Core Viewpoint - The company, Shengshi Technology, positions itself as a leading enterprise in the smart port sector, leveraging the port scenario to create significant opportunities for the application of robotics [1] Group 1: Company Developments - Shengshi Technology has established its own robotics product line, which includes indoor/outdoor inspection robots, collaborative robots, under-vehicle inspection robots, temperature measurement robots, and collaborative transport robots [1] - Several of these robotic products have already been successfully implemented in port scenarios, demonstrating the company's capability in this field [1] Group 2: Investment in Technology - The company is increasing its investment in humanoid robots, integrating core capabilities of humanoid robots with its multi-modal large model technology to enhance the deployment of humanoid robots in port scenarios [1]

Core Viewpoint - The company, Shengshi Technology, emphasizes its leading position in the smart port sector, which provides significant opportunities for the application of robotics in port scenarios [2]. Group 1: Company Advantages - The company has established its own product line of robots, including indoor/outdoor inspection robots, collaborative robots, under-vehicle inspection robots, temperature measurement robots, and collaborative transport robots, with multiple models successfully implemented in port applications [2]. - The company is increasing its investment in humanoid robots, integrating core capabilities of humanoid robots with its multimodal large model technology to promote the deployment of humanoid robots in port scenarios [2].

Investment Rating - The industry investment rating is "Outperform the Market" which indicates an expected performance that exceeds the market by more than 5% over the next six months [23] Core Insights - The CES 2026 event highlighted the continuous enhancement of global AI computing power platforms, with significant advancements from major chip manufacturers like NVIDIA and AMD [3][5] - NVIDIA's Rubin platform has achieved full-scale production, while AMD introduced its Helios platform, showcasing the ongoing improvements in AI computing infrastructure that are expected to drive the global AI industry forward [6][19] - The report emphasizes the synergy between the enhancement of AI computing infrastructure and the iterative upgrades of global large models, which will foster sustained growth in the AI sector [3][19] Summary by Sections Industry News and Commentary - CES 2026 concluded on January 9, 2026, showcasing advancements in AI computing chips from companies like NVIDIA and AMD [3][6] - NVIDIA's Rubin platform is designed for building advanced AI supercomputers and is now in full production, with products expected to be available in the second half of 2026 [7] - AMD's Helios platform aims to provide significant computational power for large parameter model training, enhancing bandwidth and energy efficiency [8] Weekly Market Review - The computer industry index rose by 8.49% this week, outperforming the CSI 300 index by 5.70 percentage points [12] - As of the last trading day, the overall P/E ratio for the computer industry was 58.8 times, with 325 out of 359 A-share component stocks experiencing price increases [16] Investment Recommendations - The report suggests a strong focus on AI-related investment opportunities, particularly in AI computing and algorithms [19] - Recommended stocks in AI computing include Haiguang Information, Longxin Zhongke, and Inspur Information, while strong recommendations in AI algorithms include Hengsheng Electronics and Zhongke Chuangda [19]

（编辑 姚尧） 证券日报网讯 1月9日，盛视科技在互动平台回答投资者提问时表示，公司收购Nao机器人资产后，在法 国巴黎设立了全资子公司，承接了Nao机器人资产和Nao机器人原核心团队。该团队在人形机器人领域 深耕近二十年，有着非常丰富的前沿性的创意和想法，公司将充分利用Nao等系列人形机器人的技术基 础、品牌和市场影响力，以及团队的创意优势，与公司场景落地优势形成有效协同，实现"1+1＞2"，一 方面加速公司在人形机器人的技术研发进程，推出更多满足市场需求的新款产品，提供从"幼儿-青少 年-中老年"全生命周期的机器人服务业务，另一方面快速打开欧美市场，拓展全球市场。目前相关工作 正在快速推进中。 ...

盛视科技股份有限公司 关于控股股东部分股份解除质押的公告 证券代码：002990 证券简称：盛视科技 公告编号：2026-003 | 股东 名称 | 是否为控 股股东或 第一大股 | 本次解除 质押股份 | 占其所 持股份 | 占公司 总股本 | 质押起始日 | 解除日期 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 东及其一 | 数量（股） | 比例 | 比例 | | | | | | 致行动人 | | | | | | | | | | 800,000 | 0.50% | 0.31% | 2023-7-31 | | | | 瞿磊 | 是 | | | | | 2026-1-7 | 招商证券股 份有限公司 | | | | 1,900,000 | 1.19% | 0.73% | 2024-2-5 | | | 一、本次解除质押基本情况 二、股东股份累计质押基本情况 截至本公告披露日，上述股东及其一致行动人所持质押股份情况如下： | | | | | | | 已质押股份情况 | | 未质押股份情况 | | | --- | --- | --- | ...

