Group 1 - The core point of the article is that 雷赛智能 (Leisai Intelligent) held its 21st meeting of the fifth board of directors on September 2, 2025, to discuss adjustments to the repurchase price of the 2022 restricted stock incentive plan and the exercise price of the 2022 stock option incentive plan [1] - For the first half of 2025, 雷赛智能's revenue composition was 99.67% from industrial automation and 0.33% from other businesses [1] - As of the time of reporting, 雷赛智能's market capitalization was 15 billion yuan [1]

（文章来源：证券日报） 证券日报网讯新时达9月2日在互动平台回答投资者提问时表示，目前海尔已完成对新时达的控股，海尔 集团作为公司的实际控制人，更注重通过长期赋能提升公司核心竞争力，而非短期合同数量，双方正围 绕供应链管理、技术协同、市场与渠道拓展以及运营管理等方面，加速释放协同效应。（1）供应链管 理方面，海尔将与新时达共同强化工业自动化领域上下游产业链的协同，借助海尔的供应链资源，优化 新时达的成本与质量控制，从而提升盈利能力；（2）技术协同方面，依托卡奥斯工业互联网生态资源 与新时达技术根基，重点布局具身智能核心技术研发与场景落地，推动具身智能体升级；（3）市场与 渠道拓展方面，海尔还将利用自身的市场渠道和品牌影响力，帮助新时达拓展国内外市场，加强市场推 广和品牌建设，提升市场知名度和影响力，进而提升市场价值；（4）运营管理方面，通过导入海尔智 能制造管理体系、共享数字化管理经验，提升新时达的运营效率。 ...

9月2日，诚益通跌5.04%，截至发稿，报21.68元/股，成交2.57亿元，换手率4.47%，总市值59.20亿元。 责任编辑：小浪快报 资料显示，北京诚益通控制技术集团股份有限公司位于北京市大兴区生物医药产业基地庆丰西路27号， 成立日期2003年7月22日，上市日期2015年3月19日，公司主营业务涉及提供医药、生物工业自动化控制 系统整体解决方案;康复理疗医疗器械的研发、生产和销售业务。主营业务收入构成为：智能制造业务 71.11%，康复医疗业务28.89%。 从基金十大重仓股角度 数据显示，北信瑞丰基金旗下1只基金重仓诚益通。北信瑞丰健康生活主题灵活配置（001056）二季度 减持4万股，持有股数20万股，占基金净值比例为4.67%，位居第八大重仓股。根据测算，今日浮亏损 失约23万元。 北信瑞丰健康生活主题灵活配置（001056）成立日期2015年3月27日，最新规模8937.79万。今年以来收 益38.34%，同类排名1631/8184；近一年收益69.28%，同类排名1290/7971；成立以来收益31.7%。 北信瑞丰健康生活主题灵活配置（001056）基金经理为庞文杰。 截至发稿，庞文杰累 ...

Group 1 - The core viewpoint of the news is the performance and market position of Guangdong Tosstar Technology Co., Ltd., which has seen a stock price increase of 5.27% to 38.35 CNY per share, with a total market capitalization of 18.292 billion CNY [1] - The company, established on June 1, 2007, and listed on February 9, 2017, specializes in providing industrial automation solutions and related equipment to downstream manufacturing clients [1] - The revenue composition of the company includes: 31.50% from smart energy and environmental management systems, 29.39% from industrial robots and automation application systems, 21.05% from injection molding machines and supporting equipment, 15.07% from CNC machine tools, and 3.00% from other sources [1] Group 2 - In terms of fund holdings, Invesco Great Wall Fund has a significant position in Tosstar, with its ETF holding 566,600 shares, representing 3.61% of the fund's net value, making it the sixth-largest holding [2] - The Invesco Great Wall National Robot Industry ETF (159559) was established on November 30, 2023, with a latest scale of 535 million CNY and has achieved a year-to-date return of 31.09% [2] - The fund manager, Jin Huang, has been in charge for nearly two years, with the fund's total assets amounting to 23.021 billion CNY, achieving a best return of 97.59% during his tenure [3]

Group 1 - The export structure of China is shifting from low value-added products to high-tech and high value-added products, with significant growth in traditional exports like electromechanical products, which saw a 9.5% increase in June, accounting for 60.0% of total exports [1] - New energy products, represented by electric vehicles, lithium batteries, and solar cells, are emerging as new driving forces in the export structure, aligning with global green transition trends and reflecting China's rapid development in strategic emerging industries [1] - The export of intelligent home appliances and industrial automation equipment is steadily expanding, indicating a gradual enhancement of the intelligence and greenness of export products [1] Group 2 - China's export market is becoming more diversified, actively expanding into emerging markets such as ASEAN and countries involved in the Belt and Road Initiative, which enhances the resilience of foreign trade [2] - The decline in imports is attributed to multiple factors, including falling international commodity prices, uneven recovery in domestic investment, and reduced reliance on imports due to domestic substitution [2] - The foreign trade landscape in the second half of the year may be weaker than in the first half, with both opportunities and challenges present, but the diversification strategy is expected to bolster export resilience and growth potential [2] Group 3 - The diversification strategy in foreign trade has shown initial success, with total imports and exports to Belt and Road countries reaching 11.29 trillion yuan, a year-on-year increase of 4.7%, accounting for 51.8% of China's overall foreign trade [3] - Trade with ASEAN countries continues to grow, with exports reaching $32.254 billion in the first half of the year, a 13% year-on-year increase, solidifying ASEAN's position as China's largest trading partner [3]

