证券代码：001339 证券简称：智微智能 公告编号：2025-003 深圳市智微智能科技股份有限公司（以下简称"本公司"或"公司"）于 2025 年 9 月 13 日披露了《关于公司控股股东、实际控制人减持预披露的公告》（公告编 号：2025-081），公司控股股东、实际控制人之一郭旭辉先生计划在公告披露之日起 十五个交易日后的三个月内（即 2025 年 10 月 14 日至 2026 年 1 月 13 日）拟以集中 竞价交易和大宗交易相结合的方式减持本公司股份合计不超过 7,500,000 股，约占本 公司总股本比例 2.9749%。 公司近日收到控股股东、实际控制人郭旭辉先生出具的《关于股东减持计划实 施完毕的告知函》，获悉其在 2025 年 11 月 10 日至 2026 年 1 月 9 日期间，通过集 中竞价交易方式减持公司股份 2,500,000 股，通过大宗交易方式减持公司股份 5,000,000 股，累计减持公司股份 7,500,000 股。截至本公告披露日，减持计划已实施 完毕，现将有关情况公告如下： 一、股东减持股份情况 | 股东 减持股 | 减持 | 减持期间 | 减持价格区 | 减持均 ...

智微智能公告称，公司控股股东、实际控制人之一郭旭辉减持计划已实施完毕。其在2025年11月10日至 2026年1月9日，通过集中竞价和大宗交易累计减持750万股，占总股本比例2.9749%，其中集中竞价减 持250万股，均价54.09元/股；大宗交易减持50万股，均价44.55元/股。减持后其持股降至6870万股，占 比27.24%。本次减持不影响公司控制权，且郭旭辉严格履行相关承诺。 ...

| 权益类证券大宗交易(协议交易) | | --- | | 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) | | | | 2026-01-08 | 001339 | 智微智能 | 48.12 | 10.00 | 481.20 广发证券股份有限 | | 中信证券股份有限 | | | | | | | | 公司深圳壹方中心 | 公司深圳深南中路 | | | | | | | 证券营业部 | | 中信大厦证券营业 | | | | | | | | ਜ਼ਿੰ | | 1月8日，智微智能大宗交易成交10万股，成交额481.2万元，占当日总成交额的2.14%，成交价48.12 元，较市场收盘价53.39元折价9.87%。 ...

智微智能公告称，2025年12月31日至2026年1月6日，控股股东、实际控制人之一郭旭辉通过集中竞价和 大宗交易累计减持218.88万股，占总股本0.87%。本次权益变动后，郭旭辉和袁微微合计持股1.69亿 股，占总股本66.90%，变动触及1%整数倍。本次变动系履行减持计划，不会导致控制权变更，也不影 响公司治理、股权结构及持续经营，减持计划尚未实施完毕。 ...

关于控股股东、实际控制人权益变动触及1%整数倍的公告 本公司控股股东、实际控制人郭旭辉先生和袁微微女士保证向本公司提供的信息内容 真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 深圳市智微智能科技股份有限公司（以下简称"本公司"或"公司"）于 2025 年 9 月 13 日披露了《关于公司控股股东、实际控制人减持预披露的公告》（公告编 号：2025-081），公司控股股东、实际控制人之一郭旭辉先生计划在公告披露之日起 十五个交易日后的三个月内（即 2025 年 10 月 14 日至 2026 年 1 月 13 日）拟以集中 竞价交易和大宗交易相结合的方式减持本公司股份合计不超过 7,500,000 股，约占本 公司总股本比例 2.9749%。 证券代码：001339 证券简称：智微智能 公告编号：2026-002 深圳市智微智能科技股份有限公司 | 股份性质 | | | 本次变动前持有股份 | | 本次变动后持有股份 | | --- | --- | --- | --- | --- | --- | | | | 股数 | 占总股本比例 | ...

Core Insights - In December 2025, the total amount of shares sold by directors, supervisors, and senior executives of listed companies in the Shanghai and Shenzhen stock markets reached approximately 8.374 billion yuan, involving 318 companies, while the total amount of shares bought was about 624 million yuan, involving 64 companies, resulting in a net reduction of 7.75 billion yuan [2][5]. Group 1: Share Reduction - The mechanical equipment industry had the highest amount of share reductions in December, totaling approximately 1.316 billion yuan [13]. - The top three companies with the highest share reductions were Western Gold, Yingshi Sheng, and Zhiwei Intelligent, with reductions of approximately 307 million yuan, 263 million yuan, and 247 million yuan respectively [5][6]. - The total amount of share reductions in December 2025 increased by 165.29% year-on-year but decreased by 1.21% month-on-month [2]. Group 2: Share Increase - The pharmaceutical and biological industry had the highest share increases in December, totaling approximately 294 million yuan [21]. - The top three companies with the highest share increases were Mindray Medical, Zhejiang Fu Holdings, and Yixin Hall, with increases of approximately 226 million yuan, 208 million yuan, and 66 million yuan respectively [14][17]. - The total amount of share increases in December 2025 increased by 212.29% year-on-year and by 69.58% month-on-month [2].

