雷达财经 文|杨洋 编|李亦辉 6月17日，欧科亿（证券代码：688308）公告，公司于2025年6月4日召开董事会和监事会，审议通过了控股子公司与关联方共同投资设立合资公司的议案。 合资公司名为欧科亿（山东）新能源科技有限公司，注册资本为人民币5,000万元。 近日，该合资公司完成了工商设立登记手续并取得了郯城县行政审批服务局颁 发的《营业执照》。合资公司位于山东省临沂市郯城县，经营范围涵盖新兴 能源技术研发、光伏设备制造与销售、电子专用设备销售等多个领域。 天眼查资料显示，欧科亿成立于1996年01月23日，注册资本15878.1708万人民币，法定代表人袁美和，注册地址为湖南省株洲市炎陵县中小企业创业园创业 路。主营业务为数控刀具产品和硬质合金制品的研发、生产和销售。 目前，公司董事长为袁美和，董秘为韩红涛，员工人数为1311人，实际控制人为袁美和、谭文清。 公司参股公司2家，包括株洲欧科亿智能科技有限公司、株洲欧科亿切削工具有限公司等。 在业绩方面，公司2022年至2024年营业收入分别为10.55亿元、10.26亿元和11.27亿元，同比分别增长6.56%、-2.73%和9.81%。归母净利润分别为 ...

这几只票暗盘资金正在偷偷流入，立即查看>> 脑机接口板块短线拉升，爱朋医疗（300753）涨超10%，倍益康、三博脑科（301293）、翔宇医疗、创 新医疗（002173）、伟思医疗等跟涨。 ...

港股开盘，恒指开跌0.5%，科指开跌0.58%。油气股再度活跃，山东墨龙(00568.HK)涨近14%。 ...

魔视智能是一家专注于自动驾驶与高级辅助驾驶技术研发与量产的创新科技公司，是第六批国家级专精 特新"小巨人"企业。目标公司以人工智能算法为核心，提供从环境感知、路径规划到决策控制的全栈式 智能驾驶软硬一体解决方案，覆盖行车、泊车等场景，并在乘用车及商用车量产市场占据重要地位。截 至2025年3月31日，魔视智能资产总额3.04亿元，净资产0.30亿元，投前估值为22.5亿元。 近年来，随着智能驾驶系统在乘用车及商用车渗透率的持续提升，智能驾驶行业已进入快速发展期。作 为国内最早布局自动驾驶AI核心技术的企业之一，魔视智能作为一家专注于智能驾驶技术研发与量产 应用的科技企业，其产品已在多家乘用车及商用车客户中成功落地。公开信息显示，目标公司已连续获 得广汽埃安、北汽极狐、奇瑞、长安汽车等头部乘用车企新车型定点并完成量产交付。 基于对智能驾驶行业发展前景的看好，浙江美大（002677）(002677.SZ)披露公告称以1.10亿元取得魔视 智能4.8657%的股权。 公告显示，浙江美大以1.00亿元认购魔视智能科技(上海)有限公司(以下简称"魔视智能"或"目标公司")新 增注册资本100,283美元，同时以0.99 ...

