Investment Rating - The report maintains a "Recommended" investment rating for the automotive industry and humanoid robotics sector [2][4][6]. Core Insights - The humanoid robotics sector is expected to reach a pivotal point in the next one to two years, with significant advancements anticipated in the field of embodied intelligence [3][4]. - The automotive industry has achieved record monthly production and sales figures, with a notable increase in the production of new energy vehicles [5][6]. Summary by Sections Humanoid Robotics Sector - The Huaxin humanoid robotics index decreased by 0.94% this week, but has a cumulative return of 94.3% year-to-date [16]. - The sensor segment within the humanoid robotics sector showed positive performance, increasing by 1.1%, while other segments like actuators and reducers experienced declines [19]. - Key companies in the robotics sector, such as Zhongjian Technology and Zhongding Shares, saw significant stock price increases [24]. Automotive Sector - The CITIC automotive index rose by 0.1%, outperforming the broader market by 0.2% [32]. - The motorcycle and other segments within the automotive sector performed well, with a 1.6% increase, while automotive sales and services dropped by 3.5% [35]. - The automotive industry's PE ratio is at 31.8, placing it in the 36.4% percentile over the past four years, indicating a relatively stable valuation [48]. Key Companies and Profit Forecasts - Recommended companies include: - New Spring Co., Ltd. (EPS: 0.68, PE: 16.22, Rating: Buy) [8] - Shuanglin Co., Ltd. (EPS: 1.24, PE: 30.45, Rating: Buy) [8] - Jianghuai Automobile (EPS: 0.12, PE: 412.83, Rating: Buy) [8] - Other notable mentions include KaiDi Co., Ltd. and Kete Co., Ltd. [7][10].

编号：【2025-06】 股票代码：000700 股票简称：模塑科技 江南模塑科技股份有限公司投资者关系活动记录表 投资者关系活动类别 √特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 活动参与人员 东北证券、财通证券 上市公司接待人员 董事会秘书：单琛雁 证券事务代表：王晖 证券专员：陆锴 时间 2025.11.27—2025.12.10 形式 线下 交流内容及具体问答 记录 公司与投资者就以下问题进行了交流 1、公司 2025 年全年业绩如何？ 答：公司将持续深耕主业，并积极开拓第二曲线，努力提升公司经营 水平和盈利能力，以良好稳定的业绩回报公司股东。经会计师审计后的公 司 2025 年业绩，届时请关注公司在指定媒体披露的相关公告或定期报告。 2、公司目前持有江苏银行多少股？剩余股份预计何时出售？ 答：截至三季度末，公司尚持有江苏银行股份 12,930,660 股，公司 管理层将根据证券市场行情及公司实际经营所需，择机处置公司持有的江 苏银行剩余股份。 3、公司机器人业务目前进展情况如何？ 答：目前公司结合评估自身技术实力，进行市场和成本调研，了解产 品 ...

Investment Rating - The report maintains an investment rating of "Outperform the Market-A" for the humanoid robot industry, indicating an expected return that will exceed the CSI 300 index by 10% or more over the next six months [3]. Core Insights - The Trump administration is accelerating the development of robotics technology, with significant statements from multiple government departments, suggesting a strong governmental push for AI and robotics as part of broader initiatives to enhance the U.S. position in global AI [1]. - Tesla's Optimus robot has demonstrated significant advancements, including a smooth running video and the showcasing of its humanoid dexterous hands at the NeurIPS conference, indicating progress that may lead to the release of Optimus V3.0 in Q1 2026 [2]. Summary by Sections Government Initiatives - The U.S. Commerce Secretary has met with robotics industry executives, emphasizing support for robotics and advanced manufacturing as key to bringing production back to the U.S. [1] - The U.S. Department of Transportation plans to announce a robotics working group, potentially enhancing the industry's development [1]. Tesla's Optimus Developments - On December 3, Tesla's Optimus team released a video showing the Optimus V2.5 robot running smoothly, marking a significant improvement in its movement capabilities [2]. - The humanoid hands of Optimus, featuring 22 degrees of freedom, were showcased at the NeurIPS conference, demonstrating advanced dexterity comparable to human hands [2]. Investment Focus - As the production timeline for Optimus V3.0 approaches, the report suggests focusing on the supply chain related to Tesla, including companies like Sanhua Intelligent Controls, Top Group, and Hengli Hydraulic [3].

