Core Viewpoint - The controlling shareholder of Shanghai Buke Automation Co., Ltd. has reduced its stake, which may impact the ownership structure but does not affect the company's ongoing operations or control [1] Group 1: Shareholding Changes - The controlling shareholder, Shanghai Bujin Information Consulting Co., Ltd., reduced its holdings by 1,816,644 shares, representing 2% of the total share capital [1] - The combined shareholding of Shanghai Bujin and its concerted parties decreased from 59.88% to 57.88%, reaching a 1% integer threshold [1] Group 2: Compliance and Future Actions - This equity change is part of a previously announced reduction plan and has not been fully executed [1] - The change does not trigger a mandatory tender offer and does not affect the company's continuous operations [1] - The company will continue to monitor and disclose relevant information in accordance with regulations, reminding investors to be aware of risks [1]

Group 1 - The humanoid robot technology is transitioning from laboratory breakthroughs to industrial applications, attracting significant attention from the capital market, with related stocks performing exceptionally well this year [2][3] - On September 16, the humanoid robot sector saw a strong surge, with stocks like Sanhua Intelligent Control, Beite Technology, and Shuanghuan Transmission hitting the daily limit, and over 6 billion yuan of net inflow from major funds into the sector [3] - A framework cooperation agreement was signed among State Grid Hangzhou Power Supply Company, Yushu Technology, Embodied Intelligence Base Company, and State Grid Zhejiang Huadian Research Institute to deepen collaboration in the field of AI applications in electricity [3] Group 2 - The humanoid robot industry is expected to enter a phase of large-scale production by 2025, with several companies announcing significant contracts, such as Zhipingfang's collaboration with Huike's subsidiary to deploy over 1,000 intelligent robots in the next three years [5] - Policies are strongly supporting the development of humanoid robots, with various regions implementing special policies since 2025 to provide comprehensive support, including funding, technology breakthroughs, and ecosystem construction [5] - Industry experts are optimistic about the scaling process of humanoid robots, with projections indicating that the annual shipment volume could double in the coming years, and Goldman Sachs forecasts a compound annual growth rate of 94% in sales from 2025 to 2035, reaching a market size of $154 billion by 2035 [5] Group 3 - The humanoid robot concept stocks in the A-share market have performed well this year, with an average increase of 67.63%, and 18 stocks have doubled in price compared to the end of last year [6] - Major lithium battery companies are actively entering the humanoid robot sector through strategic investments and collaborations, reflecting their intent to seek new growth avenues and the synergy between the two industries [6][7] - The development of humanoid robots is expected to drive demand for lithium batteries, with the potential to promote advancements in high-energy-density and high-safety battery technologies, reshaping the market landscape [7]

进一步统计，近3个月内该股累计发生5笔大宗交易，合计成交金额为1.52亿元。该股近5个交易日累计 上涨11.60%，主力资金合计净流入769.68万元。 责任编辑：小浪快报 第1笔成交价格为83.89元，成交166.26万股，成交金额13,947.92万元，溢价率为-18.38%，买方营业部为 摩根大通证券（中国）有限公司上海银城中路证券营业部，卖方营业部为国泰海通证券股份有限公司上 海长宁区江苏路证券营业部。 9月16日，步科股份收涨12.72%，收盘价为102.78元，发生1笔大宗交易，合计成交量166.26万股，成交 金额1.39亿元。 ...

9月16日，步科股份大宗交易成交166.26万股，成交额1.39亿元，占当日总成交额的19.76%，成交价 83.89元，较市场收盘价102.78元折价18.38%。 | 交易日期 | 证券简称 | 蓬秀代码: | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | | 奥出营业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | | 025-09-16 | 最好假的 | 091889 | 68.89 13947.92 | 166.26 | 摩根大通证券(中 | 国泰海通证券股份 | 合 | | | | | | | 国) 有限公司上海 | 有限公司上海长宁 | | | | | | | | 银城中路证券营业 | 区江苏路证券营业 . 44 | | ...

Market Overview - On September 16, the automation equipment sector rose by 3.16%, with Boke Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3861.87, up 0.04%, while the Shenzhen Component Index closed at 13063.97, up 0.45% [1] Top Performers - Boke Co., Ltd. (688160) closed at 102.78, up 12.72% with a trading volume of 57,400 shares and a transaction value of 566 million [1] - Weichuang Electric (688698) closed at 69.08, up 10.18% with a trading volume of 134,700 shares and a transaction value of 906 million [1] - Kaidi Co., Ltd. (605288) closed at 105.06, up 10.00% with a trading volume of 15,100 shares and a transaction value of 15.7 million [1] Other Notable Stocks - Junpu Intelligent (688306) closed at 12.82, up 9.20% with a trading volume of 158,740 shares and a transaction value of 739 million [1] - Dazhu Laser (002008) closed at 40.37, up 7.28% with a trading volume of 757,500 shares and a transaction value of 3 billion [1] Market Capital Flow - The automation equipment sector saw a net inflow of 1.163 billion in main funds, while retail funds experienced a net outflow of 578 million [2][3] - The main funds' net inflow for Huichuan Technology (300124) was 359 million, while retail funds saw a net outflow of 214 million [3] Sector Performance - The overall performance of the automation equipment sector indicates strong investor interest, particularly in leading companies like Boke Co., Ltd. and Weichuang Electric, which have shown significant price increases and trading volumes [1][2]

