证券代码：688160 证券简称：步科股份 公告编号：2026-001 上海步科自动化股份有限公司 本次股票上市类型为向特定对象发行股份；股票认购方式为网下，上市股 数为6,832,206股。 本次股票上市流通总数为6,832,206股。 本次股票上市流通日期为2026 年 1 月 21 日。 一、本次上市流通的限售股类型 根据中国证券监督管理委员会于 2025 年 5 月 16 日出具的《关于同意上海步 科自动化股份有限公司向特定对象发行股票注册的批复》（证监许可〔2025〕1045 号），同意上海步科自动化股份有限公司（以下简称"公司"）向特定对象发行股票 的注册申请。公司本次向特定对象发行 A 股股票对应的 6,832,206 股于 2025 年 7 月 21 日在中国证券登记结算有限责任公司上海分公司办理完毕股份登记手续。本 次向特定对象发行的新股登记完成后，公司总股本由 84,000,000 股增加至 90,832,206 股。 本次上市流通的限售股为公司向特定对象发行的股票，涉及限售股股东数量 为 14 名，持有限售股共计 6,832,206 股，占公司总股本 90,832,206 股的 7.52 ...

国泰海通证券股份有限公司（以下简称"国泰海通"或"保荐机构"）作为 上海步科自动化股份有限公司（以下简称"步科股份"或"公司"）向特定对象 发行股票的持续督导机构，根据《证券发行上市保荐业务管理办法》《上海证券 交易所科创板股票上市规则》《上海证券交易所科创板上市公司自律监管指引第 1 号——规范运作》等法律法规的相关规定，对步科股份向特定对象发行股票限 售股上市流通的事项进行了核查，核查情况及核查意见如下: 一、本次上市流通的限售股类型 国泰海通证券股份有限公司 关于上海步科自动化股份有限公司 向特定对象发行股票限售股上市流通的核查意见 根据中国证券监督管理委员会于 2025 年 5 月 16 日出具的《关于同意上海步 科自动化股份有限公司向特定对象发行股票注册的批复》（证监许可〔2025〕1045 号），同意上海步科自动化股份有限公司向特定对象发行股票的注册申请。公司 本次向特定对象发行 A 股股票对应的 6,832,206 股于 2025 年 7 月 21 日在中国证 券登记结算有限责任公司上海分公司办理完毕股份登记手续。本次向特定对象发 行的新股登记完成后，公司总股本由 84,000,000 股增加至 ...

Group 1 - The automation equipment sector increased by 1.87% on January 9, with Tianzhun Technology leading the gains [1] - The Shanghai Composite Index closed at 4120.43, up 0.92%, while the Shenzhen Component Index closed at 14120.15, up 1.15% [1] - Notable gainers in the automation equipment sector included Tianzhun Technology, which rose by 13.36% to a closing price of 68.80, and Hongxun Technology, which increased by 10.03% to 17.11 [1] Group 2 - The automation equipment sector experienced a net outflow of 528 million yuan from institutional investors, while retail investors saw a net inflow of 898 million yuan [2] - The top individual stocks by net inflow included Robotech, with a net inflow of 14.6 million yuan, and Kaidi Co., with a net inflow of 58.1 million yuan [3] - The overall trading volume for the automation equipment sector was significant, with Robotech achieving a transaction amount of 3.325 billion yuan [1][3]

Group 1 - The core viewpoint of the news is that Buke Co., Ltd. experienced a stock price increase of 5.45%, reaching 146.73 yuan per share, with a total market capitalization of 13.328 billion yuan [1] - Buke Co., Ltd. is located in the China (Shanghai) Pilot Free Trade Zone and was established on December 9, 2008. It specializes in the research, production, and sales of core components for industrial automation equipment and digital factory software and hardware [1] - The company's main business revenue composition includes 69.15% from drive systems, 30.09% from control systems, and 0.77% from other sources [1] Group 2 - Among the top ten circulating shareholders of Buke Co., Ltd., a fund under Yongying Fund holds a significant position. The Yongying Advanced Manufacturing Smart Selection Mixed Fund A (018124) reduced its holdings by 131,600 shares, now holding 4.0105 million shares, which is 4.77% of the circulating shares [2] - The Yongying Advanced Manufacturing Smart Selection Mixed Fund A was established on May 4, 2023, with a latest scale of 4.697 billion yuan. It has achieved a year-to-date return of 0.65% and a one-year return of 98.59% [2] - The fund manager, Zhang Lu, has a tenure of 6 years and 163 days, with the fund's total asset scale at 22.921 billion yuan. The best return during Zhang's tenure is 150.95%, while the worst return is -60.31% [3]

