[Performance Forecast Summary](index=1&type=section&id=I.%20Current%20Period%20Performance%20Forecast) The company anticipates a shift from profit to loss in the first half of 2025, with net profit attributable to shareholders projected to be a loss of RMB 45.50 million to RMB 68.25 million, a stark contrast to the RMB 5.6739 million profit in the same period last year 2025 Semi-Annual Performance Forecast vs. Prior Year | Item | Current Period | Prior Year | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders** | Loss: RMB 45.50 million – RMB 68.25 million | Profit: RMB 5.6739 million | | **Net Profit After Non-Recurring Gains/Losses** | Loss: RMB 49.50 million – RMB 72.25 million | Profit: RMB 0.8656 million | | **Basic Earnings Per Share** | Loss: RMB 0.0207/share – RMB 0.0310/share | Profit: RMB 0.0026/share | [Analysis of Performance Changes](index=1&type=section&id=III.%20Explanation%20of%20Performance%20Changes) The decline in performance is primarily attributed to decreased core business revenue and gross profit, increased depreciation from new facilities, and operating losses in some overseas associate and joint venture companies due to geopolitical factors - The company's recognized sales revenue decreased year-on-year in the current period, leading to a reduction in sales gross profit[5](index=5&type=chunk) - Some domestic subsidiaries are still in the construction and initial stages, with capacity not yet fully released, while depreciation expenses for plant and equipment increased year-on-year, negatively impacting performance[5](index=5&type=chunk) - Due to ongoing geopolitical influences, some of the company's overseas associate and joint venture companies experienced operating losses, adversely affecting current period performance[5](index=5&type=chunk)[6](index=6&type=chunk) [Other Statements and Risk Disclosures](index=1&type=section&id=II.%20Communication%20with%20Accounting%20Firm) The company explicitly states this performance forecast is unaudited and based on preliminary financial department estimates, cautioning investors to rely on the final official semi-annual report - This performance forecast has not been audited by an accounting firm[4](index=4&type=chunk) - The data in this performance forecast represents preliminary estimates by the company's finance department; specific financial data will be subject to the company's disclosed 2025 semi-annual report, cautioning investors to make prudent decisions[7](index=7&type=chunk)

Core Viewpoint - The article highlights the advancements and achievements of Jilun Intelligent in the field of tire molds and industrial robotics, emphasizing its goal to become a leader in the RV reducer market in China. Group 1: Company Overview - Jilun Intelligent was established in 1992 and has developed four high-end business segments: tire molds, tire vulcanizing machines, industrial robots, and precision machine tools [4][5]. - The company became the first listed tire mold manufacturer in China in 2004, achieving a technology level comparable to international peers in the tire mold sector [6][9]. Group 2: Technological Innovations - The key to the robot lion dance performance is the RV reducer installed at the joints, allowing for flexible movements comparable to human performers [4]. - Jilun Intelligent's new "low-carbon electromagnetic heating tire vulcanization system" is set to revolutionize the vulcanization process, ensuring consistent quality across the tire [14]. Group 3: Market Position and Goals - Jilun Intelligent aims to become the leading company in the RV reducer sector in China within the next ten years, with its RV reducer technology already matching that of industry leaders [15]. - The company has received CR product certification for its RV reducers, becoming one of the first domestic companies to achieve this [15]. Group 4: Industry Insights - The tire mold industry is characterized as a technology-intensive sector, with China currently having no significant shortcomings in this field [5]. - The global humanoid robot market is projected to exceed 400 billion yuan by 2035, indicating significant growth potential for related technologies [18].

