格隆汇9月10日丨中鼎股份(000887.SZ)在互动平台表示，目前公司已为墨甲机器人配套头套、脚垫、密 封件等相关橡胶件。 ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：贵公司和奇瑞墨甲机器人，主要是为其提供零部件还 是本体制造呢？ 中鼎股份（000887.SZ）9月10日在投资者互动平台表示，目前公司已为墨甲机器人配套头套、脚垫、密 封件等相关橡胶件。 ...

中鼎股份（000887.SZ）9月10日在投资者互动平台表示，目前公司已经给奇瑞墨甲机器人配套橡胶件， 也已经给埃夫特工业机器人配套谐波减速器，上述业务已经产生收入，目前收入较小，对公司本年度经 营业绩不会构成重大影响。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问公司目前人形机器人相关业务是否已经产生销 售？销售金额大致为多少？ ...

格隆汇9月10日丨中鼎股份(000887.SZ)在互动平台表示，目前公司已经给奇瑞墨甲机器人配套橡胶件， 也已经给埃夫特工业机器人配套谐波减速器，上述业务已经产生收入，目前收入较小，对公司本年度经 营业绩不会构成重大影响。 ...

证券代码：000887 证券简称：中鼎股份 公告编号：2025-051 安徽中鼎密封件股份有限公司 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。 关于使用闲置募集资金进行现金管理的进展公告（126） 安徽中鼎密封件股份有限公司（以下简称"公司"）于 2025 年 5 月 23 日召开了 2024 年度股东大会，审议通过了《关于使用闲置募集资金和自有资金进行现金管理的 议案》，同意公司使用不超过 2.5 亿元（人民币，币种下同）的闲置募集资金购买保 本型理财产品和不超过 25 亿元的自有资金购买保本和非保本型理财产品、信托产品 和进行委托贷款业务，使用期限为自公司股东大会审议通过之日起至 2025 年年度股 东大会召开之日止。在上述使用期限及额度范围内，资金可以滚动使用。针对上述事 项，公司保荐机构发表了明确的同意意见。具体内容详见 2025 年 4 月 29 日公司在巨 潮资讯网 www.cninfo.com.cn 上披露的相关公告。 一、募集资金基本情况 经中国证券监督管理委员会《关于核准安徽中鼎密封件股份有限公司公开发行可 转换公司债券的批复》（证监许可 ...

中鼎股份在互动平台表示，公司子公司中鼎流体及中鼎智能热系统主导热管理系统总成业务的发展，在 汽车热管理业务基础上积极布局储能热管理及超算中心热管理。基于自研热管理控制器及控制算法，管 路系统及密封等核心技术，公司在储能领域已推出系列化液冷机组，及浸没式液冷机组；超算中心热管 理领域主要产品为CDU（冷液分配装置），未来根据实际需要，逐步将浸没式技术运用到超算中心热 管理中，目前公司正在加速与客户对接。 ...

| 市值(亿元) | 时间 | 2023Y | 2024Y | 2025H1 | | --- | --- | --- | --- | --- | | 271.86 | | | | | | | 营业收入 | 172.44 | 188.54 | 98.46 | | 机构持股(占流通盘) | (亿元) | | | | | 0家 | 归母净利润 | 11.31 | 12.52 | 8.17 | | 北向资金持股比例 | (亿元) | | | | | | 净资产收益率 | 9.74 | 10.00 | 6.13 | | 3.17% | (%) | | | | | (9月4日) | | | | | | | 毛利率 | 21.95 | 22.82 | 23.58 | | 大股东质押率 | (%) | | | | | 26.75% | 每股收益。 | | | | | 最新监管情况 | (元) | | | | | 近一年无相关信息 | 经营活动现金流 | 14.45 | 17.26 | 6.17 | | | (亿元) | | | | | 公司品牌价值 | 应收账款 | 41.79 | 42.09 | 44.26 | | 26. ...

