人形机器人概念股盘初冲高，沃尔德涨超10%，隆盛科技、冠盛股份涨超7%，卧龙电驱、新时达、五 洲新春纷纷上扬。 ...

【导读】首开股份：控股子公司间接持有的宇树科技股权比例约为0.3% 中国基金报记者 吴君 连续多年亏损的地产公司首开股份，最近却被资金炒爆了，近7个交易日上涨89.77%。9月11日该股在封涨停后多次被打开，尾盘跳水， 最终报收于5.01元/股，涨幅为7.05%，总市值为129亿元。 9月11晚间，公司发布公告，首次披露其控股子公司间接持有的宇树科技股权比例约为0.3%。 业内人士认为，近期人形机器人方向概念炒作力度大，投资者需要警惕风险，小心追高被套。 七个交易日涨幅近90% 首开股份再发交易风险提示 9月11日晚间，首开股份再发股票交易风险提示公告。公司称，关注到有媒体报道公司控股子公司北京首开盈信投资管理有限公司（以下简 称盈信公司）间接持有宇树科技股权，现就此事说明如下： 由于此前有消息称首开股份旗下子公司间接持 股宇树科技，首开股份被贴上了"宇树概念股"标签。9月3日该股封涨停板，9月4日继续涨 停，龙虎榜数据显示，多个游资集中的营业部成为主要推手；9月5日首开股份继续涨停，但资金面出现明显转向，多空分歧加大。 本周狂欢还在继续，9月8日、9月9日和9月10日首开股份继续拉出三个涨停板。9月10日数 ...

【导读】首开股份：控股子公司间接持有的宇树科技股权比例约为0.3% 连续多年亏损的地产公司首开股份，最近却被资金炒爆了，近7个交易日上涨89.77%。9月11日该股在封涨停后多次被打开，尾盘跳水，最终报收于5.01 元/股，涨幅为7.05%，总市值为129亿元。 9月11晚间，公司发布公告，首次披露其控股子公司间接持有的宇树科技股权比例约为0.3%。 盈信公司为公司持股比例为62.74%的控股子公司。截至2025年7月，盈信公司对金石成长股权投资（杭州）合伙企业（有限合伙）（以下简称基金）认缴 出资3亿元，实缴出资1.8亿元。经公司了解，截至8月25日，基金的认缴规模为46.10亿元。据此计算，盈信公司持有基金的认缴份额比例约为6.51%（上 述比例随着基金实际运营的认缴规模变化而变化）。 根据天眼查，基金持有宇树科技4.7683%股权。按此计算，盈信公司间接持有的宇树科技股权比例约为0.3%，持股比例很低。盈信公司对基金的投资仅为 财务性投资，对基金决策运作无控制力和影响力。 业内人士认为，近期人形机器人方向概念炒作力度大，投资者需要警惕风险，小心追高被套。 七个交易日涨幅近90% 回顾这一轮上涨，消息面上 ...

