人形机器人核心关节模组制造企业上海意优智控科技有限公司（以下简称"意优科技"）12月14日发布消 息称，福达股份(603166)携手参股的机器人核心硬件制造企业长坂（扬州）机器人科技有限公司（简 称"长坂科技"），与意优科技正式签署了战略合作协议。 今年3月14日，福达股份与高峰、娄宪芝、扬州星辰制造技术有限公司、扬州瑞祥机器人技术有限公 司、扬州青缸管理咨询合伙企业（有限合伙）签署《关于股权收购及投资的框架协议》，最终获得长坂 科技的35%股权。 当时福达股份表示，长坂科技是一家从事精密传动部件研发制造公司，致力于工业机器人、服务机器人 及智能装备的研发、生产和销售，在精密丝杠产品、专用机床设备领域方面具有较强的能力与经验。福 达股份本次增资及收购标的公司股权，是为加速布局人形机器人、智能装备等领域。 在11月27日举行的2025年第三季度业绩说明会上，福达股份回应关于公司在机器人业务上布局的话题时 表示，公司全自主正向对标开发了行星减速器产品，并通过参股长坂科技拓展反向式行星滚柱丝杠等机 器人精密零部件业务。 依据战略合作协议，三方将致力于推动机器人关节模组技术的深度融合，打造高效且低成本的解决方 案。福 ...

Group 1 - The Robot ETF (562500) has shown strong resilience, quickly recovering from early declines to stabilize at 0.955 yuan, indicating a potential buying opportunity in the market [1] - Notable stocks within the ETF, such as Hongxun Technology, have led gains of over 2%, with other companies like Jingpin Special Equipment and CITIC Heavy Industries also experiencing similar increases [1] - The ETF has seen significant net inflows recently, with large capital accumulation signals appearing in the last five days, reflecting market confidence in the robot sector's value after recent corrections [1] Group 2 - Fuchun Dyeing has achieved a major technological breakthrough in the field of PEEK materials for robotics, launching the world's first high-performance PEEK material system specifically for exoskeleton robots, with stable mass production capabilities [1] - Huaxi Securities highlights that breakthroughs in AI large models are pushing robotics into a new phase of embodied intelligence, with a focus on companies that have clear application scenarios and can quickly implement these technologies, creating opportunities for performance realization and accelerated industrial development [1]

从资金流向上来看，当日汽车零部件板块主力资金净流出6.82亿元，游资资金净流出3.71亿元，散户资金 净流入10.54亿元。汽车零部件板块个股资金流向见下表： 证券之星消息，12月8日汽车零部件板块较上一交易日上涨0.63%，威帝股份领涨。当日上证指数报收于 3924.08，上涨0.54%。深证成指报收于13329.99，上涨1.39%。汽车零部件板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603023 | 威帝股份 | 4.95 | 10.00% | 69.14万 | | 3.36亿 | | 000901 | 航天科技 | 23.35 | 9.99% | 40.81万 | | 9.44亿 | | 301529 | 福赛科技 | 92.29 | 7.50% | 7.32万 | | 6.71亿 | | 002536 | 飞龙股份 | 23.43 | 7.48% | - 43.59万 | | 10.08亿 | | 603166 | 福达股份 | 15.95 ...

Core Viewpoint - The company, Guilin Fuda Co., Ltd., announced the repurchase and cancellation of 558,000 restricted stocks due to unmet performance conditions and the departure of certain incentive targets [2][5][7]. Group 1: Reasons for Repurchase and Cancellation - The repurchase of 408,000 shares is due to seven second-category incentive targets failing to meet the first unlock conditions, specifically the sales revenue target of 25 million yuan for the new energy electric drive gear products, with actual sales reported at 9.63 million yuan [5]. - An additional 150,000 shares will be repurchased from two incentive targets who have left the company and no longer qualify for the incentive program [2][7]. Group 2: Details of the Repurchase Process - The decision for the repurchase was approved in a board meeting on September 12, 2025, with a repurchase price set at 2.15 yuan per share plus applicable bank interest [3]. - The company has opened a dedicated securities account for the repurchase and submitted the necessary applications, expecting the cancellation to be completed by December 10, 2025 [8]. Group 3: Impact on Company Structure - Following the repurchase, the remaining restricted stocks will total 6,642,000 shares, indicating a significant adjustment in the company's equity structure [7][8]. - The company has confirmed that all procedures related to the repurchase comply with legal and regulatory requirements, ensuring no harm to the rights of incentive targets or creditors [8][9].

