Group 1 - The company has launched humanoid robot products, achieving full-stack self-research from key components to complete systems in collaboration with Harbin Institute of Technology [2][3] - The humanoid robot prototype has been tested in various scenarios, showcasing its capabilities in walking and performing tasks such as placing and transporting items [2][3] - The strategic partnership with Harbin Institute of Technology aims to advance the industrialization of key technologies and prototypes in humanoid robotics [2][3] Group 2 - The company's main business remains stable with a robust order backlog, reaching a historical high of 6.322 billion yuan by the end of 2024 [3][17] - In the first three quarters of 2025, the company reported revenue of 2.142 billion yuan, a year-on-year decrease of 1.04%, and a net profit attributable to shareholders of 426 million yuan, down 6.71% year-on-year [3][17] - The company is expanding its business model from single equipment sales to industrial services, significantly increasing the value per customer [3][17]

Market Overview - US stock indices closed slightly lower, with the Nasdaq down 0.24%, Dow Jones down 0.2%, and S&P 500 down 0.14% [5] - Major tech stocks showed mixed performance, with Intel and Meta rising over 1%, while Tesla fell over 1% [5] - The Nasdaq Golden Dragon China Index decreased by 0.26%, with mixed results among Chinese concept stocks [5] Economic Data - The Federal Reserve's December meeting minutes indicated that most participants supported a rate cut, while some believed it was not appropriate [5] - Concerns remain regarding the labor market and inflation risks, with a general consensus on the need for careful decision-making [5] Commodity Prices - International oil prices declined, with WTI crude oil down 0.24% at $57.94 per barrel and Brent crude down 0.31% at $61.30 per barrel [6] - Precious metals rebounded, with spot gold up 0.39% at $4348.89 per ounce and silver significantly rising by 6.02% [6] Corporate Developments - Tesla announced the production of its 9 millionth electric vehicle at its Shanghai Gigafactory, reinforcing its leadership in the electric vehicle sector [17] - Zijin Mining International expects a significant increase in net profit for 2025, projecting a year-on-year growth of 212% to 233% [22] - Fat Dong Lai Group reported a sales figure of approximately 23.4 billion yuan for 2025, indicating steady growth in the retail sector [18] Regulatory Changes - The Chinese government announced a new VAT implementation regulation effective January 1, 2026, which includes tax exemptions for individuals selling homes after two years [8] - The Ministry of Commerce and other departments released guidelines for a vehicle trade-in subsidy program for 2026, offering up to 20,000 yuan for qualifying purchases [11] Technological Advancements - The Ministry of Industry and Information Technology published a digital transformation plan for the automotive industry, promoting the application of industrial internet and 5G technologies [12] - Harbin Institute of Technology and Boshi Co. achieved significant progress in humanoid robotics, marking advancements in core technology development [27]

Investment Rating - The report maintains a "Recommended" investment rating for the company [3]. Core Insights - The company has released a video showcasing the testing of humanoid robots developed in collaboration with Harbin Institute of Technology, highlighting significant advancements in key components and full-stack self-research capabilities [6]. - The company is recognized as a hidden champion in the field of intelligent equipment for solid material handling, primarily serving the petrochemical industry, with a record high order backlog of 6.322 billion yuan, which is expected to support revenue for the next two years [6]. - The projected net profit for the company from 2025 to 2027 is estimated to be 572 million yuan, 645 million yuan, and 720 million yuan, respectively, with corresponding price-to-earnings (PE) ratios of 29, 26, and 23 [6]. Financial Forecast Summary - **Revenue Forecast**: - 2024: 2,863 million yuan - 2025: 2,850 million yuan - 2026: 3,100 million yuan - 2027: 3,500 million yuan - **Net Profit Forecast**: - 2024: 524 million yuan - 2025: 572 million yuan - 2026: 645 million yuan - 2027: 720 million yuan - **Gross Margin**: - 2024: 33.39% - 2025: 35.68% - 2026: 35.87% - 2027: 35.51% [2][7]. Key Financial Ratios - **Earnings Per Share (EPS)**: - 2024: 0.51 yuan - 2025: 0.56 yuan - 2026: 0.63 yuan - 2027: 0.70 yuan - **Price-to-Earnings (PE) Ratio**: - 2024: 31.76 - 2025: 29.10 - 2026: 25.80 - 2027: 23.13 [2][7].

