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00699 均胜电子
已收盘 09-29 16:08:04
11.940
-0.660
-5.24%
最高
12.600
最低
11.840
成交量
763.34万
今开
12.600
昨收
12.600
日振幅
6.03%
总市值
184.47亿
流通市值
17.91亿
总股本
15.45亿
成交额
9,148万
换手率
5.09%
流通股本
1.50亿
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
免责声明:香港交易所资讯服务有限公司、其控股公司及／或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度，但不能保证其绝对准确和可靠，且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任（不管是否侵权法下的责任或合约责任又或其它责任）
资讯
新帖
简况
从汽车供应链到机器人量产伙伴：特斯拉为何优先审厂中国零部件企业
同花顺 · 09-28 16:38
从汽车供应链到机器人量产伙伴：特斯拉为何优先审厂中国零部件企业
港股三大指数早盘涨跌不一 恒生指数半日涨0.64% 网易（09999）涨4.42%
金吾财讯 · 09-28 12:15
港股三大指数早盘涨跌不一 恒生指数半日涨0.64% 网易（09999）涨4.42%
均胜电子盘初涨超8% 公司定位为“汽车+机器人Tier1”
金融界 · 09-28 10:07
均胜电子盘初涨超8% 公司定位为“汽车+机器人Tier1”
人工智能板块强势 科拓股份（02272）涨超12% “十五五”规划重点部署人工智能
金吾财讯 · 09-28 09:52
人工智能板块强势 科拓股份（02272）涨超12% “十五五”规划重点部署人工智能
港股异动 | 均胜电子(00699)涨超8% 特斯拉机器人量产提速 公司定位为“汽车+机器人Tier1”
智通财经 · 09-28 09:35
港股异动 | 均胜电子(00699)涨超8% 特斯拉机器人量产提速 公司定位为“汽车+机器人Tier1”
特斯拉团队长三角审厂背后：Optimus机器人量产“箭在弦上”？
中国经营网 · 09-26
特斯拉团队长三角审厂背后：Optimus机器人量产“箭在弦上”？
海量财经丨特斯拉来审厂，国产机器人的供应商在准备什么？
海报新闻 · 09-24
海量财经丨特斯拉来审厂，国产机器人的供应商在准备什么？
异动快报：均胜电子（600699）9月24日10点36分触及涨停板
证券之星 · 09-24
异动快报：均胜电子（600699）9月24日10点36分触及涨停板
均胜电子盘中涨逾9% 控制器等产品已为头部机器人公司量产供货
新浪港股 · 09-24
均胜电子盘中涨逾9% 控制器等产品已为头部机器人公司量产供货
港股异动 | 均胜电子(00699.HK)早盘涨近9% 据报特斯拉机器人启动量产审厂 公司有望显著受益
智通财经 · 09-24
港股异动 | 均胜电子(00699.HK)早盘涨近9% 据报特斯拉机器人启动量产审厂 公司有望显著受益
光通信板块局部走高 均胜电子（00699）涨6.39%、中际旭创（03308）涨1.26%
金吾财讯 · 09-24
光通信板块局部走高 均胜电子（00699）涨6.39%、中际旭创（03308）涨1.26%
均胜电子（600699）9月23日主力资金净买入1.82亿元
证券之星 · 09-24
均胜电子（600699）9月23日主力资金净买入1.82亿元
港股异动 | 均胜电子(00699)涨超5% Optimus机器人业务启动量产审厂 花旗料其将为公司带来纯利敞口
智通财经 · 09-23
港股异动 | 均胜电子(00699)涨超5% Optimus机器人业务启动量产审厂 花旗料其将为公司带来纯利敞口
大行评级丨花旗：特斯拉Optimus审核中国供应商，看好中国机器人供应链主题
格隆汇 · 09-22
大行评级丨花旗：特斯拉Optimus审核中国供应商，看好中国机器人供应链主题
从软件定义到AI定义：均胜电子打造智能时代的AI基础设施
同花顺 · 09-22
从软件定义到AI定义：均胜电子打造智能时代的AI基础设施
特斯拉长三角审厂！人形机器人量产再进一步 融资客超亿元抢筹这6股(名单)
中金财经 · 09-22
特斯拉长三角审厂！人形机器人量产再进一步 融资客超亿元抢筹这6股(名单)
特斯拉人形机器人量产在即，中国产业链公司迎合作新机遇
智通财经 · 09-22
特斯拉人形机器人量产在即，中国产业链公司迎合作新机遇
从软件定义到AI定义：均胜电子打造智能时代的AI基础设施
同花顺 · 09-21
从软件定义到AI定义：均胜电子打造智能时代的AI基础设施
产业链人士：特斯拉机器人团队在长三角审厂，多家企业已获订单
格隆汇 · 09-21
产业链人士：特斯拉机器人团队在长三角审厂，多家企业已获订单
均胜电子：贝莱德增持，好仓比例升至10.0%
港股披露 · 09-17
均胜电子：贝莱德增持，好仓比例升至10.0%
加载更多
公司概况
公司名称：
均胜电子
所属市场：
SEHK
上市日期：
--
主营业务：
宁波均胜电子股份有限公司是一家主要从事提供智能汽车科技解决方案的中国公司。该公司经营五个分部。汽车安全系统业务主要包括安全带、安全气囊、智能方向盘和集成式安全解决方案相关产品。汽车电子系统业务主要包括汽车智能解决方案、电动汽车和人机交互（HMI）等。汽车零部件业务包括智能座舱产品和新能源充配电产品。衡器业务包括各种电子衡器产品。该公司还经营其他分部。该公司主要在国内市场经营其业务。
发行价格：
