Group 1: Hong Kong Stocks - Photovoltaic stocks rose in the morning, with Xinyi Solar (00968) up over 3%, Fuyao Glass (03606) up over 3%, and GCL-Poly Energy (00451) up over 3%. Domestic leading polysilicon companies have raised prices, and the market is focused on the restructuring progress in the polysilicon industry [1] - Heng Rui Medicine (01276) increased by over 5% after announcing the approval of HRS-7172 tablets for clinical trials by the National Medical Products Administration on September 2 [1] - Qingdao Bank (03866) rose over 2% as its major shareholder plans to increase holdings by 233 million to 291 million shares, recognizing the long-term investment value of the bank's stock [1] - Zhaojin Mining (01818) increased by over 1%, with a total market value exceeding HKD 100 billion, and the company is accelerating overseas project construction, indicating future growth potential [1] - Zhongsheng Holdings (00881) rose over 4%, with management optimistic about the new car market and smooth progress in the company's new energy business [1] - Innovent Biologics (09969) increased by over 5% after disclosing its interim performance report, with core products driving growth and accelerating multiple self-immune phase III clinical trials [1] - United Laboratories (03933) rose over 6% after announcing a 27% year-on-year increase in profit attributable to shareholders in its half-year results, with key progress in several products in the formulation segment [1] Group 2: U.S. Stocks - NIO (NIO.US) rose 3.13%, with vehicle deliveries in August 2025 reaching 31,305 units, a year-on-year increase of 55.2%, and total deliveries since 2025 reaching 166,472 units, up 30.0% [3] - Hesai Technology (HSAI.US) fell 2.91% as it plans to list in Hong Kong after passing the hearing [3] - Eli Lilly (LLY.US) rose 0.36% after Novo Nordisk's weight loss drug Wegovy outperformed it in a real-world comparative study [3] - Zai Lab (ZLAB.US) increased by 0.73% after announcing that its drug was approved in Hong Kong for treating recurrent or metastatic cervical cancer [3] - Beike (BEKE.US) rose 4.89% after reporting a 11.3% year-on-year increase in net income for the second quarter, leading multiple institutions to reaffirm a "buy" rating [3] - Gold stocks rose against the trend, with Gold Resource (GORO.US) up 15.80%, Harmony Gold (HMY.US) up 7.53%, and Kinross Gold (KGC.US) up 2.68%, driven by expectations of U.S. interest rate cuts and a weak dollar [3] - Corning (GLW.US) rose 2.15% after UBS raised its target price from $65 to $84 and upgraded its rating from "neutral" to "buy" [4] - Li Auto (LI.US) rose 4.50% as the founder announced plans to fully enter the high-end pure electric SUV market [4]

Market Overview - The Shanghai Composite Index fell by 0.96% to 3820.98 points, while the Shenzhen Component Index decreased by 0.63% to 12474.44 points. The ChiNext Index remained flat at 2872.11 points [3][4] - The total trading volume in the Shanghai and Shenzhen markets reached 1.45 trillion yuan, with over 4300 stocks declining and nearly 1000 stocks rising [3] Sector Performance - The gaming and film sectors showed strong performance, with notable gains in stocks such as Chengdu Xian Dao, which rose over 10%, and other pharmaceutical companies like Baihua Medicine and Renfu Medicine hitting the daily limit [4][5] - The robotics sector also performed well, with stocks like Zhejiang Rongtai and Qin Chuan Machine Tool experiencing significant increases [7][8] Key Stock Movements - Chengdu Xian Dao increased by 10.43% to 28.03 yuan, while Baihua Medicine rose by 10.03% to 10.42 yuan [5] - The gold sector saw a rise, with spot gold prices surpassing $3545 per ounce, marking a new high [12] Economic Indicators - The People's Bank of China conducted a reverse repurchase operation of 229.1 billion yuan at an interest rate of 1.40%, unchanged from previous rates [10]

2025.09. 03 本文字数：875，阅读时长大约1分钟 作者 | 一财阿驴 11:31 A股午盘｜上证指数跌0.96% 游戏板块走高 上证指数报3820.98点，跌0.96%；深成指报12474.44点，跌0.63%；创业板指平盘，报2872.11 点。游戏、影视院线板块走高，光刻机、非金属材料板块表现活跃，小金属、券商股表现低迷。沪深 两市半日成交额1.45万亿，全市场超4300只个股下跌，近1000只个股上涨。 | 110 98 | | --- | | 85 | | 跌 | | 434 | | VI 全A 1 11 | | | A股重要指数 | | | | --- | --- | --- | --- | | 名称 | 最新 = | 涨跌 | 涨幅 | | 上证指数 | 3820.98 | -37.15 | -0.96% | | 深证成指 | 12474.44 -79.40 | | -0.63% | | 北证50 | 1562.49 -12.40 | | -0.79% | | 创业板指 | 2872.11 - - | -0.11 | -0.00% | 11:02 创新药概念持续走高 成都先导涨超10% ...

