证券代码：002006 证券简称：精工科技 公告编号：2026－010 浙江精工集成科技股份有限公司 上述事项分别详见公司于 2022 年 11 月 29 日、2022 年 11 月 30 日、2023 年 2 月 18 日在巨潮资讯网上披露的《关于控股股东协议转让公司股份暨公司控 制权变更的提示性公告》（编号：2022-072）、《详式权益变动报告书》《关于公司 股东完成权益变动暨控股股东、实际控制人发生变更的公告》（编号：2023-022）。 在上述承诺期内，中建信控股、中建信浙江公司严格遵守了其在《详式权益 变动报告书》中作出的承诺，未发生违反承诺的情形。中建信浙江公司所持有的 公司 13,650.24 万股股份的限售承诺已于 2026 年 2 月 16 日到期届满，其关于股 份限售 36 个月的承诺已完成。 特此公告。 浙江精工集成科技股份有限公司董事会 2026 年 2 月 25 日 浙江精工集成科技股份有限公司 关于控股股东股份限售承诺到期的提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 浙江精工集成科技股份有限公司（以下简称公司或本公 ...

Core Viewpoint - Jiangsu Yiyou Precision Technology Co., Ltd. has been established with a registered capital of 50 million RMB, fully owned by Jiangsu Dekang Weier Technology Co., Ltd. [1] Company Overview - The legal representative of Jiangsu Yiyou Precision Technology Co., Ltd. is Dai Dishui [1] - The company is classified as a limited liability company (wholly owned by a legal entity) [1] - The registered address is Room 102, Building 1, No. 99, Zhicheng Avenue, Dongchen Town, Rugao City, Nantong [1] Shareholding Structure - Jiangsu Dekang Weier Technology Co., Ltd. holds 100% of the shares in Jiangsu Yiyou Precision Technology Co., Ltd. [1] Business Scope - The business scope includes research and development of motors and control systems, technical services, manufacturing and sales of servo control mechanisms, industrial robots, and smart manufacturing equipment [1] - Additional activities include manufacturing and sales of micro-special motors and components, industrial automation control systems, and supply chain management services [1]

Investment Rating - The report maintains a rating of "Outperform" for the new materials sector, indicating a positive outlook for investment opportunities in this industry [2]. Core Insights - The new materials sector has experienced a decline, with the new materials index dropping by 1.53%, outperforming the ChiNext index by 1.76%. Over the past five trading days, various sub-sectors showed mixed performance, with battery chemicals slightly increasing by 0.09% while semiconductor materials fell by 3.70% [3][17]. - Strong capital expenditure growth is observed in North America, particularly among major cloud service providers like Amazon AWS, Microsoft, Google, and Meta, with a combined capital expenditure exceeding $670 billion in 2026, representing a year-on-year growth of over 60%. This investment is expected to drive demand for AI servers and related materials [6]. Summary by Sections 1. Secondary Market Performance - The new materials sector has seen a decline, with the Shanghai Composite Index and ChiNext Index also experiencing negative movements. The new materials index's performance is highlighted as it has outperformed the ChiNext index [3][13]. 2. Industry Chain Data Tracking - Price tracking for various materials shows fluctuations, with amino acids like valine at 13,850 RMB/ton (-1.42%) and vitamins such as vitamin A at 60,500 RMB/ton (-1.63%). Prices for biodegradable plastics remain stable, indicating a steady market for these materials [4][12]. 3. Industry News - The report emphasizes the importance of AI infrastructure development, which is expected to enhance the demand for high-frequency and high-speed copper-clad laminates and related materials. Companies such as Shengquan Group and Dongcai Technology are highlighted for their potential in the resin sector, while Zhongcai Technology and Honghe Technology are noted for electronic fabrics [6]. 4. Investment Recommendations - The report suggests focusing on upstream material development opportunities, particularly in AI-related sectors, as the demand for advanced materials is anticipated to grow significantly due to the increasing need for AI server infrastructure [5][6].

