中控技术1月9日公告，经财务部门初步测算，预计2025年年度实现营业收入763,977.38万元到844,396.05 万元，与上年同期（法定披露数据）相比，将减少69,455.35万元到149,874.02万元，同比下降7.60%到 16.40%。预计2025年年度实现归属于母公司所有者的净利润为42,618.44万元到52,415.78万元，与上年 同期（法定披露数据）相比，将减少59,282.89万元到69,080.24万元，同比下降53.07%到61.85%。预计 2025年年度实现归属于母公司所有者的扣除非经常性损益的净利润为32,762.93万元到40,294.64万元，与 上年同期（法定披露数据）相比，将减少63,467.14万元到70,998.85万元，同比减少61.17%到68.42%。 ...

1月9日，机械ETF（516960）盘中涨超1.3%，储能电池行业转型支撑估值逻辑。 天风证券指出，锂行业经历3年调整后供需基本面加速改善，价格已从6万/吨以下回升至13万以 上，供给端粗放式开采模式逐步优化，需求侧动力电池构筑基本盘，储能因经济性成为新增长极。钴行 业受刚果金配额政策影响，2025年出口配额仅9.66万吨（同比减少56%），叠加印尼增量有限，中长期 供需或转向紧平衡，钴价中枢有望提升。稀土永磁领域，供给格局持续优化，《稀土管理条例》落地推 动行业整合，需求端新能源汽车占比提升至42%，节能电机、人形机器人等新应用场景进一步打开成长 空间。储能电池成为锂电需求新增长极，2025年国内出货量预计达580GWh（同比+75%），政策驱动 下经济性逐步显现。固态电池产业化进程加快，预计2027年实现小批量装车，新技术路线或提升锂单 耗。 机械ETF（516960）跟踪的是细分机械指数（000812），该指数从市场中选取涉及工程机械、工业 自动化设备等细分领域的上市公司证券作为指数样本，以反映机械设备行业相关上市公司证券的整体表 现。细分机械指数主要覆盖了机械设备行业的多个细分领域，成分股多为具有较强 ...

华夏中证机器人ETF（562500）基金经理为华龙。 截至发稿，华龙累计任职时间3年131天，现任基金资产总规模359.57亿元，任职期间最佳基金回报 128.16%， 任职期间最差基金回报-15.08%。 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。 资料显示，深圳科瑞技术股份有限公司位于广东省深圳市光明区玉塘街道田寮社区光侨路科瑞智造产业 园瑞明大厦A塔20层，成立日期2001年5月23日，上市日期2019年7月26日，公司主营业务涉及主要从事 工业自动化设备的研发、设计、生产、销售和技术服务,以及精密零部件制造业务。主营业务收入构成 为：自动化设备70.86%，精密零部件14.31%，自动化设备配件11.20%，技术服务2.71%，其他0.91%。 从科瑞技术十大流通股东角度 数据显示，华夏基金旗下1只基金位居科瑞技术十大流通股东。华夏中证机器人ETF（562500）三季度 增持86.39万股，持有股数462.11万股，占流通股的比例为1.1%。根据测算，今日浮亏 ...

Financing Transactions - Hongxin Biotech completed Series A financing, attracting top venture capital firms such as IDG Capital, Jingwei Venture Capital, and Tencent Investment, indicating strong market confidence in China's original RNA platform technology [1] - Jita Semiconductor completed Series D financing with investments from CITIC Capital, China International Capital Corporation, and China Electronics, highlighting its strategic position in the national semiconductor industry chain [2] - Weilian Star completed Series C financing of 400 million RMB, with investors including Hongtai Fund and CICC, focusing on next-generation communication applications in the 5G-A/6G era [3] - Zongwei Technology completed Series C financing of several hundred million RMB, with investments from Innovation Works and BlueRun Ventures, recognized as a key player in industrial automation [4] - Yundongchu Technology completed Series C financing of 500 million RMB, with a strong lineup of investors, establishing itself as a leader in commercializing quadruped robots [5] - Beidou Zhili completed Series B financing of several hundred million RMB, with investments from GAC Group and Shangqi Capital, recognized for its integration of high-precision positioning and intelligent cockpit technologies [6] - Houmo Intelligent completed Series B financing, focusing on a disruptive "storage-computing integration" architecture to challenge traditional chip performance [7] - Unconventional AI raised $475 million in seed funding from top venture capital firms, exploring AI simulation computing based on semiconductor physical properties [8] - Castelion completed $350 million in Series B financing, with significant investment from Silicon Valley funds, focusing on hypersonic technology [9] - BlossomHill Therapeutics completed $48 million in B+ financing, addressing drug resistance in cancer and autoimmune diseases through innovative drug design [10]

