Core Viewpoint - The report from Shenwan Hongyuan indicates that Sanhua Intelligent Control (02050) is expected to achieve net profits attributable to shareholders of 4.253 billion, 4.650 billion, and 5.099 billion yuan from 2025 to 2027, representing year-on-year growth of 37.2%, 9.4%, and 9.6% respectively. The estimated reasonable market value of the company is 143.3 billion yuan, with a potential upside of 12.3% compared to its current H-share market value of 140.8 billion HKD, leading to an "Overweight" investment rating [1][2]. Group 1: Business Performance - Sanhua Intelligent Control is a leader in the traditional refrigeration components and automotive thermal management sectors, having been listed on the Shenzhen Stock Exchange since 2005 and successfully issuing H-shares in June 2025, enhancing its global competitiveness and financing channels [2]. - As of Q3 2025, the company reported total revenue of 24.03 billion yuan, a year-on-year increase of 17%, and a net profit attributable to shareholders of 3.24 billion yuan, with a growth rate exceeding 40% [2]. Group 2: Mature Business Segments - The company has maintained a leading position in traditional refrigeration components, with its refrigeration component business accounting for 64% of revenue in H1 2025, driven by increased domestic air conditioning and appliance ownership, as well as significant overseas market potential [3]. - In the automotive parts sector, Sanhua has leveraged its long-standing expertise in refrigeration components to capture a significant share in the highly concentrated global thermal management market, establishing strong relationships with major traditional and new energy vehicle manufacturers [3]. Group 3: Emerging Business Segments - The energy storage and robotics sectors present significant growth opportunities for the company. The energy storage thermal management business, initiated in Q1 2022, has already formed partnerships with industry leaders and is expanding its market presence [4]. - The robotics division, established in 2025, focuses on bionic robot electromechanical actuators and aims to enhance production capabilities to meet global client demands, with several companies already achieving commercial delivery of humanoid robots since 2025 [4].

Scott Olson / Getty Images Tesla (NASDAQ:TSLA) is undoubtedly one of the most divisive stocks in the market. The company's CEO has made sure of that, with Elon Musk's outspoken behavior and foray in the the world of politics turning this company into a love-it or hate-it type of entity. Quick Read Tesla dropped to third-largest EV maker globally behind two Chinese competitors. Only 40% of U.S. EV sales now come from Tesla versus near-monopoly status during early pandemic. Musk’s Master Plan IV proje ...

Group 1 - The core viewpoint of the article highlights the significant stock price surge of Shenjian Co., Ltd. (002361.SZ), which has reached a closing price of 14.49 yuan per share, with a cumulative increase of 114.67% over the past eight trading days [1][3] - Shenjian Co., Ltd. has issued three announcements regarding abnormal stock trading, stating that there have been no significant changes in its operational situation or external business environment, and no undisclosed major matters exist [3] - The stock price surge is attributed to the company's involvement in popular sectors such as commercial aerospace, low-altitude economy, robotics, and BeiDou navigation, with the company responding to investor inquiries about its business relations with the Aerospace Science and Technology Corporation [3][4] Group 2 - Shenjian Co., Ltd. operates two main business segments: chemical new materials and high-end equipment manufacturing, with an annual production capacity of 220,000 tons of various polyester resins [3] - The high-end equipment manufacturing segment accounts for approximately 11% of the company's total revenue, with major clients including the Aerospace Science and Technology Corporation, providing products such as satellite antennas and components for drones [3] - Recent positive developments in the commercial aerospace sector, including successful satellite launches and industry conferences, have further fueled interest and investment in related companies, creating a favorable market environment [4][5]

格隆汇12月29日丨孚日股份(002083.SZ)在投资者互动平台表示，目前孚日电机的产品暂时不能用于机 器人。 ...

