浙江中马传动股份有限公司 股票交易风险提示公告 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： 浙江中马传动股份有限公司（以下简称"公司"）股票自 2025 年 7 月 30 日以来累计涨幅为 51.95%，6 个交易日中 5 个交易日收盘价格涨停，同期上证指 数累计涨幅为 0.67%，存在市场情绪过热的情形，但公司基本面未发生重大变化。 敬请广大投资者关注二级市场交易风险，理性决策，谨慎投资。 公司 2025 年第一季度净利润同比减少 59.67%,公司预计 2025 年半年度 净利润同比减少 65.63%到 75.82%。敬请广大投资者注意公司业绩下滑风险。 公司关注到近期市场对于机器人相关概念的关注度较高，经自查，公司 所生产的新能源汽车减速器主要用于新能源汽车，不涉及机器人业务，郑重提醒 广大投资者谨慎决策。 证券代码：603767 证券简称：中马传动 公告编号：2025-030 二、媒体报告、市场传闻、热点概念情况说明 公司关注到近期市场对于机器人相关概念的关注度较高，经自查，公司所生 产的新能源汽车 ...

公告称，公司关注到近期市场对于机器人相关概念的关注度较高，经自查，公司所生产的新能源汽车减 速器主要用于新能源汽车，不涉及机器人业务。 智通财经APP讯，中马传动(603767.SH)公告，公司股票自2025年7月30日以来累计涨幅为51.95%，6个 交易日中5个交易日收盘价格涨停，同期上证指数累计涨幅为0.67%，存在市场情绪过热的情形，但公 司基本面未发生重大变化。 ...

Group 1 - A-shares experienced significant activity on August 6, with 77 stocks hitting the daily limit up and 3 stocks hitting the limit down [1] - The China Shipbuilding sector was notably active, with China Shipbuilding and China Heavy Industry reaching the limit up [1] - The PEEK materials sector showed strength, with Zhongxin Fluorine Materials and Xinhan New Materials achieving consecutive limit up days, while Kaisheng New Materials and Huami New Materials also hit the limit up [1] - The Intelligent Robotics sector saw gains, with Haosen Intelligent reaching the limit up [1] Group 2 - Continuous limit up stocks included Zhongma Transmission with 5 limit up days in 6 trading sessions, Beijia Clean with 5 consecutive limit up days, and Honghe Technology with 4 limit up days in 8 sessions [1] - Other notable continuous limit up stocks included Changcheng Military Industry with 4 limit up days in 5 sessions, and several stocks like *ST Yushun and *ST Dongjing achieving 4 consecutive limit up days [1] - Stocks such as Guoji Precision Engineering and Furi Electronics also recorded 3 consecutive limit up days [1] Group 3 - Stocks that hit the limit down included *ST Yatai, Xining Special Steel, and Tibet Tianlu [2]

4月30日公司发布的一季报数据显示，一季度公司共实现营业总收入2.01亿元，同比下降15.14%，实现 净利润604.56万元，同比下降59.67%。7月15日公司公布了上半年业绩预告，预计实现净利润950.00万 元至0.14亿元，同比变动区间为-75.82%~-65.63%。（数据宝） 近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.08.05 | 10.00 | 4.12 | -1649.35 | | 2025.08.04 | 9.99 | 4.37 | 3717.84 | | 2025.08.01 | 10.00 | 10.78 | 19795.37 | | 2025.07.31 | -5.63 | 10.68 | -6160.47 | | 2025.07.30 | 9.98 | 10.43 | 18294.90 | | 2025.07.29 | -0.91 | 2.37 | 89.89 | | 2025.07.28 | 0.51 | 3.71 | 2093.59 | | 2025.07. ...

| | | 8月5日重要公告精选 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | 热点 | 中马传动 | 不涉及机器人业务 | | 项目投资 | 回盛生物 | 拟投资建设兽用原料药绿色设备技改项目 | | 中标合同 | 珠江钢琴 | 白水寨公司中标白水寨风景名胜区白水仙瀑景区经营权招选项目 | | 经营数据 | 牧原股份 | 7月商品猪销售收入116.39亿元 | | 股权收购 | 嵘泰股份 | 拟收购中山澳多51%股权 | | 回购 | 舜禹股份 | 已累计回购3.07%股份 | | 业绩 | 长虹华意 | 上半年净利润2.57亿元 同比增长13.42% | | 增减持 | 光格科技 | 股东基石创投、方广二期拟合计减持不超4.04%股份 | | | 道道全 | 兴创投资拟增持5000万元-1亿元公司股份 | | 其他 | 豪恩汽电 | 拟定增募资不超11.05亿元 用于投资豪恩汽电深圳产线扩建项目等 | | | 英联股份 | 子公司与某知名圆柱电池公司签署《战略合作协议》 に 簡屋に | 【热点】 上纬新材(688585.SH)：如未来公司股票价格进一步上涨，可能再次 ...

