（来源：科创中国） 回望2025年，江苏全力巩固拓展经济回升向好势头，全年地区生产总值预计突破14万亿元。江苏省发改 委副主任蔡剑峰介绍，"十四五"以来，江苏坚决扛起"经济大省挑大梁"的责任，全省经济总量占长三角 地区比重已超四成。 在科技创新前沿领域下好"先手棋" 在南京紫金山脚下，一架物流无人机在6G网络信号的指引下，经过13分钟、7.4公里的自主飞行，成功 穿越城市复杂空域，将模拟急救药品送达指定地点。这并非一次普通的物流测试，而是紫金山实验室构 建并在今年首次公开的全国首个6G通智感融合外场试验网，完成的一次长距离、低时延、高可靠场景 验证。从2018年实验室成立，到如今6G通信技术迈出商业化第一步，这正是江苏对前沿技术的一次"投 石问路"。 目前江苏已牵头建设44家全国重点实验室，协同推进长三角生态绿色一体化发展示范区，形成154项制 度创新成果；在北交所上市企业达55家，在港交所上市企业达136家。 江苏科技创新"加速跑"，得益于基础研究领域的持续发力。江苏对基础研究展开系统布局，省政府设立 基础研究专项资金，带动全省基础研究投入总量在去年达240.7亿元，接近"十三五"末投入总量的3倍； 形成以 ...

招商中证机器人ETF（560770）成立日期，最新规模0。 1月12日，巨轮智能涨5.11%，截至发稿，报8.64元/股，成交17.31亿元，换手率10.54%，总市值190.03 亿元。 招商中证机器人ETF（560770）基金经理为许荣漫。 资料显示，巨轮智能装备股份有限公司位于广东省揭东经济开发区5号路中段(广东省揭阳市揭东区人民 大道东侧)，成立日期2001年12月30日，上市日期2004年8月16日，公司主营业务涉及制造和销售汽车子 午线轮胎活络模具、轮胎二半模具及轮胎成型设备等。主营业务收入构成为：机器人及智能装备 40.76%，轮胎模具34.45%，液压式硫化机20.85%，其他3.79%，精密机床0.15%。 截至发稿，许荣漫累计任职时间4年295天，现任基金资产总规模326.89亿元，任职期间最佳基金回报 114.2%， 任职期间最差基金回报-62.15%。 从巨轮智能十大流通股东角度 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。 数据显示，招商基金旗 ...

12月22日，巨轮智能涨6.28%，截至发稿，报7.79元/股，成交5.99亿元，换手率4.11%，总市值171.33亿 元。 资料显示，巨轮智能装备股份有限公司位于广东省揭东经济开发区5号路中段(广东省揭阳市揭东区人民 大道东侧)，成立日期2001年12月30日，上市日期2004年8月16日，公司主营业务涉及制造和销售汽车子 午线轮胎活络模具、轮胎二半模具及轮胎成型设备等。主营业务收入构成为：机器人及智能装备 40.76%，轮胎模具34.45%，液压式硫化机20.85%，其他3.79%，精密机床0.15%。 从巨轮智能十大流通股东角度 数据显示，天弘基金旗下1只基金位居巨轮智能十大流通股东。天弘中证机器人ETF（159770）三季度 增持424.3万股，持有股数2416.17万股，占流通股的比例为1.25%。根据测算，今日浮盈赚取约1111.44 万元。 天弘中证机器人ETF（159770）成立日期2021年10月26日，最新规模90.78亿。今年以来收益20.91%， 同类排名2446/4198；近一年收益15.33%，同类排名2967/4153；成立以来亏损2.79%。 天弘中证机器人ETF（15977 ...

Investment Rating - The report assigns a "Buy" rating for the company, indicating a positive outlook for its stock performance in the near term [5][7]. Core Insights - The company is a leading manufacturer of precision components, with a stable foundation in consumer electronics and new energy sectors, while also advancing into humanoid robotics, showcasing significant growth potential [6]. - In the first half of 2025, the company's revenue from consumer electronics reached 5.304 billion yuan, accounting for approximately 61% of total revenue, while the new energy business generated 2.939 billion yuan, reflecting a year-on-year growth of 37.09% and representing about 34% of total revenue [6]. - The humanoid robotics segment, although currently small in revenue, is expected to grow significantly, with the global humanoid robot market projected to exceed 5 million units sold and a market size surpassing 400 billion yuan by 2035, with a compound annual growth rate of 51.7% from 2025 to 2035 [6]. Financial Performance Summary - The company is expected to achieve net profits of 833 million yuan, 1.043 billion yuan, and 1.227 billion yuan for the years 2025, 2026, and 2027, respectively, with year-on-year growth rates of 7.95%, 25.26%, and 17.60% [8]. - The projected earnings per share (EPS) for 2025, 2026, and 2027 are 0.61 yuan, 0.77 yuan, and 0.90 yuan, respectively [8]. - The price-to-earnings (P/E) ratios for the years 2025, 2026, and 2027 are estimated to be 59.31, 47.35, and 40.26, respectively [8].