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公司定位为“汽车+机器人Tier1”","url":"https://stock-news.laohu8.com/highlight/detail?id=2670400479","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2670400479?lang=zh_cn&edition=full","pubTime":"2026-09-28 10:07","pubTimestamp":1790561249,"startTime":"0","endTime":"0","summary":"均胜电子（00699）盘初涨超8%，截至目前，股价上涨5.15%，现报12.87港元，成交额5764.68万港元。国信证券研报指出，均胜电子定位为“汽车+机器人Tier1”，积极布局新兴智能体产业链，打造第二增长曲线。今年7月17日，均胜电子亮相“2026世界人工智能大会（WAIC）”，发布灵巧手、固液混合电池、第三代AI头部总成、电子皮肤和具身智能体大脑等多个核心部件总成方案，以及机器人工业场景训练与应用最新成果。均胜电子还宣布，具身智能业务正加速商业化落地，控制器等产品已为头部机器人公司量产供货。\n\n港股频道更多独家策划、专家专栏，免费查阅>>\n\n 责任编辑：栎树","market":"fut","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://hk.jrj.com.cn/2026/09/28100758562875.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["ROBO","BK0187","BK0264","BK0065","600699","00699","BK0214","BK0061","BK0130","BK0076","KOMP","BK0196","BK0028","PBOT","BK1144","BK0188"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670400619","title":"人工智能板块强势 科拓股份（02272）涨超12% “十五五”规划重点部署人工智能","url":"https://stock-news.laohu8.com/highlight/detail?id=2670400619","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2670400619?lang=zh_cn&edition=full","pubTime":"2026-09-28 09:52","pubTimestamp":1790560331,"startTime":"0","endTime":"0","summary":"金吾财讯 | 港股人工智能板块表现强势，截至发稿，科拓股份 涨12.40%，白鸽在线涨2.56%，网易涨2.99%，佑驾创新涨2.78%，均胜电子涨2.94%。规划专章布局人工智能引领科研范式变革，将AI作为科技创新突破的重要抓手。","market":"hk","thumbnail":"https://static.szfiu.com/news/20200908/MDgxZGVmMDU5NGQxM2FkZGQzODVkYTY4OWM4NjkxNzk5NzY4NzQ2MDU0.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20200908/MDgxZGVmMDU5NGQxM2FkZGQzODVkYTY4OWM4NjkxNzk5NzY4NzQ2MDU0.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1992562","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02272","GPIQ","FWD","CPNQ","161631","AIFD","QQA","02431","WPAI","TCHI","NOCT","SQQQ","02672","NJUL","DQJN","QTOC","CHAT","09999","VUSE","QQQX","NBDS","TARK","NAPR","GK","NJAN","OGIG","AGIX","KOMP","AQGX","FDNI","00699","TQQQ","AIBU","CWC","LCLG","MFIG","NEWZ","BNGE","KWEB","MVPS","TQQY","QQQM","AIQU","ARTY","PBOT","QQQ","QSWN","QID","TECY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670077774","title":"港股异动 | 均胜电子(00699)涨超8% 特斯拉机器人量产提速 公司定位为“汽车+机器人Tier1”","url":"https://stock-news.laohu8.com/highlight/detail?id=2670077774","media":"智通财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2670077774?lang=zh_cn&edition=full","pubTime":"2026-09-28 09:35","pubTimestamp":1790559311,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，均胜电子盘初涨超8%，截至发稿，涨6.29%，报13.01港元，成交额3294.46万港元。国信证券研报指出，均胜电子定位为“汽车+机器人Tier1”，积极布局新兴智能体产业链，打造第二增长曲线。均胜电子还宣布，具身智能业务正加速商业化落地，控制器等产品已为头部机器人公司量产供货。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1501263.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["600699","BK1144","00699"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670424524","title":"特斯拉团队长三角审厂背后：Optimus机器人量产“箭在弦上”？","url":"https://stock-news.laohu8.com/highlight/detail?id=2670424524","media":"中国经营网","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2670424524?lang=zh_cn&edition=full","pubTime":"2026-09-26 03:49","pubTimestamp":1790365759,"startTime":"0","endTime":"0","summary":"备受市场关注的特斯拉Optimus机器人，当下或已进入量产前的关键时刻。公开信息显示，日前，特斯拉机器人相关团队此前已经在上海、杭州、宁波等长三角区域进行开启审厂工作，如有媒体报道称，特斯拉机器人团队在9月16日落地宁波，9月17日开启新一轮针对旗下机器人业务的量产审厂。