精工科技表示，该产品以"无感化助行"为核心，将精准覆盖四类人群需求，银发族：缓解髋关节退化， 将日常行走转化为"主动健康管理"；运动爱好者：登山时可显著降低膝关节负荷，延长运动时长；康复 训练者：通过数据集成实时反馈医疗评估，加速康复进程；特殊职业人群：为特殊职业人群提供持续的 肌力支撑，降低职业劳损风险。 就在今年5月8日，精工科技AI外骨骼机器人亮相中国柯桥时尚周。T台上，模特们身着现代科技织物套 装，穿戴外骨骼机器人。碳纤维哑光质感的工业美学，与充满生命力的着装展示，赋予整场秀有别于往 常的质感。 精工科技发布的消息显示，此次亮相的AI外骨骼机器人，以"人体工学"为设计原点，模拟人体髋关节， 通过智能电机驱动系统实现自然步态的适配，辅助用户减少关节负荷的同时，有效提升运动效率。 据介绍，这款AI外骨骼机器人集成多模态传感器与AI算法，可实时分析用户所处场景与动作意图，实 现在日常行走、上下楼梯、登山徒步等场景中的无缝过渡，并持续适应用户习惯；采用高强度轻量化材 料——碳纤维，显著减轻产品重量，达到行业领先水平，结合人体工程学设计，使用户拥有坚韧的安全 可靠与更轻盈的舒适穿戴。 精工科技（002006）9 ...

投资者关系活动 类别 ■特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 参与单位名称 华创证券 时间 2025 年 9 月 4 日 地点 精工科技会议室 上市公司接待 人员姓名 黄伟明、陈利民 投资者关系活动 主要内容介绍 一、公司基本情况介绍 精工科技具有 50 多年的装备制造历史，一直致力于 成为国内高端专用装备技术的引领者与产业升级的推动 者。近年来，公司以碳纤维全链高端装备及先进复合新材 料为核心业务，依托公司卓越的研发设计和智能制造能 力，大力发展空天（低空）经济产业、创新发展绿色低碳 循环再生产业，持续引领智能建机、智能纺机、智慧电源 产业革新，目标是打造成为世界一流的新材料及专用装备 整体解决方案提供商。 二、公司碳纤维装备产业发展历程 精工科技碳纤维装备制造领域业务始于 2013 年，于 2015 年完成国内首台套千吨级碳纤维成套生产线的研发 制造，2020 年首条国产化千吨级碳纤维生产线一次性试 车成功并交付用户使用，目前，公司按照"装备引领、材 料协同、应用支撑"的发展模式，聚焦技术创新、场景开 拓、绿色发展，加快构建"全链高端装备（原丝 ...

Core Viewpoint - The carbon fiber industry is showing signs of recovery in the first half of the year, with most companies reporting positive revenue growth after a challenging two years due to supply-demand mismatches and weak downstream demand [1]. Industry Overview - The recovery is attributed to technological breakthroughs and the advancement of large and small tow fibers, leading to a more complete industrial chain [1]. - Rapid release of downstream demand, particularly in the high-value aerospace market and the emerging low-altitude economy represented by eVTOL, is driving growth [1]. - Significant demand for carbon fiber in the wind power sector and the electric vehicle industry is also noted, with carbon fiber structural components and carbon-ceramic brake discs gaining traction [1]. Company Performance - **Zhongjian Technology**: Achieved revenue of 464 million yuan, a year-on-year increase of 59.46%, and net profit of 208 million yuan, up 99.15% [2]. - **Zhongfu Shenying**: Reported revenue of 922 million yuan, a 25.86% increase, with net profit of 11.93 million yuan. Notable sales growth in small tow products and significant increases in the wind power sector [3]. - **Jilin Chemical Fiber**: Revenue of approximately 2.635 billion yuan, a 48.39% increase, with carbon fiber product revenue soaring by 368.31% [3]. - **Guangwei Composites**: Revenue of 1.201 billion yuan, a 3.87% increase, with a notable 47.95% growth in the new energy sector [4]. - **AVIC High-tech**: Revenue of 2.747 billion yuan, a 7.87% increase, focusing on aerospace new materials and advanced manufacturing technologies [4]. - **Shanghai Petrochemical**: Revenue of 39.5 billion yuan, a 9.17% decrease, but plans to enhance carbon fiber production and expand applications in various sectors [4]. - **Jinggong Technology**: Revenue of 1.061 billion yuan, a 10.31% increase, with a significant portion from carbon fiber equipment [4]. - **Jinbo Co., Ltd.**: Revenue of 411 million yuan, a 19.69% increase, with positive prospects in carbon/ceramic brake discs due to the rapid development of the new energy vehicle sector [4]. - **Boyun New Materials**: Revenue of 396 million yuan, a 30.98% increase, with a significant contribution from aerospace applications [5]. - **Chuangjiang New Materials**: Revenue of 28.803 billion yuan, a 16.05% increase, with net profit of 251 million yuan, driven by effective capacity release and product upgrades [6]. Market Trends - The carbon fiber industry's recovery is supported by the release of application-side demand, with companies like Zhongfu Shenying and Shanghai Petrochemical planning expansions [6]. - The industry is experiencing a phase of technological advancement and application expansion, indicating a clear trend towards recovery and growth [6].

