证券之星消息，1月12日自动化设备板块较上一交易日上涨2.54%，星辰科技领涨。当日上证指数报收于 4165.29，上涨1.09%。深证成指报收于14366.91，上涨1.75%。自动化设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 920885 | 星辰科技 | 29.88 | 12.93% | 23.50万 | | 6.78亿 | | 920396 | 常辅股份 | 42.55 | 10.63% | 12.99万 | | 5.30亿 | | 688889 | 圆田换 | 61.29 | 10.61% | 22.57万 | | 13.38亿 | | 603015 | 弘讯科技 | 18.82 | 9.99% | 81.95万 | | 14.48亿 | | 300278 | 华昌达 | 6.75 | 9.22% | 105.84万 | | 6.91亿 | | 688777 | 中控技术 | 57.57 | 7.33% | 54.93万 | | 31.32 ...

Core Insights - The article highlights the transformation of Dongguan from a "world factory" to a "city of manufacturing aesthetics," showcasing the integration of design and manufacturing to enhance product value and quality [2][5][9] Group 1: Event Overview - The program "Aesthetic Journey of Dongguan Manufacturing" was broadcasted across various media platforms, featuring brands like OPPO, vivo, and Marco Polo, emphasizing the aesthetic value of Dongguan manufacturing [2] - Well-known host Sa Beining served as the "chief curator," engaging in challenges that explored the city's evolution in manufacturing aesthetics over a 120-minute live stream [2][3] Group 2: Design and Innovation - The event included discussions on "the beauty of design" and "the beauty of concepts," with examples such as Marco Polo tiles reflecting local culture and OPPO's innovative phone designs [3][5] - Dongguan's industrial ecosystem supports over 60,000 products across 34 categories, with a significant focus on precision manufacturing and smart robotics [5][8] Group 3: Strategic Goals - The city aims to implement a strategy centered on "intelligent and creative products" and "harmonious living," which reflects a commitment to merging industrial aesthetics with humanistic values [8] - The local government has outlined nine major actions to kickstart the "14th Five-Year Plan," focusing on enhancing both product design and cultural narratives [8] Group 4: Market Positioning - Dongguan is recognized as a major hub for various products, including one-quarter of the world's animation derivatives and 85% of China's trendy toys, indicating its significant role in the global market [8] - The narrative emphasizes that the evolution of manufacturing in Dongguan is not just about functionality but also about creating emotional connections and stories through products [8][9]

Core Viewpoint - The company TuoSiDa (300607.SZ) has received regulatory warnings from the Guangdong Securities Regulatory Bureau and the Shenzhen Stock Exchange regarding issues related to revenue recognition, cost accounting, accounts receivable impairment provisions, and other compliance matters, which may impact its upcoming Hong Kong listing and investor confidence [2][4][9]. Group 1: Regulatory Warnings and Compliance Issues - TuoSiDa has been warned for inaccuracies in revenue recognition, cost accounting, accounts receivable impairment provisions, improper use of raised funds, and insider information management, violating relevant laws and regulations [2][4]. - In 2023, TuoSiDa prematurely recognized revenue of 7.9686 million yuan, leading to an overstatement of income and profit for that year, which will result in lower recognition in 2024 [3]. - The company failed to adequately account for impairment provisions for accounts receivable, resulting in an under-provision of 1.1301 million yuan in 2024 [3]. Group 2: Impact on Investor Confidence - The regulatory warnings may undermine investor confidence, affecting the company's valuation and subscription situation for its upcoming IPO [5][9]. - The company's history of regulatory issues, including a previous warning to its chairman for short-term trading, raises concerns about its governance and compliance culture [6][8]. Group 3: Corporate Governance Deficiencies - The repeated regulatory scrutiny indicates long-standing internal management issues, including inadequate financial processing and compliance oversight [6]. - The concentration of power in the hands of the chairman, who also serves as the CEO, may lead to governance issues and a lack of internal checks [6][7]. Group 4: Potential for Investor Claims - Investors may initiate claims against TuoSiDa for information disclosure violations, particularly if they can demonstrate a direct causal relationship between the company's actions and their financial losses [10][11]. - The regulatory warnings serve as preliminary evidence for potential claims, but formal recognition of violations by regulatory authorities is necessary for successful litigation [11].

2025年，"具身智能"首次被写入政府工作报告，更被纳入"十五五"规划，成为未来经济重要增长点，标 志着该产业正式迈入落地元年。产业竞争的焦点已悄然转向实打实的商业化落地能力，其中，A股上市 公司拓斯达（300607.SZ）首款轮式人形机器人"小拓"被誉为"全球首台在注塑场景应用的智能人形机器 人"，能够自主完成无人机桨叶的分拣、检测和摆盘作业。选择从注塑行业这一典型工业场景切入，打 造"会干活、懂工艺"的人形机器人，是拓斯达将工业现场痛点作为思考具身智能落地起点的有效证明。 这条路径面向更长远未来，将端到端的大模型与人形机器人结合，应用于效率相对较低但泛化能要求较 高的场景。 2025年9月，拓斯达发布了"拓星纪"系列轮式人形机器人—小拓。这款被誉为"全球首台在注塑场景应用 的智能人形机器人"标志着拓斯达在具身智能第二条路径上的实质性进展。该机器人搭载了智谱AI大模 型，其具备通过思维链进行复杂任务推理的能力，在仓储或工厂环境中能够实现对复杂任务的自主推理 与决策。 事实上，拓斯达早前就已基于控制技术及软硬结合能力的多年储备，开展了通用机器人"感-算-控"一体 化高性能运动控制平台的相关研发工作，以加速推进 ...