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609263884351939.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202609263884351939.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["IE00B1BXHZ80.USD","LU0345769128.USD","TLA","IDRV","002050","LU1145028129.USD","SG9999015952.SGD","LU0234572021.USD","LU2462157665.USD","LU2168564495.EUR","LU1328615791.USD","LU1429558221.USD","IE00BWXC8680.SGD","TEST","LU2108987350.USD","LU2750360997.AUD","LU1629891620.HKD","BK4099","LU2471134879.HKD","LU1232071149.USD","LU1914381329.SGD","LU2168564065.EUR","LU1969619763.USD","LU2471134523.USD","TSLS","LU0348723411.USD","IE00BJLML261.HKD","LU1674673691.USD","LU1861559042.SGD","LU0056508442.USD","TESC","TSLG","HK0000914660.USD","BK0264","BK4574","IE00BSNM7G36.USD","LU0320765059.SGD","LU0359202008.SGD","BK0197","LU0820562030.AUD","LU2756315318.SGD","LU1720051017.SGD","BK0188","LU1551013425.SGD","LU1366192091.USD","IE00B19Z8W00.USD","BK4527","LU1655091616.SGD","LU0097036916.USD","LU1066051498.USD","07366","LU2087621335.USD","LU0964807845.USD","LU0323591593.USD","SMOG","SG9999015978.USD","LU0943347566.SGD","LU2063271972.USD","LU2456880835.USD","LU2023250330.USD","IE0034235303.USD","LU2580892862.HKD","LU1551013342.USD","LU1839511570.USD","BK4555","TSLR","LU2326559502.SGD","LU0708995401.HKD","LU2238339852.HKD","LU2420271590.USD","LU2148510915.USD","LU2602419157.SGD","LU0823414478.USD","LU0082616367.USD","BK0130","LU2756315664.SGD","BK4511","BK0070","09766","TSLP","IE00B19Z9505.USD","LU1778281490.HKD","SGXZ49509284.SGD","LU1861558580.USD","BK4534","LU2417539215.USD","LU2298064838.USD","LU2360107168.USD","LU2357305700.SGD","BK4604","LU0359201612.USD","LU0198837287.USD","LU0077335932.USD","LU1066051225.USD","LU1852331112.SGD","TSII","TSLA","TSLO","STSLAmain","LU2750360641.GBP","BK0214","SG9999015945.SGD","LU1023057109.AUD","LU0133085943.USD","TESL","SGXZ81163826.USD","BK4550","LU0345769631.USD","LU0109391861.USD","IE00BK4W5L77.USD","WANT","BK4585","BK0076","LU2328871848.SGD","LU0820561818.USD","LU1064130708.USD","IE00B19Z8X17.USD","LIT","LU0210536198.USD","02050","LU1064131003.USD","TSYY","BK4598","TSL","LU2236285917.USD","TSLI","FDRV","BK4543","BK0196","LU2249611893.SGD","LU2896262040.SGD","BK0061","LU1548497426.USD","CRSH","600699","LU0820561909.HKD","BK4533","LU2213496289.HKD","WATS","SG9999015986.USD","BK4548","LU2580892789.USD","07766","BK0187","LU1066053197.SGD","LU1861215975.USD","LU0316494557.USD","LU2168564222.USD","TSLQ","TSLW","BK0065","TSLY","LU0672654240.SGD","LU0719512351.SGD","LU2471134796.USD","LU1939255532.USD","BK4516","BK0259","LU2290526834.HKD","LU2250418816.HKD","TSDD","TSLT","LU2360106780.USD","LU1720051108.HKD","LU1861220033.SGD","601689","00699","BK4612","TSLL","LU0345770993.USD","LU0689472784.USD","BK0028","BK4581","LU1435385759.SGD","TSLZ","09366","BK0185","BK4551","IE00BK4W5M84.HKD","LU0466842654.USD","LU2168563687.JPY","LU1267930730.SGD","LU2168564149.EUR","BK4588","ELOL","LU0053666078.USD","BK4592","LU1674673428.USD","LU0345770308.USD","HK0000914686.HKD","LU2471134952.CNY","LU0234570918.USD","LU2403377893.USD","LU0823411888.USD","IE00B1XK9C88.USD","LU1066051811.