在湖州德清境内，莫干山层峦叠翠，云雾缭绕。这里因春秋时期干将、莫邪铸就绝世宝剑而闻名于世。千年之后，在这片承载着匠心与淬 炼传奇的土地上，另一段关于"磨剑"的现代工业史诗正悄然书写。 2022年，国内驱动电机领域的隐形冠军——浙江方正电机，将它的新"剑炉"安在了莫干山麓。作为德清引进的首个链主型新能源汽车关键零部 件企业，这家从浙西南山区丽水走出的公司，用了近30年，完成了从全球缝纫机的"心脏"，到新能源汽车驱动电机核心供应商的"三级跨越"。 它的故事，并非追逐风口的快意恩仇，而是一场关于专注、价值与长期主义的"慢"行军。 【第一剑】 方寸之间的全球版图——从缝纫机到汽车座椅的"基本功" 1995年，方正电机创始人张敏，在改革开放的浪潮中敏锐地捕捉到了温州、台州纺织产业崛起带来的机遇——缝纫机电机。他创业维艰，在"九 山半水半分田"的闭塞环境中起步，方正电机凭借一股"方方正正做人做事"的朴实信念，将全部精力投入这个看似微小的领域。 2001年，方正电机投入巨资研制缝纫机用变频调速伺服电机，并于2003年成功量产，一举填补国内空白，打破了日本企业的长期垄断。这项变 频调速交流伺服电机及控制系统被认定为国家级"双 ...

Market Overview - On December 8, the Zhejiang state-owned enterprise reform sector rose by 0.93% compared to the previous trading day, with Zhejiang Xiantong leading the gains [1] - The Shanghai Composite Index closed at 3924.08, up 0.54%, while the Shenzhen Component Index closed at 13329.99, up 1.39% [1] Top Gainers in Zhejiang State-Owned Enterprises - Jiangxi Xianyun (603239) closed at 21.46, up 6.40%, with a trading volume of 163,000 shares and a transaction value of 340 million [1] - Yong'an Futures (600927) closed at 15.63, up 4.97%, with a trading volume of 221,500 shares and a transaction value of 345 million [1] - Yilida (002686) closed at 7.50, up 4.46%, with a trading volume of 718,200 shares and a transaction value of 532 million [1] - Hangzhou Hydrogen (002430) closed at 29.27, up 4.20%, with a trading volume of 122,300 shares and a transaction value of 641 million [1] - Juhua Co., Ltd. (600160) closed at 35.34, up 3.97%, with a trading volume of 298,900 shares and a transaction value of 1.05 billion [1] Top Losers in Zhejiang State-Owned Enterprises - Zhejiang Zhenyuan (000705) closed at 9.91, down 1.49%, with a trading volume of 86,400 shares [2] - Kang En Bei (600572) closed at 4.65, down 1.48%, with a trading volume of 334,600 shares [2] - Zhongjie Resources (002021) closed at 2.67, down 1.48%, with a trading volume of 323,300 shares [2] Capital Flow Analysis - The net inflow of main funds in the Zhejiang state-owned enterprise reform sector was 40.66 million, while retail funds saw a net inflow of 58.29 million [2] - Speculative funds experienced a net outflow of 98.95 million [2] Individual Stock Fund Flow - Juhua Co., Ltd. (600160) had a main fund net outflow of 50.89 million, with a retail net inflow of 14.95 million [3] - Yilida (002686) saw a main fund net inflow of 44.27 million, but a retail net outflow of 27.83 million [3] - Hangzhou Oxygen (002430) had a main fund net inflow of 39.64 million, with a retail net outflow of 19.51 million [3]

Core Viewpoint - The company is strengthening its capital base by investing 100 million RMB into its wholly-owned subsidiary, Deqing Fangzheng, to support its strategic development in the electric drive business for new energy vehicles [1] Group 1: Investment and Strategic Development - The investment aims to enhance the capital strength of Deqing Fangzheng, which is a core strategic asset for the company [1] - Deqing Fangzheng focuses on the electric drive sector for new energy vehicles, with a project to produce 3 million drive motors annually [1] Group 2: Revenue and Market Growth - The new energy vehicle-related business has become a key pillar for the company's revenue growth, contributing 6.00 billion RMB in the first half of 2025, accounting for 47.43% of total revenue [2] - The market for new energy drive motors and electric drive systems is rapidly expanding, driven by increasing penetration rates of new energy vehicles [2] Group 3: Production Capacity and Technological Advancements - The company is actively expanding production capacity, with a project in Lishui expected to partially commence production in 2024, and the Deqing base construction progressing steadily [2] - In the first half of 2025, the company shipped 463,600 drive motors, with cumulative shipments exceeding 3.5636 million units, indicating growing market recognition [3] Group 4: Research and Development - The company is focusing on key technologies such as 800V high-voltage motors and flat wire motors, achieving international leading levels in certain technical indicators [3] - The company has obtained 56 authorized patents, including 6 invention patents and 1 international patent, enhancing its technological foundation for business growth [3] Group 5: Expansion into New Markets - The company is also exploring emerging sectors such as robotics and low-altitude economy, with joint development of humanoid robot joint products and a project for electric aircraft drive systems underway [4] - The recent capital injection into Deqing Fangzheng is expected to solidify the company's production capacity and capital foundation in the new energy electric drive business [4]

