（原标题：智元机器人头部结构和机器人相关专利公布） 企查查APP显示，近日，智元机器人关联公司上海智元新创技术有限公司"头部结构和机器人"公布。 企查查专利摘要显示，本申请涉及机器人技 术领域，解决了头部结构无法在具有俯仰、摆头和摇头三个主动自由度的同时，减小线缆的损坏概率的问题、该头部结构包括头部主体、至少两 个第一驱动组件、转动组件和摇头驱动组件，第一驱动组件用于驱动头部主体俯仰和摆头，摇头驱动组件和转动组件用于驱动头部主体摇头，从 而实现了头部结构的俯仰、摆头和摇头三个主动自由度。另外，转动组件绕第一轴线旋转，且包括第一贯穿孔，第一贯穿孔的中心线与第一轴线 之间的垂直距离小于第一预设距离，第一驱动组件的线缆穿过第一贯穿孔，并经过第一轴线附近，使头部结构在摇头时，尽量不与线缆发生摩 擦,从而减小了线缆损坏的概率。 相关ETF | 食品饮料ETF | | --- | | (产品代码: 515170) | | ★ 跟踪：中证细分食品饮料产业主题指数 | | 近五日涨跌:6.04% | | 市盈率： 21.31倍 | | 资金流向: 最新份额为64.1亿份,增加 | | 了7800.0万份,干刀资金净 | | ...

上海柏楚电子科技股份有限公司 励对象名单（截至授予日） 一、2024 年限制性股票激励计划预留部分限制性股票的分配情况 本激励计划授予预留部分限制性股票在各激励对象间的分配情况如下表 | 所示： | | | | | | --- | --- | --- | --- | --- | | 激励对象 | 获授的限制性股 | 占授予限制性股 | | 占本激励计划公告 | | | 票数量（万股） | 票总数的比例 | | 日股本总额的比例 | | 一、董事、高级管理人员、核 | | | | | | 心技术人员 | - | - | - | | | 二、业务骨干、技术骨干及董 | | | | | | 事会认为需要激励的其他人员 | | 29.85 19.5213% | | 0.1035% | | （10 人） | | | | | | 合计 | 29.85 | 19.5213% | 0.1035% | | | 注： | | | | | 际授予限制性股票数 29.85 万股（为公司完成 2024 年半年度利润分配方案和 2024 年年度利润分配及资本公积金转增 股本方案，经调整后的数量）之和 152.91 万股。 在有效期内的激 ...

从各类资金情况来看，此轮行情持续到现在主要的发起者和推动者并非散户；事实上本轮行情从起步到 加速，核心线索都是围绕产业趋势和业绩；既然都是聪明的钱入场占主导地位，就不能执迷于类比过往 行情走势。随着2020~2021年发行的产品整体步入盈亏平衡区域，市场会有个新旧资金接力的过程；未 来行情的延续需要的是新的配置线索，而不是拘泥于"钱多"和流动性。配置上，建议继续聚焦资源、创 新药、游戏和军工，开始关注化工，逐步增配一些"反内卷+出海"品种，9月消费电子板块也值得关注。 从各类资金情况来看，此轮行情持续到现在主要的发起者和推动者并非散户 1）此轮行情高净值人群以及企业客户的参与热情明显更高。 上交所数据显示，2025年7月A股新开户196.36万户，同比增长71%，环比增长19%，不过依然显著低于 去年10月和2015年的极端情况。对中信证券渠道调研显示，在实业投资机会相对稀缺的当下，部分在传 统行业已经积累了相当财富的高净值个人投资者的目光投向了权益市场，寻求布局难以直接投资的战略 新兴行业。 这一批高净值人士入市的目的，更偏向利用资本市场从传统行业向新兴行业和各传统行业龙头转移。企 业层面也有从实业投资转向 ...

