格隆汇12月4日｜骏亚科技发布异动公告，公司股票于2025年12月2日、12月3日、12月4日连续三个交易 日内日收盘价格涨幅偏离值累计达到20%，根据《上海证券交易所交易规则》的有关规定，属于股票交 易异常波动情形。公司主营业务为印制电路板（PCB）的研发、生产和销售及印制电路板的表面贴装 （SMT），公司产品包括刚性电路板、柔性电路板、刚柔结合板、高密度互联电路板和PCBA，应用领 域较为广泛。公司生产的PCB产品可用于人形机器人，但相关产品占公司营业收入比重很小，占公司营 业收入比重低于0.05%，不会对公司当期业绩产生重大影响。 ...

南财智讯12月4日电，骏亚科技公告，公司股票于2025年12月2日、12月3日、12月4日连续三个交易日内 日收盘价格涨幅偏离值累计达到20%，根据《上海证券交易所交易规则》的有关规定，属于股票交易异 常波动情形。经公司自查并向控股股东、实际控制人核实，截至本公告披露日，公司、控股股东及实际 控制人不存在应披露而未披露的重大事项。公司目前日常生产经营活动正常，内外部经营环境未发生重 大变化。除已披露事项外，公司、控股股东、实际控制人及其配偶均不存在对公司股票交易价格可能产 生重大影响的重大信息。公司未发现对股价产生重大影响的媒体报道，主营业务为印制电路板的研发、 生产和销售，相关产品可用于人形机器人，但该类产品占公司营业收入比重低于0.05%，不会对公司当 期业绩产生重大影响。经核实，公司董事、高级管理人员、控股股东及实际控制人在本次股票交易异常 波动期间不存在买卖公司股票的情况。董事会确认，公司目前不存在应披露而未披露的事项，前期披露 的信息不存在需要更正或补充之处。 ...

上交所公开信息显示，当日该股因日涨幅偏离值达10.09%上榜，营业部席位合计净买入7996.34万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.12亿元，其中，买入成交额为9606.03 万元，卖出成交额为1609.68万元，合计净买入7996.34万元。 骏亚科技(603386)今日涨停，全天换手率2.79%，成交额1.38亿元。龙虎榜数据显示，营业部席位合计净 买入7996.34万元。 （文章来源：证券时报网） 骏亚科技12月4日交易公开信息 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 甬兴证券有限公司宁波和源路证券营业部 | 4311.42 | | | 买二 | 东北证券股份有限公司宁波江安路证券营业部 | 1857.07 | | | 买三 | 甬兴证券有限公司宁波分公司 | 1518.09 | | | 买四 | 东吴证券股份有限公司苏州永昌泾大道证券营业部 | 1119.15 | | | 买五 | 甬兴证券有限公司北京分公司 | 800.30 | | | 卖一 | 华泰证券股份有限 ...

Core Viewpoint - The humanoid robot sector is experiencing strong performance, with several companies seeing significant stock price increases, indicating a growing interest and investment in this emerging technology [1][2]. Group 1: Stock Performance - Companies such as Huawu Co., Ltd. (华伍股份), Junya Technology (骏亚科技), and others have reached their daily price limits, showcasing robust market activity in the humanoid robot sector [1]. - Notable stock price increases include: - Sanxie Electric (三协电机) up by 20.88% - Huawu Co., Ltd. up by 19.96% - Dema Technology (德马科技) up by 13.45% - Jiangsu Leili (江苏雷利) up by 11.64% [2]. Group 2: Company Developments - Huawu Co., Ltd. focuses on the research, development, manufacturing, and sales of industrial brakes and control systems, positioning itself as a leading player in the industry [3]. - The company is actively developing ultra-thin electromagnetic brakes suitable for humanoid robots, moving from design to prototype testing, which supports its market entry strategy [3]. - The commercialization of humanoid robots is accelerating, with significant announcements from companies like Tesla and others regarding their advancements and production plans for humanoid robots [3].

人民财讯12月4日电，企查查APP显示，近日，东莞市旭曜电子科技有限公司成立，法定代表人为涂恂 恂，注册资本为3000万元，经营范围包含：电子专用材料研发；电子元器件制造；电子元器件与机电组 件设备制造；电子产品销售等。企查查股权穿透显示，该公司由深圳市慧棋科技有限公司、骏亚科技 （603386）全资子公司珠海市骏亚电子科技有限公司等共同持股。 ...

机器人概念股掀涨停潮。 4日早盘，A股主要股指盘中探底回升，创业板指一度涨超1%；港股亦上扬，恒生科技指数一度涨超 1%。 具体来看，A股三大股指早盘短线冲高后震荡回落，盘中拉升集体翻红。截至午间收盘，沪指微涨 0.04%报3879.52点，深证成指涨0.35%，创业板指涨0.76%，科创50指数涨0.92%，沪深北三市合计成交 10403亿元。 盘面上，小盘股整体疲弱，旅游餐饮、煤炭、酿酒、食品饮料等板块走低；券商板块异动，长城证券 （002939）领涨；机器人概念爆发，海昌新材（300885）、华伍股份（300095）等多股涨停，江苏雷利 （300660）涨超10%；商业航天概念再度活跃，航天环宇、招标股份（301136）等涨超10%。值得注意 的是，人气牛股海王生物（000078）斩获7连板。 另有两位人士表示，美国政府正考虑在明年发布一项关于机器人技术的行政命令。 美国商务部发言人回应称："我们致力于推动机器人和先进制造业，因为它们是让关键生产回流美国的 核心。" 据一位熟悉计划的人士透露，美国交通部也正准备成立一个机器人工作组，可能在年底前宣布。除此以 外，美国国会议员对机器人技术的兴趣也在上升，共 ...

