2月25日，多家上市公司通过互动平台、披露投资者关系活动记录表等渠道披露公司在电子、航空等方 面最新情况： 开普云：已成立AI硬件承载主体 内生式发展与外延并购式发展并举 【航天】 【电子】 【化工】 电科蓝天：国网星座卫星研制参与率达82% 千帆星座宇航电源独家配套 【机器人】 宁波华翔：6自由度灵巧手产品正处于开发和测试的最后阶段 【AI】 【卫星】 【其他】 (本文来自第一财经) 昊志机电：已与蓝箭航天建立业务合作关系 九鼎新材（维权）：公司涉及航天领域的产品份额较小 锐科激光：公司未在公开披露的信息中提到全资子公司睿芯光纤的独立上市计划 凯格精机：公司已向海外客户交付了800G及1.6T光模块自动化组装产品线 北京君正：目前暂无研发3D SRAM的计划 斯迪克：公司MLCC离型膜产品已实现国内客户全覆盖 海外头部客户目前处于验证阶段 九鼎新材：目前未开展电子级玻璃纤维相关业务 东方电热：目前公司预镀镍材料每月供货量较2025年有增长 顶点软件：对今年业务拓展及订单转化持积极预期 黄河旋风：截至目前8mm金刚石散热片相关产品还没有量产 锡业股份：铟市场价格上涨预计将会对业绩产生正面的影响 佳电股份：截至 ...

Core Insights - The CES 2026 showcased humanoid robots as a highlight, with multiple Chinese companies presenting their latest products, attracting significant attention [1][4] - Fourier Intelligent Technology debuted its full-size humanoid robot "Care-bot" GR-3, demonstrating its embodied intelligence in real-life scenarios [1][4] - Zhiyuan Robotics introduced its comprehensive product matrix and the new simulation platform Genie Sim 3.0, showcasing its capabilities in the field of embodied intelligence [1][4] Company Highlights - Fourier's GR-3 features a warm color scheme and "supercar-level" interior materials, equipped with emotional response capabilities, allowing it to interact with users during activities like chess [2][4] - Zhiyuan Robotics presented the compact humanoid robot Q1, which is 53 cm tall, weighs about 4 kg, and integrates 28 self-developed high-precision joints for dynamic balance and interaction [2][4] - Qinglang Intelligent showcased various robots, including the humanoid robot XMAN-R1 and cleaning robots C40 and C55, indicating a strong presence of Chinese companies in the humanoid robot sector [1][4] Industry Trends - The development systems for humanoid robots gained widespread attention, with Zhiyuan Robotics launching its first large language model-driven open-source simulation platform, Genie Sim 3.0, capable of generating tens of thousands of scenarios in minutes [4][5] - The industry is transitioning towards a "platform + ecosystem" model, where leading companies integrate resources through open-source platforms, fostering collaboration among developers and creating a robust industrial cluster [5][6] - The global robotics industry is accelerating its transformation, with a focus on more complex and interactive functionalities that go beyond simple operational intelligence, marking a new growth point for humanoid robots [4][5]