Group 1 - The Hang Seng Index fell by 0.4%, while the Hang Seng Tech Index decreased by 0.54%, with a total turnover of 152 billion HKD in the Hong Kong stock market during the morning session [1] - The Hang Seng Biotechnology Index rose by 1%, with notable gains from companies such as MicroPort Scientific Corporation (02252) up by 10%, and Four Seasons Medicine (00460) up by 8% [1] Group 2 - MicroPort Scientific Corporation (02252) saw a rise of over 10%, indicating renewed interest in the robotics industry and steady progress in the company's commercialization efforts [2] - Dongyang Sunshine Pharmaceutical (06887) increased by nearly 7%, reporting a mid-term gross profit of 1.468 billion HKD, with key data on Ifenprodil presented at the US IPF summit [2] - Chuangsheng Group-B (06628) surged over 28%, with a mid-term net loss narrowing by 17.9%, and TST001 research data making its debut at ASCO [2] - Kingsoft Holdings (03918) rose by over 6%, with first-half performance exceeding market expectations, although uncertainties remain regarding the Naga3 project according to Citigroup [2] - Green Power Environmental (01330) increased by over 7%, with a 24.49% year-on-year increase in net profit attributable to shareholders, driven by its gas supply business [2] - Hylink Technology (01860) rose by 7.9%, with first-half revenue increasing by 40% year-on-year, and institutions optimistic about the continued release of the Mintegral platform's flywheel effect [2] - Zhi Zi Cheng Technology (09911) rose by over 6%, with first-half net profit nearly doubling, and the group's gross profit margin expected to improve significantly year-on-year [2] - Four Seasons Medicine (00460) rose by over 7%, achieving profitability in the first half and making substantial progress in its AI + medical beauty strategic layout [2] - Guofu Quantum (00290) increased by 6.86%, with a cumulative increase of nearly 1.8 times this year, collaborating with Huajian Medical to advance RWA ecosystem construction [2] - New Idea Network Group (01686) fell by over 17% post-results, with annual net profit increasing by 8% to 979 million HKD [2]

以下文章来源于公募排排网 ，作者排排产品研究中心 公募排排网 . 看财经、查排名、买基金，就上公募排排网，申购费低至0.001折。 本文首发于公众号"公募排排网"。（点击↑↑上图查看详情） 8月17日，2025首届世界人形机器人运动会顺利闭幕，成为各国机器人技术成熟度的"试金石"。 国内机器人"天工"以100米自主奔跑21.50秒 夺冠，展现环境识别与运动控制技术的显著突破。 赛场之外，各国机器人技术的军备竞赛早已紧锣密鼓地展开： 特斯拉Optimus计划2025年 Q4试产，2026年计划大批量销售，优必选、小米、乐聚等加速商业化进程进入汽车、物流、3C制造领域，宇树科技推出格斗款人形机器人等 证实机器人行业已进入从技术突破到商业场景落地的快速探索期。（可参考： 机器人核心公司一览表_北向资金、基金重仓机器人概念股名 单 ） 1. 政策密集催化期 国家级人工智能基金和地方配套资金已超千亿规模，北京、上海等地明确要求制造业机器人密度两年内翻倍，单台补贴最高达50万元。 中国 正牵头制定养老机器人国际标准，欧盟《人工智能法案》也为合规企业打开出海通道。这些政策不仅提供真金白银支持，更在标准制定和市 场准入方面为 ...

