11月26日，亿嘉和（维权）盘中下跌2.02%，截至13:54，报30.61元/股，成交9279.76万元，换手率 1.46%，总市值62.91亿元。 资金流向方面，主力资金净流出965.69万元，特大单买入107.80万元，占比1.16%，卖出0.00元，占比 0.00%；大单买入1371.39万元，占比14.78%，卖出2444.87万元，占比26.35%。 截至9月30日，亿嘉和股东户数2.51万，较上期减少2.68%；人均流通股8186股，较上期增加2.28%。 2025年1月-9月，亿嘉和实现营业收入3.56亿元，同比减少11.24%；归母净利润-4231.59万元，同比增长 47.26%。 分红方面，亿嘉和A股上市后累计派现1.69亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年9月30日，亿嘉和十大流通股东中，华夏中证机器人ETF（562500）位居第 六大流通股东，持股340.38万股，相比上期增加63.73万股。香港中央结算有限公司位居第七大流通股 东，持股304.73万股，为新进股东。天弘中证机器人ETF（159770）位居第八大流通股东，持股136.15 万股，相比上期增 ...

在科技浪潮席卷全球的今天，机器人技术作为新一轮科技革命与产业变革的核心驱动力，正以前所未有的速度 重塑着人类的生产与生活方式。 作为 《 " 十四五 " 机 器人产业发 展规划》 的收官之年， 2025 年的机器人领域始终保持着领先热度。 "十 四五"以来工信部已累计支持 46 座城市开展新型技术改造城市试点，建成 230 多家卓越级智能工厂和 1260 家 5G 工厂，这些政策落地为机器人应用提供了广阔的场景土壤。在政策的指引下，我国机器人产业发展成 效显著，已形成了覆盖上游关键零部件、中游整机制造、下游集成应用的完整产业链体系。 人形机器人作为机器人领域崛起的新分支地位愈发重要，在政策、技术、资本与市场的多维赋能下，已成为未 来产业布局中的关键赛道。除人形机器人外，工业机器人、服务机器人、特种机器人、医疗机器人等也在国家 与地方政策的双重推动下迎来高速发展。这一点在今年发生的投融资事件中表现得尤为明显。 从今年 1 月到 10 月，机器人行业的投融资事件已多达 470 余起。根据已公开的数据，累计融资金额也高达 391 亿元至 626.8 亿元之间，显示出资本市场对机器人产业长期价值的认可 。 展望未来， ...

投资者关系活动基本信息 公司指出，特种场景工业巡检是具身智能先发落地的重要方向，钢铁冶金、油气化工、矿山等场景物理 条件恶劣、作业对象复杂，对具身智能需求明确。天创智能依托"天算大模型"，未来有望实现特种机器 人"精确识别-预测分析-自主作业"的具身智能运维闭环。 金洲天创计划于11月底12月初公司主办的全国石油化工企业年度大会上首次大规模公开亮相。目前金洲 管道已覆盖近300家石油天然气及化工客户，合资公司潜在客户入库认证筹备工作预计年末前完成，需 搭建完善的生产、研发及销售体系支撑。 |Col1|投资者关系活动类别|√ 特定对象调研 □ 分析师会议 □ 媒体采访 □ 业绩说明会 □ 新闻发布会 □ 路演 活动 □ 现场参观 □ 其他| |---|---| |参与单位名称及人员姓名|华福证券：俞能飞| |时间|2025年11月21日 下午 3：00—4：00| |地点|浙江省湖州市吴兴区八里店区府南路388号二楼会议室| |上市公司接待人员姓名|董 事会秘书：薛俊| 核心业务与战略布局解读 公司基本情况概述 公司主导产品涵盖热浸镀锌钢管、高频焊管、钢塑复合管材管件、不锈钢管材管件、大口径卷制埋弧焊 钢管等系 ...

在考察了南京经开区机器人产业链企业后，一家西班牙机器人集成商、分销商及培训服务提供商创 始人赫苏斯·布拉沃感慨于南京机器人产业发展的迅猛。他希望通过合作让国际机器人技术更高效地进 入欧洲市场，实现更高的商业成功率。 商务部投资促进事务局副局长唐颂表示，鼓励中国企业走向欧洲，建立研发合作网络，同时也欢迎 欧洲的先进技术、优质资本和一流人才来到中国、来到南京，共同提升全球机器人产业链的韧性与活 力。 南京栖霞区与欧洲企业的合作由来已久，目前已有德国博世、采埃孚，法国弓箭玻璃、肯联汽车等 一批知名跨国公司在此投资。下一步，栖霞区将搭建产业合作平台、全面深化校企合作、全面支持场景 应用，让栖霞的产业优势与欧洲的技术优势碰撞出更多创新火花，共同打造中欧机器人产业合作的典范 标杆。 11月19日，2025中欧机器人产业合作（南京）对接会在南京市栖霞区召开，来自英国、西班牙、芬 兰、俄罗斯等国的机器人企业不远万里来宁，寻找合作的"最佳拍档"，推动中欧在机器人领域的深度融 合与共同进步。 当前，全球机器人产业正处于技术突破与融合应用的关键阶段。欧洲是工业4.0的发源地，拥有大 批"隐形冠军"与顶尖科研机构，在机器人核心技术研 ...

