浙江精工集成科技股份有限公司 证券代码：002006 证券简称：精工科技 公告编号：2025－032 浙江精工集成科技股份有限公司 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。 特别提示： 1、根据《公司法》《深圳证券交易所上市公司自律监管指引第 9 号—回购 股份》等相关规定，浙江精工集成科技股份有限公司（以下简称公司或本公司） 通过回购专用账户持有的公司股份 109,982 股不享有参与本次利润分配的权利。 公司 2024 年度利润分配方案为：以公司现有总股本 519,793,440 股扣除公司回 购专用账户已回购股份 109,982 股，即以 519,683,458 股为基数，向全体股东每 10 股派发现金股利 1.50 元(含税)，不送红股，不以资本公积金转增股本。 2、本次权益分派实施后，计算除权除息价格时，按公司总股本（含回购股 份）折算的每股现金分红=现金分红总金额/总股本=1.50 元/10 股*519,683,458 股/519,793,440 股=0.1499682 元/股（结果取小数点后七位，最后一位直 ...

Core Viewpoint - Nanjing Tengya Precision Technology Co., Ltd. is implementing a restricted stock incentive plan for 2025, which aims to attract and retain talent while aligning the interests of the company, shareholders, and core team members [4][5][10]. Group 1: Legal Framework and Approval - The legal opinion is based on the Company Law, Securities Law, and relevant regulations, confirming that the incentive plan complies with legal requirements [3][10]. - The plan has received necessary approvals from the board of directors and the supervisory board, ensuring it follows statutory procedures [5][6][10]. Group 2: Incentive Plan Details - The grant date for the first issuance of restricted stocks is set for June 20, 2025, following the approval from the shareholders' meeting [7][10]. - The plan specifies conditions for granting restricted stocks, including the absence of negative audit opinions and compliance with legal regulations [8][10]. Group 3: Grant Recipients and Terms - A total of 18 individuals will receive restricted stocks, with a grant price of 5.68 yuan per share and a total of 776,000 shares allocated [9][10]. - The distribution of shares among recipients includes 200,000 shares for the deputy general manager and 19.4% reserved for core management and sales personnel [9].

Core Viewpoint - Zhejiang Jinggong Integrated Technology Co., Ltd. has announced the release of 64,633,440 restricted shares, accounting for 12.43% of the total share capital, following approval from the China Securities Regulatory Commission [1][2]. Group 1: Share Issuance Details - The company issued 64,633,440 shares to 17 specific investors, which will be listed on the Shenzhen Stock Exchange on December 26, 2024 [1]. - The total share capital of the company will increase from 455,160,000 shares to 519,793,440 shares after this issuance [1][3]. Group 2: Lock-up Commitment - All shareholders involved in the issuance have committed to a lock-up period of six months starting from the listing date of the new shares [2]. - As of the announcement date, all shareholders have adhered to their lock-up commitments without any violations or misuse of company funds [2]. Group 3: Share Capital Structure Changes - Before the release, the number of restricted shares was 64,633,440, which will be reduced to zero after the release [3]. - The structure of the share capital will consist of 519,793,440 shares in total, with 455,160,000 shares being unrestricted after the release [3]. Group 4: Sponsor's Verification Opinion - The sponsor, Guotai Junan Securities Co., Ltd., confirmed that all shareholders have complied with their commitments regarding the restricted shares and that the release aligns with relevant regulations [3].

证券代码：002006 证券简称：精工科技 公告编号：2025－031 浙江精工集成科技股份有限公司 关于向特定对象发行股票的限售股份上市流通提示性公告 浙江精工集成科技股份有限公司 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。 特别提示： 1、截至本公告披露日，浙江精工集成科技股份有限公司（以下简称公司） 总股本为 519,793,440 股。本次解除限售股份股东共有 17 名，合计解除限售的 股份数量为 64,633,440 股，占公司总股本的 12.43%。 2、本次解除限售股份的上市流通日期为 2025 年 6 月 26 日（星期四）。 一、本次解除限售向特定对象发行股票的基本情况 根据中国证券监督管理委员会《关于同意浙江精工集成科技股份有限公司向 特定对象发行股票注册的批复》（证监许可〔2024〕403 号），公司共向 17 名特 定对象发行人民币普通股（A 股）股票 64,633,440 股，并于 2024 年 12 月 26 日 在深圳证券交易所上市。本次发行新增股份的性质为有限售条件流通股，自上市 之日起六个月内不得转让，本次发行后，公司总股 ...

