今日早盘， A股继续稳步上扬，上证指数再创年内新高，中证1000也创2年多来新高，深证成指、北证 50等也纷纷逼近前期高点。超4300只个股上涨，成交呈小幅放大的趋势。 盘面上，PEEK材料、地面兵装、能源金属、风电设备等板块涨幅居前，贵金属、油气开采、银行、影 视院线等板块跌幅居前。 PEEK供需缺口可能扩大 PEEK材料概念早间高开高走，板块指数单边上涨近6%，半日成交接近前一交易日全天成交。双一科技 开盘后仅约7分钟就20%涨停，创3年半新高，超捷股份亦"20cm"封板，中欣氟材则5日4涨停，华密新 材、金发科技等纷纷涨停或涨超10%。 备受瞩目的"2025世界机器人大会"（8月8日—12日）正在举行，大会期间，50家人形机器人整机企业将 同台亮相，全方位展示人形机器人在工业制造、医疗护理、家庭服务等多元化场景下的创新应用成果。 在人形机器人大发展的当下，也有诸多因素制约着行业的发展，其中轻型坚固的材料就是其中之一。宇 树科技创始人王兴兴在世界机器人大会上预测，未来几年，全球人形机器人行业出货量每年翻一番，应 该是可以保证的。目前限制人形机器人跑得更快、跳得更高的因素，不是算法，而是硬件。突破硬件的 门 ...

Group 1 - Daya Capital recently conducted research on WanFeng AoWei, a global leader in lightweight magnesium alloy deep processing [1] - WanFeng AoWei has a competitive advantage due to the cost-effectiveness of magnesium alloy components, which are used in various automotive parts, targeting domestic new energy manufacturers [1] - The company employs price-linked settlement and hedging tools to optimize procurement and inventory management, thereby reducing costs [1] - WanFeng Diamond Aircraft ranks among the top three global general aircraft manufacturers, contributing to the development of the domestic low-altitude economy [1] - The company is developing fixed-wing pure electric and hybrid aircraft, advancing commercialization in the eVTOL sector, and integrating resources from Volocopter to build urban air traffic systems [1] Group 2 - Daya Capital, established in June 2013 in Shenzhen, has built a global business network and provides professional asset management services to domestic and international investors [2] - The management team has over 20 years of experience in global financial markets, with nearly 50 professionals from diverse academic backgrounds [2] - Daya Capital has received over 30 industry awards, including four Golden Bull Awards, and has achieved an asset management scale exceeding 100 billion within its first three years [2] - The company focuses on quantitative investment technology and innovation in product and business models, advocating for scientific investment practices [2] - Daya Capital is committed to maintaining a sustainable financial ecosystem and has established the "Daya New Life Children's Fund" to explore sustainable public welfare models [2]