证券日报网讯 2月9日，绿的谐波在互动平台回答投资者提问时表示，公司与三花智控合作的项目请以 上市公司公告为准。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 2月9日，绿的谐波在互动平台回答投资者提问时表示，公司正积极推进海外市场拓展战 略，通过深化与海外合作伙伴的沟通交流，海外客群布局初见成效，为整体增长注入新的动力。公司境 外销售产品包括谐波减速器及精密零部件、机电一体化产品等，其中谐波减速器和机电一体化产品采用 直销与经销相结合的模式，精密零部件采用直销模式。 ...

（文章来源：证券日报） 证券日报网讯 2月9日，绿的谐波在互动平台回答投资者提问时表示，公司始终高度重视与投资者的沟 通交流，搭建了全方位、多渠道的沟通互动平台，常态化通过业绩说明会、投资者交流会、上证E互动 平台、公司现场调研等线上线下多元化渠道，与投资者保持良好互动，积极向市场传递公司的价值理念 和业务发展动态。 ...

Group 1 - The A-share market is experiencing a dual mainline trend driven by AI and robotics, with AIGC concept stocks and embodied intelligent robots showing strong performance [1] - On February 9, the ChiNext Index rose over 3%, with stocks like Zhongwen Online and Haikan Co. hitting the daily limit, indicating a collective surge in the sector [1] - The core catalyst for this rally is ByteDance's release of the Seedance 2.0 model, an AI video generation tool that can produce movie-quality content, expected to reduce content production costs by over 60% [1] Group 2 - The robotics industry is witnessing significant events, with over five embodied intelligent companies confirmed to participate in the 2026 Spring Festival Gala, marking a transition to large-scale commercial use [1] - Market research predicts optimistic growth for the embodied intelligent robot sector, with user spending expected to surge from $1.4 billion in 2025 to $77 billion by 2030, reflecting a compound annual growth rate of 94% [2] - Morgan Stanley forecasts that the shipment of humanoid robots in China will reach 14,000 units by 2026 and exceed one million units by 2034, indicating a market potential that may surpass that of the new energy vehicle industry [2] Group 3 - Performance data supports the expectation of an industry explosion, with 35 humanoid robot concept stocks forecasting significant profit growth for 2025 [4] - Companies like Liyade have turned losses into profits through an "AI + display + cultural tourism" ecosystem, while Xinzhi Group anticipates a net profit increase of over 500% [4] - Institutional investors are showing clear signs of increased investment, with seven out of 35 pre-profit growth stocks receiving over 100 million yuan in net purchases since January [4]

Core Insights - The humanoid robot industry is expected to open up a market space broader than that of automobiles, with significant investment opportunities emerging as the industry transitions from technology validation to large-scale commercialization [1][7]. Industry Development - Multiple robotics companies are set to showcase their products at the 2026 Spring Festival Gala, marking a significant step in the commercialization of the robotics industry in China [1][7]. - The humanoid robotics sector is moving from isolated breakthroughs to broader industry solutions, entering a phase of value validation and mass production [1][7]. Market Projections - According to IDC, user spending on embodied intelligent robots in China is projected to exceed $1.4 billion in 2025 and soar to $77 billion by 2030, with a compound annual growth rate of 94% [2][8]. - Morgan Stanley forecasts that 14,000 humanoid robots will be shipped in China in 2026, with annual shipments expected to double in the following years, potentially reaching 30 million units by 2041, rivaling the passenger car market [2][8]. Company Performance - A total of 35 humanoid robot concept stocks are expected to see net profit growth in 2025, including eight companies that are projected to turn losses into profits [3][9][10]. - Liard is expected to achieve a net profit of between 300 million and 380 million yuan in 2025, marking a turnaround from previous losses [10]. - Xinzhi Group anticipates a net profit of 12.7 million to 15.1 million yuan in 2025, representing a year-on-year growth of 502.59% to 616.94% [10]. Investment Trends - As of February 6, seven stocks among the 35 with expected profit growth have seen net purchases exceeding 100 million yuan since January, with iFlytek leading at 826 million yuan [5][12]. - Zhenyu Technology and Chaojie Technology have also attracted significant investment, with net purchases of 304 million yuan and 280 million yuan, respectively [12].

