Investment Rating - The report maintains a "Recommended" rating for the humanoid robot industry, indicating that the industry index is expected to outperform the benchmark index by more than 10% [7]. Core Insights - The humanoid robot concept index increased by 2.97% from September 14 to September 19, 2025, outperforming the CSI 300 index by 3.41 percentage points. Year-to-date, the humanoid robot index has risen by 78.38%, surpassing the CSI 300 index by 60.54 percentage points [2][12]. - Figure AI, a leading startup in humanoid robotics, announced it raised over $1 billion in Series C funding, achieving a post-money valuation of $39 billion. This funding round was led by Parkway Venture Capital, with participation from major investors like NVIDIA and Intel Capital. This milestone is seen as crucial for the next phase of growth in humanoid robotics [5][26]. - The report highlights significant advancements in the humanoid robot sector, including strategic partnerships, technological innovations, and substantial investments, indicating a robust growth trajectory for the industry [3][21][24]. Weekly Market Review - The humanoid robot index saw the highest weekly gain from Junsheng Electronics at +44.25%, while Jiangsu Beiren experienced the largest decline at -16.18% [19][22]. - The report notes that the central enterprises have invested 8.6 trillion yuan in strategic emerging industries since the 14th Five-Year Plan, reflecting strong governmental support for the sector [21]. Key Company Announcements - TOSY Robotics has completed multiple rounds of validation for its first humanoid robot product, "Xiao Tuo," which can autonomously perform complex tasks in industrial settings [24]. - Zhongding Holdings has established strategic partnerships in the humanoid robot field, leveraging its proprietary technologies [29]. - Wanxiang Qianchao is focusing on developing key components for humanoid robots, with plans to enhance production capacity significantly by 2025 [30]. Industry News - The Ministry of Science and Technology is promoting the application of humanoid robots in various sectors, including automotive manufacturing and logistics, which is expected to lay a solid foundation for the future trillion-dollar industry [23]. - Yusheng Micro has developed Ethernet communication products suitable for robot motion control, indicating advancements in communication technology for humanoid robots [32].

（文章来源：每日经济新闻） 每经AI快讯，9月22日，液冷服务器板块盘初冲高，海鸥股份涨停，英维克涨超7%，申菱环境涨超 4%，工业富联涨超3%再创新高，中科曙光、中鼎股份跟涨。 ...

Core Insights - Investment institutions are increasingly emphasizing responsible management and active ownership, leading to higher governance improvement demands from invested companies [1] - Listed companies are more willing to engage with investors through interactive platforms, actively disclosing operational status and market management dynamics [1] Group 1: Industry Interaction - Over 1,290 companies in the A-share market engaged in interactive Q&A sessions with investors from September 15 to September 19, including several companies awaiting listing [2] - Seven industries had more than 60 companies participating in interactive Q&A, with electronics, machinery, and power equipment having over 100 companies each [2] - The electronics industry had over 130 companies involved, with a year-to-date index increase of over 44%, driven by keywords like chips and robotics [4] Group 2: Company Performance - Companies with high investor engagement saw an average year-to-date increase of over 30%, significantly outperforming the CSI 300 index [8] - Companies with over 50 interactive Q&A sessions had an average increase exceeding 60%, with Changshan Pharmaceutical and Zhongding Co., Ltd. both exceeding 80% [8] - Changshan Pharmaceutical received over 100 Q&A inquiries, focusing on its development vision and innovation drug progress [5][6] Group 3: Investment Opportunities - Seven low-valuation, high-performance potential stocks were identified, focusing on sectors like liquid cooling servers, semiconductors, and robotics [9] - Great Wall Motors has a latest P/E ratio of less than 18, with a projected net profit of nearly 12.7 billion yuan in 2024 and expected growth rates exceeding 11% in 2025 [10] - Unigroup Guowei is predicted to have a net profit growth rate exceeding 30% for both 2025 and 2026, with ongoing developments in its quartz crystal resonator production base [10]

