Group 1 - The North Exchange 50 index increased by 0.75%, while trading volume decreased by 25.68% compared to the previous week [6][22][30] - The adjustment plan for the North Exchange 50 and the specialized index will take effect on December 15, with three companies entering the North Exchange 50 index: Kai Fa Technology, Ge Bi Jia, and Wan Tong Hydraulic [11][22] - The market sentiment for the North Exchange has significantly weakened, reflected in the declining trading share and reduced correlation with the Shanghai and Shenzhen indices [11][14][15] Group 2 - This week, one new stock, Nan Te Technology, was listed with a first-day price increase of 183.03%, bringing the total number of listed companies on the North Exchange to 285 [37][38] - The North Exchange's PE (TTM) average is 82.18 times, with a median of 40.60 times, indicating a valuation adjustment in the market [28][29] - The North Exchange's trading volume was 30.36 billion shares, a decrease of 26.14% from the previous week, with a total trading value of 665.70 billion yuan [30][34] Group 3 - In the North Exchange, 137 stocks rose while 144 fell, resulting in a decline ratio of 0.95, with Tianrun Technology and Tietuo Machinery leading the gains [43][45] - The top five stocks by weekly turnover included Dapeng Industrial and Tietuo Machinery, with significant fluctuations in their trading performance [50][51] - The new third board saw eight new listings and 71 delistings this week, with a total of 5,995 companies currently listed [56][58]

摘要 ► 本周行情 ：汽车板块本周表现优于市场 本周（ 11 月 24 日 -11 月 30 日） A 股汽车板块上涨 3.6% ，在申万子行业中排名第 10 位，表现优于沪 深 300 （+ 0.9% ）。细分板块中，汽车零部件、摩托车及其他、汽车服务、乘用车、商用载客车、商用 载货车分别上涨 4.0% 、 4.0% 、 3.4% 、 3.3% 、 3.2% 、 1.4% 。 ► 本周观点： 本月建议关注核心组合 【 吉利汽车、小鹏汽车、比亚迪、小米集团、理想汽车、伯特利、拓普集团、新泉股 份、沪光股份、春风动力 】 。 ► 长安汽车官宣将投资设立机器人公司 Google DeepMind 聘请波士顿动力前首席技术官。 11 月 28 日，长安汽车披露公告显示，公司已审议通过《关于投资设立机器人公司的议案》，长安汽车拟 以自有资金出资 2.25 亿元，持股 50.00% ；长安汽车全资子公司长安科技拟以自有资金出资 0.45 亿元， 持股 10.00% 。 11 月 23 日，谷歌 DeepMind 近期聘请前波士顿动力首席技术官 Aaron Saunders 担任 硬件工程副总裁，旨在加速将其 Gemin ...

记者近日多方采访获悉，AI相关需求催动下PCB产业链上游高端基材不同程度缺货涨价。诺德股份研究 院院长丁瑜表示，行业高端电子铜箔非常缺货，目前公司的RTF-3已经出货，RTF-4和HVLP-3在下游验 证阶段。宏和科技相关负责人透露，公司高性能产品"低介电一代"价格是普通产品的6倍，低介电二代 和低热膨胀系数因市场比较稀缺，价格仍在上涨。高阶覆铜板方面，有A股厂商人士称，目前AI、机器 人等应用场景的基础材料轻薄化，尤其算力板块对高性能产品的需求量增加。因产品的非通用性，生产 制造设备及工艺都要匹配市场慢慢进行调整，产能目前有限。 ...

