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发布全球首个个人机器人后,上纬启元又引入北大副教授董豪出任首席科学家
Huan Qiu Wang· 2026-01-06 11:05
【环球网科技报道 记者 张阳】1月6日消息,环球网记者获悉,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,为个人机器人赛道发展注入核心科研力量。 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,推动个人机器人技术的产业化落地与创新突破。 上纬启元是上纬新材重点打造的个人机器人业务品牌,于2025年12月31日正式发布全球首款全身力控小尺寸人形机器人启元Q1,明确聚焦"个人机器人"赛 道,致力于将高端机器人技术转化为普通人可拥有、可操作、可创造的个人设备,覆盖科研、陪伴与创作等核心场景。 公开资料显示,董豪教授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。研究方向深耕具身智能、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。其学术成果丰硕,在NeurIPS、CVPR、ICRA、RSS等国际顶尖 会议/期刊发表论文90余篇,Google Scholar引用量超万次, ...
北大90后副教授董豪出任上纬启元首席科学家
Xin Lang Cai Jing· 2026-01-06 10:15
(本文来自第一财经) 1月6日,第一财经记者获悉,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。(第一财经记者 乔心怡) ...
锋龙股份狂飙七连板,会是下一个“上纬新材”吗?
Xin Lang Cai Jing· 2026-01-06 05:55
Core Viewpoint - The recent surge in the stock price of Fenglong Co., Ltd. is attributed to the acquisition announcement by UBTECH Robotics, which plans to take control of the company through a combination of agreement transfer and tender offer, potentially completing an "A+H" dual-platform capital layout [2][10] Group 1: Acquisition Details - UBTECH announced on December 24 that it would acquire 93,957,518 shares of Fenglong, representing 43% of the total shares, at a price of 17.72 yuan per share, which is a 10% discount compared to the price before the suspension [2][11] - The total consideration for the acquisition amounts to 1.665 billion yuan [2][11] Group 2: Business Synergy - Fenglong Co., Ltd. specializes in the research, production, and sales of gardening machinery engines, hydraulic control systems, and automotive parts, with applications in various machinery [3][11] - UBTECH aims to leverage Fenglong's manufacturing capabilities and supply chain to enhance its core competitiveness in the humanoid robot sector, indicating a strategic move to integrate operations and improve industry collaboration [3][12] Group 3: Market Reactions and Comparisons - The stock price of Fenglong has seen a significant increase, with a series of trading halts and price surges similar to the case of ZhiYuan Robotics and its acquisition of Shangwei New Materials, which saw a dramatic price increase of 1821.12% [5][13] - Market analysts suggest that the sustainability of Fenglong's stock price increase will depend on the actual realization of business synergies and the growth potential of the industries involved [6][14] Group 4: Financial Implications - UBTECH's financials for 2024 project revenues of 1.31 billion yuan with a net loss of 1.16 billion yuan, while Fenglong is expected to generate revenues of 480 million yuan and a net profit of 4.593 million yuan [4][12] - The acquisition is seen as a method for UBTECH to enhance its revenue and profit figures through the consolidation of financial statements [4][12]
上纬新材股价涨5.09%,建信基金旗下1只基金重仓,持有568股浮盈赚取3674.96元
Xin Lang Cai Jing· 2026-01-06 05:34
Group 1 - The core point of the news is that Shangwei New Materials has seen a stock price increase of 5.09%, reaching 133.50 yuan per share, with a total market capitalization of 53.849 billion yuan as of the report date [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 includes: 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 - According to data from the top ten heavy stocks of funds, one fund under Jianxin Fund has a significant holding in Shangwei New Materials, specifically the Jianxin SSE Sci-Tech Innovation Board Comprehensive ETF Linked A (023743) [2] - As of the report date, the fund holds 568 shares of Shangwei New Materials, accounting for 0.02% of the fund's net value, making it the largest heavy stock in the fund [2] - The Jianxin SSE Sci-Tech Innovation Board Comprehensive ETF Linked A has a total scale of 199 million yuan, with a year-to-date return of 3.43% and a cumulative return since inception of 39.73% [2]
上纬新材股价涨5.09%,同泰基金旗下1只基金重仓,持有7.81万股浮盈赚取50.56万元
Xin Lang Cai Jing· 2026-01-06 05:34
Group 1 - The core viewpoint of the news is the performance and market position of Shangwei New Materials, which saw a stock price increase of 5.09% to 133.50 CNY per share, with a total market capitalization of 53.849 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, with revenue contributions of 46.26% from 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] - The company was founded on October 25, 2000, and went public on September 28, 2020, indicating a relatively recent entry into the public market [1] Group 2 - The Tongtai Competitive Advantage Mixed A Fund holds a significant position in Shangwei New Materials, with 78,100 shares, representing 9.16% of the fund's net value, making it the third-largest holding [2] - The fund has a total scale of 18.4906 million CNY and has achieved a year-to-date return of 0.28%, ranking 7928 out of 8818 in its category, while its one-year return stands at 77.02%, ranking 518 out of 8083 [2] - The fund manager, Wang Xiu, has been in charge for 1 year and 343 days, with the fund's total assets amounting to 748 million CNY, achieving a best return of 171.53% and a worst return of 32.17% during his tenure [3]
上纬新材跌2.11%,成交额1.11亿元,主力资金净流出743.36万元
Xin Lang Cai Jing· 2026-01-06 02:03
