抢着上"春晚"的除了明星，还有机器人。 上述科技感十足的机器人集体亮相，早已不只是一场单纯的视听表演，更成为资本市场观测具身智能产 业脉动的窗口。 《每日经济新闻》记者注意到，当机器人从实验室和工厂车间走向亿万家庭团聚的荧幕中心，其背后交 织的是一张由众多上市公司协同编织的生态网络。部分上市公司通过直接或间接股权投资，早已锚定机 器人赛道内的核心玩家，部分上市公司则以核心供应商或战略合作伙伴的身份深度嵌入其中。 这场"春晚集体秀"能否如2025年宇树科技一般，再次点燃一个产业的新周期？繁华喧嚣的"春晚"舞台之 下，产业真实的"温度"究竟如何？ 从一线企业的反馈中，大家可以窥见乐观预期之外更需冷静面对的现实。多家被市场视为"概念股"的上 市公司坦言，相关业务大多仍处于市场开拓、试样或小批量订单阶段，对公司当前业绩贡献甚微。 多家公司参与机器人领域 芯联集成（SH688469）旗下CVC（企业风险投资）平台芯联资本于2025年参与魔法原子战略融资，公 司与魔法原子存在战略合作关系。公告显示，芯联集成主要提供一站式芯片系统代工服务，在机器人应 用领域，公司用于机器人激光雷达的光源VCSEL（垂直腔面发射激光芯片）和 ...

蔚蓝锂芯全资子公司江苏天鹏电源有限公司是高新技术企业，在圆柱动力电池领域拥有20年的研发和制造经验积累，具备国内外顶尖水平的圆柱型锂电池智 能化产线和大规模生产能力。公司锂电池产品主要应用于电动工具、园林工具、智能家居、智能出行、BBU、eVTOL、AI机器人等消费类领域。天鹏电源 在圆柱电池领域技术积累深厚，在高倍率小动力锂电池应用领域处于行业领先地位。 谈及锂电池业务发展，蔚蓝锂芯表示，公司20年的经营历程中，除特殊情况外，该细分赛道的周期性不明显。增长因素一方面来自行业本身的复合增长，电 动化无绳化进程持续推动电芯需求总体增长；另一方面，公司进入国际大客户多年，正逐步从满足于普通产品向中高端领域迈进，已推出部分领先产品。 近日多家媒体报道，宇树科技人形机器人的电池供应商为蔚蓝锂芯。蔚蓝锂芯此前在接受机构调研时确认，公司是宇树科技的重要锂电池供应商，向其销售 锂电池产品。 蔚蓝锂芯表示，公司一直在积极布局新兴赛道。在BBU领域，公司四五年前就已开始布局，并为此开发了不同产品，18650产品在2024年和2025年均有出 货；21700规格上则准备了4款产品，涵盖三元体系和磷酸铁锂体系。在机器人机器狗领域， ...

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]

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]

Core Viewpoint - The company, Weilan Lithium (002245.SZ), has decided to terminate its participation in the capital increase of the Greenmech Indonesia project, originally planning to invest $20 million for a 5.95% stake due to strategic adjustments by Greenmech [1] Group 1 - The company announced the termination of its investment in the Greenmech Indonesia project on February 11, 2026 [1] - The initial plan was to invest $20 million to acquire a 5.95% equity stake in the target company [1] - The termination was a result of mutual agreement following strategic adjustments by Greenmech [1]

Group 1: Major Announcements - Unisplendour plans to raise no more than 5.57 billion yuan through a private placement to acquire a 6.98% stake in New H3C and for other projects [2] - Zhongwei Semiconductor intends to establish an IPM production line project in Ziyang, Sichuan, using 1.21 billion yuan of leftover IPO funds [2] - Kaiying Network has signed a settlement agreement with Legend IP, which is expected to positively impact the company's profit by approximately 200 million yuan [2] Group 2: Project Developments - Blue Ocean Huaten plans to invest 8 million yuan in Wanren Technology to support its daily operations and AI project development [4] - Yuedian Power A has successfully put into operation the expansion project of the Huizhou Power Plant, which includes two 1000MW units [7] - Longmag Technology intends to raise up to 760 million yuan for its second phase project in Vietnam and chip inductor manufacturing [8] Group 3: Financial Performance - Top Group expects a net profit of 2.6 billion to 2.9 billion yuan for 2025, a decrease of 3.35% to 13.35% year-on-year due to rising raw material costs and increased market competition [20] - Jingchen Technology reported a net profit of 871 million yuan for 2025, a 6% increase year-on-year, with record high sales of over 174 million chips [21] - Guodian Xintong's net profit for 2025 is projected at 678 million yuan, a decline of 16.91% year-on-year, primarily due to increased credit impairment losses and tax expenses [22] Group 4: Shareholder Actions - Jieshun Technology's actual controller plans to reduce holdings by up to 2.8% of the company's shares [27] - Lihexing's controlling shareholder and concerted actors plan to collectively reduce their holdings by up to 1% [27] - Kory Technology's shareholders plan to reduce their holdings by a total of up to 3.13% [29] Group 5: Stock Buybacks - Quzhou Dongfeng plans to repurchase shares worth between 50 million and 100 million yuan, with a maximum price of 6.48 yuan per share [30]