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669224456","title":"海量财经丨特斯拉来审厂，国产机器人的供应商在准备什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=2669224456","media":"海报新闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2669224456?lang=zh_cn&edition=full","pubTime":"2026-09-24 11:44","pubTimestamp":1790221440,"startTime":"0","endTime":"0","summary":"9月中旬后，有关“特斯拉机器人团队落地宁波审厂”一事引发资本市场关注。据九派新闻，从产业链人士处获悉，特斯拉机器人团队已经于上周在拓普集团（601689）、三花智控（002050）、均胜电子（600699）等供应链企业开启审厂工作。上述企业主要供给关节模组、执行器、精密结构件等核心机电部件。产业链人士透露，在审厂之前，这些企业就已经拿到了特斯拉的订单，“只是或多或少的区别”。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609243883536489.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202609243883536489.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU0823414478.USD","FDRV","LU1655091616.SGD","LU0345769631.USD","BK4598","LU0348723411.USD","BK0028","BK4585","LU2403377893.USD","LU1145028129.USD","TESC","BK4588","LU1429558221.USD","07366","601689","TSLG","LIT","LU2108987350.USD","BK4612","ELOL","TSLI","LU2298064838.USD","TSLT","IE00B19Z9505.USD","LU2471134879.HKD","LU0320765059.SGD","LU0466842654.USD","LU1720051017.SGD","LU2326559502.SGD","TSLW","LU0345769128.USD","07766","02050","LU2168563687.JPY","LU2456880835.USD","LU1366192091.USD","LU2580892862.HKD","TSLA","LU2168564222.USD","LU2168564495.EUR","LU0234570918.USD","600699","LU0056508442.USD","BK4550","BK4551","TSLR","LU2471134796.USD","LU0359202008.SGD","LU1023057109.AUD","BK4555","SGXZ49509284.SGD","TESL","LU0719512351.SGD","BK4581","BK0185","LU1861558580.USD","LU1066051498.USD","LU2168564149.EUR","TLA","LU2471134952.CNY","LU0133085943.USD","BK0076","LU2290526834.HKD","TSLS","BK0259","LU0689472784.USD","LU0672654240.SGD","TSII","LU0820561818.USD","TSLY","LU2063271972.USD","BK0070","IE00B1XK9C88.USD","BK0061","LU2238339852.HKD","TEST","LU0082616367.USD","LU0345770308.USD","LU2250418816.HKD","LU2168564065.EUR","LU2750360641.GBP","09766","LU0077335932.USD","LU1551013342.USD","IDRV","BK0065","IE00BSNM7G36.USD","LU1328615791.USD","BK0130","LU1914381329.SGD","LU1435385759.SGD","LU2471134523.USD","LU2756315664.SGD","LU1066053197.SGD","WATS","TSLP","LU0943347566.SGD","LU0198837287.USD","LU2087621335.USD","LU0234572021.USD","LU0823411888.USD","LU1232071149.USD","BK4534","LU2249611893.SGD","LU0359201612.USD","LU2896262040.SGD","LU2023250330.USD","LU2360106780.USD","LU0964807845.USD","BK4548","STSLAmain","TSLQ","BK0264","LU1720051108.HKD","BK0214","LU1939255532.USD","LU1852331112.SGD","TSDD","IE00B19Z8W00.USD","LU0708995401.HKD","LU1064130708.USD","LU2236285917.USD","BK0197","LU1267930730.SGD","LU1674673428.USD","BK4574","