9月16日，奥普特盘中上涨2.27%，截至13:14，报144.50元/股，成交1.20亿元，换手率0.69%，总市值 176.63亿元。 截至6月30日，奥普特股东户数6005.00，较上期减少13.18%；人均流通股20355股，较上期增加 15.19%。2025年1月-6月，奥普特实现营业收入6.83亿元，同比增长30.68%；归母净利润1.46亿元，同比 增长28.80%。 分红方面，奥普特A股上市后累计派现3.92亿元。近三年，累计派现2.15亿元。 机构持仓方面，截止2025年6月30日，奥普特十大流通股东中，富国天惠成长混合(LOF)A/B（161005） 位居第五大流通股东，持股200.00万股，相比上期增加50.00万股。香港中央结算有限公司位居第七大流 通股东，持股124.91万股，相比上期减少6.67万股。华夏中证机器人ETF（562500）位居第九大流通股 东，持股78.72万股，为新进股东。富国新活力灵活配置混合A（004604）位居第十大流通股东，持股 76.80万股，相比上期增加8.77万股。富国价值优势混合A（002340）退出十大流通股东之列。 责任编辑：小浪快报 资金流向方 ...

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：激光雷达、CPO 概念、电子烟、光通信、送转填权等。 9月16日，智立方盘中下跌2.02%，截至10:53，报56.71元/股，成交1.40亿元，换手率4.01%，总市值 68.75亿元。 资金流向方面，主力资金净流出705.78万元，特大单买入388.41万元，占比2.77%，卖出604.85万元，占 比4.32%；大单买入2168.79万元，占比15.48%，卖出2658.13万元，占比18.97%。 智立方今年以来股价涨64.72%，近5个交易日跌3.08%，近20日涨16.40%，近60日涨68.63%。 今年以来智立方已经7次登上龙虎榜，最近一次登上龙虎榜为7月4日，当日龙虎榜净买入-4007.65万 元；买入总计6231.05万元 ，占总成交额比8.80%；卖出总计1.02亿元 ，占总成交额比14.46%。 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 ...

Company Overview - Robotech Co., Ltd. is located in Suzhou Industrial Park, Jiangsu Province, and was established on April 14, 2011. The company went public on January 8, 2019. Its main business involves the development of high-end automation equipment and intelligent manufacturing execution system software based on industrial internet technology [1][2]. Financial Performance - As of June 30, 2025, Robotech reported a revenue of 249 million yuan, a year-on-year decrease of 65.53%. The net profit attributable to shareholders was -33.33 million yuan, reflecting a year-on-year decline of 161.47% [2]. - The company has cumulatively distributed 86.82 million yuan in dividends since its A-share listing, with 46.75 million yuan distributed over the past three years [3]. Stock Performance - On September 15, Robotech's stock price increased by 2.29%, reaching 295.00 yuan per share, with a trading volume of 1.099 billion yuan and a turnover rate of 2.57%. The total market capitalization stood at 49.469 billion yuan [1]. - Year-to-date, Robotech's stock price has risen by 30.95%, with a 16.69% increase over the last five trading days, a 44.57% increase over the last 20 days, and a remarkable 130.33% increase over the last 60 days [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders for Robotech was 33,500, an increase of 13.07% from the previous period. The average number of circulating shares per shareholder was 4,425, a decrease of 11.56% [2]. - Among the top ten circulating shareholders, the Southern CSI 500 ETF is the sixth largest with 1.5102 million shares, while the Hong Kong Central Clearing Limited is the eighth largest with 1.1293 million shares, both being new shareholders [3].

Company Overview - Zhili Fang Automation Equipment Co., Ltd. is located in Bao'an District, Shenzhen, Guangdong Province, and was established on July 7, 2011. The company went public on July 11, 2022. Its main business involves the research, development, production, sales, and related technical services of industrial automation equipment [1][2]. Financial Performance - For the first half of 2025, Zhili Fang achieved operating revenue of 317 million yuan, representing a year-on-year growth of 32.61%. The net profit attributable to the parent company was 42.89 million yuan, showing a significant increase of 101.44% [2]. - Since its A-share listing, Zhili Fang has distributed a total of 108 million yuan in dividends [3]. Stock Performance - As of September 15, Zhili Fang's stock price increased by 2.07%, reaching 58.08 yuan per share, with a total market capitalization of 7.041 billion yuan. The stock has risen by 68.69% year-to-date, but has seen a decline of 7.79% over the last five trading days [1]. - The company has appeared on the "龙虎榜" (a stock trading leaderboard) seven times this year, with the most recent appearance on July 4, where it recorded a net buy of -40.08 million yuan [1]. Shareholder Information - As of August 29, the number of shareholders for Zhili Fang was 19,300, an increase of 8.98% from the previous period. The average number of circulating shares per person decreased by 8.24% to 3,134 shares [2]. - The largest circulating shareholder is the Southern Big Data 100 Index A (001113), holding 341,700 shares, marking it as a new shareholder [3].

