（责任编辑：康博） 中国经济网北京9月29日讯 宁波华翔(SZ:002048)今日股价涨停，截至收盘报40.43元，涨幅 10.01%，总市值329.03亿元。 ...

Core Viewpoint - Ningbo Huaxiang New Three Electric Technology Co., Ltd. has been established with a registered capital of 100 million yuan, focusing on automotive parts development and manufacturing, as well as smart vehicle equipment production [1] Company Summary - The legal representative of the newly established company is Mao Xiaoqun [1] - The company is wholly owned by Ningbo Huaxiang [1] - The business scope includes automotive parts research and development, manufacturing of automotive parts and accessories, smart vehicle equipment manufacturing, motor manufacturing, and mold manufacturing [1]

Group 1 - Zhiguang Electric plans to acquire minority stakes in its subsidiary Zhiguang Energy Storage through a combination of share issuance and cash payment, leading to a temporary suspension of its stock trading for up to 10 trading days [1] - Guangbo Co. has been awarded a procurement project by the State Grid Corporation of China, confirming its status as one of the successful bidders for office and industrial supplies [2] - Dongguan Holdings announced the resignation of its chairman Wang Chong'en due to work changes, with Lin Yongsen appointed as the interim chairman [2] Group 2 - *ST Tianmao's stock will be delisted on September 30, 2025, following the Shenzhen Stock Exchange's decision to terminate its listing [3] - Salt Lake Co. has entered the trial production phase for its 40,000 tons/year integrated lithium salt project, successfully producing qualified battery-grade lithium carbonate [5] - Xindazheng plans to adjust its share repurchase price limit from 13.78 yuan to 16.79 yuan per share, maintaining a total repurchase fund of 10 million to 20 million yuan [7] Group 3 - Xindazheng intends to acquire 75.15% of Jiaxin Liheng's equity through share issuance and cash payment, with the transaction price yet to be determined [9] - Koli'er's actual controller plans to reduce his stake by up to 2% of the company's total shares due to funding needs [11] - United Precision's two actual controllers plan to collectively reduce their stake by up to 3% of the company's total shares for personal financial reasons [13] Group 4 - Yipinhong's subsidiary has received a drug registration certificate for L-carnitine oral solution, which is classified as a chemical drug [15] - Tiancheng Self-Control plans to establish a wholly-owned subsidiary in Japan and invest in a warehouse and production base with a budget of up to 10 million yuan [17] - Ningbo Huaxiang's joint venture has obtained a patent license from Jilin University for PEEK technology, which will enhance its R&D capabilities [21] Group 5 - Bright Dairy's subsidiary Synlait Milk Limited plans to sell its North Island assets to Abbott for $170 million, aiming to focus on core business development [23] - Nanjing Pharmaceutical has signed a strategic investment agreement with Guangzhou Baiyunshan Pharmaceutical Group, with the latter acquiring 11.04% of Nanjing Pharmaceutical's shares [24] - Guoxing Optoelectronics' application for a private placement of A-shares has been accepted by the Shenzhen Stock Exchange [25] Group 6 - Hailianxun has received approval from the China Securities Regulatory Commission for its plan to merge with Hangqilun B through a share exchange [27] - CITIC Bank's risk director Hu Gang has resigned, with Jin Xinian appointed as the new risk director pending regulatory approval [29]

公司发布的半年报数据显示，上半年公司共实现营业收入128.79亿元，同比增长10.89%，实现净利 润-3.74亿元，同比下降169.84%，基本每股收益为-0.4600元。（数据宝） 两融数据显示，该股最新（9月26日）两融余额为11.10亿元，其中，融资余额为11.03亿元，近10日增加 9638.05万元，环比增长9.57%。 宁波华翔股价再创历史新高，该股近期呈不断突破新高之势，近一个月累计有11个交易日股价刷新历史 纪录。截至09:40，该股目前上涨5.47%，股价报38.76元，成交1119.25万股，成交金额4.30亿元，换手 率1.58%，该股最新A股总市值达315.44亿元，该股A股流通市值275.12亿元。 证券时报·数据宝统计显示，宁波华翔所属的汽车行业，目前整体跌幅为0.04%，行业内，目前股价上涨 的有64只，涨幅居前的有山子高科、日盈电子、新泉股份等，涨幅分别为10.00%、7.78%、5.88%。股 价下跌的有235只，跌幅居前的有蓝黛科技、登云股份、千里科技等，跌幅分别为7.18%、6.83%、 6.46%。 （文章来源：证券时报网） ...

