1月12日，信捷电气盘中下跌2.00%，截至10:31，报63.21元/股，成交1.87亿元，换手率2.09%，总市值 99.33亿元。 资金流向方面，主力资金净流出2231.95万元，特大单买入502.94万元，占比2.68%，卖出1176.90万元， 占比6.28%；大单买入3152.37万元，占比16.82%，卖出4710.35万元，占比25.13%。 机构持仓方面，截止2025年9月30日，信捷电气十大流通股东中，永赢先进制造智选混合发起A （018124）位居第四大流通股东，持股507.19万股，相比上期减少265.13万股。易方达国证机器人产业 ETF（159530）位居第九大流通股东，持股260.08万股，为新进股东。香港中央结算有限公司退出十大 流通股东之列。 资料显示，无锡信捷电气股份有限公司位于江苏省无锡市滨湖区建筑西路816号信捷大厦，成立日期 2008年4月22日，上市日期2016年12月21日，公司主营业务涉及工业自动化控制产品的研发、生产和销 售,为OEM自动化行业提供智能控制系统解决方案。主营业务收入构成为：设备销售及其他主营业务 99.78%，其他(补充)0.22%。 责任编辑 ...

Core Viewpoint - The company, 弘讯科技, clarifies its business focus and addresses market misconceptions regarding its classification as a "nuclear fusion concept stock" and "humanoid robot concept stock" [1] Group 1: Business Operations - The company primarily operates in three sectors: automation, digitalization, and new energy [1] - The Italian subsidiary, EQUIPAGGIAMENTI ELETTRONICI INDUSTRIALI S.P.A, only provides components for nuclear fusion devices, not complete systems [1] Group 2: Financial Impact - The revenue from the nuclear fusion-related business is a small portion of the company's overall revenue, indicating limited short-term impact on financial performance [1] Group 3: Investor Advisory - The company urges investors to make rational decisions and invest cautiously [1]

Core Viewpoint - The company, Hongxun Technology (603015.SH), clarifies its business focus and addresses market misconceptions regarding its classification as a "nuclear fusion concept stock" and "humanoid robot concept stock" [1] Group 1: Business Segments - The company primarily operates in three main business segments: automation, digitalization, and new energy [1] - The company does not engage in the humanoid robot business [1] Group 2: Nuclear Fusion Business - The company's Italian subsidiary, EQUIPAGGIAMENTI ELETTRONICI INDUSTRIALI S.P.A (EEI), only provides components for nuclear fusion devices, not complete systems [1] - Revenue from the nuclear fusion-related business constitutes a small proportion of the company's main business revenue, indicating limited short-term impact on overall performance [1]

Core Viewpoint - The company has experienced a significant stock price increase, with a cumulative rise of 34.51% from January 5 to January 9, 2026, leading to concerns about potential future declines due to the rapid price increase [1] Financial Performance - For the period of January to September 2025, the company reported a revenue of 609 million yuan, representing a year-on-year decrease of 5.65% [1] - The net profit attributable to shareholders for the same period was 32.0491 million yuan, reflecting a year-on-year decline of 35.18% [1] Business Classification - The market has categorized the company as a "nuclear fusion concept stock" and "humanoid robot concept stock," which the company clarifies is inaccurate [1] - The company's main business segments are automation, digitalization, and new energy, with no involvement in humanoid robotics [1] - The company's Italian subsidiary, EQUIPAGGIAMENTIELETTRONICI INDUSTRIALI S.P.A (EEI), only provides components for nuclear fusion devices, not complete systems, and this segment contributes a small portion to the overall revenue, thus having a limited impact on short-term performance [1]

截至2026年1月9日收盘，北自科技（603082）报收于37.41元，较上周的36.9元上涨1.38%。本周，北自 科技1月9日盘中最高价报37.57元。1月5日盘中最低价报36.72元。北自科技当前最新总市值60.69亿元， 在自动化设备板块市值排名48/78，在两市A股市值排名3004/5182。 本周关注点 公司公告汇总 北自所（北京）科技发展股份有限公司拟发行股份及支付现金购买苏州穗柯智能科技有限公司100%股 权，交易价格为1.4亿元，其中股份支付占比80%，现金支付占比20%。同时，公司拟募集配套资金不超 过3,200万元，用于支付现金对价及中介机构费用。本次交易不构成重大资产重组、关联交易或重组上 市。 标的公司主营业务为智能物流系统和装备的研发、设计、制造与集成。业绩承诺方对标的公司2026年至 2028年净利润作出承诺，并签订补偿协议。交易对方由五名调整为三名自然人，分别为翁忠杰、刘庆 国、冯伟。 公司已对《发行股份及支付现金购买资产并募集配套资金报告书（修订稿）》进行修订，涉及标的公司 子公司及关联方注销后的表述调整、补充协议新增、业绩承诺修改、资产评估更新等内容。评估值为 14,039 ...

