证券代码：605133 证券简称：嵘泰股份 公告编号：2025-048 江苏嵘泰工业股份有限公司 | 股东名称 | 泰安润奕投资合伙企业(有限合伙) | | | | --- | --- | --- | --- | | 股东身份 | 控股股东、实控人及一致行动人 | √是 | □否 | | | 直接持股 5%以上股东 | □是 | √否 | | | 董事、监事和高级管理人员 | □是 | √否 | | | 其他：/ | | | | 持股数量 | 11,856,000股 | | | | 持股比例 | 4.19% | | | 一、减持主体的基本情况 1 重要内容提示： | | | 股东持股的基本情况：截至本公告日，公司股东泰安润奕投资合伙企业 (有限合伙)（以下简称"泰安润奕"）持有公司无限售条件流通股 11,856,000 股，占公司当前总股本的 4.19%。前述股东持有的公司股份均系公司首次公开发 行股票前取得，该部分股份已于 2024 年 8 月 26 日解除限售并上市流通。 减持计划的主要内容：泰安润奕因自身资金需求，计划自本公告披露之 日起 15 个交易日后的 3 个月内通过集中竞价、大宗交易方式合计减持 ...

Group 1 - The company Rongtai Co., Ltd. (605133.SH) reported a total operating revenue of 1.34 billion yuan for the first half of 2025, representing a year-on-year growth of 16.63% [1] - The net profit attributable to shareholders of the parent company reached 97.72 million yuan, showing a year-on-year increase of 13.29% [1] - The basic earnings per share were reported at 0.49 yuan [1]

（文章来源：第一财经） 嵘泰股份公告，公司股东泰安润奕投资合伙企业（有限合伙）因自身资金需求，计划自本公告披露之日 起15个交易日后的3个月内通过集中竞价、大宗交易方式合计减持公司股份数量不超过2964000股（不超 过公司总股本的1.05%）。 ...

嵘泰股份公告，股东泰安润奕投资合伙企业(有限合伙)持有公司1185.6万股，占4.19%，拟自2025年9月 22日至2025年12月21日通过集中竞价、大宗交易方式合计减持不超过296.4万股，不超过公司总股本的 1.05%，其中集中竞价减持不超过282.81万股，大宗交易减持不超过296.4万股。 ...

证券代码：605133 证券简称：嵘泰股份 公告编号：2025-046 5、本次董事会会议由董事长夏诚亮先生主持。 江苏嵘泰工业股份有限公司 第三届董事会第九次会议决议公告 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。 一、董事会会议召开情况 1、江苏嵘泰工业股份有限公司（以下简称"公司"）第三届董事会第九次会 议的召开符合有关法律、行政法规、部门规章、规范性文件和公司章程的规定。 2、本次董事会会议通知和材料于 2025 年 8 月 21 日以电子邮件及电话等形 式送达全体董事。 3、本次董事会会议于 2025 年 8 月 27 日在公司以现场及通讯表决方式召开。 4、本次董事会会议应出席的董事 7 人，实际出席会议的董事 7 人。 1、公司第三届董事会第九次会议决议； 2、公司第三届董事会审计委员会 2025 年第三次会议记录。 二、董事会会议审议情况 与会董事经认真审议和表决，通过如下决议： 1、审议通过了《2025 年半年度报告及摘要》 本事项已经公司第三届董事会审计委员会 2025 年第三次会议审议通过，并 ...

江苏嵘泰工业股份有限公司2025 年半年度报告 公司代码：605133 公司简称：嵘泰股份 江苏嵘泰工业股份有限公司 2025 年半年度报告 二○二五年八月 1 / 182 江苏嵘泰工业股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会及董事、高级管理人员保证半年度报告内容的真实性、准确性、完整性，不 存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 公司全体董事出席董事会会议。 三、 本半年度报告未经审计。 四、 公司负责人夏诚亮、主管会计工作负责人张伟中及会计机构负责人（会计主管人员）童丽 平声明：保证半年度报告中财务报告的真实、准确、完整。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 不适用 六、 前瞻性陈述的风险声明 √适用 □不适用 本报告涉及未来计划等前瞻性陈述，不构成公司对投资者的实质承诺，敬请投资者注意投资 风险。 七、 是否存在被控股股东及其他关联方非经营性占用资金情况 否 八、 是否存在违反规定决策程序对外提供担保的情况 否 九、 是否存在半数以上董事无法保证公司所披露半年度报告的真实性、准确性和完整性 否 十、 重大风险提示 报告期 ...

证券代码：605133 证券简称：嵘泰股份 公告编号：2025-047 江苏嵘泰工业股份有限公司 关于 2025 年半年度募集资金存放与使用情况的专项报告 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。 一、募集资金基本情况 (一) 实际募集资金金额、资金到账时间 本公司经中国证券监督管理委员《关于同意江苏嵘泰工业股份有限公司向特定对象发行股 票注册的批复》(证监许可[2024]1743 号)，公司以向特定对象发行的方式向 16 名特定对象募 集资金合计 877,900,578.28 元，扣除承销保荐费用 8,729,005.78 元及其他发行相关费用合计 (不含税)人民币 2,452,908.49 元，实际募集资金净额为人民币 866,718,664.01 元。上述募集 资金已于 2025 年 3 月 28 日全部到位，业经中汇会计师事务所(特殊普通合伙)验证，并由其出 具了《验资报告》(中汇会验[2025]2993 号)。 (二) 募集金额使用情况和结余情况 截至 2025 年 6 月 30 日止，结余募集资金(含利 ...

