Group 1 - The core viewpoint of the news is that Mould Technology (SZ000700) experienced a trading halt with a price increase of 9.99% to 15.41 yuan, driven by its stable automotive parts business, breakthroughs in robotics, overseas orders, and high cash dividends [1] Group 2 - The company's main business in automotive parts is stable, with an annual production capacity of 6 million sets of bumpers [1] - Mould Technology has made breakthroughs in its robotics business, securing small batch orders and successfully entering the humanoid robot market, which is expected to create a second growth curve [1] - The overseas business expansion is progressing well, with the Mexican factory achieving profitability and receiving a 1.236 billion yuan order from a North American electric vehicle company [1] Group 3 - For the first three quarters of 2025, the company plans to distribute a cash dividend of 3.268 yuan per 10 shares, with a dividend payout ratio of 80%, which is attractive to investors [1] - The company's financial structure has improved, with short-term borrowings reduced by 44.59%, significantly alleviating debt pressure [1] Group 4 - The recent market activity shows that the robotics and new energy vehicle sectors are performing strongly, which may have contributed to Mould Technology's stock price increase due to sector linkage effects [1] - There was likely a capital inflow on the day of the trading halt, which may have driven the stock price to its limit [1] - Technically, if the stock price breaks through key resistance levels, it could attract more investor attention [1]

Group 1 - The humanoid robot concept is gaining momentum, with several companies experiencing significant stock price increases, including Yifan Transmission, which reached a 20% increase, and Zhongkong Technology and Moulding Technology, both hitting the daily limit up [1][2] - Notable stock performances include Yifan Transmission at 55.92, Zhongkong Technology at 70.15, and Moulding Technology at 15.41, reflecting increases of 20.00%, 10.09%, and 9.99% respectively [2] Group 2 - The Ministry of Industry and Information Technology plans to promote innovation and upgrades in humanoid robot technology, aiming to drive the development of the embodied intelligence industry [4] - Key initiatives include enhancing technology through major national projects, improving product quality and safety, and establishing a comprehensive standardization system for humanoid robots [4] - The ministry will also strengthen investment support for humanoid robots and promote the establishment of an open-source community for innovation sharing [4]

1月20日，模塑科技跌5.06%，截至发稿，报13.89元/股，成交8.34亿元，换手率6.40%，总市值127.51亿 元。 长城新兴产业混合A（000976）成立日期2015年2月17日，最新规模6092.25万。今年以来收益6.97%， 同类排名2891/8848；近一年收益38.49%，同类排名3294/8093；成立以来收益190.4%。 长城新兴产业混合A（000976）基金经理为刘疆。 截至发稿，刘疆累计任职时间6年288天，现任基金资产总规模2.15亿元，任职期间最佳基金回报 134.79%， 任职期间最差基金回报35.11%。 资料显示，江南模塑科技股份有限公司位于江苏省江阴市周庄镇长青路8号，成立日期1988年6月27日， 上市日期1997年2月28日，公司主营业务涉及汽车保险杠等零部件、塑料制品、模具、模塑高科技产品 的开发、生产和销售。主营业务收入构成为：汽车零部件制造业84.59%，专用装备及模具制造6.95%， 医疗服务3.48%，铸件2.58%，其他(补充)1.28%，房产租赁1.11%。 从基金十大重仓股角度 数据显示，长城基金旗下1只基金重仓模塑科技。长城新兴产业混合A（00 ...

