Core Viewpoint - The company has adjusted the source of funds for its share repurchase program to include self-raised funds, in addition to self-owned and over-raised funds, to enhance capital efficiency and support the implementation of the repurchase plan [2][3][4] Summary by Sections Share Repurchase Plan - The company plans to repurchase shares using between RMB 30 million and RMB 50 million of its own and over-raised funds, with a maximum repurchase price of RMB 5.8 per share, within a 12-month period starting from August 5, 2024 [1] Progress of Share Repurchase - As of August 31, 2025, the company has repurchased a total of 1,700,000 shares, accounting for approximately 0.14% of the total share capital of 1,228,282,800 shares, with a total expenditure of RMB 8,516,390.41 (excluding transaction fees) [2] Adjustment of Fund Sources - The company has decided to adjust the source of funds for the share repurchase from "self-owned and over-raised funds" to "self-owned, over-raised, and self-raised funds" to improve funding efficiency and ensure the smooth execution of the repurchase plan [2][3] Loan Commitment - The company has obtained a loan commitment from Bank of China Ningbo Branch, agreeing to provide a special loan of up to RMB 37 million, which will not exceed 90% of the actual amount used for the repurchase [3] Decision-Making Process - The adjustment of the fund sources for the share repurchase has been approved by the company's board of directors and does not require submission to the shareholders' meeting [3][4] Compliance and Impact - The adjustments are in compliance with relevant laws and regulations and are not expected to have a significant impact on the company's operating performance or harm the interests of shareholders, particularly minority shareholders [3][4]

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： | 回购方案首次披露日 | 2024/8/7 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 2024 年 5 5 月 | 8 | 月 | 日~2026 | 年 | 4 日 | | 预计回购金额 | 3,000万元~5,000万元 | | | | | | | 回购用途 | 用于员工持股计划或股权激励 | | | | | | | 累计已回购股数 | 170万股 | | | | | | | 累计已回购股数占总股本比例 | 0.14% | | | | | | | 累计已回购金额 | 851.64万元 | | | | | | | 实际回购价格区间 | 4.91元/股~5.05元/股 | | | | | | 一、回购股份的基本情况 公司于2024年8月5日召开第二届董事会第二十二次会议，审议通过了《关于以 集中竞价交易方式回购公司股份的方案暨回购报告书的议案》，并于2024年8月7 日 ...

证券代码：688306 证券简称：均普智能 公告编号：2025-063 公司于2024年8月5日召开第二届董事会第二十二次会议，审议通过了《关 于以集中竞价交易方式回购公司股份的方案暨回购报告书的议案》，并于2024 年8月7日在上海证券交易所网站（www.sse.com.cn）上披露了《关于以集中竞 价交易方式回购公司股份的方案暨回购报告书》（公告编号：2024-050）。公 司拟使用不低于人民币3,000.00万元（含），不超过人民币5,000.00万元（含） 的自有资金和超募资金，以不超过5.8元/股（含）的回购价格，回购公司股份 宁波均普智能制造股份有限公司（以下简称"公司"）分别于 2024 年 8 月 7 日、2025 年 8 月 2 日在上海证券交易所网站披露了《关于以集中竞价交 易方式回购公司股份的方案暨回购报告书》（公告编号：2024-050）、《关于 调整回购股份价格上限并延长实施期限的公告》（公告编号：2025-053）， 公司拟将以上回购股份的资金来源由"自有资金和超募资金"调整为"自 有资金、超募资金及自筹资金"。除上述调整外，回购股份方案的其他内容 未发生变化。 本次调整回购股份资 ...

688306 2025-062 具体内容详见公司同日在上海证券交易所网站（www.sse.com.cn）披露的 《关于调整回购股份资金来源的公告》（公告编号：2025-063）。 本公司董事会及全体董事保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 一、 董事会会议召开情况 宁波均普智能制造股份有限公司（以下简称"公司"）第二届董事会第三 十七次会议于2025年9月1日以电子邮件形式发出通知，并于2025年9月1日在公 司会议室以现场结合多种通讯的方式召开。本次会议由董事长刘元先生主持， 会议应出席董事9名，实际出席董事9名。本次会议的召集和召开程序符合《公 司法》和《公司章程》的相关规定。 二、 董事会会议审议情况 1、审议并通过《关于调整回购股份资金来源的议案》 表决情况：9票赞成，0票反对，0票弃权。 2、审议并通过《关于豁免第二届董事会第三十七次会议通知时限的议案》 表决情况：9票赞成，0票反对，0票弃权。 特此公告。 宁波均普智能制造股份有限公司董事会 2025年9月2日 ...

