格隆汇8月1日丨冠盛股份(605088.SH)公布，2025年7月，公司通过集中竞价交易方式已累计回购股份 48,000股，占公司2025年7月31日总股本（即202,818,693股）的比例为0.0237%，购买的最高价为41.10 元/股，最低价为40.51元/股，支付的总金额为1,960,109.00元（不含交易费用）。截至2025年7月31日， 公司已累计回购股份321,000股，占公司2025年7月31日总股本（即202,818,693股）的比例为0.1583%， 购买的最高价为41.10元/股，最低价为34.12元/股，已支付的总金额为11,781,824.00元（不含交易费 用）。 ...

Market Overview - The automotive parts sector experienced a decline of 0.85% on July 31, with Dengyun Co. leading the drop [1] - The Shanghai Composite Index closed at 3573.21, down 1.18%, while the Shenzhen Component Index closed at 11009.77, down 1.73% [1] Top Performers - Xiling Power (300733) saw a significant increase of 19.99%, closing at 20.71 with a trading volume of 355,600 shares and a turnover of 701 million [1] - Chuanhuan Technology (300547) rose by 8.21%, closing at 34.66 with a trading volume of 475,500 shares and a turnover of 1.661 billion [1] - Other notable gainers include Sulian Co. (301397) up 6.71%, Fusa Technology (301529) up 6.27%, and Feilong Co. (002536) up 5.55% [1] Underperformers - Dengyun Co. (002715) led the decline with a drop of 6.85%, closing at 16.86 with a trading volume of 120,100 shares and a turnover of 206 million [2] - Other significant losers include Xitai Ge (301229) down 6.57%, and Zhongma Transmission (603767) down 5.63% [2] Capital Flow - The automotive parts sector saw a net outflow of 1.809 billion from institutional investors, while retail investors had a net inflow of 2.015 billion [2] - The overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors increased their positions [2] Individual Stock Capital Flow - Xiling Power (300733) had a net inflow of 93.1888 million from institutional investors, while retail investors saw a net outflow of 35.0702 million [3] - Far East Transmission (002406) experienced a net inflow of 69.8017 million from institutional investors, with retail investors also seeing a net outflow [3] - Other stocks like Xiangxin Technology (002965) and Junsheng Electronics (600699) also showed varied capital flows, reflecting differing investor sentiments [3]

数据来源：天眼查APP 证券之星消息，根据天眼查APP数据整理，近日，浙江友锦科技有限公司成立，法定代表人为李昌，注 册资本1600万，经营范围包含：一般项目：电池制造；电池销售；电池零配件生产；电池零配件销售； 电子元器件与机电组件设备制造；电力电子元器件制造；电力电子元器件销售；先进电力电子装置销 售；电子专用材料研发；电子专用材料销售；电子产品销售；智能家庭消费设备制造；智能家庭消费设 备销售；充电桩销售；智能输配电及控制设备销售；输配电及控制设备制造；配电开关控制设备制造； 机械零件、零部件加工；机械零件、零部件销售；人工智能应用软件开发；人工智能行业应用系统集成 服务；人工智能理论与算法软件开发；物联网技术研发；物联网技术服务；物联网设备销售；工业互联 网数据服务；在线能源监测技术研发；工业设计服务；软件开发；云计算装备技术服务；新材料技术推 广服务；技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；储能技术服务；太阳能发 电技术服务；信息系统集成服务；新材料技术研发；合同能源管理；计算机软硬件及辅助设备批发；货 物进出口；技术进出口(除依法须经批准的项目外，凭营业执照依法自主开展经营活动 ...

Core Viewpoint - The company has announced the early redemption of its convertible bonds, triggered by the stock price exceeding the specified threshold for a consecutive period, which will enhance its capital strength and reduce future interest expenses [1][2]. Redemption Announcement - The company redeemed a total of 261,000 yuan (2,610 bonds) with a total redemption amount of 262,197.69 yuan, including the current interest [1][2]. - The redemption payment date is set for July 29, 2025, and the convertible bonds will be delisted on the same day [1][2]. Conditional Redemption Trigger - The conditional redemption clause was activated as the company's stock price was at least 130% of the bond's conversion price for 15 consecutive trading days from June 5 to June 25, 2025 [1][2]. Redemption Process - The board of directors approved the early redemption on June 25, 2025, and multiple announcements regarding the redemption were made between June 26 and July 26, 2025 [2]. - The redemption price was calculated at 100.4537 yuan per bond, which includes the principal and accrued interest [2]. Impact on Company - The total redemption amount of 262,197.69 yuan will not significantly impact the company's cash flow [4]. - The early redemption will reduce future interest expenses and strengthen the company's capital position, benefiting its development [4]. Share Capital Structure Changes - As of July 28, 2025, the total number of shares increased due to the conversion of 601,389,000 yuan of convertible bonds into 35,562,993 shares, representing 21.45% of the total shares before conversion [3][4]. - The shareholding structure of major shareholders was diluted due to the conversion, but it will not change the control of the company [4].

