证券日报网讯 12月29日，富维股份（600742）在互动平台回答投资者提问时表示，公司聚焦于机器 人、无人驾驶、低空经济和智能座舱相关领域，深度挖掘行业通用性技术和应用，做强做好服务和产 品。另外公司还有车载娱乐系统的域控制器、机械视觉摄像头类产品等。 ...

Market Overview - The A-share market showed mixed performance on December 29, with the Shanghai Composite Index closing up 0.04% at 3965.28 points, while the Shenzhen Component Index and the ChiNext Index fell by 0.49% and 0.66%, closing at 13537.10 points and 3222.61 points respectively [1] - The total trading volume in the Shanghai and Shenzhen markets was 21,393 billion yuan, a slight decrease of 209 billion yuan from the previous trading day [1] - The market saw 1,995 stocks rise, with 87 hitting the daily limit, while 3,332 stocks fell, with 25 hitting the lower limit [1] Sector Performance - The chemical fiber, petroleum, diversified finance, and aerospace sectors led the gains, while energy metals, pharmaceutical commerce, batteries, electronic chemicals, traditional Chinese medicine, and the power sector experienced significant declines [1] - The robotics sector saw a strong rally, particularly in PEEK materials and exoskeleton robots, following the establishment of a standardization committee for humanoid robots and embodied intelligence technology by the Ministry of Industry and Information Technology [2] Individual Stock Highlights - Aerospace Hangyu, a commercial aerospace concept stock, surged by 20%, with its main business focusing on aerospace products, satellite communication, and testing equipment [3] - The company reported earnings per share of 0.13 yuan and a net profit of 51.48 million yuan for the third quarter of 2025, reflecting a year-on-year growth rate of 0.56% [3] - Aerospace Hangyu has secured a contract worth 246 million yuan for a mobile tail-end docking work platform and a full-machine flexible docking system from Shanghai Aircraft Manufacturing Co., and has become a major supplier to state-owned enterprises in the aerospace sector [3] Technical Analysis - Despite the Shanghai Composite Index achieving a nine-day winning streak, recent trading sessions have shown long upper shadows, indicating significant selling pressure and a lack of momentum in the index's upward movement [3] - The MACD indicator is showing a shortening of the red bars, and the KDJ indicator's J line is turning downward, suggesting potential market weakness ahead [3]

格隆汇12月29日丨长芯博创(300548.SZ)公布，公司作为有限合伙人与湖北国翼投资管理有限公司（简 称"国翼投资"）、嘉博芯盛、浙江省金投科创母基金二期创业投资合伙企业（有限合伙）（简称"浙江 省科创母基金"）、长江鑫时代鄂州产业投资基金合伙企业（有限合伙）（简称"长江鑫时代基金"）、 浙江瑆南股权投资有限公司（简称"南投"）和嘉兴科技城产业投资基金有限公司（简称"科技城"）共同 投资设立合伙企业，并拟签署《嘉兴长翼博创创业投资合伙企业（有限合伙）有限合伙协议》。合伙企 业的规模为3亿元人民币，其中公司作为有限合伙人以自有资金出资10,800万元，占合伙企业总规模的 36%。投资领域：重点围绕人工智能布局人工智能硬件，人工智能算法，人工智能应用，新一代通信技 术，机器人，智能物联，智能制造装备等领域的企业进行股权投资。 ...

个人观点仅供参考，文章中任何内容均不对您构成任何投资建议，据此操作，风险自担。 但抛开大盘看个股，今天的情况可就没那么好了，首先下跌家数3000以上，而且是连续两天，其次跌停 板高达15家之多，要不是大盘和商业航天带来的表面繁荣，这数据都快没眼儿看了，赚钱的地方主要分 布的两方面，一方面是商业航天和机器人这种题材炒作，另一方面就是高位抱团了，像平潭今天还差点 涨停，天普上纬这些老的高位抱团也是涨停收盘，要么打不过就头铁加入，要么可以考虑横盘震荡的趋 势大票。 板块刚才说到商业航天和机器人，商业航天自不必说，属于跟着这波行情起来的主流热点，已经连续四 天走强，接下来就是拼头铁的时刻，未来如果真有调整，大概率也会有资金接力参与，所以第一次调整 也是机会大于风险，只看这个调整何时到来，机器人今天这个走强也有点意思，未来倘若商业航天分 歧，这个方向是存在承接资金的可能，另外就是刚才说的趋势大票了，毕竟趋势大票是顺指数方向，现 在大盘趋势性上涨格局明显，自然会有资金考虑在横盘结束后再做一波，当然还有新题材出来的希望， 这个就等走出来之后再说了。 来自深圳市新兰德证券投资咨询有限公司【马爱华】【执业编号：A0780623 ...

Group 1 - The core viewpoint of the article is that Xiangxin Technology is actively engaging in business opportunities related to the supply of CNC sheet metal parts and precision metal structures for applications in 5G base stations, IDC cabinets, and data centers [1] - The company is experiencing increased business opportunities as downstream customers expand their data center and computing power center layouts across the country [1] - Xiangxin Technology is maintaining close communication with downstream customers involved in robotics business, although specific customer information and business details are not disclosed due to confidentiality agreements [1]

商业航天概念延续强势，神剑股份8连板，金风科技、雷科防务等十余股涨停。碳纤维概念表现活跃， 吉林化纤、和顺科技双双涨停。（中经实习记者 孙小琴 记者 夏欣 北京报道） 【沪指实现"九连阳" 商业航天、人形机器人概念延续强势上涨态势】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2.14万亿元，较上一个交易日缩量209亿 元。盘面上，全市场超3300只个股下跌。 从板块来看，机器人概念午后反复活跃，步科股份20cm涨停创历史新高，五洲新春、模塑科技等多股 涨停。 ...

