富特科技(sz301607)：是国内车载电源领域的龙头企业，为小米、蔚来汽车车载电源核心供应商，其中 小鹏和小米汽车相关项目已经实现批量量产，长安、零跑汽车相关项目将在今年实现批量量产。 多利科技(sz001311)：深度绑定特斯拉、理想、蔚来等头部新能源车企，零跑、蔚来乐道等新项目爬坡 上量，盈利回升。责任编辑：栎树 据媒体消息，国内新能源汽车市场格局迎来新震动。上周，蔚来公司以7927台的周销量强势跃居行业第 四位，实现显著增长，超越小米与理想汽车。其中，刚刚于上周正式上市并开启全国44城同步交付的全 新车型——乐道L90表现尤为抢眼，上市仅三天即交付1976台，成功跻身大型SUV周销量榜TOP3，其单 周销量更达到理想L8与L9两款热门车型总和的1.6倍。 乐道L90的上市引发了市场热潮。全国各地蔚来门店人潮涌动，试驾需求激增，多地出现试驾车供不应 求的局面。为应对强劲订单，蔚来工厂已开足马力，全力保障生产交付节奏，确保尽快将产品交付用 户。乐道L90的强劲市场表现也赢得了全球顶尖投资机构的高度评价。花旗研究在最新报告中指出，乐 道L90是当前7座纯电SUV市场中"性价比最佳的产品"，表现优于理想i8。 ...

Summary of Key Points from the Conference Call Industry Overview - The retail robotics sector has seen a significant increase in the number of companies, indicating a heightened market interest in robotic intelligence and real-world interaction capabilities [2][3] - Companies such as Yushu, Zhiyuan, and Fourier showcased their latest technologies in motion control, embodied intelligence, and applications in health and wellness scenarios [2] Core Insights and Arguments - **Micro Screw and Flexible Sensors**: Manufacturers like Zhejiang Longtai, Leilike, and Fuda Co. have advantages in core components for retail robotics, particularly in enhancing tactile feedback through flexible sensors [2][11] - **Micro Frameless Torque Motors**: These motors are applied in high-precision devices like dexterous hands, with companies such as Hecai Technology and Buke Co. preparing products in this area [2][10] - **Lightweight Robotics**: A key trend in robotics, with innovations like PEEK material harmonic reducers achieving a 60% weight reduction in the first generation, though the second generation achieved a 30% reduction due to load issues while maintaining performance metrics comparable to traditional products [2][12] - **Diverse Applications**: Multiple companies demonstrated the integration of robotics in retail, logistics, and healthcare, indicating a diversification of application scenarios [2] Notable Exhibitors and Their Innovations - **Yushu**: Showcased boxing duel demonstrations based on B1 and GO2, highlighting superior motion control capabilities [5] - **Tesla**: Presented the second-generation robot in a static display, alongside products like the L7 leading hand and Q5, with M27 performing a live dance [6][8] - **Galaxy General**: Collaborated with Meituan Pharmacy for product picking demonstrations, showcasing interactive robotics [8] - **Fourier**: Displayed the G1 series products in health and wellness scenarios, featuring a head that rotates and provides facial feedback [8] Emerging Technologies in the Motor Industry - **Micro Frameless Torque Motors**: Important for dexterous applications, with companies like Hecai Technology and Buke Co. leading product development [10] - **Board Line Detectors**: These devices exhibit high load torque and anti-fading capabilities, with companies like Doli Technology and Hecai Technology conducting research and development [10] Lightweight Development in Robotics - Lightweight design is a crucial development direction, with companies innovating PEEK material components to reduce weight while maintaining performance [11][12] - Flexible sensors are essential for enhancing tactile feedback in retail robotics, with manufacturers like Hanwei Technology and Fulei New Materials leading in this area [11] Additional Considerations - The electric motor sector presents uncertainties that require ongoing attention to its development dynamics [9]

