机器人ETF汇添富(159213)标的指数成分股涨跌不一，大族激光涨超7%，绿的谐波、科大讯飞等涨超2%，拓普集团涨超1%，大华股份等微涨。 【机器人ETF汇添富(159213)标的指数前十大成分股】 | 序号 | 代码 | 名称 | 申万一级行业 | 涨跌幅 | 估算权重 | | --- | --- | --- | --- | --- | --- | | 1 | 002230 | 科大讯飞 | 计算机 | 2.21% | 10.64% | | 2 | 300124 | 汇川技术 | 机械设备 | 0.37% | 9.48% | | 3 | 601689 | 拓普集团 | 汽车 | 1.17% | 7.12% | | 4 | 688777 | 中控技术 | 机械设备 | -0.35% | 6.05% | | 5 | 002008 | 大族激光 | 机械设备 | 7.33% | 4.69% | | 6 | 002236 | 大华股份 | 计算机 | 0.64% | 4.25% | | 1 | 688169 | 石头科技 | 家用申器 | -1.91% | 3.59% | | 8 | 688017 | 绿的谐波 ...

今年以来大华股份已公布的国际专利申请6个，较去年同期增加了200%。结合公司2025年中报财务数 据，2025上半年公司在研发方面投入了19.84亿元，同比增4.37%。 数据来源：企查查 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 专利详情如下： 图片来源：世界知识产权组织（WIPO） 证券之星消息，根据企查查数据显示大华股份（002236）公布了一项国际专利申请，专利名 为"METHODS AND SYSTEMS FOR VIDEO ENCODING AND DECODING"，专利申请号为 PCT/CN2025/110272，国际公布日为2026年2月5日。 ...

（来源：淘金ETF） 1. 北方华创（002371） 作为国内半导体设备绝对龙头，北方华创的主营业务覆盖刻蚀机、薄膜沉积设备、清洗机等全品类核心 制程设备，是存储芯片制造的上游基石。在存储芯片涨价周期中，国内存储厂扩产与技术升级将直接带 动其设备订单增长。其在3D NAND、HBM等先进制程设备领域的突破，深度适配国产存储的技术迭代 需求，不仅为长江存储、长鑫科技等头部企业提供设备支撑，更在全球存储设备市场中建立起国产替代 的核心竞争力。随着存储芯片行业进入超级周期，原厂扩产与技术升级的需求将持续释放，北方华创凭 借全品类设备布局与技术积累，将充分受益于存储厂资本开支的增长，同时其在海外市场的拓展也将进 一步打开成长空间。 2. 华虹公司（688347） 国内特色工艺制造龙头，华虹公司具备成熟的存储芯片代工能力，聚焦NOR Flash、eMMC、SPI NAND 等存储品类，是国内少数能提供存储芯片代工服务的企业。在存储涨价潮下，其代工订单量价齐升，与 国内存储企业的深度绑定，使其充分承接国产替代的产能转移需求。随着AI与消费电子需求复苏，存 储芯片代工产能紧张格局将持续，华虹公司凭借成熟的工艺与稳定的产能交 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300588 | 熙菱信息 | 25.32 | -0.31% | 3.25万 | 8203.71万 | | 002970 | 锐明技术 | 61.16 | -0.16% | 6.72万 | 4.12 Z | | 301042 | 安联锐视 | 86.10 | 0.00% | 1.22万 | 1.05亿 | | 002912 | 中新赛克 | 30.99 | 0.13% | 2.85万 | 8815.59万 | | 002869 | 金溢科技 | 22.94 | 0.22% | 2.37万 | 5407.17万 | | 920976 | 视声智能 | 29.83 | 0.27% | 1.05万 | 3116.43万 | | 300368 | 汇金股份 | 12.94 | 0.31% | 14.95万 | 1.93亿 | | 000977 | 浪潮信息 | 61.12 | 0.38% | 35.58万 | 21.63亿 | | 003004 | *ST ...

证券代码：002236 证券简称：大华股份 公告编号：2026-010 浙江大华技术股份有限公司 关于回购公司股份的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 二、其他说明 截至本公告披露日，本次回购实施情况与回购股份方案不存在差异。公司后 续将严格按照《深圳证券交易所上市公司自律监管指引第 9 号—回购股份》等相 关规定，在回购期限内根据市场情况择机做出回购决策并予以实施，并根据回购 股份事项进展情况及时履行信息披露义务，敬请广大投资者注意投资风险。 特此公告。 浙江大华技术股份有限公司董事会 2026 年 2 月 3 日 浙江大华技术股份有限公司（以下简称"公司"）于 2025 年 4 月 8 日、202 5 年 4 月 21 日召开第八届董事会第十二次会议、2024 年度股东大会，审议通过 了《关于回购公司股份方案的议案》，同意公司使用自有资金以集中竞价交易的 方式回购公司部分股份，用于依法注销减少注册资本，回购资金总额不低于人民 币 3 亿元（含）且不超过人民币 5 亿元（含），回购价格不超过人民币 27.72 元 /股（含），因公司实施 ...

大华股份公告称，公司2025年4月通过回购股份议案，资金总额不低于3亿元且不超过5亿元，回购价不 超27.08元/股，实施期限12个月。截至2026年1月31日，公司以集中竞价方式回购股份16,361,300股，占 总股本0.50%，最高成交价19.81元/股，最低15.16元/股，成交总金额28,912.07万元，资金源于自有资 金。本次回购实施情况与方案无差异。 ...

