每经AI快讯，12月30日，机器人概念股低开高走，锋龙股份5连板，五洲新春直线涨停，龙洲股份、步 科股份、昊志机电、景业智能等跟涨。 （文章来源：每日经济新闻） ...

证券代码：300503 证券简称：昊志机电 公告编号：2025-091 广州市昊志机电股份有限公司 关于募集资金使用完毕并注销募集资金专户的公告 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、误导性陈述或者重大遗漏。 一、募集资金基本情况 （一）2017 年度创业板非公开发行股票 经中国证券监督管理委员会（以下简称"中国证监会"）《关于核准广州市昊 志机电股份有限公司非公开发行股票的批复》（证监许可[2018]1308 号）核准， 广州市昊志机电股份有限公司（以下简称"公司"）向 3 名特定对象非公开发行 人民币普通股（A 股）股票 32,952,669 股，每股面值人民币 1 元，每股发行价格 人民币 8.24 元，募集资金总额人民币 271,529,992.56 元，扣除发行费用后，实际 募集资金净额为人民币 257,055,508.91 元。募集资金已于 2019 年 1 月 29 日全部 到位，经立信会计师事务所（特殊普通合伙）审验，并出具了信会师报字[2019] 第 ZC10009 号验资报告。 （二）2020 年度创业板向特定对象发行股票 经中国证券监督管理委员会《关于 ...

Core Viewpoint - The reducer concept sector experienced a rise of 1.32%, ranking 9th among concept sectors, with 89 stocks increasing in value, including notable gains from companies like Buke Co., which hit the daily limit up of 20% [1] Group 1: Sector Performance - The reducer concept sector saw a net inflow of 518 million yuan from main funds, with 54 stocks receiving net inflows, and 6 stocks exceeding 100 million yuan in net inflows [2] - The top net inflow stock was Wuzhou New Spring, with a net inflow of 504 million yuan, followed by Dong'an Power and Haozhi Electromechanical with net inflows of 176 million yuan and 163 million yuan respectively [2] Group 2: Individual Stock Performance - Wuzhou New Spring and Dong'an Power had the highest net inflow ratios at 50.82% and 18.80% respectively, while *ST Haihua also showed a significant inflow ratio of 14.64% [3] - Notable stock performances included Buke Co. with a 20% increase, Haozhi Electromechanical rising by 15.15%, and Lixing Co. increasing by 9.68% [1][3] - Stocks with the largest declines included Aolian Electronics, Chuangyuan Technology, and Yuhuan CNC, which fell by 12.21%, 10.02%, and 5.08% respectively [1][8]

从资金流向上来看，当日通用设备板块主力资金净流出9.46亿元，游资资金净流出5.99亿元，散户资金净 流入15.45亿元。通用设备板块个股资金流向见下表： 证券之星消息，12月29日通用设备板块较上一交易日上涨0.78%，昊志机电领涨。当日上证指数报收于 3965.28，上涨0.04%。深证成指报收于13537.1，下跌0.49%。通用设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300503 | 吴志机电 | 53.80 | 15.15% | 75.94万 | | 38.03亿 | | 002272 | 川润股份 | 17.88 | 10.03% | 55.29万 | | 2668.6 | | 603667 | 五洲新春 | 57.84 | 10.00% | 47.89万 | | 26.80亿 | | 603278 | 大业股份 | 14.08 | 10.00% | 25.65万 | | 3.49亿 | | 002347 | 泰尔股份 | 10.23 ...

