Core Viewpoint - The company is focusing on the development and sales of a series of intelligent robots for military applications, leveraging existing technological expertise and integrating advanced technologies like artificial intelligence [1] Group 1: Product Development - The company has developed intelligent combat robots with high autonomy and collaborative capabilities, designed to perform tasks such as detection, positioning, and precision strikes in complex scenarios [1] - The company is expanding its product range to include high-capacity robot platforms and radiation-resistant hydraulic robots, catering to military, nuclear industry, and emergency rescue applications [1] Group 2: Technological Integration - The company is enhancing its competitiveness by self-developing high-performance servo motors and other upstream modules, which improve the overall machine performance and horizontal compatibility [1] Group 3: Order Management - The company will announce new signed orders in accordance with relevant laws and regulations in a timely manner [1]

Group 1 - The company has collected over 1 million hours of data from more than 3,000 households using Gen DAS Gripper and the industry's first large-scale data production line, Gen ADP, accelerating the development of the embodied industry [1] - The overall industry volume and individual skill scale are the largest, with a cumulative duration exceeding 10,000 hours and a total data scale of over 1 million clips, ensuring each skill has the highest data volume in the industry [1] - The data collection focuses on 10 common household scenarios and 30 skills, ensuring quality by avoiding excessive dispersion [1] Group 2 - The data includes multi-modal, high-quality information such as large FOV raw images, trajectories, annotations, and joint actions, with industry-leading accuracy and quality [1] - The first phase of data has been uploaded, covering 12 skills across 4 major scenario tasks, with plans to complete the remaining skills and provide support for data format conversion and usage [2] - The data is available for download at a specified link, and users are encouraged to provide feedback and suggestions for additional scenarios and skills to be digitized [2]

Core Viewpoint - Jingpin Special Equipment has shown significant growth in revenue and net profit, indicating strong business performance and investor interest in the company [2][3]. Group 1: Financial Performance - As of September 30, 2025, Jingpin Special Equipment achieved operating revenue of 212 million yuan, representing a year-on-year increase of 211.05% [2]. - The net profit attributable to shareholders for the same period was 10.88 million yuan, reflecting a year-on-year growth of 139.41% [2]. - Cumulative cash dividends since the company's A-share listing amount to 37.67 million yuan [3]. Group 2: Shareholder and Market Activity - As of December 31, 2023, the total number of shareholders for Jingpin Special Equipment was 5,677, an increase of 30.72% compared to the previous period [2]. - The average number of circulating shares per shareholder decreased by 23.50% to 6,490 shares [2]. - The financing balance as of December 31, 2023, was 101 million yuan, accounting for 1.60% of the market capitalization, indicating a high level of financing activity [1]. Group 3: Institutional Holdings - As of September 30, 2025, the largest circulating shareholder was GF Small and Medium Cap Selected Mixed Fund, holding 2.30 million shares, an increase of 653,300 shares from the previous period [3]. - Other notable institutional shareholders include Huaxia CSI Robotics ETF and new entrants such as GF Growth Sailing Mixed Fund and GF Technology Power Stock Fund [3].

格隆汇1月4日丨晶品特装(688084.SH)公布，截至2025年12月月底，公司已累计回购股份3.60万股，占公 司总股本的比例为0.05%，购买的最高价为83.00元/股、最低价为71.89元/股，已支付的总金额为279.97 万元(不含印花税、交易佣金等交易费用)。 ...

证券代码：688084 证券简称：晶品特装 公告编号：2026-001 北京晶品特装科技股份有限公司 关于以集中竞价交易方式回购股份的回购进展公告 一、回购股份的基本情况 北京晶品特装科技股份有限公司（以下简称"公司"）于 2025 年 6 月 17 日召开 第二届董事会第十一次会议，审议通过了《关于使用部分超募资金以集中竞价交 易方式回购公司股份方案的议案》，同意公司使用部分超募资金以集中竞价交易方 式回购公司已发行的部分人民币普通股（A 股）股份，并在未来适宜时机将前述 回购股份用于员工持股计划或股权激励。公司本次回购股份的资金总额不低于人 民币 800 万元（含）且不超过人民币 1,200 万元（含），回购价格不超过 90 元/股。 本次回购股份的实施期限为自董事会审议通过本次回购股份方案之日起 12 个月内。 根据《公司章程》的规定，公司本次回购股份方案属于董事会审批权限范围， 无需提交股东会审议。 具 体 内 容 详 见 公 司 于 2025 年 6 月 18 日 在 上 海 证 券 交 易 所 网 站 （www.sse.com.cn）披露的《关于以集中竞价方式回购股份的回购报告书》（公告 编号：2 ...

Group 1 - The Robot ETF (562500) is down 0.59%, currently consolidating below the zero axis, which may provide a reasonable entry point for year-end positioning [1] - Key holdings are performing well, with Boke Co. leading the gains by over 4%, and AI leader iFlytek rising by over 3% [1] - Despite market adjustments, liquidity remains strong with trading volume exceeding 1.078 billion yuan, indicating active capital exchange [1] Group 2 - JD.com and Yushutech have launched their first offline store, located at JD Mall in Beijing's Double Qiao, set to officially open on the 31st at 10:58 AM, with customers already waiting [1] - The store features various Yushutech robots, including the Go2 robotic dog and the G1 humanoid robot [1] - Dongfang Securities predicts rapid advancements in motion control for humanoid robots by 2025, with mass production expected to be a key focus in 2026 [1] - Recent demonstrations by Tesla and Yushutech showcase significant progress in humanoid robot technology [1]

