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万马科技:公司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
Mei Ri Jing Ji Xin Wen· 2025-12-10 07:15
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) ...
万马科技:已与多家机器人、机器狗公司合作!机器人ETF(562500) 盘中走出“V”型修复,交投持续活跃
Mei Ri Jing Ji Xin Wen· 2025-12-10 02:35
Group 1 - The core viewpoint of the news highlights the performance of the Robot ETF (562500), which experienced a slight decline of 0.10% but showed a strong "V" shape reversal after hitting a low point in early trading, indicating resilience in the market [1] - The leading stock in the ETF, Jingye Intelligent, surged by 5.20%, while the heavyweight stock, Huichuan Technology, rose by 2.32%, and other stocks like Julun Intelligent and Weichuang Electric also saw gains of over 1% [1] - The trading volume during the session reached 272 million yuan, reflecting a high level of market activity [1] Group 2 - Guojin Securities stated that embodied intelligence is the strongest application of AI, with humanoid robots being a key direction within this field [2] - The ROBO+ track, representing the electrification trend, is expected to reshape the entire automotive industry chain, becoming a significant industrial trend [2] - The Robot ETF (562500) is the only robot-themed ETF in the market with a scale exceeding 20 billion, covering various segments such as humanoid robots, industrial robots, and service robots, thus facilitating investors' access to the entire robot industry chain [2]
万马科技(300698.SZ):暂无在太空算力领域的业务布局
Ge Long Hui· 2025-12-10 01:09
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。 ...
万马科技(300698.SZ):光通信产品主要包含光缆配线架等
Ge Long Hui· 2025-12-10 01:09
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。 ...
万马科技(300698.SZ):在Robotaxi领域,目前已与百度阿波罗等厂商达成合作
Ge Long Hui· 2025-12-10 01:09
Group 1 - The core viewpoint of the article is that the autonomous driving industry is entering a stage of commercialization, positively impacting the company's vehicle networking and autonomous driving-related businesses [1] Group 2 - In the Robotaxi sector, the company has established partnerships with Baidu Apollo, Hello, and Cao Cao Mobility [1] - In the Robovan sector, the company has formed collaborations with Jiushi and Zhixingzhe [1] - The company's profitability will depend on various factors, including market changes and business strategies, and it will continue to monitor market dynamics to enhance profitability [1]
万马科技:公司可为客户提供卫星服务解决方案,相关业务尚处于前期探索阶段,暂未产生经营业绩
Mei Ri Jing Ji Xin Wen· 2025-12-10 00:56
Group 1 - The company is actively focusing on the development of satellite communication standards related to commercial aerospace and satellite internet [2] - The company can provide satellite service solutions applicable to automotive scenarios, indicating a potential market for satellite communication in vehicles [2] - Currently, the related business is in the early exploration stage and has not yet generated operational performance [2]
万马科技:今年已落地了银行的数据中心项目,暂未涉及其他领域
Mei Ri Jing Ji Xin Wen· 2025-12-10 00:56
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? ...
万马科技:在Robotaxi领域,公司已与哈啰、曹操出行等厂商达成合作
Mei Ri Jing Ji Xin Wen· 2025-12-10 00:51
Group 1 - The core viewpoint of the article is that the autonomous driving industry is entering a phase of commercialization, which positively impacts the company's connected vehicle and autonomous driving-related businesses [1] - The company has established partnerships in the Robotaxi sector with Baidu Apollo, Hello, and Cao Cao Mobility, and in the Robovan sector with Jiushi and Zhixingzhe [1] - The specific profitability situation will depend on various factors, including market changes and the company's operational strategies, and the company will continue to monitor market dynamics to enhance profitability [1]
公告精选︱兴福电子:拟投资4.8亿元建设4万吨/年电子级磷酸项目;龙洲股份:不涉及商业航天相关业务
Sou Hu Cai Jing· 2025-12-09 14:28
| | | 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 ...
A股公告精选 | 隆基绿能(601012.SH):终止境外发行全球存托凭证事项
智通财经网· 2025-12-09 12:18
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]