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金帝股份:公司柔轮初坯产品尚未形成收入
Zheng Quan Ri Bao Wang· 2026-01-23 11:12
证券日报网讯1月23日,金帝股份(603270)在互动平台回答投资者提问时表示,公司在机器人谐波减 速机柔轮初坯产品研发方面,创新采用精密冲压替代锻造工艺,联合产业链上下游开发特种材料,成功 实现进口替代,目前该产品晶粒度等级测试指标在谐波柔轮的常用范围内,达到高疲劳强度要求。同时 公司持续进行柔轮初坯精加工工序的研发试制,打通公司柔轮初坯成型、精加工前序与客户精加工后 序、珩磨内孔、滚齿等工序无缝衔接,实现与客户的零距离协同,减少工装夹具等重复投入,降低整体 产业链成本,实现成本性能优势。在应用测试方面,根据其中一个测试客户的内部耐久测试报告,公司 提供的冲压工艺生产的柔轮初坯产品(25型号)与该客户使用的锻造工艺生产的产品装配同型号谐波减速 器,在输出轴扭矩200-250Nm等相同条件下进行加速测试,联轴器油脂干涸前未发现柔轮破裂现象,公 司冲压工艺生产的柔轮初坯与对照测试的锻造工艺生产的产品的品质相当。因各下游客户对不同的终端 产品应用场景有不同的要求,其测试方式、测试条件、测试设备、标准要求等可能会存在差异,该单一 客户的样品内部测试结果不代表满足下游其他客户的使用要求、测试条件和标准。公司将持续推进 ...
金帝股份:在机器人谐波减速机柔轮初坯产品研发方面,创新采用精密冲压替代锻造工艺
Ge Long Hui· 2026-01-23 07:51
格隆汇1月23日丨金帝股份(603270.SH)在互动平台表示,公司在机器人谐波减速机柔轮初坯产品研发方 面,创新采用精密冲压替代锻造工艺,联合产业链上下游开发特种材料,成功实现进口替代,目前该产 品晶粒度等级测试指标在谐波柔轮的常用范围内,达到高疲劳强度要求。同时公司持续进行柔轮初坯精 加工工序的研发试制,打通公司柔轮初坯成型、精加工前序与客户精加工后序、珩磨内孔、滚齿等工序 无缝衔接,实现与客户的零距离协同,减少工装夹具等重复投入,降低整体产业链成本,实现成本性能 优势。在应用测试方面,根据其中一个测试客户的内部耐久测试报告,公司提供的冲压工艺生产的柔轮 初坯产品(25型号)与该客户使用的锻造工艺生产的产品装配同型号谐波减速器,在输出轴扭矩200- 250Nm等相同条件下进行加速测试,联轴器油脂干涸前未发现柔轮破裂现象,公司冲压工艺生产的柔轮 初坯与对照测试的锻造工艺生产的产品的品质相当。因各下游客户对不同的终端产品应用场景有不同的 要求,其测试方式、测试条件、测试设备、标准要求等可能会存在差异,该单一客户的样品内部测试结 果不代表满足下游其他客户的使用要求、测试条件和标准。公司将持续推进产品型号拓展研发 ...
金帝股份(603270.SH):在机器人谐波减速机柔轮初坯产品研发方面,创新采用精密冲压替代锻造工艺
Ge Long Hui· 2026-01-23 07:41
格隆汇1月23日丨金帝股份(603270.SH)在互动平台表示,公司在机器人谐波减速机柔轮初坯产品研发方 面,创新采用精密冲压替代锻造工艺,联合产业链上下游开发特种材料,成功实现进口替代,目前该产 品晶粒度等级测试指标在谐波柔轮的常用范围内,达到高疲劳强度要求。同时公司持续进行柔轮初坯精 加工工序的研发试制,打通公司柔轮初坯成型、精加工前序与客户精加工后序、珩磨内孔、滚齿等工序 无缝衔接,实现与客户的零距离协同,减少工装夹具等重复投入,降低整体产业链成本,实现成本性能 优势。在应用测试方面,根据其中一个测试客户的内部耐久测试报告,公司提供的冲压工艺生产的柔轮 初坯产品(25型号)与该客户使用的锻造工艺生产的产品装配同型号谐波减速器,在输出轴扭矩200- 250Nm等相同条件下进行加速测试,联轴器油脂干涸前未发现柔轮破裂现象,公司冲压工艺生产的柔轮 初坯与对照测试的锻造工艺生产的产品的品质相当。因各下游客户对不同的终端产品应用场景有不同的 要求,其测试方式、测试条件、测试设备、标准要求等可能会存在差异,该单一客户的样品内部测试结 果不代表满足下游其他客户的使用要求、测试条件和标准。公司将持续推进产品型号拓展研发 ...
金帝股份:公司向不特定对象发行可转换公司债券预案的推进工作进度以公告为准
证券日报网讯 1月21日,金帝股份在互动平台回答投资者提问时表示,公司将持续加强资金统筹管理, 并结合当前宏观环境与经营实际,科学、合理地筹划并实施融资方案,以确保资金链安全、高效运行, 满足公司经营发展的资金需求,并不断优化财务状况,为全体股东创造长期价值。公司向不特定对象发 行可转换公司债券预案的推进工作进度以公告为准。 (编辑 姚尧) ...
