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。 ...

2025.10.13 10月13日，A股三大指数低开高走，截至收盘，沪指跌0.19%，深成指跌0.93%，创业板指跌1.11%，科 创50指数涨逾1%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 1 S | 3889.50 | -7.53 | -0.19% | | 399001 | 深证成指 | MN | 13231.47 | -123.95 | -0.93% | | 399006 | 创业板指 | MW | 3078.76 | -34.50 | -1.11% | | 000688 | 科创50 | ww | 1473.02 | 20.34 | 1.40% | 盘面上，自主可控产业链全线爆发，稀土永磁板块掀涨停潮，光刻机、锂电、稀有金属、操作系统板块 集体走强，核聚变、固态电池概念保持活跃；机器人、消费电子、汽配、CRO概念普遍下挫。 具体来看，稀土永磁概念股集体爆发，银河磁体、新莱福、惠城环保、中国稀土、北方稀土等10余股涨 停。 可控核聚变反复活跃，合锻智能、永鼎股份、 ...

格隆汇10月13日｜上证指数低开高走收跌0.19%，较开盘低点回升近90点；科创50涨1.4%。自主可控产业链全线爆发，稀土永磁板块掀涨停潮，光刻机、锂 电、稀有金属、操作系统板块集体走强，核聚变、固态电池概念保持活跃；机器人、消费电子、汽配、CRO概念普遍下挫。 | 上证指数 | 深证成指 | 北证5( | | --- | --- | --- | | 3889.50 | 13231.47 | 1487.4 | | -7.53 -0.19% -123.95 -0.93% -19.49 -1 | | | | 科创50 | 创业板指 | 万得全/ | | 1473.02 | 3078.76 | 6304.0 | | +20.34 +1.40% -34.50 -1.11% -22.32 -0 | | | | 沪深300 | 中证500 | 中证A5( | | 4593.98 | 7376.56 | 5550.3 | | -22.86 -0.50% -21.66 -0.29% -27.36 -0 | | | | 中证1000 | 中证2000 | 中证红和 | | 7519.76 | 3085.54 | 5534.3 ...

格隆汇10月13日丨通达动力(002576.SZ)在互动平台表示，公司生产的伺服电机铁芯可适用于机器人的 驱动电机。至目前为止，公司暂未与宇树机器人或其子公司形成直接的合作关系。 ...

格隆汇10月13日丨通达动力(002576.SZ)在互动平台表示，公司生产的伺服电机铁芯可适用于机器人的 驱动电机。至目前为止，公司暂未与宇树机器人或其子公司形成直接的合作关系。 ...

格隆汇10月13日丨吴通控股(300292.SZ)在互动平台表示，公司专注于互联网信息服务、电子及通讯智 能制造两大类业务，包括移动信息服务、通讯基础连接产品、无线数据终端产品及电子制造服务等，公 司目前不涉及机器人相关产品。 ...

Market Overview - On October 13, A-shares experienced a low opening but closed higher, with the Shanghai Composite Index down 0.19%, Shenzhen Component Index down 0.93%, and ChiNext Index down 1.11%, while the Sci-Tech 50 Index rose over 1% [3][4]. Sector Performance - The self-controllable industrial chain saw a significant surge, particularly in the rare earth permanent magnet sector, with stocks like Galaxy Magnetics, New Lai Fu, and Northern Rare Earth hitting the daily limit [4][5]. - The controllable nuclear fusion sector remained active, with stocks such as Hezhong Intelligent and Yunding Co. also reaching the daily limit [6]. Trading Volume and Market Sentiment - The total trading volume in the Shanghai and Shenzhen markets was 2.35 trillion yuan, a decrease of 160.9 billion yuan compared to the previous trading day, with over 3,600 stocks declining [7]. - Main capital inflows were observed in the steel, banking, and non-ferrous metal sectors, while outflows were noted in consumer electronics, automotive parts, and battery sectors [9]. Institutional Insights - Guotai Junan stated that recent market fluctuations do not alter the long-term positive outlook for the stock market, viewing external shocks as opportunities to increase holdings in the Chinese market [11]. - Guoyuan Securities indicated that the rare earth sector is experiencing short-term rotations, with mid-term value reassessment driving upward volatility [12].

Core Viewpoint - New Lai Fu plans to issue shares and pay cash to acquire 100% equity of Jin Nan Magnetic Materials, with a share issuance price of 33.98 yuan per share, which will account for 21% of the total share capital post-transaction, excluding the impact of fundraising [1] Company Overview - New Lai Fu's actual controller remains Mr. Wang Xiaoming [1] - Jin Nan Magnetic Materials focuses on neodymium iron boron, soft magnet, and robotics, forming a synergy of products, capacity, and customers [1] Business Operations - Jin Nan Magnetic Materials supplies oil-containing bearings in bulk to the top five micro-motor manufacturers globally and provides gearboxes to leading domestic sweeping robot manufacturers [1] - New Lai Fu has recently developed ultra-fine soft magnetic powder targeting high-frequency scenarios above 1MHz (such as chip inductors), with initial performance evaluations comparable to similar high-end products, opening new fields in electric control for new energy vehicles, 5G base stations, AI servers, and supercomputing [1] Future Prospects - High-performance samarium iron nitrogen powder is expected to achieve mass production by 2025, with costs 30% lower than neodymium iron boron; it offers temperature stability suitable for new energy vehicles and smart home applications, along with excellent corrosion resistance for use in liquid cooling systems, water pumps, and oil pumps [1] - The investment rating is maintained at "Buy" [1]

机器人、智能驾驶、消费电子等板块早盘集体回调，截至午间收盘，国证机器人产业指数下跌4.5%，中证智能电动汽车指数下跌3.3%，中 证消费电子主题指数下跌2.8%，中证物联网主题指数下跌3.6%，机器人ETF易方达（159530）早盘获5500万份净申购。 每日经济新闻 | 关公司股票组成。 | -2.8% | 65.2倍 | 99.3% | | --- | --- | --- | --- | | 物联网ETF易方达 | | | 159895 | | 跟踪中证物联网主题指数 | | | - . . . ///////// | | 该指数聚焦的物联网是智能 终端实现万物互联的重要基 础,由业务涉及信息采集、 | 截至午间收盘 该指数涨跌 | 该指数 滚动市盈率 | 该指数自2015年 发布以来估值分位 | | 信息传输、物联网应用领域 的公司股票组成。 | -3.6% | 33.8倍 | 53.5% | ...

| 陈 瑶 | | 投资咨询资格编号：S1060524120003 | | --- | --- | --- | | 郭子睿 | | 投资咨询资格编号：S1060520070003 | | 任书康 | | 投资咨询资格编号：S1060525050001 | | 研究助理 | | | | 高 | 越 | 一般从业资格编号：S1060124070014 | | 胡心怡 | | 一般从业资格编号：S1060124030069 | 证券研究报告 基金双周报：ETF市场跟踪报告 证券分析师 2 ETF市场回顾： • 收益表现与资金流向：截至10月10日，近两周ETF产品整体表现较好。主要宽基ETF中，中证500涨幅最大，行业与主题产品中，周期行业ETF涨幅最大。近 两周，主要宽基ETF中，科创50、中证A500、沪深300、创业板指ETF资金净流入额最大，中证A50ETF资金净流出额最大。2）近两周，医药ETF资金由净流 入转为净流出，周期、新能源ETF资金加速流入，科技、红利、消费、大制造其他、军工、金融地产 ETF资金流入速度放缓。债券ETF方面，资金流入信用债 和短融ETF，短融ETF资金由净流出转为净流入，信用债 ...