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: ●赎回数量：261,000 元（2,610 张） 证券代码：605088 证券简称：冠盛股份 公告编号：2025-079 债券代码：111011 债券简称：冠盛转债 ●赎回兑付总金额：262,197.69 元（含当期利息） 温州市冠盛汽车零部件集团股份有限公司 ●赎回款发放日：2025 年 7 月 29 日 关于"冠盛转债"赎回结果暨股份变动的公告 的公告》《关于提前赎回"冠盛转债"的提示性公告》，于 2025 年 7 月 8 日披 露了《关于实施"冠盛转债"赎回暨摘牌的公告》，并于 2025 年 7 月 9 日至 2025 年 7 月 26 日期间共披露了 14 次关于实施"冠盛转债"赎回暨摘牌的提示性公告。 （三）相关赎回条款 1、赎回登记日：2025 年 7 月 28 日 ●可转债摘牌日：2025 年 7 月 29 日 一、本次可转债赎回的公告情况 （一）有条件赎回条款成就情况 温州市冠盛汽车零部件集团股份有限公司（以下简称"公司"）股票自 2025 年 6 ...

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。 证券代码：605088 证券简称：冠盛股份 公告编号：2025-078 债券代码：111011 债券简称：冠盛转债 重要内容提示: 温州市冠盛汽车零部件集团股份有限公司 关于实施"冠盛转债"赎回暨摘牌的 最后一次提示性公告 ●赎回登记日：2025 年 7 月 28 日 ●赎回价格：100.4537 元/张 ●赎回款发放日：2025 年 7 月 29 日 ●最后交易日：2025 年 7 月 23 日 截至 2025 年 7 月 23 日收市后（自 2025 年 7 月 24 日起），"冠盛转债" 停止交易。 ●最后转股日：2025 年 7 月 28 日 截至 2025 年 7 月 25 日收市后，距离 7 月 28 日（"冠盛转债"最后转股 日）仅剩 1 个交易日，7 月 28 日为"冠盛转债"最后一个转股日。 ●本次提前赎回完成后，冠盛转债将自 2025 年 7 月 29 日起在上海证券交易 所摘牌。 ●投资者所持"冠盛转债"除在规定时限内按照 16.41 元/股的转股价格进 行 ...

Group 1: Stock Performance - Yiming Pharmaceutical achieved a 10.00% increase over two consecutive days, driven by developments in Tibet and medical technology [3] - Kantai Medical saw a first board listing with a 20.03% rise, attributed to medical device advancements [4] - Zhengchuan Co. also debuted on the first board with a 9.99% increase, linked to medicinal glass [3] - Yuheng Pharmaceutical and Tianmu Pharmaceutical both recorded first board listings with increases of 10.09% and 10.00% respectively, related to the pharmaceutical sector [3] Group 2: AI and Robotics - Zhi Zhen Technology and Zhongdian Xinlong both debuted on the first board with a 10.01% increase, associated with computing power and machine learning [6] - Hubei Broadcasting and Duolun Technology also saw first board listings with increases of 10.04% and 9.95%, driven by computing power and AI applications [7] - The M-Robots open-source project was announced, aiming to create a unified robot operating system [11] Group 3: Infrastructure and Energy - The announcement of a 1.2 trillion yuan investment in a super hydropower project has led to significant interest in related stocks [13][16] - Nanfang Road Machinery and Tuoshan Heavy Industry both achieved consecutive board listings with increases of 9.99% and 10.01%, linked to engineering machinery [15] Group 4: Tourism and Hospitality - The demand for various types of tourism, including educational and family trips, has surged, with national railways reporting 341 million passenger trips [18][19] - Sizhizang Tourism and Tianfu Cultural Tourism both recorded first board listings with increases of 9.99% and 10.04%, reflecting the growing tourism sector [20] Group 5: Market Trends - The stock market has shown a strong focus on sectors such as robotics, AI, and infrastructure, with multiple companies achieving significant stock price increases [22][23]

