机器人热潮下，PEEK材料亦在该领域崭露头角，并且相关产业链公司在资本市场表现十分活跃。9月17 日，PEEK材料行业（通达信）指数上涨1.74%，再创历史新高，年内涨幅约76.5%，与人形机器人板块 指数的年内涨幅相当。 市场板块火热之际，PEEK产业长期前景如何？ 近年来，在"以塑代钢""轻量化"的大背景下，聚醚醚酮（PEEK）材料作为全球公认的综合性能最好的 热塑性工程塑料之一，在交通运输、航空航天、电子信息、能源与工业、医疗健康等领域已得到广泛的 应用。 展望产业发展趋势，北京社科院研究员王鹏近日向证券时报记者分析称，PEEK材料凭借耐磨、耐高 温、高强度、轻量化及生物相容性等特性，已成为高端制造领域的关键材料，行业正从"进口依 赖"向"国产替代+技术突破"转型，高端产品占比有望逐步提升。不过，他表示，PEEK材料成本远高于 其他特种材料，短期内也限制了其在一些领域的大体积部件上的应用。 机构预计2031年规模超131亿元 例如，在机器人功能件方面，沃特股份的PEEK材料已在多家客户开展测试工作。上述负责人表示，目 前人形机器人方案尚未完全定型，且出货有限，该领域需求短期内对公司产能释放的影响还比较小 ...

国泰海通证券股份有限公司 关于浙江禾川科技股份有限公司 2025 年半年度持续督导跟踪报告 | 保荐机构名称：国泰海通证券股份有限公司 | 被保荐公司简称：禾川科技 | | --- | --- | | 保荐代表人姓名：郝晓鹏、张裕恒 | 被保荐公司代码：688320 | 重大事项提示 2025 年上半年，浙江禾川科技股份有限公司（以下简称"上市公司"、"公 司"或"发行人"）实现营业收入 50,855.44 万元，同比增长 5.32%，主要系报告 期内锂电、激光、包装等行业客户及 ODM 端订单增长所致；归母净利润-3,816.23 万元，扣非归母净利润-5,743.52 万元，同比亏损有所扩大，主要系（1）市场竞 争加剧，产品销售价格下降导致毛利率下降；（2）光伏、锂电等行业客户应收账 款账龄增加，导致信用减值增加；公司产品迭代升级，以前年度采购储备的电子 原材料消耗速度下降、库龄增加导致资产减值增加。2025 年 1-6 月，公司生产经 营正常，不存在重大风险。 经中国证券监督管理委员会《关于同意浙江禾川科技股份有限公司首次公开 发行股票注册的批复》（证监许可[2022]510 号）批复，浙江禾川科技股份 ...

