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。 ...

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。 ...

证券代码：001339 证券简称：智微智能 公告编号：2026-001 深圳市智微智能科技股份有限公司 关于与专业投资机构共同投资的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 重要内容提示： 1、深圳市智微智能科技股份有限公司（以下简称 "公司"）作为有限合伙人， 拟以自有资金向共青城楷联恒真创业投资合伙企业（有限合伙）（以下简称"共 青城楷联恒真"）认缴出资人民币 500 万元。 2、共青城楷联恒真投资方向为单一投资标的，即以直接或间接的方式投资 于北京星源智机器人科技有限公司（以下简称"星源智"），存在单一投资标的风 险；且具有投资周期较长、流动性较低的特点，投资效益存在不确定性等风险。 3、根据《深圳证券交易所股票上市规则》《深圳证券交易所上市公司自律 监管指引第 7 号——交易与关联交易》及《公司章程》等相关规定，本次共同投 资无需提交公司董事会、股东会审议，不构成同业竞争和关联交易，亦不构成《上 市公司重大资产重组管理办法》规定的重大资产重组。 根据《深圳证券交易所股票上市规则》《深圳证券交易所上市公司自律监管 指引第 7 号——交易与关联 ...

南财智讯1月4日电，智微智能公告，公司近日收到控股股东、实际控制人郭旭辉先生和袁微微女士出具 的《关于减持公司股份变动比例触及1%整数倍的告知函》。2025年12月17日至12月30日期间，郭旭辉 通过集中竞价交易减持公司股份53万股，通过大宗交易减持公司股份256.7万股，累计减持公司股份 309.7万股。本次权益变动后，郭旭辉与袁微微合计持有公司股份1.70935亿股，占公司总股本比例为 67.76%。本次权益变动不会导致公司控制权发生变更，也不会对公司的治理结构、股权结构及未来持 续经营产生重大影响。本次减持计划仍在实施中，尚未全部完成。 ...

证券代码：001339 证券简称：智微智能 公告编号：2025-091 深圳市智微智能科技股份有限公司 关于控股股东、实际控制人权益变动触及1%整数倍的公告 公司近日收到控股股东、实际控制人郭旭辉先生和袁微微女士出具的《关于减 持公司股份变动比例触及 1%整数倍的告知函》，获悉在 2025 年 12 月 17 日至 2025 年 12 月 30 日期间，郭旭辉先生通过集中竞价交易减持公司股份 530,000 股，通过大 宗交易减持公司股份 2,567,000 股，累计减持公司股份 3,097,000 股。本次权益变动 后，公司控股股东、实际控制人郭旭辉先生和袁微微女士合计持有公司股份 170,935,000 股，占公司总股本比例为 67.76%，变动触及 1%的整数倍。现将有关情 况公告如下： 1．基本情况 信息披露义务人一 郭旭辉 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。 持计划范围内。截至本公告日，本次减持计划尚未全部 实施完毕。 本次变动是否存在违反《证券 法》《上市公司收购管理办 法》等法律、行政法规、部 门规章 ...

Core Viewpoint - A total of 65 stocks in the A-share market experienced block trading today, with a total transaction value of 1.12 billion yuan, indicating active trading activity in the market [1] Group 1: Trading Activity - The top three stocks by transaction value were Jinfakeji (1.12 billion yuan), Zhiwei Intelligent (71.23 million yuan), and Changying Precision (63.91 million yuan) [1] - Among the stocks traded, 4 were at par value, 1 at a premium, and 60 at a discount; Muyuan Foods had a premium rate of 0.61% [1] - The highest discount rates were observed in Xiangming Intelligent (22.13%), Tianyin Electromechanical (21.64%), and Shenxinfeng (21.22%) [1] Group 2: Institutional Trading - The top buying amounts from institutional special seats were led by Zhiwei Intelligent (36.18 million yuan), Baosheng Co. (28.99 million yuan), and Bai'ao Chemical (13.52 million yuan) [1] - The top selling amounts from institutional special seats included Senqilin (10.59 million yuan) and Kangtai Biological (7.33 million yuan) [1]

