本报记者 何文英 11月4日，蓝思科技股份有限公司（以下简称"蓝思科技"）与深圳市越疆科技股份有限公司（以下简 称"越疆"）在深圳正式签署深度战略合作协议。根据协议，蓝思科技将在2025年向越疆采购1000台具身 智能机器人。同时，越疆也向蓝思科技下达10000台四足机器狗整机组装订单。 除整机组装之外，蓝思科技还将成为越疆主要部件供应商，涵盖关节电机、结构件及其他核心部件的开 发、量产与供应，形成"研发—制造—供应"闭环。越疆将入驻由蓝思科技主导的湖南省具身智能创新中 心，通过真机数据训练加速技术迭代，共同参与标准制定和成果转化。 福州公孙策公关咨询有限公司合伙人詹军豪对《证券日报》记者表示："蓝思科技作为消费电子外观件 制造龙头，此次布局具身智能机器人，凸显其向高端智能制造转型的决心。随着AI大模型加速向端侧 落地，具备硬件集成能力的代工企业正迎来全新红利期。" 智能制造标杆提速 蓝思科技自2016年起深耕机器人领域，已构建机器人核心部件到整机组装的垂直整合平台，覆盖液态金 属材料、六维力传感器、头部模组、关节模组和灵巧手等关键环节，已成为国内头部具身智能硬件制造 平台。 凭借领先的精密制造与高效研发实力 ...

Market Overview - The A-share market saw a collective rise in the three major indices, with the Shanghai Composite Index recovering the 4000-point mark, closing up 0.97% at 4007.76 points [1] - The Shenzhen Component Index rose 1.73%, and the ChiNext Index increased by 1.84% [1] - The total trading volume in the Shanghai and Shenzhen markets exceeded 2 trillion yuan, an increase of 182.9 billion yuan compared to the previous day [1] Electronic Sector - Over 20 billion yuan of main funds flowed into the electronic sector, with the electronic ETF (515260) reaching a peak price increase of 3.45% during the day, ultimately closing up 3.3% [3][5] - The semiconductor chip market is experiencing a strong rally, particularly in Hong Kong stocks, with the first Hong Kong information technology ETF (159131) set to officially launch next week [1][3] - Key stocks in the electronic sector, such as Dongshan Precision, saw a limit-up increase, while other semiconductor leaders also posted significant gains [5][6] Chemical Sector - The chemical sector experienced a significant surge, with the chemical ETF (516020) closing up 2.65% [13] - The phosphorus chemical sector saw strong performance, with leading stocks like Xinfengming and Yuntianhua hitting the daily limit [13] - Recent data indicated a substantial inflow of funds into the basic chemical sector, with a net inflow of 105.93 billion yuan on the day and 270.4 billion yuan over the past five days [15][16] Investment Strategies - Analysts suggest a balanced allocation strategy in November, focusing on technology, cyclical sectors, and core asset industries due to potential market style rebalancing [2][3] - The electronic ETF (515260) and its linked funds are recommended for passive tracking of the electronic 50 index, which includes key sectors like AI chips and automotive electronics [7] - The chemical ETF (516020) is highlighted for its diversified exposure across various chemical sub-sectors, making it a suitable vehicle for investors looking to capitalize on the sector's growth [17]

| 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 300476 | 胜宏科技 | 5.97 | 5.31 | 162339.78 | | 002384 | 东山精密 | 10.00 | 7.43 | 106905.56 | | 688041 | 海光信息 | 7.96 | 1.81 | 94166.45 | | 001309 | 德明利 | 10.00 | 8.59 | 73440.86 | | 688981 | 中芯国际 | 4.23 | 3.66 | 68848.71 | | 300433 | 蓝思科技 | 9.60 | 3.02 | 67142.21 | | 601138 | 工业富联 | 1.30 | 0.87 | 51209.27 | | 688012 | 中微公司 | 4.26 | 3.06 | 36841.13 | | 600183 | 生益科技 | 1.77 | 1.81 | 30894.20 | | 688521 | 芯原股份 | 3.97 | 2.97 | 30209.40 | ...

| 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 磷化工 | 3.92 | 海南自贸区 | -3.77 | | 国家大基金持股 | 2.67 | 赛马概念 | -2.91 | | PVDF概念 | 2.50 | 免税店 | -2.28 | | 存储芯片 | 2.46 | 冰雪产业 | -1.62 | | 共封装光学(CPO) | 2.46 | 短剧游戏 | -1.57 | | 草甘膦 | 2.39 | 自由贸易港 | -1.54 | | 中芯国际概念 | 2.39 | 旅游概念 | -1.42 | | 同花顺果指数 | 2.31 | 家庭医生 | -1.38 | | 氟化工概念 | 2.29 | DRG/DIP | -1.37 | | 化肥 | 2.29 | 特色小镇 | -1.27 | 资金面上看，今日同花顺果指数概念板块获主力资金净流入26.13亿元，其中，15股获主力资金净流 入，5股主力资金净流入超亿元，净流入资金居首的是东山精密，今日主力资金净流入10.69亿元，净流 入资金居前的还有蓝思科技、工业富联、长盈精密等，主力资金分 ...