Company Overview - Zhili Fang Automation Equipment Co., Ltd. is located in Bao'an District, Shenzhen, Guangdong Province, and was established on July 7, 2011. The company went public on July 11, 2022. Its main business involves the research, development, production, sales, and related technical services of industrial automation equipment [2][3]. - The revenue composition of the company includes: 68.67% from industrial automation equipment, 21.63% from technical services, and 9.70% from automation equipment accessories [2]. Stock Performance - As of September 12, the stock price of Zhili Fang increased by 2.04%, reaching 59.03 CNY per share, with a total market capitalization of 7.156 billion CNY. The trading volume was 79.83 million CNY, with a turnover rate of 2.30% [1]. - Year-to-date, the stock price has risen by 71.45%, but it has decreased by 6.92% over the last five trading days. In the last 20 days, the stock price increased by 25.44%, and over the last 60 days, it rose by 82.87% [2]. Institutional Holdings - As of June 30, 2025, the largest circulating shareholder is the Southern Big Data 100 Index A (001113), holding 341,700 shares as a new shareholder. Jin Ying Dividend Value Mixed A (210002) and Huaxia Stable Growth Mixed (519029) have exited the top ten circulating shareholders [3]. Financial Performance - For the first half of 2025, Zhili Fang achieved operating revenue of 317 million CNY, representing a year-on-year growth of 32.61%. The net profit attributable to the parent company was 42.89 million CNY, showing a significant year-on-year increase of 101.44% [2]. Dividend Distribution - Since its A-share listing, Zhili Fang has distributed a total of 108 million CNY in dividends [3].

Core Viewpoint - Tianzhun Technology's stock has experienced fluctuations, with a year-to-date increase of 29.90% but a recent decline of 7.32% over the past five trading days [1] Financial Performance - As of June 30, 2025, Tianzhun Technology reported a revenue of 597 million yuan, representing a year-on-year growth of 10.32% [2] - The company recorded a net profit attributable to shareholders of -14.19 million yuan, which is a 45.92% increase compared to the previous period [2] Stock and Market Activity - Tianzhun Technology's stock price was 55.60 yuan per share, with a market capitalization of 10.794 billion yuan [1] - The stock saw a net outflow of 6.9074 million yuan in principal funds, with significant selling pressure [1] Shareholder Information - The number of shareholders increased by 7.37% to 11,000 as of June 30, 2025, while the average number of circulating shares per person decreased by 6.87% to 17,586 shares [2] - Major shareholders include various funds, with notable increases in holdings from several institutional investors [3]

Company Overview - Robotech Co., Ltd. is located in Suzhou Industrial Park, Jiangsu Province, and was established on April 14, 2011. It was listed on January 8, 2019. The company specializes in high-end automation equipment and intelligent manufacturing execution system software based on industrial internet technology [1][2]. Financial Performance - For the first half of 2025, Robotech reported operating revenue of 249 million yuan, a year-on-year decrease of 65.53%. The net profit attributable to shareholders was -33.33 million yuan, a year-on-year decrease of 161.47% [2]. - The company has cumulatively distributed 86.82 million yuan in dividends since its A-share listing, with 46.75 million yuan distributed over the past three years [3]. Stock Performance - As of September 3, Robotech's stock price increased by 2.02% to 244.40 yuan per share, with a trading volume of 823 million yuan and a turnover rate of 2.31%. The total market capitalization is 40.984 billion yuan [1]. - Year-to-date, Robotech's stock price has risen by 8.49%, but it has decreased by 8.04% over the last five trading days. Over the last 20 days, the stock price increased by 42.83%, and over the last 60 days, it rose by 77.06% [1]. Shareholder Information - As of June 30, 2025, Robotech had 33,500 shareholders, an increase of 13.07% from the previous period. The average number of circulating shares per shareholder was 4,425, a decrease of 11.56% [2]. - Among the top ten circulating shareholders, the Southern CSI 500 ETF is the sixth largest with 1.51 million shares, while the Hong Kong Central Clearing Limited is the eighth largest with 1.13 million shares, both being new shareholders [3].