Core Viewpoint - The company, Jinggong Technology, is strategically focusing on the low-altitude economy and aims to become a leader in carbon fiber composite new material technology innovation in this sector by 2024 [1] Group 1: Company Strategy and Developments - Jinggong Technology has incorporated the "low-altitude economy" into its strategic development priorities starting in 2024, recognizing its vast market potential and strategic significance [1] - The company has established strategic partnerships with aerospace companies such as Yiwite and Longxing (Hangzhou) Aviation Electronics to advance its initiatives in the low-altitude economy [1] - The company is actively developing various unmanned aerial platforms, including oil-powered helicopters and electric vertical takeoff and landing (eVTOL) aircraft, and is engaged in preliminary work such as design reviews and flight testing [1] Group 2: Investment and Collaborations - Jinggong Technology has confirmed its investment in Beijing Qinghang Aerospace Power Technology Co., Ltd., which focuses on aerospace power technology and clean energy [1] - The collaboration with Qinghang Aerospace is expected to leverage Jinggong's precision manufacturing expertise and enhance the application and industrialization of new propulsion technologies [1] Group 3: Market Activity - On August 28, the company's stock closed at 17.7 yuan, with a slight increase of 0.28%, and a trading volume of 182,100 shares, amounting to a transaction value of 319 million yuan [1] - The net outflow of main funds on the same day was 33.8 million yuan, indicating a continued withdrawal of major investors [2]

证券日报网讯精工科技（002006）8月28日在互动平台回答投资者提问时表示，公司已确认参股投资北 京清航空天动力科技有限公司(以下简称清航空天)。清航空天成立于2019年，是清华大学航天航空学院 科技成果转化的高科技企业。该公司聚焦空天动力技术与清洁能源技术两大领域，以"旋转爆震"为核心 技术，致力于推动动力系统的创新变革。清航空天是国家高新技术企业，核心技术主要包括爆震燃烧技 术、超高速电机、空气轴承等，下游应用包括航空发动机、燃气轮机及相关核心零部件。基于公司在精 密制造领域的多年深耕，与清航空天的爆震发动机制造和应用具有较强的协同效应，同时公司在空天 (低空)产业的发展也有助于推动新型推进动力的应用和产业化。因此，公司决定与清航空天开展合作， 以推动双方的产业协同与发展。 ...

□适用 √不适用 证券代码：301072 证券简称：中捷精工 公告编号：2025-048 一、重要提示 本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规划，投 资者应当到证监会指定媒体仔细阅读半年度报告全文。 所有董事均已出席了审议本报告的董事会会议。 非标准审计意见提示 □适用 √不适用 董事会审议的报告期利润分配预案或公积金转增股本预案 公司计划不派发现金红利，不送红股，不以公积金转增股本。 董事会决议通过的本报告期优先股利润分配预案 □适用 √不适用 二、公司基本情况 1、公司简介 ■ 2、主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 √否 ■ 3、公司股东数量及持股情况 单位：股 ■ 持股5%以上股东、前10名股东及前10名无限售流通股股东参与转融通业务出借股份情况 □适用 √不适用 前10名股东及前10名无限售流通股股东因转融通出借/归还原因导致较上期发生变化 □适用 √不适用 公司是否具有表决权差异安排 □是 √否 4、控股股东或实际控制人变更情况 控股股东报告期内变更 □适用 √不适用 公司报告期控股股东未发生变更。 实际控制人报告期 ...

