每经AI快讯，有投资者在投资者互动平台提问：尊敬的董秘，贵公司重庆永川两个子公司可有供货赛 力斯新能源零部件，贵司永川两个子公司未来与智元机器人可有潜在的业务合作？ 精锻科技（300258.SZ）2月26日在投资者互动平台表示，公司重庆两家子公司现阶段尚未为赛力斯配 套，也未与智元机器人开展业务合作，敬请投资者注意投资风险。 （文章来源：每日经济新闻） ...

格隆汇2月26日丨精锻科技(300258.SZ)在投资者互动平台表示，公司重庆两家子公司现阶段尚未为赛力 斯配套，也未与智元机器人开展业务合作，敬请投资者注意投资风险。 ...

格隆汇2月25日丨精锻科技(300258.SZ)在投资者互动平台表示，公司现阶段尚未与宇树机器人开展业务 合作。 ...

（记者 曾健辉） 每经头条（nbdtoutiao）——伤亡180万人！俄乌冲突四周年，陷入谈判死局、战场僵局、经济困局！谁 为战争买单 每经AI快讯，精锻科技2月25日晚间发布公告称，近日，公司收到了赵红军和董义出具的《股份变动告 知函》。截至本公告披露日，赵红军、董义减持计划实施完毕，共减持公司股份50万股，减持股份占公 司总股份为0.0854%。 ...

证券代码：300258 证券简称：精锻科技 公告编号：2026-003 一、股东减持情况 | 股东名称 | 减持方式 | | 减持期间 | | 减持均价 （元/股） | 减持股数 （股） | 减持比例 （%） | | --- | --- | --- | --- | --- | --- | --- | --- | | 赵红军 | 集中竞价 | 年 2026 | 月 2 | 日 13 | 16.3647 | 250,000 | 0.0427 | | 董义 | 集中竞价 | 年 2026 | 月 2 | 日 13 | 16.4056 | 250,000 | 0.0427 | | | 合计 | | - | | - | 500,000 | 0.0854 | 1、股东减持股份情况 2、股东本次减持前后持股情况 | 股东名称 | 股份性质 | 本次减持前持有股份 | | 本次减持后持有股份 | | | --- | --- | --- | --- | --- | --- | | | | 股数（股） | 占总股本比例 | 股数（股） | 占总股本比例 | | | | | （%） | | （%） | | 赵红军 | 合计持有股份 ...

三、精锻科技（300258）该股近期上涨的逻辑有哪些呢？ 1、人形机器人概念活跃！在人形机器人相关领域，公司5000万元参股武汉格蓝若智能机器人有限公司 并设立江苏太平洋智能关节有限公司，机器人关节模组样品已交付，后续项目同步开发。在人形机器人 概念的带动下，相关个股迎来上涨行情。 2、汽车零部件板块活跃！在差速器相关领域，公司是国内规模最大的轿车精锻齿轮生产企业，锥齿轮 全球市占率约10%，新能源车差速器总成国内市占率居首。在汽车零部件板块的带动下，相关个股迎来 上涨行情。 | 复权 叠加 多股 统计 | ■我 | 标记 -自选 返回 | | 精锻科技 300258 R | | 件 | | --- | --- | --- | --- | --- | --- | --- | | | < | | | 17.00 0.89 5.52% | | -0.29% | | | -17.30 | 17.00 | ਐੱ | 英 | 撒 | all | | | | | 配 卖四 | 17.05 17.04 | | 36 5 | | | | 16.50 | 英三 家 | 17.03 17.02 | | 1564 19 | | | ...

