炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 据网传的两张截图显示，孙潇雅在群内告知："由于电信&汽车团队重组，我们将客服群暂时解散。" 并表示："我们会一如既往的保持勤奋、前瞻、谦虚的研究态度，感恩！"但群内客户却表示很惊 讶："急流勇退了。" 8月19日网传的观点截图中，她重点推荐几只股票，在当天都有相应的涨幅，其中浙江荣泰一度涨停， 收盘涨7.65%、安培龙收盘涨超11%、龙溪股份收盘涨4.56%、科达利收盘涨5.7%。 而且，不止孙潇雅推荐的股票，整个板块有一定的涨幅，当天人形机器人指数涨幅1.64%。 另外在网络传播的，还有HVDC泛电源链、川环科技再推荐，共计三篇观点，在网络上引起了热议。 而孙潇雅也成了部分投资者的风向标，观点追捧度较高，或许也是因为高热度，孙潇雅选择解散了客户 群。 文/新浪财经上海站 时行工作室 最近时期以来，A股持续狂飙，尤其创新药、稀土、AI算力以及人形机器人热门赛道。 8月19日，一段关于孙潇雅的机器人观点在网络传播，但据新浪财经查询，并没有此研报，或仅为群聊 的文字观点而已。 【龙溪股份】： 时代绕不开的关节轴承公司，国内 市占率75%，单 ...

截至8月19日收盘，减速器概念上涨2.62%，位居概念板块涨幅第1，板块内，99股上涨，天润工业、全 柴动力、南方精工等涨停，万通液压、丰立智能、隆盛科技等涨幅居前，分别上涨16.41%、13.30%、 13.09%。跌幅居前的有内蒙一机、飞亚达、中大力德等，分别下跌3.96%、3.75%、2.98%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 减速器 | 2.62 | 兵装重组概念 | -1.86 | | 动物疫苗 | 2.47 | PEEK材料 | -1.35 | | 禽流感 | 2.45 | 中船系 | -1.32 | | F5G概念 | 1.88 | 互联网保险 | -1.11 | | 华为海思概念股 | 1.87 | 中芯国际概念 | -0.82 | | 乳业 | 1.85 | 光刻胶 | -0.74 | | 铜缆高速连接 | 1.84 | 国家大基金持股 | -0.70 | | 智能音箱 | 1.82 | 脑机接口 | -0.64 | | 华为欧拉 | 1.82 | BC电池 | -0.63 ...

集体飙涨 8月19日，一份题为《机器人推荐：供应链密集拜访T，反攻时刻开启-0819》的研报突然流传于市场， 作者署名为"孙潇雅/张童童"，来源署名是天风证券。随即，研报中提及的浙江荣泰、安培龙、龙溪股 份、科达利等七只股票集体爆发，早盘跌幅较大的机器人ETF同步大幅拉升。 值得注意的是，近期市场似乎形成了"孙潇雅概念股"，即她点的股票，基本上都会出现一波上涨行情。 近期，更是有一份"天风孙潇雅8月推荐个股汇总"表格在多个社交平台广泛传播。这些股票经她推荐之 后，皆出现大涨行情。因此，业内也将其戏称为A股"最强带货女王"。 上午一度杀跌近1.8%的机器人ETF突然实现大反转，该ETF于上午11点左右反弹，午后涨幅一度扩大至 3%左右水平。与此同时，浙江荣泰、安培龙、龙溪股份、科达利等七只股票大幅拉升。 在这波行情背后，有一篇研报功不可没。8月19日上午，题为《机器人推荐：供应链密集拜访T，反攻 时刻开启-0819》开始在坊间流传。该研报作者署名为"孙潇雅/张童童"，来源署名是天风证券。 研报认为，今年主线看好AI，前期AI算力大放异彩，当前时间点建议重视低位的AI应用：机器人，本 质是看好估值扩张，站在时间这 ...

