昨日，"智元上纬"公众号发布消息，上纬新材将发布一款身高1.88米的全尺寸机器人。 公司11日晚间发布风险提示公告称，公司股票价格自2025年7月9日至2025年11月11日累计上涨 1573.52%，11月11日再次涨停，短期涨幅显著高于科创综指、科创50及同行业等相关指数涨幅，其间 多次触及股票交易异常波动及严重异常波动情形，股票价格已严重脱离当前基本面，存在随时快速下跌 的风险，投资者参与交易可能面临较大风险。 公司于近期开展的具身智能机器人业务处于产品开发阶段，尚未实现量产及规模化销售，相关业务尚未 形成营收及利润，预计不会对2025年度业绩产生正向影响。公司与关联方各自独立开展具身智能机器人 业务，应用场景不同，确保与关联方不构成重大不利影响的实质同业竞争。 上纬新材(688585)12日开盘即跳水，截至发稿，该股跌超9%，昨日该股尾盘强势涨停。 公告称，公司主营业务仍为环保高性能耐腐蚀材料、风电叶片用材料、新型复合材料以及循环经济材料 的研发、生产及销售，未发生重大变化。公司生产经营未发生重大变化，市场环境或行业政策未发生重 大调整，生产成本和销售等情况未出现重大变化。 目前，公司基本面未发生重大 ...

Market Overview - On November 11, the market experienced fluctuations with the three major indices opening high but closing lower. The Shanghai Composite Index fell by 0.39%, the Shenzhen Component Index decreased by 1.03%, and the ChiNext Index dropped by 1.4%. The total trading volume in the Shanghai and Shenzhen markets was less than 2 trillion yuan, a decrease of 180.9 billion yuan compared to the previous trading day [1] ETF Performance - The Robot ETF (159770) closed down by 0.78% with a net subscription of 37.5 million shares and a trading volume exceeding 235 million yuan. This ETF has seen continuous capital inflow for 18 consecutive trading days, accumulating over 1.5 billion yuan in net inflow [2] - Over the past 60 trading days, the Robot ETF has recorded net inflows on 43 days, totaling nearly 3 billion yuan [2] Industry Developments - A recent announcement from "Zhiyuan Shuangwei" indicated that Upwei New Materials will launch a full-size robot standing 1.88 meters tall. Additionally, a patent for a "robotic finger, robotic hand, and humanoid robot" applied by Yushu Technology Co., Ltd. has been authorized [2] - Dongwu Securities believes that the wave of embodied intelligence positions humanoid robots as the best carrier for AI, potentially ushering in a decade-long industrial cycle. By 2025, small-scale production of robots is expected to commence, with accelerated iteration and expansion of components, leading to a significant industry explosion by 2026 [2] - CITIC Construction Investment Securities noted that the supply chain for core components of humanoid robots is developing in a coordinated manner, with different segments progressing at varying paces. The overall industry chain is transitioning from technology research and development to large-scale manufacturing and ecosystem construction [2]

①工信部：聚焦人工智能等关键行业领域，补齐一批中试平台；②首个全国产化"智算中枢"上海亮相；③上纬新材 将发布身高1.88米的全尺寸机器人。 全国首家人形机器人7S店在武汉开业 ①工信部：聚焦人工智能、人形机器人、量子科技等关键行业领域，补齐一批中试平台； ②首个全国产化"智算中枢"AI算力大小脑一体化控制器上海亮相； ③上纬新材将发布身高1.88米的全尺寸机器人，并非联合智元开展； ④全国首家人形机器人7S店在武汉开业； ⑤火山引擎正式发布豆包编程模型； ⑥傅利叶FDH-6灵巧手正式开售，售价4999元。 上市机内付及作身同 Loo不的主人习 川酷八 并非联合智元开展 火山引擎正式发布豆包编程模型 傅利叶FDH-6灵巧手正式开售,售价4999元 来源： 一 财 快 讯 ...

