开源证券指出，未来太空采矿、外太空作业等特殊场景对机器人有非常高的要求，机器人本体企业 以及相关配套的核心零部件（如执行器、传感器等）有望持续受益，此外，适配于采矿勘探环节机器人 的钻具壁垒较高，相关企业有望受益。 机器人ETF（562500）是全市场唯一规模超两百亿的机器人主题ETF，成分股覆盖人形机器人、工 业机器人、服务机器人等多个细分领域，帮助投资者一键布局机器人上中下游产业链。场外联接（华夏 中证机器人ETF发起式联接A：018344；华夏中证机器人ETF发起式联接C：018345）。 随着成分股调整落地，机器人ETF（562500）跟踪的中证机器人指数人形机器人含量提升至近 70%；此次调仓精准剔除近期走势疲软的个股，纳入表现尚可的优质标的，成功实现"去弱留强"。 每日经济新闻 （责任编辑：董萍萍 ） 截至11:00，机器人ETF（562500）高开后买盘承接强劲，指数维持在日均线附近盘整。最新价报 1.053元，较开盘价上涨0.766%。持仓股方面，该ETF跟踪的成分股共66只，其中54只成分股上涨，普 涨格局显著，科瑞技术涨停，丰立智能、步科股份、禾川科技三只涨超3%。流动性层面，机器人ETF ...

2月3日，步科股份涨5.07%，截至发稿，报131.89元/股，成交1.25亿元，换手率1.06%，总市值119.80亿 元。 资料显示，上海步科自动化股份有限公司位于中国(上海)自由贸易试验区申江路5709号,秋月路26号3幢 北侧三楼，成立日期2008年12月9日，上市日期2020年11月12日，公司主营业务涉及工业自动化设备控 制核心部件与数字化工厂软硬件的研发、生产、销售以及相关技术服务,并为客户提供设备自动化控 制、数字化工厂解决方案。主营业务收入构成为：驱动系统69.15%，控制系统30.09%，其他0.77%。 从步科股份十大流通股东角度 数据显示，易方达基金旗下1只基金位居步科股份十大流通股东。易方达国证机器人产业ETF （159530）三季度新进十大流通股东，持有股数96.94万股，占流通股的比例为1.15%。根据测算，今日 浮盈赚取约617.49万元。 易方达国证机器人产业ETF（159530）成立日期2024年1月10日，最新规模152.67亿。今年以来亏损 3.21%，同类排名5358/5562；近一年收益27.06%，同类排名2483/4285；成立以来收益53.36%。 易方达国证 ...

Investment Rating - The report maintains a "Recommended" rating for the humanoid robot industry, indicating that the industry index is expected to outperform the benchmark index by more than 10% [30] Core Insights - The humanoid robot concept index experienced a decline of 5.69% from January 25 to January 30, 2026, underperforming the CSI 300 index by 5.78 percentage points. However, year-to-date, the humanoid robot index has increased by 3.44%, outperforming the CSI 300 index by 1.79 percentage points [11][15] - Key companies in the humanoid robot sector are showing significant growth, with notable announcements of increased net profits for 2025, such as a projected increase of 39.08% to 63.63% for Boke Technology and 105% to 131% for Lide Harmony [4][27] Weekly Market Review - The humanoid robot index saw a weekly decline of 5.69%, with the largest weekly gain recorded by Zhongwei Semiconductor at +36.57% and the largest loss by Haozhi Electromechanical at -22.44% [11][15] - The report highlights a strong performance in the humanoid robot sector, with significant advancements in technology and product launches, such as Figure AI's Helix 02 robot, which demonstrated advanced capabilities in a kitchen environment [5][21] Weekly Hotspots Review Policy Developments - The Ministry of Civil Affairs issued guidelines to promote technological innovation in civil affairs, emphasizing the application of humanoid robots in elderly care and other critical areas [18] - The Jilin provincial government has prioritized "embodied intelligence" as a key industry direction for 2026, aiming to enhance applications in various sectors [19] - The Guangdong provincial government aims to strengthen emerging industries, including intelligent robots, as part of its economic strategy [20] Product and Technology Iteration - Figure AI launched the Helix 02 humanoid robot, which utilizes a single neural network for full-body control, showcasing its ability to perform complex tasks autonomously [5][21] - Yushun announced the open-source release of UnifoLM-VLA-0, a model aimed at enhancing humanoid robot operations [21] Investment and Financing - Zhejiang Humanoid Robot Innovation Center secured 450 million yuan in Pre-A financing, reflecting strong market confidence in humanoid robotics [24] - Shandong Future Robot completed a multi-hundred million yuan B round financing to enhance its technological capabilities and market reach [26] Key Company Announcements - Boke Technology expects a net profit increase of 39.08% to 63.63% for 2025, driven by robust demand in the robot sector [27] - Lide Harmony anticipates a net profit growth of 105% to 131% for 2025, attributed to significant advancements in its embodied intelligent robot business [28] - Changan Automobile aims to achieve mass production of humanoid robots by 2028, indicating a strategic shift towards robotics [28] - Li Auto confirmed its entry into the humanoid robot sector, restructuring its R&D team to focus on this emerging field [28]

