（文章来源：证券日报） 证券日报网1月26日讯 ，太力科技在接受调研者提问时表示，公司的多功能涂层材料具备防剐蹭、防 冰、防雾、防腐蚀、抗菌、防水等功能，凭借纳米复合结构、多功能一体化集成、环保广谱适用三大核 心优势，可适配多场景严苛应用需求，可广泛应用于商业航天涂料、飞机机翼、汽车面漆、风电叶片、 高铁底盘设备、高端消费电子等多个领域。 ...

证券时报·数据宝统计，截至（1月26日）收盘，沪指报4132.61点，跌3.56点，跌幅为0.09%；深成指报 14316.64点，跌123.02点，跌幅为0.85%；创业板指报3319.15点，跌30.35点，跌幅为0.91%。个股方 面，今日121只A股换手率超过20%，其中，泽润新能、国亮新材等2只个股换手率达五成以上，半数筹 码易主。（数据宝） 1月26日两市换手率居前个股一览 | 300051 | 琏升科技 | 11.23 | 29.90 | 3.98 | | --- | --- | --- | --- | --- | | 301595 | 太力科技 | 57.82 | 29.76 | -6.86 | | 300139 | 晓程科技 | 52.90 | 29.70 | 20.01 | | 002339 | 积成电子 | 11.80 | 29.18 | 2.79 | | 300651 | 金陵体育 | 22.94 | 29.14 | -11.05 | | 002115 | 三维通信 | 14.30 | 29.10 | -7.08 | | 002731 | 萃华珠宝 | 15.16 | 28.87 | ...

工业行业周报、月报 2026 年 01 月 26 日 [Table_Title] 宇树人形机器人出货超 5500 台，马斯 克计划明年面向公众销售 Optimus ——人形机器人产业周报 [Table_Summary] 报告要点： 周度行情回顾 2026 年 1 月 18 日至 1 月 23 日,人形机器人概念指数上涨 3.00%,相 较沪深300指数跑赢 3.62pct;年初至今累计涨跌幅来看,人形机器人概 念指数上涨 9.68%,相较沪深 300 指数跑赢 8.11pct。 [Table_Main] 行业研究|工业 证券研究报告 A 股人形机器人指数（iFinD 概念）相关个股中，京基智农周涨幅 最大（+29.47%），东山精密周跌幅最大（-9.00%)。 周度热点回顾 政策端，深圳市地方金融管理局发布《深圳市关于保险业助力科技创 新和产业发展的行动方案（2026—2028 年）（征求意见稿）》；工信部 将发布人形机器人与具身智能综合标准化体系建设指南。 产品技术迭代方面，OpenAI 已建立人形机器人实验室；2025 全年， 宇树科技人形机器人实际出货量超 5500 台；意优科技在张江建设其 首条（也是 ...

人民财讯1月26日电，太力科技（301595）1月23日在机构调研中表示，公司依托核心材料技术优势深度 布局航天应用赛道。一方面，公司作为中国航天真空收纳产品独家供应商，核心真空封装产品已深度应 用于航天员在轨工作与生活保障场景；另一方面，公司创新将粘胶类产品与蘑菇搭扣相结合，成功应用 于空间站各类物品的精细化固定；此外，公司正积极拓展材料在防刺割、防结冰等航天细分场景的应 用，持续拓宽技术落地边界。 ...

太力科技在投资者关系活动中表示，公司是中国航天专用压缩袋的独家供应商，产品已累计29次进入太 空，解决了航天真空环境中的产品爆破风险与舱内非金属材料缓释风险；公司研发的'微重力下的收纳 技术'支撑航天收纳袋具备高阻隔、耐穿刺、防爆破特性；此外，自主开发的航天排遗采集器与预处理 器已通过航天领域用户方认可及技术评审，将陆续投入使用。 ...

投资者关系活动记录表 编号：2026-006 | | □分析师会议 ☑特定对象调研 | | --- | --- | | | □媒体采访 □业绩说明会 | | 投资者关系活动类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他（ 电话会议） | | | 东北证券：周兴武（机械行业研究员） | | 参与单位名称及 人员姓名 | 长城基金：储雯玉（基金经理）、余欢（基金经理）、刘疆（基 金经理） | | | 榕树投资：丁煜（基金经理）、李立明（基金经理）、邓德举 | | | （基金经理） | | 时间 | 2026年1月23日 10:00-12:00、16:00-17:00 | | 地点 | 公司三楼会议室 | | | 董事长、总经理：石正兵 | | 上市公司接待人员姓名 | 副总经理、董事会秘书：杨亮 | | | 证券事务代表：韩露露 | | | 一、调研参观 参观公司实验室、产品展厅、选品中心。 | | | 二、公司基本情况介绍 三、问答环节 | | | Q1：公司参与载人航天封装领域的技术壁垒有哪些？ | | 投资者关系活动 | 答：公司是中国航天专用压缩袋的独家供应商，产品已累计 ...