Core Viewpoint - The current market rally is primarily driven by high-net-worth individuals and corporate clients rather than retail investors, with a focus on industrial trends and performance rather than mere liquidity [1][4][6] Fund Participation - High-net-worth individuals and corporate clients show significantly higher enthusiasm for market participation, with new A-share accounts increasing by 71% year-on-year in July 2025 [1] - Private equity products are gaining more traction compared to public offerings, with private equity registration scale rising by 164% month-on-month in July [2] Market Trends - The rally is characterized by sectors with strong industrial trends and performance, such as gaming and innovative pharmaceuticals, which have seen substantial price increases since April [3] - The current market liquidity structure differs from previous years, with "smart money" entering through specialized institutions rather than retail-driven public fund expansions [4][5] Market Metrics - The proportion of settlement funds to circulating market value is approximately 8.07%, which is within a reasonable range compared to previous market upswings [6] - The weighted net value of actively managed public funds from 2020-2021 is approaching the breakeven point, indicating potential for concentrated redemptions [7] Future Investment Focus - Future market continuation will require new allocation cues rather than relying solely on liquidity; sectors such as resources, innovative pharmaceuticals, gaming, and military industry are recommended for focus [8][9] - The upcoming September consumer electronics events may present significant thematic opportunities, alongside a focus on "anti-involution + overseas expansion" strategies in resource and chemical sectors [9]

Group 1 - The board of Kunlun Wanwei Technology Co., Ltd. held its 32nd meeting of the 5th board on August 12, 2025, via communication methods [1] - The board approved the 2025 semi-annual report, with a unanimous vote of 7 in favor, representing 100% of the valid votes [1] - The board also approved amendments to the information disclosure system to enhance regulatory compliance, with a unanimous vote of 7 in favor [1] - A new management system for deferring and exempting information disclosure was approved, also with a unanimous vote of 7 in favor [1] - The company plans to apply for a credit limit of up to 50 million RMB from China Postal Savings Bank for operational needs, with a unanimous board approval [1] Group 2 - The food and beverage ETF has seen a recent increase of 3.29% over the past five days, with a price-to-earnings ratio of 20.76 times [3] - The gaming ETF has increased by 2.51% in the last five days, with a price-to-earnings ratio of 46.57 times [3] - The semiconductor ETF has experienced a significant rise of 11.21% over the past five days, with a price-to-earnings ratio of 131.63 times [4] - The cloud computing ETF has increased by 10.92% in the last five days, with a price-to-earnings ratio of 131.63 times [4]

（原标题：龙虎榜动向：8股获机构及北向资金集体净买入） 8月22日沪指上涨1.45%，盘后龙虎榜数据显示，机构现身31只个股龙虎榜，净买入16只，净卖出15只。深沪股通席位出现在29只个股龙虎榜。 证券时报•数据宝统计显示，8月22日机构专用席位现身31只个股龙虎榜，合计净买入8.50亿元。个股来看，净买入16只，净卖出15只。 机构龙虎榜净买卖个股 机构专用席位净买入金额最多的是和而泰，该股今日收盘涨停，全天换手率为21.72%，成交额为62.38亿元。因日涨幅偏离值达8.51%上榜龙虎 榜，前五大买卖营业部中有2家机构专用席位，为买二、买五，合计净买入26206.46万元。同时上榜的还有深股通专用席位，净买入4.68亿元，营 业部席位合计净买入1.29亿元。资金流向方面，该股全天资金净流入5.75亿元。 昆仑万维，今日收盘涨停，全天换手率为17.29%，成交额为90.47亿元。因日收盘价涨幅达20.00%上榜龙虎榜，前五大买卖营业部中有3家机构专 用席位，为买二、买三、卖三，合计净买入19579.56万元。同时上榜的还有深股通专用席位，净买入1.88亿元，营业部席位合计净卖出5587.29万 元。资金流向 ...

(原标题：恒生电子(600570.SH)发布上半年业绩，归母净利润2.61亿元，同比增长771.57%) 智通财经APP讯，恒生电子(600570.SH)发布2025年半年度报告，报告期内，公司实现营业收入24.26亿元，同比下降14.44%。实现归属于上市公司 股东的净利润2.61亿元，同比增长771.57%。实现归属于上市公司股东的扣除非经常性损益的净利润1.92亿元，同比增长41.89%。基本每股收益 0.14元。 相关ETF 食品饮料ETF (产品代码: 515170) ★ 跟踪：中证细分食品饮料产业主题指数 近五日涨跌: 3.29%。 估值分位:20.82% 游戏ETF (产品代码: 159869) 市盈率: 20.76倍 资金流向: 最新份额为63.4亿份, 增加 了1.0亿份,主力资金净流 出968.2万元。 ★ 跟踪：中证动漫游戏指数 近五日涨跌: 2.51% 市盈率： 46.57倍 资金流向: 最新份额为51.6亿份, 增加 了1700.0万份,主力资金净 流出742.4万元。 估值分位: 68.91% 科创未导体ETF (产品代码: 588170) ★ 跟踪：上证科创板半导体材料设备主题指 ...

