Group 1 - The automation equipment sector increased by 2.46% on December 30, with Boke Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3965.12, unchanged, while the Shenzhen Component Index rose by 0.49% to 13604.07 [1] - Key stocks in the automation equipment sector showed significant price increases, with Boke Co., Ltd. rising by 20.00% to a closing price of 145.99 [1] Group 2 - The sector saw a net inflow of 738 million yuan from institutional investors, while retail investors experienced a net outflow of 709 million yuan [2] - Notable stocks with significant net inflows from institutional investors include Green Harmony with 116 million yuan and Robot with 115 million yuan [3] - Conversely, retail investors showed significant outflows from stocks like Robot and Sanfeng Intelligent, with outflows of 117 million yuan and 98 million yuan respectively [3]

证券代码：688160 证券简称：步科股份 公告编号：2025-072 上海步科自动化股份有限公司 关于股票交易异常波动的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 上海步科自动化股份有限公司（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日收盘价格涨幅偏离值累计达 到 30%。根据《上海证券交易所交易规则》《上海证券交易所科创板股票异常交 易实时监控细则》的有关规定，属于股票交易异常波动情形。 经公司自查并发函问询控股股东及实际控制人，截至 2025 年 12 月 30 日，公司、控股股东及实际控制人均不存在影响公司股票交易异常波动的重大 事项，亦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、上市公司收购、债务重组、业务重组、资产剥离和资产注入等重大 事项。公司未发现前期披露的信息存在需要更正、补充之处。 公司特别提醒广大投资者，注意投资风险，理性决策，审慎投资。 一、股票交易异常波动的具体情况 公司 ...

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） ...

步科股份公告称，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日收盘价格涨幅 偏离值累计达30%，属异常波动。经自查，公司日常经营未变，不存在应披露未披露重大信息，未发现 媒体报道、市场传闻影响股价，董高监等在异常波动期间无买卖公司股票情况。截至12月30日，公司收 盘价145.99元/股，提醒投资者注意投资风险。 ...

每经AI快讯，12月30日，步科股份(688160.SH)公告称，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日收盘价格涨幅偏离值累计达到30%，属于股票交易异常波动情形。经自查，公 司日常经营情况未发生重大变化，市场环境或行业政策未发生重大调整，生产成本和销售等情况未出现 大幅波动。公司、控股股东及实际控制人均不存在对股票交易价格可能产生较大影响或影响投资者合理 预期的应披露而未披露的重大信息。 ...

人形机器人板块大业股份5连板，天奇股份4连板。一图速览今日连板股>> 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。一图速览今日连板股>> | | 连板服务 12.30 一板用头 截到奥新获连板个股 | | | --- | --- | --- | | 股票名称 | 连板天数 | 所属概念 | | 嘉美包装 | 10 | 包装 | | 大业股份 | 5 | 人形机器人+商业航天 | | 锋龙股份 | 5 | 机器人 | | 天奇股份 | ব | 人形机器人 | | 泰尔股份 | ব | 商业航天 | | *ST正平 | ব | 基建 | | 恒大高新 | 3 | 航空航天 | | *ST花王 | 3 | 生态工程 | | ST八菱 | 2 | 汽车零部件 | | 天萱股份 | 2 | 汽车零部件 | | *ST张股 | 2 | 旅游 | | 模塑科技 | 2 | 人形机器人 | | 宏英智能 | 2 | 机器人 | | 御银股份 | 2 | 金融科技 | | 雷科防务 | 2 | 商业航天 | | S ...

Core Viewpoint - The article discusses the performance of the stock market on December 30, highlighting a mixed trading day with the Shanghai Composite Index slightly down while the Shenzhen Component and ChiNext indices showed gains. The article emphasizes the surge in humanoid robot concept stocks and the active performance of sectors like digital currency, AI smartphones, and short drama games, while noting a pullback in the photovoltaic industry chain [3][4]. Market Performance - The Shanghai Composite Index closed at 3965.12, down 0.16% [4] - The Shenzhen Component Index rose by 0.49% to 13604.07 [4] - The ChiNext Index increased by 0.63% to 3242.90 [4] Sector Highlights - Humanoid robot concept stocks experienced a collective surge, with over ten stocks hitting the daily limit up, including: - Buke Co., Ltd. (+20.00% to 145.99) - Haichang New Materials (+19.98% to 30.98) - Wu Zhi Electromechanical (+18.59% to 63.80) [5][6] - The liquid cooling server concept also saw gains, with stocks like Unified Co. and New Times hitting the daily limit up [5][7]. Capital Flow - Main capital inflows were observed in sectors such as general equipment, automotive, and home appliances, while there were outflows from telecommunications, batteries, and photovoltaic equipment [9]. - Notable net inflows included: - Sanhua Intelligent Controls: 2.786 billion - N Qiang Yi: 1.824 billion - Shanzi Gaoke: 1.538 billion [9]. - Significant net outflows were recorded for: - Goldwind Technology: 2.871 billion - Aerospace Development: 2.377 billion - China Satellite: 2.006 billion [9]. Institutional Perspectives - Guotai Junan expressed that the upcoming cross-year market trend presents a good opportunity for positioning during adjustments [10]. - Qianhai Bourbon Fund noted that the market is expected to reverse as anticipated, with indices likely to reach new highs [11]. - Pacific Securities predicted that the cross-year market will start with a broad rally, with the volatility of major stock index options remaining low, suggesting a steeper upward trend ahead [12].