Core Viewpoint - Yushu Technology Co., Ltd. has completed its IPO counseling work, meeting the pre-application conditions for its IPO, with expectations to submit the IPO application documents between October and December 2025 [2][3]. Group 1: IPO Progress - Yushu Technology entered the counseling acceptance phase on November 14, 2025, with CITIC Securities as the counseling institution and DeHeng Law Offices as the legal advisor [2]. - The company has undergone several preparatory steps since initiating the IPO counseling in mid-July, including a name change to enhance its national brand presence [3]. - If the IPO proceeds smoothly, it is anticipated to be one of the largest and most highly anticipated domestic technology company listings in recent years [3]. Group 2: Company Overview - Founded in 2016, Yushu Technology is a leading developer of humanoid and quadruped robots in China, known for its advanced motion control, perception systems, and intelligent algorithms [3]. - The revenue structure for 2024 is projected to be approximately 65% from quadruped robots, 30% from humanoid robots, and 5% from component products [4]. - About 80% of quadruped robots are utilized in research, education, and consumer sectors, while the remaining 20% are applied in industrial fields [4]. Group 3: Future Goals and Developments - The ultimate goal of Yushu Technology is to enable robots to perform complex tasks and integrate into daily life, although current AI and robotics technology still require further development [4][6]. - The company plans to reduce the price of quadruped robots to around 3,000 to 4,000 RMB to make them more accessible to consumers [6]. - A significant project, the Yushu Intelligent Emergency Robot Industrial Park, has been approved, with a total investment of over 1.24 billion RMB, set to begin construction in June 2026 and complete by June 2028 [8].

随着11月交易收官，最新一期的券商金股出炉。 从目前已披露的12月金股名单来看，电子、电力设备、医药生物、食品饮料等行业受到集中关注，国产算力、机器人、消费复苏等主题热度较高。 展望12月行情，券商普遍认为市场仍处牛市，中长期仍看好科技成长。 11月最牛金股涨超60% 回顾11月，A股市场整体呈现震荡格局，上证指数月内小幅下跌1.67%，而创业板指、科创50指数则分别下跌4.23%和6.24%。在结构性行情中，券商金股 组合表现分化明显。 Wind数据显示，11月券商推荐金股中，由华泰证券独家推荐的上海港湾单月涨幅达60.15%，成为当月表现最亮的金股；由东北证券独家推荐的蓝色光标 则以45.99%的月涨幅排名第二；华泰证券推荐的亚翔集成以43.57%的月涨幅排名第三；此外，由天风证券推荐的延江股份11月上涨37.59%，位列第四。 11月金股中，单月涨幅超20%的还包括深圳新星（华鑫证券推荐）、众生药业（东海证券推荐）、西麦食品（开源证券、方正证券推荐）等。 从券商金股组合的整体表现来看，11月券商金股收益率分化明显。在每市APP收录的40余家券商金股组合中，仅5家券商收益率为正。具体来看：国联民 生证券金 ...

Core Viewpoint - The company Dongfang Precision (002611) plans to sell its corrugated cardboard production line business for €774 million, focusing on increasing investment in its water propulsion equipment business, which is expected to constitute a significant asset restructuring for the listed company [1][4]. Group 1: Transaction Details - The total base price for the sale of the assets is €774 million, which includes the sale of 100% equity in Fosber Group, Fosber Asia, and Tiruña Asia to Foresight US and Foresight Italy [2][3]. - The financial breakdown of the transaction includes specific base prices for each entity: Fosber Group at €636.95 million, Fosber Asia at €125.08 million, and Tiruña Asia at €12.04 million, with additional lockbox interest accruing daily [3]. - The transaction includes contingent consideration based on the total gross profit targets for the group from August 2025 to December 2026, with potential payments of up to €25 million depending on performance [3]. Group 2: Financial Impact - The targeted companies generated an unaudited revenue of ¥3.211 billion in 2024, accounting for 67.20% of Dongfang Precision's total revenue during the same period [4][6]. - The total assets of the targeted companies amount to ¥2.986 billion, representing 39.66% of the total assets of Dongfang Precision [4][6]. - The net asset value of the targeted companies is ¥150.46 million, which is 30.23% of the listed company's net assets [6]. Group 3: Strategic Focus - The company aims to shift its strategic focus towards domestic development in technology and new production capabilities, particularly in the water propulsion equipment sector, following the sale of its corrugated cardboard production line business [11][12]. - Dongfang Precision plans to enhance its research and development in high-power outboard motors and electric outboard motors, aiming to upgrade its product offerings towards higher power, energy efficiency, and lower emissions [11][12]. - The company has established a cluster investment strategy in the "AI + Robotics" sector, with existing investments in three robotics projects, indicating a commitment to diversifying its technological portfolio [8][9].

特别声明：以上文章内容仅代表作者本人观点，不代表新浪网观点或立场。如有关于作品内容、版权或其它问 题请于作品发表后的30日内与新浪网联系。 老外发视频：中国在日常生活和工作中大量使用机器人，他们生活在2050年 老外发视频：中国在日 常生活和工作中大量使用机器人，他们生活在2050年 老外发视频：中国在日常生活和工作中大量使用机器人，他们生活在2050年。#机器人##人形机器人## 老外看中国# ...