12月29日，三大指数涨跌不一，沪指微涨走出九连阳，创业板指一度跌超1%。沪深两市成交额2.14万亿，较上一个交易日缩量209 亿。盘面上，全市场超3300只个股下跌。截至收盘，沪指涨0.04%，深成指跌0.49%，创业板指跌0.66%。 | 大涨板块 | 251229 (周1) | 251226 (周5) | 251225 (周4) | 251224 (周3) | 251223 (周2) | | --- | --- | --- | --- | --- | --- | | 1 | 航天30 | 航天29 | 航天42 | 玩天37 | 锂电池8 | | 2 | 机器人22 | 海南自由贸易港8 | 机器人24 | 福建自贸/海西概念11 | 液冷服务器7 | | 3 | 碳纤维4 | 锂电池16 | 造纸4 | 液冷服务器3 | 海南自由贸易港5 | | 4 | 数字人民币3 | 黄金3 | 跨境支付3 | 国产芯片5 | PCB板4 | | ર્ | 云计算数据中心4 | 光伏7 | 西部大开发3 | 光通信8 | 有色 · 钨2 | | 6 | ST股14 | ST股10 | ST股15 | ST股10 ...

12月27日，"百万英才汇南粤"秋季大型综合招聘会在深圳开启。 本次招聘会精心设置了广东21地市城市展，立体化展现港澳及广东各城市的城市特色、产业集群、科技 成果、文化生态，让前来求职的年轻人沉浸式体验湾区生活图景。 东莞展区紧扣"制造美学"与"人才圆梦"双线逻辑，打造集科技、潮流、人文于一体的沉浸式展台。展区 以"造梦之手"的大型机械臂交互装置作为视觉核心，生动演绎东莞从"传统制造"向"AI智造"的产业升级 之路。在"潮玩之都"区域，裸眼3D屏动态呈现东莞潮玩IP，配合实物展陈，展现东莞作为"潮玩制造大 本营"的创意活力；"智创优品"区域通过数字人工智能问答等形式，展示华为、OPPO、vivo等智能终端 产品，呈现"东莞智造"的硬核实力。 汕头展区生动展示了该市"三新两特一大"产业的代表性展品。展区中央矗立21万颗积木拼搭的4.3米高 长征五号B火箭积木模型，两侧四只由4万颗积木拼搭的狮头鹅喜迎八方求职者，体现了澄海玩具产业 向高端智造、文化创意融合的转型活力。围绕产业发展布局，展区以"锦绣之乡、玩具之都、风电之 城、数智之谷、新材之地、健康之府"六大主题板块，生动呈现汕头从传统制造到智慧创新的产业全 景。 ...

12月28日上午，该校校史馆开馆。校庆期间，还举办了校庆捐赠集中签约仪式，颁发了捐赠证书和"荣 誉校友"证书。校领导介绍了自校庆工作启动以来，各地校友和校友分会踊跃捐赠、支持学校发展的总 体情况。 中国青年报客户端讯（中青报·中青网记者 王海涵 王磊）12月28日，安徽工程大学举办建校90周年高质 量发展大会，总结了学校在立德树人、学科建设、科技创新、产教融合等方面取得的标志性成就。该校 作为安徽芜湖首批"人民城市建设合伙人"，在产业培育、技术研发、人才培养等多领域与城市共同发 展，特别在汽车首位产业、人工智能和机器人、低空经济等领域深度嵌入城市发展蓝图。大会上，芜湖 市、高校、企业、校友等代表发言，18家行业领军企业与学校分两批进行了签约。 馆现场。安徽工程大学党委宣传部供图 文艺晚会 12月27日晚，该校90周年校庆文艺晚会举办，晚会以"九秩正青春 逐梦启新程"为主题，通过"长河溯源 时空重逢""雨耕勤作 砺器启明""春风化雨 桃李芳荣""深稽博考 赤铸精工"四个篇章，演绎了学校奋斗历 程。 现场。安徽工程大学党委宣传部供图 来源：中国青年报客户端 参观校史 大会现 场。安徽工程大学党委宣传部供图 ...

