Group 1 - The Zhejiang University Hangzhou International Innovation Center, in collaboration with Jingzhi Technology and Kaierda Group, launched the humanoid robot "Bolt" with a peak speed of 10 meters per second, marking a breakthrough in high-speed motion and control in humanoid robotics in China [1] - The release of "Bolt" is expected to accelerate the transition from technology research and development to commercialization in the humanoid robotics industry, with significant potential applications in sports technology and intelligent training [1] - The humanoid robotics industry in China is entering a critical phase of commercialization, with continuous breakthroughs in core technologies and expanding application scenarios, projected to enter a new stage of large-scale development by 2026 [1][2] Group 2 - Since 2025, the humanoid robotics industry in China has made significant advancements in motion control, core components, and foundational algorithms, with companies like Zhiyuan Innovation and Yushu Technology leading the way [2] - The year 2025 is identified as a pivotal year for the humanoid robotics industry in China, transitioning from initial development to broader application and integration of technologies [2] - The continuous technological breakthroughs are driving steady expansion in the humanoid robotics industry, with an increasing number of application scenarios further supporting industry growth [2] Group 3 - IDC's report indicates that global humanoid robot shipments are expected to reach approximately 18,000 units by 2025, representing a year-on-year growth of about 508%, with Chinese manufacturers dominating the market [3] - The humanoid robotics sector has seen significant capital investment, with the Beijing Humanoid Robot Innovation Center completing a market financing round exceeding 700 million yuan, and over 70% of financing events in the robotics sector occurring in humanoid robotics and embodied intelligence [3] - Policy support for the humanoid robotics industry is strengthening, with initiatives included in government reports and plans, establishing a clear development path and support system for the industry [3] Group 4 - The high-tech robot industry research institute predicts that by 2026, the domestic humanoid robotics industry will enter a phase of large-scale production, with expected shipments reaching 62,500 units [4] - The humanoid robotics industry chain is experiencing significant development opportunities, with companies accelerating core technology breakthroughs and product innovations to support large-scale industry implementation [4] Group 5 - Companies like Guangzhou Haozhi Electromechanical and Jilun Intelligent are actively developing core components for humanoid robots, with orders already being placed for products such as harmonic reducers and planetary reducers [5] - Midea Group has introduced the "MIROU," a six-armed wheeled humanoid robot, showcasing innovation in the industry [5] - Industry experts emphasize the need for humanoid robotics companies to focus on technological innovation, particularly in core hardware and software, to overcome technical bottlenecks and drive product iterations [5]

欧吉索机床（广东）有限公司与昆山市模具工业协会将建立长期合作机制，塑造"昆山模具+欧吉索技 术" 品牌，合作研究超精密加工技术，研究开发超精密制能模具。欧吉索机床将建设昆山销售与服务中 心，立足昆山，面向中国经济最发达的华东地区，提供高端装备的升级和技术提升的服务。 责任编辑：张恒星 近日，十五五开局之年•模具产业绿色智能发展峰会暨昆山市模具工业协会六届四次会员大会在昆山召 开，巨轮智能（002031.SZ）旗下欧吉索机床（广东）有限公司作为战略合作伙伴应邀出席，并与昆山 市模具工业协会达成战略合作意向，顺利完成签约。 会上，欧吉索机床（广东）有限公司副总经理陈诚先生分享欧吉索机床在汽车模具和航空航天领域标杆 案例，为模具制造提供特殊解决方案，并提出着力于开发汽车、电子、医疗、能源、钣金、航空航天等 行业智能技术深度应用的愿景。 近日，十五五开局之年•模具产业绿色智能发展峰会暨昆山市模具工业协会六届四次会员大会在昆山召 开，巨轮智能（002031.SZ）旗下欧吉索机床（广东）有限公司作为战略合作伙伴应邀出席，并与昆山 市模具工业协会达成战略合作意向，顺利完成签约。 会上，欧吉索机床（广东）有限公司副总经理陈诚 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 一、本期业绩预计情况 1、业绩预告期间：2025年1月1日至2025年12月31日。 2、业绩预告情况：预计净利润为负值 （1）以区间数进行业绩预告的 本次业绩预告未经会计师事务所预审计。 三、业绩变动原因说明 公司预计2025年度归属于上市公司股东的净利润为负值，主要原因如下： 1、报告期内，受地缘政治等持续影响，公司部分境外参控股公司经营出现亏损，对公司本期业绩造成 不利影响。 2、部分境内子公司目前仍处于建设期，本期内产能未能有效释放，部分已竣工转固的厂房按规定计提 了折旧，对公司业绩也产生一定的不利影响。 3、本期计提的其他应收款及存货减值准备共约6,600万元，主要包括对其他应收款计提坏账准备约1,600 万元以及对存在减值迹象的存货计提跌价准备约5,000万元。 单位：万元 ■ 二、与会计师事务所沟通情况 公司已就业绩预告有关重大事项与会计师事务所进行预沟通，公司与会计师事务所在本次业绩预告方面 不存在重大分歧。 董 事 会 二○二六年一月三十一日 四 ...

