人民财讯9月4日电，诺力股份(603611)9月4日晚间公告，公司控股股东、实控人、董事长丁毅及其一致 行动人、总经理、董事毛英拟通过大宗交易方式减持公司股份不超过515.2万股（占公司总股本的 2%）；公司实控人的一致行动人、副董事长、副总经理丁晟拟通过集中竞价交易方式减持公司股份不 超过257.6万股（占公司总股本的1%）。公司董事、高级管理人员钟锁铭拟通过集中竞价交易方式减持 公司股份不超过29.09万股（占公司总股本的0.11%）。 转自：证券时报 ...

诺力股份（603611）(603611.SH)发布公告，公司控股股东暨实际控制人及其一致行动人、董事及高级 管理人员减持公司股份。丁毅先生、毛英女士拟通过大宗交易的方式减持不超过公司总股本比例的 2%，即减持不超过515.2万股。丁晟先生拟通过集中竞价交易的方式减持不超过公司总股本比例的1%， 即减持不超过257.6万股。钟锁铭先生拟通过集中竞价交易的方式减持不超过持有公司股份的25%，减 持不超过29.09万股的公司股份，占公司总股本的比例为0.11%。本次减持期间为自公告披露之日起15个 交易日后的3个月内。 ...

智通财经APP讯，诺力股份(603611.SH)发布公告，公司控股股东暨实际控制人及其一致行动人、董事及 高级管理人员减持公司股份。丁毅先生、毛英女士拟通过大宗交易的方式减持不超过公司总股本比例的 2%，即减持不超过515.2万股。丁晟先生拟通过集中竞价交易的方式减持不超过公司总股本比例的1%， 即减持不超过257.6万股。钟锁铭先生拟通过集中竞价交易的方式减持不超过持有公司股份的25%，减 持不超过29.09万股的公司股份，占公司总股本的比例为0.11%。本次减持期间为自公告披露之日起15个 交易日后的3个月内。 ...

格隆汇9月4日丨诺力股份(603611.SH)公布，丁毅先生、毛英女士拟通过大宗交易的方式减持不超过公 司总股本比例的2%，即减持不超过5,152,015股，在上述限制内，毛英女士拟减持不超过持有公司股份 的25%，减持不超过1,496,250股的公司股份，占公司总股本的比例为0.58%；丁毅先生拟减持不超过持 有公司股份的5.04%，减持不超过3,655,765股的公司股份，占公司总股本的比例为1.42%。丁晟先生拟 通过集中竞价交易的方式减持不超过公司总股本比例的1%，即减持不超过2,576,007股。钟锁铭先生拟 通过集中竞价交易的方式减持不超过持有公司股份的25%，减持不超过290,875股的公司股份，占公司 总股本的比例为0.11%。本次减持期间为自本公告披露之日起15个交易日后的3个月内。（若此期间公 司有送股、资本公积转增股本等股份变动事项，上述数量将进行相应调整） ...

Group 1 - The core viewpoint of the article is that Noli Co., Ltd. (603611.SH) is actively advancing the large model training of its embodied intelligent robot product, Nobao II, which is currently not in mass production and has not received commercial orders, indicating that it will not impact the company's operating performance in the short term [2]. Group 2 - The company is focusing on the development of its intelligent robotics technology, specifically the Nobao II product, which is in the training phase of its large model [2].

Group 1 - The core viewpoint of the news is that Noli Co., Ltd. has experienced fluctuations in its stock price and trading volume, with a notable decline in recent trading days despite a significant year-to-date increase [1] - As of September 3, Noli's stock price was 25.28 yuan per share, with a market capitalization of 6.512 billion yuan and a trading volume of 56.108 million yuan [1] - The company has seen a year-to-date stock price increase of 48.24%, but has declined by 5.32% in the last five trading days and 2.77% in the last 20 days [1] Group 2 - For the first half of 2025, Noli reported a revenue of 3.215 billion yuan, a year-on-year decrease of 7.40%, while the net profit attributable to shareholders was 246 million yuan, reflecting a year-on-year growth of 2.28% [2] - The number of shareholders decreased by 9.70% to 19,000, while the average circulating shares per person increased by 10.74% to 13,585 shares [2] - Noli has distributed a total of 1.167 billion yuan in dividends since its A-share listing, with 533 million yuan distributed in the last three years [3]

