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远东股份:子公司12月中标合计30.69亿元项目订单
Xin Lang Cai Jing· 2026-01-05 08:36
远东股份(600869.SH)公告称,公司子公司在2025年12月中标/签约千万元以上合同订单合计为30.69亿 元。 ...
远东股份:子公司2025年12月中标合计30.69亿元项目订单
Mei Ri Jing Ji Xin Wen· 2026-01-05 08:32
每经AI快讯,1月5日,远东股份(600869.SH)公告称,公司子公司在2025年12月中标/签约千万元以上合 同订单合计为30.69亿元。 (文章来源:每日经济新闻) ...
远东股份:12月子公司合计中标30.69亿元项目
Ge Long Hui· 2026-01-05 08:30
公司为智能缆网、智能电池、智慧机场龙头/领跑企业,上述合同订单将对公司未来经营业绩产生积极 影响,但不影响公司业务独立性。 格隆汇1月5日丨远东股份(600869.SH)公布,2025年12月份,公司收到子公司中标/签约千万元以上合同 订单合计为人民币30.69亿元。 ...
优刻得与远东股份、远东电气签署战略合作协议
Core Viewpoint - UCloud has signed a strategic cooperation agreement with Far East Smart Energy Co., Ltd. and Far East Electric Co., Ltd. to leverage their strengths in cloud computing, AI computing power, smart energy, and electrical interconnection [1] Group 1: Strategic Cooperation - The collaboration will focus on deep synergy in multiple dimensions including AIDC infrastructure, IT localization, green energy, and joint investments [1]
中外巨头决战2026!人形机器人核心部件国产化提速,中国产业链领跑全球万亿赛道
Xin Lang Cai Jing· 2025-12-30 11:04
Group 1 - Fenglong Co., Ltd. (002931) is located in Shaoxing, Zhejiang, specializing in precision manufacturing with core businesses in garden machinery, automotive parts, and hydraulic systems. The company has accumulated full-chain production capabilities and multiple patented technologies. By the end of 2025, humanoid robot leader UBTECH will complete its acquisition of a controlling stake in Fenglong, making it UBTECH's first subsidiary listed in A-shares. This acquisition represents a deep industrial synergy, as UBTECH needs mature manufacturing capabilities to support mass production, which Fenglong can provide for core components like joints and transmission systems [1][1][1] - Haoshi Electromechanical (300503) is headquartered in Guangzhou, Guangdong, and is a key player in the core components of humanoid robots, focusing on the research and development of frameless torque motors, harmonic reducers, and six-dimensional torque sensors. The company is a core supplier for Yuzhu Technology, with its components applied in the joint drive systems of quadruped and humanoid robots. Additionally, it has partnered with UBTECH to establish an innovation center for humanoid robots, tackling core technologies like six-dimensional sensors [2][2][2] - Tianqi Co., Ltd. (002009) is based in Wuxi, Jiangsu, and focuses on humanoid robot research in the industrial manufacturing sector, avoiding the C-end household scene. The company has established a joint venture with UBTECH to share core technologies and has built the first automotive working condition robot training base in Wuxi. It has signed long-term agreements with multiple automotive manufacturers, becoming a practical player in the commercialization of humanoid robots [3][3][3] Group 2 - Wuzhou Xinchun (603667) is a leading company in China that has achieved mass production of planetary roller screws, which are critical for the joint transmission of humanoid robots. The company has become an indirect first-level supplier to Tesla's Optimus through Hangzhou Xinjian Transmission, and its products meet international standards. It has also successfully entered the supply chains of major domestic clients like Huawei and ByteDance [4][4][4] - Zhejiang Rongtai (603119) is based in Jiaxing, Zhejiang, originally a leader in new energy vehicle insulation materials and a core supplier to Tesla. Starting in 2025, the company will enhance its humanoid robot business through acquisitions, including the acquisition of Diz Precision, which specializes in ball screws and electric cylinders, core components for humanoid robot joints [5][5][5] - Zhaowei Electromechanical (003021) is headquartered in Shenzhen, Guangdong, and specializes in micro transmission and drive systems, achieving technological breakthroughs in humanoid robot dexterous hands. The company has deeply penetrated the supply chains of leading humanoid robot companies like Tesla and Figure, supplying key components such as dexterous hand modules and micro hollow cup motors [6][6][6] Group 3 - Wolong Electric Drive (600580) is a leading company in the domestic motor sector, with a strong layout in humanoid robot joint power systems. It is the exclusive supplier of frameless torque motors for UBTECH's Walker S2 humanoid robot, which is a core power component for joint operation [7][7][7] - Orbbec (688322) is a domestic leader in the 3D vision field, providing critical visual perception capabilities for robots. The latest dual-camera 3D module it developed is used in UBTECH's Walker S2 humanoid robot, aiding in precise sorting operations in industrial scenarios [8][8][8] - Shangwei New Materials (688585) is based in Shanghai and specializes in high-performance materials. It is the exclusive supplier of adhesives for UBTECH's Walker S2 humanoid robot, providing carbon fiber joint adhesives and lightweight structural materials essential for the robot's stability and lifespan [9][9][9] Group 4 - Mingzhi Electric (603728) focuses on precision motors and motion control, being the only manufacturer globally to achieve mass production of slotless hollow cup motors. These motors are suitable for humanoid robot dexterous hands and finger joints, having been validated by Tesla's Optimus Gen2 [10][10][10] - Zhucheng Technology (301280) specializes in precision connector research and has established a significant presence in the robot industry chain. It is the exclusive supplier of connectors for UBTECH's entire series of humanoid robots, ensuring stable control and signal transmission [11][11][11] - Far East Co., Ltd. (600869) is based in Wuxi, Jiangsu, and provides key supporting components for humanoid robots, including robot cables and batteries. Its cables have been adapted for various joint movements in humanoid robots, and its cylindrical battery packs have been successfully integrated into industrial quadruped robots [12][12][12]
