证券代码：600114 股票简称：东睦股份 编号：2025-089 东睦新材料集团股份有限公司 NBTM NEW MATERIALS GROUP Co., Ltd. 关于上海富驰高科技股份有限公司取得不动 产权证书的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记 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责任。 近日，东睦新材料集团股份有限公司（以下简称"公司"）控股子公 司上海富驰高科技股份有限公司（以下简称"上海富驰"）收到上海市自 然资源确权登记局颁发的《中华人民共和国不动产权证书》，现将相关情 况披露如下： 一、概述 鉴于上海市宝山区城市规划及建设需要，上海富驰承租的位于逸仙路 4318号内的房屋被宝山区土地储备中心收储。2021年12月30日，公司召开 第七届董事会第十九次会议审议并全票通过了《关于授权上海富驰高科技 股份有限公司办理搬迁相关事项的议案》，同意上海富驰承租的位于上海 市宝山区逸仙路4318号的老厂区搬迁至上海市宝山区罗泾新厂区。 具体 内容 详见 公司 于2022年 1月 1日在 上海 证券 交易 所网 站 （www.sse.com.c ...

Core Points - Shanghai Fuchi High-Tech Co., Ltd., a subsidiary of Dongmu New Materials Group Co., Ltd., has received a property certificate from the Shanghai Natural Resources Rights Registration Bureau [1] - The old factory site of Shanghai Fuchi, located at 4318 Yixian Road, was approved for relocation to a new site in Luojing due to urban planning in Baoshan District [1] - The new property certificate covers two buildings located at 3998 Panjing Road and 1211 Jinshao Road, with a total land area of 65,853.30 square meters and a building area of 66,821.64 square meters [1] - The land is designated as state-owned industrial land, with the usage rights valid from August 25, 2010, to September 27, 2060 [1]

Group 1 - The core viewpoint of the article highlights the financing trends and investment activities within China's powder metallurgy industry, focusing on the purpose of financing and the nature of external investments by representative companies [1][2][10]. - Financing activities of listed companies in the powder metallurgy sector are primarily aimed at expanding production lines and supplementing working capital, with most financing conducted through private placements [1][10]. - Significant financing events include Tianxuan New Materials raising 22.97 million RMB for high-performance carbon-ceramic brake disc projects and Shandong Weida raising 1.55 million RMB for expanding automated assembly workshops for new energy storage [1][10]. Group 2 - Representative companies in the powder metallurgy industry are actively engaging in external investments, primarily for extending their industrial chain by establishing subsidiaries [2][9]. - Notable external investments include Anhui Hengjun Powder Metallurgy investing 3 million RMB in Wuhu Junzhuo New Energy Materials Co., focusing on new material technology research and metal material manufacturing [3][9]. - Other investments involve companies like Antai Technology and Mingyang Technology, which are diversifying their business operations and enhancing their technological capabilities through strategic investments [9][10]. Group 3 - The overall investment and financing events in the powder metallurgy industry are characterized as strategic financing, with a relatively low frequency of transactions [10][11]. - As of June 2025, the financing events include various rounds, with angel/seed rounds accounting for 29%, A rounds approximately 24%, and strategic financing making up about 41% of the total [12][10]. - The industry has seen limited merger and acquisition activities, primarily involving larger listed companies acquiring medium-sized powder metallurgy firms [15][10].

Core Viewpoint - Dongmu Co., Ltd. has shown significant stock performance with a year-to-date increase of 104.47%, despite a recent decline in the last five trading days [1] Financial Performance - For the first half of 2025, Dongmu Co., Ltd. achieved a revenue of 2.93 billion yuan, representing a year-on-year growth of 24.51% [2] - The net profit attributable to shareholders for the same period was 261 million yuan, reflecting a year-on-year increase of 37.61% [2] Stock Market Activity - As of September 29, Dongmu's stock price was 32.45 yuan per share, with a market capitalization of 20.49 billion yuan [1] - The stock experienced a trading volume of 2.29 billion yuan and a turnover rate of 1.16% [1] - The net inflow of main funds was 6.88 million yuan, with significant buying activity from large orders [1] Shareholder Information - As of June 30, the number of shareholders decreased by 16.40% to 36,500, while the average circulating shares per person increased by 19.62% to 16,897 shares [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited and new entrants like Southern CSI 1000 ETF [3] Business Overview - Dongmu Co., Ltd. specializes in powder metallurgy structural parts, primarily serving the automotive, home appliance, motorcycle, electric tool, office machinery, and engineering machinery sectors [1] - The revenue composition includes 43.04% from powder pressing, 41.18% from metal injection molding, and 15.16% from soft magnetic composite materials [1]

