智通财经APP讯，五洲新春(603667.SH)披露关于股票交易异常波动公告，公司控股股东之一致行动人 浙江五洲新春集团控股有限公司("五洲控股")于2025年11月3日～2025年12月29日完成减持公司股份 999.98万股，减持比例达2.73%，减持总金额4.81亿元。 ...

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]

格隆汇12月30日｜五洲新春(603667.SH)公告称，公司控股股东、实控人张峰、俞越蕾回复问询函，称 除已披露信息外，不存在影响公司股票价格异常波动的重大事项，也不存在其他应披露而未披露的重大 信息。公司控股股东之一致行动人浙江五洲新春集团控股有限公司已减持公司股份9,999,810股，减持比 例2.73%，张迅雷减持24,700股，宋超江减持16,600股。减持计划已实施完毕，实际减持情况与此前披 露的减持计划一致。 ...

证券代码：603667 证券简称：五洲新春 公告编号：2025-101 浙江五洲新春集团股份有限公司 关于股票交易异常波动公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 一、股票交易异常波动的具体情况 公司股票于 2025 年 12 月 26 日、12 月 29 日、12 月 30 日连续三个交易日内 收盘价格涨幅偏离值累计超过 20%，根据《上海证券交易所交易规则》的有关规 定，属于股票价格异常波动。 二、公司关注并核实的相关情况 （一）生产经营情况 －1－ 浙江五洲新春集团股份有限公司（以下简称"公司"）股票于 2025 年 12 月 26 日、12 月 29 日、12 月 30 日连续三个交易日内收盘价格涨幅偏 离值累计超过 20%，根据《上海证券交易所交易规则》的有关规定，属 于股票价格异常波动。鉴于公司股票价格短期涨幅较大，可能存在非理 性炒作风险，公司提醒广大投资者注意二级市场交易风险，理性决策， 审慎投资。 截至 2025 年 12 月 30 日，公司最新的 TTM 市盈率为 254.2 ...

证券代码：603667 证券简称：五洲新春 公告编号：2025-100 | 一、减持主体减持前基本情况 | | --- | | 股东名称 | 浙江五洲新春集团控股有限公司 | | --- | --- | | 股东身份 | 控股股东、实控人及一致行动人 √是 □否 | 1 浙江五洲新春集团股份有限公司 控股股东之一致行动人及董事、高级管理人员 减持股份结果公告 本公司董事会、全体董事及相关股东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： 2025 年 10 月 11 日，公司披露了《五洲新春控股股东之一致行动人及 董事、高级管理人员减持股份计划公告》，并分别于 2025 年 11 月 18 日、2025 年 12 月 20 日披露《五洲新春关于持股 5%以上股东权益变动 触及 1%刻度的提示性公告》。 截至本公告披露日，五洲控股减持公司股份 9,999,810 股，张迅雷先 生减持公司股份 24,700 股，宋超江先生减持公司股份 16,600 股。 上述减持主体存在一致行动人： 股东名称 持股数量 （股） 持股比例 一致行动关系 ...

本人及一致行动人亦将严格遵守《上海证券交易所股票上市规则》等有关规 定，依法履行信息披露义务。 五洲新春控股股东、实际控制人 关于公司股票交易异常波动问询函的回复 浙江五洲新春集团股份有限公司： 本人于 2025 年 12 月 30 日收到贵司发来的《关于五洲新春股票交易异常波 动问询函》，经本人自查确认，现回复如下： 张峰先生作为浙江五洲新春集团股份有限公司（以下简称"五洲新春"或"公 司"）的控股股东，张峰先生、俞越蕾女士作为公司的实际控制人，截至目前， 除五洲新春在指定媒体已披露信息之外，公司控股股东、实控人及一致行动人均 不存在影响五洲新春股票价格异常波动的重大事项；不存在其他应披露而未披露 的重大信息，包括但不限于重大资产重组、股份发行、收购、债务重组、业务重 组、资产剥离、资产注入、股份回购、股权激励、引进战略投资者等重大事项。 本人及一致行动人在本次股票异常波动期间未买卖五洲新春股票。 五洲新春控股股东、实际控制人：张 峰 、俞越蕾 2025 年 12 月 30 日 特此回复。 ...

Group 1 - The core viewpoint of the article highlights that Wuzhou New Spring (603667) has experienced significant stock price fluctuations, prompting the company to issue a warning about potential irrational speculation risks in the market [1] - As of December 30, the company's latest TTM (Trailing Twelve Months) price-to-earnings ratio stands at 254.29 times, which is substantially higher than the industry average [1] - The industry classification for the company, according to the CSRC (China Securities Regulatory Commission), is "C34 General Equipment Manufacturing," with the latest TTM price-to-earnings ratio for this sector being 60.05 times [1]

Core Insights - The general equipment sector experienced a rise of 0.88% on December 30, with Fengguang Precision leading the gains [1] - The Shanghai Composite Index closed at 3965.12, showing no change, while the Shenzhen Component Index rose by 0.49% to 13604.07 [1] Stock Performance - Fengguang Precision (code: 920510) closed at 23.48, up 17.58% with a trading volume of 173,100 shares and a transaction value of 380 million [1] - Daye Co., Ltd. (code: 603278) saw a 10.01% increase, closing at 15.49 with a trading volume of 262,400 shares [1] - Wuzhou Xinchun (code: 603667) increased by 9.99%, closing at 63.62 with a trading volume of 411,400 shares [1] - Wald (code: 688028) rose by 9.19%, closing at 64.97 with a trading volume of 141,800 shares [1] - WanDa Bearings (code: 920002) increased by 6.12%, closing at 114.64 with a trading volume of 27,700 shares [1] Capital Flow - The general equipment sector saw a net outflow of 35.17 million from institutional investors, while retail investors contributed a net inflow of 23.2 million [2] - The main stocks with significant capital inflow included Aerospace Power (code: 600343) with a net inflow of 29.2 million, and Keli Sensor (code: 603662) with 99.82 million [3] - Retail investors showed a net inflow in Fengguang Precision, with a net inflow of 54.56 million, while other stocks like Wuzhou Xinchun and Wald experienced net outflows from retail investors [3]

Group 1 - The report emphasizes that global liquidity is continuously improving, which is expected to enhance equity asset returns, particularly in the context of AI-related software and edge applications [1][7][11] - The report suggests that the growth space for small-cap and growth sectors is likely to expand due to synchronized global monetary policy easing [7][11] - The report highlights the significant advancements in AI models, particularly with the release of Gemini 3.0 and GPT-5.2, which are expected to drive substantial commercial opportunities in AI applications [21][28][39] Group 2 - The report identifies key companies to watch, including Blue Sky Technology and Spring Wind Power, which are expected to benefit from AI-related growth [8][65] - It also mentions companies like Jieshun Technology and Kaige Precision Machinery, which are positioned to capitalize on AI-driven product releases and innovations [7][65] - The report notes that the valuation of small-cap stocks remains low, with PE ratios for the National Index 2000 and the Growth Enterprise Market Index at 57.1x and 41.21x respectively, indicating potential for further valuation recovery [65]

每经AI快讯，12月30日，Wind数据显示，A股市场共计67只个股涨停。其中，人形机器人板块多股连 板，大业股份5连板，天奇股份4连板，模塑科技、五洲新春、步科股份2连板。 （文章来源：每日经济新闻） ...