证券代码：301187 证券简称：欧圣电气 公告编号：2025-055 苏州欧圣电气股份有限公司 关于子公司产品入选国家工信部、民政部《智能养老服务 机器人结对攻关与场景应用试点项目公示名单》的自愿性 披露公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、基本情况 联合发布了《智能养老服务机器人结对攻关与场景应用试点项目公示名单》，公 司子公司苏州伊利诺护理机器人有限公司牵头的"面向长期卧床失能老人的二便 护理机器人研发与应用项目"成功入选该公示名单。 二、对公司的影响 四、备查文件 《智能养老服务机器人结对攻关与场景应用试点项目公示名单》 特此公告。 苏州欧圣电气股份有限公司 董事会 公司产品成功入选上述公示名单体现了相关部门对公司产品性能和质量的 认可，有利于该产品的市场拓展和未来业绩增长。 三、风险提示 进入上述公示名单未来能否产生较大收入具有较大不确定性，公司该类产品 在短期内对公司经营业绩不构成重大影响。敬请广大投资者谨慎决策，注意防范 投资风险。 ...

Report Summary 1. Industry Investment Rating No investment rating information is provided in the report. 2. Core Viewpoints - In May, the downstream sales of the automotive industry increased, with the domestic retail sales of new energy passenger vehicles reaching 1.021 million units, a year-on-year increase of 28.2% and a month-on-month increase of 12.1%. From January to May, the domestic retail sales of new energy passenger vehicles totaled 4.351 million units, a year-on-year increase of 34.1% [1]. - On June 9th, the Ministry of Industry and Information Technology and the Ministry of Civil Affairs issued a notice on carrying out pilot projects for intelligent elderly care service robots. The market scale of China's intelligent elderly care robots is expanding rapidly, and Founder Securities expects the market to reach 50 billion yuan in 2025 [1]. - Attention should be paid to the policy promotion in the insurance industry. The General Office of the Communist Party of China Central Committee and the General Office of the State Council issued an opinion on further ensuring and improving people's livelihood, proposing multiple measures such as canceling household registration restrictions for social insurance participation, and increasing the supply of affordable housing [2]. 3. Summary by Industry Production Industry - **Automotive**: In May, the downstream sales of the automotive industry increased, with significant growth in the sales of new energy passenger vehicles [1]. - **Intelligent Elderly Care**: The market scale of intelligent elderly care robots is expanding rapidly, and relevant pilot projects are being carried out [1]. Service Industry - **Insurance**: Attention should be paid to policy promotion, and relevant policies aim to improve people's livelihood and social security [2]. Upstream Industry - **Energy**: International oil prices rebounded significantly compared to last week [2]. - **Chemical**: The prices of soda ash and urea declined significantly [2]. - **Agriculture**: Egg prices fluctuated [2]. Midstream Industry - **Chemical**: Urea prices are currently at a high level [2]. - **Agriculture**: The operating rate of pig product processing has been at a high level recently [2]. Downstream Industry - **Real Estate**: The sales of commercial housing in first - and second - tier cities are the same as the same period last year, at a near - three - year low [2]. - **Service**: The number of domestic and international flights has decreased [2]. 4. Industry Data Tracking - **Industry Credit Spreads**: Data on industry credit spreads for various industries such as农牧渔林,采掘, and化工 are provided, showing their changes over different time periods [47]. - **Key Industry Price Indicators**: Price data for various industries including agriculture, energy, and chemical are provided, along with their year - on - year changes and trends in the past 5 days [48].

Group 1 - The central government issued opinions to enhance and improve people's livelihoods, focusing on addressing urgent public concerns and promoting equitable, balanced, and accessible social services [2][3] - Key measures include removing household registration restrictions for social insurance participation, increasing minimum wage standards, and expanding the supply of affordable housing [2][3] - The National Bureau of Statistics reported a 0.4% month-on-month decline in the Producer Price Index (PPI) for May, with a year-on-year decrease of 3.3% [2] Group 2 - China's total goods trade value reached 17.94 trillion yuan in the first five months, a year-on-year increase of 2.5%, with exports at 10.67 trillion yuan (up 7.2%) and imports at 7.27 trillion yuan (down 3.8%) [3] - The Ministry of Industry and Information Technology and the Ministry of Civil Affairs announced a pilot program for intelligent elderly care service robots, aiming to enhance product design and safety for elderly users [3] - Beijing's commerce department launched a plan to expand fashion consumption, promoting cross-industry collaborations and cultural events to enhance the city's fashion image [3] Group 3 - The Shanghai Municipal Market Supervision Administration released an action plan to improve the business environment, focusing on optimizing market access for foreign enterprises [4] - The Shenzhen Stock Exchange announced adjustments to the Hong Kong Stock Connect eligible securities list, effective June 9, 2025 [4] Group 4 - The upcoming American Diabetes Association's annual meeting will showcase advancements in GLP-1 drugs, which are expected to lead the obesity treatment market [7] - The GLP-1 drug market is rapidly expanding into new therapeutic areas, indicating significant growth potential [7] Group 5 - The rare earth permanent magnet sector has seen a resurgence, with companies like Zhongke Magnetic and Jiuling Technology leading the gains [8] - The Ministry of Commerce emphasized compliance in rare earth export controls, which may boost demand for rare earth materials [8] Group 6 - Public funds have significantly increased their purchases of equity funds, with a total of 2.268 billion yuan in self-purchases reported as of June 9 [15] - Multiple Hong Kong innovative drug ETFs saw record trading volumes, indicating strong interest in the sector [16] - The Guangfa Hong Kong Innovative Drug ETF reached a trading volume of 6.996 billion yuan, marking a historical high [16]