广州国际 智能制造 技术与装备展览会 （SPS – Smart Production Solutions Guangzhou） 将于 2026 年 3 月 4 日至 6 日，在广州中国进出口商品交易会展馆 B 区隆重举行。作为粤港澳大湾区智能制造发展的 行业 盛会，展会立足这一华南重要经济与制造枢纽，不仅是中国制造业对接全球先进技术的重要窗口，更是 推动产业结构优化与数字化转型的关键平台。通过前沿技术展示、产业资源对接与国际协同合作，展会持续 赋能中国制造业高质量发展，助力产业从 "设备 单 点突破"迈向" 制造 系统重构"，加 速构建智能化、数字 化的新型制造体系。 大湾区的智能制造领域在政策支持与产学研协同合作的多重驱动下，正展现出强劲的发展势头。大湾区 运 用香港、澳门的国际化科研优势和珠三角九市世界级的制造业基础，构建了从基础研发、生产制造到金融支 持与人才保障的完整产业价值链。 2025年，广东省在年初预算中安排了262亿元人民币（36亿美元）支持"制造业当家"战略。同时，广东省属 国企也计划到2027年在人工智能相关领域投资超过200亿元人民币（ 28 亿美元），以期带动超千亿元（ 140 亿美元 ...

Core Viewpoint - Yijiahe Technology Co., Ltd. has experienced fluctuations in stock price and financial performance, with a notable decline in revenue but an increase in net profit year-on-year, indicating potential challenges and opportunities in the market [1][2]. Financial Performance - As of November 19, Yijiahe's stock price was 31.31 CNY per share, with a market capitalization of 6.435 billion CNY [1]. - Year-to-date, the stock price has increased by 28.27%, but it has seen a decline of 5.52% over the past 60 days [1]. - For the period from January to September 2025, the company reported revenue of 356 million CNY, a year-on-year decrease of 11.24%, while the net profit attributable to shareholders was -42.32 million CNY, reflecting a year-on-year increase of 47.26% [2]. Business Overview - Yijiahe, established in April 1999 and listed in June 2018, specializes in the research, production, and sales of special robot products, integrating technologies such as mobility, perception, operation, artificial intelligence, and data analysis [2]. - The company's revenue composition includes 57.01% from robot products, 25.28% from smart grid and automation equipment, 15.33% from other services, and 2.38% from drone inspection services [2]. - Yijiahe operates within the mechanical equipment sector, specifically in automation equipment and robotics, and is involved in various concept sectors including smart grids and electric power IoT [2]. Shareholder Information - As of September 30, 2025, Yijiahe had 25,100 shareholders, a decrease of 2.68% from the previous period, with an average of 8,186 circulating shares per shareholder, an increase of 2.28% [2]. - The company has distributed a total of 169 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3]. - Notable institutional shareholders include Huaxia CSI Robotics ETF, which increased its holdings by 637,300 shares, and Hong Kong Central Clearing Limited, which is a new shareholder with 3.0473 million shares [3].

Core Viewpoint - Yijiahe's stock price has shown volatility, with a year-to-date increase of 27.98% but a recent decline of 6.24% over the past five trading days, indicating potential market fluctuations and investor sentiment changes [1] Group 1: Company Overview - Yijiahe Technology Co., Ltd. is located in Nanjing, Jiangsu Province, established on April 6, 1999, and listed on June 12, 2018 [2] - The company primarily engages in the research, development, production, sales, and related services of special robot products, integrating technologies such as mobility, perception, operation, artificial intelligence, and data analysis [2] - Main business revenue composition includes: robot products 57.01%, smart grid equipment and automation devices 25.28%, others 15.33%, and drone inspection services 2.38% [2] - Yijiahe belongs to the machinery equipment - automation equipment - robot industry and is associated with concepts such as charging piles, smart grids, specialized and innovative enterprises, Huawei concepts, and power IoT [2] Group 2: Financial Performance - As of September 30, 2025, Yijiahe reported a revenue of 356 million yuan, a year-on-year decrease of 11.24%, while the net profit attributable to shareholders was -42.32 million yuan, an increase of 47.26% year-on-year [2] - The company has distributed a total of 169 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3] Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 2.68% to 25,100, with an average of 8,186 circulating shares per person, an increase of 2.28% [2] - Major shareholders include Huaxia CSI Robot ETF, holding 3.40 million shares, and Hong Kong Central Clearing Limited, a new shareholder with 3.05 million shares [3]

