9月3日，纳思达盘中下跌2.01%，截至13:39，报23.83元/股，成交3.41亿元，换手率1.03%，总市值 338.83亿元。 纳思达今年以来股价跌15.41%，近5个交易日跌5.81%，近20日跌1.24%，近60日涨6.96%。 资料显示，纳思达股份有限公司位于广东省珠海市香洲区珠海大道3883号01栋7楼B区，成立日期1991 年11月27日，上市日期2007年11月13日，公司主营业务涉及集成电路研发、生产与销售业务,打印耗材 的生产和销售。激光打印机业务。主营业务收入构成为：原装打印机及耗材74.46%，通用耗材及配件 19.90%，其他2.98%，芯片2.66%。 纳思达所属申万行业为：计算机-计算机设备-其他计算机设备。所属概念板块包括：分拆概念、网络安 全、信创概念、MCU概念、大基金概念等。 截至6月30日，纳思达股东户数6.07万，较上期增加0.91%；人均流通股22502股，较上期减少0.52%。 2025年1月-6月，纳思达实现营业收入123.27亿元，同比减少3.65%；归母净利润-3.12亿元，同比减少 132.02%。 资金流向方面，主力资金净流入210.40万元，特大单 ...

证券研究报告 公司研究 [Table_ReportType] 点评报告 [Table_StockAndRank] 纳思达(002180.SZ) 投资评级：买入 上次评级：买入 [Table_A 庞倩倩 uthor计算机] 行业首席分析师 执业编号：S1500522110006 邮 箱： pangqianqian@cindasc.com 信达证券股份有限公司 CINDA SECURITIES CO.,LTD 北京市西城区宣武门西大街甲127号金隅大厦 B座 邮编：100031 [Table_Title] 充电新领域联手合作，芯片业务有望打开长期发展空间 [Table_ReportDate] 2025 年 9 月 2 日 [Table_S 事件：9ummar 月 1 日，y] 纳思达控股子公司珠海极海半导体与特来电新能源签订战 略合作协议。协议有效期为签订之日起三年，双方将在市场拓展、产品创新 （MCU、DSP 等芯片在充电领域新场景）、产品实验等方面进行合作。 请阅读最后一页免责声明及信息披露 http://www.cindasc.com 1 [Table_OtherReport] ➢ 两大合作核心领域：充电基 ...

Group 1 - Zhonglun New Materials plans to reduce its shareholding by up to 4 million shares, accounting for 1% of the total share capital [1] - Haojiang Intelligent plans to reduce its shareholding by up to 1.5 million shares, accounting for 0.8364% of the total share capital [1] - Dekeli plans to reduce its shareholding by up to 474,180 shares, accounting for 3% of the total share capital [1][2] Group 2 - Fosun Pharma's subsidiary has received FDA approval for its HLX14 injection, intended for treating osteoporosis in postmenopausal women [3][4] - Shengtai Group plans to reduce its shareholding by up to 16.67 million shares, accounting for 3% of the total share capital [5] - Fangyuan Co. plans to reduce its shareholding by up to 15.3 million shares, accounting for 3% of the total share capital [6] Group 3 - Shenkai Co. completed a tender offer, resulting in 14.5655 million shares being accepted, giving the acquirer a 9.71% stake [8] - Guangdong Construction's 90MW solar-storage project in Tibet has achieved full capacity grid connection [9] - Kesi Technology plans to reduce its shareholding by up to 471,220 shares, accounting for 3% of the total share capital [9] Group 4 - Zhongtai Automobile's subsidiary faces forced execution, impacting its operational capacity [10] - Weima Agricultural Machinery plans to reduce its shareholding by up to 960,000 shares, accounting for 0.98% of the total share capital [10] - Tianqi Co. signed a strategic cooperation agreement with EVE Energy to enhance the lithium battery supply chain [11] Group 5 - Sudavige plans to acquire up to 51% of Changzhou Weipu Semiconductor Equipment Co. for a total valuation of up to 1 billion yuan [12] - Dengyun Co. plans to transfer 75% of its subsidiary's equity for 137 million yuan [13] - Sierte has received a notice of investigation from the China Securities Regulatory Commission for suspected information disclosure violations [14] Group 6 - Enjie Co. received a VAT refund of 188 million yuan for its subsidiary [15] - Jiama Clothing plans to reduce its shareholding by up to 366,000 shares, accounting for 0.28238% of the total share capital [16] - Xinong Co. plans to reduce its shareholding by up to 1.05 million shares, accounting for 0.6737% of the total share capital [17] Group 7 - Jiewate plans to jointly acquire 66.25% of Xinguang Haian for a total price of 418 million yuan [18] - Hubei Energy reported an increase in power generation by 22.05% year-on-year in August, with a total of 5.020 billion kWh generated [19][20] - Nasda signed a strategic cooperation agreement with Teld for collaboration in market and product innovation [21] Group 8 - Jinli Technology plans to reduce its shareholding by up to 978,200 shares, accounting for 0.56% of the total share capital [22][23]