12月31日智微智能大宗交易一览 | 成交量 | 成交金 | 成交价 | 相对当日收 | | | | --- | --- | --- | --- | --- | --- | | （万 | 额（万 | 格 | 盘折溢价 | 买方营业部 | 卖方营业部 | | 股） | 元） | （元） | （%） | | | | 22.00 | 986.26 | 44.83 | -12.29 | 机构专用 | 中信证券股份有限公司深圳 深南中路中信大厦证券营业 | | | | | | | 部 | | 11.20 | 502.10 | 44.83 | -12.29 | 机构专用 | 中信证券股份有限公司深圳 深南中路中信大厦证券营业 | | | | | | | 部 | | 10.00 | 448.30 | 44.83 | -12.29 | 国都证券股份有限公司江苏 | 中信证券股份有限公司深圳 深南中路中信大厦证券营业 | | | | | | 分公司 | 部 | | 10.00 | 448.30 | 44.83 | -12.29 | 招商证券股份有限公司西安 | 中信证券股份有限公司深圳 深南中路中信大厦证券营业 | | | | ...

Core Viewpoint - The stock of Zhiwei Intelligent experienced a rise of 2.61% on December 31, closing at 51.11 yuan, with significant block trading activity recorded [1]. Trading Activity Summary - A total of 23 block trades occurred, with a cumulative trading volume of 1.5888 million shares and a total transaction amount of 71.2264 million yuan [1]. - The first three trades had a transaction price of 44.83 yuan per share, with a total of 20.58 million shares traded at this price, reflecting a premium rate of -12.29% [1][2][3]. - Subsequent trades continued at the same price of 44.83 yuan, with multiple transactions involving institutional buyers and various brokerage firms, maintaining the same premium rate of -12.29% [2][3][4][5][6]. Recent Performance Metrics - Over the past three months, the stock has recorded a total of 58 block trades, amounting to 210 million yuan in total transaction value [7]. - In the last five trading days, the stock has increased by 5.23%, although there has been a net outflow of 343,900 yuan in principal funds [7].

12月30日，智微智能大宗交易成交62.2万股，成交额2752.35万元，占当日总成交额的11.91%，成交价44.25元，较市场收盘 价49.81元折价11.16%。 | 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) | | | 2025-12-30 | 001339 | 智微智能 | 44.25 | 5.00 | 221.25 招商证券股份有限 | 中信证券股份有限 | | | | | | | 公司西安北大街证 | 公司深圳深南中路 | | | | | | | 券营业部 | 中信大厦证券营业 | | | | | | | | 第0 | | 2025-12-30 | 001339 | 智微智能 | 44.25 | 6.80 | 300.90 浙商证券股份有限 | 中信证券股份有限 | | | | | | | 公司青田涌潮街证 | 公司深圳深南中路 | | | | | | | 券营业部 | 中信大厦证券营 ...

Group 1: Key Insights - The report highlights the strong growth potential of the semiconductor testing industry, particularly for companies like Huafeng Measurement and Control (688200), which is positioned to benefit from the increasing demand for simulation and digital testing machines driven by AI chip requirements [4][5][6] - Guoke Military Industry (688543) is noted for its transition from conventional ammunition to intelligent and information-based ammunition, which is expected to enhance its growth prospects in a high-demand industry [4][5] - Purtai (603659) is recognized as a leading global lithium battery materials platform, with its negative electrode and diaphragm businesses expected to show long-term improvement [4][5] Group 2: Company-Specific Analysis - Wanchen Group (300972) is projected to continue expanding its store count, currently exceeding 18,000, while improving net profit margins through scale effects and supply chain efficiencies [5][6] - Top Group (601689) is actively developing new products in collaboration with major clients, including liquid cooling solutions, which have already secured initial orders worth 1.5 billion [7][8] - Zhuoyue New Energy (688196) is expanding its production capacity in the biofuel sector, with a focus on biodiesel and bio-based materials, supported by favorable policies and a projected internal rate of return of 28.94% for new projects [8][9] Group 3: Industry Trends - The report indicates that the server liquid cooling market is expected to experience significant growth in 2026 and 2027, with companies like Yingweike (002837) poised to capture substantial market share [8][9] - The mechanical equipment sector, particularly companies like Binglun Environment (000811), is expanding its presence in various fields, including nuclear power and industrial heat control, which is expected to provide new growth opportunities [9][10] - The AI industry is driving demand for intelligent control systems, with companies like Zhiwei Intelligent (001339) developing products that cater to this emerging market [10]