格隆汇1月31日丨巨轮智能(002031.SZ)发布2025年度业绩预告，报告期内，归属于上市公司股东的净利 润为亏损1.3亿元—1.95亿元，上年同期亏损2.09亿元；扣除非经常性损益后的净利润为亏损1.45亿元— 2.1亿元，上年同期亏损2.13亿元。报告期内，受地缘政治等持续影响，公司部分境外参控股公司经营出 现亏损，对公司本期业绩造成不利影响。 ...

（记者 曾健辉） 每经头条（nbdtoutiao）——中国无人驾驶"军团"，"武装"阿布扎比 每经AI快讯，巨轮智能1月30日晚间发布业绩预告，预计2025年归属于上市公司股东的净利润-19500万 元至-13000万元，上年同期归属于上市公司股东的净利润-20856.6万元。业绩变动主要原因是，报告期 内，受地缘政治等持续影响，公司部分境外参控股公司经营出现亏损，对公司本期业绩造成不利影响。 部分境内子公司目前仍处于建设期，本期内产能未能有效释放，部分已竣工转固的厂房按规定计提了折 旧，对公司业绩也产生一定的不利影响。本期计提的其他应收款及存货减值准备共约6600万元，主要包 括对其他应收款计提坏账准备约1600万元以及对存在减值迹象的存货计提跌价准备约5000万元。 ...

证券代码：002031 证券简称：巨轮智能 公告编号：2026-002 巨轮智能装备股份有限公司 2025 年度业绩预告 三、业绩变动原因说明 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重 大遗漏。 一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日。 2、业绩预告情况：预计净利润为负值 （1）以区间数进行业绩预告的 单位：万元 | 项 | 目 | 本报告期 | | | | 上年同期 | | --- | --- | --- | --- | --- | --- | --- | | 归属于上市公司股 | | | -19,500 | ～ | -13,000 | -20,856.6 | | 东的净利润 | | | | | | | | 扣除非经常性损益 | | | -21,000 | ～ | -14,500 | -21,345.49 | | 后的净利润 | | | | | | | | 基本每股收益（元/ | | | -0.0887 | ～ | -0.0591 | -0.0948 | | 股） | | | | | | | 二、 ...

Core Viewpoint - The company, 巨轮智能, anticipates a negative net profit for the fiscal year 2025, projecting a loss between 195 million to 130 million yuan [1] Financial Projections - Expected net profit for 2025 is projected to be between -195 million to -130 million yuan [1] - The net profit after deducting non-recurring gains and losses is expected to be between -210 million to -145 million yuan [1] Operational Challenges - The company has faced operational losses in some of its overseas subsidiaries due to ongoing geopolitical influences, adversely affecting its current performance [1]

