2026年，人形机器人热潮有愈演愈烈之势，这股热度也席卷至资本市场。 开源证券指出，新剑传动上市是对特斯拉机器人核心零部件资产的一次重新定价，为产业链其他优质公司提供资产价值重估的参考。此前特斯拉机器人核心 供应链上市公司多数聚焦于执行器模组环节，新剑传动是丝杠环节重要供应商。 开源证券研究报告称，新剑传动上市后的估值锚，将为整个机器人核心零部件板块（特别是丝杠、减速器等高壁垒环节）提供新的定价参照，带动产业链优 质资产进行价值重估。 值得一提的是，新剑传动1999年成立，2017年4月至2023年8月期间曾在新三板挂牌。彼时，新剑传动公告称，"因公司长期发展战略和自身经营发展需要"终 止挂牌。 新剑传动此前披露的公告显示，2020年至2022年，该公司实现的营业收入分别为1.46亿元、1.32亿元和1.84亿元，实现的净利润分别为1276.37万元、530.96 万元和1751.14万元。新剑传动当下的营收净利规模远不及拓普集团、五洲新春等特斯拉产品供应商。 | | 2022年报 | 2021年报 | 2020年报 | 2019年报 | 201 | | --- | --- | --- | --- | --- ...

Core Viewpoint - Yuanji Food Group Co., Ltd. has submitted an application for listing on the Hong Kong Stock Exchange, aiming to expand its operations and capitalize on its market position as a leading Chinese fast-food enterprise [1][3]. Group 1: Company Overview - Yuanji Food operates under the brand "Yuanji Cloud Dumpling," focusing on handmade dumplings and wontons, offering both cooked and raw food products [3]. - The company also utilizes its retail brand "Yuanji Weixiang" to expand its business, selling pre-packaged dumplings and wontons through various channels [3]. - As of September 30, 2025, Yuanji Food is the largest Chinese fast-food company by store count, and the largest dumpling and wonton enterprise in China based on GMV in retail and dining sectors [3]. Group 2: Financial Performance - In 2023 and 2024, Yuanji Food achieved revenues of 2.026 billion and 2.561 billion yuan, with gross profits of 525 million and 588 million yuan, and adjusted net profits of 179 million and 180 million yuan respectively [3]. - For the first nine months of 2025, the company reported revenues of 1.982 billion yuan, a year-on-year increase of 10.97%, with gross profits of 490 million yuan, up 11.56%, and adjusted net profits of 192 million yuan, reflecting a growth of 31.25% [3]. Group 3: Store Expansion - From January 1, 2023, to September 30, 2025, the total number of Yuanji Food stores increased from 1,990 to 4,266, covering 32 provinces, autonomous regions, special administrative regions, and municipalities across over 200 cities [3]. Group 4: International Expansion - Yuanji Food opened its first overseas store in Singapore at the end of 2024 and continued to expand internationally in 2025, operating five stores in Singapore by September 30, 2025 [4]. Group 5: Funding and IPO Plans - The company has completed three rounds of financing, raising 30 million yuan in A round in 2023, 150 million yuan in B round in September 2025, and 280 million yuan in B+ round in December 2025, with major investors including Black Ant Capital and others [6]. - The net proceeds from the IPO will primarily be used for digital and intelligent construction, enhancing overseas supply chain development, brand building, product research and development, and supply chain upgrades [6].

Core Viewpoint - The data indicates significant outflows of capital from various stocks, with notable declines in share prices across multiple sectors, particularly in aerospace, communication, and consumer electronics. Group 1: Major Stock Outflows - The stock with the highest capital outflow is Goldwind Technology, with an outflow of 5.043 billion yuan and a price drop of 3.36% [1][2] - Aerospace Electronics experienced a capital outflow of 4.378 billion yuan, with a significant price decline of 10.01% [1][2] - BlueFocus Media saw an outflow of 2.976 billion yuan, but its share price increased by 1.12% [1][2] Group 2: Sector Performance - The wind power equipment sector, represented by Goldwind Technology, is facing challenges with a notable capital outflow [2] - The aerospace sector, particularly Aerospace Electronics and Aerospace Development, is experiencing substantial capital withdrawals, indicating potential investor concerns [1][2] - The consumer electronics sector, including Industrial Fulian and Xunwei Communication, is also seeing significant outflows, reflecting broader market trends [1][3] Group 3: Additional Notable Stocks - Other companies with significant capital outflows include Kunlun Wanwei (2.078 billion yuan), Raytheon Defense (1.894 billion yuan), and China Satcom (1.439 billion yuan), all of which are in the communication and internet service sectors [1][3] - Semiconductor company SMIC reported an outflow of 1.206 billion yuan, indicating investor caution in the semiconductor industry [1][3] - The photovoltaic equipment sector, represented by Sunshine Power, also faced an outflow of 1.077 billion yuan, highlighting challenges in renewable energy investments [1][3]

Core Viewpoint - International Business Machines Corporation (IBM) has obtained a patent titled "Utilizing Consistent Attached Interfaces in Network Stack Framework," with authorization announcement number CN115485671B, and the application date is April 2021 [1] Group 1 - The patent reflects IBM's ongoing innovation in network technology [1] - The application date indicates IBM's proactive approach to securing intellectual property in emerging tech areas [1]

