9万9买个人形机器人？别想端茶倒水，9万9的版本只是个遥控玩具，要想会跳舞、有双能干活的手，40 万起步。所以人形机器人到底能干啥？ ...

截至2025年8月15日 10:44，中证稀土产业指数强势上涨2.74%，成分股铂科新材、金田股份、华宏科技 纷纷10cm涨停，卧龙电驱，中科三环等个股跟涨。稀土ETF嘉实(516150)上涨2.61%。 流动性方面，稀土ETF嘉实盘中换手5.17%，成交2.50亿元。拉长时间看，截至8月14日，稀土ETF嘉实 近1月日均成交3.40亿元，排名可比基金第一。 规模方面，稀土ETF嘉实近2周规模增长5.82亿元，实现显著增长，新增规模位居可比基金第一。份额 方面，稀土ETF嘉实近2周份额增长2.28亿份，实现显著增长，新增份额位居可比基金第一。 资金流入方面，拉长时间看，稀土ETF嘉实近10个交易日内有6日资金净流入，合计"吸金"3.10亿元。 截至8月14日，稀土ETF嘉实近1年净值上涨80.39%，指数股票型基金排名121/2961，居于前4.09%。从 收益能力看，截至2025年8月14日，稀土ETF嘉实自成立以来，最高单月回报为41.25%，最长连涨月数 为4个月，最长连涨涨幅为83.89%，上涨月份平均收益率为10.02%。 数据显示，截至2025年7月31日，中证稀土产业指数前十大权重股分别为北方稀 ...

8月15日早盘，A股三大指数全线翻红，创业板指一度涨超1%。截至发稿，沪指涨0.17%，深成指涨0.55%，创业板指涨0.75%。全市场超4200只个股上 涨。 从板块上来看，PEEK材料板块涨幅居前，房地产、建材、基本金属等板块跟涨；而银行、保险、汽车等板块震荡调整。 | | | Wind热门概念指数 | | | | Wind中国行业指数 | | | --- | --- | --- | --- | --- | --- | --- | --- | | PEEK材料 | 液冷服务器 | 炒股软件 | 电源设备 | 发电设备 | 摩托车 | 建材 | 草本金属 | | 5.61% | 3.95% | 3.95% | 3.08% | 3.48% | 3.11% | 2.25% | 2.18% | | 电路板 3.03% | 光刻机 3.00% | 稀土 2.60% | 风力发电 2.56% | 工业机械 2.12% | 石油化工 1.94% | 汽车零部件 1.80% | 化纤行业 1.80% | | 化学纤维 2.50% | 氟化工 2.42% | 乳业 -0.35% | 日酒 -0.38% | 券商 1.77% ...

Market Overview - A-shares saw all three major indices turn positive, with over 4,200 stocks rising in the market [1] - The Shanghai Composite Index rose by 0.17%, the Shenzhen Component Index increased by 0.55%, and the ChiNext Index gained 0.75% [1] - In the Hong Kong market, all three indices fell by over 1% [2] Sector Performance - The PEEK materials sector led the gains, with significant increases in stocks such as New Han New Materials and Hua Mi New Materials, both rising over 12% [9][10] - Real estate stocks experienced a surge, with companies like Quzhou Development and Xinda Real Estate hitting the daily limit [4][5] - The building materials sector also saw a rally, with International Composite Materials achieving a 20% limit up [6][7] - Non-ferrous metal stocks showed strong performance, with companies like Feili Hua and Nord Shares rising over 10% [12][13] Policy and Economic Indicators - Recent policy adjustments in Hainan and Beijing aim to optimize real estate regulations, which may boost market expectations and housing demand [8] - The National Bureau of Statistics reported a decrease in housing prices across 70 major cities, indicating a narrowing year-on-year decline [8] Investment Opportunities - The rapid development of humanoid robots is expected to significantly increase the demand for PEEK materials, which are lightweight and high-strength, suitable for various applications [11] - The automotive industry's trend towards lightweight and electrification is projected to drive explosive growth for high-performance engineering plastics like PEEK by 2025 [11]

