据悉，智元精灵G2前期重点应用于平板产线，实现具身智能机器人在消费电子组装制造场景批量落 地。与此同时，龙旗科技今日盘中持续上涨，截至发稿，涨6.98%，报51.35元/股。 10月9日，据"智元机器人"公众号消息，智元机器人与龙旗科技正式官宣，双方就工业场景的具身智能 机器人应用开展深度战略合作，龙旗科技下达数亿元金额的智元精灵G2机器人框架订单。此次合作共 将部署近千台机器人，是目前国内工业具身智能机器人领域最大订单之一。 ...

周末一个消息全网疯传：最新财报数据显示，持有比亚迪股份的伯克希尔能源子公司在其第一季度财务 文件中，将该项投资的账面价值列为零，即巴菲特完全清仓了比亚迪。 武林至尊，宝刀屠龙，号令天下，莫敢不从，倚天不出，谁与争锋。 随后无论伯克希尔还是比亚迪，都证实了巴菲特清仓比亚迪的事实。 很多小伙伴不能理解，巴菲特为啥清仓比亚迪如此果断，我觉得有两个原因： 第一，年纪大了，睹物思人，难受。2008年9月，在查理芒格的建议下，巴菲特花18亿港币买了比亚 迪，2022年开始减持比亚迪，2023年底芒格去世，获取暴利，高位减持，且留着一点容易睹物思人，不 如索性全部清仓的好。 第二，比亚迪涨速最快的时候其实已经结束了。我常年投资比亚迪，对比亚迪的基本面还是蛮熟的，比 亚迪人送绰号"比3万"，为啥呢？因为销量每个月就3万，作为汽车公司市盈率100多倍，持续很多年。 比亚迪汽车销量突破3万是在2021年6月，当年年底就飙到了9万。汽车是规模经济，销量越大，成本越 低，净利润越高，结果年销400万，成为汽车巨头，市盈率却持续走低，跌到了24倍，且比亚迪21年11 月的高点和现在股价一模一样，可见，比亚迪最暴利的阶段确实是结束了，巴 ...

美国众议院中国问题委员会目前只是提出了指控，并未进入实质性调查阶段。 要真正对安克产生影响，还需要经过一系列流程和手续，包括商务部部长卢特 尼克是否推进调查、两院通过相应提案或上升到总统令等。因此，目前这只是 一个提押和恐吓阶段，对安克实际经营影响有限。从动机上看，美国官员更可 能是为了找到谈判筹码，而非针对安克本身。即使最终进行严打，也会选择那 些不合规行为典型企业，而不是像安克这样合规经营的企业。 安克创新在应对美国关税方面采取了哪些措施？ 安克创新 20250922 摘要 美国众议院中国问题委员会对安克创新的指控，目前仅为初步阶段，实 际影响需经过商务部调查、两院提案等流程，短期内对安克经营影响有 限，或为美方谈判策略。 安克创新通过 FOB 加价、供应链转移等措施应对美国关税，跨洋运输等 费用不计入关税基数，有效降低了实际成本，保持了稳健经营。 投资者普遍认为，安克股价因质询产生的波动是布局机会，公司过往应 对经验表明其经营稳健，长期发展不会受实质性影响。 安克通过高加价倍率将关税成本转嫁给消费者，关税后产品价格上涨幅 度消费者感知不明显，有效缓解了关税影响。 安克积极布局东南亚供应链，约 50%产能 ...

