证券代码：605133 证券简称：嵘泰股份 公告编号：2025-053 关于股东权益变动触及 5%刻度的提示性公告 投资者及其一致行动人泰安润奕投资合伙企业（有限合伙）保证向本公司提供的 信息真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 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公告内容与信息披露义务人提供的信息一致。 重要内容提示： | 权益变动方向 | 比例增加□ | | 比例减少■ | | --- | --- | --- | --- | | 权益变动前合计比例 | 55.16% | | | | 权益变动后合计比例 | 54.16% | | | | 本次变动是否违反已作出的承 | 是□ | 否■ | | | 诺、意向、计划 | | | | | 是否触发强制要约收购义务 | 是□ | 否■ | | 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 | | ■控股股东/实际控制人及其一致行动人 □其他 5%以上大股东及其一致行动人 | | --- | --- | | 投资者及其一致行动人的身份 | □合并口径第一大股东及其一致行动人（仅适用 | | | 于无控股股东、实际控制人） ...

证券代码：605133 证券简称：嵘泰股份 公告编号：2025-052 江苏嵘泰工业股份有限公司 关于向特定对象发行股票限售股上市流通的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 本次股票上市类型为非公开发行股份；股票认购方式为网下，上市股数为 41,008,651股。 本次股票上市流通总数为41,008,651股。 本次股票上市流通日期为2025 年 10 月 9 日。 一、本次限售股上市类型 江苏嵘泰工业股份有限公司（以下简称 "公司"）本次上市流通的限售股类 型为向特定对象发行股票限售股。 （一）向特定对象发行股票同意注册情况 2024年12月11日，中国证券监督管理委员会出具的《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），同 意公司向特定对象发行股票的注册申请。 （二）发行股票登记情况 本次发行新增 31,545,116 股股份已于 2025 年 4 月 7 日在中国证券登记结算 有限责任公司上海分公司办理完毕登记托管相关事宜，中国证 ...

一、本次限售股上市类型 （一）向特定对象发行股票同意注册情况 2024年12月11日，中国证券监督管理委员会出具的《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），同意 公司向特定对象发行股票的注册申请。 东方证券股份有限公司 关于江苏嵘泰工业股份有限公司 向特定对象发行股票限售股上市流通的核查意见 东方证券股份有限公司（以下简称"东方证券"或"保荐人"）作为江苏嵘 泰工业股份有限公司（以下简称"嵘泰股份"或"公司"）2023年度向特定对象 发行股票项目的保荐人，根据《证券发行上市保荐业务管理办法》《上海证券交 易所股票上市规则》《上海证券交易所上市公司自律监管指引第1号——规范运作》 《上海证券交易所上市公司自律监管指引第11号——持续督导》等法律法规、规 范性文件的要求，对公司向特定对象发行股票限售股上市流通的事项进行了审慎 核查，具体情况如下： （二）发行股票登记情况 本次发行新增31,545,116股股份已于2025年4月7日在中国证券登记结算有限 责任公司上海分公司办理完毕登记托管相关事宜，中国证券登记结算有限责任公 司上海分公司出具了《证券变更登 ...

Core Viewpoint - Rongtai Co., Ltd. announced that 41,008,700 restricted shares will be listed for trading on October 9, 2025, after a lock-up period of 6 months [1] Group 1: Share Issuance Details - The shares are related to 16 specific issuance objects [1] - The China Securities Regulatory Commission approved the registration application for this issuance on December 11, 2024 [1] - The new shares were registered and custodized by the Shanghai branch of China Securities Depository and Clearing Co., Ltd. on April 7, 2025 [1] Group 2: Profit Distribution and Capital Increase - At the annual shareholders' meeting on May 21, 2025, the company approved a profit distribution and capital increase plan for 2024, resulting in a 0.3 share increase for each share held [1] - This capital increase will lead to an adjustment in the number of shares subscribed by the issuance objects [1] Group 3: Impact on Share Structure - Following the listing of the restricted shares, the number of restricted shares will decrease by 41,008,700, while the number of unrestricted shares will increase by the same amount [1]

南财智讯9月25日电，嵘泰股份公告，泰安润奕投资合伙企业（有限合伙）因自身资金需求，于2025年9 月22日至9月24日通过集中竞价交易方式减持公司股份282.76万股，占公司总股本的1%。此次减持后， 泰安润奕持有公司股份数量由1185.60万股减少至902.84万股，持股比例从4.19%降至3.19%。一致行动 人珠海润诚、澳门润成、夏诚亮未发生直接持股变动，一致行动人合计持股比例由55.16%减至 54.16%。泰安润奕决定提前终止原计划的减持计划，并表示暂无明确的在未来12个月内增加或减少其 在上市公司中拥有权益的股份的计划。若发生相关权益变动事项，将严格按照相关法律法规的规定及时 履行信息披露义务。 ...