Core Viewpoint - Company has achieved significant success in the intelligent equipment sector by winning multiple key projects, showcasing its strong product and service capabilities [1][2]. Group 1: Recent Achievements - Company has won the bid for the "Overseas Rubber Tire Construction Project Hydraulic Vulcanizing Machine Equipment" from Wanli Tire, with a contract value of 91.92 million RMB (excluding tax) [1]. - The company’s self-developed "OPS Electric Spark Processing Machine Tool Series" has also won bids for critical projects from China Aviation Engine Corporation, indicating its high precision and reliability [1]. Group 2: Strategic Focus - Company has consistently positioned the intelligent equipment sector as a core strategic direction, investing heavily in technology innovation and product upgrades over the years [2]. - The establishment of a wholly-owned subsidiary, "Oujisuo Machine Tool (Guangdong) Co., Ltd.," demonstrates the company's commitment to enhancing its competitive edge in the intelligent equipment field [2]. Group 3: Market Recognition and Future Outlook - The recent bids not only provide substantial economic benefits but also enhance the company's brand recognition and reputation in the industry [2]. - The intelligent equipment sector will remain a strategic focus for the company, with plans to leverage its integrated development advantages in key components and automation [3]. - The industry outlook is optimistic, with analysts predicting strong growth in high-end machinery and domestic component manufacturing, positioning the company favorably for future success [3].

Group 1 - Dongguan is witnessing a transformation in its manufacturing sector, driven by technological innovation and strong industry collaboration [1][2] - The Xbot Park robotics base has supported over 140 hard-tech companies, with six achieving valuations over $1 billion [9][10] - The number of intelligent robotics companies in Dongguan exceeds 7,000, ranking among the highest in the country [10] Group 2 - Benmo Technology, established only five years ago, has developed direct-drive motors for consumer products, with an estimated market size of nearly 100 billion yuan in the home cleaning robot sector [2][6] - Jilun Intelligent has evolved from a small mechanical factory to a comprehensive manufacturing enterprise, focusing on tire molds, tire vulcanizers, industrial robots, and precision machine tools [11][15] - Sanhuan Group has made significant advancements in multi-layer ceramic capacitors (MLCC), achieving a breakthrough in the thickness of dielectric layers from 5 micrometers to less than 1 micrometer [19] Group 3 - Guangdong has formed nine trillion-yuan industrial clusters, with eight advanced manufacturing clusters recognized at the national level [19] - The province aims to cultivate more leading enterprises worth hundreds of billions and trillions, enhancing its competitive advantage in manufacturing [19]

Group 1 - The core focus of the article is on the advancements made by Giant Wheel Intelligent Equipment Co., Ltd. in the field of RV reducers, which are critical components for industrial robots, breaking the foreign monopoly in this sector [2][3] - Giant Wheel Intelligent has developed over 30 types of RV reducers, filling the gap in China's ability to conduct durability testing for these components, thus aligning with international standards [2] - The company is increasing its R&D efforts in humanoid robots, specifically targeting the development of micro high-precision reducers that can withstand high torque and precision requirements [2][3] Group 2 - The newly developed XT reducer for humanoid robots significantly reduces weight while offering long lifespan, rigidity, and overload capacity, addressing issues related to gear slipping under impact [3] - The Guangdong provincial government is actively supporting the development of artificial intelligence and robotics industries through various policy measures, which Giant Wheel Intelligent is leveraging to enhance its technological innovation capabilities [3] - The future outlook for the humanoid robot market is promising, with Giant Wheel Intelligent aiming to establish itself as a leading high-end equipment R&D and manufacturing base, contributing significantly to the development of China's robotics industry [3]

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。 巨轮智能装备股份有限公司（以下简称"公司"）近日接到控股股东吴潮忠 先生函告，获悉其所持有公司的部分股份办理了质押业务，具体事项如下： 一、股东股份质押基本情况 证券代码：002031 证券简称：巨轮智能 公告编号：2025-028 巨轮智能装备股份有限公司 关于控股股东股份质押的公告 | | | | | | | 占公司 | 已质押股份情况 | | | 未质押股份情况 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 持股数量 | 持股 | 本次质押前 | 本次质押后 | 占其所持 | 总股本 | 已质押股 | 占已质押 | 未质押股 | 占未质押 | | 名称 | （股） | 比例 | 质押股份数量 | 质押股份数量 | 股份比例 | 比例 | 份限售和 | | 份限售和 | | | | | （%） | （股） | （股） | （%） | （%） | 冻结数量 | 股份比例 （%） | 冻结数量 | 股份比例 ...