Core Viewpoint - The stock of Shangwei New Materials has experienced fluctuations, with a recent decline of 2.11% and a total market capitalization of 50.158 billion yuan. The company is involved in the development and production of environmentally friendly high-performance corrosion-resistant materials, wind turbine blade materials, and new composite materials [1]. Financial Performance - As of September 30, Shangwei New Materials reported a revenue of 1.279 billion yuan for the first nine months of 2025, reflecting a year-on-year growth of 16.60%. However, the net profit attributable to shareholders decreased by 6.92% to 60.5477 million yuan [2]. - The company has distributed a total of 77.8304 million yuan in dividends since its A-share listing, with 45.5744 million yuan distributed over the past three years [3]. Stock Market Activity - On January 6, the stock price was 124.35 yuan per share, with a trading volume of 111 million yuan and a turnover rate of 0.22%. The stock has seen a year-to-date decline of 2.37%, but has increased by 12.93% over the last five trading days and 17.74% over the last 20 days [1]. - The net outflow of main funds was 7.4336 million yuan, with significant selling pressure observed, as large orders sold 35.7015 million yuan, accounting for 32.29% of the total [1]. Business Overview - Shangwei New Materials, established on October 25, 2000, and listed on September 28, 2020, operates primarily in the field of environmentally friendly high-performance corrosion-resistant materials (46.26% of revenue), wind turbine blade materials (40.07%), and other new composite materials [1]. - The company is categorized under the basic chemicals industry, specifically in plastics and synthetic resins, and is associated with concepts such as QFII holdings, energy conservation and environmental protection, robotics, the Belt and Road Initiative, and wind energy [1]. Shareholder Information - As of September 30, the number of shareholders for Shangwei New Materials reached 19,700, an increase of 238.94% compared to the previous period. The average number of circulating shares per shareholder decreased by 70.50% to 20,493 shares [2].
「机器人+」锋龙股份狂飙七连板,会是下一个“上纬新材”吗?优必选收购“点燃”股价
Hua Xia Shi Bao· 2026-01-05 14:55
Group 1 - The core point of the article revolves around the recent surge in the stock price of Fenglong Co., which has seen a continuous rise due to the acquisition by UBTECH through a combination of "agreement transfer + tender offer" [2][3] - UBTECH announced the acquisition of 93,957,518 shares of Fenglong Co., representing 43% of the total shares, at a price of 17.72 yuan per share, totaling approximately 1.665 billion yuan [3] - The acquisition is aimed at enhancing UBTECH's industrial chain layout and strengthening its core competitiveness by leveraging Fenglong's manufacturing and supply chain capabilities [4] Group 2 - Fenglong Co. specializes in the research, production, and sales of gardening machinery engines, hydraulic control systems, and automotive parts, with applications in various machinery [3] - The acquisition is seen as a strategic move to create synergies between UBTECH's focus on humanoid robots and Fenglong's advanced manufacturing capabilities [4] - The stock price of Fenglong Co. has been compared to the previous case of Zhiyuan Robotics acquiring Shuangwei New Materials, which resulted in a significant stock price increase [6][7] Group 3 - Analysts suggest that the sustainability of Fenglong's stock price increase will depend on the actual operational synergy between the two companies and the growth potential of their respective industries [6] - UBTECH's stock did not experience the same level of increase as Fenglong's, indicating that smaller companies may be more susceptible to market manipulation due to their lower market capitalization [7]
——未来产业周报第4期(2025/12/28-2026/1/3):脑机接口产业化提速,机器人场景创新,氢能向电网调节者转变-20260105
Shenwan Hongyuan Securities· 2026-01-05 06:36
Group 1: Quantum Technology - The "quantum + supercomputing" integration innovation platform has been established in Chengdu, deploying China's first 550-qubit coherent optical quantum computer, enabling the collaboration of classical high-performance computing and quantum computing [7][8] - The deployment of the 550-qubit quantum computer fills the gap in the central and western regions of China for quantum computing capabilities, establishing a complementary regional computing power structure with eastern regions [8][9] Group 2: Biological Manufacturing - The first sugar science key laboratory in Beijing has been approved, co-established by Huaxi Biological and Peking University, focusing on precise manufacturing and functional applications of sugars [10][11] - Huaxi Biological aims to leverage this laboratory to enhance its capabilities in synthetic biology, expanding from hyaluronic acid production to comprehensive sugar biological research [11] Group 3: Hydrogen Energy and Nuclear Fusion - The world's first 30 MW pure hydrogen gas turbine has achieved stable operation, marking a significant step in hydrogen energy transitioning from a "power consumer" to a "grid regulator" [12][13] - The EAST nuclear fusion device has confirmed the existence of a density-free regime, providing critical physical evidence for efficient operation of fusion reactors [18][19] - The Chinese Academy of Sciences has completed the manufacturing of all ITER correction coil procurement packages, marking a significant achievement in domestic R&D capabilities for nuclear fusion components [22] Group 4: Brain-Computer Interface - Neuralink plans to begin mass production of brain-computer interface devices in 2026, aiming to automate surgical procedures and enhance device performance [23][24] - The "Beijing Brain No. 1" system has been implanted in five spinal cord injury patients, achieving clinical breakthroughs, with plans for clinical trials to start in mid-2026 [26][27] - The "Guangdong-Hong Kong-Macao Greater Bay Area Brain Science and Central Nervous System Disease AI Innovation Alliance" has been launched, focusing on research and development in brain science and related technologies [28] Group 5: Embodied Intelligence - Woan Robotics has gone public in Hong Kong, focusing on household scenarios with plans to launch a humanoid household robot in January 2026 [29][30] - The "Qiyuan Q1," the world's first small-sized humanoid robot with full-body force control, has been released, targeting research and interactive applications [33][34] Group 6: Future Industry Catalysts - A table has been organized detailing key catalytic events for six future industries in 2026, including important conferences and technological milestones [36][38]
2025十大牛股出炉!科技、金融、机器人、北交所打新,2026你的投资主角选谁?
