原"华为天才少年"彭志辉出任上纬新材(688585.SH)董事长。 11月25日晚间，上纬新材发布公告称，董事会会议选举彭志辉为第四届董事会董事长，田华为首席执行官(CEO)，并担任法定代表人。同时，董事会还选举 了多位董事及管理人员。 智通财经查询上纬新材官网获悉，目前该公司董事会和管理层一栏已经更新了新一届管理团队人员名单。 上纬新材新一届管理团队部分人员。来源：上纬新材官网 上纬新材表示，公司管理团队由在公司全职工作的田华、周斌(联席CEO兼CTO)、章彪(CFO)、李元(董事会秘书)组成；彭志辉、姜青松、钮嘉仍在智元创新 (上海)科技有限公司任职，不在公司担任除董事以外的其他行政职务。 根据智元机器人官网消息，彭志辉目前担任智元机器人的联合创始人、总裁兼CTO，姜青松则为智元机器人的合伙人、高级副总裁和营销服总裁，钮嘉则为 智元机器人的合伙人、副总裁和首席人力资源官。 截至11月25日收盘，上纬新材报118.34元/股，涨幅为3.21%，公司总市值477.34亿元。 彭志辉的网名为"稚晖君"，目前在B站上拥有283.6万粉丝，曾入选bilibili 2021百大UP主，也曾被称为"华为天才少年"。 上 ...

今日聚焦 1、摩尔线程中签号出炉 共有33600个 摩尔线程发布首次公开发行股票并在科创板上市网下初步配售结果及网上中签结果公告，本次发行战略配售的缴款及配售工作已结束，本次发行最终战略 配售结果如下。中签号码共有33600个，每个中签号码只能认购500股摩尔线程A股股票，中签结果如下。 | 末尾位数 | 中签号码 | | --- | --- | | 末"4"位数 | 5878, 0878, 9856 | | 末"5"位数 | 82351, 62351, 42351, 22351, 02351, 01433 | | 末"6"位数 | 531423, 031423, 735823 | | 末"7"位数 | 7314483, 9814483, 4814483, 2314483 | | 末"8"位数 | 50424341, 12313399, 54014918, 63005163, 88007204, | | | 17371775, 27066860, 12908735, 58145735 | 2、华友钴业：与亿纬锂能签订超高镍三元正极材料供应协议 提升公司锂电新能源材料市场占有率 华友钴业(603799.SH)公 ...

Market Overview - The main board saw significant gains with notable stocks such as Dingxin Communication (+10.07%), Huanrui Century (+10.06%), and Shida Group (+10.04) [1] - The ChiNext board led with Jia Yuan Technology (+20.00%) and Guangku Technology (+20.00%) [1] - The Sci-Tech Innovation board also experienced gains with Dekeli (+20.00%) and Changguang Huaxin (+20.00%) [1] - Active sub-industries included SW Printed Circuit Boards (+5.82%) and SW Gaming III (+5.36%) [1] Domestic News - Huawei launched the new Mate 80 series, featuring the Kirin 9020 chip, which shows a 35% performance improvement over the Mate 70 [1] - TCL Huaxing signed a contract to build a printed OLED pilot verification platform, aiming to increase monthly production capacity from 3,000 to 9,000 large panels [1] - Shunluo Electronics announced that its TLVR inductor products have achieved mass supply, marking progress in high-performance magnetic devices for AI servers [1] - BOE's Jingdong project phase three has officially started, with expectations to achieve mass production by December 2026, adding over 10 million pieces of annual capacity [1] Company Announcements - Huashi Technology announced an investment of 22.5 million yuan to increase its stake in Hangzhou Yuchuang Robot Technology Co., Ltd. to 15% [2] - Liansheng Technology plans to terminate certain value-added telecommunications business licenses to align with its strategic transformation [2] - Allianz Ruishi announced an investment of 8 million yuan to establish Jiangsu Yuanqi Lian'an Robot Technology Co., Ltd., focusing on embodied intelligent robots [2] - Weijie Chuangxin received a government subsidy of 5 million yuan, accounting for 21.07% of its net profit for 2024 [2] International News - Enjet signed a business agreement with JWMT to develop glass substrate post-processing technology for next-generation high-density packaging [3] - The European Commission approved a 450 million euro subsidy for ON Semiconductor to build an 8-inch silicon carbide factory in the Czech Republic [3] - AIST announced the successful construction of Japan's first 12-inch wafer shared pilot line supporting advanced processes [3] - Microsoft launched a new open-source small language model, Fara-7B, designed for computer operations [3]

证券代码：002101 证券简称：广东鸿图 广东鸿图科技股份有限公司投资者关系活动记录表 编号：2025-07 | | □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（券商策略会） | | 参与单位名称及 | 东吴证券、毅远基金、汇丰晋信基金、开源证券、中金公司、泰康 | | 人员姓名 | 资产、中信建投证券、长盛基金 | | 时间 | 2025 年 11 月 4 日-5 日；2025 年 11 月 12 日-13 日 | | 地点 | 上海、北京 | | 上市公司接待人 | 副董事长兼董事会秘书 廖坚 | | 员姓名 | | | | 1、公司近期经营情况介绍？ | | | 答：公司今年前三季度实现营收 66.53 亿元，同比增长 18.71%； | | | 实现归母净利润 2.1 亿元，同比下降 21.38%；利润下滑的主要原因 | | | 是受市场业务客户年降力度加大、订单毛利下降、原材料价格上涨 | | | 等因素影响。 | | 投资者关系活动 | 从单季度来 ...

