根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人民 共和国证券法》（以下简称"《证券法》"）、《上市公司股权激励管理办法》 （以下简称"《管理办法》"）以及《公司章程》等有关法律法规及规范性文件 的规定，卧龙电气驱动集团股份有限公司（以下简称"公司"）董事会薪酬与考 核委员会对《卧龙电气驱动集团股份有限公司2025年限制性股票激励计划》（以 下简称"《激励计划》"或"本次激励计划"）首次授予的授予条件及激励对象 名单（授予日）进行了核查，现发表核查意见如下： 1、除2名拟激励对象因个人原因自愿放弃公司拟授予其的全部限制性股票外， 本次激励计划首次授予的激励对象与公司2025年第三次临时股东会批准的《激励 计划》中规定的激励对象一致。 2、本次激励计划的激励对象不存在《管理办法》规定的不得成为激励对象 的以下情形： （1）最近12个月内被证券交易所认定为不适当人选； （2）最近12个月内被中国证监会及其派出机构认定为不适当人选； 卧龙电气驱动集团股份有限公司董事会 薪酬与考核委员会关于公司 2025 年限制性股票激励 计划相关事项的核查意见 3、本次激励计划首次授予的激励对象不包括卧龙电驱独立董 ...

证券代码：600580 证券简称：卧龙电驱 公告编号：临 2025-084 卧龙电气驱动集团股份有限公司 关于调整 2025 年限制性股票激励计划首次授予激励 对象名单的公告 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法律责任。 2025 年 11 月 19 日，卧龙电气驱动集团股份有限公司（以下简称"公司"） 召开了九届二十一次临时董事会会议，审议通过了《关于调整 2025 年限制性股 票激励计划首次授予激励对象名单的议案》。根据《上市公司股权激励管理办法》 （以下简称"《管理办法》"）及《卧龙电气驱动集团股份有限公司 2025 年限 制性股票激励计划》（以下简称"《激励计划》"或"本次激励计划"）的相关 规定以及公司 2025 年第三次临时股东会的授权，公司董事会对本次激励计划的 首次授予激励对象名单进行了调整，现将相关事项公告如下： 一、本次激励计划已履行的决策程序和信息披露情况 1、2025 年 09 月 29 日，公司九届十九次临时董事会会议审议通过了《关于 <卧龙电气驱动集团股份有限公司 2025 年限制性股票激励计划（ ...

Market Overview - The electric motor sector experienced a decline of 1.63% on the previous trading day, with Fangzheng Electric leading the drop [1] - The Shanghai Composite Index closed at 3931.05, down 0.4%, while the Shenzhen Component Index closed at 12980.82, down 0.76% [1] Stock Performance - Notable gainers in the electric motor sector included: - Huari Co., Ltd. (300626) with a closing price of 15.02, up 2.32% [1] - Jiangte Electric (002176) closed at 12.26, up 0.66% [1] - Significant decliners included: - Fangzheng Electric (002196) with a closing price of 13.20, down 3.58% [2] - Wolong Electric (600580) closed at 40.52, down 2.81% [2] Trading Volume and Capital Flow - The electric motor sector saw a net outflow of 789 million yuan from main funds, while retail investors contributed a net inflow of 692 million yuan [2][3] - The trading volume for key stocks included: - Jiangte Electric with a trading volume of 2.17 million shares and a transaction value of 271.1 million yuan [1] - Fangzheng Electric with a trading volume of 760,700 shares and a transaction value of 1.025 billion yuan [2] Individual Stock Capital Flow - Jiangte Electric (002176) had a main fund net inflow of 24.96 million yuan, while retail investors had a net outflow of 52.56 million yuan [3] - Other stocks like Micro Light (002801) and Huayang Intelligent (301502) also showed mixed capital flows, with retail investors showing a net inflow despite main fund outflows [3]

卧龙电驱今年以来股价涨187.47%，近5个交易日跌1.59%，近20日跌11.56%，近60日涨16.38%。 今年以来卧龙电驱已经8次登上龙虎榜，最近一次登上龙虎榜为9月18日。 资料显示，卧龙电气驱动集团股份有限公司位于浙江省绍兴市上虞区曹娥街道复兴西路555号;香港湾仔 皇后大道东183号合和中心46楼，成立日期1998年10月21日，上市日期2002年6月6日，公司主营业务涉 及电机及控制、电源电池、光伏储能等,其中电机及控制业务主要分为工业电机及驱动、日用电机及控 制及电动交通。主营业务收入构成为：工业电机及驱动55.80%，日用电机及控制24.21%，风光储氢 7.64%，电动交通4.97%，其他4.96%，其他(补充)2.41%。 11月20日，卧龙电驱盘中下跌2.01%，截至11:14，报40.85元/股，成交12.36亿元，换手率1.92%，总市 值638.13亿元。 资金流向方面，主力资金净流出1.29亿元，特大单买入5814.94万元，占比4.71%，卖出1.19亿元，占比 9.66%；大单买入2.29亿元，占比18.55%，卖出2.97亿元，占比24.04%。 分红方面，卧龙电驱A股 ...

