抢着上"春晚"的除了明星，还有机器人。 上述科技感十足的机器人集体亮相，早已不只是一场单纯的视听表演，更成为资本市场观测具身智能产 业脉动的窗口。 《每日经济新闻》记者注意到，当机器人从实验室和工厂车间走向亿万家庭团聚的荧幕中心，其背后交 织的是一张由众多上市公司协同编织的生态网络。部分上市公司通过直接或间接股权投资，早已锚定机 器人赛道内的核心玩家，部分上市公司则以核心供应商或战略合作伙伴的身份深度嵌入其中。 这场"春晚集体秀"能否如2025年宇树科技一般，再次点燃一个产业的新周期？繁华喧嚣的"春晚"舞台之 下，产业真实的"温度"究竟如何？ 从一线企业的反馈中，大家可以窥见乐观预期之外更需冷静面对的现实。多家被市场视为"概念股"的上 市公司坦言，相关业务大多仍处于市场开拓、试样或小批量订单阶段，对公司当前业绩贡献甚微。 多家公司参与机器人领域 芯联集成（SH688469）旗下CVC（企业风险投资）平台芯联资本于2025年参与魔法原子战略融资，公 司与魔法原子存在战略合作关系。公告显示，芯联集成主要提供一站式芯片系统代工服务，在机器人应 用领域，公司用于机器人激光雷达的光源VCSEL（垂直腔面发射激光芯片）和 ...

Group 1 - The 2026 CCTV Spring Festival Gala featured several robot manufacturers, showcasing the growing integration of robotics into mainstream entertainment and signaling potential investment opportunities in the embodied intelligence industry [1] - Companies like Magic Atom, Galaxy General, Yushu Technology, and Songyan Power are part of a collaborative ecosystem, with some firms investing in key players while others act as core suppliers or strategic partners [1] - Despite optimistic expectations, many companies identified as "concept stocks" reported that their robotics-related businesses are still in the market development phase, contributing minimally to current performance [1] Group 2 - ChipLink Integrated (688469.SH) has a strategic partnership with Magic Atom and is involved in the production of laser radar components for robotics, with mass production expected in Q1 2026 [2] - Xiaxia Precision (001306.SZ) has identified Magic Atom as a potential client and has developed precision gears and reducers for humanoid robots, with some products already supplied to well-known robotics companies [2] - Tianqi Co., Ltd. (002009.SZ) established a joint venture with Galaxy General to advance the application of embodied intelligence robots in industrial manufacturing, with both companies holding a 50% stake [3] Group 3 - Junyi Digital (301172.SZ) has formed a dual relationship with Galaxy General through equity investment and a partnership agreement to promote robotics in specific vertical industries [3] - Shoucheng Holdings (00697.HK) is a significant investor in Songyan Power and has supported multiple rounds of financing, focusing on the robotics sector [3] - Shengshi Technology (002990.SZ) signed a strategic cooperation agreement with Songyan Power to create a collaborative system across the entire value chain of research, production, and market [4] Group 4 - Companies like Weilan Lithium (002245.SZ) and Nasda (002180.SZ) have established supply relationships with Yushu Technology, contributing to the production of lithium batteries and other components [4][5] - The 2025 Spring Festival Gala showcased humanoid robots, leading to a surge in the robotics industry, but the sustainability of this growth remains uncertain [6] - Companies such as Hongchang Technology (301008.SZ) and Xiaxia Precision have expressed cautious optimism regarding market growth, noting that many clients are still in the sample and small-batch order stages [7] Group 5 - Green Harmonic (688017.SH) reported significant growth in its precision transmission device business, indicating a shift from research to small-scale production in the robotics sector [8] - Liard (300296.SZ) is involved in the embodied intelligence business, providing services to leading robotics manufacturers, although this segment currently represents a small portion of its overall revenue [8] - Meihu Co., Ltd. (603319.SH) is expanding into the embodied intelligence sector while maintaining its traditional automotive parts business, with new projects underway for major robotics clients [8]

Group 1 - The participation of robotics companies in the 2026 CCTV Spring Festival Gala highlights the growing integration of robotics into everyday life and the capital market's interest in the embodied intelligence industry [1] - Several listed companies have established strategic partnerships or investments in key players within the robotics sector, indicating a collaborative ecosystem [1][3] - Companies like ChipLink Integrated and Summer Precision are actively developing products for humanoid robots, with some already achieving mass production [3][4] Group 2 - Tianqi Co. and Galaxy General have formed a joint venture to promote the application of embodied intelligent robots in industrial manufacturing, particularly in automotive and new energy sectors [4] - Junyi Digital has established a dual relationship with Galaxy General, involving both capital investment and a partnership for market promotion in specific verticals [4] - Companies such as Shicheng Holdings are heavily investing in the robotics sector, supporting multiple core enterprises through various funds [4][5] Group 3 - The 2025 Spring Festival Gala showcased humanoid robots, which previously led to rapid growth in the robotics industry, raising questions about whether this year's event can reignite similar enthusiasm [6] - Companies like Hongchang Technology and Xiaxia Precision express cautious optimism about the market potential for humanoid robots, noting that many are still in the early stages of development and order fulfillment [7][8] - Green Harmonic and Liyade are also exploring opportunities in the embodied intelligence sector, with varying degrees of revenue contribution from these initiatives [9][10]

