（编辑 任世碧） 证券日报网讯 12月22日，广东鸿图在互动平台回答投资者提问时表示，公司积极推动在低空经济、具 身智能机器人等新兴市场领域的业务拓展和技术能力建设，深化与客户的同步工程合作，持续深化与科 研机构的联合预研，推动关键技术的突破与研究方向向系统性、前沿性课题拓展，通过技术、市场、组 织与资本四个层面的系统协同，力争将新兴领域业务打造为公司未来的重要增长极与战略支撑力量。 ...

中国经济网北京12月22日讯五洲新春（603667）(603667.SH)12月19日晚间披露关于持股5%以上股东权益变动触及1%刻度的提示性公告。 12月19日，公司收到五洲控股通知，控股股东之一致行动人浙江五洲新春集团控股有限公司(以下简称"五洲控股")于2025年12月1日至2025年12月18日，通 过集中竞价和大宗交易方式减持公司股份3,952,750股，占公司总股本的1.08%，控股股东及一致行动人合计持股比例由37.00%减少至35.92%，权益变动触及 1%刻度。 按照五洲新春12月1日至12月18日加权均价50.89元/股计算，五洲控股本次减持套现约合2.01亿元。 | 投资者名称 | 变动前股数 | 变动前 | 变动后股数 | 变动后比 | 权益变动方式 | 权益变动的 | | --- | --- | --- | --- | --- | --- | --- | | | (万股) | 比例(%) | (万股) | 例 (%) | | 时间区间 | | 发生直接持股变动的主体: | | | | | | | | 浙江五洲新 春集团控股 | 20, 404, 027 | 5.57% | | 4. ...

（1）本周沪深300指数跌幅0.28%，其中汽车板块涨幅0.13%，涨跌幅位居A股一级行业第19位。（2） 本周乘用车Ⅱ指数跌幅1.64%，北汽蓝谷、小鹏汽车-W领涨。（3）本周商用车指数跌幅0.43%，曙光股 份、福田汽车领涨。（4）本周汽车零部件Ⅱ指数涨幅1.12%，浙江世宝、豪恩汽电领涨。其中电控系 统涨跌幅6.86%，德赛西威、伯特利领涨；电机涨跌幅-2.00%，恒帅股份、云意电气领涨；减速机/齿轮 类涨跌幅-2.00%，易实精密、双环传动领涨；轴承涨跌幅-2.20%，冠盛股份领涨；轻量化&结构件涨跌 幅-1.46%，华达科技、天龙股份领涨；直线传动部件涨跌幅-2.98%，贝斯特跌幅较小；传感器涨跌幅 0.75%，华培动力、日盈电子领涨；Tier1涨跌幅0.64%，均胜电子、神通科技领涨。 以下为研究报告摘要： 行业重点新闻 （1）我国首批L3级自动驾驶车型获准入许可：深蓝SL03、极狐阿尔法S将在北京重庆试点；（2）中国 长安新能源汽车年销量破百万，2030年剑指500万辆产销目标；（3）岚图汽车和宁德时代签署十年深化 合作协议，优先搭载更领先的电池技术；（4）"全球首款豪华城市SUV"：奔驰VLE ...

Core Viewpoint - The article emphasizes the importance of efficiently analyzing key announcements in the market to identify investment opportunities and make informed decisions quickly [1]. Group 1: Selected Highlights - On December 15, it was noted that Pengding Holdings plans to invest 4.3 billion in a Thai park, leading to a stock increase of 1.57% on December 16 and 5.37% on December 17, totaling nearly 7% over two trading days [2]. - On December 15, it was highlighted that Zhongtung High-tech has significant advantages in producing AI PCBs, resulting in stock increases of 3.33% and 9.44% on December 16 and 17, respectively, accumulating close to 13% over two trading days [2]. - Nova Star Cloud, involved in virtual reality and AI, saw stock increases of 2.92% and 0.74% on December 17 and 18, respectively, due to its products being used in major global sports events [2]. - Shenzhen City Transportation, a key technology support unit for smart city projects, experienced stock increases of 0.99% and 1.79% on December 18 and 19, respectively [2]. - Zhongfutong, which serves government departments, had a stock increase of 3.82% on December 19 after a low opening on December 18 [2]. Group 2: Today's Overview - A company plans to invest 426 million in building an intelligent manufacturing base, focusing on sectors like air economy and humanoid robots [3]. - A company has secured over 20 billion in procurement orders for lithium salt products, emphasizing its involvement in lithium mining and battery production [3]. - A change in control to the Guangxi State-owned Assets Supervision and Administration Commission is noted for a company involved in smart logistics and industrial internet [3].

