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 ...

| 证券代码：688516 | 证券简称：奥特维 | 公告编号：2025-077 | | --- | --- | --- | | 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 股东询价转让结果报告书暨持股 5%以上股东权益变动 触及 5%整数倍的提示性公告 股东葛志勇、李文、无锡奥创投资合伙企业（有限合伙）（以下简称"奥创投 资"）、无锡奥利投资合伙企业（有限合伙）（以下简称"奥利投资"）（上述四家股东 以下合称"转让方"）保证向无锡奥特维科技股份有限公司（以下简称"奥特维"或 "公司"）提供的信息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 真实性、准确性和完整性依法承担法律责任。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 本次询价转让涉及公司实际控制人、董事及高级管理人员通过出让方转让间 接持有的股份。 重要内容提示: 一、转让方情况 （一）转让方基本情况 截至 2025 年 7 月 4 日，转让方所持公司股份的数量、占奥特维总股本比例情 本次询价转让的价格为28.35元/股，转让的股票数量为15,750,000股。 公司实际控制人 ...

无锡奥特维科技股份有限公司 简式权益变动报告书 上市公司名称：无锡奥特维科技股份有限公司 股票上市地点：上海证券交易所 股票简称：奥特维 股票代码：688516 信息披露义务人 1：葛志勇 住所及通讯地址：江苏省无锡市****** 信息披露义务人 2：李文 住所及通讯地址：江苏省无锡市****** 信息披露义务人 3：无锡奥创投资合伙企业（有限合伙） 住所及通讯地址：无锡市新吴区新华路 3 号 信息披露义务人 4：无锡奥利投资合伙企业（有限合伙） 住所及通讯地址：无锡市珠江路 25 号 股份变动性质：持股比例变动（询价转让） 简式权益变动报告书签署日期：2025 年 7 月 10 日 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》（以下简称"《证券法》"）、 《上市公司收购管理办法》（以下简称"《收购办法》"）、《公开发行证券的公 司信息披露内容与格式准则第 15 号——权益变动报告书》（以下简称"准则 15 号"）及相关的法律、法规编写本报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露义务人章程或内部规则中的任何条款，或与之相冲突。 三、依据《证券 ...

2025 年第二次临时股东会的 法律意见书 中国 上海 山西北路 99 号苏河湾中心 MT 28 层 邮编：200085 电话: (8621) 5234-1668 传真: (8621) 5243-1670 网址：http://www.grandall.com.cn 国浩律师（上海）事务所 股东会法律意见书 国浩律师（上海）事务所 股东会法律意见书 国浩律师（上海）事务所 关于 无锡奥特维科技股份有限公司 致：无锡奥特维科技股份有限公司 无锡奥特维科技股份有限公司（以下简称"公司"）2025 年第二次临时股 东会现场会议于 2025 年 7 月 10 日 14 点 30 分在无锡市新吴区新华路 3 号行政楼 6 楼会议室 1 召开。国浩律师（上海）事务所（以下简称"本所"）接受公司的 委托，指派杜佳盈律师、王浚曦律师（以下简称"本所律师"）出席会议并见证。 现依据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人民共 和国证券法》（以下简称"《证券法》"）、《上市公司股东会规则》和《无锡 奥特维科技股份有限公司章程》（以下简称"《公司章程》"）出具本法律意见 书。 本所律师按照有关法律、法规及规范性文 ...

Core Viewpoint - The internal control system of Wuxi Autowei Technology Co., Ltd. aims to enhance risk management, ensure compliance, and protect investors' rights through a structured framework [2][3]. Group 1: General Principles - The internal control system applies to the company and its subsidiaries, focusing on achieving operational efficiency and safeguarding assets [2]. - Internal control is defined as a process implemented by the board, management, and employees to achieve control objectives [2]. - The board is responsible for establishing and implementing effective internal controls, while the management leads daily operations [3]. Group 2: Key Responsibilities - The audit committee supervises the internal control system and ensures compliance by the board and management [3]. - Department heads are accountable for their respective internal control systems and must conduct annual self-assessments [5]. Group 3: Fundamental Requirements - The internal control system must consider the internal environment, risk assessment, control activities, information communication, and monitoring [4]. - The company should establish clear objectives, responsibilities, and authority for each department to ensure effective control [5]. Group 4: Control Activities - The internal control activities encompass all business processes, including R&D, sales, procurement, production, and financial management [6]. - The company emphasizes the management of subsidiaries, ensuring they adhere to the internal control policies [7]. Group 5: Internal Control of Related Transactions - Related transactions must follow principles of honesty, equality, and fairness, with clear approval processes established [8][9]. - The company must maintain an updated list of related parties and ensure compliance with disclosure requirements [9]. Group 6: External Guarantees and Fund Management - The company must adhere to strict approval processes for external guarantees, ensuring risk is managed prudently [10][11]. - Fund usage must comply with established management protocols, ensuring transparency and efficiency [13][14]. Group 7: Monitoring and Evaluation - The internal audit department is responsible for regular checks on the effectiveness of internal controls and reporting findings to the audit committee [19][20]. - The board must review and evaluate the internal control self-assessment report annually, ensuring accountability and improvement [21][22].

证券代码：688516 证券简称：奥特维 公告编号：2025-075 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 关于不向下修正"奥维转债"转股价格的公告 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： ● 截至本公告日，无锡奥特维科技股份有限公司（以下简称"公司"） 股价已触发"奥维转债"转股价格向下修正条款。 ● 经公司第四届董事会第十九次会议审议，公司董事会决定本次不 向下修正"奥维转债"的转股价格，同时在未来三个月内（即本公告 披露日起至 2025 年 10 月 8 日），如再次触发"奥维转债"转股价格 向下修正条件，亦不提出向下修正方案。 一、可转换公司债券基本情况 (一)可转换公司债发行上市情况 公司向不特定对象发行可转换公司债券事项经中国证券监督管 理委员会（以下简称"中国证监会"）证监许可〔2023〕1523 号文 同意注册，公司于 2023 年 8 月 10 日向不特定对象发行了 1,140 万张 可转换公司债券，每张面值 100 元，发行总额 114,000 ...