Group 1: AI and Power Equipment - Alphabet plans to raise $20 billion through bond issuance, exceeding previous expectations, to invest heavily in data centers crucial for its AI strategy [1] - The global demand for high-power, stable electricity supply for AI computing is increasing, leading to a supply-demand gap in high-voltage power equipment [1] - TBEA is a leading private transformer manufacturer in China, capable of integrated services in high-voltage cables and accessories [2] Group 2: AI and Security - The integration of AI into cybersecurity is creating new opportunities, with safety and trust becoming core themes in the industry [3] - The implementation of new cybersecurity regulations in China marks a shift towards more detailed governance in the sector [3] - Anheng Information has launched China's first AI security agent, enhancing its capabilities in various security scenarios [4] Group 3: Metal Prices - The price of indium has surged to its highest level in over a decade, with a significant increase of 88% from 2500 RMB/KG to 4700 RMB/KG [5] - China accounts for 70% of global indium production, and the supply growth has been limited, indicating potential for further price increases [5] - Xiyang Co. holds the largest indium resource reserves globally, producing 101.62 tons of indium [5] Group 4: Tourism Industry - The domestic tourism market is expected to see a 300% increase in planned trips during the upcoming Spring Festival, indicating a strong recovery [6] - Companies like Sanxia Tourism are expanding their offerings to meet diverse consumer demands, including high-end cruise services [7] Group 5: AI Content Creation - Reading Group is focusing on AI-driven content creation, aiming to enhance the efficiency and value of IP development [8] - Daily Interactive provides data intelligence services, catering to the short video and short drama sectors [9] Group 6: Automotive Industry - The Ministry of Commerce is implementing measures to boost automotive consumption, including trade reforms and policies to support vehicle replacement [11] - Companies like Feilong Co. and Xingyu Co. are positioned to benefit from the anticipated growth in the automotive sector [11]

Investment Highlights - The SW auto parts index increased by 0.34% this week, ranking 4th among SW automotive sectors, with a year-to-date increase of 3.20% [3][14] - The latest PE (TTM) for SW auto parts is at the 83.10% historical percentile, while the PB (LF) is at the 77.55% historical percentile [3][35] - The Wande robot index decreased by 0.21% this week, with a year-to-date increase of 0.27%, underperforming the SW auto parts sector by 0.55% [4][14] - The latest PE (TTM) for the Wande robot index is at the 67.47% historical percentile, and the PB (LF) is at the 77.11% historical percentile [4][44] Key Stock Movements - The top five gainers this week are: - Yinchuan Co., Ltd. +17.13% - Xingyu Co., Ltd. +8.65% - Daimai Co., Ltd. +6.67% - Yap Co., Ltd. +3.71% - Ruima Precision +2.74% [6][51] Major Events - On February 4, Elon Musk publicly praised Optimus again - On February 8, Zhiyuan will host the world's first large-scale robot gala [7][45] Core Coverage Changes - Xinquan announced a $100 million investment in Bayern Xinquan and the establishment of subsidiaries in Malaysia and Kaifeng - Precision Forging Technology established a subsidiary in Germany [8][54] Investment Recommendations - For auto parts, focus on structural opportunities by selecting product-oriented companies and those entering high-value sectors to increase ASP, with a priority on potential leading companies in Europe, North America, and Southeast Asia [9][56] - For robots, seek certainty in opportunities, with Musk stating that Optimus V3 is expected to be released in Q1 2026, and monitor the order timeline and application deployment by domestic companies like Xiaopeng, Yushu, and Zhiyuan [9][56]

Core Viewpoint - The establishment of Wuhan Xingxi Guang Technology Co., Ltd. by Jiufengshan Laboratory, Changzhou Xingyu Automotive Lighting Co., Ltd., and ChipLink Integrated Circuit Manufacturing Co., Ltd. represents a new model of technology-driven investment attraction in Wuhan, moving away from traditional land and subsidy-based approaches [1][6]. Group 1: Company Collaboration - The collaboration was formed in just 20 days, showcasing a rapid and efficient partnership among the three companies [1]. - Jiufengshan Laboratory possesses advanced Micro LED technology, which is considered the "ultimate display technology" with higher brightness, lower power consumption, and longer lifespan compared to OLED, making it suitable for high-end electric vehicle applications [5]. - Xingyu Automotive Lighting is a leading player in the automotive lighting industry in China, with a comprehensive R&D system and strong manufacturing capabilities [6]. Group 2: Government Support - The East Lake High-tech Zone provided specialized investment promotion services, facilitating the collaboration by addressing all concerns of the companies involved [7][10]. - The government’s proactive approach included weekend work to expedite the registration process and a dedicated team to respond to the companies' needs [10][11]. Group 3: Innovative Investment Model - The investment attraction model emphasizes "technology recruitment and joint construction," ensuring that core R&D, production, and value creation remain in Wuhan, thus fostering local industrial growth [11]. - This collaboration is characterized as a long-term partnership where both risks and benefits are shared, promoting the practical application of technology in the local market [11]. Group 4: Industry Ecosystem - Wuhan's strong semiconductor industry ecosystem, including leading companies like Yangtze Memory Technologies, provides a robust supply chain and manufacturing facilities, facilitating the project's implementation [12]. - The newly established company has garnered significant attention, highlighting the integration of advanced production capabilities from Jiangsu and Zhejiang with Wuhan's technological ecosystem [12].

