公司负责人夏建敏、主管会计工作负责人邱麟凯及会计机构负责人(会计 主管人员)郑英声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本报告中所涉及的发展战略及计划等前瞻性陈述，不构成公司对投资者的 实质性承诺，投资者及相关人士均应当对此保持足够的风险认识，并且应当 理解计划、预测与承诺之间的差异，敬请投资者注意投资风险。 公司在本报告第三节"管理层讨论与分析"中"十、公司面临的风险和应 对措施"部分，详细描述了公司经营中可能存在的风险及应对措施，敬请投 资者关注相关内容。 公司计划不派发现金红利，不送红股，不以公积金转增股本。 浙江夏厦精密制造股份有限公司 2025 年半年度报告 1 2025-020 【披露时间】 浙江夏厦精密制造股份有限公司 2025 年半年度报告全文 浙江夏厦精密制造股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担 个别和连带的法律责任。 2 | | | | 第二节 | 公司简介和主要财 ...

Market Review - The AI and robotics sectors continued their upward trend, achieving a "three consecutive days" increase, with the Huaxia AI ETF (589010) closing up 0.98% and reaching a peak intraday increase of 2.62% [1] - Key holdings included Chipone Technology leading with a 13.39% increase, followed by CloudWalk Technology at 4.79%, and both Daotong Technology and Yuntian Lifeng rising over 3% [1] - The Robotics ETF (562500) closed up 0.71%, experiencing significant volatility with an intraday peak fluctuation of 3.67% [1] - Notable performers included Hechuan Technology leading with a 14.50% increase, followed by Fengli Intelligent at 13.30%, Huachen Equipment at 11.11%, and Xiasha Precision hitting a 10% limit-up [1] - Total trading volume reached 2.022 billion yuan, indicating robust market activity and sustained liquidity [1] - The latest scale of the Robotics ETF reached 17.35 billion yuan, setting a new record and significantly surpassing comparable funds [1] Hot News - DeepSeek announced the upgrade of its online model to version 3.1, featuring a longer context window and readiness for testing [2] - Yuzhu Technology teased a new humanoid robot with a height of 1.8 meters and 31 degrees of freedom, suggesting agility and elegance [2] - Shanghai's implementation plan for accelerating "AI + manufacturing" aims to promote intelligent applications in 3,000 manufacturing enterprises over three years, establish 10 industry benchmark models, and develop around 10 "AI + manufacturing" demonstration factories [2] Institutional Views - Guojin Securities expressed optimism regarding the domestic advantages in the integration of AI with software and hardware, particularly in consumer and overseas markets, as evidenced by the preliminary validation from Meitu and Kuaishou's ARR [3] - The firm also anticipates positive growth in the second half of the year, with expected increases in revenue contributions from AI applications in enterprise service software and manufacturing information systems [3] Popular ETFs - The Robotics ETF (562500) is noted as the only fund exceeding 10 billion yuan in scale, offering the best liquidity and comprehensive coverage of the Chinese robotics industry [4] - The Huaxia AI ETF (589010) is characterized as the "brain" of robotics, with a 20% fluctuation limit and small to mid-cap elasticity, aimed at capturing pivotal moments in the AI industry [4]

