要说今年国内新材料领域最最最热门的企业，那必须是 上纬新材 ！ 还在2025年上半年结尾的的时候，公司还只是市值30+亿的"小公司"，随后在7月，公司股价一个月增长10倍，截止到2025年11月25日， 公司市值477 亿，不到半年增长15倍！ 这疯狂的背后，主要是超级热门赛道"机器人"的超级热门选手" 智元机器人 "的高调 收购了上纬新材超过63%的股权，成为控股股东，智元机器人的董事 长邓泰华也成为上纬新材的实际控制人。 随后， 上纬新材 宣布独立发展具身智能机器人业务。 现在又来大消息， 【DT新材料】 获 悉，11月25日晚， 上纬新材 公告称，公司第四届董事 选举 彭志辉 （即"稚晖君"）为董事长 ，任期至第四届董 事会任期届满之日止 。 彭志辉 ，1993年出生于江西吉安，人称"稚晖君""野生钢铁侠"，原华为天才少年。 历任OPPO上海研究院算法工程师，华为技术有限公司主任工程 管理层"大换血"，豪华天团！ 管不得上纬新材最近被质疑"要 剥离原有业务 "，不过跨界机器人的行动也已经开始，虽然公司表示： 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。 资料显示， 上纬新材 ...

Core Viewpoint - The stock price of the company has surged by 1573.52% from July 9 to November 11, significantly outpacing related indices, indicating a risk of a rapid decline in the short term [1]. Group 1: Stock Performance - As of November 11, the company's stock closed at 130.20 yuan per share, with a market capitalization of 52.52 billion yuan [5]. - The company issued a risk warning regarding its stock price increase, highlighting the potential for a swift downturn [1]. Group 2: Business Development - The company is currently in the product development stage for its embodied intelligent robot business, which has not yet achieved mass production or significant sales, and is not expected to positively impact the 2025 financial performance [7]. - The main business remains focused on the research, production, and sales of high-performance corrosion-resistant materials, wind turbine blade materials, new composite materials, and circular economy materials, with no significant changes reported [8]. Group 3: Shareholding and Governance - The company announced that the share acquisition by Shanghai Zhiyuan Hengyue Technology Partnership has been completed, resulting in Zhiyuan Hengyue and its concerted parties holding 63.62% of the company's shares [7]. - Following the board election, the company will operate independently from related parties in the development of the intelligent robot business, ensuring no significant adverse impact from substantial competition with related parties [7].

Core Viewpoint - The stock price of the company has surged by 1573.52% from July 9 to November 11, significantly outpacing related indices, leading to a warning about the risk of a rapid decline in stock price [1]. Group 1: Stock Performance and Market Reaction - On November 11, the company's stock price reached 130.20 CNY per share, with a market capitalization of 52.52 billion CNY [5]. - The company issued a risk warning regarding its stock price increase, indicating that the short-term gains are unsustainable [1][5]. Group 2: Business Operations and Developments - The company is currently in the product development phase for its embodied intelligent robot business, which has not yet achieved mass production or revenue generation, and is not expected to positively impact the 2025 financial performance [5]. - The main business remains focused on the research, production, and sales of environmentally friendly high-performance corrosion-resistant materials, materials for wind turbine blades, new composite materials, and circular economy materials, with no significant changes reported [5][6]. Group 3: Shareholding and Governance Changes - The company announced that the share acquisition by Shanghai Zhiyuan Hengyue Technology Partnership has been completed, resulting in Zhiyuan Hengyue and its concerted parties holding 63.62% of the company's shares [5]. - Following the board election, the company will operate independently from related parties in the intelligent robot business, ensuring no substantial adverse impact from competition [6].

11月11日晚，上纬新材发布股票交易风险提示公告称，公司股价自7月9日至11月11日累计上涨1573.52%，短期涨幅显著高于相关指数涨幅，存在随时快速 下跌的风险。 11日上午11点，"智元上纬"微信公众号发布文章《上纬新材来了！》，内容为展示机器人、机器狗的海报，海报上分别印有："大"有可为、敬观其"变"。 海报信息显示，所展示的人形机器人身高达1.88米。 图片来源："智元上纬"微信公众号 临近上午收盘，上纬新材股价开始拉升，午后涨停，截至收盘报130.20元/股，市值达到525.2亿元。 上纬新材在上述公告中表示，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。 公告显示，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。 11月6日晚，上纬新材公告称，上海智元恒岳科技合伙企业（有限合伙）对上纬新材发起的要约收购已完成股份交割。智元 ...

