温馨提示 ： 点击下方图片，查看运营团队最新原创报告（共260页） 说明： 欢迎约稿、刊例合作、行业交流 ， 行业交流记得先加入 "机器人头条"知识星球 ，后添加（ 微信号：lietou100w ）微 信； 若有侵权、改稿请联系编辑运营（微信：li_sir_2020）； 正文： Optimus量产前夕， 特斯拉发包中，2026年首周（周五）， T链们终迎来一波上行行情！ 2026年开年，伴随大盘超预期上行，商业航天、脑机接口、自动驾驶皆大幅上行，尤其是前两者，成为开年两大 最热门板块，"马年炒"马""成为二级市场最火段子，然而与特斯拉市值直接相关的人形机器人Optimus却一直没 有官方利好。 缺乏官方利好催化下，T链们 没有承接去年12月底的主升行情，走势更没有实现反转；周一至周四，走势甚至有 些弱， 更多是核心利好标的间的行情且持续性差；最终，周五迎来了一波上行行情，运营微信群又是被信息轰炸 的一天。 最终，小编重新逐帧查看访谈视频中人形机器人Optimus部分，完全没有提到定型，更多是对未来的预测，如： 3年内，机器人做手术的水平，将超过地球上最好的人类外科医生。 Optimus定型是假，但T链们获发包 ...

Core Viewpoint - The company has minimal involvement in commercial aerospace, primarily providing structural components for portable satellite communication stations, which contribute a small portion to overall revenue [2] Group 1: Company Products and Revenue - The company supplies precision components such as structural parts and transmission components for humanoid robots, but does not manufacture complete robotic systems [2] - The business related to portable satellite communication stations constitutes a very small percentage of the company's total revenue [2]

每经AI快讯，有投资者在投资者互动平台提问：之前公司提到在机器人领域布局十年，有计划推出整 装机器人？还是集中致力于机器人组件？ 长盈精密（300115.SZ）1月10日在投资者互动平台表示，目前公司主要提供人形机器人精密零组件，公 司将视市场情况和客户需求推进相关业务。 （记者 王晓波） ...

长盈精密（300115.SZ）1月10日在投资者互动平台表示，公司已与国内外多家人形机器人头部品牌建立 紧密合作，正在积极扩产。公司位于深圳市宝安区燕罗街道的机器人智能制造产业园，其中有约6万平 米厂房将用于人形机器人相关产品的生产。 每经AI快讯，有投资者在投资者互动平台提问：人形机器人即将进入放量阶段，公司目前的产能规划 如何？是否为即将到来的人形机器人大规模量产准备好充足的产能？ （记者 王晓波） ...

Group 1 - Wang Teng's new company will not hire fresh graduates initially, focusing on building a product development team first [1] - The company will offer competitive salaries and benefits, with an emphasis on stock incentives [1] - Employees will have the flexibility to rest at work, promoting a non-competitive work environment [1] Group 2 - Apple's CEO Tim Cook's total compensation for 2025 is reported to be $74.29 million, with a significant portion coming from stock awards [1] - The company plans to hold its annual shareholder meeting online on February 24, 2026 [1] Group 3 - Bosideng faced criticism for a down jacket priced at 2,099 yuan with only 86 grams of down filling, raising questions about brand premium [2] - The company stated that the down filling meets national standards and pricing is based on various factors beyond just filling weight [2] Group 4 - Alibaba's Qianwen model has achieved a cumulative download of 700 million, marking significant growth in the AI open-source community [5] - The model's download rate surpassed that of several major competitors, indicating its rapid adoption [5] Group 5 - OpenAI acquired the core team of Convogo, a platform for executive coaching, to enhance its AI cloud business [7] - The acquisition was a stock transaction, and Convogo's existing products will cease operations [7] Group 6 - General Motors plans to take an additional charge of approximately $6 billion due to adjustments in its electric vehicle business [11] - This decision follows a broader reassessment of EV production capacity and investment in response to market demands [11] Group 7 - Nvidia appointed a Google Cloud executive as its Chief Marketing Officer to enhance brand visibility [7] - This move indicates Nvidia's strategy to strengthen its market presence as it enters a new growth phase [7] Group 8 - The global humanoid robot market is expected to see shipments reach approximately 13,000 units by 2025, with ZhiYuan holding a 39% market share [15] - The report predicts significant growth in the humanoid robot market, with shipments projected to reach 260 million units by 2035 [15] Group 9 - The global semiconductor sales are forecasted to reach $75.3 billion in November 2025, marking a 29.8% increase from the previous year [15] - This growth is attributed to rising demand across all major product categories [15] Group 10 - The Chinese large language model market is expected to exceed 100 billion yuan by 2030, with a compound annual growth rate of 63.5% from 2024 to 2030 [15] - Recent IPOs of domestic AI model companies indicate a shift towards commercial viability in the sector [15]

