包钢股份公布2026年第一季度稀土精矿关联交易价格为不含税26834元/吨，REO含量每增减1%，价格 相应增减536.68元/吨。西部证券指出，地缘紧张和供应链安全焦虑正推动金属等战略物资地位升级， 叠加能源转型对铜、铝等基本金属的持续拉动，以及供给端长期投资不足导致的供应刚性，近期基本金 属价格显著上行，行业整体呈现强于大市格局。 MACD金叉信号形成，这些股涨势不错！ 2026年1月16日早盘，稀土永磁红盘震荡，截至10:46，中证稀土产业指数上涨0.28%，成分股厦门钨业 上涨5.35%，卧龙电驱上涨3.53%，格林美上涨3.36%，中稀有色上涨3.29%，大洋电机上涨3.07%。 稀土ETF嘉实(516150)紧密跟踪中证稀土产业指数，是一键布局国内稀土产业链的便利工具。 消息方面，市场监管总局（国家标准委）批准发布一批重要国家标准，涉及新兴领域、交通运输和绿色 低碳、安全生产、百姓生活等方面。在新兴领域方面，发布工业互联网平台4项国家标准，为完善工业 互联网平台的规模化发展和应用提供重要支撑。发布数字化供应链4项国家标准，助力供应链数字化发 展，提升产业链韧性。发布智能工厂安全一体化5项国家标准， ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002176 | 江特电机 | 10.16 | -2.87% | 125.17万 | 12.92亿 | | 600416 | 湘电股份 | 16.14 | -2.77% | 68.66万 | 11.24亿 | | 300660 | 江苏音利 | 53.48 | -2.68% | 15.74万 | 8.54亿 | | 301226 | 祥明智能 | 33.15 | -1.87% | 5.51万 | 1.86亿 | | 603370 | 华新精科 | 46.97 | -1.70% | 2.56万 | 1.21亿 | | 000922 | 佳电股份 | 14.12 | -1.67% | 20.53万 | 2.93亿 | | 600580 | 卧龙电驱 | 46.13 | -1.64% | 107.46万 | 50.12亿 | | 002196 | 方正电机 | 14.78 | -1.53% | 76.86万 | 11.49亿 | | 603728 | 鸣 ...

有券商表示，稀土作为高端制造与战略新兴产业的核心资源，正呈现供需两端共振格局。在供给集中度提升与 需求结构升级的背景下，稀土产业链的战略地位有望进一步巩固，为高端制造发展注入长期驱动力。 （文章来源：每日经济新闻） 受盘面影响，稀土相关ETF涨超2%。 | 代码 | 名称 | 现价 | 涨跌 涨跌幅 ▼ | | | --- | --- | --- | --- | --- | | 159715 | 稀土ETF易方达 | 1.322 | 0.032 2.48% | | | 159713 | 稀土ETF | 1.442 | 0.033 | 2.34% | | 516150 | 稀土ETF嘉实 | 2.003 | 0.046 | 2.35% | | 516780 | 稀土ETF | 1.937 | 0.043 | 2.27% | 稀土概念股走强，金风科技涨停，厦门钨业涨超4%，卧龙电驱涨超2%。 ...

双融日报 --鑫融讯 分析师：万蓉 S1050511020001 wanrong@cfsc.com.cn 2026 年 01 月 09 日 市场情绪：82 分（过热） 最近一年大盘走势 资料来源：Wind，华鑫证券研究 -10 0 10 20 30 (%) 沪深300 相关研究 ▌ 华鑫市场情绪温度指标：（过热） 华鑫市场情绪温度指标显示，昨日市场情绪综合评分为 82 分，市场情绪处于"过热"。历史市场情绪趋势变化可参 考图表 1 ▌ 热点主题追踪 今日热点主题：机器人、银行、脑机接口 1、机器人主题：工业和信息化部人形机器人与具身智能标准 化技术委员会于 2025 年 12 月 26 日正式成立。这一国家级标 准组织的落地，标志着行业从"技术探索"和"局部试点" 迈入 "产业协同"与"规模化落地" 的新阶段。该举措将 统一"大脑"（AI）与"身体"（硬件）的接口与标准，极 大加速技术落地与生态形成。它不仅解决了产业链协作的关 键瓶颈，降低了开发成本与复杂度，更预示着规模化应用即 将 到 来 。 相 关 标 的 ： 三 花 智 控 （ 002050 ） 、 卧 龙 电 驱 （600580） 2、银行主题：银行 ...

每经AI快讯，卧龙新能1月7日晚间发布公告称，卧龙新能源集团股份有限公司控股子公司浙江龙能电 力科技股份有限公司将持有的都昌县龙能电力发展有限公司100%股权以1.97亿元的价格出售给浙江龙 柏集团有限公司。 （记者 王瀚黎） 每经头条（nbdtoutiao）——十年首现，沪指连续站稳关键位置！高盛：建议高配中国股票！券商分析 师：人民币升值等因素加速跨境资本回流 ...