Investment Rating - The report maintains a "Recommended" rating for the humanoid robot industry, indicating that the industry index is expected to outperform the benchmark index by more than 10% [30]. Core Insights - The humanoid robot concept index experienced a decline of 5.69% from January 25 to January 30, 2026, underperforming the CSI 300 index by 5.78 percentage points. However, year-to-date, the humanoid robot index has increased by 3.44%, outperforming the CSI 300 index by 1.79 percentage points [11][15]. - Key companies in the humanoid robot sector are showing significant growth, with notable announcements of increased net profits for 2025, such as a projected increase of 39.08% to 63.63% for Boke Technology and 105% to 131% for Lide Harmony [4][27]. Weekly Market Review - The humanoid robot index saw a weekly decline of 5.69%, with the largest weekly gain recorded by Zhongwei Semiconductor at +36.57% and the largest loss by Haozhi Electromechanical at -22.44% [11][15]. - The humanoid robot industry is witnessing a surge in investment, with Zhejiang Humanoid Robot Innovation Center completing a 450 million yuan Pre-A round financing, and Shandong Future Robot securing several hundred million yuan in B round financing [4][24]. Weekly Hotspots Review Policy Developments - The Ministry of Civil Affairs issued guidelines to promote technological innovation in civil affairs, emphasizing the application of humanoid robots in elderly care and rehabilitation [18]. - Jilin Province has identified "embodied intelligence" as a key industry focus for 2026, aiming to enhance applications in various sectors [19]. - Guangdong Province's government report highlights the importance of developing new industries, including intelligent robots, as part of its economic strategy [20]. Product and Technology Iteration - Figure AI launched the Helix 02 humanoid robot, which can autonomously perform complex tasks in a kitchen environment using a single neural network [5][21]. - Yushun announced the open-source release of UnifoLM-VLA-0, a model aimed at enhancing humanoid robot operations [21]. Investment and Financing - Zhejiang Humanoid Robot Innovation Center's recent financing reflects strong market confidence in humanoid robots' potential in industrial digitalization [24]. - Shandong Future Robot's B round financing will support the development of new core technologies and market expansion [26]. Key Company Announcements - Boke Technology expects a significant increase in net profit for 2025, driven by the growing demand for robots [27]. - Lide Harmony anticipates a substantial growth in its embodied intelligent robot business, contributing to its overall performance [28]. - Changan Automobile aims to achieve mass production of humanoid robots by 2028, indicating a strategic shift towards robotics [28].

目前，公司已能为客户提供包括无框力矩电机、中空驱动器、编码器、行星减速器等一体化关节模组的 部件，并与国内多家头部人形机器人企业建立了合作关系，实现了产品的批量交付，为业务后续规模化 发展奠定了基础。 格隆汇1月30日丨步科股份(688160.SH)近日在分析师会议上表示，当前，公司人形机器人业务的推进主 要受内外部两方面因素的共同影响：从外部环境来看，宏观层面的国产化替代趋势持续深化，叠加AI 技术的加速演进，共同推动了人形机器人行业整体从研发向产业化落地的进展，这为业务发展提供了重 要的市场与技术机遇；从公司内部来看，公司拥有在工业自动化领域积累多年的产品开发经验与核心技 术平台，正积极布局人形机器人相关业务。 ...

目前，公司已能为客户提供包括无框力矩电机、中空驱动器、编码器、行星减速器等一体化关节模组的 部件，并与国内多家头部人形机器人企业建立了合作关系，实现了产品的批量交付，为业务后续规模化 发展奠定了基础。 格隆汇1月30日丨步科股份(688160.SH)近日在分析师会议上表示，当前，公司人形机器人业务的推进主 要受内外部两方面因素的共同影响：从外部环境来看，宏观层面的国产化替代趋势持续深化，叠加AI 技术的加速演进，共同推动了人形机器人行业整体从研发向产业化落地的进展，这为业务发展提供了重 要的市场与技术机遇；从公司内部来看，公司拥有在工业自动化领域积累多年的产品开发经验与核心技 术平台，正积极布局人形机器人相关业务。 ...

智通财经APP讯，步科股份(688160.SH)发布公告，公司预计2025年年度实现归属于母公司所有者的净 利润6800万元到8000万元，与上年同期(法定披露数据)相比，将增加1,910.84万元到3,110.84万元，同比 增加39.08%到63.63%。 ...

步科股份(688160.SH)发布公告，公司预计2025年年度实现归属于母公司所有者的净利润6800万元到 8000万元，与上年同期(法定披露数据)相比，将增加1,910.84万元到3,110.84万元，同比增加39.08%到 63.63%。 ...

（编辑 王雪儿） 证券日报网讯 1月29日，步科股份发布公告称，公司预计2025年年度实现归属于母公司所有者的净利润 6，800.00万元到8，000.00万元，与上年同期（法定披露数据）相比，同比增加39.08%到63.63%。 ...

本期业绩变化的主要原因：受益于机器人行业需求快速增长，公司机器人业务营收同比大幅提升，成为驱动公司整体业绩增长的核心引擎；同 时，公司通过精细化运营管理，实施控费增效措施，期间费用增长幅度小于收入增长幅度，使得净利润实现快速增长。 （原标题：步科股份(688160.SH)：预计2025年归母净利润6800万元到8000万元，同比增加39.08%到63.63%） 格隆汇1月29日丨步科股份(688160.SH)公布，经财务部门初步测算，公司预计2025年年度实现归属于母公司所有者的净利润6800万元到8000万 元，与上年同期(法定披露数据)相比，将增加1910.84万元到3110.84万元，同比增加39.08%到63.63%。 归属于母公司所有者的扣除非经常性损益的净利润5500万元到6600万元，与上年同期(法定披露数据)相比，将增加1731.72万元到2831.72万元，同 比增加 45.95%到75.15%。 ...