锋龙股份（002931）(002931.SZ)公告称，优必选暂无在未来12个月内改变上市公司主营业务或者对上 市公司主营业务做出重大调整的明确计划，以及在未来12个月内对上市公司及其子公司的重大资产和业 务进行出售、合并、与他人合资或合作的明确计划，或上市公司拟购买或置换重大资产的明确重组计 划。未来36个月内，优必选不存在通过上市公司重组上市的计划或安排;未来12个月内，优必选不存在 资产重组计划。该次交易完成之后，公司仍以原有业务为主，基本面不会发生重大变化;优必选将努力 优化上市公司管理及资源配置。 ...

人民财讯12月28日电，锋龙股份（002931）12月28日发布股票交易异常波动公告，公司股票交易价格连 续2个交易日收盘价格涨幅偏离值累计超过20%。优必选暂无在未来12个月内改变上市公司主营业务或 者对上市公司主营业务做出重大调整的明确计划，以及在未来12个月内对上市公司及其子公司的重大资 产和业务进行出售、合并、与他人合资或合作的明确计划，或上市公司拟购买或置换重大资产的明确重 组计划。未来36个月内，优必选不存在通过上市公司重组上市的计划或安排；未来12个月内，优必选不 存在资产重组计划。 ...

证券代码：002931 证券简称：锋龙股份 公告编号：2025-095 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。 特别提示： 1、2025 年 12 月 24 日，浙江锋龙电气股份有限公司（以下简称"公司"、 "上市公司"、"锋龙股份"）控股股东浙江诚锋投资有限公司（以下简称"诚锋 投资"）、实际控制人董剑刚及其一致行动人宁波锋驰投资有限公司（以下简称 "锋驰投资"）、厉彩霞与深圳市优必选科技股份有限公司（以下简称"优必选"） 签署了《关于浙江锋龙电气股份有限公司之股份转让协议》。 2、优必选暂无在未来 12 个月内改变上市公司主营业务或者对上市公司主 营业务做出重大调整的明确计划，以及在未来 12 个月内对上市公司及其子公司 的重大资产和业务进行出售、合并、与他人合资或合作的明确计划，或上市公 司拟购买或置换重大资产的明确重组计划。未来 36 个月内，优必选不存在通过 上市公司重组上市的计划或安排；未来 12 个月内，优必选不存在资产重组计划。 3、该次交易完成之后，公司仍以原有业务为主，基本面不会发生重大变 化；优必选将努力优化上市公司管理及资源配置 ...

格隆汇12月28日｜锋龙股份公告称，公司股票2025年12月25日、26日连续2个交易日涨停，累计涨幅偏 离值超20%，属异常波动。2025年12月24日，公司控股股东诚锋投资、实际控制人董剑刚及其一致行动 人与优必选签署股份转让协议，交易完成后公司控制权将变更。但该交易尚需多项程序审批，完成存在 不确定性。优必选暂无短期内改变公司主营业务等明确计划，公司转型升级及业务合作也存在不确定 性。提醒投资者注意交易风险。 ...

Core Insights - The secondary market for embodied intelligent robots is currently more active than the primary market, particularly with Tesla's Optimus as a key focus [1][2] - The primary market is experiencing a mix of enthusiasm and challenges, with many startups entering with capital but facing technological bottlenecks [3][4] Primary Market Summary - Capital enthusiasm remains high, with various "non-consensus" views and a window of opportunity still open for new startups [3] - Major companies are shifting focus from technology development to commercialization, with large orders becoming more common [3] - There is a lack of proven value-based commercial scenarios, although wheeled robots are progressing faster [3] - Leading companies are increasingly pursuing IPOs, indicating a crowded and potentially inflated market [4] Secondary Market Summary - On December 24, 2023, UBTECH announced a significant acquisition of 93.96 million shares of Fenglong Co., amounting to 1.665 billion yuan, gaining control of the company [6] - The acquisition strategy is seen as a new approach for humanoid robot companies, with other companies like Qiteng Robotics also making notable acquisitions [6] - The humanoid robot sector is perceived to have a significant "bubble," as many companies rush to go public or acquire existing firms [6] Tesla Optimus and Industry Chain Summary - Recent articles have detailed the performance of Tesla's Optimus supply chain companies, highlighting new orders and developments [7][8] - Elon Musk's recent updates suggest that the progress of Optimus V3 is exceeding expectations, with more positive developments anticipated [9] - The market for Tesla's supply chain companies is expected to continue to perform well, with a focus on core, high-certainty targets [10] Technological Developments - New technologies such as GaN (gallium nitride) processes and integrated sensors in gloves/clothing are gaining attention and showing promising market performance [11] - Tesla is accelerating the mass production of Optimus, with more positive developments expected in the near future [11]