Group 1 - Fixed asset investment is a key indicator of economic vitality and urban development potential, with Shandong's Rizhao City focusing on project support to optimize investment structure for high-quality economic development by 2025 [1] - Rizhao's industrial investment grew by 28.2% year-on-year in 2025, with significant increases in industrial technological transformation investment by 15.8% and equipment purchases by 45.3%, indicating a strong shift towards high-end, intelligent, and green transformation [2] - The city has implemented measures such as leadership accountability and full-cycle service to enhance project investment, resulting in fixed asset investment growth exceeding the provincial average by 9.1 percentage points [2] Group 2 - Infrastructure construction is accelerating, with key projects like the Weishui High-speed Railway and expansion of the Shenhai Expressway improving regional connectivity and laying a solid foundation for future industrial layout and economic growth [3] - The city plans to continue focusing on major projects, with investments of 215 billion in the Rizhao Port transformation and 188 billion in Century Sunshine Paper, aiming to maintain investment growth at the forefront of the province [3] - The private investment in Rizhao increased by 9.4%, surpassing the provincial average by 16.1 percentage points, reflecting confidence in development prospects and an improved business environment [2]

Group 1 - The core point of the article is that Kunshan Nabowang Precision Technology Co., Ltd. has recently completed a Pre-A round financing of 25 million RMB, with investors including Jinyu Maowu, Zhongxin Capital, Jiuhua Venture Capital, and Guotai Junan Venture Capital [1] - Kunshan Nabowang was established in 2018 and is located in Suzhou, primarily engaged in the general equipment manufacturing industry [1] - The company has a registered capital of 10.75 million RMB and has completed its Pre-A round financing by 2026, with a transaction amount of 25 million RMB [1] Group 2 - The company has made investments in four other enterprises and holds 47 patents and two trademark registrations [1] - The shareholders of Kunshan Nabowang include Mao Aifeng, Kunshan Zhongna Equity Investment Partnership, Kunshan Boruisi Enterprise Management Center, Kunshan Xingwangda Enterprise Management Center, and Beijing Jiuhua Shenhong Venture Capital Partnership [1]

Core Viewpoint - The wind power industry is entering a critical phase of large-scale, high-quality, and intelligent development, with collaborative innovation across the industry chain being the core driver for high-quality growth [1][2] Group 1: Industry Development - The visit by the management of Yunda Co., led by General Manager Cheng Chengguang, to Jinggong Technology focused on industry development trends and technological collaboration [1] - Both companies aim to establish a solid foundation for deep cooperation in the wind power industry chain [1] Group 2: Technological Collaboration - Jinggong Technology emphasizes the importance of close collaboration among various segments of the industry chain for the upgrade of the wind power sector [1] - The companies plan to tackle key technologies together and optimize the industry ecosystem through a "carbon fiber+" model to support high-quality development [1][2] Group 3: Company Strengths - Yunda Co. is recognized as a large state-owned listed enterprise in Zhejiang Province and a leader in China's new energy sector, with a comprehensive capability in wind turbine design, manufacturing, and smart operation [2] - The company has products deployed in over 600 power plants domestically and internationally, with turbine operation times exceeding 20 years [2] Group 4: Future Cooperation - The visit established an efficient communication bridge between the two companies, with plans for multi-level and multi-form cooperation mechanisms [2] - Jinggong Technology will leverage its carbon fiber technology advantages to explore innovative applications in the wind power industry and beyond, contributing to collaborative innovation and sustainable development in Chinese manufacturing [2]

Core Viewpoint - The company expresses confidence in its future development despite market fluctuations and industry volatility, indicating that its operations are running smoothly and that there is no undisclosed information affecting its performance [1]. Financial Performance - The company forecasts a net profit attributable to shareholders of between 200 million to 250 million yuan for the year 2025, representing a year-on-year growth of 36.10% to 70.13% [1].

Group 1 - Jiangsu Gaohao Precision Engineering Technology Co., Ltd. has been established with a registered capital of 10 million RMB [1] - The legal representative of the company is Lu Daoyu, and it is wholly owned by Qimeng Investment (Dongtai) Co., Ltd. [1] - The company operates in the manufacturing industry, specifically in general equipment manufacturing and other general equipment manufacturing sectors [2] Group 2 - The business scope includes special equipment manufacturing, technical services, and various types of equipment sales [2] - The company is located in the Precision Manufacturing Industrial Park, Nanshenzao Town, Dongtai City [2] - The business registration is valid until January 29, 2026, with no fixed term thereafter [2]

Group 1 - The core announcement is that Jinggong Technology has completed the registration capital change for its wholly-owned subsidiary, Jinggong (Wuhan) Composite Materials Co., Ltd., increasing its registered capital from 50 million to 300 million yuan [1] - The company has successfully raised 250 million yuan in additional capital for this investment [1]

Group 1 - The core point of the article is that Jinggong Technology announced an investment of 250 million yuan into Jinggong Wuhan Composite Materials to fund the new project "Jinggong Composite Intelligent Manufacturing Base Project" [2] - The funds have been transferred to a newly established special account for raised funds, ensuring dedicated use of the capital [2] - A four-party supervision agreement has been signed with banks and sponsors to guarantee the proper allocation of the funds [2]