Core Viewpoint - Weichuang Electric is positioned as a "pioneer" in the domestic substitution of industrial automation, with humanoid robot applications driving a revaluation of its value [1] Group 1: Company Strategy - The company has implemented the "Great Plain Strategy," which covers the full power range of its products, gradually building a comprehensive industrial automation product system that includes the drive layer, control layer, and execution layer [1] - The strategic transition from a core component supplier to a system solution platform has been achieved [1] Group 2: Robotics Business - The company has established a "full industry chain" layout for its robotics business, successfully developing multiple core components and entering the core track of humanoid robots [1] - The company is expected to benefit from continuous breakthroughs in the industrial automation sector, with the robotics industry accelerating its implementation [1] Group 3: Financial Outlook - Revenue from related products is anticipated to grow rapidly due to the advancements in industrial automation and the robotics sector [1] - The company has been given a "buy" rating based on these positive developments [1]

Group 1 - The automation equipment sector experienced a slight decline of 0.01% on January 6, with Robotech leading the drop [1] - The Shanghai Composite Index closed at 4083.67, up 1.5%, while the Shenzhen Component Index closed at 14022.55, up 1.4% [1] - Notable gainers in the automation equipment sector included Haixi Communications, which rose by 16.85% to a closing price of 29.61, and Xingchen Technology, which increased by 11.87% to 25.82 [1] Group 2 - The automation equipment sector saw a net outflow of 1.546 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.103 billion yuan [2] - Key stocks with significant net inflows from retail investors included Haixi Communications and Xingchen Technology, with net inflows of 651,500 yuan and 865,100 yuan respectively [3] - The overall trading volume in the automation equipment sector was highlighted, with Haixi Communications achieving a transaction amount of 321 million yuan [1]

PLC概念板块领跌，下跌1.04%，其中伟创电气下跌5.36%，睿能科技下跌3.09%，雷赛智能下跌 1.74%。（AI生成） ...

Group 1 - The synchronous reluctance motor sector experienced a decline, falling by 1.26% [1] - Weichuang Electric saw a significant drop of 4.13% [1] - Wolong Electric Drive also faced a decrease, with a decline of 1.99% [1]

Group 1 - The core viewpoint of the articles highlights the significant interest from brokerages in A-share listed companies, with over 2800 companies receiving brokerage research in 2025, indicating that more than half of the market's listed companies have been under brokerage attention [1][2] - The mechanical equipment, electronics, and pharmaceutical biotechnology sectors are identified as the most favored by brokerages, with over 290 companies in each sector receiving research attention [1][2] - The mechanical equipment sector is particularly noted for investment opportunities in the humanoid robot industry chain, while the electronics sector is advised to focus on new technologies and demands driven by the AI innovation cycle [3][4] Group 2 - Crystal Optoelectronics, a company in the electronics sector, has been the most favored by brokerages, receiving 175 research visits, and is part of a sector that has seen a significant price increase of nearly 42% in 2025 [1][2] - The electronics sector has over 320 companies receiving brokerage research, with notable companies like Huaqin Technology and Luxshare Precision receiving more than 140 research visits each [2] - The pharmaceutical biotechnology sector has 296 companies under brokerage research, with a cumulative increase of only 12.44% in 2025, indicating a relative underperformance compared to other sectors [3][4] Group 3 - Investment opportunities in the humanoid robot sector are expected to grow, with a focus on companies entering the Tesla supply chain and those involved in core supply chain and standardization [3] - The electronics sector is anticipated to benefit from the AI-driven demand for high-performance storage and semiconductor testing equipment, suggesting a favorable outlook for related companies [4] - The pharmaceutical sector is expected to continue focusing on innovative drug companies, supported by favorable policies and increasing international market presence, which will attract more investor attention [4]

Core Insights - The humanoid robot sector is experiencing significant growth, with multiple companies such as Boke Co., Hualing Cable, and others reaching their stock price limits recently, indicating strong market interest and optimism [1] - The establishment of the Standardization Technical Committee for Humanoid Robots and Embodied Intelligence by the Ministry of Industry and Information Technology is a crucial step towards enhancing high-quality standards and promoting the application of humanoid robot technologies [1] Market Analysis - According to Dongfang Securities, advancements in motion control for humanoid robots are expected to accelerate by 2025, with mass production becoming a key focus in 2026 [2] - Open Source Securities highlights that the industry will transition from "0-1" to "1-10" by 2025, emphasizing the importance of technological convergence and the need to identify certainty in technology advancements [2] Industry Segmentation 1. **Core Components**: The main components of humanoid robots include reducers, servo motors, and controllers, which significantly contribute to the overall manufacturing cost. The demand for high-precision reducers is expected to rise, with domestic manufacturers approaching international standards [3] 2. **Sensors and Actuators**: The demand for sensors, including tactile and visual sensors, is growing exponentially. Companies are increasing R&D investments in MEMS sensors and related technologies, which are crucial for enhancing the robots' sensory capabilities [4] 3. **Overall Integration and Software Algorithms**: While hardware forms the foundation, software algorithms provide the essential functionality. Companies that can integrate hardware and software effectively are anticipated to lead the market, especially in the field of embodied intelligence [5]

