Core Viewpoint - The company announced a cash dividend distribution of 0.04 yuan per share, totaling approximately 15.98 million yuan, which was approved at the annual shareholders' meeting on May 22, 2025 [1][3]. Dividend Distribution Details - The cash dividend of 0.04 yuan per share will be distributed to all shareholders registered by the close of trading on June 19, 2025 [3]. - The total cash dividend distribution amounts to 15,982,142.84 yuan, based on a total share capital of 399,553,571 shares [3][7]. - The dividend will be paid out on June 20, 2025, coinciding with the ex-dividend date [3]. Taxation Information - For individual shareholders holding shares for over one year, the dividend income is exempt from personal income tax, resulting in a net cash dividend of 0.04 yuan per share [5]. - For shares held for one year or less, the company will not withhold personal income tax at the time of distribution; however, tax will be calculated based on the holding period when the shares are sold [5]. - QFII shareholders will have a 10% withholding tax applied to their dividends, resulting in a net cash dividend of 0.04 yuan per share after tax [6].

证券代码：600592 证券简称：龙溪股份 公告编号：2025-020 福建龙溪轴承（集团）股份有限公司 2024年年度权益分派实施公告 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： 每股分配比例 A 股每股现金红利0.04元 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放 | | --- | --- | --- | --- | --- | | | | | | 日 | | Ａ股 | 2025/6/19 | － | 2025/6/20 | 2025/6/20 | 差异化分红送转： 否 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 5 月 22 日的2024年年度股东大会审议通过。 二、 分配方案 1. 发放年度：2024年年度 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任 公司上海分公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 3. 分配方案： 本次利润分配以方案实施前的公司总股本399,553, ...

Investment Rating - The report maintains a "Recommended" rating for the humanoid robot industry, indicating that the industry index is expected to outperform the benchmark index by more than 10% [25]. Core Insights - The humanoid robot concept index increased by 2.33% from June 1 to June 6, 2025, outperforming the CSI 300 index by 1.45 percentage points. Year-to-date, the humanoid robot index has risen by 34.13%, surpassing the CSI 300 index by 32.72 percentage points [12][16]. - Significant investments and policy support are being directed towards the humanoid robot industry, with a 5 billion yuan investment fund established in Hubei Province to promote the sector's development [20]. - Major companies are experiencing a surge in orders, with some reporting order growth of up to 200% in the first quarter of 2025 [22]. Summary by Sections Weekly Market Review - From June 1 to June 6, 2025, the humanoid robot concept index rose by 2.33%, outperforming the CSI 300 index by 1.45 percentage points. The year-to-date performance shows a 34.13% increase, exceeding the CSI 300 index by 32.72 percentage points [12][16]. Weekly Hotspots Review Policy News - Hubei Province is accelerating the high-quality development of the humanoid robot industry, aiming to create a nationally influential R&D innovation base. The provincial government emphasizes the importance of integrating AI into production and life [18]. - The establishment of the Guangdong Artificial Intelligence and Robotics Industry Alliance marks a significant step towards industry chain integration and technological advancements [19]. Product Technology Iteration - Amazon is adopting open-source large language models for robot control and is preparing to test humanoid robots for package delivery [21]. - The humanoid robot sector is witnessing a surge in orders, with companies like Yushu Technology and Leju Robotics reporting significant order increases [22]. Investment and Financing - Precision Forging Technology plans to invest 50 million yuan in Wuhan Gelanruo Intelligent Robot Company, acquiring a 10% stake to enhance its position in the humanoid robot supply chain [22]. Key Company Announcements - iFlytek's robot super brain platform covers 90% of domestic intelligent robot manufacturers, indicating a strong market presence [23]. - Longxi Co. is still in the development phase for its humanoid robot joint bearings, highlighting the competitive and rapidly evolving nature of the market [24].

