Group 1 - The core viewpoint of the news is that 雷赛智能 (Leisai Intelligent) has shown a positive performance in terms of stock price and financial results, despite a slight decline in stock price on January 14 [1][2]. - As of January 14, 雷赛智能's stock price was 43.88 yuan per share, with a market capitalization of 13.785 billion yuan and a trading volume of 312 million yuan [1]. - The company has experienced a year-to-date stock price increase of 4.30%, with a 5-day increase of 4.85%, a 20-day increase of 13.53%, and a 60-day increase of 4.58% [1]. Group 2 - 雷赛智能's main business involves the research, production, and sales of core components for motion control, including controllers, drivers, and motors, contributing to a revenue composition of 47.91% from servo systems, 34.94% from stepper systems, and 16.18% from control technology [1][2]. - For the period from January to September 2025, 雷赛智能 achieved a revenue of 1.3 billion yuan, representing a year-on-year growth of 12.57%, and a net profit attributable to shareholders of 160 million yuan, reflecting an 11.01% increase [2]. - The company has distributed a total of 5.35 billion yuan in dividends since its A-share listing, with 2.26 billion yuan distributed in the last three years [3]. Group 3 - 雷赛智能 is classified under the mechanical equipment sector, specifically in automation equipment and robotics, and is associated with concepts such as agile hands, Industry 4.0, and industrial internet [2]. - As of September 30, 2025, 雷赛智能 had 43,800 shareholders, an increase of 2.42% from the previous period, with an average of 5,044 circulating shares per shareholder, a decrease of 1.13% [2][3]. - The top ten circulating shareholders include various ETFs, with 易方达国证机器人产业 ETF being the fourth largest shareholder, holding 5.8893 million shares, and 华夏中证机器人 ETF being the fifth largest, holding 5.0896 million shares, which increased by 948,800 shares from the previous period [3].

Core Viewpoint - The stock of Xinjie Electric has experienced fluctuations, with a recent decline of 2.00%, while showing a year-to-date increase of 14.16% and significant gains over various trading periods [1][2]. Financial Performance - For the period from January to September 2025, Xinjie Electric achieved a revenue of 1.382 billion yuan, representing a year-on-year growth of 14.16%. The net profit attributable to shareholders was 180 million yuan, reflecting a growth of 3.39% [2]. - Cumulatively, since its A-share listing, Xinjie Electric has distributed a total of 442 million yuan in dividends, with 285 million yuan distributed over the past three years [3]. Shareholder and Market Activity - As of September 30, 2025, the number of shareholders for Xinjie Electric increased to 12,600, marking a rise of 1.33%. The average number of circulating shares per person decreased by 1.31% to 11,093 shares [2]. - The stock's trading activity showed a net outflow of 5.4519 million yuan from major funds, with significant buying and selling activity from large orders [1]. Company Overview - Xinjie Electric, established on April 22, 2008, and listed on December 21, 2016, specializes in the research, production, and sales of industrial automation control products, primarily generating 99.78% of its revenue from equipment sales [1]. - The company operates within the mechanical equipment sector, specifically in automation equipment and robotics, and is associated with concepts such as Industry 4.0 and machine vision [1].

Company Overview - Kailida's stock price increased by 2.06% on January 14, reaching 38.08 CNY per share, with a trading volume of 34.19 million CNY and a turnover rate of 0.83%, resulting in a total market capitalization of 4.183 billion CNY [1] - The company, established on March 17, 2009, and listed on October 25, 2021, specializes in the research, production, and sales of welding robots and industrial welding equipment [2] - The main revenue composition includes industrial robots (68.86%), industrial welding equipment (23.78%), and others (7.36%) [2] Stock Performance - Since the beginning of the year, Kailida's stock has risen by 3.96%, with a 4.33% increase over the last five trading days, a 21.35% increase over the last 20 days, and a 3.23% increase over the last 60 days [2] Financial Performance - For the period from January to September 2025, Kailida achieved a revenue of 504 million CNY, representing a year-on-year growth of 11.72%, while the net profit attributable to shareholders decreased by 56.42% to 12.75 million CNY [2] Shareholder Information - As of September 30, 2025, the number of Kailida's shareholders was 7,102, a decrease of 2.42% from the previous period, with an average of 15,468 circulating shares per person, an increase of 2.48% [2] - The company has distributed a total of 107 million CNY in dividends since its A-share listing, with 67.51 million CNY distributed over the last three years [3] Institutional Holdings - As of September 30, 2025, Kailida's sixth-largest circulating shareholder is the Huaxia CSI Robotics ETF, holding 1.8265 million shares, an increase of 333,700 shares from the previous period [3] - The eighth-largest circulating shareholder is the Tianhong CSI Robotics ETF, which is a new shareholder holding 724,700 shares [3]

证券日报网讯1月13日，罗博特科（300757）发布公告称，公司将于2026年1月29日15：00召开2026年第 一次临时股东会。 ...

证券之星消息，1月13日自动化设备板块较上一交易日下跌1.8%，星辰科技领跌。当日上证指数报收于 4138.76，下跌0.64%。深证成指报收于14169.4，下跌1.37%。自动化设备板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 688017 | 绿的谐波 | 1.61 Z | 5.42% | -1.59 Z | -5.34% | -219.98万 | -0.07% | | 002698 博实股份 | | 9299.60万 | 8.02% | 1179.08万 | 1.02% | -1.05 Z | -9.04% | | 605186 健慶信息 | | 4167.58万 | 24.86% | -1571.92万 | -9.38% | -2595.66万 | -15.48% | | 603275 众辰科技 | | 3715.34万 | 11.45% | -2292.05万 | -7.06% ...