Core Viewpoint - The new IPO regulations for commercial rocket companies have been implemented, leading to a significant surge in the commercial aerospace sector in the A-share market, with multiple companies experiencing substantial stock price increases [1][4]. Group 1: Market Performance - The commercial aerospace sector saw a collective rise, with notable stock performances: Chaojie Co. up by 16.96%, Guangwei Composites up by 14.37%, and other companies like Wu Zhi Machinery and Aerospace Hanyu also showing gains of over 13% [2][1]. - Year-to-date, the commercial aerospace sector index has surged over 71% [2]. Group 2: Regulatory Changes - On December 26, the Shanghai Stock Exchange released guidelines for the listing of commercial rocket companies on the Sci-Tech Innovation Board, detailing requirements for business scope, technological attributes, and milestone achievements [4][5]. - The guidelines emphasize the need for companies to demonstrate significant technological advantages and successful milestones in reusable rocket technology [5]. Group 3: Industry Context - The policy comes at a pivotal moment for China's commercial aerospace industry, with new generation reusable rockets like "Zhuque-3" and "Long March 12" set to complete critical tests by December 2025, indicating substantial technological advancements [7]. - The demand for launch capabilities is expected to grow due to large-scale satellite internet projects, such as "Guowang" and "G60 Starlink" [7]. Group 4: IPO Progress of Companies - Several companies are in various stages of IPO preparation, including Blue Arrow Aerospace, which has completed its IPO counseling with an estimated valuation of around 22 billion yuan, and Tianbing Technology, which is currently in counseling with an estimated valuation of 22.5 billion yuan [8][7]. - Other companies like Xinghe Power and Zhongke Aerospace are also in the counseling phase, indicating a robust pipeline for future IPOs in the commercial aerospace sector [8]. Group 5: Industry Chain Beneficiaries - The refined IPO standards and accelerated capital processes are expected to benefit companies within the commercial rocket supply chain, particularly those with stable partnerships and the ability to supply key components [11][9]. - Short-term market sentiment may focus on sectors like rocket structural components, engine materials, and aerospace electronics, while long-term beneficiaries are likely to be those with established production capabilities [11].

Core Viewpoint - The article discusses the mixed performance of the A-share market, highlighting the strong momentum in the commercial aerospace sector and the significant rise in precious metals, particularly silver, while noting declines in the consumer sector. Group 1: A-share Market Performance - On December 29, the A-share market showed mixed results with the Shanghai Composite Index up by 0.31% and the Shenzhen Component Index up by 0.03%, while the ChiNext Index fell by 0.32% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.4 trillion yuan, a decrease of 578 billion yuan compared to the previous trading day, with over 3,400 stocks declining [1] Group 2: Commercial Aerospace Sector - The commercial aerospace sector continued its strong performance, with over ten constituent stocks hitting the daily limit, including Shenjian Co. with eight consecutive limit-ups, and Jin Feng Technology and Leike Defense also reaching the limit [3] - The Shanghai Stock Exchange announced new guidelines supporting commercial rocket companies to list on the Sci-Tech Innovation Board, which is expected to facilitate the growth of the commercial aerospace industry [3] - According to Zhongtai Securities, the global commercial aerospace industry is anticipated to enter a period of explosive growth over the next two years, driven by accelerated technological iteration and increasing demand for launch services and satellite networking [5] Group 3: Precious Metals Sector - The precious metals sector experienced volatility but ultimately strengthened, with silver leading the gains. The main silver futures contract rose over 8% during the day, and spot silver surged by more than 5%, reaching historical highs [6] Group 4: Humanoid Robotics Sector - The humanoid robotics sector saw significant gains, with stocks like Fenglong Co. achieving four consecutive limit-ups, and other companies such as Mould Technology and Wuzhou New Spring also hitting the limit [6] - The Ministry of Industry and Information Technology announced the establishment of a standardization committee for humanoid robots, which will focus on developing industry standards for key technologies and applications [9] - Huajin Securities noted that the commercialization of humanoid robots is expected to accelerate due to a substantial increase in the number of new product releases and growing order volumes [9] Group 5: Consumer Sector Decline - The consumer sector faced declines, particularly in retail and dairy industries, with companies like Baida Group hitting the daily limit down and Huangshi Group experiencing significant drops [10]

