经济日报记者 李景 为机器人产业发展厚植沃土，玉环下了很大的决心，建成了复旦工业柔性具身机器人等校企平台， 培育了10家省级以上企业研发机构，出台"重点扶持12条+专才引育10条"政策，成立30亿元产业基金 等，从奖补、人才、创新平台等方面，为机器人产业做大做强保驾护航。 "这些年，在机器人产业人才方面，我们花了很多心思，特别是围绕机器人企业发展所需的技能人 才，我们建立了机器人产业人才学院，为学院提供最高100万元的运营经费，还给予企业最高10万元的 实训奖励，真正实现了'招生即招工，入校即入企'。"玉环市委组织部人才科主要负责人林景尧说。 近3年来，玉环引进了总投资超50亿元的16个机器人相关项目，在缝制、厨房等领域打造了50余 个"机器人+"应用场景，形成了从核心零部件、整机制造到系统集成应用的成链优势，以80亿元级产业 规模、超15%的年均增速，跻身省级特色产业集群行列。 "接下来，玉环要全面贯通机器人产业要素，坚持建链成群，不断打通玉环机器人企业上下游供应 链堵点，政府搭平台、企业唱主角，将玉环打造成以智能机器人核心功能部件为基础、以工业机器人为 支撑、以人形机器人为突破的机器人产业发展体系，推动机 ...

"目前，距离运动会召开还有不到一个月的时间，我们正全力以赴做好比赛筹备和各项保障工作。"梁洪 郡介绍，7月15日，在八达岭长城组织了机器人运动会"能量传递"活动，由8台人形机器人作为"火炬 手"，完成了象征机器人生命之心的"能量方块"的传递。完成传递后，这些机器人还将佩戴"能量方 块"，在遍历首都"双奥遗产"等体育、文化和科技地标后回到运动会主场馆，将所有能量方块汇集后组 成"智芯"并在开幕式上点亮。 紧随其后，2025世界人形机器人运动会将于8月14日至17日在国家速滑馆举办。这是全球首个为人形机 器人组织的综合性竞技赛事，竞赛项目分为主体赛事和外围赛事，主体赛事侧重人形机器人技能竞技， 包括田径、足球、舞蹈以及物料搬运、药品分拣等竞技赛、表演赛和场景赛3大类21个赛项；外围赛事 侧重趣味性和观众的互动性，包括乒乓球、篮球等5个赛项。 7月18日，北京市经济和信息化局召开2025年上半年工业和信息软件业经济运行新闻发布会，21世纪经 济报道记者从发布会现场获悉，2025世界机器人大会将于8月8日至12日举行，2025世界人形机器人运动 会将于8月14日至17日举行。在运动会上，人形机器人将进行技能竞技，包括 ...

Group 1 - The company Shuanglin Co., Ltd. plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance its capital strength and international competitiveness [1] - Shuanglin Co., Ltd. has a total market value exceeding 26 billion yuan, focusing on automotive components, including interior and exterior parts, precision components, and smart control systems [1] - The company is actively discussing the listing details with relevant intermediaries and will require board and shareholder approval for the issuance [1] Group 2 - Shuanglin Co., Ltd. is expanding overseas through its new factory in Thailand, which has three high-end hub bearing production lines and has received U.S. customs origin certification [2] - The company aims to deepen its global layout, particularly in Southeast Asia and North America, and plans to cultivate a second growth curve by expanding the application of special materials in industrial equipment [2] - Shuanglin Co., Ltd. terminated its plan to issue A-shares to specific investors, originally intended to raise 1.5 billion yuan for projects related to roller screws and high-precision CNC grinding machine expansion [2] Group 3 - The Hong Kong IPO market has seen a significant increase in activity, with a sevenfold rise in total fundraising compared to the same period in 2024, driven by a surge in "A+H listing projects" [3] - Leading companies in the industry are experiencing higher valuation premiums in the Hong Kong market, with companies like CATL and Hengrui Medicine showing over 30% and 10% price premiums, respectively, for their H-shares compared to A-shares [3] - The number of applications for listings on the Hong Kong main board has reached over 200, marking a historical high [3]

Group 1: Company Overview - Zhejiang Jingu Co., Ltd. is a high-tech enterprise focused on the research, production, and sales of automotive wheels, recognized as a "specialized, refined, distinctive, and innovative" enterprise in Zhejiang Province [2]. - The company emphasizes technological innovation and product development, with a comprehensive research and development system in place [2]. Group 2: Product Innovations - The revolutionary new material, Avatar niobium micro-alloy, offers high strength, good toughness, low cost, and reduced carbon emissions, achieving a maximum strength of 2000 MPa, which is approximately twice that of titanium alloys and five times that of aluminum alloys [2][3]. - The Avatar low-carbon wheel is a lightweight product that meets customer needs with its novel appearance, high precision, strength, durability, and cost-effectiveness, currently being applied in both passenger and commercial vehicles [3]. Group 3: Market Expansion and Applications - The company is accelerating capacity construction to meet the growing customer demand, leveraging its first-mover and scale advantages in the new energy vehicle market [3]. - A horizontal application division has been established to explore new product development and application scenarios in industries with significant market potential, such as robotics and low-altitude aircraft [3][4]. Group 4: Q&A Insights - The company plans to enhance its R&D efforts in the robotics sector, utilizing its existing materials and technologies to foster project collaborations and optimize product designs [4]. - Progress with the project in collaboration with Zhiyuan is on track, with some performance indicators exceeding the required product standards [5][6].