（原标题：绿的谐波大宗交易成交400.64万元，买方为机构专用席位） 绿的谐波12月12日大宗交易平台出现一笔成交，成交量2.61万股，成交金额400.64万元，大宗交易成交 价为153.50元。该笔交易的买方营业部为机构专用，卖方营业部为瑞银证券有限责任公司上海花园石桥 路证券营业部。 进一步统计，近3个月内该股累计发生4笔大宗交易，合计成交金额为7550.56万元。 证券时报•数据宝统计显示，绿的谐波今日收盘价为153.50元，下跌0.22%，日换手率为2.79%，成交额 为7.82亿元，全天主力资金净流出8261.30万元，近5日该股累计下跌2.53%，近5日资金合计净流出2.99 亿元。 两融数据显示，该股最新融资余额为10.77亿元，近5日减少3427.10万元，降幅为3.08%。（数据宝） 12月12日绿的谐波大宗交易一览 | 成交量 | 成交金 | 成交价 | 相对当日 | | | | --- | --- | --- | --- | --- | --- | | （万 | 额 | 格 | 收盘折溢 | 买方营业 | 卖方营业部 | | 股） | （万 | （元） | 价 | 部 | | | | 元 ...

哈喽大家好，今天老张带大家聊聊，北交所最近爆出个"速通"瓜，大连美德乐工业自动化股份有限公 司，5月29日递IPO申请，11月27日就过会，半年时间跑完别人一年的路。这到底是黑马还是"带病闯 关"？ 2023到2024年，新能源产业链增速放缓，工业自动化设备需求肉眼可见地收缩，同行们基本都在"勒紧 裤腰带"。 可美德乐偏不按常理出牌，2024年营收11.38亿元，同比涨12.73%，2025年上半年更猛，以35.13%的增 速冲到7.12亿元。 谜之增长 转头对先导智能的销售额却炸了，2024年卖了2.44亿元，同比暴涨287.55%。 讽刺的是，2024年先导智能自己营收都跌了28.71%，自家日子都不好过，反倒给美德乐"送大单"。 这种客户业绩下滑、采购反增的逻辑，简直像拧巴的麻花，怎么看都不顺畅。企业业绩有波动正常，但 和行业、客户都对着干的增长，大概率藏着要查的猫腻。 凭证"裸奔" 如果说业绩是"表面疑点"，那收入凭证的问题就是"实锤硬伤"。做B2B生意的都懂，验收单是确认收入 的核心依据。 再看它的"同行朋友圈"，怡合达、先导智能等五家可比公司，2024年营收均值直接暴跌16.99%，除博众 精工微 ...

Core Viewpoint - Bojie Co., Ltd. experienced a 5.01% decline in stock price, closing at 78.84 CNY per share, with a trading volume of 657 million CNY and a turnover rate of 7.79%, resulting in a total market capitalization of 12.638 billion CNY [1] Group 1: Company Overview - Bojie Co., Ltd. is located in Zhuhai, Guangdong Province, established on May 30, 2005, and listed on February 5, 2020 [1] - The company's main business involves the research, production, sales, and related technical services of industrial automation equipment and components [1] - The revenue composition of the company is as follows: 83.72% from industrial automation equipment, 8.27% from equipment components, and 8.00% from technical services [1] Group 2: Shareholder Information - Among the top ten circulating shareholders of Bojie Co., Ltd., a fund under Huaxia Fund holds a significant position [2] - Huaxia CSI Robotics ETF (562500) increased its holdings by 488,900 shares in the third quarter, totaling 2.6212 million shares, which represents 2.48% of the circulating shares [2] - The estimated floating loss for the ETF today is approximately 10.9041 million CNY [2] Group 3: Fund Performance - Huaxia CSI Robotics ETF (562500) was established on December 17, 2021, with a latest scale of 22.798 billion CNY [2] - Year-to-date return for the fund is 21.19%, ranking 2253 out of 4206 in its category; the one-year return is 24.59%, ranking 1641 out of 4008 [2] - Since its inception, the fund has experienced a loss of 5.84% [2] - The fund manager, Hualong, has a total asset scale of 35.957 billion CNY, with a best return of 108.33% and a worst return of -15.08% during his tenure of 3 years and 100 days [2]