具体来看，黄金股午后持续冲高，截至收盘，湖南白银涨停，晓程科技、中金黄金涨超9%，西部黄 金、山东黄金涨幅居前。 消费电子板块表现活跃，长盈精密20%涨停，立讯精密涨停，歌尔股份、达瑞电子、蓝思科技、领益智 造、环旭电子等多股走强。 2025.09.22 9月22日，三大股指集体收涨，上证指数报收3828.58点，涨0.22%；深成指报收13157.97点，涨0.67%； 创业板指报收3107.89点，涨0.55%；科创50指数涨3.38%。沪深两市成交额2.12万亿，较上一个交易日 缩量2023亿。全市场超3100只个股下跌，超2100只个股上涨。 | 全A | 涨 2175 | 平 102 | 跌 3150 | | --- | --- | --- | --- | | | | A股重要指数 | | | 名称 | 最新 | 涨跌 | 涨幅 | | 上证指数 | 3828.58 | +8.49 | +0.22% | | 深证成指 | 13157.97 | +87.11 | +0.67% | | 北证50 | 1589.19 | +11.19 | +0.71% | | 创业板指 | 3107.89 | +16.8 ...

Group 1 - The consumer electronics sector experienced a strong rally on the 22nd, with companies like Hongfuhang rising approximately 14%, and others such as Zhongke Lanyun, Zhixin Precision, and Jucheng Co. seeing increases of over 10% [1] - Meta held the Meta Connect 2025 conference, unveiling five core hardware products, including an AR glasses model and three AI glasses, along with a muscle electric hand ring based on sEMG technology [1] - The AR glasses, internally codenamed Celeste, were developed in collaboration with Ray-Ban, priced at $799 when bundled with the muscle electric hand ring [1] Group 2 - OpenAI has signed an agreement with Luxshare Precision to develop a consumer-grade device, currently in the prototype stage, designed for deep collaboration with OpenAI's AI models [2] - The period from September to October is noted as a peak time for new product launches in the consumer electronics sector, indicating a high production phase for the industry [2] - Companies within the supply chain are positioned for potential price increases due to low valuations, with a focus on investment opportunities arising from AI innovations [2]

Core Viewpoint - The founder of Chasing Technology announced plans for multiple IPOs of its business units globally starting from the end of next year, indicating significant growth and expansion in the company's operations [1] Group 1: Company Overview - Chasing Technology is a global high-end consumer electronics and smart manufacturing company, focusing on high-speed digital motors, intelligent algorithms, and motion control technology [1] - The company has launched four main product categories: robotic vacuum cleaners, wireless vacuum cleaners, smart floor washers, and high-speed hair dryers [1] - As of 2025, the revenue scale of Chasing Technology in the first half is expected to far exceed the total revenue for the entire year of 2024 [1] Group 2: Market Presence - Chasing Technology's products are available in over 100 countries and regions, with more than 6,000 physical retail stores globally [1] - The company has served over 30 million households cumulatively [1] Group 3: New Ventures - In late August, Chasing Technology announced its entry into the automotive sector, planning to launch its first ultra-luxury electric vehicle to compete with Bugatti Veyron, expected to debut in 2027 [1] - The company has had plans for vehicle manufacturing since 2013 and aims to leverage China's existing mature electric vehicle supply chain for research and production [1] - Chasing Technology is committed to long-term investment in the automotive field, with nearly 1,000 personnel in its R&D and production team, which is still expanding [1] - On September 8, the founder and team visited Germany for factory site selection, planning to collaborate with BNP Paribas to build a factory in Germany [1]

新华财经北京9月5日电 新华财经和面包财经研究员根据香港交易所披露信息，对港股IPO排队及新上市企业进行了梳理统计。其中，IPO排队企业选取依据 为审核状态为已刊登申请版本、已刊登聆讯后资料集。 8月，港交所共有6只新股上市，合计募资总额达53.86亿港元。其中，天岳先进、佳鑫国际资源首发募集总额居前，分别达20.44亿港元、13.79亿港元。2025 年6月、7月，港交所分别有15只、9只新股上市，IPO募资规模分别为300.35亿港元、198.59亿港元，由此来看近期港股发行节奏在持续放缓。 截至2025年8月31日收盘，港股IPO排队企业总共234家，其中主板IPO排队企业数量达124家，有5家企业已通过聆讯。此外，阳光电源、华勤技术等A股上市 公司在8月公告披露港股IPO申请计划。 2025年8月，港交所共有6只新股上市，合计募资总额达53.8亿港元。2025年1-8月，已有58只新股上市，合计募资总额超过1341亿港元。整体来看，自2025 年6月以来，港股IPO的发行数量呈持续放缓趋势。 8月上市新股中，天岳先进募资总额达20.44亿港元，规模最大。佳鑫国际资源紧随其后，募集约13.79亿港元。另 ...

