Group 1: Solid-State Battery Sector - Nord Shares experienced a 10.12% increase over three consecutive days, attributed to solid-state battery developments [3] - Xiangtan Electric Chemical saw a first board increase of 10.05%, also linked to solid-state battery advancements [3] - Fengyuan Shares had a first board rise of 10.03%, driven by solid-state battery news [3] - Haike New Source achieved a first board increase of 20.02%, related to solid-state battery technology [3] - Keheng Shares recorded an 11.68% rise, associated with solid-state battery innovations [3] Group 2: Robotics Sector - Kaiwang Technology had a first board increase of 20.01%, driven by robotics and connectivity [5] - Rongtai Shares saw a first board rise of 10.01%, linked to robotics [5] - Baoxin Technology experienced a first board increase of 10.00%, attributed to robotics developments [5] - Jiangsu Leili recorded an 11.98% rise, associated with robotics [5] - Shuanglin Shares had a 10.06% increase, also related to robotics [5] Group 3: AI and Chip Industry - Guojin Securities reported that Nvidia's GB200/300 is actively increasing orders, predicting explosive growth for ASICs in 2025 and 2026, with many AI-PCB companies experiencing strong orders [6] - Marvell revised its data center and AI ASIC target share, increasing the total addressable market (TAM) for data centers to $94 billion by 2028, up from $75 billion, and for AI custom chips (ASIC) to $54 billion, up from $43 billion [9] Group 4: Oil and Gas Services - Reports indicate that U.S. officials are preparing for potential strikes on Iran, which may impact the oil and gas sector [11] Group 5: Digital Currency - Circle, the first stock of stablecoins, surged over 33% in the overnight market, closing at $199.59, which is more than 540% above its issue price of $31 [13] Group 6: Market Focus Stocks - Dongxin Peace saw a 10.02% increase over nine days, with six consecutive boards [18] - Zhun Oil Shares recorded a 9.96% rise over five consecutive boards [12] - Shandong Molong experienced a 10.00% increase over five consecutive boards [12]

Investment Rating - The investment rating for the company is "Buy" and is maintained [2][6]. Core Viewpoints - The company is a leading enterprise in aluminum alloy die-casting, actively exploring a second growth curve through partnerships and new product developments [3][5]. - The company has established itself as a global leader in steering gear housings, with a significant market share increase from 12.43% in 2017 to 21.46% in 2021 [3][58]. - The company is expanding its production capacity in Mexico, which is expected to enhance profitability significantly [4][32]. - The company is entering the humanoid robot core components market through a joint venture, indicating diversification in its business strategy [5][9]. - Revenue and profit forecasts indicate strong growth, with projected revenues of 31.4 billion, 40.2 billion, and 49.8 billion yuan from 2025 to 2027, respectively [6][19]. Summary by Sections Company Overview - Established in 2000, the company specializes in precision die-casting of aluminum alloy automotive parts, including steering, transmission, and braking components [3][12]. - The company has formed stable partnerships with global Tier 1 automotive suppliers such as Bosch and ZF [3][58]. Production Capacity and Expansion - The company has successfully turned around its Mexican subsidiary, with plans for further expansion to meet increasing demand [4][32]. - The new projects in Mexico are expected to contribute approximately 110 million yuan in annual profits once fully operational [4]. Financial Performance - The company has shown rapid revenue growth, with a 32% increase in 2022, driven by business expansion and new project launches [19][23]. - Profitability is expected to improve, with net profits projected to reach 2.8 billion, 3.6 billion, and 4.5 billion yuan from 2025 to 2027 [6][19]. Market Trends - The aluminum alloy die-casting market is projected to grow significantly, driven by the increasing demand for lightweight materials in the automotive industry [48][54]. - The company is well-positioned to benefit from the rising penetration of electric vehicles, with a forecasted market size of nearly 500 billion yuan for aluminum alloy die-casting components by 2025 [48][54]. Strategic Initiatives - The company is actively pursuing joint ventures and partnerships to enhance its capabilities in humanoid robotics and other advanced manufacturing sectors [5][9]. - The company has a stable shareholding structure, which supports its long-term strategic goals [35][37].

