均胜电子：公司机器人关键部件解决方案布局完善，进军汽车及机器人Tier1。2025年公司发布的机器 人AI头部总成、基于英伟达JetsonThor芯片的全域控制器、新一代机器人能源管理产品以及胸腔与底盘 总成、传感器等机器人解决方案，形成完善的产品矩阵体系。 模塑科技：与国内某机器人公司签订了零部件采购框架协议，并于近日正式接到客户发出的人形机器人 外覆盖件小批量采购订单，标志着公司业务正式向人形机器人产业拓展。 *风险提示：股市有风险，入市需谨慎 据IDC预测，2025年中国商用人形机器人出货量约5000台，到2030年将增长至近6万台，年复合增长率 超过95%。 公司方面，据证券时报表示， *免责声明：文章内容仅供参考，不构成投资建议 据证券时报报道， 12月18日，王力宏成都演唱会首次引入宇树科技G1人形机器人伴舞，共同演绎《火 力全开》， 实现了全球首个演唱会机器人舞台。6名机器人身着银色亮片服装，精准卡点音乐节奏，动 作与王力宏及其伴舞高度同步。最后表演以机器人一起完成高难度"韦伯斯特"空翻结尾，燃炸全场。视 频在网上发布后，引发海内外的关注。 特斯拉CEO马斯克转发并配文"令人印象深刻"。相关话题 ...

Group 1 - The core viewpoint of the news is that Jiangnan Mould & Plastic Technology Co., Ltd. has seen a stock price increase of 5.02%, reaching 10.66 CNY per share, with a trading volume of 181 million CNY and a turnover rate of 1.88%, resulting in a total market capitalization of 9.786 billion CNY [1] - Jiangnan Mould & Plastic Technology was established on June 27, 1988, and listed on February 28, 1997. The company specializes in the development, production, and sales of automotive bumpers and other components, plastic products, molds, and high-tech molded products [1] - The main business revenue composition includes: automotive parts manufacturing at 84.59%, specialized equipment and mold manufacturing at 6.95%, medical services at 3.48%, castings at 2.58%, other (supplementary) at 1.28%, and real estate leasing at 1.11% [1] Group 2 - Among the top ten circulating shareholders of Jiangnan Mould & Plastic Technology, Yongying Fund has a fund that entered the list, holding 17.51 million shares, which accounts for 1.91% of the circulating shares. The estimated floating profit today is approximately 8.93 million CNY [2] - The Yongying Advanced Manufacturing Select Mixed Fund A (018124) was established on May 4, 2023, with a latest scale of 4.697 billion CNY. Year-to-date returns are 67.19%, ranking 334 out of 8098 in its category; the one-year return is 66.23%, ranking 333 out of 8067; and since inception, the return is 111.46% [2]

Core Viewpoint - Moulding Technology has signed a procurement framework agreement with a domestic robotics company, marking its official entry into the humanoid robot industry with a recent small batch order for outer covers [1] Group 1: Business Expansion - The company is expanding its business into the humanoid robot sector, which is indicated by the recent procurement order [1] - The lightweight design of the robots will reduce energy consumption during both static and dynamic operations, allowing for longer battery life under the same capacity [1] - Lightweight construction alleviates heat dissipation issues and simplifies system design, enhancing overall robot stability [1] Group 2: Product Benefits - Reducing the weight of robots decreases the load on core driving components such as motors and reducers, leading to lower heat generation during operation [1] - The plastic outer shell of humanoid robots provides cushioning during falls, protecting internal components and minimizing environmental damage, thus enhancing safety [1] Group 3: Market Outlook - The company has established a solid customer base in its main business, which is expected to support steady growth in performance [1] - The humanoid robot business is anticipated to open a second growth curve for the company, maintaining a "buy" investment rating [1]

2025 年 12 月 16 日 获人形机器人项目订单，开辟轻量化新兴应用市 场 买入(维持) 事件 分析师：林子健 S1050523090001 linzj@cfsc.com.cn | 基本数据 | 2025-12-15 | | --- | --- | | 当前股价（元） | 11.05 | | 总市值（亿元） | 101 | | 总股本（百万股） | 918 | | 流通股本（百万股） | 918 | | 52 周价格范围（元） | 6.24-12.41 | | 日均成交额（百万元） | 359.99 | 市场表现 -20 0 20 40 60 80 (%) 模塑科技 沪深300 资料来源：Wind，华鑫证券研究 相关研究 1、《模塑科技（000700）：2025Q3 净利润短期承压，新项目定点奠定 未来成长基本盘》2025-11-18 2、《模塑科技（000700）：盈利能 力逐步修复，密集获得大客户项目 定点》2025-08-26 —模塑科技（000700.SZ）公司事件点评报告 模塑科技与国内某机器人公司签订了零部件采购协议，正式 接到客户发出的人形机器人外覆盖件小批量采购订单。 公司在国内豪华车外 ...