申万宏源认为，国产的机器人技术能力全球领先，除了初创企业外，更多新能源车企开始发力，进步速 度非常快，本次发布小鹏IRON机器人有望增强市场对国产的信心。开源证券指出，人形机器人量产时 刻已至，2026年随着特斯拉、宇树、智元等产线投产，产业首次进入万台级规模化制造阶段。未来5— 10年，人形机器人有望重塑制造业、服务业乃至家庭生活，成为继智能手机、新能源汽车后的下一代通 用平台。 机器人概念股多数走高，截至发稿，三花智控（002050）(02050)涨7.3%，报38.52港元；德昌电机控股 (00179)涨6.74%，报36.42港元；蓝思科技（300433）(06613)涨6.56%，报26.96港元；微创机器人- B(02252)涨2.76%，报26.08港元。 消息面上，近期，机器人领域迎来密集催化，包括小鹏发布新一代人形机器人，优必选和越疆签订机器 人大单等。此外，昨日，工信部科技司副司长姚佳在第八届虹桥国际经济论坛的"人形机器人创新发展 合作"分论坛上表示，人形机器人被认为是具身智能的最佳形态，将深刻变革人类的生产生活方式，重 塑全球产业发展格局。海外方面，特斯拉股东大会将在11月6日召开，马斯 ...

Group 1 - The core viewpoint of the news highlights the significant growth potential in the global optical module market, projected to reach $23.5 billion in 2025, with a year-on-year growth of 31.7% [1] - The shipment volume of 800G modules is expected to increase from 8 million units in 2024 to between 18 million and 21 million units, representing an annual growth of over 125% [1] - The revenue of the optical device/module sector in the first three quarters of 2025 saw a year-on-year increase of 65%, while net profit attributable to the parent company grew by 123% [1] Group 2 - The ChiNext 50 ETF (159367) has two core advantages: a 20% price fluctuation limit, providing greater trading flexibility compared to traditional broad-based indices, and low management fees of 0.15% and custody fees of 0.05%, which effectively reduce investment costs [2] - The ChiNext 50 Index selects the top 50 stocks by market capitalization and liquidity from the ChiNext Index, representing leading companies with strong growth potential across various sectors, including batteries, securities, and communication equipment [1]

Core Viewpoint - Lens Technology has received an order for 10,000 quadruped robotic dogs from Yujian Robotics, which is expected to be delivered within this year [1] Group 1 - Lens Technology announced the order for 10,000 quadruped robotic dogs [1] - The order is part of the company's expansion into robotics and automation [1] - Delivery of the robotic dogs is scheduled to be completed by the end of this year [1]

Group 1 - The Robot ETF (562500) is currently trading at 1.016 yuan, up 2.01%, maintaining a steady upward trend with a significant rebound after multiple tests of the moving average [1] - The corresponding CSI Robot Index has increased by approximately 2.06%, indicating that the overall sector is outperforming the broader market [1] - Among the 73 constituent stocks, 61 have risen while 12 have fallen, with notable gains exceeding 7% for companies like Awei Co., Ltd., Green Harmony, and Ruishun Technology, highlighting a clear structural rebound [1] Group 2 - The total trading volume for the ETF is around 7.45 billion yuan, reflecting high trading activity and stable turnover, which suggests ongoing market interest [1] - The latest size of the ETF is approximately 23 billion yuan, maintaining a high level of operation with stable shares [1] - According to Guojin Securities, China has initially established a complete manufacturing capability for humanoid robots, with key technological advancements expected in Q3 2025, particularly in dexterous hands and lightweight motors [2]

每经AI快讯，11月6日，港股机器人概念股午后全线走强，蓝思科技、三花智控涨近7%，德昌电机控股 涨近6%，地平线机器人涨超2%。 ...

每经AI快讯，蓝思科技(06613.HK)涨超7%，截至发稿，涨7.04%，报27.08港元，成交额2.37亿港元。 （文章来源：每日经济新闻） ...