抢着上"春晚"的除了明星，还有机器人。 上述科技感十足的机器人集体亮相，早已不只是一场单纯的视听表演，更成为资本市场观测具身智能产 业脉动的窗口。 《每日经济新闻》记者注意到，当机器人从实验室和工厂车间走向亿万家庭团聚的荧幕中心，其背后交 织的是一张由众多上市公司协同编织的生态网络。部分上市公司通过直接或间接股权投资，早已锚定机 器人赛道内的核心玩家，部分上市公司则以核心供应商或战略合作伙伴的身份深度嵌入其中。 这场"春晚集体秀"能否如2025年宇树科技一般，再次点燃一个产业的新周期？繁华喧嚣的"春晚"舞台之 下，产业真实的"温度"究竟如何？ 从一线企业的反馈中，大家可以窥见乐观预期之外更需冷静面对的现实。多家被市场视为"概念股"的上 市公司坦言，相关业务大多仍处于市场开拓、试样或小批量订单阶段，对公司当前业绩贡献甚微。 多家公司参与机器人领域 芯联集成（SH688469）旗下CVC（企业风险投资）平台芯联资本于2025年参与魔法原子战略融资，公 司与魔法原子存在战略合作关系。公告显示，芯联集成主要提供一站式芯片系统代工服务，在机器人应 用领域，公司用于机器人激光雷达的光源VCSEL（垂直腔面发射激光芯片）和 ...

格隆汇2月24日丨君逸数码(301172.SZ)在投资者互动平台表示，公司目前无机器狗太空采矿相关业务布 局，也未开展该领域相关项目。公司机器人相关研发聚焦智慧管廊等智慧城市场景，如管廊巡检机器人 主要用于地下综合管廊的运行监测与风险识别。 ...

格隆汇2月24日丨君逸数码(301172.SZ)在投资者互动平台表示，公司目前无机器狗太空采矿相关业务布 局，也未开展该领域相关项目。公司机器人相关研发聚焦智慧管廊等智慧城市场景，如管廊巡检机器人 主要用于地下综合管廊的运行监测与风险识别。 ...

继续坚定看好国产AI&海外发散： 继续坚定看好国产AI&海外发散： 1.国产算力：H和#海光信息，H主要看#华正新材，禾盛新材，IDC：#金开新能 2.存储： 雅克科技、帝科股份、开普云，闪迪美光7709 3.应用：#看好优刻得、首都在线、青云科技、中控技术、合合信息、真爱美家、德才股份（联系岚琪） 4.上游： 宏和科技、东材科技、延江股份 5.液冷： 飞龙股份、华光新材、江南新材 6.OCS：君逸数码（OCS上游透镜阵 ...

Group 1 - The 2026 CCTV Spring Festival Gala featured several robot manufacturers, showcasing the growing integration of robotics into mainstream entertainment and signaling potential investment opportunities in the embodied intelligence industry [1] - Companies like Magic Atom, Galaxy General, Yushu Technology, and Songyan Power are part of a collaborative ecosystem, with some firms investing in key players while others act as core suppliers or strategic partners [1] - Despite optimistic expectations, many companies identified as "concept stocks" reported that their robotics-related businesses are still in the market development phase, contributing minimally to current performance [1] Group 2 - ChipLink Integrated (688469.SH) has a strategic partnership with Magic Atom and is involved in the production of laser radar components for robotics, with mass production expected in Q1 2026 [2] - Xiaxia Precision (001306.SZ) has identified Magic Atom as a potential client and has developed precision gears and reducers for humanoid robots, with some products already supplied to well-known robotics companies [2] - Tianqi Co., Ltd. (002009.SZ) established a joint venture with Galaxy General to advance the application of embodied intelligence robots in industrial manufacturing, with both companies holding a 50% stake [3] Group 3 - Junyi Digital (301172.SZ) has formed a dual relationship with Galaxy General through equity investment and a partnership agreement to promote robotics in specific vertical industries [3] - Shoucheng Holdings (00697.HK) is a significant investor in Songyan Power and has supported multiple rounds of financing, focusing on the robotics sector [3] - Shengshi Technology (002990.SZ) signed a strategic cooperation agreement with Songyan Power to create a collaborative system across the entire value chain of research, production, and market [4] Group 4 - Companies like Weilan Lithium (002245.SZ) and Nasda (002180.SZ) have established supply relationships with Yushu Technology, contributing to the production of lithium batteries and other components [4][5] - The 2025 Spring Festival Gala showcased humanoid robots, leading to a surge in the robotics industry, but the sustainability of this growth remains uncertain [6] - Companies such as Hongchang Technology (301008.SZ) and Xiaxia Precision have expressed cautious optimism regarding market growth, noting that many clients are still in the sample and small-batch order stages [7] Group 5 - Green Harmonic (688017.SH) reported significant growth in its precision transmission device business, indicating a shift from research to small-scale production in the robotics sector [8] - Liard (300296.SZ) is involved in the embodied intelligence business, providing services to leading robotics manufacturers, although this segment currently represents a small portion of its overall revenue [8] - Meihu Co., Ltd. (603319.SH) is expanding into the embodied intelligence sector while maintaining its traditional automotive parts business, with new projects underway for major robotics clients [8]