Group 1 - Kuaishou's live streaming function was attacked by cybercriminals, leading to a significant security incident that requires systemic upgrades across the industry for better prevention measures [1] - The Lijiang Cultural and Tourism Bureau publicly criticized Xiaohongshu for inadequate monitoring and management, resulting in consumer misinformation and damage to local businesses [2] - Wentech plans to assert its rights regarding the control of its subsidiary, Anshi Semiconductor, through a hearing in January 2026, with potential claims reaching up to $8 billion [3] - The Shanghai Stock Exchange issued guidelines for commercial rocket companies, requiring successful orbital launches as a precondition for listing [4] - JD.com faced theft at its warehouse in France, but the reported losses were exaggerated compared to actual figures [5][6] - UBTECH announced a significant acquisition of 43% of Fenglong shares, marking a strategic move in the humanoid robotics sector [7] - NetEase's veteran executive Ding Yingfeng will retire after 23 years, having played a crucial role in the development of several flagship games [8] - Harman International agreed to acquire ZF's ADAS business for €1.5 billion, indicating a strategic entry into the growing ADAS market [9] - The successful first flight of China's first 6-ton tilt-rotor aircraft, Lanying R6000, marks a breakthrough in tilt-rotor technology and opens new opportunities in low-altitude economy [10][11] - TCL Technology plans to acquire 80% of Zhao Yuan Optoelectronics for ¥490 million, entering the LED chip sector [12] - Visionary Technology's IPO was approved, aiming to raise ¥2.015 billion for expanding its Micro OLED production capacity [13] - The global AI hardware market is projected to grow significantly, attracting innovation in various sectors, with a focus on overcoming scene capability challenges [14]

据《福布斯》报道，2025年，AI造就了超过50位新晋亿万富翁，涵盖模型、基础设施和应用各个环 节，其中身价最高的是数据基建创企Surge AI创始人埃德温·陈（Edwin Chen），其净资产达到了180亿 美元；DeepSeek的创始人兼CEO梁文锋上榜，以115亿美元位列第二。在大模型上，美国大模型独角兽 Anthropic 3月估值达615亿美元，这让公司七位联合创始人全部跻身亿万富翁行列。科技巨头押注数据 中心，也让不少AI基建厂商诞生出十几位亿万富翁，如云计算提供商CoreWeave的联合创始人。 点评：AI已成为一个巨大的财富创造引擎，且刷新了财富积累的速度。AI行业财富年轻化趋势明显， 美国AI招聘创企Mercor三位00后联合创始人身家各达22亿美元，刷新马克·扎克伯格的最年轻白手起家 亿万富豪纪录。 OpenAI、Anthropic、xAI 等AI巨头遭作家提起版权诉讼 12月23日，包括两届普利策新闻奖得主约翰•卡雷鲁在内的作家群体提起版权诉讼，指控六家AI巨头使 用其著作盗版副本训练大型语言模型。提交至美国加州北区地方法院的诉状称，Anthropic、谷歌、 OpenAI、Meta、x ...

文/杨剑勇 值得一提的是，中国具身智能机器人迎来爆发式发展阶段。IDC预测，2025年中国具身智能机器人用户支出规模预计超过14亿美元，到2030年将飙升至 770亿美元，年均复合增长率高达94%。 优必选作为炙手可热的人形机器人厂商，其技术突破与商业化进展始终备受市场关注。近日，拟超16亿收购锋龙股份，引起市场强烈反响，锋龙股份随即 收获两连板涨停。 作为一家制造型企业，锋龙股份凭借成熟的供应链体系与精密加工能力，优必选以"协议转让+要约收购"的组合方式收购43%股份，总价16.65亿元。由 此，成功搭上人形机器人产业快车，引发价值重估。 锋龙股份是一家深耕园林机械及发动机、液压控制系统及汽车零部件的制造企业，2025年前三季度营收3.73亿元，同比增长9.47%；净利润为2152万元， 同比增长1715%。盈利大幅上涨，主要原因系园林机械板块和汽车零部件板块收入上涨。 作为一家传统的制造业公司，拥有扎实的精密制造能力、成熟的供应链体系，此次战略收购后，是优必选完善产业链布局、强化核心竞争力的重要举措。 未来，优必选还将依托自身在人形机器人领域的技术优势与商业化经验，结合锋龙股份的制造与供应链能力，深化产业 ...

