Group 1 - The company, Rishang Group (002593.SZ), focuses on two main businesses: automotive wheels and steel structures [1] - Currently, the company has not expanded into robotics-related businesses [1]

证券日报网1月26日讯 ，宏润建设在接受调研者提问时表示，2026年，公司目标是机器人业务小批量订 单落地，实现营业收入。同时，二次开发产品实现工程场景应用，以进一步提升公司在基础设施施工领 域的科技含量和技术亮点。 （文章来源：证券日报） ...

Core Viewpoint - The company plans to acquire 70% of Shenzhen Haofei New Materials Co., Ltd. for 630 million yuan, valuing the entire company at 900 million yuan, marking its entry into the lithium battery materials industry [1][2] Group 1 - The acquisition will allow the company to integrate Haofei New Materials as a subsidiary, enhancing its capabilities in functional materials for lithium batteries [1] - Haofei New Materials is a leading domestic supplier of dispersants for new lithium batteries, focusing on improving key performance indicators such as conductivity and safety through innovative materials [1] - The transaction is positioned to leverage the growing demand in the new energy vehicle and energy storage sectors, driven by technological upgrades and the localization of high-end materials [2] Group 2 - The company aims to utilize Haofei's established customer channels in the lithium battery industry to accelerate its development in high-end lithium battery auxiliary materials [2] - The strategic move is expected to create a new growth engine for the company by expanding its business boundaries and integrating technological resources [2]

编辑 ｜ 钉钉 26日晚，宇树科技官宣成为 " 中央广播电视总台2026年春晚机器人合作伙伴"。这是宇树第三度与春 晚结缘。从2021年牛年春晚机器牛"犇犇"的初次亮相，到2025年由张艺谋导演执导的人形机器人 《秧BOT》的 " 现象级 " 破圈，2026年宇树科技将再度登上春晚舞台。 记者｜ 宁佳彦 ...

证券日报网讯1月26日，卡倍亿（300863）在互动平台回答投资者提问时表示，公司于2025年11月5日设 立机器人子公司，截至目前尚未产生经营业绩。 ...

Core Viewpoint - Guangdong's foreign trade is expected to grow at an average annual rate of 6% during the 14th Five-Year Plan, significantly higher than the 2.2% growth rate during the 13th Five-Year Plan, demonstrating resilience and competitiveness in the face of external challenges [1] Group 1: Foreign Trade Growth - Guangdong's foreign trade volume is projected to reach 9.49 trillion yuan by 2025, with a year-on-year growth of 4.4%, maintaining its position as the largest in the country for 40 consecutive years [1] - In the previous year, Guangdong organized over 300 "Yue Trade Global" overseas exhibitions, assisting more than 26,000 enterprises in expanding into international markets [1] Group 2: Export Industry Development - Guangdong is actively cultivating advantageous export industry clusters, including two trillion-yuan clusters in electronic information and modern light industry, one 500 billion yuan cluster in artificial intelligence, and several clusters at the billion and hundred billion yuan levels [2] - AI chip equipment exports exceeded 800 billion yuan last year, marking a year-on-year growth of 19.9%, while exports of "new three samples" surpassed 200 billion yuan, with a growth rate of 30.6% [1] Group 3: Import Growth and Strategy - In the previous year, Guangdong's imports reached 3.46 trillion yuan, with a year-on-year growth of 7.8%, leading the nation for 24 consecutive months [2] - The province plans to strengthen the construction of three national import demonstration zones in Nansha, Huangpu, and Qianhai, focusing on major commodities and electronic components [2] Group 4: E-commerce and New Industries - Guangdong aims to further enhance traditional industries while developing emerging industries, including the establishment of new foreign trade transformation and upgrading bases for robotics and low-altitude economy [2] - The province will deepen the construction of cross-border e-commerce comprehensive pilot zones, strengthening development in Guangzhou, Shenzhen, and eastern Guangdong [2]

