---
title: "#外资研报"
topic_id: 14425511155551842
created_at: 2026-09-07T08:18:53.407+0800
source: zsxq
type: topic
cssclasses: zsxq-vault
---

# #外资研报

- 序号：410
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425511155551842)
- 附件：图片 0，音频 0，文档 9
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## 图片

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## 正文

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## 总体总结

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## 文档

### UBS-三花智控-002050-2Q26业绩彰显韧性；液冷及机器人布局持续推进-20260827.pdf

- 状态：failed
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214882811411851/download_url
- 本地资源：_无本地文件_

### UBS-双环传动-002472-2Q26经营有所回暖；AIDC与机器人贡献成长弹性-20260826.pdf

- 状态：failed
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814882811412112/download_url
- 本地资源：_无本地文件_

### UBS-桐昆股份-601233-二季度净利润环比增长22.5％；关注旺季潜在补库存需求-20260826.pdf

- 状态：failed
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/584115188484214/download_url
- 本地资源：_无本地文件_

### UBS-万兴科技-300624-2Q26业绩点评；收入承压，获客渠道转型进行中-20260824.pdf

- 状态：failed
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/584115188488124/download_url
- 本地资源：_无本地文件_

### UBS-小商品城-600415-Q226业绩快评-20260826.pdf

- 状态：failed
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/214882811412111/download_url
- 本地资源：_无本地文件_

### UBS-新洁能-605111-2Q26收入增长提速；管理层积极看待景气上行延续-20260825.pdf

- 状态：failed
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412885811212488/download_url
- 本地资源：_无本地文件_

### UBS-星宇股份-601799-2Q26业绩承压-20260826.pdf

- 状态：failed
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/181554588188552/download_url
- 本地资源：_无本地文件_

### UBS-迈为股份-300751-光伏拖累业绩表现，半导体成长逻辑持续兑现-20260826.pdf

- 状态：failed
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/412885811211888/download_url
- 本地资源：_无本地文件_

### UBS-纽威股份-603699-H126香港NDR纪要：短期逆风持续；造船、LNG及油气领域需求未受影响-20260825.pdf

- 状态：failed
- 错误：401 Client Error: Unauthorized for url: https://api.zsxq.com/v2/files/814882811411882/download_url
- 本地资源：_无本地文件_