格隆汇7月29日丨奥特维(688516.SH)公布，公司股东无锡奥创、无锡奥利拟通过集合竞价及大宗交易的 方式减持其所持有公司股份合计不超过4,300,000股，减持比例合计不超过公司股份总数的1.37%，自本 减持计划公告之日起15个交易日后的3个月内（2025年8月20日至2025年11月19日）实施。 ...

人民财讯7月29日电，奥特维(688516)7月29日晚间公告，公司股东无锡奥创、无锡奥利分别持有公司 3.79%、1.87%股份。上述股东拟通过集合竞价及大宗交易的方式减持其所持有公司股份合计不超过430 万股，减持比例合计不超过公司股份总数的1.37%。 ...

奥特维公告，公司股东无锡奥创、无锡奥利拟通过集合竞价及大宗交易的方式减持其所持有公司股份合 计不超过4,300,000股，减持比例合计不超过公司股份总数的1.37%，自本减持计划公告之日起15个交易 日后的3个月内（2025 年 8 月 20 日至 2025 年 11 月 19 日）实施。若通过集中竞价交易方式减持股份 的，连续 90 个自然日内，减持股份的总数不超过公司股份总数的 1%；若通过大宗交易减持公司股份 的，连续 90 个自然日内，减持股份的总数不超过公司股份总数的 2%。 ...

Investment Rating - Industry Rating: Recommended [5] Core Insights - The report highlights the acceleration of humanoid robot production due to advancements in AI technology and domestic companies' efforts to replace core components, indicating a broad market opportunity [1][15] - The electric vehicle (EV) sector is entering a deep penetration phase, with new high-cost performance models expected to drive sales growth and stabilize the industry in the medium to long term [2][18] - The renewable energy sector is facing rising upstream raw material prices, which are expected to be passed down the supply chain, potentially leading to price rebounds for solar components [3][24] - The UK government's decision to relax AR7 offshore wind auction entry requirements is anticipated to boost investment enthusiasm and accelerate project implementation in the offshore wind sector [4][27] Summary by Sections Humanoid Robots - The launch of the new industrial humanoid robot Walker S2 by UBTECH enables 24/7 operation with a rapid battery swap system, indicating a significant technological breakthrough [1][15] - The report emphasizes the strong domestic demand for core components and the potential for domestic companies to benefit from this trend [1][15] - Key players in the humanoid robot supply chain are expected to see substantial opportunities as the industry matures [1][17] New Energy Vehicles - The report notes that the introduction of multiple new EV models is likely to enhance user experience and drive sales growth [2][18] - The EV industry is characterized by rapid growth, with new technologies and materials expected to improve performance and reduce costs [2][19] - The report identifies several investment opportunities within the EV supply chain, particularly in battery technology and related components [2][23] Renewable Energy - The report discusses the impact of rising prices for upstream materials like silicon, which are expected to lead to price increases for solar components [3][24] - It highlights the ongoing optimization of battery efficiency and the potential for companies with differentiated high-efficiency products to enhance profitability [3][26] - The report also notes the expected reduction in production from glass manufacturers, which could alleviate inventory and pricing pressures in the solar market [3][26] Offshore Wind Energy - The UK government's relaxation of AR7 offshore wind auction rules is seen as a positive signal for the global offshore wind industry, potentially increasing project participation [4][27] - The report anticipates that the extension of contract terms for difference agreements will further stimulate investment in offshore wind projects [4][28] - Key beneficiaries of this trend are expected to include leading domestic companies involved in offshore wind energy [4][28] Energy Storage - The introduction of capacity pricing policies for energy storage in Gansu province is expected to enhance the profitability of long-duration storage projects [8][31] - The report emphasizes the importance of energy storage in balancing renewable energy output and improving utilization rates [8][31] - Companies with technological advantages in energy storage are likely to be the first to benefit from these new policies [8][31]

