Group 1 - The core viewpoint of the news is that the well-known private equity firm, Chongyang Investment, has conducted research on a listed company, Ningbo Jingda, which specializes in heat exchanger equipment and precision pressure machine equipment, focusing on battery and motor shell stamping equipment [1] - Ningbo Jingda's performance slightly declined in the first half of the year due to international trade factors, but there was a recovery in the second quarter with double-digit year-on-year growth in orders [1] - The company acquired 100% of Wuxi Weiyan, which was consolidated into its financial statements starting in May, leading to a 70% increase in export orders in the first half of the year, with North American orders reaching last year's total [1] Group 2 - Ningbo Jingda has established a joint venture, Germany Jingda Shaola, to introduce advanced technologies such as high-frequency pipe making and rolling machines, promoting import substitution [1] - The microchannel heat exchanger equipment is applied in automotive thermal management, data centers, and hydrogen energy sectors, with clients including BYD, Valeo, and Sanhua [1] - The company is expanding into new directions such as EV, robotics, eVTOL lightweighting, and hydrogen energy, while also focusing on the development of specialized machines for robotics [1]

Group 1 - The industrial mother machine concept stocks opened strong, with Huadong CNC hitting the daily limit up [1] - Other companies such as Huazhong CNC, Haitan Precision, Kede CNC, and Ningbo Jingda also opened high [1]

Group 1 - The industrial mother machine sector showed strong performance on September 2, with stocks such as Huadong CNC, Bojie Co., and Ningbo Jingda reaching the daily limit increase [1] - Notable gainers included Huadong CNC (+10.02% to 11.31), Bojie Co. (+10.00% to 58.08), and Ningbo Jingda (+10.00% to 11.00) [2] - The National Standardization Administration and the Ministry of Industry and Information Technology released a plan to establish a high-quality standard system for industrial mother machines by 2026, aiming to enhance product quality and equipment upgrades [3] Group 2 - In the first half of the year, 21 industrial mother machine concept stocks in the A-share market reported net profits exceeding 10 million, with seven stocks, including AVIC High-Tech and Changying Precision, exceeding 100 million [4] - Huadong CNC, Qiaofeng Intelligent, Genesis, and Guosheng Zhike reported significant year-on-year net profit growth of 140.53%, 56.43%, 47.38%, and 32% respectively [4]

Core Viewpoint - The financial advisor, Shenwan Hongyuan Securities, has been appointed to assist Ningbo Forming Holdings in avoiding a mandatory tender offer for Ningbo Jinda Forming Equipment Co., Ltd. following a non-public issuance of shares that exceeds 30% of the company's issued shares [1][2]. Group 1: Acquisition Details - The acquisition does not trigger a mandatory tender offer as the investor has committed to not transferring the newly issued shares for three years, and the non-associated shareholders approved the exemption at the company's first extraordinary general meeting in 2024 [2]. - The acquisition process has been completed with the issuance of 32,258,064 new shares, bringing the total shares to 502,387,966 [3]. Group 2: Compliance and Governance - During the continuous supervision period, the company and its actual controllers have operated in compliance with the relevant regulations and have not engaged in any actions that would harm the interests of Ningbo Jinda [4][8]. - The company has adhered to its public commitments regarding maintaining the independence of the listed company and avoiding competition with the same industry [4]. Group 3: Future Plans and Operations - There are no plans to change the main business operations of the listed company in the next 12 months, and any necessary adjustments will comply with legal procedures and disclosure obligations [4][5]. - The company does not plan to make significant changes to the current board of directors or senior management, nor does it have plans to modify the company's articles of association that could obstruct control over the company [5][6][7]. - There are no significant adjustments planned for employee hiring or dividend policies during the continuous supervision period [7][8].

