Core Viewpoint - Wuxi Xinjie Electric Co., Ltd. announced that its controlling shareholder, Mr. Li Xin, has partially lifted the pledge on his shares, indicating a potential positive signal regarding the company's financial health and shareholder confidence [1]. Summary by Sections Share Pledge Release Details - Mr. Li Xin holds 49,046,593 shares, representing 31.21% of the total share capital of the company - He has released 2,640,000 shares from pledge, which accounts for 5.38% of his holdings and 1.68% of the company's total share capital - The release of the pledge occurred on June 17, 2025, and he currently has 18,680,000 shares pledged, which is 38.09% of his holdings and 11.89% of the company's total share capital [1]. Current Pledge Situation - As of the announcement date, Mr. Li Xin's cumulative pledge situation is as follows: - Total pledged shares before the release: 21,320,000 - Total pledged shares after the release: 18,680,000 - The remaining pledged shares represent 38.09% of his total holdings and 11.89% of the company's total share capital [2].

Core Points - The company announced a cash dividend of 0.87 CNY per share for A shares [1][2] - The record date for the dividend distribution is June 20, 2025, with the ex-dividend date on June 23, 2025 [3][4] - The total number of shares eligible for the dividend is 156,866,190 shares after excluding repurchased shares [2][3] Dividend Distribution Plan - The profit distribution plan was approved at the annual general meeting on May 16, 2025 [1] - The total cash dividend to be distributed amounts to approximately 136.47 million CNY [2] - The calculation for the ex-dividend reference price is based on the formula: (previous closing price - cash dividend) [3] Tax Implications - For individual shareholders holding shares for over one year, the cash dividend is exempt from personal income tax [5] - For shares held for less than one year, tax will be withheld upon transfer of the shares [5] - The actual cash dividend for QFII shareholders after tax is 0.783 CNY per share [6] Distribution Method - Cash dividends will be distributed through the China Securities Depository and Clearing Corporation [4][7] - Shareholders who have not completed designated transactions will have their dividends held by the clearing company until the transaction is completed [4]

一、本次差异化分红的原因 2024 年 1 月 5 日，公司召开第四届董事会第十二次会议，审议通过了《关 于以集中竞价交易方式回购公司股份方案的议案》，同意公司以自有资金通过上 海证券交易所交易系统以集中竞价交易方式回购公司已发行的部分人民币普通 股（A 股）股票，回购股份拟用于员工持股计划或股权激励，回购价格不超过人 民币 56.73 元/股（含），回购资金总额不低于人民币 2,500 万元（含），不超过人 民币 4,000 万元（含），回购期限自董事会审议通过回购方案之日起 12 个月内。 截止 2025 年 5 月 30 日，公司回购专用账户中的公司股票数量为 272,443 股。 根据《中华人民共和国公司法》《中华人民共和国证券法》《上海证券交易所 上市公司自律监管指引第 7 号——回购股份》等相关法律法规、规范性文件以及 《公司章程》的规定，公司回购专用账户中的股份，不享有股东大会表决权、利 润分配等权力。基于上述情况，公司 2024 年度权益分派实施差异化分红。 二、本次差异分红方案 中泰证券股份有限公司 关于无锡信捷电气股份有限公司 差异化分红事项的核查意见 中泰证券股份有限公司（以下简称"中泰 ...

证券代码：603416 证券简称：信捷电气 公告编号：2025-030 无锡信捷电气股份有限公司 2024年年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0.87元 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/6/20 | － | 2025/6/23 | 2025/6/23 | 差异化分红送转： 是 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 5 月 16 日的2024年年度股东大会审议通过。 二、 分配方案 第 7 号——回购股份》等有关规定，公司存放于回购专用证券账户中的股份不参 与本次利润分配。 3、 差异化分红送转方案： 根据公司 2024 年年度股东大会审议通过的《关于 2024 年利润分配预案及 2025 年中期分红方案的议案》，公司以实施权益分派股权登记日登记的总股本为基 ...

