近日， 人形机器人公司 上海矩阵超智系统集成有限公司（以下简称"矩阵超智"）完成新一轮战略融资， 上市公司卡倍亿、宏润建设新晋成为其股东，公司注册资本同步增至约2430.57万元，法定代表人变更为 原特斯拉中国设计中心负责人张海星。这家成立于2024年4月的人形机器人研发企业，凭借顶尖团队、快 速迭代能力与清晰的产业化路径，正成为赛道上的新 锐力量。 矩阵超智的快速崛起，离不开创始人张海星的行业积淀与资源整合能力。张海星自14岁便在上海电脑城组 装个人电脑，后远赴澳洲攻读计算机专业，深耕消费电子与智能硬件行业近三十年，不仅有TCL等传统大 厂任职经历，还曾创立自有消费电子品牌。其设计的自动升降悬浮蓝牙音箱因兼具创意与工程实力，吸引 了马斯克的关注，进而受邀加入特斯拉，主导下一代人形机器人Optimus研发及全自动驾驶出租车 Cybercab等新车型开发工作，并从零组建了高效的中国研究设计团队。这段经历让他深刻意识到，机器人 产业的核心竞争力不仅在于炫酷原型，更在于稳定可靠的工程落地与规模化复制能力。 在供应链端，卡倍亿作为国内领先的汽车线缆供应商，在新能源汽车线缆、数据线缆、机器人线缆等领域 拥有深厚技术沉淀 ...

截至本公告日，公司本次股份回购已实施完毕。根据《上市公司股份回购规 则》《深圳证券交易所上市公司自律监管指引第 9号—— 回购股份》的相关规定， 现将相关情况公告如下： 证券代码：002062 证券简称：宏润建设 公告编号：2025-063 宏润建设集团股份有限公司 关于回购股份结果暨股份变动的公告 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。 宏润建设集团股份有限公司（以下简称"公司"）于2025年8月25日召开第十 一届董事会第三次会议，审议通过了《关于回购公司股份方案的议案》，同意公 司使用不低于人民币15,000万元（含本数）且不超过人民币30,000万元（含本数） 的自筹资金和回购专项贷款，以集中竞价交易的方式回购公司已发行的部分A股 股份，用于后续实施员工持股计划或股权激励。回购股份的价格不超过人民币 9.00元/股，回购期限自董事会审议通过本次回购股份方案之日起12个月。公司于 2025年10月28日召开第十一届董事会第四次会议，审议通过了《关于调整公司回 购股份价格上限的议案》，将回购股份价格上限由人民币9.00元/股调整为人民币 15.60 ...

宏润建设集团股份有限公司投资者关系活动记录表 证券代码：002062 证券简称：宏润建设 编号：2025-08 1 | 投资者关系 | ■特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 □业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他（请文字说明其他活动内容） | | 参与单位名称 | 国信证券—杜松阳、博时基金—王赫、华泰柏瑞基金—沈雪峰、 | | 及人员姓名 | 国盛证券研究所—佘炜超、西部利得基金—葛山、招商基金— | | | 陈西中 | | 时间 | 2025-12-02 | | 地点 | 线上会议 | | 上市公司接待 | 董事会秘书薛锋、科技业务总监毛正 | | 人员姓名 | | | | 1、目前矩阵超智和镜识科技分别有哪些产品？ | | | 矩阵超智目前产品是双足人形机器人，明年将正式发布下 | | | 一代产品，拟对标北美厂商最新一代。镜识科技目前产品主要 | | | 为四足机器狗，产品在力学和运控方面具有显著优势，同时双 | | | 足人形机器人产品也在研发中，预计明年正式发布。 | | | 2、公司跟矩 ...