证券代码：603166 证券简称：福达股份 公告编号：2025-073 桂林福达股份有限公司 关于 2024 年限制性股票激励计划 首次授予部分股票回购注销实施公告 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个别及连带责任。 重要内容提示： ●回购注销原因：鉴于桂林福达股份有限公司（以下简称"公司"）7 名第二类激 励对象的第一个解除限售期解除限售条件未成就，公司需回购注销未满足解除限售条 件的 408,000 股限制性股票；鉴于 2 名激励对象因个人原因离职不再具备激励对象资 格，公司需回购注销其已获授但尚未解除限售的 150,000 股限制性股票。以上需回购 注销限制性股票合计 558,000 股。 ●本次注销股份的有关情况： | 回购股份数量 | 注销股份数量 | 注销日期 | | --- | --- | --- | | 558,000 | 558,000 | 2025年12月10日 | 一、本次限制性股票回购注销的决策与信息披露 1、2025 年 9 月 12 日，公司召开第六届董事会第二十八次会议审议通过了《关 于回购注销 ...

北京德恒律师事务所 关于桂林福达股份有限公司 2024 年限制性股票激励计划 首次授予部分股票回购注销实施情况 的法律意见 北京市西城区金融街 19 号富凯大厦 B 座 12 层 电话:010-52682888 传真:010-52682999 邮编:100033 北京德恒律师事务所 关于桂林福达股份有限公司 2024 年限制性股票激励计划首次授予部分股票回购注销实施情况的法律意见 北京德恒律师事务所 关于桂林福达股份有限公司 2024 年限制性股票激励计划 首次授予部分股票回购注销实施情况的 法律意见 德恒 01G20210890 号 致：桂林福达股份有限公司 北京德恒律师事务所（以下简称"本所"）接受桂林福达股份有限公司（以 下简称"公司"或"福达股份"）的委托，担任公司实施 2024 年限制性股票激 励计划（以下简称"本次激励计划"）的专项法律顾问。本所律师根据《中华人 民共和国公司法》（以下简称"《公司法》"）、《中华人民共和国证券法》（以 下简称"《证券法》"）及中国证券监督管理委员会（以下简称"中国证监会"） 发布的《上市公司股权激励管理办法》（以下简称"《管理办法》"）及《上海 证券交易所股票上市 ...

Core Viewpoint - Fuda Co., Ltd. has shown significant stock performance with a year-to-date increase of 108.79%, despite recent fluctuations in trading volume and net capital flow [1][2]. Company Overview - Fuda Co., Ltd. is located in Guilin, Guangxi, and was established on December 28, 2000, with its stock listed on November 27, 2014. The company specializes in the research, production, and sales of automotive components, including engine crankshafts, clutches, spiral bevel gears, and high-strength bolts [2]. - The main revenue sources for Fuda Co. are as follows: crankshafts (62.87%), precision forgings (12.10%), clutches (11.10%), gears (5.61%), other (5.39%), and high-strength bolts (2.93%) [2]. - The company is classified under the automotive industry, specifically in the automotive parts sector, focusing on chassis and engine systems [2]. Financial Performance - For the period from January to September 2025, Fuda Co. achieved a revenue of 1.413 billion yuan, representing a year-on-year growth of 27.32%. The net profit attributable to shareholders was 221 million yuan, reflecting an impressive increase of 83.27% year-on-year [2]. - Since its A-share listing, Fuda Co. has distributed a total of 1.2 billion yuan in dividends, with 242 million yuan distributed over the past three years [3]. Shareholder Structure - As of September 30, 2025, Fuda Co. had 37,300 shareholders, a decrease of 12.90% from the previous period. The average number of circulating shares per person increased by 14.81% to 17,141 shares [2]. - Notable changes in institutional holdings include Hong Kong Central Clearing Limited becoming the fourth-largest shareholder with 7.5715 million shares, an increase of 5.4328 million shares from the previous period. New institutional shareholders include Yongying Advanced Manufacturing Mixed Fund and Dongfang Alpha Preferred Mixed Fund [3].

