证券代码：002009 证券简称：天奇股份 公告编号：2025-054 天奇自动化工程股份有限公司 关于公司为控股子公司提供担保的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 一、担保情况概述 天奇自动化工程股份有限公司（以下简称"公司"）于 2025 年 4 月 23 日召开第九届董 事会第二次会议并于 2025 年 5 月 15 日召开 2024 年度股东大会，审议通过《关于 2025 年度 对外担保额度预计的议案》，同意公司及合并报表范围内子公司 2025 年担保额度不超过 179,600 万元，占公司最近一期经审计净资产的 92.78%。其中，为资产负债率低于 70%的公 司及子公司提供担保额度不超过 137,600 万元；为资产负债率超过 70%的子公司提供担保额 度不超过 42,000 万元。担保有效期自公司 2024 年度股东大会特别决议审议通过之日起至公 司 2025 年度股东大会审议通过新的担保额度为止。 （具体内容详见公司分别于 2025 年 4 月 25 日、2025 年 5 月 16 日在《证券时报》《上 海证券报》及巨潮资 ...

证券代码：002009 证券简称：天奇股份 公告编号：2025-053 天奇自动化工程股份有限公司 关于公司控股股东、大股东办理股票质押延期购回的公告 2、股东股份累计质押基本情况 截至本公告披露日，公司控股股东及其一致行动人所持质押股份情况如下： 股东名 称 持股数量 (股) 持股比 例 本次交易前 质押股份数 量(股) 目前累计质 押股份数量 (股) 占其所 持股份 比例 占公司 目前总 股本比 例 已质押股份情况 未质押股份情况 已质押 股份限 售、冻 结、冻结 数量 占已 质押 股份 比例 未质押 股份限 售、冻 结、标记 数量 占未 质押 股份 比例 黄伟兴 62,389,317 15.51% 24,984,800 24,984,800 40.05% 6.21% 0 0% 0 0% 无锡天 42,465,172 10.56% 12,180,000 12,180,000 28.68% 3.03% 0 0% 0 0% | 奇投资 | 云南国 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | ...

Group 1 - A new company, Xiong'an Lingwei Data Technology Co., Ltd., has been established, with Huang Bin as the legal representative [1] - The company's business scope includes the development of artificial intelligence basic software, application software, and public data platforms [1] - The company is wholly owned by Tianqi Co., Ltd. (002009) [1]

Core Insights - A new company, Xiong'an Lingwei Data Technology Co., Ltd., has been established with a registered capital of 5 million RMB [1] - The company is wholly owned by Tianqi Co., Ltd. (002009) [1] Company Overview - The legal representative of the new company is Huang Bin [1] - The business scope includes internet data services, big data services, data processing services, artificial intelligence (AI) basic software development, AI application software development, AI public data platforms, data processing and storage support services, and information technology consulting services [1]

Core Viewpoint - Tianqi Co., Ltd. (002009.SZ) has stated on its interactive platform that it has not yet established direct business cooperation with Huawei [1] Company Summary - Tianqi Co., Ltd. is currently not engaged in any direct business collaboration with Huawei [1]

Group 1 - The company has not established direct business cooperation with Huawei as of September 8 [2] - The company will comply with legal and regulatory requirements for information disclosure and will share business information with investors as appropriate [2]

Core Insights - The humanoid robot sector index increased by 28.66% in the first half of 2025, significantly outperforming other tech sectors like AI and new energy vehicles, with total market capitalization rising from 1.17 trillion yuan to 6.03 trillion yuan, a 415% increase [1] - The performance of the humanoid robot sector shows a divergence, with core component companies leading due to technological breakthroughs and economies of scale, while system integration companies face challenges such as high R&D costs and long payment cycles [2] Company Performance - Among 16 major listed companies in Jiangsu, 12 reported profits while 4 incurred losses, with total R&D investment amounting to 689 million yuan [1] - Leading companies in core components, such as reducers, motors, and screws, have maintained gross margins above 35%, while system integrators struggle with profitability [2] - Green Harmonic, a leader in harmonic reducers, achieved revenue and net profit growth in the first half of the year, with R&D investments leading to a unique technology that extends the reducer's testing life to 12,000 hours and reduces costs by 30%-50% compared to imports [2] R&D and Innovation - Jiangsu Leili produces key components like "joints and dexterous hands," which account for 20%-30% of the total cost of humanoid robots, and has increased R&D expenses by 14.51% year-on-year [3] - Hengli Hydraulic views investments in emerging sectors as a "second curve" for growth, with projections of revenue reaching 80 million to 100 million yuan from new industrial screw products [3] - Companies are actively investing in R&D to enhance their technological capabilities and product offerings, with a focus on advanced technologies like hollow cup motors and planetary roller screws [3] Market Trends - The humanoid robot sector is experiencing rapid growth driven by policy support, capital investment, and technological advancements, with applications expanding from industrial to service sectors [4][5] - Companies like Estun and Tianqi are launching humanoid robots for industrial applications, indicating a shift towards practical deployment in various sectors [4] - The market for humanoid robots is projected to grow significantly, with predictions that the period from 2025 to 2027 will be crucial for companies to establish their technologies in broader commercial service areas [5] Investment and Financing - The humanoid robot industry has seen over 24 billion yuan in financing by July 2025, surpassing the total for the previous year, indicating strong market interest [6] - New players in the complete machine sector are emerging, with significant investments and product launches aimed at various applications, including banking and education [6] - Companies are forming strategic partnerships and making investments to strengthen their positions in key components and core technologies, as seen with Baoxin Technology's investment in Suzhou Jicui Intelligent Manufacturing [5][6] Challenges and Future Outlook - New entrants face challenges related to technological iteration and mass production capabilities, with the industry moving towards standardized production processes [7] - The valuation logic in the capital market is shifting from speculative concepts to performance-based metrics, emphasizing the importance of scalable revenue and positive cash flow [7]

Core Viewpoint - The company is focused on providing embodied intelligent robotic system solutions for industrial manufacturing scenarios, including robot body manufacturing, real machine data collection and training, and scene algorithm development [1] Group 1: Business Focus - The company's robotics business covers various applications in automotive manufacturing, lithium battery production, and 3C manufacturing [1] - Recently, the robotics division has initiated small-scale deliveries in industrial scenarios [1]

Core Viewpoint - The company is focused on providing embodied intelligent robotic system solutions for industrial manufacturing scenarios, indicating a strategic emphasis on automation and advanced manufacturing technologies [1] Group 1: Business Focus - The company's robotics business includes the manufacturing and optimization of robotic bodies, data collection and practical training with real machines, and the development of scenario algorithms [1] - The developed application scenarios cover automotive complete vehicles and parts manufacturing, lithium battery manufacturing, and 3C manufacturing [1] Group 2: Recent Developments - The robotics division has recently initiated small-scale deliveries in industrial scenarios, suggesting a move towards practical implementation and market entry [1]

Group 1 - The company, Tianqi Co., has not established a partnership with Yushu Technology as of now [2] - There is a possibility of future collaboration between Tianqi Co. and Yushu Technology [2]