格隆汇1月6日丨维峰电子(301328.SZ)在投资者互动平台表示，公司暂未布局脑机接口领域。 ...

（原标题：维峰电子(301328.SZ)：公司暂未布局航空航天领域） 格隆汇1月6日丨维峰电子(301328.SZ)在投资者互动平台表示，公司暂未布局航空航天领域。 ...

Core Viewpoint - The Dongguan Humen Town Cable Industry Cluster Development and Financial Integration Conference aims to promote high-quality development in the cable industry through various initiatives, including technology breakthroughs and the establishment of innovation alliances [1][4][13]. Group 1: Industry Recognition and Achievements - The Humen cable industry cluster has been awarded the title of "National Characteristic Industry Cluster for Small and Medium Enterprises," marking its entry into the national-level industry cluster [2]. - The cluster has over 120 large-scale enterprises and has nurtured 5 national "little giant" companies and 2 listed companies, with an industrial output value expected to exceed 15 billion yuan in 2024, showing an average annual growth rate of over 10% in the past three years [4]. Group 2: Development Goals and Action Plans - The Humen Town government has released a three-year action plan aiming for an industrial output value of over 30 billion yuan by the end of 2028 and over 50 billion yuan by 2030, with a focus on enhancing innovation capabilities and increasing R&D investment intensity to over 6% [5]. - The plan includes nurturing 10 national "specialized, refined, distinctive, and innovative" small giant enterprises and at least one industry champion, as well as cultivating 5 listed companies [5]. Group 3: Technology and Innovation Initiatives - The conference featured a signing ceremony for technology breakthrough projects addressing key industry challenges, including high-precision fluoropolymer foaming extrusion technology and picosecond welding technology [6][8]. - The average annual R&D expenditure intensity in the Humen cable industry cluster has reached 4.89% over the past three years, with 183 effective invention patents and 91 high-tech enterprises, providing a solid technical foundation for breakthroughs [8]. Group 4: Collaborative Innovation and Ecosystem Development - The establishment of the "Humen Cable Cluster Innovation Alliance" aims to integrate innovation resources and accelerate the transformation of achievements, focusing on strategic areas such as AI high-speed interconnection and humanoid robots [10]. - The alliance will enhance the flow and optimization of innovative elements, facilitating faster transitions from laboratory results to production lines, thereby injecting continuous momentum into industry upgrades [10]. Group 5: Infrastructure and Service Support - The Humen Town government has invested over 27 million yuan to build public service platforms and attract high-level service demonstration platforms and industry alliances to provide comprehensive services for enterprises [12]. - The ongoing construction of the "National Information Transmission Cable Industry Park" aims to meet the expansion needs of cluster enterprises and drive the industry chain towards high-end, intelligent, and green transformations [12].

Core Insights - The event "Future of Entertainment Strategic Upgrade and Ecological Partner Conference" was held in Hangzhou, co-hosted by Jinma Amusement, Lehua Entertainment, Weifeng Electronics, Beifeng Technology, and Maoxiao Bole [1] - A significant equity investment agreement was signed among the parties, forming a "super ecological alliance" that integrates amusement, entertainment, capital, technology, and industrial finance to boost the large-scale application of embodied intelligence technology [1] Group 1 - Jinma Amusement and Beifeng Technology, along with Maoxiao Bole, are collaborating to establish "Hangzhou Jinbei Electric Drive Technology Co., Ltd." to enhance the core technological barriers and market competitiveness of embodied intelligent products [1] - Jinma Amusement and Lehua Entertainment have further strengthened their strategic partnership by signing a cooperation agreement with Maoxiao Bole and Beifeng Technology to create "Hangzhou Jinle Cultural and Entertainment Technology Co., Ltd." [1] - The new company aims to integrate the business advantages of all parties in cultural tourism technology, entertainment IP, intelligent products, and channel resources, focusing on the research and application of embodied intelligent robots in cultural tourism and entertainment scenarios, as well as the production and promotion of trendy IP derivatives [1]

Core Insights - The conference titled "Future Strategy Upgrade and Ecological Partner Conference" was held in Hangzhou, focusing on the theme of "Opening New Intelligent Applications, Empowering New Scene Implementation" [1] - The event gathered government leaders, industry representatives, investment experts, and media to witness the birth of a new paradigm for ecological collaboration in the cultural and entertainment industry [1] Group 1: Industry Trends and Challenges - The rapid iteration of AI technology has led to a narrowing commercial path for single technologies and products, highlighting a key bottleneck for industry upgrades [2] - The true scarcity in the AI era is not the technology itself but the ability to create sustainable monetization systems, emphasizing the need for systemic integration of "culture × technology × scene" [2] - The core productivity has shifted from technological advantages to systemic advantages, necessitating cross-industry, cross-stage, and cross-regional integration capabilities as the core of competition [2] Group 2: Strategic Partnerships and Collaborations - A significant signing ceremony took place during the conference, marking the formal establishment of an ecological alliance [5] - The first signing involved a joint equity investment in Beifeng Technology, creating a comprehensive ecosystem that integrates cultural content, hardware, and capital [6] - The second signing established "Hangzhou Jinbei Electric Drive Technology Co., Ltd." to solidify core component technology barriers, leveraging Beifeng Technology's expertise in high-end motor localization and intelligent drive technology [10][12] - The third signing led to the formation of "Hangzhou Jinle Cultural Entertainment Technology Co., Ltd." to deepen resource integration in the cultural and entertainment sectors, focusing on the development of intelligent robots and IP derivative products [13] Group 3: Future Development and Innovations - The successful hosting of the ecological partner conference marks a significant milestone for the transformation and upgrading of the cultural and entertainment industry [15] - With the launch of two major R&D production bases, over a thousand intelligent robots are set to be delivered, covering various scenes such as theme parks and commercial districts [15] - The company aims to enhance its core technology in embodied intelligence and expand its product matrix to include more intelligent products suitable for diverse environments [17] - The ongoing collaboration will foster a more open, diverse, and intelligent new ecosystem in the cultural and entertainment sector, enhancing consumer experiences and injecting new vitality into high-quality industry development [17]