Group 1 - The 2026 International Consumer Electronics Show (CES 2026) in Las Vegas showcases advancements in humanoid robots from companies like Boston Dynamics and UTree Technology, with major tech firms launching next-generation humanoid robots [1] - Qualcomm introduced a next-generation robotics architecture that integrates hardware, software, and composite AI, along with a new high-performance robotics processor aimed at industrial AMRs and full-sized humanoid robots [1] - Hyundai Motor Group's Boston Dynamics presented a mass-production version of the Atlas humanoid robot, with plans to integrate it into a global network for real-world tasks starting in 2028 [1] Group 2 - Domestic companies are accelerating their entry into the humanoid robot sector through mergers, fundraising, and strategic collaborations, covering the entire industry chain from core components to applications [2] - By 2025, several humanoid robot manufacturers, including UTree Technology and UBTECH, are expected to achieve mass production, with more companies expanding capacity in 2026 [2] - Tesla is projected to produce between 50,000 to 100,000 humanoid robots in 2026, marking the industry’s transition into a phase of mass production and commercial exploration [2] Group 3 - The humanoid robot market is expected to reach $5 trillion by 2050, with a deployment of 1 billion units, indicating significant market potential that attracts automotive companies [3] - There are 31 humanoid robot concept stocks predicted to have a net profit growth rate exceeding 20% in 2026 and 2027, according to consensus from five or more institutions [3] - Stocks with over 30% upside potential include Zhiwei Intelligent, Softcom Power, Zhenyu Technology, Leisai Intelligent, and Xiangxin Technology, with Zhiwei Intelligent having the highest upside at 43.6% [3] Group 4 - As of January 6, five stocks have a rolling P/E ratio below 40, including Huqin Technology, Jihong Co., Tuobang Co., Dechang Co., and Jiechang Drive [4] - Huqin Technology has the lowest rolling P/E ratio at 24.25, with expectations of continued revenue growth in data business and optimization of product structure [4]

Core Insights - On January 6, 2026, Zhiwei Intelligent executed a block trade of 110,000 shares, amounting to 5.2602 million yuan, which represented 1.06% of the total trading volume for the day. The transaction price was 47.82 yuan, reflecting an 11.58% discount compared to the market closing price of 54.08 yuan [1]. Group 1 - The block trade involved a total of 110,000 shares at a price of 47.82 yuan per share [1]. - The total transaction value for the block trade was 5.2602 million yuan [1]. - The discount of 11.58% indicates a significant deviation from the market closing price, suggesting potential investor sentiment or market conditions affecting the stock [1]. Group 2 - The trade was executed by institutional buyers, with specific details indicating that the buyers were from CITIC Securities [2]. - The transaction volume included two separate trades: one for 60,000 shares and another for 50,000 shares, both at the same price [2]. - The trading activity occurred at a time when the stock was priced significantly lower than its recent market performance, indicating potential strategic buying opportunities for institutional investors [1][2].

Group 1 - Humanoid robots are emerging as a highly promising frontier in technology, attracting attention from global tech giants and investors [1] - The 2026 CES will showcase a significant number of humanoid robots, with companies like Boston Dynamics and others presenting their latest advancements [2] - The CEO of Creative Strategies highlighted that the CES will feature a surge in humanoid robots, particularly from China, indicating a robust ecosystem [2] Group 2 - Hyundai Motor Group announced that Boston Dynamics will showcase a mass-produced version of the Atlas humanoid robot at CES 2026, aiming to integrate it into their global network for practical tasks [3] - The humanoid robot industry is entering a mass production phase, with several companies expected to achieve production milestones by 2025 and 2026 [4] - Tesla is projected to produce between 50,000 to 100,000 humanoid robots by 2026, marking the industry’s transition into a phase of mass production and commercial exploration [4] Group 3 - A significant number of A-share market stocks are positioned within the humanoid robot industry, with 31 stocks expected to see net profit growth exceeding 20% in 2026 and 2027 [5] - Stocks such as Zhimi Intelligent and Softcom Power are identified as having substantial upside potential, with predicted price increases exceeding 30% [5] - Zhimi Intelligent leads with a projected upside of 46.17%, focusing on embodied intelligence and various robotic applications [5][6] Group 4 - The rolling P/E ratio for Huqin Technology is noted to be the lowest at 24.3 times, with expectations of continued revenue growth in AI and server sectors [6] - The report indicates that the humanoid robot market is expected to reach a size of $5 trillion by 2050, with a deployment of 1 billion units, suggesting a significant market opportunity [4]

格隆汇1月5日丨智微智能(001339.SZ)公布，近年来，具身智能正经历从"任务专一型"向"通用具身智 能"的范式转移，具身智能大模型不仅有望成为突破传统机器人控制瓶颈的核心路径，更是响应国家战 略与社会需求的重要技术方向。为抢先布局具身智能大模型，提升核心竞争力，充分把握具身智能产业 发展机遇，公司与瓴真私募基金管理（嘉兴）有限公司（简称"瓴真私募"）等合作方共同签署了《共青 城楷联恒真创业投资合伙企业（有限合伙）合伙协议》，由公司与沈建强、旷怡、张菁菁和魏宇强共同 对共青城楷联恒真进行增资，通过直接或间接的方式对星源智进行投资。本次增资后，共青城楷联恒真 认缴规模拟从2,240万元增至人民币3,320万元，公司作为有限合伙人拟以自有资金认缴出资人民币500万 元，占合伙企业15.06%份额。 ...