近一周，A股市场机构调研活动保持活跃。Wind数据显示，共有超过260家上市公司获得机构关注。其 中，算力领域的两大龙头企业——中科曙光与海光信息，各自吸引了多达341家机构调研，成为市场焦 点。与此同时，人工智能、机器人、商业航天等前沿科技赛道的多家公司也迎来了机构投资者的密集调 研，市场对科技创新与产业升级主线的关注不减。 中科曙光与海光信息此次被机构密集调研的背景，是两家公司于近期同步宣布终止备受关注的吸并重组 计划。公告显示，海光信息原计划换股吸收合并中科曙光并募集配套资金，对于终止原因，双方均表 示，本次交易规模较大、涉及相关方较多，方案论证历时较长，当前市场环境较筹划之初发生较大变 化，实施重大资产重组的条件尚不成熟。 在终止重大资产重组投资者说明会上，对于公告中提及的"市场环境变化"这一关键原因，海光信息董 事、总经理沙超群回应，变化之一是交易双方在二级市场的股价自预案披露以来发生了显著波动。 除了算力龙头，人工智能、机器人及商业航天等前沿科技赛道同样吸引了大量机构目光。 伟创电气上周接待睿远基金、招商证券等112家机构调研。据介绍，伟创电气正全面推进"一核两新"战 略布局，近期发布了12mm— ...

参与此次调研的睿远基金是一家以价值投资、研究驱动和长期投资风格为主的长期价值投资机构，聚焦 于权益投资和固定收益投资领域。截至目前，管理基金数量5只，其中睿远成长价值混合A最新单位净 值为1.9589，近一年增长61.37%。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 调研情况显示，伟创电气正全面推进"一核两新"战略布局，在机器人领域取得显著进展，近期发布了 12mm-21mm微型无框电机、6-16mm空心杯电机、轴向磁通电机等新品，并推出6DOF腱绳仿生驱动灵 巧手、超短款谐波关节模组等具身智能核心部件，产品精准适配AGV/AMR、服务机器人等应用场景， 公司凭借技术积累获得移动机器人产业联盟颁发的"十年荣耀 移动机器人供应链质量标杆奖"。 在船舶与海工领域，公司AC800系列及AC310-Pro系列变频器已获得中国船级社型式认可证书，推出涵 盖电力推进、轴带发电、电池/氢燃料电池混合动力直流组网以及纯电新能源船舶等应用场景的产品与 系统解决方案；绿色能源方面，公司围绕光伏、储能、氢能等方向，成功推出光伏扬水系统、VPS系列 微电网混合逆变器、制氢系统及电动 ...

Investment Rating - The report maintains an investment rating of "Buy" for the company [1] Core Insights - The company has launched multiple new robotic core components, enhancing its product matrix and performance parameters, positioning itself to benefit from future breakthroughs in humanoid robot mass production [1] - The humanoid robot industry is expected to gain momentum, with major companies like Tesla planning to showcase mass-producible prototypes, which will likely accelerate orders for core components from suppliers [2] - The company has introduced several new motor and driver products, including micro frameless motors and high-power density drivers, which exhibit superior specifications and performance [3] - The company has partnered with joint ventures to release innovative hand and joint solutions, emphasizing lightweight and durability, suitable for various industries [4] Financial Forecast and Valuation - The company is projected to achieve net profits of 271 million, 313 million, and 361 million RMB for the years 2025 to 2027, respectively, with corresponding EPS of 1.27, 1.46, and 1.69 RMB [5] - The target price for the company is set at 116.80 RMB, reflecting a PE ratio of 80 times for 2026, indicating a potential valuation premium due to its strong market position and product advantages [5]