Market Overview - On December 4, A-shares showed mixed performance with the Shanghai Composite Index down 0.06% at 3875 points, while the Shenzhen Component Index rose by 0.4% and the ChiNext Index increased by 1.01% [1][2] - The total trading volume in the Shanghai and Shenzhen markets was 1.55 trillion yuan, a decrease of 121 billion yuan compared to the previous trading day [1] Sector Performance - The robotics sector experienced a surge, with stocks like Hengerdai, Haichang New Materials, and Huawu Co. hitting the 20% daily limit up [4][5] - The commercial aerospace concept also strengthened, with multiple stocks including Dahua Intelligent and Sichuan Jinding reaching their daily limit [7] - The semiconductor sector saw gains, with Hongwei Technology rising over 9% [9][10] - The film and cinema sector rallied, with Bona Film Group increasing by over 9% [11][12] - The Hainan sector faced declines, with stocks like Roniu Mountain and Hainan Ruize hitting the daily limit down [13][14] - The liquor sector weakened, with companies like Shede Liquor and Luzhou Laojiao dropping over 3% [15][16] Key Stock Movements - Notable gainers in the robotics sector included: - Hengerdai: +20.01% at 58.60 yuan - Haichang New Materials: +19.99% at 25.57 yuan - Huawu Co.: +19.96% at 11.24 yuan [5][8] - In the commercial aerospace sector, Haichang New Materials and Huawu Co. also saw significant increases [7] - The semiconductor sector's notable performers included: - Hongwei Technology: +9.55% at 28.00 yuan - Zhongke Blue News: +8.90% at 158.53 yuan [10] - In the film sector, Bona Film Group rose by 9.06% to 8.55 yuan [12] Future Outlook - UBS China strategists expect the A-share market to continue its upward trend, projecting an increase in earnings growth to 8% in 2026, up from 6% in 2025 [19]

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].

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 ...

12月4日，机器人概念大幅走强，睿能科技(603933)6天5板，骏亚科技(603386)、龙溪股份(600592)涨 停，斯菱股份(301550)创历史新高，长盈精密(300115)、恒立液压(601100)、方正电机（维权） (002196)、襄阳轴承(000678)涨幅靠前。 涨停个股中，睿能科技表现亮眼。作为工业自动化领域的细分龙头，睿能科技成立于2007年并于2017年 登陆上交所主板，凭借在电控系统与芯片分销领域的深厚积累，构建起覆盖 "控制层、驱动层、执行 层" 的工业自动化产品体系。 MACD金叉信号形成，这些股涨势不错！ 【异动原因：特斯拉"擎天柱"人形机器人实验室刷新了"个人"纪录】 12月4日，A股市场探底回升，创业板指盘中涨超1%，此前一度跌超0.5%。沪深两市半日成交额1.03万 亿，较上个交易日缩量350亿。盘面上，机器人板块爆发，上演强势领涨行情。截至发稿，国证机器人 产业指数大涨3.1%，成份股表现多点开花，睿能科技6天5板，骏亚科技、龙溪股份、日发精机、泰尔 股份、巨轮智能、海昌新材、固高科技等多股涨停；国产谐波减速器龙头绿的谐波上涨7%以上，丰立 智能、鼎智科技等核心零部件 ...

来源：上海证券报·中国证券网 来源：上海证券报·中国证券网 上证报中国证券网讯（记者 孙小程）12月4日，睿能科技盘中一度涨停。截至10:16，报27.60元/股，上 涨5.75%。 12月3日，睿能科技发布股票交易异常波动公告表示，公司主要从事工业自动化控制产品的研发、生 产、销售业务和IC产品分销业务，不从事机器人整机制造业务。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，机器人不是主要应用领域，2025年前三季度，应用于机器人领 域的营业收入约1678万元，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。 上证报中国证券网讯（记者 孙小程）12月4日，睿能科技盘中一度涨停。截至10:16，报27.60元/股，上 涨5.75%。 12月3日，睿能科技发布股票交易异常波动公告表示，公司主要从事工业自动化控制产品的研发、生 产、销售业务和IC产品分销业务，不从事机器人整机制造业务。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，机器人不是主要应用领域，2025年前三季度，应用于机器人领 域的 ...

12月4日，三大指数小幅高开后回调，截至发稿均已翻绿。 与此同时，宇树科技、乐聚智能、智元机器人等人形机器人头部整机厂密集启动IPO、并购上市等资本化动作，行业开始迈入"产业化+资本化"双轮驱动 的爆发前夜。除谋求A股上市，今年以来已有乐动机器人、优艾智合、珞石机器人等多家机器人企业递交港股招股书，拟于主板上市。 高工机器人产业研究所（GGII）数据显示，2024年全球人形机器人市场规模约10.17亿美元，预计2030年将达150亿美元，年复合增长率超56%；同期销量 从1.19万台增至60.57万台。中国市场前景也很广阔，2030年规模预计达380亿元人民币，销量跃升至27.12万台，占全球份额44.77%。这一庞大市场空间为 产业发展注入强劲动能。 近期获得市场高度关注的AI手机板块，12月4日震荡回调，道明光学跌停，东田微、奥尼电子、美芯晟、弘信电子等跟跌。 | 名称 | 最新 | 涨幅 | | --- | --- | --- | | 深证成指 | 12897.03 | -0.45% | | 上证指数 | 3865.71 | -0.32% | | 创业板指 | 3020.49 | -0.54% | 盘面 ...

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]

消息面上，福建日报12月2日称，福建再推12条惠台利民政策措施，包括支持台企台商发展、优化台胞台 企办税服务、推进对台商贸文旅交流合作等。 日前福建"十五五"规划建议发布，提到要适度超前建设交通物流基础设施，构建立体式综合性对台通道枢 纽，推进向金门、马祖通水通电通气通桥大陆侧项目建设。 | | | | | 福建省板块个股 | | | | --- | --- | --- | --- | --- | --- | --- | | 序号 | 代码 | 名称 | | 涨幅%↓ | 总市值 | 年初至今涨幅%。 | | 1 | 301136 | 招标股份 | 1 | 11.13 | 67.34亿 | 106.67 | | 2 | 002512 | 达华智能 | 策 | 10.09 | 70.42亿 | 33.54 | | 3 | 002300 | 太阳电缆 | 1 | 10.05 | 68.04 乙 | 79.25 | | 4 | 003016 | 欣贺股份 | 第 | 10.01 | 48.53 Z | 33.41 | | ഗ | 603696 | 安记食品 | 1 | 10.01 | 41.63 乙 | 117.4 ...

格隆汇12月4日｜A股市场机器人概念股今早集体高开，其中，固高科技涨超12%，睿能科技10CM涨停， 唯科科技涨超8%，斯菱股份、五洲新春（维权）涨超6%，龙洲股份、开特股份、万达轴承、长盈精密、 拓普集团、恒辉安防、涛涛车业、方正电机（维权）、浙江荣泰涨超5%。 | | | | | 机器人概念板块个股 | | | | --- | --- | --- | --- | --- | --- | --- | | 序号 代码 | | 名称 | o | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | 1 | 301510 | 固高科技 | 兼 | 12.39 | 152亿 | 45.83 | | 2 | 603933 | 睿能科技 | | 10.00 | 59.59亿 | 85.43 | | 3 | 301196 | 唯科科技 | | 8.50 | 99.77亿 | 144.08 | | 4 | 301550 | 斯裁股份 | | 6.45 | 260亿 | 226.00 | | 5 | 603667 | 五洲新春 | | 6.01 | 179亿 | 98.64 | | 6 | 002682 | 龙洲股份 | 1 ...

| 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 ...