Core Viewpoint - The A-share market experienced a rebound in the afternoon of December 30, with the Shanghai Composite Index closing flat, the Shenzhen Component Index rising by 0.49%, and the ChiNext Index increasing by 0.63% [1] Industry Developments - The robotics sector has shown significant growth, with companies like Fenglong Co. achieving five consecutive trading limit increases, and Tianqi Co. and Tianming Technology reaching four consecutive trading limit increases and a 30% limit increase, respectively [1] - A total of 24 stocks, including Unification Co., New Times Da, Nanxing Co., and Zhejiang Rongtai, hit the trading limit [1] - The Ministry of Industry and Information Technology has established a standardization technical committee for humanoid robots and embodied intelligence, which will focus on developing industry standards in key technology areas, components, systems, applications, and safety [1] - The first local regulation promoting the development of the embodied intelligent robotics industry was introduced in Hangzhou on December 29 [1]

截至2025年12月30日 14:09，机器人ETF(159770)盘中换手6.2%，成交6.65亿元。跟踪的中证机器人指数(H30590)强势上涨 3.39%，成分股步科股份(688160)上涨20.00%，绿的谐波(688017)上涨11.65%，新时达(002527)上涨10.01%，宏英智能(001266)， 鸣志电器(603728)等个股跟涨。 截至12月29日，机器人ETF(159770)最新规模达105.27亿元，最新份额达102.63亿份，均创成立以来新高。 资金流入方面，机器人ETF(159770)最新资金净流入3384.68万元。拉长时间看，近5个交易日内有4日资金净流入，合计"吸 金"2.06亿元。 【产品亮点】 机器人ETF(159770)深市规模最大的机器人主题ETF，成分股覆盖人形机器人、工业机器人、服务机器人等多个细分领域，帮助 投资者一键布局机器人上中下游产业链。 【相关产品】 机器人ETF(159770)，对应场外联接基金(A：014880；C：014881)。 据业内最新消息，Optimus即将发包，2026年Q1开始分批交付，覆盖2026年8-10万台全部产能。 相关机构 ...

Core Viewpoint - The A-share market saw a significant rise in robotics concept stocks, with multiple companies experiencing substantial gains, driven by the announcement of a new offline store by Yushu Technology in collaboration with JD.com, set to open on December 31 in Beijing [1]. Group 1: Stock Performance - Tianming Technology reached a 30% limit up, with a total market value of 2.067 billion and a year-to-date increase of 94.59% [2]. - Shuo Beid's stock rose by over 16%, with a market capitalization of 13.2 billion and a year-to-date increase of 118.38% [2]. - Buke Co. saw an increase of nearly 12%, with a market value of 12.4 billion and a year-to-date rise of 138.24% [2]. - Blue Cursor's stock increased by over 10%, with a total market value of 35.5 billion and a year-to-date increase of 49.31% [2]. - Other companies such as Jintuo Co., Hualing Cable, and Zhongchao Holdings also experienced gains of around 10% [1]. Group 2: New Store Announcement - Yushu Technology announced the opening of its first offline store in collaboration with JD.com, showcasing products like the Yushu Go2 quadruped robot dog and G1 humanoid robot [1].

12月30日，A股市场机器人概念股全线上涨，其中，天铭科技30CM涨停，硕贝德涨超16%，步科股份 涨近12%，蓝色光标涨超10%，晋拓股份、华菱线缆、中超控股、新时达、天奇股份、锋龙股份、五洲 新春、宏英智能、泰尔股份10CM涨停。 消息面上，宇树科技宣布，京东与宇树科技推出的首家线下门店将于12月31日在北京正式开业。该店将 集中展示了宇树Go2四足机器狗、G1人形机器人等多款明星产品。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 920270 | 天铭科技 | 1 | 30.00 | 20.67亿 | 94.59 | | 300322 | 硕贝德 | 1 | 16.15 | 132亿 | 118.38 | | 688160 | 步科股份 | 1 | 11.93 | 124亿 | 138.24 | | 300058 | 蓝色光标 | 1 | 10.26 | 355亿 | 49.31 | | 603211 | 晋拓股份 | | 10.02 | 64.17亿 | 57.93 | | 001208 | ...

