Core Viewpoint - The company New Coordinates (603040) announced a share reduction plan by its directors and senior management due to personal financial needs, involving a total of up to 108,500 shares, which is approximately 0.0795% of the total share capital [1][2]. Group 1: Share Reduction Details - Director and Vice President Yang Zhijun plans to reduce his holdings by up to 15,000 shares, representing 0.0110% of the total share capital [2][3]. - Director Ren Haiyun intends to reduce his holdings by up to 13,700 shares, accounting for 0.0100% of the total share capital [2][3]. - Secretary of the Board and Vice President Zheng Xiaoling plans to reduce her holdings by up to 69,800 shares, which is 0.0512% of the total share capital [2][3]. - Financial Director Qu Wei aims to reduce his holdings by up to 10,000 shares, representing 0.0073% of the total share capital [3]. Group 2: Historical Context - Previous announcements indicate that several directors and senior management members have completed share reductions in the past year, with some individuals having already executed reductions prior to this announcement [3]. - On May 6, 2025, the company reported that Ren Haiyun and Yang Qiping had completed their share reduction plans, with Ren reducing 18,200 shares and Yang reducing 3,700 shares [3]. - On July 29, 2025, Zheng Xiaoling reported a reduction of 30,000 shares, adhering to her planned reduction schedule [3]. Group 3: Company Performance - For the first three quarters of 2025, New Coordinates achieved a total revenue of 593 million CNY, representing a year-on-year increase of 19.45% [4]. - The net profit attributable to shareholders was 209 million CNY, reflecting a year-on-year growth of 29.41% [4]. - The company's basic earnings per share stood at 1.55 CNY, with a weighted average return on equity of 14.69% [4].

中访网数据 杭州新坐标科技股份有限公司于近日发布公告，公司部分董事及高级管理人员计划减持其 所持有的公司股份。根据公告内容，本次减持计划涉及董事兼副总经理杨志军、董事任海军、副总经理 兼董事会秘书郑晓玲及财务总监瞿薇四位人员。他们合计计划通过集中竞价交易方式减持不超过 108,500股，占公司总股本的比例不超过0.0795%。具体来看，杨志军拟减持不超过15,000股，任海军拟 减持不超过13,700股，郑晓玲拟减持不超过69,800股，瞿薇拟减持不超过10,000股。此次减持的股份来 源均为公司股权激励计划所获授的股份。减持原因系减持主体个人资金需求。减持计划的时间窗口设定 为2026年3月16日至2026年6月16日，减持价格将按照实施时的市场价格确定。公司强调，在窗口期等法 律法规规定不得减持股份的期间，相关人员将不会进行减持操作。公告指出，本次减持计划将根据市场 情况、公司股价等因素决定是否实施以及实施的具体时间、数量和价格，因此存在不确定性。公司表 示，相关减持行为将严格遵守《上市公司股东减持股份管理暂行办法》、《上海证券交易所股票上市规 则》等法律法规及监管要求，并及时履行信息披露义务。 登录新浪 ...

Core Viewpoint - On February 13, there were no announcements of share buybacks, but several companies announced share reductions, indicating a trend of selling among major stakeholders [1][3]. Group 1: Companies Announcing Share Reductions - Zhaolong Interconnect: Directors Song Hongxia and Deputy General Manager Shen Fuliang plan to reduce their holdings by 0.0110% [2][4]. - Gaoc测股份: The controlling shareholder and three directors plan to collectively reduce their holdings by up to 3.19% [2][4]. - ST Yigou: Shareholder Hangzhou Haoyue intends to reduce holdings by no more than 2.5% [2][4]. - Xiandao Jidian: Shareholder Sanlin Wanye plans to reduce holdings by up to 2.05% [2][4]. - Guanghuan Xinwang: The controlling shareholder Baihuida intends to reduce holdings by up to 3% [2][4]. - Chunqiu Electronics: The controlling shareholder Xue Gewen plans to reduce holdings by up to 2% [2][4]. - New Coordinates: Shareholders plan to collectively reduce holdings by up to 0.0795% [2][4]. - Zejing Pharmaceutical: Shareholders plan to collectively reduce holdings by up to 1.0385% [2][4].

经济观察网根据东吴证券2026年2月13日发布的研报，人形机器人行业在2026年进入规模化量产元年， 特斯拉Optimus从实验室走向量产，带动供应链确定性机会。研报将新坐标（603040）列为丝杠环节的 重点关注标的，强调其在机器人降本和技术迭代中的弹性潜力。这一行业趋势可能对新坐标的长期业务 前景产生积极影响。 机构观点 近7天(2026年2月7日至13日)，新坐标股价呈现波动调整态势。截至2月13日14:55，最新价为104.20元， 较2月9日收盘价106.49元累计下跌3.13%，区间振幅达7.00%。同期，汽车零部件板块下跌0.59%，大盘 指数表现疲软(上证指数跌1.19%)，公司股价表现略弱于行业但强于大盘。资金面上，2月13日主力资金 净流入721.04万元，显示短期资金关注度较高。 以上内容基于公开资料整理，不构成投资建议。 新坐标于2026年2月9日召开第六届第二次董事会会议，审议了补选独立董事等议案。此次公司治理变动 属于常规运营事项，对短期股价影响有限。 股票近期走势 ...