Core Insights - The company, Tuosda Technology, was recognized as one of the "Top 10 Innovative Companies in Embodied Intelligence" at the WIM2025 Innovation Conference, highlighting its competitive edge in the humanoid robotics sector in China [1] - The conference focused on new growth driven by AI, attracting over 2,000 industry professionals to discuss innovation trends and development paths [1] Group 1: Company Overview - Tuosda has been operating for 18 years, aiming to enhance industrial manufacturing through embodied intelligence, industrial robots, CNC machine tools, and injection molding machines [2] - The company has developed a comprehensive product matrix in intelligent equipment, including its first wheeled humanoid robot, "Xiao Tuo," which serves as a benchmark for embodied intelligence applications in industrial settings [2] - Tuosda has reached over 200,000 customers and serves more than 15,000 clients, with approximately 30 direct sales offices in China and a global presence in nearly 60 countries [2] Group 2: Product Development - The "Xiao Tuo" robot features 21 degrees of freedom and can dynamically adjust its height between 1.2 meters and 1.8 meters, making it adaptable to various industrial tasks [3] - It has a maximum load capacity of 20 kg for its dual arms, with a single-arm load-to-weight ratio of 0.67, surpassing typical industrial robots [3] - The robot is equipped with advanced AI capabilities, including a VLA model with a processing power of up to 3352 TOPS, enabling complex task reasoning and decision-making [3] Group 3: Industry Applications - "Xiao Tuo" has been successfully applied in injection molding scenarios, becoming the first intelligent humanoid robot to do so globally, capable of performing tasks such as sorting, inspection, and assembly [4] - The robot's modular design allows it to cater to various industries and processes, with specific models for different operational needs, enhancing efficiency in complex workflows [4] - Tuosda aims to expand its humanoid robot applications into sectors like 3C electronics, new energy, automotive parts, and semiconductors, transitioning from single-point applications to large-scale implementations [4] Group 4: Ecosystem Collaboration - The company emphasizes defining robot products based on real industrial scenarios and is expanding its product matrix through collaboration with various industry partners and research institutions [5] - Tuosda has formed an "Embodied Robot Ecosystem Innovation Alliance" with partners to leverage collaborative innovation and translate cutting-edge research into practical customer solutions [5] - The company is focused on accelerating the deployment of humanoid robots across multiple sectors, including 3C, automotive, and healthcare, by utilizing its extensive customer base [5] Conclusion - With 18 years of experience in the industrial sector, Tuosda has established itself as a benchmark in the humanoid robotics field, leveraging its comprehensive technical capabilities and collaborative ecosystem to drive future growth [6] - The company is poised to lead the deep application of humanoid robots in industrial settings, expanding from single scenarios to broader commercial applications [6]

证券代码：300607 证券简称：拓斯达 公告编号：2026-002 广东拓斯达科技股份有限公司 《登记通知书》 特此公告。 1 广东拓斯达科技股份有限公司董事会 2026 年 1 月 7 日 2 一、关于注销子公司的情况 广东拓斯达科技股份有限公司（以下简称"公司"）于 2025 年 12 月 5 日召开第四届董事会第二十八次会议，审议通过了《关于拟 注销全资子公司的议案》，同意注销全资子公司智遨（上海）机器 人科技有限公司（以下简称"上海智遨"），并授权公司管理层依 法办理相关清算和注销事宜。具体内容详见公司于 2025 年 12 月 8 日在巨潮资讯网上发布的《关于拟注销全资子公司的公告》（公告 编号：2025-079）。 今日，公司收到上海市奉贤区市场监督管理局出具的《登记通 知书》，上海智遨已按照相关程序完成了注销登记手续。本次注销 全资子公司事项完成后，公司合并财务报表的范围将相应发生变化， 但不会对公司整体业务发展和盈利水平产生不利影响，亦不存在损 害公司及全体股东，特别是中小股东利益的情形，符合公司整体发 展战略及全体股东权益。 二、备查文件 关于全资子公司注销完成的公告 本公司及董事会全体成 ...