Group 1 - Jiangsu Rongtai Industrial Co., Ltd. has experienced a continuous decline in stock price, with a cumulative drop of -14.45% over six trading days [1] - The company was established in 2000 and specializes in mold research and development, high-pressure die casting, precision machining, and assembly integration [1] - Rongtai went public on the Shanghai Stock Exchange in February 2021, with the stock code 605133 [1] Group 2 - Guotai Fund has two funds that are among the top ten shareholders of Rongtai, with Guotai Intelligent Automotive Stock A reducing its holdings in the first quarter of this year, while Guotai Intelligent Equipment Stock A made a new investment [1] - Guotai Intelligent Automotive Stock A has a year-to-date return of 7.12%, ranking 208 out of 936 in its category, while Guotai Intelligent Equipment Stock A has a year-to-date return of 3.12%, ranking 420 out of 979 [2] Group 3 - The fund manager for both Guotai Intelligent Automotive Stock A and Guotai Intelligent Equipment Stock A is Wang Yang, who has been with Guotai Fund since July 2018 [5][6] - Wang Yang has managed various funds, including Guotai Intelligent Equipment Stock Fund and Guotai Intelligent Automotive Stock Fund, with a total management experience of over six years [6]

Group 1 - Public funds have actively participated in the A-share private placement market, with a total allocation amount of 9.785 billion yuan and a floating profit of 1.694 billion yuan, resulting in an overall floating profit ratio of 17.32% as of May 20, 2025 [1][3] - The top-performing public fund is Yimi Fund, achieving a floating profit ratio of 49.49% with a floating profit of 39.588 million yuan from an allocation of 80 million yuan [1][3] - Companies like Leshan Power and Sheng Tai Co. have shown significant floating profits, with Leshan Power leading at a floating profit ratio of 178% [3][4] Group 2 - Private funds have also shown strong performance, with 27 private institutions participating in 23 A-share companies, achieving a total allocation of 1.943 billion yuan and a floating profit of 528 million yuan, resulting in a floating profit ratio of 27.19% as of May 21, 2025 [2][6] - Small-scale private funds have excelled, with Lihua Investment achieving a floating profit ratio of 178.04% from a single allocation of 810,000 yuan [7][8] - The overall performance of the private placement market indicates a trend towards higher returns in sectors such as new energy, semiconductors, and high-end manufacturing, which account for over 70% of the high floating profit ratios [9]

证券代码：605133 证券简称：嵘泰股份 江苏嵘泰工业股份有限公司 2025 年员工持股计划 江苏嵘泰工业股份有限公司 二〇二五年五月 江苏嵘泰工业股份有限公司 2025 年员工持股计划 声 明 本公司及董事会全体成员保证本次员工持股计划及其摘要不存在虚假记载、 误导性陈述或重大遗漏，并对其真实性、准确性、完整性承担个别和连带的法律 责任。本次员工持股计划主要条款与公司于 2025 年 5 月 10 日披露的《江苏嵘泰 工业股份有限公司 2025 年员工持股计划（草案）》及其摘要内容一致。 1 江苏嵘泰工业股份有限公司 2025 年员工持股计划 风险提示 一、有关本次员工持股计划的具体资金来源、出资金额、实施方案等属初步 结果，能否完成实施，存在不确定性。 二、员工遵循依法合规、自愿参与、风险自担原则参与本次员工持股计划。 若员工认购金额较低时，本次员工持股计划存在不成立或者低于预计规模的风险。 三、公司后续将根据规定披露相关进展情况，敬请广大投资者谨慎决策，注 意投资风险。 2 江苏嵘泰工业股份有限公司 2025 年员工持股计划 特别提示 一、江苏嵘泰工业股份有限公司（以下简称"嵘泰股份"或"公司"）20 ...

证券代码：605133 证券简称：嵘泰股份 公告编号：2025-029 江苏嵘泰工业股份有限公司 2024年年度股东大会决议公告 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 (一) 股东大会召开的时间：2025 年 5 月 21 日 (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： | 1、出席会议的股东和代理人人数 | 128 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 128,289,644 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | 59.4635 | | 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》的有关 ...