2.《协议》为双方开展战略合作的意向性约定，不涉及金额。《协议》的签署对公司2025年及以后会计 年度经营业绩的影响目前无法确定，具体取决于双方后续进一步具体的合作协议和实施情况。公司将严 格按照相关法律法规、部门规章和规范性文件的要求，对合作后续事项的落地实施履行信息披露义务。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002180 证券简称：纳思达 公告编号：2025-070 纳思达股份有限公司 关于控股子公司签订战略合作协议的公告 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。 特别提示： 1.本次纳思达股份有限公司（以下简称"公司"）控股子公司珠海极海半导体有限公司（以下简称"极海 半导体"或"乙方"）与特来电新能源股份有限公司（以下简称"特来电"或"甲方"）签订的《战略合作协 议》（以下简称"《协议》"）为双方开展战略合作而签订的框架性协议，其中涉及的具体合作业务，以 后续签署的具体协议为准。 三、协议的主要内容 （一）合作内容 1、市场合作方面： 甲乙双方本着合作互赢、共同发展的精神，经友好协商达成在未来各自市场推广的过程中，互相 ...

纳思达9月1日公告，近日，公司控股子公司极海半导体与特来电签署了《战略合作协议》。《协议》为 双方开展战略合作的意向性约定，不涉及金额。《协议》的签署对公司2025年及以后会计年度经营业绩 的影响目前无法确定，具体取决于双方后续进一步具体的合作协议和实施情况。 ...

纳思达（002180）(002180.SZ)发布公告，近日，公司控股子公司珠海极海半导体有限公司(简称"极海半 导体")与特来电新能源股份有限公司(简称"特来电")签署了《战略合作协议》。双方本着优势互补、资 源共享、共同发展、合作共赢的原则深化构建战略合作伙伴关系，积极推动交通运输行业绿色低碳转型 发展。 作为支撑中国电动汽车规模化发展的核心企业，特来电凭借智能充电网络及平台大数据优势，与极海在 高性能芯片等领域的自主设计与产业化应用能力形成战略互补。双方通过联合研发高性能、高可靠性的 国产化主控芯片，从根本上解决充电设备智能化升级与国产替代的关键瓶颈，提升充电网络整体效能与 稳定性。 未来，双方将在技术研发、应用创新、市场推广等方面展开深度合作，推动产业链的协同升级，积极响 应国产化替代政策，加速构建绿色、智能、高效的能源补给生态，助力绿色出行和双碳"目标"的实现， 为中国的绿色能源战略注入新动能。本协议签署并具体实施后，将助力公司进一步拓宽高附加值产品销 售渠道，增强研发实力，提升公司综合竞争力，符合公司长期发展战略以及公司与全体股东的利益。 ...

