柯力传感所属申万行业为：机械设备-通用设备-仪器仪表。所属概念板块包括：机器视觉、人形机器 人、人工智能、大数据、边缘计算等。 截至6月30日，柯力传感股东户数6.38万，较上期减少8.47%；人均流通股4401股，较上期增加9.25%。 2025年1月-6月，柯力传感实现营业收入6.85亿元，同比增长23.40%；归母净利润1.73亿元，同比增长 47.93%。 10月22日，柯力传感盘中上涨2.05%，截至10:20，报67.30元/股，成交1.58亿元，换手率0.85%，总市值 189.00亿元。 资金流向方面，主力资金净流入873.15万元，特大单买入972.90万元，占比6.16%，卖出630.92万元，占 比3.99%；大单买入2788.01万元，占比17.65%，卖出2256.85万元，占比14.29%。 柯力传感今年以来股价涨4.63%，近5个交易日跌2.07%，近20日跌15.03%，近60日涨0.45%。 资料显示，宁波柯力传感科技股份有限公司位于浙江省宁波市江北区长兴路199号，成立日期2002年12 月30日，上市日期2019年8月6日，公司主营业务涉及研制、生产和销售应变式传感器、仪 ...

Core Viewpoint - The stock of Keli Sensor has shown fluctuations, with a recent increase of 2.10% but a decline of 9.96% over the last five trading days, indicating volatility in investor sentiment and market performance [1]. Company Overview - Keli Sensor Technology Co., Ltd. was established on December 30, 2002, and went public on August 6, 2019. The company specializes in the research, production, and sales of strain sensors and instruments, as well as providing various system integration services [2]. - The main revenue sources for Keli Sensor are: mechanical sensors and instruments (48.70%), industrial IoT and system integration (41.12%), and other categories including temperature sensors (1.53%) and current/voltage sensors (1.51%) [2]. Financial Performance - As of June 30, Keli Sensor reported a total of 63,800 shareholders, a decrease of 8.47% from the previous period. The average circulating shares per person increased by 9.25% to 4,401 shares [3]. - For the first half of 2025, Keli Sensor achieved a revenue of 685 million yuan, representing a year-on-year growth of 23.40%. The net profit attributable to shareholders was 173 million yuan, up 47.93% year-on-year [3]. Dividend and Shareholding Structure - Since its A-share listing, Keli Sensor has distributed a total of 453 million yuan in dividends, with 251 million yuan distributed over the past three years [4]. - As of June 30, 2025, the largest circulating shareholder is Hong Kong Central Clearing Limited, holding 2.386 million shares, a decrease of 1.0046 million shares from the previous period. The Southern CSI 1000 ETF increased its holdings by 245,100 shares [4].

上市公司与地方政策双发力，助推产业生态落地成型 随着具身智能技术逐渐走向落地，产业链各环节的资本与技术力量正迅速聚拢，而上市公司则 在纷纷锚定自身优势，在产业链各环节加速卡位。领益智造宣布已与智元机器人、北京人形机 器人创新中心及浙江强脑科技达成战略合作，获得国内外人形机器人客户硬件订单；埃斯顿自 动化发布的第二代人形机器人 Codroid02 正进行工业场景小批量验证；中超控股则与合肥智 能机器人研究院签署战略协议，在航空航天高温合金、机器人专用电缆等领域联合研发，推动 材料和线缆系统国产替代。与此同时，区域政策正为产业提供系统支撑。自 2025 年"具身智 能"被首次写入《政府工作报告》后，多地积极响应：上海市政府发布《具身智能产业发展实 施方案》，提出到 2027 年实现具身模型、具身语料等核心算法技术突破 20 项以上。北京亦庄 国家级具身智能机器人创新中心已集聚超过 300 家智能制造企业。市场规模的快速扩张则印 证了现今的行业潜力。《2025 人形机器人与具身智能产业研究报告》显示，2025 年，中国具 身智能市场规模预计达 52.95 亿元，占全球约 27%；人形机器人市场规模预计达 82.39 ...

