SHENZHEN ZHAOWEI MACHINERY & ELECTRONICS CO.(003021)
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“科技春晚”CES 2026来了!A股参会公司有哪些?
天天基金网· 2026-01-07 10:07
= 天天县 | 链接您与财富 市场有风险, 投资需谨慎 广告 技量晚"CES 2026来了 A股参会公司有哪些? 1月6日—9日,2026年国际消费电子展(CES 2026)在美国拉斯维加 斯举办。多家A股上市公司携最新产品亮相,涵盖机器人、智能硬件、 新能源汽车等热门赛道。 机器人 | 公司名称 | 发布或亮相的主要产品/技术 | 武可直(不可) | | --- | --- | --- | | 九号公司-WD | 发布覆盖多元场景的割草机器人新品 | 401 | | 石头科技 | 作为智能清洁机器人代表,或将首发"具身智能黑科技" | 411 | | 领益智造 | 携全栈机器人技术矩阵亮相 | 1181 | | 兆威机电 | 展示新一 代灵巧手,具备20个自由度 | 295 | | 奥比中光-UV | 发布适配人形机器人的多款3D相机新品 | 374 | | 科沃斯 | 首次推出泳池机器人及具身智能领域最新研发成果 | 469 | | 蓝思科技 | 首秀高自由度仿生灵巧手与头部总成 | 1797 | | 美格智能 | 携手意迈智能发布两款全新微小型AI机器人产品 | 118 | ATHR角 | 公司名称 | ...
电机板块1月7日跌0.39%,三协电机领跌,主力资金净流出8.77亿元
Zheng Xing Xing Ye Ri Bao· 2026-01-07 08:58
证券之星消息,1月7日电机板块较上一交易日下跌0.39%,三协电机领跌。当日上证指数报收于 4085.77,上涨0.05%。深证成指报收于14030.56,上涨0.06%。电机板块个股涨跌见下表: 从资金流向上来看,当日电机板块主力资金净流出8.77亿元,游资资金净流出575.14万元,散户资金净流 入8.82亿元。电机板块个股资金流向见下表: | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300626 | 华瑞股份 | 15.50 | 7.94% | 24.06万 | 3.64亿 | | 603344 | 星德胜 | 37.58 | 3.19% | 7.26万 | 2.69亿 | | 600416 | 湘电股份 | 16.46 | 2.75% | 78.26万 | 12.69 ZI | | 000922 | 佳电股份 | 66'ET | 1.97% | - 15.47万 | 2.17亿 | | 003021 | 兆威机电 | 122.66 | 0.48% | 8.38万 | 10.41亿 | ...
趋势研判!2025年中国步进电机行业发展历程、产业链、市场规模、竞争格局及未来趋势:国产替代加速与需求扩张,促进步进电机竞争力稳步提升[图]
Chan Ye Xin Xi Wang· 2026-01-07 01:12
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 ...
兆威机电冲击港股IPO,专注于微型传动与驱动系统领域,应收账款压力较大
Ge Long Hui· 2026-01-03 04:05
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 ...
中外巨头决战2026!人形机器人核心部件国产化提速,中国产业链领跑全球万亿赛道
Xin Lang Cai Jing· 2025-12-30 11:04
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]
兆威机电涨2.02%,成交额9.00亿元,主力资金净流出4217.53万元
Xin Lang Cai Jing· 2025-12-30 05:33
12月30日,兆威机电盘中上涨2.02%,截至13:13,报124.34元/股,成交9.00亿元,换手率3.58%,总市 值299.30亿元。 截至9月30日,兆威机电股东户数5.10万,较上期减少8.28%;人均流通股4066股,较上期增加9.63%。 2025年1月-9月,兆威机电实现营业收入12.55亿元,同比增长18.70%;归母净利润1.81亿元,同比增长 13.86%。 分红方面,兆威机电A股上市后累计派现3.33亿元。近三年,累计派现1.92亿元。 机构持仓方面,截止2025年9月30日,兆威机电十大流通股东中,香港中央结算有限公司位居第五大流 通股东,持股344.55万股,相比上期增加162.49万股。易方达国证机器人产业ETF(159530)位居第六 大流通股东,持股277.50万股,为新进股东。鹏华碳中和主题混合A(016530)位居第七大流通股东, 持股139.27万股,相比上期减少54.14万股。南方中证1000ETF(512100)位居第八大流通股东,持股 88.61万股,相比上期减少1.84万股。华商润丰混合A(003598)位居第九大流通股东,持股87.19万股, 相比上期增加1 ...
