9月29日，固高科技涨5.73%，截至发稿，报35.05元/股，成交1.30亿元，换手率1.38%，总市值140.20亿 元。 申万菱信专精特新主题混合型发起式A（015919）成立日期2022年7月12日，最新规模1436.99万。今年 以来收益6.11%，同类排名1/2；近一年收益43.05%，同类排名1/2；成立以来亏损15.6%。 申万菱信专精特新主题混合型发起式A（015919）基金经理为。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 资料显示，固高科技股份有限公司位于广东省深圳市南山区高新区南区深港产学研基地西座二楼W211 室，成立日期1999年10月29日，上市日期2023年8月15日，公司主营业务涉及运动控制及智能制造的核 心技术研发。主营业务收入构成为：运动控制核心部件类70.47%，运动控制系统类18.27%，运动控制 整机9.57%，其他(补充)0.90%，其他0.78%。 从基金十大重仓股角度 数据显示，申万菱信基金旗下1 ...

Group 1 - The core business of the company involves research and development of key technologies in motion control and intelligent manufacturing, with revenue composition as follows: 70.47% from core components, 18.27% from systems, 9.57% from complete machines, and 0.90% from other sources [1] - As of June 30, the number of shareholders increased to 27,000, a rise of 6.72%, while the average circulating shares per person decreased by 6.30% to 10,322 shares [2] - For the first half of 2025, the company achieved operating revenue of 245 million yuan, representing a year-on-year growth of 16.23%, and a net profit attributable to shareholders of 30.90 million yuan, up 16.63% year-on-year [2] Group 2 - The company has distributed a total of 30.60 million yuan in dividends since its A-share listing [3] - On September 23, the company's stock price fell by 1.40%, with a trading volume of 268 million yuan, and a net financing buy of -4.50 million yuan [1] - The financing balance as of September 23 was 322 million yuan, accounting for 3.38% of the circulating market value, indicating a high level compared to the past year [1]

Core Viewpoint - The company has a long-term focus on motion control core components and systems, with robotics being a typical application area for these technologies [2] Group 1: Company Focus and Development - The company has years of experience in applying its core components and systems in various types of robots, including industrial robots, collaborative robots, service robots, and different configurations such as six-axis serial, parallel mechanisms, humanoid, wheeled, and multi-legged robots [2] - The company has continuously advanced its technology and product applications in response to industry demands over the years [2] Group 2: Market Trends and Future Outlook - With the development of large AI models, there is a high expectation globally for the integration of robotics and large models, indicating significant growth potential in this area [2] - The company aims to leverage its technological and product characteristics to follow customer needs and actively explore high-value scenarios for robotic products, thereby achieving technology and product implementation and closing the commercial loop [2]

Group 1: Robotics Market Opportunities - The company has focused on motion control core components and systems, with significant applications in various types of robots, including industrial and collaborative robots [3] - Revenue from motion control, servo, and drive control products in the robotics sector is approximately 10-20 million yuan, primarily from industrial and logistics robots [3] - The integration of AI large models with robotics presents high expectations for future development, prompting the company to explore high-value scenarios for product applications [3] Group 2: Semiconductor Equipment Progress - The semiconductor equipment sector has high technical difficulty and entry barriers, but the company has been involved in this field for over a decade [3] - Revenue from the semiconductor sector accounts for about 14% of the company's total revenue [3] - The company has established trust and accumulated application cases in the semiconductor field, with faster progress in back-end equipment compared to front-end equipment [3] Group 3: CNC Machine Tool Business - The CNC machine tool business has a large scale but low profit margins; however, China remains the largest market for high-end machine tools and systems [4] - The company's revenue from CNC machine tools and industrial laser equipment accounts for over 30% of total revenue, with recent breakthroughs in micron-level precision and five-axis processing [4] - The company competes directly with international peers in high-end machine tool control systems [4] Group 4: Strategic Focus Areas - The company prioritizes semiconductor equipment and high-end CNC sectors due to significant market demand and favorable competition dynamics [4] - The robotics sector is also a focus, with an emphasis on identifying high-value commercial applications to drive user engagement and feedback [4] - The company maintains a research and development investment of around 20% of revenue, focusing on core technologies and applications in semiconductor, CNC, and robotics fields [5]

Group 1 - The Shenzhen Stock Exchange held a performance briefing for listed companies in the robotics industry, focusing on the theme "Agile and Empowering New Manufacturing," with companies like Zhimi Intelligent, Changsheng Bearing, Changying Precision, and Gokong Technology participating to discuss their performance and industry outlook [1] - The Shenzhen robotics industry has formed a significant cluster with over 100 listed companies, achieving a total market capitalization of approximately 5.5 trillion yuan [3] - Changying Precision, a leading domestic precision electronic component company, aims for a revenue of 16.934 billion yuan in 2024, representing a year-on-year growth of 23.40%, with a net profit of 772 million yuan, a substantial increase of 800.24% [3] - Zhimi Intelligent, a leading provider of IoT hardware products and solutions, expects to achieve a revenue of 4.034 billion yuan in 2024, a year-on-year increase of 10.06%, with a net profit of 125 million yuan, reflecting a growth of 280.73% [3] - Gokong Technology's core business in motion control components is expected to drive revenue growth in 2024, as the company has over ten years of experience in the robotics field, assisting clients in system construction and commercial implementation [3] Group 2 - Companies express optimism about the future development of the robotics industry, although large-scale commercialization is anticipated to take time [4] - Changsheng Bearing's general manager noted that the overall development of the robotics industry will create more opportunities for component companies, with research indicating that the global humanoid robot market is expected to reach a certain level by 2025 and experience significant growth by 2035 [4] - The current business of Changsheng Bearing in the robotics components sector is in its early stages, with future revenue expected to increase [4]