Core Viewpoint - The company plans to adjust the funding sources for its share repurchase program to include self-owned funds, excess raised funds, and self-raised funds [1] Summary by Categories - **Repurchase Plan** - The company intends to use no less than RMB 30 million and no more than RMB 50 million of its own funds and excess raised funds for the share repurchase [1] - The repurchase price will not exceed RMB 5.8 per share [1] - The repurchase period is set for 12 months from the date the board of directors approves the repurchase plan [1] - **Purpose of Repurchase** - The repurchased shares will be used for employee stock ownership plans or equity incentive plans at an appropriate future time [1]

Core Viewpoint - Junpu Intelligent (688306.SH) announced a share buyback program, indicating a commitment to enhancing shareholder value through capital return strategies [1] Group 1: Share Buyback Details - The company has repurchased a total of 1.7 million shares, which represents 0.14% of its total share capital [1] - The highest price paid for the repurchased shares was 5.05 CNY per share, while the lowest price was 4.91 CNY per share [1] - The total amount spent on the share buyback was 8.5164 million CNY, excluding transaction commissions and other fees [1]

Investment Rating - The report maintains a "Recommended" investment rating for the humanoid robot industry, indicating that the industry index is expected to outperform the benchmark index by more than 10% [7][26]. Core Insights - The humanoid robot concept index increased by 0.75% from August 24 to August 29, 2025, underperforming the CSI 300 index by 1.97 percentage points. Year-to-date, the humanoid robot index has risen by 69.78%, outperforming the CSI 300 index by 52.07 percentage points [2][11]. - The report highlights significant policy support for the humanoid robot sector, including the establishment of innovation centers and funding initiatives aimed at fostering research and development in this field [3][21]. - Technological advancements are evident, with companies like UBTECH deploying NVIDIA's latest Jetson AGX Thor technology in their humanoid robots, enhancing their capabilities [19][22]. - The report emphasizes the growing investment activity in the sector, with several companies securing substantial funding to accelerate their development and production of humanoid robots [23][24]. Summary by Sections Weekly Market Review - The humanoid robot index saw a weekly increase of 0.75%, while the A-share humanoid robot stocks showed significant volatility, with Haon Electric experiencing the highest weekly gain of 58.28% and Haichang New Materials the largest drop of 14.90% [2][17]. Weekly Hotspots Review Policy Developments - The establishment of a 3 million yuan fund to support research in humanoid robotics, with individual project funding ranging from 300,000 to 500,000 yuan, was announced [3][19]. - The Ministry of Industry and Information Technology published a list of 32 pilot projects for intelligent elderly care service robots [3][20]. Product and Technology Iteration - UBTECH's Walker S2 robot is the first humanoid robot to feature autonomous battery swapping capabilities, utilizing NVIDIA's latest technology [19][22]. - The production capacity of Ningbo Puzhi Future Robot is set to expand to 2,000 units next year, following the initial rollout of 200 units [19][22]. Investment and Financing - Significant funding rounds were reported, including a billion-level angel round for Ruoyu Technology and nearly 500 million yuan for Meikaman, aimed at advancing their humanoid robotics technologies [23][24]. Key Company Announcements - Companies like Micron Technology and Hechuan Technology are actively engaging in the humanoid robotics sector, with partnerships and product developments aimed at enhancing their market positions [24][25].

