【环球时报驻法国特派记者 尚凯元 环球时报记者 李迅典 刘雅婷】编者的话：随着春节被列入联合国教科文组织人类非物质文化遗产代表作名 录，在海外的春节庆祝活动中也不断涌现出新形式。从英歌舞赴海外演出，到中国机器人加入巡游活动，再到中国网游让海外玩家"云体验"春 节，《环球时报》记者采访多位相关人士，听他们讲述如何向世界传递春节新年味。 世界舞台上的英歌舞 作为岭南年俗中最具视觉冲击力的民间舞蹈之一，英歌舞近年来频频"出圈"，成为海内外春节期间一道极具辨识度的文化风景。2024年春节期 间，广东普宁南山英歌队受邀赴英国演出。6分钟的英歌表演《英歌雄风》在伦敦街头吸引逾70万人围观。"出发前，其实我心里是有担忧的。"普 宁南山英歌队教练、普宁英歌舞国家级代表性传承人陈来发在接受《环球时报》记者专访时谈起当年的伦敦之行，"我担心我们中国的民间文化在 欧洲能不能被接受，当地观众会不会喜欢。" 然而，担忧很快被现场的热烈反响所取代。巡游开始后，伦敦街头人潮涌动，观众自发跟随鼓点节奏拍掌、摆动。"很多人站起来为我们鼓掌。那 一刻我们非常自豪，也真切感受到他们对这种民间舞蹈的喜爱。"陈来发说。 在陈来发看来，英歌舞能够跨越语 ...

Group 1 - The first Global Humanoid Robot Free Fighting League (URKL) was launched in Shenzhen, attracting global attention from the technology and sports sectors [3][5] - The championship team will receive a 10-kilogram gold belt valued at 10 million yuan, symbolizing the highest honor and recognition of technological prowess and innovation [5][6] - The event aims to push technology from the lab to practical applications, serving as a "touchstone" for innovation and talent discovery in the humanoid robotics field [6][7] Group 2 - The competition rules emphasize non-violent, technical contests, focusing on robot control, balance, perception, and decision-making under pressure [5][6] - The humanoid robotics market is entering a phase of large-scale production, with companies like Yushu Technology and Zhiyuan Robotics leading the way, each expected to exceed 5,000 units in actual shipments by 2025 [6][7] - The URKL serves as a platform for international technical exchange and competition, exploring the integration of technology, sports, and culture [7][8] Group 3 - The competition is designed to test the reliability and intelligence of humanoid robots in high-intensity environments, addressing challenges such as maintaining balance and executing tactical tasks under constraints [6][8] - The event is seen as a collective "stress test" for the humanoid robotics industry, transitioning from demonstration to practical applications [8]

Market Overview - A total of 32 stocks hit the daily limit up, while 11 stocks faced limit down, resulting in a sealing rate of 74%. The market saw a significant decline with over 3,800 stocks falling, and the three major indices closed lower, with the Shanghai Composite Index down 1.26%, the Shenzhen Component Index down 1.28%, and the ChiNext Index down 1.57% [1][3]. - The trading volume in the Shanghai and Shenzhen markets was 1.98 trillion yuan, a decrease of 159.1 billion yuan compared to the previous day [1]. Stock Performance - The stock "掌阅科技" (Zhangyue Technology) achieved a five-day limit up streak, while "豫能控股" (Yuneng Holdings), "美邦股份" (Meibang Shares), and "金时科技" (Jinshi Technology) recorded three consecutive limit ups [1][8]. - The performance of stocks related to military industry, film and television, paper, and semiconductor equipment showed notable gains, while sectors such as photovoltaic, non-ferrous metals, oil and gas, and shipping faced significant declines [1]. Sector Analysis - The AI review concept stocks were active in the morning session, with "汉邦高科" (Hanbang High-Tech) and "国安股份" (Guoan Shares) hitting the limit up, while "视声智能" (Shisheng Intelligent) surged over 20% [4]. - The storage chip industry is expected to see a price increase of 80% to 90% by the first quarter of 2026, driven by a significant rise in general server DRAM prices. Companies like "圣晖集成" (Shenghui Integration) and "微导纳米" (Weidao Nano) saw substantial gains [5][12]. - The commercial aerospace sector is experiencing a revival, with companies like "安达维尔" (Andavil) and "航发动力" (Hangfa Power) hitting the limit up, although "巨力索具" (Juli Rigging) faced consecutive limit downs due to negative news [6][19]. Future Outlook - The recent panic selling in the US stock market and commodity markets negatively impacted the performance of domestic stocks, leading to increased risk aversion among investors. The market is expected to remain cautious, with potential for a rebound if external markets stabilize [7]. - The demand for AI servers is driving significant capital expenditure growth in DRAM and logic chips, with expectations for the global wafer front-end equipment market to exceed $130 billion by 2026, marking a growth rate of over 20% [12][20].

