格隆汇9月2日｜上纬新材公告称，公司股票价格自2025年7月9日至9月2日累计上涨1154.50%，远超相 关指数涨幅，多次触及异常波动及严重异常波动情形。公司基本面未发生重大变化，但股票价格已严重 脱离基本面，投资者可能面临较大市场风险。此外，公司2025年上半年净利润同比减少32.91%，主要 因汇兑损失、运费增加等。收购方未来十二个月内无资产重组计划。公司股票换手率和市盈率显著高于 行业平均水平，且外部流通盘较小。控制权变更事项仍存在不确定性。公司未发现其他可能影响股价的 重大事件或敏感信息。 ...

证券代码：688585 证券简称：上纬新材 公告编号：2025-074 上纬新材料科技股份有限公司 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、准确性和完整性依法承担法律责任。 上纬新材料科技股份有限公司（以下简称"公司"、"上纬新材"）股票价 格自 2025 年 7 月 9 日至 2025 年 9 月 2 日累计上涨 1154.50%，短期涨幅显著高 于科创综指、科创 50 及同行业等相关指数涨幅，期间多次触及股票交易异常波 动及严重异常波动情形，股票价格存在脱离当前基本面的风险，投资者参与交易 可能面临较大风险。敬请广大投资者务必充分了解二级市场交易风险，切实提高 风险意识，理性投资并注意投资风险。 一、目前公司基本面未发生重大变化，股票价格存在脱离当前基本面的风险 公司主营业务仍为环保高性能耐腐蚀材料、风电叶片用材料、新型复合材料 以及循环经济材料的研发、生产及销售，未发生重大变化。公司生产经营未发生 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 重大变化。 目前，公司基本面未发生重大变化，但近期公 ...

（原标题：上纬新材：公司股价存在脱离当前基本面的风险） 人民财讯9月2日电，上纬新材(688585)9月2日晚间发布股票交易风险提示公告，公司股票价格自7月9日 至9月2日累计上涨1154.5%，短期涨幅显著高于科创综指、科创50及同行业等相关指数涨幅，期间多次 触及股票交易异常波动及严重异常波动情形，股票价格存在脱离当前基本面的风险，投资者参与交易可 能面临较大风险。 ...

Group 1 - Yushu Technology plans to submit its listing application documents to the stock exchange between October and December 2025, with relevant operational data to be disclosed at that time [1] - In 2024, the sales revenue of quadruped robots, humanoid robots, and component products is expected to account for approximately 65%, 30%, and 5% respectively, with about 80% of quadruped robots used in research, education, and consumer fields [1] Group 2 - The A-share robot concept surged on September 2, with stocks like Shunyu Precision and Tianming Technology rising over 10% [3][4] - Zhejiang Rongtai's stock price hit a record high of 86.27 yuan per share, with a trading volume of 1.197 billion yuan, following rumors of Tesla's optimistic guidance on robot production capacity [6] - Tesla's "Master Plan Part 4" emphasizes the strategic importance of the Optimus robot, projecting that about 80% of Tesla's value will come from this robot in the future [7] Group 3 - Zhejiang Rongtai's revenue for 2024 is projected to be 1.135 billion yuan, a year-on-year increase of 41.8%, with a net profit of 230 million yuan, up 34.02% [8] - In the first half of 2025, Zhejiang Rongtai's revenue reached 572 million yuan, a year-on-year growth of 14.96%, with a net profit of 123 million yuan, increasing by 22.23% [8]

Core Viewpoint - Unitree Robotics is preparing for its initial public offering (IPO) and plans to submit filing documents to the stock exchange between October and December 2025, at which point relevant operating data will be disclosed [2][3]. Revenue Structure - In 2024, the sales distribution of Unitree Robotics' products is expected to be approximately 65% for quadruped robots, 30% for humanoid robots, and 5% for component products [3][4]. - About 80% of quadruped robots are utilized in research, education, and consumer fields, while the remaining 20% are used in industrial applications such as inspection and firefighting. Humanoid robots are exclusively used in research, education, and consumer sectors [4]. Market Performance - On September 2, 2023, the A-share market saw a surge in robotics-related stocks, with companies like Zhejiang Rongtai and others experiencing significant price increases, indicating strong market interest in the robotics sector [8][10]. - Zhejiang Rongtai's stock price reached a record high, with a closing price of 86.27 yuan per share and a total market capitalization of 31.38 billion yuan [10][14]. Financial Performance - Zhejiang Rongtai reported a revenue of 1.135 billion yuan in 2024, representing a year-on-year growth of 41.8%, and a net profit of 230 million yuan, up 34.02% year-on-year. For the first half of 2025, revenue was 572 million yuan, a 14.96% increase, with a net profit of 123 million yuan, growing 22.23% year-on-year [14].