北 京 大 成 律 师 事 务 所 关 于 江 苏 嵘 泰 工 业 股 份 有 限 公 司 2024 年 年 度 股 东 大 会 的 法 律 意 见 书 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 北京大成律师事务所 关于江苏嵘泰工业股份有限公司 2024 年年度股东大会的法律意见书 致：江苏嵘泰工业股份有限公司 （一）本次股东大会的召集程序 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 2024 年年度股东大会（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"《证券法》"）、《上市公 司股东会规则 ...

5月20日，嵘泰股份（605133）举行2024年度暨2025年第一季度业绩说明会，就投资者关心的公司经营 业绩等事项与广大投资者进行充分交流，并就投资者普遍关注的问题进行了回答。 2025年4月，嵘泰股份完成向特定对象发行A股股票工作，募集资金总额8.78亿元，用于"新能源汽车零 部件智能制造项目"，公司将以智能化、模块化、标准化等作为生产线建设的方向，引进高端设备以提 升生产线自动化水平，为客户提供更多优质产品，"通过本次募投项目实施，公司将进一步扩大在新能 源领域的发展，使其成为公司新的盈利增长点。"嵘泰股份表示。 在这其中，嵘泰股份在人形机器人领域的布局最为引人关注。就在2025年4月11日，嵘泰股份披露了 《关于对外投资设立合资公司的公告》，公司与江苏润孚动力科技有限公司共同出资设立合资公司，合 资双方集中各自资源技术优势，共同开拓、发展智能机器人、新能源汽车车底盘技术、产品和市场，合 资公司的业务领域限于应用于人形机器人和汽车底盘系统的行星滚柱丝杠的研发、生产、销售业务。嵘 泰股份在业绩说明会上表示，相关工作正在有序推进中。 "公司在稳步发展现有汽车铝合金精密压铸件情况下，积极培育公司第二业务增长 ...

2025 年 05 月 19 日 特斯拉发布强化学习视频，优必选、越疆等本体 企业与模型厂商达成合作 推荐(维持) 投资要点 | 分析师：林子健 | S1050523090001 | | --- | --- | | linzj@cfsc.com.cn | | 行业相对表现 表现 1M 3M 12M 汽车(申万) 10.1 0.9 27.4 沪深 300 3.1 -1.3 5.7 市场表现 -20 -10 0 10 20 30 40 (%) 汽车 沪深300 资料来源：Wind，华鑫证券研究 相关研究 1、《汽车行业周报：恒而达收购磨 床企业 SMS 布局上游设备，吉利拟 全资私有化极氪内部整合加速》 2025-05-11 2 、 《 汽 车 行 业 周 报 ： 特 斯 拉 OptimusGen3 更新在即，上海车展智 能驾驶及智能座舱成行业焦点》 2025-04-28 3、《汽车行业周报：天工 Ultra 夺 得首次人形机器人马拉松冠军， 2025 上海车展建议关注主机厂新 品》2025-04-20 ▌特斯拉发布强化学习视频，优必选、越疆等本体 企业与模型厂商达成合作 特斯拉 Optimus：5 月 13 日 ...

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 员 工 持 股 计 划 之 法 律 意 见 书 北 京 大 成 律 师 事 务 所 www.dachenglaw.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（100020） 16-21F, Tower B, ZT International Center, No.10, Chaoyangmen Nandajie Chaoyang District, 100020, Beijing, China Tel: +86 10-58137799 Fax: +86 10-58137788 | 五、结论意见 11 | | --- | 北京大成律师事务所 关于江苏嵘泰工业股份有限公司 2025 年员工持股计划之 dacheng.com dentons.cn 释 义 本《法律意见书》中，除非另有说明，下列词语具有如下含义： | 公司、嵘泰股份 | 指 | 江苏嵘泰工业股份有限公司 | | --- | --- | --- | | 员工持股计划、本次 | 指 | 江苏嵘泰工业股份有限公司20 ...