Core Insights - The company Jiangsu Wanda Special Bearings Co., Ltd. (Wanda Bearings) has expanded its customer base in the industrial robotics sector to over 100 clients, indicating significant growth potential in this area [1] - The company has signed increasing sales contracts in the industrial robotics field, driven by favorable policies in industrial automation and machine replacement, which are expected to contribute to future revenue growth [1] - Wanda Bearings' main products include forklift bearings and slewing bearings, with the latter being applicable in industrial robotics and other sectors such as engineering machinery and medical devices [1] Financial Performance - As of June 30, 2025, the revenue contribution from slewing bearings was 8.31%, with a gross margin of 43.90%, reflecting a year-on-year increase of 2.63 percentage points [2]

Core Viewpoint - Wanda Bearing (920002) is focusing on the development of its industrial robot business, responding to investor concerns about its progress in this area and highlighting its attention to the growing humanoid robot sector [1][3]. Group 1: Industrial Robot Business Development - The company has expanded its industrial robot client base to over 100, including major clients such as SANY Robotics, KUKA Robotics, and others [1]. - The company anticipates that the demand for industrial robots will become a new growth point for its performance, driven by favorable policies in industrial automation and machine replacement [1]. Group 2: Product Relationship and Market Position - Wanda Bearing's existing products, including forklift bearings and slewing bearings, are widely used in industrial vehicles, and the company is leveraging its technical experience and supply chain resources to enter the industrial robot sector [2]. - The company maintains its focus on the forklift bearing market while also developing new products like slewing bearings to enhance its competitiveness and customer structure [2]. Group 3: Future Development Strategy - The company is closely monitoring the humanoid robot sector and is developing specialized bearings for harmonic reducers, aiming to capture new market opportunities [3]. - Wanda Bearing's strategic plan for the 14th Five-Year Plan period includes expanding into automation and intelligent sectors, diversifying its market reliance, and enhancing its competitive edge through precision manufacturing and customized services [3]. Group 4: Stock Performance - Since 2025, the company's stock price has shown strong performance, reaching a historical high of 235 yuan, with a peak increase of 3.91 times; despite recent pullbacks, the stock has still seen a cumulative increase of 134% this year [4].

Core Insights - Wanda Bearings has disclosed that it has expanded its client base in the industrial robotics sector to over 100 companies, indicating significant growth potential in this area [1] Company Summary - The company has established key partnerships with major clients in the industrial robotics field, including SANY Robotics Technology Co., Ltd., KUKA Robotics (Guangdong) Co., Ltd., Nanjing OMI-MAC Robotics Technology Co., Ltd., Hangzhou Hikvision Robotics Co., Ltd., and Shenzhen Jingzhi Gaoke Robotics Co., Ltd. [1] - The sales contract amounts in the industrial robotics sector have been consistently increasing in recent years, suggesting a strong demand trajectory [1] - The anticipated growth in demand for industrial robotics is expected to become a new performance growth point for the company in the future [1]

本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、 投资者关系活动类别 □特定对象调研 √业绩说明会 □媒体采访 □现场参观 □新闻发布会 证券代码：920002 证券简称：万达轴承 公告编号：2025-095 江苏万达特种轴承股份有限公司 投资者关系活动记录表 □分析师会议 □路演活动 □其他 二、 投资者关系活动情况 活动时间：2025 年 11 月 7 日（星期五）15:00-16:00 活动地点：公司五楼会议室、价值在线（https://www.ir-online.cn/）网络互动 参会单位及人员：通过网络方式参加公司 2025 年三季度报告业绩说明会的 投资者。 上市公司接待人员：董事长徐群生先生；副董事长徐明先生；董事、总经理 徐飞先生；董事、副总经理顾勤先生；董事、董事会秘书、财务总监吴来林先生； 职工代表董事赵小林先生；保荐代表人黄建飞先生。 三、 投资者关系活动主要内容 本次业绩说明会公司通过网络文字互动交流的方式就投资者关心的问题进 行了回答，主要问题及回复概要如下： 回答：公司现 ...

Core Viewpoint - Wanda Bearing has demonstrated steady growth in its financial performance for the first three quarters of 2025, driven by the recovery in demand for forklift bearings and the expansion of its product offerings in emerging markets [1][2][4]. Financial Performance - For the first three quarters of 2025, the company achieved operating revenue of 268 million yuan, a year-on-year increase of 2.13%, and a net profit attributable to shareholders of 47.7 million yuan, up 5.92% [1]. - The third quarter alone saw revenue of 88.51 million yuan, reflecting a 4.10% year-on-year growth [1]. Business Operations - The main business of Wanda Bearing focuses on the research, production, and sales of forklift bearings and slewing bearings, with key products including various types of forklift bearings and slewing bearings [2]. - The company has established long-term stable partnerships with leading forklift manufacturers, which has supported the growth of its forklift bearing business [2]. Market Trends - The recovery in the forklift market and the increasing penetration of electric forklifts have been significant drivers for the growth of the forklift bearing industry, contributing to Wanda Bearing's sustained performance [2]. - The slewing bearing business has also seen rapid growth, with revenue reaching 14.91 million yuan in the first half of the year, marking a 13.85% increase [3]. Financial Structure - As of the end of the third quarter of 2025, the company's debt-to-asset ratio was 8.68%, a slight decrease from 8.85% at the end of the previous year, indicating a strong financial position [4]. Growth Potential - The company has increased its construction projects by 13.68 million yuan, indicating ongoing capacity expansion plans [5]. - Wanda Bearing is actively expanding into new fields such as forklift steering systems, industrial robots, and automation technologies, while also investing in R&D for core technologies in robot bearings [5]. - Collaborations with universities and a focus on high-end, intelligent product development are part of the company's strategy to enhance its competitive edge in emerging markets [5].

