New Stock Listings - The new stock "Zhongjie Automobile" (code: 301560) is listed at an issuance price of 16.50[1] Rights Issues and Offers - Cash option for "AVIC Capital" (code: 600705) is available from April 23 to April 25, 2025[1] - Tender offer for "ST Xinchao" (code: 600777) is open from April 23 to May 22, 2025[1] - "ST Puli" (code: 300630) will enter the delisting arrangement period starting April 28, 2025[1] Market Alerts - "Guoguang Chain" (code: 605188) has reported severe abnormal fluctuations[1] - "Dongfang Tong" (code: 300379) also reported severe abnormal fluctuations[1] Other Announcements - "Huili B" (code: 900939) has a recent announcement linked to its trading activities[1] - "Zhejiang Rongtai" (code: 603119) has a recent announcement linked to its trading activities[1] - "ST Jiuyou" (code: 600462) has a recent announcement linked to its trading activities[1]

证券代码：002196 证券简称：方正电机 公告编号：2025-027 浙江方正电机股份有限公司 关于股票异动的公告 本公司及董事会全体人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、股票交易异常波动情况 浙江方正电机股份有限公司（以下简称"公司"）股票（证券简称：方正电 机，证券代码：002196）2025 年 4 月 23 日、2025 年 4 月 24 日连续 2 个交易日 收盘价格涨幅偏离值累计超过 20%，根据深圳证券交易所的有关规定，属于股票 交易异常波动的情况。 二、公司关注、核实情况说明 针对股票交易异常波动，公司对有关事项进行了核查，并问询了公司控股股 东，现将有关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处； 2、经查询，公司、控股股东、持股 5%以上股东及其一致行动人不存在关于 公司的应披露而未披露的重大事项，也不存在处于筹划阶段的其他重大事项； 3、近期公共媒体未报道可能或已经对本公司股票交易价格产生较大影响的 未公开重大信息； 4、公司生产经营情况正常，内外经营环境未发生重大变化； 5、公司控股股东、持股 5%以上股东 ...

截至收盘，上证指数报收3297.29点，上涨0.03%；深证成指收于9878.32点，下跌0.58%；创业板指下跌 0.68%；科创50指数下跌0.92%。 不含当日上市新股，今日可交易A股中，上涨个股有1543只，占比28.62%，下跌个股有3694只，平盘个 股155只。其中，收盘股价涨停的有64只，跌停股有36只。 证券时报·数据宝统计显示，涨停个股中，主板有59只，创业板5只。以所属行业来看，上榜个股居前的 行业有医药生物、公用事业、基础化工行业，上榜个股分别有10只、8只、7只。 涨停股中，*ST中润、ST金鸿等12只股为ST股。连续涨停天数看，*ST同洲、步步高、天元股份等已连 收5个涨停板，连续涨停板数量最多。从收盘涨停板封单量来看，尔康制药最受资金追捧，收盘涨停板 封单有4444.63万股，其次是华银电力、东贝集团等，涨停板封单分别有3437.71万股、3183.67万股。以 封单金额计算，东贝集团、尔康制药、方正电机等涨停板封单资金较多，分别有1.97亿元、1.39亿元、 1.33亿元。（数据宝） 两市涨停股一览 | 代码 | 简称 | 收盘价（元） | 换手率（%） | 涨停板封单（万股） ...

Core Viewpoint - The robotics sector is experiencing significant growth, driven by advancements in humanoid robots and upcoming events that highlight technological innovations in the industry [1][3][4]. Group 1: Market Performance - A-share robotics stocks surged, with multiple companies hitting the daily limit, including Qin Chuan Machine Tool and Ri Hai Intelligent, while Hong Kong stocks also saw substantial gains, with Horizon Robotics rising over 13% [2][1]. - Notable increases included Wanda Bearings up over 17% and Changsheng Bearings up over 15% [2]. Group 2: Upcoming Events - The first Embodied Intelligent Robot Sports Conference will be held from April 24 to 26 in Wuxi, focusing on technological advancements and industry innovation in robotics [3]. - The event will feature competitions that test robots' perception, adaptability, and decision-making capabilities, showcasing the industry's progress [3]. Group 3: Tesla's Developments - Elon Musk announced significant progress in Tesla's humanoid robot, Optimus, with expectations to produce thousands of units by the end of 2025 and a target of one million units annually by 2030 [4][5]. - Musk emphasized the importance of localizing the supply chain to mitigate risks and highlighted the potential value of companies that can mass-produce useful humanoid robots and autonomous vehicles [5][6]. Group 4: Industry Projections - The humanoid robot market is expected to reach a production value exceeding 4.5 billion yuan in China by 2025, with several manufacturers planning to produce over a thousand units [6][7]. - The global shipment of humanoid robots is projected to reach between 4 million and 10 million units by 2035, with a compound annual growth rate of 70.6% to 84.9% from 2024 to 2035 [7]. Group 5: Competitive Advantages - China's advantages in the humanoid robot sector include strong capabilities in intelligent systems and a manufacturing supply chain that overlaps significantly with the electric vehicle industry [7]. - The integration of technologies from the electric vehicle sector is expected to accelerate the development and reduce costs for humanoid robots, facilitating their large-scale application [7].

