【人形机器人】市场新信息汇总260224 注：以下信息为市场传言汇总，未经二次加工，不代表个人观点，不构成投资建议，请谨慎参考。 1、主流标的 【维宏股份】子公司汉姆电子为宇树零巧手电机供应商，高ASP。 汉姆董事长目前仍在北美，节后特斯拉进展，国产头部零巧手客户合作等催化值得期待。 【维宏股份】子公司汉姆电子为宇树零巧手电机供应商，高ASP。 汉姆董事长目前仍在北美，节后特斯拉进展，国产头部零巧手客户合作等催化值得期待。 【凯众股份】新能源车TPU结构件龙头，切入T机器人缓震结构件、足部总成、手套；主业含并购2亿利润，T链市 值最小、弹性最大。 已为小鹏、智元、YS累计提供近万套产品。 【科达利】谐波环节最强势的进攻方，有望成为贝塔时代、V4时代的核心供应商。 【万向钱潮】T机器人轴承/新型万向节核心供应商，格局最优；量产单机ASP 1万元；新增轻量化骨架，ASP提升 15%。 机器人轴承已覆盖国内主要本体企业。 【凯众股份】新能源车TPU结构件龙头，切入 【人形机器人】市场新信息汇总260224 注：以下信息为市场传言汇总，未经二次加工，不代表个人观点，不构成投资建议，请谨慎参考。 1、主流标的 【模塑科 ...

证 券 研 究 报 告 行业周报 机器人春晚表现亮眼，我国首次完成一级箭体海上回收 汽车行业周报 ◼ SAC编号：S1050523090001 投 资 要 点 ▌机器人春晚表现超预期，T链继续关注Optimus Gen3发布催化 宇树科技三登总台春晚，完成全球首次全自主人形机器人集群武术表演。在《武BOT》节目中，其24台机 器人G1完成了包括花式翻桌跑酷、单脚连续空翻、两步蹬墙后空翻、大回旋七周半等复杂动作。王兴兴采 访中强调，运动能力是所有的机器人或者具身智能落地的必要条件。目前G1机器人最快移动速度可达4米/ 秒，春晚展现的其集群控制技术、快速走位能力都可以迁移到工厂场景中，有利于未来的机器人大规模集 群化干活。据王兴兴预计，2026年宇树的出货量或将达到一到两万台左右。 投资评级： （ ） 报告日期： 推荐 维持 2026年02月24日 ◼ 分析师：林子健 魔法原子多款机器人协同亮相，银河通用和松延动力展示各自特色。魔法原子Z1完成了单手倒立支撑跳、 托马斯、踢月腿360°特技等一系列高难度动作展示；上百台由魔法原子四足机器人MagicDog穿戴熊猫外 观改造而成的"机器熊猫"同时登场，在城市广场完成 ...

（编辑 丛可心） 证券日报网讯 2月12日，模塑科技发布公告称，控股股东江阴模塑集团于2月9日-10日解除质押5538.67 万股，占其持股16.39%、公司总股本6.03%；同日再质押4688.67万股，占其持股13.87%、公司总股本 5.11%，用途为资金调度。 ...

每经头条（nbdtoutiao）——打造百万元级尊界的江淮，迎来葛卫东、方文艳联手投资：两人各掏10亿 元，公司股价应声大涨！复盘历史：牛散参与定增有赚也有亏 每经AI快讯，模塑科技2月12日晚间发布公告称，截至本公告日，江阴模塑集团有限公司累计质押股数 约为2.52亿股，占其所持股份比例为74.5%。 （记者 曾健辉） ...

模塑科技公告称，近日控股股东江阴模塑集团有限公司对所持公司部分股份办理解除质押和质押业务。 解除质押方面，向农行江阴分行解除500万股（占其所持1.48%、总股本0.54%），向交行无锡分行解除 5038.67万股（占其所持14.91%、总股本5.49%）。质押方面，向交行无锡分行质押4688.67万股（占其 所持13.87%、总股本5.11%）用于资金调度。截至公告披露日，该股东累计质押25178.97万股，占其所 持74.5%、总股本27.43%，不存在平仓风险，不会致控制权变更。 ...

