将投中网设为"星标⭐"，第一时间收获最新推送 前瞻性的判断必不可少。 作者丨 张雪 来源丨 投中网 我们梳理了这些公司，发现它们的布局逻辑迥异，有的是产业协同驱动的战略卡位，有的是财务投资主导的风险分散，更有传统企业借道基金的转型试 探。来吧，让我们看看，摩尔线程、宇树、智元，哪些大赢家同时押注这些热门公司？ 热闹的上市公司们 按照惯例，明星项目上市，最先受益的就是A股上的相关概念股。这些概念股又可以分为三类，直接持股的、间接持股且有合作的，仅有合作的。 在同时布局两大明星项目的阵营中，产业资本的身影尤为亮眼。它们有的只是与这两个项目有合作，有的间接持股但比例不算高，共同点是都与项目有 着真金白银的生意往来，而间接持股方多少有点用股权绑定订单的意味，其中金发科技算得上是典型。 摩尔线程和宇树科技，这两个最受关注的IPO项目，正在资本市场卷起一股旋风。 9月下旬，摩尔线程即将上会的消息点燃了节前的资本市场，随之而来的是多个相关概念股的大涨，作为直接股东的和而泰自是不必多说，就连传闻中 仅有微乎其微关联的景兴纸业也收获了连续涨停、可转债三日涨超50%。 资本的野心从不止于单个项目。 于是，投资者开始寻找那些同时握 ...

Core Insights - The article highlights the transformative investment decision made by Heertai in 2020, where the company invested 30 million in the AI chip startup Moore Threads, resulting in a tenfold increase in value to 306 million by 2025 [1][5][12] Company Overview - Heertai is primarily known for producing smart controllers for home appliances and automobiles, which typically have a low profit margin of around 15% [3][11] - The company made a strategic investment in Moore Threads, which was in its angel round at the time, indicating a high-risk but potentially high-reward scenario [3][5] Investment Strategy - The investment in Moore Threads was both a financial and strategic move, as the relationship between GPU technology and smart controllers is crucial for future smart devices [5][12] - Heertai's acquisition of Chengchang Technology for 624 million, gaining a 46.37% stake, marked a significant shift towards higher-margin businesses, particularly in RF chips for phased array radar [6][8] Financial Performance - Chengchang Technology's chip business contributed 201 million in revenue for Heertai in the first half of 2025, accounting for only 3.69% of total revenue but generating over 13% of the profit [9][12] - The overall gross margin for Heertai improved to 19.13% in the first half of 2025, with net profit reaching 354 million, a year-on-year increase of 78.65% [9][12] Market Trends - The market for high-margin technologies, such as those offered by Chengchang Technology, is expanding rapidly, particularly in commercial aerospace and low-orbit satellite industries [9][12] - Heertai is also venturing into automotive electronics and robotics, anticipating significant growth in these sectors by 2030 [13][12] Strategic Vision - Heertai's approach is characterized by a proactive strategy to diversify and invest in high-value sectors, rather than remaining confined to traditional manufacturing [11][12] - The company has increased its R&D spending by 17.05% to 309 million in the first half of 2025, focusing on advanced technologies like AI and robotics [13][12]

Core Viewpoint - Dongfang Precision (002611) has established a joint venture named Shenzhen Heju Zhikong Technology Co., Ltd. with Leju Robotics and Heerat (002402), focusing on humanoid robot intelligent control systems [1] Group 1: Joint Venture Details - The joint venture has completed its business registration [1] - Shenzhen Heju Zhikong Technology Co., Ltd. will concentrate on key scenarios such as industrial operations and human-machine collaboration [1] Group 2: Technological Focus - The company aims to create a comprehensive application solution for humanoid robot intelligent control systems [1] - It is committed to providing end-to-end solutions covering hardware architecture, embedded firmware, and upper-level control interfaces [1] - Key technologies include a high-reliability computing platform, low-cost real-time bus interfaces, and high-power drive modules [1] Group 3: Strategic Goals - The technological breakthroughs are intended to ensure stable operation of humanoid robots in complex working conditions [1] - The initiative aims to promote the large-scale application of embodied intelligence technology [1]

证券之星消息，10月14日消费电子板块较上一交易日下跌4.82%，统联精密领跌。当日上证指数报收于 3865.23，下跌0.62%。深证成指报收于12895.11，下跌2.54%。消费电子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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002402 | 和而泰 | 2.00亿 | 5.01% | 7788.23万 | 1.95% | -2.78 Z | -6.96% | | 301326 捷邦科技 | | 6110.35万 | 10.68% | -143.15万 | -0.25% | -5967.20万 | -10.43% | | 603629 利通电子 | | 4498.83万 | 12.99% | 1181.75万 | 3.41% | -5680.58万 | -16.40% | | 300602 | 飞荣达 | 2356.78万 | 1.06% | 1.28亿 | 5.75% | -1.52 ...

