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影视股开局失利,深股通狂抛光线传媒!4机构卖出每日互动1.65亿
Ge Long Hui· 2026-02-24 10:23
马年首个交易日,A股三大指数集体走高,沪指涨0.87%,深证成指涨1.36%,创业板指涨0.99%。超4000股上涨,超百股涨 停。油气开采、贵金属(核心股)、培育钻石(核心股)等板块上涨;影视(核心股)院线、AI应用、旅游及酒店、白 酒、免税店下跌。 龙虎榜单日净买入额前三为华工科技、深南电路、湖南白银(核心股),分别为5.23亿元、4.21亿元、3.44亿元。 个股方面,并购重组的韩建河山9天5板、豫能控股4连板,光伏(核心股)板块协鑫集成9天5板,化工(核心股)板块美邦 股份4连板,AI应用的风语筑6天4板,汉缆股份3连板,招商轮船、中远海能等3天2板,长飞光纤、深南电路等涨停。 | 代码 | 名称 | 价格 | 涨跌 | | 涨幅� 换手% 几天几板I2 ... | 成交额 | 成交量 涨停分析 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300157 | 新锦动力 | 6.76 | +1.13 | +20.07% | 17.42% 自板张停 | 7.9617. | 123.3万 出缩机+绿蒸氨 | | 300164 | 通源白祖 | 1 ...
天奇股份(002009) - 关于公司为全资子公司提供担保的进展公告
2026-02-24 10:15
证券代码:002009 证券简称:天奇股份 公告编号:2026-009 天奇自动化工程股份有限公司 近日,公司与铜陵农村商业银行股份有限公司铜都支行(以下简称"铜陵农商行铜都支 行")签署《保证合同》,公司为全资子公司铜陵天奇蓝天机械设备有限公司(以下简称"铜 陵蓝天")与铜陵农商行铜都支行之间自 2026 年 2 月 24 日起至 2027 年 2 月 24 日期间内及 在人民币 1,999 万元整的最高债权额内发生的债务提供连带责任保证。 本次担保事项在上述董事会审批的担保额度范围内,无需另行召开董事会或股东会审议。 三、被担保方基本情况 公司名称:铜陵天奇蓝天机械设备有限公司 统一社会信用代码:91340700786503186L 关于公司为全资子公司提供担保的进展公告 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。 一、担保情况概述 天奇自动化工程股份有限公司(以下简称"公司")于 2025 年 4 月 23 日召开第九届董 事会第二次会议并于 2025 年 5 月 15 日召开 2024 年度股东大会,审议通过《关于 2025 年度 对外担保额度预计 ...
人形机器人概念股开盘走强
Xin Lang Cai Jing· 2026-02-24 05:04
来源:凤凰网科技 【#人形机器人概念股开盘走强#】#影视院线板块大幅走弱#2月24日,A股三大指数集体高开。盘面 上,黄金概念、锂矿、CPO概念、人形机器人等板块走强,短剧游戏、Sora概念等板块跌幅居前。 盘初,人形机器人概念股走强,利亚德涨超14%,露笑科技、天奇股份、亨通光电等跟涨。消息面上, 2026年央视春晚为人形机器人带来集中曝光,多家企业人形机器人参与舞蹈伴舞、互动表演等环节,充 分展现了国产机器人在运控、仿生、交互、精细操作、集群控制等关键能力领域的进步,引发大众及市 场高度关注。 影视院线板块大幅走弱,光线传媒、博纳影业、横店影视、中国电影等多股跌停,上海电影、欢瑞世纪 等跟跌。(e公司)#机器人股价# 来源:凤凰网科技 【#人形机器人概念股开盘走强#】#影视院线板块大幅走弱#2月24日,A股三大指数集体高开。盘面 上,黄金概念、锂矿、CPO概念、人形机器人等板块走强,短剧游戏、Sora概念等板块跌幅居前。 盘初,人形机器人概念股走强,利亚德涨超14%,露笑科技、天奇股份、亨通光电等跟涨。消息面上, 2026年央视春晚为人形机器人带来集中曝光,多家企业人形机器人参与舞蹈伴舞、互动表演等环节, ...
