公司计划将所得款项净额约7.71亿中，40%用作推进智能机器人的技术研究和产品创新；20%用于寻求 于机器人价值链及相邻领域的投资、收购及战略联盟机会；20%用于强化集团于国内外的销售渠道，并 进一步加大市场推广力；20%用于补充营运资金及作一般企业用途。 越疆(2432.HK)低开3.16%报50.55港元，最新市值214亿港元。消息上，越疆公布，拟配售1666万股新H 股，占扩大后已发行股本约3.79%；每股配售价46.8港元，较昨日收市价52.2港元折让10.34%，集资7.8 亿港元。 ...

一、市场行情回顾 11月05日，A股三大股指小幅上涨。上证指数收涨0.23%，深证成指收涨0.37%，创业板指收涨1.03%。其中，创业板指涨幅较为明显，领先其他主要指数。 全市场共有超3,380只股票上涨，市场活跃度较高。港股三大股指涨跌不一。其中，恒生中国央企指数上涨0.17%，涨幅相对居前。沪深两市成交额为18723 亿元人民币，相较上个交易日小幅缩量。 | 证券名称 | 日涨跌幅 | 安年以来 涨跌幅 | | --- | --- | --- | | 创业板50 | 1.21% | 55.83% | | 创业板指 | 1.03% | 47.84% | | 中证1000 | 0.39% | 25.30% | | 深证成指 | 0.37% | 26.97% | | 中证500 | 0.26% | 26.26% | | 上证指数 | 0.23% | 18.42% | | 科创20 | 0.23% | 40.60% | | 沪深300 | 0.19% | 17.59% | | 中证A50 | 0.15% | 13.03% | | 科创综指 | 0.03% | 44.46% | | 北证50 | -0.21% | ...

Group 1 - The core viewpoint of the news highlights significant investment interest in the Robot ETF (159770), with a notable increase in net subscriptions and fund inflows, indicating strong market confidence in the robotics sector [3][4]. - As of November 5, 2025, the Robot ETF (159770) recorded a trading volume of 245 million yuan, with key component stocks showing mixed performance, including Guomao Co., Ltd. (603915) leading with a 4.66% increase [3]. - The Robot ETF (159770) has seen a substantial growth in scale, increasing by 41.71 million yuan over the past week, reaching a total of 9.223 billion shares, marking a new high since its inception [4]. Group 2 - The fund has attracted a net inflow of 476 million yuan over the past five days, making it the top performer among similar products, with a total of 1.143 billion yuan in net inflows over the last 15 days [4]. - The report emphasizes the historical opportunity for the robotics sector driven by domestic substitution and technological expansion, alongside the momentum from the artificial intelligence wave [4]. - Eastern Securities anticipates a surge in humanoid robot production following the upcoming Tesla shareholder meeting, suggesting that A-share listed companies are preparing for product launches and mass production [6].

每经AI快讯，有投资者在投资者互动平台提问：乐聚人生产的夸父机器人，和而泰是否参与或者供应 相关部件？ 和而泰（002402.SZ）11月6日在投资者互动平台表示，公司未向夸父机器人提供相关部件，公司与乐 聚、东方精工合资成立的公司，主要聚焦机器人的核心控制系统及部件控制，目前合资公司已经完成注 册，产品正在研发过程中，进展顺利。 （文章来源：每日经济新闻） ...