Investment Rating - The report rates the industry as "Overweight," indicating that it is expected to outperform the overall market [3]. Core Insights - The axial flux motor has significant advantages in torque density and efficiency, already being applied in robotics. For instance, the YASA axial flux motor achieves torque density and power density of 160 Nm/L and 14.9 kW/kg, respectively, which is four times that of traditional radial flux motors [3]. - PCB motors, a branch of axial flux motors, have increased application potential due to optimized PCB technology. They replace traditional iron core stators with PCBs, leading to reduced weight and enhanced efficiency [3]. - PCB motors excel in lightweight design, high efficiency, stability, automated production, low noise, and flexible design, making them suitable for robotic applications that require high torque density and rapid response [3]. - The robotics sector presents new development opportunities for PCB axial flux motors, with leading companies actively seeking innovative motor technologies as traditional solutions face limitations [3]. Summary by Sections Axial Flux Motor Advantages - The axial flux motor is characterized by a flat shape and a larger effective magnetic area, resulting in higher torque and efficiency compared to traditional motors [3]. - The efficiency of these motors typically exceeds 96%, with lower operational noise and vibration [3]. PCB Motor Characteristics - PCB motors are lightweight, reducing copper usage by 66% and significantly decreasing weight [3]. - They offer high efficiency due to reduced magnetic path losses and improved thermal stability [3]. - The automated production process ensures consistent quality and allows for rapid customization [3]. Investment Opportunities - Recommended companies to watch include: - Wolong Electric Drive: A comprehensive motor supplier focusing on high torque density axial flux motors [3]. - Xiaxia Precision: Invested in ZhiJian Intelligent, specializing in micro motors [3]. - Mingyang Circuit: Capable of full-process PCB production with a focus on robotics [3]. - Dongmu Co., Ltd.: Holds a 22% stake in Xiaoxiang Motor, a leader in axial flux motor technology [3]. - Yidelong: A flexible EMS manufacturer with a diverse product range [3].

夏厦精密最新一期业绩显示，截至2025一季报，公司营业总收入1.68亿元、同比增长31.35%，归属净利 润1285.65万元，同比减少33.38%，扣非净利润1154.57万元，同比减少31.35%，流动比率1.960、速动比 率1.288、资产负债率34.19%。 天眼查商业履历信息显示，浙江夏厦精密制造股份有限公司，成立于1999年，位于宁波市，是一家以从 事通用设备制造业为主的企业。企业注册资本6200万人民币，实缴资本6200万人民币。公司法定代表人 为夏建敏。 金融界消息 截至2025年8月12日收盘，夏厦精密（001306）报收于96.54元，下跌3.56%，换手率 18.61%，成交量2.89万手，成交金额2.78亿元。 资金流向方面，今日主力资金净流出2658.28万元，占比成交额9.56%。其中，超大单净流出581.16万 元、占成交额2.09%，大单净流出2077.12万元、占成交额7.47%，中单净流出流入1548.20万元、占成交 额5.57%，小单净流入1110.08万元、占成交额3.99%。 通过天眼查大数据分析，浙江夏厦精密制造股份有限公司共对外投资了1家企业，参与招投标项目2 ...

8月11日消息，天眼查融资历程显示，苏州指尖智擎科技有限公司近日获得"天使轮"融资，涉及融资金 额数千万人民币，投资机构为夏厦精密，隐峰私募基金。 资料显示，苏州指尖智擎科技有限公司法定代表人为张杨，成立于2024年，位于苏州市，是一家以从事 电气机械和器材制造业为主的企业。企业注册资本1000万人民币，并已于2025年完成了天使轮，交易金 额数千万人民币。 通过天眼查大数据分析，苏州指尖智擎科技有限公司知识产权方面有商标信息8条，专利信息3条。 天眼查信息显示，苏州指尖智擎科技有限公司的股东为：张杨、苏州博益凡企业管理合伙企业（有限合 伙）、苏州永恩嘉智能科技合伙企业（有限合伙）、苏州嘉瑞远智能科技合伙企业（有限合伙）。 来源:金融界 ...

New Stock Issuance - Hongyuan Co., Ltd. (stock code: 920018) issued shares at a price of 9.17 on August 11, 2025[1] - China Shipbuilding Industry Corporation (stock code: 600150) has a cash acquisition request period from August 13 to August 15, 2025[1] - ST Kelly (stock code: 300326) has a tender offer period from July 17 to August 15, 2025[1] Rights and Announcements - China Heavy Industry (stock code: 601989) has a cash option declaration period starting August 13, 2025[1] - Fushun Special Steel (stock code: 600399) has a tender offer period from August 12 to September 10, 2025[1] - North Long Dragon (stock code: 301357) has an announcement link for further details[1] Market Volatility - Several stocks, including ST Xifa (stock code: 000752) and ST Aowei (stock code: 002231), are under observation for significant price fluctuations[1] - The report highlights abnormal fluctuations in stocks such as ST Songfa (stock code: 603268) and ST Yancheng (stock code: 603063)[2]

