Group 1 - The core transaction involved 449,000 shares of Aikodi, with a total transaction value of 8.4726 million yuan, representing 2.39% of the total trading volume for the day [1] - The transaction price was 18.87 yuan per share, which is a 7% discount compared to the market closing price of 20.29 yuan [1]

Group 1 - The core point of the article is that Aikodi (600933.SH) announced a reduction in shareholding by its shareholder, Lingtou Hong Kong Co., Ltd., and its concerted parties, resulting in a decrease in their ownership percentage from 6.6991% to 5.9561% [1] - The reduction involved the sale of 7.6536 million shares through block trading and competitive bidding from January 15 to January 16, 2026 [1] - Following the equity change, the total number of shares held by Lingtou Hong Kong Co., Ltd. and its concerted parties decreased from 69,009,427 shares to 61,355,818 shares, impacting their stake in the company's total share capital [1]

领拓香港有限公司及其一致行动人保证向本公司提供的信息真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： | 权益变动方向 | 比例增加□ | | 比例减少☑ | | --- | --- | --- | --- | | 权益变动前合计比例 | 6.70% | | | | 权益变动后合计比例 | 5.96% | | | | 本次变动是否违反已作出的承 | 是□ | 否☑ | | | 诺、意向、计划 | | | | | 是否触发强制要约收购义务 | 是□ | 否☑ | | 爱柯迪股份有限公司 关于持股 5%以上股东权益变动触及 1%刻度的 提示性公告 | 证券代码：600933 | 证券简称：爱柯迪 | 公告编号：临 2026-002 | | --- | --- | --- | | 转债代码：110090 | 转债简称：爱迪转债 | | 一、信息披露义务人及其一致行动人的基本信息 1.身份类别 | | □控股股东/实际控制人及其一致行动人 5%以上大股东及其一致行动人 | | --- | --- | | | ☑其他 | | 投 ...

Core Viewpoint - The company Aikodi announced a share reduction plan involving the sale of 7,653,609 shares, decreasing the shareholding percentage from 6.70% to 5.96% [1] Group 1 - The share reduction will be executed by shareholder Lintuo Hong Kong Limited and its concerted parties, Sheng Hong and Guojin Securities, through block trading and bidding [1] - This reduction is part of a previously disclosed plan and has not been fully implemented [1] - The share reduction will not lead to a change in the company's controlling shareholder or actual controller, nor does it violate any relevant regulations [1]

Core Viewpoint - Aikodi experienced a block trade on January 15, with a transaction volume of 3.1691 million shares and a transaction value of 61.4805 million yuan, at a price of 19.40 yuan, which represents a discount of 1.02% compared to the closing price of the day [2] Summary by Categories Block Trade Details - The block trade involved a volume of 3.1691 million shares and a transaction amount of 61.4805 million yuan [2] - The transaction price was set at 19.40 yuan, reflecting a discount of 1.02% relative to the closing price of the day [2] - The buyer's brokerage was an institutional proprietary trading department, while the seller was Dongbei Securities Co., Ltd. Ningbo Branch [2] Stock Performance - Aikodi's closing price on the same day was 19.60 yuan, showing a slight increase of 0.15% [2] - The daily turnover rate was recorded at 0.91%, with a total transaction amount of 175 million yuan [2] - There was a net outflow of 435,600 yuan in main capital throughout the day, and the stock has seen a cumulative decline of 4.16% over the past five days, with a total net outflow of 113 million yuan [2] Margin Trading Data - The latest margin financing balance for Aikodi stood at 338 million yuan, which decreased by 12.7244 million yuan over the past five days, representing a decline of 3.63% [2]

Group 1 - The stock of Aikodi closed at 19.60 yuan on January 15, with a slight increase of 0.15% [1] - A significant block trade occurred, involving a total volume of 3.1691 million shares and a transaction amount of 61.4805 million yuan [1] - The first transaction price was 19.40 yuan, with a premium rate of -1.02%, indicating a slight discount on the trade [1] Group 2 - Over the past three months, Aikodi has recorded only one block trade, with a total transaction amount of 61.4805 million yuan [1] - In the last five trading days, the stock has experienced a cumulative decline of 4.16%, with a net outflow of 119 million yuan from major funds [1]