Core Insights - The implementation of four action plans has achieved full coverage of 19 iconic industrial chains in Shandong Province, focusing on technological innovation in key industries [1] Group 1: Robotics Industry - The robotics industry will leverage the strategic opportunity of integrating robotics technology with artificial intelligence, focusing on key components, software systems, and complete machine manufacturing [2] - The plan aims to develop advanced servo motors, operating system software, and special robots, while expanding application scenarios across various sectors such as automotive, home appliances, and healthcare [2] - The goal is to create 100 representative benchmark application scenarios, positioning Shandong as a national hub for robotics technology innovation [2] Group 2: Modern Food Industry - The modern food industry will emphasize safety, nutrition, green, and intelligent development, addressing the entire supply chain from raw materials to processing equipment [2] - A technical system will be established for food safety, including traceability, quality control, and green packaging, enhancing consumer safety and satisfaction [2] - The industry aims to create over 100 innovative products, significantly increasing the added value of modern food [2] Group 3: Light Industry and Textiles - The light industry and textiles sector will focus on high-end, green, and intelligent development, enhancing low-carbon production processes and advanced product development [3] - Innovations will include multifunctional advanced fiber products and high-end medical textiles, as well as new paper products for specialized applications [3] Group 4: Modern Metallurgy Industry - The modern metallurgy industry will accelerate the development of high-end raw materials and precision processing technologies, targeting products like ultra-high-strength steel and marine aluminum alloys [3] - The focus will also be on developing frontier materials such as rare earth functional materials and special magnesium and titanium alloys to capture future industry opportunities [3] Group 5: Implementation Measures - The four action plans propose specific measures for promoting innovation resources, building innovation platforms, and ensuring the transformation of scientific achievements [3] - The provincial science and technology department will implement policies to inject new momentum into the construction of a modern industrial system [4]

Group 1: Core Insights - The Shandong provincial government has launched three-year action plans for four key industries: robotics, modern food, light industry and textiles, and modern metallurgy, marking comprehensive coverage of 19 key industrial chains in the province [1][2][3] - The action plans aim to achieve significant technological advancements by 2028, including breakthroughs in over 200 core technologies, the creation of more than 80 original major achievements, and the establishment of over 20 competitive industrial clusters [1] Group 2: Robotics Industry - The robotics industry plan focuses on integrating artificial intelligence with robotics, targeting advanced technologies such as intelligent sensing, human-machine interaction, and embodied intelligence [1] - The initiative aims to develop core products like advanced servo motors, operating system software, and special robots, with a goal of creating 100 benchmark application scenarios in sectors such as automotive, home appliances, transportation, healthcare, cultural tourism, rescue, and mining [1] Group 3: Modern Food Industry - The modern food industry plan emphasizes safety, nutrition, green practices, and intelligence, aiming to build a comprehensive technology system from food raw materials to processing equipment [2] - The plan includes establishing a full-chain traceability and quality control system to enhance food safety and developing over 100 innovative products, such as functional oils and special medical foods, to increase food value and improve public well-being [2] Group 4: Light Industry and Textiles - The light industry and textiles plan promotes high-end, green, and intelligent manufacturing, pushing the industry towards higher value chains [2] - In textiles, the focus is on developing advanced fibers with long-lasting flame retardant and fluorine-free water-repellent properties, as well as high-end medical textiles like artificial blood vessels and medical dressings [2] Group 5: Modern Metallurgy Industry - The modern metallurgy plan aims to enhance high-end supply and meet major national strategic needs by focusing on the research and application of high-end materials [3] - Key products include ultra-high-strength steel, marine aluminum alloys, ultra-thin lithium battery copper foil, and photovoltaic silver paste, with a goal to develop frontier materials such as rare earth functional materials and special magnesium and titanium alloys [3]

11月12日，山东省政府新闻办举行省政府政策例行吹风会，解读《山东省机器人产业科技创新行动计划 (2026—2028年)》等4个产业科技创新行动计划。 为保障计划有效落实，山东省将配套一系列有力措施。在平台建设上，支持有条件的高校、科研院所和 企业建设机器人领域省重点实验室、技术创新中心、产业创新中心、制造业创新中心等创新平台，对新 升级为国家级且国家没有配套资金要求的创新平台，按规定给予1000万元经费支持。优化布局一批机器 人概念验证、中试基地、检验检测、训练场等公共服务平台，鼓励企业争创国家机器人产品质量检验检 测中心。布局建设未来产业科技园；支持未来产业加速园建设，按规定给予最高600万元经费支持。此 外，在创新要素保障上，将机器人纳入省级科技计划重点支持范围，每年实施约50项创新项目。 山东省科技厅党组书记、厅长孙海生介绍，根据山东省传统产业改造提升、新兴产业培育壮大、未来产 业超前布局的发展需要，自去年以来，山东围绕人工智能、集成电路、工业母机、新能源、新材料、低 空经济、现代海洋、生物医药、生物育种、盐碱地综合利用、脑机接口、量子、文化等13个重点产业， 分别制定了科技创新三年行动计划。此次4个 ...