Group 1 - The core viewpoint of the news highlights the strong performance of the Robot ETF (562500), which is currently experiencing a high-level fluctuation with a latest price of 1.066 yuan, up 1.331% from the opening price [1] - The ETF tracks 66 constituent stocks, with 59 stocks showing an increase, particularly notable gains from Solid High-Tech (over 8%), Ruisheng Technology, Dazhu Laser, and Kuaike Intelligent, indicating a robust core rallying team driving the market [1] - The trading volume of the ETF reached 503 million yuan, with a turnover rate of 2.03%, reflecting a stable trading rhythm and moderate activity level, as bullish funds gradually release [1] Group 2 - CITIC Securities points out that the robotics industry is transitioning from a "technological vision" to "industrial reality," marking a critical phase that tests national will and institutional efficiency [2] - The year 2026 is predicted to be the "year of mass production" for the robotics industry, with policies expected to deepen the refined governance model of "regulatory pre-positioning + central-local competition" [2] - The Robot ETF (562500) is the only robot-themed ETF in the market with a scale exceeding 20 billion, covering various segments such as humanoid robots, industrial robots, and service robots, facilitating investors' access to the entire robotics supply chain [2] - Following the adjustment of constituent stocks, the humanoid robot content in the ETF's tracked index has increased to nearly 70%, successfully removing underperforming stocks and incorporating quality candidates [2]

敏实集团（00425）早盘一度涨超9%，截至发稿，股价上涨4.85%，报38.85港元，成交额7347.81万港 元。 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 敏实集团公告，集团已与绿的谐波就拟于美国成立合资公司的主要条款达成框架协议，该合资公司将致 力于在北美开展人形机器人关节模块总成的设计、制造及商业化拓展。预期加州敏实与绿的谐波将分别 持有合资公司60%及40%的股权。 根据框架协议，集团将与绿的谐波携手加速北美市场的拓展。依托集团的全球资源与平台以及绿的谐波 在传动领域方面的技术专长，双方致力于通过优势互补深化在人形机器人关节模组领域的合作，实现产 业联动及互利共赢，从而为双方开辟新的收入来源。 责任编辑：卢昱君 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 客户端 敏实集团（00425）早盘一度涨超9%，截至发稿，股价上涨4.85%，报38.85港元，成交额7347.81万港 元。 敏实集团公告，集团已与绿的谐波就拟于美国成立合资公司的主要条款达成框架协议，该合资公司将致 力于在北美开展人形机器人关节模块总成的设计、制造及商业化拓展。预期加州敏 ...

敏实集团(00425)早盘涨超9%，截至发稿，涨6.31%，报39.4港元，成交额2870.41万港元。 消息面上，敏实集团公告，集团已与绿的谐波就拟于美国成立合资公司的主要条款达成框架协议，该合 资公司将致力于在北美开展人形机器人关节模块总成的设计、制造及商业化拓展。预期加州敏实与绿的 谐波将分别持有合资公司60%及40%的股权。 根据框架协议，集团将与绿的谐波携手加速北美市场的拓展。依托集团的全球资源与平台以及绿的谐波 在传动领域方面的技术专长，双方致力于通过优势互补深化在人形机器人关节模组领域的合作，实现产 业联动及互利共赢，从而为双方开辟新的收入来源。 ...

消息面上，敏实集团公告，集团已与绿的谐波就拟于美国成立合资公司的主要条款达成框架协议，该合 资公司将致力于在北美开展人形机器人关节模块总成的设计、制造及商业化拓展。预期加州敏实与绿的 谐波将分别持有合资公司60%及40%的股权。 根据框架协议，集团将与绿的谐波携手加速北美市场的拓展。依托集团的全球资源与平台以及绿的谐波 在传动领域方面的技术专长，双方致力于通过优势互补深化在人形机器人关节模组领域的合作，实现产 业联动及互利共赢，从而为双方开辟新的收入来源。 智通财经APP获悉，敏实集团(00425)早盘涨超9%，截至发稿，涨6.31%，报39.4港元，成交额2870.41万 港元。 ...

2月9日，敏实集团在港交所公告，集团已与绿的谐波就拟于美国成立合资公司的主要条款达成框架协 议，该合资公司将致力于在北美开展人形机器人关节模块总成的设计、制造及商业化拓展。预期加州敏 实与绿的谐波将分别持有合资公司60%及40%的股权。 0:00 ...