Group 1 - The global first large-scale robot gala "Robot Wonderful Night" was launched on February 8, 2026, co-hosted by Zhiyuan Robotics and Qingtian Rental, featuring a 999 yuan nationwide robot experience plan for users [1] - CITIC Securities indicates that the robot industry is at a critical point of transition from "technological vision" to "industrial reality," emphasizing the importance of computational power, algorithms, and precision manufacturing [1] - CITIC Securities predicts that 2026 will be the "year of mass production" for the industry, with policies focusing on refined governance models and capital markets innovating IPO systems to support asset securitization across the industry chain [1] Group 2 - As of February 9, 2026, the National Certificate Robot Industry Index (980022) rose by 1.17%, with component stocks such as Gokong Technology up by 9.70% and Lingyun Light up by 5.08% [1] - The National Certificate Robot Industry Index reflects the price changes of listed companies related to the robot industry in the Shanghai and Shenzhen stock exchanges, with the top ten weighted stocks accounting for 39.43% of the index as of January 30, 2026 [2]

【产品亮点】 机器人ETF(159770)深市规模最大的机器人主题ETF，成分股覆盖人形机器人、工业机器人、服务机器人等多个细分领域，帮助投资者一键布局机器人 上中下游产业链。 【相关产品】 机器人ETF(159770)，对应场外联接基金(A：014880；C：014881)。 截至2026年2月9日 10:13，机器人ETF(159770)成交9104.37万元。跟踪的中证机器人指数(H30590)强势上涨1.29%，成分股大族激光上涨5.54%，固高科 技上涨5.16%，快克智能上涨4.30%，瑞松科技，矩子科技等个股跟涨。 截至2月6日，机器人ETF(159770)近1周规模增长2.13亿元，近1周份额增长1.11亿份，实现显著增长。 资金流入方面，机器人ETF(159770)近5个交易日内有3日资金净流入，合计"吸金"2.01亿元。 【热点事件】 首届全球人形机器人格斗联赛启动发布会今日召开 2月9日，首届全球人形机器人自由格斗联赛（URKL）启动发布会正式召开，该赛事由众擎机器人发起，是全球首个全尺寸人形机器人格斗赛事。赛事 以硬核对抗为核心，聚焦检验人形机器人运动控制、智能决策、动态平衡等具身智能 ...

Core Insights - The article highlights the rapid development of the robotics industry in Guangdong, showcasing its transformation into a world-class industrial cluster, particularly in humanoid robots and automation solutions [1][2][6] Group 1: Industry Growth and Market Position - Guangdong holds approximately 63% of the global humanoid robot supply chain, with significant contributions from local manufacturers [1] - The region has over 160,000 robotics-related enterprises, leading the nation in this sector [1] - The speed of innovation in the Greater Bay Area is reportedly 30 times faster than Silicon Valley, with costs being only a fraction of those in the U.S. [2] Group 2: Technological Advancements and Ecosystem - Companies in Guangdong have achieved breakthroughs in core technologies and key components for robotics, enabling rapid prototyping and order fulfillment [2][4] - The unique mechanism of talent flow between academia and industry fosters innovation, allowing for effective commercialization of intellectual property [4] Group 3: Strategic Development Plans - Guangdong aims to develop "Artificial Intelligence + Robotics" into a high-tech, high-growth, and large-scale industrial cluster, targeting the creation of multiple trillion-yuan and hundred-billion-yuan industry clusters [7]

Core Viewpoint - Ningbo Haitian Precision Machinery Co., Ltd. (referred to as "Haitian Precision") has signed a strategic cooperation agreement with Zhejiang Huaye Plastic Machinery Co., Ltd. (referred to as "Huaye Machinery"), marking the establishment of a long-term and stable partnership aimed at resource sharing and complementary advantages [2] Group 1 - The strategic cooperation aims to integrate core resources of both companies to further expand cooperation areas and enhance collaboration levels [2] - Both companies are committed to principles of "equality, mutual benefit, honesty, and trust" to promote the implementation of the strategic cooperation and build a long-term, stable, and win-win partnership [2] - Future plans include deepening communication mechanisms to jointly respond to market changes and actively explore diversified cooperation models to tap into market potential [2]

