证券日报网讯汇川技术（300124）8月28日发布公告，在公司回答调研者提问时表示，公司研发费用率 约10%，投入重点主要为：①软件领域，包括FA平台、PLC、CNC、数字化平台等，旨在弥补国内相关 领域短板；②针对海外市场产品的开发；③其他战略业务投入，包括人形机器人相关产品。 ...

25H1 两大核心业务通用自动化收入YOY+17%， 新能源汽车收入YOY+50%。分产品，1）25H1 公司通 用自动化业务实现销售收入约88 亿元，YOY+17%，变频器（不含电梯专机）实现销售收入约27 亿 元，通用伺服系统实现销售收入约37 亿元，PLC&HMI 实现销售收入约9 亿元，工业机器人（含精密机 械）实现销售收入约6 亿元。2）25H1 公司新能源汽车业务实现销售收入约90 亿元，YOY+50%。新能 源乘用车定点车型持续放量，海外客户定点5 个项目，国内乘用车客户项目定点数量30 余个，新增定点 支撑未来增长。新能源商用车业务，深耕轻卡、微面、重卡、客车等市场，800V 电压平台域控多合一 控制器和扁线油冷电机产品在主机厂实现整车验证和小批量应用。3）25H1 公司智慧电梯业务实现销售 收入约23 亿元，同比下滑约1%。4）25H1 公司轨道交通业务实现营业收入约2.2 亿元，同比基本持 平。 海外市场维持高毛利率、高增速。分市场，25H1 公司海外业务实现收入13.19 亿元，同比增长 39.34%，收入占比约6.4%，毛利率提升1.65Pcts 至35.22%，新兴市场+发达市场双轮 ...

美好医疗（301363.SZ）8月21日在投资者互动平台表示，机器人是未来产业发展的重要方向，市场空间 广阔。人形机器人领域，公司家用及消费电子事业部积极探索人形机器人产业发展路径，结合公司已有 的PEEK制造技术、精密模具技术、传感器技术，已着手开展相关产品技术布局和客户沟通。公司已具 备成熟的peek制造及成型技术，现有PEEK产品主要包括人工耳蜗的植入体、颅颌面修复系统中PEEK手 术固定片、三类可植入止血夹等，公司将积极探索PEEK制造成型技术在各领域的延展应用。 每经AI快讯，有投资者在投资者互动平台提问：公司的投资者关系管理信息公告，公司目前已经着手 进入人形机器人相关领域的产品技术研发，请问是研究哪部分人形机器人产品（比如，机器人巧灵手， 滚珠丝杆等零部件，还是PEEK应用材料及精密模具）？同时，公司具备PEEK材料制造的能力，请问公 司有哪些PEEK相关产品的生产？ （文章来源：每日经济新闻） ...

Core Insights - Wolong Electric Drive (卧龙电驱) has demonstrated steady growth in its performance, with a revenue of 8.031 billion yuan in the first half of 2025, marking a year-on-year increase of 0.66%, and a net profit attributable to shareholders of 537 million yuan, up 36.76% [2][3] Financial Performance - In the first half of 2025, the company achieved a net cash flow from operating activities of 710 million yuan, a significant increase of 100.57% year-on-year, with a net cash ratio exceeding 1 [3] - The overall gross margin improved from 24.05% at the end of 2024 to 25.49% in the first half of 2025, an increase of 1.44 percentage points [4] - The company reported a revenue of 16.247 billion yuan for the full year of 2024, reflecting a 4.37% year-on-year growth, and a net profit of 793 million yuan, up 49.63% [2] Business Strategy - Wolong Electric Drive has actively adjusted its business structure by divesting four subsidiaries in the renewable energy sector for 726 million yuan, allowing it to focus on its core business of motors and drive control [4] - The company is expanding its footprint in the robotics sector, developing humanoid robots and industrial automation solutions, and has formed strategic partnerships with various robotics firms [4][6] Market Position - The company has established a strong competitive advantage in the global market through acquisitions of several well-known motor and control product manufacturers, enhancing its brand influence and technological capabilities [5] - Approximately 40% of the company's revenue is derived from overseas markets, indicating a significant contribution from international operations [5] Research and Development - From 2023 to the first half of 2025, the company invested a total of 1.515 billion yuan in R&D, maintaining a high R&D expense ratio of around 3.9% [7] - The company has established a robust product line management system and is actively pursuing partnerships with academic institutions to strengthen its technological core competencies [7]

证券日报网讯长盈精密8月1日在互动平台回答投资者提问时表示，公司目前暂无资产重组计划。公司消 费电子和新能源两大主营业务运营稳健，在新业务人形机器人上也已与国内外多家人形机器人头部品牌 建立合作，并已有订单进入量产。随着AI及高速通讯技术的快速发展，公司看好该方向未来的发展， 并将积极跟进客户和市场需求，为公司的发展提供新的增长支撑。 （文章来源：证券日报） ...