Core Viewpoint - The article highlights the recent surge in stocks associated with analyst Sun Xiaoya, particularly following the release of a research report from Tianfeng Securities, which has led to significant price increases in several recommended stocks [1][3][7]. Group 1: Research Report Impact - On August 19, a research report titled "Robot Recommendations: Supply Chain Intensive Visits T, Counterattack Moment Begins - 0819" circulated in the market, authored by Sun Xiaoya and Zhang Tongtong from Tianfeng Securities [1][3]. - The report emphasizes the importance of AI and suggests focusing on low-position AI applications, particularly robots, indicating a favorable outlook for valuation expansion and future development [3][4]. Group 2: Recommended Stocks - The report identifies seven key stocks aligned with industry trends: - Zhejiang Rongtai: Recognized as a new Tier 1 supplier, with a new lower limb joint solution gaining T's approval, expected to enter mass production in Q4 [4]. - Anpeilong: Focused on the optical sensing industry, with plans for overseas expansion and significant revenue potential [4]. - Longxi Co.: Dominates the domestic market with a 75% share in joint bearings, projecting substantial revenue growth [5]. - Keda Li: Positioned for high-load, low-heat joint modules, with plans for North American manufacturing [5]. - Haoneng Co.: Targets planetary gear systems, with significant production plans and revenue expectations [5]. - Fuda Co.: Engaged in screw and cycloidal products, with existing orders from major domestic clients [5]. - Shuanglin Co.: Focuses on screw systems and has made progress in direct engagements with T [5]. Group 3: Analyst Recognition - Sun Xiaoya has gained significant recognition in the market, often leading to stocks reaching their daily limit up after her recommendations, earning her the title of "A-share's strongest influencer" [6][7]. - Her rapid career advancement and accolades, including top rankings in analyst competitions, have contributed to her growing influence in the investment community [7].

融券方面，当日融券卖出0.03万股，净卖出0.03万股。 8月18日，沪深两融数据显示，浙江荣泰获融资买入额1.61亿元，居两市第204位，当日融资偿还额2.23 亿元，净卖出6239.83万元。 最近三个交易日，14日-18日，浙江荣泰分别获融资买入0.78亿元、0.80亿元、1.61亿元。 ...

Summary of Zhejiang Rongtai Conference Call Company Overview - Zhejiang Rongtai is a leading enterprise in the mica products sector, particularly in the safety protection of new energy vehicles, holding over 30% market share in global battery thermal runaway protection mica insulation materials [3][4]. Financial Performance - The company exhibits a robust growth trend, with profit growth outpacing revenue growth, indicating a significant improvement in profitability [4]. - Active expansion into overseas markets has led to an increasing proportion of overseas revenue, establishing the company as a primary supplier for renowned battery manufacturers such as Tesla, Volkswagen, BMW, Mercedes-Benz, and Volvo [4]. Market and Product Development - The core of Zhejiang Rongtai's strategy is centered around mica materials, which are crucial for thermal runaway protection in new energy vehicles, responding to new national standards [2][6]. - The company is advancing new technologies, including CCL integrated motherboards and lightweight components, to enhance its product offerings and address safety issues in energy storage stations [12]. Future Growth Potential - Future growth is primarily driven by overseas markets, with end-users favoring cost-effective mica materials over higher-end materials like aerogels or ceramic silicone rubber [7]. - The demand for high-temperature insulation and flame-retardant materials is increasing, particularly for high-integration lithium iron phosphate models, presenting new growth opportunities [7]. Technological Innovation - Zhejiang Rongtai is focused on technological innovation, utilizing various routes to build a comprehensive ecosystem around mica materials, including flame-retardant foams and ceramic silicone rubber composites [6]. - The company is responding to policy requirements, such as the new national standard mandating that new energy vehicles must not catch fire or explode within two hours after thermal runaway [6]. Application Prospects - Mica insulation materials are expected to have broad application prospects in new energy vehicles due to their excellent flame-retardant properties and cost advantages, gradually becoming standard configurations in the industry [8][9]. - The company plans to expand applications beyond current uses, including insulating paints and adhesives, which are already widely used in medium and large high-voltage motors [11]. Robotics Business Development - In the robotics sector, Zhejiang Rongtai is focusing on micro screw rods and gearboxes, aiming to connect with more end customers and expand its product matrix [13]. - The company has made acquisitions to enhance its capabilities in the robotics field, with a steady expansion into micro components [13]. Long-term Outlook - The long-term growth outlook for Zhejiang Rongtai remains optimistic, particularly with applications in new models like the Model 3, Model Y, and Robot Taxi, which are expected to see significant demand by 2026 [14]. - The company maintains a market capitalization of over 30 billion, reinforcing its position as a strong player in the robotics sector [14][15].