Investment Highlights - The SW Auto Parts Index increased by 1.69% this week, ranking 3rd among SW Auto sectors, with a year-to-date increase of 4.94% [3][12] - The latest PE (TTM) for SW Auto Parts is at the 85.68% historical percentile, while the PB (LF) is at the 79.62% historical percentile [3][35] - The trading activity in the auto parts sector has shown a gradual increase since February [3][30] Robotics Sector Review - The Wande Robotics Index rose by 2.27% this week, with a year-to-date increase of 2.54%, outperforming the SW Auto Parts sector by 0.58% [4][12] - The latest PE (TTM) for the robotics sector is at the 73.90% percentile for the past year, and the PB (LF) is at the 78.31% percentile [4][46] - The trading heat in the robotics sector is at a low point since 2025 [4][40] Key Company Developments - Sensible Group will establish a joint venture in North America with Green Harmony for robotic joint modules [5] - Top Group forecasts 2025 revenue between 28.75 billion to 30.35 billion yuan, with a net profit of 2.6 billion to 2.9 billion yuan [5] - Feilong Co. increased its investment in Longtai Company by 732 million yuan [5] - New Spring established a wholly-owned subsidiary in Shanghai [5] Top Performers of the Week - The top five gainers this week include: - Precision Forging Technology +28.98% - Sensible Group +17.05% - Naisite +16.22% - Yinlun Co. +7.73% - Changhua Group +7.34% [6][54] Major Events - The release of the world's first warehouse robot Gino 1 by Jizhi Jia [8] - Xiaomi open-sourced its first-generation robot VLA large model [8] - UBTECH and the humanoid robot innovation center launched the full-size research humanoid robot "Tiangong Walker DEX" [8] Investment Recommendations - For auto parts, focus on structural opportunities by selecting product-oriented companies and those entering high-value sectors to increase ASP, with a priority on companies expanding capacity in Europe, North America, and Southeast Asia [9] - For robotics, look for certainty in opportunities, especially with the anticipated release of Optimus V3 in Q1 2026, and monitor the order timeline and application deployment by domestic companies like Xiaopeng, Yuzhu, and Zhiyuan [9] - Recommended stocks based on EPS include: Fuyao Glass, Xingyu Co., Sensible Group, Junsheng Electronics, and Xingyuan Zhuomei, with New Spring as a focus [9] - Recommended stocks based on PE include: Top Group, Junsheng Electronics, Shuanghuan Transmission, Sensible Group, Yinlun Co., and Feilong Co., with a focus on Yapu Co. and Daimai Co. [9]

精锻科技（300258.SZ）2月13日在投资者互动平台表示，机器人关节零部件等业务是公司当前和未来产 品拓展的重要方向之一，现阶段机器人业务尚未对公司营收带来影响，敬请投资者注意投资风险。 每经AI快讯，有投资者在投资者互动平台提问：所有公众投资者对公司的机器人转型和业务都抱有高 度的希望，请问公司具体怎么规划和落实？ （记者 王晓波） ...

Group 1 - The A-share market saw a strong performance in robotics-related stocks, with notable gains in several companies [1] - Jingzhu Technology (精锻科技) increased by over 17%, while Yimikang (依米康) rose by over 11% [1] - Other companies such as Bohai Automotive (渤海汽车), Chuanrun Co. (川润股份), and Dongyangguang (东阳光) reached the daily limit of 10% increase [1] Group 2 - The following table summarizes the performance of key stocks in the robotics sector, including their percentage increase and market capitalization: - Jingzhu Technology (300258): +17.52%, Market Cap: 9.419 billion [2] - Yimikang (300249): +11.51%, Market Cap: 7.849 billion [2] - Bohai Automotive (600960): +10.10%, Market Cap: 5.389 billion [2] - Chuanrun Co. (002272): +10.02%, Market Cap: 8.786 billion [2] - Dongyangguang (600673): +10.02%, Market Cap: 110.1 billion [2] - Other notable stocks include Bojie Co. (博杰股份), Rifa Precision Machinery (日发精机), and Changhua Group (长华集团) with increases around 10% [2]

Core Viewpoint - The A-share market shows positive momentum with significant gains in various sectors, particularly in the small metals, electric grid equipment, and semiconductor industries, while the film and gaming sectors are experiencing declines [3]. Market Performance - The Shanghai Composite Index rose by 0.12% to 4137.06, while the Shenzhen Component Index increased by 0.8% to 14274.93. The ChiNext Index saw a rise of 1.18% to 3323.56, and the STAR Market Index gained 0.93% to 1804.89 [4][12]. - Over 2700 stocks in the market experienced an increase by midday [3]. Sector Highlights - The electric grid equipment sector showed strong performance, with companies like Hailianxun rising over 18% and others reaching their daily limit [4]. - The shipping sector also performed well, with China Merchants Energy hitting its daily limit and achieving a historical high [5]. - The computing power leasing sector saw significant gains, with Yuke Technology hitting its daily limit and other companies like Dazhi Technology and Capital Online also rising [5]. Trading Volume - The total trading volume in the Shanghai and Shenzhen markets exceeded 1 trillion yuan [6]. Currency Movement - The offshore RMB against the US dollar broke the 6.9 yuan mark, indicating a strengthening of the currency [8]. Stock Movements - The film and cinema sector continued to adjust, with companies like Hengdian Film and Bona Film hitting their daily limit down [9]. - AI application stocks in the Hong Kong market showed strength, with Zhiyuan rising over 11% [10].