Group 1 - The core viewpoint is that humanoid robots are transitioning from virtual to reality and from passive execution to active action, driven by recent events like the World Artificial Intelligence Conference and the World Robot Conference [1][3] - The first Humanoid Robot Games showcased over 500 robots from 280 teams across 16 countries, featuring 26 events including athletics, soccer, and service tasks [2] - The event highlighted advancements in humanoid robot capabilities, with notable performances such as the Yushutech H1 achieving speeds of 3.8 m/s and 4.5 m/s in 1500m and 400m races respectively [2] Group 2 - The report suggests that the robot sector is poised for growth in new application scenarios and order-driven trends, with specific recommendations for companies like Shuanglin Co., Rongtai Co., and Dechang Motor Holdings [3][6] - The GenieEnvisioner platform by Zhiyuan Robotics integrates video generation with real-world robot control, marking a significant advancement in robot learning and action execution [4][5] - The report emphasizes investment opportunities in the humanoid robot space, particularly in areas like lead screws, linear joint assemblies, and sensors, recommending companies such as Shuanglin Co. and Dechang Motor Holdings [6]

Investment Rating - The report maintains a "Buy" rating for the automotive industry, highlighting the potential of humanoid robots and related technologies [2][9]. Core Insights - The humanoid robot sector is experiencing a significant transformation, moving from passive execution to active engagement, driven by events like the World Artificial Intelligence Conference and the World Robot Conference [7][9]. - The report emphasizes the potential for new applications and orders in the robotics sector, suggesting a bullish outlook for companies involved in humanoid robotics [7][9]. Summary by Sections Industry Performance - The automotive sector has shown strong performance with a 1-month increase of 9.0%, a 3-month increase of 10.2%, and a 12-month increase of 59.8%, outperforming the Shanghai Composite Index [4][18]. Investment Recommendations - Recommended companies include: - **Double Lin Co., Ltd.** (300100.SZ) with a target price of 50.84 and an EPS forecast of 1.24 for 2024 [12]. - **Redik** (300652.SZ) with a target price of 63.03 and an EPS forecast of 1.22 for 2024 [12]. - **Jianghuai Automobile** (600418.SH) with a target price of 52.48 and an EPS forecast of 0.12 for 2024 [12]. - **Sailis** (601127.SH) with a target price of 135.87 and an EPS forecast of 3.84 for 2024 [12]. - **Beite Technology** (603009.SH) with a target price of 49.80 and an EPS forecast of 0.20 for 2024 [12]. - **New Spring Co., Ltd.** (603179.SH) with a target price of 48.88 and an EPS forecast of 2.28 for 2024 [12]. - **Rongtai Co., Ltd.** (605133.SH) with a target price of 38.92 and an EPS forecast of 0.88 for 2024 [12]. - **Kait Co., Ltd.** (832978.BJ) with a target price of 32.96 and an EPS forecast of 0.82 for 2024 [12]. - **Jun Chuang Technology** (833533.BJ) with a target price of 35.85 and an EPS forecast of 1.18 for 2024 [12]. - **Yishi Precision** (836221.BJ) with a target price of 21.74 and an EPS forecast of 0.56 for 2024 [12]. Industry Data Tracking - The report notes that the average daily retail of passenger cars in early August was 45,200 units, a 4% decrease year-on-year but a 6% increase compared to the previous month [40][41]. - The wholesale of passenger cars for the first ten days of August was 403,000 units, reflecting a 16% year-on-year increase [41]. Company Announcements and Industry News - The report highlights the first World Humanoid Robot Games, showcasing over 500 robots from 16 countries, indicating a growing interest and investment in humanoid robotics [6][9]. - The introduction of the Genie Envisioner platform by Zhiyuan Robotics, which integrates various technologies for robot control, marks a significant advancement in the field [8][9].

Company Overview - Jiangsu Rongtai Industrial Co., Ltd. is located in Yangzhou, Jiangsu Province, established on June 15, 2000, and listed on February 24, 2021. The company specializes in the research and production of aluminum alloy precision die-casting parts [1][2]. Stock Performance - As of August 22, Rongtai's stock price increased by 2.02%, reaching 35.79 CNY per share, with a total market capitalization of 10.12 billion CNY. The stock has risen 99.00% year-to-date, with a 7.87% increase over the last five trading days, 7.16% over the last twenty days, and 22.28% over the last sixty days [1]. - The stock has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on May 8, where it recorded a net buy of -982.82 million CNY [1]. Financial Performance - For the period ending March 31, 2025, Rongtai reported a revenue of 662 million CNY, reflecting a year-on-year growth of 29.68%. The number of shareholders decreased by 14.54% to 13,100, while the average circulating shares per person increased by 17.01% to 14,162 shares [2]. Shareholder Information - As of March 31, 2025, the top ten circulating shareholders include Guotai Intelligent Automotive Stock A, which holds 2.92 million shares, a decrease of 232,800 shares compared to the previous period [2]. Industry Classification - Rongtai is classified under the Shenwan industry as part of the automotive sector, specifically in automotive parts related to chassis and engine systems. The company is involved in concepts such as integrated die-casting, automotive lightweighting, and Tesla-related components [1].