纪要精选｜订单转强，量产前移｜纪要精选晚报

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小鹏汽车订单创下新高，但爬产仍是瓶颈；益诺思和凯莱英把医药研发外包的改善落到订单端；博众精工、春光集团、雅创电子与华润微显示AI硬件景气正向更多环节扩散。机器人供应链进入量产准备，凯德石英和超纯应材推进半导体材料国产替代，虹软ADAS开始量产，国内地产链和大众家电仍偏弱。

Episode metadata supplied by the publisher feed · Published Aug 25, 2026

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纪要精选｜订单转强，量产前移｜纪要精选晚报

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