Core Insights - A new company, Taizhou Haohai Xiantong Robot Co., Ltd., has been established with a registered capital of 20 million yuan [1] - The company's business scope includes research and development of intelligent robots, sales of service consumer robots, sales of industrial robots, and sales of artificial intelligence hardware [1] - The company is jointly held by Zhejiang Xiantong and other stakeholders [1]

本报讯(记者袁传玺)天眼查工商信息显示，近日，台州浩海仙通机器人有限公司成立，法定代表人为齐 建伟，注册资本2000万元，经营范围包括服务消费机器人制造、通用零部件制造、智能机器人销售等。 股东信息显示，该公司由浙江仙通（603239）、上海浩海星空机器人有限公司共同持股。 ...

浙江仙通橡塑股份有限公司（以下简称"浙江仙通"或"公司"）于2025年9月25日与上海浩海星空机器人 有限公司（以下简称"浩海星空"）签署了《浩海星空之增资协议》、《浙江仙通浩海星空成立合资公司 协议》（以下简称"原协议"）。截止公告披露日，公司已完成对浩海星空4,000万元的增资，目前持有 浩海星空10%的股份，浩海星空于2025年10月20日完成增资的工商变更登记手续；在成立合资公司协议 中，双方约定上述增资完成后，公司与浩海星空拟出资设立合资公司，合资公司由浙江仙通控股，注册 在浙江省台州市仙居县，组织形式为有限责任公司，合资公司注册资本2,000万元人民币，其中：公司 认缴出资1,020万元，占注册资本的51%；上海浩海星空机器人有限公司认缴出资980万元，占注册资本 的49%。详情见公司于2025年9月26日在上海证券交易所（www.sse.com）披露的《浙江仙通-对外投资 公告》（公告编号：2025-035）。 二、签订补充协议的情况说明 现经双方友好协商，就原协议部分条款进行调整。双方于2025年11月6日签订了《浙江仙通浩海星空成 立合资公司协议之补充协议》，具体内容如下： （一）原协议第十 ...

证券日报网讯 11月7日晚间，浙江仙通发布公告称，公司于2025年9月25日与上海浩海星空机器人有限 公司（以下简称"浩海星空"）签署了《浩海星空之增资协议》、《浙江仙通浩海星空成立合资公司协 议》。截至公告披露日，公司已完成对浩海星空4，000万元的增资，目前持有浩海星空10%的股份，浩 海星空于2025年10月20日完成增资的工商变更登记手续；在成立合资公司协议中，双方约定上述增资完 成后，公司与浩海星空拟出资设立合资公司，合资公司由浙江仙通控股，注册在浙江省台州市仙居县， 组织形式为有限责任公司，合资公司注册资本2，000万元人民币，其中：公司认缴出资1，020万元，占 注册资本的51%；上海浩海星空机器人有限公司认缴出资980万元，占注册资本的49%。现经双方友好 协商，就原协议部分条款进行调整。双方于2025年11月6日签订了《浙江仙通浩海星空成立合资公司协 议之补充协议》。2025年11月7日，合资公司完成了工商注册登记手续并取得营业执照。 （文章来源：证券日报） ...

一、对外投资的基本情况 浙江仙通橡塑股份有限公司（以下简称"浙江仙通"或"公司"）于2025年9 月25日与上海浩海星空机器人有限公司（以下简称"浩海星空"）签署了《浩海星 空之增资协议》、《浙江仙通浩海星空成立合资公司协议》（以下简称"原协 议"）。截止公告披露日，公司已完成对浩海星空4,000万元的增资，目前持有浩 海星空10%的股份，浩海星空于2025年10月20日完成增资的工商变更登记手续；在 成立合资公司协议中，双方约定上述增资完成后，公司与浩海星空拟出资设立合资 公司，合资公司由浙江仙通控股，注册在浙江省台州市仙居县，组织形式为有限责 任公司，合资公司注册资本2,000万元人民币，其中：公司认缴出资1,020万元，占 注册资本的51%；上海浩海星空机器人有限公司认缴出资980万元，占注册资本的 49%。详情见公司于2025年9月26日在上海证券交易所（www.sse.com）披露的《浙 江仙通-对外投资公告》（公告编号：2025-035）。 二、签订补充协议的情况说明 证券代码：603239 证券简称：浙江仙通 公告编号：2025-040 浙江仙通橡塑股份有限公司 关于公司对外投资签署补充协议并完 ...