Group 1 - The rapid development of humanoid robots will significantly drive the demand for PEEK materials, which are high-strength lightweight materials that can replace metals, achieving notable weight reduction. The density of PEEK is about half that of aluminum alloy while maintaining high strength and rigidity [2][3] - Specific applications of PEEK materials in humanoid robots include PEEK composite gear for joints and limbs, PEEK bearings for joints with excellent wear resistance, and PEEK skeletons that are 40% lighter than metal alternatives while meeting load and flexibility requirements. The estimated PEEK usage per robot is 6.6 kg, potentially leading to a market space of 3 billion yuan if 1 million humanoid robots are sold by 2030 [2][3] Group 2 - The acceleration of lightweight and electrification trends in the automotive industry is expected to lead to explosive growth in high-performance engineering plastics like PEEK by 2025. PEEK is used in traditional fuel vehicles for bearings and seals, and in electric vehicles for lightweight components to reduce energy consumption and improve range [2][3] - The global market size for PEEK in the automotive sector is projected to exceed 3 billion USD by 2025 [2] Group 3 - In the medical field, PEEK products include artificial spinal implants, artificial joints, bone repair replicas, and surgical instruments due to their excellent biocompatibility, which closely matches the rigidity of human bones. The domestic demand for medical-grade PEEK materials for spinal and cranial repair products is expected to reach 32.8 tons and 47.9 tons by 2027, with market sizes of 377 million yuan and 208 million yuan respectively [3] Group 4 - The global market for semiconductor manufacturing PEEK materials is expected to reach approximately 469 million USD in 2024 and grow to 758 million USD by 2031, with a CAGR of 7.2% from 2025 to 2031 [4] Group 5 - The global aerospace PEEK materials market is anticipated to exceed 2 billion USD by 2025, driven by the demand for lightweight components in high-end aircraft and the rapid growth of commercial space [4] Group 6 - The potential market size for PEEK materials in the low-altitude economy is estimated to reach 125 billion yuan by 2027, driven by the demand for lightweight materials in drones and eVTOLs [4] Group 7 - Companies such as 富春染织, 中研股份, 恒勃股份, and others are focusing on PEEK applications in various sectors including semiconductors, medical devices, and humanoid robots, with ongoing research and development efforts [5][6][7][8][9][10][11][12][13]

| 截至上半年末，信维通信总资产为12,904,916,951.87元，同比增长3.49%；归属于上市公司股东的净资产为7,430,580,746.98元，同比增长 | | --- | | 1.66%。 | | | 本报告期 | 上年同期 | 本报告期比上年同期增减 | | --- | --- | --- | --- | | 营业收入(元) | 3, 703, 080, 718. 69 | 3,745,997,971.38 | -1. 15% | | 归属于上市公司股东的净利 | 161, 832, 350. 59 | 202,740,222,89 | -20. 18% | | 润(元) | | | | | 归属于上市公司股东的扣除 非经常性损益的净利润 | 115, 124, 749. 91 | 152,648,903.85 | -24. 58% | | (元) | | | | | 经营活动产生的现金流量净 | 1, 077, 735, 712. 83 | 599,600,849.69 | 79. 74% | | 额(元) | | | | | 基本每股收益(元/股) | 0. 1699 | 0. 2095 ...

