12月25日，市场早盘走势分化，三大指数涨跌不一，沪指震荡拉升，创业板指冲高回落。 沪深两市半日成交额1.2万亿，较上个交易日放量509亿。盘面上热点快速轮动，全市场超3200只个股上涨。 高开率 70% 获利率 封板率 73.00% 下跌方面，贵金属概念跌幅居前，浩通科技跌超8%。海南自贸概念下挫，海南瑞泽、凯撒旅业走弱。 涨停表现 昨涨停今表现 4.02% 截至收盘，沪指涨0.29%，深成指跌0.11%，创业板指跌0.37%。收起 从板块来看，商业航天概念反复活跃，神剑股份晋级6连板，九鼎新材3连板，隆基机械等十余股涨停。机器人概念走强，万向钱潮、旭升集团等多股涨停。 造纸概念爆发，博汇纸业、宜宾纸业、五洲特纸涨停。数字货币概念拉升，证通电子、金时科技涨停。 封板 56 触及 21 ...

Market Review - The Huaxia Sci-Tech AI ETF (589010) rose by 1.43% on December 24, showcasing resilience in the sector, with significant gains from holdings such as Hengxuan Technology and Xinghuan Technology-U, both up over 6% [1] - The Robot ETF (562500) also experienced a steady increase of 1.06%, with over 90% of its constituent stocks in the green, led by Dazhu Laser, which surged over 8% [1] - Overall trading volume for the AI sector exceeded 61 million yuan, indicating strong market participation and confidence in the AI recovery trend [1] Key News - UBTECH, known as the "first humanoid robot stock," announced a plan to acquire 43% of Fenglong Co., totaling 16.65 billion yuan at a price of 17.72 yuan per share, reflecting a 10% discount from the previous trading price [1] - The acquisition aims to leverage synergies between UBTECH's focus on humanoid robots and Fenglong's expertise in precision manufacturing and supply chain management [1] Institutional Insights - Dongwu Securities noted that humanoid robots have not yet achieved large-scale industrialization due to insufficient model intelligence and generalization capabilities [3] - Galaxy General focuses on developing the "brain" of robots, emphasizing software development to enhance task execution capabilities, particularly in grasping and placing skills [3] Popular ETFs - The Robot ETF (562500) is the only ETF in the market with a scale exceeding 20 billion, providing optimal liquidity and comprehensive coverage of the Chinese robotics industry [4] - The Huaxia Sci-Tech AI ETF (589010) captures the "singularity moment" of the AI industry with a 20% price fluctuation limit and flexibility in small and mid-cap stocks [4]

2、大亚圣象（000910）在互动平台表示，公司以自有资金1500万元人民币认购嘉兴翼龙股权投资合伙 企业(有限合伙)28.30189%的份额，该基金以股权投资的方式投资七腾机器人有限公司，本公司不参与 具体经营。 3、谷歌母公司Alphabet旗下无人驾驶部门Waymo正准备让其无人驾驶出租车(Robotaxis)开口说话。安全 研究员Jane Manchun Wong最近的发现表明，这家自动驾驶公司正在内部测试集成谷歌的Gemini AI，旨 在为乘客提供"个人同伴"式的服务。这一泄露信息源自Waymo移动端应用的代码，其中包含一段长达 1200行的"元提示词"(Meta-Prompt)。该指令明确定义了这款内部称为"Waymo乘车助手"(Waymo Ride Assistant)的AI在旅途中应当如何表现。与许多仅限于简单文本或语音回复的AI集成不同，Waymo乘车 助手的设定是与车辆硬件深度挂钩。根据泄露的规格说明，该助手可以管理多项车内功能，包括：温度 控制、车内照明、音乐播放、功能权限与边界。尽管功能强大，但该AI的权限也受到了刻意的限制。 代码显示，Gemini目前尚无法调节音量、更改行驶路线， ...

