近期，A股市场迎来跨年行情，热点轮动节奏加快，商业航天、脑机接口、存储芯片、可控核聚变、光 刻胶等概念表现强势，公募基金等机构投资者的调研主线，也围绕着这些热门概念展开。 多家机构提前开展调研布局。公募排排网数据显示，2025年12月，共有155家公募机构参与A股调研， 其中，华夏基金以100次调研位居第一。 值得注意的是，截至2026年1月11日，2025年12月被机构投资者关注的个股中，尤其是兼具多重热门概 念的股票，涨幅亮眼，诞生了多只"翻倍股"。但也有部分个股仅凭短期炒作受到关注，股价由高位快速 回落。 公募基金调研热门股 脑机接口、商业航天、人形机器人……这些热点充分体现在公募基金2026年开年的调研清单上。 值得关注的是，近期接受公募调研的个股中，涌现出多只强势股。 据Wind数据统计，自2025年12月以来，截至2026年1月11日，超捷股份、华菱线缆股价累计涨幅超 150%，广联航空、昊志机电、信科移动股价累计涨幅均超120%，斯瑞新材、致尚科技、永鼎股份股价 累计涨幅均在70%以上。 不过，近期也有一些热门股股价大幅回调。如天铭科技，该股于2025年12月30日、31日连续收 获"30CM" ...

跌幅榜中，本周7只个股跌幅超15%，荣科科技周跌26.59%居首，百花医药、天铭科技跌幅分别为 21.65%、19.82%。 (本文来自第一财经) Wind数据显示，本周（1月5日至1月9日）共有7只个股涨幅超60%，有13只个股涨幅超50%。 志特新材本周涨幅居首，周涨幅达148.84%。邵阳液压、必贝特-U、快意电梯周涨幅居前，分别为 84.91%、68.89%、61.10%。 ...

证券日报网讯12月23日，华密新材发布公告称，公司完成工商变更登记及章程备案，取得了邢台市行政 审批局核发的新营业执照，注册地址迁至河北省邢台市任泽区邢州东大街215号。 ...

证券日报网讯 12月22日晚间，华密新材发布公告称，公司2025年12月19日召开2025年第三次临时股东 会，审议通过《关于预计2026年日常性关联交易的议案》《关于预计2026年向银行申请综合授信额度的 议案》《关于拟变更注册地址及修订的议案》。 （文章来源：证券日报） ...

证券日报网讯12月4日晚间，华密新材发布公告称，由于当地政府部门对市政道路名称调整，公司注册 地址所在的道路和门牌号发生变化，公司实际经营场所和办公地点未发生任何变动，拟将注册地址 由"河北省邢台市任泽区邢德路河头段北侧"变更为"河北省邢台市任泽区邢州东大街215号"，并相应修 订《公司章程》第五条。 ...

Core Points - The company, Huami New Materials, announced the acquisition of a national invention patent for a production method of self-lubricating bearings [2] - The patent number is ZL 2024 1 1487205.7, and the authorization announcement date is December 2, 2025 [2] - The patent is registered under the name of Hebei Huami New Materials Technology Co., Ltd [2]

Core Viewpoint - The article emphasizes the emergence of a new paradigm in China's economy, termed the "new new three samples," which includes robotics, artificial intelligence (AI), and innovative pharmaceuticals, as key drivers for high-quality economic development and a shift from traditional growth models to technology-led advancements [1][4][29]. Robotics Sector - The robotics sector has seen significant market capitalization growth, with companies like Huichuan Technology exceeding 200 billion yuan and several stocks doubling in price within the year [2][13]. - The market for industrial robots in China is projected to reach 302,000 units in 2024, maintaining its position as the largest industrial robot market globally [30]. - Key challenges include reliance on imported high-end servo motors and precision components, which need to be addressed to enhance domestic capabilities [33]. Artificial Intelligence Sector - The AI sector is characterized by a large number of high-value companies, with six firms exceeding a market cap of 100 billion yuan, including Cambricon and Hikvision [19]. - The demand for AI capabilities has surged, particularly in large model applications, leading to significant revenue growth for companies like Industrial Fulian and Cambricon, with year-on-year increases of 35.58% and 4347.82%, respectively [20]. - The sector is supported by national policies aimed at integrating AI into various industries, with a comprehensive action plan released to enhance AI's role in economic development [22]. Innovative Pharmaceuticals Sector - The innovative pharmaceuticals sector is represented by major players like Heng Rui Medicine, which is nearing a market cap of 500 billion yuan, and BeiGene, which recently achieved profitability [24][28]. - Recent policy measures have been introduced to support the development of innovative drugs, including streamlined approval processes and enhanced reimbursement mechanisms [27]. - The sector is witnessing a shift from loss-making to profitability, with companies like BeiGene demonstrating the commercial viability of innovative drug models [28]. Strategic Importance - The "new new three samples" signify a transition from scale-driven manufacturing to technology-driven innovation, crucial for enhancing China's global competitiveness and economic resilience [7][9][31]. - The collaboration among robotics, AI, and innovative pharmaceuticals creates a synergistic effect that strengthens overall productivity and fosters new business models [8][31]. - Addressing the "bottleneck" issues in these sectors is essential for sustaining growth and achieving leadership in global technology competition [32][33]. Policy Recommendations - To enhance competitiveness, policies should focus on data openness, regulatory reforms, and infrastructure development to support AI and innovative pharmaceuticals [35][38]. - Establishing a robust talent pipeline and fostering interdisciplinary education will be critical for sustaining innovation in these sectors [37][38]. - Encouraging public-private partnerships and international collaboration will further strengthen China's position in the global market [39].

