北京人形机器人创新中心在具身智能技术领域具备核心优势。2025年3月，该中心发布能实现"一脑多 能""一脑多机"的通用具身智能平台"慧思开物"，成功攻克机器人"大脑"和"小脑"的通用软件技术难题， 赋予机器人任务理解、动作拆解、自主纠错的核心能力，实现机器人从单一场景作业向多场景、多任务 适配的技术跨越。 凯龙高科深耕环保检测装备与汽车零部件领域多年，2025年起布局机器人赛道并完成三大核心布局：联 合科研院所设立人形机器人检测中心，发布可精准检测灵巧手全性能的智能设备，投资设立凯奇智能人 形机器人整机公司并成为第一大股东。目前，企业已形成机器人核心部件检测、整机研发制造的全链条 能力，同时精准掌握环保检测与汽车智能制造领域的实际产业需求，成为技术落地场景端的重要支撑。 凯龙高科董事长臧志成表示："从造环保设备，到造机器人，再到给机器人装上国家级'最强大脑'，我 们走的是实业公司转型升级最朴实的路：哪里有真问题，就去哪里找真技术。这次合作就是要把机器人 拉进我们的车间和检测站，让它真干活、干好活。" 中证报中证网讯(程雪儿熊永红)2月12日，凯龙高科（300912）技股份有限公司与北京人形机器人创新 中心在无 ...

2月12日，凯龙高科与国家地方共建具身智能机器人创新中心/北京人形机器人创新中心在无锡正式签署 战略合作协议。双方将围绕通用具身智能平台"慧思开物"的产业化落地，重点在环保检测、汽车智能制 造等垂直领域开展深度合作。 ...

证券代码：300912 证券简称：凯龙高科 公告编号：2026-015 凯龙高科技股份有限公司 关于完成工商变更登记并换发营业执照的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 住所：无锡惠山经济开发区钱桥配套区庙塘桥 经营范围：船舶、机动车尾气净化装置、汽车零部件的研发、生产、销售、 技术咨询、技术转让、技术服务；通用机械的技术开发、技术服务及销售；普通 货运；自营和代理各类商品及技术的进出口业务（国家限定企业经营或禁止进出 口的商品和技术除外）。（依法须经批准的项目，经相关部门批准后方可开展经 营活动） 统一社会信用代码：91320200733313338L 名称：凯龙高科技股份有限公司 类型：股份有限公司（上市、自然人投资或控股） 法定代表人：臧志成 注册资本：11,488.2 万元整 成立日期：2001 年 12 月 12 日 凯龙高科技股份有限公司（以下简称"公司"）于 2025 年 7 月 28 日召开第 四届董事会第二十一次（临时）会议，审议通过了《关于变更注册资本、修订< 公司章程>并办理工商变更登记的议案》，具体内容详见公司在巨潮资讯 ...

凯龙高科技股份有限公司 关于使用自有资金进行现金管理的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 重要内容提示： 1、投资种类：凯龙高科技股份有限公司（以下简称"公司"）拟使用自有资 金购买由商业银行、证券公司或其他金融机构等发行的中低风险、安全性高、流 动性好、投资期限最长不超过 12 个月的理财产品，包括但不限于银行理财产品、 国债逆回购、定期存款、结构性存款、通知存款以及其它根据公司内部决策程序 批准的理财对象及理财方式。 2、投资金额：公司拟使用不超过（含）人民币 5,000 万元进行现金管理， 在上述额度内，用于投资的资本金及收益可以滚动使用，但期限内任一时点的单 项及合计金额（含前述投资的收益进行再投资的相关金额）均不得超过上述额度。 3、特别风险提示： 尽管公司拟选择的投资产品均经过严格的评估，但金融 市场受宏观经济的影响较大，不排除该项投资受到市场波动的影响；公司将根据 经济形势以及金融市场的变化适时适量地介入，降低市场波动引起的投资风险。 敬请广大投资者注意投资风险。 公司于 2026 年 2 月 10 日召开第四届董事会第二十九次 ...