Core Viewpoint - The year 2025 is identified as the "Year of Robot Mass Production," with major tech companies like Huawei and Xiaomi accelerating their investments in humanoid robots, leading to an explosive growth phase in the industry. Group 1: Key Companies and Their Contributions - **Wolong Electric Drive**: A global leader in electric motors, providing high-torque servo motors for Xiaomi's CyberOne, and collaborating with Huawei on bionic joint actuators for low-power, high-precision control [3][4]. - **Zhuhai Guanyu**: A core battery supplier in Xiaomi's ecosystem, developing custom solid-state battery modules for CyberOne with an energy density of 400Wh/kg, enabling 12 hours of continuous operation [5]. - **Hanwei Technology**: Supplies tactile and temperature sensors to Huawei's supply chain, contributing to the "Huawei Xiaoyi" with multi-modal perception modules for adaptive environmental interaction [6]. - **Keli Sensor**: A core supplier of six-dimensional force sensors, completing Huawei prototype tests to optimize robot joint force feedback [8]. - **Zhongke Chuangda**: A key partner in Huawei's "Hongmeng + Ascend" ecosystem, developing robot operating systems and providing voice recognition and NLP algorithm optimization for Xiaomi's CyberOne [10]. Group 2: Technological Innovations - **Wolong Electric Drive**: Achieved motor efficiency exceeding 92% and reduced weight by 30% compared to traditional products, meeting the lightweight requirements of humanoid robots [4]. - **Zhuhai Guanyu**: Developed a hot-swappable battery system in collaboration with Huawei to address robot endurance challenges [5]. - **Hanwei Technology**: Flexible pressure sensors with a precision of 0.1N and a response time of less than 10ms, surpassing industry averages [7]. - **Keli Sensor**: Provides force control solutions for various applications, including industrial assembly and home services [9]. - **Fenda Technology**: Collaborates with Huawei on dexterous hand joint control systems, achieving precision of 0.01mm for millimeter-level control of grasping actions [12]. Group 3: Market Position and Future Prospects - **Zhuhai Guanyu**: Ranked among the top three in global consumer-grade lithium batteries, with a significant first-mover advantage in humanoid robot batteries [5]. - **Lansi Technology**: A strategic partner in Xiaomi's ecosystem, providing integrated solutions for facial display screens and developing electronic skin sensors, with the electronic skin market expected to exceed 5 billion yuan by 2025 [16][17]. - **Lingyi Zhizao**: A core manufacturer for Xiaomi's robots, with an automation rate of 90% in production lines and a planned annual production capacity of 500,000 units by 2025 [18][19]. - **Dazhu Laser**: Supplies core equipment for Huawei's humanoid robot production line, ensuring processing precision of 0.01mm for joint components [20]. - **Yinlun Technology**: Develops liquid cooling systems for Huawei's 5G modules, reducing volume by 60% compared to traditional air cooling systems and tripling cooling efficiency [22][23].

Market Overview - The A-share market opened with all three major indices rising, with the Shanghai Composite Index up 0.19% at 3865.29 points [1] - The Shenzhen Component Index and the ChiNext Index both opened up 0.37% [1] Sector Performance - Gold concept stocks continued their upward trend, with silver and non-ferrous metals stocks seeing a three-day rise; Western Gold surged over 5% [1] - The international gold price has risen for six consecutive days, reaching a new high [1] - Humanoid robot concepts remained active, with Zhejiang Rongtai and Bojie Co. hitting the daily limit, and Yushutech announcing its listing plan yesterday [1] - The tourism and hotel sector opened higher, with Chongqing Lou rising over 5% and Three Gorges Tourism up over 3% [1] - The beverage manufacturing sector saw an initial surge, with Kuaijishan hitting the daily limit and Guyue Longshan rising over 5% [1]

Group 1 - The humanoid robot concept sector in the A-share market has been a leading focus since 2025, with 110 related stocks, where only 2 have seen price declines this year, and nearly 70 have increased by over 30% [1][2] - The top three performing stocks in this sector are Shenghong Technology, Zhongdali De, and Changsheng Bearing, with price increases of 472.28%, 235.72%, and 222.68% respectively [2] - The overall market trend indicates a strong performance with a few exceptions, as the sector transitions from speculation to technology implementation and mass production [1][7] Group 2 - Several companies have reported significant revenue growth, such as Aobi Zhongguang, Ninebot, and Jizhi Co., with revenue increases of 104.14%, 76.14%, and 51.66% respectively [4] - The net profits of these companies have also surged, with Aobi Zhongguang's net profit increasing by 212.77%, Ninebot by 108.45%, and Jizhi Co. by 199.23% [4] - Other notable companies like Opto, Fuda Co., and Allwinner Technology have also shown strong revenue growth, with increases of 30.68%, 30.26%, and 25.82% respectively [5][6] Group 3 - The growth of the humanoid robot sector is driven by three main factors: rapid advancements in artificial intelligence technology, supportive government policies, and expanding application scenarios [7] - The Chinese humanoid robot market is projected to grow at a rate of 63% annually, reaching $3 billion this year and $3.4 billion by 2030, with an expected 252,000 humanoid robots by then [8] - The government has set ambitious goals for the humanoid robot industry, aiming for a robust innovation system and mass production capabilities by 2025 [7][8]