Investment Rating - The investment rating for the computer industry is maintained as "Recommended" [8] Core Insights - The computer sector's fund holdings in Q4 2025 accounted for approximately 2.34% of total fund holdings, showing a slight decrease from previous quarters, indicating a historical low. The focus remains on leading companies in AI applications and computing power, with expectations for increased holdings as national industrial policies support the AI sector [4][21] - Recent developments in the industry include significant financing rounds and advancements in AI chip technology, highlighting the ongoing growth and innovation within the sector [22][23][25] Summary by Sections 1. Q4 2025 Holdings Analysis - The proportion of computer sector holdings in funds decreased slightly to 2.34%, down from 2.51% in Q3 2024 [11] - The number of computer companies in the top ten holdings decreased to 138 from 171 in the previous quarter, indicating a consolidation in holdings [14] - The top ten companies by fund holdings in Q4 2025 included iFlytek, Kingsoft Office, Hikvision, Inspur Information, and others, with notable changes in rankings compared to Q3 2025 [17] 2. Industry News - StepFun completed a B+ round financing exceeding 5 billion yuan, setting a record for single financing in the domestic large model sector [22] - Microsoft launched the second-generation AI chip Maia 200, which improves inference efficiency by 30% compared to its predecessor [23] - Alibaba's Pingtouge introduced the high-end AI chip "Zhenwu 810E," achieving full self-research in both hardware and software [25] 3. Company News - Inspur Information's chairman and vice president plan to reduce their holdings by a total of 30,000 shares, representing 0.002% of the total share capital [26] - Tianyang Technology's controlling shareholder plans to reduce holdings by up to 14.5 million shares, accounting for 3% of the total share capital [27] - Daily Interaction's controlling shareholder announced a plan to reduce holdings by up to 371,500 shares [29] 4. Market Review - During the week of January 26-30, the CSI 300 index rose by 0.08%, while the computer sector index fell by 4.47%. The top gainers included Wangsu Science and Technology and Youke Technology, while the biggest losers were Chuangzhong Technology and China Greatwall [30][37]

Core Viewpoint - The incident involving the monitoring cameras produced by Chinese company Dahua Technology at Salisbury Cathedral has sparked controversy, with anti-China forces demanding the removal of the equipment due to alleged human rights concerns related to Xinjiang [1][5]. Group 1: Incident Overview - Salisbury Cathedral, which houses one of the four original copies of the 1215 Magna Carta, has faced backlash for using surveillance cameras made by Dahua Technology, a Chinese firm [1][4]. - The World Uyghur Congress (WUC), an organization known for its anti-China stance, has sent letters to both Salisbury Cathedral and the Parthenon in Greece, urging the removal of Chinese-made surveillance equipment [1][5]. - The WUC has been labeled a separatist organization by the Chinese government and has been involved in various anti-China activities [1]. Group 2: Allegations and Responses - The WUC claims that Dahua's technology is implicated in "genocide or crimes against humanity" in Xinjiang, asserting that the surveillance systems play a role in monitoring and controlling the region [1][7]. - Ukrainian organizations have echoed these concerns, alleging that the cameras have systemic security vulnerabilities that were exploited by Russia during the conflict with Ukraine [6][7]. - Dahua Technology has firmly denied these allegations, stating that it has never developed products aimed at targeting specific ethnic or national groups and that its products meet international cybersecurity standards [7]. Group 3: Broader Context - Since 2022, the UK government has been urging departments to stop installing Chinese-made surveillance cameras in sensitive buildings, a trend that has been followed by other countries like Australia [7]. - The Chinese government has consistently opposed the broadening of national security concepts to unjustly suppress Chinese companies and has emphasized the importance of fair trade practices [7].

内容概况：在中国制造业向"智能制造"转型升级的历史性阶段，视觉检测系统正以前沿科技的姿态，重 塑传统工业生产的面貌。它突破了过往依赖人工目视检测与主观判断的模式局限，为产品流水线注入了 自动化、智能化的"感知中枢"。2024年，中国视觉检测系统行业市场规模约为32.64亿元，同比增长 9.71%。 相关上市企业：天准科技（688003）、大华股份（002236）、凌云光（688400）、奥普特（688686）、 海康威视（002415） 相关企业：舜宇光学科技（集团）有限公司、杭州海康机器人技术有限公司、上海韦尔半导体股份有限 公司、合肥埃科光电科技股份有限公司、深圳市汇川技术股份有限公司、百度在线网络技术（北京）有 限公司、深圳市腾讯计算机系统有限公司、大族激光科技产业集团股份有限公司、上海精测半导体技术 有限公司、深圳迈瑞生物医疗电子股份有限公司、深圳迈瑞生物医疗电子股份有限公司、长荣印刷设备 股份有限公司 关键词：视觉检测系统、视觉检测系统市场规模、视觉检测系统行业现状、视觉检测系统发展趋势 一、行业概述 视觉检测系统是一种基于计算机视觉技术的自动化检测方案，通过工业相机、光源、图像处理与算法模 块，对 ...

今年以来大华股份已公布的国际专利申请5个，较去年同期增加了150%。结合公司2025年中报财务数 据，2025上半年公司在研发方面投入了19.84亿元，同比增4.37%。 专利详情如下： 图片来源：世界知识产权组织（WIPO） 证券之星消息，根据企查查数据显示大华股份（002236）公布了一项国际专利申请，专利名 为"METHODS, SYSTEMS AND STORAGE MEDIUM FOR TRAFFIC CONDITION RECOGNITION"，专 利申请号为PCT/CN2025/098091，国际公布日为2026年1月29日。 数据来源：企查查 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...