截至2025年8月14日收盘，有研硅股价报11.88元，较前一交易日下跌4.27%。当日成交量为151596手， 成交额达1.82亿元。 根据公司披露的半年报，2025年上半年有研硅实现营收4.91亿元，同比减少3.2%；归母净利润1.06亿 元，同比下滑18.74%。报告期内，公司8英寸硅片产量同比增长37%，产能扩张计划稳步推进。此外， 公司在超低阻硅片等领域实现规模化量产，并积极拓展国内外市场。 资金流向方面，8月14日主力资金净流出1183.31万元，近五日累计净流出533.77万元。 风险提示：市场有风险，投资需谨慎。 有研硅主营业务为半导体硅材料的研发、生产和销售，产品涵盖8英寸硅片、区熔硅片等，广泛应用于 集成电路、LED、光通信等领域。公司通过产能扩张和产业链整合，持续提升市场竞争力。 ...

Investment Rating - The report does not explicitly state an investment rating for the industry, but it provides insights into various sectors within the equipment manufacturing industry, indicating a cautious outlook for the photovoltaic sector while remaining optimistic about the engineering machinery and humanoid robot sectors [1][2]. Core Insights - The commercial humanoid robot industry is accelerating towards commercialization, driven by advancements in artificial intelligence, a robust supply chain, and supportive policies, leading to a decrease in costs and an anticipated market explosion in service robots across various sectors [2]. - The engineering machinery sector is experiencing stable export growth, supported by the Belt and Road Initiative, with a notable increase in excavator exports, which reached 9,595 units in April, marking a year-on-year increase of 19.3% [2]. - The photovoltaic sector is facing pressure on raw material prices, with recent market rumors about capacity consolidation among leading silicon material companies proving unfounded, leading to a decline in stock prices after an initial spike [2]. Market Performance Review - From May 12 to May 16, the indices for mechanical equipment, electric power equipment, and automotive industries rose by 0.35%, 1.39%, and 2.40% respectively, ranking them 18th, 10th, and 3rd among 31 Shenwan primary industries [7][10]. - The top-performing sub-sectors included passenger vehicles, which rose by 4.43%, and batteries, which increased by 2.47%, while engineering machinery saw a decline of 2.06% [10]. Industry News and Key Company Announcements - The report highlights significant industry events, such as the 4th Changsha International Engineering Machinery Exhibition, which showcased trends towards high-end, intelligent, and green machinery [2]. - Notable announcements include the expected revenue for CSIQ in Q2 2025, projected between $1.9 billion and $2.1 billion, and the anticipated total revenue for the year between $6.1 billion and $7.1 billion [20].