Core Viewpoint - The company,昊志机电, has experienced a significant stock price fluctuation, with a cumulative increase of 31.75% over three consecutive trading days, indicating abnormal trading activity [1] Group 1: Stock Performance - The stock price deviation occurred from December 24 to December 26, 2025, which is classified as an abnormal fluctuation according to Shenzhen Stock Exchange regulations [1] - The company has noted a high market interest in the concepts of robotics and commercial aerospace [1] Group 2: Business Focus - Currently, the company's main revenue source is its spindle products, which are central to its operations [1] - The company is actively expanding its business into the robotics and commercial aerospace sectors, although as of September 30, 2025, these areas accounted for only approximately 1% of its main business revenue [1]

格隆汇12月26日丨昊志机电(300503.SZ)公布股票交易异常波动公告，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%。敬请广大投资者谨慎决策，注意投资风险。 ...

证券日报网讯 12月26日，昊志机电发布公告称，本公司股票连续三个交易日内（2025年12月24日至 2025年12月26日）收盘价涨幅偏离值累计达到31.75%，属于异常波动的情况。公司未发现前期披露的 信息存在需要更正、补充之处。公司未发现近期公共传媒报道了可能或已经对本公司股票交易价格产生 较大影响的未公开重大信息。 （文章来源：证券日报） ...

【资料图】 昊志机电：公司在机器人、商业航天领域业务收入合计占比约1%人民财讯12月26日电，昊志机电 (300503)12月26日发布股票交易异常波动公告，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。 关键词： 机器人 合计 商业航天领域 昊志 业务 ...

人民财讯12月26日电，昊志机电（300503）12月26日发布股票交易异常波动公告，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。 ...

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、股票交易异常波动的具体情况 广州市昊志机电股份有限公司（以下简称"公司"或"本公司"）连续三个交易 日内（2025 年 12 月 24 日至 2025 年 12 月 26 日）收盘价涨幅偏离值累计达到 31.75%， 根据深圳证券交易所相关规定，公司股票交易属于异常波动的情况。 二、公司关注并核实的情况说明 证券代码：300503 证券简称：昊志机电 公告编号：2025-090 广州市昊志机电股份有限公司 股票交易异常波动公告 三、关于不存在应披露而未披露信息的说明 公司董事会确认，公司目前没有任何根据《深圳证券交易所创业板股票上市规则》 等有关规定应予以披露而未披露的事项或与该事项有关的筹划、商谈、意向、协议等； 公司董事会也未获悉公司有根据《深圳证券交易所创业板股票上市规则》等有关规定 应予以披露而未披露的、对本公司股票及其衍生品种交易价格产生较大影响的信息； 公司前期披露的信息不存在需要更正、补充之处。 四、风险提示 1、经自查，公司不存在违反信息公平披露的情形。 针对公司股票交易异常波动，公司董事会 ...

Market Overview - The market experienced a significant rebound during the last complete trading week of 2025, with key sectors such as CPO, liquid cooling servers, humanoid robots, and commercial aerospace witnessing strong surges [1][4] - Major stocks like Shenjian Co. and Haoshi Electromechanical achieved consecutive daily limits, indicating robust market performance [1][4] Index Performance - Major indices, including the Shanghai Composite, Shenzhen Component, and ChiNext, recorded consecutive gains, with the Shanghai Composite achieving an 8-day winning streak since December 17 [2][16] - Several sectors saw weekly gains exceeding 6%, with some sectors showing even higher increases since their lows on November 24 [2][16] Leading Sectors - Key sectors leading the market include: - Hainan Free Trade Zone: 9.08% weekly increase, 9.20% since November 24 - Storage Chips: 13.87% increase since November 24 - Liquid Cooling Servers: 5.66% weekly increase, 12.71% since November 24 - CPO: 12.11% increase since November 24 - Humanoid Robots: 4.57% weekly increase [3][17] Policy and Funding Support - The National Venture Capital Guidance Fund officially launched on December 26, focusing on artificial intelligence and 6G technologies, with initial regional funds exceeding 500 billion [4][18] - The Jiangxi Province's "Artificial Intelligence+" action plan aims for a computing service scale of 5000 PFlops by 2030, further stimulating the computing sector [4][18] Commercial Aerospace Developments - The commercial aerospace sector has seen numerous catalytic events, including the release of a report indicating 325 global space launches and 4026 satellites in orbit, with China contributing significantly [5][18] - The Commercial Aerospace Industry Alliance's innovation fund has been initiated, with an initial scale of 10-20 billion, aiming to expand to 100 billion [5][18] Humanoid Robots Sector - The humanoid robot sector has seen a resurgence, with a weekly increase of over 4% and nearly 10% since November 24 [8][21] - Notable stocks include: - Tianqi Co. with consecutive daily limits - Haoshi Electromechanical achieving historical highs - Chaojie Co. doubling in price over the past month [8][21] Capitalization and Market Events - Recent capital operations in the humanoid robot sector include a significant acquisition by leading company UBTECH, which plans to acquire approximately 43% of Fenglong Co. [9][22] - Additional events include the establishment of the Beijing Robotics Industry Association and the upcoming humanoid robot marathon in 2026 [9][22]