Group 1: Policy and Industry Development - Zhejiang Province has officially included the postal industry development plan in its "14th Five-Year" special planning directory, aiming to integrate industry development factors into various policy frameworks to support high-quality growth in the postal and express delivery sector [1] - The integration of low-altitude economy, cross-border e-commerce, and domestic and foreign trade reforms into the policy system is expected to create a multi-layered support network for the postal express industry [1] Group 2: Company Strategy and Technological Advancements - Yunda Holdings (002120) is advancing its "1+N+AI" multi-layered technology strategy, focusing on building an integrated system for data management, analysis, decision-making, and application [2] - The company is exploring large model applications in artificial intelligence, optimizing its "Xiao Da" robot customer service, and planning to deploy the DeepSeek model by early 2025 to enhance operational efficiency [2] - Yunda is also implementing unmanned technologies, including drones and automated equipment, to accelerate the construction of a logistics network that integrates various types of warehouses and delivery stations [2] Group 3: Market Trends and Growth Projections - The low-altitude economy is projected to reach a market size of 1.5 trillion yuan in China by 2025, with logistics being the most mature and widely applied sector [3] - Yunda has optimized its logistics network with 73 transit centers and over 9,500 end-point facilities, achieving nearly 100% coverage in major cities across the country [3] Group 4: Rural Logistics and Social Responsibility - Yunda is committed to rural revitalization, achieving over 99.6% coverage in county-level areas and over 99.8% in town-level services, with the addition of 1,084 new rural outlets in 2024 [4] - The company is enhancing its logistics capabilities in rural areas to effectively address the "last mile" delivery challenge [4] Group 5: Cost Management and Efficiency - Yunda has implemented a multi-level transit system to reduce operational costs and improve transportation efficiency, achieving a 21.91% year-on-year decrease in core operating costs per package [5] - The company aims to deepen the integration of low-altitude economy and artificial intelligence technologies to drive high-quality development and further reduce costs [5][6]

Market Overview - On June 17, 2025, the Huaxia Sci-Tech AI ETF (589010) fell by 0.81%, with leading declines from Daotong Technology down 4.56%, Yaxin Security down 4.10%, and Cambrian down 4.06% [1] - The Robot ETF (562500) decreased by 0.49%, with significant drops from Jingye Intelligent down 6.91%, Aifute down 3.85%, and Obsidian down 3.44% [1] - The trading volume for the day was 330 million yuan, making it the most active among similar ETFs, indicating good liquidity [1] Key Developments - The Guangdong State-owned Assets Supervision and Administration Commission announced increased investments in new industries and high-tech enterprises, establishing various investment funds with a total subscription scale of approximately 70 billion yuan, covering 52 projects [2] - Baidu launched the industry's first dual digital human interactive live broadcast room during its "AI Day," showcasing a technology that integrates language, sound, and image based on the upgraded Wenxin large model 4.5T [2] Industry Insights - According to Nanjing Customs, Jiangsu's export of industrial robots reached 690 million yuan from January to May, marking a 90% year-on-year increase [3] - Guojin Securities highlighted the broad application prospects for industrial robots in industries with low penetration rates, such as plastic chemicals and food processing, which require automation through large models [4] - The potential for embodied intelligent robots in sectors facing labor shortages, such as restaurants, housekeeping, and logistics, was also noted [4] ETF Highlights - The Robot ETF (562500) is the only one in the market with a scale exceeding 10 billion yuan, offering the best liquidity and comprehensive coverage of the Chinese robot industry chain [5] - The Huaxia Sci-Tech AI ETF (589010) is positioned as the "brain" of robotics, with a 20% fluctuation range and the ability to capture "singularity moments" in the AI industry [5]

Group 1: Industry Performance - In May, the retail sales of tobacco and alcohol reached 48.2 billion yuan, showing a year-on-year growth of 11.2%, significantly higher than the overall retail sales growth of 6.4% [1] - The strong performance in the tobacco and alcohol sector is attributed to the Labor Day holiday, which led to increased demand for social gatherings and gifts [1] Group 2: Consumer Protection and Brand Integrity - Wuliangye has issued a consumer notice addressing the issue of counterfeit products being sold on e-commerce platforms, specifically denying the existence of a product called "Light Bottle Eighth Generation Wuliangye" [2] - The statement highlights the challenges of combating counterfeit products in the alcohol industry, especially in the e-commerce era, and emphasizes the need for collaboration between brands, platforms, and regulatory bodies [2] Group 3: Company Strategy and Market Position - Yanghe Co. stated that the long-term value of the liquor industry remains unchanged despite environmental fluctuations, emphasizing the industry's resilience and essential role in Chinese life [3] - The company is implementing strategies to support distributors, manage inventory, and focus on core products and markets, reflecting a strategic approach to navigate current market pressures [3] - Yanghe's long-term growth potential is supported by its high-end product positioning and national expansion plans, with expectations of improved competitive positioning as consumer confidence recovers [3]