Group 1 - Unisplendour Corporation has decided to terminate its plan to issue H-shares and list on the Hong Kong Stock Exchange due to strategic development considerations [2] - Yuandong Biotech is participating in a follow-up procurement for 13 products, with expected sales revenue of approximately 651 million yuan in 2024, accounting for 48.25% of total revenue [3] - Blue Lithium has terminated its participation in the GreenMei Indonesia project due to strategic adjustments by GreenMei, with no significant impact on its operations [4] Group 2 - Jinhaitong plans to invest up to 400 million yuan in the construction of a semiconductor equipment manufacturing center in Shanghai, covering an area of 55,000 square meters [5] - Kaiying Network's subsidiary has signed a settlement agreement with Legend IP, which is expected to positively impact profits by approximately 200 million yuan [6] - Newray plans to acquire 70% of PCB tool company Huilian Electronics for no more than 700 million yuan, enhancing its market position in the PCB tool sector [7] Group 3 - Longbai Group intends to acquire a 5.46% stake in Yunnan Guotai for 234 million yuan [8] - Dawi Technology's Zhangbei data center project is set to be completed by October 2025, primarily providing customized standard data center environments [9] Group 4 - Guobang Electronics reported a net profit of 508 million yuan for 2025, a year-on-year increase of 4.72%, despite a revenue decline of 7.92% [11] - Daotong Technology achieved a net profit of 935 million yuan in 2025, reflecting a significant year-on-year growth of 45.89% [12] - Jingchen Co. reported a net profit of 871 million yuan for 2025, with a growth of 6% year-on-year [13] Group 5 - Qizhou Dongfeng plans to repurchase shares worth between 50 million and 100 million yuan to implement an employee stock ownership plan [17] - Keri Technology's shareholders plan to reduce their holdings by a total of up to 3.13% of the company's shares [19] Group 6 - Roman Co. signed a 260 million yuan contract for a wind power project, with the company’s share of the contract amounting to approximately 190 million yuan [21] - Zhongke Haixun is expected to win projects totaling approximately 288 million yuan [22] - Shan Jian Co. won four construction projects with a total value of 4.834 billion yuan [23]

股票代码：002245 股票简称：蔚蓝锂芯 编号：2026-002 鉴于格林美公司结合现阶段内外部形势的变化，调整战略规划的需要，经审 慎研究评估及友好协商，格林美印尼项目参与各方决定终止本次增资扩股事项。 2026 年 2 月 11 日，公司召开第七届董事会第八次会议审议通过了《关于终止参 与格林美印尼项目增资扩股事项的议案》，同意公司终止本次参股事项并签署《PT INDONESIA QINGMEI ENERGY MATERIALS 终止契约书》，并授权公司管理层办理 后续相关事项，包括但不限于签署终止协议等具体事务。 三、本次终止交易对公司的影响 本次交易的终止，是基于格林美公司结合现阶段内外部形势的变化，调整战 略规划的需要，交易各方友好协商后的决定。根据原交易方案公司也仅为份额较 小的参股方，对公司经营不具有重大影响。终止交易后，公司和相关方的战略合 作关系不变。 本次终止交易不会产生相关违约责任或其他责任，不会损害公司及股东利益， 不会对公司生产经营活动和财务状况造成不利影响。 江苏蔚蓝锂芯集团股份有限公司 关于终止参与格林美印尼项目增资扩股事项的公告 本公司及董事会全体成员保证信息披露内容的真实、 ...

一、以 6 票同意，0 票反对，0 票弃权审议通过了《关于终止参与格林美印 尼项目增资扩股事项的议案》。 鉴于格林美公司结合现阶段内外部形势的变化，调整战略规划的需要，经审 慎研究评估及友好协商，格林美印尼项目参与各方决定终止本次增资扩股事项。 同意公司终止本次参股事项并签署《PT INDONESIA QINGMEI ENERGY MATERIALS 终 止契约书》，并授权公司管理层办理后续相关事项，包括但不限于签署终止协议 等具体事务。 具体内容详见刊登于 2026 年 2 月 12 日《证券时报》和巨潮资讯网 （www.cninfo.com.cn）上的 2026-002 号《关于终止参与格林美印尼项目增资扩 股事项的公告》。 江苏蔚蓝锂芯集团股份有限公司董事会 二○二六年二月十二日 股票代码：002245 股票简称：蔚蓝锂芯 编号：2026-001 江苏蔚蓝锂芯集团股份有限公司 第七届董事会第八次会议决议公告 本公司及董事会全体成员保证公告内容真实、准确和完整，并对公告中的虚 假记载、误导性陈述或者重大遗漏承担责任。 江苏蔚蓝锂芯集团股份有限公司（以下简称"公司"）第七届董事会第八次 会议通知于 2026 ...

Group 1 - The company, Weilan Lithium, announced the termination of its participation in the Greenmeadow Indonesia project capital increase and share expansion during its board meeting held on February 11, 2026 [1] - The board meeting was the eighth session of the seventh board of directors [1] Group 2 - The news highlights a significant development in the film industry, with a new Chinese video model capable of generating 15-second videos for commercial delivery using just a few prompt words [1] - This advancement has led to a surge in stock prices for film-related companies [1]