格隆汇1月13日丨弘讯科技(603015.SH)在投资者互动平台表示，弘讯科技主营自动化、数字化和新能源 三大业务板块。 1.自动化业务板块产品主要是工业控制系统、伺服驱动系统等解决方案，应用于塑料机 械、金属加工机械及直角坐标机器人等； 2.数字化业务板块产品主要是数据联网服务类，数字工厂解决 方案，可应用于多行业场景； 3.新能源业务板块产品主要是应用于核聚变托卡马克装置等高精度电源， 以及储能系统等。 具体可参照年度报告产品与业务介绍相关章节。 目前产品无直接应用于商业航天领 域。 ...

分红方面，博实股份A股上市后累计派现17.91亿元。近三年，累计派现7.65亿元。 资料显示，哈尔滨博实自动化股份有限公司位于黑龙江省哈尔滨开发区迎宾路集中区东湖街9号，成立 日期1997年9月12日，上市日期2012年9月11日，公司主营业务涉及从事智能制造装备的研发、生产、销 售,从事智能制造装备领域的工业服务,以及聚焦于工业废酸回收再利用领域的节能环保工艺与装备的研 发、生产、销售,并围绕系列产品提供系统解决方案和相关增值服务。主营业务收入构成为：固体物料 后处理智能制造装备57.65%，运维、售后类工业服务24.15%，橡胶后处理智能制造装备9.09%，补充类 工业服务及其它3.09%，环保工艺技术及成套装备2.89%，智能物流与仓储系统1.57%，机器人+1.57%。 博实股份所属申万行业为：机械设备-自动化设备-机器人。所属概念板块包括：3D打印、机械、专精特 新、黑龙江自贸区、中盘等。 截至1月9日，博实股份股东户数4.55万，较上期增加2.54%；人均流通股18493股，较上期减少2.48%。 2025年1月-9月，博实股份实现营业收入21.42亿元，同比减少1.04%；归母净利润4.26亿元 ...

——A 股投资策略周报告 华龙证券研究所 A 股市场走势(2025/1/17-2026/1/12) 策略研究报告 证券研究报告 策略报告 报告日期：2026 年 1 月 12 日 市场预期积极，关注结构性因素 摘要（核心观点）： 上周成长板块占优。上周各风格指数均呈现不同程度上涨，其中成长、周 期风格涨幅靠前。成长板块整体表现较好，一方面成长板块覆盖的行业存 在较多利好因素催化，如脑机接口、商业航天、AI、新能源等方向。另一 方面相关行业景气度较高，根据 12 月 PMI 数据显示，高技术制造业 PMI 为 52.5%，较上月上升 2.4%，其中计算机通信电子设备等行业生产指数和新 订单指数均高于 53.0%。 价格端数据进一步改善。①CPI 环比上涨 0.2%，较上月回升，主要为除能 源外的工业消费品价格上涨影响。一方面受到提振消费政策的带动，另一 方面叠加了假期购物需求的影响。CPI 同比上涨 0.8%，涨幅较上月扩大， 食品价格涨幅扩大是主要拉动因素。核心 CPI 同比上涨 1.2%，涨幅连续 4 个月保持在 1%以上。②PPI 环比上涨 0.2%，连续 3 个月上涨，涨幅较上月 扩大。PPI 同比下降 ...

证券之星消息，1月12日自动化设备板块较上一交易日上涨2.54%，星辰科技领涨。当日上证指数报收于 4165.29，上涨1.09%。深证成指报收于14366.91，上涨1.75%。自动化设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 920885 | 星辰科技 | 29.88 | 12.93% | 23.50万 | | 6.78亿 | | 920396 | 常辅股份 | 42.55 | 10.63% | 12.99万 | | 5.30亿 | | 688889 | 圆田换 | 61.29 | 10.61% | 22.57万 | | 13.38亿 | | 603015 | 弘讯科技 | 18.82 | 9.99% | 81.95万 | | 14.48亿 | | 300278 | 华昌达 | 6.75 | 9.22% | 105.84万 | | 6.91亿 | | 688777 | 中控技术 | 57.57 | 7.33% | 54.93万 | | 31.32 ...

1月12日，绿的谐波盘中上涨2.02%，截至13:04，报199.65元/股，成交12.17亿元，换手率3.40%，总市 值366.02亿元。 机构持仓方面，截止2025年9月30日，绿的谐波十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股896.09万股，相比上期增加495.35万股。易方达国证机器人产业ETF（159530）位居第六 大流通股东，持股359.51万股，为新进股东。华夏中证机器人ETF（562500）位居第七大流通股东，持 股302.69万股，相比上期增加56.57万股。万家优选（161903）位居第八大流通股东，持股300.00万股， 相比上期减少100.00万股。鹏华碳中和主题混合A（016530）位居第九大流通股东，持股182.13万股， 相比上期减少7.71万股。南方中证500ETF（510500）位居第十大流通股东，持股161.51万股，相比上期 减少3.48万股。 责任编辑：小浪快报 绿的谐波所属申万行业为：机械设备-自动化设备-机器人。所属概念板块包括：减速器、人形机器人、 新型工业化、工业母机、机器人概念等。 截至9月30日，绿的谐波股东户数3.18万，较上期增 ...