Group 1 - Company Zhongding Co., Ltd. (SZ 000887) announced a strategic cooperation with Shanghai Fourier Intelligent Technology Co., Ltd. to develop humanoid robot-related products, focusing on components such as harmonic reducers, planetary reducers, tactile sensors, lightweight skeletons, and hollow cup motors [1] - As of January to June 2025, Zhongding's revenue composition shows that the automotive industry accounts for 96.57% while the non-automotive industry accounts for 3.43% [1] - The current market capitalization of Zhongding Co., Ltd. is 26.2 billion yuan [1]

本协议签署后，有利于双方针对人形机器人相关产品展开多维度的全方位的战略合作，进一步加强在产 品开发、工艺、质量管理等方面的合作，推动公司的机器人减速器、传感器、轻量化骨骼、空心杯电机 等部件总成产品业务稳步发展，满足公司的战略发展规划以及市场需求。 本次战略合作协议的签署对公司业务的独立性不构成重大影响，不会因履行协议而对合作方形成重大依 赖。本次签署的战略合作协议仅为双方达成初步合作意向，并未涉及具体的权利义务安排，亦不涉及具 体交易事项及交易金额，对公司本年度经营业绩不构成重大影响，对公司未来年度经营业绩的影响将视 与合作方后续项目的实施情况确定。 格隆汇11月23日丨中鼎股份(000887.SZ)公告，安徽中鼎密封件股份有限公司(以下简称"公司")与上海傅 利叶智能科技股份有限公司(以下简称"傅利叶")拟针对人形机器人相关产品展开多维度的全方位的战略 合作，积极推动公司谐波减速器、行星减速器、力觉传感器、轻量化骨骼、空心杯电机等部件总成业务 发展，为加强双方的合作关系，于近日签署了战略合作协议。 ...

每经AI快讯，11月23日，中鼎股份(000887.SZ)公告称，公司与傅利叶智能签署战略合作协议，双方将 针对人形机器人相关产品展开多维度全方位合作，推动中鼎股份谐波减速器、行星减速器、力觉传感 器、轻量化骨骼、空心杯电机等部件总成业务发展。在同等条件下，傅利叶智能承诺优先选择中鼎股份 作为配套商。 ...

南财智讯11月23日电，中鼎股份公告，公司近期与上海傅利叶智能科技股份有限公司签署战略合作协 议。双方将就在人形机器人相关产品领域开展全方位合作，推动公司谐波减速器、行星减速器、力觉传 感器、轻量化骨骼、空心杯电机等部件总成业务发展。本次协议仅为框架性协议，不涉及具体交易金 额，对公司本年度经营业绩不会构成重大影响，对未来年度经营业绩的影响将视后续项目实施情况确 定。在具体实施过程中尚存在不确定性，敬请投资者注意投资风险。 ...

证券代码：000887 证券简称：中鼎股份 公告编号：2025-060 安徽中鼎密封件股份有限公司 关于签署战略合作协议的公告 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。 特别提示： 1、本次签署的战略合作协议属于框架性协议，在具体实施过程中尚存在不确定 性，敬请广大投资者谨慎决策，注意投资风险； 2、本次签署的战略合作协议对公司本年度经营业绩不会构成重大影响，对公司 未来年度经营业绩的影响将视与合作方后续项目的实施情况确定。 一、协议签署概况 1、协议基本情况 安徽中鼎密封件股份有限公司（以下简称"公司"）与上海傅利叶智能科技股份有 限公司（以下简称"傅利叶"）拟针对人形机器人相关产品展开多维度的全方位的战略 合作，积极推动公司谐波减速器、行星减速器、力觉传感器、轻量化骨骼、空心杯电 机等部件总成业务发展，为加强双方的合作关系，于近日签署了战略合作协议。 2、需履行的审批程序 二、协议对方的基本情况 公司名称：上海傅利叶智能科技股份有限公司 经营范围：一般项目：智能科技领域内的技术开发、技术服务、技术咨询、技术 转让；电气设备、电子设备、计算机软硬件的研 ...