证券代码：688516 证券简称：奥特维 公告编号：2025-079 转债代码：118042 转债简称：奥维转债 无锡奥特维科技股份有限公司 关于为子公司提供担保的公告 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。 重要内容提示： 担保对象及基本情况 | 担 | 保 对 | 被担保人名称 本次担保金额 | 200.53 | 无锡奥特维供应链管理有限公司 万元 | | | --- | --- | --- | --- | --- | --- | | 象 | | 实际为其提供的担保余额 | 40,381.78 | 万元 | | | | | 是否在前期预计额度内 | ☑是 | □否 | □不适用：_________ | | | | 本次担保是否有反担保 | □是 | ☑否 | □不适用：_________ | | 担 | 保 对 | 被担保人名称 | | | 无锡奥特维旭睿科技有限公司 | | | | 本次担保金额 | 2,905.68 | 万元 | | | 象 | | 实际为其提供的担保余额 | 45,905.68 | | 万元 ...

Investment Rating - Industry investment rating is "Overweight" [1] Core Viewpoints - The report highlights a new round of market momentum driven by advancements in robotics, particularly in humanoid robots, with a projected global demand of approximately 2 million units by 2030 [4][19] - Key recommended stocks include Xinjie Electric, Beite Technology, Hanwei Technology, Zhaowei Electromechanical, Hengli Hydraulic, and Nuwei Co., among others [2][4] - The report emphasizes the importance of tracking the humanoid robot sector, which is entering a critical growth phase [3][4] Summary by Sections Humanoid Robots - The humanoid robot industry is expected to see significant growth, with major projects and partnerships emerging, such as the procurement project by China Mobile for humanoid biped robots worth 124 million [9][19] - Companies like Tesla and Figure are ramping up production, with Figure planning to increase its humanoid robot output by three times in the upcoming months [10][19] Photovoltaic Equipment - The report notes an accelerated penetration of N-type technology, enhancing the competitive edge of leading companies in the sector [20] - It suggests focusing on companies that are innovating in cost-reduction technologies and expanding production capacity [20] Energy Storage - The energy storage sector is poised for growth due to favorable policies and increasing demand from both generation and user sides [20] - Key players in this space include companies involved in lithium battery systems and integrated storage solutions [20] Semiconductor Equipment - The semiconductor equipment market is projected to reach 140 billion by 2030, with a growing share from domestic manufacturers [4][20] Automation - The automation market is expected to grow significantly, with a market size of approximately 40 billion, projected to reach 55.7 billion by 2026 [4][20] Hydrogen Energy - The report highlights the potential of green hydrogen in achieving carbon neutrality, with a focus on companies that have integrated hydrogen production capabilities [21] Engineering Machinery - The report suggests monitoring leading companies in the engineering machinery sector, emphasizing those with product, scale, and cost advantages [4][20]

Core Viewpoint - The report details the results of a share transfer involving Wuxi Autowei Technology Co., Ltd., indicating a decrease in the shareholding percentage of major shareholders from 51.00% to 46.01% through a block trade of 15,750,000 shares at a price of 28.35 yuan per share [1][2]. Summary by Sections Share Transfer Details - The share transfer price was set at 28.35 yuan per share, with a total of 15,750,000 shares being transferred [1]. - The actual controllers, Ge Zhiyong and Li Wen, along with their associated entities, participated in this transfer [1]. - This transfer does not result in a change of control for the company [1]. Shareholding Changes - Post-transfer, the shareholding of Ge Zhiyong, Li Wen, and their associated entities decreased from 51.00% to 46.01%, marking a significant change in their equity stake [1][2]. - The total number of shares held by these shareholders before the transfer was 160,976,385, which decreased to 145,226,385 after the transfer [2]. Transfer Process - The transfer was conducted through a pricing inquiry process, with the price set not lower than 70% of the average trading price over the previous 20 trading days [2]. - A total of 418 institutional investors received the subscription invitation, including various types of investment firms [2]. - The inquiry process received 19 valid bids, confirming the interest from multiple investors [2]. Compliance and Verification - The transfer process adhered to relevant laws and regulations, ensuring fairness and compliance with market standards [2]. - The verification was conducted by CITIC Securities, which confirmed the legitimacy of the transfer process [2].

