Core Viewpoint - The A-share market experienced a strong rally, particularly in sectors related to humanoid robots, automotive complete vehicles, and automotive parts, indicating a potential shift in investment focus towards these areas [1]. Group 1: Market Performance - As of 13:39, the automotive parts ETF (562700) rose by 3.42%, leading the market among ETFs, with major holdings like Changying Precision increasing over 14% [1]. - Notable stocks such as Sanhua Intelligent Control and Wuzhou New Spring hit the daily limit, while Xinzhi Group rose over 9% [1]. Group 2: Industry Trends - Humanoid robots and smart vehicles share significant commonalities in both hardware and software, leading automotive parts companies to increase their investments in robotics [1]. - The automotive parts sector is expected to benefit from humanoid robots becoming a "second curve" for automotive components, potentially breaking through existing market ceilings [1]. Group 3: Policy Implications - Hu Long Securities anticipates the implementation of "anti-involution" policies in the automotive industry, which could improve the passenger vehicle market ecosystem [1]. - Proposed policies may focus on price reduction promotions, dealer inventory checks, control of new domestic production capacity, and strict monitoring of supplier payment terms, which could alleviate the competitive pressure seen in the passenger vehicle market over the past three years [1].

人形机器人与智能汽车在软硬件领域具备较多的共通点，汽车零部件公司也在加大机器人布局。民生证券表示，人形机 器人核心零部件丝杠、电机、减速器、传感器、骨架等产品在车端广泛应用，人形机器人成为汽车零部件的"第二曲 线"，短期"第二曲线"或催化产业链估值的提升，人形机器人有望打开汽车零部件板块天花板。 汽车零部件ETF（159565）是跟踪该指数规模第一的ETF产品，可助力投资者便捷把握机器人产业化与汽车智能化带来 的投资机遇。 汽车零部件ETF跟踪中证汽车零部件主题指数，覆盖汽车系统部件、汽车内饰与外饰、汽车电子、轮胎等领域了，权重 股包括汇川技术、福耀玻璃、三花智控、拓普集团、赛轮轮胎、德赛西威、华域汽车、银轮股份、中科创达、双环传动 等。 消息面上，上海市经信委日前印发《上海市智能终端产业高质量发展行动方案(2026-2027年)》，提出强化机器人终端能 力，支持人形机器人产品研发和量产制造，推进端侧芯片、灵巧手、电池等核心零部件加快产业化突破。 汽车零部件板块上涨，长盈精密大涨13%，三花智控涨超8%，带动汽车零部件ETF、汽车零件ETF涨超3%，年内涨超 35%。 | 代码 | 名称 | 涨跌幅 | 年初 ...

消息面上，上海市经信委日前印发《上海市智能终端产业高质量发展行动方案(2026-2027年)》，提出强 化机器人终端能力，支持人形机器人产品研发和量产制造，推进端侧芯片、灵巧手、电池等核心零部件 加快产业化突破。 人形机器人与智能汽车在软硬件领域具备较多的共通点，汽车零部件公司也在加大机器人布局。民生证 券表示，人形机器人核心零部件丝杠、电机、减速器、传感器、骨架等产品在车端广泛应用，人形机器 人成为汽车零部件的"第二曲线"，短期"第二曲线"或催化产业链估值的提升，人形机器人有望打开汽车 零部件板块天花板。 汽车零部件ETF（159565）是跟踪该指数规模第一的ETF产品，可助力投资者便捷把握机器人产业化与 汽车智能化带来的投资机遇。 格隆汇10月15日｜汽车零部件板块上涨，长盈精密大涨12%，三花智控涨超9%，带动汽车零部件ETF （159565）涨2.83%，年内涨超35%。 汽车零部件ETF跟踪中证汽车零部件主题指数，覆盖汽车系统部件、汽车内饰与外饰、汽车电子、轮胎 等领域了，权重股包括汇川技术、福耀玻璃、三花智控、拓普集团、赛轮轮胎、德赛西威、华域汽车、 银轮股份、中科创达、双环传动等。 ...

