弘讯科技公告称，公司股票于2026年1月7日、1月8日连续两个交易日内收盘价格涨幅偏离值累计超 20%，属异常波动。经自查，公司内外部经营环境未变，无应披露未披露重大信息。市场将其归为"核 聚变概念股"，其意大利子公司仅提供部件，业务收入占比小，对短期业绩影响有限。2025年1 - 9月， 公司营收60,880.41万元，同比降5.65%；净利润3,204.91万元，同比降35.18%。提醒投资者注意风险。 ...

证券之星消息，1月8日自动化设备板块较上一交易日上涨0.48%，合康新能领涨。当日上证指数报收于 4082.98，下跌0.07%。深证成指报收于13959.48，下跌0.51%。自动化设备板块个股涨跌见下表： | 代码 | 名称 | 主力净流入 (元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300747 | 锐科激光 | 2.01亿 | 13.17% | 911.19万 | 0.60% | -2.10 Z | -13.77% | | 300757 | 罗博特科 | 1.33 乙 | 4.41% | -5410.78万 | -1.80% | -7879.37万 | -2.62% | | 688777 | 中控技术 | 1.07亿 | 5.69% | -6937.11万 | -3.67% | -3797.22万 | -2.01% | | 603416 | 信捷电气 | 8016.84万 | 16.66% | -5476.71万 | -11.38% | ...

分红方面，智立方A股上市后累计派现1.08亿元。 资料显示，深圳市智立方自动化设备股份有限公司位于广东省深圳市宝安区石岩街道塘头社区厂房A栋 1层至5层，成立日期2011年7月7日，上市日期2022年7月11日，公司主营业务涉及工业自动化设备的研 发、生产、销售及相关技术服务。主营业务收入构成为：工业自动化设备68.67%，技术服务21.63%， 自动化设备配件9.70%。 智立方所属申万行业为：机械设备-自动化设备-其他自动化设备。所属概念板块包括：电子烟、AIPC概 念、消费电子、苹果三星、增强现实等。 截至12月31日，智立方股东户数1.46万，较上期增加2.58%；人均流通股4143股，较上期减少2.51%。 2025年1月-9月，智立方实现营业收入5.05亿元，同比增长21.69%；归母净利润6995.40万元，同比增长 57.59%。 1月8日，智立方盘中上涨2.17%，截至13:40，报52.82元/股，成交1.31亿元，换手率4.15%，总市值64.01 亿元。 资金流向方面，主力资金净流入660.42万元，特大单买入502.32万元，占比3.84%，卖出285.46万元，占 比2.18%；大 ...

智通财经APP获悉，兴业证券发布研报称，2025年全A涨幅的27.65%中，盈利贡献5.29%，估值贡献20.44%，股息贡献1.91%。从一级行业来看，盈利成为 决定2025年各行业表现的"分水岭"。涨幅居前的有色、AI硬件(通信、电子)、新能源、机械等，盈利均有较多贡献。而涨幅靠后的消费、地产链、红利 等，也基本上均由盈利拖累。二级行业看，涨幅居前的二级行业盈利贡献大多为正，而军工(航天装备、地面兵装、军工电子)、冶钢原料、装修装饰盈利 贡献为负，主要受估值驱动。 兴业证券主要观点如下： 2025年全A涨幅的27.65%中，盈利贡献5.29%，估值贡献20.44%，股息贡献1.91%。 A股二级行业看，涨幅居前的二级行业盈利贡献大多为正，而军工(航天装备、地面兵装、军工电子)、冶钢原料、装修装饰盈利贡献为负，主要受估值驱 动。涨幅落后的二级行业盈利贡献大多为负，而非白酒、乘用车、轨交设备、通信服务、房地产服务、白色家电、汽车服务盈利贡献为正，主要受估值拖 累。 2025年恒生综指涨幅的30.98%中，盈利贡献-1.2%，估值贡献28.99%，股息贡献3.2%。 A股一级行业来看，盈利成为决定2025年各行 ...

证券之星消息，1月7日自动化设备板块较上一交易日上涨0.75%，安达智能领涨。当日上证指数报收于4085.77，上涨0.05%。深证成指报收于 14030.56，上涨0.06%。自动化设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688125 | 安达智能 | 170.08 | 20.00% | 2.32万 | 3.75亿 | | 301021 | 英诺激光 | 54.37 | 12.31% | 19.17万 | 9.92亿 | | 603015 | 弘讯科技 | 14.14 | 10.04% | - 20.65万 | 2.86亿 | | 605288 | 凯迪股份 | 96.49 | 10.00% | 1.97万 | 1.86亿 | | 688518 | 联赢激光 | 28.11 | 5.12% | 18.79万 | 5.24亿 | | 688025 | 杰普特 | 143.56 | 4.73% | 3.63万 | 5.17亿 | | 603275 | 众辰科技 | ...

