今日提示 上证精选 ·1月8日，小鹏汽车全球新品发布会在广州举行。 ·国投白银LOF于2026年1月8日开市起至当日10:30停牌，并于10:30复牌。 ·全国药品监督管理工作会议1月6日至7日在北京召开。会议强调，2026年要做好以下重点工作：一是全 力保障药品高水平安全；二是积极支持医药产业发展提质增效；三是不断提升药品监管法治化水平；四 是扎实推进药品监管现代化建设。 ·1月7日，国内黄金饰品价格对比显示，多家品牌公布的境内足金首饰价格持续上行，其中老庙黄金足 金饰品报1402元/克，老凤祥足金饰品报1399元/克，周大福足金首饰报1398元/克。 ·市场监管总局和国家网信办联合发布《网络交易平台规则监督管理办法》，明确不得利用平台规则对 平台内经营者的自主经营活动进行不合理限制，收取不合理费用、不合理的违约金或者损害赔偿金；不 得利用平台规则排除或者限制消费者权利、减轻或者免除自身责任、不合理加重消费者责任、实施大数 据"杀熟"、提供会员服务时单方面随意变更平台规则损害会员权益等。 ·市场监管总局和国家网信办联合发布《直播电商监督管理办法》，加强直播电商监督管理，保护消费 者和经营者的合法权益，促进直 ...

步入2026年，港股科技板块依旧会是机构投资者的主要热议方向。 回顾去年10月以来的全球资本市场，A股与美股同步开启修复行情，主要指数稳步抬升，而港股的走势 实际上是掉队的，这与前期领涨全球市场的强势表现形成了明显反差。 iFinD数据显示，恒生指数最新市盈率仅维持在11倍左右，恒生科技指数市盈率从2025年10月的高位26 倍左右持续回落，整体估值相对"便宜"。 港股及科技板块为何会在全球修复浪潮中掉队？俗话说哪里低估哪里就有投资机会，港股一季度是否会 释放增长潜力？ 解禁高峰收尾，关注核心股东投资者意图 去年10月以来，港股科技持续调整，主要来自市场流动性方面的扰动，而非板块基本面变化。 首先，年末南向资金获利了结加剧市场波动，招商证券国际的报告中提到南向资金的"挤出效应"的原 因，由于大量可由南向通投港股的公募基金的业绩基准并无港股指数，公募基金业绩基准新规的出台会 导致部分资金撤离港股回流A股。 更值得关注的是，"解禁潮"高峰到来进一步放大了调整压力。以2025年12月为例，该月海天味业、三花 智控、越疆、佑驾创新、英诺赛科等陆续解禁。其中，越疆作为全球协作机器人龙头厂商，解禁股大约 占比71.34% ...

来源：环球网 物流科技是现代物流企业生存和发展的核心竞争力，更是落实国家战略、提升产业链供应链韧性与安全 水平的关键支撑。当前，"人工智能+物流"正在催生新模式、创造新价值；无人驾驶、无人仓等"无人物 流"技术规模化落地；物流装备领域正呈现数智融合深化、绿色低碳提速、场景应用多元的发展趋势。 为汇聚行业智慧、展示前沿成果、共绘发展蓝图，由中国物流与采购联合会主办、物流装备专业委员会 承办的"科技YU见未来"——2026（第十一届）物流技术大会将于3月11日-13日在湖州召开，诚邀行业 同仁共聚。 全新增设五大论坛，锚定行业发展新航向 作为物流技术领域极具权威性与影响力的年度盛会，物流技术大会紧扣国家战略部署与全球产业变革， 重磅增设五大全新论坛。论坛聚焦行业核心痛点与前沿赛道，涵盖具身机器人论坛、物流数据论坛、多 式联运高质量发展论坛、搬运设备论坛以及装卸技术论坛，精准覆盖"硬装备升级、软技术赋能、新场 景落地、全球化协同"四大核心维度，如仓储分拣、厂区内物料转运等高频作业场景；供应链全链路数 据治理，电商仓配等场景；无人化装卸、复杂环境下的智能搬运；中欧班列协同、跨境冷链联运等全球 化场景。不仅与当下物流行 ...

36氪独家获悉，L4级自动驾驶企业白犀牛已于近日完成新一轮融资，本轮融资股东包括九坤创投、启赋资本、元禾厚望、正景资本等。 本轮融资将用于加速车规级无人车平台的规模化量产与市场推广、提升L4自动驾驶的核心技术研发能力、拓展即时配送等高价值场景运营、以及加速海 外市场布局。 白犀牛成立于2019年4月，由前百度自动驾驶团队成员朱磊和夏添共同创立，是一家致力于研发全栈式无人配送解决方案，并提供无人车常态化运营的自 动驾驶公司。今年3月，白犀牛官宣原东风商用车公司总经理黄刚加盟白犀牛，出任总裁一职。 至此，白犀牛在2025年共完成三轮融资，全年融资总金额突破1亿美元。在此之前，快递公司顺丰更是曾一年连续三次加注白犀牛。 多轮大额融资背后，白犀牛业务增速明显。2023年12月，白犀牛无人车活跃量约为100台；今年一季度达到200台，二季度达到500台，截至12月，白 犀牛活跃运营车辆已经突破2000台，在全球超170座城市开启常态化运营，实现了超20倍的业务增长。此外，白犀牛还成功斩获快递物流三大直营KA客 户并位居新增订单量榜首，并已经启动大规模交付。 而白犀牛瞄准的无人物流领域，也正处在规模化落地的爆发节点上。 ...

