近日，由广东省产业发展投资基金出资组建的百亿规模人工智能与机器人产业子基金集群，完成首阶段30亿元子基金注册成立。 据悉，广东省产业发展投资基金于今年8月完成升级组建。该基金将出资设立百亿规模子基金集群，首阶段分别布局了一只10亿元创业投资类基金和 一只20亿元产业投资类基金，分别侧重于早期技术创新应用和成长期产业化加速。 产投基金强化产业链整合。广东粤财工融人工智能与机器人产业投资基金注册在东莞滨海湾新区，由广东粤财创业投资有限公司担任基金管理人，引 入了工银投资（金融AIC）、东莞产投母基金、滨海湾产投等，形成央、省、市、区四级资本联动。基金将依托滨海湾新区OPPO、vivo、小天才、 欧菲光等硬核科技产业集聚优势，以建设国家人工智能应用中试基地（消费终端AI领域方向）为牵引，重点投资支持新型智能终端产业化和工业垂直 领域模型应用创新，打造"四级金融+"赋能产业聚集发展的样板。 来源：粤财基金 每日｜荐读 论坛： 新一批敲钟人，已在路上 荐读： 重新发现香港：科创时代的新蓝图 榜单： 全国首只AIC产业母基金来了 热文： 投资人"忙疯了" 创投基金聚焦早期培育。广东省人工智能与机器人产业投资基金注册在广州 ...

Core Viewpoint - The A-share market continues its upward trend, driven by favorable catalysts in the commercial aerospace and robotics sectors, with significant gains in related ETFs [1][2]. Group 1: Commercial Aerospace - The commercial aerospace sector is experiencing multiple positive catalysts, including the successful launch of the Long March 12 rocket, which provided key engineering data for future technology iterations [2]. - Blue Arrow Aerospace, a leading private aerospace company, has completed its IPO guidance work, marking a significant step towards entering the capital market [2]. - Upcoming industry events, such as the 2025 Commercial Aerospace Development Conference, are expected to further promote industry consensus and accelerate the commercialization of aerospace [2]. Group 2: Robotics - Fenglong Co., Ltd. announced a change in its controlling shareholder to UBTECH, the first publicly listed humanoid robot company globally, which is expected to enhance business synergy [3]. - The recent unveiling of Tesla's humanoid robot in Berlin demonstrated its commercial application potential, performing tasks like packaging and delivery [4]. - The launch of the first robot rental platform, "Qingtian Rent," in Shanghai aims to provide integrated solutions and is expected to expand to 200 cities, serving over 400,000 people [4]. Group 3: Market Trends and Investment Opportunities - Both commercial aerospace and humanoid robotics are identified as high-growth sectors with potential market sizes exceeding trillions [7]. - Continuous technological breakthroughs in both sectors are accelerating commercialization, with humanoid robots already being deployed in manufacturing environments [8]. - Supportive policies from major countries are encouraging investment in both sectors, with initiatives aimed at simplifying processes and promoting collaboration between state and private enterprises [9]. Group 4: Capital Activity - The commercial aerospace sector is projected to exceed 20 billion RMB in financing by 2025, with various stakeholders, including internet giants and local government funds, establishing dedicated funds [11]. - The robotics sector has seen over 600 financing events in the first three quarters of 2025, with significant investments from tech giants and venture capital targeting early-stage technologies [13]. - The enthusiasm in the primary market is beginning to influence the secondary market, with notable increases in relevant indices, such as the China Satellite Industry Index and the National Robot Industry Index [15]. Group 5: Investment Strategies - Investors are advised to focus on leading companies with core technological advantages and clear business models in both sectors [22]. - A gradual investment approach is recommended, emphasizing long-term holdings to navigate the high volatility associated with these growth sectors [22]. - ETFs like the E Fund Satellite ETF and the E Fund Robotics ETF provide convenient investment tools for exposure to the entire industry chain [23].

