当地时间1月6日，被誉为"科技界春晚"的2026年国际消费电子展（CES 2026）在美国拉斯维加斯正式启 幕。作为全球科技产业的风向标，本届展会以"以人为本的AI实际应用"为核心主题，吸引了来自150多 个国家的4500余家企业参展，其中中国企业达207家，展现了强劲的产业竞争力。在这场全球科技盛宴 中，兆威机电旗下专注灵巧手领域的子品牌ZWHAND首次亮相，以"微型传动+灵巧手生态"为核心主 题，在北馆N1.8153展位全球首发20自由度灵巧手新品，向全球市场展现了中国机器人核心部件的技术 突破，成为国产替代浪潮中极具标志性的亮相。 核心展品重磅首发：20自由度灵巧手打破外资垄断格局 本次ZWHAND参展的核心亮点，无疑是全球首发的20自由度灵巧手（ZWHAND B20）。据现场展示信 息，该灵巧手具备20个独立运动自由度，显著高于行业主流的6-15自由度水平，可精准完成复杂动作， 负载能力更是达到5kg，同时依托高性能的触觉传感器，能实现±0.1N的力觉感知阈值，确保精密操作 的准确性。 为直观呈现灵巧手技术性能与产业适配性，ZWHAND展位设置核心互动体验区，直观呈现灵巧手技术 性能与产业适配性。"低 ...

每经AI快讯，1月9日，人形机器人概念快速拉升，昊志机电（300503）涨近10%，锋龙股份（002931） 11连板，天奇股份（002009）、三花智控（002050）、浙江荣泰（603119）、五洲新春（603667）、兆 威机电（003021）、万向钱潮（000559）、步科股份、拓普集团（601689）跟涨。 ...

证券日报网讯 1月8日，兆威机电在互动平台回答投资者提问时表示，智能汽车作为公司重要业务领 域，公司始终以解决客户痛点为目标，为客户提供优质服务。公司也将不断丰富产品线，持续扩充产品 品类。 （文章来源：证券日报） ...

微型传动稀缺标的，细分赛道隐形冠军 1.1 微型传动系统龙头企业， 实控人技术经验深厚 深耕微型传动二十余年，不断拓宽下游市场。公司从 2001 年成立，于 2020 年上市。 公司成立之初主要从事精密 注塑件的生产制造，产品包括精密齿轮与电机零部件，2008 年 公司凭借过硬的产品质量成为德国博世 ADS 安全 部件亚太地区认证供应商。公司为扩宽下 游应用行业，寻找新的业务增长点，又于 2010 年制定了以微型传动系 统为主的发展策略， 以原有的精密注塑件业务为基础，主要产品随之变化，由提供单一零部件转变为提供一体 化 集成产品以及定制化解决方案。目前，公司产品应用领域已拓展至汽车电子、通信设 备、智能手机、医疗和个人 护理、服务机器人、工业自动化、智能家居、AR＆VR 等众多 产业。 1.3 积累优质客户群，根据市场迅速调整产品布局 针对客户需求进行定制化开发，打造高粘性用户。微型传动产品功能强大、客户需求 差异大，公司采用定制化商 业模式，根据客户需求进行微型传动系统的设计开发，并以订 单情况实行"以销定产"模式组织生产。公司凭借研 发设计优势和快速响应能力，精准满 足客户需求，提升用户粘性，深度绑定核 ...