（文章来源：每日经济新闻） 每经AI快讯，据哈尔滨工业大学官微29日消息，近日，哈工大机电工程学院付宜利教授、倪风雷教授 团队联合校友企业博实股份，在人形机器人的双形态人形机器人整机、多型号关节模组、双版本灵巧手 及智能控制算法等方面取得了阶段性成果，标志着团队在人形机器人领域实现了从关键部组件到整机系 统的全栈自研与核心技术积累。其中，在人形机器人整机方面，研发团队形成了双足与轮式两款差异化 架构的人形机器人平台；在核心关节模组方面，团队自研集成扭矩传感器的摆线旋转关节与纯滚动准直 驱的摆线旋转关节，实现了机械臂关节在仅5kg自重下具备5kg的负载能力，以及腿部关节最大扭矩达 400Nm；在灵巧手方面，团队研制了两种灵巧手方案：一款为具有20关节、15主动自由度的高性能灵巧 手，另一款为具有11关节、7主动自由度的欠驱动轻量化灵巧手。 ...

博实股份(002698.SZ)午间收跌4.43%，报16.19元，总市值165.6亿元。消息上，博实股份发布股份减持公告，股东蔡志宏拟减持公司股份不超过3000万股， 减持比例不超过公司总股本的2.93%。此外据悉，该公司近三年累计发布减持计划公告2次。需要注意的是，公告中披露拟减持股份数量不代表最终实际减 持股份数。 ...

以博实股份昨日收报16.94元测算，本次拟减持套现金额约合5.08亿元。 中国经济网北京12月26日讯 博实股份(002698.SZ)昨晚披露关于股东减持公司股份的预披露公告，公司 于2025年12月25日收到股东蔡志宏告知函，蔡志宏为公司控股股东、实际控制人之一蔡鹤皋之子，持有 公司股份50,677,029股（约占公司总股本的4.96%），计划以大宗交易及集中竞价交易的方式减持公司 股份不超过30,000,000股（不超过公司总股本的2.9338%）；实施期间为自次减持计划公告披露之日起 15个交易日后的三个月内（即2026年1月21日至2026年4月20日）。 本次减持原因系个人资金需求，减持股份来源于2020年9月之前通过大宗交易方式受让（含公司分派、 转增的股份）及2020年9月继承母亲王永洁持有公司股份。本次计划减持股份数量不超过30,000,000股 （不超过公司总股本的2.9338%），其中以集中竞价方式减持公司股份不超过10,200,000股（不超过公 司总股本的0.9975%），以大宗交易方式减持公司股份不超过19,800,000股（不超过公司总股本的 1.9363%）。如计划减持期间公司实 ...