兆威机电股价涨1%,平安基金旗下1只基金重仓,持有52.87万股浮盈赚取64.5万元
Xin Lang Cai Jing· 2025-12-30 05:11
12月30日,兆威机电涨1%,截至发稿,报123.10元/股,成交7.46亿元,换手率2.98%,总市值296.31亿 元。 从基金十大重仓股角度 数据显示,平安基金旗下1只基金重仓兆威机电。平安先进制造主题股票发起A(019457)三季度减持 3900股,持有股数52.87万股,占基金净值比例为3.05%,位居第十大重仓股。根据测算,今日浮盈赚取 约64.5万元。 平安先进制造主题股票发起A(019457)成立日期2023年10月24日,最新规模10.27亿。今年以来收益 75.84%,同类排名154/4195;近一年收益66.91%,同类排名180/4179;成立以来收益85.95%。 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,任何在本文出现的信息(包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成个人投资建 议。 责任编辑:小浪快报 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 ...
电机板块12月29日涨0.77%,兆威机电领涨,主力资金净流出2.78亿元
Zheng Xing Xing Ye Ri Bao· 2025-12-29 09:06
Market Overview - The electric motor sector increased by 0.77% compared to the previous trading day, with Zhao Wei Electric leading the gains [1] - The Shanghai Composite Index closed at 3965.28, up 0.04%, while the Shenzhen Component Index closed at 13537.1, down 0.49% [1] Top Performers - Zhao Wei Electric (003021) closed at 121.88, up 4.60% with a trading volume of 119,900 shares and a transaction value of 1.451 billion [1] - Yifan Transmission (301023) closed at 41.93, up 3.68% with a trading volume of 43,100 shares and a transaction value of 179 million [1] - Bafang Electric (603489) closed at 30.84, up 3.42% with a trading volume of 49,400 shares and a transaction value of 151 million [1] Underperformers - Jiangte Electric (002176) closed at 9.76, down 3.37% with a trading volume of 760,900 shares and a transaction value of 750 million [2] - Shenli Co., Ltd. (603819) closed at 12.12, down 2.49% with a trading volume of 145,000 shares and a transaction value of 177 million [2] - Xiangming Intelligent (301226) closed at 31.77, down 2.07% with a trading volume of 41,800 shares and a transaction value of 133 million [2] Capital Flow - The electric motor sector experienced a net outflow of 278 million from institutional investors, while retail investors saw a net inflow of 180 million [2] - The top stocks by net inflow from retail investors included Fangzheng Electric (002196) with 50.32 million and Xiangdian Co., Ltd. (600416) with 18.74 million [3] Individual Stock Capital Flow - Zhao Wei Electric had a net inflow of 15 million from institutional investors, while it faced a net outflow of 40.08 million from speculative funds [3] - Fangzheng Electric saw a net inflow of 38.33 million from institutional investors, but a net outflow of 88.64 million from retail investors [3] - Bafang Electric had a net inflow of 16.81 million from institutional investors, while retail investors experienced a net outflow of 22.82 million [3]
人形机器人爆发在即 融资客潜伏多只超跌概念股
Zheng Quan Shi Bao Wang· 2025-12-29 04:15
证券时报·数据宝统计,截至12月26日收盘,12月以来融资净买入超5000万元的人形机器人概念股有23 只。这23只人形机器人概念股中,12月26日收盘价与年内高点相比,回撤幅度超20%的有10只。3股回 撤幅度超过30%,分别为安培龙(301413)、汉威科技(300007)、兆威机电(003021)。 人民财讯12月29日电,2025年,我国人形机器人产业迈过从技术验证到规模化商用的关键门槛,在"鼓 励"与"规范"并举的系统性政策牵引下,产业围绕"大脑"算法与"本体"硬件展开的全栈自研取得关键突 破,市场资金积极推动产业链聚合与生态形成,落地场景不断丰富。 国元证券认为,2025年成为全球人形机器人由"技术展示期"迈向"产品化与订单验证期"的关键一年,国 内外路径呈现出明显分化。展望2026年,投资机会围绕整机、关键零部件与核心模组、进化演进路径方 向三条主线展开。 ...
深圳市兆威机电股份有限公司2025年第一次临时股东会决议公告
Shang Hai Zheng Quan Bao· 2025-12-26 21:51
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:003021 证券简称:兆威机电 公告编号:2025-059 深圳市兆威机电股份有限公司 2025年第一次临时股东会决议公告 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。 (1)现场会议时间:2025年12月26日(星期五),下午15:00开始。 (2)网络投票时间:通过深圳证券交易所交易系统进行网络投票的具体时间为:2025年12月26日上午 9:15-9:25,9:30-11:30,下午13:00-15:00;通过深圳证券交易所互联网投票系统投票的具体时间为: 2025年12月26日上午9:15至下午15:00期间的任意时间。 3、会议召开地点:深圳市宝安区燕罗街道燕川社区燕湖路62号办公楼一号会议室。 4、会议召开方式:现场表决与网络投票相结合的方式。 5、会议召集人:深圳市兆威机电股份有限公司(以下简称"公司")董事会。 6、会议主持人:公司副董事长谢燕玲。 特别提示: 1、本次股东会未出现否决提案的情形。 (一)会议召开情况 1、会议届次:2025年第一次临时股东会 2、会议召开时间: 2 ...