我们不是资讯的搬运工 而是有态度的发现者 万和财富早班车 2026年1月6日 ● 国内金融市场 · | | | | 品种 | 收盘 | 涨跌幅 | 品种 | 收盘 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 上证指数 | 4023. 42 | 1.38% | 上证当月连续 | 3097. 4 | 2. 42% | | 深证成指 | 13828.63 | 2.24% | 沪深当月连续 | 4714 | 2.07% | | 创业板指 | 3294. 55 | 2.85% | 恒生期货指数 | 34022. 63 | -0. 21% | 宏观消息汇总 1国家标准计划《电动汽车用固态电池 第1部分：术语和分类》 已经从起草进入到了征求意见阶段。 2.国家发改委等多部门近日印发《再生材料应用推广行动方 案》。 3.财政部、商务部、税务总局近日发布关于开展有奖发票试点 工作的通知。 二、行业最新动态 1↓北龙互连(300913)：在互动平台表示，公司已研发多款适用于 机器人领域的产品，包括机器人线缆、同轴线缆、以太网线缆 及机器视觉组件等。 2。中微公司(688012) ...

兆龙互连（300913.SZ）1月4日在投资者互动平台表示，公司已研发多款适用于机器人领域的产品，包 括机器人线缆、同轴线缆、以太网线缆及机器视觉组件等。公司高度关注国内外机器人领域的市场动态 与技术发展，并储备产品、技术方案，积极寻找业务拓展机会。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：董秘你好，请问兆龙和特斯拉机器人有业务往来吗？ ...

Core Insights - Shanghai Matrix Superintelligence System Integration Co., Ltd. has undergone a business change, with new shareholders including Kabeiyi (300863) holding 5% and Hongrun Construction (002062) holding 3.33% [2] - The registered capital of Matrix Superintelligence has increased from approximately 23.5 million to about 24.3 million [2] - Zhang Haixing, former head of Tesla's China Design Center, has become the legal representative of Matrix Superintelligence [2] - The company focuses on humanoid robot development and was founded in April 2024, with a range of operations including AI application software development [2] - The founding team comprises members from Tesla, NVIDIA, and OpenAI, who have previously worked on notable projects in humanoid robotics and AI [2] - The first humanoid robot, MATRIX-1, was developed in 132 days and is positioned against Figure AI's humanoid robot Figure 02 [2] Strategic Partnerships - Kabeiyi is a leading domestic automotive cable supplier with expertise in cables for new energy vehicles, data cables, and robot cables [3] - A strategic cooperation agreement has been signed between Kabeiyi and Matrix Superintelligence to enhance technology innovation, supply chain collaboration, and industry development [3] - The partnership aims to establish a long-term, stable relationship, with Kabeiyi targeting to become a key supplier in areas such as robot cables, battery packs, and assembly [3] - Both companies will work together on technology collaboration, joint development, and supply chain optimization to enhance product competitiveness [3]

Group 1 - The core viewpoint of the news is the strategic partnership between Kabeiyi and Matrix Intelligent, focusing on the rapid development of humanoid robotics through technology innovation, supply chain collaboration, and industry co-construction [1][2] - Kabeiyi aims to become a key supplier for Matrix Intelligent in areas such as robot cables, harnesses, battery packs, joint modules, and complete machine assembly [2] - The collaboration emphasizes the alignment of technological routes and industrial visions between the two companies, highlighting the importance of upstream and downstream collaboration in the innovation of the industry chain [2] Group 2 - Matrix Intelligent has a strong technical foundation and self-research capabilities, with a core team comprising experts from leading tech companies like Tesla, NVIDIA, and OpenAI [1] - The Matrix-1 humanoid robot, launched at the 2025 World Artificial Intelligence Conference, showcases the company's advanced capabilities in motion control and intelligent interaction [1] - Kabeiyi has a solid technical background and mature manufacturing systems in the fields of new energy vehicle cables, data cables, and robot cables, serving high-end manufacturing and technology industries [1]

Core Insights - The collaboration between Kabeiyi and Matrix Intelligent aims to accelerate the development of humanoid robots through technology innovation and supply chain synergy [1][2] - Matrix Intelligent is recognized for its strong technical foundation and self-research capabilities, with a core team from top tech companies like Tesla and OpenAI [1] - Kabeiyi, a leading supplier in the automotive cable sector, aims to become a key supplier for Matrix Intelligent in various components related to humanoid robots [2] Group 1 - The strategic partnership will focus on long-term collaboration in areas such as robot cables, battery packs, and joint assembly [2] - The partnership emphasizes the importance of industry chain collaboration and system innovation for the development of humanoid robots [2] - Both companies will leverage their respective technical strengths and resources to enhance product competitiveness and create a reliable industrial ecosystem [2] Group 2 - The Matrix-1 humanoid robot, showcased at the 2025 World Artificial Intelligence Conference, highlights Matrix Intelligent's advancements in motion control and intelligent interaction [1] - The collaboration is seen as a significant step towards building a self-controlled industrial system through upstream and downstream innovation [2] - Future cooperation will involve multi-level collaboration focused on product development and practical applications in various scenarios [2]