Group 1 - Guangdong has steadily developed its high-end equipment manufacturing industry, supporting the construction of the Guangzhou-Shenzhen-Foshan-Dongguan intelligent equipment industry cluster, which enhances regional collaboration, enterprise innovation capabilities, and optimizes the industrial chain [1] - The province has cultivated a number of industry-leading enterprises with international influence and proprietary brand value, creating prominent high-end equipment manufacturing bases [1] - In 2024, the operating income of Guangdong's high-end equipment manufacturing industry cluster is projected to reach 390.57 billion yuan, with a total profit of 18.87 billion yuan, and an added value growth of 6.4% year-on-year [1]

Core Viewpoint - The article highlights the advancements and significance of RV reducers in the robotics industry, particularly focusing on the achievements of Jilun Intelligent in breaking foreign monopolies and enhancing domestic production capabilities [1][2]. Group 1: Company Overview - Jilun Intelligent is a comprehensive manufacturing enterprise involved in tire molds, tire vulcanizing machines, industrial robots, and precision machine tools, with a strong focus on the research and manufacturing of RV reducers [1]. - The company has developed over 30 varieties of RV reducers, achieving international advanced levels and filling the gap in durability testing for Chinese robots [1][2]. Group 2: Industry Insights - RV reducers are critical components not only in industrial robots but also in aerospace, CNC machine tools, and the automotive industry, as well as in humanoid robots [2]. - The humanoid robot market is projected to reach a scale of $1.8 trillion by 2035, indicating significant growth potential in the intelligent robotics sector [2]. Group 3: Future Developments - Jilun Intelligent plans to leverage its integrated development advantages in key components, robot bodies, complete equipment, and automation integration lines, focusing on the R&D and industrialization of core components like RV reducers [3].

Core Insights - The development journey of Giant Wheel Intelligent Equipment Co., Ltd. reflects the rise of China's manufacturing industry, evolving from a small local factory to an internationally recognized high-end equipment enterprise [2][3]. Company Evolution - Giant Wheel Intelligent started in the 1990s as a small factory producing stone and agricultural machinery, later pivoting to tire mold manufacturing, which was predominantly imported at the time [3]. - The company went public in 2004, marking a significant turning point, and subsequently decided to extend its product line from molds to hydraulic vulcanizers, achieving independent research and production of complete tire forming equipment [3]. Strategic Focus - From 2014, the company foresaw the future direction of automation and intelligent equipment, leading to its entry into the robotics sector, focusing on polishing automation, cold chain automation, and competitive RV reducers [8]. - Giant Wheel Intelligent has developed a diversified international operation model, referred to as the "three fives," encompassing five major business areas: radial tire molds, high-precision hydraulic vulcanizers, five-axis CNC machine tools, industrial robots, and intelligent logistics, with products exported to Europe, America, and Asia [8]. Government Support - The local government in Jieyang has implemented various policies to support equipment manufacturing enterprises, including subsidies for technological upgrades and favorable policies for business development [9]. - Jieyang has established eight industrial parks, prioritizing high-tech and high-investment enterprises for entry, and is actively creating a favorable business environment for high-end equipment manufacturing [9].

证券代码：002031 证券简称：巨轮智能 公告编号：2025-027 巨轮智能装备股份有限公司 关于控股股东股份质押的公告 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。 巨轮智能装备股份有限公司（以下简称"公司"）近日接到控股股东吴潮忠 先生函告，获悉其所持有公司的部分股份办理了质押业务，具体事项如下： 一、股东股份质押基本情况 | 股东 | 是否为控股 股东或第一 | 本次质押 | 占其 所持 股份 | 占公 司总 股本 | 是否 为限 | 是否 | | 质押 | 质权人 | 质押用途 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | 为补 | 质押 | | | | | 名称 | 大股东及其 | 数量（股） | | | | 充质 | 起始日 | 到期日 | | | | | 一致行动人 | | 比例 | 比例 | 售股 | 押 | | | | | | | | | （%） | （%） | | | | | | | | 吴潮忠 | 是 | 6,0 ...