海报先发后撤，股价巨震 上纬新材急需澄清两大问题

Core Viewpoint - The announcement of humanoid robots by Shangwei New Materials has led to a significant stock price surge, raising questions about potential competition with its affiliate, Zhiyuan Robotics [1][4] Group 1: Company Developments - Shangwei New Materials launched humanoid robots, with the product height indicated as 1.88 meters, leading to a stock price increase of 1863.80% year-to-date [1] - The company clarified that it operates independently in the embodied intelligence sector, ensuring no significant adverse impact from competition with Zhiyuan Robotics [1] - The humanoid robots are categorized into various types for different applications, including commercial, household, and industrial uses [1] Group 2: Industry Challenges - To avoid competition, Shangwei New Materials must clearly delineate its technology and personnel from Zhiyuan Robotics, as both companies may share overlapping talent pools [2] - The embodied intelligence sector is characterized by rapid technological advancements and talent competition, making it challenging to prevent competition solely based on product application scenarios [2] - The integration of technology and resource allocation between Shangwei New Materials and Zhiyuan Robotics is crucial to avoid redundant investments and ensure efficient operations [3] Group 3: Market Reactions - Following the initial announcement, the stock price of Shangwei New Materials fell by 10.91%, indicating market volatility and the need for clearer communication regarding competition and potential related transactions [4] - The deletion of the initial announcement by the company's WeChat account raises further questions about transparency and market expectations [4]