Core Viewpoint - The A-share market is experiencing a surge in robotics concept stocks, driven by supportive government policies aimed at enhancing the robotics industry in Shanghai [1] Group 1: Stock Performance - Bohai Automotive, Zhongjian Technology, and Yuanda Intelligent have reached the daily limit increase, while Wuzhou Xinchun and Henghui Security have risen over 8% [1] - Changying Precision, Sanhua Intelligent Control, Xin Clean Energy, and Zhenyu Technology have increased by more than 7% [1] Group 2: Government Policy - The Shanghai Municipal Economic and Information Commission has issued the "Shanghai Intelligent Terminal Industry High-Quality Development Action Plan (2026-2027)" [1] - The plan emphasizes strengthening robotic terminal capabilities and supports the research and mass production of humanoid robot products [1] - It aims to accelerate the industrialization breakthroughs of core components such as edge-side chips, dexterous hands, and batteries [1]

Group 1 - The A-share market showed mixed performance with the Shanghai Composite Index up by 0.03%, driven by gains in daily chemical, retail, and biotechnology sectors, while shipping and power generation equipment sectors faced declines [1] - In the consumer electronics sector, the Consumer Electronics ETF (159732) rose by 0.09%, with notable increases in stocks such as Changying Precision (+4.62%), Shenghong Technology (+4.22%), and Heertai (+3.41%), while Jiangfeng Electronics and Ruichip Micro faced declines of -5.27% and -4.45% respectively [1] Group 2 - Major e-commerce platforms like Taobao and JD.com announced price reductions for various DJI products starting from October 9, including outdoor power supplies, gimbals, action cameras, smartphone stabilizers, wireless microphones, drones, and robotic vacuum cleaners [3] - According to Galaxy Securities, the consumer electronics industry is navigating challenges and opportunities, with AI emerging as a core driver of industry development. Traditional categories like smartphones are entering a plateau phase, while AI hardware is experiencing explosive growth, particularly in global smart glasses shipments [3] - The Consumer Electronics ETF (159732) tracks the Guozheng Consumer Electronics Index, primarily investing in 50 A-share listed companies involved in the consumer electronics industry, with significant focus on electronic manufacturing, semiconductors, and optical electronics [3]

（文章来源：证券日报） 证券日报网讯 10月14日晚间，长盈精密发布公告称，2025年10月14日，公司通过回购专用证券账户以 集中竞价交易方式首次回购公司股份数量1，500，000股，占公司总股本的0.11%。 ...

格隆汇10月14日丨长盈精密(300115.SZ)公布，2025年10月14日，公司通过回购专用证券账户以集中竞 价交易方式首次回购公司股份数量1,500,000股，占公司总股本的0.11%，回购最高成交价为33.72元/ 股，最低成交价为33.13元/股，成交总金额为5,018.34万元（不含交易费用）。本次回购符合法律法规 的相关规定，符合公司既定的回购股份方案。 ...

（记者 曾健辉） 每经AI快讯，长盈精密（SZ 300115，收盘价：33.33元）10月14日晚间发布公告称，2025年10月14日， 公司通过回购专用证券账户以集中竞价交易方式首次回购公司股份数量150万股，占公司总股本的 0.11%，回购最高成交价为33.72元/股，最低成交价为33.13元/股，成交总金额为5018.34万元。 2024年1至12月份，长盈精密的营业收入构成为：电子元器件占比69.04%，新能源产品零组件占比 30.79%，智能装备制造占比0.17%。 截至发稿，长盈精密市值为453亿元。 每经头条（nbdtoutiao）——中科院博导带队，中国固态电池技术又有重大突破！ ...

每经AI快讯，10月14日，长盈精密(300115.SZ)公告称，公司于2025年10月14日首次通过回购专用证券 账户以集中竞价交易方式回购公司股份数量150万股，占公司总股本的0.11%，回购最高成交价为33.72 元/股，最低成交价为33.13元/股，成交总金额为5018.34万元（不含交易费用）。本次回购符合法律法 规的相关规定，符合公司既定的回购股份方案。 ...

长盈精密公告，2025年 10月 14日，公司通过回购专用证券账户以集中竞价交易方式首次回购公司股份 数量 150万股，占公司总股本的 0.11%，回购最高成交价为 33.72元/股，最低成交价为 33.13元/股，成 交总金额为 5018.34万元（不含交易费用）。本次回购符合法律法规的相关规定，符合公司既定的回购 股份方案。 ...