全球新闻采集归档｜2026年7月29日14:00—20:00｜中国行业与公司公告篇
归档本轮中国上市公司与行业公告增量，涵盖订单、算力、机器人、汽车、材料、医疗器械、航运、业绩与控制权事项，并披露公告原文缺口。
窗口与完整性
统计窗口：北京时间 2026 年 7 月 29 日 14:00 至 20:00。上一期已经覆盖 14:00 前的事实，本篇只把本轮新增或状态更新列为主记录，较早事件放入转载/复扫账。
本篇为部分采集，不代表完整新闻集合。交易所和公司公告 PDF、部分政府动态页、海外监管原文、商品及航运原始数据仍有访问缺口；缺口逐条列在文末。本文只做新闻采集、核验、去重和归档，不做行情分析、板块影响判断或 ETF 推荐。
统计
| 字段 | 数值 |
|---|---|
raw_news_count | 25 |
deduplicated_event_count | 19 |
reprint_count | 4 |
excluded_count | 2 |
source_count | 9 |
official_source_count | 0 |
source_failures | 3 |
恒等式：
25 = 19 + 4 + 2。主记录
CN-IND-001｜永鼎股份子公司鼎芯光电签订约 11.33 亿元大功率激光器芯片订单
控股子公司收到 A、B 客户大功率激光器芯片采购订单，含税合计约 11.33 亿元，履行期限至 2027 年 12 月和 2028 年 1 月。
关键数字：5.42 亿元、0.87 亿美元、约 11.33 亿元。
来源：同花顺/财闻。
核验状态：
secondary_announcement_relay；一手尝试：http://news.10jqka.com.cn/20260729/c678526710.shtml。CN-IND-002｜亿田智能子公司签署 11.06 亿元算力资源服务合同
甘肃亿算与客户 Y 公司签署算力资源服务合同，含税金额 11.06 亿元，按月结算，服务期 60 个月。
关键数字：11.06 亿元、60 个月。
来源：东方财富。
核验状态：
secondary_announcement_relay；一手尝试：https://finance.eastmoney.com/a/202607293825251253.html。CN-IND-003｜豪能股份拟 10 亿元建设机器人关节减速器生产基地
公司拟与泸州市江阳区政府签署合作协议，计划投资 10 亿元，建成年产 500 万件机器人关节减速器产能。
关键数字：10 亿元、500 万件/年。
来源：东方财富。
核验状态：
secondary_announcement_relay；一手尝试：https://finance.eastmoney.com/a/202607293825251253.html。CN-IND-004｜比亚迪披露人形机器人计划与闪充车型订单情况
比亚迪披露人形机器人产品计划于 8 月正式亮相，并称闪充技术及相关车型发布以来订单饱满，正提升产能。
原文短引：「公司闪充技术及一众车型发布以来，订单饱满，公司正加紧提升产能」。
来源：金融界/东方财富。
核验状态：
secondary_interactive_platform；一手尝试：https://finance.eastmoney.com/a/202607293825251253.html。CN-IND-005｜天智航拟发行股份购买上海骨科 62%股权
公司拟购买上海微创骨科医疗科技有限公司 62%股权并募集配套资金，标的涉及膝、髋关节植入物研发生产销售。
关键数字：62%。
来源：东方财富/财联社。
核验状态：
secondary_announcement_relay；一手尝试：https://finance.eastmoney.com/a/202607293825251253.html。CN-IND-006｜中远海发委托建造 15 艘 21 万吨级散货船
间接全资子公司委托建造 10 艘和 5 艘 21 万吨级散货船，15 艘总金额 79.2 亿元（不含税）。
关键数字：15 艘、21 万吨级、79.2 亿元。
来源：东方财富。
核验状态：
secondary_announcement_relay；一手尝试：https://finance.eastmoney.com/a/202607293825251253.html。CN-IND-007｜美的空调欧洲订单一月内新增 20 万台
受欧洲高温影响，美的芜湖、广州双基地一月内新增欧洲订单 20 万台，PortaSplit 移动分体空调自 6 月新增接单超 16 万台。
关键数字：20 万台、16 万台、法国 3 万台。
原文短引：「受欧洲持续极端高温影响，当地空调需求爆发」。
来源：东方财富。
核验状态：
secondary_interactive_platform；一手尝试：https://finance.eastmoney.com/a/202607293825251253.html。CN-IND-008｜西部矿业上半年净利润 41.69 亿元，同比增长 123%
公司上半年营收 394.43 亿元，同比增长 25%；归母净利润 41.69 亿元，同比增长 123%。
关键数字：394.43 亿元、25%、41.69 亿元、123%。
来源：东方财富。
核验状态：
secondary_announcement_relay；一手尝试：https://finance.eastmoney.com/a/202607293825251253.html。CN-IND-009｜盛屯矿业上半年净利润 18.04 亿元，同比增长 71.37%
公司上半年营收 192.64 亿元，同比增长 39.56%；归母净利润 18.04 亿元，同比增长 71.37%。
关键数字：192.64 亿元、39.56%、18.04 亿元、71.37%。
来源：东方财富。
核验状态：
secondary_announcement_relay；一手尝试：https://finance.eastmoney.com/a/202607293825251253.html。CN-IND-010｜恒兴新材拟合计 6 亿元建设两个高端新材料项目
两家子公司分别投资 3 亿元建设天然有机酯醛酸衍生物项目和特种精细化工新材料项目。
关键数字：6 亿元、3 亿元+3 亿元。
来源：东方财富。
核验状态：
secondary_announcement_relay；一手尝试：https://finance.eastmoney.com/a/202607293825251253.html。CN-IND-011｜天和磁材设立广东子公司布局机器人、低空经济与 3C 磁材