Group 1: Overall Market Insights - The report highlights the focus on the Federal Reserve's potential interest rate cuts, liquidity recovery, and AI chip competition in December, predicting a volatile recovery in the US stock market with opportunities for low-cost investments [4][14][15] - Domestic PMI shows slight improvement, with attention on policy signals from the Political Bureau and Central Economic Work Conference, indicating a cautious but positive outlook for the A-share market [4][19][21] - The report anticipates a range-bound movement in the A-share market, with a focus on low-consumption sectors, price recovery cycles, and technology themes driven by industrial catalysts [4][22] Group 2: Key Stock Recommendations - The report lists ten key stocks, including Luxshare Precision (002475.SZ) in electronics, Rui Ming Technology (002970.SZ) in new energy, and Zhongmin Resources (002738.SZ) in non-ferrous metals, among others, with no specific ranking [5][12] - Luxshare Precision is expected to benefit from AI-enabled consumer electronics, with a projected revenue growth from 265.32 billion to 358.63 billion RMB from 2024 to 2026 [23][26] - Rui Ming Technology is positioned as a leader in commercial vehicle AI solutions, with revenue forecasts of 26.7 billion to 41.5 billion RMB from 2025 to 2027, driven by policy support and safety requirements [30][34] Group 3: Industry-Specific Insights - The electronics sector, particularly Luxshare Precision, is experiencing growth due to AI integration in consumer electronics, with significant revenue increases expected [23][24] - The storage market is recovering, with companies like Zhaoyi Innovation (603986.SH) benefiting from rising demand and prices for niche DRAM products, projecting revenues of 73.83 million to 107.37 million RMB from 2024 to 2026 [27][28] - The new energy sector, represented by Rui Ming Technology, is set for high growth due to increasing demand for intelligent driving solutions and supportive regulations, with revenue forecasts indicating substantial growth [30][34] Group 4: Financial Performance and Projections - Luxshare Precision reported a revenue of 177.18 billion RMB for the first three quarters of 2024, with a year-on-year growth of 13.67% [23] - Zhaoyi Innovation's revenue for Q1 2024 showed a year-on-year increase of 21.32%, reflecting a recovery in the consumer market [27] - Zhongmin Resources is enhancing its lithium salt self-sufficiency and expanding its copper mining projects, with projected revenues of 56.91 billion to 97.27 billion RMB from 2024 to 2026 [49][50]

证券日报网讯模塑科技（000700）11月26日在互动平台回答投资者提问时表示，汽车厂商规范供应商结 算周期，有助于促进汽车产业链的韧性和健康发展。 ...

Core Viewpoint - The company announced that its third-quarter dividend plan was approved by the shareholders' meeting on November 20, 2025, and will be implemented within two months after the approval [1] Group 1 - The company is named 模塑科技 (Mold Technology) and its stock code is 000700 [1] - The dividend plan pertains to the third quarter of the fiscal year [1] - The implementation of the dividend will occur within two months following the shareholders' meeting approval [1]

Group 1 - The core viewpoint of the news is that Jiangnan Mould & Plastic Technology Co., Ltd. has seen a stock price increase of 5.59%, reaching 9.82 CNY per share, with a total market capitalization of 9.015 billion CNY [1] - The company, established on June 27, 1988, and listed on February 28, 1997, primarily engages in the development, production, and sales of automotive bumpers and other components, plastic products, molds, and high-tech molded products [1] - The revenue composition of the company is as follows: 84.59% from automotive parts manufacturing, 6.95% from specialized equipment and mold manufacturing, 3.48% from medical services, 2.58% from castings, 1.28% from other supplementary services, and 1.11% from property leasing [1] Group 2 - New沃 Fund has a significant holding in Jiangnan Mould & Plastic Technology, with its New沃 Innovation Leading Mixed A Fund (010570) holding 219,500 shares, accounting for 6.19% of the fund's net value, making it the fourth-largest holding [2] - The New沃 Innovation Leading Mixed A Fund was established on December 24, 2020, with a current scale of 17.7544 million CNY and has achieved a year-to-date return of 7.86%, ranking 6049 out of 8136 in its category [2] - The fund manager, Liu Tengfei, has been in charge for 3 years and 344 days, with the fund's total assets amounting to 45.9424 million CNY, achieving a best return of 19.24% and a worst return of -50.26% during his tenure [3]