申万宏源证券承销保荐有限责任公司 关于 宁波成形控股有限公司 免于发出要约收购宁波精达成形装备股份有限公司 之 2025 半年度持续督导意见 财务顾问 二〇二五年九月 申万宏源证券承销保荐有限责任公司（以下简称"申万宏源承销保荐"、"本 财务顾问"）接受委托，担任宁波成形控股有限公司（以下简称"成形控股"、 "收购人"）免于发出要约收购宁波精达成形装备股份有限公司（以下简称"宁 波精达"、"上市公司"）的财务顾问。 根据《上市公司收购管理办法》第七十一条，"自收购人公告上市公司收购 报告书至收购完成后 12 个月内，财务顾问应当通过日常沟通、定期回访等方式， 关注上市公司的经营情况，结合被收购公司定期报告和临时公告的披露事宜，对 收购人及被收购公司履行持续督导职责"，本财务顾问持续督导期从 2025 年 6 月 10 日开始。 2025 年 8 月 19 日，上市公司披露了 2025 年半年度报告。通过日常沟通，结 合上市公司的2025 年半年度报告，本财务顾问出具 2025 年半年度的持续督导意见。 本意见所依据的文件、书面资料等由收购人与宁波精达提供，收购人与宁波精达 保证对其真实性、准确性和完整性承担全 ...

宁波精达成形装备股份有限公司 2025 年第一次临时股东会资料 宁波精达成形装备股份有限公司 投 票 时 间 为 股 东 大 会 召 开 当 日 的 交 易 时 间 段 ， 即 9:15-9:25,9:30-11:30 ， 现场会议地点：浙江省宁波市江北工业园 C 区金山路 377 号办公大楼五楼会议 室 会议召集人：公司董事会 会议主持人：董事长张旦先生 会议资料 浙江宁波 二零二五年九月 宁波精达成形装备股份有限公司 2025 年第一次临时股东会资料 宁波精达成形装备股份有限公司 2025 年第一次临时股东会资料 宁波精达成形装备股份有限公司 现场会议时间：2025 年 9 月 4 日上午 9:30 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 参会人员：股东及股东代表，公司董事、监事、高管人员及见证律师 一、签到、宣布会议开始 股东及股东代理人同时递交身份证明材料（授权委托书、营业执照复印件、 身份证复印件等）并领取《表决票》 二、会议议案 宁波精达成形装备股份有限公司 2025 年第一次临时股东会资料 三、审议、表决 宁波精达成形装备股份有限公司董事会 二零二五年九月 宁波精达 ...

2025 年第一次临时股东会 会议资料 宁波精达成形装备股份有限公司 2025 年第一次临时股东会资料 宁波精达成形装备股份有限公司 宁波精达成形装备股份有限公司 2025 年第一次临时股东会资料 目录 | 2025 年第一次临时股东会议程 | | 1 | | --- | --- | --- | | 2025 年第一次临时股东会须知 | | 3 | | 2025 年第一次临时股东会议案 | | 5 | | 议案一：关于变更注册资本、取消监事会并修订《公司章程》的议案 | | 5 | | 议案二：股东会议事规则 | | 6 | | 议案三:董事会议事规则 | | 7 | | 议案四：信息披露制度 | | 8 | | 议案五：关联交易管理制度 | | 9 | | 议案六：募集资金管理制度 | | 10 | | 议案七：控股股东及实际控制人行为规范 | | 11 | | 议案八：累积投票制度实施细则 | | 12 | | 议案九：董事和高级管理人员薪酬管理制度 | | 13 | | 议案十：重大事项内部报告制度 | | 14 | 宁波精达成形装备股份有限公司 2025 年第一次临时股东会资料 浙江宁波 二零二五年九 ...