春晚机器人引爆港股,一文锁定A股核心产业链(附股)
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-23 07:09
2月23日,港股市场迎来马年第二个交易日,机器人概念板块(887755.WI)表现亮眼,截至午盘大涨 1.76%。成分股中,ASMPT(05522.HK)大涨5.27%,华虹半导体(1347.HK)大涨4.83%,耐世特、金 力永磁、天工国际等个股跟涨。 | < W | [HK]人形机器人指数(887755) | | | | --- | --- | --- | --- | | | 1743.45 30.20 +1.76% | | | | 済設 | 成分 | 资讯 | 相关基金 | | 名称 | 现价 | | 涨跌幅÷ | | ASMPT | 110.900 | | 5.72% | | 0522.HK | | | | | 农虹未营体 | 98.700 | | 4.83% | | 1347.HK | | | | | 中芯国际 | 70.750 | | 4.51% | | 0981.HK | | | | | 耐世特 | 8.020 | | 3.75% | | 1316.HK | | | | | 比亚迪电子 | 33.500 | | 3.46% | | 0285.HK | | | | | 三一国际 | 15.410 ...
机器人“扎堆”上春晚,背后概念股抢先看
Mei Ri Jing Ji Xin Wen· 2026-02-16 23:51
Group 1 - The 2026 CCTV Spring Festival Gala featured several robot manufacturers, showcasing the growing integration of robotics into mainstream entertainment and signaling potential investment opportunities in the embodied intelligence industry [1] - Companies like Magic Atom, Galaxy General, Yushu Technology, and Songyan Power are part of a collaborative ecosystem, with some firms investing in key players while others act as core suppliers or strategic partners [1] - Despite optimistic expectations, many companies identified as "concept stocks" reported that their robotics-related businesses are still in the market development phase, contributing minimally to current performance [1] Group 2 - ChipLink Integrated (688469.SH) has a strategic partnership with Magic Atom and is involved in the production of laser radar components for robotics, with mass production expected in Q1 2026 [2] - Xiaxia Precision (001306.SZ) has identified Magic Atom as a potential client and has developed precision gears and reducers for humanoid robots, with some products already supplied to well-known robotics companies [2] - Tianqi Co., Ltd. (002009.SZ) established a joint venture with Galaxy General to advance the application of embodied intelligence robots in industrial manufacturing, with both companies holding a 50% stake [3] Group 3 - Junyi Digital (301172.SZ) has formed a dual relationship with Galaxy General through equity investment and a partnership agreement to promote robotics in specific vertical industries [3] - Shoucheng Holdings (00697.HK) is a significant investor in Songyan Power and has supported multiple rounds of financing, focusing on the robotics sector [3] - Shengshi Technology (002990.SZ) signed a strategic cooperation agreement with Songyan Power to create a collaborative system across the entire value chain of research, production, and market [4] Group 4 - Companies like Weilan Lithium (002245.SZ) and Nasda (002180.SZ) have established supply relationships with Yushu Technology, contributing to the production of lithium batteries and other components [4][5] - The 2025 Spring Festival Gala showcased humanoid robots, leading to a surge in the robotics industry, but the sustainability of this growth remains uncertain [6] - Companies such as Hongchang Technology (301008.SZ) and Xiaxia Precision have expressed cautious optimism regarding market growth, noting that many clients are still in the sample and small-batch order stages [7] Group 5 - Green Harmonic (688017.SH) reported significant growth in its precision transmission device business, indicating a shift from research to small-scale production in the robotics sector [8] - Liard (300296.SZ) is involved in the embodied intelligence business, providing services to leading robotics manufacturers, although this segment currently represents a small portion of its overall revenue [8] - Meihu Co., Ltd. (603319.SH) is expanding into the embodied intelligence sector while maintaining its traditional automotive parts business, with new projects underway for major robotics clients [8]
机器人“扎堆”上春晚 背后概念股抢先看!谁是下一个“宇树”?
