10月17日，拓斯达盘中下跌2.01%，截至10:19，报31.66元/股，成交1.28亿元，换手率1.20%，总市值 151.01亿元。 资金流向方面，主力资金净流出1620.15万元，特大单买入118.08万元，占比0.92%，卖出945.04万元， 占比7.40%；大单买入1803.45万元，占比14.12%，卖出2596.65万元，占比20.33%。 拓斯达今年以来股价涨24.21%，近5个交易日跌8.18%，近20日跌20.19%，近60日跌7.59%。 今年以来拓斯达已经3次登上龙虎榜，最近一次登上龙虎榜为5月13日，当日龙虎榜净买入-1.29亿元； 买入总计4.06亿元 ，占总成交额比8.04%；卖出总计5.34亿元 ，占总成交额比10.59%。 资料显示，广东拓斯达科技股份有限公司位于广东省东莞市松山湖园区科苑西二路3号，成立日期2007 年6月1日，上市日期2017年2月9日，公司主营业务涉及为下游制造业客户提供工业自动化整体解决方案 及相关设备。主营业务收入构成为：智能能源及环境管理系统31.50%，工业机器人及自动化应用系统 29.39%，注塑机、配套设备及自动供料系统21.05%，数控 ...

Company Overview - Guangdong Tuosda Technology Co., Ltd. is located in Dongguan, Guangdong Province, and was established on June 1, 2007. The company went public on February 9, 2017. Its main business involves providing industrial automation solutions and related equipment to downstream manufacturing clients [2]. - The revenue composition of Tuosda includes: Smart Energy and Environmental Management Systems (31.50%), Industrial Robots and Automation Application Systems (29.39%), Injection Molding Machines and Supporting Equipment (21.05%), CNC Machine Tools (15.07%), and Others (3.00%) [2]. Financial Performance - For the first half of 2025, Tuosda achieved operating revenue of 1.086 billion yuan, a year-on-year decrease of 36.98%. The net profit attributable to the parent company was 28.73 million yuan, down 19.75% year-on-year [2]. - Since its A-share listing, Tuosda has distributed a total of 284 million yuan in dividends, with 48.18 million yuan distributed over the past three years [3]. Stock Market Activity - On September 23, Tuosda's stock price fell by 2.02%, trading at 37.40 yuan per share, with a total market capitalization of 17.839 billion yuan. The trading volume was 245 million yuan, with a turnover rate of 1.95% [1]. - Year-to-date, Tuosda's stock price has increased by 46.72%, but it has seen a decline of 4.81% over the past five trading days [1]. - Tuosda has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on May 13, where it recorded a net buy of -129 million yuan [1]. Shareholder Structure - As of June 30, 2025, Tuosda had 87,200 shareholders, a decrease of 0.74% from the previous period. The average circulating shares per person were 3,806, down 0.94% [2]. - The top ten circulating shareholders include notable ETFs such as Huaxia CSI Robot ETF and Tianhong CSI Robot ETF, with significant increases in their holdings [3].

