【人形机器人】市场新信息汇总260202 注：以下信息为市场传言汇总，未经二次加工，不代表个人观点，不构成投资建议，请谨慎参考。 1、主流标的 【冠盛股份】公司此前与上海人工智能研究院及其关联企业开展战略合作，将打造具身智能生态体系。 公司产品市场化导入有望提速，2月9日将在上海启动产品发布会，发布等速万向节关节模组产品。 【 【人形机器人】市场新信息汇总260202 注：以下信息为市场传言汇总，未经二次加工，不代表个人观点，不构成投资建议，请谨慎参考。 1、主流标的 2）力星股份发布定增预案，拟募集资金不超过5.6亿元。 所募资金将投向高精度陶瓷轴承球产业化项目、G5级高精度钢球智能制等五个项目。 3）NTN日本高层、德国KRW到访，开启海外供应链推进。 【恒辉安防】特斯拉第三代人形机器人即将亮相，皮肤衣将是三代机大家能直观看到最明显的变化，重视公司布 局产品情况。 【星宇股份】公司具身智能项目主要包括颈部交互模组、光学模组、皮肤及结构件。 截止2025年9约30日，公司已与若干锅内领先人形机器人制造商展开研发合作，其中部分已完成样机交付并进入测 试或试点阶段。 【富春染织】公司布局peek，一期18台注塑 ...

Electric automaker Tesla introduced a new variant of its Model Y vehicle in the United States priced at $41,990, the company's website showed on Monday. ...

中原期货研究咨询部 中原期货研究咨询部 | 化工 | 主力合约 | 2026/2/3 | 2026/2/2 | 涨跌 | 涨跌幅/% | | --- | --- | --- | --- | --- | --- | | | | 8:00 | 15:00 | | | | | 焦煤 | 1,175.00 | 1,141.50 | 33.50 | 2.935 | | | 焦炭 | 1,729.00 | 1,680.50 | 48.50 | 2.886 | | | 天然橡胶 | 16,090.00 | 15,980.00 | 110.0 | 0.688 | | | 20号胶 | 12,995.00 | 12,925.00 | 70.0 | 0.542 | | | 塑料 | 6,902.00 | 6,878.00 | 24.0 | 0.349 | | | 聚丙烯PP | 6,734.00 | 6,714.00 | 20.0 | 0.298 | | | (PTA) | 5,142.00 | 5.092.00 | 50.0 | 0.982 | | | PVC | 5,059.00 | 5,014.00 | 45.0 | 0. ...

1月29日，马斯克在2025业绩交流会上表示，第三代Optimus预计数月内推出，定位为通用型机器人（核 心股）">人形机器人（核心股），可通过观察、语言和视频学习任务。机器人在灵巧手、现实场景智能 和规模化制造三大核心能力上具备系统性优势。国信证券研报指出，马斯克对机器人产业进展的预期表 明机器人的安全性和功能范围将在2年内实现极大程度提升，机器人能力的提升也将带来需求端的爆 发；持续看好人形机器人的长期投资机会。 责任编辑：栎树 股票频道更多独家策划、专家专栏，免费查阅>> 特斯拉官方微博宣布，第三代特斯拉人形机器人（核心股）即将亮相，预计年产百万台。美国弗里蒙特 工厂的Model S/X生产线将改为人形机器人产线，预计2026年底前启动量产，最终规划年产能为100万 台。因为特斯拉人形机器人拥有完全独立的供应链，所有部件均基于第一性原理设计，其量产爬坡期预 计比汽车产品更长。 ...

