南方财经1月9日电，锋龙股份（002931.SZ）延续狂热走势，以一字涨停开盘，截至10时09分，报51.06 元/股，封板资金达35.6亿元。这已是该股自2025年12月17日以来的第11个涨停板，且为12月25日复牌后 的连续第10个一字涨停，该连板数已超越2025年"牛股之王"上纬新材（688585.SH）的10连板纪录，成 为当下市场最耀眼的机器人概念股。查看原文：超越上纬新材！搭上优必选，锋龙股份豪取11连板刚刚 ...

Group 1 - South Korean President Lee Jae-myung visited Shanghai and interacted with the ZhiYuan Expedition A2 humanoid robot at the China-South Korea Innovation and Entrepreneurship Forum [1][3] - The ZhiYuan Expedition A2 is the world's first full-size humanoid robot to achieve large-scale commercial deployment and has received triple certification from China, the US, and Europe [3] - At CES 2026 in Las Vegas, ZhiYuan Robotics showcased multiple humanoid robot products, including the Expedition A2, which performed multilingual interactions and dance [3] Group 2 - ZhiYuan Robotics launched the first large language model-driven open-source simulation platform, Genie Sim 3.0, at CES 2026, which can quickly generate high-fidelity digital twin environments [4] - The platform utilizes a handheld 3D laser scanner and combines high-resolution RGB, LiDAR point clouds, and RTK positioning to achieve millimeter-level replication of real environments [4] - ZhiYuan Robotics announced the open-sourcing of a simulation dataset covering over 100,000 scenarios, including thousands of hours of real-world operation data [4] Group 3 - ZhiYuan Robotics partnered with AI company MiniMax to enhance voice interaction experiences for their robots, creating a personalized voice synthesis system [5] - MiniMax will also assist in expanding entertainment applications for ZhiYuan Robotics' products through a self-developed music generation model [5] - The collaboration signifies the acceleration of multimodal AI technology into the embodied intelligence sector, aiming to improve emotional interaction and adaptability of robots [5] Group 4 - The Qiyuan Q1, a compact humanoid robot developed by Shangwei New Materials, was unveiled at CES, featuring portable design and robust performance [7] - The vision of Shangwei Qiyuan is to make embodied intelligence accessible to every individual and household, marking a new phase in personal robotics [7] - In July 2025, ZhiYuan Robotics acquired Shangwei New Materials, with a clear division of focus: Shangwei on consumer products and ZhiYuan on B2B and industrial markets [7] Group 5 - Dong Hao, a tenured associate professor from Peking University, joined Shangwei New Materials as Chief Scientist, focusing on embodied intelligence model research and strategic development [8] - Dong Hao has published over 90 papers in top international conferences and journals, with significant citations, and has received multiple international awards [8]

Group 1 - South Korean President Lee Jae-myung visited Shanghai and interacted with the ZhiYuan Expedition A2 humanoid robot at the China-South Korea Innovation and Entrepreneurship Forum, highlighting the robot's commercial service capabilities [1][2] - The ZhiYuan Expedition A2 is the world's first full-size humanoid robot to achieve large-scale commercial deployment and obtain triple certification from China, the US, and Europe [2] - At CES 2026 in Las Vegas, ZhiYuan Robotics showcased multiple humanoid robot products, including the Expedition A2, which performed multilingual interactions and dance, and the four-legged robot KUTU D1, which utilizes reinforcement learning for complex terrain inspections [2] Group 2 - ZhiYuan Robotics launched the Genie Sim 3.0, an open-source simulation platform powered by a large language model, capable of creating high-fidelity digital twin environments using advanced technologies [3] - The platform integrates real-world data collection methods and will open-source a vast dataset of simulation assets, covering over 100,000 scenarios for evaluation [3] - ZhiYuan Robotics partnered with AI company MiniMax to enhance the voice interaction experience of its robots, aiming for personalized voice synthesis and improved emotional interaction capabilities [5] Group 3 - The Q1 humanoid robot, developed by Shangwei New Materials, was unveiled at CES, designed for portability and user-friendliness, marking a new phase in personal robotics [7] - Shangwei New Materials focuses on consumer-oriented personal robot products, while ZhiYuan Robotics continues to target B2B and industrial markets following its acquisition of Shangwei [7] - The appointment of Dong Hao as Chief Scientist at Shangwei New Materials emphasizes the company's commitment to advancing embodied intelligence and related technologies [8]