擎天租2月13日发布的数据显示，综合当前已下单及预约情况测算，整个春节假期内平台整体GMV（商 品交易总额）预计环比涨80%。等到春节假期结束，平台累计订单量预计将突破5000单。 由智元机器人出自设立的擎天租，定位为机器人租赁界的"滴滴"平台，通过链接供需两端、从订单服务 费中抽成获利。由于尚处推广阶段，平台暂不以盈利为目标，目前免收服务费。租赁平台可提供的机器 人产品，涵盖智元、宇树科技、加速进化、逐际动力、众擎机器人等头部品牌。 李一言告诉南都记者，平台目前可调度机器人超3000台，租赁商逾200家。订单分配逻辑为：优先考虑 距离，其次查看设备库存，最后参考服务商的历史履约评分。目前大部分匹配流程已实现自动化，复杂 场景依靠人工介入。 受市场宣传和低价促销驱使，尝鲜租赁机器人的用户群体，已经从企业、会展中心等B端客户，逐步拓 展到C端的个人。擎天租联席总裁、城市合伙人战略负责人李立恒发现，租机器人办生日派对和小型活 动的这类订单越来越多。 租赁市场也在"下沉"。根据擎天租的数据，上海、北京、深圳等一线城市仍是高价订单与复杂场景的主 要承载地，而苏州、杭州、成都、重庆等新一线城市订单放量明显，阜阳等三四线 ...

Core Insights - In 2025, China's artificial intelligence (AI) sector experienced a significant transformation characterized by a shift from "burning money" to a focus on technological barriers, commercialization pathways, and supply chain security, driven by macroeconomic and geopolitical influences [2] - AI financing surged from 22.206 billion yuan in 2022 to 73.399 billion yuan in 2025, with its market share increasing from 2.65% to 10.86%, making it the only industry to show continuous growth over three years [2] - The embodiment intelligence sector saw explosive growth in financing, rising from 6.657 billion yuan in 2024 to 47.371 billion yuan in 2025, marking a year-on-year increase of 612% [2] Investment Landscape - The number of investment institutions in the AI sector reached 1,336, with notable players like Sequoia China, CICC Capital, Hillhouse Capital, and IDG Capital among the top investors [3] - The investment landscape is predominantly market-driven, contrasting with the state-owned institutions that dominate other sectors [3] Major Financing Events and Sector Analysis - The foundational model sector is consolidating, with significant investments directed towards established players like Moonshot AI, which raised $500 million at a valuation of $4.3 billion [5] - Domestic AI chips and computing power have become focal points for investment, with companies like Wallen Technology and Moore Threads receiving substantial backing [6][7] - Vertical AI applications, particularly in healthcare and enterprise automation, are gaining traction, with significant funding directed towards companies that demonstrate clear revenue and cost-saving capabilities [9] Trends in AI Investment - Investment strategies are shifting towards established companies with existing products and revenue, making early-stage financing more challenging [13] - State-owned and industrial capital are increasingly influential in the AI hard tech sector, focusing on both financial returns and industrial chain security [14] - The valuation metrics are evolving, with a greater emphasis on revenue and gross margins rather than user scale [15] - Opportunities are emerging in AI applications that integrate with traditional industries, such as manufacturing and finance, rather than standalone AI platforms [16] - The IPO landscape remains cautious, with many companies opting for mergers or acquisitions instead of pursuing public listings due to stringent regulatory requirements [17] Summary - The year 2025 marks a pivotal moment for China's AI industry, transitioning from a phase of intense competition in model development to a focus on "hard power" and practical applications [18]

Core Viewpoint - The company Fulei New Materials (福莱新材) is accelerating its production of robotic electronic skin, having recently completed a private placement to raise funds for expansion and development projects, particularly in the flexible sensor field, which is crucial for humanoid robots [1][2]. Group 1: Fundraising and Investment Projects - Fulei New Materials announced a total fundraising amount of 707 million yuan, with a net amount of 692 million yuan after deducting issuance costs, through a private placement priced at 32.66 yuan per share, representing a 2.83% premium over the base price [1]. - The four major investment projects funded by this placement include the expansion of label printing materials, upgrading electronic-grade functional materials, enhancing the R&D center, and supplementing working capital [1]. Group 2: Market Trends and Product Development - The market for flexible tactile sensors is expected to grow significantly, with predictions indicating a market size of 27.4 billion yuan by 2030, driven by the increasing complexity of robotic applications [4]. - Fulei New Materials has begun to rapidly enter the flexible sensor market, launching its first-generation electronic skin products in 2025 and subsequently introducing second and third-generation products that integrate advanced sensing capabilities [4][5]. Group 3: Strategic Partnerships and Supply Chain - Fulei New Materials signed a comprehensive strategic cooperation agreement with Lingxin Qiaoshou, which will procure 100,000 tactile sensors, positioning the company as a secondary supplier to leading humanoid robot manufacturers [7]. - The company has established a pilot production line for flexible sensors and is preparing for mass production, with plans to achieve an annual capacity exceeding 10,000 sensors [5]. Group 4: Industry Context and Future Outlook - The humanoid robot industry is approaching a significant production milestone, with Tesla's Optimus Gen 3 expected to debut in the first quarter of 2026, marking a shift towards large-scale production [8][9]. - Major Chinese manufacturers are also ramping up production, with targets in the thousands of units for 2026, indicating a broader industry trend towards mass production of humanoid robots [9].