Investment Rating - Investment rating: Positive (maintained) [1] Core Viewpoints - The report emphasizes the potential of thermoplastic polyurethane (TPU) materials in humanoid robots, highlighting their excellent performance in safety protection and shock absorption, making them an ideal choice for the latest developments in robotics [5][19][30] - The application of TPU in humanoid robots is expected to drive significant market growth, with a projected increase in TPU consumption from 447,000 tons in 2019 to 720,000 tons in 2024, reflecting a CAGR of 10% [7][41] - The report identifies key companies that are likely to benefit from the growth in humanoid robots, particularly those involved in the manufacturing of TPU structural components [8][45] Summary by Sections TPU Material Advantages - TPU combines high elasticity and mechanical strength, making it suitable for various applications in humanoid robots, including safety protection, structural components, and sensor packaging [6][24] - The material's properties, such as high wear resistance, tear resistance, and fatigue resistance, make it ideal for high-contact and high-friction scenarios [30][31] Market Expansion Potential - The humanoid robot market is expected to create a new growth space for TPU, with an optimistic scenario projecting a market space exceeding 3 billion yuan when production reaches one million units [7][40] - The report suggests that the TPU market will expand significantly as it replaces and penetrates traditional applications in footwear, films, and automotive sectors [41] Beneficiary Companies - Midstream TPU structural component manufacturers are expected to benefit first from the volume production of humanoid robots, with companies like Kaizhong Co. and Mould Technology identified as key players [8][45] - Other beneficiaries include companies involved in flexible protective materials and electronic skin production, such as Riyi Electronics and Henghui Security [8][52] Investment Logic - The report outlines that the production of humanoid robots will lead to an increase in TPU market size and push industry valuation upwards, with a projected single-unit TPU usage of 6-10 kg per robot [40][41] - The existing experience and production lines in the automotive sector can be leveraged for the production of TPU components for humanoid robots, facilitating a quicker adaptation to market demands [45][46]

模塑科技1月13日大宗交易平台出现一笔成交，成交量30.00万股，成交金额420.00万元，大宗交易成交 价为14.00元，相对今日收盘价溢价6.87%。该笔交易的买方营业部为方正证券股份有限公司上海长宁区 延安西路证券营业部，卖方营业部为国联民生证券股份有限公司宁波战船街证券营业部。 证券时报·数据宝统计显示，模塑科技今日收盘价为13.10元，下跌6.43%，日换手率为9.83%，成交额为 12.05亿元，全天主力资金净流出1.50亿元，近5日该股累计下跌10.88%，近5日资金合计净流出6.01亿 元。 1月13日模塑科技大宗交易一览 | 成交量 | 成交金 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | 额（万 | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | 元） | （元） | | | | | 30.00 | 420.00 | 14.00 | 6.87 | 方正证券股份有限公司上海 | 国联民生证券股份有限公 | | | | | | 长宁区延安西路证券营业部 | 司宁波战船街证券营业部 | ...

Group 1 - The core point of the article highlights that Mould Technology experienced a decline of 6.43% on January 13, closing at 13.10 yuan, with a significant block trade occurring [1] - The block trade involved a total volume of 300,000 shares and a transaction amount of 4.2 million yuan, with a premium rate of 6.87% [1] - The buyer was from Founder Securities Co., Ltd., while the seller was from Guolian Minsheng Securities Co., Ltd. [1] Group 2 - Over the past three months, Mould Technology has recorded only one block trade, totaling 4.2 million yuan [1] - In the last five trading days, the stock has seen a cumulative decline of 10.90%, with a net outflow of 609 million yuan in principal funds [1]

| 权益类证券大宗交易(协议交易) | | | | | | | | 团 下载 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | | | | | (元) | (万股/万份) | (万元) | | | | | 2026-01-13 | 000700 | 模塑科技 | 14.00 | 30.00 | | 420.00 方正证券股份有限 | 国联民生证券股份 | | | | | | | | | 公司上海长宁区处 | 有限公司宁波战船 | | | | | | | | | 安西路证券营业部 | 街证券营业部 | | 1月13日，模塑科技大宗交易成交30万股，成交额420万元，占当日总成交额的0.35%，成交价14元，较 市场收盘价13.1元溢价6.87%。 ...