证券代码：301510 证券简称：固高科技 固高科技股份有限公司 投资者关系活动记录表 | 时间 | 2026年1月14日 | | --- | --- | | 地点 | 深圳市南山区粤兴一道香港科技大学产学研大楼五楼 | | 上市公司接待人员姓名 | 董事会秘书李小虎先生 | | | 1、公司基本情况介绍，核心发展机遇如何？ | | | 公司整体业务归口在工控圈，公司绝大多数客户是工业用 | | | 机电一体化主机设备企业。公司为机电一体化设备提供运动控 | | | 制器、伺服驱动器等机电设备核心部件与系统。 | | | 在整个制造业发展历程中，改开后尤其是入世后，中国制 | | | 造业进入了高速发展壮大的阶段。目前国内制造业大体上已达 | | | 到40万亿以上规模。过往20年工业规模快速扩张提供给自动化 | | | 装备【工控自动化】行业一个高速发展的场景。 | | | 在制造业规模已壮大到一定阶段后，我们观察到制造业可 | | | 能进入了内部结构优化的阶段。实际上，欧洲、北美、日韩这 | | | 些工业强国也曾经历过从一般制造到先进制造的转化过程。大 | | | 陆地区也正在经历类似转化。近年来，国 ...

Group 1 - The core point of the article is that Gokong Technology (固高科技) clarified that it does not have a strategic partnership with the domestic private satellite manufacturer Weina Xingkong (微纳星空) and has not established a joint laboratory for high-precision motion control [2] Group 2 - An investor inquired about the alleged strategic cooperation and joint laboratory establishment on an investor interaction platform [2] - Gokong Technology responded on January 12, stating that the information regarding the partnership and laboratory is not accurate [2] - The company advised investors to exercise caution in their investment decisions [2]

固高科技(301510)1月12日在互动平台表示，据了解，公司不涉及与微纳星空建立战略合作关系并组建 实验室事项。 ...

Group 1 - The automation equipment sector increased by 2.46% on December 30, with Boke Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3965.12, unchanged, while the Shenzhen Component Index rose by 0.49% to 13604.07 [1] - Key stocks in the automation equipment sector showed significant price increases, with Boke Co., Ltd. rising by 20.00% to a closing price of 145.99 [1] Group 2 - The sector saw a net inflow of 738 million yuan from institutional investors, while retail investors experienced a net outflow of 709 million yuan [2] - Notable stocks with significant net inflows from institutional investors include Green Harmony with 116 million yuan and Robot with 115 million yuan [3] - Conversely, retail investors showed significant outflows from stocks like Robot and Sanfeng Intelligent, with outflows of 117 million yuan and 98 million yuan respectively [3]

证券代码：301510 股票简称：固高科技 公告编号：2025-063 股东光远自动化有限公司保证向本公司提供的信息内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 固高科技股份有限公司（以下简称"公司"）于 2025 年 9 月 8 日披露了《关 于持股 5%以上股东及特定股东减持股份的预披露公告》（公告编号：2025-048）。 光远自动化有限公司（以下简称"光远自动化"）计划自前述公告披露之日起 1 5 个交易日后 3 个月内以集中竞价交易和大宗交易方式合计减持公司股份不超过 4,400,000 股（占公司总股本比例 1.10%）。 公司于近日收到股东光远自动化出具的《关于减持计划实施完成的告知函》， 光远自动化通过集中竞价、大宗交易方式累计减持公司股份 4,398,989 股，持有 公司股份比例从 6.00%下降至 4.90%。光远本次股份减持计划已到期，减持数量 在减持计划范围内。现将相关情况公告如下： | 股东名称 | 减持方 式 | 减持期间 | 减持价格 区间 （元/股） | 减持均价 （元/股） | 减持股数 （ ...

Group 1 - The core transaction on December 26 involved 1 million shares of Shaanxi Huada, with a transaction value of 65.33 million yuan, reflecting a 2% discount compared to the closing price of 66.66 yuan on the same day [2][3] - The buyer was Guolian Minsheng Securities Co., Ltd., and the seller was Guotai Junan Securities Co., Ltd. [2][3] - The stock closed up by 0.95% on the day, with a trading volume of 1.378 billion yuan and a turnover rate of 21.09% [2][3] Group 2 - The latest margin financing balance for Shaanxi Huada is 367 million yuan, which has increased by 27.1 million yuan over the past five days, representing a growth of 7.97% [3] - Shaanxi Huada Technology Co., Ltd. was established on August 10, 2000, with a registered capital of 1.5123738 billion yuan [3]