Market Overview - On February 13, the A-share market experienced a collective decline across the three major indices, with the Shanghai Composite Index falling by 1.26% to close at 4082.07 points, the Shenzhen Component Index down 1.28% to 14100.19 points, and the ChiNext Index decreasing by 1.57% to 3275.96 points [1] - The total trading volume in the Shanghai and Shenzhen markets was 199.91 billion, a decrease of 16.19 billion compared to the previous day [1] Sector Performance - The military industry sector showed strong performance, with key stocks like Yaxing Anchor Chain hitting the daily limit [1] - The semiconductor sector was active, with concepts such as photolithography machines and photolithography adhesives seeing rapid increases, exemplified by Guofeng New Materials achieving two consecutive limits in four days [1] - The paper-making sector also performed well, with Wuzhou Special Paper hitting the daily limit [1] - Conversely, the port and shipping sector saw significant declines, with China Merchants Energy and China Merchants Shipping experiencing substantial drops [1] Stock Highlights - A total of 32 stocks hit the daily limit, with five stocks achieving consecutive limits, and 11 stocks failed to maintain their limits, resulting in a limit rate of 74% (excluding ST and delisted stocks) [1] - Notable stocks included Zhangyue Technology, which achieved five consecutive limits, and Yunnan Energy Holdings, which reached three consecutive limits [1]

转自：智通财经 注：智通财经VIP为内容资讯产品，并非投资建议。以下内容仅为资讯价值展示非对相关公 司的推荐建议，非未来走势预测。投资有风险，入市需谨慎。 在跟踪到PCB行业面临着"基本面向上"与"股价横盘"背离的情况后，智通财经VIP特联合蜂网火线直 连"PCB"行业专家，讨论当前市场的核心分歧，以及新技术的落地进程。《金牌纪要库》汇总其会议要 《金牌纪要库》：精粹专家视角，传递市场先声。 点并在2月12日22:48发布文章加以梳理，文章提及铜冠铜箔，公司在2月13日大涨，日内最高涨幅达 10.11%。 市场热点一 PCB 消息面上，日本半导体材料厂Resonac宣布自3月1日起调涨铜箔基板（CCL）、黏合胶片等印刷电路板 （PCB）材料售价，涨幅达30%以上。 《风口研报》：提前挖掘"超预期"，捕捉下一个市场"风口"！ 2月8日16:06《风口研报》精选南亚新材研报，指出CCL供需共振驱动量价齐升，南亚新材公司全系列 高速产品通过华为认证，海外M6-M9全系列LowCTE材料测试正加速推进，截至2月13日收盘，其最高 涨幅达34.96%。 2月12日21:20《智通财经早知道》引用引用机构观点指出，目前人 ...

目前，具身智能赛道有多火？对此，宇树科技创始人、CEO 王兴兴表示："目前机器人产业 或具身智能产业，背后最大的驱动因素或不确定因素，基本都是由AI主导，但增长曲线可能越 来越陡峭。如果未来几年，有真正大规模应用的具身智能AI模型和机器人技术突破， 那时候 热度可能会比现在至少高100倍，甚至1000倍。而这个热度，我觉得会远超移动互联网。 所 以，我觉得当下阶段绝对不是最热，目前可能还是处于爬坡或爬坡阶段的平台期。" 来源：央视财经 屏幕下方点个赞， 天天抓牛股！ 责编：叶舒筠 校对： 冉燕青 版权声明 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体 法律责任的权利。 转载与合作可联系证券时报小助理，微信ID：SecuritiesTimes END 点击关键字可查看 潜望系列深度报道丨 股事会专栏 丨 投资小红书 丨 e公司调查 丨 时报会客厅 丨 十大明星私募访谈 丨 存储芯片，逆市大涨！ 丨 深圳出手！不得违规开展黄金预定价交易！ 丨 美股、黄金、白银，集 体大跌！ 丨 15年以来之最，DRAM供应短缺！美存储概念股大爆发！ 丨 A股重磅！2家公司宣布， ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：宇树科技 新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同 其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。 责任编辑：常福强 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：宇树科技 新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同 其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。 责任编辑：常福强 ...