Core Viewpoint - Meihu Co., Ltd. has been supplying products to customers in EU countries such as France, Sweden, the UK, and Germany for several years, without establishing subsidiaries in the EU region [1] Group 1 - The company exports directly to main engine manufacturers through the listed company and its subsidiaries [1] - As of September 2025, the sales revenue from the EU region will account for a relatively small proportion of the company's overall revenue [1]

证券日报网讯1月23日，美湖股份（603319）在互动平台回答投资者提问时表示，截至2025年12月31 日，公司在册股东总数为30768户。 ...

Group 1 - The core viewpoint of the articles highlights the optimistic outlook of fund managers on the technology sector, particularly in artificial intelligence, cloud computing, and robotics, as key investment directions for the upcoming years [1][3][12] - Fund managers are emphasizing the importance of risk management in the technology sector, which is characterized by high growth potential and volatility, advocating for diversified investment strategies [2][21] Group 2 - Fund manager Ren Jie focuses on global cloud computing investments, with a notable performance of the fund achieving a unit net value growth rate of 233.29% in 2025, ranking first among active equity funds [3][4] - The fund's latest quarterly report indicates a decrease in stock positions, with a stock market value proportion of 78.76%, down by 13 percentage points from the previous quarter [3][4] - The top ten holdings include companies like Shengyi Technology and Zhongji Xuchuang, with significant annual growth rates of 205.82% and 396.38% respectively [3][4] Group 3 - Fund manager Li Jin expresses a strong interest in artificial intelligence computing-related assets, focusing on sectors with the best growth potential, including technology, new energy, and pharmaceuticals [8][12] - The fund's top three holdings are Zhongji Xuchuang, Xinyi Technology, and Huamao Technology, with substantial increases in positions for companies like Dongshan Precision and Industrial Fulian [9][10] Group 4 - Fund manager Yan Siqian emphasizes the investment opportunities in manufacturing and low-carbon technologies, highlighting the importance of intelligent manufacturing and technological innovation for sustainable development [13][15] - The fund's top holdings include Wuzhou Xinchun and Zhenyu Technology, with significant increases in positions for companies like Beite Technology and Sili Technology [14][15] Group 5 - Fund manager Feng Ludan notes that the artificial intelligence industry is in the early stages of forming a bubble, suggesting a cautious approach to investment while monitoring technological advancements and business model validations [16][21] - The fund's latest report shows a stock position of 86.04%, with significant increases in holdings for companies like Huadian Technology and Tencent Holdings [18][19]

Investment Rating - The report rates the robotics industry as "Overweight," indicating a positive outlook for the sector compared to the overall market performance [2][8]. Core Insights - The robotics industry is currently experiencing a phase of intensive capitalization, with leading companies preparing for IPOs and existing firms leveraging differentiated capital platforms for expansion. This trend is driven by the industry's transition from zero to one, requiring significant capital for operations, and the favorable regulatory environment creating an optimal window for capitalization over the next 1 to 2 years [2]. - The commercialization of robotics is accelerating, with increased capital expenditure expected to catalyze the development of funding, R&D, industrialization, and application scenarios. The report outlines three stages of commercialization: industrial use, commercial use, and ultimately household use [2]. - Key segments benefiting from the 2026 industrialization of robotics include: 1. The robotics body segment, where leading companies are expected to catalyze market growth through IPOs [2]. 2. The robotics components and modules segment, supported by manufacturing companies in regions like the Yangtze River Delta and Pearl River Delta [2]. 3. The soft technology segment, which may see mergers and acquisitions involving quality startups and unicorns [2]. 4. The application segment, where companies with strong customer loyalty and viable scenarios are likely to launch successful products in collaboration with established robotics firms [2]. Summary by Sections - **Capitalization Phase**: The robotics industry is in a critical phase of capitalization, with numerous companies preparing for public offerings and leveraging existing platforms for growth [2]. - **Commercialization Stages**: The report identifies three stages of robotics commercialization, emphasizing the need for capital and policy support to transition from industrial to household applications [2]. - **Beneficial Segments**: The report highlights four key segments poised for growth, including robotics body, components, soft technology, and applications, each with unique investment opportunities [2]. - **Investment Opportunities**: Recommended stocks include leading companies such as Hengli Hydraulic, Zhejiang Rongtai, and others, indicating a focus on both core and domestic chains within the robotics sector [2].

证券代码：603319 证券简称：美湖股份 公告编号：2026-001 湖南美湖智造股份有限公司 2025年季度权益分派实施公告 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法律责任。 重要内容提示： ● 每股分配比例 A股每股现金红利0.037元 一、通过分配方案的股东会届次和日期 本次利润分配方案经公司2025年11月27日的2025年第三次临时股东会审议通过。 二、分配方案 1.实施办法 （1）无限售条件流通股的红利委托中国结算上海分公司通过其资金清算系统向股权登记日上海证券交 易所收市后登记在册并在上海证券交易所各会员办理了指定交易的股东派发。已办理指定交易的投资者 可于红利发放日在其指定的证券营业部领取现金红利，未办理指定交易的股东红利暂由中国结算上海分 公司保管，待办理指定交易后再进行派发。 （2）派送红股或转增股本的，由中国结算上海分公司根据股权登记日上海证券交易所收市后登记在册 股东持股数，按比例直接计入股东账户。 1.发放年度：2025年季度 2.分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算 ...