Group 1 - RuiLian New Materials reported a total operating revenue of 1.677 billion yuan for 2025, an increase of 14.95% year-on-year, with a net profit of 311 million yuan, up 23.48% year-on-year [1] - China Shenhua's subsidiary, Guoneng Qingyuan Power, successfully put its fourth generator unit into commercial operation, expected to provide approximately 20 billion kWh of clean energy annually [2] - Qijiang Airlines announced a 6.04% year-on-year decline in passenger turnover for January 2026, with a passenger load factor of 84.03%, up 1.61% year-on-year [3] Group 2 - QiZheng Tibetan Medicine reported a total operating revenue of 2.416 billion yuan for 2025, a year-on-year increase of 3.34%, with a net profit of 646 million yuan, up 10.98% year-on-year [5] - QiaoYin Co. announced the termination of its artificial intelligence industry headquarters project due to changes in investment cooperation conditions [6] - New Point Software plans to use 90.81 million yuan of surplus raised funds for new projects, including AI-driven software development [7] Group 3 - High Measurement Co. announced plans for major shareholders and executives to reduce their holdings by up to 3.19% of the company's shares [8] - SAIC Group's subsidiary plans to establish a private equity fund with an initial scale of 2.5 billion yuan, focusing on solid-state batteries and chip localization [9] - Tianqi Lithium announced the resignation of its deputy general manager due to personal career planning [10] Group 4 - ZhongKong Technology reported a total operating revenue of 8.051 billion yuan for 2025, a decrease of 11.90%, with a net profit of 450 million yuan, down 59.70% year-on-year [11] - Spring Airlines reported a 6.28% year-on-year increase in total passenger volume for January 2026, with a total available ton-kilometers of 57,008.37 [12] - Qifan Cable's controlling shareholder reduced its stake by 3% through various trading methods [13] Group 5 - China Chemical signed contracts worth a total of 36.925 billion yuan in January 2026, with significant contracts exceeding 5 billion yuan totaling 11.371 billion yuan [19] - SaiTuo Bio received a CEP certificate for its raw material drug Betamethasone, which is used to treat allergies and autoimmune inflammation [20] - Giant Star Agriculture reported a sales revenue of 649 million yuan from commodity fat pigs in January 2026, with a sales volume of 404,400 pigs [23] Group 6 - Qinglong Pipe Industry's subsidiary won a 146 million yuan pipeline project [24] - Changshan Pharmaceutical announced that some of its products are expected to be selected for national centralized procurement [26] - Yangdian Technology completed the transfer of 12.96% of its shares through an agreement [27] Group 7 - Deepin Technology's investment fund introduced new limited partners and adjusted the capital contributions of some partners [28] - Qingyun Technology plans to pledge 25% of its shares for a loan application of up to 30 million yuan [29] - LaiMei Pharmaceutical reported a 57.20% year-on-year decline in net profit for 2025 [30] Group 8 - YouLiDe reported a 16.88% year-on-year decline in net profit for 2025, with total operating revenue of 1.221 billion yuan, up 7.99% [31] - Warner Pharmaceutical reported a net profit of 241 million yuan for 2025, an increase of 46.95% year-on-year [32] - LianRui New Materials reported a net profit of 293 million yuan for 2025, an increase of 16.42% year-on-year [33] Group 9 - HuaQin Technology expects a 24.28% year-on-year decrease in net profit for 2025, with projected revenue of 1.251 billion yuan, up 9.83% [34] - QiPai Technology's shareholder subscribed for 6.3 million shares, accounting for 5.49% of the total share capital [35] - Qilin Security's shareholders completed their planned share reductions without exceeding the original plan [36] Group 10 - Dameng Data announced the lifting of the detention of its senior vice president, allowing him to resume his duties [37] - Haiyou Engineering won a contract for the "NFPS COMP5" project worth approximately 4 billion USD, with the company's share exceeding 800 million USD [38] - Yatai Group plans to sell 20.81% of its shares in Northeast Securities, pending confirmation of financial statements [39]

证券日报网2月13日讯，新坐标（603040）在接受调研者提问时表示，公司于2017年和2018年设立新坐 标欧洲和新坐标墨西哥两个全资子公司。公司的全球化制造、销售服务体系建设成果显现，新坐标欧洲 和新坐标墨西哥营业收入和盈利能力持续提升，公司海外营业收入也持续提升。商用车、乘用车海外市 场同步发力，这一积极态势不仅体现了国际客户对公司产品的高度认可，更为未来的业绩增长打下坚实 的基础。 ...