Mei Ri Jing Ji Xin Wen· 2026-02-16 12:53
Group 1 - The participation of robotics companies in the 2026 CCTV Spring Festival Gala highlights the growing integration of robotics into everyday life and the capital market's interest in the embodied intelligence industry [1] - Several listed companies have established strategic partnerships or investments in key players within the robotics sector, indicating a collaborative ecosystem [1][3] - Companies like ChipLink Integrated and Summer Precision are actively developing products for humanoid robots, with some already achieving mass production [3][4] Group 2 - Tianqi Co. and Galaxy General have formed a joint venture to promote the application of embodied intelligent robots in industrial manufacturing, particularly in automotive and new energy sectors [4] - Junyi Digital has established a dual relationship with Galaxy General, involving both capital investment and a partnership for market promotion in specific verticals [4] - Companies such as Shicheng Holdings are heavily investing in the robotics sector, supporting multiple core enterprises through various funds [4][5] Group 3 - The 2025 Spring Festival Gala showcased humanoid robots, which previously led to rapid growth in the robotics industry, raising questions about whether this year's event can reignite similar enthusiasm [6] - Companies like Hongchang Technology and Xiaxia Precision express cautious optimism about the market potential for humanoid robots, noting that many are still in the early stages of development and order fulfillment [7][8] - Green Harmonic and Liyade are also exploring opportunities in the embodied intelligence sector, with varying degrees of revenue contribution from these initiatives [9][10]
天奇股份(002009):中标安徽江淮汽车集团股份有限公司肥西新能源乘用车分公司采购项目,中标金额为7555.00万元
Xin Lang Cai Jing· 2026-02-14 05:35
Group 1 - Company Tianqi Automation Engineering Co., Ltd. won a procurement project from Anhui Jianghuai Automobile Group Co., Ltd. with a bid amount of 75.55 million yuan [1][2] - Tianqi Co., Ltd. reported a revenue of 2.96 billion yuan for 2024, with a revenue growth rate of -18.14% and a net profit attributable to the parent company of -255 million yuan, reflecting a net profit growth rate of 38.53% [2][3] - In the first half of 2025, the company achieved a revenue of 1.25 billion yuan, with a revenue growth rate of -4.92% and a net profit attributable to the parent company of 56 million yuan, indicating a net profit growth rate of 171.11% [3] Group 2 - The company operates in the industrial sector, primarily focusing on specialized equipment and components [2][3] - The main product composition for 2024 includes automotive logistics conveying equipment (45.71%), lithium battery recycling division (19.81%), wind power equipment sales (17.11%), recycling equipment (8.91%), bulk material conveyors (6.81%), and other businesses (1.65%) [2][3]
龙虎榜 | 深科技强势涨停,游资齐扎堆!深股通、机构抢筹光线传媒
Ge Long Hui A P P· 2026-02-13 10:13
Market Overview - On the last trading day of the Year of the Snake, all three major A-share indices fell, with the Shanghai Composite Index down 1.26%, the Shenzhen Component Index down 1.28%, and the ChiNext Index down 1.57% [1] - The military equipment, film and television, and semiconductor sectors saw the highest gains, while the photovoltaic equipment, small metals, steel, port shipping, and oil and gas extraction and services sectors experienced declines [1] Individual Stock Performance - Zangyue Technology achieved a five-day consecutive limit-up, becoming a market highlight, while Fengyuzhu had three limit-ups in five days [3] - Yitian Co., Ltd. and Hanbang High-Tech both saw a 20% increase, with Yitian Co., Ltd. closing at 41.76 [2][3] - Construction Machinery and Qianli Technology both reached their limit-up, with Construction Machinery closing at 4.59, up 10.07% [4][3] Trading Volume and Net Inflows - The top three net inflows on the day were for Huasheng Tiancheng, Guangxian Media, and Dawi Technology, with net inflows of 5.02 billion, 3.46 billion, and 2.87 billion respectively [4][5] - The top three net outflows were for Bona Film Group, Capital Online, and Shuangliang Energy, with net outflows of 3.91 billion, 3.78 billion, and 1.64 billion respectively [6][7] Institutional Activity - Institutional net buying was significant for companies like TeFa Information, with a net buy of 1.93 billion, and Construction Machinery, with a net buy of 1.66 billion [7][8] - Conversely, institutional net selling was highest for Baichuan Co., Ltd., with a