Group 1 - Wang Teng's new company will not hire fresh graduates initially, focusing on building a product development team with experienced professionals [2] - The company plans to establish branches in Shenzhen and Hangzhou after a year of operation in Beijing, with salaries and benefits comparable to major tech firms, emphasizing stock incentives [2] - Employees are encouraged to take breaks as needed, promoting a non-competitive work environment [2] Group 2 - Apple's CEO Tim Cook's total compensation for 2025 is reported to be $74.29 million, with significant portions coming from stock awards and non-equity incentives [3] - The company is set to hold its annual shareholder meeting online on February 24, 2026 [3] Group 3 - Bosideng faced criticism for a down jacket priced at 2099 yuan with only 86 grams of down filling, raising questions about brand premium [4][7] - The company stated that the down filling meets national standards and that pricing is influenced by various factors beyond just filling weight [4] Group 4 - Alibaba's Qianwen model has achieved a cumulative download of 700 million, marking a significant growth in the AI model sector [8] - The model's download rate surpassed that of other major AI models, indicating its rapid adoption [8] Group 5 - General Motors announced an additional charge of approximately $6 billion due to adjustments in its electric vehicle business, reflecting ongoing evaluations of production capacity and investment [15] - The company previously reported a $1.6 billion charge related to its electric vehicle strategy [15] Group 6 - The global humanoid robot market is projected to ship nearly 13,000 units by 2025, with ZhiYuan holding a 39% market share [21] - The semiconductor industry is expected to reach a record sales figure of $75.3 billion in November 2025, a 29.8% increase from the previous year [21] Group 7 - The Chinese large language model market is anticipated to exceed 100 billion yuan by 2030, with a compound annual growth rate of 63.5% from 2024 to 2030 [22] - Recent IPOs of domestic AI model companies signify a shift towards clearer business models and commercialization in the industry [22]

市场情绪持续回暖。沪指此番收涨后，已录得16连阳，创造新纪录。当日，人工智能应用题材爆发，影 视、短剧、游戏等板块领涨。商业航天、人形机器人、小金属概念股涨幅居前。 （来源：千龙网） 昨天（9日），A股三大股指集体飘红，沪指站上4100点，再创十年新高。截至收盘，沪指涨0.92%，收 于4120.43点；深指涨1.15%，创业板涨0.77%。当日全市场成交额再度大幅放量突破3万亿元。 2026年开市以来，市场表现红火，不仅实现开门红，沪指还创造日线最长连阳纪录。以沪指为例，开年 第一周，该指数累计上涨151点，涨幅为3.8%。 展望全年，国内机构普遍认为，自2024年9月以来的行情有望延续。外资机构也表示看好人民币资产。 华尔街投行高盛近日报告表示，海外"长钱"正在积极布局中国资产，对中国股市的配置兴趣显著升温。 成交额体现着市场成交规模和活跃度，昨天，A股全市场成交额达到31523亿元。这是A股历史上第六次 成交额突破3万亿元大关。此前五次分别在2024年10月8日、2025年8月25日、2025年8月27日、2025年8 月28日、2025年9月18日。 ...

Group 1 - A-shares experienced a significant increase, with the Shanghai Composite Index achieving a 16-day winning streak, closing at 4120.43 points, the highest in over 10 years. The market turnover exceeded 3.1 trillion yuan, marking the sixth instance in A-share history of surpassing 3 trillion yuan in turnover [1] - The food delivery service industry is facing intense competition, leading to a government investigation into market conditions. Major platforms like Meituan and JD Delivery have expressed willingness to cooperate with the investigation [1] - The U.S. Federal Reserve's expectation for a rate cut in January 2026 has diminished significantly, following disappointing non-farm payroll data for December 2025, which showed an increase of only 50,000 jobs, below the expected 60,000 [1] Group 2 - The State Council has announced a comprehensive policy package to promote domestic demand, including optimizing service industry loans and implementing interest subsidies for personal consumption loans [2] - China's CPI rose by 0.8% year-on-year in December 2025, the highest increase since March 2023, while PPI decreased by 1.9% year-on-year, with a narrowing decline compared to the previous month [2] - The Ministry of Commerce has issued a task list for expanding service industry openness in nine cities, focusing on telecommunications, healthcare, finance, and trade [2] Group 3 - Shanghai has released a three-year action plan to support the transformation and upgrading of advanced manufacturing, aiming to add 100 manufacturing enterprises with an annual output value exceeding 1 billion yuan by 2028 [3] - The Hong Kong stock market saw a slight increase, with the Hang Seng Index rising by 0.32%. Notably, MiniMax's stock surged by 109% on its debut [3] - The China Securities Regulatory Commission has introduced a reward system for whistleblowers reporting serious violations in the securities and futures markets, with potential rewards up to 1 million yuan [3] Group 4 - Tianpu Co. is under investigation by the CSRC for significant stock price fluctuations and has announced that it has no plans to engage in AI-related business [4] - The Shanghai Stock Exchange is monitoring several companies, including *ST Zhengping and *ST Yazhen, for potential violations [4] Group 5 - The first batch of fund quarterly reports indicates that equity funds maintained high stock positions, with significant growth in fund sizes driven by net value increases. Fund managers are optimistic about sectors like computing power and semiconductors [5] - The trust industry reported a slight increase in revenue, with Shaanxi Guotou's revenue reaching 2.928 billion yuan in 2025, a year-on-year growth of 0.03% [5] Group 6 - The Ministry of Finance has announced the cancellation of VAT export rebates for photovoltaic products starting April 1, 2026, which may lead to a short-term increase in exports but a long-term decline [7] - A report indicates that Chinese companies dominate the global humanoid robot market, with Zhiyuan holding a 39% market share [7] Group 7 - The latest data shows a 13.5% year-on-year decline in residential land transaction area in 300 cities, with a 10.6% decrease in land transfer fees [8] - The passenger car market in December 2025 saw a retail decline of 14% year-on-year, while new energy vehicles experienced a 2.6% increase [8] Group 8 - The global central banks purchased 45 tons of gold in November 2025, maintaining a high level of net purchases for the year [16] - The international precious metals market saw significant price increases, with COMEX gold futures rising by 1.29% [17]

