龙虎榜机构热股 | 上榜热股 | | 实时涨跌幅 ◆ 买/卖家数 ◆ 机构净买额 ◆ | | | --- | --- | --- | --- | | 宏景科技 301396.SZ | +3.78% | 4/5 | +7392.34万 | | 金麒麟 | | | | | 603586.55 | +10.03% | 2/0 | +5224.08万 | | 3日 | | | | | 南方精工 | +9.99% | 2/0 | +4939.94万 | | 002553.SZ | | | | 南方精工 龙虎榜显示，今日2家机构净买入5224万。 龙虎榜知名游资 一、外骨骼机器人 控股子公司海普曼机器人致力于外骨骼机器人的产品研发。 振江股份 个股龙虎榜 今天机构龙虎榜上榜30只个股，净买入15只，净卖出17只。当日机构买入最多的个股前三位是：宏景科 技（1.35亿）、金麒麟（4453万）、南方精工（3305万）。 探路者 个股龙虎榜 公司联合研发下肢外骨骼采用基于人因功效学的仿生结构设计，集成多模态传感器系统和智能化运动控 制算法，最终实现人机交互智能识别。 催化上，据智元研究院微信公众号消息，5月1日智元研究院将正式 ...

全国政务V影响力大会由微博公司主办，已连续举办11届，是政务新媒体领域影响力最大的年度活动。本届大会选址山东，旨在回顾2024年政务新媒体的发 展成果与创新实践，深入探索"AI+融媒体传播"，助力智慧政务与服务型社会建设。 参加本次展会的输电线路除冰机器人采用大载重无人机吊装机器人，5分钟即能实现上下线。通过敲击、冲击、碾压的方式，最大除冰厚度60毫米，500米长 的覆冰输电线路10分钟就能清除完毕。 器模 0 t of the 下一篇 三 零期 文章 ttps:// 1 N c Tre p er 18 IIII - [8 4 近年来，国网山东电力牢牢把握"创新是第一动力"，优化创新体制机制，强化创新资源要素配置，持续推动创新链与产业链深度融合，整体创新能力显著提 升，"全员、全域、全速"创新蔚然成风。在核心技术攻关、重大成果培育等方面取得了丰硕成果，培育了以国网智能科技股份有限公司为代表的战新产业， 该公司成功入选国家级制造业单项冠军企业，获评国务院国资委"专业领军企业"建设A+等级、"科改企业"标杆单位。 齐鲁晚报·齐鲁壹点记者 王瑞超 实习生 杨雨凡 国网智能科技股份有限公司主要从事机器人、无人机相关人 ...

对于公司产能与订单适配情况的提问，公司方面指出：2024年，公司产能有限。随着募投项目陆续投产，2025年一季度，公司营业收入同比增长69%。 2024年，新铝时代营业收入再上台阶达到19.06亿元，同比增长 6.95%；其核心产品电池盒箱体销售格外亮眼，成为拉动营收增长的核心驱动力。 公司表示，将通过持续工艺优化、产品升级确保公司在市场竞争中的优势，并积极开拓更多的优质的客户，以确保公司的持续发展。（全景网） 在本次活动上，关于公司如何提升对下游客户议价水平的提问，公司方面表示：电池盒箱体产品属于"一车一配"的非标准、定制化产品，公司向客户销售产 品的价格均通过竞争性磋商或招投标确定，交易价格为市场化结果。公司将持续加大研发投入，不断推出新产品，以保证利润水平。 了解更多新铝时代2024年度网上业绩说明会详情，请点击：https://rs.p5w.net/html/145875.shtml 4月29日，新铝时代（301613）2024年度网上业绩说明会在全景路演成功举办。 据介绍，公司当前第一大客户为比亚迪，除此之外，公司还与吉利汽车建立了长期稳定的合作关系。2024年，公司开拓了宁德时代、中创新航、宇通等 ...

2024年，恒工精密（301261.SZ）持续以技术及市场为导向，聚焦核心产品和核心领域，推动高端装备 零部件相关技术突破和推广应用。公司管理层在董事会指导下继续提升精密连续铸铁在空压、液压应用 的深度，并持续发力新业务方向，机器人核心部件业务呈现初步增长态势。 24年营收同比增长16.91%至10.33亿元 拟10派2.5元 恒工精密主要专注于精密机加工件及连续铸铁件的研发、生产和销售，是少数掌握了连续铸铁核心技术 并能够为装备核心部件制造提供一站式服务的高新技术企业。中国铸造协会显示，恒工精密水平连续球 墨铸铁件产品市场占有率：国内市场占有率63%，排名第一；全球市场占有率19%，排名第二（市场占 有率按产品销售数量计算）。 财报显示，恒工精密24年全年实现营业收入10.33亿元，同比增长16.91%。在复杂多变的宏观经济环境 下，公司通过精准的市场布局和技术创新，实现了营收规模的稳步扩张，展现出良好的增长态势。 值得注意的是，公司第四季度营收环比增长21.90%至2.86亿元，显示出市场需求的持续回暖。营收的稳 定增长主要得益于其在空压和液压领域核心产品的持续发力，以及机器人核心部件业务的初步拓展。 需 ...