Group 1 - The core viewpoint of the news highlights the financial performance and market activity of Junpu Intelligent, indicating a decline in stock price and significant financing activity on August 29 [1] - On August 29, Junpu Intelligent's stock price fell by 1.24%, with a trading volume of 317 million yuan, and a net financing outflow of 9.54 million yuan [1] - As of August 29, the total margin balance for Junpu Intelligent was 337 million yuan, representing 2.29% of its market capitalization, which is above the 80th percentile of the past year [1] Group 2 - Junpu Intelligent, established on January 10, 2017, specializes in the research, production, and sales of intelligent manufacturing equipment and digital software, serving various industries including automotive and healthcare [2] - The company's revenue composition includes 41.57% from automotive manufacturing equipment, with other segments such as general automotive parts and new energy vehicle components contributing significantly [2] - For the first half of 2025, Junpu Intelligent reported a revenue of 1.032 billion yuan, a year-on-year decrease of 7.86%, while the net profit attributable to shareholders was -27.77 million yuan, an increase of 8.65% year-on-year [2] Group 3 - As of June 30, 2025, the top ten circulating shareholders of Junpu Intelligent included several ETFs, with notable increases in holdings from Huaxia CSI Robot ETF and new entries from Southern CSI 1000 ETF and Tianhong CSI Robot ETF [3] - The number of shareholders decreased by 1.60% to 26,700, while the average circulating shares per person increased by 1.63% to 46,054 shares [2]

Core Insights - The humanoid robot industry is emerging as a new frontier in technological competition and a key area for listed companies to invest in [1] Company Developments - Top Group (601689) is expanding its robot product line by establishing an electric drive division, focusing on core components like actuators and developing various robotic products [3] - Sanhua Intelligent Control (002050) is enhancing its capabilities in bionic robot actuators and has received high praise from clients for its innovative product improvements [3] - Junpu Intelligent (688306) has successfully developed a humanoid robot arm prototype and is establishing a production line for humanoid robots, marking a significant commercial milestone with a contract worth approximately 28.25 million yuan [4] - Efort (688165) is increasing its investment in humanoid robots and believes in the long-term value of the robot industry, with over 90 million yuan allocated for R&D in the first half of 2025 [4] - Longsheng Technology (300680) is advancing its dual-path approach in core component and complete machine development, achieving breakthroughs in key components [5] Industry Trends - The demand for high-end screws and bearings is expected to grow rapidly alongside the development and commercialization of humanoid robots and smart vehicles [6] - Beite Technology (603009) is investing 1.85 billion yuan in a new planetary roller screw production base, with ongoing construction [6] - Zhenyu Technology (300953) has delivered various micro components and is in the process of supplier onboarding for linear actuators and planetary roller screws [6] - Wuzhou Xinchun (603667) is focusing on reverse planetary roller screws and has secured small batch orders from several clients [7] - Fuliwang (688678) has developed multiple specifications of micro planetary roller screws and is actively supplying components to leading industry clients [7]

Core Insights - The humanoid robot industry is emerging as a new competitive frontier in technology, attracting significant interest from listed companies [1] - Companies are showcasing their latest advancements in humanoid robotics through their recent semi-annual reports [1] Company Developments - Top Group (拓普集团) is expanding its robotics product line by establishing an electric drive division, focusing on key components like linear and rotary actuators, and is actively developing products such as dexterous hand motors [2] - Sanhua Intelligent Control (三花智控) is enhancing its product capabilities in the bionic robotics sector, receiving high praise from clients for its innovative developments and overall product improvements [2] - Junpu Intelligent (均普智能) has successfully developed a humanoid robot arm prototype with a load capacity of 10 kg and is constructing a production line with an annual capacity of 1,000 units [3] - Efort (埃夫特) is investing over 90 million yuan in R&D for industrial robots and humanoid robotics, emphasizing its commitment to the long-term value of the robotics industry [3] - Longsheng Technology (隆盛科技) is advancing its dual-path strategy in core component and complete machine development, achieving breakthroughs in key components [4] Industry Growth - The demand for high-end screws and bearings is expected to rise rapidly alongside the development and commercialization of humanoid robots and smart vehicles [5] - Beite Technology (北特科技) is investing 1.85 billion yuan to establish a planetary roller screw R&D and production base, with ongoing construction of the main project [5] - Zhenyu Technology (震裕科技) has delivered various micro screw components and is engaged in integrating hardware solutions for dexterous hands, with successful small-batch orders from domestic and international clients [5] - Wuzhou Xinchun (五洲新春) is focusing on reverse planetary roller screws and automotive ball screws, securing small-batch orders from several clients due to its technological advantages [6] - Fuliwang (福立旺) has developed multiple specifications of micro planetary roller screws and is in the process of sample delivery to leading industry clients [6]