据交易所数据显示， 哈森股份晋级4天3板。该股今日于9：48封涨停，成交额2.37亿元，换手率 6.38%。金融界App AI线索挖掘：公司参股公司从事 机器人零部件采购销售及相关技术服务，合资公司 开展3D打印设备研发生产销售；拟收购的苏州郎克斯产品从果链相关产品逐步扩展至其他手机相关产 品，同时公司拟通过发行股份及支付现金方式购买多家企业股权，资产重组预期引发市场关注。 风险 提示：连板股波动剧烈，注意追高风险，理性投资！（注：以上由AI基于交易所等公开数据生成，内 容不构成投资建议。） ...

证券日报网讯1月23日，晋拓股份（603211）在互动平台回答投资者提问时表示，公司深耕机器人零部 件领域多年，该业务是公司重要业务板块，2025年以来，公司抓住机器人市场发展机遇，充分发挥机器 人零部件的产业优势，不断开发新客户，与多家国内外头部机器人企业加强合作、业务不断扩展。商业 航天领域，卫星通信零部件是公司业务板块之一，公司高度关注商业航天的发展，有关公司的业务情况 请参阅公司披露的定期报告。 ...

格隆汇1月23日｜东吴证券研报指出，捷昌驱动25年业绩预告超市场预期，机器人零部件深化布局。公 司作为线性驱动行业龙头，在全球多地设有子公司并设立了宁波、新昌、马来西亚、美国、欧洲5大生 产基地，25年欧洲物流及生产基地一期基本建设完毕，将与德国子公司及奥地利LOGICDATA形成深度 协同，进一步提升公司在欧洲地区技术研发、生产交付及供应链管理能力。此外，通过构建高效的客户 需求快速响应机制，公司有效提升客户满意度和粘性，进而提升市占率，实现线性驱控业务稳健增长。 展望26年，预计公司线性驱动业务收入有望保持同比20-30%的稳健增长。公司深度自研构建机器人零 部件产品线，打造第二增长曲线。考虑到公司海外布局持续深化，业绩稳健增长，上修公司25-27年预 测归母净利润分别为4.16/5.45/7.12亿元（此前预测3.92/4.97/6.40亿元），同比+47%/31%/31%，现价对 应PE分别为36x、27x、21x，维持"买入"评级。 ...

专题：新浪财经2025年会暨第18届金麒麟论坛 新浪科技讯 1月15日下午消息，"2025科技风云榜"年度盛典在北京举办。银河通用联合创始人张直政、 众擎机器人CEO赵同阳、钛虎机器人CEO易港和商汤国香资本合伙人余俊共同参加主题为"具身智能跃 迁时刻"的特别对话。 钛虎机器人CEO易港表示，过往五年很多机器人领域上游的零部件，很大一部分是钛虎参与设计或者是 定制做的。 他表示，人形机器人类比于人，也有很多种。钛虎在实际业务过程当中发现，同样做机器人餐厅，中餐 厅和西餐厅的机器人胳膊粗细都不一样，形态一定比较多样。抽象下来是零部件一定相对比较标准化， 无非肩膀是用大一号还是小一号，客户也考虑功耗以及外观。成本的降低是一个结果，本末倒置非常危 险。之前有客户说要便宜，太贵了，毕竟是大客户，换成便宜一些的，但是遇到了很严重的交付问题。 易港指出，现在通过整个自研自产，除了原料和芯片自产，其实很多零部件的降本达到70%。但是有个 前提，得是量产的。"自己生产，如果不是量产的话，相当于你的设备大量闲置，其实成本远远高于外 面采购的。" 新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多 ...

证券日报网讯 1月5日，兆丰股份在互动平台回答投资者提问时表示，目前公司已有机器人零部件产品 小批量订单，但整体收入占比较小，不会对公司经营业绩产生重大影响，敬请注意投资风险。 （文章来源：证券日报） ...