证券日报网讯 2月6日，星宇股份发布公告称，公司2020年公开发行可转债募投项目已全部结项，节余 募集资金23，384.45万元已永久补流，相关专户销户手续已办理完毕，三方监管协议同步终止。 （编辑 丛可心） ...

证券简称：星宇股份 证券代码：601799 编号：2026-005 常州星宇车灯股份有限公司 关于 2020 年公开发行可转换公司债券 募集资金专户销户完成的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗 漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、募集资金基本情况 （一）募集资金到位情况 根据公司 2020 年第一次临时股东大会决议，并经中国证券监督管理委员会 证监许可[2020]2262 号《关于核准常州星宇车灯股份有限公司公开发行可转换 公司债券的批复》核准，公司公开发行面值总额为人民币 1,500,000,000.00 元 的可转换公司债券，每张债券面值为 100 元，共计 15,000,000 张，债券期限为 6 年，募集资金总额为 1,500,000,000.00 元，扣除发行费用不含税金额人民币 9,395,283.00 元，实际募集资金净额为人民币 1,490,604,717.00 元，上述募集 资金业经天衡会计师事务所（特殊普通合伙）天衡验字（2020）00131 号验资报 告验证。 （二）募集资金存放和管理情况 为了规范募集资金的管理和使用 ...

香港聯合交易所有限公司與證券及期貨事務監察委員會對本公告的內容概不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示 概 不 就 因 本 公 告 全 部或任何部分內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 – 1 – (a) 在 聯 交 所 網 站 登 載 本 公 告，並 不 會 引 致 本 公 司、其 保 薦 人、整 體 協 調 人、 顧問或包銷團成員須於香港或任何其他司法權區進行發售或配售活動的 任 何 責 任。本 公 司 會 否 進 行 發 售 或 配 售 仍 屬 未 知 之 數； (b) 本 公 告 所 涉 及 的 上 市 申 請 並 未 獲 批 准，聯 交 所 及 證 監 會 或 會 接 納、發 回 或 拒 絕 有 關 的 公 開 發 售 及╱或 上 市 申 請； (c) 本 公 告 不 應 被 視 為 勸 誘 認 購 或 購 買 任 何 證 券，亦 不 擬 構 成 該 等 勸 誘； (d) 本 公 司 或 其 任 何 聯 屬 人 士、其 顧 問 或 包 銷 團 成 員 概 無 透 過 刊 發 本 公 告 而 於 任 何 司 法 權 區 發 ...

文/瑞财经 李姗姗 距离A股上市15年，"车灯龙头"常州星宇车灯股份有限公司（下称"星宇股份"）向港交所递表，拟搭 建"A H"双资本平台。 星宇股份的背后由64岁的创始人周晓萍掌舵，她用30年时间完成了从卫校教师到商界弄潮儿的转变，将 一家校办工厂发展成为年营收达133亿元的领军企业，其本人也荣获"常州女首富"、"车灯女王"的美 誉。 近年来，星宇股份一直寻求智能化车灯系统转型。此次赴港IPO前，周晓萍之子周宇恒以接班人的姿态 坐上了副董事长之位，肩负起公司具身智能领域转型的重任。 或受赴港上市消息影响，星宇股份（601799.SH）股票大涨，2月4日盘中创近半年来最高153.82元/股， 收报149.96元/股，7个工作日涨幅累计达25.28%，市值超425亿元。 01 从卫校教师到200亿女首富 IPO前家族分走6.2亿分红 从三尺讲台到百亿江山，周晓萍书写了一段商界女性的传奇故事。 1962年，周晓萍于江苏常州出生。20多岁考进白求恩医科大学（后年并入吉林大学），1990年获得该校 医学学士学位。 毕业后，她返回家乡，被分配到江苏武进卫生学校任教，仅用三年时间就从一名普通的教师，一路升任 教务处处长、 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002547 | 春兴精工 | 3.62 | -9.95% | 14.09万 | 5100.51万 | | 688667 | 菱电电控 | 82.95 | -3.19% | 2.06万 | + 1.71亿 | | 002592 | ST八菱 | 10.67 | -2.82% | 9.11万 | 9657.81万 | | 000980 | 众泰汽车 | 3.01 | -1.95% | 168.77万 | 5.06亿 | | 603655 | 朗博科技 | 41.58 | -1.28% | 3.32万 | 1.38 Z | | 605151 | 奥上宮 | 24.92 | -1.07% | 20.95万 | 5.16亿 | | 301000 | 肇民科技 | 41.30 | -0.98% | 9.20万 | 3.79亿 | | 300176 | 湾特科技 | 7.52 | -0.79% | 37.03万 | 2.80亿 | | 605018 | 长华集 ...