证券日报网12月19日讯宁波方正（300998）在2025年12月19日回答调研者提问时表示，公司布局机器人 业务是基于对产业发展趋势的精准判断和自身战略发展的需要，核心考量有三：一是把握新兴产业红 利，人形机器人作为集成人工智能、高端制造等先进技术的颠覆性产品，预计2025年—2030年全球具身 智能机器人市场平均复合增长率超50%，市场空间广阔，布局该领域可开辟新的增长曲线；二是响应国 家战略导向，契合"十五五"规划培育战略性新兴产业、发展新质生产力的要求，推动制造业高端化转 型；三是发挥自身优势，公司在精密制造领域的技术积累可与机器人产业形成高效衔接。与现有主营业 务的协同效应显著：一方面是技术协同，公司深耕汽车模具、智能装备领域多年，在材料选型、工艺优 化、精密结构件制造等方面的核心能力，可直接迁移至机器人关节模组、核心结构件的研发生产中，实 现技术复用；另一方面是产能与客户协同，机器人部件业务可共享公司现有生产体系，提升产能利用 率，同时依托公司服务全球头部汽车零部件企业的客户资源，为机器人业务的市场拓展奠定基础。此 外，机器人技术的应用还能反哺主营业务，例如将具身智能机器人应用于公司精密组装、分拣 ...

Core Viewpoint - The company aims to become a leading global provider of AI product solutions, emphasizing the vast potential of AI and its integration into various sectors [1][2]. Group 1: AI Strategy Implementation - The company has elevated its "AI+" strategy to a top-level corporate strategy, focusing on deep integration of AI technology in product design and application [2]. - By December 2025, the company plans to launch the "Yidao AI Intelligent Computing Solution Matrix," marking a strategic shift from being a product provider to a scene-based intelligent computing system builder [2]. - The company is committed to investing more resources into the "AI+" strategy, including establishing a corporate research institute to explore foundational AI technologies [3]. Group 2: Industry Chain Integration - The signing of the Yifeng Zhixin advanced packaging project represents a significant step in the company's integration within the semiconductor industry, enhancing its technological capabilities [4]. - The company is pursuing vertical business expansion through collaborations, aiming to strengthen its core technology and resource integration within the industry chain [4]. - The company is also planning strategic acquisitions to enter the smart interactive display and RFID sectors, enhancing its competitive edge in the "AI+" application and terminal markets [5]. Group 3: Expansion into Emerging Business Areas - The company is actively expanding its AIoT business, leveraging AI technology to innovate and create new commercial opportunities [7]. - AI glasses are a key focus area, with the company’s subsidiary, Yijing Virtual, developing a comprehensive product matrix and achieving full-chain customization capabilities [7]. - The company has also initiated a robotics team targeting the commercial cleaning sector, with the launch of its flagship A10 cleaning robot [7].

Core Insights - The company aims to become a leading global provider of AI product solutions, emphasizing the vast potential of AI technology and its integration into various sectors [1][2] - The "AI+" strategy has been elevated to a top-level strategy, focusing on deep integration of AI technology in product design and application scenarios [1][2] AI Strategy Implementation - The company has launched the "Yidao AI Intelligent Computing Solution Matrix," marking its strategic shift from a product provider to a scene-based intelligent computing system builder [2] - The strategy encompasses six major scenarios: personal, family, enterprise, industrial, wearable, and robotics, utilizing a three-in-one infrastructure of hardware computing power, AESOF platform, and AI atomic capabilities [2] - The company is investing more resources to implement the "AI+" strategy, including establishing a corporate research institute to focus on foundational AI technologies [2][3] Industry Chain Integration - The signing of the Yifeng Zhixin advanced packaging project represents a significant step in the company's integration within the semiconductor industry chain [3] - The company is extending its business from consumer electronics to advanced semiconductor packaging, enhancing collaboration across the industry chain [3] - Plans for mergers and acquisitions are underway to enter the smart interactive display and RFID sectors, aiming to enhance the company's competitive edge in AI applications and terminals [3][4] Emerging Business Expansion - The company is actively pursuing the expansion of the AIoT ecosystem, which is expected to generate diverse scene innovations and commercial growth opportunities [4] - AI glasses are a key focus area, with the company’s subsidiary, Yijing Virtual, developing a product matrix that includes AI audio glasses, AI camera glasses, and AI display glasses [5] - The company has also initiated a robotics team targeting the commercial cleaning sector, with the launch of the A10 cleaning robot as part of its new business expansion [5]