net sell of 1.40 billion, and Kori Technology, with a net sell of 1.20 billion [8][7] Sector Highlights - The AI and digital infrastructure sectors are gaining traction, with companies like Huasheng Tiancheng focusing on AI computing solutions and digital infrastructure [10] - Zhejiang Shibao is seeing increased interest due to its focus on automotive steering systems, aligning with the trend towards intelligent driving [14] Stock Specifics - Hanlan Co., Ltd. closed at 6.77, up 10.08%, with a trading volume of 18.30 billion [5] - Qianli Technology closed at 11.39, up 10.05%, with a trading volume of 12.49 billion [4][3] - Guangxian Media saw a significant increase of 15.39%, closing at 27.22 with a trading volume of 109.75 billion [18]
千台规划量产、节拍比人快6秒,机器人工厂落地还有多远?
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-10 11:06
Group 1 - The core viewpoint of the article highlights the significant advancements in the deployment of humanoid robots in high-end manufacturing, particularly in the automotive and electronics sectors, with companies like Ningbo Joyson Electronics achieving a success rate of approximately 99% in robotic operations [1][3] - Morgan Stanley has doubled its forecast for humanoid robot sales in China by 2026 to 28,000 units, indicating a strong consensus between capital and industry on the role of robots in high-end manufacturing [1][3] - The deployment of the ZhiYuan G2 robot in Ningbo has demonstrated impressive efficiency, with a cycle time of 12 seconds, outperforming human workers by 6 seconds [4] Group 2 - The current focus of the robotics industry is on high-precision manufacturing sectors such as automotive parts, 3C electronics, and semiconductors, driven by the need for standardized industrial environments and labor shortages [3][4] - Companies like Tianqi Co. and UBTECH have established joint ventures to develop humanoid robot applications, particularly in logistics and automotive manufacturing, aiming for large-scale deployment [3][4] - The G2 robot's operational success is attributed to its ability to achieve a placement success rate of 99.33% through reinforcement learning, showcasing the potential for rapid training and deployment in industrial settings [4][8] Group 3 - Despite the promising efficiency of robots in isolated tasks, challenges remain for full integration into production lines, particularly regarding delivery capabilities and supply chain constraints [5][6] - Key components for robot production face bottlenecks, with some suppliers not investing in molds due to rapid product iterations, leading to reliance on imported equipment for precision processing [7] - The integration of robots into manufacturing execution systems (MES) and programmable logic controllers (PLC) is essential for large-scale deployment, with the G2 robot already meeting operational requirements for continuous work [7][8]
脑机接口海内外技术突破密集落地,医保护航+产业协同齐发力,板块潜伏酝酿爆发行情
Xin Lang Cai Jing· 2026-02-09 10:09
Group 1: Innovation in Medical Technology - Innovation Medical (002173) has established itself in the medical service sector, focusing on brain-computer interface (BCI) technology for clinical applications, particularly in neuro-rehabilitation and cardiovascular treatment [1][20] - The company's BCI-4000 product is in Phase III clinical trials, utilizing invasive electrodes to collect brain signals for device control, aiding rehabilitation for high-level paraplegics [1][20] - With the implementation of insurance reimbursement policies for BCI, the clinical transition process is expected to accelerate, potentially leading to significant growth in the neuro-rehabilitation business [1][20] Group 2: Digital Entertainment and AI Integration - Talking Tom (300459) leverages its popular IPs in digital entertainment and is actively exploring the integration of AI with brain-computer interfaces to create immersive interactive experiences [2][21] - The core business includes IP operation, mobile app development, and digital content creation, focusing on leisure and children's education [2][21] - The company aims to develop brain-controlled games and immersive entertainment applications, enhancing user engagement and monetization capabilities [2][21] Group 3: Precision Components in Medical Devices - Meihua Medical (301363) specializes in manufacturing precision medical components, providing essential support to global medical device companies, and has recently entered the brain-computer interface supply chain [3][22] - The company produces components for cardiovascular and