证券代码：600114 股票简称：东睦股份编号：2025-088 东睦新材料集团股份有限公司 关于提前解除为孙公司提供的部分担保并重新担保的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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责任。 重要内容提示： ● 公司提前解除为连云港富驰智造科技有限公司提供担保的《最高额保证合同》（编号： ZB9413202400000012），解除担保金额为人民币6,000.00万元 ● 公司签订担保合同，被担保人名称：公司孙公司连云港富驰智造科技有限公司 ● 本次担保金额及已实际为其提供的担保余额：本次提供担保最高限额为人民币11,000.00万元，截至本 公告披露日，公司实际为连云港富驰智造科技有限公司提供担保余额为人民币15,500.00万元（本次担保 项下余额为0万元） 2025年9月25日，经东睦新材料集团股份有限公司（以下简称"公司"或"保证人"）与上海浦东发展银行 股份有限公司宁波分行（以下简称"浦发银行"或"债权人"）协商一致，双方同意提前解除于2024年5月6 日签订的编号为ZB9413202400000012的《最 ...

证券日报网讯9月25日晚间，东睦股份（600114）发布公告称，公司及控股子公司未对合并报表外单位 提供担保，且无逾期担保的情形。 ...

证券代码：600114 股票简称：东睦股份 编号：2025-088 东睦新材料集团股份有限公司 NBTM NEW MATERIALS GROUP Co., Ltd. 关于提前解除为孙公司提供的部分担保 并重新担保的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记 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责任。 重要内容提示： 公司提前解除为连云港富驰智造科技有限公司提供担保的《最高额 保证合同》（编号：ZB9413202400000012），解除担保金额为人民币 6,000.00万元 本次担保是否有反担保：否 对外担保逾期的累计数量：无 2025年9月25日，经东睦新材料集团股份有限公司（以下简称"公 司"或"保证人"）与上海浦东发展银行股份有限公司宁波分行（以下简 称"浦发银行"或"债权人"）协商一致，双方同意提前解除于2024年5 月6日签订的编号为ZB9413202400000012的《最高额保证合同》。同日， 公司与浦发银行重新签订了编号为ZB9413202500000049的《最高额保证合 1 证券代码：600114 股票简称：东睦股份 编号：2025 ...

Core Viewpoint - Dongmu New Materials Group Co., Ltd. experienced a 5% decline in stock price, closing at 31.54 CNY per share, with a trading volume of 630 million CNY and a turnover rate of 3.15%, resulting in a total market capitalization of 19.914 billion CNY [1] Company Overview - Dongmu New Materials Group Co., Ltd. is located in Ningbo, Zhejiang Province, established on July 11, 1994, and listed on May 11, 2004. The company specializes in powder metallurgy structural parts, primarily used in the automotive sector (including cars), household refrigeration compressors (air conditioners and refrigerators), motorcycles, power tools, office machinery, and construction machinery [1] - The revenue composition of the main business includes: powder pressing forming 43.04%, metal injection molding 41.18%, soft magnetic composite materials 15.16%, and others 0.61% [1] Fund Holdings - According to data from the top ten holdings of funds, one fund under Huatai-PineBridge has a significant position in Dongmu shares. The fund, Huatai-PineBridge Multi-Strategy Mixed A (017298), reduced its holdings by 9,600 shares in the second quarter, maintaining 235,500 shares, which accounts for 1.98% of the fund's net value, ranking as the fourth-largest holding [2] - The fund was established on June 16, 2023, with a latest scale of 92.7104 million CNY. Year-to-date returns are 7.35%, ranking 6182 out of 8172 in its category; the one-year return is 13.8%, ranking 6463 out of 7995; and since inception, the return is 13.36% [2] Fund Manager Information - The fund managers for Huatai-PineBridge Multi-Strategy Mixed A (017298) are Song Peng and Liu Tong. As of the report, Song Peng has a tenure of 4 years and 30 days, managing a total fund size of 22.899 billion CNY, with the best return during his tenure being 14.81% and the worst being -2.12% [3] - Liu Tong has a tenure of 5 years and 186 days, managing a total fund size of 3.124 billion CNY, with the best return during his tenure being 29.89% and the worst being 0.96% [3]

