10月10日，简化版Model Y（Standard）登陆挪威、德国、瑞典市场网站，将于今年11、12月正式上 市。"简化版"车型将较此前最便宜售价低5000欧元。 36氪从多处获悉，特斯拉中国正推进两个新车项目，内部代号为E41、D50，分别为现款Model Y、 Model 3的减配版。 知情人士告诉36氪，"新项目部分设计和验证报告都是沿用现款Model Y与Model 3的"，目前两款新车都 已进入验证测试阶段。 据36氪了解，各处信息初步显示，投产时间可能在明年年中甚至更晚。 36氪就此消息向特斯拉求证，截至发稿，未获回应。 特斯拉中国工厂主要供应中国及欧洲市场，在中国投产简化版车型，可以视为特斯拉正在为中国及欧洲 市场"简化版"车型的推广做准备。 今年10月7日，特斯拉在北美已推出两款"简化版"车型（Standard）：售价39999美元（约合人民币28.4 万元）的Model Y，以及售价36990美元（约合人民币26.3万元）的Model 3。 简化版车型起售价较此前车型降低5000-5500美元，取消或简化了20余项配置，如取消车头贯穿灯带、 后视镜调节方式由电动改为手动、车窗取消双层夹胶玻 ...

雅创电子：机器人领域已接到小批量订单，预计将带来新的利润增长点。 ...

记者 欧阳晓红 熟悉的味道，陌生的剧本。节后，全球市场瞬间进入Risk-off（风险规避）模式，似在渡"劫"？ 那些忐忑不安，有恐高症的股市中小投资者，没想到猝不及防的市场调整说来就来。寒露时节，秋意渐浓，全球金融市场亦在冷热交织中探寻方向。何为十 月的确定性与不确定性？ 或许，答案藏于经济数据的韧性与政策的微妙平衡中。 2025年10月9日，A股沪指重新站上十年新高3900点。 一 次日，全球金融市场突变，熟悉的"恐慌"气息袭来。受特朗普新关税威胁影响（宣布自2025年11月1日起对中国商品加征100%关税），美股全线重挫，科技 股跳水，新能源、半导体、金属板块杀跌。其中，芯片指数跌超6%，AMD与高通分别下跌逾8%、7%；道指、纳指、标普500分别下跌1.90%､3.56%､ 2.71%；恐慌指数VIX报21.63点，收涨31.65%。 市场惊呼美股重演"四月暴跌"。彼时，美股市值在两个交易日内（4月3日至4月4日）合计蒸发约6.6万亿美元。纽约期金从3190美元/盎司跳水至3056美元/盎 司；美元指数从104跌到101.26，此后回升至102.85；10年期美债收益率跌破4%。而在特朗普公布所谓"对等 ...

证券日报网讯唯万密封（301161）10月13日在互动平台回答投资者提问时表示，截至2025年10月10日， 公司股东户数为12，168户。在机器人领域公司正在积极与行业头部优质客户开展协同研发，共同确定 技术方案、供样测试，目前在主要客户处部分产品已形成销售订单；在半导体加工设备方面的密封产品 已形成销售订单，部分产品也在积极验证中。两个业务领域均处于发展的初级阶段，未来发展存在极大 的不确定性，如有相关进展，公司将严格按照相关规定及时履行信息披露义务。 ...

近日，丰茂股份（301459）（证券代码：301459）公告，公司已于以7277万元成功竞得编号2025-29号 国有建设用地使用权，并与余姚市自然资源和规划局完成协议签署。 公告显示，该地块将用于建设"智能底盘热控系统生产基地（一期）"项目，从区位优势来看，该地块所 处区域产业配套成熟，周边聚集汽车零部件产业集群，未来项目投产后可充分依托当地供应链资源，降 低生产及物流成本，为产能释放提供便利条件，标志着公司在新能源汽车核心部件领域的产能布局取得 实质性进展。 公司早在2025年7月18日便召开第二届董事会第十四次会议，审议通过相关投资议案；8月6日，公司 2025年第二次临时股东大会进一步表决通过《关于对外投资建设智能底盘热控系统生产基地项目暨拟签 订落户意向协议书的议案》，明确计划投入不超过15亿元建设智能底盘热控系统生产基地。此次成功拿 地，是该募投项目从规划走向落地的关键一步。 在此之前，丰茂股份于2025年半年报中披露了阶段性经营数据：25H1公司实现营业收入约4.32亿元，归 母净利润约0.60亿元。分季度来看，25Q2公司营收约2.37亿元，环比实现20.78%的增长；归母净利润约 0.32亿 ...