Company Overview - Guangdong Tuosda Technology Co., Ltd. is located in Dongguan, Guangdong Province, established on June 1, 2007, and listed on February 9, 2017. The company provides industrial automation solutions and related equipment to downstream manufacturing clients [2] - The main business revenue composition includes: Smart Energy and Environmental Management Systems (31.50%), Industrial Robots and Automation Application Systems (29.39%), Injection Molding Machines and Supporting Equipment (21.05%), CNC Machine Tools (15.07%), and Others (3.00%) [2] - Tuosda belongs to the Shenwan industry classification of Mechanical Equipment - Automation Equipment - Robots, and is associated with concepts such as Machinery, New Industrialization, Humanoid Robots, Industrial Mother Machines, and Robot Concepts [2] Financial Performance - As of June 30, 2025, Tuosda achieved operating revenue of 1.086 billion yuan, a year-on-year decrease of 36.98%, and a net profit attributable to shareholders of 28.73 million yuan, a year-on-year decrease of 19.75% [2] - The company has cumulatively distributed 284 million yuan in dividends since its A-share listing, with 48.18 million yuan distributed over the past three years [3] Stock Performance - On September 18, Tuosda's stock price decreased by 2.01%, closing at 39.40 yuan per share, with a trading volume of 1.473 billion yuan and a turnover rate of 11.06%, resulting in a total market capitalization of 18.793 billion yuan [1] - Year-to-date, Tuosda's stock price has increased by 54.57%, with a slight decline of 0.68% over the past five trading days, an increase of 8.00% over the past 20 days, and a 15.24% increase over the past 60 days [1] - The company has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on May 13, where it recorded a net buy of -129 million yuan [1] Shareholder Information - As of June 30, 2025, Tuosda had 87,200 shareholders, a decrease of 0.74% from the previous period, with an average of 3,806 circulating shares per person, a decrease of 0.94% [2] - Among the top ten circulating shareholders, the Huaxia CSI Robot ETF (562500) is the second-largest shareholder with 7.4858 million shares, an increase of 1.3327 million shares from the previous period [3]

Group 1 - The core viewpoint of the news highlights the recent stock performance and financial metrics of TuoSiDa, indicating a decline in stock price and significant net outflow of funds [1] - As of September 12, TuoSiDa's stock price decreased by 2.02% to 38.87 CNY per share, with a total market capitalization of 18.54 billion CNY [1] - The company has seen a year-to-date stock price increase of 52.49%, with notable gains over the past 5, 20, and 60 trading days [1] Group 2 - TuoSiDa, established on June 1, 2007, specializes in providing industrial automation solutions and related equipment, with a revenue composition that includes smart energy and environmental management systems (31.50%) and industrial robots (29.39%) [2] - As of June 30, 2025, TuoSiDa reported a revenue of 1.086 billion CNY, a year-on-year decrease of 36.98%, and a net profit of 28.73 million CNY, down 19.75% [2] - The company has distributed a total of 284 million CNY in dividends since its A-share listing, with 48.18 million CNY distributed over the last three years [3] Group 3 - As of June 30, 2025, TuoSiDa had 87,200 shareholders, a decrease of 0.74% from the previous period, with an average of 3,806 circulating shares per shareholder [2] - The top shareholders include various ETFs, with notable increases in holdings from 华夏中证机器人ETF and 天弘中证机器人ETF [3]

Group 1 - The core viewpoint of the news is that TuoSiDa's stock price increased by 5.02% to 39.55 CNY per share, with a trading volume of 1.997 billion CNY and a turnover rate of 15.56%, resulting in a total market capitalization of 18.864 billion CNY [1] - TuoSiDa Technology Co., Ltd. is located in Dongguan, Guangdong Province, and was established on June 1, 2007, with its listing date on February 9, 2017. The company provides overall solutions and related equipment for industrial automation to downstream manufacturing clients [1] - The main business revenue composition includes: Smart Energy and Environmental Management Systems (31.50%), Industrial Robots and Automation Application Systems (29.39%), Injection Molding Machines and Supporting Equipment (21.05%), CNC Machine Tools (15.07%), and Others (3.00%) [1] Group 2 - Tianhong Fund has a fund among TuoSiDa's top ten circulating shareholders. The Tianhong CSI Robot ETF (159770) increased its holdings by 559,900 shares in the second quarter, holding a total of 3.027 million shares, accounting for 0.91% of circulating shares [2] - The Tianhong CSI Robot ETF (159770) was established on October 26, 2021, with a latest scale of 5.834 billion CNY. Year-to-date returns are 31.23%, ranking 1131 out of 4222 in its category; the one-year return is 84.07%, ranking 601 out of 3798; and since inception, the return is 5.51% [2] Group 3 - The fund managers of Tianhong CSI Robot ETF (159770) are Liu Xiaoming and Qi Shichao. Liu Xiaoming has a cumulative tenure of 6 years and 352 days, with a total fund asset scale of 16.3 billion CNY and the best fund return during his tenure being 57.89% [3] - Qi Shichao has a cumulative tenure of 233 days, with a total fund asset scale of 21.225 billion CNY and the best fund return during his tenure being 32.2% [3]

