每经AI快讯，Wind数据显示，机构本周共调研了442家上市公司，其中晶盛机电最获关注，参与调研的 机构达229家。此外，联创光电获66家机构调研，武商集团、南都电源、开普云、沃特股份、欢瑞世纪 获超40家机构调研。从被调研总次数来看，博实结获机构调研4次，亚光科技、岭南控股、广发证券均 获机构调研3次。从调研行业来看，机构持续聚焦光伏设备、电子元件、工业机械等板块。 ...

【导读】机器人概念股集体走强，农业板块震荡拉升 一起来看下最新的市场情况及资讯。 9月8日开盘，A股三大指数涨跌不一。截至发稿，沪指涨0.30%，深成指涨0.37%，创业板指跌1.13%。 从板块看，机器人概念股震荡拉升，农业、医疗保健、海运等板块走强，通信设备、CPO、半导体等板块震荡调整。 港股方面，三大指数悉数上涨，地平线机器人、阿里巴巴、百度集团均涨超2%。 | 名称 | 现价 | 涨跌幅÷ | 总市(一 | | --- | --- | --- | --- | | 地平线机器人-W | 10.430 | 6.32% | 1448亿 | | 9660.HK | | | | | 阿里巴巴-W | 137.500 | 4.32% | 26225亿 | | 9988.HK | | | | | 百度集团-SW | 99.250 | 2.32% | 2730亿 | | 9888.HK | | | | | 腾讯控股 | 613.500 | 1.32% | 56276亿 | | 0700.HK | | | | | 小米集团-W | 54.300 | 1.21% | 14132亿 | | 1810.HK | | | | ...

Group 1 - A total of 429 listed companies were researched by institutions from September 1 to September 5, with Lanke Technology receiving the most attention from 231 institutions [1] - Other companies that attracted significant institutional research include Juguang Technology, Kaiying Network, and Zhonglian Heavy Industry, with 192, 162, and 100 institutions respectively [1] - Lesser-known companies such as Lian De Equipment, Tongyi Zhong, and Yageo received 9, 4, and 4 institutional research visits respectively, while Kesi Technology, Weisheng Information, GF Securities, and Maolai Optics were researched 3 times each [1] Group 2 - Institutions are focusing on sectors such as industrial machinery, electronic components, and automotive parts and equipment [2]

证券代码：002283 证券简称：天润工业 公告编号：2025-044 天润工业技术股份有限公司 2025年半年度权益分派实施公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 特别提示： 1、公司本次实施的利润分配方案为：以公司现有总股本1,139,457,178股扣除回购专户上已回购股份 18,166,550股后的股本1,121,290,628股为基数，每10股派发现金红利0.50元（含税），不送红股，不以资 本公积金转增股本。 2、证券除权除息参考价的相关参数和公式：公司本次实际现金分红的总金额=实际参与分配的股本×分 配比例，即56,064,531.40元=1,121,290,628股×0.05元/股；每股现金红利=本次实际现金分红的总金额÷总 股本（含回购股份），即0.0492028元/股=56,064,531.40元÷1,139,457,178股。本次权益分派实施后，根 据股票市值不变原则，2025年半年度权益分派实施后的除权除息价格=股权登记日收盘价-0.0492028元/ 股。 一、董事会审议通过利润分配方案情况 1、天润工业技术股份有限公司 ...

Group 1 - The core viewpoint of the news is that Plater Technology has experienced a significant decline in stock price, with a cumulative drop of 13.6% over three consecutive days, closing at 71.00 CNY per share on September 4 [1] - The company, Xi'an Plater Technology Co., Ltd., specializes in providing comprehensive solutions for metal additive manufacturing (3D printing) and remanufacturing technology, with its main business revenue composition being 52.01% from customized 3D printing products and services, 41.14% from 3D printing equipment, accessories, and technical services, and 6.85% from 3D printing raw materials [1] - The total market capitalization of Plater Technology is reported to be 19.296 billion CNY, with a trading volume of 643 million CNY and a turnover rate of 3.27% [1] Group 2 - From the perspective of major fund holdings, one fund under Jiashi Fund has a significant position in Plater Technology, with the Jiashi SSE Sci-Tech Innovation Board Industrial Machinery ETF (588850) holding 12,400 shares, accounting for 4.69% of the fund's net value, making it the sixth-largest holding [2] - The Jiashi SSE Sci-Tech Innovation Board Industrial Machinery ETF (588850) has a current scale of 15.6942 million CNY and has achieved a return of 26.97% since its inception on April 16, 2025 [2] - The fund manager, Tian Guangyuan, has been in position for 4 years and 181 days, managing total assets of 44.323 billion CNY, with the best fund return during his tenure being 113.86% and the worst being -46.65% [2]