Investment Rating - The report maintains a "Recommended" rating for the humanoid robot industry, indicating that the industry index is expected to outperform the benchmark index by more than 10% [25]. Core Insights - The humanoid robot concept index increased by 2.33% from June 1 to June 6, 2025, outperforming the CSI 300 index by 1.45 percentage points. Year-to-date, the humanoid robot index has risen by 34.13%, surpassing the CSI 300 index by 32.72 percentage points [12][16]. - Significant investments and policy support are being directed towards the humanoid robot industry, with a 5 billion yuan investment fund established in Hubei Province to promote the sector's development [20]. - Major companies are experiencing a surge in orders, with some reporting order growth of up to 200% in the first quarter of 2025 [22]. Summary by Sections Weekly Market Review - From June 1 to June 6, 2025, the humanoid robot concept index rose by 2.33%, outperforming the CSI 300 index by 1.45 percentage points. The year-to-date performance shows a 34.13% increase, exceeding the CSI 300 index by 32.72 percentage points [12][16]. Weekly Hotspots Review Policy News - Hubei Province is accelerating the high-quality development of the humanoid robot industry, aiming to create a nationally influential R&D innovation base. The provincial government emphasizes the importance of integrating AI into production and life [18]. - The establishment of the Guangdong Artificial Intelligence and Robotics Industry Alliance marks a significant step towards industry chain integration and technological advancements [19]. Product Technology Iteration - Amazon is adopting open-source large language models for robot control and is preparing to test humanoid robots for package delivery [21]. - The humanoid robot sector is witnessing a surge in orders, with companies like Yushu Technology and Leju Robotics reporting significant order increases [22]. Investment and Financing - Precision Forging Technology plans to invest 50 million yuan in Wuhan Gelanruo Intelligent Robot Company, acquiring a 10% stake to enhance its position in the humanoid robot supply chain [22]. Key Company Announcements - iFlytek's robot super brain platform covers 90% of domestic intelligent robot manufacturers, indicating a strong market presence [23]. - Longxi Co. is still in the development phase for its humanoid robot joint bearings, highlighting the competitive and rapidly evolving nature of the market [24].

Core Insights - The Chinese programmable logic controller (PLC) market is projected to reach 17.66 billion yuan in 2024, reflecting a year-on-year growth of 14.45% [1][11] - The demand structure indicates a divergence in the market, with traditional industries experiencing weakness while emerging sectors show significant growth [1][11] - Key sectors driving demand include traditional heavy industries like automotive, power, metallurgy, and transportation, alongside emerging fields such as renewable energy and lithium battery production [1][11] Industry Overview - PLCs are digital electronic systems designed for industrial environments, capable of executing various control tasks through programmable memory [1][4] - The PLC industry has evolved through four main stages: initial development, application introduction, domestic production growth, and deep localization [4][5][6] Industry Development History - The initial development phase began in the mid-1970s, with the first PLCs being developed and applied in China [4] - The 1990s saw a heavy reliance on imported PLCs, with domestic production lagging due to high costs and long return periods [5] - The early 2000s marked a surge in demand driven by manufacturing growth, leading to the entry of domestic players into the PLC market [5] - Recent years have seen a focus on self-sufficiency and the development of core technologies in response to international pressures [6] Industry Supply Chain - The upstream supply chain includes essential components such as chips, electronic components, and integrated circuits, with chips being the core part affecting PLC performance [8] - The downstream applications span various industries, including power, metallurgy, chemicals, and transportation [9] Current Industry Status - The PLC market is experiencing strong growth, driven by industrial automation needs, with a projected market size of 17.66 billion yuan in 2024 [11] - Demand is increasing in traditional sectors while emerging industries like semiconductor manufacturing and industrial robotics are also contributing to market growth [11][13] Key Companies - Major foreign brands like Siemens, Mitsubishi, and Omron dominate the high-end market, while domestic brands are gaining traction in the small PLC segment [15] - Companies such as Inovance Technology and Zhong控 Technology are notable players, focusing on innovation and market penetration [16][18] Industry Trends - The PLC market is expected to continue growing, driven by demand in sectors like renewable energy and smart grids [20] - Technological advancements will lead to smarter, more integrated PLC systems capable of real-time optimization and enhanced compatibility with other devices [21][22] - The application of PLCs is expanding into new areas such as smart transportation and environmental management, reflecting changing market needs [23]