Core Insights - The visit of South Korean President Lee Jae-myung to Shanghai included an interaction with the ZhiYuan Expedition A2 humanoid robot, highlighting the growing interest in humanoid robotics in commercial and entertainment sectors [1][3] - ZhiYuan Robotics showcased multiple humanoid robots at CES 2026, including the Expedition A2, which is the first full-size humanoid robot to achieve large-scale commercial deployment and receive triple certification from China, the US, and Europe [3] - The launch of the Genie Sim3.0, an open-source simulation platform by ZhiYuan Robotics, marks a significant advancement in creating high-fidelity digital twin environments for robotics applications [4] Company Developments - ZhiYuan Robotics has partnered with AI company MiniMax to enhance voice interaction capabilities for its robots, aiming to create personalized voice profiles and improve emotional interaction [5] - The introduction of the Qiyuan Q1 robot by Shangwei New Materials at CES 2026 signifies a shift towards consumer-oriented personal robots, with a focus on portability and user-friendliness [7] - The acquisition of Shangwei New Materials by ZhiYuan Robotics in 2025 has led to a clear division of focus, with Shangwei targeting consumer markets and ZhiYuan concentrating on B2B and industrial applications [7] Talent Acquisition - The appointment of Dong Hao, a prominent academic in embodied intelligence, as Chief Scientist at Shangwei New Materials indicates a strategic move to bolster R&D in the field of embodied intelligence and robotics [8]

Core Insights - The CES 2026 showcased the world's first small-sized humanoid robot, Q1, developed by the company, which emphasizes continuous learning and deep personalization capabilities [1][2] - The event highlighted a shift towards practical applications of AI, moving away from complex concepts to tangible results, indicating a significant transformation in the hardware sector [1] - Q1's innovative features include a compact design that retains force control performance and high dynamic response, making it accessible for various users, from researchers to children [1] Industry Impact - The introduction of Q1 sets a new benchmark for personal robots globally, filling a gap in the personal robot category and providing a practical development model for the industry [2] - The launch aligns with NVIDIA's announcement of AI becoming a "default configuration" across various sectors, marking a significant milestone in the evolution of AI hardware [2] - The CES 2026 is seen as a pivotal moment for the emergence of AI-native hardware, indicating a "Cambrian explosion" of new AI hardware species [2]

Group 1 - The core viewpoint of the news is that Shangwei New Materials has seen a significant increase in stock price, rising by 5.14% to 133.88 CNY per share, with a total market capitalization of 54.002 billion CNY [1] - Shangwei New Materials specializes in the research, production, and sales of environmentally friendly high-performance corrosion-resistant materials, materials for wind turbine blades, and new composite materials [1] - The revenue composition of Shangwei New Materials is as follows: 46.26% from environmentally friendly high-performance corrosion-resistant materials, 40.07% from wind turbine blade materials, 6.14% from resale and others, 5.69% from new composite materials, and 1.84% from circular economy materials [1] Group 2 - From the perspective of fund holdings, the Tongtai Fund has a significant position in Shangwei New Materials, with its Tongtai Competitive Advantage Mixed A Fund holding 78,100 shares, representing 9.16% of the fund's net value [2] - The Tongtai Competitive Advantage Mixed A Fund has a total scale of 18.4906 million CNY and has experienced a year-to-date loss of 0.49%, ranking 8786 out of 8825 in its category [2] - The fund manager, Wang Xiu, has been in position for 1 year and 345 days, with the best fund return during this period being 171.53% and the worst being 32.17% [2]

Core Viewpoint - In 2025, A-shares experienced a "slow bull" trend driven by ample liquidity, policy catalysts, and a technology cycle, with the Shanghai Composite Index rising by 18.41% and the Shenzhen Component Index increasing by 29.87% [2] Group 1: Market Performance - The Shanghai Composite Index surpassed 4000 points for the first time in ten years, while the ChiNext Index surged by 49.57%, leading global major markets [2] - A total of 1086 companies in A-shares reached historical highs in 2025, with an average increase of 95.22% [2] - The top five industries with the most companies reaching historical highs were General Equipment, Auto Parts, Semiconductors, Specialized Equipment, and Chemical Pharmaceuticals, with average increases of 111.50%, 117.95%, 84.67%, 87.92%, and 76.06% respectively [2] Group 2: Individual Stock Highlights - Among the 1086 companies, 353 saw stock prices rise over 100%, 104 over 200%, and 38 over 300% [5] - The company with the highest increase was Shangwei New Materials, which rose by 1820.29%, reaching a peak price of 132.50 yuan [5][8] - Other notable companies included Tianpu Co., which increased by 1645.35%, and several companies in the automotive and communication equipment sectors [5] Group 3: Semiconductor Sector - The semiconductor sector had 61 companies reaching historical highs, with 33 of them increasing by at least 50% [14] - The demand for storage chips is expected to grow significantly due to advancements in AI and the upcoming release of new products by major companies like NVIDIA [13] - Companies such as Yingxin Development and Tongcheng New Materials saw significant stock price increases, driven by the AI boom [9][14] Group 4: Institutional Investment - Institutional investments played a crucial role in the stock price increases, with 563 companies having public fund holdings exceeding 1% and 350 with foreign investment [15] - Among the companies that reached historical highs, 50 had both public fund and foreign investment holdings exceeding 5% [15]

