Core Viewpoint - RuiNeng Technology issued an announcement clarifying its business focus and addressing stock price fluctuations related to humanoid robot concepts [1][2] Group 1: Stock Performance - RuiNeng Technology's stock experienced a cumulative price increase of 20% over three consecutive trading days from November 26 to 28, 2025, which is classified as abnormal trading activity according to Shanghai Stock Exchange regulations [1][2] Group 2: Business Clarification - The company clarified that its industrial automation control products are primarily used in sectors such as textiles and machine tool processing, rather than in humanoid robotics [1][2] - For the first three quarters of 2025, revenue from applications in the robotics sector was approximately 16.78 million yuan, accounting for about 1.02% of total revenue [1][2] - The company indicated that future revenue growth from industrial control products in the robotics application area is uncertain and will not have a significant impact on overall company performance [1][2]

格隆汇12月1日丨睿能科技(603933.SH)公布，平潭捷润于2025年11月1日至2025年12月1日，通过集中竞 价方式减持公司股份150万股，占睿能科技股份总数的0.72%。本次减持后，股东平潭捷润权益变动触 及1%刻度。 ...

Core Viewpoint - The company clarifies its business focus on industrial automation control products and IC product distribution, rather than being classified as a humanoid robot concept stock [1] Group 1: Business Overview - The company primarily engages in the research, development, production, and sales of industrial automation control products and IC product distribution [1] - The industrial automation control products are mainly applied in sectors such as textiles, machine tool processing, metallurgy, and energy power [1] Group 2: Financial Performance - For the first three quarters of 2025, the revenue from applications in the robotics sector amounted to approximately 16.78 million yuan, accounting for about 1.02% of the company's total revenue [1] - The company indicates that there is significant uncertainty regarding the future performance growth of its industrial control products in the robotics application field, which will not have a major impact on overall company performance [1]

Core Viewpoint - The company clarifies its position regarding media classification as a humanoid robot concept stock, emphasizing that its primary business is in industrial automation control products, with limited revenue from robotics applications [1] Group 1: Company Operations - The company's industrial automation control products are mainly used in textiles, machine tool processing, metallurgy, and energy power sectors [1] - Revenue from robotics applications for the first three quarters of 2025 is approximately 16.78 million yuan, accounting for about 1.02% of total revenue [1] - The company indicates that future performance growth in the robotics application sector is highly uncertain and will not have a significant impact on overall company performance [1] Group 2: Shareholder Activity - The shareholder, Pingtan Jierun Equity Investment Management Partnership (Limited Partnership), has reduced its stake by selling 1.5 million shares through centralized bidding [1] - The shareholder is still within the period of the reduction plan [1]

证券代码：603933 证券简称：睿能科技 公告编号：2025-058 福建睿能科技股份有限公司 针对部分媒体将公司归类为人形机器人概念股的情况，现澄清如下：公司工 业自动化控制产品主要应用于纺织、机床加工、冶金、能源电力等领域，其中 2025 年前三季度应用到机器人领域的营业收入金额约 1,678 万元，占公司营业 收入比例约 1.02%，后续公司工控产品在机器人应用领域的业绩增长存在较大不 确定性，对公司业绩无重大影响。敬请投资者谨慎决策，注意投资风险。 股票交易风险提示公告 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个别及连带责任。 重要内容提示： ●股票交易风险提示：福建睿能科技股份有限公司（以下简称"公司"）股 票交易于 2025 年 11 月 26 日、2025 年 11 月 27 日、2025 年 11 月 28 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的情况，公司已于 2025 年 11 月 29 日对外 披露了《公司股票交易异常波动公 ...

证券代码：603933 证券简称：睿能科技 公告编号：2025-057 福建睿能科技股份有限公司关于 股东平潭捷润权益变动触及 1%刻度的提示性公告 股东平潭捷润保证向本公司提供的信息真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 投资者及其一致行动人的身份 □控股股东/实际控制人及其一致行动人 □其他 5%以上大股东及其一致行动人 □合并口径第一大股东及其一致行动人 （仅适用于无控股股东、实际控制人） ☑其他____上市前员工持股平台________ 重要内容提示： 权益变动方向 比例增加□ 比例减少☑ 权益变动前合计比例 4.59% 权益变动后合计比例 3.87% 本次变动是否违反已作出的承诺、意向、计划 是□ 否☑ 是否触发强制要约收购义务 是□ 否☑ 信息披露义务人平潭捷润股权投资管理合伙企业（有限合伙）无一致行动人； 住所为平潭综合实验区金井湾片区商务营运中心6号楼5层511室-x01306。 二、 权益变动触及 1%刻度的基本情况 信息披露义务人股东平潭捷润股权 ...

