机器人板块今日低开高走，截至10:35，国证机器人产业指数上涨0.8%，奥比中光-UW涨超7%，奥 普特、绿的谐波涨超3%。截至昨日，跟踪该指数的机器人ETF易方达（159530）本月已"吸金"超15亿 元，产品最新规模较年初增超17倍，增速位居股票型ETF前三。 昨日，具身智能机器人公司逐际动力正式发布全尺寸通用人形机器人LimX Oli，售价15.8万元起。 据悉，该机器人身高165cm，拥有31个机身自由度，主要面向AI科研人员、机器人开发者及解决方案系 统集成商等泛通用机器人从业者，为复杂感知、运动控制与交互算法的训练、验证和落地提供全方位的 高效支持。 国证机器人产业指数覆盖机器人产业链各核心环节，今年4月10日指数修订生效后，人形机器人相 关成分股权重在所有ETF跟踪的指数中居于第一。Wind数据显示，自修订生效至昨日，该指数已累计涨 近20%，涨幅领跑其他同类指数。机器人ETF易方达（159530）规模在该指数相关产品中居第一，可助 力便捷布局产业发展机遇。 每日经济新闻 （责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内 ...

领益智造7月31日在互动平台表示，公司的人形机器人业务已逐步产生收入，涉及到各类机加工结构 件、核心零部件、关节等模组、整机组装等全链路环节。 ...

阿莱德（301419.SZ）7月31日在投资者互动平台表示，公司的TPAD系列导热垫片及TGEL系列导热凝胶 产品均可应用于人形机器人的核心关节部位，以保障机器人的性能、寿命与安全性。公司严格遵循商业 保密协议与约定，因此不便披露客户信息。人形机器人作为新兴产业，其后续发展的规模与收益存在不 确定性，公司始终以开放的心态探索新领域的合作机遇。敬请广大投资者谨慎决策，注意投资风险。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：贵司去年开始给国内头部人形机器人公司的产品测 试，与哪些头部客户有合作？有哪些实质进展来提升公司市值？ ...

中国人形机器人目前应用范围更广，大会上轮式机器人演示多于双足机器人，行业获得了显著进步，具 体体现在：(1)今年对应用场景的探索更具针对性和积极性，涵盖制造业、仓储物流、消费零售、家庭 及老年护理等领域;(2)产品有了显著改进，人形机器人更多地走下展示台，进行互动任务演示;(3)工作原 型明显趋向于自动导引车(AGV)式的轮式底座，而非全驱动的双足行走，这表明行业正务实地转向近期 可商业化的方向，高盛注意到这可能对行星滚柱丝杠组件类股票产生负面影响;(4)成本曲线进一步下 降，但降幅并不显著。尽管如此，操作仍然是核心挑战，特别是在成功率、稳健性和可靠性方面。 智通财经APP获悉，高盛发布研报称，世界人工智能大会调研显示，人形机器人行业的显著进步令高盛 备受鼓舞。同时快手-W(01024)展示了其最新的灵境大模型升级成果，主要亮点包括推出灵境大模型"灵 动画布"和多图参考功能，以及应用场景和企业客户渗透率的稳步扩大，该行认为灵境大模型2025年的 收入有望达到1.4亿美元以上，下一个值得关注的事件是8月底2025年业绩公布后其关于灵境大模型的指 引更新，予12个月目标价为68港元。 ...

Core Insights - The report highlights the ongoing development and commercialization of humanoid robots, supported by industrial funds for innovative breakthroughs, with related stocks including Zhongdali De (002896) and Industrial Fulian (601138) [8] - The implementation of stablecoin regulations in Hong Kong is accelerating the global layout of digital financial infrastructure, with related stocks such as Sifang Jingchuang (300468) and Hengsheng Electronics (600570) [8] - The first intelligent storage scheduling platform in the country has been launched to promote the integration of computing and networking, with related stocks including Unisplendour Corporation (000938) and Zhongke Shuguang (603019) [8] Company Focus - Redick (300652) has completed the development of planetary roller screw products, covering all types and achieving mass production [10] - Jinyi Culture (002721) has collaborated with several banks on digital RMB products through its subsidiary Kaike Weishi, and is also involved in AI large model-related projects [10] - Wantong Intelligent Control (300643) has signed an exclusive sales and cooperation contract with Shanghai Shenming Aosi Semiconductor Technology Co., Ltd. for the production and sale of boards based on the Fellow 1 model chip [10] Market Review and Outlook - On July 30, the total trading volume in the two markets was 1,844.3 billion yuan, with 1,632 stocks rising and 3,376 stocks falling, indicating an increase of 41.1 billion yuan compared to the previous day [12] - The major indices opened flat and experienced wide fluctuations, with the exception of the Shanghai Composite Index, which closed slightly higher, while other important indices closed with small losses [12] - Market hotspots included significant gains in sectors such as film, oil and gas, and dairy, while sectors like digital currency and diversified finance saw declines [12][13]

研究早观点 2025 年 7 月 31 日 星期四 市场走势 资料来源：最闻 国内市场主要指数 | 指数 | | 收盘 | 涨跌幅% | | | --- | --- | --- | --- | --- | | 上证指数 | | 3,615.72 | 0.17 | 持续上涨 | | 深证成指 | | 11,203.03 | -0.77 | | | 沪深 | 300 | 4,151.24 | -0.02 | | | 中小板指 | | 6,961.64 | -0.47 | | | 创业板指 | | 2,367.68 | -1.62 | | | 科创 | 50 | 1,058.57 | -1.11 | | 资料来源：最闻 分析师： 李明阳 【今日要点】 2019 年 2 月 21 日 星期四 请务必阅读最后股票评级说明和免责声明 1 【宏观策略】海外市场周观察（20250721~20250727） 【行业评论】化学原料：新材料周报（250721-0725）-世界人工智能大 会正式开幕，人形机器人领域材料有望实现高速发展 【山证农业】海大集团 2025 年半年报点评-饲料业务基本面显著回升 【山证专精特新】安培龙（30 ...