重要内容提示： 董事、高级管理人员持股的基本情况 本次减持计划实施前，杭州新坐标科技股份有限公司（以下简称"新坐标" 或"公司"）董事兼副总经理杨志军先生持有公司股份 60,000 股，占公司总股本 0.0440%；董事任海军先生持有公司股份 54,955 股，占公司总股本的 0.0403%； 副总经理兼董事会秘书郑晓玲女士持有公司股份 279,240 股，占公司总股本的 0.2046%；财务总监瞿薇女士持有公司股份 40,000 股，占公司总股本的 0.0293%。 减持计划的主要内容 证券代码：603040 证券简称：新坐标 公告编号：2026-008 杭州新坐标科技股份有限公司 董事、高级管理人员减持股份计划公告 本公司董事会、全体董事及相关股东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。 2 上述减持主体无一致行动人。 二、减持计划的主要内容 | 股东名称 | 杨志军 | | | --- | --- | --- | | 计划减持数量 | 股 不超过：15,000 | | | 计划减持比例 | 不超过：0.0110% | | | 减持方式 ...

杭州新坐标科技股份有限公司 2026 年第一次临时股东会 会议资料 二〇二六年二月 | 2026 | 年第一次临时股东会须知 3 | | --- | --- | | 2026 | 年第一次临时股东会议案 5 | | 议案一 | 关于补选公司第六届董事会独立董事的议案 5 | 2026 年第一次临时股东会会议资料 杭州新坐标科技股份有限公司 2026 年第一次临时股东会议程 现场会议地点：杭州市余杭区仓前街道龙潭路 18 号公司一楼多功能室。 现场会议时间：2026 年 2 月 27 日 14:50。 网络投票时间：采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间 为股东会召开当日的交易时间段，即 9:15-9:25，9:30-11:30，13:00-15:00；通过互联网 投票平台的投票时间为股东会召开当日的 9:15-15:00。 会议主持人：董事长徐纳先生。 会议议程： 2 一、与会人员签到（14:00—14:50）； 二、大会开始，主持人介绍本次股东会现场会议的出席情况； 三、宣读新坐标 2026 年第一次临时股东会会议须知； 四、推选计票人和监票人，宣读议案审议及表决办法； 五、宣读议案 ...

南财智讯2月13日电，新坐标公告，公司董事兼副总经理杨志军、董事任海军、副总经理兼董事会秘书 郑晓玲、财务总监瞿薇拟通过集中竞价交易方式合计减持不超过10.85万股，占公司总股本比例不超过 0.0795%。其中，杨志军拟减持不超过1.5万股（不超过0.0110%），任海军拟减持不超过1.37万股（不 超过0.0100%），郑晓玲拟减持不超过6.98万股（不超过0.0512%），瞿薇拟减持不超过1万股（不超过 0.0073%）。减持期间为2026年3月16日至2026年6月16日，减持价格按市场价格确定。 ...

Core Viewpoint - The humanoid robot sector is expected to gradually converge by 2026, with Tesla's Optimus moving from the laboratory phase to mass production, highlighting the need to focus on mass production certainty and new technological directions for efficiency improvement or significant cost reduction [1][2]. Industry Core Changes - The humanoid robot industry in 2025 saw significant order placements, primarily from government, data collection, and life service scenarios, with companies like Yuzhu, Zhiyuan, and UBTECH leading in shipment volumes [2]. - The prices of core robot components have significantly decreased due to industrial capital support, although there is still room for improvement in precision and lifespan [2]. - The model end has confirmed the correct path for VLA, with some models beginning to show intelligence, but the lack of sufficient data has prevented the formation of a scaling law cycle in the short term [2]. 2026 Strategy Outlook - The successful iteration of Tesla's Optimus is expected to lead to a large-scale production year in 2026, with key focus areas including Tier 1 suppliers, lead screws, and harmonic reducers, as the supply chain enters a contraction phase [3]. - For flexible robot targets, attention should be paid to technological iterations and cost reduction, with key drivers including improvements in dexterous hands, motors, and lightweight materials [3]. Investment Recommendations - For certainty in direction, focus on Tier 1 suppliers such as Sanhua Intelligent Control and Top Group, lead screws from Hengli Hydraulic and Zhejiang Rongtai, and harmonic reducers from Lide Harmonic and Siling Intelligent Drive [4]. - For technological transformation and cost reduction, key companies to watch include Zhaowei Electromechanical and Hanwei Technology for dexterous hands and electronic skin, Hengshuai Co. and Buke Co. for motors, and Hengbo Co. and Xingyuan Zhuomei for lightweight materials [4].