兆威机电所属申万行业为：电力设备-电机Ⅱ-电机Ⅲ。所属概念板块包括：比亚迪概念、减速器、新能 源车、机器人概念、充电桩等。 1月8日，兆威机电盘中上涨2.13%，截至13:33，报125.27元/股，成交5.88亿元，换手率2.30%，总市值 301.54亿元。 资金流向方面，主力资金净流出589.07万元，特大单买入4460.02万元，占比7.58%，卖出2639.51万元， 占比4.49%；大单买入1.40亿元，占比23.72%，卖出1.64亿元，占比27.82%。 兆威机电今年以来股价涨0.88%，近5个交易日跌2.82%，近20日涨15.35%，近60日涨7.37%。 资料显示，深圳市兆威机电股份有限公司位于广东省深圳市宝安区燕罗街道燕川社区燕湖路62号办公楼 101,香港铜锣湾希慎道33号利园1期19楼1910室，成立日期2001年4月19日，上市日期2020年12月4日， 公司主营业务涉及微型传动系统、精密注塑件和精密模具的研发、生产与销售。主营业务收入构成为： 微型传动系统63.25%，精密零件30.44%，精密模具及其他产品6.31%。 截至9月30日，兆威机电股东户数5.10万，较上期减少8 ...

Core Viewpoint - The 2026 International Consumer Electronics Show (CES 2026) will take place from January 6 to 9 in Las Vegas, showcasing numerous A-share listed companies with their latest products in popular sectors such as robotics, smart hardware, and new energy vehicles [6]. Robotics - Ninebot will unveil a new multi-scenario lawn mowing robot, enhancing its product matrix [2]. - Stone Technology is expected to debut its "embodied intelligence black technology" as a representative of smart cleaning robots [7]. - Lingyi Technology will present a comprehensive robotics technology matrix, showcasing core components and application solutions [8]. - Zhaowei Electromechanical will showcase a new generation of dexterous hands with 20 degrees of freedom [9]. - Orbbec will release multiple 3D camera products suitable for humanoid robots, enhancing visual solutions for precise operations [9]. - Ecovacs will introduce a pool cleaning robot and the latest developments in embodied intelligence [9]. - Lens Technology will debut a highly dexterous bionic hand and head assembly, integrating self-developed reducers for improved performance [10]. - Megvii will collaborate with Yimai Intelligent to launch two new micro AI robot products [11]. Smart Glasses - Tianjian Co. will present its latest AI and AR glasses at CES 2026, focusing on AI glasses, AI headphones, and smart speakers [12]. - XGIMI Technology will globally launch its new AI glasses brand "MemoMind" [13]. - GoerTek will showcase multiple innovative MR/AR/smart glasses, enhancing the "AI + smart interaction" experience [13]. - Guangfeng Technology will present three LCoS AR optical products: Wax Girl G1, Dragonfly G1 mini, and Rainbow C1 [14]. Storage Solutions - Baiwei Storage will highlight consumer-grade storage solutions, including a Mini SSD that rivals flagship PCIe Gen4 SSDs, supporting Meta's AI/AR glasses [15]. - Jiangbolong will enhance its consumer market brand with a collaboration featuring a special edition storage product linked to the Argentina national football team [15]. - Rockchip will showcase audio and machine vision products, with its RK3588 chip being widely applied in various robotic forms [15]. Automotive Innovations - Great Wall Motors will return to CES with its full product line and core technology matrix, focusing on new energy and AI vehicles [17]. Display Technologies - TCL Technology will unveil its "machine king" series of televisions and the world's first printed OLED vehicle display solution [5]. - Hisense will launch a new generation of RGB-Mini LED display technology [5]. - BOE will showcase over 60 cutting-edge display technologies and IoT solutions, including the global debut of the "HERO 2.0 smart cockpit" [19].

