Summary of Key Points Core Viewpoint - On July 29, several A-share listed companies disclosed their shareholding changes, with notable increases in holdings from certain companies and reductions from others [1]. Group 1: Companies Increasing Holdings - Giant Star Agriculture received a loan of 25 million yuan to support its controlling shareholder's increase in holdings [2]. - Antong Holdings saw its shareholding ratio increase to 15% due to the actions of Sinotrans Limited and its concerted parties [2]. - Salt Lake Co., Ltd. reported that its actual controller, China Minmetals, increased its shareholding by 1% [2]. Group 2: Companies Decreasing Holdings - Aosaikang announced plans to reduce its holdings by up to 1.5% [2]. - Ruishun Technology's shareholders plan to collectively reduce their holdings by up to 3.0013% [2]. - Shanghai Auto Parts' shareholders, Glory and Dizhi Kai, intend to reduce their holdings by up to 1.75% [2]. - Suzhou Planning's shareholders plan to reduce their holdings by up to 4.5% [2]. - Saiwei Electronics reported that the National Integrated Circuit Fund has cumulatively reduced its holdings by 1.06% [2]. - Huaye Fragrance's controlling shareholder, Hua Wenliang, plans to reduce holdings by up to 3% [2]. - Aotwei's shareholders, Wuxi Aochuang and Wuxi Aoli, intend to reduce their holdings by up to 1.37% [2]. - Tongding Interconnection's shareholder, Wu Qichuang, plans to reduce holdings by up to 2.08% [2]. - Anji Food's actual controller plans to reduce holdings by up to 2% [2]. - Hailun Zhe announced a share reduction plan [2]. - Maike Audi's shareholders plan to reduce holdings by up to 1% [2]. - Jinding Point Layer's director Xu Xuehai plans to reduce holdings by up to 0.72% [2]. - Lakala reported that Legend Holdings has cumulatively reduced its holdings by 5.3596 million shares, lowering its equity ratio to 25.86% [2]. - Lanfeng Biochemical's Hainan Wenqin plans to reduce holdings by up to 2.61% [2]. - Jiahe Meikang's shareholder Guoshou Chengda plans to reduce holdings by up to 3% [2]. - China Merchants Energy's Huang Shi and executives plan to reduce their stock obtained through equity incentives [2]. - Jingwang Electronics reported stock reduction during periods of abnormal stock fluctuations by Zhichuang Investment [2]. - Kebo Da's actual controller, Ke Binghua, plans to reduce holdings by up to 0.79% [2]. - Junhe Co., Ltd.'s senior management, Chen Jiawei and Fan Chaochun, plan to reduce their holdings [2]. - Mambo's shareholder Wang Xiaohong plans to reduce holdings by up to 0.96% [2]. - Yujing Co., Ltd.'s deputy general manager and board secretary Zhou Bo plans to reduce holdings by up to 147,900 shares [2].

金融界消息 截至2025年7月29日收盘，奥特维（688516）报收于34.81元，上涨1.49%，换手率1.63%， 成交量4.77万手，成交金额1.65亿元。 天眼查商业履历信息显示，无锡奥特维科技股份有限公司，成立于2010年，位于无锡市，是一家以从事 专用设备制造业为主的企业。企业注册资本31505.2411万人民币，实缴资本4500万人民币。公司法定代 表人为葛志勇。 通过天眼查大数据分析，无锡奥特维科技股份有限公司共对外投资了20家企业，参与招投标项目170 次，知识产权方面有商标信息65条，专利信息1458条，此外企业还拥有行政许可143个。 来源：金融界 资金流向方面，今日主力资金净流出1034.62万元，占比成交额6.28%。其中，超大单净流出1326.89万 元、占成交额8.06%，大单净流入292.27万元、占成交额1.77%，中单净流出流入676.23万元、占成交额 4.11%，小单净流入358.39万元、占成交额2.18%。 奥特维最新一期业绩显示，截至2025一季报，公司营业总收入15.34亿元、同比减少21.90%，归属净利 润1.41亿元，同比减少57.56%，扣非净利润1.2 ...

证券代码：688516 证券简称：奥特维 公告编号：2025-080 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 关于股东减持股份计划的公告 本次减持股东持股的基本情况 截至本公告披露日，无锡奥特维科技股份有限公司（以下简称 "公司"）股东无锡奥创投资合伙企业（有限合伙）（以下简称"无 锡奥创"）、无锡奥利投资合伙企业（有限合伙）（以下简称"无锡奥 利"）分别持有公司股份 11,947,750 股、5,892,570 股，分别占公司 总股本的 3.79%、1.87%。 上述股份均来源于公司 IPO 前取得的股份以及公司实施资本公 积金转增股本取得的股份，均已解禁上市流通。 减持计划的主要内容 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 1 总数不超过公司股份总数的 ...

奥特维(688516.SH)发布公告，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430万股，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。 ...

智通财经APP讯，奥特维(688516.SH)发布公告，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430万股，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。 ...

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 ...