SGXZ81163826.USD","LU2417539215.USD","LU0345770993.USD","LU0820562030.AUD","LU2580892789.USD","SG9999015986.USD","LU1066051225.USD","TSL","LU1861215975.USD","LU0053666078.USD","LU1861559042.SGD","IE00BK4W5M84.HKD","LU1551013425.SGD","HK0000914660.USD","BK4527","LU1066051811.HKD","LU0109391861.USD","LU2750360997.AUD","LU2462157665.USD","LU1778281490.HKD","IE00BWXC8680.SGD","SG9999015978.USD","IE0034235303.USD","LU2213496289.HKD","BK4533","LU1839511570.USD","TSYY","LU0316494557.USD","LU1969619763.USD","BK4604","LU1548497426.USD","LU0210536198.USD","LU1674673691.USD","BK4516","BK0187","IE00BK4W5L77.USD","LU2602419157.SGD","LU1064131003.USD","SG9999015945.SGD","LU1861220033.SGD","IE00B19Z8X17.USD","IE00BJLML261.HKD","BK4099","002050","LU2148510915.USD","BK4592","LU0097036916.USD","BK4543","WANT","TSLL","LU2360107168.USD","SMOG","LU2756315318.SGD","TSLO","CRSH","LU1629891620.HKD","BK0196","00699","BK4511","LU2420271590.USD","HK0000914686.HKD","09366","SG9999015952.SGD","IE00B1BXHZ80.USD","TSLZ","BK0188","LU2357305700.SGD","LU2328871848.SGD","LU0323591593.USD","LU0820561909.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669945371","title":"异动快报：均胜电子（600699）9月24日10点36分触及涨停板","url":"https://stock-news.laohu8.com/highlight/detail?id=2669945371","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2669945371?lang=zh_cn&edition=full","pubTime":"2026-09-24 10:45","pubTimestamp":1790217922,"startTime":"0","endTime":"0","summary":"证券之星9月24日盘中消息，10点36分均胜电子（600699）触及涨停板。其所属行业汽车零部件目前上涨。领涨股为众捷股份。该股为汽车黑匣子EDR，汽车零部件，人形机器人概念热股，当日汽车黑匣子EDR概念上涨0.3%，汽车零部件概念上涨0.25%，人形机器人概念上涨0.17%。9月23日的资金流向数据方面，主力资金净流入1.82亿元，占总成交额11.64%，游资资金净流入1373.43万元，占总成交额0.88%，散户资金净流出1.96亿元，占总成交额12.52%。近5日资金流向一览见下表：均胜电子主要指标及行业内排名如下：以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026092400014021.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["600699","BK0196","BK0028","BK0187","BK0214","BK0264","BK0188","BK1144","00699","BK0061","BK0076","BK0130","BK0065"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669545337","title":"均胜电子盘中涨逾9% 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均胜电子（00699）涨6.39%、中际旭创（03308）涨1.26%","url":"https://stock-news.laohu8.com/highlight/detail?id=2669458759","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2669458759?lang=zh_cn&edition=full","pubTime":"2026-09-24 09:56","pubTimestamp":1790215012,"startTime":"0","endTime":"0","summary":"金吾财讯 | 光通信板块局部走高，截至发稿，均胜电子 涨6.39%，京信通信涨5.16%，海光芯正涨2.15%，中际旭创涨1.26%。消息面上，公开资料显示，野村在光通信电芯片专家电话会纪要中指出，2026年1.6TDSP需求预计超过2000万颗，但实际出货量仅为1600万至1700万颗，缺口约300万至400万颗。2027年供需矛盾进一步扩大——需求将攀升至6000万至7000万颗，而供给仅能达到4000万至5000万颗，缺口规模扩大至逾2000万颗。同时，专家明确指出，产能的显著释放要等到2027年下半年。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250110/NmI5OTlmYjAxY2FmOGFlNWZkYjg2NDM0MTE4MzUwMDcw.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/NmI5OTlmYjAxY2FmOGFlNWZkYjg2NDM0MTE4MzUwMDcw.