证券代码：605088 证券简称：冠盛股份 公告编号：2025-077 债券代码：111011 债券简称：冠盛转债 温州市冠盛汽车零部件集团股份有限公司 关于实施"冠盛转债"赎回暨摘牌的 第十三次提示性公告 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: ●赎回登记日：2025 年 7 月 28 日 ●赎回价格：100.4537 元/张 ●赎回款发放日：2025 年 7 月 29 日 ●最后交易日：2025 年 7 月 23 日 截至 2025 年 7 月 23 日收市后（自 2025 年 7 月 24 日起），"冠盛转债" 停止交易。 ●最后转股日：2025 年 7 月 28 日 截至 2025 年 7 月 24 日收市后，距离 7 月 28 日（"冠盛转债"最后转股 日）仅剩 2 个交易日，7 月 28 日为"冠盛转债"最后一个转股日。 ●本次提前赎回完成后，冠盛转债将自 2025 年 7 月 29 日起在上海证券交易 所摘牌。 ●投资者所持"冠盛转债"除在规定时限内按照 16.41 元/股的转股价格进 行 ...

证券代码：605088 证券简称：冠盛股份 公告编号：2025-076 债券代码：111011 债券简称：冠盛转债 温州市冠盛汽车零部件集团股份有限公司 关于实施"冠盛转债"赎回暨摘牌的 第十二次提示性公告 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: ●赎回登记日：2025 年 7 月 28 日 ●赎回价格：100.4537 元/张 ●赎回款发放日：2025 年 7 月 29 日 部件集团股份有限公司（以下简称"公司"）股票已有 10 个交易日收盘价不低 于"冠盛转债"当期转股价格 17.01 元/股的 130%（22.11 元/股）。因公司实施 了 2024 年度利润分配，自 2025 年 6 月 18 日起，转股价格调整为 16.41 元/股， 自 2025 年 6 月 19 日至 2025 年 6 月 25 日，公司股票已有 5 个交易日收盘价不低 于"冠盛转债"当期转股价格 16.41 元/股的 130%（21.33 元/股）。 公司股票自 2025 年 6 月 5 日至 2025 年 6 月 25 ...

Industry Overview - The report from Shanghai Securities highlights the technical barriers of universal joints, which include materials and heat treatment, precision processing and manufacturing, bearing and sealing technology, and a stable quality assurance system. These components are critical for strength, vibration, wear life, and reliability, often referred to as the "fuse" of the transmission system, indicating their vulnerability as safety components [1][3]. Universal Joint Applications - Universal joints, also known as universal couplings, are essential for angular power transmission in applications requiring directional changes in drive shafts. They are categorized into three types: rigid (non-constant velocity), flexible (quasi-constant velocity), and constant velocity universal joints. Rigid universal joints are used for high torque transmission with less concern for speed uniformity, while flexible joints are designed for medium to small power transmission with high damping and noise control requirements. Constant velocity joints ensure smooth power transfer during vehicle steering, commonly found in passenger car half shafts [2]. Robotic Applications - Universal joints are being adapted for use in humanoid robots, particularly in wrist and neck joints. The specifications for automotive universal joints, which include larger sizes, higher torque, and longer lifespans, contrast with the smaller, high-precision, thin-walled structures required for robotic applications. A universal joint provides two degrees of freedom, enhancing the flexibility of robotic joints compared to standard bearings that typically offer only one degree of freedom [3]. Company Developments - Wanxiang Qianchao focuses on the research and manufacturing of automotive components, including universal joints and drive shafts. The company is also developing products for robotics, such as precision axes and cross-roller bearings, targeting leading robotic users [4][5]. - Guansheng Co., specializing in automotive aftermarket components, has recognized the potential of universal joints in humanoid robot joints and is conducting feasibility studies and technical exchanges in this area [5]. - Zhengqiang Co. is a national high-tech enterprise concentrating on cross-axis universal joint assemblies and related components, primarily for fuel and new energy vehicles [5]. Investment Recommendations - Companies to watch include Zhengqiang Co., Wanxiang Qianchao, and Guansheng Co. due to their involvement in the development of universal joints for humanoid robots and their established positions in the automotive parts industry [6].