Core Viewpoint - The announcement details the expected daily related transactions for Hunan Meihu Intelligent Manufacturing Co., Ltd. in 2026, emphasizing that these transactions will not adversely affect the company's operational capabilities, profitability, or asset independence [2][4]. Group 1: Daily Related Transactions Overview - The board of directors approved the expected daily related transactions for 2026 during a meeting on February 10, 2026, with non-related directors unanimously agreeing to the proposal [3]. - Independent directors confirmed that the expected related transactions are necessary for daily operations, adhering to fair market pricing principles, and will not harm the interests of the company or its shareholders [3][4]. - The audit committee also agreed that the expected related transactions will be conducted on equal, voluntary, and fair terms, ensuring no detriment to the company or shareholders [4]. Group 2: Transaction Details and Impact - The expected related transactions will involve procurement of goods and provision of services, with pricing based on market fair prices or mutually agreed upon terms when market prices are not available [8]. - The transactions are designed to support the company's business operations and will not negatively impact its ongoing operational capacity, profitability, or asset independence [4][8]. - The expected transactions are subject to shareholder meeting approval [5]. Group 3: Related Parties - The announcement lists several related parties involved in the transactions, including Zhuzhou Yilida Electromechanical Co., Ltd., Hunan Dongjia Intelligent Technology Co., Ltd., and others [9].

关于公司2026年度日常关联交易预计的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 重要内容提示： 一、日常关联交易基本情况 （一）日常关联交易履行的审议程序 公司于 2026 年 2 月 10 日召开了第十一届董事会第二十四次会议，审议通过 了《关于公司 2026 年度日常关联交易预计的议案》，该议案关联董事许仲秋、许 文慧回避表决，出席会议的非关联董事一致同意该议案，审议程序符合相关法律 法规。 证券代码：603319 证券简称：美湖股份 公告编号：2026-004 湖南美湖智造股份有限公司 2026 年 2 月 5 日，公司召开了 2026 年第一次独立董事专门会议和第十一届 董事会审计委员会第十一次会议，审议通过了《关于公司 2026 年度日常关联交 易预计的议案》。公司全体独立董事认为，公司 2026 年度预计发生的关联交易事 项为公司开展日常生产经营所需，定价遵循市场公允定价原则，有利于公司经营 业绩的提高，不会对公司及公司财务状况、经营成果产生不利影响，不存在损害 是否需要提交股东会审议：是 日常关联交易 ...

证券日报网讯 1月30日，美湖股份发布公告称，控股股东许仲秋解除质押8400000股。 （文章来源：证券日报） ...

Group 1 - The company Meihua Co., Ltd. announced that after the release of share pledges, Mr. Xu Zhongqiu has a total pledged amount of approximately 18.04 million shares, accounting for 31.57% of his total shareholding and 5.32% of the company's total share capital [1] - As of the announcement date, the controlling shareholder Mr. Xu Zhongqiu and his concerted action partner Ms. Xu Wenhui collectively hold about 79.71 million shares, representing 23.5% of the company's total share capital [1] - The total pledged shares by Mr. Xu Zhongqiu and Ms. Xu Wenhui amount to approximately 24.96 million shares, which is 31.31% of their total shareholding and 7.36% of the company's total share capital [1] Group 2 - The nuclear power construction industry is experiencing a surge, with equipment manufacturers reportedly busy with orders scheduled until 2028 [1] - Employees in the equipment manufacturing sector are working in three shifts, with production lines operating 24 hours a day to meet the high demand [1]

证券代码：603319 证券简称：美湖股份 公告编号：2026-003 湖南美湖智造股份有限公司（以下简称"公司"）控股股东许仲秋先生近 日将持有的公司 8,400,000 股股份办理了解除质押手续。在本次股份解 除质押后，许仲秋先生累计质押数量为 18,036,130 股，占其持有本公 司股份总数的 31.57%，占公司总股本的 5.32%。 截至本公告日，公司控股股东许仲秋先生及其一致行动人许文慧女士合 计持有公司股份 79,710,080 股，占公司总股本的 23.50%；累计质押 24,960,530 股，占其持有本公司股份总数的 31.31%，占公司总股本的 7.36%。 | 剩余被质押股份数量 | 18,036,130 股 | | --- | --- | | 剩余被质押股份数量占其所持股份比例 | 31.57% | | 剩余被质押股份数量占公司总股本比例 | 5.32% | 本次解除质押的股份近期内不会办理后续质押。 湖南美湖智造股份有限公司 关于公司控股股东部分股份解除质押的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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 ...

南财智讯1月30日电，美湖股份公告，公司控股股东许仲秋先生近日办理了840.00万股股份的解除质押 手续。 ...

Group 1 - The core point of the article is that Meihu Co., Ltd. (603319) reported a total of 32,591 registered shareholders as of January 20, 2026 [1]