格隆汇11月6日丨越疆(02432.HK)发布公告，2025年11月6日(联交所交易时段前)，公司与配售代理(即瑞 银集团)订立配售协议，据此，配售代理已同意担任公司的代理，按竭尽所能基准促使认购人根据配售 协议所载条款及在其所载条件规限下，按配售价认购合共1666万股新H股。 配售股份占公司于本公告日期已发行股本约3.94%及占经配发及发行配售股份扩大后已发行股本约 3.79%。配售价为每股H股46.80港元，较于最后交易日及厘定配售价当日在联交所所报收市价每股H股 52.20港元折让约10.3%。 公司自配售事项收取的所得款项总额及所得款项净额估计分别为约7.797亿港元及约7.71亿港元。所得款 项将由公司及其附属公司按以下方式及分配用途使用：所得款项净额40%拟用于推进智能机器人的技术 研究和产品创新，以支持集团的战略部署并拓展市场版图；20%拟用于寻求于机器人价值链及相邻领域 的投资、收购及战略联盟机会；20%拟用于强化集团于国内外的销售渠道，并进一步加大市场推广力 度，以持续提升集团于核心市场的渗透率及品牌影响力；以及所得款项净额20%拟用于补充营运资金及 作一般企业用途。 ...

3. 金帝股份在互动平台表示，公司在机器人谐波减速机柔轮初坯产品研发方面，创新采用精密冲压替代 锻造工艺，联合产业链上下游开发特种材料，成功实现进口替代，目前该产品晶粒度等级测试指标在谐 波柔轮的常用范围内，达到高疲劳强度要求。 【市场复盘】 本周三 （11月5日），科创人工智能ETF华夏（89010） 报1.374元，跌幅0.94%，走势基本随科创AI指 数回落（-1.01%）。分时上看，早盘低开后震荡回升，午后在分时均线上方运行，显示短线仍具一定支 撑。持仓股方面，成分股跌多涨少，5只上涨、25只下跌，威胜信息、天准科技等个股涨幅居前，而福 昕软件、复旦微电、海天瑞声跌幅较大，反映AI应用及算力方向普遍承压。机器人ETF（562500） 报 0.996元，较前一交易日微跌0.50%，全天在0.984至0.999元区间震荡运行。盘中走势整体呈现低开后窄 幅震荡格局，价格在分时均线附近反复整理，技术上仍处于短期弱势修复阶段。持仓股表现分化，26只 上涨、47只下跌，其中国茂股份、天准科技等个股涨幅居前，而晶品特装、东杰智能等跌幅较大，显示 板块内部仍在结构调整。流动性方面，成交额超9亿元，交易活跃度保持平稳。 ...

作为特斯拉一级供应商，金力永磁已提前锁定头部供应链先机。公司自2020年起切入特斯拉供应链，为 Optimus独家供应钕铁硼磁体，2024年已实现小批量交付。同时，公司还服务宇树科技、优必选等本土 企业，全面覆盖20自由度人形机器人的全磁组件需求。 技术层面，金力永磁通过晶界渗透技术实现关键突破，将磁体中镝、铽用量降低40%，同时将磁体矫顽 力提升至45kOe，精准匹配高端人形机器人的性能要求。成本与定价方面，长江证券等机构按材料成本 +加工溢价推算，国内市场单台机器人磁组件综合成本约2400元，单台价值约5000元；考虑到特斯拉 Optimus对高性能材料及精密加工的严苛需求，叠加关税因素，供应特斯拉的磁组件单台售价可能超 5000元，约占该机器人总成本的5%，单台磁材用量约3.5kg。 马斯克对人形机器人Optimus的量产规划持续引发行业关注，其预言2035年Optimus年产量将达5000万-1 亿台，未来机器人数量可能超过人类。而关节磁组件作为核心部件，有望"再造一个全球磁材市场"。 随着人形机器人规模化量产落地，钕铁硼磁体作为核心关节部件的关键材料，将迎来确定性增长机遇， 金力永磁凭借供应链先发优 ...

