证券日报网讯 1月12日，万里扬在互动平台回答投资者提问时表示，公司在人形机器人方面的产品，包 括谐波减速器、行星减速器、无刷电机及控制器等品类的单品和关节模组等，目前正在积极开展与多家 国内主流人形机器人厂家的技术交流以及其他相关工作。 （文章来源：证券日报） ...

证券日报网讯1月12日，万里扬（002434）在互动平台回答投资者提问时表示，公司在人形机器人方面 的产品，包括谐波减速器、行星减速器、无刷电机及控制器等品类的单品和关节模组等，目前正在积极 开展与多家国内主流人形机器人厂家的技术交流以及其他相关工作，推动尽快送样测试以及批量化配套 供应。 ...

"十四五"以来，湖北持续推进新型工业化，实施产业倍增战略，产业规模持续壮大。湖北省经济和 信息化厅消费品工业处副处长邓龙介绍，眼下湖北正加速布局人工智能、量子科技等未来产业。一个活 力澎湃的湖北，正面向未来，全速前进。 邓龙：下一步依托各地资源禀赋和特色优势，提升数智转型能力，重塑产业链、提升价值链，积极 引导产业向高端化、绿色化、智能化、融合化方向转型发展，推动产业转型升级、高质量发展。 代群：现在开发的这个"谐波减速器"，与原来传统的优势汽车零部件，有70％的工艺是重合的。组 成了我们核心的技术团队，有50名技术人员，对"谐波减速器"的齿形做了深度研究，独创了F齿形，产 品的精度达到了头发丝的1％。 在湖北，像代群这样"跨界"的未来产业探路者并非个例。在位于武汉光谷的一家企业，机器人正灵 活地上下楼梯，它身上一个小小的方盒子容纳其"大脑"——域控制器，而这项技术的根基，同样来自汽 车。企业联合创始人熊立平说，企业已与40多家机器人整机企业达成合作。 熊立平：我们组成了专门的研发团队，很多核心技术可以叠加在之前的一些技术发展之上，迅速地 把技术做一些平移迭代，需要我们在场景上重新做一些定义。 央广网北京1月 ...

风险提示： 2026年1月9日，斯菱智驱披露接待调研公告，公司于1月8日至1月9日接待淡水泉基金、景顺长城基金、 广发基金、大家资产、建信养老、长城基金等21家机构调研。 调研情况显示，在进口替代方面，斯菱智驱的核心竞争力在于产品制造的差异化，包括打造了适合其商 业模式的供应链和供应商体系，以及"小批量、多品种、快速响应"的柔性生产线，可灵活匹配生产能 力、提高设备利用率、缩短生产周期并保证质量，提升市场响应速度。公司积累了多年研发和生产经 验，产品体系完善，能满足不同客户订单需求并减少试生产时间，加快交付间隔，提高订单管理能力。 截至2025年9月30日，公司主业产品开发取得显著突破，完成多个高附加值型号研发与量产，全年新突 破产品型号数量创历史新高，进一步巩固细分领域技术领先优势。 海外布局方面，2024年斯菱泰国工厂已获得IATF16949体系证书和美国海关认可的原产地证（E－Ruling 认证函）；2025年成功通过ISO14001环境管理体系与ISO45001职业健康安全管理体系国际认证审核， 泰国工厂第三期投资建设顺利推进，通过优化生产布局和强化供应链协同，实现产能利用率持续高位运 行。此外，公司 ...

投资者关系活动记录表 编号：2026-001 证券代码：301550 证券简称：斯菱智驱 浙江斯菱智能驱动集团股份有限公司 2、公司目前的海外布局如何？ 答：2024 年，斯菱泰国工厂已获得 IATF16949 体系 证书和美国海关认可的原产地证（E-Ruling 认证函）2025 年，斯菱泰国工厂成功通过了 ISO14001 环境管理体系 与 ISO45001 职业健康安全管理体系的国际认证审核， 泰国工厂第三期投资建设顺利推进，通过优化生产布局 和强化供应链协同，实现产能利用率持续高位运行。此 外，公司已建立北美市场的本地服务能力，将进一步加 快公司主业全球化产业布局的节奏。 投资者关系活动类别 ☑ 特定对象调研 □媒体采访 □新闻发布会 □现场参观 □分析师会议 □业绩说明会 □路演活动 □其他（请文字说明其他活动内容） 活动参与人员 景顺长城基金尹群勇、淡水泉基金刘耀阳、广发基金张 毅、大家资产李恩国、建信养老刘亚斌、长城基金吴驰、 农银汇理基金刘荫泽、农银汇理基金宋磊、惠升基金陆 浩然、易方达基金涂程亮、青俪投资袁翔、诺安基金杨 靖康 、博普资产刘世昌、巨子投资邱恩光、杰鼎基金李 华林、中安汇富基金 ...

证券日报网讯 1月7日，斯菱智驱在互动平台回答投资者提问时表示，公司于2024年正式成立机器人零 部件事业部，主要研发、生产和销售机器人零部件产品。目前公司主要聚焦于谐波减速器的研发和量 产，该产品适用于工业机器人、协作机器人、人形机器人等多个应用场景。 （文章来源：证券日报） ...