Group 1 - The 2025 Guangdong International Robotics and Intelligent Equipment Development Conference, themed "Intelligent Manufacturing High Ground, Leading the Future," aims to create a platform for cooperation and exchange in the robotics and intelligent equipment sector, showcasing the latest technologies and achievements [2] - The establishment of the Guangdong Embodied Intelligent Robot Supply Chain Industry Alliance was announced, along with the release of the first batch of innovation centers for embodied intelligent robots, which will play a crucial role in advancing technology research and industrialization [2] - The fifth Industrial Software Innovation Application Competition was launched to stimulate innovation in the industrial software sector and promote breakthroughs and applications in industrial software technology [2] Group 2 - The integration of "Artificial Intelligence + Robotics" is becoming a core driving force for global industrial transformation, reshaping the industrial landscape at an unprecedented pace [4] - Dongguan, known as the "World Factory," has been deeply cultivating the robotics and intelligent equipment industry, forming a complete industrial chain from core components to complete machine manufacturing, and from technology research and development to application scenarios [4]

Group 1 - The core point of the news is that Jingye Intelligent experienced a 5.5% increase in stock price, reaching 65.77 CNY per share, with a total market capitalization of 6.721 billion CNY as of the report date [1] - Jingye Intelligent, established on May 20, 2015, specializes in the research, production, and sales of special robots and intelligent equipment, with its main business revenue composition being 57.26% from nuclear industrial intelligent equipment systems, 25.94% from non-nuclear specialized intelligent equipment systems, 8.93% from special robots, and 7.87% from other sources [1] Group 2 - Among the top ten circulating shareholders of Jingye Intelligent, Huaxia Fund's Huaxia Zhongzheng Robot ETF (562500) entered the list in the second quarter, holding 1.1859 million shares, which accounts for 1.16% of the circulating shares, with an estimated floating profit of approximately 4.0677 million CNY as of the report date [2] - The Huaxia Zhongzheng Robot ETF (562500) was established on December 17, 2021, with a latest scale of 14.471 billion CNY, achieving a year-to-date return of 32.93% and a one-year return of 51.53% [2] Group 3 - The fund manager of Huaxia Zhongzheng Robot ETF (562500) is Hualong, who has been in the position for 3 years and 57 days, managing a total fund asset size of 21.877 billion CNY, with the best fund return during the tenure being 125.94% and the worst being -15.08% [3]

Core Viewpoint - Wuhu City is leveraging a spatial strategy of "one core, three belts, and multiple nodes" to drive technological innovation and high-end industrial cluster development, focusing on strategic emerging industries and traditional industries' transformation towards intelligence and sustainability [1][18]. Group 1: New Quality Productive Forces Overview - New Quality Productive Forces, introduced by President Xi Jinping, emphasize innovation as the main driver, characterized by high technology, efficiency, and quality, aligning with advanced production capabilities [2]. - This concept is crucial for promoting high-quality economic development and constructing a modern industrial system [2]. Group 2: Economic Performance of Wuhu City - Wuhu City, as a key node in the Yangtze River Delta G60 Science and Technology Innovation Corridor, has seen its GDP exceed 512.05 billion yuan in 2024, with a year-on-year growth of 6.4% [3]. - The secondary industry has shown remarkable performance with an added value of 55.29 billion yuan and a growth rate of 8.7% [3]. Group 3: Industrial Development and Innovation - Wuhu is focusing on the "Jiuzi Science and Technology Innovation Bay" to create a highland for industrial innovation, planning 18 specialized innovation parks with a total construction area of 5.95 million square meters [5]. - The city's industrial enterprises achieved over 850 billion yuan in revenue, with a profit margin of 6%, and strategic emerging industries grew by 22% [5]. Group 4: Policy Framework for New Quality Productive Forces - Wuhu City has implemented several policies to support the development of New Quality Productive Forces, including action plans for modern service industries and digital transformation [9][11]. - These policies aim to create a comprehensive system covering technological innovation, industrial upgrading, and digital empowerment [9]. Group 5: Modern Industrial System - Wuhu has established a "4+10+6" industrial system, focusing on traditional industries like automotive and electronics while promoting strategic emerging industries such as robotics and new energy [13]. - The city aims to enhance its industrial capacity towards high-end, specialized, and cutting-edge sectors [13]. Group 6: Future Development Trends - Wuhu's development of New Quality Productive Forces will focus on technological innovation, particularly in smart connected vehicles and robotics [26]. - The city plans to foster a modern industrial cluster system that integrates traditional and emerging industries, enhancing collaborative efficiency through digital technologies [27]. - Wuhu will deepen cooperation within the G60 Science and Technology Innovation Corridor and optimize policies to attract global high-end resources [28].