Core Viewpoint - Rongtai Co., Ltd. plans to acquire 51% equity of Zhongshan Audo Electronic Technology Co., Ltd. for a total transaction price of 288 million yuan, which will make Zhongshan Audo a subsidiary of Rongtai [1] Group 1: Acquisition Details - The acquisition price for 51% equity of Zhongshan Audo is 288 million yuan [1] - After the transaction, Zhongshan Audo will become a controlling subsidiary of Rongtai [1] Group 2: Strategic Implications - Both Rongtai and Zhongshan Audo operate in the automotive parts industry, with downstream customers being automotive manufacturers, indicating significant synergy from the acquisition [1] - Rongtai has advantages in domestic and international customer relationships, which can help expand Zhongshan Audo's customer base [1] - The acquisition allows Rongtai to transition from precision die-casting to the more technology-intensive automotive electronics sector, facilitating external expansion [1]

Investment Rating - The report maintains a "Buy" rating for the automotive industry, highlighting potential growth opportunities in the humanoid robotics sector and related companies [6][9][46]. Core Insights - The 2025 World Robot Conference is set to showcase over 1,500 exhibits from more than 200 companies, emphasizing innovation and collaboration within the robotics industry [4][5]. - The humanoid robotics sector is undergoing a significant transformation, moving from virtual to real-world applications, which is expected to drive demand and create new market opportunities [6][9]. - The report identifies specific companies as key investment opportunities, including Shuanglin Co., Ltd., Leedick, and others, based on their positioning in the humanoid robotics and automotive sectors [9][46]. Market Performance - The automotive sector has shown a 36.5% increase over the past 12 months, outperforming the broader market [2][17]. - The report notes a decline in the automotive index by 2.1% recently, lagging behind the overall market performance [16][22]. Company Announcements and New Models - NIO's L90 and Li Auto's i8 have been launched, with the L90 priced starting at 279,900 CNY and the i8 ranging from 321,800 to 369,800 CNY, both featuring advanced electric vehicle technologies [7][8][63]. - The report highlights the strategic importance of these new models in enhancing the companies' market positions and technological capabilities [7][8]. Investment Recommendations - The report recommends several companies for investment based on their roles in the humanoid robotics and automotive sectors, including Shuanglin Co., Ltd., Leedick, and others, emphasizing their growth potential and market positioning [9][46][48].

证券代码：605133 证券简称：嵘泰股份 公告编号：2025-040 关于选举职工代表董事的公告 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。 为进一步完善公司治理结构，根据《公司法》《上市公司章程指引》等法律 法规和规范性文件及《公司章程》的规定，江苏嵘泰工业股份有限公司（以下简 称"公司"）于2025年8月4日召开职工代表大会选举勾建勇先生为公司第三届董 事会职工代表董事（简历详见附件），任期自本次职工代表大会选举之日起至公 司第三届董事会任期届满之日止。 勾建勇先生符合《公司法》等法律法规规定的有关职工代表董事的任职资格 和条件，其当选公司职工代表董事后，公司董事会中兼任高级管理人员职务的董 事以及由职工代表担任的董事，总计不得超过公司董事总数的二分之一，符合相 关法律法规及规范性文件的要求。 江苏嵘泰工业股份有限公司 二〇二五年八月五日 附件：勾建勇先生简历 勾建勇先生，1970年生，中国国籍，无境外永久居留权，本科学历，正高级 工程师。曾任济南轻骑压铸厂质量科长、技术科长，济南慧成铸造有限公司制造 部长、技 ...

机器人（300024）、减速器概念延续上周五强势，中马传动（603767）4天3板，东杰智能（300486）触 及20cm涨停，夏厦精密（001306）、日盈电子（603286）、嵘泰股份（605133）、浙江荣泰 （603119）、长盛轴承（300718）等跟涨。 暗盘资金一眼洞悉庄家意图>> ...

Core Insights - The article provides a comprehensive list of the top 30 publicly listed companies in the die-casting industry in China, highlighting their financial performance, technological advancements, and key clients. Group 1: Company Performance - Guangdong Hongtu reported Q1 2025 revenue of 2.099 billion with a gross margin of 12.58% and holds over 500 patents in aluminum alloy technology, serving clients like Tesla and BYD [1] - Huayang Group achieved Q1 2025 revenue of 1.991 billion and a gross margin of 21.56%, focusing on automotive electronic die-casting and serving clients such as BMW and Mercedes [4] - Ningbo Top Group reported Q1 2025 revenue of 5.768 billion, being a supplier for Tesla's integrated rear cabin [7] - Wencan Co. reported Q1 2025 revenue of 1.27 billion with a gross margin of 13.43%, specializing in integrated die-casting technology [9] - Lichung Group achieved Q1 2025 revenue of 5.967 billion, with a year-on-year growth of 16.49% [16] Group 2: Technological Advancements - Yian Technology is a global leader in liquid metal die-casting, producing over 5 million magnesium alloy parts annually [3] - Shenzhen New Star has developed a high vacuum die-casting process, expecting 1 billion revenue from automotive optical business in 2025 [17] - Meili Xin reported a 60% revenue growth in the photovoltaic sector in 2023, with a global market share of 25% in photovoltaic inverter die-casting [18] Group 3: Client Relationships - Aikodi serves clients including NIO and Bosch, with a 35% increase in net profit in 2023 [6] - Cloud Metal reported a 55% growth in magnesium alloy business in 2023, serving clients like Tesla and BMW [14] - BYD has achieved over 80% self-supply rate for die-casting parts in 2023, with a 30% increase in self-developed equipment capacity [20]

（文章来源：证券日报） 证券日报网讯 8月1日晚间，嵘泰股份发布公告称，公司2025年第一次临时股东大会审议通过了《关于 变更公司注册资本、撤销监事会、修订及相关议事规则并办理工商变更登记的议案》等多项议案。 ...