Core Viewpoint - Recent rumors suggested that Xinkailai would reverse merge with Keri Technology (002957.SZ), which Keri Technology has denied as untrue [1]. Group 1: Company Overview - Keri Technology is primarily engaged in the research, design, production, sales, and technical services of industrial automation equipment, as well as precision component manufacturing, positioning itself as a global supplier of integrated solutions for industrial automation and smart manufacturing [1]. - Xinkailai, a key semiconductor enterprise supported by Shenzhen, focuses on the research, manufacturing, sales, and service of semiconductor equipment and components [1]. Group 2: Recent Developments - Xinkailai announced two new products at the 2025 Bay Area Semiconductor Industry Ecosystem Expo: an EDA-related product that fills a gap in domestic high-end electronic design software technology, and a high-speed real-time oscilloscope that enhances the performance of domestic oscilloscopes by 500% [1]. - Following the product launch, related concept stocks experienced significant fluctuations [1]. Group 3: Market Response - As of 10:07 AM, Keri Technology's stock price was trading at 20.37 CNY per share, reflecting a 0.59% increase, with a total market capitalization of 8.6 billion CNY [2].

Core Viewpoint - The company reported strong financial performance in Q1-Q3 2025, driven by demand in the lithium battery and automotive sectors, with significant year-on-year growth in both revenue and net profit [1][2]. Financial Performance - For Q1-Q3 2025, the company achieved revenue of 2.197 billion yuan, an increase of 18.30% year-on-year; net profit attributable to shareholders was 417 million yuan, up 27.16% year-on-year; and net profit excluding non-recurring items was 409 million yuan, reflecting a 26.41% increase year-on-year [1]. - In Q3 2025, the company recorded revenue of 736 million yuan, a year-on-year increase of 17.52% but a quarter-on-quarter decrease of 12.44%; net profit attributable to shareholders was 136 million yuan, up 28.59% year-on-year and down 15.11% quarter-on-quarter; net profit excluding non-recurring items was 133 million yuan, a year-on-year increase of 28.44% and a quarter-on-quarter decrease of 13.19% [1]. Margin Improvement - The company focused on improving gross margin, achieving a gross margin of 39.47% for the first three quarters of 2025, an increase of 4.04 percentage points year-on-year; net margin was 19.00%, up 1.32 percentage points year-on-year [1]. - In Q3 2025, the gross margin was 40.22%, reflecting a year-on-year increase of 5.17 percentage points and a quarter-on-quarter increase of 0.39 percentage points [1]. Expense Ratios - The expense ratios for the first three quarters of 2025 were as follows: sales expense ratio at 5.13%, management expense ratio at 8.46%, financial expense ratio at -0.61%, and R&D expense ratio at 4.07%, with year-on-year changes of -0.27, +1.00, +0.82, and -0.33 percentage points respectively [2]. Business Development - The company's FB business is steadily developing, having integrated AI large model image recognition technology to enhance 2D/3D drawing linkage and pricing, with over 30 iterations of recognition algorithms; automated programming capabilities are continuously improving to support various manufacturing processes [2]. Future Outlook - The company maintains a "strongly recommended" investment rating, anticipating continued growth driven by lithium battery downstream customer expansion, new model launches in the automotive sector, and demand from VR/AR devices and Apple product sampling [2]. - Revenue projections for 2025-2027 are 2.9 billion, 3.5 billion, and 3.85 billion yuan, representing year-on-year growth of 16%, 21%, and 10% respectively; net profit projections are 520 million, 630 million, and 730 million yuan, with year-on-year growth of 28%, 21%, and 16% respectively [2].

Group 1 - The core viewpoint of the article is that Haide Control (002184.SZ) has shown significant growth in its financial performance for the first three quarters of 2025, with a notable increase in revenue and net profit [1] Group 2 - The company's operating revenue for the first three quarters reached 1.933 billion yuan, representing a year-on-year growth of 17.01% [1] - The net profit attributable to shareholders of the listed company was 5.3718 million yuan, reflecting a substantial year-on-year increase of 104.97% [1] - The net loss attributable to shareholders after deducting non-recurring gains and losses was 16.2199 million yuan [1] - The basic earnings per share stood at 0.0153 yuan [1]