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]

Core Viewpoint - Zhejiang Xiantong has entered into a partnership with Shanghai Haohai Starry Sky Robotics, investing 40 million yuan to acquire a 10% stake in the company, and plans to establish a joint venture with a registered capital of 20 million yuan [2] Group 1 - On September 25, 2025, Zhejiang Xiantong signed the "Capital Increase Agreement" and "Joint Venture Agreement" with Shanghai Haohai Starry Sky [2] - As of the announcement date, Zhejiang Xiantong has completed a capital increase of 40 million yuan, holding 10% of Haohai Starry Sky [2] - The joint venture will be controlled by Zhejiang Xiantong with a registered capital of 20 million yuan, where Zhejiang Xiantong will contribute 10.2 million yuan (51%) and Haohai Starry Sky will contribute 9.8 million yuan (49%) [2] Group 2 - On November 6, 2025, both parties signed a supplementary agreement to adjust certain terms of the original agreement [2] - The joint venture company completed its business registration and obtained a business license on November 7, 2025 [2]

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 ...

Core Viewpoint - The announcement from Zhejiang Xiantong indicates that the second shareholder, Li Qifu, intends to invest 130 million yuan in the new registered capital of Qiteng Robotics, amounting to 1.971521 million yuan. However, the company clarifies that no business cooperation has been established with Qiteng Robotics as of the announcement date, and there are risks associated with the investment not being approved [1] Group 1 - Li Qifu plans to invest 130 million yuan in Qiteng Robotics' new registered capital [1] - As of the announcement date, the company has not engaged in any business cooperation with Qiteng Robotics [1] - The investment has not been paid, and the equity transfer has not been completed, leading to potential risks regarding the capital increase [1] Group 2 - The specific business cooperation plan with Qiteng Robotics has not been agreed upon, and various factors may prevent its realization [1] - Qiteng Robotics' business is unrelated to the company, and it is expected that this will not impact the company's performance in 2025 [1] - The legal representative information for Qiteng Robotics has been corrected to Zhu Dong [1]

Group 1: Economic Policies and Developments - The Chinese government is committed to deepening capital market reforms and expanding high-level financial openness to support modernization, welcoming foreign financial institutions and long-term capital investments [1] - The State Administration of Foreign Exchange announced nine policy measures to facilitate cross-border trade and support trade development [1] - The Central Enterprise Strategic Emerging Industry Development Fund has officially launched, raising 51 billion yuan in its first phase [1] Group 2: Corporate Earnings and Financial Performance - Guizhou Moutai reported Q3 revenue of 39.064 billion yuan, a year-on-year increase of 0.56%, and a net profit of 19.224 billion yuan, up 0.48% [4] - Industrial Fulian's net profit for the first three quarters reached 22.487 billion yuan, a year-on-year increase of 48.52% [4] - China Petroleum & Chemical Corporation (Sinopec) reported a net profit of 29.984 billion yuan for the first three quarters, a year-on-year decrease of 32.2% [4] Group 3: Employment and Labor Market - In the first three quarters, China added 10.57 million urban jobs, maintaining overall employment stability, with a September urban survey unemployment rate of 5.2%, down 0.1 percentage points from the previous month [1] Group 4: Market Performance - The Shanghai Composite Index rose by 0.7% to 4016.33, while the Shenzhen Component Index increased by 1.95% to 13691.38 [3] - The onshore RMB was quoted at 7.0993, down 3 points, and the offshore RMB at 7.0964, down 22 points [3]