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人形机器人产业热度攀升 多只概念股获机构看好
Zheng Quan Shi Bao· 2026-01-06 18:16
Group 1 - The 2026 International Consumer Electronics Show (CES 2026) in Las Vegas showcases advancements in humanoid robots from companies like Boston Dynamics and UTree Technology, with major tech firms launching next-generation humanoid robots [1] - Qualcomm introduced a next-generation robotics architecture that integrates hardware, software, and composite AI, along with a new high-performance robotics processor aimed at industrial AMRs and full-sized humanoid robots [1] - Hyundai Motor Group's Boston Dynamics presented a mass-production version of the Atlas humanoid robot, with plans to integrate it into a global network for real-world tasks starting in 2028 [1] Group 2 - Domestic companies are accelerating their entry into the humanoid robot sector through mergers, fundraising, and strategic collaborations, covering the entire industry chain from core components to applications [2] - By 2025, several humanoid robot manufacturers, including UTree Technology and UBTECH, are expected to achieve mass production, with more companies expanding capacity in 2026 [2] - Tesla is projected to produce between 50,000 to 100,000 humanoid robots in 2026, marking the industry’s transition into a phase of mass production and commercial exploration [2] Group 3 - The humanoid robot market is expected to reach $5 trillion by 2050, with a deployment of 1 billion units, indicating significant market potential that attracts automotive companies [3] - There are 31 humanoid robot concept stocks predicted to have a net profit growth rate exceeding 20% in 2026 and 2027, according to consensus from five or more institutions [3] - Stocks with over 30% upside potential include Zhiwei Intelligent, Softcom Power, Zhenyu Technology, Leisai Intelligent, and Xiangxin Technology, with Zhiwei Intelligent having the highest upside at 43.6% [3] Group 4 - As of January 6, five stocks have a rolling P/E ratio below 40, including Huqin Technology, Jihong Co., Tuobang Co., Dechang Co., and Jiechang Drive [4] - Huqin Technology has the lowest rolling P/E ratio at 24.25, with expectations of continued revenue growth in data business and optimization of product structure [4]
人形机器人火爆出圈,高增长潜力股名单揭晓
Group 1 - Humanoid robots are emerging as a highly promising frontier in technology, attracting attention from global tech giants and investors [1] - The 2026 CES will showcase a significant number of humanoid robots, with companies like Boston Dynamics and others presenting their latest advancements [2] - The CEO of Creative Strategies highlighted that the CES will feature a surge in humanoid robots, particularly from China, indicating a robust ecosystem [2] Group 2 - Hyundai Motor Group announced that Boston Dynamics will showcase a mass-produced version of the Atlas humanoid robot at CES 2026, aiming to integrate it into their global network for practical tasks [3] - The humanoid robot industry is entering a mass production phase, with several companies expected to achieve production milestones by 2025 and 2026 [4] - Tesla is projected to produce between 50,000 to 100,000 humanoid robots by 2026, marking the industry’s transition into a phase of mass production and commercial exploration [4] Group 3 - A significant number of A-share market stocks are positioned within the humanoid robot industry, with 31 stocks expected to see net profit growth exceeding 20% in 2026 and 2027 [5] - Stocks such as Zhimi Intelligent and Softcom Power are identified as having substantial upside potential, with predicted price increases exceeding 30% [5] - Zhimi Intelligent leads with a projected upside of 46.17%, focusing on embodied intelligence and various robotic applications [5][6] Group 4 - The rolling P/E ratio for Huqin Technology is noted to be the lowest at 24.3 times, with expectations of continued revenue growth in AI and server sectors [6] - The report indicates that the humanoid robot market is expected to reach a size of $5 trillion by 2050, with a deployment of 1 billion units, suggesting a significant market opportunity [4]
每周股票复盘:软通动力(301236)定增获证监会注册批复
Sou Hu Cai Jing· 2026-01-02 18:26