本文字数：583，阅读时长大约1分钟 微信编辑 | 七三 第 一 财 经 持 续 追 踪 财 经 热 点 。 若 您 掌 握 公 司 动 态 、 行 业 趋 势 、 金 融 事 件 等 有 价 值 的 线 索 ， 欢 迎 提 供 。 专 用 邮 箱 ： bianjibu@yicai.com 2025.07. 28 针对 "开市客超市下架麻六记酸辣粉，并做出召回处理"的消息， 麻六记酸辣粉代工方 白家阿宽 作 出最新回应。 7月27日，四川白家阿宽食品产业股份有限公司（以下简称"白家阿宽"）发布《关于麻六记部分批 次酸辣粉产品召回的声明》，称其代工的麻六记270g规格的酸辣粉部分批次出现个别粉饼发白、发 霉现象，现已发出召回通知，目前所有存在质量风险的该规格产品已全部下架。 白家阿宽表示， 经核查，问题集中在 2025年6月16日、6月18日两个批次产品。主要原因是生产过 程中消杀环节存在不足，可能导致部分产品受环境细菌污染，出现湿粉饼保质期缩短或霉变。目前， 这两个批次产品的全面召回工作正在有序执行中。 白家阿宽称，针对购买上述问题批次产品的消费者，可联系原商家退货退款，或通过白家阿宽官方客 服登记处理，公司 ...

多利科技：为特斯拉Model YL及Model 3长续航后轮驱动版车型配套汽车零部件产品 智通财经7月21日电，有投资者问，公司是不是有特斯拉Model YL及Model 3长续航后轮驱动版车型的 配件订单？多利科技在互动平台表示，公司为有关客户的相关车型配套汽车零部件产品。 ...

Core Viewpoint - The acquisition of 52% stake in Fagor Aiderlan by Doli Technology raises concerns due to the significant pre-transaction dividend and the company's declining financial performance [1][2][4] Financial Performance - Doli Technology reported a revenue of 3.592 billion yuan in 2024, a decrease of 8.19% year-on-year [2] - The net profit attributable to shareholders was 425 million yuan, down 14.43% compared to the previous year [2] - The gross profit margin was 21.08%, a decline of 2.13 percentage points year-on-year [2] - In Q1 2025, total revenue was 873 million yuan, an increase of 11.82% year-on-year, but net profit decreased by 17.10% to 95.27 million yuan [2] Inventory and Operational Efficiency - Doli Technology's inventory reached 808 million yuan in 2024, an increase of 43% year-on-year, with inventory turnover days rising to 87 days, up 24% [3] - The increase in inventory may indicate declining product competitiveness or changes in market demand, posing risks in a sensitive industry like automotive parts [3] Governance and Regulatory Issues - The company faced regulatory scrutiny for governance issues, including non-compliance in the use of raised funds and internal control deficiencies [3] - The financial advisor and representatives received warnings for inadequate diligence during the IPO process, raising concerns about the company's internal controls [3] Acquisition Rationale - Doli Technology stated that the acquisition aims to enhance product structure, improve business layout, and advance internationalization [3] - The target company, Fagor Aiderlan, specializes in aluminum alloy casting and is a designated supplier for BMW and Mercedes [3] Strategic Timing Concerns - Questions arise regarding the appropriateness of pursuing international expansion given the company's declining net profit and worsening inventory turnover efficiency [4] - The substantial pre-transaction dividend raises concerns about potential harm to the interests of the listed company [4]

Transaction Overview - The company plans to acquire 52% equity of Kunshan Fagerland Automotive Parts Co., Ltd. through its wholly-owned subsidiary Kunshan Daya Automotive Parts Co., Ltd. to enhance product structure and business layout, aiming for sustainable returns for shareholders [1][10] - The transaction amount for the 52% equity is RMB 91.4653 million, which accounts for 2.01% of the company's audited net assets attributable to shareholders for 2024 [2][10] Valuation and Financial Data - The total value of 100% equity of Kunshan Fagerland as of March 31, 2025, is RMB 227.2895 million, with net assets reported at RMB 207.2059 million [2][5] - The company will receive a dividend of RMB 42.1053 million from Kunshan Fagerland before the transaction completion, adjusting the valuation of 100% equity to RMB 175.8947 million [7] Company Background - Kunshan Fagerland is a wholly-owned subsidiary of EDERLAN SUBSIDIARIES, S.A., a leading manufacturer in the automotive parts industry, specializing in chassis systems and other critical components [3][6] - The company has a registered capital of €1.51 million and focuses on aluminum alloy casting suspension components, serving major European automotive manufacturers [6][10] Strategic Implications - The acquisition aligns with the company's strategic goals to integrate resources, enhance product offerings, and expand international operations [10] - The transaction is expected to positively impact the company's financial status and operational results, enhancing overall industry scale and profitability [10]