Group 1 - The participation of robotics companies in the 2026 CCTV Spring Festival Gala highlights the growing integration of robotics into everyday life and the capital market's interest in the embodied intelligence industry [1] - Several listed companies have established strategic partnerships or investments in key players within the robotics sector, indicating a collaborative ecosystem [1][3] - Companies like ChipLink Integrated and Summer Precision are actively developing products for humanoid robots, with some already achieving mass production [3][4] Group 2 - Tianqi Co. and Galaxy General have formed a joint venture to promote the application of embodied intelligent robots in industrial manufacturing, particularly in automotive and new energy sectors [4] - Junyi Digital has established a dual relationship with Galaxy General, involving both capital investment and a partnership for market promotion in specific verticals [4] - Companies such as Shicheng Holdings are heavily investing in the robotics sector, supporting multiple core enterprises through various funds [4][5] Group 3 - The 2025 Spring Festival Gala showcased humanoid robots, which previously led to rapid growth in the robotics industry, raising questions about whether this year's event can reignite similar enthusiasm [6] - Companies like Hongchang Technology and Xiaxia Precision express cautious optimism about the market potential for humanoid robots, noting that many are still in the early stages of development and order fulfillment [7][8] - Green Harmonic and Liyade are also exploring opportunities in the embodied intelligence sector, with varying degrees of revenue contribution from these initiatives [9][10]

Group 1 - The company, Junyi Digital (301172), engaged in discussions with 17 institutions regarding the extension of its smart city business into AI and optical fields, with a reported order backlog of approximately 985 million yuan as of June 30, 2025 [2] - A major shareholder, Chengdu Gaotou Venture Capital Co., Ltd., reduced its stake by 1.00% (172,480 shares) due to funding needs, decreasing its total holding from 13.98% to 12.98% [3] - The company's stock price increased by 12.20% to 29.28 yuan per share on February 9, 2026, with a net inflow of 44.96 million yuan from main funds [4]

Group 1 - The core viewpoint of the article highlights Junyi Digital's focus on optical communication-related business, particularly in developing core optical products such as micro-lens arrays and high-precision optical components [2] - The company emphasizes that these products are intended for use in signal collimation and regulation in optical modules and optical transmission equipment [2] - Junyi Digital commits to disclosing any business developments that meet information disclosure standards in accordance with regulations [2]

广发创业板指数增强A（025195）成立日期2025年9月2日，最新规模6.12亿。今年以来收益3.88%，同 类排名3329/5569；成立以来收益15.79%。 广发创业板指数增强A（025195）基金经理为孙迪。 截至发稿，孙迪累计任职时间8年61天，现任基金资产总规模47.85亿元，任职期间最佳基金回报 234.15%， 任职期间最差基金回报-46.52%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 资料显示，四川君逸数码科技股份有限公司位于中国(四川)自由贸易试验区成都高新区天府三街288号1 号楼12层,13层2-7号，成立日期2002年5月16日，上市日期2023年7月26日，公司主营业务涉及为智慧城 市领域客户提供系统集成服务、运维服务和自研产品销售等产品和服务。主营业务收入构成为：智慧城 市信息系统集成93.45%，设计、研发和技术服务4.51%，金融安防1.71%，运维0.33%，其他( ...

证券代码：301172 证券简称：君逸数码 公告编号：2026-006 四川君逸数码科技股份有限公司 关于与专业投资机构共同投资产业基金的进展公告 本公司及董事会全体成员保证信息披露内容真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 一、对外投资概述 四川君逸数码科技股份有限公司（以下简称"公司"）于 2026 年 1 月 5 日 与电科策源技术发展（北京）有限公司及其他有限合伙人签署了《常州市成电明 德创业投资合伙企业（有限合伙）合伙协议》，共同投资常州市成电明德创业投 资合伙企业（有限合伙）（以下简称"产业基金"），公司作为有限合伙人拟以 自有资金认缴出资 3,000 万元人民币。具体内容详见公司于 2026 年 1 月 5 日刊 载在巨潮资讯网（http://www.cninfo.com.cn）的《关于与专业投资机构共同投资 产业基金的公告》（公告编号：2026-001）。 2026 年 1 月，产业基金已在中国证券投资基金业协会完成了备案手续，并 取得了《私募投资基金备案证明》。此外，经产业基金合伙人会议决议，原有限 合伙人湖南成电乾元创业投资基金合伙企业（有限合伙）将所持有的全部认缴合 伙 ...