Core Viewpoint - Zhongding Co., Ltd. (000887) is strategically positioned with production capacities in Europe and the United States, focusing on local production and sales to enhance its global business operations [1] Group 1: Production and Sales Distribution - As of the first half of 2025, the production distribution of the company is projected to be 65.41% in Asia, 25.04% in Europe, and 9.55% in America [1] - The company emphasizes a local production and local sales model for its global operations [1] Group 2: Revenue and Market Impact - The estimated revenue from cross-border sales to the U.S. market is approximately 150 million yuan, accounting for about 1.5% of the company's total revenue for the first half of 2025 [1] - The impact of U.S. customers is minimal as they primarily source from local factories [1] Group 3: Future Plans - The company is monitoring overseas industry conditions and is considering plans for expanding production capacity abroad to prepare for market expansion [1] - Continuous attention will be given to relevant situations in overseas markets [1]

Core Viewpoint - Zhongding Co., Ltd. has established production capacities in Europe and the United States, with a focus on local production and sales in these regions [2] Group 1: Production and Sales Distribution - By mid-2025, the production distribution of Zhongding Co., Ltd. will be 65.41% in Asia, 25.04% in Europe, and 9.55% in America [2] - The company primarily supplies its American clients from local factories, which minimizes the impact of cross-border sales [2] Group 2: Revenue and Market Strategy - The revenue from cross-border sales to the U.S. is projected to be approximately 150 million yuan, accounting for about 1.5% of the company's semi-annual revenue [2] - Zhongding Co., Ltd. is actively monitoring overseas industry conditions and is considering plans for expanding production capacity abroad to prepare for market expansion [2]

Core Viewpoint - Tesla is planning to gradually replace Chinese components in its U.S. production over a period of one to two years, which may also affect General Motors. This news raises concerns about the potential impact on companies in the automotive parts processing industry, such as Zhongding Co., Ltd. [1] Company Summary - Zhongding Co., Ltd. has production capabilities in Europe and the U.S., with a production distribution as of the first half of 2025 being 65.41% in Asia, 25.04% in Europe, and 9.55% in America [1] - The company primarily sells locally produced goods in the regions where it operates, with cross-border sales to the U.S. accounting for approximately 150 million yuan, or about 1.5% of its total revenue for the first half of 2025 [1] - The impact of the potential changes in supply chain dynamics due to Tesla's strategy is expected to be minimal for Zhongding Co., Ltd. as it mainly supplies U.S. clients from local factories [1] - The company is monitoring overseas industry developments and is considering plans for expanding its overseas production capacity to better prepare for market expansion [1]

Core Insights - The automotive stabilizer bar is a crucial component of the suspension system, enhancing vehicle stability and control during turns [3][4] - The market for automotive stabilizer bars in China is projected to grow from 2.985 billion yuan in 2020 to 3.549 billion yuan in 2024, with an expected increase to 3.696 billion yuan by 2025 [1][8] - Government policies supporting the automotive industry, particularly in the promotion of new energy vehicles, are driving demand for stabilizer bars [4][7] Industry Overview - The automotive stabilizer bar, also known as an anti-roll bar, is made of spring steel and is designed to reduce body roll during cornering, thereby improving driving safety and handling [3][4] - The stabilizer bar's installation prevents excessive lateral tilt of the vehicle body, which is essential for maintaining comfort and stability [1][8] Market Dynamics - The automotive stabilizer bar market is influenced by the demand from the automotive sector, with production costs affected by fluctuations in raw materials such as steel and aluminum [6][7] - The market is characterized by a mix of domestic and international players, with local companies like Huawai Technology leveraging cost advantages and international firms like Bosch and Dana holding significant shares in the high-end market [9] Competitive Landscape - Key players in the automotive stabilizer bar industry include Huawai Technology, Zhongding Holdings, and several other manufacturers specializing in automotive components [2][10] - Huawai Technology reported a revenue of 804 million yuan from suspension system components in the first half of 2025, marking a year-on-year increase of 36.46% [10] - Zhongding Holdings achieved a revenue of 14.555 billion yuan in the first nine months of 2025, with a net profit of 1.307 billion yuan, reflecting a year-on-year growth of 24.26% [10][11] Development Trends - The industry is moving towards lightweight materials such as aluminum and magnesium alloys to enhance fuel efficiency and reduce vehicle weight [11] - Smart technologies are being integrated into stabilizer bars, allowing for dynamic adjustments based on driving conditions, which enhances performance and safety [11] - Environmental considerations are prompting the industry to adopt recyclable materials and eco-friendly manufacturing processes [11]

Group 1 - The company, Anhui Zhongding Sealing Parts Co., Ltd., has received approval from the China Interbank Market Dealers Association to register and issue medium-term notes with a total registered amount of 1 billion yuan, valid for two years from September 26, 2025 [1] - The first phase of the company's medium-term notes for 2025 was publicly issued from November 7 to November 10, 2025, with an issuance amount of 500 million yuan, a term of 3 years, and an interest rate of 1.88% [2] - The funds raised from this issuance have been fully received as of the date of the announcement [2]