【机器人概念盘初大涨 睿能科技等多股涨停】智通财经12月4日电，早盘机器人概念大幅走强，睿能科 技6天5板，骏亚科技、龙溪股份涨停，日盈电子、斯菱股份创历史新高，长盈精密、恒立液压、方正电 机、襄阳轴承涨幅靠前。消息面上，12月3日，特斯拉Optimus团队发布了"擎天柱"人形机器人跑步视 频，并配文称刚刚在实验室刷新了"个人"纪录。此外美国政府正考虑在明年发布一项关于机器人技术的 行政命令。 转自：智通财经 ...

每经头条（nbdtoutiao）——股民发帖求主力拉涨停，次日竟成真！襄阳轴承涨停迷局背后：平台审核 漏洞与市场操纵疑云发酵 （记者 张明双） 每经AI快讯，方正电机12月3日晚间发布公告称，浙江方正电机股份有限公司于2025年12月3日召开第 八届董事会第二十九次会议审议通过了《关于对全资子公司方正电机（德清）有限公司增资的的议 案》，为保障全资子公司扩大生产经营资金需求，由公司对全资子公司方正电机（德清）有限公司增资 人民币1亿元，德清方正当前注册资本人民币2.5亿元，增资完成后德清方正注册资本将增至人民币3.5亿 元，仍为公司全资子公司。 ...

每经AI快讯，方正电机12月3日晚间发布公告称，公司第八届第二十九次董事会会议于2025年12月3日 在方正电机会议室召开。会议审议了《关于对全资子公司方正电机（德清）有限公司增资的议案》等文 件。 每经头条（nbdtoutiao）——股民发帖求主力拉涨停，次日竟成真！襄阳轴承涨停迷局背后：平台审核 漏洞与市场操纵疑云发酵 （记者 曾健辉） ...

方正电机（002196）(002196.SZ)发布公告，为保障全资子公司扩大生产经营资金需求,由公司对全资子 公司方正电机(德清)有限公司(以下简称"德清方正")增资人民币1亿元，德清方正当前注册资本人民币2.5 亿元，增资完成后德清方正注册资本将增至人民币3.5亿元，仍为公司全资子公司。 ...

方正电机公告称，其全资子公司方德智驱（上海）机电科技有限公司向中国建设银行上海嘉定支行申请 2.15亿元授信额度，用于安亭镇环同济片区21 - 02B地块方正电机上海研发及制造总部项目建设，公司 提供最高额2.15亿元担保。此前公司已通过相关议案，2025年度申请最高综合授信额度28亿元、最高综 合资产池（含票据池）授信额度18亿元，拟担保额度不超26亿元，有效期12个月。本次申请在授权范围 内，无需再审议，授信以相关地块及地上在建工程抵押。 ...

智通财经APP讯，方正电机(002196.SZ)发布公告，为保障全资子公司扩大生产经营资金需求,由公司对 全资子公司方正电机(德清)有限公司(以下简称"德清方正")增资人民币1亿元，德清方正当前注册资本人 民币2.5亿元，增资完成后德清方正注册资本将增至人民币3.5亿元，仍为公司全资子公司。 ...

证券代码：002196 证券简称：方正电机 公告编号：2025-060 浙江方正电机股份有限公司 关于对全资子公司方正电机（德清）有限公司增资的公告 工具的加工、制造、销售，从事进出口业务，房屋租赁，设备租赁，新能源技术 咨询、技术服务。 三、增资对象基本情况 公司名称：方正电机(德清)有限公司 成立时间：2020 年 7 月 7 日 本公司及董事会全体成员保证公告内容真实、准确和完整，并对公 告中的虚假记载、误导性陈述或者重大遗漏承担责任。 一、 本次增资概述 浙江方正电机股份有限公司（以下简称"公司"）于 2025 年 12 月 3 日召开 第八届董事会第二十九次会议,审议通过了《关于对全资子公司方正电机（德清） 有限公司增资的的议案》,为保障全资子公司扩大生产经营资金需求,由公司对全 资子公司方正电机（德清）有限公司（以下简称"德清方正"）增资人民币 10,000 万元，德清方正当前注册资本人民币 25,000 万元，增资完成后德清方正注册资 本将增至人民币 35,000 万元，仍为公司全资子公司。 根据深圳证券交易所《股票上市规则》及《公司章程》等的规定，公司本次 对子公司增资在公司董事会的决策权限范 ...