证券代码：836247 证券简称：华密新材 公告编号：2025-109 河北华密新材科技股份有限公司 投资者关系活动记录表 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个 别及连带法律责任。 一、 投资者关系活动类别 □特定对象调研 √业绩说明会 活动时间：2025 年 9 月 15 日 □媒体采访 □现场参观 □新闻发布会 □分析师会议 □路演活动 □其他 二、 投资者关系活动情况 活动地点：全景网"投资者关系互动平台"（https://ir.p5w.net） 参会单位及人员：通过网络方式参与本次业绩说明会的投资者 上市公司接待人员：公司董事长李藏稳先生；公司董事、总经理李藏须先生； 公司董事、副总经理郝胜涛先生；公司董事会秘书李君娴女士；公司财务负责人 翟根田先生 三、 投资者关系活动主要内容 问题 1：2025 年上半年公司营收与净利的具体数值分别是多少，相较于上 年同期，营收和净利的增长幅度如何？能否从产品销售结构、市场区域拓展等 角度分析营收增长的主要驱动因素，以及净利变动背后的成本、费用控制等关 键原因？ 回答 ...

Core Viewpoint - Huami New Materials (836247) held an online collective reception day for investors and a collective performance briefing for the first half of 2025 on September 15, focusing on the progress of fundraising projects and production capacity [1] Group 1: Project Progress - The rubber new materials project has completed land acquisition and is currently under construction [1] - The expansion of the Special Rubber and Plastic Industry Technology Research Institute has been completed, and the project is in the decoration phase [1] - The special engineering plastics project has established 12 production lines with a capacity of 35,000 tons, currently in trial production for various products [1] Group 2: Company Profile - Huami New Materials is a high-tech enterprise specializing in the research, production, and sales of rubber and plastic materials and products [1] - The company is recognized as a national-level "specialized, refined, distinctive, and innovative" small giant enterprise [1] - The main products include special rubber mixing glue and rubber-plastic products, which are key basic materials in the special rubber field, widely used in automotive, high-speed rail, engineering machinery, petroleum machinery, and aerospace industries [1]

证券代码：836247 证券简称：华密新材 公告编号：2025-108 河北华密新材科技股份有限公司 为进一步加强与投资者的互动交流，河北华密新材科技股份有限公司（以 下简称"公司"）将参加由河北省上市公司协会与深圳市全景网络有限公司联 合举办的"2025 年河北辖区上市公司投资者网上集体接待日暨 2025 年半年报 集体业绩说明会活动"。 二、 说明会召开的时间、地点 （一）会议召开时间：2025 年 9 月 15 日（周一）14:00-17:00。 （二）会议召开地点 本次活动将采用网络远程的方式举行。 三、 参加人员 关于参加 2025 年河北辖区上市公司投资者网上集体接待日 暨 2025 年半年报集体业绩说明会预告公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个 别及连带法律责任。 一、 说明会类型 四、 投资者参加方式 本次说明会采用网络方式召开。 投资者可登录"全景路演"网站（http://rs.p5w.net），或关注微信公众号： 全景财经，或下载全景路演 APP，参与本次互动交流。届时公司将在线就投资 ...