29日晚间上纬新材披露股票交易风险提示公告显示，公司股票价格自2025年7月9日至2025年12月29日累计上涨 1598.33%，短期涨幅显著高于科创综指、科创50及同行业等相关指数涨幅，其间多次触及股票交易异常波动及 严重异常波动情形，股票价格已严重脱离当前基本面，存在随时快速下跌的风险，投资者参与交易可能面临较 大风险。 2025年7月9日至2025年12月29日期间，上纬新材股票交易11次触及股票交易异常波动情形，7次触及股票交易 严重异常波动情形，公司已累计发布21次异常波动、严重异常波动、交易风险提示公告，提示股票交易风险； 7月25日以来上海证券交易所7次公告称已对公司股票进行重点监控。 12月29日，上纬新材（688585）股价大幅上行，午后该公司股价冲抵涨停，涨幅20%，报收132.13元/股，创历 史新高。 响的实质同业竞争的前提下，在不存在严重影响独立性或者显失公平的关联交易的前提下，与关联方各自独立 开展业务，发展具身智能机器人业务，公司在人员、资产、业务、机构、财务等方面均保持独立。 公司与关联方各自独立开展具身智能机器人业务，应用场景不同，确保与关联方不构成重大不利影响的实质同 业 ...

Core Insights - China has made significant advancements in various fields of technology and innovation, achieving notable breakthroughs in artificial intelligence, quantum information, life sciences, and clean energy, contributing to high-quality development and improved living standards [8][11][15]. Group 1: Fundamental Research - The Jiangmen Underground Neutrino Observatory (JUNO) has commenced operations, achieving a measurement precision of key neutrino oscillation parameters that is 1.5 to 1.8 times better than previous international standards, aiding in understanding the origins of neutrino mass [9]. - A team from the Chinese Academy of Sciences has successfully created five types of two-dimensional metals with single-atom thickness, filling a 20-year gap in the field and paving the way for low-power electronic devices and new quantum phenomena [9]. - As of August 2025, China has produced 2,342 hot papers, accounting for 53.2% of the global total, and ranks first in international citations across nine disciplines, indicating a significant increase in the quality of foundational research [10]. Group 2: Cutting-edge Technologies - The "Zuchongzhi 3" superconducting quantum computing prototype has been released, featuring 105 readable qubits and 182 coupled qubits, outperforming the fastest supercomputers in quantum random circuit sampling [11]. - The AI model DeepSeek-R1 has been launched, achieving performance comparable to top global models with fewer computational resources, marking a shift in AI development strategies [11]. - The humanoid robot industry is rapidly developing, with significant achievements in mass production and performance, showcasing China's capabilities in this field [12]. Group 3: Energy and Communication - The EAST nuclear fusion experiment has achieved a world record of 1 million degrees Celsius for 1,066 seconds, validating the feasibility of steady-state operation for fusion reactors [13]. - A team from Peking University has developed a compact optical-electronic integrated adaptive high-speed communication chip, capable of handling full-band resources with data transmission rates exceeding 120 Gbps, laying the groundwork for 6G technology [14]. Group 4: Technological Breakthroughs for Quality of Life - Research on locust pheromones has led to the development of specific small-molecule inhibitors, transitioning pest control from chemical reliance to a greener, more precise approach [15]. - The South-to-North Water Diversion Project has delivered over 80 billion cubic meters of water, benefiting 185 million people and addressing groundwater over-extraction issues in North China [16]. - China's high-speed rail technology has set new records, achieving a single-column speed of 453 km/h, enhancing travel convenience and comfort for the public [16]. Group 5: Open Cooperation and Global Contribution - China has led the global renewable energy sector, with solar and wind energy surpassing fossil fuels in new electricity generation, contributing significantly to climate change mitigation efforts [17]. - The DeepSeek model has been made available globally in an open-source format, gaining widespread adoption and recognition [17]. - China's advancements in high-speed rail and water management technologies are being shared internationally, providing solutions for global transportation and resource allocation challenges [17].

Group 1 - The event showcased the "Chengdu Intelligent Manufacturing" initiative, featuring advanced AI robotics at a New Year concert, marking its first appearance in such a setting [3][4] - A white ice cream robot, developed by Chengdu Hongde Boyu Technology Co., was highlighted, demonstrating its ability to create ice cream on-site, enhancing the consumer experience in cultural tourism [3][4] - The ice cream robot has been successfully deployed in various scenic spots in Chengdu, including Dong'an Lake Sports Park and Leshan Giant Buddha, indicating its market acceptance and potential for further expansion [4] Group 2 - The Chengdu Economic and Information Bureau facilitated a partnership between the ice cream robot company and the city music hall, allowing for low-cost entry and resource activation for both parties [4] - Joseph from Kuwait's IMEX General Trading expressed plans to procure 10 units of the ice cream robot for deployment in Saudi Arabia, indicating international interest and potential market growth [4] - Other innovative products showcased included humanoid robots, an interactive platform, and AI smart rings, reflecting the diverse applications of robotics in various sectors [4]