证券代码：000700 证券简称：模塑科技 公告编号：2026-002 江南模塑科技股份有限公司 关于控股股东部分股权解除质押和质押的公告 本公司及董事会全体成员保证公告内容真实、准确、完整，没有虚假记载、误导性陈述 或重大遗漏。 一、股东部分股份解除质押和质押的基本情况 江南模塑科技股份有限公司（以下简称"公司"）于近日接到控股股东江阴模 塑集团有限公司的通知，获悉其对所持有的公司部分股份办理了解除质押和质押 业务。具体事项如下： 2、本次股东部分股份质押的基本情况 | 股东名称 | 是否为控 股股东或 | 本次质 押股数 | 占其所 | 占公司 | 是否 | 是否为 | 质押开 | 质押到期 | | 用途 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 第一大股 | （万 | 持股份 | 总股本 | 为限 | 补充质 | 始日期 | 日 | 质权人 | | | | 东及其一 | 股） | 比例 | 比例 | 售股 | 押 | | | | | | | 致行动人 | | | | | | | | | | | 江阴 ...

Group 1 - The core point of the news is that Mould Technology's stock price dropped by 5.05% to 15.05 CNY per share, with a trading volume of 508 million CNY and a turnover rate of 3.62%, resulting in a total market capitalization of 13.816 billion CNY [1] - Mould Technology, established on June 27, 1988, and listed on February 28, 1997, is primarily engaged in the development, production, and sales of automotive bumpers and other components, plastic products, molds, and high-tech molded products [1] - The revenue composition of Mould Technology includes 84.59% from automotive parts manufacturing, 6.95% from specialized equipment and mold manufacturing, 3.48% from medical services, 2.58% from castings, 1.28% from other sources, and 1.11% from property leasing [1] Group 2 - Among the top circulating shareholders of Mould Technology, Yongying Fund has a fund that entered the top ten shareholders, holding 17.51 million shares, which accounts for 1.91% of the circulating shares, with an estimated floating loss of approximately 14.0086 million CNY [2] - The fund, Yongying Advanced Manufacturing Select Mixed Fund A (018124), was established on May 4, 2023, with a latest scale of 3.992 billion CNY, and has achieved a year-to-date return of 5.24%, ranking 4277 out of 8884 in its category, and a one-year return of 43.62%, ranking 2087 out of 8127 [2] - The fund manager, Zhang Lu, has a tenure of 6 years and 196 days, with the fund's total asset size at 30.183 billion CNY, achieving the best return of 161.94% and the worst return of -60.31% during the tenure [3]

Group 1 - The company was established in 1988 in Jiangyin and has over 30 years of experience in the automotive parts industry, becoming a leader in the automotive exterior parts sector, particularly in bumpers, with an annual production capacity exceeding 6 million sets [1] - The company has established production bases in various locations including Wuxi, Shanghai, Shenyang, Wuhan, Yantai, and Mexico, enhancing service efficiency for major clients such as BMW, Mercedes-Benz, and well-known electric vehicle manufacturers [1] - The automotive parts business is expected to continue growing due to the dual advantages of production capacity and customer resources, forming a solid foundation for the company's performance [1] Group 2 - The company is expanding into humanoid robot components using automotive parts technology and is investing in lightweight materials, aiming to enrich its product matrix [2] - A procurement framework agreement has been signed with a domestic robotics company, and the company has received small batch orders for humanoid robot outer covers, indicating potential for future production growth [2] - Revenue projections for 2025-2027 are estimated at 7.586 billion, 8.715 billion, and 9.648 billion yuan, with net profits of 542 million, 658 million, and 770 million yuan respectively, suggesting a positive outlook for the company's financial performance [2]

Group 1 - The core point of the article is that Mould Technology (000700.SZ) experienced a stock price increase of 6.17%, reaching a historical high of 15.650 yuan, with a total market capitalization of 14.367 billion yuan [1]

Group 1 - The core viewpoint of the news is that Mould Technology has experienced a significant stock price increase, with a 3.28% rise on February 3, reaching 14.80 yuan per share, and a total market capitalization of 13.582 billion yuan [1] - Mould Technology's stock has risen for three consecutive days, with a cumulative increase of 16.48% during this period [1] - The company, Jiangnan Mould Technology Co., Ltd., was established on June 27, 1988, and listed on February 28, 1997, primarily engaged in the development, production, and sales of automotive bumpers and other components, plastic products, molds, and high-tech molded products [1] Group 2 - According to data, the Western Gain Fund has a significant holding in Mould Technology, with the Western Gain New Run Mixed A Fund (673110) holding 556,500 shares, accounting for 2.21% of the fund's net value, making it the sixth-largest holding [2] - The fund has generated a floating profit of approximately 261,600 yuan today and a total of 1,163,100 yuan during the three-day stock price increase [2] - The Western Gain New Run Mixed A Fund was established on August 25, 2017, with a current scale of 162 million yuan and a year-to-date return of 2.09%, ranking 4639 out of 8874 in its category [2]