Core Viewpoint - The report details the equity changes of Wuxi Autowei Technology Co., Ltd., indicating a reduction in shareholding by key stakeholders due to personal funding needs, while maintaining control over the company [1][3][5]. Group 1: Equity Change Details - The equity change involves a total reduction of 15,750,000 shares, representing a decrease from 51.00% to 46.01% of the total share capital [3][4]. - Specific reductions include: - Ge Zhiyong: 7,500,000 shares (from 27.03% to 24.65%) - Li Wen: 6,310,000 shares (from 17.70% to 15.70%) - Wuxi Aochuang Investment Partnership: 1,298,000 shares (from 4.20% to 3.79%) - Wuxi Aoli Investment Partnership: 642,000 shares (from 2.07% to 1.87%) [3][4][5]. Group 2: Stakeholder Information - The report identifies four key stakeholders: Ge Zhiyong, Li Wen, Wuxi Aochuang Investment Partnership, and Wuxi Aoli Investment Partnership, all of whom are in a concerted action relationship [2][3]. - Ge Zhiyong and Li Wen are both Chinese nationals, with no foreign residency rights [2][3]. Group 3: Future Plans - The stakeholders do not rule out the possibility of further increasing or decreasing their holdings in the next 12 months, adhering to relevant legal disclosure obligations [3][5]. - There are no current plans or agreements for additional share acquisitions within the next year [5]. Group 4: Regulatory Compliance - The report confirms compliance with the Securities Law and relevant regulations, ensuring that all necessary disclosures regarding the equity changes have been made [1][3].

中信证券股份有限公司（以下简称"中信证券"或"组织券商"）受委托担任葛志 勇、李文、无锡奥创投资合伙企业（有限合伙）、无锡奥利投资合伙企业（有限合伙） （以下简称"转让方"）以向特定机构投资者询价转让（以下简称"询价转让"）方式 减持所持有的无锡奥特维科技股份有限公司（以下简称"公司"或"奥特维"）首次公 开发行前已发行股份的组织券商。 经核查，中信证券就本次询价转让的股东、受让方是否符合《上海证券交易所科创 板上市公司自律监管指引第 4 号——询价转让和配售（2025 年 3 月修订）》（以下简 称"《询价转让和配售指引》"）要求，本次询价转让的询价、转让过程与结果是否公 平、公正，是否符合《询价转让和配售指引》的规定作出如下报告说明。 中信证券股份有限公司 关于无锡奥特维科技股份有限公司 股东向特定机构投资者询价转让股份的核查报告 上海证券交易所： （三）转让方式 转让方作为上海证券交易所科创板上市公司奥特维首发前股东，根据《询价转让和 配售指引》有关规定以向特定机构投资者询价转让方式转让股份。 （四）本次询价转让价格下限确定原则 一、本次询价转让概况 （一）本次询价转让转让方 截至 2025 年 7 月 ...

证券代码：688516 证券简称：奥特维 公告编号：2025-078 转债代码：118042 转债简称：奥维转债 无锡奥特维科技股份有限公司 2025年第二次临时股东会决议公告 本公司董事会及全体董事保证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： 本次会议是否有被否决议案：无 一、 会议召开和出席情况 （一） 股东会召开的时间：2025 年 7 月 10 日 （二） 股东会召开的地点：无锡市新吴区新华路 3 号行政楼 6 楼会议室 1 （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况： | 1、出席会议的股东和代理人人数 | 226 | | --- | --- | | 普通股股东人数 | 226 | | 2、出席会议的股东所持有的表决权数量 | 188,169,909 | | 普通股股东所持有表决权数量 | 188,169,909 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比 | 59.6157 | | 例（%） | | | 普通股股东所持有表决权数量占公司表决权数 ...