以下是第一财经对一些重要公告的汇总，供投资者参考。 【品大事】 12连板胜通能源：股票短期内价格涨幅较大 明起停牌核查 胜通能源公告称，公司股票自2025年12月12日至29日期间价格涨幅为213.97%，已严重背离公司基本面。为维护投资者利益，公司将就股票交易波动情况进 行停牌核查。公司提醒广大投资者注意二级市场交易风险，近期公司股票价格显著偏离大盘指数和行业指数，短期波动幅度较大，已明显偏离市场走势，存 在较高的炒作风险。公司主营业务未发生重大变化，股价短期内连续上涨，可能存在市场情绪过热、非理性炒作风险。公司不存在应披露而未披露的重大信 息。公司股票自2025年12月30日起停牌，预计停牌时间不超过3个交易日。 4连板中国卫星：股价脱离基本面 存在估值偏高、换手率较高风险 中国卫星发布股票交易风险提示公告称，公司股票自2025年12月3日以来收盘价格累计上涨幅度为106.19%，明显高于同期行业及上证指数涨幅，存在市场 情绪过热、非理性炒作风险。公司基本面未发生重大变化，但股价已处于历史最高点，脱离基本面。公司最新滚动市盈率为1810.79倍，显著高于行业平均 水平，存在估值偏高风险。同时，公司股票换手 ...

上纬新材表示， 公司具身智能机器人业务仍处产品开发阶段，尚未实现量产及规模化销售，相关业务 尚未形成营收及利润，后续仍需要大量投入，预计不会对2025年度业绩产生正向影响。 12月29日晚，上纬新材公告称，公司股票自2025年7月9日至12月29日累计上涨1598.33%，远超相 关指数涨幅。公司股票价格已严重脱离当前基本面，存在随时快速下跌的风险，投资者参与交易可能面 临较大风险。 此外，公司新产品研发到实现规模量产尚需一定的周期和验证流程，产品研发最终能否成功、产品上市 时间以及产品上市后市场推广情况均具有一定不确定性，存在研发进度放缓、市场环境变化、竞争加 剧、市场推广与客户开拓不足等导致产品效益不及预期的风险，公司尚不能预测对2026年度营收及盈 利的影响情况。 公司已关注到近期市场存在部分媒体关于上纬新材与实际控制人邓泰华及其控制的智元创新相关资产进 行整合的讨论与报道。董事会换届选举后，公司将在不存在与关联方构成重大不利影响的实质同业竞争 的前提下，在不存在严重影响独立性或者显失公平的关联交易的前提下，与关联方各自独立开展业务， 发展具身智能机器人业务，公司在人员、资产、业务、机构、财务等方面均保 ...

证券日报网讯12月29日，广东鸿图（002101）在互动平台回答投资者提问时表示，公司继续积极推动在 低空经济、具身智能机器人等新兴市场领域的业务拓展和技术能力建设，深化与客户的同步工程合作， 持续深化与科研机构的联合预研，推动关键技术的突破与研究方向向系统性、前沿性课题拓展，通过技 术、市场、组织与资本四个层面的系统协同，力争将新兴领域业务打造为公司未来的重要增长极与战略 支撑力量。公司将严格按照有关监管规定履行信息披露义务，如相关合作信息达到信息披露标准公司将 及时披露。 ...

证券代码： 301536 证券简称：星宸科技 星宸科技股份有限公司投资者关系活动记录表 编号：2025-007 | | √特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动类别 □ | 媒体采访 业绩说明会 □ | | □ | 新闻发布会 □ 路演活动 | | □ | 现场参观 | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称及人员姓 | （排名不分先后）信达澳亚、博时基金、汇添富、国投瑞银、长盛基金、 | | 名 | 先锋基金、东方阿尔法、诺安基金、景顺长城、宝盈基金、平安基金、嘉 | | | 实基金、长城基金、前海开源、大成基金、国联基金、华西基金、金信基 | | | 金、尚正基金、融通基金、华泰证券、华金证券、国泰海通、中信证券、 | | | 中信建投、财通证券、天风证券、光大证券、平安证券、中泰证券、东北 | | | 证券、浙商证券、江海证券等 40 家机构与个人 | | 时间 2025 | 年 12 月 26 日 | | 地点 | 深圳湾万丽酒店 楼会议室现场调研 3 | | 上市公司接待人员姓名 | 董事长兼总经理林永育 | | | 财务负责人兼董 ...

