. The actual controller of Dangdai Group, the former chairman of Tianfeng Securities, and the former vice - president and chief financial officer were subject to a lifetime ban from the securities market [7] 3.5 Other Market Information - **US Tariff Policy**: US President Trump signed an executive order to impose a 10% ad valorem import tariff on goods imported into the US for 150 days starting from February 24, and later raised the tariff to 15%. Importers and retailers may face a long - term struggle to recover up to 170 billion US dollars in tariffs paid to the US government [8][9] - **Stock Market Performance in China**: On the last trading day of the Year of the Snake, the Shanghai Composite Index fell 1.26% to 4,082.07 points, the Shenzhen Component Index fell 1.28%, and the ChiNext Index fell 1.57%. The Hong Kong Hang Seng Index fell 1.72% to 26,567.12 points, the Hang Seng Tech Index fell 0.9%, and the Hang Seng China Enterprises Index fell 1.55% [9][10]