证券代码：603119 证券简称：浙江荣泰 公告编号：2025-084 浙江荣泰电工器材股份有限公司 关于使用部分闲置募集资金进行现金管理到期赎回 并继续进行现金管理的公告 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： 现金管理受托方：杭州银行股份有限公司嘉兴分行、交通银行嘉兴南湖 支行 履行的审议程序：浙江荣泰电工器材股份有限公司（以下简称"公司"） 于 2025 年 2 月 28 日召开的第二届董事会第五次会议、第二届监事会第四次会议， 审议通过了《关于使用部分闲置募集资金进行现金管理的议案》。具体内容详见 公司于 2025 年 3 月 1 日在上海证券交易所网站（www.sse.com.cn）披露的《关 于使用部分闲置募集资金进行现金管理的公告》（公告编号：2025-013）。 特别风险提示：尽管公司本次购买的保本浮动收益型存款产品属于较低 风险理财品种，但金融市场受宏观经济影响较大，不排除该项投资受到市场波动 影响的风险。 一、本次现金管理到期赎回情况 公司使用暂时闲置募集资金向杭州银行股份有限公司嘉 ...

Group 1 - The humanoid robot concept stocks experienced a decline in early trading, with Lixing Co., Ltd. dropping over 10% [1] - Hengshuai Co., Ltd. fell by more than 7%, indicating a broader downturn in the sector [1] - Other companies such as Zhejiang Rongtai, Wuzhou New Spring, and Top Group also saw significant declines [1]

Group 1 - The International Electrotechnical Commission (IEC) has officially released the world's first international standard for industrial 5G, titled "General Requirements for Industrial Network 5G Communication Technology," marking a significant milestone in the integration of 5G and industrial applications [1] - The standard was jointly proposed by China and Germany, with contributions from experts from the United States, France, Japan, and other countries, filling a gap in international standards for industrial 5G [1] - The release of this standard is expected to accelerate the implementation of smart manufacturing and IoT applications, promoting the digital and intelligent transformation of the global manufacturing industry, benefiting the 5G equipment and industrial internet sectors [1] Group 2 - Pony.ai's CEO announced that the company aims to achieve profitability by 2028 or 2029, with plans to operate a fleet of approximately 50,000 autonomous taxis by that time [2] - The planned fleet size indicates the potential for autonomous driving technology to reshape the transportation and logistics industries, which may alleviate investor concerns regarding the industry's cash-burning model and attract long-term capital [2] - Achieving this profitability goal will depend on multiple factors, including technological reliability, cost control, and policy support [2] Group 3 - Lixun's announcement of a strategic cooperation agreement with Zhejiang Rongtai focuses on the development of core components for industrial robots, specifically the rolling body applications of screw components [3] - This collaboration targets a critical segment of the robotics supply chain, reflecting domestic companies' efforts to overcome bottlenecks in key component areas [3] - Breakthroughs in screw technology, as a core component of precision transmission, will directly enhance the accuracy and lifespan of industrial robots, aligning with the urgent demand for high-end equipment in the manufacturing sector [3]

Core Viewpoint - The strategic cooperation agreement between Lixing Co., Ltd. and Zhejiang Rongtai Electric Equipment Co., Ltd. aims to enhance operational efficiency, reduce costs, and expand market share in the field of industrial robot screw rod components [2][3]. Group 1: Strategic Cooperation - Lixing Co., Ltd. and Zhejiang Rongtai have signed a strategic cooperation agreement to collaborate in the application of rolling body components for industrial robots [2]. - The partnership is expected to create a win-win situation and a sustainable development relationship between the two companies [2]. - Both companies possess complementary advantages in the field of screw rod components, with Zhejiang Rongtai focusing on high-temperature insulation mica products and precision screw rod components, while Lixing is a leading global manufacturer of rolling bodies [2][3]. Group 2: Operational Commitments - Zhejiang Rongtai views Lixing as a strategic supplier for rolling bodies and is actively promoting new projects to expand cooperation [3]. - Lixing commits to providing the best cost-performance products to Zhejiang Rongtai under similar conditions and will prepare sufficient inventory based on demand forecasts [3]. - In the event of rising market demand and capacity constraints, Lixing promises to allocate optimal resources to ensure supply for Zhejiang Rongtai [3]. Group 3: Technical Advancements - The cooperation is expected to leverage Lixing's deep technical expertise in precision rolling body manufacturing to provide comprehensive solutions, including lightweight, low noise, wear-resistant, and high-temperature resistant products [3]. - This partnership aligns with the development strategy of both companies and is expected to promote technological advancement and industrial upgrading [3].