Group 1 - Huazhong Securities has been approved to issue subordinate corporate bonds with a total face value of no more than 10 billion yuan [1] - Jinbei Automotive plans to invest 240 million yuan to establish an automotive industry investment fund focusing on electrification, intelligence, and low carbon [1] - Linyang Energy is expected to win a bid for a 244 million yuan metering equipment project from Southern Power Grid [1][2] Group 2 - Renfu Pharmaceutical's subsidiary has received drug registration certificates for two products, including a medication for acute hypotension [3][4] - Nanjing Steel plans to distribute a cash dividend of 0.1186 yuan per share [5][6] - Pairui Co. has signed a strategic cooperation agreement with Xi'an Power Electronics Research Institute to develop power devices [7][8] Group 3 - Haixing Electric is expected to win a bid for a 214 million yuan metering equipment project from Southern Power Grid [9][10] - Kuangda Technology is planning a change in control, leading to a continued suspension of its stock [11][12] - Samsung Medical is expected to win a bid for a 274 million yuan metering equipment project from Southern Power Grid [13][14] Group 4 - Jiukang Bio has obtained a medical device registration certificate for a specific diagnostic kit [15][16] - Hechuan Technology's minority shareholder plans to transfer a 13% stake in a subsidiary [17][18] - DiAo Micro has launched a new eUSB2 repeater product for various electronic applications [19][20] Group 5 - David Medical's electric surgical table registration application has been accepted [21][22] - Hangxin Technology plans to apply for a total of 280 million yuan in bank credit [23][24] - Liyuan Technology's non-independent director has resigned [25][26] Group 6 - Ningbo Construction's subsidiary has won a construction project bid worth 729 million yuan [27][28] - Huaren Pharmaceutical's subsidiary has received approval for a raw material drug [29][30] - Suwen Electric plans to distribute a cash dividend of 1 yuan per 10 shares [31][32] Group 7 - Solar Energy has received 1.692 billion yuan in renewable energy subsidies [33][34] - Wangli Security has obtained a patent for a new lock structure [35][36] - Zhejiang Energy's vice chairman has resigned due to age reasons [37][38] Group 8 - Beilu Pharmaceutical's subsidiary has passed GMP certification in Brazil [39][40] - Zhejiang Communications has a subsidiary that is expected to win a highway project bid [41][42] - Xinzhi Group has received a government subsidy of 11.1978 million yuan [43][44] Group 9 - Dong'an Power's engine sales in August increased by 3.44% year-on-year [45][46] - Baiyun Mountain's subsidiary has passed the consistency evaluation for two generic drugs [47][48] - Yipin Hong's subsidiary has received a drug registration certificate for a specific injection [49][50] Group 10 - Far East Holdings' subsidiary has won multiple contracts totaling 1.689 billion yuan [51][52] - Good Housekeeping's shareholder plans to reduce holdings by up to 3.5 million shares [53][54] - Guanghong Technology's shareholders have set a transfer price of 23.33 yuan per share [55][56] Group 11 - Keli Sensor plans to acquire 45% of Huahong Technology's shares for 122 million yuan [57][58] - Jianmin Group's furosemide oral solution has been approved for market launch [59][60] - Jinghua Laser's directors plan to reduce their holdings by up to 143,420 shares [61][62] Group 12 - Zhuyue Group is planning a share transfer that will change its controlling shareholder [63][64] - Terid has pre-bid for two projects totaling approximately 698 million yuan [65][66] - Zhonghuan Hailu is planning a change in control, leading to a continued suspension of its stock and convertible bonds [67][68] Group 13 - Great Wall Motors reported August sales of 115,600 vehicles, a year-on-year increase of 22.33% [69][70] - Guizhou Tire's controlling shareholder has committed not to reduce holdings for 12 months [71][72] - San Da Membrane's shareholder plans to reduce holdings by up to 1% of the company's shares [73][74] Group 14 - Chint Electric has decided to terminate the spin-off of its subsidiary for listing [75][76] - Jusaylong's shareholder plans to reduce holdings by up to 1% of the company's shares [77][78]

Core Viewpoint - Zhejiang Hechuan Technology Co., Ltd. is transferring 13% equity of its subsidiary, Zhejiang Hechuan Humanoid Robot Co., Ltd., from minority shareholder Wang Zhibin to Ningbo Youlong Venture Capital Partnership for 1.5 million yuan, establishing a related party transaction [2][4][14]. Summary by Sections 1. Overview of Related Transactions - Wang Zhibin plans to transfer 13% equity (subscription amount of 6.5 million yuan, paid-in amount of 1.5 million yuan) of Hechuan Robot to Ningbo Youlong for 1.5 million yuan, with Ningbo Youlong assuming the corresponding paid-in capital obligations [2][4]. 2. Basic Information of Related Parties - Ningbo Youlong is associated with Wang Zhibin, who is the executive partner and holds 22.08% of its financial interests. Other partners include Yan Pengfei and Xiang Yandong, with Yan serving as a director and executive president of Hechuan Technology [5][8]. 3. Necessity and Impact of Related Transactions - The transaction is necessary for binding the core talent strategy of Hechuan Robot, facilitating employee equity incentives, and enhancing business stability. It will not adversely affect the company's operations or financial status [14][15]. 4. Approval Process for Related Transactions - The transaction was approved by the fifth board of directors and the supervisory board of Hechuan Technology, with independent directors expressing agreement. The transaction does not require shareholder meeting approval [3][15][16].