Summary of Longxi Co., Ltd. Conference Call Company Overview - Longxi Co., Ltd. specializes in joint bearings, holding a global market share of over 15% and a domestic market share exceeding 75% [2][5][19] - The company has been recognized for its products used in strategic fields such as the C919 large aircraft and Shenzhou spacecraft, and has received the highest level of certification from the U.S. Navy [2][5][7] Industry Insights - The humanoid robot sector has experienced significant growth, with many stocks doubling or tripling in value from October 2024 to May 2025, but has entered a correction phase since May 2025 [3] - The global bearing market is valued at over 800 billion RMB, with the domestic market exceeding 250 billion RMB [2][10] Key Points on Longxi's Competitive Advantage - Longxi is the only domestic company that self-develops and produces self-lubricating fabric for joint bearings, utilizing PTFE friction pairs, which provides a unique technological edge [4][20] - The company has achieved a significant increase in revenue from joint bearings, growing from 400 million RMB in 2015 to 900 million RMB in 2024, with a projected net profit of 200 million RMB in 2025 [4][24] Humanoid Robot Business Development - Longxi has actively entered the humanoid robot market, achieving over 1 million RMB in revenue in 2025, equivalent to the sale of over 150 sets of joint bearings [6][9] - The company plans to use joint bearings in critical areas such as wrists, ankles, hips, and waist joints, enhancing potential value [6][8] Financial Performance - Longxi's overall revenue has seen rapid growth, particularly since 2018, driven by trade business, while joint bearing revenue has steadily increased [24] - The company's net profit has fluctuated, but the non-recurring net profit has remained stable at over 100 million RMB [24][25] Future Outlook - The company expects a 15% growth in key bearing product revenue in the coming years, supported by demand recovery in military and engineering machinery sectors [25] - Longxi's gross margin for bearing products has improved from 29% in 2015 to 47% in 2023, indicating a strong market position and technological advancement [25] Additional Insights - Longxi's trade business, initiated in 2018, contributes approximately 4 million RMB in net profit annually, enhancing synergy with its main operations [23] - The company has established itself as a core supplier in the humanoid robot supply chain, reflecting its significant investment and achievements in this area [9][21]

Group 1 - The Zhiyuan Robotics' Expedition A2 humanoid robot has achieved four product certifications: China CR, EU CE-MD, EU CE-RED, and US FCC, making it the first humanoid robot globally to hold certifications from these three major regions [1] - The Expedition A2 is designed for interactive services, featuring a height of 170 cm, over 50 degrees of freedom, and advanced safety measures, making it suitable for various applications such as marketing, customer service, and exhibition guidance [1] - The successful certification of the Expedition A2 demonstrates Zhiyuan Robotics' product competitiveness and compliance with the highest global market entry standards, indicating a clear trend towards the development of the humanoid robot industry [1] Group 2 - Bozhong Precision Engineering is a core partner of Zhiyuan Robotics, responsible for the assembly of the Expedition series and the exclusive supplier of Tesla's robotic tooling, benefiting from the increased demand for automation equipment due to Tesla's robot mass production [2] - Longxi Co., Ltd. is a leading manufacturer of joint bearings in China, holding over 75% market share domestically and 15% internationally, with a gross margin exceeding 45%, positioning itself as a key supplier for Zhiyuan Robotics [2]

证券代码：600592 证券简称：龙溪股份 公告编号：2025-019 福建龙溪轴承（集团）股份有限公司 2024年年度股东大会决议公告 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： 本次会议是否有否决议案：无 一、 会议召开和出席情况 (三) 出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： | 1、出席会议的股东和代理人人数 | 561 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 164,860,899 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | 41.2612 | | 份总数的比例（%） | | (四) 表决方式是否符合《公司法》及《公司章程》的规定，大会主持情况等。 本次会议由公司董事会召集，采用现场投票与网络投票相结合的表决方式召开。 (一) 股东大会召开的时间：2025 年 5 月 22 日 (二) 股东大会召开的地点：福建省漳州市龙文区湖滨路 1 号碧湖城市广场 1 号 楼 1607 会议室 公司董事长陈晋辉先生主持 ...

泰和泰（北京）律师事务所 关于福建龙溪轴承（集团）股份有限公司 2024 年年度股东大会 法律意见书 泰和泰证字[2025]LS-01 号 泰和泰（北京）律师事务所 北京市朝阳区东四环中路 56 号远洋国际中心 A 座 12 层 电话：（010）85865151 传真：（010）85861922 邮政编码：100025 泰和泰（北京）律师事务所关于福建龙溪轴承（集团）股份有限公司 2024 年年度股东大会 法律意见书 泰和泰（北京）律师事务所 关于福建龙溪轴承（集团）股份有限公司 2024 年年度股东大会法律意见书 泰和泰证字[2025]LS-01 号 致：福建龙溪轴承（集团）股份有限公司 泰和泰（北京）律师事务所（以下简称"本所"）接受福建龙溪轴承（集团） 股份有限公司（以下简称"公司"）的委托，指派许军利律师、殷庆莉律师对公 司 2024 年年度股东大会（以下简称"本次股东大会"）进行见证，并依据《中 华人民共和国公司法》（以下简称"《公司法》"）、中国证券监督管理委员会 《上市公司股东会规则》（以下简称"《股东会规则》"）、《上海证券交易所 上市公司自律监管指引第 1 号——规范运作》（以下简称"《规范 ...