Group 1 - The core transaction involved 3.1691 million shares of Aikodi, with a total transaction value of 61.4805 million yuan, accounting for 26.04% of the total trading volume on that day [1][2] - The transaction price was 19.4 yuan, which represents a discount of 1.02% compared to the market closing price of 19.6 yuan [1][2] - The buying party was identified as an institutional special account, indicating a significant interest from institutional investors [2]

Core Viewpoint - Aikodi's stock has shown a positive trend with a 1.14% increase year-to-date and a 5.28% increase over the past 20 trading days, indicating a stable performance in the automotive aluminum alloy precision casting sector [1][2]. Group 1: Stock Performance - On January 8, Aikodi's stock price rose by 2.06%, reaching 20.33 CNY per share, with a trading volume of 1.28 billion CNY and a turnover rate of 0.65% [1]. - The company has experienced a net outflow of 329,500 CNY in principal funds, with significant buying and selling activities from large orders [1]. - Over the past five trading days, the stock has increased by 2.32%, and over the past 60 days, it has risen by 2.99% [1]. Group 2: Financial Performance - For the period from January to September 2025, Aikodi achieved a revenue of 5.31 billion CNY, reflecting a year-on-year growth of 6.75%, while the net profit attributable to shareholders was 895 million CNY, up by 20.70% [2]. - The company has distributed a total of 1.77 billion CNY in dividends since its A-share listing, with 782 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, 2025, Aikodi had 29,800 shareholders, a decrease of 11.36% from the previous period, with an average of 32,839 circulating shares per shareholder, which is an increase of 12.82% [2]. - New significant shareholders include Hong Kong Central Clearing Limited, holding 14.66 million shares, and Yongying Advanced Manufacturing Intelligent Selection Mixed Fund A, holding 11.59 million shares [3].

| 证券代码：600933 | 证券简称：爱柯迪 | 公告编号：临 2026-001 | | --- | --- | --- | | 转债代码：110090 | 转债简称：爱迪转债 | | 爱柯迪股份有限公司 关于可转债转股结果暨股份变动的公告 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： 累计转股情况：爱柯迪股份有限公司公开发行可转换公司债券（以下简 称"爱迪转债"）自2023年3月29日起开始转股，截至2025年12月31日，累计共 有369,000元"爱迪转债"转换为公司股份，因转股形成的股份数量为20,142股， 占可转债转股前公司已发行股份总额的0.0023%。 未转股可转债情况：截至2025年12月31日，尚未转股的"爱迪转债"金 额为1,569,631,000元，占"爱迪转债"发行总额的99.9765%。 本季度转股情况：自2025年10月1日至2025年12月31日期间，"爱迪转债" 累计转股金额为人民币1,000元，累计转股股数为56股。 一、可转债发行上市概况 截至 2025 年 12 月 ...

Core Viewpoint - The article discusses the strategic acquisition of 71% stake in Zhuoerbo by Aikodi (600933.SH) for 1.118 billion yuan, highlighting the company's focus on lightweight materials in the automotive and humanoid robot sectors, which are crucial for performance enhancement [3][4]. Group 1: Acquisition and Strategic Direction - Aikodi plans to acquire 71% of Zhuoerbo for 1.118 billion yuan, reflecting a 118.48% premium [3]. - The company is shifting its focus towards humanoid robots, leveraging its expertise in lightweight materials, which are essential for both electric vehicles and robotics [4][5]. - Aikodi has established a subsidiary for robotics and has begun to recruit relevant technical personnel, indicating its commitment to this emerging field [9]. Group 2: Financial Performance - In the first three quarters of 2025, Aikodi achieved a revenue of 5.31 billion yuan, a year-on-year increase of 6.7%, and a net profit of 900 million yuan, up 20.7% [11]. - The gross profit margin reached 30.4%, marking a high point in recent years, contributing to profit growth outpacing revenue growth [14]. - The growth in performance is driven by increased aluminum usage in electric vehicles and the ramp-up of overseas production capacity, particularly in Mexico and Malaysia [16][17]. Group 3: Market Position and Clientele - Aikodi's products are integrated into the supply chains of major global automotive suppliers such as Bosch, Valeo, and Magna, showcasing its technical strength and quality control [7]. - Zhuoerbo, the target of the acquisition, specializes in precision components for micro motors, with clients including Denso and other notable companies, and is expanding into emerging markets like drones and robotics [7].