Core Viewpoint - The company maintains a "buy" rating and has a target price of 29.93 yuan, supported by stable performance in the first half of 2025 and active expansion into liquid cooling and humanoid robot joint assembly businesses [2]. Financial Performance - In the first half of 2025, the company achieved revenue of 9.85 billion yuan, a year-on-year increase of 2% - The net profit attributable to shareholders was 817 million yuan, a year-on-year increase of 14% - The net profit margin stood at 8.3% [2] - In Q2 2025, revenue was 4.99 billion yuan, with no year-on-year growth but a quarter-on-quarter increase of 3% - The net profit for Q2 was 410 million yuan, a year-on-year increase of 17% and a quarter-on-quarter increase of 3% [2] Business Development - The company is actively expanding its thermal management solutions for energy storage and supercomputing centers, having launched a series of liquid cooling units and immersion cooling units [2] - The main product for supercomputing center thermal management is the CDU (Cold Liquid Distribution Unit), with plans to gradually apply immersion technology based on actual needs [2] - The company has secured approximately 7.1 billion yuan in orders for its thermal management systems as of the first half of 2025 [2] Humanoid Robot Joint Assembly - The company is focused on developing production capabilities for humanoid robot joint assemblies through subsidiaries like Anhui Ruisi Bo and Xinghui Sensor [3] - The company has completed the industrial layout for products such as joint assemblies, harmonic reducers, planetary reducers, and force sensors [3] - Strategic cooperation agreements have been signed with companies like Zhongqing Robot and Aifute, as well as a project intention cooperation agreement with Shenzhen Zhujidong Technology Co., Ltd., to enhance the upstream and downstream industrial chain [3]

Summary of Key Points Core Viewpoint - On September 2, a total of 33 target price adjustments were made by brokerages for listed companies, with notable increases in target prices for Zhongcai International, Zhucheng Technology, and Guangyun Technology, reflecting significant potential upside in their respective sectors [1][2]. Group 1: Target Price Increases - Zhongcai International received a target price increase of 43.65%, with a new target price of 13.00 yuan [2]. - Zhucheng Technology's target price was raised by 41.51%, now set at 75.00 yuan [2]. - Guangyun Technology saw a target price increase of 35.72%, with a new target price of 22.00 yuan [2]. Group 2: Brokerage Recommendations - A total of 35 listed companies received brokerage recommendations on September 2, with notable mentions including Datang Power and China General Nuclear Power, each receiving one recommendation [3]. - Guangyun Technology's rating was upgraded from "Hold" to "Increase" by CITIC Securities [5]. Group 3: Rating Adjustments - One company, Yihua Tong, had its rating downgraded from "Buy" to "Hold" by Changjiang Securities [6]. - The only company receiving a new coverage rating was Chifeng Gold, which was rated "Buy" by CITIC Securities [7].

Group 1: Financial Performance - The company reported a revenue of 9.846 billion yuan for the first half of 2025, a year-on-year increase of 1.83% [1] - The net profit attributable to shareholders reached 817 million yuan, up 14.11% year-on-year, while the net profit excluding non-recurring items was 780 million yuan, reflecting a 21.53% increase [1] - In Q2 2025, the company achieved a revenue of 4.992 billion yuan, with quarter-on-quarter and year-on-year growth of 0.31% and 2.84% respectively [1] - The gross margin for the first half of the year was 23.58%, an increase of 1.35 percentage points year-on-year, while the net margin was 8.26%, up 0.82 percentage points year-on-year [1] Group 2: Business Development - The company is focusing on the development of both traditional and incremental businesses, optimizing customer structure and enhancing product competitiveness [2] - It aims to maintain steady growth in traditional businesses while promoting the growth of new areas such as air suspension systems, lightweight chassis systems, and thermal management systems [2] - The company plans to advance its business towards intelligence in the automotive sector, centered around smart chassis system strategic goals [2] Group 3: New Ventures and Collaborations - The company is actively pursuing new fields such as humanoid robots, low-altitude economy, AI, and data center thermal management [3] - Strategic cooperation agreements have been signed with various companies to accelerate the production of robotic harmonic reducers and components [3] - The company is expected to see accelerated progress in its robotics business due to its strong manufacturing capabilities and leading position in the supply chain [3] - In the AIDC liquid cooling sector, the company has laid out plans for CDU and immersion cooling units, anticipating growth in orders as the market expands [3] Group 4: Profit Forecast - The company is projected to achieve a compound annual growth rate (CAGR) of 18.5% in net profit attributable to shareholders from 2025 to 2027 [3] - The performance is expected to continue growing as various business segments ramp up production and orders [3]