Group 1 - The State Administration for Market Regulation and nine other departments released the "Guidelines for the Construction of Low-altitude Economic Standard System (2025 Edition)" focusing on five core areas: low-altitude aircraft, infrastructure, air traffic management, safety supervision, and application scenarios [2] - The guidelines aim to establish a four-dimensional integrated standard supply system by 2027 to meet the safety and healthy development needs of the low-altitude economy [2] Group 2 - The Ministry of Industry and Information Technology announced a mandatory national standard for automotive door handles, effective January 1, 2027, addressing safety requirements for door operation after accidents [3] - The standard mandates that each vehicle door must be equipped with a mechanical release handle to ensure accessibility in emergencies [3] Group 3 - SpaceX announced the acquisition of AI company xAI for $250 billion, based on a recent funding round that valued xAI at $230 billion [4][5] - Alibaba's Qianwen APP launched a "Spring Festival Invitation Plan" with an investment of 3 billion yuan to promote AI experiences during the holiday season, marking a record high for Alibaba's Spring Festival activities [6] Group 4 - Tencent responded to concerns regarding its "Yuanbao Spring Festival Red Packet" sharing activity, stating it is evaluating compliance with external link management regulations [7] - Ant Group's CEO announced a special incentive program for teams making innovative contributions in AI, with potential rewards linked to business value enhancement [8] Group 5 - CPE Yuanfeng invested $350 million in Burger King China, acquiring approximately 83% of the shares, with plans to expand the number of stores from 1,250 to over 4,000 by 2035 [12] - Former Sam's Club China president, Wen Ande, has joined Metro China as an advisor, bringing experience in store expansion and membership fee adjustments [13] Group 6 - Mercedes-Benz has adjusted the suggested retail prices of some models by approximately 10%, aiming to improve cash flow for dealers [10] - Audi acknowledged that renaming the A4 to A5 was a mistake and plans to revert to traditional naming conventions for future models [11]

计算机 | 证券研究报告 — 行业周报 2026 年 2 月 3 日 强于大市 太空算力或是商业航天的 核心商业模式 计算机行业"一周解码" 马斯克计划推动 SpaceX 与 xAI 合并，旨在整合太空与 AI 业务；Meta 计划在 2026 年 大幅增加资本支出至 1150-1350 亿美元，全力投入 AI 基础设施，以驱动核心业务增 长；英伟达、亚马逊、微软正在洽谈向 OpenAI 投资，总额可能高达 600 亿美元，软 银亦考虑向 OpenAI 追加 300 亿美元投资。 支撑评级的要点 投资建议 ◼ 我们认为 SpaceX 与 xAI 合并有望进一步推动太空算力行业发展，建议关注太空 算力相关企业，包括佳缘科技、上海瀚讯、星图测控、中科星图、航天宏图、超 图软件、盛邦安全、开普云等。 评级面临的主要风险 ◼ 技术创新不及预期；政策推行不到位；下游需求景气度不稳定的风险。 相关研究报告 《持续把握商业航天机会》20260125 《AI 商业化加速落地，核心科技自主可控 需求再燃》20260119 《中美正面太空竞速，智能制造迎重磅政 策加码》20260111 中银国际证券股份有限公司 具备证券投资咨询 ...

Market Overview - The A-share market for artificial intelligence and robotics has weakened, but related ETFs have seen increased investment, indicating strong long-term value perception in the sector [1] - The Robotics ETF (562500) experienced a decline of 1.880% from the opening price, with 55 out of 66 component stocks falling, while 3 stocks showed gains [1] - The Sci-Tech AI ETF (589010) also saw a drop of 3.704%, with 27 out of 30 component stocks declining, but one stock managed to rise over 10% [1] Key Developments - Qianwen APP announced a 3 billion yuan investment for the "Spring Festival Treat Plan," collaborating with Alibaba's ecosystem to enhance user experience through AI [2] - Elon Musk plans to merge SpaceX with his AI startup xAI, with a post-merger valuation of $1.25 trillion, aligning with his strategy in AI and space exploration [2] - Tesla announced the upcoming launch of its third-generation humanoid robot, with plans for annual production of one million units by the end of 2026 [2] Institutional Insights - Guosen Securities forecasts significant improvements in robot safety and functionality within two years, leading to a surge in demand and long-term investment opportunities in humanoid robots [3] - The report emphasizes the importance of identifying core suppliers in Tesla's supply chain and focusing on high-certainty new targets for investment [3] Popular ETFs - The Robotics ETF (562500) is the only ETF in the market with over 20 billion yuan in size, offering the best liquidity and comprehensive coverage of China's robotics industry [4] - The Sci-Tech AI ETF (589010) is positioned as the brain of robotics, capturing the "singularity moment" in the AI industry with a 20% price fluctuation range [4]