2026 年 01 月 05 日 双融日报 --鑫融讯 分析师：万蓉 S1050511020001 wanrong@cfsc.com.cn 市场情绪：61 分（较热） 最近一年大盘走势 资料来源：Wind，华鑫证券研究 -10 -5 0 5 10 15 20 25 30 (%) 沪深300 相关研究 1、《双融日报》2025-12-31 2、《双融日报》2025-12-30 3、《双融日报》2025-12-29 ▌ 华鑫市场情绪温度指标：（较热） 华鑫市场情绪温度指标显示，昨日市场情绪综合评分为 61 分，市场情绪处于"较热"。历史市场情绪趋势变化可参 考图表 1 ▌ 热点主题追踪 今日热点主题：机器人、银行、券商 1、机器人主题：工业和信息化部人形机器人与具身智能标准 化技术委员会于 2025 年 12 月 26 日正式成立。这一国家级标 准组织的落地，标志着行业从"技术探索"和"局部试点" 迈入 "产业协同"与"规模化落地" 的新阶段。该举措将 统一"大脑"（AI）与"身体"（硬件）的接口与标准，极 大加速技术落地与生态形成。它不仅解决了产业链协作的关 键瓶颈，降低了开发成本与复杂度，更预示着规模化应用即 ...

Group 1 - The State Intellectual Property Office of China has granted a patent to Wolong Electric Drive Group Co., Ltd. for a technology titled "A Surface-Mounted High-Speed Permanent Magnet Synchronous Rotor," with the authorization announcement number CN112737177B, and the application date being December 2020 [1] - Wolong Electric Drive Group Co., Ltd. was established in 1998 and is located in Shaoxing City, primarily engaged in the manufacturing of electrical machinery and equipment. The company has a registered capital of 1,302.62 million RMB [1] - The company has made investments in 51 enterprises, participated in 545 bidding projects, holds 71 trademark registrations, and has 2,781 patent records, along with 22 administrative licenses [1] Group 2 - Zhejiang Longchuang Motor Technology Innovation Co., Ltd. was founded in 2020 and is also located in Shaoxing City, focusing on the manufacturing of specialized equipment. The company has a registered capital of 30 million RMB [1] - Zhejiang Longchuang has invested in 5 enterprises, participated in 1 bidding project, and holds 199 patent records [1] - Wolong Electric (Shanghai) Central Research Institute Co., Ltd. was established in 2018 in Shanghai, primarily engaged in research and experimental development, with a registered capital of 100 million RMB [2] - The Shanghai-based company has invested in 2 enterprises, participated in 1 bidding project, holds 220 patent records, and has 1 administrative license [2]

Group 1 - The synchronous reluctance motor sector experienced a decline, falling by 1.26% [1] - Weichuang Electric saw a significant drop of 4.13% [1] - Wolong Electric Drive also faced a decrease, with a decline of 1.99% [1]

Market Sentiment - The current market sentiment score is 70, indicating a "relatively hot" market condition, which suggests investor confidence is strong [5][9]. - Historical trends show that when the sentiment score is below or close to 30, the market tends to find support, while scores above 70 may indicate resistance [9]. Hot Themes Tracking - **Robotics Theme**: The establishment of a national standard organization for humanoid robots and embodied intelligence marks a transition from "technical exploration" to "industrial collaboration" and "scale deployment," which is expected to accelerate technology application and ecosystem formation. Related stocks include Sanhua Intelligent Control (002050) and Wolong Electric Drive (600580) [5]. - **Banking Theme**: Bank stocks are characterized by high dividend yields, with the CSI Bank Index yielding 6.02%, significantly higher than the 10-year government bond yield. This makes bank stocks attractive for long-term funds during economic slowdowns. Relevant stocks include Agricultural Bank of China (601288) and Ningbo Bank (002142) [5]. - **Brokerage Theme**: The China Securities Regulatory Commission (CSRC) is focusing on strengthening classified regulation and optimizing risk control indicators for quality institutions. This shift aims to enhance capital utilization efficiency and promote high-quality development in the securities industry. Related stocks include CITIC Securities (600030) and Guotai Junan Securities (601211) [5]. Capital Flow Analysis - The top ten stocks with the highest net inflow include Sanhua Intelligent Control (002050) with a net inflow of approximately 279.98 million, and Shanzhi Gaoke (000981) with about 153.53 million [10]. - The top ten stocks with the highest net buy in financing include C Qiangyi (688809) with 54.91 million and Sanhua Intelligent Control (002050) with 37.68 million [13]. - The top ten industries with the highest net inflow include SW Machinery Equipment and SW Automotive, indicating strong investor interest in these sectors [17]. Industry Insights - The banking sector is highlighted for its stability and high dividend yields, making it a key focus for long-term investors amid economic uncertainties [5]. - The robotics industry is poised for growth due to new standards that facilitate collaboration and reduce development costs, indicating a shift towards more scalable applications [5]. - The brokerage industry is undergoing a transformation towards quality over quantity, with a focus on differentiated services and professional strength [5].

