上纬新材股价再创历史新高，该股近期呈不断突破新高之势，近一个月累计有11个交易日股价刷新历史 纪录。截至14:53，该股目前上涨12.26%，股价报94.50元，成交1742.33万股，成交金额15.43亿元，换 手率4.32%，该股最新A股总市值达381.18亿元，该股A股流通市值381.18亿元。 证券时报·数据宝统计显示，上纬新材所属的基础化工行业，目前整体涨幅为0.33%，行业内，目前股价 上涨的有143只，涨幅居前的有震安科技、上纬新材、华软科技等，涨幅分别为12.98%、12.26%、 10.09%。股价下跌的有274只，跌幅居前的有领湃科技、新农股份、雅化集团等，跌幅分别为6.43%、 5.67%、5.65%。 （文章来源：证券时报网） 两融数据显示，该股最新（7月29日）两融余额为3.38亿元，其中，融资余额为3.38亿元，近10日增加 3.16亿元，环比增长1423.08%。 公司发布的一季报数据显示，一季度公司共实现营业收入3.69亿元，同比增长10.65%，实现净利润 2255.06万元，同比增长22.26%，基本每股收益为0.0600元，加权平均净资产收益率1.77%。（数据宝） ...

上纬新材尾盘再度涨超12%，续创历史新高。 ...

Core Viewpoint - The article discusses the rapid rise of robot-related stocks in the A-share market, particularly focusing on the strong performance of Shangwei New Materials and the implications of its upcoming control change to Zhiyuan Robotics [2][3][4]. Group 1: Stock Performance - Shangwei New Materials (688585.SH) has seen a significant stock price increase, with a year-to-date rise of 1095.11%, making it the first tenfold stock in A-shares this year [3]. - As of July 28, 2023, the stock price reached 79.27 CNY per share, and the company has experienced a series of trading halts due to abnormal price fluctuations [3][5]. - The stock's performance is part of a broader trend, with the Wind Robotics Index (884126.WI) rising 24.05% this year, surpassing last year's total increase of 10.44% [6]. Group 2: Corporate Developments - Zhiyuan Robotics, established in February 2023, plans to acquire control of Shangwei New Materials through a share transfer and tender offer, potentially changing the controlling shareholder to Zhiyuan Robotics and its core team [4]. - The acquisition involves approximately 270 million shares, representing 66.99% of the total share capital, at a price of 7.78 CNY per share, totaling around 2.1 billion CNY [4]. - If the acquisition is successful, the value of the shares at the current market price would amount to approximately 21.4 billion CNY, resulting in a potential profit of about 19.3 billion CNY [5]. Group 3: Industry Trends - The article highlights that 136 companies in the A-share market have doubled their stock prices in the first half of 2025, with a significant number from the machinery sector, particularly related to robotics [8]. - In the automotive sector, 15 companies, primarily in auto parts rather than complete vehicles, have also seen substantial stock price increases linked to robotics [9]. - The current phase of humanoid robots is characterized as being in the early stages of industrial development, with applications primarily in factories and public spaces, indicating potential for future growth as technology advances [10].

根据交易所规则,股票交易出现严重异常波动情形后10个交易 日内,连续竞价阶段1分钟内单向申报买入(卖出)单只严重异常 波动股票金额巨大的,交易所对有关交易行为予以重点监控。 异动监控股票 | 股票名称 | 监控开始日期 监控结束日期 异动开始日期 | | --- | --- | | *ST苏吴 | 2025-07-30 2025-08-12 未披露 | | 600200 | | | 横河精密 | 2025-07-30 2025-08-12 2025-07-21 | | 300539 | | | 上纬新材 | 2025-07-29 2025-08-11 未披露 | | 688585 | | | 上纬新材 | 2025-07-28 2025-08-08 未披露 | | 688585 | | | 深水规院 | 2025-07-25 2025-08-07 2025-07-21 | | 301038 | | | *ST紫天 | 2025-07-21 2025-08-01 2025-07-11 | | 300280 | | | 上纬新材 | 2025-07-21 2025-08-01 未披露 | | 688585 | | ...

Core Viewpoint - The WAIC2025 conference showcased nearly 200 humanoid robots, highlighting the rapid advancements in the domestic humanoid robot industry, with companies like Zhiyuan Robotics and Yushutech taking center stage [1][3]. Market Performance - **UBTECH Robotics**: The company went public at a price of 90 HKD per share on December 29, 2023, reaching a peak of 328 HKD but closing at 91.35 HKD on July 29, 2025, with a market capitalization of approximately 43.11 billion HKD (39.41 billion CNY) [8]. The company has undergone five rounds of placement financing, raising a total of about 4.54 billion HKD (approximately 4.14 billion CNY) [8]. - **Zhiyuan Robotics**: Acquired a 66.99% stake in the listed company Shuangwei New Materials for about 2.1 billion CNY, marking its entry into the capital market and positioning itself as the first humanoid robot company on the A-share market [9]. The market capitalization of Shuangwei New Materials surged from 3.138 billion CNY to 33.955 billion CNY, becoming the first tenfold stock in A-shares this year [9]. - **Yushutech**: The company is in the process of launching its IPO, with a valuation of approximately 12 billion CNY, and is expected to list in the first half of 2026 [12]. Commercialization Progress - **UBTECH Robotics**: The company has established numerous strategic partnerships but remains in the proof of concept (POC) stage for many of its products. Recent announcements include the delivery of 300 humanoid robots and a significant procurement project worth 90.51 million CNY [15][17]. - **Zhiyuan Robotics and Yushutech**: Both companies have secured contracts for humanoid robot projects, with Zhiyuan winning a bid for 200 humanoid robots valued at 78 million CNY and Yushutech winning a bid for smaller humanoid robots valued at 46.05 million CNY [18]. Industry Trends - The humanoid robot sector is experiencing a surge in interest, with companies like Zhiyuan Robotics and Yushutech leading the charge, while UBTECH Robotics is facing challenges in maintaining its market position [20]. The industry is characterized by a mix of hardware and software approaches, with varying degrees of success in commercialization [20].

