（文章来源：证券日报） 证券日报网讯 2月26日，建邦科技发布2025年年度业绩快报公告称，公司2025年实现营业收入 780153887.65元，同比增长3.71%；归属于上市公司股东的净利润85313175.23元，同比下降19.90%。 ...

Investment Rating - The report maintains a "Buy" rating for the automotive industry, particularly focusing on humanoid robots and aerospace sectors [2][10]. Core Insights - The humanoid robot market is expected to significantly drive the demand for rotary transformers, with a projected market size of 6.15 billion yuan by 2030 and 47.1 billion yuan by 2035, reflecting a CAGR of 85.9% from 2026 to 2035 [4][27]. - The aerospace sector is also experiencing growth, with satellite launches increasing rapidly, leading to a forecasted rotary transformer market size of 700 million yuan by 2030 and 1.8 billion yuan by 2035, with a CAGR of 22.7% from 2026 to 2035 [5][30]. Summary by Sections 1. Humanoid Robots and Aerospace Driving Rotary Transformer Market - Rotary transformers are well-suited for humanoid robots due to their strong shock resistance and durability, making them ideal for complex operational environments [4][24]. - The market for rotary transformers in humanoid robots is expected to surpass traditional markets, as they replace encoders in robotic joints [27]. 2. Market Performance of Humanoid Robots - The humanoid robot sector is anticipated to see a substantial increase in market size, driven by the need for high reliability and longevity in robotic joints [4][27]. - The report highlights the importance of rotary transformers in enhancing the performance of humanoid robots, particularly in their joints and dexterous hands [27]. 3. Market Performance of Aerospace Sector - The report notes a significant increase in satellite launches, with SpaceX planning to launch 42,000 satellites by 2033, which will boost the demand for rotary transformers in satellite attitude and orbit control systems [5][30]. - The rotary transformer market in the aerospace sector is projected to grow steadily, with increasing applications in satellite systems [30]. 4. Industry Data Tracking - The global rotary transformer market is expected to grow from approximately 4.445 billion yuan in 2024 to 11.851 billion yuan by 2031, with a CAGR of 15.3% from 2025 to 2031 [33]. - The automotive sector's rotary transformer market is projected to grow from 1.334 billion yuan in 2024 to 3.555 billion yuan by 2031 [33]. 5. Company Announcements - The report emphasizes the rapid growth of domestic companies like Yingshuo Technology, which has captured a significant market share in the rotary transformer sector, particularly in the new energy vehicle market [44][61]. - Yingshuo Technology's revenue has shown a CAGR of 176.6% from 2020 to 2022, with a strong focus on the new energy vehicle sector [44][55].

（记者 曾健辉） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前核实。据此操作，风险自担。 每日经济新闻 每经讯，2026年1月22日，北交所上市公司建邦科技（920242，收盘价：31.26元）发生一笔大宗交易，成交价31.26元/股，成交 数量13.65万股，成交金额426.8万元，为平价交易。买入营业部是国泰海通证券股份有限公司河北承德世纪中路营业部，卖出营 业部是西部证券股份有限公司上海世纪大道证券营业部。 ...

建邦科技（920242）1月22日大宗交易平台出现一笔成交，成交量13.65万股，成交金额426.80万元，大 宗交易成交价为31.26元。该笔交易的买方营业部为国泰海通证券股份有限公司河北承德世纪中路营业 部，卖方营业部为西部证券股份有限公司上海世纪大道证券营业部。 | 成交量 | 成交金额 | 成交价格 | 相对当日收 盘价折溢价 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | | | | | | | | （%） | | | | | | | | 国泰海通证券股份有限公 | 西部证券股份有限公司 | | 13.65 | 426.80 | 31.26 | 0.00 | 司河北承德世纪中路营业 | 上海世纪大道证券营业 | | | | | | 部 | 部 | （文章来源：证券时报网） 1月22日建邦科技大宗交易一览 证券时报·数据宝统计显示，建邦科技今日收盘价为31.26元，上涨1.17%，日换手率为1.58%，成交额为 1814.04万元，近5日该股累计上涨1.79%。（数据宝） ...