Core Viewpoint - The company reported a mixed performance in the first half of 2025, with a decrease in revenue but an increase in net profit, highlighting ongoing innovation and international expansion efforts. Financial Performance - Total assets reached 9.093 billion, an increase of 3.03% from the beginning of the period - Net assets attributable to shareholders amounted to 2.998 billion, up by 1.99% - Operating revenue was 3.215 billion, a year-on-year decrease of 7.4% - Net profit attributable to shareholders was 246 million, a year-on-year increase of 2.28% [1] - Net profit after deducting non-recurring gains and losses was 218 million, an increase compared to the same period last year [1] Business Development - The intelligent manufacturing equipment segment maintained an advantage in overseas markets, with steady growth in orders for electric forklifts and warehouse trucks [1] - The company launched over 30 new products during the reporting period, enhancing its product line with innovations such as the A series forklifts and lightweight handling vehicles [1] - The company increased its focus on technological innovation and market expansion, resulting in a significant improvement in the quality of new orders [1] R&D Achievements - R&D investment for the reporting period was 129 million, leading to recognition as a quality benchmark in Zhejiang's manufacturing sector [2] - The company established a joint laboratory with Zhejiang University to explore embodied intelligent robotics, resulting in the development of the Nobot II robot [2][3] - As of June 2025, the company held 654 valid patents, including 173 invention patents, and participated in the formulation of numerous national and industry standards [3] Market Trends - The domestic forklift rental market has exceeded 10 billion annually, providing a complementary growth avenue for the forklift industry [3] - The company is actively investing in the rental market to enhance brand market share and improve operational flexibility for customers [3] International Strategy - The company is deepening its internationalization through a "global production base + localized channels" strategy [4] - Production capacity is supported by facilities in China, Malaysia, and Vietnam, with expansion in Europe through financing [4] - The company is experiencing growth in emerging markets in Southeast Asia and steady orders in North America and Europe [4]

| 投资者关系 | □特定对象调研 □分析师会议 | | --- | --- | | 活动类别 | □媒体采访 业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 | | 参与单位名称 | 中信建投机械 陈宣霖；中信制造 黄浩釜 | | 及人员姓名 | 中国国际金融股份有限公司 忻郁松；华泰机械 谭嘉欣 | | | 国泰海通机械 欧阳天奕；广发机械 蒲明琪；招商机械 高杨洋 | | | 银河证券 彭星嘉；申万机械 苏萌；光大机械 夏天宇 | | | 长江机械 王硕；浙商机械 徐琛奇；东财机械 辛泽熙 | | | 华创机械 丁祎、陈宏洋；中邮机械 陈基赟；方正机械 张其超 | | | 国联民生机械 蒙维洒；财通机械 张豪杰；华西机械 王宁 | | | 国金机械 秦亚男；中泰机械 王风涤；华安机械 方婧姝 | | | 东北机械 周兴武；太平洋机械 张凤琳；美银机械 王颖慧 | | | 中国对外经济贸易信托有限公司 Annie | | | 北京东方引擎投资管理有限公司 张冰 | | | 上海弘尚资产管理中心（有限合伙） 肖莹 | | 时间 | 2025 年 8 月 29 ...

Group 1 - The stock price of Noli Co., Ltd. (603611.SH) is influenced by multiple factors including economic, political, industry factors, market environment, investor sentiment, and company fundamentals [1] - Currently, the company's production and operations are normal, with steady development in the smart logistics system and intelligent manufacturing equipment business segments [1] - The company has actively laid out its business in the embodied intelligent robot sector and is committed to maximizing efforts to reward investors [1]

诺力股份 20250829.docx AceCamp AI 2025-08-30 摘要 诺力股份 2025 年上半年营收 25.46 亿元，同比增长 2.28%，扣非归母 净利润 2.18 亿元，同比增长 9.79%。毛利率提升至 22.46%，二季度 达 23.66%，得益于项目选择、降本增效及技术提升。 海外市场占比 79%，欧洲和北美是主要市场，分别占比 47%和 23%。 亚洲市场增长显著，占比约 20%，但毛利率低于欧美。公司通过海外生 产基地应对美国关税不确定性。 马来西亚和越南工厂产能约 4 亿元，五期工厂预计四季度试生产，初期 产能 2 万台，可扩展至 5 万台，旨在提高效率、降低成本、提升产品质 量并缩短交付周期。 智能物流板块国内外均有布局，加大团队建设和渠道调整，拓展南美、 非洲、东南亚等市场。AGV 业务已相对成熟，巨升智能机器人在路线规 划方面具备更强适应能力。 工业车辆市场竞争激烈，电动车替代油车趋势明显，公司五期工厂满足 一类、二类车产能需求。北美市场受关税影响基本持平，欧洲市场复苏， 同比增长约 7%-8%。 Q&A 2025 年上半年诺力股份的整体财务表现如何？ 2025 年 ...