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 ...

2025年12月，卓誉科技宣布： 上述进展标志着卓誉科技在资本实力、市场拓展、区域布局与研发体系建设方面迈入新阶段。 公司已完成新一轮超亿元人民币融资，并在具身智能核心驱动领域实现业务与布局的多项里程碑； 11-12月期间，单月连续订单金额突破5000万元； 卓誉科技子公司-北京卓誉科技有限公司成立十周年； 北京研发中心正式落地，与苏州研发中心形成"双研发中心"协同格局； 超亿元融资落地，夯实产业化与规模交付能力 本轮融资由常州光洋轴承与翠微基金联合领投，苏州星骏、无锡高新区投控集团等机构参与投资，老股东吴中金控持续加码。本轮融资将重点用于产能建设 与研发投入：卓誉科技计划建设年产30万台关节模组的高度智能自动化产线，以及年产50万台第四代无框力矩电机的生产线，进一步提升核心产品的性能与 规模化交付能力，为具身智能与机器人产业链提供稳定、高一致性的核心驱动部件供给。 单月连续订单创新高，市场验证核心产品竞争力 本次卓誉科技具身智能核心驱动件单月连续订单金额突破5000万元，创单月历史新高。订单增长显示出下游客户对卓誉核心驱动产品在稳定性、可靠性与批 量交付能力方面的认可，也为公司业务的可复制、可持续增长奠定基 ...

证券日报网讯 12月29日，四会富仕在互动平台回答投资者提问时表示，公司PCB产品下游应用广泛， 有部分应用于机器人、航空航天及数据中心等领域。 （文章来源：证券日报） ...

Core Viewpoint - The company is actively expanding its product applications in response to the growing demand for ceramic bearings in the robotics sector and the adoption of high-voltage fast charging technology in the electric vehicle market [1] Group 1: Electric Vehicle Sector - The company’s ceramic balls are now being supplied in bulk to several leading domestic and international electric vehicle manufacturers as part of their main models [1] - The promotion of 800V and 1000V high-voltage fast charging technology is driving the demand for the company's products in the electric vehicle industry [1] Group 2: Robotics Sector - The rapid development of the robotics field is creating a demand for ceramic bearing balls, as robotic joints and drive systems require bearings that maintain stability and precision at high rotational speeds [1] - Ceramic bearing balls are expected to become an ideal bearing material choice in the robotics sector due to their lightweight, low density, high precision, and long lifespan [1] - The company plans to actively explore new application directions for its products in the robotics industry [1]

Core Viewpoint - The company is actively expanding its product applications in response to the growing demand for ceramic balls in the electric vehicle and robotics sectors, driven by advancements in high-voltage fast charging technology and the rapid development of robotics [1] Group 1: Electric Vehicle Sector - The company’s ceramic balls are now being supplied in bulk to several leading domestic and international electric vehicle manufacturers, as the 800V and 1000V high-voltage fast charging technology becomes more widely adopted [1] - The company is positioned to benefit from the increasing integration of its products in the main models of these electric vehicle companies [1] Group 2: Robotics Sector - The rapid development in the robotics field has led to a growing demand for ceramic bearing balls, as robotic joints and drive systems require bearings that maintain stability and precision at high rotational speeds [1] - Ceramic bearing balls are expected to become an ideal choice for bearings in the robotics sector due to their lightweight, low density, high precision, and long lifespan [1] - The company plans to actively explore new application directions for its products in the robotics industry [1]

- The "CSI Robotics Index" (H30590.CSI) is a quantitative model that selects core listed companies in the robotics industry chain as samples to reflect the overall performance of the robotics theme. The index was launched on February 10, 2015, with a base point of 1,000 and a base date of December 31, 2010. The sample selection process includes filtering securities based on daily average trading volume, selecting companies providing robotics-related software and hardware, and ranking by market capitalization to include the top 100 securities. The index is weighted by adjusted market capitalization, with a single sample weight not exceeding 10%, and is adjusted semi-annually[23][22][68] - The "CSI Robotics Index" has demonstrated strong performance metrics. Since its inception, the annualized return is 4.76%, with a Sharpe ratio of 0.30. The index's annualized volatility is 30.62%, and its maximum drawdown is 67.24%. These metrics outperform the CSI 500 and CSI 1000 indices in terms of risk-return characteristics[41][42][68] - The "CSI Robotics Index" is concentrated in specific industries, with 46.48% weight in machinery, 18.49% in computers, and 16.17% in power equipment and new energy. The average market capitalization of the index as of December 19, 2025, is 206.43 billion RMB, with a diverse distribution across large, medium, and small-cap stocks[30][37][68] - The "CSI Robotics Index" is expected to see accelerated earnings growth, with projected net profit growth rates of 57.35% and 31.56% for 2025 and 2026, respectively. The index's EPS growth rates for 2025 and 2026 are forecasted at 52.63% and 67.78%, respectively, while ROE is expected to improve to 8.23% in 2025 and 11.33% in 2026[28][29][68] - The "CSI Robotics Index" has been widely adopted by passive investment products. As of Q3 2025, there are 13 passive funds tracking the index, with a combined scale exceeding 400 billion RMB, reflecting strong market demand[46][68] - The "China Asset CSI Robotics ETF" (562500.SH) is a passive index fund tracking the CSI Robotics Index. It was launched on December 29, 2021, and is managed by Hua Long since June 29, 2023. The fund has achieved an annualized tracking error of 0.36% and a rolling quarterly average daily tracking deviation of less than 0.02%, with an annualized excess return of 0.65% over the benchmark during the full sample period[47][50][69] - The "China Asset CSI Robotics ETF" has shown consistent performance, with annualized tracking errors below 0.42% each year under Hua Long's management. The fund's scale has grown significantly, from 5.07 billion RMB in mid-2023 to 248.58 billion RMB by December 19, 2025, accounting for 57% of the total market scale of funds tracking the CSI Robotics Index[55][56][69]

