Group 1 - A-shares market showed an overall decline in the morning session, with major indices experiencing varying degrees of drop, particularly in sectors like defense, textiles, and pharmaceuticals [1][3] - The concept of humanoid robots saw strong performance, with stocks like Jiangsu Leili and Shuanglin shares rising over 10% during the session [3] - Several stocks in the A-share market remained active, with companies like Zhunyou and Shandong Molong hitting the daily limit up for multiple consecutive trading days [4] Group 2 - The Hong Kong stock market also experienced a decline, with the Hang Seng Index and Hang Seng Tech Index both dropping over 1% at one point, while stocks like Tongcheng Travel and Trip.com saw significant losses [5] - Notably, China Oil Clean Energy Holdings surged with an intraday increase exceeding 170%, indicating a strong market reaction [2][7] - JD.com announced a new initiative aimed at hotel operators, offering a three-year zero-commission plan to enhance supply chain services and reduce operational costs in the hotel industry [5] Group 3 - In the domestic futures market, red dates futures saw a significant rise, with the main contract increasing over 4% and approaching the 9400 yuan/ton mark [8] - Recent research from Guangfa Futures indicated that the growth of gray dates in Xinjiang is normal, with farmers managing their harvest based on flowering progress, while market inventory remains high [8]

Investment Rating - The report maintains a "Recommended" rating for the humanoid robot industry, indicating that the industry index is expected to outperform the benchmark index by more than 10% [27]. Core Insights - The humanoid robot concept index experienced a decline of 1.93% from June 8 to June 13, 2025, underperforming the CSI 300 index by 1.68 percentage points. However, year-to-date, the humanoid robot index has risen by 31.54%, outperforming the CSI 300 index by 30.39 percentage points [2][12]. - The report highlights significant developments in the humanoid robot sector, including government initiatives to promote smart elderly care robots, advancements in product technology, and substantial investment activities [3][5]. Summary by Sections Weekly Market Review - From June 8 to June 13, 2025, the humanoid robot concept index fell by 1.93%, while the year-to-date performance shows an increase of 31.54% [12][18]. - Among A-share humanoid robot stocks, YS Tech saw the largest weekly gain of 36.22%, while Chaojie shares experienced the largest decline of 23.23% [18]. Weekly Hotspots Review Policy Developments - The Ministry of Industry and Information Technology and the Ministry of Civil Affairs announced a pilot program for smart elderly care robots, requiring at least 200 household applications and deployments in community and institutional settings [3][19]. Product Technology Iteration - NVIDIA's CEO stated that autonomous driving and robotics will thrive in the coming years, with the first embodied intelligent robot 4S store set to debut at the 2025 World Robot Conference [3][22]. - Significant technological advancements include the F-TAC Hand achieving human-level adaptive grasping capabilities and Figure's AI logistics system improving processing speed to 4.05 seconds per package [3][24]. Investment Activities - Leju Robotics completed a multi-billion yuan D-round financing, indicating strong market confidence in the humanoid robot sector [3][24]. Key Company Announcements - Xiangming Intelligent is expanding into humanoid robot joint module business through investments in Japan's BR Company and establishing a joint venture for service and medical robots [4][25]. - Beizhi Technology and Xingdong Era have formed a strategic partnership to promote humanoid robots in smart logistics applications [4][25].

中国基金报记者晨曦 大家好！来一起关注上午的市场行情和最新资讯~ 6月4日上午，A股市场红盘震荡。截至午间收盘，上证指数涨0.43%，深证成指涨0.91%，创业板指涨 1.22%。 稀土永磁概念股活跃 6月4日上午，稀土永磁概念股反复活跃。科恒股份突然拉升，冲上20cm涨停板。广晟有色2连板，中科 磁业、大地熊、金力永磁、盛和资源等涨幅居前。 | A股 港股 美股 全球 | | 图片三 | | --- | --- | --- | | 内地股票 | | | | 行情 | 资金净流入 | 涨跌分布 | | 上证指数 | 深证成指 | 北证50 | | 3376.58 | 10148.98 | 1439.84 | | +14.61 +0.43% +91.81 +0.91% +16.69 +1.17% | | | | 科创50 | 创业板指 | 万得全A | | 987.27 | 2027.16 | 5137.06 | | +5.56 +0.57% +24.46 +1.22% +36.47 +0.72% | | | | 沪深300 | 中证500 | 中证A500 | | 3871.88 5739.49 4538.1 ...