Group 1 - New stock offering for Huazhi Jie with an issuance price of 19.88 yuan per share and a subscription limit of 0.80 million shares [2] - The State Statistics Bureau reported a decrease in the Consumer Price Index (CPI) by 0.2% month-on-month and 0.1% year-on-year for May, while the Producer Price Index (PPI) fell by 0.4% month-on-month and 3.3% year-on-year, with the year-on-year decline widening by 0.6 percentage points [4] - The General Administration of Customs announced that China's total goods trade value for the first five months reached 17.94 trillion yuan, a year-on-year increase of 2.5%, with exports at 10.67 trillion yuan (up 7.2%) and imports at 7.27 trillion yuan (down 3.8%) [4] Group 2 - Shenzhen Stock Exchange announced adjustments to the Hong Kong Stock Connect eligible securities list, with new additions including Bruker, Gu Ming, and Mixue Group, effective from June 9, 2025 [5] - Beijing's Economic and Information Technology Bureau and other departments released a plan for high-quality development of the fashion industry from 2025 to 2027, focusing on immersive experiences and new retail models to enhance product consumption [5] - The Suzhou Artificial Intelligence Industry Association plans to collect innovative products and solutions to enhance the performance of the Suzhou football team in the 2025 Jiangsu Province Urban Football League [5] Group 3 - Co-creation Turf reported that the impact of domestic football sports events on the company's operating performance is minimal [7] - Filinger announced a suspension of trading starting June 10 for stock price fluctuation investigation [7] - Yiyuan Lithium Energy is planning to issue H-shares and list on the Hong Kong Stock Exchange [7]

Core Viewpoint - The A-share market experienced a collective rise, with the ChiNext Index increasing by over 1%, and more than 4,100 stocks in the market showing gains [1][2]. Group 1: Stock Performance - The chemical pharmaceuticals, new metal materials, and film and theater sectors saw significant gains, while the road and rail transportation and precious metals sectors experienced pullbacks [2]. - The stock of Co-Creation Turf (605099) achieved a "6 consecutive limit-up" status, marking a total increase of 78.74% over the last six trading days [6][8]. - The Shanghai Composite Index rose by 0.43%, the Shenzhen Component Index increased by 0.65%, and the ChiNext Index climbed by 1.07%, with a total market turnover of approximately 1.31 trillion yuan, an increase of 135.5 billion yuan from the previous trading day [2]. Group 2: Co-Creation Turf Insights - Co-Creation Turf's stock price surged significantly, with a cumulative increase of 58% over five consecutive trading days prior to June 7, leading to a risk warning announcement from the company [8]. - The company specializes in artificial turf, with projected revenues of 2.052 billion yuan from leisure grass and 594 million yuan from sports grass in 2024, accounting for 69.93% and 20.25% of its main business revenue, respectively [9]. - Co-Creation Turf is recognized as one of the preferred suppliers of artificial turf by FIFA, World Rugby, and FIH, and is involved in drafting national standards for artificial turf [9]. Group 3: Elderly Care Robotics Sector - The elderly care sector showed strong performance, with stocks related to elderly care robots rising significantly, including a nearly 12% increase for Ousheng Electric and a limit-up for Xinlong Health [11]. - A notice from the Ministry of Industry and Information Technology and the Ministry of Civil Affairs announced a pilot program for intelligent elderly care service robots from 2025 to 2027, focusing on developing standards and evaluation systems [11][14]. - The robotics sector is considered to have significant investment value, with various types of intelligent elderly care robots designed to meet different needs, such as health management and rehabilitation training [14].

Core Viewpoint - The Ministry of Industry and Information Technology and the Ministry of Civil Affairs have issued a notice to initiate paired tackling and pilot application of intelligent elderly care service robots, focusing on addressing user needs in various elderly care scenarios [1] Group 1: Application Scenarios - The initiative targets three types of elderly care services: home-based, community, and institutional [1] - Key application scenarios include care for the disabled and cognitively impaired, emotional companionship, health promotion, smart environments, and daily life assistance [1] Group 2: Product Development and Validation - The program emphasizes the need for product improvement based on existing shortcomings, aiming to enhance safety, reliability, usability, and service capabilities [1] - A validation period of no less than 6 months is required for application testing in family, community, and elderly care institution settings [1] Group 3: Validation Requirements - Home care service robot products must complete validation in at least 200 households and deploy no fewer than 200 units [1] - Community and institutional elderly care service robots must validate in at least 20 communities or 20 elderly care institutions, with a deployment of no fewer than 20 units [1]