A股三大指数今日低开高走，创业板指领涨。机器人板块个股早盘表现亮眼，均普智能大涨超13%，博众精工涨超9%。 受重仓股上涨影响，深市规模最大的机器人ETF（159770）开盘直线拉升，盘中涨约1%。 有券商表示，板块前期回调较多+国内外机器人产业链涌现积极变化，人形机器人板块情绪回暖，2025世界人形机器人运动会等多项重磅活动均有望为板 块带来持续催化。 每日经济新闻 昨日，全球首个世界人形机器人运动会火热开幕，来自全球16个国家的280支队伍参赛，国内队伍包括天工、宇树科技、加速进化、松岩动力、傅利叶 等，基本覆盖了头部人形机器人整机企业。百米"飞人"大战、足球、武术、自由搏击等项目成为关注焦点。 作为国家战略重点，人形机器人近年来发展进程加速，有望成为新质生产力的"新引擎"。有分析认为，中国人形机器人市场规模到2030年将达到近380亿 元，2024-2030年复合增长率将超过61%。 随着人形机器人不断取得突破性进展，深市最大的机器人ETF（159770）备受资金关注和青睐，该ETF近3日连续获资金净流入，累计超3.8亿，最新规模 已突破70亿元，再创历史新高。 ...

据悉，该技术核心创新突破在于将model-basedcontrol与RL算法深度融合，构建了灵活的融合运控系统 ——既能快速调整动作、加速算法迭代，又有效解决了柔性环境中运动稳定性不足、强化学习参数难 调、迭代周期长等行业痛点，让复杂动作控制更精准稳定。 此外，现场走秀环节，"夸父"步伐拟人且姿态自然。它搭载了最新基于强化学习的步态控制器，不仅能 更流畅、自然地行走，还能实时协同上肢运动。 专题：2025世界人形机器人运动会 乐聚团队表示，这次步态升级，提升了"夸父"在工业、商服等真实场景中的工作效率和泛化能力，是推 动人形机器人向更实用、更通用方向迈出的重要一步。（罗宁） 在2025世界人形机器人运动会开幕式上，乐聚全尺寸人形机器人"夸父"精彩亮相，参与太极表演、走秀 环节。 在太极表演中，"夸父"实现了复杂动作的流畅演绎，展现出稳定的动态平衡能力与精准的动作控制水 平。 责任编辑：王翔 ...

Group 1 - The robotics sector showed strong activity on August 15, with the Robotics ETF (159770) rising by 0.72% and trading volume exceeding 500 million yuan [1] - The ETF experienced a net inflow of over 150 million yuan on August 14, accumulating over 400 million yuan in the past five trading days, reaching a record high of 7.062 billion yuan [1] - The ETF closely tracks the CSI Robotics Index, with significant holdings in companies like Huichuan Technology, iFlytek, and Stone Technology [1] Group 2 - The 2025 World Humanoid Robot Games opened on August 14, featuring strong participation from both domestic and international teams, including 127 brands and over 500 humanoid robots [1] - The humanoid robot industry is entering a phase of diversification, with increasing applications in industrial settings, indicating a promising trend for commercialization [2] - The industry is advised to monitor events related to humanoid robot manufacturers' achievements, which could serve as catalysts for growth [2]

Monetary Policy - The central bank announced a 500 billion yuan reverse repurchase operation with a 6-month term on August 15, indicating a commitment to maintaining reasonable liquidity in the market[2] - Cumulative reverse repurchase operations in August have exceeded 30 billion yuan, signaling a proactive liquidity management approach by the central bank[2] Economic Indicators - The U.S. Producer Price Index (PPI) rose by 3.3% year-on-year in July, the highest level since February, surpassing the expected 2.5%[3] - Core PPI increased by 3.7% year-on-year, exceeding the forecast of 2.9% and the previous value of 2.6%[3] Market Performance - The total market capitalization of A-shares is 97.72 trillion yuan, with a year-to-date increase of 1.186 trillion yuan[14] - The average daily trading volume in A-shares is 1,457.11 billion yuan, reflecting active market participation[14] Sector Analysis - The top three sectors for net capital inflow are computer, coal, and real estate, while the sectors with the highest net outflow are computer, electronics, and pharmaceutical[23] - The proportion of trading in the TMT sector increased by 0.79% to 33.05% on August 13, indicating growing investor interest[28] Risks - Potential risks include policy measures falling short of expectations, unexpected adjustments in the real estate market, and escalating tensions between China and the U.S.[30]