国泰海通证券股份有限公司（以下简称"国泰海通"或"保荐机构"）作为 浙江精工集成科技股份有限公司（以下简称"精工科技"或"公司"）2023 年度 向特定对象发行股票的保荐机构及持续督导机构，根据《证券发行上市保荐业务 管理办法》《深圳证券交易所股票上市规则》《深圳证券交易所上市公司自律监 管指引第 1 号——主板上市公司规范运作》《深圳证券交易所上市公司自律监管 指引第 13 号——保荐业务》等法律法规的相关规定，对精工科技向特定对象发 行股票的限售股份上市流通的事项进行了核查，核查情况及核查意见如下： 一、本次解除限售向特定对象发行股票的基本情况 根据中国证券监督管理委员会《关于同意浙江精工集成科技股份有限公司向 特定对象发行股票注册的批复》（证监许可〔2024〕403 号），公司共向 17 名特 定对象发行人民币普通股（A 股）股票 64,633,440 股，并于 2024 年 12 月 26 日 在深圳证券交易所上市。本次发行新增股份的性质为有限售条件流通股，自上市 之日起六个月内不得转让，本次发行后，公司总股本由 455,160,000 股变更为 519,793,440 股。具体发行情况如下： 国泰海 ...

Core Viewpoint - Recent research conducted by the well-known private equity firm, China Europe Rabbit Fund, on a listed company, Jinggong Technology, indicates a positive outlook for the carbon fiber market and highlights significant business developments and contracts in the pipeline [1] Company Overview - Jinggong Technology was founded in 1992 and listed on the Shenzhen Stock Exchange in June 2004 [1] - The company achieved a consolidated operating revenue of 1.729 billion yuan in 2024, representing a year-on-year growth of 12.25% [1] Market Demand and Contracts - The company holds an optimistic view on future carbon fiber market demand, noting that recent price adjustments by Jilin Chemical Fiber indicate that domestic small tow carbon fiber production has not met market needs [1] - Jinggong Technology has signed sales contracts for eight carbon fiber production lines with Jilin Guoxing, with an outstanding total amount of 875 million yuan remaining to be executed [1] - The standard configuration price for a 3-meter wide carbon fiber production line ranges from 160 million to 200 million yuan [1] Project Developments - The company has secured multiple projects with Jilin Jirun New Materials Co., Jilin Guoxin Carbon Fiber Co., and Shanghai Petrochemical [1] - There is a sufficient backlog of orders for carbon fiber equipment, including complete production lines and core equipment [1] - The implementation of orders from Saudi GIM is expected to positively impact the company's operating performance in 2025 and beyond [1] Subsidiary and New Projects - The wholly-owned subsidiary, Zhejiang Jinggong Carbon Material Technology Co., is advancing the investment and construction of a high-performance fiber project [1] - A contract for the first phase of a 150,000-ton green recycled material project with Jiarun New Materials is progressing smoothly [1] - The company has invested in Nanjing Yiwite and will provide carbon fiber composite products for electric lifting aircraft components [1] Product Launch and International Expansion - Jinggong Technology plans to launch a single-joint exoskeleton assistive robot in the market after July this year [1] - The company has exported core carbon fiber equipment to South Korea and is working on securing overseas orders [1] Employee Incentives - The company has introduced its first employee stock ownership plan, setting a target for a compound annual growth rate of 25% in net profit excluding non-recurring gains and losses for the three-year period from 2024 to 2026 [1]

Group 1: Company Overview and Financial Performance - Zhejiang Jinggong Integrated Technology Co., Ltd. was founded in 1992 and listed on the Shenzhen Stock Exchange in June 2004, focusing on carbon fiber high-end equipment and advanced composite materials [2] - In 2024, the company achieved a consolidated operating revenue of CNY 1.729 billion, a year-on-year increase of 12.25%, while the net profit attributable to shareholders was CNY 147 million, a decrease of 18.53% [2] - For Q1 2025, the company reported a consolidated operating revenue of CNY 404 million and a net profit of CNY 43 million [2] Group 2: Market Outlook and Strategic Direction - The company holds an optimistic view on future carbon fiber market demand, indicating that the industry is a strategic national sector with broad downstream demand [2] - Recent price adjustments by Jilin Chemical Fiber for its wet-process 3K carbon fiber suggest that domestic production is not meeting market demand [2] - The company is transitioning to a "three-in-one" model of "equipment + materials + applications" to accelerate its full industry chain layout [2] Group 3: Contractual Developments and Order Status - In September 2023, the company signed contracts for eight carbon fiber production lines with Jilin Guoxing, totaling CNY 1.15 billion; the remaining unexecuted contract amount is CNY 875 million [4] - The standard price for a 3-meter-wide carbonization line is between CNY 160 million and CNY 200 million, with an annual production capacity of over 3,000 tons [5] - The company has recently won contracts for projects including a 4,000-ton carbon fiber thermal field material project and an 8,000-ton large tow carbon fiber project [6] Group 4: International Expansion and Future Plans - The company is actively promoting its international strategy, with core carbon fiber equipment already exported to South Korea and Vietnam [14] - The company plans to establish overseas sales outlets in Kazakhstan and is focusing on opportunities arising from the Belt and Road Initiative [15] - The company aims to implement its international strategy and expand its overseas market presence in 2025 [15] Group 5: Employee Stock Ownership Plan - In 2024, the company launched its first employee stock ownership plan, setting a challenging performance target of a 25% compound annual growth rate for net profit from 2024 to 2026 [15] - The first vesting period's performance target was not met due to macroeconomic conditions and supply-demand imbalances in the carbon fiber industry [15] - The company aims to motivate employees to achieve future performance targets based on its industry position and development strategy [15]