Group 1 - The core viewpoint of the news is that AVIC Chengfei experienced a significant stock price increase of 5.08%, reaching 91.09 CNY per share, with a trading volume of 1.434 billion CNY and a turnover rate of 2.76%, resulting in a total market capitalization of 243.401 billion CNY [1] - AVIC Chengfei, established on December 25, 2002, and listed on August 27, 2010, is primarily engaged in the research, production, and sales of strain measurement products and related application systems, with 96.33% of its revenue coming from aviation products [1] Group 2 - Longsheng Fund has a significant holding in AVIC Chengfei, with its Longsheng Aerospace Marine Mixed A Fund (000535) holding 66,600 shares, accounting for 3.28% of the fund's net value, ranking as the eighth largest holding [2] - The Longsheng Aerospace Marine Mixed A Fund was established on March 11, 2014, with a latest scale of 159 million CNY, achieving a year-to-date return of 21.15% and a one-year return of 33.9% [2]

Group 1 - The core viewpoint of the news is that 中航成飞 (AVIC Chengfei) experienced a stock price increase of 5.18%, reaching 90.18 CNY per share, with a trading volume of 1.356 billion CNY and a turnover rate of 2.63%, resulting in a total market capitalization of 240.969 billion CNY [1] - 中航成飞 is primarily engaged in the research, production, and sales of strain measurement products and related application systems, with 96.33% of its main business revenue coming from aviation products [1] - The company was established on December 25, 2002, and was listed on August 27, 2010, located in Chengdu, Sichuan Province [1] Group 2 - 东方阿尔法招阳混合A (Oriental Alpha Zhaoyang Mixed A) fund holds 中航成飞 as its largest position, with 294,700 shares, accounting for 8.05% of the fund's net value, and has realized a floating profit of approximately 1.3085 million CNY [2] - The fund was established on March 17, 2021, with a current scale of 316 million CNY, and has experienced a year-to-date loss of 10.44%, ranking 8155 out of 8171 in its category [2] - Over the past year, the fund has achieved a return of 12.35%, ranking 6450 out of 8004 in its category, but has incurred a total loss of 54.62% since its inception [2]

Core Viewpoint - The stock of Keli Sensor has shown a significant increase of 22.52% year-to-date, despite a recent decline of 3.23% over the last five trading days, indicating volatility in its performance [1]. Company Overview - Keli Sensor Technology Co., Ltd. is located in Ningbo, Zhejiang Province, established on December 30, 2002, and listed on August 6, 2019. The company specializes in the research, production, and sales of strain sensors and instruments, along with providing various system integration services [2]. - The main revenue composition includes: 48.70% from mechanical sensors and instruments, 41.12% from industrial IoT and system integration, and 5.02% from other sources [2]. Financial Performance - As of June 30, Keli Sensor reported a total of 6.38 million shareholders, a decrease of 8.47% from the previous period. The average circulating shares per person increased by 9.25% to 4,401 shares [3]. - For the first half of 2025, Keli Sensor achieved a revenue of 685 million yuan, representing a year-on-year growth of 23.40%, while the net profit attributable to shareholders was 173 million yuan, up 47.93% [3]. Dividend and Shareholding - Since its A-share listing, Keli Sensor has distributed a total of 453 million yuan in dividends, with 251 million yuan distributed over the last three years [4]. - As of June 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited as the third-largest shareholder with 2.386 million shares, a decrease of 1.0046 million shares from the previous period [4].

Core Viewpoint - 中航成飞 has shown significant financial growth, with a substantial increase in revenue and net profit, indicating strong operational performance and potential investment opportunities [2][3]. Financing Summary - On September 24, 中航成飞 experienced a financing buy-in of 132 million yuan, with a net financing outflow of 24.32 million yuan, resulting in a total financing balance of 1.579 billion yuan [1]. - The current financing balance of 1.575 billion yuan accounts for 3.16% of the circulating market value, which is above the 60th percentile of the past year, indicating a high level of financing activity [1]. - The short-selling activity on the same day included the repayment and sale of 100 shares, with a short-selling balance of 310,140 yuan, which is below the 10th percentile of the past year, suggesting low short-selling interest [1]. Shareholder and Institutional Holdings - As of September 19, 中航成飞 had 73,400 shareholders, an increase of 2.03%, while the average number of circulating shares per person decreased by 1.99% to 7,981 shares [2]. - The company has distributed a total of 1.959 billion yuan in dividends since its A-share listing, with 1.720 billion yuan distributed in the last three years [3]. - As of June 30, 2025, notable institutional shareholders include 易方达创业板ETF, 富国中证军工龙头ETF, and several new entrants among the top ten shareholders, indicating a shift in institutional interest [3].

