2026年2月4日，公司组织现场参观活动，广州开发区上市企业联合会、东莞证券等机构参与，讨论了机 器人竞争优势及海外业务拓展情况。 股票近期走势 2026年2月9日股价创历史新高(收盘价57.70元)，当日上涨5.68%；2月12日股价继续上涨5.43%，总市值 约67.21亿元。近一年股价累计上涨73.96%，但需注意高估值风险(市盈率TTM超6700)。 经济观察网根据近期公开信息，瑞松科技(688090)有以下值得关注的事件动态，这些事件可能影响市场 关注度： 合同最新进展 2026年2月9日，公司公告控股子公司广州瑞松北斗汽车装备有限公司中标零跑汽车金东产业园项目，金 额约2.30亿元，预计对业务发展有积极影响。此前的2025年12月，公司还披露了新疆五牛防护装备项目 (约3.308亿元)及马来西亚新能源汽车解决方案订单(超1.3亿元)。 业务与技术发展 2026年2月6日，公司在上证e互动平台表示参与小鹏汇天飞行器产线建设，攻克低空飞行器智能制造技 术，未来可能拓展至航空航天领域。同时，高精高速六轴机器人已获客户订单并出货，应用于精密电子 等领域。 机构调研 机构持仓分析 华夏基金旗下中证机器人ET ...

（文章来源：证券日报） 证券日报网2月12日讯 ，瑞松科技在接受调研者提问时表示，公司持续开拓海外市场，子公司广州瑞北 在马来西亚设立合资公司瑞松亚洲，为东南亚客户提供机器人、机器视觉、工业软件和柔性自动化、数 字化、智能制造系统解决方案，海外业务拓展情况良好。 ...

证券日报网2月12日讯 ，瑞松科技在接受调研者提问时表示，高精高速六轴并联机器人凭借结构刚度 高、动态响应快、重复定位精度达微米级等优势，突破精密电子装配等领域对超高速、超精密作业的技 术瓶颈，替代传统串联机器人和人工操作。具体请详见公司2025年8月29日披露于上海证券交易所网站 的《2025年半年度报告》第三节"管理层讨论与分析"处。 （文章来源：证券日报） ...

数据显示，华夏基金旗下1只基金位居瑞松科技十大流通股东。华夏中证机器人ETF（562500）三季度 增持36.98万股，持有股数203.09万股，占流通股的比例为1.66%。根据测算，今日浮盈赚取约574.74万 元。 华夏中证机器人ETF（562500）成立日期2021年12月17日，最新规模264.65亿。今年以来收益4.75%， 同类排名2855/5569；近一年收益17.78%，同类排名3321/4295；成立以来收益6.65%。 华夏中证机器人ETF（562500）基金经理为华龙。 2月12日，瑞松科技涨5.43%，截至发稿，报54.92元/股，成交2.68亿元，换手率4.07%，总市值67.21亿 元。 资料显示，广州瑞松智能科技股份有限公司位于广东省广州市黄埔区瑞祥路188号，成立日期2012年8月 8日，上市日期2020年2月17日，公司主营业务涉及机器人系统集成与智能制造领域的研发、设计、制 造、应用、销售和服务,致力于为客户提供成套智能化、柔性化制造系统解决方案。主营业务收入构成 为：机器人自动化生产线76.23%，机器人配件销售及其他12.12%，机器人工作站11.44%，其他(补 充) ...

Industry News - The Ministry of Transport's new regulatory meeting addressed issues with Gaode Taxi, highlighting management shortcomings and requiring immediate corrective actions to protect driver rights [41] - The Ministry of Commerce held a meeting with automotive companies to discuss strategies for enhancing automotive consumption, including the implementation of a vehicle trade-in program and industry management improvements by 2026 [41] - Apple plans to launch a new iPhone Flip model following the iPhone Fold, prompting Samsung Display to evaluate expanding OLED panel production capacity for Apple [41] - Rare earth product prices have increased, with praseodymium-neodymium oxide averaging 798,800 yuan/ton, up 41,300 yuan/ton; neodymium metal averaging 976,300 yuan/ton, up 61,900 yuan/ton; dysprosium oxide averaging 1,400,800 yuan/ton, up 16,500 yuan/ton; and terbium oxide averaging 6,214,300 yuan/ton, up 77,200 yuan/ton [41][42] Company News - Zhiguang Electric announced a contract for the sale of energy storage systems worth 1.004 billion yuan [43] - Zhejiang Longsheng reported a price increase of 5,000 yuan/ton for certain disperse dyes as of February 8 [43] - Source Technology plans to invest 1.251 billion yuan in the second phase of its optical communication semiconductor chip and device R&D production base [48] - Jinwei Co. intends to acquire 100% of Fusheng Mining for 210 million yuan, with the target company holding mining rights for a production scale of 50,000 tons/year [48]