Core Viewpoint - Weihai Ruimu Precision Technology Co., Ltd. specializes in automotive mold manufacturing, particularly in precision manufacturing of automotive lighting molds, which is crucial for vehicle safety and visual experience [1][2]. Group 1: Company Overview - Established in 2017, Weihai Ruimu focuses on high-precision automotive mold manufacturing, gaining recognition from major German and American automotive companies [1]. - The company has built a constant temperature and humidity workshop based on German industrial standards, maintaining a stable production environment to minimize material deformation and ensure product quality [2]. Group 2: Technological Advancements - The workshop employs intelligent automation, including robotic arms and AGV smart vehicles, enhancing efficiency and reducing errors in the production process [2]. - The use of Engel's 'WINTEC' injection molding machines and a centralized feeding system has improved production efficiency by 10% and reduced energy consumption by approximately 50% [2]. Group 3: Market Position and Strategy - The automotive mold manufacturing industry is characterized by a "high-end concentration and mid-end competition" landscape, with increasing demand for lightweight and thin-walled molds driven by the rapid development of electric vehicles [3][5]. - Weihai Ruimu has developed a full-process customized service system, responding quickly to customer needs from mold design to quality control, which has strengthened customer trust and competitive advantage [3][5]. Group 4: Future Outlook - The company plans to enhance its production capacity, with a monthly output of 100,000 high-end automotive precision components and an expected annual output value of over 100 million yuan, aiming to reach approximately 150 million yuan by 2026 [3]. - Weihai Ruimu is committed to becoming a technical benchmark in the automotive precision injection molding field, with ongoing plans for expansion into complete vehicle lighting and aftermarket products [4].

Core Insights - Hunan Tianchuang Precision Technology Co., Ltd. recently completed its angel round financing, raising 110 million RMB [1] - The investment was led by Sanyuan Capital, Mingqu Capital, Dajing Investment, and Lushang Anzhi Partnership [1] - The company, established in 2021 and based in Changsha, primarily operates in the metal products industry [1] Company Overview - Hunan Tianchuang Precision Technology Co., Ltd. has a registered capital of 27 million RMB [1] - The company has completed its angel round financing by 2025, with a total transaction amount of 110 million RMB [1] - The legal representative of the company is Luo Shaoqing [1] Intellectual Property and Shareholders - The company holds 4 trademark registrations and 16 patents, along with 15 administrative licenses [1] - Major shareholders include Hunan High-tech Venture Capital Group Co., Ltd., Hunan Provincial Science and Technology Affairs Center, Changsha Runxin Venture Capital Partnership, Shenzhen High-tech Venture Capital Management Co., Ltd., and Hunan Aerospace Industry Private Equity Investment Fund Partnership [1]

每日经济新闻 每经AI快讯，国元证券8月22日发布研报称，给予精工科技（002006.SZ，最新价：18.27元）增持评 级。评级理由主要包括：1）营收大幅增长，利润率同步提升；2）碳纤维装备业务驱动成长，战略布局 加速兑现。风险提示：碳纤维新增产能闲置、需求不及预期的风险；行业竞争加剧的风险；产业政策的 风险；汇率波动的风险。 （记者 王瀚黎） 每经头条（nbdtoutiao）——核心产品净值仅剩7毛钱，昔日"公募一哥"任泽松怎么了？牛市踏空真相曝 光 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 ...

Investment Rating - The report maintains a "Buy" rating for the company [4] Core Views - The company achieved significant revenue growth of 10.31% year-on-year, reaching 1.061 billion yuan in H1 2025, with a net profit increase of 15.55% to 113 million yuan [1] - The carbon fiber equipment business is a key growth driver, with revenue from complete carbon fiber production lines increasing by 75.03% year-on-year to 569 million yuan in H1 2025 [2][3] - The company is focusing on diversifying its product offerings, which helps mitigate operational risks and enhances market opportunities [3] Financial Performance - In H1 2025, the company's gross margin improved to 28.60%, up by 2.80 percentage points year-on-year, while the net profit margin increased to 10.69%, up by 0.48 percentage points [1] - The company plans to achieve revenues of 20.52 billion yuan, 24.55 billion yuan, and 29.79 billion yuan for the years 2025, 2026, and 2027 respectively, with corresponding net profits of 2.25 billion yuan, 2.78 billion yuan, and 3.37 billion yuan [4][6] Business Strategy - The company is investing in R&D, with expenses reaching 64 million yuan in H1 2025, a 23% increase year-on-year, representing a 6% R&D expense ratio [2] - The company is positioned as a leading manufacturer in the domestic carbon fiber equipment sector, benefiting from high demand in aerospace, wind power, and other advanced manufacturing fields [2][3]