格隆汇12月10日丨维峰电子(301328.SZ)在投资者互动平台表示，公司有与部分中国台湾企业存在业务 合作，公司客户无明显的区域集中程度划分。 ...

证券日报网讯12月5日，维峰电子（301328）在互动平台回答投资者提问时表示，公司当前生产经营活 动正常有序，在手订单储备与客户需求节奏相匹配，产能利用率维持在合理水平。公司始终秉持以销定 产、动态调度的生产策略，结合各核心领域市场需求的差异化和周期性特征，持续优化生产资源配置， 确保交付效率和成本管控能力。具体业务数据请以公司定期报告披露的财务和经营信息为准。 ...

证券日报网讯 12月5日，维峰电子在互动平台回答投资者提问时表示，公司在人形机器人领域目前部分 产品已有订单，并积极布局，持续性地进行客户开发和导入。公司将持续深化与战略客户的协同研发， 加速场景落地。未来将结合昆山基地产能释放及高频高速技术优势，把握行业放量机遇。 （文章来源：证券日报） ...

维峰电子（301328.SZ）12月5日在投资者互动平台表示，公司在人形机器人领域目前部分产品已有订 单，并积极布局，持续性进行客户开发和导入。公司将持续深化与战略客户的协同研发，加速场景落 地。未来将结合昆山基地产能释放及高频高速技术优势，把握行业放量机遇。 （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：贵司有无持续获得人形机器人相关订单？ ...

每经AI快讯，有投资者在投资者互动平台提问：贵司产品可用于AI手机吗？ 维峰电子（301328.SZ）12月3日在投资者互动平台表示，公司尚未涉足上述领域。 （记者 胡玲） ...

格隆汇12月3日丨维峰电子(301328.SZ)在投资者互动平台表示，公司暂未涉足商业航天领域。 ...

Group 1: Core Insights - The report emphasizes that the AI wave is initiating a new cycle in intelligent manufacturing, shifting the investment focus from cyclical fluctuations to "new hard-core" assets that can define the future and support the AI trend [8][9]. - Human-shaped robots are highlighted as the ultimate embodiment of AI intelligence, expected to revolutionize labor liberation and serve as a universal platform for AI interaction with the physical world [9][10]. - The report identifies solid-state batteries as a key technology that will unlock performance ceilings for human-shaped robots and electric vehicles due to their high energy density and safety [9][10]. Group 2: Human-Shaped Robots - The human-shaped robot industry is transitioning from concept validation to commercialization, with companies that have developed product capabilities in key components likely to experience significant valuation increases [13][17]. - The investment strategy focuses on essential hardware components rather than single manufacturers due to the uncertainty in design solutions, creating unique investment opportunities [25][28]. - Key companies to watch in this sector include Xinjie Electric, Huichuan Technology, and Weichuang Electric, which are positioned to benefit from the growth in human-shaped robots [17][30]. Group 3: AI Equipment and Materials - The demand for AI-related infrastructure is surging, leading to significant growth in high-performance servers, GPUs, and advanced PCB requirements [32][36]. - The PCB specialized equipment market is expected to grow from $3.306 billion in 2020 to $4.111 billion in 2024, with a CAGR of 5.60% in China [32][34]. - Key players in the equipment sector include Dazhu CNC and Chip Quik, which are well-positioned to capitalize on the increasing demand for advanced PCB manufacturing [36][40]. Group 4: Solid-State Batteries - The solid-state battery industry is accelerating towards commercialization, with major manufacturers like CATL and Zhongxin Innovation targeting 2027 for small-scale production [9][10]. - The global solid-state battery equipment market is projected to reach ¥107.94 billion by 2030, indicating a significant capital expenditure cycle ahead [9][10]. - Companies such as Lead Intelligent and Hai Moxing are recommended for their potential to benefit from this new capital expenditure cycle [9][10]. Group 5: Controlled Nuclear Fusion - Controlled nuclear fusion is transitioning from experimental phases to industrialization, with significant advancements in research and increased capital investment driving the industry forward [9][10]. - The report suggests focusing on companies involved in nuclear fusion projects, such as Hangyang Co. and Shanghai Electric, which are positioned to gain from this emerging sector [9][10]. - The demand for energy solutions is expected to grow, making nuclear fusion a critical area for investment as it promises to provide sustainable energy sources [9][10]. Group 6: Engineering Machinery - The domestic engineering machinery market is recovering, with excavator sales showing a positive trend, while overseas demand is also increasing due to factors like housing construction and manufacturing sector recovery [6][9]. - Major projects in China, such as the Yaxi Water Conservancy Project and the Xinjiang-Tibet Railway, are expected to boost domestic machinery demand [6][9]. - Key companies in this sector include Sany Heavy Industry, XCMG, and Zoomlion, which are anticipated to benefit from both domestic recovery and international expansion [6][9].

Core Viewpoint - The company, Weifeng Electronics (301328.SZ), currently does not supply high-temperature connectors for firefighting robots [2] Group 1 - An investor inquired about the availability of high-temperature connectors for firefighting robots on the investor interaction platform [2] - Weifeng Electronics responded that they do not have connectors applicable to firefighting robots at this time [2]

格隆汇11月27日丨维峰电子(301328.SZ)在投资者互动平台表示，公司暂无连接器应用于消防机器人。 ...

格隆汇11月27日丨维峰电子(301328.SZ)在互动平台表示，公司暂无光纤连接器。 ...