Core Viewpoint - The company plans to issue 16.66 million shares at a price of HKD 46.8 per share, aiming to raise a net amount of HKD 771 million for various strategic initiatives [1] Group 1: Fund Utilization - The raised funds will be used to advance research and innovation in smart robotics technology to support the company's strategic deployment and market expansion [1] - The company seeks investment, acquisition, and strategic alliance opportunities within the robotics value chain and adjacent sectors [1] - The funds will also enhance the company's domestic and international sales channels and increase marketing efforts to improve market penetration and brand influence [1] - Additional capital will be allocated for working capital and general corporate purposes [1]

重点关注 国务院关税税则委员会发布对美关税最新调整。 贵州茅台拟以15亿至30亿元回购股份并注销。 宇树科技股份有限公司创始人、董事长王兴兴表示，个人预计国内智能机器人领域单家企业平 均增长率在50%—100%。 重要的消息有哪些 1．为落实中美经贸磋商达成的成果共识，根据《中华人民共和国关税法》、《中华人民共和国海关法》、 《中华人民共和国对外贸易法》等法律法规和国际法基本原则，经国务院批准，自2025年11月10日13时01分 起，停止实施《国务院关税税则委员会关于对原产于美国的部分进口商品加征关税的公告》（税委会公告2025 年第2号）规定的加征关税措施。 2．为落实中美经贸磋商达成的成果共识，根据《中华人民共和国关税法》、《中华人民共和国海关法》、 《中华人民共和国对外贸易法》等法律法规和国际法基本原则，经国务院批准，自2025年11月10日13时01分 起，调整《国务院关税税则委员会关于对原产于美国的进口商品加征关税的公告》（税委会公告2025年第4 号）规定的加征关税措施，在一年内继续暂停实施24%的对美加征关税税率，保留10%的对美加征关税税率。 3．商务部新闻发言人就调整出口管制管控名单措施答 ...

Group 1: Overseas News - US economic data exceeded expectations, contributing to a rebound in the stock market, with the S&P 500 up 0.37%, Dow Jones up 0.48%, and Nasdaq up 0.65% [1] - Tesla shares rose by 4% ahead of the shareholder meeting, while Google increased by over 2%, reaching a new high; semiconductor index rebounded by 3% with AMD up 2.5%, but Nvidia fell nearly 2% [1] - Storage companies saw significant gains, with Seagate up 10% and Micron up 9%; SK Hynix indicated that the supply price of HBM4 will be over 50% higher than HBM3E [1] - Spot gold rebounded by over 1%, and copper prices halted a four-day decline, temporarily recovering from a two-week low [1] Group 2: Domestic Major Events - China and the US have recently adjusted multiple tariff and non-tariff measures, beginning to implement the consensus reached during the Kuala Lumpur economic and trade consultations [4] - The Ministry of Commerce announced the cessation of anti-circumvention measures on imports of single-mode optical fibers originating from the US [6] - The Deputy Minister of Commerce met with a US agricultural trade delegation to discuss trade matters [7] - The Central Financial Office emphasized accelerating the construction of a financial powerhouse to support China's modernization [8] Group 3: Market Strategies and Trends - Financial analysts suggest focusing on three short-term directions: energy export sectors (electricity, power generation, solar energy, storage), low-position sectors with price increase logic or performance support (coal, lithium battery, paper), and technology sectors that have fully adjusted and present rebound opportunities (storage chips, robotics) [11] - The Beijing-Tianjin-Hebei region aims to promote the application of over 800,000 new types of Beidou independent positioning terminal products by 2027, targeting a total scale of 5 million applications [12] - Nissan plans to cut production of its best-selling SUV model Rogue in Japan due to a shortage of chips from Nexperia [13] - The market price of thionyl chloride has increased significantly by 8.61% to 1552 yuan/ton, with a cumulative increase of 19.38% since August [14] Group 4: Company Announcements - Kweichow Moutai plans to repurchase shares worth between 1.5 billion to 3 billion yuan, with a maximum repurchase price of 1,887.63 yuan per share [15] - Jia Yuan Technology signed a cooperation framework agreement with CATL to collaborate on new battery anode materials [17] - Kaibei plans to invest 100 million yuan to establish a wholly-owned subsidiary focused on humanoid robot components [17]