Market Overview - The A-share market experienced fluctuations, with over 4,400 stocks declining, while the non-ferrous metal sector led the gains [1] - As of December 4, the A-share indices showed a mixed performance, with over 3,200 stocks still in decline despite some indices turning positive [1][2] Index Performance - The Shanghai Composite Index was at 3,886.05, up by 0.21% with a trading volume of 355.83 billion CNY [2] - The Shenzhen Component Index rose by 0.61%, and the ChiNext Index increased by 1.12% [4] Sector Performance - Non-ferrous metals, defense and military industry, and non-bank financial sectors showed significant gains, while consumer sectors like Hainan Free Trade Port and ice and snow tourism underperformed [4][22] - The non-ferrous metal sector continued to lead, with individual stocks like Electric Alloy rising over 11% and Alloy Investment hitting the daily limit [11][12] Concept Stocks Activity - Human-robot stocks were notably active, with companies like Junya Technology and Daying Electronics hitting the daily limit, and Huicheng Co. rising over 13% [7][9] - The commercial aerospace index also saw a rise, with Aerospace Universe increasing over 15% [13][14] Notable Stock Movements - Daoming Optical, which had previously seen five consecutive trading limits, faced a trading halt at 14.90 CNY, down 10.02% [18][19] - AI wearable devices sector saw a decline, with companies like Dongshan Precision dropping over 7% [22][23] Future Outlook - The Trump administration is reportedly considering an executive order on robotics technology, which may influence market sentiment in the robotics sector [9][10] - Huawu Co. is focusing on the commercial aerospace sector as a strategic development direction, although its current impact on overall performance is minimal [17]

| 代码 | 名称 | 涨幅％v | 现价 | | --- | --- | --- | --- | | 920100 | 三协电机 | +15.96% | 67.13 | | 301550 | 斯菱股份 | +12.26% | 118.49 | | 3000095 | 华伍股份 | +10.67% | 10.37 | | 688360 | 德马科技 | +10.15% | 22.03 | | 603386 | 骏亚科技 | +10.03% | 15.14 | | 600592 | 龙溪股份 | +10.00% | 27.38 | | 603933 | 睿能科技 | +10.00% | 28.71 | | 603286 | 日盈电子 | +10.00% | 61.93 | | 002520 | 日发精机 | +9.97% | 6.40 | | 688500 | 慧辰股份 | +9.45% | 70.20 | | 002196 | 方正电机 | +7.81% | 13.53 | | 301261 | 恒工精密 | +7.34% | 91.45 | | 300882 | 海昌新材 | +6.71% | 22.74 ...

Market Overview - The three major indices rebounded collectively, with the Shanghai Composite Index up 0.06%, the Shenzhen Component Index up 0.22%, and the ChiNext Index up 0.4% as of 9:40 AM [1] Active Sectors 1. Humanoid Robots - The humanoid robot sector was active, with Junya Technology, Longxi Co., and Ruineng Technology hitting the daily limit, while Daying Electronics, Huichen Co., and Siling Co. also saw gains. The sector's growth is supported by Tesla's release of a running video of its "Optimus" humanoid robot, indicating rapid advancements in the industry [4] 2. Industrial Metals - The industrial metals sector opened higher, with Luoyang Molybdenum rising over 4% and Jiangxi Copper up over 3%. The surge in copper prices is attributed to a significant increase in orders for copper extraction from London Metal Exchange warehouses, raising supply concerns. Analysts expect continued high copper prices due to supply shortages and low domestic inventory levels [3] Institutional Insights 1. Investment Recommendations - According to招商证券, December is expected to favor large-cap stocks, particularly in coal and basic chemicals, as the market is likely to break upward after three months of consolidation. The firm highlights the importance of upcoming economic policy announcements in December [5] 2. Market Trends - 广发证券 suggests that the market will shift from large-cap to small-cap stocks as the correlation between market movements and fundamentals strengthens in December. The period from December to January is seen as an excellent time for spring rally positioning, especially in sectors with positive earnings forecasts [6] 3. Fund Flow Dynamics - 华西证券 notes that the slowdown in incremental capital entering the market has led to faster sector rotation. With year-end approaching, investor risk appetite is decreasing, prompting a focus on sectors that align with upcoming policy changes and economic goals for 2026 [7]

【机器人概念盘初大涨 睿能科技等多股涨停】智通财经12月4日电，早盘机器人概念大幅走强，睿能科 技6天5板，骏亚科技、龙溪股份涨停，日盈电子、斯菱股份创历史新高，长盈精密、恒立液压、方正电 机、襄阳轴承涨幅靠前。消息面上，12月3日，特斯拉Optimus团队发布了"擎天柱"人形机器人跑步视 频，并配文称刚刚在实验室刷新了"个人"纪录。此外美国政府正考虑在明年发布一项关于机器人技术的 行政命令。 转自：智通财经 ...