东 兴 晨 报 东兴晨报 P1 2025 年 11 月 27 日星期四 经济要闻 1.香港：11 月 26 日，香港新界大埔区宏福苑发生五级火警。11 月 27 日香 港政府新闻公报显示，宏福苑是已出售的居者有其屋，工程由屋苑业主立案 法团负责聘请的注册承建商──宏业建筑工程有限公司进行。工程由房屋局 独立审查组根据《建筑物条例》作出监管。（资料来源：同花顺） | 分析师：张永嘉 | | | --- | --- | | 010-66554016 | zhangyj-yjs@dxzq.net.cn | | 执业证书编号： | S1480523070001 | 东兴证券研究所金股推荐 | 证券代码 | 证券简称 | | --- | --- | | 002392.SZ | 北京利尔 | | 002881.SZ | 美格智能 | | 300619.SZ | 金银河 | | 600233.SH | 圆通速递 | | 600887.SH | 伊利股份 | | 601088.SH | 中国神华 | | 601658.SH | 邮储银行 | | 603239.SH | 浙江仙通 | | 605123.SH | 派克新材 | ...

汽车 汽车 2025 年 11 月 23 日 投资评级：看好（维持） 行业走势图 -10% 0% 10% 19% 29% 38% 2024-11 2025-03 2025-07 汽车 沪深300 数据来源：聚源 汽车研究团队 傅昌鑫（分析师） 证书编号：S0790525090005 徐剑峰（分析师） 证书编号：S0790525090004 王镇涛（研究员） 证书编号：S0790124070021 相关研究报告 《零跑汽车年度累计销量已超 50 万 台，优必选人形机器人启动批量交付 —行业周报》-2025.11.16 《小鹏发布第二代 VLA 大模型，潍柴 动力签定 SOFC技术协议—行业周报》 -2025.11.9 《同源性优势明显，机器人打开车企 成长空间—2026 年度汽车行业投资策 略》-2025.11.1 邓健全（首席分析师） 证书编号：S0790525090003 赵悦媛（联席首席分析师） 证书编号：S0790525100003 赵旭杨（分析师） 证书编号：S0790523090002 小鹏汽车第 100 万台整车下线，广州车展车企竞逐具 身智能新赛道 ——行业周报 | 邓健全（分析师） | 赵悦媛 ...

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。 ...

Group 1 - Zhejiang Xiantong Rubber and Plastic Co., Ltd. has completed an investment of 40 million yuan in Shanghai Haohai Xingkong Robot Co., Ltd., acquiring a 10% stake [2] - A joint venture company will be established with a registered capital of 20 million yuan, where Zhejiang Xiantong will hold 51% and Shanghai Haohai Xingkong will hold 49% [2] - The joint venture company has completed its business registration and obtained a business license on November 7, 2025 [5] Group 2 - A supplementary agreement was signed on November 6, 2025, to adjust certain terms of the original agreement [3] - Changes include the voting requirements for the shareholders' meeting, which now requires a two-thirds majority for significant decisions [4] - The board of directors will now have a vice chairman appointed by the second party, and the voting threshold for board decisions has been adjusted to a simple majority [5]

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].