Group 1 - The company Huachangda announced on January 7 that it has repurchased a total of 7.62 million shares, accounting for 0.5361% of its current total share capital [1] - The highest transaction price during the repurchase was 6.14 yuan per share, while the lowest was 5.08 yuan per share, with a total transaction amount of approximately 41.9 million yuan [1] - The repurchase amount has reached the lower limit of the total repurchase fund as outlined in the repurchase plan, and the plan has been completed [1] Group 2 - The Shanghai Composite Index has stabilized at a key position for the first time in ten years, with Goldman Sachs recommending an overweight position in Chinese stocks [1] - Analysts from brokerage firms indicate that factors such as the appreciation of the renminbi are accelerating the return of cross-border capital [1]

Core Viewpoint - The stock price of Tuosda has experienced a decline of 2.79% since the beginning of the year, with a recent drop of 2.02% on January 7, 2025, indicating potential concerns among investors regarding the company's performance and market conditions [1][2]. Company Overview - Tuosda Technology Co., Ltd. is located in Dongguan, Guangdong Province, and was established on June 1, 2007. The company went public on February 9, 2017, and specializes in providing industrial automation solutions and related equipment to downstream manufacturing clients [2]. - The company's revenue composition includes: 31.50% from smart energy and environmental management systems, 29.39% from industrial robots and automation applications, 21.05% from injection molding machines and supporting equipment, 15.07% from CNC machine tools, and 3.00% from other sources [2]. Financial Performance - For the period from January to September 2025, Tuosda reported a revenue of 1.688 billion yuan, representing a year-on-year decrease of 24.49%. However, the net profit attributable to shareholders reached 49.3365 million yuan, showing a significant year-on-year increase of 446.75% [2]. - Since its A-share listing, Tuosda has distributed a total of 284 million yuan in dividends, with 48.1781 million yuan distributed over the past three years [3]. Shareholder Structure - As of September 30, 2025, Tuosda had 71,600 shareholders, a decrease of 17.93% from the previous period. The average number of circulating shares per shareholder increased by 21.85% to 4,638 shares [2]. - The top shareholders include the E Fund National Robot Industry ETF, which holds 10.8108 million shares, and the Huaxia CSI Robot ETF, holding 9.2021 million shares, both of which have increased their holdings compared to the previous period [3].

机器人所属申万行业为：机械设备-自动化设备-机器人。所属概念板块包括：人形机器人、工业互联 网、工业4.0、工业软件、机器人概念等。 截至9月30日，机器人股东户数18.12万，较上期减少6.24%；人均流通股8636股，较上期增加8.41%。 2025年1月-9月，机器人实现营业收入22.18亿元，同比减少8.73%；归母净利润-1.60亿元，同比减少 59.96%。 1月7日，机器人盘中下跌2.05%，截至13:28，报18.18元/股，成交5.52亿元，换手率1.91%，总市值 284.63亿元。 资金流向方面，主力资金净流出6722.46万元，特大单买入2361.52万元，占比4.28%，卖出4640.79万 元，占比8.40%；大单买入9002.93万元，占比16.30%，卖出1.34亿元，占比24.35%。 机器人今年以来股价跌0.05%，近5个交易日涨2.31%，近20日涨0.78%，近60日跌7.81%。 资料显示，沈阳新松机器人自动化股份有限公司位于辽宁省沈阳市浑南新区全运路33号，成立日期2000 年4月30日，上市日期2009年10月30日，公司主营业务涉及从事工业机器人、物流与仓储自动 ...

Core Viewpoint - The financial performance of Kelaimechatronic shows a decline in revenue and net profit, while the stock's financing and margin trading activities indicate high investor interest and activity levels [1][2]. Group 1: Financial Performance - As of September 30, Kelaimechatronic reported a revenue of 323 million yuan, a year-on-year decrease of 14.73% [2]. - The net profit attributable to shareholders for the same period was 22.82 million yuan, reflecting a year-on-year decline of 32.55% [2]. Group 2: Stock Activity - On January 6, Kelaimechatronic's stock price increased by 0.25%, with a trading volume of 129 million yuan [1]. - The financing buy-in amount for Kelaimechatronic on January 6 was 25.95 million yuan, while the financing repayment was 19.64 million yuan, resulting in a net financing buy of 6.31 million yuan [1]. - The total financing and margin trading balance for Kelaimechatronic reached 244 million yuan, accounting for 4.62% of its market capitalization, indicating a high level compared to the past year [1]. Group 3: Shareholder Information - As of September 30, the number of shareholders for Kelaimechatronic was 43,000, a decrease of 10.07% from the previous period [2]. - The average number of circulating shares per shareholder increased by 11.19% to 6,101 shares [2]. - The top ten circulating shareholders include several ETFs, with notable increases in holdings from institutions such as Huaxia Zhongzheng Robot ETF and Yifangda National Robot Industry ETF [3].

Core Viewpoint - The company has signed a procurement contract with SAIC-GM-Wuling Automobile Co., Ltd. for an automation equipment project valued at 104 million RMB, marking a significant achievement in the field of intelligent manufacturing logistics for new energy vehicles [1]. Group 1 - The total contract amount is 104 million RMB, indicating a substantial investment in automation and digitalization [1]. - The project focuses on automation, digitalization, and intelligence as transformative directions, aiming to enhance the company's capabilities in the new energy vehicle sector [1]. - The implementation of an "island-style" manufacturing model will facilitate the construction of a distributed logistics flexible delivery system, promoting intelligent collaboration among people, machines, and materials within the workshop [1].