Market Overview - The Shanghai Composite Index rose by 0.10% on December 26, with 19 out of 28 sectors experiencing gains. The top-performing sectors were non-ferrous metals and power equipment, with increases of 3.69% and 1.40% respectively. The machinery equipment sector saw a modest rise of 0.29%. Conversely, the electronics and light industry sectors faced declines of 0.71% and 0.61% respectively [1] Capital Flow Analysis - The net outflow of capital from the two markets reached 23.284 billion yuan. Among the sectors, 8 experienced net inflows, with the power equipment sector leading at a net inflow of 8.560 billion yuan and a daily increase of 1.40%. The non-ferrous metals sector followed with a net inflow of 3.814 billion yuan and a daily increase of 3.69% [1] Machinery Equipment Sector Performance - The machinery equipment sector increased by 0.29%, but faced a net capital outflow of 4.856 billion yuan. Out of 531 stocks in this sector, 158 rose, with 9 hitting the daily limit, while 365 declined. There were 166 stocks with net capital inflows, with 8 stocks seeing inflows exceeding 100 million yuan. The top stock for inflow was Jieli Rigging, with a net inflow of 524 million yuan, followed by China Nuclear Technology and Jerry Shares with inflows of 424 million yuan and 194 million yuan respectively [2] Top Gainers in Machinery Equipment Sector - The following stocks in the machinery equipment sector had significant capital inflows and price increases: - Jieli Rigging: +6.80%, 24.46% turnover, 523.99 million yuan inflow - China Nuclear Technology: +10.02%, 20.87% turnover, 424.41 million yuan inflow - Jerry Shares: +6.13%, 4.22% turnover, 193.82 million yuan inflow [2] Top Losers in Machinery Equipment Sector - The following stocks in the machinery equipment sector experienced significant capital outflows: - Yingweike: -0.20%, 6.31% turnover, -474.59 million yuan outflow - Guoji Heavy Industry: -1.17%, 7.53% turnover, -439.37 million yuan outflow - Haozhi Machinery: +7.60%, 30.14% turnover, -393.08 million yuan outflow [3]

Group 1 - The A-share market has seen a strong performance in commercial aerospace stocks, with notable gains including a 20% limit up for Jiayuan Technology and over 18% increase for Xice Testing [1][2] - Other significant gainers include Guanglian Aviation and Zhongfu Shenying, both rising over 15%, while Pan-Asia Micro透 and Guangwei Composites increased by over 12% [1][2] - Several stocks, including Shenjian Co. and Zhongchao Holdings, achieved a 10% limit up, indicating robust investor interest in the sector [1][2] Group 2 - Jiayuan Technology has a total market capitalization of 7.648 billion, with a year-to-date increase of 170.85% [2] - Xice Testing's market cap stands at 10.8 billion, with an impressive year-to-date increase of 242.95% [2] - Noteworthy is the historical high achieved by companies such as Xice Testing, Pan-Asia Micro透, and Feiwo Technology, reflecting strong market momentum [2][3] Group 3 - A successful launch of 17 low-orbit satellite internet satellites was conducted using the Long March 8 rocket from Hainan, marking a significant achievement in China's commercial aerospace efforts [3] - The China Securities Regulatory Commission has updated the IPO counseling status of Blue Arrow Aerospace to "counseling work completed," indicating progress towards formal application [3]

Market Review - The Sci-Tech AI ETF Huaxia (589010) increased by 0.74%, demonstrating strong resilience with a "bottom-rebound" pattern, recovering early losses and stabilizing above the intraday average line [1] - Fudan Microelectronics surged over 16%, significantly boosting sector sentiment, while other stocks like Zhongke Xingtu and Optoelectronics rose over 7%, indicating a notable profit effect among component stocks [1] - The Robot ETF (562500) rose by 2.93%, repairing its short-term technical pattern, with stocks like Haozhi Electromechanical hitting a 20% limit-up, and others like Aifute-U and Tuosida rising over 13% [1] - The Robot ETF recorded a daily trading volume exceeding 1.934 billion yuan, with a turnover rate of 7.43%, reflecting a strong internal aggressiveness within the sector [1] Key News - The world's first AI robot-operated retail service store "Robot MART" has begun mass delivery of orders, selling popular toys in major commercial areas starting from Christmas, showcasing stable delivery and continuous operation [1] - Samsung Electronics plans to launch an application processor with self-developed GPU by 2027, marking a significant step in building an end-to-end AI ecosystem [2] - The "2026 Beijing Yizhuang Humanoid Robot Half Marathon" will take place on April 19, 2026, promoting advancements in robot technology through real-time performance tracking and encouraging autonomous capabilities [2] Institutional Insights - Huazhong Securities believes the humanoid robot industry is transitioning from concept validation to commercial realization, with significant events accelerating the approach to mass production [2] - The Robot ETF (562500) is the only ETF in the market with over 20 billion yuan in scale, providing the best liquidity and comprehensive coverage of the Chinese robot industry chain [2] - The Sci-Tech AI ETF Huaxia (589010) captures the "singularity moment" of the AI industry with a 20% fluctuation range and flexibility in small and mid-cap stocks [2]