一、停复牌 1、仕佳光子：拟以购买光电子基金、刘晓明等5名交易对方合计持有的福可喜玛82.3810%股权；同时 拟向不超过35名特定投资者发行股份募集配套资金；股票复牌。 2、良品铺子：控股股东宁波汉意正在筹划重大事项，该事项可能导致公司控制权发生变更，股票停 牌。 三、业绩变动 1、国盛金控：预计上半年净利润1.5亿元-2.2亿元，同比增长236.85%-394.05%，经纪业务、投行业务业 绩同比有较好提升。 2、赛力斯：预计上半年净利润为27亿元到32亿元，同比上升66.20%到96.98%，公司二季度销量较一季 度相比有较大幅度的增长。 3、秦安股份：拟通购买亦高光电99%股权并募集配套资金，股票复牌。 二、投资合作、经营状况 1、巨星科技：取得来自某国际大型零售业公司的采购确认，采购标的为20V无绳锂电池电动工具系列 和相关零配件，预计订单整体采购金额为每年不少于3000万美元，超过公司2024年电动工具产品收入的 10%。 2、国星光电：拟定增募资不超过9.8亿元，用于"超高清显示Mini/Micro LED及显示模组产品生产建设 项目"等。 3、江丰电子：拟定增募资不超过19.5亿元，用于年产5 ...

7月9日，全球智能机器人企业极智嘉（股票代码：2590.HK）在香港交易所主板挂牌上市，标志着该公 司正式成为全球AMR仓储机器人市场首家上市企业。极智嘉首日开盘报16.9港元/股，收盘为17.7港元/ 股，略高于此前发售价16.80港元，市值超233亿港元。 据悉，极智嘉最终在本次IPO中发售共1.614亿股H股，募资总额为27.1162亿港元，是迄今为止规模最大 的机器人企业H股IPO，也是今年以来香港市场规模最大的非"A+H"科技企业IPO。其中，香港公开发售 超额认购133.62倍，国际配售获30.17倍认购，是今年港股最高倍数的国际配售Top 3，创下港股科技板 块最高国际配售倍数纪录。基石投资者包括国际资本巨头、顶级风投、国资力量与产业龙头，反映出资 本市场对于机器人赛道的战略共识。 最新数据显示，截至2025年4月30日的四个月，极智嘉录得订单收入10.16亿元，较2024年同期增加 33.4%，同期的收入录得同比增长。极智嘉认为，该增长反映了来自电商、第三方物流和制造业等核心 垂直领域的复购终端客户和新终端客户的持续强劲需求。"我们预期于2025年产生亏损净额，部分归因 于非经常性和非现金项目 ...

证券代码：002101 证券简称：广东鸿图 广东鸿图科技股份有限公司投资者关系活动记录表 编号：2025-04 答：公司以前有镁合金业务的工艺技术储备，目前有在做镁合 金方面的业务、技术布局。目前镁的原材料价格下降了，半固态成 型等工艺技术相对成熟了，主机厂在向镁合金方向尝试应用，公司 也有拿到部分主机厂的相关产品项目定点。 6、低空经济方面的业务情况？ 答：目前公司在低空经济领域，有拿到小鹏汇天的项目定点和 某客户的农用无人机的项目定点。公司积极对低空经济、具身智能 机器人等新兴领域进行业务拓展，当这些领域的业务有一定的规 模，公司切入这些新赛道的机会才会提高。 7、公司的海外业务情况如何？未来有无出海计划？ 1 3、公司主要的客户结构情况？未来会有什么样的预期？ 答：公司积极开拓市场，顺应市场潮流，随着新能源汽车渗透 率的不断提升，自主品牌的收入占比逐步提升，今年一季度的收入 主要增量就是来源于国内自主品牌客户的销量增长。 4、公司未来投资的主要方向？ 答：公司的投资主要是围绕压铸及内外饰两大业务板块开展， 包括海外新建产能、产业链横纵向延伸扩展等，还有一些新工艺、 新业务领域。二季度公司在郑州投资设立二 ...