Group 1 - Fenglong Co., Ltd. (002931) is located in Shaoxing, Zhejiang, specializing in precision manufacturing with core businesses in garden machinery, automotive parts, and hydraulic systems. The company has accumulated full-chain production capabilities and multiple patented technologies. By the end of 2025, humanoid robot leader UBTECH will complete its acquisition of a controlling stake in Fenglong, making it UBTECH's first subsidiary listed in A-shares. This acquisition represents a deep industrial synergy, as UBTECH needs mature manufacturing capabilities to support mass production, which Fenglong can provide for core components like joints and transmission systems [1][1][1] - Haoshi Electromechanical (300503) is headquartered in Guangzhou, Guangdong, and is a key player in the core components of humanoid robots, focusing on the research and development of frameless torque motors, harmonic reducers, and six-dimensional torque sensors. The company is a core supplier for Yuzhu Technology, with its components applied in the joint drive systems of quadruped and humanoid robots. Additionally, it has partnered with UBTECH to establish an innovation center for humanoid robots, tackling core technologies like six-dimensional sensors [2][2][2] - Tianqi Co., Ltd. (002009) is based in Wuxi, Jiangsu, and focuses on humanoid robot research in the industrial manufacturing sector, avoiding the C-end household scene. The company has established a joint venture with UBTECH to share core technologies and has built the first automotive working condition robot training base in Wuxi. It has signed long-term agreements with multiple automotive manufacturers, becoming a practical player in the commercialization of humanoid robots [3][3][3] Group 2 - Wuzhou Xinchun (603667) is a leading company in China that has achieved mass production of planetary roller screws, which are critical for the joint transmission of humanoid robots. The company has become an indirect first-level supplier to Tesla's Optimus through Hangzhou Xinjian Transmission, and its products meet international standards. It has also successfully entered the supply chains of major domestic clients like Huawei and ByteDance [4][4][4] - Zhejiang Rongtai (603119) is based in Jiaxing, Zhejiang, originally a leader in new energy vehicle insulation materials and a core supplier to Tesla. Starting in 2025, the company will enhance its humanoid robot business through acquisitions, including the acquisition of Diz Precision, which specializes in ball screws and electric cylinders, core components for humanoid robot joints [5][5][5] - Zhaowei Electromechanical (003021) is headquartered in Shenzhen, Guangdong, and specializes in micro transmission and drive systems, achieving technological breakthroughs in humanoid robot dexterous hands. The company has deeply penetrated the supply chains of leading humanoid robot companies like Tesla and Figure, supplying key components such as dexterous hand modules and micro hollow cup motors [6][6][6] Group 3 - Wolong Electric Drive (600580) is a leading company in the domestic motor sector, with a strong layout in humanoid robot joint power systems. It is the exclusive supplier of frameless torque motors for UBTECH's Walker S2 humanoid robot, which is a core power component for joint operation [7][7][7] - Orbbec (688322) is a domestic leader in the 3D vision field, providing critical visual perception capabilities for robots. The latest dual-camera 3D module it developed is used in UBTECH's Walker S2 humanoid robot, aiding in precise sorting operations in industrial scenarios [8][8][8] - Shangwei New Materials (688585) is based in Shanghai and specializes in high-performance materials. It is the exclusive supplier of adhesives for UBTECH's Walker S2 humanoid robot, providing carbon fiber joint adhesives and lightweight structural materials essential for the robot's stability and lifespan [9][9][9] Group 4 - Mingzhi Electric (603728) focuses on precision motors and motion control, being the only manufacturer globally to achieve mass production of slotless hollow cup motors. These motors are suitable for humanoid robot dexterous hands and finger joints, having been validated by Tesla's Optimus Gen2 [10][10][10] - Zhucheng Technology (301280) specializes in precision connector research and has established a significant presence in the robot industry chain. It is the exclusive supplier of connectors for UBTECH's entire series of humanoid robots, ensuring stable control and signal transmission [11][11][11] - Far East Co., Ltd. (600869) is based in Wuxi, Jiangsu, and provides key supporting components for humanoid robots, including robot cables and batteries. Its cables have been adapted for various joint movements in humanoid robots, and its cylindrical battery packs have been successfully integrated into industrial quadruped robots [12][12][12]