1月9日，中邮科技盘中下跌2.01%，截至11:29，报66.75元/股，成交1.54亿元，换手率3.28%，总市值 90.78亿元。 资金流向方面，主力资金净流出1792.12万元，特大单买入648.19万元，占比4.21%，卖出1424.30万元， 占比9.25%；大单买入5551.34万元，占比36.07%，卖出6567.34万元，占比42.67%。 中邮科技今年以来股价涨8.61%，近5个交易日涨8.61%，近20日涨25.87%，近60日涨5.52%。 分红方面，中邮科技A股上市后累计派现2176.00万元。 责任编辑：小浪快报 资料显示，中邮科技股份有限公司位于上海市普陀区中山北路3185号，成立日期2002年7月5日，上市日 期2023年11月13日，公司主营业务涉及智能物流系统的研发、设计、生产、销售以及智能专用车的改造 设计及销售。主营业务收入构成为：智能物流系统81.63%，智能专用汽车8.65%，备品备件及技术服务 等8.57%，其他1.15%。 中邮科技所属申万行业为：机械设备-专用设备-其他专用设备。所属概念板块包括：中字头、央企改 革、低空经济、无人机、融资融券等。 截至9月30日 ...

安徽合力在商业航天领域的业务现状及未来展望如何？ 安徽合力 20260107 摘要 安徽合力重载火箭发射地面设备铸造件订单增加，主要用于地面发射台 和发射装置，而非火箭本身，受益于可回收火箭频繁使用带来的耗材需 求，一次性批量订单达百万量级。 安徽合力 2026 年工业车辆及智能物流产业发展迅速，同比增速超 50%，国际化业务表现出色，尤其在南美和欧洲市场，预计 2026 年海 外业务增长 15%-20%。 国内市场电动车和智能车发展带来结构性变化，为安徽合力稳中有进提 供亮点，但需关注汇兑损失和人民币升值等风险，公司已提升套期保值 额度至 4 亿美元应对。 为应对人民币升值对出口业务的影响，安徽合力采取加快结汇和锁汇等 措施，并进行远期结售汇和套期保值操作，套保操作金额约 4 亿美元， 占总出口额的 40%左右。 原材料方面，铜和铝用量较少，铜价上涨影响有限，六氟磷酸锂价格上 涨对电池端成本压力约为 1%，公司通过与上游供应商议价控制成本。 安徽合力将按部就班推进子公司整合工作，逐步纳入上市公司体系内， 目前没有特别多的新预期。 安徽合力智能化业务增长强劲，预计 2025 年营收达 10 亿元左右，已 签订 ...

数据显示，东财基金旗下1只基金重仓中邮科技。东财价值启航混合发起式A（018096）三季度持有股 数1万股，占基金净值比例为4.94%，位居第三大重仓股。根据测算，今日浮盈赚取约3.35万元。 东财价值启航混合发起式A（018096）成立日期2023年3月30日，最新规模903.99万。今年以来收益 3.89%，同类排名626/8816；近一年收益2.57%，同类排名7538/8081；成立以来亏损9.55%。 1月6日，中邮科技涨5.36%，截至发稿，报65.80元/股，成交2.17亿元，换手率4.87%，总市值89.49亿 元。 资料显示，中邮科技股份有限公司位于上海市普陀区中山北路3185号，成立日期2002年7月5日，上市日 期2023年11月13日，公司主营业务涉及智能物流系统的研发、设计、生产、销售以及智能专用车的改造 设计及销售。主营业务收入构成为：智能物流系统81.63%，智能专用汽车8.65%，备品备件及技术服务 等8.57%，其他1.15%。 责任编辑：小浪快报 从基金十大重仓股角度 东财价值启航混合发起式A（018096）基金经理为罗申。 截至发稿，罗申累计任职时间329天，现任基金资产 ...

Group 1 - Zhongyou Technology's stock increased by 1.44%, reaching 59.83 yuan per share, with a total market capitalization of 8.137 billion yuan [1] - The company, established on July 5, 2002, specializes in the research, design, production, and sales of intelligent logistics systems and modified special vehicles [1] - The revenue composition of Zhongyou Technology includes 81.63% from intelligent logistics systems, 8.65% from special vehicles, 8.57% from spare parts and technical services, and 1.15% from other sources [1] Group 2 - Huitianfu Fund holds a significant position in Zhongyou Technology through its Huitianfu CSI 2000 ETF, which owns 2,644 shares, accounting for 0.35% of the fund's net value [2] - The Huitianfu CSI 2000 ETF has a total scale of 53.8093 million yuan and has achieved a year-to-date return of 37.52% [2] - The fund's performance ranks 1218 out of 4195 in its category for the year, with a one-year return of 32.22% and a cumulative return since inception of 41.96% [2]

12月19日，中邮科技涨5.42%，截至发稿，报55.58元/股，成交7495.27万元，换手率1.99%，总市值 75.59亿元。 截至发稿，王羿伟累计任职时间4年53天，现任基金资产总规模4.96亿元，任职期间最佳基金回报 91.1%， 任职期间最差基金回报-32.32%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，华富基金旗下1只基金重仓中邮科技。华富时代锐选混合A（016119）三季度减持3.11万股， 持有股数3.05万股，占基金净值比例为4.16%，位居第五大重仓股。根据测算，今日浮盈赚取约8.72万 元。 华富时代锐选混合A（016119）成立日期2022年12月1日，最新规模4464.66万。今年以来收益14.92%， 同类排名4825/8098；近一年收益13.75%，同类排名4864/8067；成立以来亏损7.16%。 华富时代锐选混合A（016119）基金经理为王羿伟。 资料显示，中邮科技股份有限公司位于上海市普陀 ...