Market Performance - The three major indices experienced an increase during the week of August 18 to August 22, with the Shanghai Composite Index rising by 3.49%, the Shenzhen Component Index by 4.57%, and the ChiNext Index by 5.85% [1][2]. Stock Movements - A total of 11 stocks saw a weekly increase of over 40%, with two stocks increasing by more than 60%. Kosen Technology led with a weekly increase of 61.14%, followed by Garden Shares at 61.09%, and Zhen'an Technology at 53.11% [3][4]. - On the downside, 14 stocks experienced a decline of over 15%, with *ST Gaohong leading the drop at 22.67% [3][4]. Trading Activity - 94 stocks had a turnover rate exceeding 100% during the week, with Guangdong Jianke at the top with a turnover rate of 251.47% [5][6]. - The majority of stocks with high turnover rates belonged to the machinery, electronics, and computer sectors [5]. Capital Flow - The machinery sector faced a net outflow of over 18 billion yuan, while the communication, comprehensive, and media sectors saw net inflows [8]. - ZTE Corporation received the highest net inflow of 7.019 billion yuan, with a weekly increase of 32.21% [9]. Institutional Research - A total of 170 listed companies were researched by institutions, with Desai Xiwai receiving the most attention from 228 institutions [12][14]. - The focus of institutional research was primarily on industrial machinery, electronic components, and electrical equipment sectors [12]. New Institutional Interests - 91 stocks were newly favored by institutions, with eight stocks receiving target prices. For instance, Xinqianglian was rated "Overweight" by Huatai Securities with a target price of 42.00 yuan [15][16][17].

Group 1 - The A-share market showed mixed performance on August 21, with the Shanghai Composite Index rising by 0.44%, while sectors such as agriculture, beauty care, and retail performed well, while machinery and automotive sectors lagged [1] - The machine tool ETF (159663.SZ) decreased by 0.90%, with individual stocks like Ningbo Jingda, Baichu Electronics, Hongya CNC, and Kede CNC showing gains of 2.36%, 1.78%, 1.61%, and 1.29% respectively, while Guojijiangong and Yingweiting saw declines of -5.38% and -3.90% [1] - According to GGII, the humanoid robot market in China is projected to reach 2.158 billion yuan in 2024 and grow to 38 billion yuan by 2030, with a CAGR exceeding 61%, and sales expected to increase from 4,000 units to 271,200 units [1] Group 2 - Xiangcai Securities' report highlights three investment directions in the humanoid robot sector: technological breakthroughs, application scenarios, and global layout, emphasizing the importance of core component localization and AI integration [2] - The industry is expected to exhibit characteristics of hardware standardization, software intelligence, and fragmented application scenarios, with companies capable of full-chain innovation and ecosystem integration leading the growth [2] - The machine tool ETF (159663) closely tracks the China Machine Tool Index, covering key areas in high-end equipment manufacturing, including laser equipment, machine tools, robots, and industrial control equipment, aligning with the new productivity concept emphasizing innovation and industrial upgrading [2]

Group 1 - The A-share market showed mixed performance on August 20, with the Shanghai Composite Index rising by 0.11%, driven by gains in sectors such as non-ferrous metals, food and beverage, and banking, while computer and pharmaceutical sectors faced declines [1] - The machine tool sector demonstrated strength, with the Machine Tool ETF (159663.SZ) increasing by 0.08%. Notable individual stock performances included Zhejiang Haideman rising by 11.14%, Guoji Precision Engineering by 8.61%, and Ningbo Jingda by 4.85% [1] - According to IDC, the global robot market is projected to exceed $400 billion by 2029, with China expected to account for nearly half of this market. In 2024, the global commercial service robot shipment is anticipated to surpass 100,000 units, with delivery and cleaning robots dominating the market [1] Group 2 - Huachuang Securities reports that the humanoid robot industry is rapidly developing due to the open-sourcing of AI large models and the Nvidia Cuda robot ecosystem. The long-term market potential is expected to reach a trillion-dollar scale, with mass production of humanoid robots anticipated to begin around 2025 [1] - The Machine Tool ETF closely tracks the China Machine Tool Index, which encompasses critical segments of the high-end equipment manufacturing sector, including laser equipment, machine tools, robots, and industrial control equipment, reflecting the core of innovation-driven industrial upgrades [2]