这是目前车企进军人形机器人赛道的众多案例之一。由于在技术路线方面有天然优势，汽车主机厂及产 业链相关企业成为下场造机器人的跨界主力。记者注意到，目前包括奇瑞汽车、东风汽车、黑芝麻智 能、商汤科技等在内的多家汽车相关企业已经发布了相关产品。 日前，商汤科技旗下大晓机器人在上海召开发布会，发布了具身超级大脑模组A1、开悟世界模型3.0等 多个产品，并且在具身本体、芯片、硬件等领域与头部企业合作。 商汤科技联合创始人、执行董事、大晓机器人董事长王晓刚在接受记者采访时表示，汽车和机器人有很 多相通的地方。"公司入局赛道以场景和产品为导向，满足客户的需求降低成本，在此基础上，公司尽 量希望依靠合作伙伴和生态的力量。" 新玩家竞相涌入 中经记者 杨让晨 石英婧 上海报道 人形机器人正在成为龙头车企的"第三增长曲线"。 2026年1月5日，奇瑞集团发文称，公司正在加速孵化包括墨甲机器人在内的第三增长曲线。《中国经营 报》记者注意到，此前不久的2026年1月1日，奇瑞墨甲机器人已经收到了一笔新投资。 芜湖伯特利汽车安全系统股份有限公司（以下简称"伯特利"，603596.SH）在2026年1月1日发布公告 称，将向墨甲机器人投 ...

Core Viewpoint - The A-share market continues its strong upward trend, with the Shanghai Composite Index surpassing the 4100-point mark, reaching its highest level since July 2015, driven by policy benefits, capital inflow, and industry trends [1][2]. Market Performance - Major indices closed in the green, with the Shanghai Composite Index rising by 0.92% to 4120.43 points, the Shenzhen Component Index up 1.15% to 14120.15 points, and the ChiNext Index increasing by 0.77% to 3327.81 points [2]. - The A-share market's trading volume exceeded 3 trillion yuan for the sixth time in history, with a single-day turnover of 3.15 trillion yuan, marking an increase of over 320 billion yuan from the previous trading day [2]. Margin Trading - The margin trading balance reached a historical high of 26,206.09 billion yuan, reflecting strong enthusiasm for leveraged funds, with a net increase of 158.67 billion yuan from the previous day [3]. - Among 31 primary industries, 21 experienced net buying in margin financing, with the non-bank financial sector leading with a net buy of 3.79 billion yuan [3]. Investment Focus - Key investment themes include commercial aerospace, AI applications, and humanoid robots, with significant market activity in these sectors [4][5]. - The commercial aerospace sector saw a surge, driven by government plans to enhance the manufacturing industry, while AI applications are gaining traction with new product launches [4]. - The humanoid robot sector is experiencing a price surge, particularly following a major acquisition by a leading company [5]. Structural Opportunities - Despite major indices reaching new highs, approximately 90% of stocks have not surpassed their previous peak closing prices from late 2024 to the end of 2025, indicating a concentrated market rally [6]. - Industries with stocks that have broken previous highs include non-ferrous metals, military industry, and AI computing, while sectors like technology growth and consumer goods still have significant room for recovery [6][7]. - Analysts suggest that the market may experience a period of consolidation, but strong market sentiment and high trading volumes indicate a continued focus on structural opportunities [7].