本周一（2月2日），A股人工智能与机器人赛道同步走弱，但相关主题ETF均获资金逆势加码，表现出 市场对赛道长期价值的坚定看好。 机器人ETF（562500）早盘冲高后震荡下行，午后持续走低，最新价1.044元，较开盘价下跌1.880%。 持仓层面，66只成分股中55只下跌，云天励飞领跌13.57%，博杰股份等4只个股跌超5%；科大智能涨 4.72%、昊志机电等2只个股涨超2%，形成局部支撑。流动性方面，成交额达14.23亿元，换手率 5.82%，成交活跃度稳居高位，3.39亿元资金逆势净流入。 科创人工智能ETF（589010）开盘后震荡走弱，午后维持单边下行，最新价1.560元，较开盘价下跌 3.704%。持仓层面，30只成分股中27只走跌，星环科技、云天励飞跌超13%大幅领跌；仅思看科技涨超 10%逆势抗跌，形成零星支撑。流动性方面，成交额达1.83亿元，换手率7.38%，尾盘大量买盘涌入推 动成交活跃度维持高位，9000万元资金主动净流入，彰显资金对赛道的积极布局意愿。 【市场复盘】 【热点要闻】 2、知情人士透露，马斯克计划将SpaceX与旗下AI初创公司xAI合并，该交易已通过备忘录内宣，合并 后实 ...

Group 1 - SpaceX has announced the acquisition of AI company xAI, which is also under Elon Musk's ownership [2] - Oracle plans to raise $25 billion through bonds related to AI financing, marking the largest financing deal in the U.S. corporate sector this year [4] - CPE Yuanfeng has completed a deal to acquire a controlling stake in Burger King's China operations, injecting $350 million and aiming to expand the number of stores from approximately 1,250 to over 4,000 by 2035 [5] Group 2 - Tesla's humanoid robot is set to begin mass production by the end of 2026, with an expected annual output of 1 million units [8] - Xiaomi's CEO Lei Jun responded to concerns about a decline in car deliveries, explaining that January's figures were affected by the seasonal market and the discontinuation of the first-generation SU7 model [18] - The Shanghai government has initiated a project to purchase second-hand housing for affordable rental housing, targeting new citizens, young people, and graduates [9]

以下文章来源于妙投APP ，作者Eastland 妙投APP . 虎嗅旗下二级市场投研服务品牌，为您提供精选上市公司价值拆解，热门赛道产业链梳理 作者｜Eastland 头图｜视觉中国 许多人相信2026年将是SpaceX的上市之年，承销商、募集金额、目标估值、IPO日期都传得有鼻子 有眼。 1月29日，彭博报道称：SpaceX正在考虑与特斯拉或人工智能公司xAI合并。SpaceX仍将IPO，但在 整合完成之后。 2025年11月股东大会批准了"薪酬激励方案"。根据刚刚发布的《2025年报》，特斯拉现有业务（ 汽 车、FSD、机器人 ）无法撑起1.5万亿美元市值。 假如特斯拉因业绩欠佳、股价崩盘，"万亿美元薪酬"泡汤。就算SpaceX成功上市，也无法弥补马斯 克的损失。 而在并入SpaceX之后，特斯拉市值有望突破2万亿美元，马斯克将解锁3531万股特斯拉股票，价值约 合1万亿人民币，"饼"会变得更大更香。 总之，千方百计提高特斯拉市值最符合马斯克的利益。 销量下行难逆转 特斯拉交付量从快速增长到失速： 高端车型追求的是质、低端车型追求的是量。逆水行舟不进则退，特斯拉失去进取心（ 质和量都不 追求 ），汽车业 ...