Core Viewpoint - The robotics sector has experienced a significant surge, with multiple stocks reaching their daily limit up, indicating strong investor interest and market momentum [1] Group 1: Stock Performance - Wuzhou Xinchun, Hanyu Group, and Fangzheng Electric have all hit the daily limit up, showcasing robust performance in the robotics sector [1] - Zhongrun Optical has seen an increase of over 10%, reflecting positive market sentiment [1] - Other companies such as Zhejiang Xiantong, Green Harmonic, Lixing Co., and Hanwei Technology have also shown rapid gains, contributing to the overall bullish trend in the industry [1]

Group 1 - The core viewpoint of the news is that Zhejiang Xiantong's stock has experienced fluctuations, with a recent decline in price despite a significant increase in its stock price year-to-date [1][2]. - As of November 4, Zhejiang Xiantong's stock price was 18.65 CNY per share, with a market capitalization of 5.049 billion CNY and a trading volume of 37.4944 million CNY [1]. - The company has seen a net outflow of 7.6362 million CNY in principal funds, with large orders accounting for 5.13% of purchases and 25.49% of sales [1]. Group 2 - Year-to-date, Zhejiang Xiantong's stock price has increased by 40.86%, but it has declined by 6.66% in the last five trading days and 11.40% in the last twenty days [2]. - The company specializes in the research, design, production, and sales of automotive sealing strips and other automotive components, with rubber sealing strips making up 80.47% of its main business revenue [2]. - As of September 30, the number of shareholders increased by 39.10% to 22,800, while the average circulating shares per person decreased by 28.11% to 11,848 shares [2]. Group 3 - Zhejiang Xiantong has distributed a total of 866 million CNY in dividends since its A-share listing, with 230 million CNY distributed in the last three years [3].

Core Viewpoint - The company announced a capital increase agreement with Qiteng Robotics, involving an investment of 130 million RMB, but the investment has not yet been executed and carries risks of non-completion [1][2][3]. Group 1: Investment Agreement Details - The company’s second shareholder, Mr. Li Qifu, signed an investment agreement to subscribe to an increase in registered capital of Qiteng Robotics amounting to 19.71521 million RMB [1]. - As of the announcement date, Mr. Li has not paid the investment amount, and the investment has not been approved by Qiteng Robotics' board or shareholders, indicating a risk of non-completion [2]. - The business cooperation between Mr. Li and Qiteng Robotics is still in the preliminary stage, with no specific cooperation plan agreed upon [2]. Group 2: Business Impact - The main business of Qiteng Robotics is unrelated to the company’s current operations, which focus on automotive sealing strips and components [3]. - The expected impact on the company’s performance for 2025 is minimal due to the lack of substantial business cooperation with Qiteng Robotics [3]. Group 3: Correction of Information - A correction was made regarding the legal representative of Qiteng Robotics, changing from "Zhu Dong" to "Zhu Dong" [4].

Economic News - China's National Energy Administration issued 229 million green certificates in September, involving 306,500 renewable energy projects, with 158 million being tradable, accounting for 68.86% [4] - The price of storage chips has accelerated in the fourth quarter due to a shift in production capacity towards high-end chips for AI and data centers, leading to a significant reduction in traditional storage chip supply [6] - The global smartphone market is expected to reach a shipment volume of 320.1 million units in Q3 2025, reflecting a 3% year-on-year growth, indicating signs of recovery after a weak first half [7] Company Insights - Sinopec Easy Joy and Taobao Flash Purchase announced a strategic partnership, with plans to have over 5,000 stores on the Taobao platform by the end of the year [5] - Pop Mart opened its first store in the Middle East at Hamad International Airport in Qatar, marking its first 24/7 operational store globally [5] - Youyan New Materials reported Q3 revenue of 2.674 billion yuan, a year-on-year increase of 20.43%, and a net profit of 115 million yuan, up 56.31% [5] - Tianli Lithium Energy's Q3 revenue was 569 million yuan, a 33.25% year-on-year increase, but it reported a net loss of 28.85 million yuan, an increase of 67.68% in losses [5] - China Telecom showcased its "Beidou Voice Message" service, becoming the first operator to implement this technology [5] Industry Analysis - The food and beverage industry is expected to benefit from the expansion of overall consumption, with new retail channels like instant retail and membership supermarkets emerging as significant opportunities [8][9] - The non-ferrous metals industry is poised for improvement in profitability and valuation levels due to a favorable supply-demand structure, driven by high-quality green development paths [11] - The production of ten non-ferrous metals in China is projected to grow at an annual rate of approximately 1.5% from 2025 to 2026, indicating a shift towards stable, high-quality growth [13] - The demand for metals is expected to expand significantly due to the growth of new energy industries and structural changes in demand, particularly for copper, lithium, and other metals [15][16]

一、相关补充说明 （1）公司主营业务为汽车密封条等汽车零部件的研发、设计和生产销售， 核心产品包括车门框密封条、天窗密封条等汽车密封件。截至本公告披露日，公 司未与七腾机器人或其关联方开展任何实质性业务合作。 （2）截至本公告披露日，二股东李起富先生未支付投资款项，也未完成股 权交割，前述投资事项也未经七腾机器人董事会或股东会审议，存在无法完成增 资的风险。 （3）李起富先生拟与七腾机器人开展业务合作，但尚未商定任何具体合作 方案。根据投资协议，业务合作条款属于意向性约定,无具体履约期限约定，公 司亦未作为合同履约方。 （4）在投资协议履行过程中，如受行业政策调整、市场环境变动、客户需 求变化等不可预计或不可抗力等因素的影响，可能导致无法达成具体合作方案。 证券代码：603239 证券简称：浙江仙通 公告编号：2025-039 浙江仙通橡塑股份有限公司 关于相关事项的补充说明及更正公告 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。 浙江仙通橡塑股份有限公司（以下简称"公司"）于 2025 年 10 月 29 日公 告了 ...