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1992388","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LUMA","LU1206782309.USD","LU2177674079.SGD","LU2399975544.HKD","300308","BK0077","LU0359202008.SGD","BK0076","600699","LU1303224171.USD","LU0052750758.USD","IE00B12V2V27.USD","LU0456827905.SGD","LU1934453819.USD","LU1023057109.AUD","LU0164939612.USD","LU0417516738.SGD","LYTE","FOTO","LU1808992512.USD","BK1147","LU0417516902.SGD","LU1979443071.USD","LU1820825898.SGD","LU0572944931.SGD","BK1537","SIXG","02342","LU2495084118.USD","LU2580892862.HKD","LU1997245094.SGD","LU1064131003.USD","LU1720050803.USD","SGXZ81163826.USD","LU0164865239.USD","BK0061","LU2213484517.USD","03308","LU0348827113.USD","LU0320764599.SGD","01191","BK0214","LU0082770016.USD","BK0070","BK1506","LU0634319403.HKD","91530","IE00BYQNZ168.SGD","00699","LU0348735423.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669843200","title":"均胜电子（600699）9月23日主力资金净买入1.82亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2669843200","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2669843200?lang=zh_cn&edition=full","pubTime":"2026-09-24 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本报讯(记者吴奕萱见习记者王楠)近日，在2026第四届AI定义汽车论坛上，宁波均胜电子股份有限公司(以下简称“均胜电子”)子公司宁波均联智行科技股份有限公司全球AD ...","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tonghuashun_highlight","url":"http://news.10jqka.com.cn/20260922/c680163609.shtml","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://news.10jqka.com.cn/20260922/c680163609.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tonghuashun_highlight","symbols":["BK4585","VTHR","FCLD","BK0264","00699","BK0065","600699","BK0188","159180","CHAT","BK0028","BK0076","QTOC","BK1144","BK0214","VGT","BK0130","ARTY","AGIX","BK0061","BK0196","BK4588","BK0187","AIPO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669191629","title":"特斯拉长三角审厂！人形机器人量产再进一步 融资客超亿元抢筹这6股(名单)","url":"https://stock-news.laohu8.com/highlight/detail?id=2669191629","media":"中金财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2669191629?lang=zh_cn&edition=full","pubTime":"2026-09-22 08:29","pubTimestamp":1790036951,"startTime":"0","endTime":"0","summary":"特斯拉机器人团队已在长三角开启供应链审厂，其人形机器人量产进程持续提速。有机构指出，国产机器人产业链有望与海外供应链形成双向共振，看好行业拐点机会。 “在本次审厂前，这些企业都已经拿到了特斯拉人形机器人的订单，只是或多或少的区别。审厂将对相关产线质量、合规等方面开展评估，通过后将很快开始生产。” 特斯拉第三代人形机器人是其首款面向量产的机型，单机长期目标成本为2万至3万美元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushijujiao/20260922/32377193.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["SGXZ81163826.USD","LU1066051811.HKD","LU2896262040.SGD","IE00B19Z9505.USD","LU0820561909.HKD","BK0264","CRSH","TSLR","LIT","TSL","LU1969619763.USD","TSYY","LU1939255532.USD","LU0345770308.USD","LU1435385759.SGD","IE0034235303.USD","TESL","LU0210536198.USD","HK0000914660.USD","LU2602419157.SGD","LU0097036916.USD","LU1720051108.HKD","BK4548","WATS","TEST","LU0823414478.USD","LU1720051017.SGD","BK4534","