New Stock Listings - Tianfu Long (603406) issued at a price of 23.60[1] - Youli Intelligent (920007) issued at a price of 23.99[1] Rights Issues and Announcements - China Heavy Industry (601989) cash option declaration period from August 13, 2025[1] - China Shipbuilding (600150) acquisition request period from August 13 to August 15, 2025[1] - Shenkai Co., Ltd. (002633) offer declaration period from July 29 to August 27, 2025[1] - ST Kelly (300326) offer period from July 17 to August 15, 2025[1] - Fushun Special Steel (600399) offer period from August 12 to September 10, 2025[1] Abnormal Fluctuations - Multiple stocks reported abnormal fluctuations, including *ST Yushun (002289) and Changcheng Military Industry (601606)[2][3] - Notable fluctuations also reported for companies like Li De Man (300289) and Dongjie Intelligent (300486)[3]

Investment Project Overview - The company has approved a project to purchase land use rights and invest in the "Core Components Industrialization and Equipment Collaborative Development Project" with a total investment not exceeding 1 billion RMB [1][2] - The funding sources for the project include self-owned funds, bank loans, or other financing methods [1] Land Use Rights Acquisition - The company successfully bid for land use rights at a price of 80.29 million RMB for a plot located in Zhenhai District, with a total area of 53,166 square meters [2] - The land is designated for industrial use, specifically for the manufacturing of bearings, gears, and transmission components [2] Contract Details - The contract for the land use rights was signed with the Ningbo Natural Resources and Planning Bureau, with a usage period of 50 years [2] Purpose and Impact of Land Acquisition - The acquisition aligns with the company's development strategy and is expected to optimize production layout, expand capacity, and enhance market share [2] - The project is seen as a positive step for the company's future development [2] Funding and Financial Impact - The funding for the land acquisition comes from the company's own resources, ensuring that it does not adversely affect existing business operations or financial performance [3]

证券代码：001306 证券简称：夏厦精密 公告编号：2025-039 浙江夏厦精密制造股份有限公司 关于拟购买土地使用权并投资建设项目的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、投资项目概述 浙江夏厦精密制造股份有限公司（以下简称"公司"）于 2025 年 4 月 3 日 召开第二届董事会第十次会议和第二届监事会第九次会议，审议通过了《关于 拟购买土地使用权并投资建设项目的议案》，同意公司拟购买土地使用权并投 资建设"智能传动系统核心零部件产业化及装备协同开发建设项目"（暂定名 称，以有关部门最终备案名称为准），总投资金额不超过 10 亿元（含上述土地 出让金），资金来源包括但不限于自有资金、银行贷款或其他融资方式，上述 议案已经 2025 年第一次临时股东大会审议通过。具体内容详见公司于 2025 年 4 月 4 日在巨潮资讯网（http://www.cninfo.com.cn）上披露的《关于拟购买 土地使用权并投资建设项目的公告》（公告编号：2025-004）。 二、拟购买土地使用权的进展情况 受让人：浙江夏厦精密制造股份有限公司 宗 ...

Core Viewpoint - The company is focusing on the development of humanoid robot-related products and aims to enhance product quality, reduce costs, and strengthen brand building and marketing efforts [1] Industry Summary - The gear industry is a crucial part of manufacturing, with increasing demand driven by global economic growth and industrialization [1] - There is a rising need for high-precision and high-load-bearing gears, particularly in the automotive and robotics sectors [1] Company Summary - The company is a leading player in the small modulus gear market and is committed to continuous improvement in product quality and cost reduction [1] - The company is enhancing its research and development capabilities to launch innovative and differentiated products to meet market demands [1] - Current products used in humanoid robots include precision gears, reducers, and screw products, with precision gear and reducer products already supplied to well-known domestic and international robots [1] - Screw products have begun to receive trial samples and small batch orders [1]