Core Viewpoint - Zhejiang Kailesi Technology Group Co., Ltd. is planning to list on the Hong Kong Stock Exchange, aiming to raise funds for product development, technology enhancement, capacity expansion, global market strategy, and operational funding [1] Group 1: Company Overview - Kailesi Technology specializes in intelligent in-house logistics robots, offering a full range of products including Multi-directional Shuttle Robots (MSR), Autonomous Mobile Robots (AMR), and Conveying Sorting Robots (CSR) [2] - The company is one of the few that has mastered full-stack robotic technology and offers a comprehensive self-developed product lineup, covering all core functions of in-house logistics [2] Group 2: Market Growth vs. Company Performance - The global intelligent in-house logistics robot market is projected to grow from RMB 42.6 billion in 2020 to RMB 118.3 billion in 2024, and reach RMB 344.1 billion by 2030 [2] - However, Kailesi Technology's revenue growth has lagged behind the industry, with revenues of RMB 660 million in 2022, declining to RMB 550 million in 2023, and only rising to RMB 720 million in 2024, resulting in a compound annual growth rate of 4.8%, significantly below the market's 33.4% [2] Group 3: Financial Performance - The company has reported losses for three consecutive years, with annual losses of RMB 210 million, RMB 240 million, and RMB 180 million from 2022 to 2024, totaling RMB 630 million [3] - Despite a reduction in losses in 2024, the ongoing losses indicate an immature profit model [3] Group 4: Cost Control Measures - In an effort to reduce losses, the company initiated a cost-cutting strategy in 2024, reducing sales expenses from RMB 690 million in 2022 to RMB 410 million in 2024 (a 41% decrease), R&D expenses from RMB 950 million to RMB 620 million (a 34% decrease), and administrative expenses from RMB 780 million to RMB 610 million (a 22% decrease) [3] - Despite these efforts, the company's gross margin remained low, with figures of 15.7%, 16.6%, and 15.7% from 2022 to 2024, well below the industry average of 27.3% [3] Group 5: R&D Investment Trends - R&D investment has decreased over the past three years, from RMB 946 million in 2022 to RMB 620 million in 2024, a cumulative reduction of 34% [4] - In 2024, R&D expenses accounted for 8.6% of revenue, nearly equal to administrative expenses [4] Group 6: Customer Concentration and Stability - The concentration of customers has decreased, but the customer structure remains unstable, with the top five customers accounting for 48.0%, 49.7%, and 34.3% of revenue from 2022 to 2024 [5] - The largest customer's revenue share has declined, representing only 10.8% of total revenue in 2024, with no single customer generating over RMB 100 million annually [6]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 出品：新浪财经上市公司研究院 作者：喜乐 近日，浙江凯乐士科技集团股份有限公司Zhejiang Galaxis Technology Group Co., Ltd.（以下简称"凯乐士科技"）在港 交所递交招股书，拟在香港主板挂牌上市，国泰君安国际和中信证券担任联席保荐人。 根据招股书，本次港股IPO募集资金将用于：1）推进公司的核心机器人产品线，以加强公司的市场地位，拓宽公司 的解决方案供应，并加强公司在场内物流机器人领域的领导地位；2）研发公司的底层技术和软件能力开发，以加强 公司的技术能力并提升公司的产品性能，使公司能够为客户提供更智能和高效的解决方案；3）产能扩张和制造能力 提升；4）执行公司的全球市场扩张战略，这对于建立公司的国际影响力和在关键的海外市场捕捉机会而言至关重 要；5）营运资金及其他一般公司用途，以支持公司的日常营运及整体业务增长。 凯乐士科技正站在IPO的关键节点，试图借助资本市场的力量实现跨越式发展。然而，在全球智能场内物流市场快 速增长的机遇面前，公司需要正视自身存在的诸多问题：如何改善盈利状况、提升市场竞争力 ...

2024年11月25日，山东省正式批复，同意在济南市历下区设立省级经济开发区，定名为山东历下经济开 发区，成为济南第14家省级以上开发区。 张晓刚说，自经开区获批以来，区委、区政府高度重视经开区规划建设工作，聚焦土地性质调整、产业 规划编制等关键环节，梳理重点任务，建立工作台账，加大推进力度，加快破题起势。 齐鲁晚报·齐鲁壹点 夏侯凤超 获批复过半年，历下经济开发区（以下简称"历下经开区"）再次成为焦点。 7月8日，济南市一场新闻发布会上，历下经开区被视为历下区贯彻落实全市"工业强市"战略的核心抓 手。 半年来，历下经开区交出了怎样的答卷？有哪些新进展，又透露出哪些新信号？ 半年成绩单：从"规划蓝图"到"产业实景" "历下经济开发区是历下区贯彻落实全市工业强市战略的核心抓手。"7月8日的新闻发布会上，历下区委 常委、副区长张晓刚说。 推进和破题，首先需要高标准规划引领。 据介绍，历下经开区紧扣全市"13+34"产业链体系，锚定"X+2"主导产业定位，确定现代医药、电子信 息两大主导产业，聚焦细胞与基因治疗、高端软件两大特色方向，前瞻布局脑机接口、智能机器人、生 成式人工智能等未来产业，着力打造现代化科创高地。 ...

Group 1 - Trump threatens to impose high tariffs on copper and pharmaceuticals, with a potential 200% tariff on imported drugs and a 50% tariff on copper starting from August 1, 2025 [3][4] - The State Council issued an opinion on enhancing the mechanism for efficiently completing key tasks, emphasizing the management of key task lists and inter-departmental collaboration [3][4] Group 2 - GAC Fiat announced bankruptcy, marking a significant event in the automotive industry [9] - Huayin Electric has seen a significant trading volume, with an 80.95% turnover rate over the past six trading days, indicating heightened investor interest [10] - Juhua Co. expects a net profit increase of 136% to 155% year-on-year for the first half of the year, reflecting strong financial performance [13] - Shenhua Development anticipates a net profit increase of 732.89% to 830.88% year-on-year for the first half of 2025, indicating robust growth [20]