公司与深圳联拓智能设立广东天和，注册资本 1200 万元，公司持股 90%，经营方向含人形机器人、低空经济和 3C 消费电子磁材。
关键数字：1200 万元、90%。
来源：东方财富。
核验状态：
secondary_announcement_relay；一手尝试：https://finance.eastmoney.com/a/202607293825251253.html。CN-IND-012｜广宇集团明确聚焦银发康养并逐步退出地产
公司在投资者调研中明确「全面聚焦银发康养、逐步退出地产」的战略方向。
来源：证券日报/同花顺。
核验状态：
secondary_interactive_platform；一手尝试：http://news.10jqka.com.cn/20260729/c678522155.shtml。CN-IND-013｜恒尚节能上半年新签项目 13.22 亿元，同比增长 410.42%
上半年累计新签项目 31 个、金额 13.22 亿元，其中二季度新签 10 个项目、金额 7.84 亿元。
关键数字：31 个、13.22 亿元、410.42%、7.84 亿元。
来源：东方财富。
核验状态：
secondary_announcement_relay；一手尝试：https://finance.eastmoney.com/a/202607293825251253.html。CN-IND-014｜爱美客取得医用交联凝胶医疗器械注册证
公司取得国家药监局医疗器械注册证，产品为医用交联透明质酸钠-羟丙基甲基纤维素凝胶，注册证有效期至 2031 年 7 月 27 日。
关键数字：2026-07-28 至 2031-07-27。
来源：雪球转述。
核验状态：
secondary_primary_unretrieved；一手尝试：https://www.nmpa.gov.cn/。CN-IND-015｜中国西电固态变压器应用于贵安数据中心项目
公司披露 10kV/2.42MVA/800V 固态变压器已应用于贵安东数西算数据中心项目，相关业务收入占比仍较低。
关键数字：10kV/2.42MVA/800V、10kV/2MVA/750V。
来源：东方财富。
核验状态：
secondary_interactive_platform；一手尝试：https://finance.eastmoney.com/a/202607293825251253.html。CN-IND-016｜先导智能折叠屏芯片级高分子 3D 打印设备已批量交付
公司披露相关设备已批量交付并进入量产验证，正与多家终端品牌推进折叠屏项目技术对接。
来源：东方财富。
核验状态：
secondary_interactive_platform；一手尝试：https://finance.eastmoney.com/a/202607293825251253.html。CN-IND-017｜中科环保上半年营收 11.54 亿元，净利润 2.28 亿元
公司上半年营收 11.54 亿元，同比增长 36.05%；归母净利润 2.28 亿元，同比增长 16.03%。
关键数字：11.54 亿元、36.05%、2.28 亿元、16.03%。
来源：东方财富。
核验状态：
secondary_announcement_relay；一手尝试：https://finance.eastmoney.com/a/202607293825251253.html。CN-IND-018｜宏发股份上半年营收 110.22 亿元，净利润 11.56 亿元
公司上半年营收 110.22 亿元，同比增长 32.05%；归母净利润 11.56 亿元，同比增长 19.89%。
关键数字：110.22 亿元、32.05%、11.56 亿元、19.89%。
来源：东方财富。
核验状态：
secondary_announcement_relay；一手尝试：https://finance.eastmoney.com/a/202607293825251253.html。CN-IND-019｜普联软件、贝肯能源、欣天科技继续停牌，亿利达控制权变更获反垄断审查通过
多家公司披露控制权变更筹划或进展：普联软件、贝肯能源、欣天科技继续停牌，亿利达股权转让获反垄断审查通过。
关键数字：3 个交易日、37.11%。
来源：新浪财经/东方财富。
核验状态：
secondary_announcement_relay；一手尝试：https://finance.eastmoney.com/a/202607293825251253.html。reprint_records
CN-IND-R01：SK 海力士扩充 HBM4 产能并披露季度业绩；来源：金融界/光大证券微资讯；发布时间：2026-07-29T07:00:00+08:00；对应canonical_event_id：OVER-OLD-001；原因：已在海外科技与宏观复扫中登记，避免跨卷重复。CN-IND-R02：2026 年上半年工业企业利润与电子行业利润数据；来源：证券日报/百度百家号；发布时间：2026-07-27T09:30:00+08:00；对应canonical_event_id：CN-POL-OLD-004；原因：归入中国政策与监管篇的国家统计局数据。CN-IND-R03：财政部税务总局调整能源资源行业城镇土地使用税；来源：金融界/光大证券微资讯；发布时间：2026-07-29T07:00:00+08:00；对应canonical_event_id：COM-OLD-001；原因：属于政策类复扫记录，转入商品能源篇来源账。CN-IND-R04：寒武纪限制性股票激励计划；来源：财联社/新浪财经；发布时间：2026-07-28T20:00:00+08:00；对应canonical_event_id：CN-IND-OLD-001；原因：早于本轮新增边界且上一期已覆盖。
excluded_records
CN-IND-X01：金浦钛业子公司停产；来源：https://finance.sina.com.cn/stock/s/2026-07-29/doc-inikmivv5990900.shtml；发布时间：2026-07-28；排除原因：事件起始于 7 月 15 日，当前仅为旧状态转述，未取得本轮新状态。CN-IND-X02：蔚蓝锂芯印尼锂电池项目股东会通过；来源：http://finance.sina.com.cn/stock/aigc/tzxm/2026-07-27/doc-inikhiss8385965.shtml；发布时间：2026-07-28；排除原因：早于复扫起点且没有本轮新事实。