Investment Rating - The report maintains a positive outlook on the automotive industry, specifically recommending companies like Uxin and Daimay as strong investment opportunities [2][5]. Core Insights - The second-hand car export market faces significant challenges, including the non-standard nature of vehicles and a complex transaction chain. Japan's experience in this sector offers valuable lessons, such as stringent vehicle inspection policies and the establishment of standardized auction platforms [3][4]. - The automotive parts sector has not seen the anticipated year-end surge due to exhausted subsidies and consumer hesitance. The report suggests focusing on companies with strong alpha, such as Shuanghuan Transmission and Yinlun, which have stable growth and high market ceilings [4]. - Daimay is highlighted as a stable, undervalued company with significant growth potential, particularly in the automotive interior and robotics sectors. The company has made substantial progress in expanding its client base, including partnerships with major players like Tesla [5][7]. Summary by Sections Second-Hand Car Export - The second-hand car export market is hindered by trust issues and a lack of standardized practices. Japan's strict vehicle inspection policies and auction platforms provide a model for improvement. Uxin, with a current inventory of nearly 7,000 vehicles, is positioned for growth in this market [2][3]. Automotive Parts Sector - The automotive industry did not experience the expected late-year demand surge due to depleted subsidies and cautious consumer behavior. The report emphasizes the need to monitor the continuation of trade-in policies and suggests focusing on companies with strong alpha characteristics, such as Shuanghuan Transmission and Yinlun [4]. Daimay - Daimay is recognized for its stable performance and low valuation, with 80% of its revenue coming from overseas markets. The company is well-positioned to withstand domestic market pressures and has made significant strides in the robotics field, particularly in electronic skin technology [5][7].

Group 1 - The core focus of the news is on the performance of stocks in the A-share market, highlighting the significant number of stocks that have reached their daily limit up, particularly in the packaging and commercial aerospace sectors [1][2] - A total of 96 stocks in the A-share market hit the daily limit up on December 25, indicating strong market activity and investor interest [1] - Notable stocks include Jiamei Packaging with 7 consecutive limit ups and Hexing Packaging with 4 consecutive limit ups, showcasing the packaging sector's robust performance [1] Group 2 - In the commercial aerospace sector, Shenjian Co. achieved 6 consecutive limit ups, while Chuangyuan Technology recorded 4 consecutive limit ups, reflecting strong investor sentiment in this industry [1] - Other stocks with notable consecutive limit ups include Shengtong Energy with 10 days, indicating a strong upward trend in the gas sector [1] - The data also lists various other stocks with consecutive limit ups across different sectors, including electronic components, photovoltaic, construction, and transportation, indicating a broad market rally [1][2]

近日，广东省产业发展投资基金正式出资组建百亿规模的人工智能与机器人产业子基金集群，完成首阶 段30亿元子基金注册成立。这标志着广东省级政府投资基金在支撑人工智能与机器人产业体系构建上迈 出实质性步伐。 据了解，广东省产业发展投资基金是2025年8月在原广东省产业发展基金的基础上升级组建的。该基金 将出资设立百亿规模子基金集群，专项服务人工智能与机器人产业体系构建，并配合《广东省推动人工 智能与机器人产业创新发展若干政策措施》，为从核心技术攻关到应用场景全面提供金融支撑。 据悉，该基金首阶段布局创业投资与产业投资，包括10亿元规模的广东省人工智能与机器人产业投资基 金和20亿元规模的广东粤财工融人工智能与机器人产业投资基金。这两只基金功能互补、覆盖全周期， 分别侧重于早期技术创新应用和成长期产业化加速，共同形成"创投+产投"双轮驱动的资金支持体系。 其中，广东省人工智能与机器人产业投资基金注册在广州南沙区，由广东粤财创业投资有限公司担任基 金管理人，引入了广东"AI名片"云天励飞提供技术支撑、南沙科金控股集团提供产业孵化服务，并结合 南沙区"立足湾区、协同港澳、面向世界"打造人工智能创新生态体系的战略目标和区位 ...

重要资讯 1、中共中央政治局召开会议，研究部署党风廉政建设和反腐败工作。 2、国家税务总局表 示，将持续落实落细支持科技创新的税费优惠政策。 3、市场监管总局发布4项资产管理国家标准，聚 焦资产管理数字化转型、文化数字资产等内容。 4、我国首部气候资源经济蓝皮书发布，指出气候资源 经济转化对保障粮食安全、促进产业升级等具有深远意义。 5、上海印发《关于支持 长三角G60科创走 廊策源地建设的若干措施》，推动科技创新和产业创新深度融合。 公司资讯 1、上海微电子中标一台步 进扫描式 光刻机，金额约1.1亿元。 2、 比亚迪车辆避撞专利公布，可提高避撞成功率。 3、 视源股份 向香港联交所更新递交了本次发行并上市的申请。 4、 纽泰格与卫蓝 新能源签署战略合作协议，推动 固态电池在 机器人行业规模化应用。 5、 天安新材成立资本管理公司，含AI及机器人业务。 6、 江山 欧派投资成立机器人科技公司。 7、 以岭药业在黑龙江成立 中药材公司。 备注：本文由AI根据市场公 开信息及公司公告等资料整理生成，不构成投资建议。 ...