Group 1 - 德方纳米 plans annual equipment maintenance to ensure efficient and stable operation, starting January 1, 2026, for one month, with no significant impact on 2026 performance [1] - 达意隆's subsidiary Tianjin Baolong faces a significant decline in OEM orders due to strategic adjustments from core customers, leading to plans to shut down production lines [2] - 天威视讯's subsidiary plans to transfer project assets for 604.3 million yuan to a related party, constituting a related transaction [3] Group 2 - 金龙羽 intends to sign a strategic cooperation framework agreement with an investment institution to establish an industrial merger fund with a planned scale of 1.5 billion yuan [4] - 紫光国微's subsidiary plans to establish a new company with multiple partners, including a subsidiary of CATL, with a registered capital of 300 million yuan [5] - 信隆健康's major shareholder plans to reduce its stake by up to 1% through trading [6] Group 3 - 龙建股份 wins a 612 million yuan EPC contract for a project, which represents approximately 3.27% of the company's audited revenue for 2024 [7] - 复旦张江 receives acceptance for a clinical trial application for a drug aimed at visualizing malignant lesions in lung cancer patients [9] - 博实股份's major shareholder plans to reduce its stake by up to 2.93% [10] Group 4 - 百纳千成 plans to acquire 100% of Zhonglian Century's shares to expand its marketing business and digital advertising solutions [11] - 天铁科技's major shareholder is under criminal detention, but the investigation is unrelated to the company's operations [12] - 海看股份's shareholder plans to reduce its stake by up to 3.6% [13] Group 5 - 智光电气's subsidiary signs a procurement contract worth 148 million yuan for a high-voltage energy storage system [14] - 西藏矿业's attempt to transfer 100% of a subsidiary's equity has not attracted qualified buyers, leading to automatic withdrawal from the trading platform [15] - 英诺激光's major shareholder plans to reduce its stake by up to 3% [16] Group 6 - 福鞍股份's major shareholder plans to reduce its stake by up to 3% [17] - 白云山 receives a drug registration certificate for a rabies vaccine [18] - 华电科工 signs a contract worth approximately 265 million yuan for a power plant project [19] Group 7 - 康弘药业 receives a drug registration certificate for a medication used to treat schizophrenia [20] - 西菱动力's actual controller plans to reduce their stake by 2% [21] - 海希通讯's actual controller plans to reduce their stake by 0.48% [22] Group 8 - 海南机场 plans to transfer 90% of a subsidiary's equity for approximately 500 million yuan, expecting a profit of about 200 million yuan from the transaction [23] - 森远股份 signs a contract for a computing cluster integration project worth 26.78 million yuan [24] - 丽珠集团's subsidiary receives acceptance for a drug registration application for a new treatment for psoriasis [25] Group 9 - 郑州银行 plans to acquire a village bank and convert it into a branch [26] - 方正证券 announces a cash dividend distribution plan for the third quarter of 2025 [27] - 金陵体育 announces a cash dividend distribution plan for the first three quarters of 2025 [29] Group 10 - 紫金银行 announces a mid-term profit distribution plan for 2025 [30] - *ST建艺's major shareholder waives 1.4 billion yuan in debt and donates 400 million yuan to support the company [31] - 万朗磁塑's major shareholder plans to reduce their stake by up to 3% [32] Group 11 - 艾力斯's core product is included in a list of potential breakthrough therapies for lung cancer [33] - 富创精密's shareholder plans to transfer 918.63 million shares [34] - 东阳光's subsidiary plans to increase capital and introduce investors [35] Group 12 - 侨银股份 plans to acquire a 16.67% partnership in a venture capital fund [36] - 尤夫股份 receives a government subsidy of 4.04 million yuan for a technical improvement project [37] - 倍轻松 and its actual controller are under investigation for information disclosure violations [38] Group 13 - 万润新能 plans to reduce production on some lines for maintenance, expecting a reduction of 5,000 to 20,000 tons in lithium iron phosphate output [39]

博实股份（002698）(002698.SZ)发布公告，蔡志宏先生为公司控股股东、实际控制人之一蔡鹤皋先生 之子，计划以大宗交易及集中竞价交易的方式减持公司股份不超过3000万股(不超过公司总股本的 2.9338%)。 ...

智通财经APP讯，博实股份(002698.SZ)发布公告，蔡志宏先生为公司控股股东、实际控制人之一蔡鹤皋 先生之子，计划以大宗交易及集中竞价交易的方式减持公司股份不超过3000万股(不超过公司总股本的 2.9338%)。 ...

| | | 12.25上市公司盘后减持情况 | | --- | --- | --- | | 1 | 万朗磁塑 | 控股股东时乾中拟减持不超3.00%股份 | | 2 | 信隆健康 | 股东利田发展拟减持不超1%股份 | | 3 | 博实股份 | 股东蔡志宏拟减持不超过3000万股股份 | | র্ব | 英诺激光 | 股东红粹投资拟减持不超3%股份 | | 5 | 福鞍股份 | 控股股东福鞍控股拟减持不超3%股份 | | 6 | 生益电子 | 股东东莞科创投资集团减持831.82万股 减持计划已实施完毕 | | 7 | 西泰动力 | 实际控制人喻英莲拟减持不超2.00%股份 | | 8 | 超薄股份 | 控股股东于本次股票交易股票波动期间减持了部分公司股份 | | ਰੇ | 海着股份 | 股东朴华惠新拟减持不超3.60%股份 | | 10 | 易点大下 | 公司控股股东、实际控制人之一致行动人减持计划实施完成 | | 11 | 新铝时代 | 股东国同红马及一致行动人拟分别减持不超2.49%股份 | | 12 | 合兴包装 | 控股股东新疆兴汇聚在股票异常波动期间减持153.05万股 | | 13 | 生益科技 ...