来源失败
| 来源 | 尝试 URL | 失败时间 | 原因 |
|---|---|---|---|
| 上交所/深交所公告正文 | https://www.sse.com.cn/ | 2026-07-29T20:00:00+08:00 | 列表或动态壳可见，公告正文未能稳定取得。 |
| 巨潮资讯公告 PDF | https://www.cninfo.com.cn/ | 2026-07-29T20:00:00+08:00 | 部分 PDF 二进制可下载但文本无法解析，采用公告汇总并标二手。 |
| 公司 IR 与 NMPA 注册信息 | https://www.nmpa.gov.cn/ | 2026-07-29T20:00:00+08:00 | 部分公司互动平台或媒体汇总可读，原始 IR/注册详情未完整直取。 |
行业覆盖
计数方式：
non_exclusive。同一记录可同时挂多个行业，行业数字不可直接相加；0 条表示已检查并登记。| 行业 | 条数 |
|---|---|
| 半导体 | 2 |
| 人工智能 | 1 |
| 算力 | 2 |
| 通信 | 2 |
| 消费电子 | 3 |
| 机器人 | 4 |
| 机械设备 | 4 |
| 汽车 | 2 |
| 动力电池 | 1 |
| 光伏 | 0 |
| 风电 | 0 |
| 储能 | 1 |
| 电网 | 2 |
| 核电 | 0 |
| 煤炭 | 0 |
| 石油 | 1 |
| 天然气 | 0 |
| LNG | 0 |
| 炼化 | 0 |
| 化工 | 1 |
| 钢铁 | 0 |
| 有色金属 | 2 |
| 铜 | 2 |
| 铝 | 0 |
| 锂 | 1 |
| 稀土 | 0 |
| 黄金 | 1 |
| 医药 | 3 |
| 医疗器械 | 2 |
| 银行 | 0 |
| 保险 | 0 |
| 券商 | 0 |
| 房地产 | 1 |
| 建筑建材 | 1 |
| 食品饮料 | 0 |
| 家电 | 1 |
| 零售 | 0 |
| 农业 | 0 |
| 军工 | 0 |
| 商业航天 | 0 |
| 低空经济 | 1 |
| 传媒 | 0 |
| 游戏 | 0 |
| 旅游 | 0 |
| 航空 | 0 |
| 航运 | 1 |
| 港口 | 1 |
| 环保 | 1 |
| 公共事业 | 1 |
国家或地区覆盖
中国 19 条。
coverage_report
已扫描：上交所、深交所、巨潮资讯入口、东方财富、同花顺、财经媒体公告汇总、公司互动平台和可达 IR 页面、医药器械监管入口。
未完成或只能取得二手：交易所公告全文下钻、部分公司 IR 和公告 PDF、银行、保险、券商、传媒、游戏、旅游、航空本轮无实质新增主记录。
JSON 附录
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"original_title": "永鼎股份子公司鼎芯光电签订约 11.33 亿元大功率激光器芯片订单",
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"original_url": "[https://finance.[eastmoney.com/a/202607293825251253.html](https://finance.eastmoney.com/a/202607293825251253.html)](https://eastmoney.com/a/202607293825251253.html](https://finance.eastmoney.com/a/202607293825251253.html))",
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"news_id": "CN-IND-003",
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"original_title": "豪能股份拟 10 亿元建设机器人关节减速器生产基地",
"chinese_title": "豪能股份拟 10 亿元建设机器人关节减速器生产基地",
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"机械设备"
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"summary": "公司拟与泸州市江阳区政府签署合作协议，计划投资 10 亿元，建成年产 500 万件机器人关节减速器产能。",
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"news_id": "CN-IND-004",
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"original_title": "比亚迪披露人形机器人计划与闪充车型订单情况",
"chinese_title": "比亚迪披露人形机器人计划与闪充车型订单情况",
"source_name": "金融界/东方财富",
"source_type": "公司产品与产能",
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"original_url": "[https://finance.[eastmoney.com/a/202607293825251253.html](https://finance.eastmoney.com/a/202607293825251253.html)](https://eastmoney.com/a/202607293825251253.html](https://finance.eastmoney.com/a/202607293825251253.html))",
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"summary": "比亚迪披露人形机器人产品计划于 8 月正式亮相，并称闪充技术及相关车型发布以来订单饱满，正提升产能。",