Core Viewpoint - The article emphasizes the upcoming AI showcase titled "AI Shining China," which aims to present the latest findings in artificial intelligence and robotics, highlighting the transformative impact of AI across various sectors [2][32]. Group 1: Event Overview - The AI showcase will take place on December 28, featuring a four-hour presentation that includes performances and insights into AI advancements [3][32]. - The event is described as a blend of stunning visuals, impressive performances, and deep reflections on the future of AI [2][3]. Group 2: AI Trends and Insights - The article identifies 2023 as the "Year of AI Enlightenment" and "Year of AI Applications," noting significant changes in areas such as text writing, e-commerce, and industrial applications due to AI [2]. - Key themes for the showcase include the competition between China and the U.S. in AI, the revolution in content production through multimodal capabilities, and the emergence of AI models that are reshaping industries [6][7]. Group 3: Future Market Potential - The article suggests that robotics represents a potential market worth 10 trillion, indicating significant growth opportunities in this sector [7]. - The event will also explore the concept of "Industrial 5.0" and the end of the "traffic era" in e-commerce, signaling a shift in how businesses operate and engage with consumers [7].

转自：证券时报 人民财讯12月25日电，根据调研日期截止日统计，12月以来，共有69股获得海外机构调研，其中获5家及以上海外机构调研的共有11只个股，汇川技术、丰 立智能、杰瑞股份获海外机构调研家数最多，分别达到44家、42家、20家，其中汇川技术、丰立智能均具有机器人概念。 分行业来看，近期海外机构调研股主要集中于机械设备、电子两个行业，分别有17只个股、16只个股，此外医药生物、银行各有4只个股。热门概念中，机 器人、AI算力、芯片等概念股出现较多。 元、2.83亿元、2.22亿元。 | 代码 | 简称 | 12月以来 | 12月以来 | 总市值 | 所属熱门概念 | | --- | --- | --- | --- | --- | --- | | | | 海外机构调 | 涨跌幅 | (亿元) | | | | | 研家数 | (%) | | | | 300124 | 汇川技术 | 44 | 2.41 | 1958.54 | 机器人 | | 301368 | 丰立铝能 | 42 | -2.01 | 67.48 | 机器人 | | 002353 | 茶瑞股份 | 20 | 25.87 | 727.24 | 数据 ...

Core Insights - The article highlights the vibrant trends in China's economy for 2025, showcasing various sectors such as consumer goods, tourism, and technology, emphasizing the potential for growth and innovation in the market. Group 1: Consumer Goods and Upgrading - In the first 11 months of the year, over 10 million cars and more than 100 million home appliances were exchanged under the "old for new" policy, generating over 2.5 trillion yuan in sales and benefiting over 360 million people [13][14] - The "old for new" policy has stimulated consumer demand for high-quality, green, and smart products, with significant growth in sales of smart home products and new energy vehicles, which saw production and sales of 14.9 million and 14.78 million units respectively, marking year-on-year increases of 31.4% and 31.2% [14] Group 2: Ticket Economy - The concept of "ticket economy" has evolved, transforming tickets from mere entry passes to "invitations" for exploring cities, with various benefits linked to ticket purchases, enhancing consumer experiences [15][16] - Cities are leveraging the ticket economy to stimulate consumption, with Shanghai incorporating it into its consumption promotion plans, indicating a broader trend of integrating service consumption with various activities [16] Group 3: New Consumption Scenarios - Innovative consumption scenarios are emerging across China, such as transforming industrial heritage into interactive experiences and repurposing highway service areas into diverse consumer spaces [17][18] - The development of new commercial scenes is being prioritized, with cities like Beijing focusing on enhancing shopping districts and creating vibrant night-time economies that integrate culture, tourism, and entertainment [18] Group 4: Robotics Industry - China remains the world's largest producer of robots, with the industry expected to grow significantly, as evidenced by the increase in revenue from 106.1 billion yuan in 2020 to 237.89 billion yuan in 2024, with an annual growth rate of 22.4% [21][22] - The integration of robots into various sectors, including home services and sports, is becoming more prevalent, showcasing the potential for robots to revolutionize multiple industries [20][21] Group 5: Rural Economy and "Village Brands" - The "village brand" phenomenon is gaining traction, with various cultural and tourism activities driving local economies, as evidenced by the economic benefits of over 13.09 billion yuan generated from rural cultural events [23][24] - The retail sales in county and rural areas accounted for 38.7% of total social retail sales, highlighting the significant growth potential in these markets [24] Group 6: Silver Economy and Tourism - The silver tourism market is expanding, with specialized trains catering to older travelers, reflecting a shift towards more personalized and fashionable travel experiences for this demographic [25][26] - The number of elderly tourists now constitutes over 20% of the total tourism market, indicating a growing trend in silver tourism that is becoming more mainstream [26][27] Group 7: International Tourism and Shopping - The extension of the 240-hour visa-free transit policy to 55 countries has significantly boosted inbound tourism, with a 27.2% increase in foreign visitors compared to the previous year [28][29] - The rise in international tourists is contributing to a surge in shopping, with over 10,000 duty-free stores established, tripling the number from the previous year, and a notable increase in duty-free sales [28][29]