Core Viewpoint - Ningbo Joyson Electronic Corp. expects a significant increase in net profit for 2025, projecting approximately 1.35 billion yuan, a year-on-year increase of about 390 million yuan, representing a growth of 40.56% [1] Financial Performance - The company anticipates a net profit attributable to shareholders of approximately 1.5 billion yuan after deducting non-recurring gains and losses, reflecting a year-on-year growth of about 17.02% [1] Business Development - Joyson Electronic has made substantial advancements in automotive intelligence, achieving a leap from product development to mass production orders in areas such as intelligent driving and cockpit integration [1] - The company has secured over 20 billion yuan in orders for automotive intelligent products, with clients including well-known domestic and international automotive manufacturers [1] - In the first three quarters of 2025, the total amount of new orders acquired globally by Joyson Electronic reached approximately 71.4 billion yuan [1] Strategic Upgrade - Joyson Electronic has upgraded its strategy to "Automotive + Robotics Tier 1," aiming to extend its R&D and manufacturing expertise from the automotive sector to the robotics industry [1] - The company has established a comprehensive layout for key components in robotics, launching a product matrix that includes AI head assemblies, full-domain controllers, energy management assemblies, and mecha kits [1] - Collaborations have been formed with domestic and international robotics companies, with some products already in mass supply or sample delivery [1]

Core Viewpoint - Joyson Electronics (均胜电子) expects a significant increase in net profit for the year 2025, projecting approximately 1.35 billion RMB, which represents a year-on-year growth of 40.56% compared to the previous year [1][5]. Financial Performance - The estimated net profit attributable to shareholders is about 1.35 billion RMB, an increase of approximately 390 million RMB from the previous year [5]. - The expected annual net profit excluding non-recurring items is around 1.5 billion RMB [5]. Business Development - In 2025, Joyson Electronics has achieved a breakthrough in the automotive intelligence sector, transitioning from product development to mass production orders, securing over 20 billion RMB in orders across various intelligent automotive products [5]. - The company has received a total of approximately 71.4 billion RMB in new orders globally for the first three quarters of 2025 [5]. Strategic Upgrade - Joyson Electronics is upgrading its strategy to "Automotive + Robotics Tier 1," expanding its research and manufacturing expertise from the automotive sector into the robotics industry [5]. - The company has established a comprehensive layout for key robotic component solutions and has launched a product matrix including AI head assemblies, universal controllers, energy management assemblies, and mecha kits [5]. - Collaborations have been formed with robotics companies such as Zhiyuan Robotics, Galaxy General, and RIVR, with some products already in bulk supply or sampling stages [5].

Market Analysis - A-share market showed mixed performance with the Shanghai Composite Index closing at 4132.61, down 0.09%, while the Shenzhen Component Index fell 0.85% to 14316.64[2] - Total market turnover increased to 3.28 trillion yuan, up 5.2% from the previous trading day, marking the second consecutive day above 3 trillion yuan[2] Precious Metals Performance - Precious metals led the market with the gold jewelry index rising 7.08%, and international spot gold surpassing 5100 USD/oz, reaching a historical high[5] - Silver futures prices climbed to 100 USD/oz, contributing to rapid valuation recovery in the industry chain[5] Commodity Market Trends - The Nanhua Commodity Index closed at 2829.85, up 1.59%, with silver leading gains at 12.78%, platinum up 9.68%, and gold rising 3.67%[7] - Energy and shipping sectors also saw gains, with fuel prices increasing by 6.81%[7] Bond Market Insights - The bond futures market showed mixed results, with the 30-year contract (TL2603) rising 0.20% to 112.51 yuan, while the 10-year contract (T2603) fell 0.02% to 108.18 yuan[7] - The central bank conducted a net withdrawal of 207.8 billion yuan, indicating a tightening liquidity environment[7] Investment Recommendations - Focus on sectors such as photovoltaic, commercial aerospace, and precious metals, while being cautious of speculative risks in concept stocks[7] - Monitor upcoming performance forecasts and the impact of the Federal Reserve's meeting on January 28[13]

转自：证券时报 | | | | 部分海外机构调研股 | H | | | --- | --- | --- | --- | --- | --- | | 代码 | i前杯 | 外资机构 | 2025年度归母净 | 年初以来融 | 总市值 | | | | 调研家数 | 利润预计同比增 | 资净买入 | (亿元) | | | | | 长下限 (%) | (亿元) | | | 002373 | 干方科技 | 1 | 扭亏 | 1.15 | 201.95 | | 688521 | 芯原股份 | 14 | 減5 | 4.86 | 1166.41 | | 605358 | 立昂微 | 2 | 減5 | 1.12 | 287.42 | | 688525 | 佰维存储 | 2 | 427.19 | 11.05 | 843.64 | | 300476 | 胜宏科技 | 2 | 260.35 | 0.83 | 2310.78 | | 600983 | 惠而浦 | 1 | 150.00 | 0.00 | 83.39 | | 688213 | 思特威-W | 26 | 149.00 | 2.06 | 404.20 | | 301035 | ...