Core Viewpoint - The company, Dayang Electric (002249.SZ), is actively expanding its business into the robotics sector and has initiated an employee stock ownership plan while also applying for a dual listing in Hong Kong to enhance its global presence and funding capabilities [1][2]. Financial Performance - Dayang Electric has shown steady growth in revenue and net profit from 2022 to 2025, with revenues of 10.93 billion, 11.29 billion, and 12.11 billion RMB, and net profits of 0.425 billion, 0.675 billion, and 0.912 billion RMB respectively [2][4]. - In the first half of 2025, the company reported a revenue of 6.24 billion RMB, a year-on-year increase of 7.66%, and a net profit of 0.64 billion RMB, reflecting a significant growth of 37.36% [2][4]. Business Diversification - The company has diversified its business into three main sectors: HVAC (heating, ventilation, and air conditioning), vehicle powertrain systems, and fuel cell technology, which has helped mitigate risks and open new growth avenues [3][5]. - The HVAC segment has been a cornerstone of Dayang Electric's revenue, contributing 58% of total income in 2024, with a focus on air conditioning products [3][4]. Market Position - Dayang Electric ranks second among global third-party HVAC electric drive solution providers and holds the top position in both the Chinese and North American markets [5][14]. - In the vehicle sector, the company is a key supplier for major domestic and international automakers, providing integrated powertrain systems [5][6]. Global Expansion - The company has established a dual-market strategy with 15 production bases globally, including six overseas locations, which has contributed to a balanced revenue stream from domestic and international markets [6][8]. - From 2022 to 2024, overseas sales accounted for approximately 46% of total revenue, indicating a strong international presence [6][7]. Profitability Metrics - Dayang Electric has experienced a significant increase in both gross and net profit margins, with gross margins rising from 19.3% in 2022 to 22.2% in 2024, and net margins increasing from 3.9% to 10.3% in the same period [8][9]. Future Growth Areas - The company is focusing on emerging technologies such as fuel cells and robotics, with ongoing research and development efforts aimed at enhancing its competitive edge in these sectors [10][18]. - The global HVAC market is projected to grow at a compound annual growth rate (CAGR) of 6.1% from 2024 to 2029, which could benefit Dayang Electric due to its strong market position [11][14]. Industry Trends - The powertrain system market is expected to grow significantly, with a projected CAGR of 20.2% from 2024 to 2029, driven by the increasing demand for electric vehicles [16][17]. - Dayang Electric's investments in fuel cell technology and robotics are aligned with industry trends towards clean energy and automation, positioning the company for future growth [18].