证券日报网讯 12月29日，维峰电子在互动平台回答投资者提问时表示，公司未披露产品通过海外知名 品牌企业验证的具体信息。 （文章来源：证券日报） ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 12月24日晚间，深圳市优必选科技股份有限公司披露公告称，拟以"协议转让+要约收购"的组合方式收 购浙江锋龙电气股份有限公司约43%股份。 从资本收购到舞台"出圈"，从政策加码到订单落地，人形机器人正以"火力全开"的姿态迈入发展快车 道。据IDC预测，2025年中国商用人形机器人出货量约5000台，到2030年将增长至近6万台，年复合增 长率超过95%。 萨摩耶云科技集团首席经济学家郑磊表示，当前，人形机器人已从"技术验证"进入到"小批量商用+场景 落地"的早期阶段，处于规模化前夜。 随着赛道热度攀升，产业链企业加速布局，上市公司接单动作频频。 例如，12月22日，维峰电子（广东）股份有限公司在投资者互动平台上表示，公司已有部分人形机器人 领域的相关订单。但人形机器人作为新兴赛道，当前行业整体处于技术突破与场景探索阶段，目前公司 相关业务正在逐步提升中。 江南模塑科技（维权）股份有限公司近日公告称，公司与国内某机器人公司签订了零部件采购框架协 议。本次订单的获得是双方战略合作的实质性落地举措，标志着该公司业务正式向人形机器人产业拓 展。 ...

Market Performance - The other electronic sector increased by 1.07% compared to the previous trading day, with Ruikeda leading the gains [1] - The Shanghai Composite Index closed at 3959.62, up 0.47%, while the Shenzhen Component Index closed at 13531.41, up 0.33% [1] Top Gainers - Ruikeda (688800) closed at 88.03, up 9.68%, with a trading volume of 222,700 shares and a transaction value of 1.964 billion [1] - Weifeng Electronics (301328) closed at 46.28, up 4.80%, with a trading volume of 29,300 shares and a transaction value of 133 million [1] - Ruineng Technology (603933) closed at 25.50, up 4.55%, with a trading volume of 203,500 shares and a transaction value of 511 million [1] Top Losers - Jingquan Technology (002885) closed at 27.53, down 3.23%, with a trading volume of 398,200 shares and a transaction value of 1.101 billion [2] - Fuxin Technology (688662) closed at 53.40, down 2.63%, with a trading volume of 60,400 shares and a transaction value of 324 million [2] - Keli Technology (002782) closed at 18.95, down 1.51%, with a trading volume of 117,700 shares and a transaction value of 222 million [2] Capital Flow - The other electronic sector experienced a net outflow of 756 million from institutional investors, while retail investors saw a net inflow of 847 million [2] - The data indicates that retail investors are actively participating in the market despite the overall net outflow from institutional and speculative funds [2][3] Individual Stock Capital Flow - Ruineng Technology (603933) had a net outflow of 34.77 million from institutional investors, while retail investors had a net outflow of 44.39 million [3] - Jiuzhiyang (300516) saw a net inflow of 27.72 million from institutional investors, but a net outflow of 45.69 million from retail investors [3] - ST Xinya (002388) had a net inflow of 3.65 million from institutional investors, with a net outflow of 1.85 million from retail investors [3]

Core Insights - Weifeng Electronics has seen a stock price increase of 5% as of December 25, reaching 46.37 CNY per share, with a total market capitalization of 5.096 billion CNY [1] - The company has experienced a cumulative increase of 5.12% over the past three days [1] Company Overview - Weifeng Electronics (Guangdong) Co., Ltd. was established on November 29, 2002, and went public on September 8, 2022 [1] - The company specializes in the research, design, production, and sales of industrial control connectors, automotive connectors, and new energy connectors [1] - The main revenue composition is 99.12% from electronic connectors and 0.88% from other sources [1] Shareholder Information - Dazhong Fund's Dazhong CSI 360 Internet + Index A (002236) is among the top ten circulating shareholders of Weifeng Electronics [2] - In the third quarter, Dazhong CSI 360 Internet + Index A reduced its holdings by 29,200 shares, maintaining 341,300 shares, which represents 0.68% of the circulating shares [2] - The fund has achieved a year-to-date return of 39.43%, ranking 1101 out of 4197 in its category [2]

Core Viewpoint - The company, Weifeng Electronics, has indicated that it may not directly supply Tesla but acts as a TIRE2 supplier, potentially connecting with TIRE1 suppliers that do [2]. Group 1: Company Operations - Weifeng Electronics confirmed its role as a TIRE2 supplier, stating it is uncertain if it has indirect involvement in Tesla's supply chain [2]. - The company’s connector products have been validated by multiple leading clients and are being delivered consistently [2]. - Future strategies include focusing on core technologies and product quality, optimizing product structure and service quality, and increasing both existing customer share and new customer acquisition to drive operational performance and enhance shareholder returns [2].