格隆汇12月16日丨必创科技(300667.SZ)在互动平台表示，机器人、特别是人形机器人是比较新兴的领 域，目前公司尚未直接涉足，未来公司会积极关注机器人、人工智能等相关领域的发展趋势和机会。 ...

市场和行业上，港股相对A股弹性更大，成长相对涨幅更高。 华夏基金也从"日历效应"维度分析，恒生科技每年一季度的表现普遍较好，当前下跌风险提前释放后， 给了岁末年初重新入场、布局2026年的契机。 港股成长风格相关ETF： 12月16日，离岸人民币兑美元汇率一度升至7.04，创2024年10月4日以来新高；在岸人民币兑美元汇率 盘中最高升至7.04，创2024年10月8日以来新高。 与人民币升值形成鲜明对比的是，近期港股市场连续调整，调整幅度也大于A股。综合研究机构观点， 外部流动性的压制或是港股调整的主要原因。 一方面，虽然美联储如期降息25bp，但提前开启扩表，美债收益率近期呈现上升迹象；另一方面，市场 担忧日本央行将于12月19日重启加息周期，配合大规模经济刺激计划，进一步推升日债收益率并引发资 本回流担忧。 不过，华泰证券此前指出：自汇改以来，人民币经历了9轮升值周期，期间股市大多上涨。 恒生科技指数ETF（513180.SH）跟踪恒生科技指数规模最大的ETF 恒生互联网ETF（513330.SH）持有人户数最多的港股类ETF 港股通科技ETF基金（159101.SZ）覆盖最广泛的港股科技细分行业，包含 ...

北京市发展和改革委员会党组书记、主任杨秀玲接受专访时强调，北京要加快围绕现代化产业体系，强 化中试等产业平台建设，推动人工智能、生物医药、机器人等优势领域做大做强，加速布局6G、量 子、生物制造、脑机接口等新赛道，大力发展现代服务业，扎实推动高质量发展。（中新网） ...

Core Viewpoint - Volkswagen Group has officially ceased vehicle production at its Dresden plant starting December 16, marking the first time in its 88-year history that it has shut down a factory in Germany due to declining demand in China and Europe, as well as the impact of U.S. tariffs [2] Group 1: Factory Overview - The Dresden plant, known as the "Transparent Factory," was established in 2002 and became a landmark for its visual production process, initially dedicated to the luxury Phaeton model [3] - The factory was built at a cost of €187 million and was designed without body manufacturing, painting, or stamping facilities, focusing solely on final assembly [3] - Despite its innovative design, the Phaeton model failed to meet sales expectations, leading to its discontinuation in 2016 after incurring losses of €2 billion for the company [5] Group 2: Transition and Production Changes - After the Phaeton's discontinuation, Volkswagen invested €20 million to modify the Dresden plant, which began producing the electric e-Golf in 2017 [6] - The plant transitioned to producing the ID.3 model, but its output remained low, with only 6,500 units produced in 2022, leading to plans to cease ID.3 production by 2023 [6] - The factory's cumulative production over 22 years was less than 200,000 vehicles, hindered by high operational costs in Germany [6] Group 3: Financial Pressures and Future Plans - The closure of the Dresden plant is part of a broader capacity reduction plan by Volkswagen, which aims to cut costs amid high manufacturing expenses and low productivity [8] - In December 2024, Volkswagen reached an agreement with labor unions to maintain operations in Germany while planning to reduce production capacity by over 70,000 units and cut 35,000 jobs by 2030 [8] - The Dresden site will be repurposed into a research park focusing on artificial intelligence, robotics, and chip development, while remaining open to the public as a tourist attraction [8][9] - Volkswagen reported a net loss of €1.072 billion in Q3 2025, marking its first quarterly loss in five years, and has lowered its profit expectations for 2025 due to pressures from declining sales in China and Europe, as well as U.S. tariffs [9]

（原标题：鼎泰高科成立新公司，含AI及机器人业务） 企查查APP显示，近日，广东鼎泰智能技术有限公司成立，经营范围包含：智能机器人的研发；智能机 器人销售；人工智能应用软件开发等。企查查股权穿透显示，该公司由鼎泰高科（301377）全资持股。 fund ...