Group 1 - The core stock price of Softcom Power (301236) closed at 47.43 yuan as of December 31, 2025, reflecting a 1.63% increase from the previous week's 46.67 yuan [1] - The highest intraday price reached 49.26 yuan and the lowest was 47.09 yuan on December 29, 2025 [1] - The current total market capitalization of Softcom Power is 45.198 billion yuan, ranking 5th out of 119 in the IT services sector and 408th out of 5181 in the A-share market [1] Group 2 - Softcom Power plans to raise a total of no more than 334.83203 million yuan through a private placement of shares, aimed at funding several smart manufacturing and computing power projects [2][3] - The issuance has been approved by the Shenzhen Stock Exchange and is pending registration with the China Securities Regulatory Commission (CSRC) [2] - The CSRC has issued a registration approval for the private placement, which is valid for 12 months from the date of approval [2]
子公司软通天枢获8000万战略增资 软通动力智能工业布局再提速
Quan Jing Wang· 2025-12-31 01:47
Core Insights - Softcom Power's subsidiary, Softcom Tian Shu, successfully raised 80 million yuan by introducing three strategic investors, adjusting Softcom Power's ownership from 85% to 70.83% while maintaining control over Softcom Tian Shu [1] - Softcom Tian Shu focuses on the intelligent industrial sector, emphasizing "software-defined, hardware-software collaboration" and has developed core product matrices in embodied intelligence, intelligent terminal robots, digital twins, and industrial simulation [1][2] - The company aims to transition the industrial sector from "point intelligence" to "full autonomy," providing essential support for industrial upgrades through continuous innovation in intelligent industrial robots [1] Intelligent Terminal Robots - Softcom Tian Shu has launched several intelligent terminal robots, including the measurement and laying robot, corridor inspection robot, and surveying and mapping robot, which are applicable in various industries such as power, emergency, municipal, and petrochemical [1] - The measurement and laying robot (C1) increases efficiency by 400%, the corridor inspection robot (G1) enhances efficiency by 60%, and the surveying and mapping robot (K1) reduces the work cycle by 50% [1] Digital Twin and Industrial Simulation - The core function of the Digital Twin Platform 4.0 is to create virtual digital models for factories and production lines, allowing companies to simulate and optimize production layouts and processes before actual production [2] - The new industrial simulation product system is designed for industries like automotive and machinery, enabling virtual testing and optimization of product designs and manufacturing processes, helping companies identify issues and improve efficiency before actual investment [2] Strategic Investment and Future Plans - The strategic investment from Nanjing Zhitu, a professional industry investor in infrastructure and municipal sectors, is expected to facilitate the rapid penetration of Softcom Tian Shu's core products into downstream application scenarios [2] - The funding from this investment will be primarily used for technological innovation, product structure improvement, and capacity expansion, further strengthening Softcom Tian Shu's competitive advantage in the intelligent industrial sector [2]
软通动力(301236)披露向特定对象发行股票获证监会注册批复,12月30日股价下跌0.87%
Sou Hu Cai Jing· 2025-12-30 09:52
Group 1 - The core point of the article is that Softcom Power (301236) has received approval from the China Securities Regulatory Commission (CSRC) for a specific stock issuance to designated investors, which is valid for 12 months from the date of approval [1] - As of December 30, 2025, Softcom Power's stock closed at 47.84 yuan, down 0.87% from the previous trading day, with a total market capitalization of 45.589 billion yuan [1] - The stock opened at 47.88 yuan, reached a high of 48.45 yuan, and a low of 47.66 yuan, with a trading volume of 7.76 billion yuan and a turnover rate of 2.06% [1] Group 2 - The company is required to strictly follow the issuance plan and disclosure obligations as per the documents submitted to the Shenzhen Stock Exchange [1] - The board of directors will handle the issuance matters within the stipulated timeframe and report any significant events to the Shenzhen Stock Exchange as required [1]
软通动力:软通动力“出海 2.0”战略已全面启动
Zheng Quan Ri Bao· 2025-12-30 09:41
Group 1 - The core strategy "Going Global 2.0" has been fully launched by the company, focusing on four major regional markets: Southeast Asia, Japan, the Middle East, and North America [2] - The company offers a comprehensive one-stop service that includes digital transformation consulting, hardware products, and industry solutions, catering to the specific needs of overseas markets [2] - The company plans to enhance its local operational capabilities and strengthen its global layout by establishing a Hong Kong operation center and improving its overseas legal and tax support system [2] Group 2 - The company successfully secured a procurement project for 100,000 laptops in Pakistan, showcasing its global supply chain integration capabilities and unique advantages in localized services [2] - The new brand "iSoftStone Digital" will be officially launched in overseas markets on July 3, 2025, reflecting a refreshed image [2]
