在汽车产业智能化与电动化浪潮奔涌、全球供应链格局深度重构的当下，中国汽车零部件巨头如何借力 资本、前瞻布局，不仅实现自身的高质量发展，更在激烈的全球竞争中塑造不可替代的竞争优势？ 近日，均胜电子董事长王剑峰在接受中国证券报记者专访时，深入剖析了均胜电子的成长逻辑、战略定 力以及对未来产业的深刻洞察。通过精准全球并购，均胜电子实现"中国基因、全球布局"的关键跨越， 如今正加速描绘智能驾驶与机器人新赛道上的广阔蓝图。 并购整合塑造全球竞争力 回顾均胜电子近二十年的发展历程，其跨越式成长与一系列关键的国际并购紧密相连。 这种前瞻性布局，正逐步转化为实实在在的业务进展。目前，均胜电子已基本完成机器人关键部件解决 方案的搭建，并与智元机器人、银河通用等国内外多家机器人公司展开合作，部分产品已实现批量供货 或送样。王剑峰特别强调了与工业场景结合的务实路径。"我们首先聚焦的是工业机器人，希望在未来 三年内，解决其在复杂工业场景中应用的'最后一公里'问题，让生产线上的机器人能像熟练工人一样高 效、灵活地工作。"他认为，相较于目前更多处于展示阶段的服务娱乐型人形机器人，能切实提升制造 业效率、降低成本的工业机器人将更快迎来爆发 ...

Group 1 - The core point of the article is that Xusheng Group has received a significant order from a North American electric vehicle manufacturer, which will enhance its market position and sales potential over the next eight years, with an estimated total sales amount of approximately 7.8 billion yuan [1] - The project is expected to begin mass production by the end of 2026 and will utilize Xusheng Group's production bases in China and Mexico [1] - The company has established itself as a key supplier in the Tesla supply chain and is expanding its global footprint to meet local supply needs for overseas clients [2] Group 2 - Xusheng Group's Mexican production base is set to commence operations in June 2025, covering the entire production chain from raw material procurement to finished product manufacturing, which will enhance local supply capabilities [2] - The company is also developing a production base in Thailand, expected to start operations in the second half of 2026, focusing on the Southeast Asian electric vehicle and high-end manufacturing sectors [2] - In addition to its core business in electric vehicles, Xusheng Group is diversifying into emerging fields such as energy storage and robotics, with significant revenue growth in its energy storage segment [3]

Group 1 - The core viewpoint of the article highlights that by the end of 2025, China's total ETF assets have surpassed 6 trillion yuan, making it the second-largest ETF market globally, with products tracking the CSI 300 index nearing 1.2 trillion yuan and those tracking the CSI A500 index exceeding 300 billion yuan [1][2]. Group 2 - The index supply aspect shows that the China Securities Index Company is continuously improving its index system and accelerating innovation, optimizing the broad-based index layout and enriching the CSI broad-based derivative strategy index system [2]. - The company has released over 220 thematic indices focusing on key areas such as artificial intelligence, robotics, and the digital economy [3]. - A robust product system has been enriched with over 110 indices featuring low-risk and stable returns, including multi-asset and bond indices [4]. - The company has deepened its global index layout by collaborating with the Singapore Exchange to release indices like the Asia Select 100 and launched 26 cross-border indices, supporting high-level institutional openness [4]. Group 3 - In 2025, the A-share market is expected to show a stable upward trend with structural optimization, where most major scales and composite indices have risen, particularly small-cap and innovative growth sectors [4]. - The broad-based indices with high new productivity content have shown significant gains, with the Sci-Tech 200 index leading at a growth rate of 59.31%, followed by the Sci-Tech 100 and Sci-Tech Composite indices at 54.63% and 46.30%, respectively [4]. - Among the CSI industry indices, the All-Index Communication and All-Index Materials have recorded the highest increases of 64.71% and 61.59%, respectively, while the Shanghai Stock Exchange indices for materials and information have risen by 64.69% and 46.11% [4].

每周日至每周四22:00推送明日股市重大公告！内容包含"停复牌、增减持、投资中标、收购、业绩、解 禁、高送转"等一系列个股利好利空公告，其中重要公告均以红色标注，帮助投资者提前寻找到投资热 点，防范各类黑天鹅事件，并且有充足的时间进行分辨和寻找合适的上市公司。 ①脑机接口+机器人+低空经济+多模态AI+边缘计算+军工！这家公司引进脑机接口技术及设备作为智慧医 疗辅助工具；②脑机接口+机器人+ AI智能体+空间计算+华为鸿蒙！这家公司脑机业务预计于2026年3月 推出原型机；③锂电池+人形机器人+固态电池+军工+华为+新能源汽车！公司拟斥资87亿元投建磷酸铁锂 等项目，与智元机器人深度合作并获得首个规模化商业订单。 前言 ...