Group 1 - The core viewpoint of the news is that TuoSiDa's stock price increased by 5.02% to 39.55 CNY per share, with a trading volume of 1.997 billion CNY and a turnover rate of 15.56%, resulting in a total market capitalization of 18.864 billion CNY [1] - TuoSiDa Technology Co., Ltd. is located in Dongguan, Guangdong Province, established on June 1, 2007, and listed on February 9, 2017. The company provides overall solutions and related equipment for industrial automation to downstream manufacturing clients [1] - The main business revenue composition includes: Smart Energy and Environmental Management Systems (31.50%), Industrial Robots and Automation Application Systems (29.39%), Injection Molding Machines and Supporting Equipment (21.05%), CNC Machine Tools (15.07%), and Others (3.00%) [1] Group 2 - Among TuoSiDa's top ten circulating shareholders, Huaxia Fund's Huaxia Zhongzheng Robot ETF (562500) increased its holdings by 1.3327 million shares in the second quarter, holding a total of 7.4858 million shares, which accounts for 2.25% of the circulating shares [2] - The estimated floating profit from this increase is approximately 14.1482 million CNY [2] - The Huaxia Zhongzheng Robot ETF (562500) was established on December 17, 2021, with a latest scale of 14.471 billion CNY. Year-to-date returns are 30.96%, ranking 1141 out of 4222 in its category; the one-year return is 82.42%, ranking 670 out of 3798; and since inception, the return is 1.75% [2]

Group 1 - The core viewpoint of the news is that TuoSiDa's stock has seen a significant increase, with a rise of 5.02% to 39.55 yuan per share, and a trading volume of 1.999 billion yuan, indicating strong market interest [1] - TuoSiDa Technology Co., Ltd. is based in Dongguan, Guangdong, and was established on June 1, 2007, with its IPO on February 9, 2017. The company specializes in providing industrial automation solutions and related equipment to downstream manufacturing clients [1] - The revenue composition of TuoSiDa includes: 31.50% from smart energy and environmental management systems, 29.39% from industrial robots and automation applications, 21.05% from injection molding machines and supporting equipment, 15.07% from CNC machine tools, and 3.00% from other sources [1] Group 2 - From the perspective of fund holdings, one fund under Yingda has a significant position in TuoSiDa, with Yingda Flexible Allocation A (001270) holding 28,300 shares, accounting for 4.13% of the fund's net value, making it the fourth-largest holding [2] - Yingda Flexible Allocation A (001270) was established on May 7, 2015, with a latest scale of 696,700,000 yuan. The fund has achieved a year-to-date return of 21.48%, ranking 3537 out of 8175 in its category, and a one-year return of 45.9%, ranking 3160 out of 7982 [2]

Company Overview - Guangdong Tuosda Technology Co., Ltd. is located in Dongguan, Guangdong Province, established on June 1, 2007, and listed on February 9, 2017. The company provides overall industrial automation solutions and related equipment for downstream manufacturing clients [2] - The main business revenue composition includes: Smart Energy and Environmental Management Systems (31.50%), Industrial Robots and Automation Application Systems (29.39%), Injection Molding Machines and Supporting Equipment (21.05%), CNC Machine Tools (15.07%), and Others (3.00%) [2] - Tuosda belongs to the Shenwan industry classification of Machinery Equipment - Automation Equipment - Robots, and is associated with concepts such as New Industrialization, Humanoid Robots, Machinery, Industrial Mother Machines, and Machine Vision [2] Financial Performance - As of June 30, 2025, Tuosda achieved operating revenue of 1.086 billion yuan, a year-on-year decrease of 36.98%, and a net profit attributable to shareholders of 28.73 million yuan, a year-on-year decrease of 19.75% [2] - The company has cumulatively distributed 284 million yuan in dividends since its A-share listing, with 48.18 million yuan distributed over the past three years [3] Stock Market Activity - On September 5, Tuosda's stock price increased by 2.02%, reaching 34.86 yuan per share, with a trading volume of 168 million yuan and a turnover rate of 1.47%, resulting in a total market capitalization of 16.627 billion yuan [1] - Year-to-date, Tuosda's stock price has risen by 36.76%, with a recent decline of 3.03% over the past five trading days, a 2.86% increase over the past 20 days, and a 1.22% increase over the past 60 days [1] - The company has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on May 13, where it recorded a net buy of -129 million yuan [1] Shareholder Information - As of June 30, 2025, Tuosda had 87,200 shareholders, a decrease of 0.74% from the previous period, with an average of 3,806 circulating shares per person, a decrease of 0.94% [2] - Among the top ten circulating shareholders, the Huaxia CSI Robot ETF (562500) is the second-largest shareholder with 7.4858 million shares, an increase of 1.3327 million shares from the previous period [3]