本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 证券代码：300912 证券简称：凯龙高科 公告编号：2026-016 一、董事会会议召开情况 凯龙高科技股份有限公司（以下简称"公司"或"凯龙高科"）第四届董事会第 二十九次（临时）会议通知于 2026 年 2 月 6 日以书面、电话及邮件等方式向各 位董事发出，会议于 2026 年 2 月 10 日以现场及通讯的方式召开。本次会议由公 司董事长臧志成先生召集并主持，会议应出席董事 7 名，实际出席董事 7 名。本 次会议的召集、召开及表决程序符合《公司法》及《公司章程》等法律、法规、 部门规章、规范性文件的有关规定，会议合法有效。 二、董事会会议审议情况 凯龙高科技股份有限公司 第四届董事会第二十九次（临时）会议决议公告 具体内容详见公司同日在巨潮资讯网（（www.cninfo.com.cn）上披露的《关 于使用自有资金进行现金管理的公告》（公告编号：2026-017）。 表决结果：7 票同意，0 票反对，0 票弃权。 三、备查文件 1、公司《第四届董事会第二十九次（临时）会议决议》。 特此公告。 凯龙高科技 ...

Investment Rating - The report maintains a "Recommended" investment rating for the humanoid robotics industry [6]. Core Insights - The humanoid robotics concept index experienced a slight decline of 0.80% from February 1 to February 6, 2026, but has shown a year-to-date increase of 2.61%, outperforming the CSI 300 index by 2.32 percentage points [2][12]. - The report highlights significant advancements in humanoid robotics, including the successful hosting of the world's first large-scale robot gala, showcasing breakthroughs in complex motion control and emotional expression [4]. - The year 2026 is anticipated to be a pivotal year for the large-scale deployment of humanoid robots, with expectations for increased integration into everyday life and various industries [4]. Summary by Sections 1. Weekly Market Review (February 1 - February 6, 2026) - The humanoid robotics index decreased by 0.80%, while the year-to-date performance shows an increase of 2.61%, outperforming the CSI 300 index [12]. - Among A-share humanoid robotics stocks, Kailong High-Tech had the highest weekly gain of 72.80%, while Dongwei Semiconductor saw the largest decline of 14.72% [16]. 2. Weekly Hotspot Review 2.1 Policy News - Zhejiang Province plans to strategically develop future industries, including humanoid robotics and biomanufacturing [19]. - The Ministry of Agriculture aims to enhance AI applications in agriculture, expanding the use of drones and robots [19]. - Guangdong Province's implementation plan supports the growth of AI and intelligent robotics service providers [19]. 2.2 Product and Technology Iteration - UBTECH announced the open-source embodiment intelligent model "Thinker," designed for rapid response and precise spatial awareness in industrial humanoid robots [20]. - The global live broadcast of the robot gala "Robot Wonderful Night" was announced, featuring over 200 robots [21]. - Yujian has commenced mass production of its third batch of full-size industrial humanoid robots [21]. 2.3 Investment and Financing - Shanghai Zhuoyide Robotics completed nearly 100 million RMB in Pre-A+ financing to expand into new service areas [22]. - Renxin Robotics secured millions in A+ financing, focusing on intelligent welding solutions [22]. - Xinmi Er Vision completed over 100 million RMB in A and A+ financing, targeting AI and intelligent robotics applications [23]. 2.4 Key Company Developments - Haozhi Electromechanical reported small batch orders for its core products from humanoid robot manufacturers [24]. - Hongfuhan signed a 480 million RMB contract with Guangdong Quanxiang for the supply of various robotic products [25].