Group 1: Market Overview - The Hang Seng Index opened high but closed down by 72 points or 0.3%, ending at 24,517 points, after reaching a peak of 24,867 points during the day, marking a nearly four-month high since March 19 [3] - The total trading volume for the day was 258.95 billion HKD, with a net inflow of only 1.6 billion HKD from northbound trading [3] Group 2: Company Developments - Baidu's autonomous driving service platform, Apollo Go, has established a strategic partnership with Uber, leading to a 1% increase in Baidu's stock price, closing at 88.55 HKD [4] - MicroPort Medical's board is considering a non-binding proposal to merge its cardiac rhythm management business with MicroPort Cardiac [13] - Non-Fungible Leadership has increased its stake in Li Ning Company by acquiring 28.57 million shares for approximately 455 million HKD, raising its ownership to about 12.34% [14] - DCH Holdings reported a 2% year-on-year decline in revenue for the first fiscal quarter, amounting to 915 million USD, attributed to a sluggish macroeconomic environment [15] Group 3: Industry Insights - The London Metal Exchange (LME) has officially opened its warehouse in Hong Kong, with the first batch of metals including 5,975 tons of copper and 396 tons of nickel, marking a significant step for Hong Kong as a global metal hub [7] - Hong Kong's asset management sector has seen a growth of 13% year-on-year, with total assets under management exceeding 35 trillion HKD, and net inflows rising by 81% to 705 billion HKD [8] - Nvidia's CEO expressed optimism about the development of China's robotics industry, highlighting China's strong capabilities in mechatronics and its vast manufacturing base [9] - The EU-China Automotive Working Group discussed the impact of global trade changes on EU policies, particularly regarding tariffs on Chinese electric vehicles [10]

基金管理人：鹏华基金管理有限公司 基金托管人：国投证券股份有限公司 [重要提示] 1、鹏华国证机器人产业交易型开放式指数证券投资基金（以下简称"本基金"）的募集及其基金份额的 发售已获中国证监会证监许可〔2025〕982号文注册。中国证监会对本基金的注册并不代表中国证监会 对本基金的风险和收益作出实质性判断、推荐或者保证。 2、本基金是交易型开放式，股票型基金。 3、本基金管理人为鹏华基金管理有限公司，基金托管人为国投证券股份有限公司，登记机构为中国证 券登记结算有限责任公司。 4、本基金募集期为2025年07月21日至2025年08月01日，通过网上现金认购、网下现金认购2种认购方式 公开发售。本基金目前暂不开通网下股票认购，若后续开通网下股票认购，基金管理人届时将另行公 告。基金管理人可根据募集情况适当延长或缩短本基金的募集期限并予以公告。 5、网上现金认购是指投资人通过基金管理人指定的具有基金销售业务资格的深圳证券交易所会员用深 圳证券交易所网上系统以现金进行的认购，网下现金认购是指投资人通过基金管理人及其指定的发售代 理机构以现金进行的认购。 6、本基金募集对象为符合法律法规规定的可投资于证券投资基金 ...

Core Viewpoint - The article discusses the current stability of the Shanghai Composite Index at 3500 points, suggesting a positive outlook for the market with no significant negative news on the horizon. The focus is on selecting the right investments, particularly in the robotics sector, which is seen as undervalued compared to other sectors [1]. Investment Strategy - The company invested in the E Fund Robotics ETF (159530) on July 14, with a total investment of 60,641.70 yuan, purchasing 46,900 units at a price of 1.293 yuan per unit [1]. - The current holding value has increased to 67,259.2 yuan, reflecting a 4.5% gain since the initial purchase [2]. Market Performance - Since April 7, the top-performing ETFs have seen gains exceeding 31%, while the robotics sector has underperformed with an average loss of around 3% [2]. - The National Robotics Industry Index has shown a return of 15.8% since its revision on April 10, 2025, outperforming the CSI Robotics Index, which returned 10.4% in the same period [4]. Sector Analysis - The National Robotics Index has consistently outperformed the CSI Robotics Index across various years, with notable annualized returns of 32.3% in 2019 and 48.4% in 2020 [5]. - The revised index places a greater emphasis on humanoid robots, aligning better with investor preferences and market trends [6]. Future Outlook - Analysts, including those from Dongfang Securities, maintain a positive outlook for the market, expecting the Shanghai Composite Index to continue to oscillate around 3500 points with potential for upward movement [6]. - The recent success of leading humanoid robot manufacturers in securing contracts is anticipated to drive a rebound in the robotics sector [6].