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"primary_source_url": "[https://finance.[eastmoney.com/a/202607293825251253.html](https://finance.eastmoney.com/a/202607293825251253.html)](https://eastmoney.com/a/202607293825251253.html](https://finance.eastmoney.com/a/202607293825251253.html))",
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{
"news_id": "CN-IND-005",
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"original_title": "天智航拟发行股份购买上海骨科 62%股权",
"chinese_title": "天智航拟发行股份购买上海骨科 62%股权",
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"source_type": "并购重组",
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"original_url": "[https://finance.[eastmoney.com/a/202607293825251253.html](https://finance.eastmoney.com/a/202607293825251253.html)](https://eastmoney.com/a/202607293825251253.html](https://finance.eastmoney.com/a/202607293825251253.html))",
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"original_title": "中远海发委托建造 15 艘 21 万吨级散货船",
"chinese_title": "中远海发委托建造 15 艘 21 万吨级散货船",
"source_name": "东方财富",
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"航运",
"港口",
"机械设备"
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"summary": "间接全资子公司委托建造 10 艘和 5 艘 21 万吨级散货船，15 艘总金额 79.2 亿元（不含税）。",
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{
"news_id": "CN-IND-007",
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"original_title": "美的空调欧洲订单一月内新增 20 万台",
"chinese_title": "美的空调欧洲订单一月内新增 20 万台",
"source_name": "东方财富",
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"消费电子"
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"summary": "受欧洲高温影响，美的芜湖、广州双基地一月内新增欧洲订单 20 万台，PortaSplit 移动分体空调自 6 月新增接单超 16 万台。",
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"raw_quote": "受欧洲持续极端高温影响，当地空调需求爆发",
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"primary_source_url": "[https://finance.[eastmoney.com/a/202607293825251253.html](https://finance.eastmoney.com/a/202607293825251253.html)](https://eastmoney.com/a/202607293825251253.html](https://finance.eastmoney.com/a/202607293825251253.html))",
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{
"news_id": "CN-IND-008",
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"original_title": "西部矿业上半年净利润 41.69 亿元，同比增长 123%",
"chinese_title": "西部矿业上半年净利润 41.69 亿元，同比增长 123%",
"source_name": "东方财富",
"source_type": "公司业绩",
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"original_url": "[https://finance.[eastmoney.com/a/202607293825251253.html](https://finance.eastmoney.com/a/202607293825251253.html)](https://eastmoney.com/a/202607293825251253.html](https://finance.eastmoney.com/a/202607293825251253.html))",
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"铜",
"黄金"
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"summary": "公司上半年营收 394.43 亿元，同比增长 25%；归母净利润 41.69 亿元，同比增长 123%。",
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"original_title": "盛屯矿业上半年净利润 18.04 亿元，同比增长 71.37%",
"chinese_title": "盛屯矿业上半年净利润 18.04 亿元，同比增长 71.37%",