人形机器人概念股活跃，宁波华翔盘中创新高，能科科技、日盈电子双双涨停，雅创电子涨超10%，儒 竞科技、和而泰、拓普集团跟涨。 ...

Group 1 - The U.S. stock market experienced a broad increase, with the Dow Jones rising by 0.65%, the Nasdaq by 0.44%, and the S&P 500 by 0.59% [4] - Major technology stocks showed mixed results, with Oracle down 2.7%, Meta down 0.7%, and Tesla up 4.0% [4] - The Nasdaq China Golden Dragon Index fell by 1.6%, with Alibaba, NetEase, and Baidu each dropping over 2% [4] Group 2 - The People's Bank of China emphasized maintaining ample liquidity and guiding financial institutions to increase credit supply to match economic growth and price expectations [5] - The Ministry of Industry and Information Technology projected an average annual growth of around 5% for the non-ferrous metals industry from 2025 to 2026 [5] - The petrochemical industry is expected to see an average annual growth of over 5% during the same period, with significant improvements in technological innovation and environmental performance [6] Group 3 - The National Development and Reform Commission highlighted the importance of private investment as a key indicator of economic activity and stability [7] - The 2025 World New Energy Vehicle Conference focused on expanding market consumption and optimizing tax incentives for new energy vehicles [8] - The National Bureau of Statistics reported that profits of large industrial enterprises increased by 0.9% year-on-year in the first eight months of 2025 [8] Group 4 - The State-owned Assets Supervision and Administration Commission emphasized the need for state-owned enterprises to enhance operational efficiency and focus on high-quality investment [9] - Jiangsu Province announced adjustments to its vehicle trade-in policy, affecting the implementation of subsidies [10][11] - The company Ningbo Huaxiang signed a patent licensing agreement with Jilin University for PEEK industrialization technology [16] Group 5 - The company *ST Tianmao will have its stock delisted on September 30, 2025, following a decision by the Shenzhen Stock Exchange [20] - Huajing Securities anticipates that the A-share market may continue a volatile trend in the short term, with limited risks during the holiday period [21] - The company Moer Thread's IPO application was approved in just 88 days, reflecting improved efficiency in the review process for hard technology enterprises [14]

机器人"大牛股"公告 9月28日，宁波华翔发布公告称，8月27日公司董事会审议通过议案，同意公司与实际控制人控制的企业共同投资设立 宁波峰梅匹意克新材料有限公司（简称"合资公司"）。9月28日，合资公司与吉林大学签署了《专利实施许可合同》， 合资公司出资3000万元获得吉林大学拥有的与PEEK工业化量产相关的中国专利及专有技术的普通实施许可，期限为 20年。同时，合资公司聘请吉林大学的专家教授等技术团队提供相应的全套技术服务与培训。 获得授权后，合资公司将依据许可技术开展PEEK材料的聚合、提纯、改性、型材加工及复合增强工艺的研发与试生 产。 9月28日，宁波华翔公告称，公司投资设立的宁波峰梅匹意克新材料有限公司出资3000万元获得吉林大学拥有的与 PEEK（聚醚醚酮）工业化量产相关的中国专利及专有技术的普通实施许可，期限为20年。据悉，PEEK材料具有轻量 化、高强度等特性，在人形机器人的关节、骨架等部位具有广阔的应用前景。 回顾此前公告，宁波华翔拟与实际控制人控制的企业——宁波峰梅化学科技有限公司（以下简称"峰梅化学"）和宁波 峰梅匹科企业管理合伙企业（有限合伙）（以下简称"峰梅匹科"）共同投资设立宁波峰 ...