Investment Agreements - Longpan Technology plans to invest 2 billion yuan to establish a high-performance lithium battery cathode material project [2] - Yanjing Co. intends to acquire control of high-frequency carrier board manufacturer Yongqiang Technology, with stock suspension [2] - Zhongjian Technology has approved a project for the collaborative development of intelligent robots [2] - Mengwang Technology signed a cooperation agreement worth 60 million yuan with Shenzhou Liuhe for the R&D and production of heavy-lift drones [3] - Jiu Ding New Materials plans to invest 246 million yuan to build a large-scale wind turbine blade production line [4] - Jincai Hulin intends to acquire 51% of Wuxi Sanli for 63.43 million yuan [5] - Changyuan Power plans to invest in a 100MW wind farm project in Hubei Province with a total investment of 562 million yuan [7] - Shengyang Co. plans to acquire 51% of Shenzhen Daren High-Tech for 74.47 million yuan [8] Shareholding Changes - *ST Zhongzhuang announced a change in actual control to Long Jisheng due to the execution of a restructuring plan [9] - Hunan Baiyin's major shareholder reduced its stake to below 5% [10] Stock Buybacks - Century Huatong plans to repurchase shares worth between 300 million and 600 million yuan [11] - Dongcheng Pharmaceutical intends to repurchase shares for 100 million to 200 million yuan [12] - Ningde Times has repurchased a total of 15.99 million A-shares for 4.386 billion yuan [13] Business Operations and Performance - Bailong Oriental expects a net profit increase of 46.34% to 70.73% in 2025 [13] - Longjian Co. anticipates a net profit of 405 million yuan in 2025, a decrease of 2.05% [13] - BYD reported cumulative sales of 4.602 million new energy vehicles in 2025, a 7.73% increase year-on-year [14] Financing and Capital Increases - Zhenhua Co. plans to issue convertible bonds to raise no more than 878 million yuan for projects [15] - Huashu Holdings intends to raise up to 600 million yuan through a private placement to Hongtai Group [15] Other Developments - Xinxing Chemical has resumed production of biomass cellulose filament products after equipment upgrades [24] - Guoguang Electric announced the resumption of the general manager's duties after the lifting of restrictions [25]

Major Announcements - BYD's cumulative sales of new energy vehicles reached 4.6 million units in 2025, representing a year-on-year growth of 7.73% [15][16] - Longpan Technology plans to invest no more than 2 billion yuan to construct a high-performance lithium battery cathode material project [4] - Ningde Times has repurchased 15.99 million shares, with a total transaction amount of 4.386 billion yuan [10] Company Collaborations - Dream Network Technology signed a cooperation agreement worth 60 million yuan with Shenzhou Liuhe to jointly develop and produce heavy-lift drone products [1] - Jincai Huilian intends to acquire 51% of Wuxi Sanli Robot Technology Co., Ltd. for 63.43 million yuan, making it a subsidiary [2] Project Developments - Longpan Technology's project for high-performance lithium battery cathode materials will have a total investment of no more than 2 billion yuan, with a planned capacity of 120,000 tons per year [4] - Shengyi Technology signed an investment intention agreement for a 4.5 billion yuan high-performance copper-clad laminate project [6] - Zhongmin Resources' annual production of 30,000 tons of high-purity lithium salt project has commenced trial production [8] Financial Performance - BYD's total sales of new energy vehicles in 2025 were 4.602 million units, with a significant increase in commercial vehicle sales by 161.83% [16] - Bailong Oriental expects a net profit increase of 46.34% to 70.73% for 2025, driven by strong orders and increased production capacity [17] - Longjian Co. reported a net profit of 405 million yuan for 2025, a decrease of 2.05% year-on-year [18] Share Buybacks - Ningde Times has repurchased a total of 15.99 million shares, accounting for 0.3628% of its total A-share capital [10] - Century Huatong plans to repurchase shares worth between 300 million and 600 million yuan for employee stock ownership plans [11] - Guizhou Moutai has repurchased shares worth 120 million yuan, representing 0.007% of its total share capital [12]

