人民财讯12月4日电，12月4日，三大指数小幅高开，上证指数涨0.04%，深证成指涨0.02%，创业板指 涨0.01%。盘面上，电机、有色金属、汽车零部件、贵金属、人形机器人概念等板块开盘活跃；船舶制 造、商业百货、航天航空、旅游酒店、AI手机、培育钻石概念等板块开盘走低。 ...

| 代码 | 名称 | 涨幅％v | 现价 | | --- | --- | --- | --- | | 920100 | 三协电机 | +15.96% | 67.13 | | 301550 | 斯菱股份 | +12.26% | 118.49 | | 3000095 | 华伍股份 | +10.67% | 10.37 | | 688360 | 德马科技 | +10.15% | 22.03 | | 603386 | 骏亚科技 | +10.03% | 15.14 | | 600592 | 龙溪股份 | +10.00% | 27.38 | | 603933 | 睿能科技 | +10.00% | 28.71 | | 603286 | 日盈电子 | +10.00% | 61.93 | | 002520 | 日发精机 | +9.97% | 6.40 | | 688500 | 慧辰股份 | +9.45% | 70.20 | | 002196 | 方正电机 | +7.81% | 13.53 | | 301261 | 恒工精密 | +7.34% | 91.45 | | 300882 | 海昌新材 | +6.71% | 22.74 ...

Core Insights - The robotics sector is experiencing significant activity, with a 2.35% increase in the sector as of 10:00 AM, driven by advancements in humanoid robot technology and anticipated policy support from the U.S. government [1] - Tesla's "Optimus" team showcased a running video of their humanoid robot, indicating major progress in dynamic balance and motion control, which enhances confidence in commercial viability [1] - The U.S. government is considering an executive order on robotics technology, aimed at strengthening the country's technological leadership and providing policy support for industry development [1] Sector Analysis - **Reducer Sector**: The demand for high-precision reducers is expected to rise due to Tesla's "Optimus" robot, which will drive growth for companies capable of producing harmonic and RV reducers as technology evolves and mass production ramps up [2] - **Motor Sector**: The humanoid robots require numerous micro servo motors and hollow cup motors, with performance directly impacting response speed and energy consumption. Companies with advanced motor technology are likely to benefit from increased downstream demand [2] - **Sensor Sector**: The movement control of robots relies on multi-dimensional force sensors and visual sensors for environmental perception and posture adjustment. The demand for high-end products like multi-dimensional force sensors will increase as Tesla's robot requires precise feedback and monitoring [2] - **Actuator Sector**: Actuators, which integrate motors, reducers, and sensors, are crucial for linear and rotational movements in robots. Companies like Top Group are already producing actuators, and as robots enter mass production, these components will see significant demand growth [2] Key Company Profiles - **Hua Wu Co., Ltd.**: Focused on humanoid robots, the company has developed ultra-thin electromagnetic brakes, completing design and prototype testing, laying the groundwork for entering the robotics supply chain [3] - **Jiangsu Leili**: Produces hollow cup motors, reducers, and micro servo cylinders for robotic joints, maintaining industry-leading performance and progressing with multiple partnerships with robot manufacturers [3] - **Green Harmonic**: A leading domestic company in harmonic reducers, its core technologies are widely applied in industrial robots, positioning it to benefit from the growth of the humanoid robot market [3] - **Top Group**: The company has developed linear and rotary actuators for robots, with plans to enter mass production in Q1 2024, starting with an initial order of 100 units per week [3] - **Zhongding Co., Ltd.**: Plans to invest 1 billion yuan in Hefei to establish a headquarters and R&D center for smart robots, focusing on harmonic reducers and joint assemblies, enhancing its capabilities in core components [3]

| 三花智控 | 33.840 | 4.25% | | --- | --- | --- | | HK 2050 | | | | 越疆 | 40.040 | 2.88% | | HK 2432 | | | | 优必选 | 111.700 | 2.20% | | HK 9880 | | | | 地平线机器人-W | 7.880 | 1.68% | | HK 9660 | | | 12月4日早盘，机器人概念股大幅走强，睿能科技一字涨停，走出6天5板行情。 编辑 ｜ 钉钉 | 代码 | 名称 | 涨幅％v | 现价 | | --- | --- | --- | --- | | 920100 | 三协电机 | +15.96% | 67.13 | | 301550 | 斯菱股份 | +12.26% | 118.49 | | 3000095 | 华伊股份 | +10.67% | 10.37 | | 688360 | 德马科技 | +10.15% | 22.03 | | 603386 | 骏亚科技 | +10.03% | 15.14 | | 600592 | 龙溪股份 | +10.00% | 27.38 | | 603933 ...