Group 1 - The A-share market indices collectively rose, with the Shanghai Composite Index increasing by 0.01%, driven by gains in sectors such as petrochemicals, cultural media, and aerospace, while airports and insurance sectors faced declines [1] - The machine tool sector showed strength, with the machine tool ETF (159663) rising by 0.97%, and notable increases in constituent stocks such as Xinsida up by 10.01%, Zhejiang Haideman up by 6.90%, and Haozhi Electromechanical up by 5.04% [1] Group 2 - According to the China Association of Automobile Manufacturers, China's total automobile production and sales have ranked first globally for sixteen consecutive years, with new energy vehicles leading for ten years [3] - The aerospace sector is projected to achieve a record 68 launches in 2024, maintaining its position as the second globally [3] - The machine tool sector is significantly driven by the automotive industry, particularly the explosive growth of new energy vehicles, which has increased demand for specialized equipment such as large die-casting machines and high-efficiency gear processing machine tools [3] - The machine tool ETF (159663) closely tracks the China Securities Machine Tool Index, covering key areas in high-end equipment manufacturing, including laser equipment, machine tools, robotics, and industrial control equipment, aligning with the new productivity concept emphasizing innovation and industrial upgrading [3]

Group 1 - The Robot ETF (562500) rose by 0.50%, showing strong upward momentum after an early dip, with significant trading volume reaching 4.09 billion yuan [1] - Several stocks within the sector experienced a surge, with Buke Co., Ltd. leading with over a 10% increase, and other companies like Xinshi Da and Haoshi Jidian also showing strong performance [1] - The liquidity in the market was highlighted by a substantial trading volume within the first hour of opening, indicating robust investor interest [1] Group 2 - CITIC Securities reported that multiple supply chain companies are actively advancing their business development through product layout, customer collaboration, and overseas expansion [2] - Notable companies such as Lide Harmony showcased core components at international exhibitions, while Buke Co., Ltd. expanded both domestic and international customer bases [2] - The Robot ETF (562500) is the only robot-themed ETF in the market with a scale exceeding 20 billion, covering various segments including humanoid robots, industrial robots, and service robots [2]

国金证券认为，2026年人形产业进入集中交付期，对于量产能力有非常大的考验，稳定量产意味着成本 逐渐下降，反过来成本过高意味着没有持续的订单需求，将会拉开人形公司的差距。建议关注国内企业 集中上市的机遇。 12月30日，三大指数集体低开。 热门ETF方面，机器人ETF基金（562360）截至发稿涨0.47%，成分股中，新时达涨超9%，步科股份、 昊志机电、景业智能等跟涨。 机器人ETF基金（562360）跟踪中证机器人指数，该指数选取系统方案商、数字化车间与生产线系统集 成商、自动化设备制造商、自动化零部件商以及其他相关公司股票作为样本股，以反映机器人产业相关 股票的走势。 消息面来看，据浙江日报，全国首部促进具身智能机器人产业发展的地方性法规在杭州诞生。29日，杭 州市十四届人大常委会第三十一次会议表决通过《杭州市促进具身智能机器人产业发展条例》。"这是 善用法治思维促改革发展的生动实践。"浙江大学立法研究院院长助理冯洋说，该项立法将发挥法治稳 预期、利长远的作用，为同类地方立法提供经验借鉴。 华金证券认为，随着人形机器人新品发布数量大幅增加，订单量不断增长，人形机器人商业化将加速发 展。 （文章来源：21 ...