neuro-interventional devices, including precision structural parts for BCI equipment [3][22] - As demand for BCI devices increases, the company anticipates a steady growth in orders for precision components, enhancing collaboration with BCI firms [3][22] Group 4: AI and Brain-Computer Interface Algorithms - Yanshan Technology (002195) focuses on brain-like intelligence and AI, with a strong emphasis on developing neural signal decoding algorithms for brain-computer interfaces [4][23] - The company aims to optimize brain signal decoding efficiency through AI algorithms, enhancing the precision control capabilities of BCI devices [4][23] - As the demand for algorithm precision in BCI increases, the company expects growth in algorithm licensing and system integration services [4][23] Group 5: Network Solutions for Brain-Computer Interfaces - StarNet Ruijie (002396) is a leading provider of network equipment and solutions, exploring network support solutions for brain-computer interface applications [5][25] - The company offers high-speed data transmission and processing solutions for BCI devices, facilitating real-time brain signal transmission and cloud analysis [5][25] - With the rising demand for data transmission efficiency in BCI, the company anticipates continued growth in high-speed network equipment demand [5][25] Group 6: Pain Management and Neuroregulation - Aipeng Medical (300753) specializes in pain management and neuroregulation, exploring the application of brain-computer interfaces in postoperative pain relief and neuro-rehabilitation [6][26] - The company focuses on developing devices for pain management and neuroregulation, aiming to enhance treatment efficiency through brain-computer technology [6][26] - As the demand for neuro-rehabilitation grows, the application of BCI in medical settings is expected to accelerate [6][26] Group 7: Security and Identity Verification - Entropy Technology (301330) leverages biometric recognition and identity verification technologies, applying brain-computer interfaces in security and identity authentication [7][27] - The company provides solutions for financial, governmental, and transportation sectors, focusing on the development of BCI applications for secure interactions [7][27] - As the demand for precision and security in identity verification increases, the potential for BCI applications in security will gradually be realized [7][27] Group 8: Smart Control Components and IoT Solutions - Yingqu Technology (002925) specializes in smart control components and IoT solutions, providing essential support for brain-computer interface devices [8][28] - The company serves consumer electronics and smart home sectors, offering smart control components that facilitate intelligent interaction and data collection for BCI devices [8][28] - With the rising demand for intelligent BCI devices, the company expects a continuous increase in orders for smart control components [8][28] Group 9: Precious Metal Materials for BCI Electrodes - Guiyan Platinum (600459) focuses on the research and production of precious metal materials, providing critical materials for brain-computer interface electrodes [9][29] - The company supplies platinum-based alloy materials that enhance the biocompatibility and signal stability of BCI electrodes [9][29] - As the demand for mass production of BCI electrodes increases, the company anticipates a steady growth in orders for precious metal materials [9][29] Group 10: Automotive Applications of Brain-Computer Interfaces - Yachuang Electronics (301099) is exploring the application of brain-computer interfaces in smart driving, focusing on automotive-grade chips and power semiconductors [10][30] - The company aims to implement brain control technology for vehicle operation, opening new possibilities in automotive intelligence [10][30] - As the demand for human-machine interaction in smart driving increases, the potential for BCI applications in the automotive sector will gradually be realized [10][30] Group 11: Industrial Applications of Brain-Computer Interfaces - Zhongke Information (300678) focuses on intelligent monitoring and industrial detection, applying brain-computer interfaces in industrial settings [11][31] - The company aims to utilize brain signals for equipment status monitoring and fault prediction, enhancing industrial efficiency [11][31] - As the demand for monitoring precision in industrial automation increases, the application of BCI in industrial settings is expected to accelerate [11][31] Group 