这位90后技术领袖的跨界任职引发外界关注，标志着这家新材料企业或将开启与人工智能及机器人技术深度融合的新征程。 技术精英团队入主上市公司 不想当将军的士兵不是好士兵。 11月25日，20倍大牛股——上纬新材发布公告称，公司完成董事会换届选举，原华为"天才少年"、智元机器人联合创始人彭志辉 （稚晖君）当选为该公司新任董事长。 11月25日，上纬新材召开了2025年第三次临时股东会。根据公司公告披露，本次临时股东会通过累积投票制的方式选举了彭志 辉、田华、周斌、姜青松、钮嘉为公司第四届董事会非独立董事。 据公告，与彭志辉一同成为上纬新材非独立董事的田华、周斌、姜青松、钮嘉四人，均与彭志辉在华为或智元机器人有着深度 交集。 在随后举行的第四届董事会第一次会议上，彭志辉被一致推选为公司董事长，并担任战略与可持续发展委员会主任委员。这一 重大人事变动背后，是公司控制权的变更。此前，上海智元恒岳科技合伙企业已成为上纬新材新任控股股东，邓泰华成为实际 控制人。 根据上纬新材公司架构，日常经营管理由田华（首席执行官）、周斌（联席首席执行官兼首席技术官）等全职高管负责，而彭 志辉与另外两位董事姜青松、钮嘉仍主要在智元机器人任职 ...

建信上证科创板综合ETF联接A（023743）基金经理为葛鲁禹。 截至发稿，葛鲁禹累计任职时间2年335天，现任基金资产总规模13.35亿元，任职期间最佳基金回报 31.14%， 任职期间最差基金回报19.78%。 数据显示，建信基金旗下1只基金重仓上纬新材。建信上证科创板综合ETF联接A（023743）三季度持有 股数568股，占基金净值比例为0.02%，位居第一大重仓股。根据测算，今日浮亏损失约3351.2元。 建信上证科创板综合ETF联接A（023743）成立日期2025年5月7日，最新规模1.99亿。成立以来收益 24.74%。 11月24日，上纬新材跌5.22%，截至发稿，报107.16元/股，成交3.16亿元，换手率0.70%，总市值432.24 亿元。 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。 资料显示，上纬新材料科技股份有限公司位于上海市松江区鼎盛路828弄3号楼，成立日期2000年10月25 日，上市日期2020年9月28日，公司主营业务涉及环保高 ...

11月20日，上纬新材盘中下跌2.00%，截至09:54，报111.60元/股，成交1.28亿元，换手率0.28%，总市 值450.15亿元。 上纬新材所属申万行业为：基础化工-塑料-合成树脂。所属概念板块包括：QFII持股、节能环保、新材 料、一带一路、风能等。 截至9月30日，上纬新材股东户数1.97万，较上期增加238.94%；人均流通股20493股，较上期减少 70.50%。2025年1月-9月，上纬新材实现营业收入12.79亿元，同比增长16.60%；归母净利润6054.77万 元，同比减少6.92%。 分红方面，上纬新材A股上市后累计派现7783.04万元。近三年，累计派现4557.44万元。 责任编辑：小浪快报 上纬新材今年以来股价涨1582.75%，近5个交易日跌5.02%，近20日涨4.99%，近60日涨31.29%。 今年以来上纬新材已经23次登上龙虎榜，最近一次登上龙虎榜为11月11日，当日龙虎榜净买入1.62亿 元；买入总计2.99亿元 ，占总成交额比13.95%；卖出总计1.38亿元 ，占总成交额比6.42%。 资料显示，上纬新材料科技股份有限公司位于上海市松江区鼎盛路828弄3号楼 ...

Core Points - On November 18, the stock price of Shangwei New Materials fell by 5.11%, closing at 110.22 CNY per share, with a trading volume of 317 million CNY and a turnover rate of 0.69%, resulting in a total market capitalization of 44.459 billion CNY [1] - Shangwei New Materials Technology Co., Ltd. specializes in the research, production, and sales of environmentally friendly high-performance corrosion-resistant materials, materials for wind turbine blades, and new composite materials [1] Company Overview - Shangwei New Materials was established on October 25, 2000, and went public on September 28, 2020 [1] - The revenue composition of the company includes: 46.26% from environmentally friendly high-performance corrosion-resistant materials, 40.07% from materials for wind turbine blades, 6.14% from resale and others, 5.69% from new composite materials, and 1.84% from circular economy materials [1] Fund Holdings - According to data, the Tongtai Fund has a significant holding in Shangwei New Materials, with the Tongtai Competitive Advantage Mixed A Fund (008997) holding 78,100 shares, accounting for 9.16% of the fund's net value, making it the third-largest holding [2] - The Tongtai Competitive Advantage Mixed A Fund was established on April 27, 2020, with a latest scale of 18.4906 million CNY and has achieved a return of 46.86% year-to-date, ranking 1077 out of 8140 in its category [2] - The fund manager, Wang Xiu, has been in position for 1 year and 294 days, with a total asset scale of 748 million CNY, achieving the best fund return of 158.18% and the worst return of 34.51% during his tenure [2]