Company Overview - Dongjie Intelligent Technology Group Co., Ltd. is located in Taiyuan, Shanxi Province, established on December 14, 1995, and listed on June 30, 2015 [2] - The company's main business includes the research, design, production, and sales of intelligent logistics conveying systems, intelligent logistics storage systems, intelligent parking garages, and automotive intelligent coating production lines [2] - Revenue composition: Intelligent logistics storage systems account for 79.11%, intelligent production systems 18.51%, spare parts and others 1.67%, and intelligent three-dimensional parking systems 0.70% [2] - The company belongs to the machinery equipment industry, specifically in automation equipment, and is associated with concepts such as smart logistics, robotics, specialized and innovative enterprises, new industrialization, and Industry 4.0 [2] Financial Performance - As of August 20, 2025, the number of shareholders is 46,100, an increase of 94.14% compared to the previous period, with an average of 9,519 circulating shares per person, a decrease of 42.97% [2] - For the first half of 2025, the company achieved operating revenue of 539 million yuan, a year-on-year increase of 24.90%, and a net profit attributable to the parent company of 5.95 million yuan, a year-on-year increase of 113.96% [2] Stock Performance - On September 2, the stock price of Dongjie Intelligent fell by 2.24%, trading at 23.60 yuan per share, with a total transaction volume of 531 million yuan and a turnover rate of 4.86%, resulting in a total market value of 10.758 billion yuan [1] - Year-to-date, the stock price has increased by 245.03%, with a 2.48% increase over the last five trading days, 133.20% over the last 20 days, and 212.58% over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" four times this year, with the most recent appearance on September 1, where it recorded a net purchase of 200 million yuan [1] Shareholder Information - As of June 30, 2025, the top ten circulating shareholders include Huaxia CSI Robotics ETF, holding 6.3982 million shares (an increase of 378,900 shares), and Tianhong CSI Robotics ETF, holding 2.5875 million shares (an increase of 179,500 shares) [3] - The company has distributed a total of 58.9238 million yuan in dividends since its A-share listing, with 4.8771 million yuan distributed in the last three years [3]

Company Overview - Optoelectronics Technology Co., Ltd. is located in Dongguan, Guangdong Province, established on March 24, 2006, and listed on December 31, 2020. The company primarily engages in the research, development, production, and sales of core hardware and software products for machine vision [1][2]. Financial Performance - For the first half of 2025, Optoelectronics achieved operating revenue of 683 million yuan, representing a year-on-year growth of 30.68%. The net profit attributable to shareholders was 146 million yuan, reflecting a year-on-year increase of 28.80% [2]. - Since its A-share listing, Optoelectronics has distributed a total of 392 million yuan in dividends, with 215 million yuan distributed over the past three years [3]. Stock Performance - As of September 1, Optoelectronics' stock price decreased by 2.05%, trading at 140.65 yuan per share, with a total market capitalization of 17.192 billion yuan. The stock has increased by 86.63% year-to-date, with a 7.21% rise over the last five trading days, 38.14% over the last 20 days, and 60.10% over the last 60 days [1]. - The company has seen a net outflow of 11.81 million yuan in principal funds, with significant buying and selling activity from large orders [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders was 6,005, a decrease of 13.18% from the previous period. The average number of circulating shares per person increased by 15.19% to 20,355 shares [2]. - Among the top ten circulating shareholders, notable changes include an increase in holdings by the Fuguo Tianhui Growth Mixed Fund and the entry of the Huaxia CSI Robot ETF as a new shareholder [3]. Industry Classification - Optoelectronics is classified under the mechanical equipment sector, specifically in the automation equipment category, and is associated with concepts such as holography, neural networks, and Huawei-related themes [2].

Core Insights - In the first half of 2025, the company reported a revenue of 492 million yuan, representing a year-on-year growth of 2.24% [1] - The net profit attributable to shareholders was -37.28 million yuan, showing a year-on-year increase of 12.08% [1] - The company’s gross margin for the first half of 2025 was 21.68%, an increase of 2.90 percentage points year-on-year [1] Financial Performance - The basic earnings per share for the reporting period was -0.23 yuan, with a weighted average return on equity of -3.87% [1] - The company’s net profit margin was -7.58%, which improved by 1.23 percentage points compared to the same period last year [1] - In Q2 2025, the gross margin reached 24.56%, up 5.68 percentage points year-on-year and 9.19 percentage points quarter-on-quarter [1] Expense Analysis - Total operating expenses for the first half of 2025 were 156 million yuan, an increase of 2.87 million yuan year-on-year [2] - The expense ratio was 31.68%, a slight decrease of 0.11 percentage points from the previous year [2] - Sales expenses decreased by 26.12%, while management, R&D, and financial expenses saw increases of 10.34%, 8.45%, and 121.39% respectively [2] Shareholder Information - As of the end of the first half of 2025, the total number of shareholders was 11,000, an increase of 728 from the previous quarter, representing a growth of 7.10% [2] - The average market value per shareholder rose from 195,300 yuan to 231,700 yuan, an increase of 18.67% [2] Business Overview - The company, founded on March 24, 2015, and listed on September 15, 2022, is based in Qingdao, Shandong Province [2] - Its main business involves providing intelligent logistics and manufacturing solutions, with revenue composition as follows: intelligent sorting systems (60.30%), intelligent storage systems (26.80%), core equipment (5.75%), and others [2]