Market Overview - The Shanghai Composite Index closed at 3856.45 points, slightly above the six-month moving average, with a change of -0.10% [1] - The total trading volume of A-shares reached 1,498.15 billion yuan [1] Stocks Performance - A total of 106 A-shares have surpassed the six-month moving average, with notable stocks showing significant deviation rates [1] - The stocks with the highest deviation rates include: - Xinning Logistics (17.50%) - Longxin Technology (14.12%) - Buke Co., Ltd. (7.41%) [1] - Other stocks that have just crossed the six-month moving average with smaller deviation rates include: - Shengxiang Biological - Sichuan Road and Bridge - Qimingxing Chen [1] Top Performing Stocks - The top three stocks with the highest daily price increase are: - Xinning Logistics: +19.95% with a turnover rate of 22.32% [1] - Longxin Technology: +14.33% with a turnover rate of 4.67% [1] - Buke Co., Ltd.: +8.14% with a turnover rate of 3.88% [1] Additional Notable Stocks - Other stocks with notable performance include: - Feilida: +7.11% [1] - Lei'ao Planning: +5.44% [1] - Hanbang Gaoke: +11.54% [1]

Core Viewpoint - The industrial automation sector in China has reached an internationally leading level, particularly in emerging fields such as embodied intelligent robots and humanoid robots, with companies like Boke Co., Ltd. at the forefront of this development [2][5]. Company Overview - Boke Co., Ltd. was successfully listed on the Sci-Tech Innovation Board in November 2020, raising 381 million yuan, which significantly boosted the company's confidence and investment capabilities in humanoid and embodied intelligent robots [4]. - The company reported a revenue of 311 million yuan in the first half of 2025, representing a year-on-year growth of 21.28%, and a net profit of 26 million yuan, up 13.58% from the previous year [4]. Globalization Strategy - Boke Co., Ltd. aims for global outreach and has established a mission focused on components to achieve global robotics [2][5]. - The company is optimistic about the growth of international sales and revenue share in the coming years due to technological advancements and globalization efforts [2][5]. Industry Insights - The robotics industry is characterized by various categories, including industrial robots, mobile robots, and AGV robots, which are currently in a mature phase with substantial growth [6]. - The fields of embodied intelligent robots and humanoid robots are still in the technology introduction phase, with new demands emerging and driving the development of new technological solutions [6]. Strategic Focus - Boke Co., Ltd. aims to combine the long-term development of robotics with short-term market demands to ensure sustained commercial success [6][7]. - The company aspires to be the "most knowledgeable component company in robotics," focusing on providing not just hardware but also supporting component models that facilitate the successful application of humanoid robots [6][8].

Group 1 - The core transaction of Buke Co., Ltd. on September 11 involved a block trade of 37,000 shares, amounting to 3.0296 million yuan, with a transaction price of 81.88 yuan, representing a discount of 9.79% compared to the closing price of the day [2][3] - Over the past three months, Buke Co., Ltd. has recorded a total of five block trades, with a cumulative transaction amount of 21.984 million yuan [3] - On the same day, Buke Co., Ltd. closed at 90.77 yuan, up 1.99%, with a daily turnover rate of 2.32% and a total transaction volume of 175 million yuan, while the net outflow of main funds was 16.0078 million yuan [3] Group 2 - In the last five days, Buke Co., Ltd. has seen a cumulative increase of 8.37%, with a total net outflow of funds amounting to 68.7836 million yuan [3] - The latest margin financing balance for Buke Co., Ltd. is 15.8 million yuan, which has decreased by 2.30377 million yuan over the past five days, reflecting a decline of 12.70% [3]

Group 1 - On September 11, Buke Co., Ltd. executed a block trade of 37,000 shares, with a transaction value of 3.0296 million yuan, accounting for 1.7% of the total transaction volume for the day [1] - The transaction price was 81.88 yuan, which represents a discount of 9.79% compared to the market closing price of 90.77 yuan [1]

Group 1 - The core point of the news is that Buke Co., Ltd. experienced significant trading activity on September 5, with a total of 117,000 shares traded at a price of 77.06 yuan, which represents a discount of 10.51% compared to the closing price of the day [1][2] - In the last three months, Buke Co., Ltd. has recorded a total of four block trades, amounting to 18.95 million yuan [2] - The closing price of Buke Co., Ltd. on the reporting day was 86.11 yuan, reflecting an increase of 2.81% [2] Group 2 - The stock's turnover rate for the day was 1.61%, with a total trading volume of 115 million yuan [2] - Over the past five days, the stock has seen a cumulative decline of 3.47%, with a net outflow of funds totaling 3.44 million yuan [2] - The latest margin financing balance for Buke Co., Ltd. is 170 million yuan, which has increased by 6.69 million yuan, representing a growth of 4.09% over the past five days [2]