Group 1: Company Overview - Company name: Upwind New Materials Technology Co., Ltd., established on October 25, 2000, and listed on September 28, 2020 [2] - Main business involves the research, production, and sales of environmentally friendly high-performance corrosion-resistant materials, materials for wind turbine blades, and new composite materials [2] - Revenue composition: 46.26% from environmentally friendly high-performance corrosion-resistant materials, 40.07% from wind turbine blade materials, 6.14% from resale and others, 5.69% from new composite materials, and 1.84% from circular economy materials [2] Group 2: Financial Performance - For the period from January to September 2025, the company achieved operating revenue of 1.279 billion yuan, a year-on-year increase of 16.60% [2] - The net profit attributable to the parent company was 60.5477 million yuan, a year-on-year decrease of 6.92% [2] - Cumulative cash dividends since the A-share listing amount to 77.8304 million yuan, with 45.5744 million yuan distributed over the past three years [3] Group 3: Stock Performance - As of November 14, the stock price increased by 2.03% to 119.88 yuan per share, with a total market capitalization of 48.355 billion yuan [1] - Year-to-date stock price increase of 1707.60%, with a 14.59% increase over the last five trading days, 45.57% over the last 20 days, and 35.64% over the last 60 days [1] - The company has appeared on the trading leaderboard 23 times this year, with the most recent appearance on November 11, where the net buying on that day was 162 million yuan [1]

Core Viewpoint - The announcement of a humanoid robot by Shangwei New Materials led to a significant stock price surge, raising concerns about potential competition with its affiliate, Zhiyuan Robotics [2][4]. Company Developments - On November 11, Shangwei New Materials released images of a humanoid robot, which was interpreted as a 1.88-meter tall product, resulting in a stock price increase of 1863.8% year-to-date [2]. - The company clarified that it operates independently in the field of embodied intelligence, ensuring no significant adverse impact from competition with Zhiyuan Robotics [2][3]. Industry Context - Embodied intelligence refers to AI with a physical form capable of perception, decision-making, and action, with humanoid robots being a common example [2]. - The humanoid robot market includes various applications such as performance reception, general use, and companionship, applicable in commercial, domestic, and industrial settings [2]. Competition Concerns - To avoid competition, Shangwei New Materials must clearly differentiate its technology and personnel from Zhiyuan Robotics, as both companies may share overlapping talent pools [3][4]. - The potential for software upgrades in embodied intelligence products could blur the lines between product applications, raising questions about market competition [4]. Management and Strategy - The upcoming board election at Shangwei New Materials includes key figures from Zhiyuan Robotics, raising concerns about resource allocation and potential conflicts of interest [4][5]. - The integration of Zhiyuan's existing technologies could save costs and time for Shangwei New Materials, allowing for quicker market entry with their humanoid robot [5]. Market Reactions - Following the initial announcement, the stock price of Shangwei New Materials experienced volatility, with a notable drop of 9.88% after the narrative around the humanoid robot began [5].

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 company, Upwind New Materials, is currently in the product development stage for its embodied intelligence robotics business, which has not yet achieved mass production or large-scale sales [2][16]. Group 1: Business Development - Upwind New Materials announced that its humanoid robot product is being developed, with a height of 1.88 meters indicated in promotional materials [5]. - The company has recently undergone a change in control, with Shanghai Zhiyuan Hengyue Technology Partnership becoming the major shareholder, linked to Zhiyuan Innovation, a company in the humanoid robotics sector [7][13]. - The company clarified that it operates its embodied intelligence robotics business independently from its related parties, ensuring no significant adverse impact from potential competition [11]. Group 2: Stock Performance - From July 9 to November 11, Upwind New Materials' stock price surged by 1573.52%, closing at 130.20 yuan per share, with a total market capitalization of 52.52 billion yuan [8]. - The company's current price-to-earnings ratio stands at 592.21 times, significantly higher than the industry average of 26.72 times [16]. Group 3: Financial Performance - For the first three quarters of 2025, Upwind New Materials reported revenue of 1.279 billion yuan, a year-on-year increase of 16.60%, while net profit attributable to shareholders decreased by 6.92% to 60.55 million yuan [16].