Group 1 - The plastic sector experienced a decline of 0.57% on September 2, with Dongcai Technology leading the drop [1] - The Shanghai Composite Index closed at 3858.13, down 0.45%, while the Shenzhen Component Index closed at 12553.84, down 2.14% [1] - Notable gainers in the plastic sector included Shangwei New Materials, which rose by 14.66%, and Dadongnan, which increased by 10.11% [1] Group 2 - The net outflow of main funds in the plastic sector was 5.92 billion yuan, while retail investors saw a net inflow of 5.64 billion yuan [3] - The table provided details on individual stock performance and trading volumes within the plastic sector [3]

Core Viewpoint - The A-share market experienced fluctuations on September 2, with the ChiNext index leading the decline, while the robotics sector saw significant gains, particularly driven by the comments from Elon Musk regarding Tesla's Optimus robot project [2]. Market Performance - The A-share market showed overall volatility, with the ChiNext index being the worst performer [2]. - The robotics sector had a notable rally in the afternoon, with companies like Shunyu Precision Engineering rising by 21.14%, and others such as Tianming Technology, Shuangwei New Materials, and Anpeilong increasing by over 10% [2]. Company Insights - Elon Musk stated that approximately 80% of Tesla's future corporate value will depend on the development of its Optimus robot project [2]. - Musk emphasized the potential for large-scale application of the robot in the coming years, indicating it could become a core business for Tesla [2].

每经AI快讯，9月2日，上纬新材盘中涨停，涨幅20.0%，成交额超19亿元。 ...

今日有市场消息称，特斯拉机器人T3明年有量产指引。传闻称上午特斯拉和供应商开电话会，明年三 季度指引上修至周产1000—10000台，对应年化5万—50万台。 2025年7月，特斯拉创始人兼首席执行官马斯克曾表示：Optimus已完成第三代（V3）版本的核心设 计，2026年投入量产。预计特斯拉Optimus迭代方向：身体和灵巧手自由度增加，轻量化材料用量提 升，灵巧手感知和运动能力提升。同海外典型机器人对比：Optimus自由度更多，步行速度快，成本相 对较低。 2025年下半年以来，行业已接连出现多笔千万级乃至亿元级订单。除了中标金额规模较大，采购方从教 育科研延伸到工业制造、商业运营、政企服务。体现出更多应用场景在试验机器人部署的可能性。8月 的世界机器人大会上，机器人的演示越来越多，除了搏击、跳舞、踢足球等表演性场景，也有厂商在展 台布置货架、包裹分拣流水线、产线、吧台等工作场景，展示机器人应用的各种可能性。 国金证券指出，当前为人形机器人量产前夕，机器人产业有望迎来集中催化。人形机器人产业链核心部 分是运动关节，综合考虑价值量和竞争壁垒，建议重点关注滚珠丝杠和减速机环节。 机器人概念2日午后发力上扬 ...

Group 1 - The A-share market saw a surge in robotics concept stocks, with several stocks hitting the daily limit up [1] - Notable performers included Shunyu Precision with a 30% increase, and Shangwei New Materials with a 20% increase [2] - Market rumors suggest that Tesla and its suppliers held a conference call, potentially revising production guidance for next year to 1,000-10,000 units per week, translating to an annualized production of 50,000-500,000 units [1] Group 2 - Shunyu Precision's market capitalization reached 2.789 billion, with a year-to-date increase of 153.84% [2] - Shangwei New Materials had a market capitalization of 41.2 billion, with an impressive year-to-date increase of 1439.90% [2] - Other companies like Zhenyu Technology and Haon Automotive also showed significant gains, with year-to-date increases of 222.19% and 144.85% respectively [2]