Core Viewpoint - The stock price of Upwind New Materials (688585) has surged significantly, achieving a nearly 10-fold increase since its resumption of trading on July 9, 2023, and becoming the first stock to reach this milestone in 2023 [1][3]. Group 1: Stock Performance - On July 29, 2023, Upwind New Materials' stock price rose by 6.19%, closing at 84.18 yuan per share, after peaking with an 18% increase during the day [1][3]. - From July 9 to July 29, the stock price increased by 982.01% over 15 trading days, and from January 2 to July 29, it rose by 1163.96%, while the overall market only increased by 7.7% during the same period [3]. - Upwind New Materials has a total market capitalization of 33.95 billion yuan as of July 29, 2023 [3]. Group 2: Market Trends - A total of 219 stocks in the A-share market have doubled in price this year, excluding newly listed stocks, with the pharmaceutical sector leading with 39 stocks, accounting for 17.81% of the total [4][5]. - The second-highest performing stock, Shuyou Shen, has seen its price increase by over 5 times this year, while other notable stocks have also shown significant gains [4][5]. Group 3: Earnings Support - Among the 219 stocks that have doubled, over 73% (160 stocks) reported profits in the first quarter of 2023, indicating strong earnings support for these price increases [7]. - Companies like Light Media and New Yisheng reported substantial profits, with Light Media achieving a net profit of approximately 2.016 billion yuan in the first quarter, reflecting a year-on-year growth of 374.79% [7]. Group 4: Industry Insights - The prevalence of pharmaceutical and machinery equipment companies among the doubling stocks reflects a resonance of policy signals and industry cycles [6]. - Companies that have seen significant stock price increases often belong to industries with growth potential or possess unique technologies, products, or business models that provide a competitive advantage [8].

Core Viewpoint - The stock price of Upwind New Materials (688585) has surged significantly, becoming the first stock to achieve a tenfold increase in 2023, with a cumulative rise of over 1100% year-to-date, attracting market attention to potential bull stocks for the year [1][3]. Stock Performance - On July 29, Upwind New Materials' stock price rose by 6.19% to 84.18 CNY per share, after peaking with an intraday increase of nearly 18% [1][3]. - From July 9 to July 29, the stock experienced a cumulative increase of 982.01% over 15 trading days [3]. - Year-to-date, the stock has seen a total increase of 1163.96%, while the overall market index rose by only 7.7% during the same period [3]. Market Trends - A total of 219 stocks in the A-share market have doubled in price this year, excluding newly listed stocks [4]. - Among these, the pharmaceutical and biological sector leads with 39 stocks, accounting for 17.81% of the doubling stocks, including the second-best performer, Shutaishen [5]. Industry Insights - The pharmaceutical and machinery sectors have shown a high frequency of stocks doubling, reflecting a resonance between policy signals and industry cycles [5]. - The main board has the highest number of doubling stocks at 78, followed by the ChiNext board with 69 stocks [6]. Financial Performance - Over 73% of the 219 doubling stocks reported profits in the first quarter of 2025, with 160 stocks achieving profitability [8]. - Notable performers include Light Media, which reported a revenue of approximately 2.975 billion CNY, a year-on-year increase of 177.87%, and a net profit of about 2.016 billion CNY, up 374.79% [8]. Common Characteristics - Stocks that have doubled typically belong to industries with growth potential or possess unique technologies, products, or business models that provide a competitive advantage [9].

数据来源：Choice金融终端 来源：上海证券报·中国证券网 上证报中国证券网讯 7月29日，上纬新材盘中大涨超14%，股价突破90元大关。截至9时53分，该股涨 14.53%，报90.79元/股。今年以来，该股累计涨超1200%，成为今年首只"十倍股"。 ...

上纬新材盘中涨超15%，股价突破90元大关。 ...

重大利好消息来袭！ A股市场今年首个10倍涨幅的个股已经诞生，它就是被市场猜测可能成为智元机器人借壳对象的上纬新 材。 自7月9日智元机器人公布战略收购计划后，上纬新材的股价在短短14个交易日内就飙升了10倍，这一表 现无疑点燃了市场对人形机器人借壳上市概念的热情。 可以预见，人形机器人借壳上市这一投资主线，将催生更多的10倍涨幅神话！ 在这波热潮中，有一家备受瞩目的具身智能领域黑马企业，它正吸引着众多行业专家和投资者的目光， 极有可能成为下一个借壳上市的人形机器人行业领军者，继续书写资本市场的传奇篇章。 这家企业，就是乐聚机器人。 如果你错过了上纬新材的飙涨，那么这家与乐聚机器人关系紧密、潜力无限的个股，绝对不容错过。它 不仅直接参与了乐聚机器人的D轮融资，还与乐聚达成了全产业链的战略合作。 那么，为何说乐聚机器人有望成为继智元之后，下一个借壳上市的人形机器人巨头呢？ 答案在于乐聚在行业内的卓越地位和技术实力。作为国家人形机器人产业化的重要推动者，乐聚在机器 人技术方面取得了显著突破。其研发的模块化关节技术，显著提升了机器人的动作灵活性和精准度；而 全身动量控制算法则能动态调整机器人动作，确保其在各种环境下 ...