证券日报网讯12月30日，达利凯普（301566）在互动平台回答投资者提问时表示，截至2025年12月19日 收盘，公司股东总户数为24239户。关于2025年12月31日的股东户数，届时请关注《2025年年度报 告》。 ...

Core Viewpoint - The robotics sector is experiencing a resurgence, driven by potential government support and significant developments in humanoid robot production, particularly by Tesla's Optimus project [2][3][11]. Group 1: Market Activity - On December 30, the robotics sector saw a significant rally, with stocks like Tianming Technology hitting a 30% limit up, and 18 stocks rising over 10% [1][7]. - The sudden surge in the robotics sector indicates a return of market interest and activity [2][8]. Group 2: Government Support - The U.S. government, under the Trump administration, is considering an executive order on robotics to be released in 2026, signaling a strategic shift towards robotics following AI [3][9]. - The U.S. Department of Transportation plans to establish a robotics working group by the end of the year, emphasizing the importance of robotics and advanced manufacturing in bringing production back to the U.S. [3][9]. Group 3: Industry Developments - Tesla's third-generation humanoid robot (Gen3) is approaching mass production, with significant advancements in its capabilities, including improved movement control [5][11]. - The production path for Gen3 is becoming clearer, with a target for large-scale production set for 2026, focusing on overcoming key technical challenges [5][11]. Group 4: Industry Growth Metrics - According to Zhongyuan Securities, China's industrial robot production is on the rise, with a reported 20.6% year-on-year increase in November 2025, and a cumulative production of 673,800 units from January to November, reflecting a 29.2% increase [4][10]. - The robotics industry is emerging from a three-year adjustment period, with signs of recovery and accelerating growth [4][10]. Group 5: Investment Opportunities - As the industry approaches mass production, the value creation is concentrated in upstream core components, which can account for nearly 70% of the value [6][12]. - Key areas for investment include precision manufacturing and integration of components like motors, reducers, and screws, which are critical for cost reduction and efficiency [6][12]. - Technologies related to dexterous hands, six-dimensional force sensors, and 3D vision sensors are also gaining market interest as they represent the next generation of hardware innovation [6][12].

Industry Overview - The chemical sector's overall performance ranked 7th this week (2025/12/22-2025/12/26) with a fluctuation of 4.23%, outperforming the Shanghai Composite Index by 2.35 percentage points and the ChiNext Index by 0.34 percentage points [1] - The chemical industry is expected to continue its differentiated trend in 2025, with a focus on synthetic biology, pesticides, chromatography media, sweeteners, vitamins, light hydrocarbon chemicals, COC polymers, and MDI [1] Synthetic Biology - The arrival of a pivotal moment in synthetic biology is anticipated, driven by the adjustment of energy structures, which may disrupt fossil-based materials and favor low-energy products [1] - Traditional chemical companies are expected to compete based on energy consumption and carbon tax costs, with successful firms leveraging green energy alternatives and integrated advantages to reduce costs [1] - The demand for bio-based materials is projected to surge, leading to potential profitability and valuation increases for leading companies in the synthetic biology sector, such as Kasei Bio and Huaheng Bio [1] Refrigerants - The implementation of quota policies is expected to usher in a high-growth cycle for third-generation refrigerants, with supply entering a "quota + continuous reduction" phase starting in 2024 [2] - The demand for refrigerants is anticipated to grow steadily due to the development of heat pumps, cold chain markets, and the expansion of the air conditioning market in Southeast Asia [2] - Companies with a high quota share, such as Juhua Co., Sanmei Co., Haohua Technology, and Yonghe Co., are expected to benefit significantly from this trend [2] Electronic Specialty Gases - Electronic specialty gases are critical to the electronics industry and represent a core component of domestic industrial chain localization [2] - The domestic market faces a contradiction between rapid upgrades in wafer manufacturing and insufficient high-end electronic specialty gas capacity, presenting significant domestic substitution opportunities [2] - Key players like Jinhong Gas, Huate Gas, and China Shipbuilding Gas are positioned to capitalize on the growing demand driven by integrated circuits, panels, and photovoltaics [2] Light Hydrocarbon Chemicals - The trend towards light raw materials in the global olefin industry is becoming increasingly significant, with a shift from heavy naphtha to lighter low-carbon alkanes like ethane and propane [3] - Light hydrocarbon chemicals are characterized by low carbon emissions, low energy consumption, and low water usage, aligning with global carbon neutrality goals [3] - Companies in the light hydrocarbon sector, such as Satellite Chemical, are expected to see a revaluation of their value as this trend continues [3] COC Polymers - The industrialization process of COC/COP (cyclic olefin copolymer) is accelerating in China, driven by domestic companies achieving breakthroughs and the shift of downstream industries to domestic sources [4] - COC/COP materials are increasingly used in various applications, including mobile camera lenses and medical packaging, with a focus on high-end applications [4] - Companies like Acolyte are recommended for their potential in the COC polymer production segment [4] Potash Fertilizers - Potash fertilizer prices are expected to rebound as the industry enters a destocking cycle, with supply constraints due to Canpotex withdrawing new quotes and Nutrien announcing production cuts [5] - The demand for potash fertilizers is likely to increase as farmers respond to rising grain prices, leading to a potential reversal in potash prices [5] - Leading companies in the potash sector, such as Yara International, Salt Lake Potash, and Zangge Mining, are recommended for investment [5] MDI Market - The MDI market is characterized by oligopoly, with demand steadily improving due to the expansion of polyurethane applications [6] - The global MDI production capacity is concentrated among five major chemical giants, which control approximately 90.85% of the market [6] - Companies like Wanhua Chemical are expected to benefit from the favorable supply dynamics and demand recovery in the MDI sector [6] Chemical Price Tracking - The top five price increases this week included NYMEX natural gas (9.59%), PTA (8.95%), and butadiene (6.83%) [6] - The top five price decreases included pure MDI (-4.23%) and acrylic fiber (-3.45%) [6] - A total of 170 chemical companies reported production capacity impacts this week, with 6 new repairs and 10 restarts [6]