Group 1 - Jinwei Co., Ltd. plans to acquire 100% equity of Fusheng Mining for 210 million yuan, which will become a wholly-owned subsidiary and included in the consolidated financial statements [2] - Mengguli intends to invest 929 million yuan to build a project with an annual production capacity of 30,000 tons of lithium-ion battery cathode materials, expected to produce 5,000 tons of high-voltage cobalt acid lithium, 10,000 tons of NCA materials, and 15,000 tons of ultra-high nickel ternary materials [2] - Xiamen Tungsten plans to acquire 39% equity of Jiujiang Dadi Mining, which will help increase mineral resource reserves and improve raw material self-sufficiency [3] Group 2 - Andavil's subsidiary received EASA certification for its aviation kitchen plug-in products, marking compliance with European aviation safety standards [2] - CIMC Vehicles disclosed that the US ITC made a preliminary ruling on anti-subsidy and anti-dumping investigations regarding Van-Type Trailers, indicating potential damage to the US domestic industry [4] - Source Technology plans to invest approximately 1.251 billion yuan to build a second phase project for the R&D and production of optoelectronic communication semiconductor chips and devices [9] Group 3 - Zhongmin Energy intends to acquire 51% equity of Mintou Pumped Storage for 864 million yuan, with the transaction price based on asset evaluation [10] - Ningbo Yunsheng plans to publicly issue H-shares and apply for listing on the Hong Kong Stock Exchange [11] - Wenkai Co., Ltd. won a bid for a landscape project worth 50.8162 million yuan [12] Group 4 - China Merchants Shekou achieved a signed sales amount of 7.674 billion yuan in January 2026 [16] - AVIC Optoelectronics reported a net profit of 2.124 billion yuan for 2025, a year-on-year decrease of 36.69% [17] - Tiankang Bio reported a sales revenue of 392 million yuan from pig sales in January 2026, with a month-on-month increase of 6.23% [18] Group 5 - Poly Developments reported a signed amount of 15.617 billion yuan in January 2026, a year-on-year decrease of 13.31% [19] - Chengtou Holdings reported a net profit of 290 million yuan for 2025, a year-on-year increase of 19.67% [20] - Qianjin Pharmaceutical reported a net profit of 288 million yuan for 2025, a year-on-year increase of 24.74% [21]

Group 1 - Huatai Medical plans to repurchase shares worth between 150 million to 200 million yuan for employee stock ownership plans or equity incentives, with a repurchase price not exceeding 315 yuan per share [1][3] - Aopt plans to raise no more than 1.38 billion yuan for projects related to AI intelligent vision solutions and industrial 3D vision sensors [1][4] - Weimais reported a net profit of 557 million yuan for 2025, a year-on-year increase of 39.22%, despite a slight decline in total revenue [1][6] Group 2 - Jiaokong Technology signed a contract for the Sydney Metro West Line TSMO signal system subcontract project, with a contract value of approximately 93.53 million Australian dollars [1][5] - Microelectrophysiology received EU MDR certification for its magnetic navigation ablation catheter and star-shaped high-density mapping catheter, facilitating entry into the European market [1][4] - Firmus Technologies, an Australian AI infrastructure company, secured 10 billion USD in debt financing led by Blackstone for data center expansion [8][9]

本次中标总金额约2.30亿元(含税，具体金额以正式签订的合同为准)。该项目中标预计有利于推动公司 的业务发展，增强公司的市场影响力。若项目履行顺利，将对公司经营业绩产生积极影响，具体影响金 额及影响时间将视交易的具体情况而定。 瑞松科技(688090.SH)发布公告，近日，公司控股子公司广州瑞松北斗汽车装备有限公司(简称"广州瑞 北")收到零跑汽车有限公司金东分公司(简称"零跑金东分公司")发出的中标通知书，确定广州瑞北为"金 东产业园新建焊装产线、金东一期、二期车型导入项目"的中标单位，项目总金额：2.30亿元(含税，具 体金额以正式签订的合同为准)。 ...

Core Viewpoint - The company, 瑞松科技, has been awarded a contract worth 230 million yuan (including tax) for a project related to the construction of a new welding production line and model introduction at the 金东产业园 [1] Group 1 - The subsidiary, 广州瑞松北斗汽车装备有限公司, has received a bid notification from 零跑汽车有限公司's 金东分公司, confirming it as the winning bidder for the project [1] - The total project amount is approximately 230 million yuan, with the final amount to be confirmed upon the signing of the contract [1] - Winning this bid is expected to enhance the company's business development and market influence [1] Group 2 - Successful execution of the project is anticipated to have a positive impact on the company's operating performance, although the specific financial impact and timing will depend on the details of the transaction [1]

证券代码：688090 证券简称：瑞松科技 公告编号：2026-006 广州瑞松智能科技股份有限公司 关于自愿披露控股子公司项目中标的公告 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。 本次中标总金额约 2.30 亿元人民币（含税，具体金额以正式签订的合同为 准）。该项目中标预计有利于推动公司的业务发展，增强公司的市场影响力。若 项目履行顺利，将对公司经营业绩产生积极影响，具体影响金额及影响时间将视 交易的具体情况而定。 公司与交易对方不存在关联关系，上述项目中标对公司业务独立性不构成影 响。 三、风险提示 （一）公司已取得零跑金东分公司"金东产业园新建焊装产线、金东一期、 二期车型导入项目"的中标通知书，但尚未签订正式合同，合同签订及合同条款 尚存在不确定性； （二）项目中标预计有利于推动公司的业务发展，增强公司的市场影响力。 若项目履行顺利，将对公司经营业绩产生积极影响，具体影响金额及影响时间将 视交易的具体情况而定。敬请广大投资者谨慎决策，注意防范投资风险。 近日，广州瑞松智能科技股份有限公司（以下简称"公司"）控股子 ...