暗盘资金正涌入这些股票，点击速看>>> 万马股份（002276）今日涨停，成交额35.57亿元，换手率24.50%，盘后龙虎榜数据显示，深股通专用 席位买入1.93亿元并卖出9576.75万元。 ...

Core Viewpoint - The robotics concept stocks are experiencing a rebound, with significant gains observed in several companies, indicating a potential recovery in the sector [1] Group 1: Stock Performance - Wanma Co., Ltd. (002276) and Yijiahe (603666) have reached the daily limit up, showcasing strong investor interest [1] - Other companies such as Wanda Bearings (601177), Hangzhou Gear (601177), Keli Sensor (603662), and Meige Intelligent (002881) are also seeing upward movement in their stock prices [1] Group 2: Market Activity - There is a notable influx of dark pool funds into these stocks, suggesting increased trading activity and potential investor confidence in the robotics sector [1]

Investment Rating - The report maintains a "Recommended" rating for the wind power industry, expecting the industry index to outperform the benchmark index by more than 5% in the next 3-6 months [4][53]. Core Insights - The wind power sector has seen a significant increase in bidding and winning volumes, with a total of 21.5GW of wind turbine bids in the first three months of 2025, representing a year-on-year increase of 14.7% [2][10]. - The report highlights three main investment themes in the wind power sector: 1. High domestic offshore wind project reserves and supportive policies for future development, with a focus on the concentration of offshore wind projects starting in 2025 [7][37]. 2. High bidding activity for onshore wind projects in 2024, indicating a phase of volume and profit growth for manufacturers and components [7][37]. 3. Regional growth in overseas offshore and onshore installations, presenting opportunities for domestic cable, main engine, and component manufacturers to expand internationally [7][37]. Summary by Sections Bidding Volume - In the first three months of 2025, wind turbine bidding reached 21.5GW, with offshore wind accounting for 2.6GW and onshore wind 18.9GW, showing increases of 262.2% and 5% year-on-year respectively [10][20]. - March saw a total of 9.2GW in wind power bids, with offshore wind at 1.8GW and onshore wind at 7.4GW, reflecting a month-on-month increase of 190.3% for onshore projects [10][20]. Winning Volume - The total winning volume for wind power in the first three months of 2025 was 20.3GW, a year-on-year increase of 101.4% [20][21]. - In March, the winning volume for offshore and onshore wind was 0.5GW and 6.8GW respectively, with year-on-year increases of 55.7% and 102.4% [20][21]. Winning Prices - The average winning price for offshore wind in March was 2818 yuan/kW, while for onshore wind it was 1408 yuan/kW, with a month-on-month decrease of 10.2% for onshore projects [36][37]. Investment Recommendations - The report suggests focusing on key companies such as Mingyang Smart Energy, Oriental Cable, Zhongtian Technology, and others, which are well-positioned to benefit from the anticipated growth in the wind power sector [7][39].

龙虎榜 | 6天5板南方精工获1.61亿资金抢筹，机构、深股通抄底万马股份 3月25日，市场情绪低迷，个股涨跌参半，2700多只个股下跌，2500多只个股上涨，57只个股涨停，46只个股跌停。深海科技、算力、机器人等热门概念纷 纷退潮，市场热点聚焦可控核聚变、国企等板块。 | 代码 | 名称 | | 几天几板 涨停分析 | 价格 | 涨幅% 换手率 | | 成父都 | 首次涨停时间 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 002553 | 南方精工 | 6天5板 机器人+轴类+减速器 | 25.40 | +10.00% 43.29% | | 26.98 7. | 09:44:09 | | 2 002767 | | 先锋电子 | 3连板 机器人+智能燃气表 | 22.03 | +9.98% 31.38% | | 8.7777. | 09:30:21 | | 3 002427 尤夫股份 | | | 3连板 拒海水聚酯工业丝+客户户; 5.24 | | +10.08% 13.33% | | 6.81 Z | 09:25:00 | ...

③景业智能：公司正在定制开发多款特种四足机器人产品，"胡狼一号"作为其中一款，主要定位于要地 自主巡逻安防领域，它具备自主巡逻、环境感知、自组网、入侵侦测、警示、攻击等功能，适用于边 防、重要设施保护等场景。公司正在研发一款专注于察打一体的特种四足机器人，它具备环境感知和协 同作战能力，未来可执行复杂环境中的攻击任务等。 人民财讯3月20日电，万马股份股价连续涨停，使得机器狗概念引发关注。多家上市公司最新回复相关 问题。 ②辰安科技：公司对于消防机器人产品中的机器狗灭火产品的应用展望是从应急救援向多领域渗透，未 来，公司将拓展其在化工园区、森林火灾、地铁隧道、石油储罐等场景的应用，并开发"机器狗+AI指 挥舱"系统，实现全自主灭火作业。 ①万马股份：公司在机器人和机器狗领域现主要业务为基于机器人线缆线束的万马机器人智连CCa系统 化解决方案，后续也计划进一步拓展业务领域，及开展上下游合作。公司已与多家机器人机器狗公司展 开基于万马机器人智连CCa系统的服务和合作。 ...