A股今日（11日）全线走低，沪指险守4000点，创业板指等跌超1%；港股尾盘止跌回升，两大股指双 双翻红。 具体来看，两市主要股指盘中窄幅震荡下探，深证成指、创业板指等跌超1%。截至收盘，沪指跌0.39% 报4002.76点，深证成指跌1.03%报13289.01点，创业板指跌1.4%报3134.32点，科创50指数跌1.42%，沪 深北三市合计成交20141亿元，较此前一日减少逾1800亿元。 场内近2800股飘红，保险、券商、半导体等板块下挫；食品饮料板块再度活跃，欢乐家、三元股份连续 两日涨停；超硬材料概念强势，四方达20%涨停，沃尔德涨约18%；钙钛矿等新型电池概念爆发，中来 股份、协鑫集成、金辰股份等涨停；智能电网概念活跃，炬华科技20%涨停，摩恩电气斩获6连板；锂 电概念亦走强，奥克股份20%涨停，芳源股份逼近涨停；英伟达概念下挫，天孚通信跌约8%，工业富 联、中际旭创等跌超4%。值得注意的是，上纬新材（688585）尾盘强势涨停。 港股方面，小鹏汽车大涨约18%，欢喜传媒涨近17%，星空华文涨约7%，猫眼娱乐、中视金桥等涨超 5%。 上纬新材尾盘涨停 上纬新材(688585)尾盘强势涨停，截至收 ...

Core Viewpoint - The market is reacting positively to rumors of a collaboration between Shangwei New Materials and Zhiyuan in the robotics sector, leading to a significant increase in Shangwei's stock price, which rose by 4.43% and later hit a 20% limit up [1]. Group 1: Company Developments - A new WeChat account named "Zhiyuan Shangwei" was registered, which is linked to Shangwei New Materials, and it released promotional materials related to robotics, sparking market speculation [1]. - Zhiyuan has clarified that Shangwei New Materials is independently pursuing embodied intelligence business rather than collaborating with Zhiyuan [1]. - Following the acquisition of controlling interest in Shangwei, Zhiyuan has initiated a share buyback, with Zhiyuan Hengyue holding 58.62% of Shangwei's total shares, and together with its concerted parties, they control 63.62% [2][3]. Group 2: Market Reactions - The stock price of Shangwei New Materials has significantly outperformed related indices since the acquisition announcement, prompting multiple risk warnings from the company due to unusual trading activity [3]. - Despite the clarifications from both companies, the market remains optimistic about potential business cooperation between Shangwei and Zhiyuan [4]. Group 3: Product Development - Shangwei New Materials has confirmed its entry into the embodied intelligence robotics market, with a new product that stands 1.88 meters tall and can switch between bipedal and quadrupedal forms, attracting considerable market interest [5].

具体来看，两市主要股指盘中窄幅震荡下探，深证成指、创业板指等跌超1%。截至收盘，沪指跌0.39% 报4002.76点，深证成指跌1.03%报13289.01点，创业板指跌1.4%报3134.32点，科创50指数跌1.42%，沪 深北三市合计成交20141亿元，较此前一日减少逾1800亿元。 场内近2800股飘红，保险、券商、半导体等板块下挫；食品饮料板块再度活跃，欢乐家、三元股份连续 两日涨停；超硬材料概念强势，四方达20%涨停，沃尔德涨约18%；钙钛矿等新型电池概念爆发，中来 股份、协鑫集成、金辰股份等涨停；智能电网概念活跃，炬华科技20%涨停，摩恩电气斩获6连板；锂 电概念亦走强，奥克股份20%涨停，芳源股份逼近涨停；英伟达概念下挫，天孚通信跌约8%，工业富 联、中际旭创等跌超4%。值得注意的是，上纬新材（688585）尾盘强势涨停。 A股今日（11日）全线走低，沪指险守4000点，创业板指等跌超1%；港股尾盘止跌回升，两大股指双 双翻红。 港股方面，小鹏汽车大涨约18%，欢喜传媒涨近17%，星空华文涨约7%，猫眼娱乐、中视金桥等涨超 5%。 上纬新材(688585)尾盘强势涨停，截至收盘，该股报130. ...

A股今日（11日）全线走低，沪指险守4000点，创业板指等跌超1%；港股尾盘止跌回升，两大股指双双翻 红。 具体来看，两市主要股指盘中窄幅震荡下探，深证成指、创业板指等跌超1%。截至收盘，沪指跌0.39%报 4002.76点，深证成指跌1.03%报13289.01点，创业板指跌1.4%报3134.32点，科创50指数跌1.42%，沪深北三市 合计成交20141亿元，较此前一日减少逾1800亿元。 场内近2800股飘红，保险、券商、半导体等板块下挫；食品饮料板块再度活跃，欢乐家、三元股份连续两日涨 停；超硬材料概念强势，四方达20%涨停，沃尔德涨约18%；钙钛矿等新型电池概念爆发，中来股份、协鑫集 成、金辰股份等涨停；智能电网概念活跃，炬华科技20%涨停，摩恩电气斩获6连板；锂电概念亦走强，奥克 股份20%涨停，芳源股份逼近涨停；英伟达概念下挫，天孚通信跌约8%，工业富联、中际旭创等跌超4%。值 得注意的是，上纬新材（688585）尾盘强势涨停。 港股方面，小鹏汽车大涨约18%，欢喜传媒涨近17%，星空华文涨约7%，猫眼娱乐、中视金桥等涨超5%。 上纬新材(688585)尾盘强势涨停，截至收盘，该股报130.2 ...