证券代码：001311 证券简称：多利科技 公告编号：2025-029 滁州多利汽车科技股份有限公司 公司聘请具有从事证券、期货相关业务资格的独立第三方天源资产评估有限公司 对昆山法格霭德兰股权的价值进行了评估，昆山法格霭德兰 100%股权在基准日 2025 年 3 月 31 日的价值为人民币 22,728.95 万元。根据中汇会计师事务所(特殊普通合伙) 出具的审计报告，截至 2025 年 3 月 31 日，昆山法格霭德兰净资产为人民币 20,720.59 万元。鉴于昆山法格霭德兰拟于本次交易交割前向 EDERLAN 分红人民币 4,210.53 万 元，参考上述净资产和评估价值并经双方平等协商确认，昆山法格霭德兰 52%股权的 转让价款为人民币 9,146.53 万元。 本次股权转让完成后，昆山达亚持有昆山法格霭德兰 52%股权，EDERLAN 持有 昆山法格霭德兰 48%股权。 2、审议程序 本次购买昆山法格霭德兰 52%股权的交易金额为 9,146.53 万元，占公司 2024 年经 审计归属上市公司股东的股东权益的 2.01%，按照《深圳证券交易所股票上市规则》等 有关规定，该事项无需提交董事会、股 ...

Group 1 - The company, Doli Technology, plans to acquire 52% equity stake in Kunshan Fager Ederlan through its wholly-owned subsidiary Kunshan Daya for a consideration of 91.4653 million yuan [1] - Kunshan Fager Ederlan specializes in aluminum alloy casting suspension components and primarily provides services to traditional European automotive manufacturers [1] - Current clients of Kunshan Fager Ederlan include major automotive companies such as BMW, Mercedes-Benz, Benteler, and ZF [1]

Core Viewpoint - The company has announced its 2024 annual profit distribution plan, which includes a cash dividend and a capital reserve increase in share capital, approved by the shareholders' meeting on May 8, 2025 [1][2]. Group 1: Profit Distribution and Capital Increase - The profit distribution plan is based on a total share capital of 238,853,334 shares, with a cash dividend of 6.70 RMB per 10 shares (before tax), totaling approximately 160.03 million RMB in cash dividends [1][2]. - The company will also increase its share capital by 3 shares for every 10 shares held, resulting in an estimated total increase of 71,656,000 shares, bringing the total share capital to approximately 310,509,334 shares post-distribution [1][2][3]. Group 2: Taxation and Dividend Distribution - The cash dividend will be subject to different tax rates based on the type of shareholder, with specific provisions for Hong Kong investors and domestic investors holding different types of shares [2][3]. - The company will not withhold individual income tax at the time of distribution; instead, it will be calculated based on the holding period when the shares are sold [2][3]. Group 3: Key Dates and Shareholder Eligibility - The record date for the distribution is set for June 9, 2025, and the ex-dividend date is June 10, 2025 [3][4]. - Eligible shareholders are those registered with the China Securities Depository and Clearing Corporation Limited, Shenzhen Branch, as of the record date [3][4]. Group 4: Share Capital Structure Changes - The share capital structure before the increase consists of 238,853,334 shares, which will increase to 310,509,334 shares after the capital reserve transfer [5][6]. - The distribution will also involve adjustments for fractional shares, which will be allocated based on a sorting system [3][4].

证券代码：001311 证券简称：多利科技 公告编号：2025-028 滁州多利汽车科技股份有限公司 2024 年年度权益分派实施公告 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。 滁州多利汽车科技股份有限公司（简称"公司"）2024 年年度权益分派方案已 获 2025 年 5 月 8 日召开的 2024 年年度股东大会审议通过，现将权益分派事宜公告 如下： 一、股东大会审议通过利润分配及资本公积转增股本方案情况 若公司董事会、股东大会审议通过利润分配方案后到方案实施前公司的股本发 生变动的，则以实施分配方案时股权登记日的总股本为基数，公司将按照"现金分 红总额、转增总额固定不变"的原则对分配比例进行调整。 2、本次利润分配及资本公积转增股本方案自披露至实施期间，公司股本总额未 发生变化。 3、本次实施的利润分配及资本公积转增股本方案与 2024 年年度股东大会审议 通过的分配方案及其调整原则一致。 4、本次实施分配方案距离 2024 年年度股东大会审议通过的时间未超过两个月。 二、本次实施的利润分配及资本公积金转增股本方案 公司 2024 年年度权益分派方 ...