证券时报·数据宝统计显示，共有15家公司公布了2025年度业绩预告。业绩预告类型来看，业绩预增的 有11家，业绩预降的有2家。 | 代码 | 简称 | 业绩预告 | 业绩预告 | 预计净利润增幅中值 | 最新收盘价 | 今年以来涨跌 | 行业 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 日期 | 类型 | （%） | （元） | （%） | | | 688795 | N摩尔 | 2025.12.04 | 减亏 | 41.36 | | | 电子 | | 002475 | 立讯精 密 | 2025.10.31 | 预增 | 26.09 | 59.63 | 47.12 | 电子 | | 920018 | | 2025.08.07 | | 21.42 | 27.08 | -35.29 | | | | 宏远股 | | 预增 | | | | 电力设 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 份 | | | | | | 备 | | 920080 | 奥美森 | 2025.09.18 ...

Group 1 - A total of 433 listed companies in the Shanghai and Shenzhen markets were investigated by various institutions in the recent ten trading days ending December 4 [1] - Securities companies conducted the most extensive research, covering 381 companies, followed by fund companies with 302 companies, and 88 A-share companies were investigated by overseas institutions [3] - Among the overseas institutions, Huichuan Technology and Luxshare Precision stood out, with Huichuan receiving attention from 68 overseas institutions and Luxshare from 48 [3] Group 2 - Huichuan Technology indicated that while competition in the electric vehicle sector remains fierce, long-term improvements may occur as market dynamics and technology evolve [3] - Luxshare Precision noted that its share in the global consumer electronics market is still below 6%, with module revenue at approximately 11%, suggesting significant growth potential in the non-overseas major customer segment over the next decade [3] - Stocks investigated by overseas institutions averaged a 0.36% increase over the past ten days, with Shenghui Integrated Circuit showing the highest increase of 32.47% [3] Group 3 - Thirteen stocks received ratings from at least 15 institutions, with a consensus predicting a net profit growth of over 20% by 2025, including companies like Kaiying Network, Luxshare Precision, and Huichuan Technology [4] - Jinli Permanent Magnet is projected to have the highest profit growth, with 18 institutions forecasting a 152.52% increase in net profit by 2025 [4] - The company has established a division for embodied robot motor rotors and set up a research and development center in Hong Kong, becoming a key partner for the Hong Kong government [4]

Group 1 - A total of 433 companies were investigated by institutions in the past 10 days, with 381 being securities firms and 302 being fund companies [1] - 88 listed companies were researched by overseas institutions, with 8 companies receiving attention from more than 20 overseas institutions, including Huichuan Technology, which was investigated by 68 overseas institutions [1] - Lixun Precision was the second most researched company, with 48 overseas institutions participating in the investigation, indicating significant growth potential in the non-overseas consumer electronics market over the next decade [1] Group 2 - Stocks that were investigated by overseas institutions saw an average increase of 0.36% in the past 10 days, with Shenghui Integration experiencing the highest increase of 32.47% [3] - 13 stocks received ratings from at least 15 institutions, with a consensus forecast of over 20% profit growth in 2025, including Kaiying Network, Lixun Precision, and Huichuan Technology [3] - Jinli Permanent Magnet is predicted to have the highest profit growth, with 18 institutions forecasting a net profit increase of 152.52% in 2025 [3][4]

Group 1 - The "Investment Opportunities in China" roadshow successfully took place in Germany, featuring representatives from five Shenzhen-listed companies engaging with institutional investors [1] - The Shenzhen Stock Exchange (SZSE) organized a total of 11 overseas roadshows in 2025, covering over 50 Shenzhen-listed companies and reaching countries like Singapore, South Korea, Australia, and Germany [1] - The participating companies in the German roadshow represent key sectors such as renewable energy, high-end manufacturing, and healthcare, which are of significant interest to German investors [1] Group 2 - In the Sydney roadshow, six companies from the green low-carbon and high-end manufacturing sectors engaged with nearly 70 representatives from Australian investment institutions, highlighting the shift of Chinese companies from "technology followers" to "standard setters" [2] - During the Singapore roadshow, companies like Mindray Medical and Inovance Technology received positive feedback from foreign investors, who expressed high interest in the global strategies and technological advancements of Chinese firms [2] - The SZSE is actively organizing roadshows in Hong Kong to enhance understanding and trust between Shenzhen-listed companies and foreign investors, facilitating international investment in the Shenzhen market [2][3] Group 3 - The SZSE plans to continue organizing overseas roadshows and activities for foreign investors to enhance their understanding of the investment value of Chinese assets [3] - The exchange aims to improve the quality of services for connecting Shenzhen-listed companies with foreign investors, facilitating cross-border investment activities [3]

