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人形机器人再迎政策催化!中控技术涨近10%,资金连续11日涌入机器人ETF基金(159213),合计净流入超3亿元!机器人4年后将完胜人类医生?
Sou Hu Cai Jing· 2026-01-13 09:43
此外,马斯克近期称,通用人工智能(AGI)在2026年就将到来,3年内,机器人在手术技能上将超越人类;4年后,将达到"完胜任何人类医生"的水平。 1月13日,A股市场震荡回调,沪指回调,止步17连阳。截至15:00,机器人ETF基金(159213)收跌1.37%,资金持续涌入机器人板块,机器人ETF基金 (159213)全天吸金超5500万元,加上今日已连续11日强势吸金超3亿元。 | 【机器人ETF基金(159213)标的指数前十大成分股】 | | --- | | 序号 | 代码 | 名称 | 申万一级行业 | 涨跌幅 | 估算权重 ▼ | | --- | --- | --- | --- | --- | --- | | 1 | 002230 | 科大讯飞 | 计算机 | 2.16% | 10.98% | | 2 | 300124 | 汇川技术 | 机械设备 | -3.12% | 9.93% | | 3 | 601689 | 拓普集团 | 汽车 | -0.67% | 7.20% | | 4 | 002236 | 大华股份 | 计算机 | -2.52% | 4.53% | | 5 | 002008 | 大族激光 ...
大华股份:公司持续探索新兴业务
Zheng Quan Ri Bao Wang· 2026-01-12 12:19
Core Viewpoint - Dahua Technology (002236) is a global leader in video-centric smart IoT solutions and operational services, continuously exploring emerging businesses to expand high-potential growth areas [1] Group 1: Business Focus - The company is actively involved in innovative sectors such as machine vision, mobile robotics, thermal imaging, automotive electronics, smart security checks, and smart firefighting [1] - Future strategies will leverage technological innovation as a driving force and product upgrades as a key approach to enhance the competitiveness of its solutions [1]
计算机设备板块1月12日涨4.63%,同辉信息领涨,主力资金净流入20.93亿元
证券之星消息,1月12日计算机设备板块较上一交易日上涨4.63%,同辉信息领涨。当日上证指数报收于 4165.29,上涨1.09%。深证成指报收于14366.91,上涨1.75%。计算机设备板块个股涨跌见下表: | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000066 中国长城 | | 9.14 Z | 44.46% | -4.83 Z | -23.52% | -4.314 | -20.94% | | 002415 海康威视 | | 3.56 Z | 9.63% | -6225.81万 | -1.69% | -2.93 Z | -7.94% | | 920090 同辉信息 | | 1.52亿 | 35.04% | 2006.64万 | 4.63% | 279.96万 | 0.65% | | 301117 佳缘科技 | | 1.50亿 | 9.22% | -1177.98万 | -0.72% | -1.38 Z | ...
大华股份:辅助驾驶领域相关业务收入占公司总收入比例较小
Mei Ri Jing Ji Xin Wen· 2026-01-12 04:03
每经AI快讯,有投资者在投资者互动平台提问:公司在无人驾驶方面有哪些技术领先,此领域落地量 产业务收入大概多少? 大华股份(002236.SZ)1月12日在投资者互动平台表示,子公司华锐捷专注于智能汽车电子产品和行业 解决方案。其中,乘用车端的相机和雷达等产品均可用于辅助驾驶领域。目前,该业务收入占公司总收 入比例较小。 (记者 张喜威) ...
杭州AI的秘密,藏在小镇里
3 6 Ke· 2026-01-09 03:49
杭州的小镇氛围,可以用最小的社会资源完成最大的创新。 为什么是杭州 一切要从大疆说起。 2009年前后,一位在浙大读研的学生收到大疆创始人汪滔的消息,邀请他加入初创不久的大疆。这位学生拒绝了。彼时汪滔正招募人才全力研发无人机, 而这位学生的目标是做水下机器人,也称为无人遥控潜水器(ROV)。两人同路不同道,就此错过。 多年以后,另一位还在上海大学读研的学生被大疆提前录取,但他入职后仅干了两个月。因为他研发的XDog四足机器人测试视频,被国外媒体转载后意 外走红,吸引来客户订单和投资意向。他果断辞职,选择回到离他家宁波很近的杭州创业。 上面第一个学生是梁文锋,第二个是王兴兴。如果他们都一直待在大疆,大疆的研发团队无疑会更加强大,但杭州六小龙就会因此少了宇树科技和深度求 索(DeepSeek)。 新事物的诞生往往离不开反叛者,不满足当下永远是他们最深层的力量。另一方面,这些人容易扎堆在一起形成集群效应。就像十多年前,移动互联网率 先在北京蓬勃发展,硬件企业在深圳陆续规模化铺开,而这波人工智能浪潮最终着陆在了杭州。 很快,韩璧丞团队从波士顿迁至杭州,落地人工智能小镇,并且获得政策、空间和产业化支持,随后逐步实现技术 ...