Investment Rating - The report does not explicitly state an investment rating for the automotive industry or the embodied intelligence sector Core Insights - The embodied intelligence sector is entering a rapid implementation phase as of 2025, with multiple manufacturers planning mass production of robots across various applications [12][16][18] - The automotive industry is actively integrating embodied intelligence into its supply chain, leveraging existing technological advancements and manufacturing capabilities [34][37] - Government policies across various provinces are increasingly supportive of the embodied intelligence and robotics industries, aiming to foster innovation and market expansion [17][21][18] Summary by Sections 1. Rapid Development of Embodied Intelligence - The period from 2020 to 2025 marks a significant evolution in embodied intelligence, driven by advancements in AI and robotics, particularly following the release of OpenAI's ChatGPT3 [11] - Major manufacturers like Tesla and Xiaomi are entering the market, with Tesla predicting a production capacity of over 5,000 units by 2025 and 50,000 units by 2026 [13][16] - The demand for robots in various sectors is projected to grow significantly, with manufacturing being a primary area for automation due to its repetitive tasks [25][27] 2. Integration of Automotive and Embodied Intelligence - The automotive industry is leveraging its existing technological expertise in areas such as sensor fusion and control algorithms to facilitate the development of embodied intelligence [34][37] - Over ten automotive manufacturers are actively pursuing the embodied intelligence sector through self-development and strategic investments [36][37] - The shared supply chain for components like sensors and chips between automotive and robotics sectors is expected to reduce costs and enhance production efficiency [43][49] 3. Government Support and Policy Framework - Various provinces, including Shenzhen and Beijing, have introduced policies to support the development of embodied intelligence, focusing on technology breakthroughs and ecosystem building [17][21][18] - The policies aim to create a conducive environment for innovation, with specific targets for industry scale and technological advancements by 2027 [18][21] - The report highlights a collaborative approach among regions to drive the growth of the embodied intelligence sector, emphasizing the importance of technology and market integration [18][21]

(一) 股东大会召开的时间：2025 年 8 月 1 日 证券代码：605133 证券简称：嵘泰股份 公告编号：2025-039 江苏嵘泰工业股份有限公司 2025年第一次临时股东大会决议公告 (二) 股东大会召开的地点：江苏省扬州市江都区仙城工业园乐和路 8 号 公司会议室 (三) 出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情 况： 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： 本次会议是否有否决议案：无 一、 会议召开和出席情况 | 1、出席会议的股东和代理人人数 | 197 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 156,555,461 | | 3、出席会议的股东所持有表决权股份数占公司有表决 | 55.3577 | | 权股份总数的比例（%） | | (四) 表决方式是否符合《公司法》及《公司章程》的规定，大会主持情 况等。 本次股东大会由公司董事会召集，由董事长夏诚亮先生主持。本次会议的召 集、召开及表决方式符合《公司法》及《公司章程》的 ...

北 京 大 成 律 师 事 务 所 www.dacheng.com 北京市朝阳区朝阳门南大街 10 号兆泰国际中心 B 座 16-21 层 16-21F, Tower B, ZT INTERNATIONAL CENTER, No.10, Chaoyangmen Nandajie, Chaoyang District, Beijing Tel: +8610 5813 7799 Fax: +8610 5813 7788 dacheng.com dentons.cn 北京大成律师事务所 关于江苏嵘泰工业股份有限公司 北 京 大 成 律 师 事 务 所 关 于 江 苏 嵘 泰 工 业 股 份 有 限 公 司 2025 年 第 一 次 临 时 股 东 大 会 的 法 律 意 见 书 2025 年第一次临时股东大会的法律意见书 致：江苏嵘泰工业股份有限公司 北京大成律师事务所（以下简称"本所"）接受江苏嵘泰工业股份有限公司 （以下简称"公司"）的委托，指派律师出席公司 2025 年第一次临时股东大会 （以下简称"本次股东大会"），依据《中华人民共和国公司法》（以下简称"《公 司法》"）、《中华人民共和国证券法》（以下简称 ...

证券代码：605133 证券简称：嵘泰股份 公告编号：2025-038 江苏嵘泰工业股份有限公司 关于公司董事辞职的公告 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法律责任。 一、董事离任情况 (一) 提前离任的基本情况 | | | | | | | 是否继续 | | 是否存 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 离任 | | | 原定任期 | | 在上市公 | | 具体职 在未履 | | | | 姓名 | | | 离任时间 | | | 离任原因 司及其控 | | 务（如适 行完毕 | | | | | 职务 | | | 到期日 | | | | | | | | | | | | | | 股子公司 用） | 的公开 | | | | | | | | | | 任职 | | 承诺 | | | | | | | | | | 董事会成 | | 全资子 | | | | | 陈双奎 | | 董事 | | | 员需依法 | 是 | | | 公 ...