Shareholder Reduction - Chengdu Dijing and Zhuo Yuqing, shareholders of Ruidi Zhichu, plan to reduce their holdings by a total of no more than 2.52% [1] - Tongde Industrial, a shareholder of Foster, intends to reduce its holdings by no more than 32.5236 million shares [1] - Huizhou Junqiang, a shareholder of Green Precision, plans to reduce its holdings by no more than 1.238 million shares [1] - The National Integrated Circuit Fund, a shareholder of Debang Technology, plans to reduce its holdings by no more than 3% [1] - Zhang Lixin, chairman and core technical personnel of Chipeng Micro, intends to reduce his holdings by no more than 2.6262 million shares [1] - Qian Chunbo, director and deputy general manager of Chuhai Technology, plans to reduce his holdings by no more than 548,300 shares [1] - Tai'an Tai, a shareholder of Zhejiang Agricultural Shares, intends to reduce its holdings by no more than 3% [1] - UCM, a shareholder of Youde Precision, plans to reduce its holdings by no more than 1% [1] - Ruizhong Life Insurance, a shareholder of Tongzhou Electronics, intends to reduce its holdings by no more than 1% [1] - Guangdong Kechuang, a shareholder of Hongqiang Shares, plans to reduce its holdings by no more than 1% [1] Other Company News - Yibai Pharmaceutical received a "suspension of production and sales notice" from the Guizhou Provincial Drug Supervision Administration [1] - Zhongma Transmission is not involved in the robotics business [1]

Group 1 - The company has experienced a significant decline in net profit, with a year-on-year decrease of 59.67% in Q1 2025, and it expects a further decline of 65.63% to 75.82% in net profit for the first half of 2025 [2] - The company's stock has seen a rapid increase, with 4 out of 5 trading days since July 30, 2025, closing at the daily limit, indicating potential market overheating despite no significant changes in the company's fundamentals [1][2] - The company's current price-to-earnings ratio (TTM) stands at 305.94, which is significantly higher than the industry average of 29.85, suggesting a potential overvaluation [1][2] Group 2 - The company clarifies that its products, specifically the electric vehicle reducers, are not related to the robotics sector, despite media reports categorizing it as a robotics concept stock [1][2] - The board confirms that there are no undisclosed matters that should be reported according to the Shanghai Stock Exchange regulations, ensuring transparency in its operations [2]

New Stock Issuance - The new stock issuance for Zhigao Machinery (证券代码: 920101) is priced at 17.41 CNY per share, effective from August 5, 2025[1] - China Heavy Industry (证券代码: 601989) has a cash option declaration period from August 13, 2025[1] - China Shipbuilding (证券代码: 600150) has a buyback request period from August 13 to August 15, 2025[1] Offer and Acquisition Periods - Shenkou Co., Ltd. (证券代码: 002633) has a tender offer period from July 29 to August 27, 2025[1] - ST Kelly (证券代码: 300326) has a tender offer period from July 17 to August 15, 2025[1] - Happiness Blue Ocean (证券代码: 300528) has a significant announcement on July 30, 2025[1] Market Volatility - There are reports of severe abnormal fluctuations for Tibet Tourism (证券代码: 600749) as of July 31, 2025[1] - ST Suwu (证券代码: 600200) also reported significant volatility on July 30, 2025[1] - The stock of ST YaTai (证券代码: 000691) is under observation for abnormal trading activities as of August 5, 2025[1]

Core Viewpoint - The company, Zhongma Transmission, has experienced a significant increase in stock price, raising concerns about market sentiment despite no fundamental changes in the company's operations [1] Company Summary - The company's stock has hit the daily limit up on four out of five trading days since July 30, 2025, indicating potential over-exuberance in the market [1] - The company clarified that it is primarily involved in manufacturing reducers for new energy vehicles and does not engage in the robotics sector, despite being categorized as a robotics concept stock by some media [1] - As of August 5, 2025, the company's price-to-earnings ratio (TTM) stands at 305.94, which is significantly higher than the industry average of 29.85 for automotive parts [1] - The company's net profit for the first quarter of 2025 decreased by 59.67% year-on-year, and it is projected that the net profit for the first half of 2025 will decline by 65.63% to 75.82% year-on-year [1]

Market Overview - The automotive parts sector increased by 1.59% on August 5, with Huami New Materials leading the gains [1] - The Shanghai Composite Index closed at 3617.6, up 0.96%, while the Shenzhen Component Index closed at 11106.96, up 0.59% [1] Top Gainers in Automotive Parts Sector - Huami New Materials (Code: 836247) closed at 23.73, up 12.41% with a trading volume of 192,200 shares and a transaction value of 450 million yuan [1] - Jiezhong Technology (Code: 873690) closed at 28.89, up 11.12% with a trading volume of 97,300 shares and a transaction value of 292 million yuan [1] - Shenda Co., Ltd. (Code: 600626) closed at 4.46, up 10.12% with a trading volume of 290,600 shares and a transaction value of 127 million yuan [1] Fund Flow Analysis - The automotive parts sector saw a net inflow of 884 million yuan from institutional investors, while retail investors experienced a net inflow of 28.08 million yuan [2][3] - Major stocks like Hunan Tianyan (Code: 600698) had a net inflow of 404 million yuan from institutional investors, but a net outflow of 210 million yuan from retail investors [3] Notable Decliners - Redik (Code: 300652) closed at 61.42, down 3.97% with a trading volume of 64,700 shares and a transaction value of 402 million yuan [2] - Fosa Technology (Code: 301529) closed at 68.88, down 2.03% with a trading volume of 61,600 shares and a transaction value of 428 million yuan [2]