产业层面，近期世界人工智能大会、世界机器人大会及首届世界人形机器人运动会相继开幕，首程控股 旗下多家被投企业——包括宇树科技、银河通用、松延动力、加速进化、云深处及墨现科技等——悉数 登场，集中展示在人形机器人、具身智能、环境感知及场景应用等领域的前沿成果。 值得关注的是，近期首程控股被投企业的资本化进程也在持续加速。人形机器人领军企业宇树科技与创 新药企艺妙神州近期相继官宣启动科创板IPO程序，为首程控股带来潜在的价值兑现机遇，也印证了其 在新兴产业投资布局的前瞻性与精准判断力。 首程控股(0697.HK)本周内连续出手回购，于本周二、周三斥资近3800万港元，回购2065万股公司股 份，回购均价约1.83港元。此举进一步强化了管理层对公司长期价值的信心传递。 进入7月以来，首程控股回购动作持续发力，月内回购总额已突破6600万港元，累计回购股份超3600万 股，成为近期港股市场上表现活跃的回购主体之一。公司明确表示，回购计划是稳定市值、履行股东承 诺的关键举措，更彰显了其对机器人、医疗健康等新兴战略赛道发展前景的深度认同。 ...

Core Insights - The venture capital industry is showing signs of recovery, with significant improvements in fundraising and investment activities compared to previous years [1][2] - The industry is undergoing profound changes, with a focus on nurturing high-quality projects and adapting to new policies that encourage long-term investments [1][2] Fundraising - In the first half of this year, the amount pledged by institutional LPs increased by 50% year-on-year, ending a continuous decline since 2020 [1] - The overall scale of investment and financing saw a reduction in decline from 50% in the same period last year to just 5% [1] Investment - A total of 131 Chinese companies went public in A-shares, Hong Kong, and US markets in the first half of 2025, with 56% receiving support from VC/PE [1] - The Hong Kong IPO market has shown strong performance, and diverse exit strategies such as mergers and acquisitions are becoming more mature [1] Industry Transformation - The emergence of high-quality projects like DeepSeek, Yushu Technology, and Yingshi Innovation highlights the international competitiveness of Chinese technology brands [1] - Policies such as "Venture Capital Seventeen Articles" and "State Council No. 1 Document" are being introduced to attract long-term capital from banks, insurance funds, and social security [1] Value Creation - The venture capital industry is encouraged to adopt a long-term perspective, moving beyond short-term financial models to discover and nurture value [2][3] - There is a call for venture capital firms to extend their value beyond mere funding, acting as long-term partners to startups and enhancing post-investment support [2] Ecosystem Development - The industry is urged to foster an open and inclusive innovation ecosystem, collaborating with research institutions, industry resources, and local governments to support the growth of innovative technologies [3] - The focus is on creating a vibrant and resilient technological innovation ecosystem that supports the entire lifecycle of innovative enterprises [3]

麦迪科技主营业务为医疗信息化和智能机器人研发。公司产品包括医疗信息化系统和康养机器人等，目 前已接入国内2400余家医疗机构。公司所属行业为软件开发，同时涉及人形机器人等新兴技术领域。 在2025人工智能产品应用博览会上，麦迪科技展示了其最新研发的康养机器人产品。据公司副总经理罗 钰熹介绍，该产品具备与老人进行语言交流、情感互动等功能，并能提供健康监测和安全陪护服务。公 司表示，其产品经历了从无接触到半接触、轻接触的技术迭代过程。 从资金流向来看，7月30日麦迪科技主力资金净流出3779.26万元，占流通市值的0.77%。过去五个交易 日累计净流出资金达21206.26万元，占流通市值的4.34%。 风险提示：股市有风险，投资需谨慎。 截至2025年7月30日收盘，麦迪科技股价报15.95元，较前一交易日下跌0.10元，跌幅0.62%。当日成交 量为167552手，成交金额达2.64亿元。该股开盘价为15.98元，盘中最高触及15.98元，最低下探至15.41 元，振幅为3.55%。 ...

Core Viewpoint - Longxi Co., Ltd. is experiencing a decline in stock price and has reported limited short-term contributions from its humanoid robotics business, which is still in the development phase [1][2]. Group 1: Company Overview - Longxi Co., Ltd. specializes in the research, production, and sales of joint bearings and related mechanical components, with applications in construction machinery, rail transportation, and wind power [1]. - The company operates three manufacturing facilities focused on joint bearings and related products [1]. Group 2: Financial Performance - As of July 30, 2025, Longxi's stock price closed at 21.63 yuan, reflecting a decrease of 2.52% from the previous trading day, with a trading volume of 354 million yuan [1]. - On the same day, the net outflow of main funds for Longxi Co., Ltd. was 75.74 million yuan [2]. Group 3: Business Development - The humanoid robotics sector is currently in the research and small-scale sampling/testing phase, contributing minimally to the company's performance in the short term [1].