Investment Rating - The report maintains a "Recommended" rating for the automotive industry, indicating a positive outlook for investment opportunities [2][10]. Core Insights - The humanoid robot industry is accelerating towards large-scale production, with significant developments from companies like Tesla and Xiaopeng, which are expected to drive market momentum [5][10]. - The recent application for 200,000 new satellites in China is set to propel the commercial space industry, driven by policy support and the need for satellite launch capacity [6][8]. - The report highlights the importance of technological and production capacity advantages in the humanoid robot sector, suggesting a focus on component manufacturers [5][10]. Summary by Sections Humanoid Robot Sector - The Huaxin humanoid robot index increased by 2.45% this week, with a cumulative return of 118.1% since 2025 [19]. - Within the humanoid robot sector, the assembly segment performed well, rising by 5.5%, while other components showed mixed results [22]. - Key companies in the humanoid robot space, such as Boston Dynamics and Xiaopeng, are making strides in production capabilities and technological advancements [3][4][31]. Automotive Sector - The CITIC automotive index rose by 2.7%, slightly underperforming the broader market [35]. - The smart vehicle segment showed strong performance, with the smart car index increasing by 6.8% [38]. - Notable companies such as Junda Co., Kinggoo Co., and Kaizhong Co. saw significant stock price increases, indicating positive market sentiment [43]. Investment Recommendations - The report suggests focusing on companies with technological and production advantages in the humanoid robot sector, including component manufacturers like Mould Technology and Shuanglin Co. [10][12]. - In the commercial space sector, attention is drawn to launch service providers and satellite assembly companies due to the anticipated surge in satellite launches [8].

Investment Rating - The industry investment rating is maintained as "Positive" [6] Core Insights - The trend towards lightweight humanoid robots is irreversible, with the future widespread application of electronic skin expected to drive growth in orders for dexterous hands and related manufacturers, benefiting lightweight material and component suppliers [3] - TPU (Thermoplastic Polyurethane) materials exhibit significant advantages such as good stretchability, abrasion resistance, thermal stability, and corrosion resistance, with sufficient domestic production capacity [9][17] - The global electronic skin market is projected to reach USD 6.44 billion by 2025 and USD 111.53 billion by 2035, with a compound annual growth rate (CAGR) of 33% over the next decade, driven primarily by medical needs, wearable devices, and robotics applications [13][17] Summary by Sections TPU Material Advantages - TPU materials combine the processing capabilities of plastics with the elasticity of rubber, offering excellent biocompatibility, high-temperature resistance, and corrosion resistance. The domestic production capacity is primarily focused on mid-to-low-end products, with leading domestic companies achieving quality comparable to international leaders [9][18] Electronic Skin Market - The electronic skin market is expected to grow rapidly, with robotics applications accounting for approximately 42% of the market. About 68% of robotics laboratories are actively testing electronic skin to enhance tactile perception [13][17] Application in Robotics - TPU materials are well-suited for the performance requirements of electronic skin and lightweight structural components in robots. They have been explored in applications such as the passive support system of the Xiaopeng IRON robot and in collaborations between Fourier Intelligence and BASF [17][18]

董秘最新回复 投资者： 董秘您好，请问贵公司在人形机器人领域与国内头部机器人公司宇树机器人、众擎机器人、 智元机器人等是否存在合作？贵公司在汽车零部件领域是特斯拉的供应商，以后是否也有可能进入特斯 拉机器人供应链？ 截至2026年1月8日收盘，模塑科技(000700)报收于14.82元，上涨0.82%，换手率11.49%，成交量105.46 万手，成交额15.6亿元。 交易信息汇总资金流向 投资者： 公司在脑机接口方面怎么布局。 投资者： 请问截止2025年12月31日股东人数是多少？ 来自交易信息汇总：1月8日主力资金净流入6675.7万元，呈现明显吸筹迹象。 董秘： 尊敬的投资者您好：基于商业保密要求，公司不便透露具体客户信息，请以公司公告为准。感 谢您的关注! 投资者： 贵公司很多医疗方向的子公司，请问这些医疗公司或医院或医疗投资公司，有没有脑机这方 面的或者临床工作或研究或技术储备或这相关行业的战略投资 董秘： 尊敬的投资者您好：公司下属明慈医院为心血管三级专科医院，公司目前没有脑机相关业务、 技术及投资。感谢您的关注! 董秘： 尊敬的投资者您好：公司目前没有脑机相关业务，感谢您的关注! 董秘： 尊敬 ...