Market Overview - The main board saw significant gains with notable stocks such as Bona Film Group (+10.05%), Liang Micro (+10.01%), and Changfei Fiber (+10.00%) leading the charge [1] - The ChiNext board also performed well, with Hongrid (+13.32%) and Dongtian Micro (+8.24%) among the top gainers [1] - The Sci-Tech Innovation board was led by C Moore-U (+16.98%) and Xingfu Electronics (+12.79%) [1] - Active sub-industries included SW Communication Cables and Accessories (+3.86%) and SW Film and Animation Production (+2.61%) [1] Domestic News - Semiconductor Investment Alliance: Jingce Electronics announced that its subsidiary has signed multiple sales contracts with a total value of 433 million yuan over the past twelve months [1] - China Mobile's 5G expansion procurement results revealed that all selected vendors' equipment will utilize domestically produced CPUs, marking the first large-scale application of domestic CPUs in 5G base stations [1] - Yunguang Technology completed a Series A financing round to initiate the construction of a 12-inch silicon-based OLED production line, expected to yield approximately 6 million 12-inch wafers annually [1] - Lichong Group signed a procurement agreement with Weijing Intelligent for humanoid robot components, with an estimated contract value of 75 million yuan for 5,000 sets [1] Company Announcements - Medica announced plans to introduce strategic investors through its subsidiary, enhancing its financial strength and core competitiveness [2] - 37 Interactive Entertainment's subsidiary plans to invest up to $200,000 in the Lighthouse Founders' Fund, which focuses on AI and related technology sectors [2] - Taiji Industry's subsidiary intends to transfer accounts receivable worth up to $85 million to a bank [2] - Qilin Security received government subsidies totaling 540,140 yuan, related to its revenue [2] International News - Sondiale SA secured $4.75 million from the U.S. International Development Finance Corporation for the development of a polysilicon factory in Tanzania, with a total investment of approximately $870 million [2] - Imec successfully demonstrated the use of extreme ultraviolet (EUV) lithography for fabricating solid-state nanopores, a significant step towards low-cost mass production [2] - The international DRAM market showed stable prices, with DDR4 16Gb prices increasing by 1.59% while other prices remained relatively stable [2] - Samsung Display has signed orders with major OLED equipment companies, including Cannon Tokki, to begin full-scale production next year [2]

本报记者 张晓玉 12月9日，立中四通轻合金集团股份有限公司（以下简称"立中集团"）发布公告，宣布与北京伟景智能科技有限公司（以 下简称"伟景智能"）正式签署《人形机器人加工件定点采购协议》。此次合作以5年为期，涵盖5000台人形机器人全套加工件 供应，预计合同金额达7500万元。 作为国内铝合金新材料与精密加工领域的领军企业，立中集团此次合作聚焦人形机器人核心零部件供应，产品包括大骨 架、肩部关节、灵巧手、支撑系统结构件、胸杆前后外壳及AGV壳体六大核心组件，基本覆盖人形机器人机身关键结构部位。 根据协议约定，伟景智能将在5年合作期内，通过下达采购订单的方式确定各期采购细节，立中集团将凭借其在高端铝合 金材料研发、压铸及CNC精密加工方面的技术积累，提供从原材料加工到成品交付的全链条配套服务。 公告显示，伟景智能作为本次合作的采购方，注册资本399.22万元，经营范围涵盖智能技术开发、机械设备销售及进出口 业务等。立中集团在公告中强调，协议的签署是客户对公司人形机器人零部件生产能力和技术的高度认可，符合公司中长期发 展战略，将为后续拓展更多机器人领域客户、扩大市场份额奠定基础。 此次跨界合作并非偶然。立中集 ...

据了解，本次协议为框架合作约定，伟景智能因人形机器人业务开展需求，拟在5年合作期限内长期采购立 中集团生产的人形机器人加工件，包括大骨架、肩部关节、灵巧手、支撑系统结构件、胸杆前后外壳和 AGV壳体等六个核心零部件，预计采购数量为5000套（对应5000台人形机器人全套加工件），预计合同金 额约7500万元，实际采购数量、金额以双方最终签署的《采购订单》为准。 合作方伟景智能成立于北京市海淀区，注册资本399.2202万元，经营范围涵盖技术开发、软件开发、机械设 备销售及进出口等业务。经查询，该公司不属于失信被执行人，具备良好的资信和履约能力，且与立中集团 及其股东不存在关联关系。本次协议签署不构成关联交易，亦不构成重大资产重组，无需提交立中集团董事 会和股东会审议。 12月8日，立中集团发布公告，宣布与北京伟景智能科技有限公司（简称"伟景智能"）签署《人形机器人加 工件定点采购协议》，标志着双方战略合作落地，立中集团业务正式向人形机器人产业拓展延伸。 立中集团表示，公司凭借在高端铝合金材料研发、压铸及CNC精密加工等方面的优势，将为伟景智能提供 全套人形机器人加工件的生产和配套服务，助力其产品量产落地。此次 ...