Group 1 - The core viewpoint of the news is the performance and market position of Guangdong Tosstar Technology Co., Ltd., which has seen a stock price increase of 5.27% to 38.35 CNY per share, with a total market capitalization of 18.292 billion CNY [1] - The company, established on June 1, 2007, and listed on February 9, 2017, specializes in providing industrial automation solutions and related equipment to downstream manufacturing clients [1] - The revenue composition of the company includes: 31.50% from smart energy and environmental management systems, 29.39% from industrial robots and automation application systems, 21.05% from injection molding machines and supporting equipment, 15.07% from CNC machine tools, and 3.00% from other sources [1] Group 2 - In terms of fund holdings, Invesco Great Wall Fund has a significant position in Tosstar, with its ETF holding 566,600 shares, representing 3.61% of the fund's net value, making it the sixth-largest holding [2] - The Invesco Great Wall National Robot Industry ETF (159559) was established on November 30, 2023, with a latest scale of 535 million CNY and has achieved a year-to-date return of 31.09% [2] - The fund manager, Jin Huang, has been in charge for nearly two years, with the fund's total assets amounting to 23.021 billion CNY, achieving a best return of 97.59% during his tenure [3]

Core Viewpoint - The company TuoSiDa (300607.SZ) has announced a third delay in the implementation of its convertible bond fundraising project, extending the deadline for the smart manufacturing overall solution R&D and industrialization project to December 31, 2025, primarily due to changes in the market economic environment and the need for product and technology adaptation [1][4][8]. Group 1: Project Delays - TuoSiDa's smart manufacturing project was initially set to be operational by March 31, 2023, but has faced multiple delays, with the first extension announced in March 2023 and the second in May 2024 [1][5][6]. - As of May 23, 2025, the project has seen a total investment of 232 million yuan, achieving a progress rate of 49.28% [2][7]. - The project has been impacted by external macroeconomic factors and the need for technological updates, leading to a cautious investment approach [8][9]. Group 2: Financial Performance - In 2024, TuoSiDa reported a significant revenue decline of 36.92%, with total revenue of 2.872 billion yuan and a net loss of 245 million yuan, marking the first loss since its listing in 2017 [2][3][9]. - The company's decision not to distribute profits in 2024 is also a first since its IPO, reflecting the financial strain [3][9]. - The decline in revenue is largely attributed to a substantial drop in the smart energy and environmental management system business, which saw a 54.22% decrease in revenue [9][10]. Group 3: Business Adjustments - TuoSiDa is undergoing a strategic transformation, focusing on product refinement and reducing project scope, which has led to a contraction in the smart energy and environmental management system business [9][10]. - Despite the challenges in the smart energy sector, other business segments, such as industrial robots and automation systems, have shown relative stability, with a revenue of 755 million yuan, albeit down 22.05% [9][10]. - The overall gross margin for the remaining business segments, excluding the smart energy sector, increased to 34.25%, indicating some resilience in other areas [10].