Group 1: Market Overview - As of December 31, 2025, the total market capitalization of A-share listed companies in Shanghai reached 10.97 trillion yuan, a year-on-year increase of 30.35% [5] - The net profit for the first three quarters of 2025 was 361.43 billion yuan, reflecting a year-on-year growth of 13.34% [7] - Shanghai's listed companies are recognized as leaders in high-quality development, showcasing resilience and innovation amid complex external environments [1] Group 2: Stock Performance - The star performer on the STAR Market was Shangwei New Materials, with an annual increase of 1812%, marking a significant capital market success [2][3] - Other notable stocks included Feilinggel and Shunhao Co., both with increases exceeding 500%, indicating a strong "wealth creation effect" in the STAR Market [2] - High-growth companies are primarily concentrated in hard technology and high-growth sectors, reflecting a trend towards high-end manufacturing and technological innovation in Shanghai [2] Group 3: Sector Contributions - The financial sector continues to play a stabilizing role, with major banks like Bank of Communications and Shanghai Pudong Development Bank each having a market capitalization exceeding 1 trillion yuan [5] - Semiconductor companies such as Nexperia and Zhongwei Technology are emerging as new growth drivers, with several companies achieving market capitalizations in the billion yuan range [5] - The electronic industry alone accounted for six of the top twenty companies by market capitalization, indicating a robust cluster of hard technology enterprises [5] Group 4: Trading Activity - The top 50 companies by trading volume are concentrated in the electronics, non-bank financial, computer, and communication sectors, highlighting a preference for core assets with growth potential [6] - Dongfang Wealth led with a trading volume of 23.79 trillion yuan, serving as a market sentiment indicator [6] - The semiconductor sector, including companies like SMIC, has shown strong trading activity, reflecting investor confidence in the industry [6] Group 5: Shareholder Returns - In 2025, 103 companies in Shanghai announced dividend plans, distributing a total of 33.21 billion yuan, with Bank of Communications leading at 8.34 billion yuan [8] - The financial sector contributed nearly 60% of the total dividends, underscoring its role as a core value investment [8] - Notably, five companies implemented two rounds of dividends within the year, enhancing investor returns [8] Group 6: Innovation and R&D - R&D investment has become a collective consensus among Shanghai enterprises, with significant investments from companies like SAIC Motor (12.6 billion yuan) and Shanghai Construction (5.5 billion yuan) [9] - Semiconductor firms are leading in R&D intensity, with SMIC allocating 7.7% of its revenue to R&D, while Zhongwei Technology exceeds 10% [9] - The biopharmaceutical sector is also expanding its innovation pipeline, with companies like Fosun Pharma and United Imaging Healthcare developing globally competitive products [9] Group 7: IPO Activity - In 2025, eight new stocks were listed, injecting vitality into the market, with Nexperia raising nearly 4.2 billion yuan as the largest IPO of the year [10] - Companies in the semiconductor and medical device sectors are successfully entering the market, reflecting the nurturing of leading industries [10] - The diversification of listing channels in Shanghai is providing growth opportunities for specialized and innovative enterprises [10]

1月6日，据第一财经，北京大学90后长聘副教授董豪加入上纬新材的个人机器人业务品牌上纬启元，并 出任上纬启元的首席科学家。上纬启元表示，董豪将聚焦具身智能模型领域的技术研发与战略布局。 公开资料显示，董豪现任北京大学计算机学院前沿计算研究中心的长聘副教授，是科技创新2030国家重 大项目负责人（首席科学家），入选国家级高层次青年人才计划。研究方向聚焦于具身智能、大模型、 强化学习、计算机视觉以及相应的开源系统。核心目标是探索并构建兼具成本效益与通用性的机器人系 统。长期以来，始终深耕开源AI系统领域，牵头负责了多个开源项目。 出任上纬启元的首席科学家相关信息，已在董豪个人学术主页中更新确认。 业内分析认为，董豪教授在具身智能领域的深厚积淀，与上纬启元的技术研发需求高度契合，其加入将 进一步强化企业在核心算法、通用机器人系统等关键领域的竞争力。此次引入首席科学家，也表明上纬 新材正在强化其在消费级人形机器人的顶层科研布局。 今年7月8日，上纬新材公告，智元机器人拟通过其与核心团队共同出资设立的持股平台，以"协议转让 +要约收购"组合方式获取公司控制权。11月25日晚，上纬新材公告，公司第四届董事会第一次会议，全 ...

1月6日消息，智通财经获悉，北京大学90后长聘副教授董豪正式加入上纬启元，出任首席科学家，将聚 焦具身智能模型领域的技术研发与战略布局。公开资料显示，董豪是国家级高层次青年人才计划入选 者，同时担任科技创新2030国家重大项目首席科学家。研究方向覆盖具身智能、大模型、强化学习、计 算机视觉及开源AI系统领域，核心目标是构建兼具成本效益与通用性的机器人系统。 ...