每经AI快讯，盛视科技1月8日晚间发布公告称，盛视科技股份有限公司近日接到控股股东瞿磊先生的 通知，获悉瞿磊先生所持有本公司的部分股份解除质押，相关手续已在中国证券登记结算有限责任公司 办理完成，本次解除质押股份数量为270万股。截至本公告日，瞿磊累计质押股数为154万股，占其所持 股份比例为0.96%。 每经头条（nbdtoutiao）——培训5天就考证！滑雪教练速成班乱象调查：零基础也可报名，学时还 能"注水" （记者 曾健辉） ...

每经AI快讯，盛视科技1月6日晚间发布公告称，截至本公告日，瞿磊累计质押股数为424万股，占其所 持股份比例为2.65%。 （记者 王瀚黎） 每经头条（nbdtoutiao）——原指导价34.99万的宝马裸车价22.5万元，多家车企还补贴购置税！2026开 年车市火爆，销售从早到晚忙到没空吃饭 ...

证券代码：002990 证券简称：盛视科技 公告编号：2026-002 盛视科技股份有限公司 关于控股股东部分股份解除质押的公告 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。 盛视科技股份有限公司（以下简称"公司"）近日接到控股股东瞿磊先生的 通知，获悉瞿磊先生所持有本公司的部分股份解除质押，相关手续已在中国证券 登记结算有限责任公司办理完成，具体事项如下： 注：上表中瞿磊先生的"未质押股份限售数量"均为高管锁定股。 三、其他情况说明 截至目前，公司控股股东所质押的股份不存在平仓风险，不会导致公司实际 控制权发生变更，亦不会对公司生产经营、公司治理产生不利影响，不存在损害 公司及全体股东利益的情形。公司将持续关注相关质押及质押风险情况，严格遵 守相关规定，及时履行信息披露义务。 四、备查文件 | | 是否为控 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 股股东或 | 本次解除 | 占其所 | 占公司 | | | | | 名称 | 第一大股 | 质押股份 | 持股 ...

盛视科技所属申万行业为：计算机-计算机设备-其他计算机设备。所属概念板块包括：AI多模态、 AIGC概念、华为昇腾、数字经济、国产软件等。 截至9月30日，盛视科技股东户数2.24万，较上期减少8.97%；人均流通股5987股，较上期增加9.86%。 2025年1月-9月，盛视科技实现营业收入9.53亿元，同比增长4.47%；归母净利润6130.63万元，同比减少 44.29%。 1月6日，盛视科技盘中上涨2.01%，截至11:27，报29.95元/股，成交1.03亿元，换手率2.59%，总市值 78.42亿元。 资金流向方面，主力资金净流出81.02万元，特大单买入109.74万元，占比1.07%，卖出117.99万元，占 比1.15%；大单买入1529.91万元，占比14.90%，卖出1602.68万元，占比15.61%。 盛视科技今年以来股价涨5.79%，近5个交易日涨7.73%，近20日涨4.68%，近60日涨7.81%。 资料显示，盛视科技股份有限公司位于广东省深圳市南山区高新北四道11号(原齐民道1号)盛视大厦， 成立日期1997年1月16日，上市日期2020年5月25日，公司主营业务涉及公司是一 ...

Core Viewpoint - Shengshi Technology announced the granting of a patent for its invention related to "storage boxes, delivery devices, and delivery methods," which enhances logistics efficiency and is applicable in various scenarios [1] Group 1: Patent Announcement - The company received a patent notification from the National Intellectual Property Administration for its invention with patent number 202211674948.6 [1] - The invention optimizes the storage and protection structure of storage boxes, enabling efficient sorting, transshipment, and delivery of goods [1] Group 2: Application Scenarios - The patented technology can be applied in logistics warehousing, community delivery, and port cargo transshipment [1]