12: Third-Party Testing for BCI Compliance - Puni Testing (300887) is a leading third-party testing organization, providing compliance testing services for brain-computer interface devices [12][32] - The company offers testing for biocompatibility and electromagnetic compatibility, ensuring the safety and compliance of BCI products [12][32] - As the BCI industry matures, the demand for compliance testing services is expected to grow, supporting the healthy development of the industry [12][32] Group 13: Flexible Materials for BCI Devices - Pulit (002324) specializes in the research and production of polymer materials, providing essential flexible packaging materials for brain-computer interface devices [13][33] - The company enhances the durability and biocompatibility of BCI devices through its flexible packaging solutions [13][33] - As the demand for flexible materials in BCI devices increases, the company anticipates a steady growth in orders for packaging materials [13][33] Group 14: Intelligent Equipment and Robotics - Tianqi Co., Ltd. (002009) focuses on intelligent equipment manufacturing and industrial automation, exploring the application of brain-computer interfaces in industrial robotics [14][34] - The company aims to implement brain control technology for precise robotic operation, enhancing manufacturing efficiency [14][34] - As the demand for precision in industrial automation increases, the application of BCI in robotics is expected to accelerate [14][34] Group 15: Medical Rehabilitation and Training - Chengyitong (300430) specializes in pharmaceutical intelligent manufacturing and rehabilitation equipment, exploring the application of brain-computer interfaces in rehabilitation training [15][35] - The company focuses on optimizing rehabilitation plans through brain control technology, enhancing training efficiency [15][35] - As the demand for neuro-rehabilitation grows, the application of BCI in medical settings is expected to accelerate [15][35] Group 16: Military Communication and Navigation - Haige Communication (002465) is a core enterprise in military communication and navigation, providing specialized support for brain-computer interfaces [16][36] - The company offers military communication and data transmission solutions for BCI devices, enhancing interaction in specialized scenarios [16][36] - As the demand for BCI in military applications increases, the need for communication equipment is expected to grow [16][36] Group 17: Smart Terminals and Information Systems - Nanjing Panda (600775) leverages electronic manufacturing and communication technology, exploring the application of brain-computer interfaces in smart terminals [17][37] - The company aims to implement brain control technology for device operation, opening new possibilities in consumer electronics [17][37] - As the demand for interactive methods in smart terminals increases, the potential for BCI applications in consumer electronics will gradually be realized [17][37] Group 18: Biocompatible Coatings for BCI Devices - Taihe Technology (300801) specializes in fine chemicals and water treatment materials, providing essential biocompatible coating materials for brain-computer interface devices [18][38] - The company enhances the safety and durability of BCI devices through its biocompatible coatings [18][38] - As the demand for biocompatibility in BCI devices increases, the company anticipates a steady growth in orders for coating materials [18][38] Group 19: Cardiovascular and Neurointerventional Applications - Lepu Medical (300003) focuses on cardiovascular and neurointerventional fields, exploring the application of brain-computer interfaces in cardiac rehabilitation and neuroregulation [19][39] - The company aims to optimize treatment plans through brain control technology, enhancing rehabilitation efficiency [19][39] - As the demand for cardiovascular and neuro-rehabilitation grows, the application of BCI in medical settings is expected to accelerate [19][39] Group 20: Intelligent Nursing and Patient Monitoring - Yahua Electronics (301337) specializes in medical information systems and intelligent nursing devices, exploring the application of brain-computer interfaces in patient monitoring [20][40] - The company aims to utilize brain signals for real-time patient status monitoring, enhancing medical service efficiency [20][40] - As the demand for precise monitoring in medical services increases, the application of BCI in healthcare settings is expected to accelerate [20][40]