Group 1 - The State Council issued an opinion on July 8 to promote a mechanism for the regular advancement of key matters, emphasizing the management of key item lists and enhanced departmental collaboration [2] - The National Development and Reform Commission, the Ministry of Industry and Information Technology, and the National Energy Administration released a notice on the construction of zero-carbon parks, supporting various stakeholders in exploring paths for high renewable energy supply and consumption [2] - Hangzhou city is soliciting opinions on measures to support the innovation and development of brain-like intelligent future industries, focusing on building a robust industrial chain and enhancing technological capabilities [3] Group 2 - Huayin Power has seen a cumulative turnover rate of 80.95% over the past six trading days, significantly higher than the industry average [5] - Juhua Co. expects a net profit increase of 136% to 155% year-on-year for the first half of the year [5] - Shenfen Real Estate anticipates a net profit increase of 1411.7% to 2034.17% year-on-year for the first half of the year [5] - Shengnong Development projects a net profit increase of 732.89% to 830.88% year-on-year for the first half of 2025 [5] Group 3 - The controlling shareholder of Aowei New Materials is planning a change in control, and the stock has resumed trading [6] - Dayang Electric is planning to issue H-shares and list on the Hong Kong Stock Exchange [6] - Deep Wisdom has signed a nearly 100 million yuan supply agreement with an industry leader, marking a significant order in the field of embodied intelligent robots [6]

关于具身智能，我是有一些猜想的，至于对不对，见仁见智吧！ 过去的五个月里，整个中国机器人行业吸引到的投资金额，已经像坐火箭一样冲到了232亿元人民币！ 这个惊人的数字，甚至比整个2024年全年大家投入的钱（209亿）还要多。 整个圈子都已经感受到了一股前所未有的"抢钱"热潮。 这股热潮的核心，聚焦在"具身智能"这个听起来有点高大上、但说白了就是让机器人变得更"聪明"、更 能像人一样理解和适应真实世界的前沿领域。 过去，像美团、字节跳动、阿里、腾讯这些互联网巨头下场投资机器人，大家还觉得挺正常。 但今年有个特别扎眼的新变化：连比亚迪、宁德时代这样的制造业"巨无霸"也大手笔杀了进来！ 全球各国政府、科技巨头、产业链龙头、科研机构和资本都纷纷重金押注，一场围绕机器人的全球竞赛 已经白热化，中国凭借强大的制造基础和科研实力，成为了这场竞赛中举足轻重的选手。 有意思的是，虽然投资机构们抢着送钱，给出的投资额往往超出创业者的预期，但很多机器人公司的老 板们心里却有点"委屈"，他们普遍觉得，自己公司的"身价"（估值）被市场给看低了。而这，正是中国 智能机器人产业目前所处的特殊阶段，如果我们把眼光放长远，看到这个领域未来可能 ...

Group 1: Market Overview - The A-share market experienced a rebound on July 8, with the technology sector showing signs of recovery, as evidenced by the 1% increase in the Sci-Tech Chip 50 ETF (588750) by 10:39 AM [1] - The Sci-Tech Chip 50 ETF (588750) attracted over 88 million yuan in capital inflow over the past five days, indicating strong investor interest in the high-growth Sci-Tech chip sector [1] Group 2: Individual Stock Performance - Among the index constituents of the Sci-Tech Chip 50 ETF, most stocks showed mixed performance, with Lexin Technology rising by 8.96% and Yuanjie Technology increasing by over 5%, while some stocks like Haiguang Information and Cambrian experienced slight declines [3] - The top ten constituents of the Sci-Tech Chip 50 ETF include major players like SMIC and Haiguang Information, with trading volumes and estimated weights provided for each [3] Group 3: Company News - Lexin Technology announced a profit forecast for the first half of 2025, projecting a net profit of 250 to 270 million yuan, representing a year-on-year growth of 65% to 78%, driven by the accelerated adoption of its wireless SoC solutions across various digital scenarios [4] - A major domestic DRAM storage company has initiated listing guidance, with a pre-investment valuation of approximately 140 billion yuan, following a strategic investment of 1.5 billion yuan from a chip giant [4] Group 4: Industry Insights - The DRAM market is dominated by three major players from South Korea and the U.S., holding 95% of the global market share, but domestic leaders are rapidly increasing capacity to compete [5] - Predictions indicate that the domestic DRAM storage company could see a 50% year-on-year increase in DRAM shipments by 2025, with its market share expected to rise from 6% to 8% within the same timeframe [5] - The storage sector is expected to benefit from sustained price increases, driven by AI applications and accelerated domestic production, with forecasts suggesting a 30-40% increase in contract prices for DDR4 in Q3 [6] Group 5: Semiconductor Sector Outlook - The semiconductor industry is anticipated to maintain optimistic growth through 2025, driven by emerging applications such as AI, while domestic companies are expected to reduce reliance on foreign chips significantly [6][7] - The demand for precision electronic components is increasing due to the expansion of new fields like low-altitude economy and commercial aerospace, pushing for advancements in miniaturization and integration [7]