记者丨叶映橙 见习记者林健民 编辑丨曾静娇 见习编辑张嘉钰 11月11日，A股市场全天震荡调整，三大指数高开低走。截至收盘，沪指跌0.39%，深成指跌1.03%，创 业板指跌1.4%。沪深两市成交额2.01万亿，较上一个交易日缩量1805亿；全市场近2800只个股上涨。 | 行情 | 资金净流入 | 涨跌分布 | | --- | --- | --- | | 上证指数 | 深证成指 | 北证50 | | 4002.76 | 13289.01 | 1497.14 | | -15.84 -0.39% -138.61 -1.03% -15.38 -1.02% | | | | 科创50 | 创业板指 | 万得全A | | 1387.53 | 3134.32 | 6378.51 | | -20.02 -1.42% -44.51 -1.40% -32.49 -0.51% | | | | 沪深300 | 中证500 | 中证A500 | | 4652.17 | 7291.61 | 5588.23 | | -42.89 -0.91% -52.19 -0.71% -47.16 -0.84% | | | | 中证1000 | 深证 ...

Market Overview - The A-share market experienced fluctuations on November 11, with the Shanghai Composite Index closing down 0.39%, the Shenzhen Component Index down 1.03%, and the ChiNext Index down 1.4% [1][2] - The total trading volume in the Shanghai and Shenzhen markets was 2.01 trillion, a decrease of 180.5 billion from the previous trading day [1] Sector Performance - The cultivated diamond, dairy, and photovoltaic equipment sectors saw significant gains, while sectors such as Hainan, software development, and CPO faced declines [3] - The consumer sector was notably active, with food and beverage stocks leading the rise; for instance, Huanlejia surged to a 20% limit-up, marking its second consecutive limit-up [3] Key Stocks - Stocks in the cultivated diamond sector performed strongly, with Sifangda and Huanghe Xuanfeng both hitting the 20% limit-up, and other stocks like World and Liliang Diamond rising nearly 18% and over 10%, respectively [4][5] - In the photovoltaic sector, companies like GCL-Poly and Tuori New Energy also reached limit-up levels, while the lithium battery sector showed renewed strength with stocks like Yongtai Technology achieving significant gains [5] Company News - Upwind New Materials (688585.SH) saw its stock price surge to a limit-up after news of a new full-size robot launch, although the company clarified that it operates independently in the embodied intelligence sector [6] - Xpeng Motors (09868.HK) experienced a significant stock price increase of 16.85%, surpassing Geely's market capitalization, with a total market value of 205.3 billion HKD [8][9] Automotive Industry Insights - Xpeng Motors reported a record delivery of 42,000 smart electric vehicles in October, marking a 76% year-on-year increase, while Geely's total sales for the same month were 307,100 vehicles, approximately 7.3 times that of Xpeng [10] - The latest data from the China Association of Automobile Manufacturers indicated that new energy vehicle sales exceeded 50% of total new car sales for the first time in October [10]

消息面上，"智元上纬"公众号今日发布消息，上纬新材将发布一款身高1.88米的全尺寸机器人。 11月6日，智元恒岳向上纬新材股东发起的部分要约清算过户手续已经办理完毕。要约收购后，智元恒 岳及其一致行动人共计持有上纬新材2.57亿股股份，占公司总股本的63.62%。 对此，上纬新材证券部工作人员回应媒体称："目前公司业务都在正常开展，没有收到过剥离原有业务 的信息，并未掌握负责开展机器人业务部门的信息。"对于今日公众号消息的发布，前述工作人员回 应，"应该是营运方向的部门在做，证券部门目前还没有收到这块内部协作的信息。" 上纬新材(688585)11日尾盘强势涨停，截至发稿，该股报130.2元/股，成交超20亿元。 9月下旬，上纬新材宣布股份转让完成过户登记。此次股份转让涉及1.21亿股，占公司股份总数的 29.99%。转让完成后，智元恒岳和致远新创合伙合计拥有上市公司29.99%的股份及该等股份对应的表 决权，上市公司控股股东变更为智元恒岳，邓泰华成为实际控制人。 同时，智元机器人回应称，上纬新材是独立开展具身智能业务，并非联合智元开展。 7月初，上纬新材公告称，上海智元新创技术有限公司（智元机器人运营主体） ...