截至上午收盘，上证指数下跌0.52%，深证成指上涨0.08%，创业板指上涨0.16%。 （图片来源：东方财富APP，统计截至2025/5/16，不作投资推荐） 上天天基金APP搜索【777】开户即可领98元券包 ，优选科技基金10元起投！ 限量发放！ 先到先得！ 还记得前几年的ETC（电子收费）、TPMS （胎压监测系统）、EDR （汽车事件数据记录系统）概念 吗？今天上午，AEBS（自动紧急制动系统）概念来了，万安科技、豪恩汽电、路畅科技、亚太股份等 多只概念股涨停。 今天上午，A股市场依然是"跷跷板"行情。最近表现强势的大消费和高股息资产回调，美容护理板块领 跌；前两天弱势的大科技迎来反弹，人形机器人板块领涨。 5月12日，优必选科技牵手华为，在深圳正式签署全面合作协议。双方将围绕具身智能和人形机器人， 在产品技术研发、场景应用及产业体系等领域开展创新合作。 AEBS概念上涨 今天上午，AEBS概念表现活跃，多只概念股大涨。 消息面上，近日，工信部网站显示，《轻型汽车自动紧急制动系统技术要求及试验方法》完成起草，进 入公开征求意见阶段。 该文件将代替《乘用车自动紧急制动系统（AEBS）性能要求及试验方法》 ...

Group 1: AEBS Concept - The AEBS (Automatic Emergency Braking System) concept has gained attention, with multiple related stocks experiencing significant price increases [1][4] - The Ministry of Industry and Information Technology has completed the drafting of technical requirements and testing methods for light vehicle AEBS, which is now in the public consultation phase [4] - This new document will replace the previous performance requirements and testing methods, indicating a shift from a recommended standard to a mandatory requirement, potentially leading to large-scale pre-installation of AEBS in the automotive market [4] Group 2: Humanoid Robot Sector - The humanoid robot sector has seen a notable rise, with stocks like Yian Technology and Jingzhu Technology experiencing substantial gains [5][6] - Recent collaborations, such as the partnership between UBTECH and Huawei, focus on embodied intelligence and humanoid robots, aiming for innovation in product technology and application scenarios [9] - Additionally, Shenzhen Yujian Technology has signed a strategic cooperation agreement with Tencent Cloud to accelerate the deployment of humanoid robots in various settings [10] - Tesla's Optimus robots are in production, with plans to deploy thousands by the end of the year and a goal of one million units in five years, indicating a strong push towards scaling the humanoid robot industry [10]

1·[Table_Main] 行业研究|工业 证券研究报告 工业行业周报、月报 2025 年 05 月 08 日 [Table_Invest] 推荐|维持 [Table_Title] 奇瑞墨甲批量交付，外骨骼机器人表现 重点公司公告显示，金力永磁拟 1-2 亿元回购股份；悦安新材羰基铁 粉产品已应用于磁流变减震器领域；龙磁科技高端模压电感已通过某 知名半导体客户认证并开始小批量供货。 周观点 亮眼 ——人形机器人产业周报 [Table_Summary] 报告要点： 周度行情回顾 2025 年 4 月 28 日至 4 月 30 日，人形机器人概念指数上涨 4.22%， 相较沪深 300 指数跑赢 4.65pct；年初至今累计涨跌幅来看，人形机 器人概念指数上涨 34.41%，相较沪深 300 指数跑赢 35.72pct。 周度热点回顾 政策端，习近平总书记考察上海时强调要加快建设全球科技创新高地， 发挥人工智能在科技创新中的策源功能，智元机器人联合创始人 &CTO 彭志辉参与交流；河南省领导会见科大讯飞董事长，表示将支 持科大讯飞在人形机器人等领域深化合作，加速产业转型；湖北省政 府要求科学务实推进包括人形机器 ...