金帝股份:公司与东培工业股份有限公司签署了《战略合作意向书》
Zheng Quan Ri Bao Wang· 2026-01-21 11:41
证券日报网讯1月21日,金帝股份(603270)在互动平台回答投资者提问时表示,公司与东培工业股份 有限公司签署了《战略合作意向书》,其后续相关信息以公告为准。 ...
金帝股份:公司与“优尼精密”签订框架协议后积极协同推进尽调、审计和评估等工作
Zheng Quan Ri Bao· 2026-01-19 13:13
Group 1 - The core viewpoint of the article is that Jindi Co., Ltd. is actively progressing with due diligence, auditing, and evaluation work following the signing of a framework agreement with "Youni Precision" [2] - The company has confirmed that the collaboration with Youni Precision is moving forward as planned [2] - The relevant work related to the agreement is currently proceeding normally [2]
金帝股份:2025年9月30日普通股股东总数为21014户
Zheng Quan Ri Bao· 2026-01-19 12:37
Group 1 - The core point of the article is that Jindi Co., Ltd. reported the total number of common stock shareholders as of September 30, 2025, which is 21,014 households [2]
澄清业务情况 多家商业航天概念公司回应
Group 1 - Several listed companies categorized under the commercial aerospace concept have recently issued announcements or statements clarifying their low association with commercial aerospace business and indicating that their stock prices have significantly deviated from fundamentals [2] - Since December 2025, some companies in the commercial aerospace sector have seen astonishing stock price increases, with Aerospace Development's stock rising over 200% in 30 consecutive trading days, triggering severe abnormal fluctuation standards [2] - Aerospace Development announced that its subsidiary engaged in low-orbit satellite operations generated less than 1% of the company's total revenue in the first three quarters of 2025, indicating minimal impact on overall performance [2] Group 2 - Companies such as Shaoyang Hydraulic clarified that their products do not directly serve commercial aerospace clients, with related orders being sporadic and amounting to less than 500,000 yuan, accounting for less than 0.2% of annual revenue [2] - Multiple companies, including Aerospace Power, North Navigation, Aerospace Engineering, Star Ring Technology, and Aerospace Changfeng, publicly stated that their main businesses do not involve commercial aerospace [2] - In response to investor inquiries, companies like Xingxing Technology and Jindi Co. expressed that they do not have current development plans in the commercial aerospace sector, while Keli Sensor and Bomin Electronics acknowledged their awareness of the commercial aerospace trend but have not established substantial commercial cooperation [3] Group 3 - The clarifications and risk warnings highlight a significant divergence between soaring stock prices and company fundamentals, with industry leader China Satellite reporting a rolling P/E ratio exceeding 2400 and a more than 96% year-on-year decline in net profit for 2024 after excluding non-recurring gains [5] - Companies like Aerospace Electronics and China Satcom also announced that their stock prices exhibit a "hot potato effect" and have severely detached from fundamentals, indicating a potential for significant short-term declines [5] - Market analysis suggests that while the long-term growth logic of the commercial aerospace industry is clear, short-term irrational speculation has inflated valuations of many stocks lacking substantial business support [5]
金帝股份:采取措施保护投资者尤其是中小投资者利益
Core Viewpoint - The company emphasizes enhancing internal quality and shareholder returns while protecting the interests of investors, particularly small and medium-sized investors [1] Group 1: Company Strategy - The company focuses on honest operations, specialization, and stable management to improve operational levels and development quality [1] - It leverages precision stamping technology to expand diverse application scenarios and achieve process upgrades and product iterations through technological innovation [1] - The company is committed to balancing operational development, performance growth, and shareholder returns, ensuring continuity and stability in profit distribution [1] Group 2: Investment and Innovation - The company aims to establish a dual innovation mechanism driven by market demand and technological research and development, creating a closed-loop from R&D to industrial application [1] - It seeks to continuously strengthen its technological leadership in niche areas, translating this into competitive advantages in the market [1] - If the company plans to repurchase shares, it will comply with relevant regulations and disclose information in a timely and fair manner to ensure accuracy and completeness [1]
金帝股份:公司与保时来新材料科技(苏州)有限公司共同打造在氢能等领域具有核心竞争力的协同产品
Zheng Quan Ri Bao· 2026-01-16 15:15
Core Viewpoint - The company, Jindi Co., is entering a strategic partnership with Positron New Materials Technology (Suzhou) Co., Ltd. to leverage their respective strengths in hydrogen energy components and related technologies [2] Group 1: Strategic Cooperation - The partnership is based on principles of "equality, mutual benefit, complementary advantages, long-term cooperation, and joint development" [2] - The collaboration aims to integrate Jindi's manufacturing capabilities in hydrogen energy components with Positron's technological advantages in electrodes and nickel mesh products [2] Group 2: Product Development - Both companies have agreed to prioritize the bundling of Jindi's precision components, such as plates and end plates, with Positron's core components for hydrogen electrolyzers to create "joint products" or "coordinated assemblies" for market promotion [2] - This strategic alliance is expected to enhance their competitive edge in the hydrogen energy sector [2]