Robotics - Baichuan Co. has technical reserves and related R&D for sodium-ion batteries, but has not yet achieved mass production [1] - Yihua Da provides some components to humanoid robot manufacturers, but the proportion is relatively low [3] - Meixin Sheng's DToF technology can achieve distance measurement and obstacle avoidance, adaptable to various robot application scenarios [3] - Greebo's collaboration with Zhiyuan Robotics on commercial cleaning robots has entered the implementation stage, with mass production testing currently underway [3] Aerospace - Greebo is conducting pre-mass production testing for commercial cleaning robots [3] - Lanjie Technology reports that DDR6 memory modules are expected to achieve commercialization around 2029 [3] - Gaohua Technology has established partnerships with commercial aerospace partners like Blue Arrow Aerospace [3] - Chip Motion Technology's products have been applied in the commercial aerospace field for several years [3] - Zhangjiang Hi-Tech has indirectly invested in Blue Arrow Aerospace through a shareholding fund [3] - Lichong Group is actively expanding in the commercial aerospace sector [3] - AVIC Xi'an Aircraft Industry Group is actively participating in the development of new domestic large aircraft models [3] - Xiangdian Co. is developing technology and products for civil satellite launches [3] - CITIC Heavy Industries is deeply involved in national major projects in aerospace and other fields [3] Electronics - Changchun Technology plans to increase R&D investment to enhance the efficiency, stability, and lifespan of perovskite components [3] - Ultra Sonic Electronics has some PCB products applied in AR/VR glasses [3] - Jinjing Technology's SiC is a core representative of third-generation semiconductor materials, gradually becoming a key material for technological breakthroughs [3] - Guoxin Technology's investee company is conducting R&D and application of optical quantum computing chips and optical quantum computers [3] Other Industries - Aantai Technology has achieved small batch supply of refractory metal 3D printing powder [4] - Aoshanghao's significant performance increase this year is mainly due to the overall demand upturn in the semiconductor industry [3] - Muyuan Foods anticipates a decrease in pig farming costs in the future [3] - Jinlu Electronics has PCB applications in hardware facilities related to the elderly care sector [3] - Aonli Education plans to cultivate the silver economy business as the company's second growth curve [3]

"我们关注贵司很久了，如果新一轮融资启动，海通特别希望有机会加入。"在11月27日举行的2025大湾 区文投会文化智造路演专场上，深圳市智能派科技有限公司联合创始人、副总经理陈波演讲还未结束， 海通创意执行董事夏勤璐就展现出了投资意向。 穿梭于各个路演现场不难发现，科技赋能、文化智造，几乎成了现场300多家文化企业（项目）路演的 核心主题。从3D打印、AI影视、AI文旅到AI+AR眼镜，为期三天的文投会不光是我国文化产业创新成 果的集中展示平台，更直观呈现了科技对文化产业全链条的重塑。 而投资人关心的是，路演企业所选赛道是否有前景，科技赋能的项目，是否真正具备全球竞争力，如何 实现商业变现，哪些才是真正的优质项目？作为辐射全国的文化产业投融资盛事，本届大湾区文投会最 终达成意向签约金额约60亿元。大会现场对接热度高涨，投融资专区磋商不断。大会聚焦人工智能、数 智创意、文化智造、影视等领域，65个路演企业参会，30多家路演企业获得机构签约意向。 本届文投会期间，南方财经记者与多位投资机构交流发现，他们投AI、投硬科技，投数字内容，文化 与科技融合代表"投未来"。伴随文化和科技的深度融合，文化产业迎来新的业态和价 ...

本文由 AI算法生成，仅作参考，不涉投资建议，使用风险自担 【11月28日长安汽车拟2.25亿参设机器人公司】11月28日，长安汽车公告透露，公司审议通过《关于投 资设立机器人公司的议案》，该议案已获公司战略与投资委员会通过。 长安天枢智能机器人科技有限 公司由中国长安汽车集团、重庆长安汽车、辰致汽车科技集团、重庆长安科技共同投资设立，注册资本 4.5亿元。 其中，长安汽车拟以自有资金出资2.25亿元。 ...