Core Viewpoint - The company has signed a procurement framework agreement with a domestic robotics company and has received a small batch order for humanoid robot outer covers, marking its official expansion into the humanoid robotics industry [1]. Group 1 - The company has entered into a procurement framework agreement with a domestic robotics firm [1]. - The recent order received is for small batch production of outer covers for humanoid robots [1]. - This order signifies the company's strategic move into the humanoid robotics sector [1].

Group 1 - Unicom Guowei has established a Central Research Institute focusing on the development of edge AI chips for applications in autonomous driving, embodied robots, and low-altitude flying vehicles [2] - The research will also include new types of storage devices based on two-dimensional materials and high-performance special sensor chips [2] - Aerospace Electronics plans to increase its investment in Aerospace Long March Rocket Technology Co., Ltd. by 728 million yuan, maintaining the existing shareholding structure [3] Group 2 - Aerospace Rainbow successfully completed the first flight test of its self-developed Rainbow-7 high-altitude, high-speed, long-endurance drone, achieving all preset parameters [4] - The project is still in the research and testing phase, with further rigorous testing and validation required before mass production [4] Group 3 - Changchun High-tech's subsidiary signed an exclusive licensing agreement for the GenSci098 injection project, potentially earning up to 1.365 billion USD in milestone payments [5] - The agreement includes an initial payment of 120 million USD and additional milestone payments related to development and commercialization [5] Group 4 - TCL Technology plans to acquire a 10.7656% stake in Shenzhen Huaxing Semiconductor for 6.045 billion yuan, increasing its ownership from 84.2105% to 94.9761% [26] - This acquisition aims to enhance TCL's competitiveness and profitability in the semiconductor display industry [26] Group 5 - Zhongmin Resources announced the successful ignition of its Tsumeb smelting plant's multi-metal comprehensive recycling project, with an annual processing capacity of 80,000 tons [11] - The project will produce various products, including germanium ingots and zinc ingots, with a design capacity of 33 tons/year for germanium [11] Group 6 - Xinhua Insurance reported a 16% year-on-year increase in original insurance premium income, totaling 188.85 billion yuan from January to November 2025 [43] - This growth reflects the company's strong performance in the insurance market [43]

Group 1 - The company announced the approval of several proposals during the fifth (temporary) meeting of the twelfth board of directors, including the expected daily related transaction limit for the year 2026 [2] - The company also proposed to hold the first temporary shareholders' meeting of 2026 [2]

Group 1 - The company, Mould Technology (000700), announced that it will hold its first extraordinary shareholders' meeting on January 5, 2026 [1]

Group 1 - Muxi Co., Ltd. will list its common stock on the Sci-Tech Innovation Board on December 17, 2025 [1] - Xinghua New Materials signed a strategic cooperation agreement with Guoteng Company to collaborate in the quantum technology field [2] - TCL Technology's subsidiary plans to acquire a 10.7656% stake in Shenzhen Huaxing Semiconductor for 60.45 billion RMB [3] Group 2 - Jingjia Micro's subsidiary has completed key stages of its edge AI SoC chip, marking a significant project breakthrough [4] - Cambricon plans to use 2.778 billion RMB of its capital reserve to offset losses [5] - Bojun Technology's subsidiary intends to invest 600 million RMB in an automotive lightweight component production base in Chongqing [6] Group 3 - Longqi Technology plans to invest approximately 1.5 billion RMB to build an AI + smart terminal digital benchmark factory in Nanchang [7] - Taili Technology signed a strategic cooperation framework agreement with Jinan University to establish an advanced functional materials research institute with an investment of 100 million RMB [8][9] - Pengding Holdings plans to invest a total of 4.297 billion RMB in a production facility in Thailand by 2026 [10] Group 4 - China Metallurgical Group reported a new contract amount of 958.13 billion RMB from January to November 2025, a decrease of 8.6% year-on-year [16] - 吉祥航空 reported an 8.92% year-on-year increase in passenger turnover in November 2025 [17] - Hainan Airport's passenger throughput reached 2.0909 million in November 2025, a year-on-year increase of 8.16% [20] Group 5 - Xinhua Insurance reported a cumulative original insurance premium income of 188.85 billion RMB from January to November 2025, a year-on-year increase of 16% [21] - Huafeng Aluminum's controlling shareholder plans to reduce its stake by up to 2.17% [22] - Digital Vision plans to repurchase shares worth 80 million to 120 million RMB [23]

Group 1 - The core point of the article is that Mould Technology (SZ 000700) held a temporary board meeting on December 15, 2025, to discuss the proposal for the first temporary shareholders' meeting of 2026 [1] - For the first half of 2025, Mould Technology's revenue composition was as follows: automotive industry accounted for 92.83%, medical industry 3.48%, casting 2.58%, and real estate 1.11% [1] - As of the report, Mould Technology's market capitalization was 10.1 billion yuan [1]