Market Overview - The market opened lower but closed higher, with the Shanghai Composite Index ending flat, marking ten consecutive days of gains. The total trading volume for the day was 2.1 trillion yuan, remaining stable compared to the previous trading day, while over 3,400 stocks declined [1] - The robotics sector saw a collective surge, with nearly 20 stocks, including Boke Co. and Sanhua Intelligent Control, hitting the daily limit. The liquid-cooled server concept also rose, with Unification Holdings reaching the limit and Dingtong Technology increasing by over 10%. The AI agent concept was active, with Kute Intelligent and Nanxing Co. also hitting the limit. Conversely, the Hainan Free Trade Zone concept fell, with Junda Co. dropping over 7%, and the commercial aerospace concept adjusted, with the leading stock Shenjian Co. hitting the limit down [1] Fund Flow - Main funds focused on sectors such as automotive parts, advertising marketing, and general equipment, with notable net inflows into stocks like Shanzi Gaoke, China Satellite Communications, and Shuo Beid [2] Key News - The Central Rural Work Conference emphasized the need to enhance grain production capacity, aiming for a new round of actions to increase grain output by a billion jin. It highlighted the importance of agricultural modernization and improving food supply capabilities [3] - The Ministry of Industry and Information Technology called for accelerated development of national new-type internet exchange centers, supporting their establishment in regions with strong demand and good infrastructure to enhance efficient cross-regional and cross-industry data flow [4] - Multiple currency ETFs experienced unusual market activity, prompting fund companies to issue risk alerts regarding premium risks, particularly as year-end demand for cash management tools increases [5] Market Outlook - Dongfang Securities noted that the market is gradually building upward momentum, with the "cross-year" rally expected to continue. The Shanghai Composite Index has shown significant rebound trends, and the strong performance of leading stocks suggests a strategic bullish outlook [6] - Guotou Securities indicated that the probability of market fluctuations is higher than that of accelerated increases, as the recent gains have been modest compared to previous streaks, and trading volume has not significantly expanded [7]

Group 1 - The core viewpoint of the news highlights the strong performance of the Robot ETF (159770), which has seen a significant increase in trading volume and net inflow of funds, indicating growing investor interest in the robotics sector [1][3]. - As of December 29, the Robot ETF reached a new high with a total size of 10.527 billion yuan and 10.263 billion shares, marking a record since its inception [1]. - The underlying index, the CSI Robot Index (H30590), rose by 3.39%, with notable increases in constituent stocks such as Bote Co., Ltd. (20.00%), Greentech Harmony (11.65%), and New Times Da (10.01%) [1]. Group 2 - The Robot ETF is the largest robot-themed ETF in the Shenzhen market, covering various segments including humanoid robots, industrial robots, and service robots, allowing investors to easily access the entire robotics industry chain [1]. - Recent industry news indicates that Optimus is set to begin batch deliveries in Q1 2026, with a total production capacity of 80,000 to 100,000 units, which is expected to stimulate trading activity in the robotics sector [3]. - Analysts anticipate that the upcoming Gen3 release event in early 2026 will further catalyze the humanoid robot sector, with expectations of increased production and finalized solutions driving market interest [3].

Group 1 - The robotics sector is experiencing a significant rise, with institutions noting major updates from Sanhua, including the upcoming contract for Optimus, which is set to begin phased deliveries in Q1 2026, covering 80,000 to 100,000 units, including orders for 2027, and securing supply rights for all 14 rotary joints and some linear actuators [1] - Yushu announced that its first national store will open on December 31 in Beijing's JD MALL, while a team from Harbin Institute of Technology has achieved milestones in humanoid robots and dexterous hands in collaboration with Boshih [1] - As of December 30, 2025, the Guozheng Robotics Industry Index (980022) surged by 4.71%, with constituent stocks such as Haoshi Electromechanical (300503) and Buke Co., Ltd. (688160) both rising by 20.00%, and other stocks like Shuanghuan Transmission (002472) and Green Harmonic (688017) also seeing gains [1] Group 2 - As of November 28, 2025, the top ten weighted stocks in the Guozheng Robotics Industry Index (980022) include Shuanghuan Transmission (002472), Ecovacs (603486), and Green Harmonic (688017), collectively accounting for 40.47% of the index [2] - The Penghua Robotics ETF (159278) has associated off-market links (A: 025698; C: 025699; I: 025700) [2]