Investment Rating - The report maintains a "Buy" rating for the company, with a target price of 17.95 yuan per share [6][11]. Core Insights - The company achieved a revenue of 1.729 billion yuan in 2024, representing a year-on-year increase of 12.25%. However, the net profit attributable to shareholders decreased by 18.53% to 147 million yuan [1]. - In Q1 2025, the company reported a revenue of 404 million yuan, a decline of 25.93% year-on-year, primarily due to decreased sales in carbon fiber and resource recycling equipment [1]. - The company has a diversified product matrix, with significant market shares in carbon fiber equipment (over 50%), polyester recycling equipment, building energy-saving devices (over 40%), and textile machinery (over 50%) [2]. Financial Performance Summary - The company forecasts revenues of 2.052 billion yuan, 2.455 billion yuan, and 2.979 billion yuan for 2025, 2026, and 2027, respectively. The net profit attributable to shareholders is expected to be 225 million yuan, 278 million yuan, and 337 million yuan for the same years [3][5]. - The report indicates an expected EPS of 0.43 yuan, 0.53 yuan, and 0.65 yuan for 2025, 2026, and 2027, with corresponding PE ratios of 42, 34, and 28 times [3][5].

Investment Rating - The report maintains a "Buy" rating for the company, with a target price of 17.95 yuan per share [6][11]. Core Insights - The company achieved a revenue of 1.729 billion yuan in 2024, representing a year-on-year increase of 12.25%. However, the net profit attributable to shareholders decreased by 18.53% to 147 million yuan [1]. - In Q1 2025, the company reported a revenue of 404 million yuan, a decline of 25.93% year-on-year, primarily due to decreased sales in carbon fiber and resource recycling equipment [1]. - The company has a diverse product matrix, with significant market shares in carbon fiber equipment (over 50%), polyester recycling equipment, building energy-saving devices (over 40%), and textile machinery (over 50%) [2]. Financial Performance Summary - The company is projected to achieve revenues of 2.052 billion yuan, 2.455 billion yuan, and 2.979 billion yuan for the years 2025, 2026, and 2027, respectively [3]. - The net profit attributable to shareholders is expected to be 225 million yuan in 2025, 278 million yuan in 2026, and 338 million yuan in 2027, with corresponding EPS of 0.43 yuan, 0.53 yuan, and 0.65 yuan [3]. - The company's PE ratios are projected to be 41.70, 33.74, and 27.76 for the years 2025, 2026, and 2027, respectively [3].

Core Insights - The exoskeleton robot has gained popularity among outdoor enthusiasts, being introduced in various scenic spots for climbing assistance, with a fee of 80 yuan for tourists to experience this technology [1][2] - The market for exoskeleton robots is expected to expand significantly, transitioning from specialized to consumer applications, particularly in home care and outdoor sports [3][4] Industry Summary - Exoskeleton robots are being utilized in multiple sectors, including agriculture and elder care, enhancing efficiency and reducing physical strain for users [2][4] - The technology features a lightweight design (1.2 kg) and can support up to 200 kg of instantaneous force, with an AI system that adjusts assistance based on terrain, saving users 30% to 50% of their energy [2][3] Market Performance - Several companies in the exoskeleton robot sector have seen significant stock price increases, with some rising over 70% since the beginning of the year [4][5] - Notable companies like Aoshark Intelligent and Yulong Robotics have secured substantial funding to accelerate the production of consumer-grade exoskeleton robots [4][5] Future Outlook - The global exoskeleton robot market is projected to grow from $1.8 billion last year to over $12 billion by 2030, with a compound annual growth rate (CAGR) of 28% [6] - The integration of exoskeleton technology into China's "14th Five-Year Plan" and its inclusion in medical insurance reimbursement policies are expected to further drive market growth [6]