Core Viewpoint - The Robot ETF (159770) has shown significant growth, with a net inflow of funds and a notable increase in its scale and shares, indicating strong investor interest in the robotics sector. Group 1: ETF Performance - As of December 31, 2025, the Robot ETF (159770) recorded a transaction volume of 210 million yuan, with the underlying index (H30590) rising by 0.55% [1] - The Robot ETF (159770) achieved a new high with a total scale of 10.926 billion yuan and 10.311 billion shares as of December 30, marking a significant milestone since its inception [2] - Over the past three days, the Robot ETF (159770) has seen a cumulative net inflow of 325 million yuan, with a year-to-date total net inflow of 8.441 billion yuan, leading among similar products in the Shenzhen market [2] Group 2: Industry Developments - Four government departments have issued a plan to promote digital transformation in the automotive industry, emphasizing the importance of intelligent robots and testing equipment as key areas for technological advancement [3] - The plan encourages the integration of artificial intelligence in various stages of automotive production, aiming to enhance the industry's resilience and safety through innovative applications [3] Group 3: Company Innovations - Dou Shen Education launched its first embodied intelligent product, the "Learning Companion Robot," which sold out within an hour, showcasing the growing demand for AI applications in education [4] - The Learning Companion Robot integrates advanced real-time audio and video technology and features dual large models, indicating a strategic move towards creating a comprehensive AI education ecosystem [4] Group 4: Market Sentiment - Open Source Securities reported a rebound in the humanoid robot sector, with both technical and emotional factors contributing to a significant increase in the sector index [5] - The report anticipates that the industry will reach a technological convergence by 2025 and cross a mass production inflection point by 2026, focusing on the supply chain of Tesla and leading domestic enterprises [5]

Group 1: Target Price Increases - On December 29, 2023, several companies received target price increases from brokers, with notable increases for Jingpin Special Equipment, Huaxu Electronics, and Anker Innovation, showing target price increases of 43.02%, 35.06%, and 30.02% respectively, primarily in the military electronics and consumer electronics sectors [1][2] - The highest target prices and their respective increases are as follows: Jingpin Special Equipment (114.00 CNY, 43.02%), Huaxu Electronics (39.60 CNY, 35.06%), and Anker Innovation (145.00 CNY, 30.02%) [2] Group 2: Broker Recommendations - A total of 27 listed companies received broker recommendations on December 29, with companies like Hailan Home, Huachuang Cloud, and Guiguan Electric receiving one recommendation each [2] - The companies with the highest target price increases also reflect strong broker interest, indicating potential investment opportunities in these sectors [1][2] Group 3: First-Time Coverage - On December 29, brokers initiated coverage on eight companies, including Shangfeng Cement and Aisolar, both receiving "Increase" ratings, while Libat and Zhuhai Guanyu received "Buy" ratings from Guosheng Securities [3][4] - Other companies receiving first-time coverage include Baolong Chuangyuan and Xincheng Technology, indicating a growing interest in sectors such as cement, photovoltaic equipment, and battery technology [3][4]

Group 1 - The company has successfully transitioned its products from police equipment to military models, focusing on special robots and intelligent perception as its two main businesses [1] - In the robotics sector, the company has developed special robots for reconnaissance, bomb disposal, and nuclear chemical tasks, winning multiple projects with first-place bids [1] - The company is expanding into intelligent manufacturing fields such as simulation equipment and hydrogen storage production lines, which are expected to provide long-term growth potential [1] Group 2 - The integration of manned and unmanned equipment significantly enhances the situational awareness of infantry units, with the company providing critical support for both reconnaissance and combat robots [2] - The company's optical products, including night vision goggles and observation devices, contribute to the intelligence of manned equipment, and the proliferation of intelligent groupings is anticipated to drive rapid growth for the company [2] Group 3 - The company has strategically positioned itself in the overseas market, benefiting from the rapid growth of the drone export market, with monthly export values increasing from 1-2 billion to 3-4 billion since October 2023 [3] - A strategic cooperation agreement with Poly Technology in 2024, along with a 20 million yuan investment in Poly Defense, is expected to further enhance the company's benefits from the growing unmanned export market [3] Group 4 - The company projects net profits of 21 million, 62 million, and 153 million yuan for the years 2025, 2026, and 2027, with growth rates of turning profitable, 202%, and 146% respectively [4] - Comparable companies include Zhong无人机, Aerospace Rainbow, and Greenland Harmonic, with an average PB of 5.3 and 5.2 times for 2025 and 2026, respectively, leading to a target price of 114 yuan for the company in 12 months [4]

重要内容提示： 本次会议是否有被否决议案：无 证券代码：688084 证券简称：晶品特装 公告编号：2025-040 北京晶品特装科技股份有限公司 2025年第一次临时股东会决议公告 本公司董事会及全体董事保证公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 一、 会议召开和出席情况 （一） 股东会召开的时间：2025 年 12 月 29 日 （二） 股东会召开的地点：北京市昌平区创新路 15 号行政楼一楼会议室 （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况： | 1、出席会议的股东和代理人人数 | 59 | | --- | --- | | 普通股股东人数 | 59 | | 2、出席会议的股东所持有的表决权数量 | 43,251,755 | | 普通股股东所持有表决权数量 | 43,251,755 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比 | 58.3699 | | 例（%） | | | 普通股股东所持有表决权数量占公司表决权数量的比例（%） | 58.3699 | 注：截至本次股 ...