Key Points - China Uranium Industry (001280) will open for subscription on November 21, becoming the first uranium stock in A-shares, focusing on natural uranium resource mining, sales, and trade [2] - The Ministry of Commerce is strictly implementing the consensus reached during the China-US Kuala Lumpur economic and trade consultations [4] - The Minister of Commerce discussed the ASML semiconductor issue with the UK Trade Minister, emphasizing that the responsibility lies with the Netherlands [5] - The Ministry of Foreign Affairs stated that Japanese seafood has no market in China due to recent political tensions [6] - The China Securities Regulatory Commission is enhancing capital market functions to support high-quality development [7] - Guangdong Province is focusing on developing cutting-edge technology and addressing key technological challenges [8] - Guangdong is promoting innovation in artificial intelligence and robotics, launching initiatives to expand new industrial scenarios [9] - The Chinese Academy of Sciences signed a cooperation agreement with the Shanghai government to enhance the city's innovation capabilities [10] - The Ministry of Commerce is guiding localities to improve second-hand car export policies, shifting focus from scale to value [11] - The Guangzhou Futures Exchange adjusted trading fees and limits for lithium carbonate futures contracts [12] - The 18th China-EU Investment Trade and Technology Cooperation Fair opened, with EU representatives optimistic about the Chinese market [13] Company News - Gree Electric has developed core components for humanoid robots [15] - Pingtan Development's stock will resume trading on November 21 after completing a suspension review [15] - Vanke A approved a shareholder loan from Shenzhen Metro Group [15] - Qianjin High-Tech is set to acquire 20% of the company's shares from Zhongzhong Group [15] - Fulede's executives plan to reduce their holdings by up to 85,000 shares [15] - Xidian New Energy identifies Tesla as its largest end customer [15] - Lian Micro's VCSEL chips are now used in smart driving applications with large-scale shipments [15] - New Yichang's semiconductor business has secured orders worth several million yuan [15] - Haohua Technology is expanding into electrolyte and lithium hexafluorophosphate products [15] - Huaya Intelligent's shareholders plan to reduce their holdings by up to 2.98% [15] - Wajinke's controlling shareholder intends to reduce holdings by up to 3% [15] - Oriental Yuhong's subsidiary plans to acquire 60% of Brazil's Novakem to enhance overseas operations [15] - Hefei China has seen its stock price deviate significantly from fundamentals, posing risks for investors [15] - Tuojing Technology's national integrated circuit fund plans to reduce holdings by up to 3% [15] - Aidi Precision plans to repurchase shares worth 100 million to 200 million yuan [15] - Jiumuwang's stock trading shows signs of market overheating and irrational speculation [15] - Hangcai Co. plans to repurchase shares worth 50 million to 100 million yuan [15] - Qinglong Pipe Industry won a procurement project worth 294 million yuan [16] - Feiwo Technology's actual controller plans to increase holdings by 40 million to 70 million yuan [16] - China Nuclear Construction signed new contracts worth 123.84 billion yuan as of October [16]

Core Insights - The company Heertai (002402.SZ) has disclosed significant progress in its automotive electronics and embodied robotics businesses, highlighting a robust order backlog and successful customer expansion [1] - The company has developed industry-leading capabilities in the design, development, and mass production of core vehicle systems and individual components [1] - A joint venture with Dongfang Precision and Leju Robotics is focusing on the core control components of embodied robots, with promising research and development progress [1] - The company is exploring collaborative opportunities with upstream enterprise Moer Thread, with specific partnerships to be established based on business development [1]

Core Viewpoint - The company, Heertai (002402.SZ), has reported a strong order backlog in its automotive electronics business, indicating successful customer expansion and a gradually enriching product line [1] Group 1: Business Performance - The company possesses industry-leading capabilities in the design, development, and mass production of core vehicle systems and individual components [1] - The automotive electronics business has sufficient orders on hand, reflecting robust demand and operational strength [1] Group 2: Strategic Partnerships - The company has established a joint venture with Dongfang Precision and Leju Robotics, focusing on the core control components of embodied robots, with research and development progressing smoothly [1] - The company is exploring business cooperation with its upstream partner, Moore Threads, and plans to implement specific collaborations based on actual business developments [1]

证券代码：002990 证券简称：盛视科技 盛视科技股份有限公司 投资者关系活动记录表 编号：2025-006 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | ■其他 （参加投资者集体接待日活动） | | 形式 ☐ | 现场 ■网上 电话会议 ☐ | | 活动参与人员 | 通过全景网参与"传价值・ 促信任・ 共机遇，助力上市公司 | | | 年度深圳辖区上市公司投资者网上集体接 高质量发展"2025 | | | 待日活动的投资者 | | 时间 | 2025 年 11 月 20 日 15:40-17:00 | | 地点 | 公司通过"全景路演"网站（https://rs.p5w.net），采用网络远 | | | 程的方式召开 | | | 董事长瞿磊 | | 上市公司接待人 | 独立董事曹玮 | | 员姓名 | 副总经理、财务总监龚涛 | | | 副总经理、董事会秘书秦操 | | | 公司就投资者在本次活动中提出的问题进行了回复： 1.秦总好，请问家用机器人未来会 ...