数字人民币迎来“升级” 7只概念股获主力资金抢筹
Zheng Quan Shi Bao· 2025-12-29 18:50
Group 1 - The People's Bank of China will implement a new action plan for the management and service system of digital RMB, with a new framework and ecosystem set to launch on January 1, 2026, marking an upgrade from digital cash to digital deposit currency [1] - As of November 2025, digital RMB has processed 3.48 billion transactions with a total transaction amount of 16.7 trillion yuan, and 230 million personal wallets have been opened through the digital RMB app [1] - The digital RMB concept stocks saw a collective rise on December 29, with notable increases in stocks such as Hengbao Co., Ltd. and Lakala, which rose by 8.31% and 12.57% respectively [1] Group 2 - Seven concept stocks received over 1 billion yuan in net inflows on December 29, with Lakala leading at 371 million yuan [2] - The application scenarios for digital RMB are expanding rapidly from personal consumption to industrial finance, cross-border trade, and public services [2] - The digital RMB is being integrated into various innovative applications, including debt settlement in Hunan and financial products in the poultry industry by Postal Savings Bank [2] Group 3 - Guotai Junan Securities believes that digital RMB will accelerate penetration across the supply chain, with significant growth potential in banking IT and fintech sectors [3] - A total of 64 A-share companies are involved in digital RMB-related businesses, with the computer industry having the highest representation at 43 companies [3] - Eight concept stocks have been heavily favored by institutional investors, with a total market value of 2.939 billion yuan held by social security funds and pension funds [3] Group 4 - Unisoc's third-quarter report indicates that social security funds have newly entered as major shareholders, with a combined holding value of 1.89 billion yuan [4] - The company has made technological advancements in hardware related to digital currency and stablecoins, achieving market results in the digital RMB wallet sector [4] - Eight stocks received significant foreign investment, with a total holding value of 536 million yuan, indicating strong interest from QFII [4]
软通动力:向特定对象发行股票申请获证监会同意注册批复
Sou Hu Cai Jing· 2025-12-29 10:52
Group 1 - The company, Softstone Information Technology (Group) Co., Ltd., has received approval from the China Securities Regulatory Commission for its application to issue stocks to specific investors [1] - The approval is valid for 12 months from the date of registration and must be executed in accordance with the submitted documents and issuance plan to the Shenzhen Stock Exchange [1] - The company's board of directors is responsible for handling the stock issuance matters within the specified timeframe and must fulfill information disclosure obligations [1] Group 2 - The company is required to report any significant events to the Shenzhen Stock Exchange before the completion of the stock issuance [1] - Investors are advised to pay attention to investment risks associated with this stock issuance [1]
软通动力(301236) - 软通动力信息技术(集团)股份有限公司2025年度向特定对象发行股票募集说明书(注册稿)
2025-12-29 10:26
证券简称:软通动力 证券代码:301236 软通动力信息技术(集团)股份有限公司 iSoftStone Information Technology(Group)Co., Ltd. (北京市海淀区西北旺东路 10 号院东区 16 号楼 5 层 502) 2025 年度向特定对象发行股票 募集说明书 (注册稿) 保荐人(主承销商) 二〇二五年十一月 软通动力信息技术(集团)股份有限公司 募集说明书(注册稿) 声 明 本公司及全体董事、监事、高级管理人员承诺募集说明书及其他信息披露资 料不存在任何虚假记载、误导性陈述或重大遗漏,并对其真实性、准确性及完整 性承担相应的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)保证 募集说明书中财务会计报告真实、准确、完整。 证券监督管理机构及其他政府部门对本次发行所作的任何决定或意见,均不 表明其对发行人所发行证券的价值或投资者的收益作出实质性判断或者保证。任 何与之相反的声明均属虚假不实陈述。 根据《证券法》的规定,证券依法发行后,发行人经营与收益的变化,由发 行人自行负责。投资者自主判断发行人的投资价值,自主作出投资决策,自行承 担证券依法发行 ...
软通动力(301236) - 关于向特定对象发行股票申请获得中国证券监督管理委员会同意注册批复的公告
2025-12-29 10:26
证券代码:301236 证券简称:软通动力 公告编号:2025-113 软通动力信息技术(集团)股份有限公司 关于向特定对象发行股票申请获得中国证券监督管理委员会 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、误导性陈述或重大遗漏。 同意注册批复的公告 软通动力信息技术(集团)股份有限公司(以下简称"公司")于近日收到中 国证券监督管理委员会(以下简称"中国证监会")出具的《关于同意软通动力 信息技术(集团)股份有限公司向特定对象发行股票注册的批复》(证监许可〔2025〕 2907 号),批复的主要内容如下: 软通动力信息技术(集团)股份有限公司 董 事 会 2025 年 12 月 29 日 四、自同意注册之日起至本次发行结束前,你公司如发生重大事项,应及时 报告深圳证券交易所并按有关规定处理。 公司董事会将根据上述文件和相关法律法规的要求及公司股东大会的授权, 在规定期限内办理本次向特定对象发行股票相关事宜,并及时履行信息披露义务。 敬请广大投资者注意投资风险。 特此公告。 一、同意你公司向特定对象发行股票的注册申请。 二、你公司本次发行应严格按照报送深圳证券交易所的申报文件和发 ...