Group 1 - The automation equipment sector experienced a slight decline of 0.01% on January 6, with Robotech leading the drop [1] - The Shanghai Composite Index closed at 4083.67, up 1.5%, while the Shenzhen Component Index closed at 14022.55, up 1.4% [1] - Notable gainers in the automation equipment sector included Haixi Communications, which rose by 16.85% to a closing price of 29.61, and Xingchen Technology, which increased by 11.87% to 25.82 [1] Group 2 - The automation equipment sector saw a net outflow of 1.546 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.103 billion yuan [2] - Key stocks with significant net inflows from retail investors included Haixi Communications and Xingchen Technology, with net inflows of 651,500 yuan and 865,100 yuan respectively [3] - The overall trading volume in the automation equipment sector was highlighted, with Haixi Communications achieving a transaction amount of 321 million yuan [1]

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]

Group 1 - The National Robot Industry Index (980022) has shown a slight increase of 0.11% as of December 31, 2025, with notable gains from companies such as Boke Co., Ltd. (688160) up by 9.51% and iFlytek (002230) up by 2.68% [1] - The Ministry of Industry and Information Technology, along with three other departments, has issued the "Implementation Plan for Digital Transformation in the Automotive Industry," which aims to accelerate the application of artificial intelligence in key areas, promoting the large-scale use of intelligent robots in processes like welding, spraying, and assembly [1] - Huajin Securities indicates that by 2025, humanoid robots will enter a critical stage of industrialization, transitioning from the "0-1" phase to the "1-10" phase, with the demand for complex scene interactions driving an increase in component requirements [1] Group 2 - The top ten weighted stocks in the National Robot Industry Index (980022) as of November 28, 2025, include companies such as Double Ring Transmission (002472) and Ecovacs (603486), collectively accounting for 40.47% of the index [2] - The Robot ETF Penghua (159278) closely tracks the National Robot Industry Index, reflecting the price changes of listed companies related to the robot industry on the Shanghai and Shenzhen stock exchanges [1][3]

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 - The stock of Boke Co., Ltd. surged over 18%, reaching a new high [1] - Haoshi Electromechanical increased by more than 10% [1] - Wanxiang Qianchao experienced a straight limit-up [1] - Mingzhi Electric and Founder Electric both saw significant gains [1]

Group 1 - The core viewpoint of the articles highlights the significant interest from brokerages in A-share listed companies, with over 2800 companies receiving brokerage research in 2025, indicating that more than half of the market's listed companies have been under brokerage attention [1][2] - The mechanical equipment, electronics, and pharmaceutical biotechnology sectors are identified as the most favored by brokerages, with over 290 companies in each sector receiving research attention [1][2] - The mechanical equipment sector is particularly noted for investment opportunities in the humanoid robot industry chain, while the electronics sector is advised to focus on new technologies and demands driven by the AI innovation cycle [3][4] Group 2 - Crystal Optoelectronics, a company in the electronics sector, has been the most favored by brokerages, receiving 175 research visits, and is part of a sector that has seen a significant price increase of nearly 42% in 2025 [1][2] - The electronics sector has over 320 companies receiving brokerage research, with notable companies like Huaqin Technology and Luxshare Precision receiving more than 140 research visits each [2] - The pharmaceutical biotechnology sector has 296 companies under brokerage research, with a cumulative increase of only 12.44% in 2025, indicating a relative underperformance compared to other sectors [3][4] Group 3 - Investment opportunities in the humanoid robot sector are expected to grow, with a focus on companies entering the Tesla supply chain and those involved in core supply chain and standardization [3] - The electronics sector is anticipated to benefit from the AI-driven demand for high-performance storage and semiconductor testing equipment, suggesting a favorable outlook for related companies [4] - The pharmaceutical sector is expected to continue focusing on innovative drug companies, supported by favorable policies and increasing international market presence, which will attract more investor attention [4]