Group 1: Power Equipment Industry Insights - The power equipment sector is expected to see significant growth driven by overseas expansion and advancements in technology, particularly in 800V HVDC systems, with key companies to watch including Sifang Co., Jinpan Technology, and Xuchang Electric [1][36] - The wind power sector is projected to maintain a growth rate of 10%-20% in new installations in 2026, supported by strong order backlogs and stable pricing, with major players like Goldwind Technology and Sany Renewable Energy highlighted [1][39] - The overall profitability of wind turbine manufacturers is recovering, with exports contributing positively to performance, indicating a synchronized recovery in both domestic and international markets [1][39] Group 2: Lithium Battery Industry Trends - The lithium battery supply chain is anticipated to experience a reversal in the downward price trend, with significant profit recovery expected in 2026, particularly for solid-state batteries and large-scale energy storage cells [2][72] - New technologies such as steel-shell batteries and silicon anodes are expected to achieve mass production in 2026, laying the groundwork for widespread application from 2027 to 2030 [2][72] - The electrification transition is driving explosive growth in global energy storage demand, with key companies like CATL and EVE Energy recommended for investment [2][72] Group 3: Photovoltaic Industry Developments - The photovoltaic sector is undergoing supply-side adjustments, with innovations like low-silver and silver-free pastes becoming critical for cost reduction, and the market is expected to see the ramp-up of these technologies in 2026 [3][72] - The profitability of silicon material is recovering, and the industry is gradually expanding into semiconductor fields, indicating a shift in focus for photovoltaic companies [3][72] - Investment opportunities are emerging in new technologies such as solid-state batteries and flexible converters, with companies like Xiamen Tungsten and Wolong Electric Drive highlighted for their potential [3][72] Group 4: Investment Recommendations - The report suggests focusing on companies that are expanding overseas and improving performance, particularly in the lithium battery and wind turbine sectors, with specific recommendations for companies like CATL and Goldwind Technology [3][37] - The anticipated acceleration in capital expenditure in the AIDC sector is expected to benefit domestic power equipment manufacturers, with a focus on companies like Sifang Co. and Jinpan Technology [36][37] - The report emphasizes the importance of monitoring the recovery of pricing and profitability in the wind power sector, particularly for leading companies in the supply chain [39][68]

Core Points - The electric motor sector experienced a decline of 0.69% on the previous trading day, with Sanxie Electric leading the drop [1] - The Shanghai Composite Index closed at 3946.74, up 0.18%, while the Shenzhen Component Index closed at 13080.09, unchanged [1] Electric Motor Sector Performance - Huari Co., Ltd. (300626) saw a closing price of 14.68, with an increase of 2.95% and a trading volume of 248,100 shares, totaling 352 million yuan [1] - Jiangte Electric (002176) closed at 12.18, up 2.18%, with a trading volume of 2,262,900 shares, amounting to 2.778 billion yuan [1] - Bafang Electric (603489) closed at 31.26, up 1.43%, with a trading volume of 59,600 shares, totaling 186 million yuan [1] - The largest decline was seen in Sanxie Electric (920100), which closed at 61.92, down 6.65%, with a trading volume of 18,200 shares, totaling 115 million yuan [2] - Other notable declines included Fangzheng Electric (002196) at 13.69, down 5.26%, and Xiangming Intelligent (301226) at 28.72, down 4.87% [2] Capital Flow Analysis - The electric motor sector experienced a net outflow of 70.30 million yuan from institutional investors and 68.36 million yuan from retail investors, while retail investors saw a net inflow of 139 million yuan [2] - Jiangte Electric (002176) had a net inflow of 214 million yuan from institutional investors, while it faced a net outflow of 27.78 million yuan from retail investors [3] - Wolong Electric (600580) had a net inflow of 123 million yuan from institutional investors, with a net outflow of 53.95 million yuan from retail investors [3]

证券之星消息，11月17日电机板块较上一交易日上涨1.42%，江特电机领涨。当日上证指数报收于 3972.03，下跌0.46%。深证成指报收于13202.0，下跌0.11%。电机板块个股涨跌见下表： 从资金流向上来看，当日电机板块主力资金净流入2.18亿元，游资资金净流出1.3亿元，散户资金净流出 8743.23万元。电机板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600580 | 卧龙电驱 | 2.09亿 | 6.39% | -1142.13万 | -0.35% | -1.97 乙 | -6.04% | | 002176 | 江特电机 | 1.97 Z | 7.22% | -1.19亿 | -4.36% | -7816.14万 | -2.86% | | 603489 八方股份 | | 1696.63万 | 6.55% | -71.69万 | -0.28% | --1624.93万 | ...