Group 1 - The new stock market remains active, with a focus on cost-effectiveness potentially increasing [1][2][13] - The average increase of new stocks listed since 2025 is approximately 2.3%, with about 70.7% of new stocks showing positive returns [1][7][28] - The technology sector continues to attract long-term investment, particularly in areas such as AI, robotics, and commercial aerospace [3][13] Group 2 - Recent new stock performance indicates a shift in trading enthusiasm, with the average first-day increase for newly listed stocks on the North Exchange at around 168.2% [5][26] - The average issuance price-to-earnings ratio for new stocks is 19.1X, with a low subscription rate of 0.0481% [5][23] - Upcoming new stocks include companies like Nongda Technology and Hengyun Chang, with varying expected performance metrics [4][34][38] Group 3 - The report suggests a rotation between themes of popularity and relative cost-effectiveness in the new stock market [2][13] - Specific sectors such as innovative pharmaceuticals, new consumption, and new energy are highlighted for potential investment opportunities [3][13] - The upcoming new stocks are expected to maintain a profitable subscription effect due to restrained pricing and active market sentiment [34][35] Group 4 - The report emphasizes the importance of monitoring market sentiment and the potential for volatility in the new stock market [2][8] - The performance of new stocks since 2025 shows a mixed trend, with some sectors like AIDC and smart grid performing well, while others like semiconductor materials have seen declines [7][28] - The report recommends a flexible approach to investment, focusing on both emerging themes and established sectors [3][44]

(本文来自第一财经) 从被调研总次数来看，洁美科技获机构调研6次，泰和新材获调研5次，潍柴动力、天禄科技、太力科技 等均获机构调研4次。 从调研行业来看，机构持续聚焦电气、机械、通信、电子等板块。 Wind数据显示，机构本周共调研了167家上市公司，其中大金重工最获关注，参与调研的机构达209 家。此外，耐普矿机、三七互娱（维权）、润丰股份、海康威视均获超90家机构调研。 ...

Key Points - SpaceX's procurement orders for calibration testing products from 康斯特 from 2016 to 2024 are relatively small [1] - 法尔胜 does not engage in businesses related to "controlled nuclear fusion," "superconductors," or "commercial aerospace" [1] - 龙旗科技 plans to invest 1.5 billion yuan to build an AI + smart terminal digital benchmark factory project in Nanchang High-tech Zone [1] - 蜀道装备 has won a contract worth 6,486,000 USD for the Rumuji natural gas liquefaction facility project in Nigeria [1] - TCL科技's subsidiary intends to acquire a 10.7656% stake in Shenzhen Huaxing Semiconductor for 6.045 billion yuan [1] - 一品红 plans to repurchase shares worth between 100 million to 200 million yuan [2] - 实丰文化's shareholders plan to reduce their holdings by no more than 3% [2] - 随升科技 intends to raise no more than 470 million yuan through a private placement [1][2] - 太力科技 has signed a strategic cooperation framework agreement with Jinan University [1][2]

Group 1 - The commercial aerospace sector has seen increased market attention and institutional research activity since the beginning of the year, with 14 listed companies in this field receiving two or more institutional inquiries in January alone [1] - Chaojie Fastening Systems has been the most frequently researched company, receiving 7 inquiries, while Taily Technology and Lianang Microelectronics have received 4 and 3 inquiries respectively [1] - Chaojie Fastening's core business in the commercial aerospace sector involves manufacturing rocket body structural components, with a production capacity of 10 rockets per year expected to be completed by mid-2024 [1] Group 2 - The core goal of reusable rocket technology is to enhance launch frequency and economic efficiency, which will lead to sustained after-sales demand and increased manufacturing needs [2] - Taily Technology is the exclusive supplier of vacuum packaging products for China's aerospace sector, providing reliable support for astronauts' work and life in space [2] - Lianang Microelectronics has developed pHEMT chips for low-orbit satellite terminal customers, marking a significant step in its commercial aerospace strategy [2] Group 3 - The surge in institutional research on commercial aerospace companies is driven by multiple factors, including rapid industry growth and the synergy of policy, technology, and demand [3] - The commercial aerospace sector is increasingly impacting various industries such as smart cities and precision agriculture, prompting a faster industry chain response [3] - Future growth drivers for the industry include space tourism, resource development, integration with emerging technologies, and international market expansion [3]