第 771期 2025-12-09 焦点事件 中央政治局会议研究明年经济工作，如何理解8项"坚持"？ 据新华社，中共中央政治局12月8日召开会议，分析研究2026年经济工作，审议《中国共产党领导全面 依法治国工作条例》。 对于如何做好明年的经济工作，会议提出一些重要表述，包括"更好统筹国内经济工作和国际经贸斗 争""实施更加积极有为的宏观政策""持续扩大内需、优化供给"等，并提出八项"坚持"的重点工作。多 位受访专家表示，明年经济增长转型诉求不减，政策需要兼顾短期与长远，内需将继续发挥助力经济总 体回升向好的"助推器"作用，并坚持以开放促改革促发展，重点领域风险化解将更加积极稳妥。 宏观要闻 证监会召开立法联系点工作座谈会 近日，中国证监会建立立法联系点并召开首次立法联系点工作座谈会。据记者了解，中国证监会确立了 六家单位作为第一批立法联系点，分别是国泰海通证券股份有限公司、工银瑞信基金管理有限公司、广 发期货有限公司、四川省上市公司协会、陕西证监局和大连商品交易所。此举旨在进一步拓宽投资者等 市场各方参与资本市场立法的渠道，更好地反映投资者等市场各方的声音。 国际货币基金组织上海中心正式开业 12月8日，国 ...

| | | 12月8日重要公告精选 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | 热点 | 航天动力 | 主营业务不涉及商业航天,亦无商业航天类资产对外投资 | | | 长光华芯 | 光芯片的海外业务布局尚处于起步阶段 | | 签约项目 | 浙江荣泰 | 子公司拟约7700万美元在泰国投资生产项目 | | 合同中标 | 三星医疗 | 预中标1.08亿元国家电网招标采购项目 | | 股权转让 | 国晟科技 | 拟以2.41亿元收购孚悦科技100%股权 | | 回购 | 京基智农 | 拟1亿元-2亿元回购股份 | | 增减持 | 东威科技 | 石国伟、江泽军拟合计减持不超过1.11%股份 | | 其他 | 立中集团 | 签署《人形机器人加工件定点采购协议》 | | | | 太龙药业 拟向江药控股定增募资不超4.54亿元 庁 簡屋に | 【热点】 长光华芯(688048.SH)：光芯片的海外业务布局尚处于起步阶段 航天动力(600343.SH)：主营业务不涉及商业航天，亦无商业航天类资产对外投资 【 项 目 投资】 浙江荣泰 (603119.SH)：子公司拟约7700万美元在 ...

Group 1 - Lichong Group signed a framework procurement agreement with Beijing Weijing Intelligent Technology for 5,000 humanoid robot components, with a total contract value of approximately 75 million yuan over a 5-year period [2] - Vanke A decided not to adjust the coupon rate for the "21 Vanke 02" bond, maintaining a rate of 3.98% for the next two years, with investors having the option to sell back their bonds [3] - Aerospace Power clarified that its main business does not involve commercial aerospace and that revenue from processing rocket engine components accounts for less than 2% of total revenue [4] Group 2 - Tailong Pharmaceutical's controlling shareholder has reached an agreement regarding a potential change in company control, with stock resuming trading on December 9, 2025 [5] - Cambridge Technology plans to increase its investment in its U.S. subsidiary CIG by $100 million to expand production capacity for high-speed optical modules in North America and Southeast Asia [6] - Zhejiang Rongtai intends to invest approximately 54.49 million yuan in a project in Thailand to produce 14,000 tons of mica paper, 4,500 tons of mica products, and 7 million sets of robot components [7] Group 3 - China Metallurgical Group plans to sell 100% equity of China Metallurgical Real Estate and other assets for a total transaction price of 60.68 billion yuan [8] - Hezhong China announced abnormal stock fluctuations with a cumulative increase of 336.83% over 16 trading days, despite reporting a net loss of 5.05 million yuan in Q3 2025 [9] Group 4 - Kemin Foods reported a 110.77% year-on-year increase in sales revenue from live pigs in November 2025, with total sales of 50.90 million pigs from January to November 2025, up 62.01% year-on-year [11] - Poly Developments reported a 21.80% year-on-year decline in signed contracts for the first 11 months of 2025, totaling 240.87 billion yuan [12] - Yisheng Co. reported a 276.76% year-on-year increase in sales revenue from breeding pigs in November 2025 [13] Group 5 - Wentai Technology's second-largest shareholder reduced its stake by 11.84 million shares, decreasing its holding from 7.77% to 6.82% [15] - Three Gorges Group increased its stake in Changjiang Electric Power by acquiring 103 million shares, raising its holding from 52.58% to 53.00% [16] - ST Green Kang announced that a major shareholder plans to reduce its stake by up to 3% due to funding needs [17] Group 6 - Zhongfutong is a candidate for the China Mobile procurement project, with expected amounts of 411 million yuan and 162 million yuan [20] - China Shipbuilding signed a contract for a new shipbuilding project worth approximately 50 billion yuan, involving 87 vessels [21] - Tunnel Holdings won a bid for a highway project worth 6.49 billion yuan, with a cooperation period of 33.25 years [22] - Jicheng Electronics was selected as a candidate for multiple State Grid projects, with a total bid amount of approximately 215 million yuan [23]