龙溪股份(600592)今日下跌7.86%，全天换手率20.59%，成交额21.98亿元，振幅10.34%。龙虎榜数据显 示，机构净卖出75.69万元，营业部席位合计净卖出8465.10万元。 上交所公开信息显示，当日该股因日跌幅偏离值达-7.86%上榜，机构专用席位净卖出75.69万元。 具体来看，今日上榜的营业部中，共有2家机构专用席位现身，即买二、卖三，合计买入金额5793.26万 元，卖出金额5868.95万元，合计净卖出75.69万元。 近半年该股累计上榜龙虎榜7次，上榜次日股价平均涨4.47%，上榜后5日平均涨14.34%。 资金流向方面，今日该股主力资金净流出8601.46万元，其中，特大单净流出6910.57万元，大单资金净 流出1690.89万元。近5日主力资金净流入1301.77万元。 业部 卖五 瑞银证券有限责任公司上海浦东新区花园石桥路第二证券营 业部 4505.12 （文章来源：证券时报网） 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交5.46亿元，其中，买入成交额为2.30亿 元，卖出成交额为3.16亿元，合计净卖出8540.80万元。 4月30日公司发布的一季报数据显 ...

福建龙溪轴承（集团）股份有限公司 FUJIAN LONGXI BEARING （GROUP） CO., LTD 二〇二四年年度股东大会 会 议 资 料 福建龙溪轴承（集团）股份有限公司董事会 二〇二五年五月二十二日 二〇二四年年度股东大会资料 | 议 知 | 会 须 | | | 2 | | --- | --- | --- | --- | --- | | 议 议 程 | 会 | | | 4 | | 二○二四年年度股东大会表决方法 | | 5 | | | | 会议材料一：公司 2024 年度董事会工作报告 | | 6 | | | | 会议资料二：公司 2024 年度监事会工作报告 | | | | 14 | | 会议材料三：公司 2024 年度财务决算及 2025 年度财务预算报告 | | | | 21 | | 会议材料四：公司 2024 年度利润分配预案 | | 28 | | | | 会议资料五：公司 2024 年年度报告及其摘要 | | | | 31 | | 会议材料六：关于 2024 年度公司董事、监事薪酬的议案 | | | | 32 | | 会议材料七：关于续聘会计师事务所及报酬事项的议案 | | | | ...

Market Overview - The Shanghai Composite Index fell by 0.40% on May 16, with 15 industries rising, led by the automotive and machinery equipment sectors, which increased by 1.91% and 0.83% respectively [1] - The beauty care and non-bank financial sectors experienced the largest declines, with drops of 1.31% and 1.21% [1] Capital Flow Analysis - The net inflow of capital in the two markets was 307 million yuan, with 14 industries seeing net inflows [1] - The automotive sector had the highest net inflow, amounting to 4.616 billion yuan, while the basic chemical industry saw a net inflow of 1.981 billion yuan with a daily increase of 0.60% [1] Machinery Equipment Sector Performance - The machinery equipment sector rose by 0.83%, with a total net inflow of 1.758 billion yuan [2] - Out of 530 stocks in this sector, 395 stocks rose, including 6 that hit the daily limit, while 113 stocks fell, with 2 hitting the lower limit [2] - The top three stocks with the highest net inflow were: - Rifa Precision Machinery (3.40 billion yuan) - Longxi Co., Ltd. (2.27 billion yuan) - Hezhong Intelligent (1.69 billion yuan) [2] Machinery Equipment Sector Capital Outflow - The top three stocks with the highest net outflow were: - Tuosida (1.699 billion yuan) - Qin Chuan Machine Tool (1.2849 billion yuan) - Daye Co., Ltd. (933.53 million yuan) [4] - The machinery equipment sector had several stocks with significant capital outflows, indicating potential selling pressure [4]