Group 1 - The core view of the report emphasizes that the convertible bond market is expected to perform well in 2026, driven by strong equity market support and a tightening supply-demand structure [1][2][36] - The convertible bond market has shown a cumulative return of 17.35% in 2025, closely following the performance of the equity markets, with the Shanghai Composite Index up 17.54% and the Shenzhen Component Index up 24.29% [1][9] - The average return on convertible bond funds was 22.63%, which, while slightly lower than equity funds, exhibited lower volatility and better drawdown performance [1][18] Group 2 - The report identifies "pan-technology" as a strategic allocation theme for convertible bonds in the coming year, focusing on sectors such as AI, chips, and cloud security [3][36] - The supply of convertible bonds is expected to tighten further, with the total outstanding amount dropping below 600 billion, and a significant number of bonds set to mature in 2026 [2][39] - The average return on equity (ROE) for A-shares is projected to increase from 20.1% in 2024 to 27.9% in 2025, indicating a strong recovery in corporate profitability [2][36] Group 3 - The report highlights that the performance of the convertible bond market is closely linked to the equity market, with a notable correlation in trends and returns [1][21] - The average price of convertible bonds increased from 120.8 yuan at the beginning of the year to 144.3 yuan by November 21, 2025, reflecting a robust market environment [21][22] - The report suggests that the tightening supply of convertible bonds, combined with improving corporate earnings, will likely maintain high valuations in the convertible bond market [2][39]

企查查APP显示，近日，广东鼎泰智能技术有限公司成立，经营范围包含：智能机器人的研发；智能机 器人销售；人工智能应用软件开发等。企查查股权穿透显示，该公司由鼎泰高科全资持股。 ...

（记者 王瀚黎） 每经AI快讯，有投资者在投资者互动平台提问：公司在人形机器人、人工智能领域的布局进展如何？ 必创科技（300667.SZ）12月16日在投资者互动平台表示，机器人、特别是人形机器人是比较新兴的领 域，目前公司尚未直接涉足，未来公司会积极关注机器人、人工智能等相关领域的发展趋势和机会。 ...

Group 1 - The chemical cyclical industry is expected to see favorable market conditions in 2026, with significant inflows into the Tianhong Chemical ETF (159133) exceeding 11 million yuan in the past 10 days, indicating strong interest in leading companies in the sector [1] - As of December 15, the Tianhong Chemical ETF (159133) has seen a growth of 4.55 million yuan in scale and an increase of 7.5 million shares over the past two weeks, demonstrating substantial growth [1] - The Tianhong Chemical ETF (159133) has attracted a total of 11.58 million yuan in the last 10 trading days, highlighting its appeal to investors [1] Group 2 - China has established itself as the world's largest producer and exporter of pesticides, with raw material production accounting for nearly 70% of the global market and exports making up almost 90% of domestic production [2] - Between 2020 and 2024, China has created 32 out of 62 new pesticides recognized by ISO, representing 51.61% of the total, solidifying its position as a key player in global pesticide innovation [2] Group 3 - Methanol imports this month are significantly below expectations, with only 600,000 tons arriving in the first two weeks, and total imports projected to be under 1.4 million tons for December [3] - Domestic supply pressures have eased as port inventories have decreased by 200,000 tons from their peak, despite a decline in spot prices [3] - Anticipated reductions in production and imports in the first quarter of next year are expected to stabilize and potentially rebound methanol prices [3] Group 4 - According to Everbright Securities, the chemical cyclical industry is poised for an improved supply-demand balance in 2026, driven by macroeconomic recovery and policy advancements [4] - The demand for new chemical materials is expected to remain strong, particularly in sectors such as AI, OLED, and robotics [4] - Recommendations include focusing on leading companies in sectors like phosphate chemicals, potassium fertilizers, agriculture, MDI, titanium dioxide, and lithium battery materials, as well as those with technological advantages in semiconductor and OLED materials [4]

12月16日，A股三大股指低开低走，深成指，创业板指分别失守13000点及3100点关口，截止午盘，沪 指跌1.22%报3820.85点，深成指跌1.88%报12866.09点，创业板指跌2.35%报3063.97点，科创50指数跌 2.02%报1292.3点；沪深两市半日成交额1.12万亿，全市场超4400只个股下跌。 盘面上，智能驾驶概念逆势拉升，浙江世宝、索菱股份等十余股涨停；数字货币概念走强，翠微股份、 航天信息涨停；零售概念反复活跃，百大集团4连板，红旗连锁、广百股份双双2连板；下跌方面，影视 院线概念集体大跌，博纳影业2连跌停；海南板块下挫，海南瑞泽跌超9%；光伏板块走低，东方日升跌 超10%，中利集团逼近跌停，中闽能源、阿特斯、上能电气、艾罗能源、阳光电源均跌超5%。 热门板块 零售概念反复活跃 零售概念反复活跃，百大集团4连板，红旗连锁、东百集团、广百股份、汇嘉时代跟涨。 消息面上，三部门近日联合印发《关于加强商务和金融协同 更大力度提振消费的通知》，提出精准施 策推动惠民生和促消费紧密结合，形成提振和扩大消费的更大工作合力。 乳业概念再度走强 乳业概念再度走强，皇氏集团一字涨停晋级2连板，欢 ...