证券日报网讯 2月24日，龙溪股份在互动平台回答投资者提问时表示，公司按规定在定期报告中统一对 外披露股东人数等相关数据，关于公司股东数量请关注后续披露的定期报告。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 2月24日，龙溪股份在互动平台回答投资者提问时表示，公司关节轴承大量出口欧美等四 十多个国家和地区，具体内容详见公司年度报告。 ...

Core Viewpoint - The company announces a change in the quality control reviewer for its financial report and internal control audit for the year 2025, with the new reviewer being Ms. Zhi Caiqin, replacing Mr. Xie Peiren due to work arrangement adjustments [2][6]. Group 1: Change of Quality Control Reviewer - The company received a notification from Rongcheng Accounting Firm regarding the change of the quality control reviewer for the 2025 financial report and internal control audit [2]. - Mr. Xie Peiren was originally appointed as the quality control reviewer, but he has been replaced by Ms. Zhi Caiqin [2]. Group 2: Information on the New Reviewer - Ms. Zhi Caiqin has been a certified public accountant since 2000 and has been involved in auditing listed companies since 2013, joining Rongcheng Accounting Firm in 2019 [3]. - In the past three years, she has signed audit reports for multiple listed and registered companies [3]. Group 3: Integrity and Independence - Ms. Zhi Caiqin has not faced any criminal or administrative penalties, nor disciplinary actions in the past three years, although she received one supervisory measure (warning letter) [4]. - She complies with the independence requirements set forth in the "Code of Ethics for Chinese Certified Public Accountants" [5]. Group 4: Additional Notes - The change in the quality control reviewer is part of normal internal adjustments within the auditing firm, and the transition has been orderly, ensuring no impact on the company's 2025 financial report and internal control audit [6].

证券代码：600592 证券简称：龙溪股份 公告编号：2026-003 福建龙溪轴承（集团）股份有限公司 关于年审会计师事务所变更质量控制复核人的公告 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。 福建龙溪轴承（集团）股份有限公司（以下简称公司）分别于 2025 年 4 月 28 日、2025 年 5 月 22 日召开九届六次董事会及 2024 年年度股东大会，审议通 过《关于续聘会计师事务所及报酬事项的议案》，同意续聘容诚会计师事务所（特 殊普通合伙）（以下简称容诚会计师事务所）为公司 2025 年度财务报告及内部 控制审计机构。具体内容详见公司于 2025 年 4 月 30 日、2025 年 5 月 23 日在上 海证券交易所网站及上海证券报披露的相关公告。 近日，公司收到容诚会计师事务所变更质量控制复核人的通知，现将有关情 况公告如下： 一、质量控制复核人的变更情况 （一）基本信息 支彩琴，2000 年成为中国注册会计师，2013 年开始从事上市公司审计业务， 2019 年开始在容诚会计师事务所执业；近三年签署过多家上 ...

| 姓名 | 离任职务 | 离任时间 | 原定任期 到期日 | 离任原因 | 是否继续在上 市公司及其控 | 具体职务 | 是否存在 未履行完 毕的公开 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 股子公司任职 | （如适用） | 承诺 | | 吴匡 | 董事 | 2026 年 2 | 2027 年 9 月 | 工作岗位 | 否 | 不适用 | 否 | | | | 月 6 日 | 12 日 | 变动 | | | | 证券代码：600592 证券简称：龙溪股份 公告编号：2026-002 福建龙溪轴承（集团）股份有限公司 关于公司董事离任的公告 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。 一、董事离任情况 近期，福建龙溪轴承（集团）股份有限公司（以下简称公司）董事会收到董 事吴匡先生的书面辞职报告，因工作岗位变动，吴匡先生辞去公司董事职务，辞 去董事职务后，吴匡先生不再担任公司其他职务。具体情况如下： 二、董事离任对公司的影响 根据《中华人民 ...

