截至发稿，华龙累计任职时间3年93天，现任基金资产总规模359.57亿元，任职期间最佳基金回报 108.9%， 任职期间最差基金回报-15.08%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，华夏基金旗下1只基金位居克来机电十大流通股东。华夏中证机器人ETF（562500）三季度 增持80.88万股，持有股数434.13万股，占流通股的比例为1.66%。根据测算，今日浮亏损失约442.81万 元。连续3天下跌期间浮亏损失377.69万元。 华夏中证机器人ETF（562500）成立日期2021年12月17日，最新规模227.98亿。今年以来收益21.62%， 同类排名2315/4208；近一年收益19.21%，同类排名2120/3972；成立以来亏损5.51%。 华夏中证机器人ETF（562500）基金经理为华龙。 11月21日，克来机电跌5.2%，截至发稿，报18.58元/股，成交6316.04万元，换手率1.26%，总市值48.72 ...

Core Insights - Jiangsu Beiren's stock price increased by 5.2% on October 9, reaching 29.15 CNY per share, with a trading volume of 148 million CNY and a turnover rate of 4.35%, resulting in a total market capitalization of 3.457 billion CNY [1] - The stock has seen a cumulative increase of 5.4% over the past three days [1] Company Overview - Jiangsu Beiren Intelligent Manufacturing Technology Co., Ltd. was established on December 26, 2011, and went public on December 11, 2019 [1] - The company specializes in providing automation and intelligent system integration solutions for industrial robots, focusing on flexible automation and intelligent workstations and production lines [1] - Revenue composition includes: 76.29% from welding industrial robot system integration, 12.55% from energy storage systems, 5.19% from non-welding industrial robot system integration, 3.24% from other sources, 1.89% from custom fixtures, and 0.85% from supplementary sources [1] Shareholder Insights - Among the top ten circulating shareholders, Huaxia Fund's Huaxia CSI Robot ETF (562500) increased its holdings by 381,400 shares in Q2, totaling 2.1271 million shares, which represents 1.79% of circulating shares [2] - The ETF has generated an estimated floating profit of approximately 3.063 million CNY today and 3.0204 million CNY during the three-day increase [2] - The Huaxia CSI Robot ETF was established on December 17, 2021, with a current size of 14.471 billion CNY and has achieved a year-to-date return of 40.61% [2]

Group 1 - The core viewpoint of the news is that KLA Electric experienced a 5.3% increase in stock price, reaching 21.07 CNY per share, with a trading volume of 118 million CNY and a turnover rate of 2.19%, resulting in a total market capitalization of 5.525 billion CNY [1] - KLA Electric, established on May 30, 2003, and listed on March 14, 2017, is located in Baoshan District, Shanghai. The company specializes in modern electromechanical intelligent equipment and industrial robot system integration [1] - The main revenue composition of KLA Electric includes 60.99% from automotive parts, 37.92% from intelligent equipment products, and 1.09% from other supplementary sources [1] Group 2 - Among the top circulating shareholders of KLA Electric, a fund under Huaxia Fund has increased its holdings in KLA Electric by 635,900 shares, bringing its total to 3.5325 million shares, which accounts for 1.35% of the circulating shares [2] - The Huaxia CSI Robot ETF (562500), established on December 17, 2021, has a latest scale of 14.471 billion CNY and has achieved a year-to-date return of 37.46%, ranking 1110 out of 4222 in its category [2] - The fund manager of Huaxia CSI Robot ETF is Hualong, who has been in the position for 3 years and 33 days, with a total fund asset scale of 42.926 billion CNY and a best fund return of 96.93% during the tenure [2]

Group 1 - The stock price of Kela Electric Machinery increased by 5.73% to 20.84 CNY per share, with a trading volume of 168 million CNY and a turnover rate of 3.19%, resulting in a total market capitalization of 5.464 billion CNY [1] - Kela Electric Machinery Automation Engineering Co., Ltd. was established on May 30, 2003, and went public on March 14, 2017. The company specializes in the research, development, and manufacturing of modern electromechanical intelligent equipment and industrial robot system integration [1] Group 2 - According to data from the top ten circulating shareholders of Kela Electric Machinery, Huaxia Fund's Huaxia CSI Robot ETF (562500) increased its holdings by 635,900 shares in the second quarter, bringing its total to 3.5325 million shares, which accounts for 1.35% of the circulating shares. The estimated floating profit today is approximately 3.9917 million CNY [2] - The Huaxia CSI Robot ETF (562500) was established on December 17, 2021, with a latest scale of 14.471 billion CNY. Year-to-date returns are 31.62%, ranking 1215 out of 4223 in its category; the one-year return is 82.41%, ranking 739 out of 3780; and since inception, the return is 2.26% [2] Group 3 - The fund manager of Huaxia CSI Robot ETF (562500) is Hualong. As of the report date, Hualong has been in the position for 3 years and 12 days, managing a total fund asset size of 42.926 billion CNY. The best fund return during the tenure is 79.99%, while the worst return is -15.08% [3]

Group 1 - Guanglian Aviation plans to acquire 51% stake in Tianjin Yuefeng Technology through cash payment, aiming for control post-transaction [1] - The transaction is currently in the planning stage, with auditing and evaluation of Tianjin Yuefeng yet to be completed, leading to uncertainties in final pricing [1] - Tianjin Yuefeng specializes in metal heat treatment, surface treatment, sheet metal forming, and precision machining for aerospace components [1] Group 2 - The acquisition is seen as complementary, as both companies operate in the aerospace industry, with Guanglian focusing on high-end aerospace equipment and Tianjin Yuefeng providing essential structural components [1] - Guanglian Aviation reported a revenue of 1.048 billion yuan in 2024, a 41.64% increase year-on-year, despite facing temporary net losses due to strategic and market influences [2] - In Q1 2024, Guanglian achieved revenues of 266 million yuan and a net profit of 45.95 million yuan, reflecting year-on-year growth of 18.87% and 50.63% respectively [2] Group 3 - Guanglian Aviation is investing up to 300 million yuan in the second phase of its drone assembly and parts manufacturing project to expand production capacity [2] - The company announced a private placement plan to raise up to 1.134 billion yuan for projects including a civil aviation production base and a research center [2] - In August 2024, Guanglian announced a 30 million yuan investment to establish a research institute with Harbin Institute of Technology, focusing on low-altitude economy and smart manufacturing [3]

Financial Performance - The company achieved an annual revenue of 1.04 billion, representing a year-on-year growth of 41.64% [4] - In Q1 2025, the revenue reached 266 million, with a year-on-year increase of 18.87% [4] - The net profit for 2024 was -48.9754 million, indicating a temporary loss due to various factors [4] Research and Development - The company invested 83.1393 million in R&D, a 44.55% increase year-on-year, focusing on new-generation drone platforms [6] - A total of 11 research projects were completed during the reporting period [6] Market Strategy - The company is actively participating in multiple large aircraft development projects, including being a supplier for the C919 and C929 aircraft [5] - The strategic focus includes enhancing production efficiency and expanding market reach to achieve cost reduction and efficiency improvement [6] Production and Sales Growth - Significant increases in sales and production volumes were driven by a notable rise in customer orders [6] - The company has established multiple manufacturing bases in regions like Shenyang, Sichuan, and Xi'an to support business growth [7] Strategic Collaborations - A strategic partnership with Harbin Institute of Technology aims to develop key technologies in low-altitude economy and intelligent manufacturing [7] - The collaboration seeks to integrate research capabilities with industrial production to foster innovation [7]