Core Viewpoint - Since the second half of this year, Dayang Electric (002249.SZ) has been actively expanding into the robotics sector and has initiated an employee stock ownership plan to incentivize its core team, while also applying for a dual listing in Hong Kong to enhance its global presence [1][2]. Financial Performance - Dayang Electric has shown steady growth in recent years, with revenues of 10.93 billion, 11.29 billion, and 12.11 billion RMB projected for 2022, 2023, and 2024 respectively, and net profits of 425 million, 675 million, and 912 million RMB for the same years [2][4]. - In the first half of 2025, the company reported revenues of 6.24 billion RMB, a year-on-year increase of 7.66%, and net profits of 640 million RMB, a year-on-year increase of 37.36% [2][4]. Business Diversification - The company has diversified its business operations, which has mitigated risks and opened up growth opportunities. It has established a three-tier business structure encompassing building and home appliance motors, vehicle powertrain systems, and fuel cell technology [2][3]. - The building and home appliance motor segment has been a stable revenue source, contributing 58% of total revenue in 2022, with HVAC products being the core of this segment [3][4]. Market Position - Dayang Electric ranks second among global third-party HVAC electric drive solution suppliers and first in both the Chinese and North American markets [5][13]. - In the vehicle industry, Dayang Electric is one of the few domestic brands supplying key components to international Tier-1 automakers, with a comprehensive powertrain system that includes motors, controllers, and reducers [5][6]. Global Expansion - The company has a dual-market strategy with 15 production bases globally, six of which are located overseas, contributing to 46% of total revenue in 2022 [6][7]. - The steady growth in domestic sales, combined with stable overseas sales, has driven the overall revenue increase for Dayang Electric [6][7]. Profitability - Dayang Electric's net profit growth has significantly outpaced revenue growth, with a compound annual growth rate of 46.49% for net profit from 2022 to 2024, compared to a 5.26% growth in revenue [8][9]. - The company's gross margin and net margin have steadily improved, with gross margins of 19.3%, 21.5%, and 22.2% from 2022 to 2024, and net margins increasing from 3.9% to 10.3% in the same period [8][9]. Future Growth Areas - Dayang Electric is focusing on emerging fields such as fuel cells and robotics, with ongoing research and development in PEM fuel cell technology and solid oxide fuel cells [16][17]. - The company has established partnerships for robotics development and is investing in key robotic module products, indicating a strategic move towards advanced technology [17]. Industry Trends - The HVAC market is expected to grow from 192.7 billion RMB in 2020 to 232.7 billion RMB in 2024, with a compound annual growth rate of 4.8% [10][13]. - The global starter and generator market is projected to grow at a rate of 5.4% from 2024 to 2029, reaching a market size of 123.5 billion RMB by 2029 [14][15]. - The powertrain system market is anticipated to grow significantly, with a projected market size of 334.3 billion RMB by 2029 and a compound annual growth rate of 20.2% from 2024 to 2029 [15].

在加速向机器人领域布局之后，大洋电机于8月推出员工持股计划，以每股4.08元的价格向不超过73人转让总数不超过910万股股份(约占总股本的0.37%)，以 此激励公司核心团队。 随后，大洋电机加入A股企业赴港上市热潮，其于9月22日向香港联交所递交发行境外上市股份(H股)并在联交所主板挂牌上市的申请，欲以"A+H"双平台架 构开启全球化新征程。 据招股书显示，华泰国际、花旗为大洋电机的联席保荐人。而在10月2日，大洋电机提交了修订版的整体协调人公告，新增了招银国际、工银国际为公司此 次赴港上市的整体协调人。 大洋电机表示，公司此次赴港上市所募集资金将用于推进摩洛哥生产基地的二期建设，以提升公司的全球产能布局;同时，公司将加强研发与技术创新，开 发下一代DIGI电机、高效控制器等产品，并重点投资具身机器人关节模组、固体氧化物燃料电池(SOFC/SOEC)技术、轴向磁通电机等新兴领域;此外，公司 将全面推进数字化升级，剩余资金则用于补充营运资金及一般企业用途。 而从业绩来看，大洋电机近年实现了稳健发展。2022至2024年，大洋电机的收入分别为109.3亿、112.88亿、121.13亿元，同期的净利润分别为4. ...

每经AI快讯，10月13日，首钢股份（000959）在互动平台表示公司是全球领先的电工钢制造商和服务 商，具备所有牌号批量稳定生产能力，其中无取向极薄带电工钢产品已供货多家机器人关节电机加工企 业。 ...

格隆汇10月13日丨首钢股份(000959.SZ)在互动平台表示，公司是全球领先的电工钢制造商和服务商， 具备所有牌号批量稳定生产能力，其中无取向极薄带电工钢产品已供货多家机器人关节电机加工企业。 公司无取向电工钢产品主要应用于新能源汽车驱动电机、工业电机、家电压缩机等领域，国内每3辆新 能源汽车就有1辆搭载"首钢心"；取向电工钢主要用于国家电力电网工程中的变压器等基础设施领域。 ...