证券日报网讯12月23日，万向钱潮（000559）在互动平台回答投资者提问时表示，公司重组事项正在推 进中，公司将及时履行信息披露义务。 ...

（文章来源：证券日报） 证券日报网讯 12月23日，万向钱潮在互动平台回答投资者提问时表示，公司的客户分布全国多个省 市，包括海南省，公司持续关注海南区域的发展机遇。关于具体的投资建厂计划，公司将结合战略布局 与市场需求审慎决策。 ...

12月22日基金调研公司一览 从基金调研公司的A股总市值统计，总市值在500亿元以上的共有1家，其中总市值超千亿元的有领益智 造等，总市值不足100亿元的有4家，分别是美瑞新材、博盈特焊、莱宝高科等。 市场表现上，基金调研股中，近5日全部上涨，涨幅居前的有钧达股份、万向钱潮、中泰股份等，分别 上涨13.16%、5.57%、4.69%。 数据宝统计，基金参与调研股中，近5日资金净流入的有4只，钧达股份近5日净流入资金1.32亿元，主 力资金净流入最多；净流入资金较多的还有领益智造、万向钱潮等，净流入资金分别为1.18亿元、1.13 亿元。（数据宝） 昨日基金共对7家公司进行调研，扎堆调研领益智造、钧达股份等。 证券时报·数据宝统计，12月22日共13家公司被机构调研，按调研机构类型看，基金参与7家公司的调研 活动。领益智造最受关注，参与调研的基金达33家；钧达股份、万向钱潮等分别获4家、3家基金集体调 研。 基金参与调研的公司中，按所属板块统计，深市主板公司有4家，创业板公司有3家。 | 代码 | 简称 | 基金家数 | 最新收盘价（元） | 近5日涨跌幅（%） | 行业 | | --- | --- | --- ...

证券日报网讯12月23日，万向钱潮（000559）在互动平台回答投资者提问时表示，公司研发的万向节产 品主要适用于采用十字万向节结构技术路线的机器人关节部位，如腕关节、髋关节、膝关节、踝关节 等，旨在提升其运动灵活性、控制精度、承载能力及使用寿命。截至目前公司不存在其他应披露未披露 的信息。 ...

证券日报网讯 12月23日，万向钱潮在互动平台回答投资者提问时表示，公司在产品轻量化与工艺优化 方面持续投入，具体设备采购与工艺细节暂不涉及披露事项。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 12月23日，万向钱潮在互动平台回答投资者提问时表示，重组事项仍在推进中，请以公 司的公告为准。 ...

证券日报网讯12月23日，万向钱潮（000559）在互动平台回答投资者提问时表示，公司持续优化生产流 程与设备配置，以提升产品竞争力。 ...

证券日报网讯 12月23日，万向钱潮在互动平台回答投资者提问时表示，机器人相关产品尚处于开发与 验证阶段，量产时间将根据客户需求与项目进展确定。 （文章来源：证券日报） ...

Group 1: Robotics Business Development - The company has established robotics as its third strategic business segment following bearings and automotive chassis systems, with a product range including universal joints, precision shafts, and various specialized bearings [4] - Current production capacity includes 100,000 sets of roller screws and 10 million sets of universal joints, with plans to establish a capacity of 1.2 million specialized bearings by 2026 [4] - The company is focusing on optimizing its supply chain and expanding international production, particularly in Thailand [4] Group 2: Automotive Business Growth - Major automotive clients include BYD, Chery, Dongfeng, and international brands like Mercedes-Benz and BMW, with new clients such as Xiaomi and Li Auto contributing to growth [5] - Incremental products in the automotive sector include drive shafts and braking products [5] Group 3: Financial Performance and Projections - For the first three quarters of 2025, the company reported revenue of 10.406 billion yuan and a net profit of 773 million yuan, with expectations for continued growth in 2026 [7] - The company aims to enhance its core products and invest in new technologies related to chassis control and humanoid robotics [7] Group 4: Mergers and Acquisitions - The company is actively pursuing the acquisition of the American WAC company, with due diligence and negotiations ongoing [6] - Future investment plans include increasing stakes in startups within humanoid robotics, low-altitude economy, clean energy, and new energy vehicle components [8] Group 5: Employee Incentives - A stock option incentive plan was disclosed in March 2024, with the first exercise period completed in September 2025, aimed at enhancing profitability and employee engagement [9]

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Insights - The humanoid robot sector continues to rebound, entering an upward channel, with the core company index rising by 5.54%, outperforming the broader market [12][11] - Multiple factors contributed to the unexpected strength of the rebound, including prior adjustments in the sector, advancements in Tesla's Optimus robot, and anticipated supportive policies from the U.S. government [4][12] - The year 2026 is projected to be a milestone for humanoid robot mass production, with significant catalysts expected [4][40] Summary by Sections Humanoid Robot Sector Performance - The humanoid robot sector index and leading stocks have shown a continued rebound, with the core company index increasing by 5.54% during the week of December 1 to December 5, 2025 [12][11] - The top five performers included Hengli Hydraulic (+11.53%), Siling Co. (+10.07%), and Wuzhou Xinchun (+9.24%) [12][14] Optimus Robot Development - Tesla's Optimus robot is progressing towards mass production, with recent demonstrations showcasing its running capabilities, achieving speeds of 2.5-3 m/s [5][16] - The U.S. government is expected to introduce supportive policies for the robot industry, which may accelerate development and enhance market confidence [31][33] - The domestic industrialization process is also speeding up, with leading companies preparing for capital market entry [34][38] Investment Opportunities - Key investment opportunities are identified in the supply chain, including components such as head assemblies, bearings, and structural parts [27][30] - Specific companies recommended for investment include Lens Technology, Minth Group, and Wuzhou Xinchun, among others [6][30] - The report emphasizes the importance of technological upgrades and supply chain integration to support mass production [27][30]