Group 1 - The A500 Index (000510) increased by 0.65% as of February 3, 2026, with notable gains from stocks such as Robotech (up 17.37%), Jing Sheng (up 17.17%), and Maiwei (up 11.77%) [1] - The A500 ETF Fund (512050) rose by 1.00%, with a latest price of 1.22 yuan, and showed active trading with a turnover rate of 27.7% and a transaction volume of 10.922 billion yuan [1] - Over the past three months, the A500 ETF Fund's scale increased by 202.30 billion yuan, indicating significant growth [1] Group 2 - As of January 31, 2026, 2,956 A-share listed companies had disclosed their 2025 annual performance forecasts, with a disclosure rate of 54% and 1,092 companies expecting positive results, resulting in a positive forecast rate of 37% [1] - China Galaxy Securities highlighted structural clues from the performance forecasts, noting a high positive forecast rate in the technology manufacturing sector, benefiting from price increases and product structure improvements in certain cyclical industries [1] - The A500 Index consists of 500 securities selected from various industries based on market capitalization and liquidity, reflecting the overall performance of representative listed companies [2]

Summary of Key Points from Conference Call Records Industry Overview - The humanoid robot market is experiencing significant growth, with a projected increase in sales in China by 133%, reaching 28,000 units according to Morgan Stanley [4] - The industry is seeing advancements in technology, with companies focusing on developing core components such as visual modules, wheeled robot modules, joint modules, and domain controllers to enhance product offerings [4] Company Highlights Guansheng Co., Ltd. (冠盛股份) - Engaged in a strategic partnership with the Shanghai Artificial Intelligence Research Institute to develop an embodied intelligence ecosystem [1] - Plans to accelerate product market introduction, with a product launch event scheduled for February 9 in Shanghai to unveil a constant-speed universal joint module [1] Lixing Co., Ltd. (力星股份) - Groundbreaking ceremony for the second phase of the Nanyang project held in Henan, with a total investment of 100 million yuan, aimed at constructing two new precision rolling body production facilities [1] - The new facilities are expected to achieve a monthly production capacity of 7,000 batches of G5 and G10 grade high-precision steel balls [1] - Announced a private placement plan to raise up to 560 million yuan, with funds allocated to high-precision ceramic bearing ball industrialization and other projects [1] Xingyu Co., Ltd. (星宇股份) - Focused on embodied intelligence projects, including neck interaction modules, optical modules, and skin and structural components [2] - By September 30, 2025, the company has engaged in R&D collaborations with several leading humanoid robot manufacturers, with some prototypes already delivered and in testing or pilot phases [2] Fuchun Dyeing and Weaving (富春染织) - Launched a project involving 18 injection molding machines, with 5 already delivered and 3 CNC machines, of which 1 has arrived [2] - Achieved small batch orders for standard plastic parts, such as joint module axle sleeves, with a revenue target of 50 million yuan for 2026 [2] Linghou Robotics (灵猴机器人) - Announced completion of over 100 million yuan in Pre-B round financing, led by NIO Capital [4] - Continues to innovate in the embodied intelligence sector with a range of core components [4] Tesla - Announced the upcoming reveal of the third-generation humanoid robot, highlighting significant changes in the product's design and capabilities [2] Additional Insights - NTN Japan and Germany's KRW are visiting to advance overseas supply chain initiatives [2] - Samsung SDI is in discussions with robotics companies regarding solid-state battery collaborations [4]