Group 1 - The core viewpoint of the news is that Haoshi Electromechanical has seen a significant stock price increase, rising 6.27% to 49.65 CNY per share, with a total market capitalization of 15.303 billion CNY and a cumulative increase of 33.56% over three days [1] - Haoshi Electromechanical, established on December 14, 2006, and listed on March 9, 2016, specializes in the research, design, production, sales, and maintenance of high-end CNC machine tools and robotic core components, with 100% of its revenue coming from general equipment manufacturing [1] Group 2 - Among the top circulating shareholders of Haoshi Electromechanical, E Fund's ETF has increased its holdings by 5.3728 million shares, now holding 6.4035 million shares, which represents 2.66% of the circulating shares, resulting in a floating profit of approximately 18.7623 million CNY today [2] - The E Fund National Robot Industry ETF, established on January 10, 2024, has a latest scale of 13.315 billion CNY, with a year-to-date return of 29.81% and a one-year return of 23.83% [2] - Fund managers Li Shujian and Li Xu have achieved significant returns during their tenures, with Li Shujian's best return at 116.36% and Li Xu's best return at 138.01% [2]

人形机器人概念局部活跃，上纬新材涨超11%，锋龙股份4连板，昊志机电、步科股份、浙江荣泰、宁 波华翔、斯菱智驱跟涨。 ...

值得一提的是，在公告中，昊志机电特别提示了多重风险。其表示，公司留意到近期市场对于机器人、商业航天的热点概念关注度颇高。现阶段，公司主 轴类产品为公司核心收入来源，与此同时，公司正在积极开拓机器人、商业航天领域的业务，截至2025年9月30日，公司在机器人、商业航天领域的业务 合计占主营业务收入约1%。请投资者谨慎决策，注意投资风险。 在12月25日斩获"20cm"涨停的基础上，昊志机电（300503）12月26日再度大涨7.6%，最新报收46.72元/股。把时间拉长，近三个交易日，昊志机电累计涨 幅超过30%，总市值涨至144亿元。 在股价接连大涨的背景下，12月26日晚间，昊志机电发布股票交易异常波动公告称，公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生 较大影响的未公开重大信息。此外，公司目前经营情况正常，内外部经营环境未发生重大变化。经核查，公司、控股股东及实际控制人不存在关于公司的 应披露而未披露的重大事项，或处于筹划阶段的重大事项等。 值得一提的是，近期，昊志机电吸引了多家机构投资者前来调研，其中公司机器人业务是投资者关注的重点。 11月27日，昊志机电发布公告称，目前公司机器人业务 ...

Core Viewpoint - The article highlights the recent significant stock price increase of Haozhi Electromechanical (昊志机电), which saw a cumulative rise of over 30% in three trading days, reaching a market capitalization of 14.4 billion yuan [3][5]. Group 1: Stock Performance - On December 25, Haozhi Electromechanical achieved a "20cm" limit-up, followed by a further increase of 7.6% on December 26, closing at 46.72 yuan per share [3]. - The company reported a total market value of 14.4 billion yuan after the recent stock price surge [3]. Group 2: Company Announcements - On December 26, Haozhi Electromechanical issued an announcement regarding abnormal stock trading, stating that no undisclosed significant information affecting stock prices was found [5]. - The company confirmed that its operational status remains normal and that there have been no significant changes in the internal or external business environment [5]. Group 3: Business Overview - Haozhi Electromechanical specializes in the R&D, manufacturing, and sales of high-end CNC machine tools, robots, and core components for new energy vehicles [6]. - The company’s main products include spindles, turntables, linear motors, and various components for robots and new energy vehicles [6]. Group 4: Financial Performance - For the first three quarters of 2025, Haozhi Electromechanical reported revenue of 1.143 billion yuan, a year-on-year increase of 18.1%, and a net profit of 122 million yuan, up 50.4% [7]. - In Q3 2025 alone, the company achieved revenue of 440 million yuan, reflecting a 24.89% year-on-year growth, with net profit soaring by 124.55% to 58.19 million yuan [7]. Group 5: Market Trends and Future Outlook - The company noted strong demand in its core application areas, driven by rapid growth in AI computing infrastructure and continuous upgrades in consumer electronics [7]. - Haozhi Electromechanical is actively expanding into the robotics and commercial aerospace sectors, with these areas currently contributing approximately 1% to its main business revenue [6][8]. - The company has developed a "N+1+3" structure for its robotics business, focusing on core components and applications in various scenarios, indicating a strategic push for growth in this segment [8].