Core Insights - Shanghai Matrix Superintelligent System Integration Co., Ltd. has undergone significant changes, including an increase in registered capital and the addition of new shareholders [1] - The company specializes in humanoid robot development and was established in April 2024 [1] Company Changes - The registered capital has increased to approximately 24.3057 million yuan, up by 810,192 yuan from the previous amount [2] - New shareholders include Kabeiyi (300863) and Hongrun Construction (002062) [1][2] - Changes in senior management have also been reported, including updates to the legal representative and supervisory board [2] Shareholder Structure - The current shareholders include Zhuhai Hengqin Matrix Innovation Enterprise Management Partnership and Zhuhai Hengqin Matrix Deep Space Technology Partnership, along with the newly added shareholders [1] - The company has undergone multiple changes in its investment structure, reflecting a dynamic ownership landscape [2]

1. Report Industry Investment Rating No specific industry investment rating is provided in the report. 2. Core View of the Report - Commercial space is experiencing intensive catalysts, and investment opportunities in the industry are worth attention [2]. 3. Summary According to Relevant Catalogs 3.1 Commercial Space Faces Intensive Catalysts, Focus on Industry Investment Opportunities - **Three - year Action Plan for Commercial Space**: On November 25, 2025, the National Space Administration issued the "Action Plan for Promoting the High - quality and Safe Development of Commercial Space (2025 - 2027)", aiming to achieve high - quality development of commercial space by 2027, with significant growth in industry scale and innovation [3]. - **Establishment of the Commercial Space Department**: The National Space Administration has recently established the Commercial Space Department, which will promote the high - quality development of China's commercial space industry and benefit the entire industrial chain [4]. - **Satellite Internet of Things Business Commercial Test**: The Ministry of Industry and Information Technology has launched a two - year commercial test of satellite Internet of Things business, marking the transition of China's satellite Internet industry to the commercial application exploration stage and bringing investment opportunities for the entire industrial chain [4]. - **Recommended Stocks**: In the rocket direction, recommended stocks include Chaojie Co., Ltd., Gaohua Technology, Zhongheng Design, etc.; in the satellite direction, recommended stocks include Shaanxi Huada, Shanghai Harbor, Shanghai Hanxun, etc. [4]. 3.2 Main Covered Company Earnings Forecast and Valuation - The report provides earnings forecasts, valuations, and ratings for 28 companies from 2024 to 2027, including China National Building Material Group Corporation, Conch Cement, and China State Construction Engineering Corporation. Most of the investment ratings are maintained [13]. 3.3 Weekly Market Review - **Industry Index Performance**: The building and building materials industries showed certain increases this week. The building index increased by 2.43%, and the building materials index increased by 2.21%. Among them, the garden engineering index had the highest increase of 8.40% in the building sub - sectors, and the ceramic index had the highest increase of 5.60% in the building materials sub - sectors [17][19][22]. - **Stock Performance**: In the building materials industry, Hainan Ruizhe had the highest weekly increase of 22.16%, and *ST Lifang had the highest weekly decrease of 30.00%. In the building industry, Guosheng Technology had the highest weekly increase of 57.69%, and *ST Dongyi had the highest weekly decrease of 22.36% [25]. - **Infrastructure Public REITs Performance**: The average weekly increase of infrastructure public REITs was - 0.13%, the average monthly increase was - 1.23%, the average increase since the beginning of the year was 9.67%, the average 250 - day increase was 14.38%, and the average increase since IPO was 13.06% [28]. 3.4 Aggregate Data Tracking - **Real Estate Data**: It includes new construction, construction, completion, and sales area cumulative year - on - year data, land transaction data, real estate transaction data, social financing data, and infrastructure investment growth data. For example, the cumulative year - on - year growth rate of national real estate new construction area continued to decline [31]. - **Eight Major Construction Central Enterprises' New Contract Signing**: The report shows the quarterly new contract signing amounts and year - on - year growth rates of eight major construction central enterprises from 2022Q1 to 2025Q3 [73]. - **Special Bond Issuance**: It includes monthly and cumulative new special bond issuance amounts and replacement special bond issuance amounts from 2022 to 2025 [75][77][79][81]. 3.5 High - frequency Data Tracking - **Cement Data**: It includes national PO42.5 cement average price, East China regional cement price trend, cement - coal price difference index, cement inventory ratio, and cement production monthly year - on - year growth rate [84][85][87][91]. - **Float Glass Data**: It includes glass spot price, glass futures price, and glass inventory [91][92][96]. - **Photovoltaic Glass Data**: It includes glass daily melting volume, soda ash price, 2mm photovoltaic glass price, and photovoltaic glass inventory [98][102][99][104]. - **Glass Fiber Data**: It includes the prices of various types of glass fiber yarns and glass fiber inventory [106][109][110][116]. - **Carbon Fiber Data**: It includes carbon fiber average price, carbon fiber raw silk price, carbon fiber production, carbon fiber inventory, carbon fiber operating rate, carbon fiber gross profit margin, carbon fiber cost, and carbon fiber gross profit [113][117][120][122][124][126][129]. - **Magnesia and Alumina Prices**: It includes the ex - factory tax - included price of large - crystal electro - fused magnesia and alumina price [126][130]. - **Upstream Raw Material Prices**: It includes asphalt price, waste paper price, PVC price, HDPE price, etc. [134][137][135][139]. - **Physical Workload Data**: It includes acrylic acid price, titanium dioxide price, high - machine rental rate, and asphalt average operating rate [141][143][144][146].