| 证券代码：002276 | 证券简称：万马股份 | 公告编号：2025-004 | | --- | --- | --- | | 债券代码：149590 | 万马 债券简称：21 | 01 | 关于股票交易异常波动的公告 浙江万马股份有限公司 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、股票交易异常波动的情况介绍 浙江万马股份有限公司（以下简称"公司"）股票（证券代码：002276，证 券简称：万马股份）交易价格连续2个交易日内（2025年3月18日、2025年3月19 日）收盘价格涨幅偏离值累计超过20%。根据《深圳证券交易所股票交易规则》 相关规定，属于股票交易异常波动的情况。 二、公司关注、核实情况 针对公司股票异常波动，公司董事会通过信息、电话等方式，对公司控股股 东、实际控制人就相关问题进行了核查，相关情况说明如下： 1.公司前期披露的信息不存在需要更正、补充之处； 2.公司未发现近期公共媒体报道了可能或已经对公司股票交易价格产生较 大影响的未公开重大信息； 3.近期公司生产经营情况正常，公司内外部经营环境未发生重大变化； 4.公司、控股股 ...

公司机器人电缆产品及万马机器人智联CCa系统，主要应用于工业机器人领域，也在逐步应用于人形机 器人和机器狗产品中。 现有人形机器人、机器狗线缆订单收入占比较小，且公司在该领域的业务发展前景，一定程度上依赖于 机器人、机器狗在应用场景的开发和落地速度、客户产能释放规划，及公司的产品综合实力和市场进一 步拓展的能力，存在一定的不确定性。 人民财讯3月19日电，万马股份(002276)3月19日晚间发布股价异动的公告，近期人形机器人、机器狗等 概念市场情绪较高，公司股价短期内涨幅较大。 公司是国内规模较大的智能装备线缆制造企业，是国内较早成功进入包括机器人电缆在内的智能装备电 缆领域研发和生产的公司。 ...

Market Overview - A total of 56 stocks hit the daily limit up in the A-share market, with 47 stocks hitting the limit after excluding 9 ST stocks, resulting in an overall limit-up rate of 70.89% [1] Top Performers - Dongyi Risheng had the highest limit-up order volume at 263,100 hands, followed by Dalian Heavy Industry, Qinghai Huading, and Xuelong Group with limit-up orders of 215,300 hands, 213,000 hands, and 196,500 hands respectively [2] - *ST Tongzhou achieved 11 consecutive limit-ups, while Qijing Machinery had 6 consecutive limit-ups, and Shenkai Co., Ltd. and Julisi had 5 consecutive limit-ups [2] Investment Highlights - Xuelong Group is involved in the Yushubot concept and has indirect holdings in Hangzhou Yushu Technology Co., Ltd. through a partnership with Shenzhen Venture Capital [2] - The company holds a 1.3546% stake in Hangzhou Yushu Technology through the Shenzhen Venture Capital SME Development Fund (Xinjiang) and a 0.7239% stake in the fund itself [2] Industry Trends - The robot concept is gaining traction, highlighted by NVIDIA's announcement of the world's first open-source, customizable humanoid robot base model, Isaac Groot [3] - Companies like Yuhuan Numerical Control and Wanma Co., Ltd. are actively engaged in the humanoid robot market and related technologies [4] Brain-Computer Interface Sector - Guomai Technology is tracking domestic and international brain-computer interface projects and exploring application scenarios [5] - Innovation Medical has a stake in Bole Brain-Machine (Hangzhou) Technology Co., Ltd., focusing on brain-computer interface technology and high-end medical devices [5] Marine Economy - Companies like Julisi and Shenkai Co., Ltd. are expanding into marine industries, including marine fishing, oil and gas development, and offshore wind power [6][7] Institutional Activity - Institutional investors showed significant interest in Dawi Technology, with net purchases exceeding 200 million yuan, while Guomai Technology and Xiangyang Bearing also saw substantial net buying [8]

资金流向方面，今日该股主力资金净流入8327.91万元，其中，特大单净流入3.28亿元，大单资金净流出 2.44亿元。近5日主力资金净流入10.97亿元。 证券时报•数据宝统计显示，上榜的前五大买卖营业部合计成交15.00亿元，其中，买入成交额为5.52亿 元，卖出成交额为9.48亿元，合计净卖出3.96亿元。 具体来看，今日上榜的营业部中，深股通为第二大买入营业部及第三大卖出营业部，买入金额为1.31亿 元，卖出金额为1.83亿元，合计净卖出5224.74万元。 近半年该股累计上榜龙虎榜6次，上榜次日股价平均涨4.13%，上榜后5日平均涨14.59%。 万马股份今日涨停，全天换手率31.15%，成交额58.88亿元，振幅10.75%。龙虎榜数据显示，深股通净 卖出5224.74万元，营业部席位合计净卖出3.44亿元。 深交所公开信息显示，当日该股因日涨幅偏离值达10.40%上榜，深股通净卖出5224.74万元。 融资融券数据显示，该股最新（3月18日）两融余额为8.70亿元，其中，融资余额为8.66亿元，融券余额 为387.32万元。近5日融资余额合计减少2856.00万元，降幅为3.19%，融券余额合计减 ...