Financial Performance - The company's operating revenue for Q1 2025 was CNY 661,834,584.13, representing a 29.68% increase compared to CNY 510,350,593.94 in the same period last year[3]. - Net profit attributable to shareholders was CNY 48,225,882.42, up 13.76% from CNY 42,391,821.13 year-on-year[3]. - Basic earnings per share increased to CNY 0.26, a rise of 13.04% from CNY 0.23 in the previous year[3]. - Operating profit for Q1 2025 was ¥59,978,177.16, up 34.9% from ¥44,447,735.86 in Q1 2024[19]. - The total comprehensive income for Q1 2025 was ¥63,342,447.50, compared to ¥60,929,624.96 in Q1 2024, indicating a growth of 3.3%[19]. Assets and Liabilities - Total assets at the end of the reporting period reached CNY 5,523,789,972.34, marking a 26.00% increase from CNY 4,384,095,103.23 at the end of the previous year[4]. - The company's current assets reached CNY 2,844,552,774.97, up from CNY 1,901,649,897.05, indicating a growth of about 50%[13]. - Total liabilities increased to ¥1,873,852,403.73 in Q1 2025, up from ¥1,601,458,080.04 in Q1 2024, reflecting a growth of 16.9%[14]. - The total liabilities of the company as of March 31, 2025, were not explicitly stated but can be inferred to have increased alongside total assets[12]. Shareholder Information - Shareholders' equity attributable to the parent company was CNY 3,570,199,336.38, reflecting a 31.42% increase from CNY 2,716,563,421.15[4]. - The total number of ordinary shareholders at the end of the reporting period was 13,057[8]. - The company repurchased 1,798,500 shares, representing 0.97% of the total share capital as of March 31, 2025[10]. - The company has not reported any significant changes in major shareholders or their participation in margin trading activities[11]. Cash Flow - The net cash flow from operating activities was CNY 59,810,857.86, down 12.26% from CNY 68,167,718.72 in the same period last year[3]. - In Q1 2025, the net cash flow from operating activities was ¥59,810,857.86, a decrease of 12.5% compared to ¥68,167,718.72 in Q1 2024[22]. - Cash inflow from financing activities in Q1 2025 reached ¥1,352,763,723.33, a significant increase compared to ¥424,961,835.88 in Q1 2024, marking a growth of 218.5%[23]. - The net cash flow from financing activities was ¥978,166,388.53 in Q1 2025, compared to ¥50,893,986.94 in Q1 2024, indicating a substantial increase[23]. Investment and Development - The company plans to expand its market presence and invest in new product development to drive future growth[6]. - Research and development expenses for Q1 2025 were ¥27,312,026.62, an increase from ¥24,086,607.76 in Q1 2024[18]. - There are no new strategies or product developments mentioned in the provided content[12].

嵘泰股份（605133）公告，2025年第一季度营收为6.62亿元，同比增长29.68%；净利润为4822.59万 元，同比增长13.76%。 ...

Investment Rating - The report maintains a "Buy" rating for the company with a target price of 40.32 CNY, based on a projected average PE of 36 times for comparable companies in 2025 [2][5]. Core Views - The company is actively expanding new projects and developing its robotics business to cultivate a second growth curve [1]. - The financial performance for 2024 is in line with expectations, with a projected revenue of 2.352 billion CNY, representing a year-on-year growth of 16.4%, and a net profit of 163 million CNY, up 11.9% year-on-year [8]. - The company is focusing on enhancing its global presence and expanding its product offerings in the new energy sector, including partnerships with major clients in the automotive industry [8]. Financial Forecasts - The forecasted net profits for the years 2025 to 2027 are 244 million CNY, 305 million CNY, and 375 million CNY respectively, with a significant increase of 49.1% in 2025 compared to the previous year [2][4]. - Revenue projections show a steady increase from 2.889 billion CNY in 2025 to 4.032 billion CNY in 2027, with growth rates of 22.8%, 17.8%, and 18.5% respectively [4][8]. Key Financial Metrics - The company’s gross margin is expected to improve from 24.0% in 2024 to 25.7% in 2027, indicating better cost management and pricing strategies [4][8]. - The net profit margin is projected to increase from 6.9% in 2024 to 9.3% in 2027, reflecting enhanced profitability [4][8]. - The return on equity (ROE) is anticipated to rise from 6.1% in 2024 to 8.9% in 2027, showcasing improved efficiency in generating profits from shareholders' equity [4][8].