Market Overview - The electric motor sector experienced a decline of 0.39% compared to the previous trading day, with Sanxie Electric leading the drop [1] - The Shanghai Composite Index closed at 4085.77, up 0.05%, while the Shenzhen Component Index closed at 14030.56, up 0.06% [1] Stock Performance - Notable gainers in the electric motor sector included: - Huari Co., Ltd. (300626) with a closing price of 15.50, up 7.94% and a trading volume of 240,600 shares, totaling 364 million yuan [1] - Xingdesheng (603344) closed at 37.58, up 3.19% with a trading volume of 72,600 shares, totaling 269 million yuan [1] - Xiangdian Co., Ltd. (600416) closed at 16.46, up 2.75% with a trading volume of 782,600 shares, totaling 126.9 million yuan [1] - Conversely, significant decliners included: - Sanxie Electric (920100) closed at 70.00, down 3.96% with a trading volume of 26,100 shares, totaling 186 million yuan [2] - Yifan Transmission (301023) closed at 41.46, down 3.24% with a trading volume of 27,600 shares, totaling 116 million yuan [2] - Bafang Co., Ltd. (603489) closed at 29.65, down 2.76% with a trading volume of 31,600 shares, totaling 94.56 million yuan [2] Capital Flow - The electric motor sector saw a net outflow of 877 million yuan from institutional investors, while retail investors contributed a net inflow of 882 million yuan [2] - Detailed capital flow for selected stocks showed: - Xiangdian Co., Ltd. (600416) had a net inflow of 99.93 million yuan from institutional investors, but a net outflow of 52.35 million yuan from retail investors [3] - Xingdesheng (603344) experienced a net inflow of 35.82 million yuan from institutional investors, with a net outflow of 42.20 million yuan from retail investors [3] - Huari Co., Ltd. (300626) had a net inflow of 31.79 million yuan from institutional investors, but a net outflow of 67.95 million yuan from retail investors [3]

内容概况：我国的步进电机在二十世纪七十年代初开始起步，七十年代中期至八十年代中期为成品发展 阶段，新品种和高性能电机不断开发，为行业奠定了坚实基础。在永磁材料、半导体技术及计算机技术 持续进步的推动下，步进电机如今已在众多领域中实现广泛应用。作为全球最重要的工业制造基地之 一，中国拥有庞大且增长迅速的步进电机市场。近年来，伴随中国制造业的转型升级，市场对步进电机 的需求持续增加，同时国内消费者对产品品质与性能的要求也日益提升。在此背景下，中国政府通过制 定科技创新规划和技术标准化规范等一系列政策措施，积极支持并引导行业技术进步与健康发展。数据 显示，中国步进电机行业市场规模已从2016年的17.39亿元稳步增长至2024年的38.9亿元，年复合增长率 达到10.59%。展望未来，步进电机市场空间广阔，预计产业规模将进一步扩大，2025年市场规模有望 达到41.24亿元。 上市企业：江苏雷利（300660）、鼎智科技（920593）、鸣志电器（603728）、兆威机电（003021）、 三协电机（920100）、雷赛智能（002979）、宝钢股份（600019）、首钢股份（000959）、鞍钢股份 （00089 ...

本周，机器人板块热度再起，五洲新春录得三连板，三花智控、浙江荣泰、北特科技、长盈精密等个股表现亮眼。 与此同时，近期又有机器人产业链的公司冲击A+H双重上市。 格隆汇获悉，深圳市兆威机电股份有限公司（简称"兆威机电"）于2025年12月19日向港交所递交了招股书，由招商证 券国际、德意志银行担任保荐人。这也是公司自6月18日首次递表失效后的第二次递表。 兆威机电于2020年12月在深交所上市，证券代码003021.SZ，截至12月31日收盘，公司股价为124.18元/股，市值298.9 亿元。 除兆威机电外，近期还有景旺电子、益方生物、米奥会展、四方精创、伯特利、聚和材料、龙迅股份、泽璟制药等多 家A股公司递表港交所，A+H双重上市的公司列表见文末。 01 随着特斯拉Optimus的推进，人形机器人行业量产能见度越来越高。 50岁的谢燕玲目前在公司担任副董事长兼执行董事。谢燕玲于1998年6月毕业于桂林航天工业学院，获得计算机应用 专业大专学历，并于2021年9月毕业于长江商学院，获得高级工商管理硕士学位。 兆威机电专注于设计、制造微型传动与驱动系统产品以及这些系统的配套部件。 微型传动与驱动系统是向客户提供 ...

