民生证券股份有限公司 持续督导意见 民生证券股份有限公司 重庆丰华（集团）股份有限公司 详式权益变动报告书 之 2025 年第一季度持续督导意见 财务顾问 二〇二五年五月 民生证券股份有限公司 持续督导意见 声 明 关于 2024 年 7 月 26 日，东方鑫源集团有限公司（以下简称"鑫源集团"）与隆 鑫系十三家公司及其管理人签署了《重整投资协议》，约定鑫源集团以 7.45 亿 元的对价受让隆鑫控股有限公司持有的重庆丰华（集团）股份有限公司（以下简 称"丰华股份"或"上市公司"）56,387,350 股股票，占总股本的 29.99%。本次 权益变动完成后，鑫源集团成为上市公司控股股东，龚大兴成为上市公司实际控 制人。 民生证券股份有限公司（以下简称"本财务顾问"）接受鑫源集团的委托， 担任其本次权益变动的财务顾问。根据《上市公司收购管理办法》规定，本财务 顾问自 2024 年 8 月 10 日丰华股份公告《重庆丰华（集团）股份有限公司详式权 益变动报告书》起至本次权益变动完成后 12 个月内对鑫源集团及上市公司履行 持续督导职责。 丰华股份于 2025 年 4 月 29 日披露了 2025 年第一季度报告。根 ...

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： 证券代码：600615 证券简称：丰华股份 公告编号：2025-22 每股转增股份0.2股 ? 相关日期 股份类别 股权登记日 最后交易日 除权（息）日 新增无限售条件流通股份上 市日 Ａ股 2025/5/15 － 2025/5/16 2025/5/16 三、 相关日期 股份类别 股权登记日 最后交易日 除权（息）日 新增无限售条件流通股份上 市日 Ａ股 2025/5/15 － 2025/5/16 2025/5/16 四、 转增股本实施办法 ? 差异化分红送转： 否 一、 通过转增股本方案的股东大会届次和日期 本次转增股本方案经公司2025 年 4 月 18 日的2024年年度股东大会审议通过。 二、 转增股本方案 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。 本次转增股本以方案实施前的公司总股本188,020,508股为基数，以资本公积金向全体股 东每股转增0.2股 ...

重要内容提示： 每股转增股份0.2股 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 新增无限售条件流通股份上市日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/5/15 | － | 2025/5/16 | 2025/5/16 | 证券代码：600615 证券简称：丰华股份 公告编号：2025-22 重庆丰华（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。 差异化分红送转： 否 一、 通过转增股本方案的股东大会届次和日期 本次转增股本方案经公司2025 年 4 月 18 日的2024年年度股东大会审议通过。 二、 转增股本方案 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： 本次转增股本以方案实施前的公司总股本188,020,508股为基数，以资本公积金向全体股 东每股转增0.2股，共计转增 ...

Core Insights - The company Fenghua Co., Ltd. (stock code: 600615) reported a significant increase in revenue and net profit for the first quarter of 2025, indicating strong financial performance [1] Financial Performance - The revenue for the first quarter of 2025 reached 166 million yuan, representing a year-on-year growth of 509.54% [1] - The net profit for the same period was approximately 5.24 million yuan, showing a year-on-year increase of 645.11% [1]

Core Viewpoint - Fenghua Co., Ltd. (600615) experienced a limit-up trading day with a turnover rate of 16.91% and a transaction volume of 454 million yuan, indicating strong market interest and activity [2][3]. Trading Activity - The stock was listed on the Shanghai Stock Exchange's "龙虎榜" due to a price deviation of 10.01%, with a net buying amount of 38.73 million yuan from brokerage seats [2]. - The top five brokerage seats accounted for a total transaction volume of 122 million yuan, with a buying amount of 80.17 million yuan and a selling amount of 41.44 million yuan, resulting in a net buying of 38.73 million yuan [2][3]. - The largest buying brokerage was CITIC Securities Co., Ltd. Zhejiang Branch, with a buying amount of 19.14 million yuan, while the largest selling brokerage was Kaiyuan Securities Co., Ltd. Xi'an Taihua Road Branch, with a selling amount of 11.36 million yuan [2][3]. Recent Performance - Over the past six months, the stock has appeared on the "龙虎榜" six times, with an average price increase of 2.05% the day after being listed and an average decline of 0.26% over the following five days [3]. - On the day of the report, the stock saw a net inflow of 5.03 million yuan in main funds, with a significant inflow of 39.82 million yuan from large orders, while large orders saw a net outflow of 34.79 million yuan [3]. Financial Results - The company reported its 2024 financial results, achieving a total revenue of 189 million yuan, representing a year-on-year growth of 19.54%, and a net profit of 8.76 million yuan, reflecting a year-on-year increase of 106.68% [3].