（以下简称《公司章程》 证券代码：688320 证券简称：禾川科技 公告编号：2025-047 浙江禾川科技股份有限公司 关于控股子公司少数股东股权转让暨关联交易的公告 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： ? 浙江禾川科技股份有限公司（以下简称"公司"或"禾川科技"）子公司浙 江禾川人形机器人有限公司（以下简称"禾川机器人"）少数股东王志斌先生持有 禾川机器人 40%的股权（认缴出资额 2,000 万元，实缴出资额 600 万元），现王 志斌拟将持有的禾川机器人 13%的股权（认缴出资额 650 万元，实缴出资额 150 万元）作价 150 万元转让给宁波游龙创业投资合伙企业（有限合伙）（以下简称 "宁波游龙"），并由宁波游龙履行对应股权实缴出资义务。宁波游龙系由王志斌 担任执行事务合伙人的企业，王志斌持有其 22.08%的财产份额，鄢鹏飞、向彦 董系宁波游龙有限合伙人，分别持有 76.92%、1.00%的财产份额，鄢鹏飞目前担 任禾川科技董事、执行总裁、副总经理兼任禾川机器人首席技术官；向彦董 ...

证券日报网讯 9月2日晚间，禾川科技发布公告称，公司子公司浙江禾川人形机器人有限公司少数股东 王志斌先生持有禾川机器人40%的股权，现王志斌拟将持有的禾川机器人13%的股权作价150万元转让 给宁波游龙创业投资合伙企业（有限合伙），并由宁波游龙履行对应股权实缴出资义务。根据《上海证 券交易所科创板股票上市规则》等相关规定，基于实际重于形式原则，宁波游龙属于公司关联方，本次 股权转让形成公司与关联方共同投资的关联交易。上述股权转让完成后，禾川科技将与关联方宁波游龙 共同持有子公司禾川机器人的股权。 （文章来源：证券日报） ...

Core Points - Hechuan Technology (688320.SH) announced that its subsidiary, Zhejiang Hechuan Humanoid Robot Co., Ltd. (referred to as "Hechuan Robot"), is undergoing a share transfer involving a minority shareholder, Wang Zhibin, who holds 40% of Hechuan Robot's equity [1] - Wang Zhibin intends to transfer 13% of his equity stake (with a subscribed capital of 6.5 million yuan and a paid-in capital of 1.5 million yuan) to Ningbo Youlong Venture Capital Partnership (Limited Partnership) for a price of 1.5 million yuan [1] - Ningbo Youlong is an entity where Wang Zhibin serves as the executive partner, holding a 22.08% share of its assets, while other partners include Yan Pengfei and Xiang Yandong [1] - Yan Pengfei is currently a director and executive president of Hechuan Technology, as well as the chief technology officer of Hechuan Robot, while Xiang Yandong is the supervisor of the procurement quality department at Hechuan Robot [1] - The share transfer is classified as a related party transaction due to Ningbo Youlong being considered an affiliate of the company, following the principle of substance over form [1] - After the completion of the share transfer, Hechuan Technology will jointly hold equity in Hechuan Robot with the related party, Ningbo Youlong [1]