中新网杭州12月18日电(记者王逸飞)作为中国人工智能发展前沿城市的杭州，日前提出了"建设人工智 能创新发展第一城"的新目标。 17日举行的杭州市委十三届十次全体会议上，该市将"人工智能创新发展第一城建设实现重大突破，创 新活力之城的吸引力影响力更加凸显"，列入"十五五"时期杭州市经济社会发展主要目标。此次也是"人 工智能创新发展第一城"提法首次见诸杭州官方会议。 谈及"第一城"称号，杭州并不陌生。 过去十年，杭州依靠在数字经济领域的先发优势和持续发力，赢得了"数字经济第一城"的美誉。值得注 意的是，在数字经济的先行路上，该市就已在人工智能领域较早布局，标志性事件之一就是中国(杭州) 人工智能小镇在2017年开园。 近两年，随着人工智能浪潮渐起，杭州更是将人工智能创新发展作为了建设更高水平创新活力之城的首 要任务。 结合上述内容不难看出，于杭州而言，"建设人工智能创新发展第一城"的提出，既是对现有发展思路的 延续，又是对未来以科技创新塑造发展新优势的主路径予以明晰。 浙江省发展规划研究院副院长兰建平认为，作为"数字经济第一城"，杭州正实现从"互联网+"到"人工智 能+"的技术跨越，数字经济开始向智能经济演进。 ...

智通财经APP获悉，东兴证券发布研报称，2025年，化工品价格指数小幅震荡下行，化工行业仍处于低 景气阶段，但目前全球能源类成本已从高位回落，同时，从供给、需求、库存角度看，行业已出现积极 变化。展望2026年国内化工行业，供需格局有望改善，建议关注行业景气有望回升的子行业，如钛白 粉、部分农药品种、化纤、制冷剂等；资本开支和研发共同驱动中长期增长的龙头企业；受益于需求增 加或国产替代持续推进的部分高端化工新材料，如电子化工材料、高端陶瓷材料等。 从需求端来看，国内制造业需求弱复苏，新兴领域或带来增量；此外，大规模设备更新、消费品以旧换 新等具体政策，也有助于拉动汽车、家电产业链相关化工品的需求。因此国内部分化工子行业的供需格 局有改善趋势，看好钛白粉、部分农药品种、化纤、制冷剂等子行业的供需格局有望逐步好转。 (2)资本开支和研发共同驱动中长期增长的龙头企业。经历供给侧改革之后，国内化工行业的集中度已 经有了较大的提升。未来，受到环保、安全、能耗等政策限制，化工行业资本开支向龙头集聚，投资方 向主要是聚焦原有产品产能扩张、围绕产业链向下游高附加值产品延伸、或通过研发驱动向更多高壁垒 的精细化学品和新材料领域 ...

Group 1 - The implementation of the 240-hour visa-free transit policy has led to a significant increase in foreign visitors, with over 40.6 million foreign entries recorded, representing a year-on-year growth of 27.2% [2] - The smart anesthesia robot developed by Zhongke Information has successfully completed over ten clinical trials and aims to obtain certification for Class III medical devices by the end of 2028 [3] - France's economic growth is projected to be 0.9% for 2025, slightly lower than the 1.1% expected for 2024, with GDP growth of 0.5% in Q3 2023 [4] Group 2 - CITIC Securities predicts that 2025 will be a breakout year for server liquid cooling, with significant shipments expected for the GB300 cabinets [5] - Multiple money market funds have recently announced purchase limits to prevent arbitrage activities, with some funds limiting purchases to 10,000 yuan [6] - Amazon has restructured its AI team, integrating chip and model development under a new leadership, aiming to enhance its artificial intelligence capabilities [7] Group 3 - From December 18, Hainan Free Trade Port will allow customs clearance for goods entering and exiting through designated ports [8] - Data centers are contributing to a 9.6% to 13% increase in energy costs for American households, raising concerns about affordability [9] - Beijing's housing market is facing challenges due to misinformation and market panic, prompting regulatory discussions with major internet platforms [10] Group 4 - Warner Bros. Discovery has urged shareholders to reject a hostile takeover bid from Paramount Sky Dance, citing financing risks, while reaffirming support for a deal with Netflix [11] - OpenAI and Anthropic are exploring data partnerships with biotech and other companies to enhance their AI models [12] - CATL has launched the world's first production line utilizing humanoid intelligent robots for battery manufacturing, marking a significant technological advancement [14]