★ 跟踪：中证细分食品饮料产业主题指数 近五日涨跌: 3.13% 市盈率: 20.61倍 （原标题：【盘中播报】沪指涨0.86% 电子行业涨幅最大） 证券时报•数据宝统计，截至下午13:58，今日沪指涨0.86%，A股成交量1237.04亿股，成交金额20192.99亿元，比上一个交易日增加3.86%。个股 方面，2066只个股上涨，其中涨停65只，3211只个股下跌。从申万行业来看，电子、计算机、通信等涨幅最大，涨幅分别为3.60%、2.72%、 2.47%；石油石化、钢铁、纺织服饰等跌幅最大，跌幅分别为0.83%、0.73%、0.51%。（数据宝） 今日各行业表现（截至下午13:58） | 申万行业 | 行业 成交额 | | 比上日 | | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | | 涨跌 （亿元） | | （%） | 领涨（跌）股 | （%） | | | （%） | | | | | | 电子 | | 3.60 3953.67 17.26 | | 海光信息 | 20.00 | | 计算机 | | 2.72 2532.96 11.73 | | 云天励飞 | ...

Core Viewpoint - The announcement details the impact of the issuance of A-shares on the immediate returns of the company and outlines measures to mitigate the dilution effect on shareholders [1][3]. Group 1: Impact of A-Share Issuance - The company plans to issue 100,000,000 A-shares, raising a total of 400,000 million yuan, which will dilute immediate returns [2][3]. - The analysis considers three scenarios for net profit in 2025: a 20% increase, no change, and a 20% decrease compared to 2024 [2][3]. - The basic earnings per share (EPS) under these scenarios are projected to be 0.2908, 0.2423, and 0.1938 respectively, indicating a potential decline in EPS due to the share issuance [3]. Group 2: Necessity and Reasonableness of the Issuance - The funds raised will be used for projects aligned with the company's main business, enhancing its technological advancement and market competitiveness [4][5]. - The issuance is deemed necessary to strengthen the company's capital structure and improve its risk resistance, ultimately aiming to enhance profitability [4][5]. Group 3: Measures to Mitigate Dilution - The company will implement strict management of the raised funds to ensure compliance and effective use, thereby minimizing risks associated with fund usage [6][5]. - There will be an emphasis on accelerating project construction funded by the issuance to improve profitability and reduce the dilution effect [6]. - The company has established a profit distribution policy to ensure stable returns to investors, including a three-year shareholder return plan [6][7]. Group 4: Commitments from Relevant Parties - The board of directors and senior management have committed to ensuring the effectiveness of the measures to mitigate dilution [8][9]. - The actual controller of the company has also made commitments regarding the protection of investor interests and adherence to regulatory requirements [9].

（原标题：债券不香了 居民"钱袋子" 加速流向权益市场） 21世纪经济报道记者 余纪昕、实习生王罕 8月股债赛道加速轮动，不少理财投资者感到"有些迷茫"。低利率背景下，以往作为安心之选、习惯性放在银行的存款和大额存单，现在看来略显 鸡肋，低波动资产的收益率薄得不够看了。 再叠加去年全年大债牛行情对收益率下行空间的透支，曾被视作"稳稳的幸福"、"持有即赚钱"的债券理财产品，如今顺风局也已过；包括现金类 和债券类在内的固收类理财产品，现今正黯然失色。 资料来源：Wind，21世纪经济报道梳理 几家欢喜几家愁。与权益基金的火热形成鲜明对比，债券基金今年以来交出的"成绩单"大不如前。投资者不难发现，现下债基收益普遍变薄，甚 至个别产品已然出现负收益，让去年安心持有的客户也"尝到了亏钱的滋味"。据Wind数据，截至8月21日发稿，全市场3325只中长期纯债基金今 年以来平均总回报仅为0.45%，这个水平较去年同期的2.44%大幅下滑了1.99个百分点，收益缩水明显。 值得关注是，最近一周债基平均回报为-0.20%，相比去年同期的-0.03%下降0.17个百分点，短期表现同样不尽如人意，债基管理者和投资者今年 面临的收益 ...