经公司自查并向控股股东及实际控制人书面发函询证，截至本公告披露 日，公司、控股股东及实际控制人均不存在应披露而未披露的重大信息。 一、股票交易异常波动的具体情况 重庆丰华（集团）股份有限公司（以下简称"公司"）股票于 2025 年 4 月 22 日、4 月 23 日、4 月 24 日连续 3 个交易日内日收盘价格涨幅偏离值累计达到 20%，根据《上海证券交易所交易规则》的有关规定，属于股票交易异常波动的 情形。 二、公司关注并核实的相关情况 1、生产经营情况 经公司自查，公司日常生产经营情况正常，内外部环境未发生重大变化，公 司不存在其他应披露而未披露的重大信息。 证券代码：600615 证券简称：丰华股份 公告编号：临 2025-21 重庆丰华（集团）股份有限公司 股票交易异常波动公告 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： 公司股票于 2025 年 4 月 22 日、4 月 23 日、4 月 24 日连续 3 个交易日内 日收盘价格涨幅偏离值累计达到 20%，根据《上海证券交易所交易规则》的有关 规 ...

关于股价异常波动的复函 截止函复日,除已披露事项外,本人不存在影响你公司股票交易 异常波动的其他重大事项,也不存在涉及你公司的应披露而未披露的 重大信息,包括但不限于重大资产重组、股份发行、重大交易类事项、 业务重组、股份回购、股权激励、破产重整、重大业务合作、引进战 略投资者等重大事项。 特此函复。 特此函复。 关于股价异常波动的复函 重庆丰华(集团)股份有限公司: 你公司《关于股价异常波动的询证函》已收悉,经核实,现就征 询事项回复如下: 重庆丰华(集团)股份有限公司: 你公司《关于股价异常波动的询证函》已收悉,经核实,现就征 询事项回复如下: 截止函复日,除已披露事项外,本公司不存在影响你公司股票交 易异常波动的其他重大事项,也不存在涉及你公司的应披露而未披露 的重大信息,包括但不限于重大资产重组、股份发行、重大交易类事 项、业务重组、股份回购、股权激励、破产重整、重大业务合作、引 进战略投资者等重大事项。 ? ** 实际控制人:龚大兴 2025年04月24日 ...

Group 1 - The A-share robotics concept stocks are experiencing a strong upward trend, with Zhaomin Technology hitting the daily limit and reaching a historical high [1] - Other companies such as Qinchuan Machine Tool, Rihai Intelligent, Fenghua Co., Fangzheng Electric, Xiangyang Bearing, Zhaowei Electromechanical, Jingcheng Co., and Hangchi Qianjin also saw their stocks hit the daily limit, totaling over ten stocks [1]

Core Viewpoint - The robotics sector is experiencing significant growth, driven by advancements in humanoid robots and upcoming events that highlight technological innovations in the industry [1][3][4]. Group 1: Market Performance - A-share robotics stocks surged, with multiple companies hitting the daily limit, including Qin Chuan Machine Tool and Ri Hai Intelligent, while Hong Kong stocks also saw substantial gains, with Horizon Robotics rising over 13% [2][1]. - Notable increases included Wanda Bearings up over 17% and Changsheng Bearings up over 15% [2]. Group 2: Upcoming Events - The first Embodied Intelligent Robot Sports Conference will be held from April 24 to 26 in Wuxi, focusing on technological advancements and industry innovation in robotics [3]. - The event will feature competitions that test robots' perception, adaptability, and decision-making capabilities, showcasing the industry's progress [3]. Group 3: Tesla's Developments - Elon Musk announced significant progress in Tesla's humanoid robot, Optimus, with expectations to produce thousands of units by the end of 2025 and a target of one million units annually by 2030 [4][5]. - Musk emphasized the importance of localizing the supply chain to mitigate risks and highlighted the potential value of companies that can mass-produce useful humanoid robots and autonomous vehicles [5][6]. Group 4: Industry Projections - The humanoid robot market is expected to reach a production value exceeding 4.5 billion yuan in China by 2025, with several manufacturers planning to produce over a thousand units [6][7]. - The global shipment of humanoid robots is projected to reach between 4 million and 10 million units by 2035, with a compound annual growth rate of 70.6% to 84.9% from 2024 to 2035 [7]. Group 5: Competitive Advantages - China's advantages in the humanoid robot sector include strong capabilities in intelligent systems and a manufacturing supply chain that overlaps significantly with the electric vehicle industry [7]. - The integration of technologies from the electric vehicle sector is expected to accelerate the development and reduce costs for humanoid robots, facilitating their large-scale application [7].

Group 1 - The core viewpoint of the article highlights a significant rebound in robotics concept stocks, with several companies reaching their daily limit up [1] - Notable stocks that hit the limit up include Qin Chuan Machine Tool, Rihai Intelligent, Fenghua Shares, and others, indicating strong market interest [1] - Additional stocks such as Wanda Bearings, Changsheng Bearings, and others saw gains exceeding 5%, reflecting a broader positive trend in the sector [1] Group 2 - The first Embodied Intelligent Robot Sports Conference is scheduled to take place from April 24 to 26 in Wuxi City, which may contribute to the increased interest in robotics stocks [1] - Key representatives from companies like Yushu and Xiaomi are expected to participate in discussions, potentially influencing market sentiment [1]