Group 1 - The core point of the news is that Meihu Co., Ltd. experienced a stock price increase of 5.14%, reaching 39.24 CNY per share, with a trading volume of 687 million CNY and a turnover rate of 5.27%, resulting in a total market capitalization of 13.308 billion CNY [1] - Meihu Co., Ltd. specializes in the research, manufacturing, and sales of key and important components for engine systems, particularly pump products, with its main business revenue composition being: diesel engine oil pumps 28.57%, new energy vehicle components 21.57%, gasoline engine oil pumps 15.28%, and others [1] - The company was established on July 4, 1994, and was listed on November 30, 2016, located in Hengdong County, Hunan Province [1] Group 2 - From the perspective of fund holdings, Shangzheng Fund has one fund heavily invested in Meihu Co., Ltd., specifically the Shangzheng New Energy Industry Mixed A Fund (015732), which held 55,000 shares, accounting for 6.17% of the fund's net value, making it the second-largest holding [2] - The Shangzheng New Energy Industry Mixed A Fund was established on August 10, 2022, with a latest scale of 28.8308 million CNY, and has reported a year-to-date loss of 0.72% [2] - The fund manager, Shi Jingcheng, has been in position for 289 days, with the fund's total asset scale at 39.707 million CNY, achieving a best return of 19.94% and a worst return of 19.39% during his tenure [3]

证券代码：603319 证券简称：美湖股份 公告编号：2026-001 湖南美湖智造股份有限公司 2025年季度权益分派实施公告 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法律责任。 重要内容提示： ● 每股分配比例 A股每股现金红利0.037元 一、通过分配方案的股东会届次和日期 本次利润分配方案经公司2025年11月27日的2025年第三次临时股东会审议通过。 二、分配方案 1.发放年度：2025年季度 2.分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分公司（以下简 称"中国结算上海分公司"）登记在册的本公司全体股东。 3.分配方案： 本次利润分配以方案实施前的公司总股本339,149,678股为基数，每股派发现金红利0.037元（含税）， 共计派发现金红利12,548,538.09元。 三、相关日期 ■ 四、分配实施办法 1.实施办法 （1）无限售条件流通股的红利委托中国结算上海分公司通过其资金清算系统向股权登记日上海证券交 易所收市后登记在册并在上海证券交易所各会员办理了指定交易的股 ...

证券日报网讯 1月15日，美湖股份发布公告称，近日，公司收到中审众环会计师事务所（特殊普通合 伙）（简称"中审众环"）出具的《关于湖南美湖智造股份有限公司变更签字注册会计师的函》。中审众 环作为公司聘任的2025年度财务报告及内部控制审计机构，原指派张逸、苏洁为签字注册会计师为公司 提供审计服务。鉴于原签字注册会计师苏洁工作调整，中审众环现拟将签字注册会计师张逸、苏洁变更 为张逸、伍新朝作为贵公司2025年度审计项目的签字注册会计师，继续完成公司2025年度财务报告及内 部控制审计相关工作。 （编辑 任世碧） ...

（文章来源：证券日报） 证券日报网讯 1月15日，美湖股份发布公告称，美湖股份2025年季度利润分配方案：A股每股派发现金 红利0.037元（含税），股权登记日2026年1月23日，除权除息日及红利发放日均为2026年1月26日，总 计派息12548538.09元。 ...

证券代码：603319 证券简称：美湖股份 公告编号：2026-002 湖南美湖智造股份有限公司 关于变更签字注册会计师的公告 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法律责任。 湖南美湖智造股份有限公司（以下简称"公司"）于 2025 年 4 月 24 日召开 了第十一届董事会第十九次会议、于 2025 年 5 月 16 日召开了 2024 年年度股东 大会，审议通过了《关于续聘会计师事务所的议案》，同意续聘中审众环会计师 事务所（特殊普通合伙）（以下简称"中审众环"）为公司 2025 年度财务报告及 内部控制审计机构。具体内容详见公司于 2025 年 4 月 26 日在上海证券交易所网 站（www.sse.com.cn）披露的《关于续聘会计师事务所的公告》（公告编号： 2025-040）。 （一）本次变更后签字注册会计师的基本信息 1、拟签字合伙人：张逸，2010 年成为中国注册会计师，2009 年起开始从事 上市公司审计，2015 年起开始在中审众环执业。最近 3 年签署 3 家上市公司审 计报告。 2、拟签字会计师：伍新朝 ...