公告显示，领益智造计划在其深圳、东莞、苏州、扬州等多地的分支机构开展机器人相关结构件及整机 产品的研发、测试、试制项目。此次项目内容包括实验室建设、先进设备采购等，项目旨在结合市场需 求与技术发展路径，开发躯体结构件、伺服电机、驱动器、减速器等核心零部件及关节模组、高功率充 电、散热等解决方案等，并拓展至本体代工与组装服务。 因此，公司拟对该项目增加4.77亿元募集资金，投向新型散热精密功能件等热管理相关产品的研发生 产，募集资金用于购买设备增加产线，增加投资后该项目募集资金投资总额为7.43亿元。 值得关注的是，领益智造新增了募投项目——"人形机器人关键零部件及整机代工能力升级项目"。本项 目计划建设期2年，总投资金额1.37亿元，基本预备费398.09万元，拟使用募集资金金额5000万元。 本报讯 （记者王镜茹）6月17日晚，广东领益智造股份有限公司（以下简称"领益智造"）发布《广东领 益智造股份有限公司关于调整部分募投项目、变更部分募集资金用途的公告》。公告显示，公司拟变更 调整部分募集资金投资项目和金额，原募投项目"碳纤维及散热精密件研发生产项目"拟投入募集资金总 额由2.66亿元调增为7.43亿元； ...

上海沃典与宝马、奔驰、大众、沃尔沃、美国某知名电动车企、小米、吉利、路特斯、小鹏、理想、上 汽、奇瑞等国内外知名汽车企业建立了稳固合作关系，为公司持续稳定的增长奠定了客户基础，在汽车 智能装备领域具备深厚的技术沉淀与丰富的项目执行经验。 对于上市公司而言，整合上海沃典可有效补足自身在汽车焊装、涂装、总装及电池工厂等制造自动化领 域的业务短板——通过标的公司的技术能力与客户资源，上市公司可快速切入汽车智能装备市场。例 如，借助标的公司与新能源车企的合作基础，上市公司可承接新能源汽车产线自动化升级项目，共享新 能源汽车赛道的增长红利。 同时，标的公司在智能工厂信息化系统、智能物流单元等领域的技术，可与上市公司在3C领域的精密 制造技术形成协同，将汽车行业的整厂自动化解决方案经验迁移至3C产品生产基地建设，提升上市公 司在高端智能装备领域的综合服务能力。 凭借其现有的业务和资源优势，上海沃典在2023年开始逐步拓展海外高毛利板块业务，而且将作为标的 公司未来长期重要发展战略。目前标的公司在手订单中已经包含较高比例的欧美市场项目，其中欧洲市 场订单占据优势比例。 此外，本次交易设有业绩承诺，业绩承诺期为2025—20 ...

盘前要闻 1、中东最新！美军正向中东部署F35等战机，特朗普要求伊朗无条件投降 情绪影响：正面 2025陆家嘴论坛6月18日正式启幕，论坛已经成为国家金融管理部门释放重要信号、对外发声的重要平 台，许多重磅金融政策在论坛期间定档发布。此前在2024陆家嘴论坛期间，证监会发布"科创板八条"， 央行行长潘功胜介绍了未来货币政策框架。 3、外汇局：5月外汇市场运行平稳，外资增持境内股票较上月进一步增加 类型：宏观 情绪影响：正面 国家外汇管理局副局长李斌表示，2025年5月，境内外汇供求平衡，市场运行平稳。当月跨境资金净流 入330亿美元，其中外资增持境内股票规模较上月增加。货物贸易资金保持高位净流入，服务贸易等资 金流出稳定。 类型：宏观 情绪影响：负面 美国总统特朗普发力施压伊朗"投降"，并且据称与国家安全顾问讨论中东局势、考虑对伊朗发动军事打 击等选择，令市场猜测美国可能准备直接参与以色列对伊朗的袭击。国际原油期货加速反弹，冲上将近 五个月来收盘高位。 2、2025陆家嘴论坛今日开幕，一系列重磅金融政策有望在论坛上发布 类型：宏观 4、国务院国资委：要积极推动人工智能引领国有企业科研范式变革 类型：行业 情绪 ...