Group 1 - The core viewpoint of the news highlights the performance of various stock indices and sectors in the A-share and Hong Kong markets, with a notable focus on the robotics sector [2][3][4]. - The A-share market opened with all three major indices rising slightly, with the Shanghai Composite Index up by 0.04%, the Shenzhen Component Index up by 0.02%, and the ChiNext Index up by 0.01% [3][4]. - The robotics sector in the A-share market saw significant gains, with companies like Junya Technology, Longxi Co., and Ruineng Technology hitting the daily limit up, while other stocks in the sector also experienced increases [2][4]. Group 2 - In the Hong Kong market, the Hang Seng Index opened up by 0.17%, and the Hang Seng Tech Index rose by 0.21%, with notable gains in stocks like JD Health and Zijin Mining, both rising over 3% [5]. - The robotics concept stocks in the Hong Kong market also opened strong, with Sanhua Intelligent Control rising by 5.67% and Yuejiang up by 4.06%, indicating a positive trend in this sector [4][5].

2025.12. 04 本文字数：593，阅读时长大约1分钟 作者 | 一财 阿驴 09:29 国债期货开盘，30年期主力合约跌0.64%，10年期主力合约跌0.14%，5年期主力合约跌 0.09%，2年期主力合约跌0.01%。 09:27 A股人形机器人板块多股高开，骏亚科技、龙溪股份、睿能科技竞价涨停，日盈电子逼近涨 停，五洲新春、万达轴承等跟涨。 09:25 A股开盘丨三大指数集体高开 上证指数涨0.04%，深证成指涨0.02%，创业板指涨0.01%。 | 代码 | 名称 | 两日图 | | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 44 | 3879.74 | | 1.74 | 0.04% | | 399001 | 深证成指 | 3 | 12957.80 | | 2.55 | 0.02% | | 399006 | 创业板指 | 0.7 5 | 3037.05 | | 0.26 | 0.01% | 盘面上，机器人产业链走强，铜业股活跃。超硬材料、CPO、6G、卫星导航、消费电子、光伏题材 走 ...

机器人概念股涨幅居前，截至发稿，德昌电机控股（00179）上涨6.54%，报30.64港元；三花智控 （02050）上涨6.16%，报34.46港元；优必选（09880）上涨3.39%，报113港元；越疆（02432）上涨 3.29%，报40.2港元。 来源：新浪港股 ...

【机器人概念盘初大涨 睿能科技等多股涨停】智通财经12月4日电，早盘机器人概念大幅走强，睿能科 技6天5板，骏亚科技、龙溪股份涨停，日盈电子、斯菱股份创历史新高，长盈精密、恒立液压、方正电 机、襄阳轴承涨幅靠前。消息面上，12月3日，特斯拉Optimus团队发布了"擎天柱"人形机器人跑步视 频，并配文称刚刚在实验室刷新了"个人"纪录。此外美国政府正考虑在明年发布一项关于机器人技术的 行政命令。 转自：智通财经 ...

Group 1 - The core viewpoint of the article highlights the increasing governmental support for the robotics industry in the U.S., indicating a shift from private sector involvement to clear governmental backing, with potential executive orders expected next year [1] - The U.S. Department of Commerce emphasizes the importance of robotics and advanced manufacturing for bringing critical production back to the U.S., reflecting a strategic focus on the "reshoring" of manufacturing [1] - The article suggests that the robotics sector is becoming a key battleground for competition among major economies, following the trend set by artificial intelligence [1] Group 2 - The stock performance of various robotics-related companies shows significant gains, with 德昌电机控股 up 6.05% and 三花智控 up 5.67%, indicating strong market interest in this sector [2] - Year-to-date performance for these companies is notable, with 德昌电机控股 showing a 196.40% increase and 优必选 up 103.82%, reflecting robust investor confidence [2] - The overall market sentiment towards robotics stocks is positive, as indicated by the MACD golden cross signal formation, suggesting a continuation of upward momentum [2]

Group 1 - The Hong Kong stock market saw a collective rise in robotics concept stocks this morning [1] - DCH Holdings increased by 6%, while Sanhua Intelligent Control rose over 5% [1] - Other notable gains included Yuejiang up 4%, and UBTECH Robotics up over 2% [1] - Companies such as Geek+, Horizon Robotics, Shoucheng Holdings, and SUTENG also experienced increases of over 1% [1]