证券代码：300607 证券简称：拓斯达 公告编号：2026-001 广东拓斯达科技股份有限公司 关于为控股子公司提供担保进展的公告 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。 2 一、担保情况概述 广东拓斯达科技股份有限公司（以下简称"公司"）于 2025 年 2 月 20 日召开第四届董事会第二十一次会议、第四届监事会第十九次会 议，审议通过《关于 2025 年度公司向子公司预计担保额度的议案》。 并于 2025 年 3 月 18 日召开了 2025 年第二次临时股东大会审议通过上 述议案。同意公司 2025 年度为部分合并报表范围内各级全资子公司及 控股子公司（以下简称"子公司"）新增提供担保额度总计不超过人民 币 40,000 万元整（其中，为控股子公司东莞市埃弗米数控设备科技有 限公司新增提供担保额度为 15,000 万元），本次新增预计担保额度有 效期限自公司2025年第二次临时股东大会审议通过之日起12个月内有 效，上述担保额度在有效期限内可以循环使用，担保期限内任一时点的 担保余额不超过股东大会审议通过的担保额度。担保事项为银行综合授 信（ ...

Core Viewpoint - The stock price of Tuosda has experienced a decline of 2.79% since the beginning of the year, with a recent drop of 2.02% on January 7, 2025, indicating potential concerns among investors regarding the company's performance and market conditions [1][2]. Company Overview - Tuosda Technology Co., Ltd. is located in Dongguan, Guangdong Province, and was established on June 1, 2007. The company went public on February 9, 2017, and specializes in providing industrial automation solutions and related equipment to downstream manufacturing clients [2]. - The company's revenue composition includes: 31.50% from smart energy and environmental management systems, 29.39% from industrial robots and automation applications, 21.05% from injection molding machines and supporting equipment, 15.07% from CNC machine tools, and 3.00% from other sources [2]. Financial Performance - For the period from January to September 2025, Tuosda reported a revenue of 1.688 billion yuan, representing a year-on-year decrease of 24.49%. However, the net profit attributable to shareholders reached 49.3365 million yuan, showing a significant year-on-year increase of 446.75% [2]. - Since its A-share listing, Tuosda has distributed a total of 284 million yuan in dividends, with 48.1781 million yuan distributed over the past three years [3]. Shareholder Structure - As of September 30, 2025, Tuosda had 71,600 shareholders, a decrease of 17.93% from the previous period. The average number of circulating shares per shareholder increased by 21.85% to 4,638 shares [2]. - The top shareholders include the E Fund National Robot Industry ETF, which holds 10.8108 million shares, and the Huaxia CSI Robot ETF, holding 9.2021 million shares, both of which have increased their holdings compared to the previous period [3].

记者丨 程浩 于长洹 编辑丨蒋韵 2026年伊始，"世界工厂"东莞，已经呈现出一派火热的繁忙景象。元旦假期涌动的人流、生产 线上轰鸣的机器、实验室中奔忙的科技人员……一幅幅热火朝天的拼经济画卷正在铺展。 元旦假期刚过，东莞就召开了"新年第一会"。1月5日，中国共产党东莞市第十五届委员会第十 一次全体会议暨市委经济工作会议召开。 开局关乎全局，起步决定走势。2026年是"十五五"开局之年，会议指出，要实现战略目标，必 须在"十五五"开局之年打响第一炮、力争开门红。 当前，东莞正处于承前启后、转型跨越的关键时期，在"智创优品、和美宜居"的战略目标下， 东莞进一步提出实施"九大行动"的思路举措，力争在湾区引领、动力引领、科创引领、产业提 升、消费投资提振、环境提升、品质民生建设、全域文明建设和治理效能建设等九个方面取得 新突破。 "开局即冲刺" 刚刚过去的2025年，东莞交出了一份殊为不易的答卷。 过去一年来，东莞工业投资增30%， 其中高技术产业投资超800亿元；全市进出口总额创历史新高，空港中心进出口货值突破330亿 元；R&D投入占比达4.01%，位居全省第3…… 对于东莞而言，一个现实的问题，随着经济总量的 ...

Core Viewpoint - The stock price of TuoSiDa has experienced fluctuations, with a recent decline of 2.05% and a year-to-date drop of 1.28%, despite a 3.24% increase over the last five trading days [1][2]. Group 1: Stock Performance - As of January 6, TuoSiDa's stock price is reported at 32.52 CNY per share, with a market capitalization of 15.511 billion CNY [1]. - The stock has seen a 3.24% increase over the last five trading days and a 9.86% increase over the last 20 days, while it has decreased by 5.68% over the last 60 days [2]. Group 2: Financial Performance - For the period from January to September 2025, TuoSiDa achieved a revenue of 1.688 billion CNY, representing a year-on-year decrease of 24.49%, while the net profit attributable to shareholders was 49.3365 million CNY, showing a significant year-on-year increase of 446.75% [2]. Group 3: Shareholder Information - As of September 30, 2025, TuoSiDa had 71,600 shareholders, a decrease of 17.93% from the previous period, with an average of 4,638 circulating shares per shareholder, which is an increase of 21.85% [2]. - The company has distributed a total of 284 million CNY in dividends since its A-share listing, with 48.1781 million CNY distributed over the last three years [3]. Group 4: Institutional Holdings - As of September 30, 2025, the second-largest circulating shareholder is the E Fund National Robot Industry ETF, holding 10.8108 million shares, an increase of 9.0576 million shares from the previous period [3]. - Other notable institutional shareholders include the Huaxia CSI Robot ETF and the Hong Kong Central Clearing Limited, both of which have increased their holdings [3].