证券日报网讯12月11日，唯科科技（301196）在互动平台回答投资者提问时表示，截至2025年12月10 日，公司股东总户数为18779户。 ...

唯科科技（301196.SZ）12月11日在投资者互动平台表示，公司在光通讯领域的产品主要有MPO光纤连 接头零部件和适配器、通讯基站塑料壳体、入户光纤设备壳体、光缆通讯壳体、光纤接入盒和接入终端 等产品。 （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：尊敬的董秘，您好，MPO连接器是高速光模块的关键 部件，请问贵公司在光通信领域能供应什么产品？ ...

Core Insights - The key focus for 2026 in the humanoid robot industry is on scaling production, with significant orders already placed by major manufacturers like UBTECH, which has reached 1.3 billion CNY in orders for humanoid robots in 2025 [4][51] - The report emphasizes three main lines of focus: the certainty premium of the T-chain (screw + reducer), new technological changes in the T-chain (dexterous hands + new motor technologies), and the valuation uplift of major manufacturers as they enter mass delivery phases [4][13][35] Market Review - The report highlights that since 2022, the underlying logic of each major market rally has been product advancements, with the humanoid robot sector attracting increasing attention and investment [21][22] - In 2023, market leadership has shifted based on marginal changes, with different segments leading at various times, such as sensors and lightweight designs [24][27] Major Manufacturers - Tesla is identified as the industry benchmark, with its technological changes directly influencing domestic solutions. The anticipated release of the Optimus V3 in Q1 2026 is expected to significantly impact production capabilities [35][36] - Figure has launched its third-generation robot, Figure 03, which is designed for household applications and aims for mass production of 100,000 units over the next four years [39][41] - Xiaopeng has set a target for mass production of its IRON robot by the end of 2026, emphasizing its dual capabilities in R&D and manufacturing [45][49] Supply Chain Dynamics - The report discusses the clarity in the supply chain for screws and reducers, with a focus on the planetary roller screw as a core component for humanoid robots, which is expected to see increased demand [57][62] - New technologies such as GaN (Gallium Nitride) are highlighted as significant advancements that could enhance efficiency and reduce heat generation in humanoid robots [13][18] Investment Recommendations - The report suggests a focus on companies like Hengli Hydraulic and Zhejiang Rongtai for screws and reducers, and recommends attention to companies involved in dexterous hands and sensors, such as Ampelron and Jinghua New Materials [4][13] - The anticipated listing of major manufacturers like Yushun and Zhiyuan in 2026 is expected to drive valuation changes similar to those seen in the electric vehicle sector [4][13]

格隆汇12月10日丨唯科科技(301196.SZ)在投资者互动平台表示，公司MT插芯产品已送样，目前正处于 客户的验证当中。 ...

格隆汇12月10日丨唯科科技(301196.SZ)在互动平台表示，公司有生产应用于机器人的电机包胶产品。 ...

格隆汇12月10日丨唯科科技(301196.SZ)在互动平台表示，公司MPO光纤连接头零部件和适配器等均已 实现小批量出货且销售正在爬坡之中。 ...

格隆汇12月10日丨唯科科技(301196.SZ)在互动平台表示，公司与丹麦电脑液冷系统知名企业ASETEK合 作开发的游戏电脑水冷散热器已实现批量销售。 ...

Core Viewpoint - Weike Technology has established long-term partnerships with renowned companies in the field of frameless motors, including Nidec, Kollmorgen, and THOMSON LINEAR, supplying various products such as robot motor insulation end caps, gear motors, and housings, which utilize PET reinforced materials with excellent mechanical properties and high melting points [1] Group 1: Partnerships and Collaborations - The company collaborates with global transmission enterprises like DANFOSS and Linak to develop self-lubricating PEEK T-screws and PPS screws [1] - A partnership with Danish computer liquid cooling system company Asetek has led to the development of core injection-molded components for racing AI simulation cockpits and gaming computer water cooling radiators, all of which have achieved mass production [1] Group 2: Product Characteristics - The products supplied by Weike Technology are characterized by good mechanical performance, scratch resistance, corrosion resistance, excellent insulation, and high melting points, aligning with the trend of lightweight materials replacing steel [1]

Core Viewpoint - Weike Technology (301196.SZ) has established long-term partnerships with renowned global companies in the field of motor technology and robotics, focusing on the supply of advanced materials and components for various applications [2] Group 1: Partnerships and Collaborations - The company collaborates with well-known global companies such as Nidec, Kollmorgen, and Thomson Linear, supplying products like robot motor insulation ends, gear motors, and housings [2] - Weike Technology also partners with leading transmission companies like Danfoss and Linak to develop self-lubricating PEEK materials for T-type screws and PPS screws [2] - Additionally, the company works with Asetek, a Danish company known for liquid cooling systems, to develop core injection-molded components for racing AI simulation cockpits and gaming computer water cooling systems [2] Group 2: Product Characteristics - The products supplied by Weike Technology utilize PET reinforced materials, which exhibit excellent mechanical properties, scratch resistance, corrosion resistance, good insulation, and high melting points [2] - These products align with the trend of lightweighting through the substitution of plastic for steel [2] - The aforementioned products have already achieved mass production and sales [2]

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Insights - The humanoid robot sector continues to rebound, entering an upward channel, with the core company index rising by 5.54%, outperforming the broader market [12][11] - Multiple factors contributed to the unexpected strength of the rebound, including prior adjustments in the sector, advancements in Tesla's Optimus robot, and anticipated supportive policies from the U.S. government [4][12] - The year 2026 is projected to be a milestone for humanoid robot mass production, with significant catalysts expected [4][40] Summary by Sections Humanoid Robot Sector Performance - The humanoid robot sector index and leading stocks have shown a continued rebound, with the core company index increasing by 5.54% during the week of December 1 to December 5, 2025 [12][11] - The top five performers included Hengli Hydraulic (+11.53%), Siling Co. (+10.07%), and Wuzhou Xinchun (+9.24%) [12][14] Optimus Robot Development - Tesla's Optimus robot is progressing towards mass production, with recent demonstrations showcasing its running capabilities, achieving speeds of 2.5-3 m/s [5][16] - The U.S. government is expected to introduce supportive policies for the robot industry, which may accelerate development and enhance market confidence [31][33] - The domestic industrialization process is also speeding up, with leading companies preparing for capital market entry [34][38] Investment Opportunities - Key investment opportunities are identified in the supply chain, including components such as head assemblies, bearings, and structural parts [27][30] - Specific companies recommended for investment include Lens Technology, Minth Group, and Wuzhou Xinchun, among others [6][30] - The report emphasizes the importance of technological upgrades and supply chain integration to support mass production [27][30]