本次通过股权转让及增资取得无锡三立51%的股权，紧密契合了公司2025年确定的"探索产业链上下游 整合延伸"发展战略。公司不仅能将自身在热处理装备与服务领域积累的技术、管理和客户资源深度赋 能于无锡三立，推动其产品品质的提升及成本的控制，缓解其当前的产能不足问题，更能借此契机将热 处理技术直接延伸至机器人零部件产品制造领域。与此同时，该投资将有助于提升公司在无锡地区已有 空间资源的整合和利用，低成本提高无锡三立的产能释放，最终提升公司整体运营能力与盈利能力。 中证报中证网讯(王珞)2026年1月4日，金财互联（002530）发布公告称，拟使用自有资金6343.08万元， 通过股权收购及增资方式取得无锡三立机器人技术有限公司51%股权。交易完成后，无锡三立将成为公 司控股子公司，公司表示，借此契机将热处理技术直接延伸至机器人零部件产品制造领域。 公告显示，无锡三立作为高端轴承及关键部件制造商，正处于市场增长的窗口期。机器人产业尤其是工 业和人形机器人的量产趋势、新能源汽车零部件的增长以及工业母机国产化推进，共同催生了对高精 度、高可靠性零部件的强劲需求。 ...

Core Viewpoint - The company JinCai HULIAN plans to acquire a 51% stake in Wuxi Sanli Robot Technology Co., Ltd. for 63.4308 million yuan, leveraging opportunities in the robotics, new energy vehicle components, and industrial mother machine industries [1] Group 1: Acquisition Details - The acquisition will be executed through equity purchase and capital increase [1] - The total investment for the acquisition is 63.4308 million yuan [1] Group 2: Strategic Rationale - Wuxi Sanli is positioned in a growth window as a high-end bearing and key component manufacturer [1] - The transaction aims to enhance Wuxi Sanli's product quality and cost control by utilizing the company's accumulated technology, management, and customer resources in heat treatment equipment and services [1] - This acquisition will also allow the company to extend its heat treatment technology directly into the manufacturing of robot components [1]

Core Viewpoint - The report from Dongwu Securities indicates that the overall Beta of the sector is expected to weaken by 2026, with structural opportunities being more favorable than overall opportunities. The focus should be on three technological main lines: "Intelligent Driving (L2++/L3/L4) + Liquid Cooling (AIDC) + Humanoid Robots," along with the long-term certainty of "going global" [1]. EPS Dimension - The stock market is seeking alpha through cyclical resilience, prioritizing product companies with high competitiveness that can enhance market share and companies that can increase average selling prices (ASP) by entering high-value sectors through internal and external growth [2]. - Globalization is expected to open growth opportunities in the automotive parts sector, with a focus on enhancing growth potential and risk resistance by prioritizing production capacity in Europe, North America, and Southeast Asia. With profit recovery and deeper customer engagement, companies may transition to global Tier 1/platform leaders between 2026 and 2030. Recommended companies include Fuyao Glass, Xingyu Co., Minth Group, Joyson Electronics, and Xingyuan Magnesium, with New Spring Co. as a focus [2]. PE Dimension - Intelligent Driving: The penetration of L2++ is accelerating, with L3 regulations and urban NOA speeding up, and L4-level smart vehicles rapidly coming to market. The focus should be on chips, domain controllers, core sensors, and drive-by-wire chassis, emphasizing systematic capabilities in cost, algorithms, and safety redundancy. Recommended companies include Horizon Robotics, Black Sesame, and Desay SV, with Bertel and Nexperia as points of interest [3]. - Robotics: Transitioning from "0 to 1" to "1 to 10," benefiting from supply chains involving large models, actuators, reducers, lead screws, and force sensors. The focus should be on automotive parts leaders with "technology synergy + manufacturing collaboration." Recommended companies include Top Group, Joyson Electronics, and Shuanghuan Transmission, with interest in Yapp Automotive Parts and Daimay Co. [3]. - Liquid Cooling: Growth in AI capital expenditure and increased power consumption in AIDC; the liquid cooling temperature control market is projected to reach hundreds of billions by 2030. The automotive parts sector should focus on thermal management, pipelines, and quick connectors, emphasizing system integration and cost reduction capabilities. Recommended companies include Minth Group, Yinlun Co., and Feilong Co. [3].