证券代码：002101 证券简称：广东鸿图 广东鸿图科技股份有限公司投资者关系活动记录表 答：公司已组建专门的团队在做镁合金的业务，相关设备也在 陆续投建，已经有几款产品处于实验验证阶段。目前镁合金产能在 国内市场是稀缺的，处于卖方市场阶段，且工艺技术相比铝合金要 难，所以毛利率水平相较铝合金产品应该会好一些。 6、公司的技术能力较强，请介绍一下公司的研发团队和研发 投入情况？ | 投资者关系活动 | □特定对象调研□分析师会议 | | --- | --- | | | □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（券商策略会） | | 参与单位名称及 | 广东上市公司协会、广州基金业协会、全景网以及机构投资者共 40 | | 人员姓名 | 余人。 | | 时间 | 2025 年 11 月 21 日 | | 地点 | 肇庆 金利工厂 | | 上市公司接待人 | 副董事长兼董事会秘书 廖坚 | | 员姓名 | 技术总监 闫锋 | | | 证券事务代表 谭妙玲 一、投资者一行先后参观公司展厅和生产车间； | | | 二、提问交流环节： | | | 1、 ...

Core Insights - Changan Automobile is planning to launch a humanoid robot named "Xiao An" next year as part of its investment in the robotics sector [1] - The company is adopting a "1+N+X" strategic layout to develop intelligent automotive robotics technology and business [1] Company Strategy - Changan's robotics strategy focuses on core scenarios and aims to integrate technology and business in a commercial + technical closed loop [1] - The company plans to collaborate with leading partners to develop humanoid robots, addressing key technologies such as the robot's "brain," "energy," and "drive" [1] Product Development - The humanoid robot "Xiao An" has a height of 169 cm, weight of 69 kg, speed of 0.8 m/s, and features 40 degrees of freedom with a battery life exceeding 2 hours [1] - The robot is designed to interact with humans, demonstrate martial arts, and assist in work, with additional functionalities under development and testing [1] Future Plans - Changan aims to gradually release prototypes starting next year, with the first vehicle-mounted component robot expected in the first quarter [1] - The company will showcase humanoid robot products at the 2025 Guangzhou Auto Show [1]

近日，广汽集团在互动平台表示，在具身智能机器人方面，本公司已推出第二代载人轮足机器人 GoMove、服务机器人GoSide、第三代人形机器人GoMate及第四代人形机器人GoMate Mini，并于2025 年上半年在康养、安防场景展开示范应用，计划年内在广州设立全球首个具身智能人形机器人示范区， 2026年完成商业模式验证，2027年启动大规模量产，力争到2030年实现机器人产业链产值突破10亿元。 ...

长安汽车(000625.SZ)发布投资者关系活动记录表，机器人业务规划方面，公司基于工厂、门店、家庭 和特种应用场景，按近-中-远期三步走的方式，做面向商业+技术闭环的整合商，打造多款具身智能机 器人产品。预计从明年开始，逐步发布原型机并持续迭代；此外，预计明年一季度将发布首款车载组件 机器人。 ...

Core Insights - Junsun Electronics and Hezhima Intelligent have officially established a strategic partnership focusing on the joint development of robotic domain controllers, optimization of intelligent computing platforms, and co-creation of industry scenario solutions [1][2][3] Group 1: Company Overview - Junsun Electronics is a leading automotive parts company that has been actively expanding into the robotics components business since 2025, leveraging its extensive experience in automotive parts technology, manufacturing, and supply chain [1] - Hezhima Intelligent is a benchmark enterprise in the intelligent computing field, specializing in high-performance AI SOC chips and edge computing modules, with its products widely used in smart driving, robotics, and intelligent manufacturing [2] Group 2: Strategic Collaboration - The collaboration aims to leverage the core strengths of both companies, with Junsun Electronics providing its engineering and industrialization experience, while Hezhima Intelligent offers high-performance intelligent computing chip and platform technology [3] - The partnership is expected to enhance both companies' competitive advantages in their respective fields and provide innovative solutions to address industry challenges related to core technologies and multi-platform compatibility [3] Group 3: Technological Development - The strategic cooperation will focus on the development of next-generation embodied intelligent robot control systems and industry solutions, emphasizing resource sharing, collaborative innovation, and mutual benefits [3] - Hezhima Intelligent launched the SesameX multi-dimensional intelligent computing platform on the same day the partnership was announced, providing a solid technical foundation for their collaboration [2]

Core Insights - Junsheng Electronics and Hezhima Intelligent have reached a strategic cooperation to focus on the joint development of robot domain controllers, optimization of intelligent computing platforms, and co-construction of industry scenario solutions [1][3] - The collaboration aims to enhance innovation capabilities and industrial competitiveness in the field of intelligent manufacturing and embodied intelligence technology [1][3] Company Overview - Junsheng Electronics is expanding its robot component business starting in 2025, leveraging its deep experience in the automotive parts sector to drive the integration of intelligent manufacturing and embodied intelligence technology [1] - The company has established a comprehensive solution for key components and is now extending its capabilities to support domestic chip platforms through its partnership with Hezhima Intelligent [1] Technology and Product Development - Hezhima Intelligent specializes in high-performance AI SOC chips and intelligent computing solutions, with its products widely used in intelligent driving, robotics, and smart manufacturing [2] - The company has launched the SesameX multi-dimensional intelligent computing platform aimed at the robotics industry, enhancing robot control and perception decision-making capabilities [2] Strategic Collaboration - The partnership between Junsheng Electronics and Hezhima Intelligent is built on a foundation of previous cooperation in the intelligent automotive sector, focusing on the development of autonomous driving domain controllers [2][3] - Both companies emphasize resource sharing, collaborative innovation, and mutual benefits in their ongoing efforts to advance the next generation of embodied intelligent robot control systems and industry solutions [3]