Market Overview - The automation equipment sector experienced a decline of 0.9% on September 2, with Sytack leading the drop [1] - The Shanghai Composite Index closed at 3858.13, down 0.45%, while the Shenzhen Component Index closed at 12553.84, down 2.14% [1] Stock Performance - Notable gainers in the automation equipment sector included: - Kaidi Co., Ltd. (605288) with a closing price of 95.48, up 10.00% and a trading volume of 52,100 shares [1] - Bojie Co., Ltd. (002975) also rose by 10.00% to close at 58.08 with a trading volume of 20,100 shares [1] - Efort Intelligent Equipment Co., Ltd. (688165) increased by 8.93% to 27.93 with a trading volume of 527,900 shares [1] - Conversely, Sytack (301568) saw a significant decline of 8.27%, closing at 48.39 with a trading volume of 103,700 shares [2] - Other notable decliners included: - Jiejin Technology (688025) down 7.97% to 134.83 [2] - Zhihua Laser (300747) down 7.41% to 31.36 [2] Capital Flow - The automation equipment sector saw a net outflow of 1.957 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.172 billion yuan [2] - The sector's overall capital flow indicates a mixed sentiment, with retail investors showing interest despite institutional selling [2] Individual Stock Capital Flow - Key stocks with significant capital flow include: - TuoSiDa (300607) with a net inflow of 164 million yuan from institutional investors [3] - Green Harmonic (688017) had a net inflow of 119 million yuan [3] - Efort (688165) experienced a net inflow of 82 million yuan [3] - In contrast, Sytack (301568) faced a net outflow of 540 million yuan from institutional investors [3]

国泰海通证券股份有限公司 关于浙江禾川科技股份有限公司 控股子公司少数股东股权转让暨关联交易的核查意见 国泰海通证券股份有限公司（以下简称"国泰海通"或"保荐机构"）作为 浙江禾川科技股份有限公司（以下简称"禾川科技"或"公司"）的持续督导机 构，根据《证券发行上市保荐业务管理办法》《上海证券交易所科创板股票上市 规则》《上海证券交易所科创板上市公司自律监管指引第 1 号——规范运作》等 相关法律、法规和规范性文件的规定，对禾川科技控股子公司少数股东股权转 让暨关联交易的事项进行了核查，核查情况与意见如下： 一、关联交易概述 公司控股子公司浙江禾川人形机器人有限公司（以下简称"禾川机器人"） 少数股东王志斌先生拟将持有的禾川机器人 13.00%的股权（认缴出资额 650.00 万元，实缴出资额 150.00 万元）作价 150.00 万元转让给宁波游龙创业投资合伙 企业（有限合伙）（以下简称"宁波游龙"），并由宁波游龙履行对应股权实缴出 资义务。 宁波游龙系由王志斌担任执行事务合伙人的企业，王志斌持有其 22.08%的 财产份额，鄢鹏飞、向彦董系宁波游龙有限合伙人，分别持有 76.92%、1.00% 的财产份 ...

格隆汇9月2日丨禾川科技(688320.SH)公布，公司子公司浙江禾川人形机器人有限公司（简称"禾川机器 人"）少数股东王志斌先生持有禾川机器人40%的股权（认缴出资额2,000万元，实缴出资额600万 元），现王志斌拟将持有的禾川机器人13%的股权（认缴出资额650万元，实缴出资额150万元）作价 150万元转让给宁波游龙创业投资合伙企业（有限合伙）（简称"宁波游龙"），并由宁波游龙履行对应 股权实缴出资义务。宁波游龙系由王志斌担任执行事务合伙人的企业，王志斌持有其22.08%的财产份 额，鄢鹏飞、向彦董系宁波游龙有限合伙人，分别持有76.92%、1.00%的财产份额，鄢鹏飞目前担任禾 川科技董事、执行总裁、副总经理兼任禾川机器人首席技术官；向彦董系鄢鹏飞配偶的哥哥，担任禾川 机器人采购质量部主管。根据《上海证券交易所科创板股票上市规则》等相关规定，基于实际重于形式 原则，宁波游龙属于公司关联方，本次股权转让形成公司与关联方共同投资的关联交易。上述股权转让 完成后，禾川科技将与关联方宁波游龙共同持有子公司禾川机器人的股权。 ...