证券日报网讯 12月8日晚间，立中集团发布公告称，2025年12月8日，公司与北京伟景智能科技有限公 司（以下简称"伟景智能"或"甲方"）签署了《人形机器人加工件定点采购协议》，约定合作期限内甲方 对乙方的采购数量为5000套加工件，预计的合同金额约为人民币7500万元。 （文章来源：证券日报） ...

Core Insights - The signing of the procurement agreement between Lichung Group and Beijing Weijing Intelligent Technology Co., Ltd. marks a significant step in the strategic collaboration between the two companies, indicating a formal expansion into the humanoid robot industry [1] Company Developments - Lichung Group is officially extending its business into the humanoid robot sector through this partnership [1] - The agreement represents a tangible outcome of the strategic cooperation between Lichung Group and Beijing Weijing Intelligent Technology [1]

| 末尾位数 | 中签号码 | | --- | --- | | 末"4"位数 | 6116, 1116, 8507 | | 末"5"位数 | 54574, 04574, 35184 | | 末"6"位数 | 831158, 581158, 331158, 081158 | | 末"7"位数 | 9707263, 8457263, 7207263, 5957263, 4707263, 3457263, 2207263, | | | 0957263 | | 末"8"位数 | 26620185, 15168131, 41428254, 18468983, 24059508 | 美的集团12月8日公告，截至2025年12月8日，公司累计回购股份数量为1.35亿股，占公司总股本的 1.76%，最高成交价为83.11元/股，最低成交价为69.91元/股，支付的总金额为9999994748元(不含交易费 用)。综上，公司本次回购股份金额已达回购方案的金额上限100亿元，本次回购方案实施完毕。 今日聚焦 2、沐曦股份：网上发行中签号出炉 共有19331个 1、美的集团：回购股份金额已达上限100亿元 回购方案实施完毕 沐曦股 ...

一、复牌、停牌 1、太龙药业：控股股东筹划的可能导致公司控制权变更事项已与相关方达成一致并签署协议，股票复 牌。 2、普冉股份：拟购买高性能存储器公司诺亚长天49%股权，股票复牌。 3、皮阿诺：控股股东、实控人马礼斌正在筹划有关公司控制权变更事宜，该事项可能导致公司实际控 制人发生变更，股票停牌。 1、陕天然气：陕西燃气集团协议转让公司7%、汇通资本6%股份。 2、海伦哲：拟以5000万元-1亿元回购公司股份。 四、对外投资、日常经营 1、剑桥科技：拟向境外全资子公司CIG美国增资1亿美元，扩张公司在北美及东南亚地区高速光模块产 能配套。 2、浙江荣泰：拟约5.45亿元在泰国投建年产1.4万吨云母纸、4500吨云母制品及700万套机器人部件生产 项目。 3、能辉科技：与欧洲某公司签署350MWh储能框架合同及第一批销售合同。 4、立中集团：与伟景智能签署5000台人形机器人加工件定点采购协议。 二、并购 1、威帝股份：拟通过支付现金受让方式收购江苏玖星精密科技51%股权。 2、宏华数科：拟1.05亿元收购山东盈科杰数码科技49%股权 三、股权转让、回购 6、长春高新：控股子公司金赛药业自主研发的金赛增（现通用 ...