每经AI快讯，有投资者在投资者互动平台提问：公司数据中心里面，通信数据线用的光通信（光模块 CPO）技术比较多，还是高速通线缆技术比较多？ 万马科技（300698.SZ）12月10日在投资者互动平台表示，公司通信类产品主要包括数据中心产品、光 通信类产品等。其中，光通信产品主要包含光缆配线架等，暂不包含光模块、高速通线缆技术等。 （文章来源：每日经济新闻） ...

国金证券表示，具身智能是AI最强应用，而人形机器人则是具身智能最重要的方向之一。在电动化之 后，为代表的ROBO+赛道将重塑整个汽车产业链，成为最强产业趋势。（1）本体：汽车主机厂、3C 品牌商因为掌握需求场景以及硬件供应链，相对竞争优势正在提升，同时拥有大脑以及硬件迭代能力和 需求场景的如华为、字节、小米等人形机器人，仍然是商业逻辑最顺的。（2）供应链：特斯拉链是最 快进入小批量的供应链，预计供应链短暂停滞后将重新启动；智元供应链变化点在于垂直商业模式的重 构；华为供应链重点在下游垂直应用场景的落地。 机器人ETF（562500）是全市场唯一规模超两百亿的机器人主题ETF，成分股覆盖人形机器人、工业机 器人、服务机器人等多个细分领域，帮助投资者一键布局机器人上中下游产业链。 （文章来源：每日经济新闻） 今日截至10点27分，机器人ETF（562500）下跌0.10%，盘面呈现顽强的"V"型反转走势，早盘探底后持 续拉升，跌幅从盘中最低点显著收窄，目前正围绕零轴蓄势震荡。持仓股方面，景业智能领涨5.20%， 权重股汇川技术强势护盘上涨2.32%，巨轮智能、伟创电气等个股涨幅超1%。流动性方面，盘中成交金 额达 ...

格隆汇12月10日丨万马科技(300698.SZ)在投资者互动平台表示，公司暂无在太空算力领域的业务布 局。 ...

格隆汇12月10日丨万马科技(300698.SZ)在投资者互动平台表示，公司通信类产品主要包括数据中心产 品、光通信类产品等。其中，光通信产品主要包含光缆配线架等，暂不包含光模块、高速通线缆技术 等。 ...

格隆汇12月10日丨万马科技(300698.SZ)在投资者互动平台表示，目前无人驾驶行业正在步入商业化落 地阶段，对公司的车联网以及自动驾驶相关业务均有积极的影响。在Robotaxi领域，公司目前已与百度 阿波罗、哈啰、曹操出行等厂商达成合作。在Robovan领域，公司目前已与九识、智行者等厂商达成合 作。具体盈利情况需结合市场实际变化、公司经营策略等多种因素综合判断，公司将持续关注市场动 态，积极应对市场变化，努力提升盈利能力，敬请广大投资者注意风险，理性投资。 ...

万马科技（300698.SZ）12月10日在投资者互动平台表示，在商业航天、卫星互联网领域，公司积极关 注车载卫星通信相关规范制定，持续关注卫星通信、NTN（非地面网络技术）等相关技术演进。在该 领域，公司可为客户提供卫星服务解决方案，应用于汽车等场景。当前，相关业务尚处于前期探索阶 段，暂未产生经营业绩，敬请广大投资者注意风险，理性投资。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司产品是否应用到商业航天方面？ ...

万马科技（300698.SZ）12月10日在投资者互动平台表示，公司今年已落地了银行的数据中心项目，暂 未涉及其他领域。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司数据中心在金融方面，是否涉及券商、银行、保 险行业公司？ ...

（记者 王晓波） 每经AI快讯，有投资者在投资者互动平台提问：贵公司在无人驾驶方面的盈利前景如何？ 万马科技（300698.SZ）12月10日在投资者互动平台表示，目前无人驾驶行业正在步入商业化落地阶 段，对公司的车联网以及自动驾驶相关业务均有积极的影响。在Robotaxi领域，公司目前已与百度阿波 罗、哈啰、曹操出行等厂商达成合作。在Robovan领域，公司目前已与九识、智行者等厂商达成合作。 具体盈利情况需结合市场实际变化、公司经营策略等多种因素综合判断，公司将持续关注市场动态，积 极应对市场变化，努力提升盈利能力，敬请广大投资者注意风险，理性投资。 ...