Core Insights - The conference focuses on the global launch of new products by Zhongkong Technology and the innovative development of industrial AI [1] Group 1 - The event highlights the importance of industrial AI in enhancing operational efficiency and driving innovation within the industry [1] - Zhongkong Technology aims to showcase its latest advancements and solutions in the field of industrial AI [1] - The conference serves as a platform for industry leaders to discuss trends, challenges, and opportunities in the industrial AI sector [1]

Company Overview - Nanjing Koyuan Smart Technology Group Co., Ltd. is a leading supplier of industrial automation, information technology, and intelligent solutions in China, established on May 27, 1993, and listed on March 31, 2010 [2] - The company focuses on the research, production, and sales of industrial automation and information products, offering solutions such as Distributed Control Systems (DCS), Programmable Logic Controllers (PLC), real-time databases, and electric actuators [2] - Koyuan Smart has received numerous honors, including "National Torch Plan Key High-tech Enterprise" and "National Specialized and Innovative Small Giant Enterprise" [2] - The company's revenue composition is as follows: Industrial Automation 81.72%, Industrial Internet and Software 13.90%, Industrial Robotics 3.41%, and Others 0.96% [2] Recent Stock Performance - On September 2, Koyuan Smart's stock fell by 5.03%, closing at 26.61 yuan per share, with a trading volume of 218 million yuan and a turnover rate of 5.67%, resulting in a total market capitalization of 6.386 billion yuan [1] - The stock has experienced a continuous decline over three days, with a cumulative drop of 6.35% during this period [1] Fund Holdings - Citic Prudential Fund holds Koyuan Smart as a significant investment, with its fund "Citic Prudential Zhilin Mixed A" (003234) owning 29,000 shares, accounting for 5.67% of the fund's net value, making it the sixth-largest holding [3] - The fund has incurred a floating loss of approximately 40,900 yuan today and a total floating loss of 55,100 yuan over the three-day decline [3] - The fund was established on September 2, 2016, with a current scale of 8.6174 million yuan and has achieved a year-to-date return of 6.27% [3]

Group 1 - The company's stock, *ST Weir (002058), experienced an abnormal trading fluctuation with a cumulative closing price increase exceeding 12% over three consecutive trading days from August 28 to September 1, 2025 [2] - The company conducted an internal review and confirmed that there were no significant changes in its operational situation or external environment that could have impacted the stock price [3] - The board of directors stated that there are no undisclosed significant matters that should have been disclosed according to the Shenzhen Stock Exchange regulations, and previous disclosures do not require correction or supplementation [4] Group 2 - The company confirmed that neither the controlling shareholders nor the actual controllers engaged in buying or selling the company's stock during the period of abnormal trading fluctuations [3] - The company emphasized its commitment to fair information disclosure and will continue to fulfill its disclosure obligations in accordance with relevant laws and regulations [5] - The designated media for the company's information disclosure includes Securities Times, Shanghai Securities Journal, and Giant Tide Information Network [5]

Group 1 - The core point of the article is that Hekang New Energy (SZ 300048) held its 23rd meeting of the 6th board of directors on September 1, 2025, to discuss the proposal for the first extraordinary shareholders' meeting of 2025 [1] - For the first half of 2025, Hekang New Energy's revenue composition is as follows: 90.75% from new energy, 6.25% from industrial automation, and 3.0% from other industries [1] - As of the report date, Hekang New Energy has a market capitalization of 7.3 billion yuan [1]

Core Viewpoint - 汇川技术 has shown strong financial performance with significant growth in revenue and net profit, alongside notable trading activity in its stock, indicating investor interest and confidence in the company [1][2]. Financial Performance - For the first half of 2025, 汇川技术 reported revenue of 20.51 billion yuan, representing a year-on-year increase of 26.73% [2]. - The net profit attributable to shareholders reached 2.968 billion yuan, reflecting a year-on-year growth of 40.15% [2]. Stock Trading Activity - On August 29, 汇川技术's stock price increased by 1.69%, with a trading volume of 4.839 billion yuan [1]. - The company experienced a net financing purchase of 50.91 million yuan on the same day, with total financing and margin trading balance reaching 3.307 billion yuan [1]. - The financing balance of 3.292 billion yuan accounts for 1.63% of the circulating market value, indicating a high level of investor engagement [1]. Shareholder Information - As of August 29, 汇川技术 had 149,600 shareholders, a slight decrease of 0.44% from the previous period [2]. - The average number of circulating shares per shareholder increased by 0.44% to 15,783 shares [2]. Dividend Distribution - Since its A-share listing, 汇川技术 has distributed a total of 7.945 billion yuan in dividends, with 3.267 billion yuan distributed over the past three years [3]. Institutional Holdings - As of June 30, 2025, the largest circulating shareholder is Hong Kong Central Clearing Limited, holding 474 million shares, a decrease of 41.497 million shares from the previous period [3]. - The fifth largest circulating shareholder is E Fund's ChiNext ETF, which increased its holdings by 1.5543 million shares to 49.3616 million shares [3].