Core Viewpoint - The company, Ruineng Technology, has experienced a significant stock price fluctuation, with a cumulative increase of 20% over three consecutive trading days, prompting a clarification regarding its business focus and revenue sources [1] Group 1: Stock Performance - The company's stock trading showed an abnormal fluctuation, with a cumulative closing price increase of 20% over the trading days of November 26, 27, and 28, 2025 [1] - This fluctuation falls under the category of abnormal stock trading as per the Shanghai Stock Exchange regulations [1] Group 2: Business Clarification - The company clarified its primary business focus, stating that its industrial automation control products are mainly used in sectors such as textiles, machine tool processing, metallurgy, and energy power [1] - The revenue from the robotics sector for the first three quarters of 2025 amounted to approximately 16.78 million yuan, accounting for about 1.02% of the company's total revenue [1] - The company indicated that there is significant uncertainty regarding future revenue growth from its industrial control products in the robotics application area, asserting that it does not have a major impact on overall company performance [1]

Group 1: New Stock Offerings - Tianpu Co., Ltd. (Stock Code: 605255) has a tender offer period from November 20, 2025, to December 19, 2025[1] - Jianglong Shipbuilding (Stock Code: 300589) reported severe abnormal fluctuations[1] - Peking University Medicine (Stock Code: 000788) announced a trading update[1] Group 2: Trading Updates - Tongyu Communication (Stock Code: 002792) reported a trading update on December 1, 2025[1] - Daoming Optics (Stock Code: 002632) also provided a trading update on December 1, 2025[1] - Rongji Software (Stock Code: 002474) issued a trading update on December 1, 2025[1] Group 3: Abnormal Fluctuations - Ruineng Technology (Stock Code: 603933) reported a trading update on November 29, 2025, with a fluctuation of 6%[1] - Maoye Commercial (Stock Code: 600828) also reported a fluctuation of 6% on November 29, 2025[1] - Heshun Petroleum (Stock Code: 603353) reported a fluctuation of 7% on November 29, 2025[1]

Market Overview - On the first trading day of December, A-shares experienced a positive start with the Shanghai Composite Index rising by 0.65%, the Shenzhen Component Index increasing by 1.25%, and the ChiNext Index up by 1.31% [1] - The total market turnover reached 1.8894 trillion yuan, with nearly 3,400 stocks rising [1] Sector Performance - The smart speaker and consumer electronics sectors showed strong performance throughout the day, while the storage chip concept also experienced fluctuations and strength [3][6] - Notably, the storage chip sector saw significant gains, with companies like Beijing Junzheng and Kexiang shares hitting the daily limit of 20% [6] Storage Chip Industry Insights - The storage chip industry is currently experiencing a price surge, with major manufacturers indicating that price fluctuations are a normal part of the industry cycle [11] - Companies like Xingchen Technology and Dawi Co. have implemented strategies to manage inventory and order risks in response to price volatility [11] - Long-term demand for innovative solutions in AI inference storage is increasing, with some clients seeking long-term supply agreements extending to 2027, indicating sustained high demand in the storage sector [11] Ice and Snow Industry Developments - The ice and snow industry saw a notable surge in activity, particularly with the stock of Iceberg Cold Chain hitting the daily limit [12] - The upcoming 12th National Public Ice and Snow Season, set to launch in late December in Changchun, is expected to drive significant growth in the ice and snow economy, which is seen as a strong segment within the tourism industry [15] - The event will feature over 300 ice and snow competitions and activities, enhancing the growth potential of the ice and snow industry as a key driver for domestic demand [15]

Investment Rating - Industry investment rating is "Overweight" [1] Core Views - The report highlights that the A-share market indices have shown significant recovery, with the CSI 300, ChiNext 300, STAR 50, CSI 500, and CSI 1000 indices increasing by 1.64%, 4.68%, 3.21%, 3.14%, and 3.77% respectively, with the ChiNext 300 showing the most notable rebound [10][11] - The humanoid robot sector is identified as a crucial downstream application of AI technology, with domestic industrial manufacturing leading globally. The report anticipates that as products from companies like Tesla and Zhiyuan mature, the industry chain will accelerate [3][22] - The application of diamond heat dissipation is gaining recognition among downstream customers, particularly as the semiconductor industry progresses towards 2nm and 1nm technologies. The report emphasizes the importance of timely heat dissipation to maintain chip performance and reliability [3][22] - The 2025 Intel Technology Innovation and Industry Ecosystem Conference in Chongqing introduced the first dual-path cold plate liquid cooling server, indicating a growing demand for liquid cooling equipment driven by AI data center construction [3][22] - Optical Circuit Switch (OCS) technology is advancing rapidly, particularly with Google's development of next-generation technologies, which is expected to accelerate the industry chain [3][22] Summary by Sections Weekly Market Review - The humanoid robot sector has shown a mixed performance, with the top five gaining stocks being Lixing Co., Changying Precision, Chaojie Co., Ruineng Technology, and GAC Group, while the top five losing stocks include Huada Technology, Runhe Software, Jiangte Electric, Tonghui Electronics, and Lihexing [19][20] Recent Hotspots and Events - Invech's AI temperature control solution has achieved over 22% energy savings for data centers, addressing high energy consumption issues in the manufacturing industry's digital transformation [2][25] Key Emerging Industry Company Tracking - Zhongchuang Zhiling has announced a bank loan guarantee to support its subsidiary, while Guojijiang has highlighted the potential of diamond heat dissipation applications in the semiconductor field, with expected revenues exceeding 10 million yuan by 2025 [22][23] - Anpeilong is expanding its R&D team for force sensor products, aiming to enhance its capabilities in the robotics sector [23][24]