"source_name": "东方财富",
"source_type": "公司业绩",
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"original_url": "[https://finance.[eastmoney.com/a/202607293825251253.html](https://finance.eastmoney.com/a/202607293825251253.html)](https://eastmoney.com/a/202607293825251253.html](https://finance.eastmoney.com/a/202607293825251253.html))",
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"铜",
"锂"
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"summary": "公司上半年营收 192.64 亿元，同比增长 39.56%；归母净利润 18.04 亿元，同比增长 71.37%。",
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{
"news_id": "CN-IND-010",
"canonical_event_id": "CN-IND-010",
"original_title": "恒兴新材拟合计 6 亿元建设两个高端新材料项目",
"chinese_title": "恒兴新材拟合计 6 亿元建设两个高端新材料项目",
"source_name": "东方财富",
"source_type": "公司投资",
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"original_url": "[https://finance.[eastmoney.com/a/202607293825251253.html](https://finance.eastmoney.com/a/202607293825251253.html)](https://eastmoney.com/a/202607293825251253.html](https://finance.eastmoney.com/a/202607293825251253.html))",
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"summary": "两家子公司分别投资 3 亿元建设天然有机酯醛酸衍生物项目和特种精细化工新材料项目。",
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{
"news_id": "CN-IND-011",
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"original_title": "天和磁材设立广东子公司布局机器人、低空经济与 3C 磁材",
"chinese_title": "天和磁材设立广东子公司布局机器人、低空经济与 3C 磁材",
"source_name": "东方财富",
"source_type": "公司设立",
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"original_url": "[https://finance.[eastmoney.com/a/202607293825251253.html](https://finance.eastmoney.com/a/202607293825251253.html)](https://eastmoney.com/a/202607293825251253.html](https://finance.eastmoney.com/a/202607293825251253.html))",
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"summary": "公司与深圳联拓智能设立广东天和，注册资本 1200 万元，公司持股 90%，经营方向含人形机器人、低空经济和 3C 消费电子磁材。",
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"original_title": "广宇集团明确聚焦银发康养并逐步退出地产",
"chinese_title": "广宇集团明确聚焦银发康养并逐步退出地产",
"source_name": "证券日报/同花顺",
"source_type": "公司战略",
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"original_url": "http://news.10jqka.com.cn/20260729/c678522155.shtml",
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"category": "公司战略",
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"医药"
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"summary": "公司在投资者调研中明确「全面聚焦银发康养、逐步退出地产」的战略方向。",
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"original_title": "先导智能折叠屏芯片级高分子 3D 打印设备已批量交付",
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"summary": "公司披露相关设备已批量交付并进入量产验证，正与多家终端品牌推进折叠屏项目技术对接。",
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"original_title": "中科环保上半年营收 11.54 亿元，净利润 2.28 亿元",