Group 1 - Fenglong Co., Ltd. (002931) is located in Shaoxing, Zhejiang, specializing in precision manufacturing with core businesses in garden machinery, automotive parts, and hydraulic systems. The company has accumulated full-chain production capabilities and multiple patented technologies. By the end of 2025, humanoid robot leader UBTECH will complete its acquisition of a controlling stake in Fenglong, making it UBTECH's first subsidiary listed in A-shares. This acquisition represents a deep industrial synergy, as UBTECH needs mature manufacturing capabilities to support mass production, which Fenglong can provide for core components like joints and transmission systems [1][1][1] - Haoshi Electromechanical (300503) is headquartered in Guangzhou, Guangdong, and is a key player in the core components of humanoid robots, focusing on the research and development of frameless torque motors, harmonic reducers, and six-dimensional torque sensors. The company is a core supplier for Yuzhu Technology, with its components applied in the joint drive systems of quadruped and humanoid robots. Additionally, it has partnered with UBTECH to establish an innovation center for humanoid robots, tackling core technologies like six-dimensional sensors [2][2][2] - Tianqi Co., Ltd. (002009) is based in Wuxi, Jiangsu, and focuses on humanoid robot research in the industrial manufacturing sector, avoiding the C-end household scene. The company has established a joint venture with UBTECH to share core technologies and has built the first automotive working condition robot training base in Wuxi. It has signed long-term agreements with multiple automotive manufacturers, becoming a practical player in the commercialization of humanoid robots [3][3][3] Group 2 - Wuzhou Xinchun (603667) is a leading company in China that has achieved mass production of planetary roller screws, which are critical for the joint transmission of humanoid robots. The company has become an indirect first-level supplier to Tesla's Optimus through Hangzhou Xinjian Transmission, and its products meet international standards. It has also successfully entered the supply chains of major domestic clients like Huawei and ByteDance [4][4][4] - Zhejiang Rongtai (603119) is based in Jiaxing, Zhejiang, originally a leader in new energy vehicle insulation materials and a core supplier to Tesla. Starting in 2025, the company will enhance its humanoid robot business through acquisitions, including the acquisition of Diz Precision, which specializes in ball screws and electric cylinders, core components for humanoid robot joints [5][5][5] - Zhaowei Electromechanical (003021) is headquartered in Shenzhen, Guangdong, and specializes in micro transmission and drive systems, achieving technological breakthroughs in humanoid robot dexterous hands. The company has deeply penetrated the supply chains of leading humanoid robot companies like Tesla and Figure, supplying key components such as dexterous hand modules and micro hollow cup motors [6][6][6] Group 3 - Wolong Electric Drive (600580) is a leading company in the domestic motor sector, with a strong layout in humanoid robot joint power systems. It is the exclusive supplier of frameless torque motors for UBTECH's Walker S2 humanoid robot, which is a core power component for joint operation [7][7][7] - Orbbec (688322) is a domestic leader in the 3D vision field, providing critical visual perception capabilities for robots. The latest dual-camera 3D module it developed is used in UBTECH's Walker S2 humanoid robot, aiding in precise sorting operations in industrial scenarios [8][8][8] - Shangwei New Materials (688585) is based in Shanghai and specializes in high-performance materials. It is the exclusive supplier of adhesives for UBTECH's Walker S2 humanoid robot, providing carbon fiber joint adhesives and lightweight structural materials essential for the robot's stability and lifespan [9][9][9] Group 4 - Mingzhi Electric (603728) focuses on precision motors and motion control, being the only manufacturer globally to achieve mass production of slotless hollow cup motors. These motors are suitable for humanoid robot dexterous hands and finger joints, having been validated by Tesla's Optimus Gen2 [10][10][10] - Zhucheng Technology (301280) specializes in precision connector research and has established a significant presence in the robot industry chain. It is the exclusive supplier of connectors for UBTECH's entire series of humanoid robots, ensuring stable control and signal transmission [11][11][11] - Far East Co., Ltd. (600869) is based in Wuxi, Jiangsu, and provides key supporting components for humanoid robots, including robot cables and batteries. Its cables have been adapted for various joint movements in humanoid robots, and its cylindrical battery packs have been successfully integrated into industrial quadruped robots [12][12][12]