公募2025年成绩单近日揭晓：A股结构性行情加持下，重仓大科技的主动权益基金脱颖而出。 数据显示，永赢科技智选全年收益率达233.29%，登顶主动权益榜，并刷新公募年度收益纪录。2025年 涌现了75只净值翻倍的基金（仅统计初始基金，下同），备受市场关注。 在科创板块引领的结构性行情中，翻倍基金的重仓股含"科"量普遍较高，而重仓传统板块的基金业绩相 对平淡，部分产品全年陷亏损。主动权益基金业绩分化显著，全年首尾差距超过250个百分点。 业内人士指出，2026年市场风格有望趋于均衡，企业盈利修复将成为核心变量，权益投资的分化或进一 步加剧。 新业绩纪录诞生 抱团重仓，仍是2025年公募主动权益"大丰收"的底色，主要集中在AI产业链上。人工智能、算力、半导 体、机器人等科技主线轮番上涨，基金经理一旦选对细分领域，其管理的基金业绩便能获得惊人的上涨 幅度。 比如，2025年度收益冠军基金——永赢科技智选成立于2024年10月30日，该基金成立之初就选择重仓科 技赛道；2025年二季度末调仓，集中押注算力板块，覆盖众多细分领域龙头，持股高度集中，全年收益 率233.29%，大幅领跑全市场基金。 首尾业绩差超250% ...

Core Viewpoint - The 19th Asian Financial Forum, organized by the Hong Kong Trade Development Council and the Hong Kong SAR government, will take place on January 26-27, 2023, attracting over 3,600 participants globally, focusing on themes of collaboration and opportunities in changing geopolitical and macroeconomic landscapes [1][2]. Group 1: Event Overview - The forum will feature over 100 global political and business leaders and financial experts as speakers, discussing geopolitical changes, macroeconomic trends, and potential investment opportunities [1]. - The theme for this year's forum is "Empowering Industries through Finance," highlighting the integration of finance with core economic sectors [1]. Group 2: Special Features - A new "Global Industry Summit" will be introduced, focusing on the deep integration of finance and industry, aiming to amplify high-value industry potential and drive innovation [1]. - Topics at the summit will include artificial intelligence, robotics, new consumption trends, and biomedicine and healthcare, exploring opportunities for domestic companies to expand internationally and for international companies to enter the Chinese market [1]. Group 3: Engagement Opportunities - Attendees will have the chance to engage directly with industry leaders driving changes in technology, consumer goods, healthcare, and finance, while gaining insights into Hong Kong's latest developments [2]. - The forum will include multiple discussions, keynote speeches, and thematic luncheons and breakfasts, addressing global economic trends and various hot topics in finance and industry [2].

证券日报网讯1月5日，三未信安在互动平台回答投资者提问时表示，公司已在包括机器人在内的多个智 能无人设备领域进行市场布局，并已与人形机器人领域的国内部分头部企业进行业务合作，基于公司领 先密码产品为客户提供安全解决方案。 ...

证券日报网讯1月5日，博力威在互动平台回答投资者提问时表示，公司始终以开放的态度，与全球范围 内机器人领域的优秀企业保持技术交流和商业接触。未来若达成合作，公司将根据相关规则，及时通过 指定信息披露媒体发布公告。 ...

Group 1 - The company, Defu Technology (301511.SZ), has confirmed that its products are widely used in various fields including new energy vehicles, drones, robotics, energy storage systems, automotive electronics, AI servers, and 5G base stations [2]

报告导读： 热点主题交易热度整体回升， AI 应用与机器人迎来密集催化，商业航天延续 高热度 。 主题交易环境有望转好，看好： AI 应用 / 机器人 / 商业航天 / 内需消费。 主题 温度计： 热点主题交易热度整体回升， AI 应用与机器人迎来密集催化，商业航天延续高热度 。 上周热点主题日均成交额平均 8.6 亿元，日均换手率 3.84% ，整体均回升。 Meta 大额收购 Manus 和国内大模型公司港股上市提振了 AI 应用主题交易热度，资金明显净流入，数字人民币新规催化支付结算相 关板块行情，蓝箭航天 IPO 申请获受理，商业航天主题维持高热度，锂电材料、区域经济、电力相关主题回调。 2025 年 12 月中旬以来，人民币汇率走强 叠加美联储降息落地与国内财政货币发力预期，整体市场风险偏好企稳回升，主题交易环境有望转好，看好 AI 应用 / 机器人 / 商业航天 / 内需消费。 主题一： AI 应用。 Meta 大额收购 AI 智能体公司 Manus ，强化端到端执行能力，国产大模型公司智谱、 MiniMax 港股上市，强化资本实力与全球布局。 AI 应用产品性能跃升激发用户使用需求，国产大模型公 ...