New Stock Issuance - Tian Gong Co., Ltd. issued shares at a price of 3.94[1] - Ze Run New Energy issued shares at a price of 33.06[1] Rights Issues and Trading Alerts - ST Xin Chao has a tender offer period from April 8, 2025, to May 7, 2025[1] - The second tender offer period for ST Xin Chao is from April 23, 2025, to May 22, 2025[1] - The last trading day for Pu Li Tui is in 14 trading days[1] - The last trading day for Pu Li Zhuang Tui is also in 14 trading days[1] Abnormal Fluctuations - Multiple stocks are flagged for severe abnormal fluctuations, including Dongfang Tong and Ningbo United[1] - A total of 14 stocks are noted for significant price volatility, with specific links to their announcements provided[1] Additional Trading Information - Various stocks have upcoming announcements and trading alerts, including ST Hua Peng and Bei Ding Co., Ltd.[1] - The report includes links to detailed announcements for each stock mentioned, ensuring transparency and accessibility for investors[1]

Investment Rating - The report gives an "Overweight" rating for the robotics industry, indicating a positive outlook for investment opportunities in this sector [1]. Core Insights - Planetary roller screws are expected to become standard components in humanoid robots, offering high efficiency, precision, load capacity, and longevity [3]. - The market potential for roller screws is significant, with Tesla's Optimus humanoid robot projected to require over 14 screws per unit, leading to a potential market space of 14 billion if production reaches 1 million units by 2027 [3]. - Current challenges in screw production include processing techniques, equipment availability, and material quality, which may hinder scaling [3]. - Domestic companies are accelerating industrialization efforts, with several firms making strategic investments and partnerships to enhance screw production capabilities [3]. Summary by Sections Market Potential - The roller screw market is vast, with Tesla's demand alone potentially exceeding 14 billion [3]. - Tesla plans to ramp up production of humanoid robots significantly by 2027, which will drive demand for roller screws [3]. Production Challenges - Processing methods for screws are not fully optimized, with various techniques having trade-offs in efficiency and cost [3]. - High-end equipment for screw production is limited and expensive, impacting domestic production capabilities [3]. - Material quality for screws is currently inferior to international standards, affecting performance and durability [3]. Industry Developments - Companies like Rongtai Co., Zhejiang Rongtai, and others are actively pursuing partnerships and investments to enhance their screw production capabilities [3]. - Significant investments are being made in R&D and production facilities to meet the growing demand for planetary roller screws [3].

New Stock Listings - The new stock "Zhongjie Automobile" (code: 301560) is listed at an issuance price of 16.50[1] Rights Issues and Offers - Cash option for "AVIC Capital" (code: 600705) is available from April 23 to April 25, 2025[1] - Tender offer for "ST Xinchao" (code: 600777) is open from April 23 to May 22, 2025[1] - "ST Puli" (code: 300630) will enter the delisting arrangement period starting April 28, 2025[1] Market Alerts - "Guoguang Chain" (code: 605188) has reported severe abnormal fluctuations[1] - "Dongfang Tong" (code: 300379) also reported severe abnormal fluctuations[1] Other Announcements - "Huili B" (code: 900939) has a recent announcement linked to its trading activities[1] - "Zhejiang Rongtai" (code: 603119) has a recent announcement linked to its trading activities[1] - "ST Jiuyou" (code: 600462) has a recent announcement linked to its trading activities[1]