（二）会议召开地点 本次业绩说明会将采用网络远程方式举行，投资者可登录价值在线 （https://www.ir-online.cn/）参与本次季度报告业绩说明会。 证券代码：920002 证券简称：万达轴承 公告编号：2025-094 江苏万达特种轴承股份有限公司 2025 年三季度业绩说明会预告公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、 说明会类型 江苏万达特种轴承股份有限公司（以下简称"公司"）于 2025 年 10 月 28 日在北京证券交易所信息披露平台（www.bse.cn）披露了《2025 年三季度报告》 （公告编号：2025-091），为方便广大投资者进一步了解公司 2025 年三季度经营 业绩情况，加强与投资者的互动交流，公司拟召开 2025 年三季度业绩说明会。 二、 说明会召开的时间、地点 （一）会议召开时间：2025 年 11 月 7 日（星期五） 15:00-16:00。 江苏万达特种轴承股份有限公司 董事会 三、 参加人员 公司董事长：徐群生先生 公司副董事长： ...

关于调整公司第二届董事会提名委员会委员的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 证券代码：920002 证券简称：万达轴承 公告编号：2025-093 江苏万达特种轴承股份有限公司 二、本次调整对公司产生的影响 本次董事会提名委员会委员的调整符合相关法律法规、《公司章程》《董事 会议事规则》及《董事会提名委员会工作细则》的有关规定，本次调整有利于完 善公司治理结构，不会对公司经营产生不利影响 三、备查文件 为保证董事会各专门委员会的正常运作，江苏万达特种轴承股份有限公司 （以下简称"万达轴承"或"公司"）于 2025 年 10 月 27 日召开公司第二届董 事会第七次会议，审议通过了《关于补选公司董事会提名委员会委员的议案》， 现将有关情况公告如下： 一、关于调整公司第二届董事会提名委员会委员的基本情况 因公司原董事陈宝国先生于 2025 年 8 月 5 日辞任第二届董事会董事、提名 委员会委员职务，根据《公司法》《公司章程》以及《北京证券交易所股票上市 规则》的有关规定，公司董事会提名补 ...

第二届董事会第七次会议决议公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、会议召开和出席情况 证券代码：920002 证券简称：万达轴承 公告编号：2025-092 江苏万达特种轴承股份有限公司 （一）会议召开情况 1.会议召开时间：2025 年 10 月 27 日 2.会议召开地点：公司五楼会议室 3.会议召开方式：现场及通讯 4.发出董事会会议通知的时间和方式：2025 年 10 月 16 日以微信方式发出 5.会议主持人：董事长徐群生先生 6.会议列席人员：公司高级管理人员 7.召开情况合法合规的说明： 会议召集、召开、议案审议等方面均符合有关法律、行政法规、部门规章、 规范性文件和《江苏万达特种轴承股份有限公司章程》（以下简称"《公司章程》"） 的规定。 （二）会议出席情况 会议应出席董事 9 人，出席和授权出席董事 9 人。 独立董事邓四二先生因工作原因以腾讯会议方式参与表决。 3.回避表决情况： 本议案不涉及关联交易事项，无需回避表决。 4.提交股东会表决情况： 本议案无需提交股东 ...

Core Points - The China Securities Regulatory Commission's Jiangsu Regulatory Bureau issued a warning letter to Jia Ping for violating stock reduction regulations related to Wanda Bearing [1][3] - Jia Ping, an associated person of the actual controller Xu Fei, sold 1,000 shares of Wanda Bearing on June 19, 2025, without the required 15 trading days' notice [3] - Wanda Bearing, a leading company in the forklift bearing segment, was established from the state-owned Rugao Bearing Factory and went public on May 30, 2024 [3][4] Company Summary - Wanda Bearing specializes in the research, manufacturing, and sales of forklift rolling bearings, precision rotary bearings, and new lightweight alloy turntable bearings [3] - The actual controllers of Wanda Bearing include Xu Qunsheng, Xu Fei, and Xu Ming, with Xu Qunsheng serving as the chairman [4] - In 2024, Xu Qunsheng received a salary of 1.1664 million yuan, while Xu Fei earned 1.0927 million yuan, making them the top two earners in the executive team [4]

Core Points - The article reports that 贾平 received a warning letter from the Jiangsu Securities Regulatory Bureau for failing to timely disclose a significant event and for illegal trading activities [1] Summary by Sections - **Violation Details** - 贾平, as a person acting in concert with 徐飞, the actual controller of Jiangsu Wanda Special Bearings Co., Ltd., sold 1,000 shares of the company on June 19, 2025, which accounted for 0.0031% of the total share capital, amounting to 189,124.00 yuan [1] - The sale was conducted without a pre-disclosure of the reduction plan 15 trading days in advance, violating the regulations set forth in the Interim Measures for the Administration of Shareholders' Reduction of Listed Companies [1] - 贾平 has voluntarily repurchased the reduced shares and submitted the price difference to the company [1] - **Regulatory Action** - The regulatory measure taken was the issuance of a warning letter [1]