LU0943347566.SGD","LU0348723411.USD","LU1066051498.USD","LU2023250330.USD","LU2298064838.USD","07766","LU1861215975.USD","LU1655091616.SGD","LU2168564065.EUR","LU2580892862.HKD","LU1861220033.SGD","FDRV","SG9999015986.USD","LU0109391861.USD","LU2168563687.JPY","LU1232071149.USD","IE00BJLML261.HKD","SGXZ49509284.SGD","WANT","LU0077335932.USD","LU2417539215.USD","LU0345770993.USD","TLA","LU0708995401.HKD","TSLP","09366","LU0466842654.USD","BK0197","00699","BK4533","09766","BK0188","LU0689472784.USD","LU2360106780.USD","LU1674673428.USD","SG9999015945.SGD","TSLG","IE00B1BXHZ80.USD","BK0028","IE00BSNM7G36.USD","BK0076","IE00B1XK9C88.USD","BK4543","SG9999015952.SGD","BK4592","HK0000914686.HKD","LU0316494557.USD","BK4511","LU1674673691.USD","LU1023057109.AUD","LU2108987350.USD","LU2148510915.USD","LU1839511570.USD","LU2471134879.HKD","IE00BK4W5M84.HKD","LU0234570918.USD","LU0345769631.USD","LU0820561818.USD","LU2756315318.SGD","LU1366192091.USD","BK4588","BK0196","601689","TSLT","IE00BK4W5L77.USD","LU0323591593.USD","TSDD","LU2168564495.EUR","LU2471134952.CNY","LU2250418816.HKD","TSLO","LU2580892789.USD","TSLY","BK0259","LU1066051225.USD","LU1267930730.SGD","LU1551013425.SGD","TSLQ","LU2168564222.USD","07366","LU2756315664.SGD","LU0823411888.USD","600699","TSLI","IE00B19Z8X17.USD","LU1064131003.USD","LU1066053197.SGD","ELOL","LU1328615791.USD","LU2087621335.USD","LU2290526834.HKD","TSLS","BK0214","BK0130","LU2238339852.HKD","BK4598","BK4604","LU1629891620.HKD","SG9999015978.USD","LU1551013342.USD","LU2403377893.USD","LU2750360641.GBP","LU0345769128.USD","LU0234572021.USD","LU1861559042.SGD","BK4516","BK4612","LU0359201612.USD","LU1852331112.SGD","BK0185","LU1861558580.USD","BK4550","STSLAmain","LU0964807845.USD","LU2063271972.USD","LU2750360997.AUD","TSII","TSLL","BK4585","IE00B19Z8W00.USD","LU0359202008.SGD","BK4527","LU2471134523.USD","LU1429558221.USD","IDRV","LU2168564149.EUR","LU2328871848.SGD","LU0672654240.SGD","BK0070","LU0056508442.USD","LU1548497426.USD","02050","BK0065","LU2326559502.SGD","LU2213496289.HKD","TSLA","BK4581","LU0082616367.USD","LU0320765059.SGD","LU2471134796.USD","LU0133085943.USD","LU2462157665.USD","LU0820562030.AUD","LU1914381329.SGD","LU0719512351.SGD","LU1145028129.USD","BK4551","LU2357305700.SGD","BK4099","BK4574","LU2360107168.USD","TESC","TSLW","TSLZ","IE00BWXC8680.SGD","LU2236285917.USD","LU2249611893.SGD","LU1778281490.HKD","LU1064130708.USD","BK4555","LU0198837287.USD","LU2420271590.USD","BK0061","BK0187","SMOG","LU2456880835.USD","LU0053666078.USD","002050"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669196664","title":"特斯拉人形机器人量产在即，中国产业链公司迎合作新机遇","url":"https://stock-news.laohu8.com/highlight/detail?id=2669196664","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2669196664?lang=zh_cn&edition=full","pubTime":"2026-09-22 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