Core Viewpoint - The data indicates significant capital inflows into various stocks, highlighting investor interest in specific sectors such as power equipment, communication devices, and gaming [1][2][3] Group 1: Stock Performance and Capital Inflows - TBEA (特变电工) saw a capital inflow of 1.846 billion, with a price increase of 10.01% [2] - Haige Communication (海格通信) experienced a capital inflow of 1.661 billion, with a price increase of 10% [2] - ZQ Game (掌趣科技) had a capital inflow of 0.791 billion, with a notable price increase of 14.91% [2] - Yonyou Network (用友网络) attracted 0.768 billion in capital, with a price increase of 7.87% [2] - Shanghai Construction (上海建工) received 0.603 billion, with a price increase of 10.14% [2] Group 2: Sector Analysis - The power equipment sector, represented by TBEA, shows strong investor confidence with significant capital inflows [2] - The communication device sector, including Haige Communication and Lian Te Technology (联特科技), also reflects positive investor sentiment [2][3] - The gaming industry, represented by ZQ Game and Century Huaman (世纪华通), demonstrates robust growth potential with substantial capital inflows [2][3] - The education sector, represented by Zhonggong Education (中公教育), shows a healthy capital inflow of 0.508 billion, indicating investor interest [2] - The energy metal sector, represented by Ganfeng Lithium (赣锋锂业) and Tianqi Lithium (天齐锂业), continues to attract investment, reflecting ongoing demand in the market [2][3]

江苏省政府发布关于印发江苏省" 人工智能+"行动方案的通知，其中提到，强化 低空经济创新应用。加 强低空智能飞行控制与管理开发，攻克空地协同一体化管控技术。持续深化国土空间基础信息平台建设 与应用，提供实景三维及时型低空数字服务，积极探索大模型在低空运营管理服务中的应用，逐步完善 智能巡检监控、智能 物流配送等服务，拓展 农业植保、低空文旅、应急救援等场景应用，加强空域数 字栅格、多源数据融合等新技术应用。 ...

天眼查资料显示，小米科技（武汉）有限公司，成立于2017年，位于武汉市，是一家以从事专业技术服 务业为主的企业。企业注册资本21000万人民币。通过天眼查大数据分析，小米科技（武汉）有限公司 共对外投资了5家企业，专利信息1399条，此外企业还拥有行政许可13个。 小米智能家电（武汉）有限公司，成立于2023年，位于武汉市，是一家以从事计算机、通信和其他电子 设备制造业为主的企业。企业注册资本2000万人民币。通过天眼查大数据分析，小米智能家电（武汉） 有限公司参与招投标项目8次，专利信息530条。 国家知识产权局信息显示，小米科技（武汉）有限公司、小米智能家电（武汉）有限公司申请一项名 为"设备参数调整方法、装置、设备、存储介质及程序产品"的专利，公开号CN121300128A，申请日期 为2025年10月。 专利摘要显示，本公开涉及一种设备参数调整方法、装置、设备、存储介质及程序产品。方法包括：响 应于设备的故障事件，确定待调整参数包，待调整参数包包括一个或多个第一目标可调整参数；对至少 一个第一目标可调整参数的参数值进行调整，得到调整后的参数包；向所述设备发送调整后的参数包。 当设备发生故障时，无需维修 ...

Core Viewpoint - The Jiangsu Provincial Government has issued a notification regarding the "Artificial Intelligence +" action plan, emphasizing the acceleration of smart terminal product research and application [1] Group 1: Smart Terminal Development - The plan aims to promote the integration of consumer products with large models for innovative development [1] - It focuses on enhancing cross-application, cross-system, and cross-terminal interaction and collaboration [1] - New types of smart terminals will be developed targeting key industries such as industrial, commercial, financial, energy, logistics, medical, and education [1] Group 2: Application of AI Technology - The initiative includes the application of artificial intelligence technology to develop wearable terminals, unmanned aerial vehicles (boats), smart industrial terminals, and brain-computer interfaces [1] - There is an emphasis on optimizing existing terminals to be compatible with large models [1]

1月13日，A股三大股指早盘冲高回落，午后震荡下跌，截止收盘，上证综指下跌26.53点，跌幅0.64% 报4138.76点；深证成指下跌197.51点，跌幅1.37%报14169.4点；沪深300指数下跌28.88点，跌幅0.6%报 4761.03点；创业板指下跌66.45点，跌幅1.96%报3321.89点；科创50指数下跌42.27点，跌幅2.8%报 1469.57点；盘中创业板指一度跌超2%，沪指跌近1%；全天成交额较昨日再度放量，两市成交额录得 3.65万亿再创历史新高，两市超3500只个股下跌。 盘面上，AI应用概念逆势上涨，十余只成分股涨停，引力传媒、利欧股份、省广集团涨停。AI医疗概 念反复活跃，美年健康3连板，泓博医药、新赣江等多股涨停。电网设备概念午后走强，特变电工、三 变科技涨停；零售概念表现活跃，三江购物2连板；贵金属板块走高，晓程科技涨超8%；减肥药板块拉 升，普洛医药逼近涨停；创新药、锂矿概念及游戏等板块涨幅居前。下跌方面，多家公司公告提示风 险，商业航天、卫星互联网板块大退潮，航天电子、中国卫通、航天科技等近百股跌超8%；大飞机、 军工板块走低，中天火箭、雷科防务等多股跌停；可控核 ...

作者：情报员 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 国家知识产权局信息显示，国际商业机器公司取得一项名为"用于视频接地的图形卷积网络"的专利，授 权公告号CN114930317B，申请日期为2021年2月。 ...