Core Viewpoint - Kabeiyi (300863) has signed a strategic cooperation agreement with Shanghai Matrix Superintelligent System Integration Co., Ltd, aiming to establish a long-term and stable partnership [1] Group 1: Strategic Partnership - The agreement focuses on Kabeiyi becoming a key supplier for Matrix Superintelligent in areas such as robot cables, harnesses, battery packs, joint modules, and complete machine assembly [1] - Both companies will enhance product competitiveness through technological collaboration, joint development, and supply chain optimization [1] Group 2: Industry Ecosystem - The partnership aims to build a safe, efficient, and reliable industrial ecosystem [1]

Group 1 - The company is actively involved in the development of high-speed copper cable business, which is essential for emerging industries such as AI servers, intelligent driving, and robotics [2] - The rapid growth of these industries is expected to significantly increase the demand for high-speed communication transmission [2] - The company's robotic cables are applicable in various fields, including joint robots, collaborative robots, and Cartesian coordinate robots, as well as in powering, communicating, and transmitting visual signals for embodied intelligent robots [2] Group 2 - The company's direct customers are primarily harness manufacturers, who then supply to robot manufacturers for end-use [2]

Core Viewpoint - The company is pursuing an investment acquisition of 51% equity and substantial assets of Zhejiang Yuehua Telecommunications Co., Ltd. through its wholly-owned subsidiary, Guangdong Qingtian Intelligent Technology Co., Ltd. [1] Group 1: Investment Details - The target company specializes in the production of power plugs, appliance wiring harnesses, automotive and robotics cables, new energy and storage harnesses, high-speed 5G connectors, consumer electronics cables, and security intelligent connection lines [1] - The target company is recognized as a national high-tech enterprise, a specialized and innovative enterprise in Zhejiang Province, a hidden champion enterprise in Zhejiang, and has obtained safety certifications from over 30 countries [1] Group 2: Strategic Implications - The potential acquisition is expected to enrich the company's existing business and enable entry into other high-tech industries in China, creating synergies with current operations [1] - The company anticipates that the acquisition will provide immediate new revenue sources and strengthen its earnings and customer base, aligning with the overall interests of the company and its shareholders [1]

Core Viewpoint - The company, Interstellar Aerospace Technology (01725), has signed a memorandum of understanding for the acquisition of 51% equity and substantial assets of Zhejiang Yuehua Telecommunications Co., Ltd. through its wholly-owned subsidiary, Guangdong Qingyu Intelligent Technology Co., Ltd. [1] Group 1: Investment Details - The target company specializes in the production of power plugs, appliance wiring harnesses, automotive and robotics cables, new energy and storage harnesses, high-speed 5G connectors, consumer electronics cables, and security intelligent connection lines [1] - The target company is recognized as a national high-tech enterprise, a specialized and innovative enterprise in Zhejiang Province, a hidden champion (cultivated) enterprise in Zhejiang, and holds a well-known trademark in China, having obtained safety certifications from over 30 countries [1] Group 2: Strategic Implications - The potential acquisition is expected to enrich the company's existing business and enable entry into other high-tech industries in China, creating synergies with current operations [1] - The company anticipates that the acquisition will provide immediate new revenue sources and strengthen its earnings and customer base, aligning with the overall interests of the company and its shareholders [1]

Core Insights - Traditional manufacturing leaders are leveraging technology and strategic transformation to navigate intense market competition [1] Financial Performance - In the first three quarters of 2025, the company achieved operating revenue of 20.209 billion yuan, a year-on-year increase of 10.91%, and a net profit attributable to shareholders of 168 million yuan, up 268.86% [1] - The operating cash flow net amount reached 4.92 billion yuan, reflecting a year-on-year growth of 330.80%, with an expense ratio of 8.66%, down 1.48 percentage points [1] - Revenue per capita increased by 17.72% to 2.5797 million yuan [1] Main Business Segments - The three main business segments—intelligent cable networks, intelligent batteries, and smart airports—showed steady growth, forming the company's performance foundation [2] - Intelligent cable network revenue was 17.826 billion yuan, up 9.59%, with a net profit of 315 million yuan, a growth of 8.69% [2] - Intelligent battery revenue reached 1.039 billion yuan, a year-on-year increase of 30.92%, while net losses narrowed to 256 million yuan [2] - Smart airport revenue was 1.267 billion yuan, growing 15.75%, with a net profit of 111 million yuan, up 47.88% [3] Emerging Business Growth - The company made significant progress in emerging business areas, achieving revenue of 713 million yuan in AI, computing power, and robotics, a year-on-year increase of 139.52% [4] - The company has participated in over 40 computing center projects, collaborating with leading firms in AI chip technology [4] - In the robotics sector, partnerships with companies like UBTECH and Zhiyuan are advancing the industrialization of humanoid robots [5] Strategic Initiatives - The company is actively involved in projects related to controlled nuclear fusion and has collaborated with top research institutions to advance superconducting materials and cables [5] - The demand for high-performance cables in AI data centers and robotics is expected to drive market growth, with a focus on specialized cables that meet specific technical requirements [6]