证券日报网讯和而泰10月14日在互动平台回答投资者提问时表示，公司子公司铖昌科技在卫星互联网低 轨卫星通信领域具备优势，产品持续按计划批量交付，随着低轨卫星密集发射，通信网络发展提速。子 公司通过前瞻性技术布局及产品研发，在持续深化星载、机载、地面等领域的同时积极拓展低空经济等 多场景的应用矩阵，正加速构建覆盖地面、空中、天基全场景的解决方案库，以系统级创新持续强化市 场渗透力。未来，子公司将持续关注行业动向，感知市场趋势，积极拓展新领域。 （文章来源：证券日报） ...

Market Overview - The automotive thermal management sector declined by 1.86%, ranking among the top declines in concept sectors as of the market close on October 13 [1] - Within this sector, companies such as Hengshuai Co., Zhejiang Rongtai, and Jingwei Hengrun experienced significant declines, while 18 stocks saw price increases, with Hunan Tianyan, Changying Tong, and Keda Guochuang leading with gains of 6.67%, 6.55%, and 4.51% respectively [1] Concept Sector Performance - The top-performing concept sectors included Rare Earth Permanent Magnets with a gain of 6.92%, and Military Equipment Restructuring Concept with a gain of 3.51% [2] - The automotive thermal management sector was among the laggards, with a decline of 1.86%, alongside other sectors like AI PC and Decelerators [2] Capital Flow Analysis - The automotive thermal management sector saw a net outflow of 1.94 billion yuan, with 91 stocks experiencing net outflows, and 6 stocks seeing outflows exceeding 100 million yuan [2] - The leading stock for net outflow was Sanhua Intelligent Control, with a net outflow of 354 million yuan, followed by Top Group and Huagong Technology with outflows of 251 million yuan and 222 million yuan respectively [2] Notable Stocks in Automotive Thermal Management - Key stocks with significant net outflows included: - Sanhua Intelligent Control: -5.23% with a turnover rate of 5.92% and a net outflow of 353.60 million yuan - Top Group: -4.97% with a turnover rate of 3.39% and a net outflow of 251.08 million yuan - Huagong Technology: -3.19% with a turnover rate of 6.05% and a net outflow of 222.13 million yuan [3][4] Stocks with Positive Capital Inflows - Stocks with notable net inflows included: - Midea Group: 3.59 billion yuan - Feirongda: 57.68 million yuan - Sixuan New Materials: 53.25 million yuan [2][6]

New Stock Listings - New stock "Aomeisen" (920080) listed at an issue price of 8.25 on October 10, 2025[1] - "Shangwei New Materials" (688585) has a tender offer period from September 29 to October 28, 2025[1] Delisting and Trading Alerts - "Zitian Tui" (300280) is in the delisting arrangement period with only 1 trading day remaining[1] - "Pinming Technology" (688109) is experiencing severe abnormal fluctuations[1] Market Updates - Multiple companies including "Kesi Technology" (688788) and "Bory Medical" (688166) have recent announcements related to trading activities[1] - "Ganfeng Lithium" (002460) and "Luoyang Molybdenum" (603993) have also made recent disclosures[1] Additional Information - A total of 30 companies have been highlighted for various trading activities and announcements on October 10, 2025[1] - Links to detailed announcements for each company are provided for further insights[1]

Group 1 - A new company named Shenzhen Heju Zhikong Technology Co., Ltd. has been established with a registered capital of 20 million RMB [1] - The legal representative of the company is Bai Qingli [1] - The business scope includes research and development of intelligent robots, sales of intelligent robots, and artificial intelligence basic resources and technology platforms [1] Group 2 - The company is jointly held by Heertai, Dongfang Jinggong, Leju Intelligent (Shenzhen) Co., Ltd., and Liu Lei [1]

企查查APP显示，近日，深圳和聚智控科技有限公司成立，注册资本2000万元，经营范围包含：智能机 器人的研发；智能机器人销售；人工智能基础资源与技术平台；智能控制系统集成；人工智能通用应用 系统等。企查查股权穿透显示，该公司由和而泰、东方精工、乐聚智能（深圳）股份有限公司等共同持 股。 ...

证券时报·数据宝统计，截至10月9日收盘，沪深两市共473只个股连续5日或5日以上主力资金净流出。 从净流出持续时间来看，速达股份连续32日主力资金净流出，排名第一；喜临门连续22日主力资金净流 出，位列第二。从主力资金净流出总规模来看，和而泰主力资金净流出金额最大，连续6天累计净流出 52.83亿元，立讯精密紧随其后，5天累计净流出46.27亿元。从主力资金净流出占成交金额的比例来看， 大秦铁路占比排名居首，该股近5日下跌3.95%。（数据宝） 连续5日或以上主力资金净流出个股排名 | 证券代 | 证券简 | 主力资金净流出 | 主力资金净流出金额 | 主力资金净流出比例 | 累计涨跌幅 | | --- | --- | --- | --- | --- | --- | | 码 | 称 | 天数 | （亿元） | （%） | （%） | | 002402 | 和而泰 | 6 | 52.83 | 9.27 | -8.03 | | 002475 | 立讯精 密 | 5 | 46.27 | 4.93 | -6.98 | | 300450 | 先导智 能 | 7 | 44.86 | 5.36 | 6.81 | | 30 ...