Core Viewpoint - The stock of Keli Sensor has shown significant growth in recent months, with a notable increase in both share price and trading volume, indicating strong market interest and potential investment opportunities [1][3]. Company Overview - Keli Sensor Technology Co., Ltd. is located in Ningbo, Zhejiang Province, established on December 30, 2002, and listed on August 6, 2019. The company specializes in the research, production, and sales of strain sensors and instruments, as well as providing various system integration services [2]. - The main revenue composition includes: 48.70% from mechanical sensors and instruments, 41.12% from industrial IoT and system integration, and 5.02% from other sources [2]. Financial Performance - As of June 30, Keli Sensor reported a revenue of 685 million yuan for the first half of 2025, representing a year-on-year growth of 23.40%. The net profit attributable to shareholders was 173 million yuan, marking a 47.93% increase compared to the previous year [3]. - The company has distributed a total of 453 million yuan in dividends since its A-share listing, with 251 million yuan distributed over the past three years [4]. Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 8.47% to 63,800, while the average circulating shares per person increased by 9.25% to 4,401 shares [3]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 2.386 million shares, a decrease of 1.0046 million shares from the previous period, while Southern CSI 1000 ETF increased its holdings by 245,100 shares [4].

Group 1 - The stock price of Keli Sensor has increased by 5.18% on September 17, reaching 83.30 CNY per share, with a trading volume of 999 million CNY and a turnover rate of 4.44%, resulting in a total market capitalization of 23.393 billion CNY [1] - Keli Sensor's stock has risen for four consecutive days, with a cumulative increase of 12.93% during this period [1] - The company, established on December 30, 2002, specializes in the research, production, and sales of strain sensors and instruments, as well as providing various system integration services [1] Group 2 - Keli Sensor's main business revenue composition includes 48.70% from mechanical sensors and instruments, 41.12% from industrial IoT and system integration, and 5.02% from other sources [1] - The top ten holdings of the Nanhua Fund include Keli Sensor, with the Nanhua Fengchun Mixed A Fund holding 63,200 shares, accounting for 5.56% of the fund's net value, making it the third-largest holding [2] - The Nanhua Fengchun Mixed A Fund has achieved a year-to-date return of 51.66% and an annual return of 88.32%, ranking 794 out of 8172 and 817 out of 7980 respectively [2]

Core Viewpoint - The stock price of Keli Sensor has increased by 5.18% on September 17, reaching 83.30 CNY per share, with a total market capitalization of 23.393 billion CNY, indicating a cumulative increase of 12.93% over the past four days [1] Company Overview - Keli Sensor Technology Co., Ltd. was established on December 30, 2002, and went public on August 6, 2019. The company is located in Ningbo, Zhejiang Province, and specializes in the research, production, and sales of strain sensors and instruments [1] - The main business revenue composition includes: 48.70% from mechanical sensors and instruments, 41.12% from industrial IoT and system integration, and 5.02% from other sources [1] Fund Holdings - The Hongyi Yuanfang Fund holds Keli Sensor as one of its top ten positions, with 8,000 shares representing 4.23% of the fund's net value, ranking as the sixth largest holding [2] - The fund has realized a floating profit of approximately 32,800 CNY today, with a total floating profit of 72,600 CNY during the four-day increase [2] Fund Performance - Hongyi Yuanfang Selected Mixed A Fund (015400) was established on February 27, 2025, with a current scale of 9.7455 million CNY and a cumulative return of 40.82% since inception [3] - The fund managers, Ma Jia and Wang Zheyu, have achieved varying performance metrics during their tenures, with Ma Jia's best return at 31.58% and Wang Zheyu's best return at 74.03% [4]