Investment Rating - The industry investment rating is "Overweight" [3] Core Viewpoints - The report emphasizes the significant growth potential in the humanoid robotics sector, with a projected cumulative global demand of approximately 2 million units by 2030, indicating a critical breakthrough phase from 0 to 1 [6][20] - The report highlights the acceleration of N-type penetration in photovoltaic equipment, strengthening the competitive edge of leading companies under the Matthew effect [21] - The energy storage sector is identified as essential for building a new type of power grid, with favorable policies enhancing industry prosperity [21] - The semiconductor equipment market is expected to reach $140 billion by 2030, with an increasing share from mainland China, although the domestic production rate remains low [21] - The automation market, particularly industrial consumables, is projected to grow from approximately 40 billion to 55.7 billion by 2026, benefiting from increased concentration and import substitution [22] - Hydrogen energy, particularly green hydrogen, aligns with carbon neutrality goals, supported by the rapid development of photovoltaic and wind energy [21] Summary by Sections Humanoid Robotics - Key companies recommended for investment include Huasheng Tiancai, Sanhui Electric, and Zhejiang Rongtai, among others [4] - The report discusses the recent humanoid robot sports event in Beijing, showcasing over 500 robots from 16 countries competing in various categories [15][20] - The introduction of the Genie Envisioner platform by Zhiyuan Robotics is noted as a significant advancement in the field, integrating video generation with robotic control [11][20] Photovoltaic Equipment - The report suggests focusing on leading companies like Maiwei and Jiejiacreating, which possess technological innovation and customer base advantages [21] - The overall price center of the photovoltaic industry chain is declining, with a focus on cost and efficiency improvements [21] Energy Storage - The report highlights the favorable policies for both generation-side and user-side energy storage, driving comprehensive development in the sector [21] - Companies like Xingyun and Kexin are identified as key players in the energy storage market [21] Semiconductor Equipment - The semiconductor equipment market is projected to double in the next decade, with a significant increase in demand for domestic production [22] - Companies such as Zhongwei and Beifang Huachuang are recommended for investment [22] Automation - The automation market is expected to grow significantly, with a focus on industrial consumables and the potential for leading companies to benefit from increased market concentration [22] Hydrogen Energy - The report emphasizes the importance of green hydrogen in achieving carbon neutrality, recommending companies like Longi Green Energy and Yihua Tong for investment [21]

格隆汇8月15日丨浙江荣泰(603119.SH)在互动平台表示，公司积极布局国内外生产基地，目前泰国子公 司的厂房正在积极有序推进建设中。泰国子公司有规划布局人形机器人新材料结构件和丝杠产品等相关 业务。目前根据主要客户的需求指引，公司正在加快自有厂房建设和项目投入，加快人形机器人相关产 品的产能布局，以最快的速度满足目前主要客户对人形机器人相关产品的需求。公司高度重视人形机器 人的战略布局和业务拓展，根据公司目前的战略规划和下游市场需求及开拓情况，我们会继续扩大投 资，积极布局新能源汽车市场、储能市场和人形机器人市场的相关业务，做大做强上市公司。 ...

格隆汇8月15日丨浙江荣泰(603119.SH)在互动平台表示，公司目前已与国内多家头部机器人公司开展业 务合作，相关业务推进顺利，海外机器人业务目前对接顺利，业务已初具规模，但其相关产品销售额较 低，占比较小，不会对公司的年度净利润产生重大影响。具体的客户名称和相关产品信息由于涉及保密 协议，我们不方便透露。公司相关信息请以公司公告为准。 ...

浙江荣泰最新股价为63.50元，较前一交易日上涨0.79%。盘中最高触及64.00元，最低下探61.86元，成 交额达7.79亿元。 该公司主营业务为非金属材料研发生产，涉及人形机器人、专精特新等产业领域。浙江荣泰在投资者互 动平台表示，旗下狄兹精密和金力传动两家子公司经营状况良好，公司将根据订单情况合理安排产能。 8月13日早盘，浙江荣泰曾出现快速反弹，5分钟内涨幅超过2%。当日主力资金净流出6257.33万元，近 五日累计净流出2.45亿元。 风险提示：股市有风险，投资需谨慎。 ...