远东股份:控股股东远东控股解除质押310.00万股股
Core Viewpoint - Far East Holdings Group Co., Ltd. has notified the company about the release of part of its pledged shares, indicating a potential shift in the company's financial strategy and shareholder confidence [1] Group 1 - The company announced that on December 26, 2025, it received a notification from its controlling shareholder regarding the release of 3,100,000 shares from pledge [1] - The released shares represent 0.29% of the shares held by the controlling shareholder and 0.14% of the company's total share capital [1] - There are currently no plans to re-pledge the released shares in the future [1]
远东股份(600869) - 关于2022年第一期员工持股计划存续期届满暨终止的公告
2025-12-29 08:45
公司分别于2022年6月、2022年7月、2024年10月召开的第九届董事会第二十八次会 议、2022年第四次临时股东大会、第十届董事会第十五次会议,审议通过了《关于<远东 智慧能源股份有限公司第一期员工持股计划(草案)>及其摘要的议案》、《远东智慧能源 股份有限公司第一期员工持股计划管理办法》、《关于公司第一期员工持股计划延期的议 案》等相关议案,具体内容详见公司在上海证券交易所网站(www.sse.com.cn)披露的 相关公告。 证券代码:600869 股票简称:远东股份 编号:临 2025-108 远东智慧能源股份有限公司 关于 2022 年第一期员工持股计划存续期届满暨终止的公告 公司2022年员工持股计划通过二级市场合计购买公司股票3,169.63万股(占公司总 股本的1.43%),成交总金额18,161.39万元(不含交易费用,下同),成交均价约5.73元/ 股;其中2022年9月通过集中竞价交易方式买入公司股票1,406.69万股(占公司总股本的 0.63%),成交金额8,199.04万元,成交均价约5.83元/股,通过大宗交易方式买入公司股 票1,413.55万股(占公司总股本的0.64%) ...
远东股份(600869) - 关于控股股东部分股份解除质押的公告
2025-12-29 08:45
证券代码:600869 股票简称:远东股份 编号:临 2025-107 远东智慧能源股份有限公司 关于控股股东部分股份解除质押的公告 远东控股及其一致行动人持有公司股份数量为 1,065,884,501 股,占公 司总股本比例为 48.03%;累计质押股份数量(含本次)为 846,630,000 股,占 其持股数量比例为 79.43%。 特此公告。 远东智慧能源股份有限公司董事会 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 12 月 30 日 重要内容提示: 远东控股集团有限公司(以下简称"远东控股")持有远东智慧能源股 份有限公司(以下简称"公司")股份数量为 1,058,453,851 股,占公司总股本 比例为 47.69%;远东控股持有公司股份累计质押数量(含本次)为 846,630,000 股,占其持股数量比例为 79.99%。 2025 年 12 月 29 日,公司接到控股股东远东控股的通知,远东控股办理了 部分股份解除质押业务,具体如下: | 股东名称 | 远东控股 | | --- | --- | ...
远东股份跌2.01%,成交额2.09亿元,主力资金净流出1548.99万元
Xin Lang Cai Jing· 2025-12-26 03:36
Group 1 - The core viewpoint of the news is that Far East Holdings has experienced fluctuations in its stock price, with a year-to-date increase of 64.63% and a recent decline of 2.01% on December 26 [1] - As of December 26, the stock price is reported at 7.82 yuan per share, with a total market capitalization of 17.355 billion yuan [1] - The company has seen significant trading activity, with a net outflow of 15.49 million yuan in principal funds and a notable presence on the trading leaderboard three times this year [1] Group 2 - Far East Holdings operates in the power equipment sector, specifically in cable components and other related areas, and is involved in various concept sectors including nuclear fusion and aerospace [2] - For the period from January to September 2025, the company achieved a revenue of 20.209 billion yuan, reflecting a year-on-year growth of 10.91%, and a net profit of 168 million yuan, which is a substantial increase of 268.86% [2] - The company has distributed a total of 1.083 billion yuan in dividends since its A-share listing, with 155 million yuan distributed over the past three years [3]
远东股份涨2.16%,成交额2.27亿元,主力资金净流出733.12万元
Xin Lang Cai Jing· 2025-12-25 03:48
Group 1 - The core viewpoint of the news is that Far East Holdings has shown significant stock performance, with a year-to-date increase of 69.05% and a recent rise of 5.52% over the last five trading days [1] - As of December 25, the stock price reached 8.03 yuan per share, with a total market capitalization of 17.82 billion yuan [1] - The company has been actively traded, with a net outflow of 7.33 million yuan in main funds and notable trading volumes, including a total buy of 2.40 billion yuan on the last appearance on the leaderboard [1] Group 2 - Far East Holdings operates in the power equipment sector, specifically in cable components and other related areas, and is involved in various concept sectors such as nuclear fusion and aerospace [2] - For the period from January to September 2025, the company reported a revenue of 20.21 billion yuan, reflecting a year-on-year growth of 10.91%, and a net profit of 168 million yuan, which is a substantial increase of 268.86% [2] - The company has distributed a total of 1.08 billion yuan in dividends since its A-share listing, with 155 million yuan distributed over the last three years [3] Group 3 - As of September 30, 2025, the number of shareholders increased by 19.66% to 83,800, while the average circulating shares per person decreased by 16.43% to 26,473 shares [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the third largest, holding 41.16 million shares, an increase of 14.30 million shares from the previous period [3] - New institutional investors include Morgan Emerging Power Mixed A, which holds 18.94 million shares, while some previous shareholders have exited the top ten list [3]