转自：智通财经 MACD金叉信号形成，这些股涨势不错！ 【12月25日连板股分析：连板股晋级率超六成 胜通能源10连板】今日共78股涨停，连板股总数22只， 其中三连板及以上个股9只，上一交易日共14只连板股，连板股晋级率64.28%（不含ST股、退市股）。 个股方面，全市场超3700只个股上涨，逾百股涨停或涨超10%，短线情绪升温，胜通能源、嘉美包装继 续一字涨停，神剑股份、再升科技T字涨停缩量加速，昨日14只连板股中仅安记食品、集泰股份两股收 绿。板块方面，商业航天概念继续爆发，近40股涨停或涨超10%，其中再升科技14天8板，神剑股份6连 板，超捷股份20CM2连板，权重中国卫星2连板；机器人概念强劲反弹，逾20股涨停或涨超10%，锋龙 股份、天奇股份一字涨停，首开股份（维权）走出4天2板，昊志机电20CM涨停，消息面上，优必选拟 16.65亿元入主锋龙股份，或将借此次收购返回A股。 ...

公司业绩实现较快增长，该行认为主要得益于：1)商用空调业务较快增长，预计增速超20%，使得公司空调业务优于行业增速;2)公司积极拓展新 的优质车企客户，单一大客户占比下降，汽车业务保持稳健增长;3)公司积极降本增效，实施精细化管理，进一步改善盈利能力;4)公司开拓新业务 方向，已经切入储能和液冷头部厂商，供应零部件，今年开始贡献小规模营收。随着下游需求爆发，该行认为新兴业务将成为新的增长点。 公司积极布局机器人业务，2026年有望迎来突破性进展 （原标题：群益证券：建议"买进"三花智控(02050) 2025年全年净利润预计增速25-50%） 智通财经APP获悉，群益证券发布研报称，随着三花智控(02050)积极拓展新领域，产能稳步扩张，预计公司业绩在未来几年仍将保持20-30%的增 长。公司此前公告将投入3-6亿元进行回购，截止11月底回购金额仅1.06亿元，预计公司仍将择机进行回购，将对股价有积极影响。该行预计公司 2025/2026/2027年分别实现净利润42.08/50.55/59.47亿元，同比+35.8%/+20.1%/+17.6%，EPS分别为1/1.2/1.41元，H股股价对应PE分别为30 ...

群益证券发布研报称，随着三花智控（002050）(02050)积极拓展新领域，产能稳步扩张，预计公司业 绩在未来几年仍将保持20-30%的增长。公司此前公告将投入3-6亿元进行回购，截止11月底回购金额仅 1.06亿元，预计公司仍将择机进行回购，将对股价有积极影响。该行预计公司2025/2026/2027年分别实 现净利润42.08/50.55/59.47亿元，同比+35.8%/+20.1%/+17.6%，EPS分别为1/1.2/1.41元，H股股价对应PE 分别为30/25/21倍,给予"买进"建议。 群益证券主要观点如下： 公司发布2025年业绩预告，归属上市公司股东净利润预计为38.74亿元-46.49亿元，同比增长25%-50%， 预告中值为42.6亿元，同比增长37.5%。公司业绩符合预期。 公司坚定看好机器人发展前景，借助与大客户的紧密合作关系，切入机器人执行器赛道。公司于今年成 立了机器人事业部，加大了对机器人相关产品的研发投入。根据港股招股书，公司将募集额的10%(即7 亿元)投入机器人业务，未来3年将扩招200名研发人才。公司目前正在配合大客户进行研发、试制。市 场预计2026年大客户机器人 ...

【收评：#沪指涨0.47%录得7连阳##机器人商业航天概念全线走强#】沪指低开高走录得7连阳，深成 指、创业板指探底回升。沪深两市成交额1.92万亿，较上一个交易日放量443亿。盘面上，市场热点快 速轮动，全市场超3700只个股上涨，其中有93只个股涨停。从板块来看，商业航天概念持续活跃，20余 只成分股涨停，神剑股份6连板，再升科技、九鼎新材、中国卫星、隆基机械涨停。机器人概念快速拉 升，首开股份、香山股份、昊志机电等十余股涨停芯片产业链概念走强，圣晖集成4连板，国风新材、 扬子新材涨停。造纸概念大涨，博汇纸业、宜宾纸业、五洲特纸涨停。下跌方面，贵金属、海南、能源 金属等板块跌幅居前。其中海南自贸概念集体下挫，海南瑞泽跌近7%。截至收盘，沪指涨0.47%，深成 指涨0.33%，创业板指涨0.3%。(智通财经） ...