Core Viewpoint - Jianbang Technology announced a change of address for its wholly-owned subsidiary, Qingdao Kaku Remanufacturing Technology Co., Ltd., due to operational development needs [2] Group 1 - The address change was completed on January 8, 2026, and the necessary business registration procedures have been finalized [2] - The company has obtained a business license issued by the Jiaozhou Administrative Approval Service Bureau [2] - Other business registration items recorded in the business license remain unchanged [2]

Core Viewpoint - Jianbang Technology announced the receipt of an invention patent certificate from the United States Patent and Trademark Office, effective December 31, 2025 [2] Group 1 - The company received a patent certificate, indicating a significant achievement in its innovation efforts [2] - The patent is expected to enhance the company's competitive position in the market [2] - This development may lead to potential new revenue streams for the company in the future [2]

Group 1 - The company, Jianbang Technology, announced the repurchase of 9,000 shares, which represents 0.01% of the total share capital before the repurchase [2] - The total number of shares before the repurchase was 65,823,750, and after the cancellation of the repurchased shares, the total number of shares is now 65,814,750 [2] - The company has completed the cancellation procedures for the repurchased shares with the China Securities Depository and Clearing Corporation Limited Beijing Branch on December 23, 2025 [2]

Group 1 - The company announced that it will hold the fifth extraordinary general meeting of shareholders on December 17, 2025 [1] - The agenda includes several proposals, such as the issuance of convertible bonds to specific targets and the related draft prospectus [1] - The meeting will review the conditions for the issuance of convertible bonds [1]

Group 1 - Chinese Premier Li Qiang will hold a "1+10" dialogue meeting with leaders of major international economic organizations on December 9, focusing on global governance and development [1] Group 2 - On December 9, a total of 9 companies will have their restricted shares unlocked, with a total of 1.13 billion shares and a market value of 12.531 billion yuan based on the latest closing price [2] - Among the companies, Ningbo Yiyang, Wanyuantong, and Juhe Materials have the highest unlock volumes, with 1.06 billion shares, 24.723 million shares, and 20.255 million shares respectively [2] - The companies with the highest unlock market values are Ningbo Yiyang at 9.932 billion yuan, Juhe Materials at 1.081 billion yuan, and Wanyuantong at 812 million yuan [2] Group 3 - On December 9, 14 companies disclosed progress on stock repurchases, with 3 companies announcing new repurchase plans and 4 companies having their plans approved by shareholders [3] - The companies with the highest proposed repurchase amounts are Taihe Intelligent at 2.1629 million yuan, Huayang Racing at 270.6 thousand yuan, and Jianbang Technology at 27.3 thousand yuan [3] - The total number of repurchase plans disclosed is 16, with 5 companies having completed their repurchase plans [3]

Core Viewpoint - The company Jianbang Technology (920242.BJ) plans to issue convertible bonds to specific investors, with a total amount not exceeding 200 million yuan, aimed at funding industrial upgrades and R&D projects in the automotive and robotics sectors [1][2]. Group 1: Convertible Bond Issuance - The convertible bonds will have a face value of 100 yuan each, with a total issuance amount not exceeding 200 million yuan, and a maximum of 2 million bonds to be issued [2]. - The interest rate for the bonds will be determined through a bidding process, with the final rate to be set based on market conditions and company specifics [2]. - The funds raised will be allocated entirely to projects for upgrading non-durable automotive parts and household garden products, as well as R&D for auxiliary intelligent robots and automotive products [2][3]. Group 2: Company Ownership and Control - The issuance of convertible bonds will not change the controlling shareholder or actual controller of the company, maintaining compliance with listing conditions [3]. - As of the date of the prospectus, the controlling shareholder and actual controller is Zhong Yongduo, who holds 50.13% of the shares directly and controls an additional 5.84% indirectly, totaling 55.96% [3]. Group 3: Financial Performance - For the third quarter of 2025, the company reported revenue of 211 million yuan, a decrease of 7.10% year-on-year, and a net profit attributable to shareholders of 22.87 million yuan, down 37.86% [7][8]. - Year-to-date revenue reached 586 million yuan, an increase of 8.99% compared to the same period last year, while net profit attributable to shareholders decreased by 4.46% to 72.28 million yuan [9].