Group 1: Robotics Industry Developments - Yushu Technology announced the opening of its first offline store in Beijing on December 31, showcasing products like the Yushu Go2 quadruped robot and G1 humanoid robot [6] - Analysts predict that the humanoid robot market in China could reach 870 billion yuan by 2030, with key components such as harmonic reducers and low-voltage drivers being highlighted [6] - UBTECH plans to acquire 43% of Fenglong Co. for 1.665 billion yuan, aiming to enhance its supply chain and strengthen its competitive edge in the humanoid robot sector [6][11] - The establishment of the humanoid robot and embodied intelligence standardization committee by the Ministry of Industry and Information Technology is expected to accelerate mass production in the first half of 2026 [9][18] Group 2: Stock Market Reactions - Haichang New Materials experienced a stock surge, reaching a limit up on December 30, attributed to its involvement in the humanoid robot sector [8][9] - Tianqi Co., a strategic partner of UBTECH, received significant orders and also saw its stock hit the limit up on December 30 [11] - Companies like Wuzhou New Spring and Sanhua Intelligent Control reported stock increases of 20.52% and 16.98% respectively, driven by developments in the humanoid robot market [14][24] - Wanxiang Qianchao's stock rose by 34.33% over five days, reflecting its strategic shift towards the robotics industry [27] Group 3: Technological Innovations - The integration of PEEK materials in humanoid robots is expected to see a significant increase in demand, with over 50 prototype models anticipated to be released globally by 2025 [35] - The trend towards integrated design in micro-motors, which are crucial components of robots, is expected to create opportunities for companies in this sector [33] - The establishment of a comprehensive product matrix by companies like Buke Co. is aimed at enhancing their competitiveness in the robotics market [17]

增加 2025 年度日常关联交易预计及 2026 年度日常关联交易预计的 核查意见（更新版） 国泰海通证券股份有限公司 关于苏州伟创电气科技股份有限公司 国泰海通证券股份有限公司（以下简称"保荐人"）作为苏州伟创电气科技 股份有限公司（以下简称"公司"或"伟创电气"）持续督导的保荐机构，根据 《证券发行上市保荐业务管理办法》《上海证券交易所科创板股票上市规则》《上 海证券交易所科创板上市公司自律监管指引第 1 号——规范运作》等法律法规和 规范性文件的要求，对伟创电气增加 2025 年度日常关联交易预计及 2026 年度日 常关联交易预计事项进行了审慎核查，具体情况如下： 一、日常关联交易基本情况 伟创电气于 2025 年 1 月 6 日召开了总经理办公会议，审议通过了《关于 2025 年度日常关联交易预计的议案》，同意公司 2025 年度日常关联交易预计金 额为 295 万元。 根据公司经营实际情况，公司拟增加 2025 年度日常关联交易预计及预计 2026 年度日常关联交易。 公司于 2025 年 12 月 30 日召开了第三届董事会独立董事专门会议第四次会 议，审议通过了《关于更正审议增加 2025 年 ...

证券代码：688698 证券简称：伟创电气 公告编号：2025-083 苏州伟创电气科技股份有限公司 关于增加 2025 年度日常关联交易预计及 2026 年度日 常关联交易预计的公告（更新版） 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： ●是否需要提交股东会审议：否 ●日常关联交易对上市公司的影响：本次日常关联交易是基于各方正常的 业务往来，有利于根据各方的资源优势合理配置资源，符合公司的经营发展需要， 具有一定的必要性。关联交易的定价遵循自愿、平等、互利的原则进行，不存在 损害公司及股东利益，特别是中小股东利益的情形，对公司正常经营活动及财务 状况无不利影响。公司主要业务或收入、利润来源不依赖相关关联交易，上述关 联交易不会对公司主要业务的独立性造成影响。 一、日常关联交易基本情况 注 1：以上数据均为不含税金额且未经审计，实际发生额以审计报告为准，下同。 （一）日常关联交易履行的审议程序 议，审议通过了《关于更正审议增加 2025 年度日常关联交易预计及 2026 年度日 常关联交易预计的议案》。 ...

证券代码：688698 证券简称：伟创电气 公告编号：2025-082 一、日常关联交易基本情况 （一）日常关联交易履行的审议程序 苏州伟创电气科技股份有限公司 关于增加 2025 年度日常关联交易预计及 2026 年度日 常关联交易预计的更正公告 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。 苏州伟创电气科技股份有限公司（以下简称公司）于2025年12月30日在上海 证券交易所网站（www.sse.com.cn）披露了《关于增加2025年度日常关联交易预 计及2026年度日常关联交易预计的公告》，因关联交易金额合并预计未单项列示， 现按照关联方情况对预计金额进行明细拆分并按照更正后的内容重新提交审计 委员会、独立董事专门会议及董事会审议，更正审议后的关联交易总金额不变， 具体更正情况如下： 更正前： 苏州伟创电气科技股份有限公司（以下简称公司或伟创电气）于 2025 年 1 月 6 日召开了总经理办公会议，审议通过了《关于 2025 年度日常关联交易预计 的议案》，同意公司 2025 年度日常关联交易预计金额为 295 ...