Core Viewpoint - Kailong High-Tech announced that its stock price experienced significant fluctuations, with a cumulative increase of over 30% in closing prices over two consecutive trading days and over 100% in four consecutive trading days, indicating abnormal trading activity [1] Summary by Relevant Sections - **Stock Price Movement** - The stock price of Kailong High-Tech saw a cumulative increase of over 30% on February 6 and February 9, 2026, indicating abnormal trading behavior [1] - From February 4 to February 9, 2026, the stock price experienced a cumulative increase of over 100%, categorizing it as a severe abnormal trading fluctuation [1] - **Company Disclosure** - The company's board confirmed that there are no undisclosed matters that should be reported according to the Shenzhen Stock Exchange's regulations, nor any related plans, discussions, intentions, or agreements [1] - The board also stated that it is not aware of any information that could significantly impact the stock price that has not been disclosed [1] - There are no corrections or supplements needed for previously disclosed information [1]

Core Viewpoint - The stock price of Kailong High-Tech surged significantly, with a 107.36% increase over four trading days, raising concerns about market sentiment and the company's underlying fundamentals [2][5][16]. Company Performance - Kailong High-Tech has reported continuous losses in its main business, with a projected net loss of between 88 million and 125 million yuan for 2025 [8][19]. - The company has experienced negative net profits from 2021 to 2024, with figures of -159 million, -297 million, -5.22 million, and -280 million yuan respectively [19]. - As of the third quarter of 2025, the company's net profit after deducting non-recurring items was -45.39 million yuan [19]. Business Strategy - The company is focusing on the embodied intelligence sector, launching products like the "Huilingjia" series robots and dexterous force detection devices, which are still in the market development phase and have not yet generated revenue [2][7][18]. - Kailong High-Tech plans to acquire 70% of Shenzhen Jinwangda Electromechanical Co., Ltd. to enhance its capabilities in precision transmission components, which are critical for its robotics industry chain [5][10][20]. - The acquisition is expected to improve the company's revenue and profit levels, enhancing its sustainable development and core competitiveness [10][21]. Market Context - The robotics industry is shifting from speculative investment to performance-driven investment, with significant developments such as Tesla's Optimus V3 humanoid robot expected to begin mass production in Q1 2026 [6][17]. - The precision transmission components market has high technical barriers and strong reliance on imports, indicating substantial opportunities for domestic replacements [6][17].

Core Viewpoint - The stock price of Kailong High-Tech has experienced significant fluctuations, with a cumulative increase of over 30% in closing prices over two consecutive trading days and over 100% in four consecutive trading days, indicating abnormal trading activity [1] Group 1: Stock Performance - The stock price showed a cumulative increase of over 30% on February 6 and February 9, 2026 [1] - The cumulative increase in closing prices from February 4 to February 9, 2026, exceeded 100% [1] Group 2: Corporate Actions - The company plans to acquire 70% of Shenzhen Jinwangda Electromechanical Co., Ltd. through a combination of issuing shares and cash payments to Xi Zhaowang and Anyi Tuo Huangzhe Enterprise Management Partnership (Limited Partnership) [1] - The company intends to issue shares to its actual controller, Zang Zhicheng, to raise matching funds for the acquisition [1] - As of now, the related audit and evaluation work for this transaction has not been completed [1]

证券代码：300912 证券简称：凯龙高科 公告编号：2026-014 凯龙高科技股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 重点提示： 1、凯龙高科技股份有限公司（以下简称"公司"） 股票交易价格于 2026 年 2 月 6 日、2026 年 2 月 9 日连续两个交易日收盘价格涨幅偏离值累计超过 30%； 于 2026 年 2 月 4 日至 2026 年 2 月 9 日连续四个交易日收盘价格涨幅偏离值累计 超过 100%，根据《深圳证券交易所交易规则》的相关规定，属于股票交易异常 波动和严重异常波动的情形。 2、公司布局具身智能赛道，目前推出的"惠灵嘉"系列机器人和灵巧手操作 力智能检测设备等产品仍处于市场开拓阶段，截至目前尚未有收入确认，不会对 公司经营业绩产生重大影响。公司于 2026 年 1 月 30 日披露了《2025 年度业绩 预告》（公告编号：2026-004），归属于上市公司股东的净利润预计亏损 8,800 万元-12,500 万元。 公司生产经营基本面未发生重大变化，近期公司股票价格上涨较快，显著偏 离大盘指数和行业估值， ...