今日共44股涨停，连板股总数13只，40股封板未遂，封板率为52%（不含ST股、退市股）。 焦点股方面，天普股份一字涨停晋级8连板；机器人概念股午后逆势走强，科森科技13天7板，凯迪股份 10天5板；业绩超预期的低价股兆新股份4连板。 9月2日，A股主要指数集体调整，全天成交额2.91万亿元，较前一交易日增量1348亿元。 盘面上，CPO概念大幅回撤，通信设备、半导体等大跌居前，银行、贵金属、机器人板块逆市走高。 | 代码 | 名称 | 价格 | 沃幅 | 几天几板 张停分析 | 换手率 | 成交额: | | --- | --- | --- | --- | --- | --- | --- | | 8062522 | 天管股份 | 57.10 | +10.00% | 8连板 中吴芯英拟入主 汽车零部 | 0.05% | 370.01万 | | 002256 北新股份 | | 3.89 | +9.89% | 4连板 半年报增长+RWA+新能源发 | 8.27% | 6.26 Z | | 000981 | 山子高科 | 2.65 | 49.96% | 4天3板 半年报扭亏+阿里合作+整车 | 11.78% | 29 ...

Group 1 - Company Giant Wheel Intelligent (巨轮智能) is currently developing CNC equipment in collaboration with OPS Company, targeting the planetary roller screw industry, and is in the phase of dual promotion in both Chinese and overseas markets [1] - OPS-Ingersoll has over 60 years of experience in manufacturing electric discharge machining (EDM) machines and over 20 years in high-speed machining centers, making it a leading manufacturer in these fields with a strong presence in the mold industry [1] - OPS has established a production base in Guangdong, China, in partnership with Giant Wheel Intelligent since 2012, focusing on the development and manufacturing of Industry 4.0 automation equipment and CNC machines [1] Group 2 - In May of this year, Giant Wheel Intelligent established a wholly-owned subsidiary, OPS Machine Tool (Guangdong) Co., Ltd., which focuses on the manufacturing and sales of metal cutting machine tools and CNC machine tools [2] - Planetary roller screws are increasingly used in industrial applications due to their compact size, high precision, and durability, particularly in humanoid robots as core components for high-precision motion control [2] - The high precision requirements for planetary roller screws currently lead to reliance on imported high-end processing equipment from Germany and Japan, and the new CNC equipment from Giant Wheel Intelligent is expected to fill the gap in domestic production [2] Group 3 - The introduction of the planetary roller screw CNC equipment is part of Giant Wheel Intelligent's strategy to expand its product offerings in the humanoid robot components market, following the XT reducer [3] - The company plans to intensify market development for its planetary roller screw CNC equipment and XT reducers, and has signed a cooperation agreement with Roshen Group to accelerate the overseas market expansion of its reducer products [3] - Giant Wheel Intelligent will jointly promote the planetary roller screw CNC equipment with OPS Company in both Chinese and overseas markets [3]

每经AI快讯，有投资者在投资者互动平台提问：董秘你好，北京世界人形机器人大会有没有企业应用 贵公司新研发的XT减速器？效果如何？ 巨轮智能（002031.SZ）8月26日在投资者互动平台表示，公司XT减速器正在进一步开展细化和轻量化 研发工作，为产品积极寻找应用场景。 （文章来源：每日经济新闻） ...

Core Viewpoint - The article highlights the advancements and achievements of Jilun Intelligent in the field of tire molds and industrial robotics, emphasizing its goal to become a leader in the RV reducer market in China. Group 1: Company Overview - Jilun Intelligent was established in 1992 and has developed four high-end business segments: tire molds, tire vulcanizing machines, industrial robots, and precision machine tools [4][5]. - The company became the first listed tire mold manufacturer in China in 2004, achieving a technology level comparable to international peers in the tire mold sector [6][9]. Group 2: Technological Innovations - The key to the robot lion dance performance is the RV reducer installed at the joints, allowing for flexible movements comparable to human performers [4]. - Jilun Intelligent's new "low-carbon electromagnetic heating tire vulcanization system" is set to revolutionize the vulcanization process, ensuring consistent quality across the tire [14]. Group 3: Market Position and Goals - Jilun Intelligent aims to become the leading company in the RV reducer sector in China within the next ten years, with its RV reducer technology already matching that of industry leaders [15]. - The company has received CR product certification for its RV reducers, becoming one of the first domestic companies to achieve this [15]. Group 4: Industry Insights - The tire mold industry is characterized as a technology-intensive sector, with China currently having no significant shortcomings in this field [5]. - The global humanoid robot market is projected to exceed 400 billion yuan by 2035, indicating significant growth potential for related technologies [18].

Group 1 - The core focus of the article is on the advancements made by Giant Wheel Intelligent Equipment Co., Ltd. in the field of RV reducers, which are critical components for industrial robots, breaking the foreign monopoly in this sector [2][3] - Giant Wheel Intelligent has developed over 30 types of RV reducers, filling the gap in China's ability to conduct durability testing for these components, thus aligning with international standards [2] - The company is increasing its R&D efforts in humanoid robots, specifically targeting the development of micro high-precision reducers that can withstand high torque and precision requirements [2][3] Group 2 - The newly developed XT reducer for humanoid robots significantly reduces weight while offering long lifespan, rigidity, and overload capacity, addressing issues related to gear slipping under impact [3] - The Guangdong provincial government is actively supporting the development of artificial intelligence and robotics industries through various policy measures, which Giant Wheel Intelligent is leveraging to enhance its technological innovation capabilities [3] - The future outlook for the humanoid robot market is promising, with Giant Wheel Intelligent aiming to establish itself as a leading high-end equipment R&D and manufacturing base, contributing significantly to the development of China's robotics industry [3]

Group 1 - The humanoid robot industry is accelerating its development, with multiple companies and innovation centers announcing new products and services [1] - The Chinese government has included "embodied intelligence" and "intelligent robots" in its national strategic deployment, aiming to foster future industries and promote industrial integration [1] - Guangdong province is projected to produce over 240,000 industrial robots in 2024, representing a year-on-year growth of 31.2% and accounting for over 40% of the national total [1] Group 2 - Jilun Intelligent is a core enterprise in the production of robot reducers in Guangdong, with its RV reducers meeting international advanced technical standards [2] - The newly developed XT reducer for humanoid robots aims to significantly reduce weight while providing long lifespan and overload capacity, addressing issues with existing reducers [2] - Jilun Intelligent plans to focus on the research and industrialization of core components like reducers, leveraging its integrated development advantages in key components and automation [2]