模塑科技 2025 年第二次临时股东会 法律意见书 江苏世纪同仁律师事务所关于 江南模塑科技股份有限公司 2025 年第二次临时股东会的法律意见书 致:江南模塑科技股份有限公司 根据《中华人民共和国公司法》《中华人民共和国证券法》和中国证券监督 管理委员会《上市公司股东会规则》等法律、法规和规范性文件以及《江南模塑 科技股份有限公司章程》(以下简称"《公司章程》"）的规定，江苏世纪同仁 律师事务所(以下简称"本所")受贵公司董事会的委托,指派本所律师出席贵 公司 2025年第二次临时股东会,并就本次股东会的召集、召开程序、出席会议 人员资格、召集人资格、表决程序以及表决结果的合法有效性等事项出具法律意 见。 为出具本法律意见书,本所律师对本次股东会所涉及的有关事项进行了审 查,查阅了相关会议文件,并对有关问题进行了必要的核查和验证。 本所律师同意将本法律意见书随贵公司本次股东会决议一并公告,并依法对 本法律意见书承担相应的责任。 本所律师根据相关法律、法规和规范性文件的要求,按照律师行业公认的业 务标准、道德规范和勤勉尽责精神,出具法律意见如下: 一、关于本次股东会的召集、召开程序和召集人资格 1、本次股东会 ...

股票代码：000700 股票简称：模塑科技 公告编号：2025-062 2、本次股东会不涉及变更以往股东会已通过的决议。 二、 会议召开和出席情况 （一）会议召开情况 1、召开会议时间： 江南模塑科技股份有限公司 2025 年第二次临时股东会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 一、 特别提示 1、本次股东会没有出现否决提案的情形； （1）现场会议召开时间：2025 年 11 月 20 日【星期四】14：00 （2）网络投票时间：通过交易系统进行网络投票的时间为 2025 年 11 月 20 日 9：15－9：25，9：30－11：30，13：00－15：00；通过互联网投票系统投票 的具体时间为：2025 年 11 月 20 日 9：15 至 15：00 期间的任意时间。 2、现场会议召开地点：江苏省江阴市周庄镇长青路 8 号办公楼 3 楼会议室。 3、会议召开方式：本次股东会采取现场表决与网络投票相结合的方式。 4、召集人：江南模塑科技股份有限公司董事会。 5、现场会议主持人：董事长曹克波先生。 6、本次股东会会议的召集、召开与表决程序 ...

Core Viewpoint - The news highlights the recent research conducted by QuanGuo Fund on Mould Technology, emphasizing the company's business operations and future plans in the automotive parts industry. Group 1: Company Overview - Mould Technology is a leading automotive parts supplier in China, focusing on the research, production, and sales of automotive bumpers and lightweight components [3] - The company has established production bases in Wuxi, Shanghai, Shenyang, Wuhan, Yantai, and Mexico, along with R&D centers in Beijing, Shanghai, and Jiangyin [3] - Mould Technology has a stake in Beiqi Mould, which has production bases in Beijing, Hefei, Chongqing, Chengdu, and Zhuzhou [3] Group 2: Production Capacity and Future Plans - The Mexican subsidiary currently has excess production capacity and plans to actively develop new orders while maintaining good cooperation with existing clients [4] - The company aims to explore more new business opportunities in the future [4] Group 3: Robotics Business Development - The company is assessing its technical capabilities and conducting market and cost research to understand product structures, with the goal of advancing its robotics project development [5] Group 4: Financial Performance and Shareholder Information - The company reported stable production and operational conditions, with specific performance details to be disclosed in the annual report on the Giant Tide Information Network [6] - As of November 10, 2025, the number of shareholders in the company was 80,816 [7]