Core Viewpoint - The Hong Kong stock market experienced a high opening followed by a decline, with the Hang Seng Index closing down 0.29% at 24,517.76 points, while the Hang Seng Biotechnology Index reached a new high [2][9]. Group 1: Market Performance - The Hang Seng Technology Index fell by 0.24%, and the Hang Seng China Enterprises Index decreased by 0.18% [4]. - Major tech stocks showed mixed performance, with Meituan down 1.66%, while stocks like Baidu and Alibaba saw gains [5][7]. - The biotechnology sector saw significant gains, with stocks like China Antibody-B rising by 31.07% [11]. Group 2: Sector Highlights - The biotechnology sector reached a new high, driven by the initiation of the 11th batch of national centralized procurement, which is expected to have a moderate policy tone [11]. - The stablecoin concept saw some stocks rise, with companies like Jin Yong Investment and Lianlian Digital increasing by 15.83% and 5.07%, respectively [12]. Group 3: Company-Specific News - Pop Mart, despite a positive earnings forecast indicating a revenue increase of at least 200% for the first half of 2025, saw its stock drop by over 4% [13][15]. - The Hong Kong Securities and Futures Commission reported a 13% year-on-year increase in total assets under management, reaching HKD 35.1 trillion (USD 4.53 trillion) by the end of 2024 [17].

Group 1 - The core viewpoint of the news is the release of the "Shandong Province Robot Industry High-Quality Development Action Plan (2025-2027)", aiming to establish four major robot industry development hubs in Jinan, Qingdao, Zibo, and Jining, with a target of exceeding 50 billion yuan in robot manufacturing industry scale by 2027 [1] - The plan includes nurturing more than three leading robot manufacturing enterprises with an output value exceeding 2 billion yuan each and establishing innovation platforms covering industrial, service, special, and humanoid robots [1] - Zibo has formed a complete industrial chain layout of "core components + complete machine manufacturing + system integration", becoming an important supplier in segments like precision reducers and intelligent logistics equipment [1] Group 2 - Zibo High-tech Zone is a key "innovation source" for the robot industry, with a complete industrial chain that includes R&D, production, supporting, and integration enterprises, leading in multiple niche areas [2] - The zone hosts over 20 key enterprises, including New Star Datt, Fao Yiwei, and others, and has related enterprises in the supply chain, contributing to widespread applications of robots in welding, logistics, agriculture, and smart pharmacy [2] - New Star Datt has incubated several companies and holds a 70% market share in humanoid robot joint modules, with its precision reducer production capacity expected to surpass foreign competitors, becoming the global leader [2] Group 3 - The development of the industry relies on creating an ecosystem, with Zibo High-tech Zone focusing on building a complete robot industry chain ecosystem from R&D to mass production through specialized parks [3] - The zone has formed professional teams to engage with leading enterprises in robot industries across major cities, facilitating collaboration and understanding of technological advantages and industry layouts [3] - Zibo High-tech Zone aims to enhance key technology innovation, accelerate the cultivation of industry entities, and promote the integration of industry, innovation, and capital chains to boost the overall competitiveness of the robot industry [3]

Market Overview - The market has recently experienced an upward trend, reaching 3500 points, with active trading volumes around 1.5 trillion [1] - The technology growth sector has shown greater elasticity, with frequent rotation of market hotspots [1] Fund Performance - Active equity funds have outperformed index funds, with several funds showing remarkable performance [1] - A list of funds that have doubled in value over the past year has been compiled, focusing on active equity funds [2] Notable Funds - **Zhongou Digital Economy Mixed Fund A**: Achieved a daily increase of 7.02%, entering the "doubling fund" category, driven by Nvidia's approval to export H20 chips [3] - **Yongying Advanced Manufacturing Smart Selection Mixed Fund A**: Focuses on AI infrastructure and applications, with a high concentration in the AI sector [5] - **Ping An Advanced Manufacturing Theme Stock Fund A**: Managed by a former traditional automotive engineer, showing a diversified portfolio across various sectors [6] - **Zhonghang Trend Navigation Mixed Fund A**: Also emphasizes investment in the robotics industry, with a focus on machine learning and AI applications [7] Fund Holdings - **Zhongou Digital Economy Mixed Fund A**: Major holdings include Zhongji Xuchuang, with a 10.18% allocation, and other tech stocks [4] - **Ping An Advanced Manufacturing Theme Stock Fund A**: The top ten holdings account for only 36.90% of the portfolio, indicating a diversified approach [6] - **Zhonghang Trend Navigation Mixed Fund A**: Similar to other funds, it has a strong focus on the robotics sector, awaiting further updates from the second quarter report [7] Future Outlook - Fund managers express confidence in the potential of Chinese companies in the global AI landscape, anticipating significant innovations in core technologies [5]