Investment Rating - The report provides a "Buy" rating for several key stocks in the financial and manufacturing sectors, including China Resources Land and Nanjing Bank, among others [12][19][53]. Core Insights - The report highlights the financial and manufacturing industries' investment outlook for January 2026, emphasizing the need to focus on companies with strong fundamentals and growth potential amid economic pressures [6][8][10]. - It identifies specific sectors such as real estate, non-bank financials, banking, new energy, machinery, military industry, light industry, and environmental protection as areas of interest for investment [8][10][21][32][36][43]. Summary by Sector Real Estate - The real estate sector faces increasing downward pressure, necessitating policy easing. Key companies like China Resources Land are highlighted for their strong operational capabilities and cash flow stability [11][12][53]. Non-Bank Financials - The non-bank financial sector is expected to benefit from policy support and high market trading volumes, with companies like New China Life Insurance showing strong growth potential [16][17][53]. Banking - The banking sector is viewed positively, with a focus on large banks and city commercial banks, particularly Jiangsu Bank, which is noted for its attractive valuation and growth prospects [18][19][53]. New Energy - The new energy sector is at a turning point, with companies like Sungrow Power Supply and Slin Smart Drive recommended for their growth potential in solar and energy storage technologies [21][23][53]. Machinery - The machinery sector is encouraged to focus on AI and robotics, with companies like Hengli Hydraulic and Ding Tai High-Tech identified for their growth opportunities in traditional and emerging markets [25][30][31][53]. Military Industry - The military sector is expected to see growth from military-to-civilian transitions and military trade, with AVIC Xi'an Aircraft Industry Company highlighted for its potential in the domestic and international markets [32][34][53]. Light Industry - The light industry is advised to focus on overseas manufacturing and new consumer opportunities, with companies like Yingke Medical and Meiyin Sen noted for their growth in international markets [36][40][53]. Environmental Protection - The environmental sector is poised for growth through overseas expansion and rising metal prices, with companies like Weiming Environmental and Ice Wheel Environment recommended for their strong market positions [43][48][51][53].

Core Insights - The humanoid robot industry is approaching a pivotal moment, with significant advancements showcased at CES 2026, highlighting its central role in global technological competition and industrial transformation [1] - The humanoid robot concept index has risen by 12.92% since December 17, 2025, indicating a positive market trend [1] - Analysts predict a broad market potential for embodied robots, with continuous technological breakthroughs and successful commercialization efforts [1] Industry Developments - CES 2026, held in Las Vegas from January 6 to 9, 2026, featured humanoid robots as a key focus, with significant participation from leading global companies [1] - NVIDIA's CEO announced that the robotics field has entered its "ChatGPT moment," emphasizing the shift towards "general-specialized" robots that combine broad knowledge with specialized skills [1] - NVIDIA introduced new models aimed at enhancing robots' understanding of physical properties and spatial relationships [1] Application Scenarios - LG showcased the CLOiD household robot capable of performing various domestic tasks, while Boston Dynamics announced the mass production of its Atlas humanoid robot, set to be deployed in Hyundai's factories starting in 2026 [2] - Numerous domestic humanoid robot manufacturers, including Yushu Technology and Zhiyuan Robotics, presented their latest products at CES 2026, indicating a strong domestic presence in the market [2] Industry Chain Collaboration - A-share listed companies are actively positioning themselves across different segments of the humanoid robot industry, leveraging their technological expertise for diversified development [3] - Key components such as precision reducers and servo systems are being tested and developed by companies like Haozhi Electromechanical and Tongda Power, indicating a focus on enhancing core robotic technologies [3] Market Analysis - The Chinese embodied intelligent robot market is experiencing rapid growth, driven by policy, capital, and industry chain support, transitioning from "technological breakthroughs" to "value realization" [4] - Analysts suggest that the humanoid robot sector will see significant investment and development, with Chinese companies leading in hardware and operational control, while AI technology remains a competitive focal point [4] Future Projections - 2025 is anticipated to be the year of mass production for humanoid robots, with 2026 expected to mark a significant advancement in their practical application [5] - The commercial progress of humanoid robots is accelerating, with potential applications in inspection and navigation expected to expand significantly [5] - The manufacturing and logistics sectors are projected to be the first to adopt humanoid robots at scale, with substantial demand anticipated in automotive and 3C manufacturing by 2028 [6]

证券日报网讯1月6日，昊志机电（300503）在互动平台回答投资者提问时表示，公司在机器人领域深耕 多年，拥有成熟的技术积累和产品经验，公司现在很多机器人零部件的核心指标全面超过国际一流产 品，成功实现领跑。以谐波减速器为例，公司生产的谐波减速器产品传动精度比国际主流产品提升近一 倍、振动幅度比国外产品降低30%以上，可满足医疗、芯片制造等高端场景对"零晃动"的严苛需求。目 前公司减速器、低压驱动器、力矩传感器、无框力矩电机、编码器已全部实现国产自研，部分产品可应 用于航天航空领域。截至目前，公司机器人核心功能部件的相关业务的销售收入较小，尚不会对公司业 绩产生重大影响，敬请广大投资者谨慎决策，注意投资风险。 ...

格隆汇1月6日丨昊志机电(300503.SZ)在互动平台表示，公司在机器人领域深耕多年，拥有成熟的技术 积累和产品经验，公司现在很多机器人零部件的核心指标全面超过国际一流产品，成功实现领跑。以谐 波减速器为例，公司生产的谐波减速器产品传动精度比国际主流产品提升近一倍、振动幅度比国外产品 降低30%以上，可满足医疗、芯片制造等高端场景对"零晃动"的严苛需求。目前公司减速器、低压驱动 器、力矩传感器、无框力矩电机、编码器已全部实现国产自研，部分产品可应用于航天航空领域。 截 至目前，公司机器人核心功能部件的相关业务的销售收入较小。 ...