【市场复盘】 上周五 （12月26日），科创人工智能ETF华夏（589010） 上涨0.66%，全天维持红盘震荡态势，盘中多 头情绪积极。持仓股方面呈现普涨格局，芯原股份领涨超5%，云天励飞-U、寒武纪-U等核心标的联袂 大涨超4%，有效提振了板块人气。流动性方面，全天成交额突破8400万元，显示出资金对人工智能赛 道长期价值的认可，在震荡市场中依旧保持了较高的活跃度。机器人ETF（562500）上涨0.81%，全天 走出探底回升的坚韧走势，日内均线支撑强劲。持仓股方面掀起"涨停风暴"，瑞松科技、步科股份联袂 斩获20%涨停板，昊志机电飙涨超15%，丰立智能、云天励飞、禾川科技等个股涨幅均超4%，板块赚钱 效应显著。流动性方面，全天成交额突破15.52亿元，资金交投活跃。 3. 格力博今日在投资者互动平台表示，公司2022年变更营业执照，经营范围增加"智能机器人销售、服 务消费机器人制造"等内容，是基于对人形机器人领域的长期关注与布局储备，与智元的合作仍聚焦技 术探索与场景验证。对于新品的研发和投放以及与相关机器人公司的合作，公司坚持"以商业价值为核 心"的原则，"成熟一代、推广一代"，待技术成熟度与盈利模式 ...

Core Viewpoint - The company, Shanghai Xinshi Electric Co., Ltd., has shown significant financial performance with a notable increase in revenue and net profit, alongside active trading in its stock, indicating potential investment interest. Group 1: Financial Performance - For the period from January to September 2025, the company achieved a revenue of 2.654 billion yuan, representing a year-on-year growth of 17.20% [2] - The net profit attributable to shareholders reached 4.3462 million yuan, marking a substantial increase of 110.26% compared to the previous year [2] Group 2: Stock Trading Activity - On December 29, the company's stock price increased by 1.63%, with a trading volume of 453 million yuan [1] - The financing buy-in amount for the company on the same day was 50.8598 million yuan, while the financing repayment was 27.3827 million yuan, resulting in a net financing buy-in of 23.4771 million yuan [1] - As of December 29, the total financing and securities lending balance was 494 million yuan, which accounts for 4.78% of the circulating market value, indicating a high level of financing activity [1] Group 3: Shareholder Information - As of December 19, the number of shareholders for the company was 47,600, a decrease of 0.75% from the previous period [2] - The average circulating shares per person increased by 0.75% to 11,109 shares [2] - The company has cumulatively distributed 479 million yuan in dividends since its A-share listing, with no dividends distributed in the past three years [3]

【热点要闻】 1.据天眼查，12月29日，华为全资持股的东莞极目机器有限公司注册资本发生变更，由38.9亿元增至 46.891亿元，增幅约20.54%，由华为全资认缴。东莞极目成立于2023年6月15日，专注于人形机器人领 域的技术研究与制造，公司法定代表人、董事长李建国是华为列席常务董事、制造部总裁。 【市场复盘】 上周五(12月26日)，科创人工智能ETF华夏(589010)上涨0.66%，全天维持红盘震荡态势，盘中多头情绪 积极。持仓股方面呈现普涨格局，芯原股份领涨超5%，云天励飞-U、寒武纪-U等核心标的联袂大涨超 4%，有效提振了板块人气。流动性方面，全天成交额突破8400万元，显示出资金对人工智能赛道长期 价值的认可，在震荡市场中依旧保持了较高的活跃度。机器人ETF(562500)上涨0.81%，全天走出探底 回升的坚韧走势，日内均线支撑强劲。持仓股方面掀起"涨停风暴"，瑞松科技、步科股份联袂斩获20% 涨停板，昊志机电（300503）飙涨超15%，丰立智能（301368）、云天励飞、禾川科技等个股涨幅均超 4%，板块赚钱效应显著。流动性方面，全天成交额突破15.52亿元，资金交投活跃。 【热门E ...