博时双榜夺冠，54家公募暑期调研超百次 这个暑期，A 股市场行情火热，产业主线与结构性机会凸显。公募调研作为洞察资金动向与布局思路的先行指标，具体动向也备受市场关注。 整体来看，头部机构在调研资源投入与覆盖广度上拥有绝对优势。在公募调研两大榜单中，博时基金均位居榜首，暑期累计调研332 次，覆盖300只个 股。从全年数据看，博时基金调研的勤奋度依然领跑行业，截至9月1日，该公募年内调研已1447次，共计调研854只个股。 北交所成为暑期公募调研的 "新焦点"，84家公募参与调研，其中中信建投基金调研个股最多，旗下北交所主题产品年内收益率近120%，也印证了布局价 值。 暑期的炎热也抵挡不住基金经理们的调研热情，多位知名基金经理赶赴现场参与调研，机器人概念股或成为暑期调研的"重头戏"。 机器人概念股华明装备成为暑期公募调研的"香饽饽"，汇添富旗下胡昕炜、劳杰男，富国基金旗下范妍、沙炜等均参与调研该股；闫思倩暑期调研了2只 人形机器人概念股恒帅股份、恒而达和机器人概念股新亚电子；另外，付娟、朱少醒等也参与了恒帅股份的视频会议。 医药领域也受知名基金经理的调研。鹏华基金闫思倩、广发基金吴兴武均现身福元医药的调研现场 ...

嘉实上证科创板工业机械ETF（588850）基金经理为田光远。 截至发稿，田光远累计任职时间4年179天，现任基金资产总规模443.23亿元，任职期间最佳基金回报 125.24%， 任职期间最差基金回报-46.65%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 9月2日，正帆科技跌5.08%，截至发稿，报35.48元/股，成交4.31亿元，换手率4.03%，总市值103.79亿 元。 资料显示，上海正帆科技股份有限公司位于上海市闵行区春永路55号2幢，成立日期2009年10月10日， 上市日期2020年8月20日，公司主营业务涉及气体化学品供应系统的设计、生产、安装及配套服务;高纯 特种气体的生产、销售;洁净厂房配套系统的设计、施工。主营业务收入构成为：电子工艺设备 63.06%，核心零组件12.82%，气体9.92%，MRO业务8.24%，生物制药设备5.91%，其他业务0.03%，其 他(补充)0.02%。 从基金十大重仓股角度 数据显示，嘉实基金旗下1只基金重 ...

Group 1 - The core viewpoint of the article is that Canada's GDP growth rate significantly slowed in the second quarter, with a quarter-on-quarter annualized growth rate declining by 1.6%, aligning with the central bank's expectations from July [1] - The economic contraction is primarily attributed to a substantial decline in goods exports and reduced investment by businesses in machinery and equipment [1] - Exports fell by 7.5% in the second quarter due to the impact of U.S. tariffs, with passenger car and light truck exports plummeting by 24.7% [1] Group 2 - Exports of industrial machinery, equipment, and parts decreased by 18.5%, while tourism service exports also saw a decline of 11.1% [1]

来源：市场资讯 工业机械制造商整体承受着来自贸易政策和高利率的双重压力，市场需求疲软进一步加剧了企业的成本 挑战。卡特彼勒目前的市盈率高于行业中位数，显示即便在面临挑战的情况下，市场对其长远盈利能力 仍持乐观态度。然而，市场的波动和不确定性提醒投资者，在评估投资机会时需谨慎考虑宏观经济环境 和政策变化对公司的综合影响。 三周前，卡特彼勒发布了季度报告，随即警告投资者，因当前的关税政策，今年的损失可能飙升至18亿 美元。尽管公司已采取初步措施以减轻影响，贸易和关税谈判的动态性仍给企业带来巨大挑战。卡特彼 勒在其监管文件中指出，预计今年新增的关税将在第三季度带来5亿至6亿美元的净影响，全年影响范围 为15亿至18亿美元。 分析师指出，这一悲观的预测主要归因于美国实施的钢铁和铝关税。卡特彼勒调整后的营业利润率预计 接近其目标区间的底部，尽管如此，这一调整并不影响其8月份提供的销售和收入预期。分析师表示， 公司虽然面临关税逆风，但积极主动的做法显示出其在行业中的领先地位。 与此同时，卡特彼勒还面临来自挪威主权财富基金的挑战。该基金由于伦理原因决定抛售其持有的卡特 彼勒股份。作为一个全球最大的主权财富基金，挪威主权基金 ...

Core Viewpoint - The cumulative tariff rate imposed by the US on Indian goods has reached 50%, which includes a 25% retaliatory tariff and a 25% punitive tariff, effective from August 27 [3][4]. Economic Impact - The GDP growth forecast for India in FY2026 has been revised down from 6.2% to 6.0% due to the impact of higher tariffs, assuming the punitive tariffs last only three months [3][6]. - If the tariffs remain at 50% for the entire FY2026, the GDP impact could be approximately 0.4 percentage points, or an annualized rate of 0.8 percentage points [6]. - The US is India's largest export destination, accounting for nearly 20% of total exports (approximately $86.5 billion), which represents about 2.2% of FY2025 GDP [6]. - Key export sectors affected include electronics, textiles, gems and jewelry, pharmaceuticals, chemicals, industrial machinery, and household goods [6]. Response Measures - The Indian government is expected to implement targeted fiscal and credit support, including an "export promotion plan" worth ₹250 billion (approximately 0.07% of GDP) to mitigate the impact of higher tariffs [7]. - Monetary and liquidity support is anticipated, with expectations of rate cuts in October and December due to moderate inflation and slowing growth [7]. - Reforms are being introduced, including changes to the Goods and Services Tax (GST) and a new income tax bill aimed at simplifying tax laws [7]. - In the medium term, India is expected to focus on diversifying its export markets [7].