Core Viewpoint - The stock price of the company has surged by 1573.52% from July 9, 2025, to November 11, 2025, significantly outperforming related indices and peers, indicating a potential disconnect from the company's fundamentals [2]. Group 1: Stock Performance - The company's stock price hit a limit-up on November 11, 2025, closing at 130.20 yuan per share, with a total market capitalization exceeding 52.5 billion yuan [4]. - The stock has experienced multiple instances of abnormal trading fluctuations during the period of significant price increase [2]. Group 2: Business Development - The company is currently in the product development stage for its embodied intelligent robot business, which has not yet achieved mass production or significant sales, and is not expected to positively impact the 2025 financial performance [2]. - The company continues to focus on its main business areas, including the research, production, and sales of environmentally friendly high-performance corrosion-resistant materials, materials for wind turbine blades, new composite materials, and circular economy materials, with no significant changes reported [4]. Group 3: Market Activity - Following the announcement of a new product preview related to a humanoid robot, the company's stock price continued to rise, indicating positive market sentiment [4].

目前，公司基本面未发生重大变化，但近期公司股票交易价格已严重脱离公司目前的基本面情况，公司 股价存在随时快速下跌的风险，投资者参与交易可能面临较大的市场风险。如未来公司股票交易价格进 一步脱离公司目前的基本面情况，公司可能按照相关规则再次向上海证券交易所申请停牌核查。 上纬新材11月11日公告，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。 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。 ...

每经AI快讯，11月11日，上纬新材(688585.SH)公告称，公司股票自2025年7月9日至11月11日累计上涨 1573.52%，短期涨幅显著高于相关指数涨幅，存在随时快速下跌的风险。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。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。 ...

Group 1 - The stock price of Upwind New Materials (688585.SH) surged, reaching a 20% limit up after the announcement of a new full-size robot [1] - The company is reportedly developing its own embodied intelligence business independently, contrary to initial reports suggesting a partnership with Zhiyuan Robotics [1] - Upwind New Materials specializes in the research, production, and sales of new materials, including environmentally friendly corrosion-resistant materials and composite materials [1] Group 2 - The third quarter financial report shows an improvement in Upwind New Materials' performance, with revenue of 496 million yuan, a year-on-year increase of 23.73%, and a net profit attributable to shareholders of 31 million yuan, up 49.66% year-on-year [2]

11月6日晚，上纬新材公告称，上海智元恒岳科技合伙企业（有限合伙）对上纬新材发起的要约收购已 完成股份交割。智元恒岳及其一致行动人共计持有上纬新材63.62%的股份。 11月6日晚，上纬新材还发布股票交易风险提示公告称，董事会换届选举后，公司将在不存在与关联方 构成重大不利影响的实质同业竞争的前提下，在不存在严重影响独立性或者显失公平的关联交易的前提 下，与关联方各自独立开展业务，发展具身智能机器人业务，公司在人员、资产、业务、机构、财务等 方面均保持独立。 姜青松，1979年出生，中国国籍，武汉大学电子信息工程专业，曾任华为技术有限公司全球企业无线销 售部总裁；阿里云计算有限公司国际混合云总经理，中东北非总经理；智元创新（上海）科技有限公司 合伙人、高级副总裁、营销服总裁。 截至11月6日收盘，上纬新材股价报103.47元/股，今年以来股价涨幅已超过14倍，总市值超过400亿元。 上纬新材在公告中表示，公司仍将保持独立性，收购方智元恒岳及其一致行动人上海致远新创科技设备 合伙企业（有限合伙）未来十二个月内不存在资产重组计划、未来36个月内不存在通过上市公司借壳上 市的计划或安排。 当晚，上纬新材还公告称，鉴 ...

Core Viewpoint - The acquisition of a controlling stake in Shangwei New Materials by Zhiyuan Hengyue Technology has been completed, with Zhiyuan Hengyue and its concerted parties holding 63.62% of the shares, indicating a significant shift in ownership and potential strategic direction for the company [1][2]. Group 1: Acquisition Details - On November 6, Shangwei New Materials announced the completion of the share transfer initiated by Zhiyuan Hengyue, with a total transaction value of approximately 2.1 billion yuan at a price of 7.78 yuan per share [1]. - The company confirmed that it will maintain its independence and that there are no plans for asset restructuring or reverse mergers in the next 12 to 36 months [2]. Group 2: Board Restructuring - Following the change in controlling shareholder, Shangwei New Materials plans to conduct an early board election, nominating executives from Zhiyuan Robotics for non-independent director positions [2]. - The nominated candidates include individuals with extensive experience in technology and management, such as Peng Zhihui and Tian Hua, who have held significant roles in major tech companies [3][4]. Group 3: Financial Performance - For the first three quarters of the year, Shangwei New Materials reported a revenue of 1.279 billion yuan, reflecting a year-on-year increase of 16.6%, while the net profit attributable to shareholders decreased by 6.92% to approximately 60.55 million yuan [5].