Agreement Overview - The strategic cooperation agreement between Jihai Semiconductor and Telai Electric aims to deepen their partnership to promote green and low-carbon transformation in the transportation industry [1][2] - The agreement is a framework for future cooperation, with specific business details to be defined in subsequent agreements [2] Parties Involved - Telai Electric is a subsidiary of Qingdao Teruid Electric Co., Ltd., a leading company in the electric vehicle charging sector, established in 2014 [2] - Telai Electric is recognized as a top 100 unicorn in the new infrastructure industry and aims to become the largest charging network operator in China [2] Main Content of the Agreement - The cooperation will involve mutual recommendations of products during market promotion to enhance development for both companies [3] - Both parties will explore product innovation and technology development in the charging field, focusing on MCU and DSP devices [3] Cooperation Details - The agreement is valid for three years, with provisions for renewal through mutual agreement [3] - Both parties will engage in regular communication, share core data conditionally, and prioritize collaboration in new technology and product development [3] Industry Context - The electric vehicle market in China has surpassed 30 million units, but the charging infrastructure is still underdeveloped, with only 14.4 million charging stations as of May 2025, indicating significant market potential [5] - The Chinese government is promoting the localization of core components in charging infrastructure, which aligns with the strategic goals of both companies [5] Future Prospects - The collaboration is expected to enhance the development of high-performance, domestically produced control chips, addressing key challenges in the smart upgrade of charging equipment [5] - The digital power market is expanding rapidly, driven by increasing AI computing demands, which will require advanced power management solutions [6][7] - The partnership aims to respond to national policies promoting green energy and contribute to the realization of carbon neutrality goals in China [7]

智通财经APP讯，纳思达(002180.SZ)发布公告，近日，公司控股子公司珠海极海半导体有限公司(简 称"极海半导体")与特来电新能源股份有限公司(简称"特来电")签署了《战略合作协议》。双方本着优势 互补、资源共享、共同发展、合作共赢的原则深化构建战略合作伙伴关系，积极推动交通运输行业绿色 低碳转型发展。 作为支撑中国电动汽车规模化发展的核心企业，特来电凭借智能充电网络及平台大数据优势，与极海在 高性能芯片等领域的自主设计与产业化应用能力形成战略互补。双方通过联合研发高性能、高可靠性的 国产化主控芯片，从根本上解决充电设备智能化升级与国产替代的关键瓶颈，提升充电网络整体效能与 稳定性。 未来，双方将在技术研发、应用创新、市场推广等方面展开深度合作，推动产业链的协同升级，积极响 应国产化替代政策，加速构建绿色、智能、高效的能源补给生态，助力绿色出行和双碳"目标"的实现， 为中国的绿色能源战略注入新动能。本协议签署并具体实施后，将助力公司进一步拓宽高附加值产品销 售渠道，增强研发实力，提升公司综合竞争力，符合公司长期发展战略以及公司与全体股东的利益。 ...

证券代码：002180 证券简称：纳思达 公告编号：2025-070 纳思达股份有限公司 关于控股子公司签订战略合作协议的公告 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。 特别提示： 1.本次纳思达股份有限公司（以下简称"公司"）控股子公司珠海极海半 导体有限公司（以下简称"极海半导体"或"乙方"）与特来电新能源股份有 限公司（以下简称"特来电"或"甲方"）签订的《战略合作协议》（以下简 称"《协议》"）为双方开展战略合作而签订的框架性协议，其中涉及的具体 合作业务，以后续签署的具体协议为准。 2.《协议》为双方开展战略合作的意向性约定，不涉及金额。《协议》的 签署对公司 2025 年及以后会计年度经营业绩的影响目前无法确定，具体取决于 双方后续进一步具体的合作协议和实施情况。公司将严格按照相关法律法规、 部门规章和规范性文件的要求，对合作后续事项的落地实施履行信息披露义务。 一、协议签署概况 公司及子公司与其不存在关联关系。 三、协议的主要内容 （一）合作内容 1、市场合作方面： 甲乙双方本着合作互赢、共同发展的精神，经友好协商达成在未来各自市场 推广的 ...

Core Viewpoint - Nasda (002180.SZ) has signed a strategic cooperation agreement with Telai Electric New Energy Co., Ltd. to enhance their partnership in promoting green and low-carbon transformation in the transportation industry [1] Group 1: Strategic Cooperation - The agreement is based on principles of complementary advantages, resource sharing, common development, and win-win cooperation [1] - Both parties will engage in continuous discussions on product innovation and advanced technology development to meet market demands and industry technological needs [1] Group 2: Product Development and Market Expansion - The collaboration will explore new scenarios and technological exchanges in the charging field, focusing on products such as MCU devices and DSP devices [1] - To enhance market development, improve R&D capabilities, and ensure better product quality, both parties agreed to regular communication, conditional sharing of core data, and mutual priority in cooperation [1] - The partnership aims to deepen collaboration in new technology and product R&D, including resource support and close cooperation during product testing phases to improve market competitiveness and R&D efficiency [1]