智通财经记者 | 张艺 人形机器人赛道再掀资本风云。有着"人形机器人第一股"之称的优必选（9880.HK）正计划在A股开辟 新战场，方式是"H吃A"。 12月25日，优必选与锋龙股份（002931.SZ）双双发布公告。优必选将以"协议转让+要约收购"组合的方 式控股锋龙股份，转让每股价格和要约收购价格均为17.72元/股，交易总金额不超过16.62亿元。 受实控人变更消息刺激，新增"人形机器人概念"的锋龙股份复牌后股价收获两个一字涨停，最新收盘价 23.82元/股，最新市值52亿元。不少投资者称，其已具备跨年牛股的潜力。 锋龙股份并非陷入经营困境的"壳公司"，今年业绩大增，为何选择"卖身"？优必选又为何要选择在A股 市场进行资本运作？交易完成后，锋龙股份可能会发生什么变化？截至发稿时，智通财经未能拔通两家 公司证券部电话。 蹊跷的是，就在锋龙股份停牌前一个交易日，公司股价异动拉升，由平盘价附近直封涨停，资金"先知 先觉"迹象明显。 两步走完成控制权转让 此次优必选"入主"锋龙股份分两步走。 第一步为股权转让。优必选与后者控股股东诚锋投资、董剑刚、厉彩霞、锋驰投资（以下合称转让方） 签署《股份转让协议》，约定优 ...

Group 1 - The core point of the news is that UBTECH Robotics plans to acquire approximately 43% of the shares of Fenglong Co., becoming its controlling shareholder through a combination of agreement transfer and tender offer, with a total consideration of about 1.665 billion yuan [1][2] - The acquisition price is set at 17.72 yuan per share, which represents a discount of about 10% compared to Fenglong's stock price before suspension [1] - Following the completion of the transaction, the actual controller of Fenglong will change to UBTECH's founder, Zhou Jian [1] Group 2 - The acquisition will occur in two steps: the first step involves an agreement transfer of 65,529,900 shares (29.99% of total shares) for 1.161 billion yuan, and the second step is a tender offer for 28,450,000 shares (13.02% of total shares) for approximately 504 million yuan [2] - After the completion of both steps, UBTECH's shareholding will increase to 43%, with a total cost of about 1.665 billion yuan, funded by internal resources [2] - An earnings guarantee mechanism is established, where Fenglong's original shareholders commit to a cumulative net profit of no less than 45 million yuan from 2026 to 2028, with cash compensation if the target is not met [2] Group 3 - There is speculation in the market regarding UBTECH's intention to "backdoor list" through Fenglong, but the company has clarified that there are no plans for asset restructuring or backdoor listing in the near term [3] - UBTECH has faced continuous losses, including a projected loss of 1.124 billion yuan in 2024, which poses a barrier to traditional backdoor listing [3] Group 4 - The acquisition is part of UBTECH's strategy to strengthen its industrial chain and respond to market competition, aiming to enhance its core competitiveness [4] - UBTECH has received nearly 1.4 billion yuan in orders this year, with a monthly production capacity of over 300 units for the Walker S2 robot, but faces challenges in supply chain stability [4] - Fenglong's experience in precision manufacturing and existing production capacity can complement UBTECH's capabilities, helping to reduce production costs and accelerate delivery [4] Group 5 - Industry insiders note that Fenglong currently has a high price-to-earnings ratio, but its profitability is expected to be stronger than UBTECH's in the short term [5] - UBTECH is facing intense competition from emerging companies like Zhiyuan and Yuzhu, which are rapidly advancing in the market [5] - UBTECH recently completed its sixth placement after going public, raising a net amount of 3.056 billion Hong Kong dollars, with 75% of the funds earmarked for investments or acquisitions in the industrial chain [5]