Core Viewpoint - The company is actively exploring and innovating the structure of robotic reducers to expand its product range and enhance product performance [2] Group 1: Product Development - The company is enhancing the maturity of its processes, scalability of products, and delivery capabilities to attract more high-quality customers [2] - The company is increasing its research and development efforts in the field of humanoid robots to meet emerging industry demands [2] Group 2: Product Specifications - The latest developed XT reducers are suitable for humanoid robots, meeting lightweight requirements while improving rigidity, precision, and lifespan [2] - Multiple models of the company's RV reducers have been batch tested and purchased by customers, receiving positive feedback [2] Group 3: Future Plans - The company plans to further refine and lightweight its XT reducers, actively seeking application scenarios for its products [2]

Market Performance - The specialized equipment sector increased by 1.19% on January 12, with Tianqiao Crane leading the gains [1] - The Shanghai Composite Index closed at 4165.29, up 1.09%, while the Shenzhen Component Index closed at 14366.91, up 1.75% [1] Top Gainers in Specialized Equipment Sector - Daqiao Qiche (002523) closed at 4.92, up 10.07% with a trading volume of 641,900 shares and a transaction value of 310 million [1] - Hetai Machinery (001225) closed at 80.95, up 10.00% with a trading volume of 13,600 shares and a transaction value of 106 million [1] - Zhanzhan Technology (603488) closed at 10.67, up 10.00% with a trading volume of 487,700 shares and a transaction value of 488 million [1] - Aerospace Engineering (603698) closed at 48.40, up 10.00% with a trading volume of 570,200 shares and a transaction value of 2.7 billion [1] - China First Heavy Industries (601106) closed at 5.95, up 9.98% with a trading volume of 3,820,800 shares and a transaction value of 2.238 billion [1] Top Losers in Specialized Equipment Sector - Kuaiji Elevator (002774) closed at 14.19, down 5.08% with a trading volume of 737,000 shares and a transaction value of 1.021 billion [2] - Nanmin Group (001360) closed at 22.25, down 4.83% with a trading volume of 122,800 shares and a transaction value of 278 million [2] - ST Hekang (002816) closed at 21.60, down 4.55% with a trading volume of 68,900 shares and a transaction value of 150 million [2] Capital Flow Analysis - The specialized equipment sector experienced a net outflow of 2.735 billion from institutional investors, while retail investors saw a net inflow of 2.673 billion [2] - The sector's main stocks showed varied capital flows, with Aerospace Engineering (603698) having a net inflow of 3.24 billion from institutional investors [3] - Tianqiao Crane (002523) had a net inflow of 1.07 billion from institutional investors, but a net outflow of 523 million from retail investors [3]

Group 1 - The core viewpoint of the news is that Jiu Lun Intelligent experienced a stock price increase of 5.11%, reaching 8.64 CNY per share, with a trading volume of 1.731 billion CNY and a turnover rate of 10.54%, resulting in a total market capitalization of 19.003 billion CNY [1] - Jiu Lun Intelligent Equipment Co., Ltd. is located in Guangdong Province and was established on December 30, 2001, with its listing date on August 16, 2004. The company's main business involves the manufacturing and sales of automotive tire molds and related equipment [1] - The revenue composition of Jiu Lun Intelligent is as follows: 40.76% from robotics and intelligent equipment, 34.45% from tire molds, 20.85% from hydraulic vulcanizers, and 3.79% from other sources, with precision machine tools contributing 0.15% [1] Group 2 - From the perspective of the top ten circulating shareholders, a fund under China Merchants Fund ranks among the top shareholders of Jiu Lun Intelligent. The China Merchants CSI Robotics ETF (560770) entered the top ten shareholders in the third quarter, holding 4.0162 million shares, which accounts for 0.21% of the circulating shares [2] - The estimated floating profit for the China Merchants CSI Robotics ETF today is approximately 1.6868 million CNY [2] Group 3 - The China Merchants CSI Robotics ETF (560770) has a current asset scale of 32.689 billion CNY [3] - The fund manager of the China Merchants CSI Robotics ETF is Xu Rongman, who has been in the position for 4 years and 295 days, with the best fund return during the tenure being 114.2% and the worst being -62.15% [4]