公司股票近两个交易日内收盘价格涨幅偏离值累计达到 20%以上,作为公司 的控股股东和实际控制人,目前不存在影响上市公司股票交易异常波动的重大事 项;不存在其他应披露而未披露的重大信息,包括但不限于正在筹划涉及上市公 司的重大资产重组、股份发行、重大交易类事项、业务重组、股份回购、股权激 励、破产重整、重大业务合作、引进战略投资者等重大事项。 特此回函。 控股股东及实际控制人关于对江苏嵘泰工业股份有限公司 股票交易异常波动的书面回函 江苏嵘泰工业股份有限公司: 于 2025 年 4 月 24 日收到贵公司发来的《关于江苏嵘泰工业股份有限公司股 票交易异常波动的间询函》,经自查,现回函如下: 控股股东: में 国诚报 实际控制人: 朱迎晖 朱华夏 夏诚亮 2025年 4月24日 t (以下无正文) 在官方官方在官方的意思考官方法律师,以我有官方法律师,以前有所有人的人民的人民的人民的人民的人民的人民的人民 (本页无正文,为控股股东及实际控制人关于对江苏嵘泰工业股份有限公司股票 交易异常波动的书面回函之签署页) ...

江苏嵘泰工业股份有限公司 股票交易异常波动公告 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。 重要内容提示： 江苏嵘泰工业股份有限公司（以下简称"公司"）股票连续两个交易日 内收盘价格涨幅偏离值累计达到 20%以上，属于《上海证券交易所交易规则》规 定的股票交易异常波动情形。 经公司自查并向控股股东及实际控制人发函问询，不存在应披露而未披 露的重大信息。 敬请广大投资者理性决策，注意投资风险。 一、股票交易异常波动的具体情况 证券代码：605133 证券简称：嵘泰股份 公告编号：2025-021 经问询公司控股股东及实际控制人，截至目前，公司控股股东及实际控制人 不存在按照《上海证券交易所股票上市规则》等有关规定涉及本公司的应披露而 未披露的事项，包括但不限于筹划重大资产重组、股份发行、重大交易类事项、 业务重组、股份回购、股权激励、破产重整、重大业务合作、引进战略投资者等 重大事项。 （三）媒体报道、市场传闻、热点概念情况 公司目前尚未发现涉及本公司的需要澄清或回应的媒体报道或市场传闻，公 司也不涉及热点概念。 （四 ...

| 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 002085 | 万丰奥 威 | 9.99 | 4.62 | 35217.70 | 22.59 | | 601689 | 拓普集 团 | 5.78 | 2.86 | 12657.80 | 4.97 | | 605208 | 永茂泰 | 10.00 | 11.23 | 9174.19 | 22.59 | | 300328 | 宜安科 | 5.33 | 10.66 | 7964.98 | 10.70 | | | 技 | | | | | | 300083 | 创世纪 | 5.06 | 10.10 | 7762.49 | 6.10 | | 600733 | 北汽蓝 | 0.91 | 2.10 | 4439.36 | 5.50 | | | 谷 | | | | | | 002101 | 广东鸿 | 7.43 | 4.24 | 3601.40 | 10.43 | | | 图 | | | ...

关于召开 2024 年年度股东大会的通知 证券代码：605133 证券简称：嵘泰股份 公告编号：2025-020 江苏嵘泰工业股份有限公司 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： 股东大会召开日期：2025年5月21日 本次股东大会采用的网络投票系统：上海证券交易所股东大会网络投票 系统 一、 召开会议的基本情况 (一) 股东大会类型和届次 2024 年年度股东大会 (二) 股东大会召集人：董事会 (三) 投票方式：本次股东大会所采用的表决方式是现场投票和网络投票 相结合的方式 (四) 现场会议召开的日期、时间和地点 召开的日期时间：2025 年 5 月 21 日 9 点 30 分 召开地点：江苏省扬州市江都区仙城工业园乐和路 8 号公司会议室 (五) 网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票起止时间：自 2025 年 5 月 21 日 至 2025 年 5 月 21 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东大会召 ...