| | | 12月9日重要公告精选 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | 热点 | 骏亚科技 | 应用于人形机器人的相关产品占公司营业收入比重很小 | | | 大业股份 | 从事航天动力系统、天线罩等航天产品研发生产目前净利润规模较小 | | 签约项目 | 水戊奏 | 拟约4亿元建设镁铝合金新材料汽车和机器人零部件智能制造项目 | | 合同中标 | 万马科技 | 预中标5994. 34万元国家电网招标采购项目 | | 股权转让 | 博瑞传播 | 拟6649.02万元收购每经科技合计51%股权 | | 回购 | 惠泰医疗 | 拟斥资2亿元-2.5亿元回购股份 | | 增减持 | 东华测试 | 控股股东及一致行动人拟减持不超过1.99%股份 | | 其他 | 天源迪科 | 董事长陈友被实施留置 | | | 海翔药业 | 与国科大杭州高等研究院签署共建先进合成技术产业研究院合华协议 | 【热点】 骏亚科技(603386.SH)：应用于人形机器人的相关产品占公司营业收入比重很小 大业股份(603278.SH)：主要从事航天动力系统、天线罩等航天产品研发生产，目前净利润规 ...

Group 1 - Longi Green Energy has decided to terminate its plan for issuing global depositary receipts overseas and listing on the Swiss Stock Exchange, citing stable production and operations as reasons for this cautious decision [1] - Borui Communication plans to acquire a 51% stake in Meijing Technology for 66.49 million yuan to enhance its focus on modern media and digital transformation [2] - Tianyuan Dike's chairman has been placed under detention by the local supervisory authority, but the company assures that its operations remain normal and unaffected [3] Group 2 - Rhine Biotech is planning a change in control and asset acquisition, leading to a suspension of its stock trading starting December 10 [4] - Fosun Pharma's subsidiary has signed a licensing agreement with Pfizer, which includes an upfront payment of 15 million USD and potential milestone payments up to 35 million USD for the development of a GLP-1R agonist [5] - Yongmaotai intends to invest approximately 400 million yuan in a new intelligent manufacturing project for magnesium-aluminum alloy components [6] Group 3 - Huayi Group's subsidiary has been ordered to suspend operations for environmental remediation, which is expected to impact production [7][8] - Boyuan Chemical's subsidiary has commenced trial production of a 1 million tons/year soda ash production line, enhancing its market position [9] - Tiandi Technology plans to invest 3.545 billion yuan in a research center for intelligent mining equipment in Xi'an [10] Group 4 - Daye Co. has a minor stake in Jiangbei Company, which focuses on aerospace products, but its financial impact is limited due to the small shareholding [11] - Xiamen Airport is planning to acquire 100% of its controlling shareholder's subsidiary to adapt to the upcoming changes in airport operations [12] - Zhaoyi Innovation has received approval from the CSRC for its overseas listing of H-shares, planning to issue up to 51.8 million shares [13] Group 5 - Yangfan New Materials' controlling shareholder has been released from detention, allowing normal operations to resume [14] - Tangrenshen reported a decline in pig sales revenue for November, with a 24.05% decrease month-on-month [15][16] - China Merchants Shekou achieved a sales amount of 14.094 billion yuan in November, with cumulative sales reaching 170.166 billion yuan for the year [17] Group 6 - Zhengbang Technology reported a slight increase in pig sales revenue for November, with a 8.55% rise month-on-month [18] - Luoniushan's pig sales revenue increased by 13.57% year-on-year in November, despite a slight decline in monthly sales [19] - Tiankang Bio reported a 1.2% increase in pig sales revenue for November, with a year-to-date decline in total revenue [20] Group 7 - Huitai Medical plans to repurchase shares worth 200 million to 250 million yuan for employee stock ownership plans [21] - Financial Street's major shareholder increased its stake by 703,840 shares, raising its ownership to nearly 15% [22] - Shenzhou Information's major shareholder plans to reduce its stake by up to 3% [23] Group 8 - Yingpais plans to increase its stake in the company by 60 million to 120 million yuan within six months [24] - Jingu Co. intends to repurchase shares worth 30 million to 60 million yuan for employee stock ownership plans [25] - Songcheng Performing Arts plans to repurchase shares worth 100 million to 200 million yuan for capital reduction [26] Group 9 - Bai'ao Intelligent has pre-won contracts for projects totaling 27.5 million yuan, which is expected to positively impact future performance [27] - Heshun Electric has been awarded a procurement project from the State Grid worth 107 million yuan, representing nearly 25% of its projected revenue [28] - Jinggong Technology signed a sales contract worth 729 million yuan, accounting for 42.16% of its expected annual revenue [29] Group 10 - Zhongchao Holdings' subsidiary received an order for high-temperature alloy precision castings worth 51.56 million yuan [30] - Wanma Technology has pre-won multiple projects from the State Grid totaling 59.94 million yuan [31] - ST Weihai, in partnership with a construction institute, won a contract for a smart agriculture project worth 652 million yuan [32] - Chongqing Construction's subsidiary has secured a construction project worth 1.714 billion yuan [33]