Investment Rating - The report maintains an "Outperform" rating for the industry, indicating expected performance above the market benchmark by over 10% [5][10]. Core Insights - Meta's projected capital expenditure for 2026 is expected to reach between $115 billion and $135 billion, nearly double that of the previous year, driven by AI-enhanced advertising business [17]. - Figure's Helix02 humanoid robot has achieved significant breakthroughs in large models and neural networks, enhancing its applicability in household scenarios [3][18]. - The commercial aerospace sector is experiencing intensified competition for orbital resources, with SpaceX applying to deploy a constellation of up to 1 million satellites, which may accelerate advancements in space traffic management technology [2]. Summary by Sections Key Events - Meta's capital expenditure forecast for 2026 is between $115 billion and $135 billion, significantly exceeding analyst expectations [17]. - Figure has launched the Helix02 humanoid robot, which integrates long-range fine manipulation and motion control through a novel three-layer architecture [18]. - SpaceX is seeking approval to deploy a satellite constellation of up to 1 million satellites, enhancing its computational capabilities for advanced AI [2]. Commercial Aerospace Insights - The limited capacity of near-Earth orbit satellites will intensify competition for orbital resources, leading to a "first-come, first-served" effect [2]. - Long-term investment opportunities in commercial aerospace are promising, particularly in the rocket segment, with a focus on key players like SpaceX and domestic companies such as Landspace and CASIC [2]. Humanoid Robotics Insights - The advancements in Figure's Helix02 are expected to unlock new applications in domestic environments as the versatility of humanoid robots increases [3]. - Investment opportunities in humanoid robotics should focus on companies with strong supply chains and market positioning, such as Hengli Hydraulic and Wison Group [3][8]. AI Infrastructure Insights - Meta's capital expenditure forecast indicates a robust outlook for AI infrastructure, particularly in gas turbine and liquid cooling sectors [4]. - Key investment areas include the gas turbine supply chain and high-value segments in liquid cooling systems [4][8]. Company Profit Forecasts - Several companies are rated "Outperform," including: - Green Harmony (688017.SH) with a projected EPS of 0.67 for 2025 and a PE ratio of 342 [10]. - Huichuan Technology (300124.SZ) with an EPS of 2.06 for 2025 and a PE ratio of 36 [10]. - Hengli Hydraulic (601100.SH) with an EPS of 1.87 for 2024 and a PE ratio of 58 [10].

Investment Rating - The report assigns an "Accumulate" rating for the robotics industry [4]. Core Insights - The report highlights the deepening strategies of overseas giants, with OpenAI entering the robotics field and the acceleration of embodied intelligence in Europe. In China, new products and operational scenarios are flourishing, with breakthroughs in both production scale and data elements. The investment and financing market is robust, leading to an expansion of the robotics supply chain and production capacity [2][3]. Summary by Sections Industry News and Company Dynamics - Optimus is already operational in factories and is expected to begin consumer sales by the end of 2027. CEO Elon Musk confirmed this timeline at the World Economic Forum in Davos, stating that several units are currently performing simple tasks and will be ready for more complex operations soon [6][7]. - Yushutech announced that it exceeded 5,500 units in actual sales of humanoid robots for 2025, with over 6,500 units produced. The company clarified that this figure refers to actual sales delivered to end customers [7]. - Shanghai Jiao Tong University and Jieke Robotics have established a joint research center focused on general intelligent robots, aiming for breakthroughs in core technologies and industrial applications [7]. Investment and Financing Dynamics - The financing demand in the robotics sector is increasing, with Skild AI raising approximately $1.4 billion in funding led by SoftBank and NVIDIA, focusing on developing a general robotic "brain" [9]. - Zhejiang Human Robot Innovation Center completed a Pre-A round financing of 450 million yuan, with a strong lineup of investors, aimed at advancing core technologies and scaling production [9]. - Huari Technology plans to go public in Hong Kong, focusing on machine vision and autonomous mobile robots [9]. Investment Recommendations - The report recommends focusing on both complete robotics manufacturers and core component suppliers. Key recommendations include: 1. Actuators and motors: Recommended companies include Zhaowei Electromechanical, with related companies being Mingzhi Electric and Jiechang Drive. 2. Reducers: Related companies include Ruidi Zhichu and Haoneng Co. 3. Screw components: Recommended company is Hengli Hydraulic, with related companies being Zhejiang Rongtai and Best. 4. Screw equipment: Recommended company is Qin Chuan Machine Tool, with related companies being Rifa Precision and Huachen Equipment. 5. Bearings: Recommended company is Longxi Co. 6. Sensors: Recommended companies include Donghua Testing and Anpeilong, with related companies being Lingyun Co. 7. Complete machines: Related companies include Ubtech and Yijiahe [10][12].

Group 1 - The company stated that its production and operations are normal, and its stock price is influenced by various factors including secondary market fluctuations, industry conditions, and macroeconomic factors [1] - The company emphasizes the protection of minority shareholders' rights and confirms that there are no significant undisclosed matters that should have been disclosed [1] - The company commits to strictly fulfilling its information disclosure obligations if any relevant matters arise [1]

Group 1 - The core viewpoint of the article is that Longxi Co., Ltd. (600592) has indicated that its joint bearing products can be applied in the aerospace sector, but the revenue contribution from the commercial aerospace segment is minimal and has a limited impact on the company's overall performance [1] Group 2 - The company responded to investor inquiries on an interactive platform regarding its product applications [1] - The revenue share from commercial aerospace products is very small, indicating a low significance in terms of financial contribution to the company's operations [1]

Group 1 - The company stated that its joint bearings can be applied in the aerospace sector, but the revenue contribution from commercial aerospace products is minimal and has a limited impact on overall business performance [2] - In recent years, the company has actively expanded into the humanoid robot supporting market; however, due to rapid technological iterations in this field, it is difficult to achieve large-scale support in the short term, resulting in limited contributions to the company's business performance [2]