Investment Rating - The report maintains a "Recommended" investment rating for the automotive industry, particularly focusing on the opportunities presented by humanoid robots [7][43]. Core Insights - The report emphasizes the potential for a strong performance in the robotics sector in Q4, driven by the anticipated release of Tesla's Optimus Gen3, which is seen as a catalyst for mass production in the robotics market [3][4]. - The Ministry of Science and Technology is actively promoting the application of humanoid robots in various sectors, which could lead to significant policy-driven growth in the industry [6][43]. - The report highlights the recent C-round financing of Figure, which raised over $1 billion, increasing its valuation to $39 billion, indicating strong investor confidence in humanoid robotics [4]. Summary by Sections Industry Performance - The automotive sector has shown a 3.43% increase in the CITIC Automotive Index, outperforming the broader market by 3.87 percentage points [14]. - The humanoid robot index has also seen a 5.0% increase, reflecting growing interest and investment in this area [17]. Company Recommendations - The report recommends several companies based on their potential in the humanoid robotics sector, including: - Linear joint assembly: Shuanglin Co., Dechang Electric, and Jiechang Drive [7][43]. - Screw technology: Shuanglin Co. and Rongtai Co. [7]. - Sensors: Kaite Co. and Hanwei Technology [7]. Financial Projections - The report provides earnings per share (EPS) and price-to-earnings (PE) ratios for several companies, indicating a bullish outlook: - Shuanglin Co.: EPS of 1.24 for 2024, PE of 37.94 [45]. - Kaite Co.: EPS of 0.77 for 2024, PE of 59.94 [45]. - Jianghuai Automobile: EPS of 0.12 for 2024, PE of 435.92 [45]. Market Trends - The report notes that the automotive market is entering a traditional peak season, with expectations for increased sales driven by government subsidies and new model launches [36][37]. - The report also highlights the positive trend in China's automotive exports, particularly in the new energy vehicle segment, which is gaining market share internationally [38].

Group 1 - The core viewpoint of the news is that Jiangsu Rongtai Industrial Co., Ltd. experienced a decline in stock price, with a drop of 5.08% to 42.81 CNY per share, and a total market capitalization of 12.107 billion CNY [1] - The company specializes in the research, production, and sales of aluminum alloy precision die-casting parts, with its main business revenue composition being 81.14% from automotive, 8.61% from molds, 6.81% from equipment, 3.24% from other sources, and 0.20% from motorcycles [1] Group 2 - From the perspective of fund holdings, Hengyue Fund has a significant position in Rongtai shares, with its Hengyue Smart Technology Mixed A Fund holding 34,300 shares, accounting for 4.75% of the fund's net value, ranking as the fifth largest holding [2] - The Hengyue Smart Technology Mixed A Fund has achieved a year-to-date return of 28.1% and a one-year return of 78.85%, with a total fund size of 25.3762 million CNY [2] - The fund manager, Yang Zao, has been in position for 1 year and 312 days, with the best fund return during this period being 37.92% and the worst being -22.56% [2]

Group 1 - The company, Rongtai Co., Ltd. (605133.SH), announced during its performance briefing that it will start focusing on robot components as a second main business starting in 2024 [1] - One of the development directions for the company is the metal casing for robots, which is a key area of focus [1] - The sales department is intensifying market development efforts with major domestic robot companies, and there has been substantial progress in technical exchanges regarding the transition from precision machining to die-casting for robot metal casings [1]

Core Viewpoint - Rongtai Co., Ltd. has experienced a significant stock price increase, with a 14.06% rise over three consecutive days, indicating strong market interest and potential investor confidence [1] Company Overview - Jiangsu Rongtai Industrial Co., Ltd. was established on June 15, 2000, and went public on February 24, 2021. The company specializes in the research, production, and sales of aluminum alloy precision die-casting parts [1] - The revenue composition of the company is as follows: automotive products account for 81.14%, molds 8.61%, equipment 6.81%, others 3.24%, and motorcycles 0.20% [1] Fund Holdings - The Oriental Alpha Fund has a significant position in Rongtai Co., Ltd., with its Oriental Alpha Preferred Mixed A Fund (007518) holding 614,800 shares, representing 3.47% of the fund's net value, making it the eighth-largest holding [2] - The fund has realized a floating profit of approximately 1.55 million yuan today and 3.68 million yuan during the three-day price increase [2] Fund Performance - The Oriental Alpha Preferred Mixed A Fund was established on September 12, 2019, with a current size of 101 million yuan. It has achieved a year-to-date return of 75.91%, ranking 234 out of 8,172 in its category, and a one-year return of 127.57%, ranking 222 out of 7,980 [2]

Group 1 - The stock price of Rongtai Co., Ltd. increased by 2.44%, reaching 49.2 yuan per share, marking a new all-time high [1] - The total market capitalization of the company surpassed 13.914 billion yuan [1] - The trading volume amounted to 389 million yuan [1]