Core Viewpoint - Fuda Co., Ltd. is actively investing in the automotive parts industry by establishing new subsidiaries to enhance its business operations and market competitiveness [1][2][3]. Investment Activities - Fuda Co., Ltd. announced an investment of 30 million yuan to establish a wholly-owned subsidiary, Guilin Fuda Equipment Technology Co., Ltd., which has completed its registration [2]. - The company previously invested 100 million yuan to set up another wholly-owned subsidiary, Pinghu Fuda Drive Co., Ltd., to advance projects related to new energy vehicle electric drive systems and robotic transmission components [1][2]. Business Strategy - The establishment of Guilin Fuda aims to integrate existing mold manufacturing operations and expand into related business areas such as tool manufacturing and chemical processing, thereby enhancing the overall efficiency of the supply chain [2][3]. - Fuda Co., Ltd. is focusing on optimizing resource allocation and strengthening its core competitiveness in line with its overall development strategy [2][4]. Financial Performance - For the first three quarters of 2025, Fuda Co., Ltd. reported a revenue of 1.413 billion yuan, a year-on-year increase of 27.32%, and a net profit attributable to shareholders of 221 million yuan, up 83.27% [1][5]. - The company has shown a recovery in profitability after a significant decline in 2022, with a notable increase in revenue and net profit in 2025 [5][6]. Research and Development - Fuda Co., Ltd. maintains a strong focus on technological innovation, with a research and development expense ratio of 5.57% and a year-on-year increase in R&D spending of 18.46% to 78.73 million yuan in the first three quarters of 2025 [6]. - The company has accumulated over 300 patents and is actively involved in setting national and industry standards [6]. Market Performance - As of November 27, 2025, Fuda Co., Ltd.'s stock price reached 14.34 yuan per share, reflecting a 104% increase since the beginning of the year, with a total market capitalization of 9.267 billion yuan [6].

Group 1 - The company held a performance briefing for Q3 2025 on November 27, 2025, via an online interactive format, with participation from key executives [2] - The company reported a good order backlog and is actively working on the delivery of orders, with production capacity for crankshafts and precision forgings progressing as planned [3] - The company aims to enhance its market share in traditional products while expanding into new energy automotive components and robotics, focusing on digital management and operational efficiency [4] Group 2 - The company acknowledged the recent decline in its stock price, attributing it to macroeconomic uncertainties and market sentiment, while emphasizing the importance of operational performance for market value [5] - The company has developed a planetary reducer product and is expanding its robotics business through a partnership with a robotics technology company [6] - A plan for value management has been established to enhance the company's market value, which has been approved by the board [8] Group 3 - The company has established a wholly-owned subsidiary, Guilin Fuda Equipment Technology Co., Ltd., with a registered capital of 30 million yuan, focusing on various manufacturing and technical services [11][12] - The subsidiary's business scope includes manufacturing and sales of molds, tools, automotive parts, and various metal products, among other activities [13]

Core Points - The company, Fuda Co., Ltd. (603166.SH), has approved the establishment of a wholly-owned subsidiary, Guilin Fuda Equipment Technology Co., Ltd., with an investment of 30 million yuan [1][1][1] - The company has completed the business registration procedures for the subsidiary and obtained a business license from the Market Supervision Administration of Lingui District, Guilin City [1][1][1]