答：尊敬的投资者您好。2025 年 9 月，公司与洛阳 奥维特签署了《投资协议》，战略入股洛阳奥维特，目前 公司持有奥维特 18%的股权。此次投资是公司在高端装备 产业链布局中的重要举措，旨在通过协同奥维特的技术与 产品优势，切入机器人核心零部件赛道，为公司培育新的 业务增长极。未来，公司将依托奥维特在精密轴承领域的 技术积累与生产能力，持续深化在机器人核心零部件领域 的布局，助力高端装备制造的国产化升级。感谢您的关注。 证券代码：001326 证券简称：联域股份 深圳市联域光电股份有限公司 投资者关系活动记录表 编号：2025-005 投资者关系活动类别 □特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 ☑ 其他(2025 年深圳辖区上市公司集体接待日活动) 活动参与人员 通过全景网络提供的网上平台参与 2025 年深圳辖区上市 公司集体接待日的投资者 时间 2025 年 11 月 20 日(周四)下午 14:30-17:00 地点 通过全景路演（http://rs.p5w.net）线上交流 形式 线上交流 上市公司接待人员姓 名 1、董事会秘书、财务总监：李群艳 ...

由中国国际商会、中国欧盟商会主办的第十八届中国-欧盟投资贸易科技合作洽谈会，今天（11月20 日）在成都开幕。本届欧洽会以"互信互通·共享共赢"为主题，吸引了20多个国家的政府部门和商协会 负责人、知名企业代表、专家学者等600余人参会。许多欧盟参会代表表示，持续看好未来中国发展， 将加强与中国企业的合作。 与会嘉宾表示，中国的人工智能、具身机器人等为代表的新质生产力蓬勃发展，为欧盟企业与中国合作 打开了广阔空间。 欧洲机器人协会董事会成员兼研究副主席尤哈·罗宁：我们的很多机器人领域成员企业，其实在不断地 跟中国进行交流，他们也非常看好中国未来的市场。 西班牙纳瓦拉自治区主席玛丽亚奇维特：双方在发展上有非常大的共识。不管是对中国和西班牙、还是 整个欧盟，彼此都有非常大成长空间，而且一定能够达到双赢的局面。 欧洽会始于2002年，由欧盟委员会发起，自2006年落户成都以来，已发展为欧盟成员国参与最多、欧方 企业覆盖最广的中欧投资贸易与技术合作盛会之一。 （文章来源：央视新闻） ...

Core Insights - The article highlights the launch of enterprise services by the company "Automated Driving Heart," which has transitioned from focusing on the consumer market to addressing business needs in the autonomous driving sector [1][2]. Group 1: Company Services - The company has developed nearly 50 courses related to autonomous driving and embodied technology over the past two years, providing resources for learning, job seeking, and work [1]. - The newly launched enterprise services include brand promotion, industry consulting, technical training, and team upgrades [5]. - The company has accumulated nearly three years of industry consulting and training experience, along with a substantial expert talent pool and a fan base of nearly 400,000 across platforms [1]. Group 2: Partnerships and Collaborations - The company has established partnerships with various domestic universities, vocational colleges, Tier 1 suppliers, OEMs, and embodied robotics companies, aiming to reach more companies in need of upgrades [2].

Core Insights - A new company named Guangte (Jiaxing) Embodied Robot Manufacturing Co., Ltd. has been established, focusing on the manufacturing of service consumer robots and the research and development of intelligent robots [1] Company Information - The legal representative of the new company is Liu Feng, and it has a registered capital of 10 million yuan [1] - The company's business scope includes the manufacturing of service consumer robots, research and development of intelligent robots, and software development [1] - The shareholders of the company are Teslian Technology Group Co., Ltd. and Guangte Haizhi Ocean Technology (Qingdao) Co., Ltd. [1]

Core Viewpoint - The company has reached a cooperation intention with "Tiangong" Robotics, focusing on the development of next-generation embodied robotic electronic architecture [1] Group 1: Company Collaboration - The company will leverage its core technological advantages in robotic operating systems, industrial buses, and intelligent control to deeply participate in the technical research and development of Tiangong Robotics' products [1] - The collaboration aims to assist in upgrading the core product performance and implementing the new generation "big and small brain" integrated electronic architecture [1]

Group 1 - The establishment of Guangte (Jiaxing) Embodied Robot Manufacturing Co., Ltd. has been recently reported, with a registered capital of 10 million RMB [1] - The legal representative of the new company is Liu Feng, indicating a structured leadership [1] - The company's business scope includes the manufacturing of service consumer robots, research and development of intelligent robots, and software development [1] Group 2 - The shareholders of the company are Tesi Lian Technology Group Co., Ltd. and Guangte Haizhi Marine Technology (Qingdao) Co., Ltd., suggesting a collaboration between established firms in the technology sector [1]