Group 1 - The core viewpoint of the article is that Deep Technology (300768.SZ) has stated it is not currently involved in the robotics sector [1] Group 2 - The company has communicated this information through its interactive platform [1]

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%。截至收盘，沪指涨 0.04%，深成指跌0.49%，创业板指跌0.66%。 机器人、碳纤维概念表现活跃，商业航天概念延续强势。下跌方面，电池、乳业、电力等板块跌幅居 前。 全市场超3300只个股下跌。沪深两市成交额2.14万亿元，较上一个交易日缩量209亿元。 本周，A股2025年行情即将收官，而今天，盘面已变得有些"颠簸"。 主要体现在三方面： 一是，对于沪指要不要走出9连阳、刷新年内纪录，资金还是有分歧的。 可以看到，全市场上涨家数有些"跟不上节奏"，盘中最低时不足1500家。 三是，随着黄金、白银价格盘中巨震，近期热度很高的一只白银基金——国投白银LOF，在此前连续两 个跌停后，今天差点走出"地天板"。 再迎利好，商业航天"强者恒强" 深成指、创业板指多数时间飘绿，沪指走势成了情绪风向标，也得到更多资金的"呵护"。 即便午后临近"神奇两点半"时一度翻绿，但资金并未放弃，临近收盘时持续发力，最终收出第九根阳 线，收盘点位较开盘点位仅高出0.63。 二是，什么题材、板块来领涨？ 早间，多个板块走强，包括： 商业航天、钠电池、碳纤维、算力 ...

一周观点 总量研究 上周观点 | 领域 | 一周观点 | 分析师 | | --- | --- | --- | | | 政策有望持续发力，叠加各类资金有望积极流入，市场有望震荡上行。一方面，历史来看，A | | | | 股市场中几乎每年都存在"春季躁动"行情；另一方面，经济增长有望保持在合理区间，进一 | | | 策略 | 步夯实资本市场繁荣发展的基础。此外，政策红利释放，有望提振市场信心，进一步吸引各类 | 张宇生 | | | 资金积极流入。行业配置方面，结合往年规律及当前市场环境，关注成长及消费板块；主题方 | | | | 面，可逢低关注商业航天概念。 | | | | 上周黄金价格上涨，国内权益市场指数震荡下行，创业板指明显回调；行业主题基金表现来看， | | | 金工 | 金融地产主题基金表现占优，TMT 主题基金净值回调。国内市场新成立基金 40 只，合计发行 | 祁嫣然 | | | 份额为 183.21 亿份。股票型 ETF 资金逆势大幅流入，各类宽基 ETF 资金均受到加仓，被动资 | | | | 金主要加仓方向为大盘宽基 ETF、港股 ETF、TMT 主题 ETF。 | | | | 上周 A 股整 ...

Market Overview - The three major indices showed mixed performance, with the Shanghai Composite Index slightly up by 0.04%, while the Shenzhen Component Index and the ChiNext Index fell by 0.49% and 0.66% respectively [1] - The overall market saw over 3,300 stocks decline, with total trading volume in the Shanghai and Shenzhen markets at 2.14 trillion yuan, a decrease of 20.9 billion yuan from the previous trading day [1] Sector Performance - Active sectors included robotics, carbon fiber, and commercial aerospace, while battery, dairy, and electricity sectors experienced the largest declines [1][6] - Notable gainers included PEEK materials (+3.23%), chemical fibers (+2.87%), and multi-financial (+2.72%), with year-to-date increases of 68.90%, 39.19%, and 31.84% respectively [7] Commercial Aerospace Sector - The commercial aerospace sector received a boost from new policy support, with several companies in the IPO process, including Blue Arrow Aerospace and others [10] - The Shanghai Stock Exchange issued guidelines to support commercial rocket companies, allowing them to list under specific standards, which is expected to enhance the sector's growth potential [9][10] Silver Fund Volatility - The Guotou Silver LOF experienced significant price fluctuations, initially hitting a limit down before rebounding close to the limit up, reflecting the volatile nature of silver prices [13][15] - The price of silver saw a dramatic rise of nearly 6% before dropping approximately 5%, indicating a "double kill" scenario in the market where both long and short positions faced losses [15]