Core Insights - Tesla's "Master Plan" fourth chapter aims to integrate AI and autonomous driving technologies to accelerate the transition to sustainable abundance and human prosperity [2][3][4] - The plan emphasizes the creation of a safer, cleaner, and more enjoyable world through the unification of hardware and software [3][4] AI Empowerment - Tesla's innovations in electric vehicles, clean energy, and robotics lay the foundation for a technological renaissance aimed at eliminating scarcity [3][4] - The company believes that growth is limitless and that technological innovation can address resource shortages, similar to past industrial revolutions [3][4] Technological Integration - Tesla is building a collaborative network of AI and physical world technologies, including Full Self-Driving (FSD), Dojo supercomputer, and Optimus humanoid robots [5][6] - FSD is progressing towards full autonomy by continuously learning from millions of miles of road data, enhancing its ability to handle complex driving scenarios [5] - The Dojo supercomputer, with a processing power of 1.1 EFLOPS, supports AI model training and improves decision-making speed for vehicles [5] Robotics and Energy Solutions - The Optimus robot addresses labor shortages in repetitive and hazardous tasks, already being utilized in Tesla factories and service industries [6] - Tesla's Powerwall and Megapack are key components in energy transition, providing reliable energy storage solutions for homes and businesses [6][7] Virtual Power Plant Innovation - Tesla's Virtual Power Plant (VPP) connects dispersed battery systems to create a large energy buffer, effectively managing energy supply and demand [7] - The VPP model has shown significant success in pilot projects, indicating its potential as a critical infrastructure for renewable energy [7] Business Model Innovation - Tesla is transitioning to a data-driven business model, exploring innovations like the Robotaxi network and AI technology licensing to generate high-margin software revenue [8] - The Robotaxi service allows users to access autonomous vehicles through subscription or pay-per-use, projected to contribute 30% of Tesla's total revenue by 2030 [8] Industry Impact - The release of the fourth chapter of Tesla's "Master Plan" signifies a shift from product-focused innovation to a new stage of system capability integration [9] - The vision outlined in the plan is seen as forward-looking, but the path from concept to reality involves overcoming various challenges in technology and regulation [9][10] Societal Implications - Experts suggest that technology is not only a tool for economic development but also a key force in addressing global challenges like climate change and labor shortages [10] - The need for innovative companies to redefine future possibilities and contribute to a sustainable and prosperous society is emphasized [10]

Group 1 - The robotics sector is leading in investment interest, with significant funding in artificial intelligence and healthcare [1][2] - In the past week, 36 financing events occurred in the domestic primary market, totaling approximately 40.84 billion RMB [1] - The technology and manufacturing sectors remain the primary focus for investors, with robotics and AI receiving the most attention [2] Group 2 - Guangdong, Jiangsu, Beijing, and Shanghai are the main regions for financing activities, with 12, 7, 5, and 5 deals respectively [3] - Active investment institutions include CICC Capital and IDG Capital, involved in multiple financing rounds primarily in technology and healthcare [4] Group 3 - Shenzhen Yue Ran Innovation Technology Co., Ltd. completed a 200 million RMB Series A financing round, led by CICC Capital and other notable investors [5] - Jiangsu PhDUO Molecular Technology Co., Ltd. secured a multi-million RMB angel round financing, focusing on product development and market expansion [6][7] - GREENLAB completed nearly 10 million RMB Pre-A financing, aimed at product development and brand building [8] Group 4 - Nanjing Mainoway Pharmaceutical Technology Co., Ltd. raised a billion RMB in Series B financing to accelerate drug development and market promotion [10][11] - Shanghai Hantong Medical Technology Co., Ltd. completed several million RMB Pre-A+ financing for clinical research and product development [12] - Xinhua Biopharmaceutical (Guangzhou) Co., Ltd. announced a multi-million USD Series A financing to advance clinical trials and drug development [13] Group 5 - Proton Technology raised several million RMB in Series B financing to enhance research and development capabilities [14] - KonoMei completed several million RMB A+ strategic financing to strengthen its position in high-end scientific instruments [15] - Sichuan Shibeikang Biopharmaceutical Technology Co., Ltd. secured nearly 100 million RMB in Series B financing for R&D and international registration [16][17] Group 6 - Shenzhen Xuan Chuang Robot Co., Ltd. completed several million RMB Pre-A financing for R&D and market expansion [22] - Sany Hydrogen Energy Co., Ltd. raised several hundred million RMB in Series A financing to advance green hydrogen equipment development [24][25] - Shandong Future Robot Co., Ltd. completed several hundred million RMB strategic financing for technology development and market expansion [33]