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"original_url": "[https://finance.[eastmoney.com/a/202607293825251253.html](https://finance.eastmoney.com/a/202607293825251253.html)](https://eastmoney.com/a/202607293825251253.html](https://finance.eastmoney.com/a/202607293825251253.html))",
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"original_title": "宏发股份上半年营收 110.22 亿元，净利润 11.56 亿元",
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"original_title": "普联软件、贝肯能源、欣天科技继续停牌，亿利达控制权变更获反垄断审查通过",
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"summary": "多家公司披露控制权变更筹划或进展：普联软件、贝肯能源、欣天科技继续停牌，亿利达股权转让获反垄断审查通过。",
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"title": "2026 年上半年工业企业利润与电子行业利润数据",
"url": "[https://baijiahao.[baidu.com/s?id=1872005291771020165](https://baijiahao.baidu.com/s?id=1872005291771020165)](https://baidu.com/s?id=1872005291771020165](https://baijiahao.baidu.com/s?id=1872005291771020165))",
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"url": "https://stock.jrj.com.cn/2026/07/29081657934244.shtml",
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"id": "CN-IND-R04",
"title": "寒武纪限制性股票激励计划",
"url": "https://finance.sina.cn/2026-07-28/detail-inikknsc1931986.d.html",
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{
"industry": "储能",
"count": 1
},
{
"industry": "电网",
"count": 2
},
{
"industry": "核电",
"count": 0
},
{
"industry": "煤炭",
"count": 0
},
{
"industry": "石油",
"count": 1
},
{
"industry": "天然气",
"count": 0
},
{
"industry": "LNG",
"count": 0
},
{
"industry": "炼化",
"count": 0
},
{
"industry": "化工",
"count": 1
},
{
"industry": "钢铁",
"count": 0
},
{
"industry": "有色金属",
"count": 2
},
{
"industry": "铜",
"count": 2
},
{
"industry": "铝",
"count": 0
},
{
"industry": "锂",
"count": 1
},
{
"industry": "稀土",
"count": 0
},
{
"industry": "黄金",
"count": 1
},
{
"industry": "医药",
"count": 3
},
{
"industry": "医疗器械",
"count": 2
},
{
"industry": "银行",
"count": 0
},
{
"industry": "保险",
"count": 0
},
{
"industry": "券商",
"count": 0
},
{
"industry": "房地产",
"count": 1
},
{
"industry": "建筑建材",
"count": 1
},
{
"industry": "食品饮料",
"count": 0
},
{
"industry": "家电",
"count": 1
},
{
"industry": "零售",
"count": 0
},
{
"industry": "农业",
"count": 0
},
{
"industry": "军工",
"count": 0
},
{
"industry": "商业航天",
"count": 0
},
{
"industry": "低空经济",
"count": 1
},
{
"industry": "传媒",
"count": 0
},
{
"industry": "游戏",
"count": 0
},
{
"industry": "旅游",
"count": 0
},
{
"industry": "航空",
"count": 0
},
{
"industry": "航运",
"count": 1
},
{
"industry": "港口",
"count": 1
},
{
"industry": "环保",
"count": 1
},
{
"industry": "公共事业",
"count": 1
}
]
},
"country_coverage": [
{
"country_region": "中国",
"count": 19
}
],
"coverage_report": {
"scanned": [
"上交所、深交所、巨潮资讯入口",
"东方财富、同花顺、财经媒体公告汇总",
"公司互动平台和可达 IR 页面",
"医药器械监管入口"
],
"uncompleted": [
"交易所公告全文下钻",
"部分公司 IR 和公告 PDF",
"银行、保险、券商、传媒、游戏、旅游、航空本轮无实质新增主记录"
]
}
}
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