智元机器人出货登顶,机器人ETF嘉实(159526)聚焦机器人全产业链机遇
Xin Lang Cai Jing· 2026-01-09 03:35
Group 1 - The core viewpoint of the articles highlights the strong growth and potential of the humanoid robot market, with significant contributions from Chinese manufacturers [1][2] - According to Omdia's report, global humanoid robot shipments are expected to reach 13,000 units by 2025, with Chinese companies leading the market [1] - AGIBOT has achieved the highest global shipment volume of over 5,100 units, capturing a 39% market share, making it the leader in both shipment volume and market share [1] - The humanoid robot industry is accelerating, with multiple manufacturers launching mass production versions and some products already being utilized in factories [1] - The report predicts exponential growth in the humanoid robot sector, with shipments potentially reaching 2.6 million units by 2035 [1] - The top ten weighted stocks in the CSI Robot Index account for 52.83% of the index, indicating a concentrated investment opportunity in leading companies [1] Group 2 - The Jia Shi Robot ETF (159526) closely tracks the CSI Robot Index, focusing on companies involved in the entire robot industry chain, including system solution providers and automation equipment manufacturers [2] - Investors without stock accounts can access the robot industry development opportunities through the Jia Shi Robot ETF linked fund (024620) [2]
“人工智能+制造”政策重磅发布!机器人再度冲高,大族激光涨超9%,机器人ETF基金(159213)大涨超2%,连续9日强势吸金超2亿元!
Xin Lang Cai Jing· 2026-01-09 03:09
Group 1 - The A-share market experienced a rebound, with the Shanghai Composite Index rising nearly 1% and returning to 4100 points for the first time in 10 years [1] - The Robot ETF Fund (159213) saw a significant inflow of funds, attracting over 210 million yuan in a single day and accumulating over 2 billion yuan in inflows over the past nine days [1] - The top ten constituent stocks of the Robot ETF Fund showed strong performance, with notable gains from companies like Keda Xunfei (10.31%) and Dazhong Laser (4.12%) [1] Group 2 - The Ministry of Industry and Information Technology and eight other departments issued an implementation opinion on the "Artificial Intelligence + Manufacturing" initiative, emphasizing the acceleration of industrial robot applications and the establishment of humanoid robot production bases [2] - The humanoid robot industry is in its early production stage, with significant breakthroughs in order sizes and a shift towards mass production, indicating a growing market presence [3][4] - By 2025, the cumulative order volume for domestic humanoid robots is expected to exceed 20,000 units, with an estimated delivery volume of over 10,000 units for the year, reflecting rapid maturation of production capacity and supply chain collaboration [3] Group 3 - The humanoid robot market is projected to grow significantly, with estimates suggesting a market size of 2.383 trillion yuan by 2030, representing over 40 times growth from 2025 [6] - The industry is expected to evolve from structured industrial applications to semi-structured commercial services and eventually to open household scenarios, indicating a broadening of application areas [4] - Elon Musk's insights on humanoid robots suggest a future demand ratio of 3:1 to 5:1 between humanoid robots and humans, potentially leading to a global stock of 20 to 30 billion humanoid robots [7] Group 4 - The development of humanoid robots faces three main challenges: creating a highly dexterous hand, developing an AI brain that understands the real world, and achieving large-scale production capabilities [10] - The current focus is on advancing the AI brain, which is crucial for the practical application of humanoid robots, as hardware advancements are already converging [10][11] - Major tech companies are actively investing in humanoid robots, indicating a significant growth opportunity in this sector, with the Robot ETF Fund providing a means for investors to engage with this emerging market [11]
"人工智能+制造"政策重磅发布!机器人再度冲高,机器人ETF基金(159213)涨超1%,连续8日强势吸金近2亿元!产业量产初期,大脑进化到哪了?