4月30日沪深两市涨跌不一，成交量有所放大。板块方面人形机器人、自动化设备涨幅居前，保险、银 行跌幅居前。人气股方面南方精工（002553）收于涨停，步步高（002251）、红宝丽（002165）跌幅居 前。值得注意的是，十大人气股中机器人相关概念股占据其中六席。下面是今日十大人气股排名的详细 情况。 | 4.30沪深两市 十大人气股排名 | | | | | | | --- | --- | --- | --- | --- | --- | | 个股人气排名 股票代码 | | 证券简称 | 收盘份 | 涨跌幅 (%) | 人气值 | | 1 | 002261 | 拓维信息 | 33.3 | 4.13 | 771.21万 | | 2 | 002165 | 红宝丽 | 12.44 | -2.05 | 585.27万 | | 3 | 002251 | 步步高 | 6.2 | -10.01 | 487.50万 | | 4 | 600580 | 卧龙电驱 | 25.72 | 6.86 | 436.26万 | | 5 | 601177 | 机内削进 | 20.09 | 3.03 | 351.40万 | | 6 | 00255 ...

每经记者 刘明涛 每经编辑 肖芮冬 这里，通过整合天风、安信、国信等10余家券商最新研报信息，为粉丝朋友带来4家公司简介，仅供参考。 4月30日，A股大小指数分化，沪指震荡走弱。截至上午收盘，上证指数跌0.08%报3283.97点，深证成指涨0.73%，创业板指涨1.01%，北证50涨3.19%，科创 50涨0.96%，中证A500涨0.29%。A股成交7282.14亿元。 | 3283.97 -2.68 -0.08% | | | | | 上证指数 000001 | ボ | | --- | --- | --- | --- | --- | --- | --- | | SSE 11:30:03 交易中 | | | | | 户深市场核心指数 / ● + | | | 金额 3111.03亿 关键比率 | | | | | | | | 成交量 | | 269.80 Z | | 2023 | | 2024 20250 | | 开盘 | | 3284.08 | 毛利率 | 17.19 | 17.22 | 17.17 | | 最高 | | 3292.20 | 净利率 | 9.01 | 9.31 | 10.72 | | 最低 | ...

| 30 日 | | --- | | 4 月 | | 年 | | 2025 | 期指：关注今日 PMI 数据 金 融 期 货 研 究 | maolei@gtht.com | | --- | | 毛磊 投资咨询从业资格号：Z0011222 | 【期指期现数据跟踪】 期指数据 | | 收盘价 | 涨跌幅% | 基 差 | 成交额-亿 | 成交量 | 变 动 | 持仓量 | 变 动 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 沪深300 | 3775.08 | ↓0.17 | | 1974.6 | | | | | | IF2505 | 3757.8 | ↓0.21 | -17.28 | 202.9 | 17994 | ↓4363 | 46271 | ↓3286 | | IF2506 | 3724.8 | ↓0.21 | -50.28 | 419.9 | 37569 | ↓533 | 134140 | ↓200 | | IF2509 | 3670 | ↓0.15 | -105.08 | 66.5 | 6039 | ↓207 | 54843 | ...

Market Overview - The A-share market experienced narrow fluctuations on April 29, with the Shanghai Composite Index down 0.05%, the Shenzhen Component Index down 0.05%, and the ChiNext Index down 0.13% [1][2]. Sector Performance - Significant adjustments were observed in the electric power sector, with multiple stocks such as Shaoneng Co., Leshan Electric Power, and Xichang Electric Power hitting the daily limit down [4]. - The consumer sector showed weakness, particularly in retail, liquor, and tourism, which saw the largest declines [1][2]. - Active sectors included PEEK materials, pet economy, chemical environmental protection, computing power, and humanoid robot concept stocks [1][3]. Capital Flow - Main capital inflows were noted in machinery, computer, and basic chemical sectors, while public utilities, non-bank financials, and oil & petrochemicals experienced net outflows [5]. - Specific stocks that attracted net inflows included Lioo Co. (8.81 billion), Zhaoyi Innovation (6.05 billion), and Sichuan Changhong (4.27 billion) [5]. - Conversely, stocks such as BYD, Shenghong Technology, and Magmi Tech faced net sell-offs of 4.07 billion, 3.89 billion, and 3.74 billion respectively [6]. Institutional Insights - CITIC Securities highlighted the short-term activity in the robotics sector while focusing on industry leaders for long-term investments [7]. - Shenwan Hongyuan noted that the market is in a weak consolidation phase, awaiting performance reports, while Zhongtai Securities suggested that individual stock uncertainties will decrease as annual and quarterly reports are released [8].