Group 1 - The stock price of Zhongding Company fell by 2.06% on September 18, closing at 25.63 CNY per share, with a trading volume of 1.891 billion CNY and a turnover rate of 5.50%, resulting in a total market capitalization of 33.742 billion CNY [1] - Year-to-date, Zhongding Company's stock price has increased by 97.61%, with a 5-day increase of 11.73%, a 20-day increase of 17.78%, and a 60-day increase of 48.15% [1] - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent appearance on April 8, where it recorded a net buy of -20.4528 million CNY [1] Group 2 - Zhongding Company, established on October 23, 1998, and listed on December 3, 1998, is located in Ningguo Economic and Technological Development Zone, Anhui Province, and specializes in the research, production, sales, and service of sealing components and special rubber products [2] - The main business revenue composition includes: cooling systems (26.47%), intelligent chassis - rubber business (20.74%), sealing systems (19.72%), intelligent chassis - lightweight (15.70%), others (11.59%), and intelligent chassis - air suspension systems (5.77%) [2] - As of June 30, 2025, Zhongding Company reported a revenue of 9.846 billion CNY, a year-on-year increase of 1.83%, and a net profit attributable to shareholders of 817 million CNY, a year-on-year increase of 14.11% [2] Group 3 - Since its A-share listing, Zhongding Company has distributed a total of 2.672 billion CNY in dividends, with 724 million CNY distributed over the past three years [3] - As of June 30, 2025, the second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 24.7886 million shares, a decrease of 28.0887 million shares from the previous period [3] - The fourth-largest circulating shareholder is Southern CSI 500 ETF, holding 11.7151 million shares, an increase of 1.6962 million shares from the previous period [3]

Group 1 - The core viewpoint of the news is the significant increase in the stock price of Zhongding Sealing Parts Co., Ltd., which rose by 5.22% to 25.78 CNY per share, with a trading volume of 2.478 billion CNY and a turnover rate of 7.57%, resulting in a total market capitalization of 33.939 billion CNY [1] - Zhongding Sealing Parts Co., Ltd. specializes in the research, production, sales, and service of sealing parts and special rubber products for various industries, including automotive, motorcycle, electrical, engineering machinery, mining, railway, petrochemical, and aerospace [1] - The main business revenue composition of Zhongding includes: cooling systems (26.47%), intelligent chassis - rubber business (20.74%), sealing systems (19.72%), intelligent chassis - lightweight (15.70%), others (11.59%), and intelligent chassis - air suspension systems (5.77%) [1] Group 2 - From the perspective of fund holdings, one fund under Dongfang Fund has a significant position in Zhongding, specifically the Dongfang Automotive Industry Trend Mixed A fund, which held 148,400 shares, accounting for 3.09% of the fund's net value, ranking as the sixth-largest holding [2] - The Dongfang Automotive Industry Trend Mixed A fund has a total scale of 51.9937 million CNY and has achieved a year-to-date return of 34.34%, ranking 2213 out of 8172 in its category, with a one-year return of 65.3%, ranking 1933 out of 7980 [2]

（文章来源：证券日报） 证券日报网讯 9月16日晚间，中鼎股份发布公告称，公司于2025年9月16日召开职工代表大会，经全体 与会职工代表认真审议表决，同意选举王玲女士为公司第九届董事会职工代表董事。 ...

证券代码：000887 证券简称：中鼎股份 公告编号：2025-054 安徽中鼎密封件股份有限公司 关于选举职工代表董事的公告 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。 王玲女士的任职资格符合相关法律法规及《公司章程》有关董事任职的资格和条 件。本次选举职工代表董事工作完成后，公司第九届董事会中兼任公司高级管理人员 以及由职工代表担任的董事人数总计未超过公司董事总数的二分之一。 特此公告。 安徽中鼎密封件股份有限公司 董 事 会 2025 年 9 月 17 日 附：王玲女士简历 王玲女士，中国国籍，1981 年 9 月出生，大专学历，1998 年 4 月进入宁国密封 件厂，历任公司出纳员、统计员、计划主管、工会副主席、职工监事，现任本公司职 工代表董事、工会主席。 截至本公告披露日，王玲女士未持有公司股份，与公司的其他董事、高级管理人 员及持有公司百分之五以上股份的股东、实际控制人之间不存在关联关系，不存在《公 司法》《公司章程》中规定的不得担任公司董事的情形，未受过中国证监会及其他有 关部门的处罚和证券交易所纪律处分，未因涉嫌犯罪被司法机关立案侦查或涉 ...