Core Viewpoint - Company is focusing on expanding its business and seizing market opportunities in the consumer electronics and automotive parts sectors, projecting significant revenue growth in these areas [1] Group 1: Consumer Electronics - Revenue from the consumer electronics manufacturing sector reached 124.92 million, representing a year-on-year increase of 33.35% [1] - Major clients in this sector include well-known electronic brands such as Apple, with downstream partners like Lens Technology [1] Group 2: Automotive Parts - Revenue from the automotive parts business achieved 32.58 million, showing a remarkable year-on-year growth of 100.22% [1] - Key clients in this segment include prominent automotive manufacturers such as BYD and FAW, providing essential components and manufacturing services [1] Group 3: Other Businesses - Other business segments generated a total revenue of 64.76 million, reflecting a year-on-year increase of 60.76% [1] - This category primarily encompasses industries such as aerospace, semiconductors, bearings, and related components [1]

Group 1: Consumer Electronics Sector - The consumer electronics sector showed strong performance on August 26, with stocks like GoerTek hitting the daily limit up [3] - The industry is experiencing a gradual recovery, with leading company Luxshare Precision expecting a net profit of 10.89 billion to 11.344 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 20% to 25% [3] - The third quarter is traditionally a peak season for consumer electronics, with major releases of AI smartphones and AR glasses anticipated [3][4] Group 2: Livestock Sector - The livestock sector also performed well, with companies like Xiaoming Co. and Aonong Biological achieving significant gains [6] - Leading pig farming company Muyuan Foods reported a revenue of 76.463 billion yuan for the first half of the year, a year-on-year increase of 34.46%, and a net profit of 10.53 billion yuan, up 1169.77% [6] - The company aims to reduce its pig farming costs to an average of 12 yuan per kilogram by the end of the year, with current costs already decreasing [6] Group 3: Market Outlook - Analysts suggest that certain industries may have opportunities for rebound, particularly those that have not returned to their September 2021 highs [7] - The market is expected to maintain a positive trend, driven by ample liquidity and the influx of long-term capital [7] - The technology sector is likely to see increased market activity due to supportive policies and the entry of new capital [7]

Economic Performance - Dongguan's economic performance for the first half of 2025 shows a mixed picture, with most towns experiencing a strong consumer market and active import-export trade, while fixed investment growth has slowed [1][4] - As of August 20, 20 towns have reported their economic data, with 13 towns yet to disclose GDP or growth rates [1][4] - The city aims to achieve high-quality economic development by stabilizing foreign trade, promoting consumption, strengthening investment, and seeking new growth [1][4] Education Reform - Dongguan plans to reform its high school entrance examination system, reducing the total score from 800 to 680, with biology and geography scores excluded from the total [2][6] - This reform is set to take effect in September 2025 and will be valid for five years [2][6] Cultural Events - The seventh BIGGER Art Book Fair held in Dongguan from August 15 to 19 showcased a blend of bookstores, illustrations, lifestyle brands, and cultural products, highlighting the city's evolving cultural consumption landscape [3][9] - Dongguan is transforming from a manufacturing hub to a cultural consumption center, indicating a strong demand for cultural and artistic experiences among its residents [3][9] Public Health Concerns - A report from Dongguan's construction bureau indicated that 17 construction sites are at risk for the spread of mosquito-borne diseases due to inadequate mosquito control measures [4][12] - The report emphasizes the need for improved health and safety protocols at these sites to mitigate public health risks [4][12] Social Issues - A tragic incident occurred where a man was sentenced to death with a two-year reprieve for the murder of his wife, highlighting ongoing social issues related to domestic violence [5][10] - The case has drawn attention to the legal system's handling of domestic violence and mental health considerations in sentencing [5][10]