Core Viewpoint - Yushu Technology Co., Ltd. plans to submit its IPO application in Q4 2025, marking a significant milestone as the first profitable humanoid robot company globally, which is expected to attract attention to the entire humanoid robot industry chain [1] Shareholding/Investment - Juxing Technology holds shares in Yushu Technology through its subsidiary, ensuring clear equity investment and direct asset appreciation [3] - Jing Shan Light Machine participated in Yushu's early investment through an industrial investment fund, though specific shareholding ratios are not disclosed [3] - Shoukai Co., Ltd. indirectly holds approximately 0.85% of shares through the Jinshi Growth Fund, indicating a relatively high indirect shareholding among A-share listed companies [3] - Jinfat Technology holds 4.77% indirectly through the Jinshi Growth Fund and is a leading chemical materials company with over 60% market share in robot shell materials, reporting a 35.5% revenue growth in H1 2025 [3] - Wolong Electric Drive holds 0.1525% indirectly and has seen a 36.76% net profit increase in H1 2025, with a gross margin of 28% [3] - Other companies like Jingxing Paper and Rongsheng Environmental Protection hold minor indirect stakes, primarily for financial investment [3][4] Core Suppliers - Zhongdali De is the core supplier of planetary reducers, with orders locked at 3.2 billion yuan for 2025, accounting for 36% of Yushu's costs [6] - Changsheng Bearings exclusively supplies self-lubricating bearings with over 80% penetration, expecting 8% of its revenue from robot business in 2025 [6] - Aobi Zhongguang is the sole supplier of 3D vision modules, with a supply ratio of 72% and a doubling of revenue in H1 2025 [6] - Lide Technology provides flexible tactile sensors, breaking the monopoly of Korean companies [6] - Weilan Lithium Core is the core supplier of lithium batteries for Yushu, with an expected 60% supply ratio in 2024 [6] Technical Cooperation Partners - iFLYTEK collaborates on developing the "robot brain," with a leading position in voice recognition and a planned R&D investment of 2.392 billion yuan in 2025 [8] - Lingyun Optical is jointly developing the FZMotion motion capture system, achieving high precision and expected stock price growth of over 200% in 2025 [8] - Zhongke Chuangda provides motion control algorithms and holds 1.86% of shares, with strong adaptability in edge computing modules [8] - Other partners include Shuanglin Co., Ltd. and Shengtong Co., Ltd., focusing on various components and educational collaborations in robotics [8][9]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600580 证券简称：卧龙电驱 公告编号：临2025-081 卧龙电气驱动集团股份有限公司 关于第一大股东部分股份质押解除的公告 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法律责任。 重要内容提示：● ● 股东浙江卧龙舜禹投资有限公司（以下简称"卧龙舜禹"）持有卧龙电气驱动集团股份有限公司（以下 简称"公司"）股份507,358,176股，占公司总股本的32.48%，为公司第一大股东。本次办理部分股份解除 质押后，卧龙舜禹累计质押公司股份15,000,000股，占其持有公司股份总数的2.96%，占公司总股本的 0.96%；卧龙舜禹及其一致行动人累计质押公司股份15,000,000股，占其持有公司股份总数的2.47%，占 公司总股本的0.96%。 公司于2025年11月13日接到股东卧龙舜禹的通知，获悉卧龙舜禹将其质押给中国工商银行股份有限公司 上虞支行的股份办理了质押解除业务，具体事项如下： 一、本次股份质押解除基本情况 ■ 本次股份解除质押如后续用于再质押，公司将按照相 ...

证券日报网讯 11月13日晚间，卧龙电驱发布公告称，公司于2025年11月13日接到股东卧龙舜禹的通 知，获悉卧龙舜禹将其质押给中国工商银行股份有限公司上虞支行的股份办理了质押解除业务，本次解 除质押股份24，000，000股，占其所持股份比例4.73%，占公司总股本比例1.54%。 （文章来源：证券日报） ...