登录新浪财经APP 搜索【信披】查看更多考评等级 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。 宏润建设集团股份有限公司（以下简称"公司"）于2025年8月25日召开第十一届董事会第三次会议，审 议通过了《关于回购公司股份方案的议案》，同意公司使用不低于人民币15,000万元（含本数）且不超 过人民币30,000万元（含本数）的自筹资金和回购专项贷款，以集中竞价交易的方式回购公司已发行的 部分A股股份，用于后续实施员工持股计划或股权激励。回购股份的价格不超过人民币9.00元/股，回购 期限自董事会审议通过本次回购股份方案之日起12个月。公司于2025年10月28日召开第十一届董事会第 四次会议，审议通过了《关于调整公司回购股份价格上限的议案》，将回购股份价格上限由人民币9.00 元/股调整为人民币15.60元/股，除调整回购股份价格上限以外，回购股份方案的其他内容不变。上述议 案具体内容详见公司于2025年8月27日、2025年10月28日披露于《中国证券报》《上海证券报》《证券 时报》及巨潮资讯网（http://www.cninfo.com.cn）的《关于 ...

Company Overview - Hongrun Construction (SZ 002062) announced on December 1 that as of November 30, 2025, it has repurchased approximately 15.27 million shares, accounting for 1.23% of the total share capital, with a total expenditure of about 164 million yuan [1][1][1] Revenue Composition - For the first half of 2025, the revenue composition of Hongrun Construction is as follows: 37.56% from rail transit projects, 25.88% from municipal projects, 20.8% from new energy business, 10.28% from construction projects, and 4.86% from property sales [1][1][1] Market Capitalization - As of the report date, Hongrun Construction has a market capitalization of 12.9 billion yuan [1][1][1]

格隆汇12月1日丨宏润建设(002062.SZ)公布，截至2025年11月30日，公司通过股份回购专用证券账户以 集中竞价交易方式累计回购股份的数量为15,268,760股，占公司总股本的1.23%，最高成交价为12.33元/ 股，最低成交价为9.13元/股，已使用资金总额为163,684,910.23元（不含交易费用）。 ...

格隆汇12月1日丨宏润建设(002062.SZ)公布，截至2025年11月30日，公司通过股份回购专用证券账户以 集中竞价交易方式累计回购股份的数量为15,268,760股，占公司总股本的1.23%，最高成交价为12.33元/ 股，最低成交价为9.13元/股，已使用资金总额为163,684,910.23元（不含交易费用）。 ...

证券代码：002062 证券简称：宏润建设 公告编号：2025-062 宏润建设集团股份有限公司 关于回购公司股份进展情况的公告 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。 宏润建设集团股份有限公司（以下简称"公司"）于2025年8月25日召开第十 一届董事会第三次会议，审议通过了《关于回购公司股份方案的议案》，同意公 司使用不低于人民币15,000万元（含本数）且不超过人民币30,000万元（含本数） 的自筹资金和回购专项贷款，以集中竞价交易的方式回购公司已发行的部分A股 股份，用于后续实施员工持股计划或股权激励。回购股份的价格不超过人民币 9.00元/股，回购期限自董事会审议通过本次回购股份方案之日起12个月。公司于 2025年10月28日召开第十一届董事会第四次会议，审议通过了《关于调整公司回 购股份价格上限的议案》，将回购股份价格上限由人民币9.00元/股调整为人民币 15.60元/股，除调整回购股份价格上限以外，回购股份方案的其他内容不变。上 述议案具体内容详见公司于2025年8月27日、2025年10月28日披露于《中国证券 报》《上海证券报》 ...