Group 1 - The fourth quarter is a critical period for private equity funds to realize performance and capture investment opportunities for the coming year, with research becoming a primary method for exploring new opportunities [1] - As of December 4, a total of 2,280 private equity institutions conducted 13,000 research sessions in the fourth quarter, with sectors like electronic components, medical devices, and integrated circuits being the most popular [1] - Private equity firms are optimistic about the A-share market in 2026 and are actively adjusting their portfolios through research to ensure more rational asset allocation and maximize product returns [2][3] Group 2 - Leading private equity firms are actively conducting research, with several top firms ranking high in the number of sessions, including Guangdong Zhengyuan, Hongyun, and Shanghai Gao Yi, among others [2] - The active research by private equity firms signals a positive outlook on the A-share market and a focus on understanding industry developments and verifying company operations to achieve higher returns [2] - The demand for deep research and precise stock selection is increasing as the market shifts towards performance realization, particularly in the technology sector [3] Group 3 - Technology stocks, particularly in sectors like electronic components, medical devices, and integrated circuits, are favored by private equity firms, with companies like Luxshare Precision and Aibo Medical being researched over 100 times [3][4] - The electronic components sector has seen strong upward momentum this year, benefiting from multiple favorable factors such as AI hardware, semiconductor domestic substitution, and automotive electronics [4] - The focus on sectors with growth potential and profit certainty is expected to help private equity funds achieve excess returns, aligning with their criteria for asset selection [4]

Core Points - The Green Governance Index (980058) closed at 1324.41 points, up 0.4%, with a trading volume of 87.561 billion yuan and a turnover rate of 1.14% [1] - Among the index constituents, 39 stocks rose while 58 fell, with Northern Huachuang leading the gainers at 3.67% and Luzhou Laojiao leading the decliners at 3.76% [1] Index Constituents - The top ten constituents of the Green Governance Index include: - Ningde Times (12.72% weight) at 383.35 yuan, up 1.93% [1] - Midea Group (6.81% weight) at 81.89 yuan, down 0.34% [1] - Dongfang Wealth (5.82% weight) at 22.39 yuan, up 0.72% [1] - Luxshare Precision (5.40% weight) at 59.63 yuan, up 1.38% [1] - Sungrow Power Supply (4.99% weight) at 177.55 yuan, up 0.24% [1] - Wuliangye (3.94% weight) at 114.45 yuan, down 0.99% [1] - Gree Electric Appliances (3.16% weight) at 40.94 yuan, up 0.32% [1] - Northern Huachuang (2.82% weight) at 449.79 yuan, up 3.67% [1] - Inovance Technology (2.63% weight) at 72.65 yuan, up 3.39% [1] - ZTE Corporation (2.52% weight) at 42.92 yuan, down 0.88% [1] Capital Flow - The net outflow of main funds from the index constituents totaled 2.808 billion yuan, while retail investors saw a net inflow of 3.06 billion yuan [1] - Detailed capital flow for specific stocks shows: - Ningde Times had a main fund net inflow of 568 million yuan [2] - Inovance Technology had a main fund net inflow of 15 million yuan [2] - Dongfang Wealth experienced a main fund net inflow of 76.89 million yuan [2] Recent Adjustments - The Green Governance Index constituents were adjusted recently, adding 10 new stocks, effective December 15, 2025 [3] - New additions include: - Zhongke Environmental Protection (77.42 billion yuan market cap) [3] - Dongsoft Zhaibo (72.07 billion yuan market cap) [3] - Furan Energy (158.40 billion yuan market cap) [3] - Water Technology (51.67 billion yuan market cap) [3] - Satellite Chemical (567.95 billion yuan market cap) [3] - Jinhe Industry (115.60 billion yuan market cap) [3] - Changbao Co. (70.35 billion yuan market cap) [3] - Shuanghuan Transmission (338.81 billion yuan market cap) [3] - Shield Environment (136.16 billion yuan market cap) [3] - Fu'ao Co. (94.25 billion yuan market cap) [3]