Group 1 - The core point of the article highlights the recent decline in Dongmu Co., Ltd.'s stock price, which fell by 5.13% to 33.08 CNY per share, with a trading volume of 1.174 billion CNY and a turnover rate of 5.59%, resulting in a total market capitalization of 20.886 billion CNY [1] - Dongmu New Materials Group Co., Ltd. is located in Ningbo, Zhejiang Province, and was established on July 11, 1994. The company was listed on May 11, 2004, and its main business involves powder metallurgy structural parts, primarily used in the automotive sector, household refrigeration compressors, motorcycles, electric tools, office machinery, and construction machinery [1] - The revenue composition of Dongmu Co., Ltd. includes powder pressing forming at 43.04%, metal injection molding at 41.18%, soft magnetic composite materials at 15.16%, and other supplementary sources at 0.61% [1] Group 2 - From the perspective of fund holdings, only one fund under Western Benefit Fund has a significant position in Dongmu Co., Ltd. The Western Benefit CSI 1000 Index Enhanced A (018157) held 235,800 shares in the second quarter, accounting for 0.55% of the fund's net value, making it the sixth-largest holding [2] - The Western Benefit CSI 1000 Index Enhanced A (018157) was established on April 25, 2023, with a current scale of 302 million CNY. Year-to-date, it has achieved a return of 32.12%, ranking 1503 out of 4222 in its category; over the past year, it has returned 74.83%, ranking 1161 out of 3805; and since inception, it has returned 31.75% [2] Group 3 - The fund manager of Western Benefit CSI 1000 Index Enhanced A (018157) is Sheng Fengyan and Zhai Zijian. As of the report, Sheng Fengyan has a tenure of 8 years and 302 days, managing assets totaling 6.336 billion CNY, with the best fund return during his tenure being 184.56% and the worst being -24.88% [3] - Zhai Zijian has a tenure of 1 year and 335 days, managing assets of 1.547 billion CNY, with the best fund return during his tenure being 54.89% and the worst being 42.84% [3]

Summary of Key Points from the Conference Call Industry Overview - The robotics sector has seen an increase, but it remains underperforming compared to the Science and Technology Innovation 50 and ChiNext indices, indicating high cuts and low demand, consistent with the trend of AI industry chain expansion from upstream to downstream applications such as smart vehicles and robotics [1][2][3] Core Insights and Arguments - Tesla's positive signals in early September, including a trillion-dollar compensation target and a plan for one million robot deliveries, have consolidated market consensus and boosted confidence in the robotics sector [1][2] - Global advancements in hardware by companies like Figure and OpenAI, along with domestic breakthroughs by Yushuzhiyuan, indicate that the industry chain expansion and hardware restructuring are entering a stable phase, accelerating application deployment and supply chain mass production [1][3] - The robotics market is expected to see a sustainable uptrend, with more catalysts anticipated in the coming months, particularly in humanoid robotics [2][3][10] Notable Companies and Competitive Landscape - Junsheng Electronics has emerged as a leading supplier of high-value components in Tesla's robotics chain, facing minimal competition [1][4] - Other notable companies include Top Group, Sanhua, Xingquan, Hengbo Technology, Weike Technology, Beite Technology, and Zhejiang Rongtai, each demonstrating strong competitiveness in their respective niches [4] - Dongmu Co., Ltd. leverages powder metallurgy technology to reduce robot costs significantly, with a market share exceeding 40% in the powder metallurgy sector and a strong financial performance [5][6] Financial Performance and Valuation - Dongmu's profits have grown from 200 million RMB two years ago to an expected 600-700 million RMB this year, with projections of reaching 900 million RMB next year, alongside a low valuation and a consistent dividend payout ratio of 64% over 21 years [6][8] Technological Developments - Visual sensors are highlighted as a critical area, with a humanoid robot requiring approximately 23,000 RMB worth of sensors, 30% of which are visual sensors valued at around 7,200 RMB [7][8] - Companies like Obsidian Light and Leisai Intelligent are recognized for their advancements in visual sensor technology, with Obsidian Light showing rapid growth in earnings [8] Market Trends and Future Outlook - The robotics industry is poised for significant growth, particularly driven by Tesla's supply chain catalysts, new product launches, and technological advancements [7][10] - The domestic industry is entering a phase of data and model freezing, with several strategic partnerships and agreements expected to be signed soon [12] Recommendations for Investors - Investors are advised to focus on companies with strong business layouts and competitive advantages, such as Junsheng Electronics, Dongmu, and Obsidian Light, while monitoring their order acquisition and technological strengths to capitalize on future growth opportunities [4][5][6]