Core Viewpoint - The strategic cooperation agreement between Lixing Co., Ltd. and Zhejiang Rongtai aims to enhance operational efficiency, reduce costs, and expand market share in the field of industrial robot screw rod components [1][2]. Group 1: Strategic Cooperation - Lixing Co., Ltd. and Zhejiang Rongtai have signed a strategic cooperation agreement to collaborate in the application of rolling body components in industrial robots [1]. - The partnership is expected to create a win-win situation and sustainable development for both companies [1][2]. - The cooperation will leverage the complementary strengths of both companies, with Zhejiang Rongtai focusing on high-temperature insulation mica products and precision screw rod components, while Lixing is a leading global manufacturer of rolling bodies [1][2]. Group 2: Operational Commitments - Lixing Co., Ltd. will provide Zhejiang Rongtai with the best cost-performance products under similar conditions, ensuring sufficient inventory based on forecasted demand [2]. - The inventory risk will be borne by Lixing Co., Ltd., which will ensure timely responses to Zhejiang Rongtai's needs [2]. - In the context of rising market demand and capacity constraints, Lixing Co., Ltd. commits to supplying optimal resources to meet Zhejiang Rongtai's requirements [2]. Group 3: Technical Advancements - The collaboration aims to promote deep cooperation in rolling body applications for industrial robot screw rod components, focusing on lightweight, low noise, wear-resistant, and high-temperature solutions [2]. - This agreement aligns with the development strategy of Lixing Co., Ltd. and the long-term interests of its shareholders, without significantly impacting the company's financial status or operating performance for the current year [2].

Core Insights - Lixing Co., Ltd. and Zhejiang Rongtai signed a strategic cooperation agreement to enhance collaboration in the field of rolling body applications for industrial robot screw rod components [1][2] - The partnership aims to improve operational efficiency, reduce costs, and expand market share for both companies [1] Company Overview - Lixing Co., Ltd. has developed G5-level ceramic ball technology, providing lightweight, wear-resistant, and high-temperature resistant solutions for robot screw rod components [1] - Lixing has established a joint venture, Shanghai Xinqi Robot, focusing on robot body research and development, and plans to set up another joint venture, Jiyou Lixing, to develop the upstream and downstream robot industry chain [1] Zhejiang Rongtai Overview - Zhejiang Rongtai's main products include high-temperature resistant insulating mica products and precision screw rod components [2] - The company is building a factory in Thailand, expected to start production in Q1 to Q2 of 2026, and has acquired stakes in Diz Precision and Jinli Intelligent Transmission to enhance its core component technology [2] Financial Performance - For the first three quarters of 2025, Lixing Co., Ltd. reported revenue of 814 million yuan, a year-on-year increase of 4.81%, and a net profit of 51.65 million yuan, up 1.83% [2] - Zhejiang Rongtai achieved revenue of 960 million yuan, reflecting an 18.65% year-on-year growth, with a net profit of 203 million yuan, increasing by 22.04% [2]

Core Points - Lixing Co., Ltd. announced a strategic cooperation agreement with Zhejiang Rongtai Electric Equipment Co., Ltd. on November 6, 2025 [2] - The collaboration will focus on the application of rolling elements in key areas such as screw components for industrial robots [2] - The partnership aims to establish a win-win and sustainable development relationship between the two companies [2]

Group 1 - Core viewpoint: Lixing Co., Ltd. has signed a strategic cooperation agreement with Zhejiang Rongtai Electric Equipment Co., Ltd. to collaborate in the application of rolling elements in key areas such as industrial robot screw components, aiming for a win-win and sustainable partnership [1] - Revenue composition for Lixing Co., Ltd. in 2024 is 97.58% from the bearing manufacturing industry and 2.42% from other business revenues [1] - As of the report date, Lixing Co., Ltd. has a market capitalization of 7.1 billion yuan [1]

Core Viewpoint - The signing of the strategic cooperation agreement between Lixing Co., Ltd. and Zhejiang Rongtai Electric Equipment Co., Ltd. marks the establishment of a partnership aimed at collaborative development in the field of rolling body applications for industrial robot screw rod components [1] Group 1: Strategic Cooperation - The agreement signifies a formal strategic partnership between the two companies [1] - The collaboration aims to create a win-win and sustainable development relationship [1] - Both companies will leverage their strengths and share resources for synergistic development [1] Group 2: Technological Advancements - Lixing Co., Ltd. will utilize its deep technical expertise in precision rolling body manufacturing to provide comprehensive solutions [1] - The solutions will focus on lightweight, low noise, wear resistance, and high-temperature resistance for core applications in industrial robot screw rod components [1] - This partnership is expected to contribute to industrial upgrades and technological advancements [1]

（文章来源：第一财经） 力星股份公告，公司与浙江荣泰电工器材股份有限公司签署了《战略合作协议》，双方拟在产业机器人 用丝杆部件等重要领域的滚动体应用开展战略合作。本协议仅为战略合作协议，无需提交公司董事会或 股东大会审议，无需有关部门审批。本协议的签署符合公司发展战略及股东的长远利益，不会对公司本 年度财务状况及经营业绩构成重大影响。 ...