Core Insights - The article discusses the 10th anniversary of Leap Motor, highlighting the company's technological achievements and future plans, including the launch of the D19 and D99 models, which aim to provide a luxurious experience at an affordable price [2][20] - The strategic partnership with FAW is emphasized, which is expected to enhance Leap Motor's risk resilience while maintaining control by the founding team [10][30] Group 1: D Series Models - The D series is positioned as a flagship line, aiming to elevate the brand's image while maintaining a cost-effective pricing strategy, with prices ranging from 250,000 to 300,000 yuan [8][26] - Leap Motor emphasizes that despite the higher price point compared to previous models, the quality and value proposition can compete with vehicles priced between 500,000 and 1,000,000 yuan [8][26] - The D series is not just a product but a part of a broader strategy to enhance user experience and service quality, with a focus on continuous improvement in marketing and service systems [27] Group 2: Strategic Partnership with FAW - The partnership with FAW is a significant move, marking a collaboration between a state-owned enterprise and a new energy vehicle manufacturer, which raises questions about control and governance [10][28] - Leap Motor's CEO emphasizes the importance of maintaining control by the founding team, ensuring that the company remains stable and resilient against market fluctuations [12][30] - The investment agreement with FAW includes provisions to prevent the latter from seeking a controlling stake, reinforcing the founding team's leadership role [12][30] Group 3: Approach to New Technologies - Leap Motor adopts a pragmatic approach towards emerging technologies like AI and robotics, focusing on a three-year return on investment criterion before committing to significant expenditures [13][31] - The company is cautious about investing in technologies that do not provide immediate consumer value, preferring to conduct preliminary research rather than large-scale investments [15][33] Group 4: International Expansion - Leap Motor is leveraging its partnership with Stellantis to accelerate its international expansion, with a focus on local manufacturing and supply chain integration [34][36] - The company has successfully sold over 300 vehicles in Hong Kong within three months, indicating strong market acceptance [34][35] - Currently, Leap Motor operates over 700 stores globally, benefiting from Stellantis' established supply chain and marketing networks [35][36]

今天沪指翻红了，但是赚钱效应不佳，市场有超3300只股票下跌，涨幅靠前的主要是商业航天、机器人、金融科技。 这三个题材里，商业航天已经涨了一段时间了，机器人和金融科技像是回调企稳后的刚启动。 市场上，一条大新闻是小米集团"二号"林斌宣布减持月140亿元，是从明年开始减持，每12月减持不超5亿美元。 盘点林斌此前的减持，可以发现大部分是卖在相对高点了，累计套现约 85 亿港元： 2019年8月：套现约4亿港元 2020年9月：套现约80亿港元（当时承诺5年不减持剩余持股） 2024年6月：套现约1.8亿港元 而就在一个月前（11月24日），小米创始人雷军刚刚自掏腰包约1亿港元回购了，这一"1亿回购 vs140亿减持" 的鲜明对比迅速登上热搜，引发市场对小米 前景的广泛讨论。 整体来说，已重返2万亿成交量的当前，市场依然较为强势，沪指录得9连阳，跨年行情进行中。 不断涨上热搜的黄金和白银，今天跳水，说明没有一直涨的资产，波动才是常态。 今天沪指翻红了，但是赚钱效应不佳，市场有超3300只股票下跌，涨幅靠前的主要是商业航天、机器人、金融科技。 这三个题材里，商业航天已经涨了一段时间了，机器人和金融科技像是回调企稳后 ...

每经记者｜肖芮冬 每经编辑｜赵云 3.单日债基涨跌幅榜 | 证券代码 | 证券间称 | 单日净值增长率(%) | 近1周回报(%) | 今年以来回报(%) | 基金经理(现任) | 基金规模(乙元) | | --- | --- | --- | --- | --- | --- | --- | | 004005.OF | 东方民丰回报赢安A | 1.35 | 6.47 | 14.46 | 徐奥干 | 0.02 | | 015315.OF | 富国汇享三个月定开A | 0.97 | 2.09 | 2.18 | 吕春杰,李金柳 | 8.81 | | 007161.OF | 南方恒庆一年定开 | 0.94 | 1.4 | 2.81 | 黄河 | 46.64 | | 015211.OF | 招商安鼎平衡1年持有A | 0.75 | 3.04 | 10.7 | 王刚,王景绰 | 0.59 | | 519622.OF | 银河君怡纯债 | 0.63 | 0.82 | 1.91 | 蒋磊 | 8.99 | | 018250.OF | 华泰保兴科睿一年持有A | 0.62 | 1.36 | -2.96 | 周咏梅,黄俊卿 | 0 ...