公司公告汇总 迈得医疗工业设备股份有限公司于2026年1月5日通过集中竞价交易方式首次回购公司股份127,283股， 占公司总股本的0.0766%。回购价格区间为15.69元/股至15.80元/股，支付资金总额2,004,504.07元（不含 交易费用）。本次回购基于2025年12月30日经股东会审议通过的回购方案，资金来源为超募资金或自有 资金，拟用于减少注册资本，回购期限为12个月，回购金额区间为2,000万元至4,000万元，回购价格上 限为24元/股。截至2025年12月31日，公司尚未实施回购。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 截至2026年1月9日收盘，迈得医疗（688310）报收于16.13元，较上周的15.33元上涨5.22%。本周，迈 得医疗1月5日盘中最高价报16.32元。1月5日盘中最低价报15.34元。迈得医疗当前最新总市值26.81亿 元，在自动化设备板块市值排名74/78，在两市A股市值排名4809/5182。 公司公告汇总：迈得医疗首次回购股份127,283股，支付资金总额200.45万 ...

证券之星消息，1月9日自动化设备板块较上一交易日上涨1.87%，天准科技领涨。当日上证指数报收于 4120.43，上涨0.92%。深证成指报收于14120.15，上涨1.15%。自动化设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688003 | 天准科技 | 68.80 | 13.36% | 12.94万 | | 8.50亿 | | 603015 | 弘讯科技 | 17.11 | 10.03% | 56.09万 | | 9.53亿 | | 600215 | 派斯林 | 8.46 | 10.01% | 73.46万 | | 6.12亿 | | 605288 | 凯迪股份 | 107.94 | 10.00% | 2.28万 | | 2.35亿 | | 300486 | 东杰智能 | 20.98 | 8.09% | 28.32万 | | 5.90 亿 | | 300757 | 罗博特科 | 289.81 | 7.61% | 11.64万 | | 33.25 ...

Core Viewpoint - The report from Huatai Securities indicates that the industry prosperity index shows initial signs of a turning point in December, corroborated by an unexpected rebound in PMI [1] Sector Summaries - **Upstream Resources and Public Industries**: Significant improvement in the last three months, particularly in sectors such as non-ferrous metals, coal, certain chemical products, paper, and ordinary steel driven by price increases [1] - **TMT (Technology, Media, and Telecommunications)**: Accelerated progress in AI applications, leading to improved conditions in gaming and software, with a positive trend in computing power storage and passive components [1] - **Capital Goods and Intermediate Products**: Improvement noted in sectors like new energy, automation equipment, and engineering machinery, with export orders potentially being advanced due to the later timing of the 2026 Spring Festival [1] - **Consumer Goods**: Recovery observed in dairy products, beer, and livestock sectors [1] - **Infrastructure Chain**: The construction PMI rose above the threshold in December, indicating a recovery in the construction industry [1] - **Independent Prosperity Cycle**: Notable performance in sectors such as military electronics [1] Investment Recommendations - The report suggests continuing to position for the spring market with a balanced allocation between growth and cyclical sectors, recommending a focus on non-ferrous metals, chemicals, military, storage, gaming, new energy (batteries/wind power), and pharmaceuticals at a monthly level [1] - Additionally, short-term thematic investments are favored, with a focus on humanoid robots, brain-machine interfaces, and domestic computing power, considering trading congestion [1]

Core Viewpoint - The stock of Hongxun Technology (603015) experienced an abnormal trading fluctuation, with a cumulative closing price increase exceeding 20% over two consecutive trading days on January 7 and 8, 2026. The company clarified its business focus and the limited impact of its fusion-related activities on its overall performance [1]. Group 1: Company Overview - Hongxun Technology operates primarily in three business segments: automation, digitalization, and new energy [1]. - The company's Italian subsidiary, EEI, only provides components for fusion devices, not complete systems, indicating a limited involvement in the fusion sector [1]. Group 2: Financial Impact - The revenue generated from the fusion-related business is relatively small compared to the company's main business income, suggesting minimal short-term impact on overall performance [1].

Core Viewpoint - The company has clarified its business operations in response to being classified as a "nuclear fusion concept stock," emphasizing that its main operations are in automation, digitalization, and new energy, with limited impact from its nuclear fusion-related activities [1] Group 1: Business Operations - The company operates primarily in three sectors: automation, digitalization, and new energy [1] - The Italian subsidiary, EEI, only provides components for nuclear fusion devices, not complete systems [1] - Revenue from the nuclear fusion-related business constitutes a small portion of the company's overall revenue [1] Group 2: Financial Impact - The company states that the nuclear fusion business has a limited impact on its short-term performance [1]