安徽承义律师事务所 关于 安徽中鼎密封件股份有限公司 召开 2025 年第二次临时股东大会的 法律意见书 召开 2025 年第二次临时股东大会的法律意见书 (2025)承义法字第 00219 号 致:安徽中鼎密封件股份有限公司 根据《中华人民共和国公司法》《中华人民共和国证券法》《上市公司股东 会规则》等法律法规和其他规范性文件的要求，安徽承义律师事务所接受安徽中 鼎密封件股份有限公司（以下简称"公司"）的委托，指派束晓俊、方娟律师（以 下简称"本律师"）就公司召开 2025 年第二次临时股东大会（以下简称"本次股东 大会"）出具法律意见书。 一、本次股东大会召集人资格和召集、召开的程序 经核查，本次股东大会是由公司第九届董事会召集，公司已于 2025 年 8 月 30 日在中国证监会指定的信息披露网站和深圳证券交易所网站上披露了本次股 东大会的通知。本次股东大会的现场会议于 2025 年 9 月 16 日 15:00 在安徽省宣 城市宁国市经济技术开发区中鼎股份研发大楼董事会会议室如期召开。 本次股东大会的召集人资格和召集、召开程序符合法律、法规、规范性文件 和公司章程的规定。 二、本次股东大会出席人员的资 ...

证券代码：000887 证券简称：中鼎股份 公告编号：2025-053 安徽中鼎密封件股份有限公司 二〇二五年第二次临时股东大会决议公告 一、会议召开情况 1、召开时间： (1)、现场会议时间：2025 年 9 月 16 日（星期二）下午 15:00； (2)、网络投票时间：2025 年 9 月 16 日； 通过深圳证券交易所交易系统进行网络投票的时间为 2025 年 9 月 16 日上午 9:15-9:25，9:30-11:30 和下午 13:00-15:00； 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。 特别提示 1、本次股东大会未出现否决议案的情形； 2、本次股东大会未涉及变更以往股东大会已通过的决议； 3、本次股东大会以现场投票方式和网络投票相结合的表决方式召开； 4、本次股东大会召开期间无新议案提交表决的情况。 通过深圳证券交易所互联网投票系统进行网络投票的时间为 2025 年 9 月 16 日上午 9:15 至下午 15:00 的任意时间。 2、股权登记日：2025 年 9 月 9 日（星期二） 3、召开地点：安徽省宁国经济技术开发区中鼎股份研 ...

Group 1 - The automotive thermal management concept sector rose by 3.28%, ranking third among concept sectors, with 107 stocks increasing in value [1] - Notable stocks that hit the daily limit include Hengshuai Co., which surged by 20%, and others like Yinlun Co., Sanhua Intelligent Control, and Tianlong Co. also reached their daily limits [1] - The top gainers in the sector included Kete Co. with a 14.75% increase, Jiangsu Leili with 14.16%, and Rujing Technology with 12.91% [1] Group 2 - The automotive thermal management sector saw a net inflow of 3.534 billion yuan, with 61 stocks receiving net inflows, and 18 stocks exceeding 100 million yuan in net inflows [2] - The leading stock in terms of net inflow was Sanhua Intelligent Control, which attracted 1.171 billion yuan, followed by Top Group and Zhongding Co. with net inflows of 498 million yuan and 369 million yuan respectively [2] - The inflow ratio for stocks like Aerospace Electromechanical, Yinlun Co., and Beite Technology were 31.65%, 23.27%, and 15.31% respectively [3] Group 3 - The top stocks in the automotive thermal management sector based on net inflow included Sanhua Intelligent Control with a 10.01% increase and a turnover rate of 6.46%, followed by Top Group with a 7.67% increase and a turnover rate of 6.92% [3][4] - Other notable stocks included Zhongding Co. with an 8.36% increase and a turnover rate of 10.69%, and Yinlun Co. with a 10.01% increase and a turnover rate of 3.90% [3][4] - The overall performance of the sector indicates strong investor interest and significant capital inflow, particularly in leading companies [2][3]