Core Viewpoint - The A-share market shows mixed performance with the Shanghai Composite Index down 0.06%, the Shenzhen Component Index up 0.4%, and the ChiNext Index unexpectedly rebounding over 1%, driven primarily by a surge in humanoid robot stocks [1][3]. Group 1: Humanoid Robot Sector Performance - The humanoid robot sector experienced a significant rally, with leading stocks such as Hengerdai and Haichang New Materials hitting the daily limit up [1]. - The humanoid robot ETF from E Fund (159530) rose over 3.06% today, with a year-to-date increase of 24.29% [3]. - Key stocks in the humanoid robot sector include Hengerdai (+20.01%), Haichang New Materials (+19.99%), and others showing substantial gains [4]. Group 2: Government Support and Industry Dynamics - The Trump administration is reportedly shifting focus towards robotics, considering an executive order on the subject, indicating a significant governmental push for the industry [3][5]. - The emphasis on robotics is linked to the broader strategy of manufacturing reshoring, suggesting a potential arms race in the robotics sector [5]. - Tesla's humanoid robot, Optimus, has demonstrated improved capabilities, enhancing market confidence in the industry's progress towards commercialization [5][18]. Group 3: Market Trends and Future Projections - The humanoid robot industry is transitioning from speculative hype to tangible business opportunities, with increasing orders and product launches [12][19]. - Morgan Stanley reports that orders from Chinese humanoid robot manufacturers have exceeded 2 billion yuan since mid-2025, with a significant percentage of companies likely to adopt humanoid robots in the next three years [14]. - The market for humanoid robots is projected to reach 600 million units sold globally by 2035, with a market size exceeding $120 billion [18]. Group 4: Investment Opportunities and ETF Insights - The humanoid robot sector is entering a phase of differentiation, with a focus on companies that can deliver real orders and production capabilities [9][20]. - The E Fund humanoid robot ETF (159530) has seen significant capital inflows, indicating strong investor interest and liquidity in the sector [19]. - The ETF tracks a diversified portfolio of companies in the humanoid robot supply chain, providing a lower barrier to entry for investors looking to capitalize on the industry's growth [24][25].

Market Performance - On December 4, A-shares showed mixed performance with the Shanghai Composite Index down by 0.06% closing at 3875.79 points, while the Shenzhen Component Index rose by 0.4% to 13006.72 points, and the ChiNext Index increased by 1.01% to 3067.48 points [1] Sector Performance - The sectors that performed well included robotic actuators, space-based internet, and AI chips, while sectors such as pre-made dishes, community group buying, and agricultural planting saw declines [1] - The net inflow for robotic actuators was 4.55 billion with a rise of 4.48%, while AI chips had a net inflow of 2.01 billion with a 1.97% increase [2] Fund Manager Changes - On December 4, there were 26 fund manager changes across various funds, with 40 funds announcing departures of fund managers [3][4] - In the past 30 days (November 4 to December 4), a total of 725 fund managers left their positions, with 40 announcements made on December 4 alone [3] Fund Manager Departure Reasons - The reasons for fund manager departures included work changes (11 managers), personal reasons (1 manager), resignations (1 manager), and product expirations (2 managers) [3] New Fund Manager Appointments - On December 4, 38 funds announced new fund manager appointments, involving 12 managers, including Wu Chendong from E Fund, who manages assets totaling 24.55 billion [5][6] Fund Research Activity - In the past month, Bosera Fund conducted the most company research, engaging with 49 listed companies, followed by Guotai Fund and Huaxia Fund with 48 and 47 companies respectively [7] - The most researched sector was consumer electronics, with 270 instances of fund company engagement, followed by specialized equipment with 218 instances [7] Recent Company Research Focus - The most focused company in the last month was Luxshare Precision, with 88 fund management companies participating in its research, followed by Jereh and Huichuan Technology with 81 and 65 respectively [8][9]

在中国内地和香港市场上市的苹果概念股的股价走势强劲。从2024年底到2025年12月2日的 股价涨幅来看，具有讽刺意味的是苹果股价仅上涨14%，低于中国的苹果概念股。这是因为 中国相关企业的盈利模式改变…… 在中国内地和香港市场上市的苹果概念股的股价走势强劲。原因不仅在于中国大陆的新 款"iPhone17"的热卖，还因为从业绩受苹果动向影响的商业模式转变为在苹果陷入苦战的人 工智能（AI）领域也能盈利的体制。对于被纳入全球供应链的企业来说，中美展开激烈竞争的 AI投资也成为东风。 按季度计算的净利润首次突破100亿元大关，台湾鸿海精密工业旗下的富士康工业互联网 （FII、工业富联）10月29日公布的2025年7～9月财报表现强劲。营业收入达2431亿元，同 比增长42%，净利润达103亿元，同比增长62%。股价在次日30日刷新了上市以来的最高点 （83.880元）。 2018年在上海上市的工业富联从事iPhone的代工，是众所周知的苹果概念股。但是，拉动此 次强劲业绩的是AI相关业务。 业绩强劲的原因之一是，不仅是面向美国的hyperscaler（超大规模云服务商），面向使用英 伟达阉割版和中国厂商的GPU等 ...

人民财讯12月4日电，企查查APP显示，近日，鸿滔智能装备(昆山)有限公司成立，法定代表人为曾冰 华，注册资本为19.81亿元，经营范围包含：智能基础制造装备销售；服务消费机器人制造；智能机器 人销售；电子元器件制造等。企查查股权穿透显示，该公司由昆山锦鸿企业管理服务合伙企业(有限合 伙)、立讯精密（002475）全资子公司昆山立讯企业管理发展有限公司共同持股。 ...