Group 1: New Companies Listed - A total of 10 new companies were listed, with an average revenue of 732 million and a median of 699 million; the average net profit was 47.53 million, with a median of 40.94 million. Notable companies include Yaxun Zhiliang, Qingwa Pump Industry, and Yinuo Biotech [4][16][19] - Yaxun Zhiliang (874947.NQ) is a full-stack integrated vehicle networking software and component supplier, with expected revenue of 801 million and a net profit of 42.03 million in 2024. The company holds 463 domestic and 10 foreign invention patents [4][5][17] - Qingwa Pump Industry (874926.NQ) is recognized as an "invisible champion" in the well submersible pump sector, with a revenue of 537 million and a net profit of 104 million in 2024. The company has ranked first in national sales for six consecutive years from 2019 to 2024 [4][36] - Yinuo Biotech (875019.NQ) specializes in bio-based furan and polyol, with expected revenue of 945 million and a net profit of 104 million in 2024. The company is expanding its applications into various sectors including aerospace and high-end electronic materials [5][19] Group 2: Market Data and Trends - As of December 28, 2025, there are 5,956 companies listed on the New Third Board, with 2,295 in the innovation layer and 3,661 in the basic layer. The number of listed companies has decreased to below 6,000 [3][6] - The total market capitalization of listed companies reached 24,194.71 billion as of November 2025, with a total transaction amount of 53.09 billion in November 2025 and an annual total of 574.17 billion [6][39] - The market for stainless steel well submersible pumps is projected to grow from 2.01 billion in 2018 to 5.55 billion by 2028, with a CAGR of 10.69%. The penetration rate of stainless steel pumps is expected to increase from 27.8% in 2018 to 41.1% by 2028 [42][46] Group 3: Company Innovations and Competitive Landscape - Yaxun Zhiliang has established a strong R&D foundation with 487 technical personnel and has participated in the formulation of 11 national standards and 6 industry standards. The company has received multiple national honors, enhancing its competitive edge [21][30] - Qingwa Pump Industry has developed a comprehensive product system with over 500 models, focusing on energy efficiency and environmental protection. The company is positioned to replace traditional cast iron pumps with its stainless steel products due to their superior characteristics [40][45] - The competitive landscape in the well submersible pump market includes both specialized companies like Qingwa and multi-category pump manufacturers. The market is characterized by a mix of small-scale enterprises and larger firms with diverse product lines [45][46]

Group 1 - The robot industry is experiencing a wave of capitalization, with companies like Hangzhou Yundongchu Technology Co., Ltd. preparing for IPOs, indicating a strong market interest and growth potential [1] - Yundongchu Technology, established in 2017, focuses on the research, production, and sales of quadruped and humanoid robots, and has recently completed a shareholding reform to facilitate its entry into the capital market [1] - Several leading robot companies have accelerated their A-share listing processes, with companies like Leju Intelligent and Yushu Technology making significant progress in their IPO preparations [1] Group 2 - Some companies are opting for mergers and acquisitions as an alternative entry strategy, exemplified by Zhejiang Fenglong Electric Co., Ltd. planning to sell approximately 43% of its shares to the Hong Kong humanoid robot leader UBTECH Robotics [2] - The A-share market offers higher valuation levels compared to the Hong Kong market, providing technology companies with better financing efficiency and access to a larger pool of investors [2] - The humanoid robot market in China is projected to see significant growth, with total orders exceeding 2 billion yuan by the second half of 2025, driven by demand from industrial, commercial services, and data center sectors [2] Group 3 - Policy support from the China Securities Regulatory Commission is facilitating the capitalization of robot companies, with various measures aimed at enhancing the development of technology enterprises [3] - The entry of capital is expected to accelerate the development and integration of the humanoid robot industry, allowing companies with sustainable financing capabilities to expand their ecological advantages through mergers [3] - Future strategies for robot companies should focus on developing vertical solutions, building open-source hardware and software standards, and engaging in ethical and regulatory discussions to create sustainable competitive advantages [3]

作为首批全国商业秘密保护创新试点地区，深圳已先后出台全国首个人工智能、具身智能机器人领域商 业秘密保护团体标准等10余份标准指引，并与广东省市场监管局共建黄金内湾涉外商业秘密保护基地， 为企业应对海外商业秘密纠纷提供全链条、专业化指导。 深圳市市场监管局还专门制定出台《侵犯商业秘密行政执法指引》，累计查处商业秘密案件31宗，罚没 256万元，移送刑事追责3宗，有力维护了创新主体的权益。 此外，《指引》设有典型案例专章，针对企业关注的技术秘密非法披露、合作方泄密、客户名单保护、 和解后再次侵权等难点问题，通过真实案例以案释法。 【深圳商报讯】(记者李佳佳)日前，深圳市市场监督管理局发布《低空经济产业商业秘密保护工作指 引》与《生物医药产业商业秘密保护工作指引》，为两大战略性新兴产业提供涵盖事前、事中、事后全 流程的商业秘密保护实操指南，服务助力新质生产力发展。 低空经济与生物医药产业作为深圳"20+8"产业集群的重要组成部分，凭借其创新动能强劲、战略价值突 出的显著特征，正成为推动深圳经济高质量发展的关键引擎。两份《指引》在深入调研基础上，紧密结 合产业特点提出针对性保护策略，包括如何有效识别与界定商业秘密、如 ...