市值风云· 2026-01-04 10:08
Core Viewpoint - The article highlights the significant performance of the stock market in 2025, with various indices and stocks experiencing substantial gains, indicating a bullish trend and potential investment opportunities in the coming years [3]. Group 1: Market Performance - In 2025, micro-cap stocks surged by 80%, the ChiNext Index rose by 50%, and the North Exchange 50, China Securities 2000, and Sci-Tech 50 indices all increased by over 35% [3]. - The Shanghai Composite Index gained nearly 20% throughout the year, leading to over 600 A-shares achieving a doubling in price, with four stocks increasing by more than ten times [3]. Group 2: Top Performing Stocks - The top-performing stock in 2025 was Aowei New Materials (688585.SH), which saw an 18-fold increase, driven by market interest following the acquisition by Zhiyuan Robotics [5]. - Tianpu Co., Ltd. (605255.SH) ranked second with a 16-fold increase, attributed to rumors of a partnership in artificial intelligence, although the company later clarified it had no such plans [5]. - Other notable stocks included Star Map Control (920116.BJ) and Haibo Technology (688411.SH), both of which also experienced significant price increases [7]. Group 3: Sector Trends - The second half of 2025 was characterized by a focus on technology, particularly in the hardware sector driven by the demand for computing power, with PCB-related stocks becoming particularly popular [8]. - Companies like Shenghong Technology and Dingtai High-Tech saw their stock prices increase by over 5.5 times, with Shenghong's market capitalization reaching 245.9 billion [8]. Group 4: Institutional Investment - In 2025, the total market turnover reached 41.98 trillion, a 64.1% increase from the previous year, indicating a recovery in market activity [9]. - Key players in the AI wave included companies like Zhongji Xuchuang and Xinyi Technology, which were among the top traded stocks, although their price increases varied significantly [9]. Group 5: Future Outlook - The focus for 2026 will be on deepening the exploration of industrial chains, particularly in the robotics sector, with companies like Sanhua Intelligent Control and Wolong Electric Drive favored by institutions [11][12]. - The securities sector is expected to see a valuation recovery in 2026, with significant interest in brokerage stocks, despite mixed performance in 2025 [13].
把“全身力控”塞进背包、关节比鸡蛋还小?稚晖君推出启元 Q1,这次真要终结“玩具机器人”了?
AI前线· 2026-01-04 08:56
Core Viewpoint - The article highlights the launch of the "Qiyuan Q1," a compact humanoid robot by Shangwei New Materials, marking the company's strategic entry into the personal robotics market. The robot aims to redefine the possibilities of small humanoid robots, making advanced robotic technology accessible for personal use and creativity [2][4]. Group 1: Product Features and Innovations - The Qiyuan Q1 is recognized as the world's smallest fully controllable humanoid robot, achieving significant breakthroughs in joint system miniaturization and application scenarios [2][4]. - The robot's size has been reduced to one-eighth of traditional models, and its weight has also decreased, enhancing its durability and stability during falls [4]. - The design allows for lower research and development costs, facilitating efficient iterations from virtual simulations to real-world applications [4]. Group 2: Target Audience - The Qiyuan Q1 is designed for three core user groups: researchers, creative enthusiasts, and general family users [6][7]. - For researchers and learners, it serves as a portable laboratory for embodied intelligence, enabling safe and cost-effective experimental validation [7]. - For creators and hobbyists, the robot offers an open-source structure for customization and programming, allowing users to easily create and modify robotic behaviors [8]. - For family users, the Qiyuan Q1 acts as an intelligent companion, capable of natural language interaction and educational support, enhancing daily life experiences [8]. Group 3: Strategic Vision - The launch of the Qiyuan Q1 is positioned as a strategic declaration for Shangwei New Materials, emphasizing the company's commitment to making high-end robotics technology accessible to the general public [2][4]. - The company invites global tech enthusiasts to participate in the co-creation and exploration of personal robotics, aiming to bring imaginative robotic experiences into everyday life [8].