据证券之星公开数据整理，近期均普智能（688306）发布2025年中报。截至本报告期末，公司营业总收 入10.32亿元，同比下降7.86%，归母净利润-2776.7万元，同比上升8.65%。按单季度数据看，第二季度 营业总收入7.03亿元，同比上升9.55%，第二季度归母净利润239.79万元，同比下降69.57%。本报告期 均普智能盈利能力上升，毛利率同比增幅13.34%，净利率同比增幅8.44%。 | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 11.2亿 | 10.32 Z | -7.86% | | 归母净利润(元) | -3039.56万 | -2776.7万 | 8.65% | | 扣非净利润(元) | -4993.84万 | -3266.29万 | 34.59% | | 货币资金(元) | 7.52亿 | 8.02亿 | 6.69% | | 应收账款(元) | 2.93亿 | 3.69 Z | 25.74% | | 有息负债(元) | 11.54亿 | 12.51亿 | 8.43% | | 毛利率 | ...

Group 1: Financial Performance - In the first half of 2025, the company achieved a total consolidated revenue of 1.061 billion CNY, representing a year-on-year growth of 10.31% [2] - The net profit attributable to shareholders was 113 million CNY, reflecting a year-on-year increase of 15.55% [2] Group 2: Carbon Fiber Equipment - Sales revenue from carbon fiber equipment reached 629 million CNY, marking a significant year-on-year growth of 59.53%, primarily driven by contracts signed in previous years and new contracts confirmed in the first half of this year [2] - The company has a sufficient backlog of orders, with a majority coming from carbon fiber complete lines and core equipment [2] Group 3: Project Developments - The original silk production line project is progressing as planned, with the company’s subsidiary serving as a testing and demonstration base [3] - The company is actively advancing the sales contract with Saudi GIM Company and is focused on international market expansion [4] - The second generation of the exoskeleton robot has completed testing and is moving towards mass production [5] Group 4: Composite Material Capabilities - The company is building carbon fiber composite capabilities, establishing subsidiaries in Shaoxing and Wuhan, and creating an advanced composite materials industrialization research center [6] - The composite materials sector is now capable of lightweight design and manufacturing for various industries, including automotive and aerospace [6] Group 5: Recycling Initiatives - The polyester recycling production line, part of a project with Zhejiang Jianxin Jiarun New Materials, is set to deliver a 50,000-ton capacity line by the third quarter of 2025, with core equipment installation completed and currently in the debugging phase [7]

Core Viewpoint - The establishment of a new wholly-owned subsidiary, Shenzhen Kehua Weijian Technology Co., Ltd., by Kehua Bio (002022.SZ) aims to align with the company's strategic development, focusing on the in vitro diagnostics industry while exploring potential collaborations in artificial intelligence and robotics [2]. Group 1 - Kehua Bio announced the establishment of Shenzhen Kehua Weijian Technology Co., Ltd. on August 5, 2025, to support its development strategy [2]. - The company has been deeply involved in the in vitro diagnostics industry for many years and has not yet engaged in artificial intelligence or robotics research and development [2]. - Kehua Bio is enhancing its external technical cooperation by collaborating with universities, research institutions, and innovation centers to create an open innovation platform [2].