Group 1 - The company is steadily advancing its future strategic layout based on its overall development plan [2] - The company will continue to optimize its business layout and will share any results through official channels when available [2]

Group 1 - The core viewpoint of the article is that Dali Kape (301566) has sufficient production capacity and is operating steadily and orderly as of December 25 [1]

Group 1 - Dali Kape (SZ 301566) announced an investor meeting scheduled for December 24, 2025, from 14:00 to 16:00, where the company’s board secretary and securities representative will address investor inquiries [1] - For the year 2024, Dali Kape's revenue composition is entirely from electronic components, accounting for 100.0% [1] - As of the report, Dali Kape has a market capitalization of 7.9 billion yuan [1]

Group 1 - The core viewpoint of the article highlights that Dali Ke Pu (301566.SZ) is engaged in the research, development, production, and sales of capacitor technology, primarily focusing on RF microwave MLCCs, which are essential in various industries including semiconductors, medical, and communications [1] - The company operates in the aerospace sector, although its current contribution to overall business revenue is minimal, indicating that it has not yet become a primary income source [1] - The article notes that commercial aerospace is a strategically emerging industry supported by the national policy during the "14th Five-Year Plan" period, suggesting potential future growth opportunities for the company in this sector [1]

Financial Performance - In the first three quarters of 2025, the company's revenue reached 285.59 million yuan, a year-on-year increase of 13.75% [1] - The net profit attributable to shareholders, excluding non-recurring gains and losses, grew by 36.51% compared to the same period last year [1] Corporate Governance - The company adheres to laws and regulations such as the Company Law and Securities Law, ensuring a transparent governance structure and strict operational practices [2] - It emphasizes good investor relations and effective internal control systems to maximize shareholder interests [2] Shareholder Actions - As of now, a major shareholder has issued three pre-disclosure announcements regarding share reductions, with the third plan still pending completion [3] - The share reduction decisions are based on personal financial arrangements and do not reflect the company's future outlook [3] Market Position and Strategy - The company is involved in the development and production of RF microwave MLCC capacitors, with applications in semiconductor RF power supplies, medical, and communication industries [4] - Although there is potential for application in the commercial aerospace sector, it currently represents a small portion of overall business revenue [4] Fund Management - The company has established a fundraising management system to ensure compliance and transparency in the use of raised funds [6] - All raised funds are stored in designated accounts, and the company has received verification reports on fund usage from accounting firms [6] Competitive Strategy - The company has built a solid technological barrier through years of experience in RF microwave MLCC production, focusing on digital and refined management practices [7] - It maintains a strong international market presence and aims to enhance core competitiveness through strategic resource allocation [7] Raw Material Procurement - The company employs a combination of "sales-driven procurement" and "inventory-based procurement" for its core materials, ensuring production continuity [7] - Long-term stable relationships with suppliers are maintained to guarantee quality and supply speed, with a comprehensive evaluation system in place for supplier management [7]

Core Viewpoint - Dali Cap (301566.SZ) has indicated that its products are applied in various fields, including millimeter-wave signals for optical communication scenarios [1] Group 1 - The company is involved in the application of millimeter-wave signals [1] - The products are utilized in the optical communication sector [1]

格隆汇12月24日丨达利凯普(301566.SZ)在互动平台表示，公司产品应用包括光通信等领域的毫米波信 号等场景。 ...