信捷电气(603416.SH)发布投资者交流记录表，公司自主研发的 空心杯电机样机已有产品开发完成，目 前还在开发更多种类和型号的产品。现阶段已和部分下游客户进行业务沟通，正在对接测试事宜。空心 杯下游应用场景包括 人形机器人、医疗特种器材等行业。无框力矩电机及配套驱动正在加速开发，近 期会有具体产品落地，包含多种通用型号，目前，公司已与部分本体企业等客户进行了业务对接，在研 产品根据客户需求开发，完成后可直接给客户送样。 ...

证券代码：603416 证券简称：信捷电气 公告编号：2025-029 无锡信捷电气股份有限公司 关于 2024 年度暨 2025 年第一季度业绩暨现金分红说明会召 开情况的公告 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个别及连带责任。 无锡信捷电气股份有限公司（以下简称"公司"）于 2025 年 4 月 26 日在《上 海证券报》《证券时报》和上海证券交易所网站（www.sse.com.cn）上披露了公 司《2024 年年度报告》《2025 年第一季度报告》《2024 年利润分配预案及 2025 年中期分红方案的公告》。为便于广大投资者更深入、全面地了解公司经营情况， 公司于 2025 年 6 月 3 日召开了"2024 年度暨 2025 年第一季度业绩暨现金分红 说明会"。现将会议召开情况公告如下： 一、业绩说明会召开情况 无锡信捷电气股份有限公司（以下简称"公司"）于 2025 年 6 月 3 日下午 14:00-15:00 通过上海证券交易所上证路演中心（网址： http://roadshow.sseinfo.com/）网 ...

Investment Rating - The report maintains an "Increase" rating for the electric power equipment industry [1] Core Insights - The humanoid robot sector is expected to see significant growth, with a projected market size exceeding 15 trillion yuan and a production milestone of over 1 million units anticipated in 2025, driven by Tesla's leadership [9][10] - The electric vehicle market is experiencing a price war among manufacturers, with a projected annual sales growth of 30% [11] - The energy storage sector is poised for robust growth, particularly in emerging markets, with a compound annual growth rate (CAGR) of 20-40% expected from 2025 to 2028 [11] Industry Trends - The electric power equipment sector has shown varied performance, with nuclear power increasing by 3.8% and electric equipment declining by 2.44% in the recent week [5] - The humanoid robot industry is witnessing rapid advancements, including significant funding and product launches from various companies [5] - The energy storage market in the U.S. is projected to double its installation capacity in 2025, with significant contributions from large-scale projects [11][15] Company Highlights - Companies like CATL, BYD, and LONGi Green Energy are highlighted as key players with strong growth potential in their respective sectors [8] - Tesla's humanoid robot production is expected to ramp up significantly, with thousands of units planned for release by the end of the year [9] - The report emphasizes the importance of supply chain leaders in the humanoid robot sector, recommending companies involved in core components such as actuators and sensors [10] Investment Strategy - The report suggests a bullish outlook on the humanoid robot sector, recommending investments in leading suppliers and technology companies [9] - For the electric vehicle market, it highlights the importance of maintaining competitive pricing and anticipates continued sales growth [11] - In the energy storage sector, the report recommends focusing on companies that are well-positioned to benefit from emerging market demands and technological advancements [11]

Group 1 - The company will hold a performance and cash dividend briefing session for the fiscal year 2024 and the first quarter of 2025 on June 3, 2025, from 14:00 to 15:00 [1][2] - The briefing will be conducted in an interactive online format via the Shanghai Stock Exchange Roadshow Center [2][3] - Key personnel attending the session include the Chairman and General Manager Li Xin, Secretary of the Board Wen Bofei, and Chief Financial Officer Zhu Jialei [2] Group 2 - Investors can submit questions from May 26, 2025, to May 30, 2025, through the designated email or the Roadshow Center [3] - After the briefing, investors can access the session's details and main content on the Shanghai Stock Exchange Roadshow Center [3]