Group 1: Company Growth and Market Position - The company is entering a critical growth phase, transitioning from steady to rapid growth due to significant R&D investments in AI SoC chips, particularly in edge computing and automotive sectors [2][3] - The company aims to become the leading supplier of automotive vision technology within five years, focusing on L2 level and below applications, with a substantial market size and clear competitive landscape [6] - The company has established partnerships with over 30 domestic and international clients, with a strong emphasis on expanding into the Japanese market [6] Group 2: Product Development and Innovations - The company launched several new products at the 2025 Developer Conference, including the SPAD chip for automotive laser radar with detection ranges of 300-600 meters and resolutions from 192 to over 1000 lines [3][4] - New chips for automotive visual perception and driver assistance were introduced, including the SAC8905 and SAC8712, with mass production expected in 2026 [3][4] - The company is also expanding its offerings in edge computing and robotics, with new chips designed for high-end intelligent hardware and various robotic applications [4][9] Group 3: Supply Chain and Competitive Strategy - The company employs an integrated "chip + built-in storage" model, providing a unique commercial advantage and ensuring competitive pricing through large-scale procurement [7] - In response to supply shortages and rising storage costs, the company has seen increased demand for its built-in storage products, enhancing its pricing power [7] - The company has a global sales presence, with over half of its sales coming from international markets, positioning itself as a key supplier in the overseas smart vision market [8][9] Group 4: Future Outlook and Market Trends - The company anticipates sustained growth in its robotics business, with over 10 million units shipped this year and plans to expand into various robotic categories [9] - The company is focused on developing differentiated products that address the needs of the "general robotics" market, targeting all intelligent devices with perception, control, and decision-making capabilities [9]

Investment Rating - The report initiates coverage with an "Accumulate" rating for the company [4][10]. Core Insights - The company is a leader in thermal management and is accelerating its globalization process, with its robotics business opening new growth ceilings [3][7]. - The company achieved a total revenue of 24.03 billion RMB in Q3 2025, a year-on-year increase of 17%, and a net profit attributable to shareholders of 3.24 billion RMB, with a growth rate exceeding 40% [7][27]. - The report forecasts net profits of 4.253 billion RMB, 4.650 billion RMB, and 5.099 billion RMB for 2025, 2026, and 2027, respectively, with growth rates of 37.2%, 9.4%, and 9.6% [10][11]. Summary by Sections 1. Globalization and Business Expansion - The company has successfully listed in both A and H shares, enhancing its global competitiveness and financing channels [7][42]. - The company has a strong market position in traditional refrigeration components and automotive thermal management, with significant revenue contributions from both sectors [9][28]. 2. Mature Business: Strong Position in Refrigeration and Automotive Components - The traditional refrigeration business remains robust, contributing 64% of total revenue in H1 2025, while the automotive components business has rapidly increased its share to 36% [28][34]. - The company has maintained a leading market share in key refrigeration components, with electronic expansion valves and microchannel heat exchangers showing significant growth [50][58]. 3. Emerging Business: Energy Storage and Robotics - The energy storage and robotics sectors are expected to drive future growth, with the company leveraging its existing technology to enter these markets [9][12]. - The robotics division has been established to focus on high-value electromechanical actuators, with plans for mass production in collaboration with global clients [9][12]. 4. Financial Forecast and Valuation - The company is projected to achieve revenues of 24.56 billion RMB, 27.95 billion RMB, and 31.91 billion RMB from 2023 to 2025, with corresponding growth rates of 15.0%, 13.8%, and 14.2% [8][10]. - The report estimates a reasonable market capitalization of 1,433 billion RMB, indicating a potential upside of 12.3% from the current H-share market value [10][11].

今日，机器人板块高位震荡，领涨科技方向。截至收盘，国证机器人产业指数上涨1.3%，中证消费电子主题指数上涨0.4%，中证物联网主题指数下跌 0.4%，中证智能电动汽车指数下跌1.0%。资金交投活跃，机器人ETF易方达（159530）全天成交额约10亿元，获近2亿份净申购。 | 今日 | 该指数 | 该指数自201 | | --- | --- | --- | | 该指数涨跌 | 滚动市盈率 | 发布以来估值 | | -0.4% | 32.8倍 | 48.8% | | 令日 该指数涨跌 | 该指数 该指数自202 滚动市盈率 发布以来估值: | | --- | --- | | 0.4% | 57.5倍 95.0% | 每日经济新闻 ...

截至今日（12月29日）收盘，上证指数报收3965.28点，上涨0.04%；深证成指收于13537.10点，下跌 0.49%。创业板指下跌0.66%；科创50指数上涨0.04%。 声明： 不含未开板新股，今日可交易A股中，上涨个股有1995只，占比36.57%，下跌个股有3332只。其中，收 盘封死涨停的有88只，跌停股有26只。另外，30股封板未遂，整体封板率为74.58%。 责编：周莎 据证券时报·数据宝统计，以所属行业来看，涨停个股居前的行业有基础化工、机械设备、建筑装饰， 分别为12股、11股、8股。 从封单力度来看，锋龙股份、恒大高新、冀凯股份力度较大，分别为49.73%、13.06%、11%。 | | | | 12月29日涨停封单资金居前的个股 | | | --- | --- | --- | --- | --- | | 代码 | 名称 | 涨停封单额 | 涨停板 | 涨停原因 | | | | (亿元) | 情況 | | | 002931 | 锋龙股份 | 26.22 | 3连板 | 优必选拟入主+机器人 | | 002202 | 全风科技 | 5.33 | 首板 | 储能突破+风电龙头+绿氢氨醇 ...