骨科手术机器人作为精准医疗的重要代表，正逐步改变传统骨科手术的格局。然而，在骨科手术机器人 领域，长期以来被国外品牌占据主导地位，国内医疗机构在采购和使用上往往受到诸多限制。面对这一 困境，国内骨科手术机器人企业纷纷展开国产化突围，旨在打破技术壁垒，实现自主可控。 长木谷的AIJOINT®人工智能骨科手术模拟系统和ROPA®骨科智能手术机器人为骨科数智化提供了全面 的解决方案。AIJOINT®通过深度学习算法，可在10分钟内完成患者CT影像的三维重建与假体精准匹 配，可显著提高术前模拟与实际应用的假体匹配率，让医生术前就进行了三维手术模拟，全面了解每个 患者的个体化情况。ROPA®机器人通过"数智脑、数智眼、数智手"三位一体的技术架构，实现术中亚 毫米级定位，让手术更加精准，提高手术效果，减少术中出血，降低并发症发生率。在骨科数智化领 域，国产技术打破了进口品牌的垄断局面，推动中国技术从"跟跑"到"领跑"。 "中国患者的复杂病情，覆盖不同地域、不同病程阶段的差异化病例数据，配合海量临床实践场景，恰 恰成为人工智能深度学习的独特优势，中国制造人工智能手术机器人创新的高端医疗装备一定能引领全 球。"刘星宇博士表示 ...

Core Viewpoint - The A-share market experienced mixed performance with the Shanghai Composite Index declining by 0.23%, while the Shenzhen Component and ChiNext Index increased by 0.51% and 0.83% respectively [1] Industry Summary - The robotics sector saw significant gains, with multiple stocks such as Southern Precision and Xiangxin Technology hitting the daily limit [1] - The computing power leasing concept also strengthened, with companies like Changshan Beiming and Hongbo Shares reaching their daily limit [1] - The consumer electronics sector was active, with stocks like Deep Konka A and Yingtong Communications also hitting the daily limit [1] - Bank stocks faced adjustments, with Huaxia Bank dropping over 8% [1] - Other sectors that performed well included reducers, Zhipu AI, and chips, while hotel and catering, tourism, steel, and electricity sectors experienced declines [1] - Overall, the market saw more gainers than losers, with over 3,400 stocks rising and a total trading volume exceeding 1 trillion yuan [1]

Group 1 - The China Securities Robot Index (H30590) showed active performance on April 30, with an intraday increase of up to 3.42%, indicating strong market interest in the robotics industry [1] - The Robot ETF Fund (562360) also performed well, with an intraday increase of 3.43%, reflecting heightened attention towards the robotics sector [1] - Various companies showcased their AI and robotics products at exhibitions, including Yushu Technology's guide robot and Hengzhi Future's quadruped robot "Xiaotian SPARKY," which has completed financing [1] Group 2 - The mechanical equipment industry is accelerating its transformation towards intelligence, greenness, and high-end manufacturing, supported by favorable policies, leading to new development opportunities [2] - The industry fundamentals are improving, with steady market demand growth and technological innovation driving industrial upgrades [2] - Structural investment opportunities exist within the mechanical equipment sector, with a recovery in domestic demand boosting cyclical sectors like construction machinery and CNC machine tools [2]

Group 1 - Morgan Stanley's report predicts that by 2050, there will be 1 billion humanoid robots in use globally, generating annual revenue of $5 trillion [1] - Bank of America forecasts that global humanoid robot shipments could reach 18,000 units this year, with significant growth expected over the next decade due to aging populations, labor shortages, AI advancements, and product design improvements [1] - Daiwa's report indicates that 2025 is likely to be a pivotal year for the release and application expansion of humanoid robots, with key component production rates and cost reductions exceeding expectations [1] Group 2 - TrendForce estimates that the global humanoid robot market value could exceed $2 billion by 2027, with a compound annual growth rate of 154% from 2024 to 2027, driven by service robots benefiting from generative AI technology [2] - The cost structure of humanoid robots shows that planetary roller screws account for the highest component cost at 22%, followed by composite materials at 9%, 6D torque sensors at 8%, and hollow cup motors at 6%, indicating significant technological barriers in the component field [2] - According to招商证券, 2025 is expected to be the year of mass production for humanoid robots, with a positive outlook on the industry's overall trend [2] Group 3 - Related Hong Kong stocks in the humanoid robot industry include UBTECH (09880), Midea Group (00300), and Yujian (02436) [3] - Key component suppliers include Jinli Permanent Magnet (06680), Delta Electronics (00179), Innolux (02577), Minth Group (00425), and SUTENG (02498) [3]

Group 1 - The E Fund Robotics ETF (159530) increased by over 3%, with a trading volume of 95.7422 million yuan, representing a 49.52% increase compared to the same time yesterday [1] - The net inflow of financing over the past three days was 8.0489 million yuan, with a 40.76% increase in the monthly quota, adding 233 million shares [1] - The commercialization of humanoid robots is accelerating, with a focus on capturing a trillion-yuan market [1]

Core Insights - The global humanoid robot shipment is expected to reach 18,000 units this year, with strong growth projected over the next decade [1] - Demand for humanoid robots is anticipated to increase due to factors such as aging population, labor shortages, advancements in AI technology, and improvements in product design [1] - Annual shipments of humanoid robots could reach 1 million units by 2030 and 10 million units by 2035 [1]