36氪独家获悉，L4级自动驾驶企业白犀牛已于近日完成新一轮融资，本轮融资股东包括九坤创投、启赋资本、元禾厚望、正景资本等。 本轮融资将用于加速车规级无人车平台的规模化量产与市场推广、提升L4自动驾驶的核心技术研发能力、拓展即时配送等高价值场景运营、以及加速海 外市场布局。 白犀牛无人车 白犀牛成立于2019年4月，由前百度自动驾驶团队成员朱磊和夏添共同创立，是一家致力于研发全栈式无人配送解决方案，并提供无人车常态化运营的自 动驾驶公司。今年3月，白犀牛官宣原东风商用车公司总经理黄刚加盟白犀牛，出任总裁一职。 至此，白犀牛在2025年共完成三轮融资，全年融资总金额突破1亿美元。在此之前，快递公司顺丰更是曾一年连续三次加注白犀牛。 多轮大额融资背后，白犀牛业务增速明显。2023年12月，白犀牛无人车活跃量约为100台；今年一季度达到200台，二季度达到500台，截至12月，白犀牛 活跃运营车辆已经突破2000台，在全球超170座城市开启常态化运营，实现了超20倍的业务增长。此外，白犀牛还成功斩获快递物流三大直营KA客户并位 居新增订单量榜首，并已经启动大规模交付。 而白犀牛瞄准的无人物流领域，也正处在规模化落地的 ...

格隆汇12月17日丨四维图新(002405.SZ)在投资者互动平台表示，公司和九识智能、新石器等无人物流 车公司在数据合规、车路云方面均有合作。 ...

Core Insights - The rapid development of artificial intelligence and robotics is ushering in a golden era for embodied intelligence, with significant commercial orders expected by 2025, making ecosystem development a central focus [1] - Demar Technology Group is emerging as a key player in this intelligent revolution, actively investing in the embodied intelligence sector to drive industry growth [1] Strategic Extension - The humanoid robot market is projected to reach approximately $1.017 billion in 2024 and $15 billion by 2030, with a compound annual growth rate exceeding 56% from 2024 to 2030 [2] - Demar Technology is leveraging its expertise in intelligent logistics to provide unmanned logistics solutions centered around robotics, enhancing its strategic positioning in the embodied intelligence arena [2] - The company has established strategic partnerships with leading firms to strengthen its supply chain and has made strategic investments in robotics companies [2] Data Foundation - The scarcity of real-world operational data is a significant barrier to the mass adoption of humanoid robots, impacting the entire industry chain [4] - Demar Technology has established the world's first training and data collection factory for humanoid robots, focusing on data-driven approaches to enhance robot intelligence [4] - The company is collaborating with local governments and leading robotics firms to create a large-scale data collection and training center, aiming to build a core database for training intelligent systems [4] Ecosystem Development - Demar Technology is transitioning from a "tool supplier" to an "ecosystem enabler" and "platform builder," with a recent investment of 100 million yuan to establish a dedicated company for embodied intelligence [5] - The new company aims to create a self-sustaining ecosystem that integrates core components, embodied entities, scene implementation, and data collection, breaking traditional linear models in the robotics industry [5] - The company envisions a comprehensive ecosystem that allows robots to continuously learn and evolve, contributing to the intelligent upgrade of global industries [5]

Group 1 - The company is actively exploring and developing applications in the low-altitude logistics and unmanned logistics sectors [2] - In the low-altitude logistics field, the company plans to initially focus on scenic areas for low-altitude material transportation and emergency rescue services [2] - The unmanned logistics business is currently in the early exploration stage, with future developments to be disclosed in accordance with information disclosure regulations [2]

Core Viewpoint - The company is actively exploring and developing low-altitude logistics and unmanned logistics application scenarios [1] Group 1: Low-altitude Logistics - The company plans to prioritize the development of low-altitude logistics by focusing on scenic areas for material transportation and emergency rescue services [1] Group 2: Unmanned Logistics - The company's unmanned logistics business is currently in the early exploration stage [1]

Core Insights - A strategic cooperation agreement has been signed among Qizhou Zhihang, Guangfa Express, and China Mobile Zhejiang to establish a new paradigm for commercial operation of L4 unmanned logistics vehicles in Jinhua, a city known for its express delivery services [1][2] Group 1: Company Contributions - Qizhou Zhihang will leverage its expertise in L4 autonomous driving and experience from nearly one million NOA production vehicles to provide safe, reliable, and efficient unmanned logistics products [1] - Guangfa Express, as a local efficient express service provider, brings mature operational experience and resource scenarios in trunk transportation and urban last-mile delivery [1] - China Mobile Zhejiang will offer stable and reliable technical support for the large-scale operation of unmanned logistics vehicles through its leading communication network and information services [1] Group 2: Industry Impact - Jinhua, as a core logistics hub in the southern Yangtze River Delta, has consistently ranked among the top in express delivery volume nationwide, making its smart upgrade in logistics highly relevant for the national logistics industry [2] - The collaboration aims to reduce labor and operational costs in the local logistics sector while enhancing last-mile delivery efficiency and service experience [2] - The initiative seeks to create a benchmark for safe, reliable, and sustainable unmanned logistics operations in Jinhua, with plans to replicate the successful "Jinhua model" in other cities across the country [2]