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]

Group 1 - The company, Weifeng Electronics (301328.SZ), stated on the investor interaction platform that it currently has no connectors applied in firefighting robots [1]

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。 ...

（文章来源：证券日报） 证券日报网讯维峰电子11月26日在互动平台回答投资者提问时表示，根据信息披露相关规定，公司在定 期报告中披露对应时点的股东户数。 ...

证券日报网讯 维峰电子11月26日在互动平台回答投资者提问时表示，住友、广濑、JAE等均为可对标的 日本连接器生产商。公司高度重视产品研发与精密制造，持续推动产品创新与市场拓展，夯实核心竞争 力，聚力推动并实现高端精密连接器国产化替代。 （编辑 袁冠琳） ...

每经AI快讯，有投资者在投资者互动平台提问：公司在卫星导航领域有涉足布局吗？ 维峰电子（301328.SZ）11月26日在投资者互动平台表示，公司暂未涉足卫星导航领域。 （文章来源：每日经济新闻） ...

（文章来源：证券日报） 证券日报网讯维峰电子11月25日在互动平台回答投资者提问时表示，公司泰国基地正在建设中，预期明 年投产。 ...