Group 1: Gold Market - Gold prices reached a historic high, surpassing $3,500 per ounce, with London spot gold touching $3,508 [1][3] - The surge in gold prices is driven by expectations of interest rate cuts from the Federal Reserve and increasing geopolitical tensions, leading to a significant influx of safe-haven investments into gold [3] - Morgan Stanley has set a year-end target price for gold at $3,800, indicating strong bullish sentiment in the market [3] Group 2: Tesla and Robotics - Tesla's new "Macro 4.0" strategy shifts focus from electric vehicles to AI and robotics, with Elon Musk stating that 80% of Tesla's future value will depend on the Optimus robot [1][3] - The robotics supply chain, including sensors and lightweight materials, is expected to experience significant growth, similar to the smartphone industry's early days [3] - Companies involved in Tesla's supply chain, particularly those producing harmonic reducers and tactile sensors, are becoming increasingly active [3] Group 3: Technology and Huawei - Huawei's upcoming launch of the Mate XTs, featuring the Kirin 9020 chip and potentially the first eSIM technology, is anticipated to be a breakthrough for foldable phones and IoT devices [4] - The consumer electronics sector is showing signs of activity, particularly among semiconductor companies supplying Huawei, which may lead to positive surprises [4] Group 4: A-Share Market and Economic Indicators - The PMI data for August indicates a mixed economic recovery, with manufacturing at 49.4% and non-manufacturing at 50.3%, suggesting a cautious recovery [4] - Recent fiscal policies, including four tax exemption measures to support social security funds, are seen as a boost to the market [4] - The margin trading balance has exceeded 2.29 trillion, a historical high, indicating increased activity from institutional investors in undervalued tech and new energy companies [4] Group 5: Global Market Environment - The Federal Reserve's decision to maintain interest rates has led to market speculation about potential cuts in mid-September, with the dollar index dropping by 0.7% [5] - European markets showed slight gains, with Germany's DAX up 0.13% and France's CAC40 up 0.2%, while international oil prices increased by 0.67%, signaling positive trends for the energy sector [5]

随即，我把问题甩给了另一个"当红炸子鸡"Deepseek，让它分析一下，宇树可能在哪儿上市。 不过得到的答案是，宇树选择科创板上市的可能性更大，但也不确定，港交所也有可能。因为，宇树已 经完成国际化布局，并且想要吸引全球资本，所以港交所也是一个可选项。此前曾经有过传闻，宇树首 选A股，次选港股。 笔者个人觉得，宇树自己可能也还没想好到底在要在哪儿上。毕竟，现在宇树太红了，交易所都抢着 要，何不待价而沽，谁的条件好，就在哪儿上？ 从交易所层面看，港交所和科创板各有优势。 主笔 | 曾子建 每经编辑|袁东 昨天（9月2日）盘后，宇树科技高调自宣，准备在今年第四季度提交上市申请文件。 相关新闻并未提及宇树科技准备在哪家交易所上市，我的第一反应是，该不会来港交所上市吧？如果真 是这样，那港股的机器人概念股多半还要"燃"起来。 港交所18C章新规，为科技企业提供更多便利，政策上也打开绿灯，支持科技企业赴港上市。而且港股 上市流程更加简单快捷，几乎就是一场"说走就走的旅行"。所以，早在今年4月，创始人王兴兴就已经 提到过，宇树在香港有业务，未来可能在香港上市，但还不确定。其次，如果宇树在港交所上市，面向 全球投资者，更加 ...

4.【LG能源从梅赛德斯-奔驰附属公司赢得75GWh电池订单】根据监管备案文件，LG能源（LG Energy Solutions）与梅赛德斯-奔驰的一家附属公司签署了一项供应75GWh电动汽车电池的协议， 合同期2029年7月30日-2037年3月31日。（科创板日报） 更多智能制造产业资讯 …… 1. 【宇树科技公布沉浸式机器人遥操作专利】9月2日，杭州宇树科技股份有限公司申请的"一种沉浸 式机器人遥操作方法和系统"专利公布。摘要显示，本发明属于机器人遥操作技术领域。现有遥操作 方案，缺乏有效、及时的反馈机制，操作直觉性差，控制精度低，难以胜任复杂、精细的操作任务。 本发明通过构建第一人称映射模型、交互数据采集模型、遥操作处理模型、执行感知模型、沉浸视角 仿真模型，可以对操作者的姿态动作进行实时映射，并生成能够在VR设备中展示的实时响应三维图 像，形成一种有效、及时的第一人称视角的沉浸式反馈机制，可以使操作者仿佛身临其境地执行任 务，提高交互的沉浸性、直观性和自然性，从而可以显著提升操控能力和任务执行效果。（界面新 闻） 2.【马斯克投资的飞行汽车在机场试运营】美国加州圣马特奥一家公司研发的飞行汽车Mode ...