Group 1 - Postal Savings Bank of China plans to invest 10 billion RMB to establish a financial asset investment subsidiary [1] - Precision Steel Structure has signed a contract for the Saudi Arabia World Cup venue project worth approximately 550 million RMB [1] - Anker Innovations is researching and evaluating equity financing in the Hong Kong capital market to enhance its global strategy [1] Group 2 - Zhongrong Electric plans to invest 1.141 billion RMB in the construction of the Sinok New Energy Technology Park [1] - Kesi Co., one of the actual controllers, plans to reduce its stake by up to 3% [1] - Huicheng Vacuum's shareholder plans to reduce its stake by up to 3% [1] Group 3 - Zhongchong Co. plans to reduce its stake by up to 1.5% due to shareholder funding needs [1] - Tailin Bio's controlling shareholder plans to reduce its stake by up to 1.5% [1] - Taiji Group intends to repurchase shares worth between 80 million and 120 million RMB [1] Group 4 - Guosheng Pharmaceutical's innovative hepatitis B drug GST-HG131 has been included in the breakthrough treatment list but does not guarantee market approval [2] - Zhongchen Technology's revenue from humanoid robot-related products accounts for less than 1% of total revenue [2] - Baoxiniang's director has reduced his stake by 46,880 shares [2] Group 5 - Hesheng Silicon Industry's controlling shareholder is transferring 5.08% of shares at a price of 43.9 RMB per share [2] - ST Zhongdi's controlling shareholder's shares will be judicially disposed of due to a financial dispute [2] - Baogang Co. plans to produce 390,000 tons of rare earth concentrate in 2025 [2] Group 6 - Shanghai Wumao's stock has hit the limit up for four consecutive trading days, with a cumulative increase of 46.45% [2] - Donghu High-tech's shareholder plans to reduce its stake by 1.26% [2] - Pinggao Electric has won bids from the State Grid totaling approximately 1.45 billion RMB [2] Group 7 - Toxin Pharmaceutical plans to invest 10 million RMB in Jiangsu Jinsan Biotechnology [2] - Fule New Materials' shareholder plans to reduce its stake by up to 1.33% [3] - Jindi Co. plans to invest 1.5 billion RMB to establish a subsidiary in Chongqing [3] Group 8 - Bihua Co.'s director has reduced his stake by 424,000 shares [3] - Shangfeng Cement's controlling shareholder has released a pledge on 1.24% of shares [3] - Pinming Technology expects a net profit increase of 231.79% to 302.89% for the first half of 2025 [3] Group 9 - CanSino has received approval for clinical trials of its trivalent polio vaccine [3] - Wili Transmission's president has resigned for personal reasons [3] - ST Jinglun expects a net loss of 19 million to 22 million RMB for the first half of 2025 [3] Group 10 - Hainan Mining's memorandum of understanding with AJLAN & BROS COMPANY FOR MINING has been terminated [3] - Sheneng Co. reported a 1.7% decrease in power generation for the first half of 2025 [3] - Zhejiang Energy Power's power generation increased by 4.48% in the first half of 2025 [4]

Core Viewpoint - The company, Wolong Electric Drive, plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance its global strategy and international competitiveness [1][2]. Group 1: Company Strategy - Wolong Electric Drive aims to deepen its global strategy and improve its international image and competitiveness through the issuance of H-shares [2]. - The company has been implementing an internationalization strategy since 1998, establishing a global industrial layout through strategic acquisitions and technological integration [2]. - The company plans to fully promote its overseas strategy in 2025, focusing on personnel, products, supply chains, and capital going abroad [3]. Group 2: Financial Performance - In Q1 2025, the company achieved a revenue of 4.039 billion, a year-on-year increase of 7.95%, and a net profit of 268 million, up 20.45% [1][4]. - For the full year 2024, the company reported a revenue of 16.247 billion, a growth of 4.37%, and a net profit of 793 million, which is a significant increase of 49.63% [4]. - The company has set a target for 2025 to achieve a revenue of 16.383 billion and a net profit of 1.1 billion [7]. Group 3: Business Focus - The main business areas of Wolong Electric Drive include electric motors and control, with a significant focus on industrial motors and drives, which accounted for 55.80% of product revenue in 2024 [4]. - The company is also developing humanoid robots and has established a strategic investment in a robotics innovation company to enhance its capabilities in this area [5][6]. - The company has a strong emphasis on research and development, with R&D expenses amounting to 805 million in 2024, representing 4.95% of its revenue [6].