Core Viewpoint - The Shanghai Stock Exchange has canceled the review meeting for Jieke Robotics Co., Ltd. originally scheduled for August 8 due to the need for further verification of relevant matters, marking it as the first company in 2025 to have its IPO review canceled before the meeting [1][4]. Company Overview - Jieke Robotics focuses on the research, development, production, and sales of collaborative robot products, as well as system integration business including integrated equipment and automated production lines [6]. - The company has notable clients such as Toyota, Schneider, and CRRC, with a total of 4,681 collaborative robots sold in 2023, capturing approximately 8.2% of the global market share based on the International Federation of Robotics (IFR) data [6]. Financial Performance - Jieke Robotics reported revenues of 281 million yuan, 350 million yuan, and 400 million yuan for the years 2022, 2023, and 2024 respectively, with net profits of 5.74 million yuan, -28.55 million yuan, and 6.23 million yuan [6]. - In the first half of 2023, the company achieved a revenue of 174 million yuan, a year-on-year increase of 4.29%, but reported a net loss of 19.97 million yuan [6][8]. Research and Development - The company has invested 20.07% of its revenue in R&D over the past three years, with 157 out of 492 employees dedicated to R&D, representing 31.91% of the total workforce [7]. - The funds raised from the IPO are intended for investment in smart robot production projects and the establishment of a research and development center, aimed at expanding global market reach and enhancing innovation capabilities [7]. Regulatory Concerns - The Shanghai Stock Exchange has raised two core issues regarding Jieke Robotics: the compliance of revenue recognition and the sustainability of operations [9]. - A change in revenue recognition from "acceptance" to "sign-off" in June 2021 has become a focal point for review, with the company asserting that this aligns with industry practices [9]. - The company experienced a decline in revenue from its robot assembly business by 11.72% in the first half of 2023, despite an overall sales volume increase of over 16% [9]. Technology and Innovation - The advanced nature of the company's core technology has been a recurring topic in the Shanghai Stock Exchange's inquiries, with requests for detailed explanations of the technology routes and their advantages compared to competitors [10].

证券日报网讯精锻科技（300258）8月7日在互动平台回答投资者提问时表示，据公司了解到的信息，格 蓝若机器人公司正在根据不同的应用场景研制多种形态的机器人以及四足机器狗。 ...

Group 1 - Chery and AiMOGA team are set to officially launch the Mocha robot in China by the end of September this year [1] - The Mocha robot will be available for both dealers and individual consumers [1]

Group 1 - The company held its 29th meeting of the third board of directors on July 3, 2025, with all 7 directors present, including 3 independent directors [1][2] - The board approved a proposal to participate in a judicial auction to purchase robot-related assets from ALDEBARAN SAS for no more than €10 million [1][2] - The board also approved the establishment of a wholly-owned subsidiary in France, named "盛视技术法国有限公司" (tentative name), with a registered capital of €100,000, and an investment of up to €28 million for operational needs [2]

Core Viewpoint - The collaboration between Jingu Co., Ltd. and Zhiyuan is progressing smoothly, with relevant samples passing third-party laboratory tests and exceeding product standards required by Zhiyuan [1] Group 1 - Jingu Co., Ltd. has confirmed that the project with Zhiyuan is advancing well, with samples successfully tested by a third-party laboratory [1] - The experimental report indicates that some performance indicators of the products exceed the standards set by Zhiyuan [1] - The company will collaborate with Zhiyuan on the development of robotic products, providing structural components made from Avatar niobium micro-alloy materials [1] Group 2 - In addition to the products currently developed, the company is also working on promoting other horizontal applications of Avatar materials [1]

Group 1 - Hangzhou Yundongchu Technology Co., Ltd. has completed a new financing round of nearly 500 million RMB [3] - The financing was led by Dacheng Caizhi and Guoxin Fund, with participation from various institutions including Beijing Robot Industry Development Investment Fund and others [3] - The CEO, Zhu Qiuguo, stated that the funds will focus on expanding the quadruped robot production line, developing humanoid robot technology, and attracting high-end talent [3] Group 2 - Yundongchu Technology was established in 2017 and launched China's first quadruped robot capable of climbing stairs and autonomous navigation in 2018 [3] - In 2019, the company released the first quadruped robot in the country that can autonomously recharge [3] - In April of this year, the company introduced the M20, the world's first industry application wheeled-foot robot designed for complex terrains and hazardous environments, weighing 33 kg and capable of climbing 80 cm high platforms [3] Group 3 - The CEO, Zhu Qiuguo, is also an associate professor and doctoral supervisor at Zhejiang University [4] - Under his leadership, the core team consists of talents from prestigious institutions such as Zhejiang University, Peking University, and others, focusing on full-stack self-research from core components to intelligent perception algorithms [4] - The company holds over 100 authorized patents, including more than 20 authorized invention patents [4]

Group 1 - Murata Manufacturing and Temco plan to develop humanoid robots entirely made in Japan [1] - A joint organization named "Kyoto Humanoid Association" (KyoHA) will be established in Kyoto by the end of this year [1] - The organization aims to develop disaster response robots and intends to revitalize Japan's position in the robotics field [1]