（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 | | ...

截至报告期末，拓荆科技合同负债达45.36亿元，相较2024年年末增长52.07%，主要系在手订单增加所 致，为后续收入持续增长奠定了基础。 公开信息显示，科创半导体ETF(588170)及其联接基金(A类：024417；C类：024418)跟踪上证科创板半 导体材料设备主题指数，囊括科创板中半导体设备(59%)和半导体材料(25%)细分领域的硬科技公司。半 导体设备和材料行业是重要的国产替代领域，具备国产化率较低、国产替代天花板较高属性，受益于人 工智能革命下的半导体需求扩张、科技重组并购浪潮、光刻机技术进展。 8月26日，沪指开盘走低，半导体板块集体回调，内部走势分化。截至9点43，科创芯片指数跌超1%， 科创半导体材料设备指数跌0.11%，盘中翻红。 消息面上，半导体设备龙头拓荆科技8月25日发布中报，财报显示，拓荆科技2025年上半年实现营业收 入19.54亿元，同比增长54.25%；归母净利润0.94亿元，同比下降26.96%；归母扣非净利润0.38亿元，同 比增长91.35%。关于收入变化，拓荆科技在公告中表示，公司产品竞争力持续提升，先进制程的验证 机台已顺利通过客户认证，逐步进入规模化量产阶段 ...

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 ...

策略说明: · 恒泰证券研究所基于策略报告《行业轮动下的策略组合报告:基于行业风格延续和切 换视角下的定量分析》(20241007)和《股票型ETF市场概览与配置方法研究:以基于 行业轮动策略的ETF组合为例》（20241013）,构建基于行业和主题ETF的策略组合。 恒泰证券 HENGTAI SECURITIES 研究所 行业轮动ETF策略周报 (20250818-20250824) 证券研究报告·策略周报 证券分析师:张一 S0670524030001 010-83270999-97050 zhangy i@cnht. com. cn 2025年8月25日 证券分析师:李杜 S0670524040001 021-50800937 l idu@cnht. com. cn 图表3: 行业轮动ETF策略建仓以来累计收益率(20241014-20250822) 策略更新: | 基金代码 | ETF名称 | ETF市值 | 持有情况 | 重仓申万 行业 | | 周度择时信号 日度择时信号 | | --- | --- | --- | --- | --- | --- | --- | | | | (亿元) | | 及权重 ...

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 ...

★ 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].

Group 1 - Shenzhen Zhipu Lingxin Technology Co., Ltd. has been established, with Zheng Shuliang as the legal representative [1] - The company's business scope includes artificial intelligence basic resources and technology platform, software development, application software development, and intelligent robot research and development [1] - The company is wholly owned by Beijing Zhipu Huazhang Technology Co., Ltd., which is an affiliate of Zhipu AI [1] Group 2 - Food and Beverage ETF (Product Code: 515170) tracks the CSI Sub-Industry Food and Beverage Theme Index, with a recent five-day increase of 2.77% and a P/E ratio of 20.65 times [3] - Gaming ETF (Product Code: 159869) tracks the CSI Animation and Gaming Index, with a five-day increase of 2.13% and a P/E ratio of 45.76 times [4] - Cloud Computing 50 ETF (Product Code: 516630) tracks the CSI Cloud Computing and Big Data Theme Index, with a five-day increase of 6.06% and a P/E ratio of 130.08 times [5]

Market Overview - The A-share market experienced an overall increase on August 20, with the Shanghai Composite Index closing at 3766.21 points, up 1.04%, and the Shenzhen Component Index at 11926.74 points, up 0.89% [1] - The total trading volume in the A-share market was 24489.21 billion, a decrease of 1923.42 billion compared to the previous trading day [1] Capital Flow - The main capital in the A-share market saw a net outflow of 335.7 billion, with an opening net outflow of 204.31 billion and a closing net inflow of 22.31 billion [2] - The CSI 300 index recorded a net outflow of 5.03 billion, while the ChiNext saw a net outflow of 228.83 billion, and the STAR Market had a net outflow of 0.27 billion [3] Sector Performance - Among the 14 sectors, the electronics industry led with a net inflow of 148 billion [4] Individual Stock Activity - Inspur Information had the highest net inflow of main capital at 21.36 billion [5] - Institutional investors were active in several stocks, with Liou Co. showing net buying and Inspur Information showing net selling [5] ETF Insights - The Food and Beverage ETF (product code: 515170) saw a recent increase of 2.77% with a net inflow of 1908.5 million [8] - The Gaming ETF (product code: 159869) increased by 2.13% and had a net inflow of 2384.8 million [8] - The Semiconductor ETF (product code: 588170) rose by 5.51% with a net inflow of 544.5 million [8] - The Cloud Computing ETF (product code: 516630) increased by 6.06% but experienced a net outflow of 124.4 million [9]