Market Performance - The stock indices continued to show strength, with the Shanghai Composite Index reaching a new high for the current phase, and the ChiNext Index rising over 2% [1] - As of the midday close, the Shanghai Composite Index increased by 0.86% to 3858.59 points, the Shenzhen Component Index rose by 1.61%, the ChiNext Index gained 2.22%, and the STAR 50 Index climbed 2.35% [1] - The total trading volume across the Shanghai and Shenzhen markets reached 21,024 billion [1] Sector Performance - Strong sectors included copper, real estate, mineral products, lead-zinc, liquor, precious metals, gold, communication equipment, general steel, coke, and securities [1] - Sectors that experienced adjustments included beer, telecom operations, and textiles [1] - Concept stocks such as rare earth permanent magnets, CPO concepts, optical communication, and humanoid robots saw significant increases [1] Market Sentiment - Dongguan Securities noted a significant increase in market trading activity, with a growing consensus on a slow bull market [1] - The liquidity environment continues to improve, with a noticeable trend of residents shifting asset allocation towards the equity market [1] - The backdrop of stable capital market development enhances market attractiveness, coupled with the intensive disclosure period of corporate semi-annual reports, leading to clearer profit expectations and a sustained recovery in market risk appetite [1] - Overall, the A-share market is expected to maintain a positive trend, with a potential for continued upward movement [1]

编辑：何颖曦 盘面上看，保险、券商、银行、半导体等板块走低，酿酒、家居、零售、汽车、食品饮料、汽车、 纺织服装、家电等拉升，华为概念、人形机器人概念等活跃。 中国经济周刊-经济网讯 截至收盘，上证指数报3727.29点，跌幅0.20%，成交额10608.99亿元；深 证成指报11821.63点，跌幅0.12%，成交额15274.70亿元；创业板指报2601.74点，跌幅0.17%，成交额 7553.14亿元。 ...

Market Performance - On August 19, the stock indices experienced a pullback in the afternoon, with all three major indices turning negative, while the North Securities 50 Index rose against the trend, reaching a new historical high during the session [1] - The Shanghai Composite Index slightly decreased by 0.02% to 3727.29 points, the Shenzhen Component Index fell by 0.12% to 11821.63 points, and the ChiNext Index dropped by 0.17% to 2601.74 points, while the North Securities 50 Index increased by 1.27% [1] - The total trading volume across the Shanghai, Shenzhen, and North exchanges reached 26,413 billion yuan [1] Sector Performance - Sectors such as insurance, brokerage, banking, and semiconductors saw declines, while sectors including liquor, home furnishings, retail, automotive, food and beverage, textiles and apparel, and home appliances experienced gains [1] - Concepts related to Huawei and humanoid robots were notably active [1] Market Liquidity and Investment Trends - Since mid-August, A-shares have seen a continuous rise in major indices, with increased trading activity and abundant market liquidity being the main driving forces behind the current market trend [2] - The M2 growth rate rebounded to 8.8% in July, up by 0.5 percentage points from the previous value, indicating supportive monetary policy for market liquidity [2] - Institutional funds have shown increased activity, with a net purchase of 12.206 billion yuan by northbound funds on August 15 [2] - The margin trading balance in A-shares surpassed 2 trillion yuan on August 5, marking a 10-year high, reflecting improved market expectations and risk appetite [2] - The ongoing influx of medium to long-term funds, supported by favorable policies, is expected to continue enhancing market liquidity [2] - The company suggests focusing on the rapid development of new productive forces and the broad growth potential of strategic emerging industries and future industries, particularly in the technology growth sector [2]

| 介氏健康 | V | 医疗諮械 | | --- | --- | --- | | 冠石科技 | 2 | 芯片概念 | | | 第 则经 | 0r 烤 湿 | | 车板股 8.15 | | 截至收盘斩获连板个股 | | --- | --- | --- | | 股票名称 | 连板天数 | 所属概念 | | 大元泵业 | 5 | 液冷服务器 | | *ST华嵘 | 5 | 风电 | | *ST奥维 | 4 | 军工信息化 | | *ST南置 | 4 | 地产 | | 飞龙股份 | 3 | 液冷服务器 | | 长城证券 | 3 | 证券 | | 衢州发展 | 3 | 未合体材料 | | *ST新潮 | 3 | 油气 | | 美田股份 | 3 | 液冷服务器 | | 腾龙股份 | 3 | 汽车零部件 | | 爱丽家居 | 3 | 家居 | | 宏和科技 | 3 | PCB概念 | | 山东章鼓 | 2 | 数据中心 | | 金时科技 | 2 | 储能 | | 卧龙电驱 | 2 | 人形机器人 | | 中粮糖业 | 2 | 中字头 | | 世纪日女 | | | 液冷服务器概念股大元泵业收获5连板，券商股长城证券3连板。 ...