12月18日，中邮科技跌3.76%，成交额1.38亿元。两融数据显示，当日中邮科技获融资买入额2084.46万 元，融资偿还1375.98万元，融资净买入708.48万元。截至12月18日，中邮科技融资融券余额合计3.13亿 元。 融券方面，中邮科技12月18日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量5800.00股，融券余额30.58万元，超过近一年90%分位水平，处于高位。 资料显示，中邮科技股份有限公司位于上海市普陀区中山北路3185号，成立日期2002年7月5日，上市日 期2023年11月13日，公司主营业务涉及智能物流系统的研发、设计、生产、销售以及智能专用车的改造 设计及销售。主营业务收入构成为：智能物流系统81.63%，智能专用汽车8.65%，备品备件及技术服务 等8.57%，其他1.15%。 截至9月30日，中邮科技股东户数7973.00，较上期增加35.14%；人均流通股8294股，较上期减少 26.00%。2025年1月-9月，中邮科技实现营业收入8.12亿元，同比增长36.69%；归母净利润6.72亿元，同 比增长1074.35%。 分红方 ...

Core Insights - The report highlights a steady recovery in AIDC demand in China, driven by significant capital expenditures from major companies like Alibaba, which reported a 34% year-on-year revenue growth in its cloud segment and an 80.1% increase in capital expenditures [35][38]. - The potential approval of the H200 chip for export to China is expected to further stimulate domestic AI model development and increase demand for domestic AIDC solutions [42][43]. Macroeconomic Overview - The macroeconomic analysis indicates a continued trend of moderate export recovery, with November exports increasing by 5.9% year-on-year, a significant rebound from the previous decline of 1.1% [6][7]. - The report notes that while there is a recovery in export figures, the overall trend remains cautious due to high base effects and potential global trade slowdowns [9][10]. Industry Analysis - The telecommunications sector is experiencing a positive shift, with AIDC demand expected to accelerate as companies ramp up investments in AI and cloud infrastructure [35][39]. - The report suggests that the approval of the H200 chip could lead to a resurgence in demand for AI servers and related infrastructure, benefiting various segments within the AIDC ecosystem [42][43]. Investment Recommendations - Recommended stocks in the AIDC space include companies like Huazhong Technology, Aofei Data, and Guanghuan New Network, which are positioned to benefit from the anticipated growth in AIDC demand [40][44]. - The report also identifies potential beneficiaries in the cooling and power supply sectors related to AIDC, suggesting a broad investment opportunity across the supply chain [40][44]. Institutional Research Trends - Recent institutional research has shown increased interest in sectors such as home appliances, building materials, and computing, indicating a shift in market focus [24][25]. - The report emphasizes the importance of institutional research as a critical component of investment decision-making, providing timely and multidimensional insights into industry dynamics [24].

Group 1 - The report indicates a rebound in institutional research focus on home appliances, building materials, and computers, with an increase in the number of research sessions compared to the previous week [2][12][19] - In the weekly perspective, the total number of research sessions for the entire A-share market decreased to 482, lower than 542 in the same period of 2024, indicating a continued decline in research heat [12][20] - Monthly data shows that in November, the total number of research sessions for the entire A-share market reached 2969, which is lower than 3286 in the same period of 2024, but reflects a rebound compared to previous months [20][21] Group 2 - From an individual stock perspective, companies such as Dazhu Laser, Jereh, and Fule New Materials received significant market attention, with Dazhu Laser being researched 4 times in the last week [25][28] - Over the past month, companies like Oke Yi, Huichuan Technology, and Ice Wheel Environment have also garnered considerable attention, with Oke Yi being researched 28 times [29][30] - Zhongyou Technology, focusing on intelligent logistics systems, has seen a remarkable performance with a revenue growth of 36.69% and a net profit growth of 1074.35% in the first three quarters of 2025, leading to increased institutional interest [27]

截至发稿，诺力股份市值为61亿元。 每经头条（nbdtoutiao）——秒光、售罄！银行大额存单成稀缺资源，2%以上产品很难抢，有的门槛高 达1000万元！专家：存款利率或长期下行 （记者 曾健辉） 每经AI快讯，诺力股份（SH 603611，收盘价：23.51元）12月5日晚间发布公告称，公司第八届第二十 五次董事会会议于2025年12月5日在公司二楼201会议室以现场及通讯方式召开。会议审议了《关于新增 为旗下控股公司提供担保额度的议案》等文件。 2024年1至12月份，诺力股份的营业收入构成为：通用设备制造业占比53.24%，智能物流系统业务占比 46.21%，其他业务占比0.55%。 ...

Core Viewpoint - The company LanJian Intelligent has successfully implemented its intelligent logistics systems, including various types of robots, in major projects for well-known clients such as Lenovo, CATL, and BYD [1] Group 1: Company Overview - LanJian Intelligent specializes in intelligent logistics systems, offering products such as Automated Guided Vehicles (AGV), shuttle robots, stacker robots, and Autonomous Mobile Robots (AMR) [1] Group 2: Client Engagement - The company's robotic logistics systems have been widely adopted in projects for prominent companies, including Lenovo, CATL (300750), and BYD (002594) [1]