Sou Hu Cai Jing· 2026-01-08 05:49
【机器人ETF基金(159213)标的指数前十大成分股】 | 序号 | 代码 | 名称 | 申万—级行业 | 涨跌幅 | 估算极重 ▼ | | --- | --- | --- | --- | --- | --- | | 1 | 002230 | 科大讯飞 | 计算机 | 1.60% | 10.34% | | 2 | 300124 | 汇川技术 | 机械设备 | -0.13% | 10.14% | | 3 | 601689 | 拓管集团 | 汽车 | 0.44% | 7.70% | | 4 | 002236 | 大华股份 | 计算机 | 0.10% | 4.51% | | 5 | 002008 | 大族激光 | 机械设备 | -2.62% | 4.28% | | 6 | 688169 | 石头科技 | 家用申器 | 1.08% | 3.87% | | 7 | 688777 | 中控技术 | 机械设备 | 6.90% | 3.73% | | 8 | 002472 | 双环传动 | 汽车 | 0.76% | 3.72% | | ਰੇ | 688017 | 绿的谐波 | 机械设备 | 0.39% | 2.88% | ...
大华股份总裁变更,赵宇宁接替傅利泉全面负责日常经营
Ju Chao Zi Xun· 2026-01-06 02:51
傅利泉先生作为公司控股股东、实际控制人,截至公告披露日持有公司1,023,868,980股股份,此次辞职不会对公司日常经营产生不利影响,未来将集中精力 统筹公司长期战略规划与发展方向,助力公司持续高质量发展。离职后,傅利泉先生将继续按照相关法律法规管理其持有的公司股份。 关于新任总裁的聘任,公司于2026年1月5日审议通过了《关于聘任公司总裁的议案》。经董事长傅利泉先生提名、公司董事会提名委员会任职资格审查通 过,董事会同意聘任赵宇宁先生为公司总裁,其不再担任公司执行总裁职务,全面负责公司日常经营管理事务,任期自本次董事会审议通过之日起至第八届 董事会届满之日止。 简历信息显示,赵宇宁先生中国国籍,1977年出生,拥有新加坡国立大学理学硕士研究生学历。2018年3月起,其历任公司高级副总裁及海外营销中心总 裁、执行总裁,现任公司董事、总裁。截至目前,赵宇宁先生持有1,067,800股公司股票,与公司其他持有5%以上表决权股份的股东、实际控制人、董事、 高级管理人员不存在关联关系。同时,赵宇宁先生不存在法律法规及制度文件规定的不得担任上市公司高级管理人员的情形,不曾受过相关部门处罚和证券 交易所纪律处分,无涉嫌 ...
研判2025!中国云台模块行业概述、产业链及市场现状分析:技术迭代驱动产业链向高精度、网络化升级,行业呈现稳健扩张与智能化转型趋势[图]
Chan Ye Xin Xi Wang· 2026-01-06 01:24
相关上市企业:海康威视(002415)、大华股份(002236) 相关企业:中国铝业集团有限公司、宝山钢铁股份有限公司、山西太钢不锈钢股份有限公司、威海光威 复合材料股份有限公司、中国巨石股份有限公司、中国联塑集团控股有限公司、广东同宇新材料股份有 限公司、歌尔微电子股份有限公司、汉威科技集团股份有限公司、中芯国际集成电路制造有限公司、宁 德时代新能源科技股份有限公司、比亚迪股份有限公司 内容概况:中国云台模块行业正处于高速增长与技术迭代的黄金期,市场规模持续扩大。产业链已从传 统机械旋转向高精度、小型化、网络化方向深度演进,特别是5G通信与边缘计算等前沿技术的融合应 用,极大地提升了系统的响应速度、稳定性及智能化水平。2024年,中国云台模块行业市场规模约为 12.58亿元,同比增长6.97%。 关键词:云台模块、云台模块市场规模、云台模块行业现状、云台模块发展趋势 一、行业概述 云台模块是集成机械结构、驱动系统、控制系统及传感器的精密装置,用于支撑并稳定设备(如摄像 机、传感器等),通过多轴运动实现方向调整与姿态控制。其本质是一个独立的"姿态控制系统",能够 主动抵消或修正因载体(如无人机、车辆、手持设备 ...