Core Viewpoint - The article highlights the strategic partnership between Wankai New Materials and Lingxin Qiaoshou, focusing on the supply of lightweight components for humanoid robots, which signifies a breakthrough in the application of new materials in high-end equipment manufacturing [1][2]. Group 1: Business Developments - Wankai New Materials announced a procurement contract with Lingxin Qiaoshou for lightweight components and assembly services for humanoid robot arms, with a total contract value of RMB 10 million [1]. - The expected related transactions between the two companies for 2026 are projected to reach RMB 50 million [1]. - This partnership is seen as a recognition of Wankai's advancements in polyester lightweight structural materials and precision injection molding technology [2]. Group 2: Market Positioning - The collaboration aims to promote the engineering application of high-performance engineering plastics as a substitute for metal materials, enhancing market penetration in the humanoid robot sector [2]. - Wankai New Materials has strategically invested in Lingxin Qiaoshou and established a joint venture, Zhejiang Qingmei Zhisi Technology Co., Ltd., to further integrate into the robotics supply chain [3]. Group 3: R&D Initiatives - Wankai New Materials is focusing on several innovative projects, including bio-based furan polyester, new heat-resistant copolyester, and PET chemical recycling technology [4]. - A joint venture with Carbios has been established to create a facility in China for processing 50,000 tons of waste PET annually, with a total investment of approximately RMB 922 million, positioning the company as a leader in the recycled PET market [4].

Robotics - Huqin Technology has officially reached a strategic cooperation for robot complete machine manufacturing with Weita Power [1] - Penghui Energy's solid-state battery products are in the pilot test stage, with lithium battery products being applied in new energy vehicles and robots [1] Other Applications - Ocean King has no current projects applying its products in the autonomous driving sector [1] - Shuangta Food's plant protein powder and plant protein peptide products can be applied in the elderly health food sector [1] - Wanxiang Qianchao has received small batch orders for its bearing products in the low-altitude economy field [1] - Holleywo has laid out its rocket testing system business and achieved a breakthrough in orders [1]

Group 1 - Spring Technology has received a procurement order for robot products from Lexiang Technology amounting to 43.2628 million yuan, marking recognition of its manufacturing technology and laying the foundation for future business expansion in robot products [1] - Huayin Technology signed a framework procurement contract worth 254 million yuan for special functional materials for aircraft fuselage, reflecting the implementation of its strategic layout and enhancing its market position in key materials for aviation engines [2] - Wankai New Materials' subsidiary signed a procurement contract with Lingxin Qiaoshou to provide lightweight components for humanoid robot arms, with a total contract value of 10 million yuan [2] Group 2 - Heng Rui Medicine's injectable SHR-A1904 has been included in the list of breakthrough therapeutic varieties by the National Medical Products Administration, with no similar products approved globally, targeting specific cancer types [3] - Hongda Electronics announced that its indirect holding in Jiangsu Zhanxin's IPO application has been accepted, but the subsequent progress remains uncertain [4] - Jia Heng Jia Hua's controlling shareholder is planning a change in control, leading to a temporary suspension of its stock trading [5]

Group 1 - The core business of the company is automotive electronics and precision die-casting, with potential applications in the robotics field [2] - The company is currently advancing its related business initiatives in the robotics sector [2]