Core Viewpoint - The article highlights the strategic partnership between Ningbo Huaxiang and Jilin University, focusing on the development and commercialization of PEEK materials, which are essential for various high-tech applications, including robotics and automotive components [2][3]. Group 1: Company Developments - Ningbo Huaxiang announced the establishment of a joint venture, Ningbo Fengmei Pimik New Materials Co., Ltd., which has invested 30 million yuan to acquire a 20-year license for PEEK-related patents and technologies from Jilin University [2]. - The joint venture will focus on the research and trial production of PEEK materials, including polymerization, purification, modification, and composite enhancement processes [2]. - Jilin University has a long history of research in PEEK, having developed the synthesis technology over 30 years, breaking foreign monopolies and achieving significant production milestones [3]. Group 2: Market Context and Competitors - The PEEK market is gaining traction, with several companies reporting advancements in their PEEK projects, including Wanrun Co., which has achieved pilot production with a capacity of approximately 100 tons [5]. - Other companies like Taihe Technology and Zhongyan High Polymer are also progressing in their PEEK projects, indicating a growing interest and competition in the PEEK materials sector [5]. - The demand for PEEK is driven by its unique properties, making it suitable for applications in robotics, where it can enhance performance by reducing weight and noise [4]. Group 3: Industry Trends - The article notes a significant increase in interest in PEEK materials, with various companies announcing new developments and projects, reflecting a broader trend in the industry towards high-performance materials [5]. - The potential applications of PEEK in robotics and automotive sectors are highlighted, emphasizing its advantages such as wear resistance and lightweight characteristics [4].

Core Viewpoint - Ningbo Huaxiang announced the dismissal of Vice President Jing Lihua due to personal reasons, which will not adversely affect the company's normal operations [1][4]. Company Overview - Ningbo Huaxiang, established in 1988 and listed on the Shenzhen Stock Exchange in 2005, specializes in the design, development, production, sales, and after-sales service of mid-to-high-end passenger car parts [4]. - The company provides interior and exterior trim, body metal parts, automotive electronics, and related services to numerous international automotive brands [4]. Financial Performance - For the first half of 2025, Ningbo Huaxiang reported total revenue of 12.879 billion yuan, a year-on-year increase of 10.89%, but a net profit attributable to shareholders of -374 million yuan, a significant decline of 169.84% [4]. - In Q2 2025, the company achieved revenue of 6.618 billion yuan, a year-on-year growth of 11.74%, but the net profit attributable to shareholders was -630 million yuan, with a year-on-year decline of 302.86% [5]. - The company attributed the performance decline to a one-time impact of approximately 899 million yuan from the divestiture of its European business, which has been a source of significant losses since 2014 [5]. Business Restructuring - To address the ongoing losses from its European operations, Ningbo Huaxiang signed a share purchase and transfer agreement on February 25, 2025, to sell six subsidiaries in Europe for 1 euro, a process completed in April 2025 [5]. - The company reported that the divestiture was necessary to resolve the substantial losses from its European business, which had negatively impacted overall development [5]. Stock Market Information - As of September 28, the stock price of Ningbo Huaxiang was 36.75 yuan per share, with a total market capitalization of 29.91 billion yuan [7].

机器人"大牛股"突发利好公告。 9月28日，宁波华翔公告称，公司投资设立的宁波峰梅匹意克新材料有限公司出资3000万元获得吉林大学拥有 的与PEEK（聚醚醚酮）工业化量产相关的中国专利及专有技术的普通实施许可，期限为20年。据悉，PEEK材 料具有轻量化、高强度等特性，在人形机器人的关节、骨架等部位具有广阔的应用前景。 受益于机器人概念股的炒作热潮，宁波华翔股价持续飙涨，截至9月26日收盘，其股价年内累计涨幅超198%， 总市值接近300亿元。有分析指出，宁波华翔股价持续走强与其在机器人领域的最新布局密切相关。 机器人"大牛股"公告 9月28日，宁波华翔发布公告称，8月27日公司董事会审议通过议案，同意公司与实际控制人控制的企业共同投 资设立宁波峰梅匹意克新材料有限公司（简称"合资公司"）。9月28日，合资公司与吉林大学签署了《专利实 施许可合同》，合资公司出资3000万元获得吉林大学拥有的与PEEK工业化量产相关的中国专利及专有技术的 普通实施许可，期限为20年。同时，合资公司聘请吉林大学的专家教授等技术团队提供相应的全套技术服务与 培训。 获得授权后，合资公司将依据许可技术开展PEEK材料的聚合、提纯、改 ...