Group 1 - The core viewpoint of the article highlights a significant rebound in robotics concept stocks, with several companies reaching their daily limit up [1] - Notable stocks that hit the limit up include Qin Chuan Machine Tool, Rihai Intelligent, Fenghua Shares, and others, indicating strong market interest [1] - Additional stocks such as Wanda Bearings, Changsheng Bearings, and others saw gains exceeding 5%, reflecting a broader positive trend in the sector [1] Group 2 - The first Embodied Intelligent Robot Sports Conference is scheduled to take place from April 24 to 26 in Wuxi City, which may contribute to the increased interest in robotics stocks [1] - Key representatives from companies like Yushu and Xiaomi are expected to participate in discussions, potentially influencing market sentiment [1]

Group 1 - The core focus of the news is on the QFII (Qualified Foreign Institutional Investors) holdings in various companies, highlighting their increased presence and the impact of U.S. tariffs on these investments [1][9] - As of the end of Q1 2025, QFII holdings have increased, with 20 stocks having over 1% QFII ownership, including companies like Zijin Mining, China XD Electric, and Huace Testing [1][2] - QFII's presence in the top ten shareholders of companies like Sunshine Dairy and Huace Testing indicates a trend of foreign institutional investment in these firms [2][3] Group 2 - Starry Technology has a QFII holding ratio close to 6%, positioning it as a leading video surveillance chip company [2] - Sunshine Dairy's top ten shareholders include four QFII entities, with significant increases in holdings from UBS and Morgan Stanley [2] - Huace Testing has also seen QFII involvement, with Morgan Stanley and Goldman Sachs among its top shareholders, and it has received substantial increases from the Stock Connect program [2][3] Group 3 - Among the 45 stocks analyzed, 38 have seen an increase in QFII holdings, with 14 stocks experiencing an increase of over 1 percentage point [5] - Companies like Fangzheng Electric and Jinchengzi have attracted new QFII investments, indicating a growing interest in sectors such as machinery and basic chemicals [5] - Silver Technology has also seen a QFII increase of over 2 percentage points, maintaining a significant portion of its revenue from overseas [6] Group 4 - The average increase in stock prices for QFII-added stocks is nearly 20% year-to-date, while those with reduced QFII holdings have seen an average decline of over 4% [7] - Specific stocks like Shuanglin Co. and Xiaoming Co. have shown significant price increases, while others like China XD Electric have experienced declines [7] Group 5 - Companies with overseas business operations are actively addressing the potential impacts of U.S. tariffs, with many asserting that the effects will be limited [9][10] - Tianjian Co. has reported that its overseas revenue from the U.S. has been significant, but it plans to leverage its international production bases to mitigate tariff impacts [9] - Other companies, such as Yingweiting and Changhong Huayi, are also evaluating the potential effects of tariffs on their operations and are taking proactive measures to ensure stability [10][11]

Group 1: Company Performance - In Q1 2025, the company reported total revenue of 531 million yuan, an increase of 44.82 million yuan year-on-year, representing a growth of 9.22% [1] - In 2024, the company achieved revenue of 2.474 billion yuan, driven by digital factories and collaboration among four business units [3] - The company plans to enhance production capacity and technology, aiming for 3 million units of drive motors in Deqing and the establishment of a research center in Shanghai [6] Group 2: Industry Trends - The global electric drive motor industry for new energy vehicles is rapidly expanding, with China's production and sales of new energy vehicles reaching 12.888 million and 12.866 million units, respectively, a year-on-year increase of 34.4% and 35.5% [2] - The automotive electronics industry is expected to grow significantly, with the market size projected to reach 141.2 billion USD by 2025, driven by technological innovation and market expansion [2] - The company is focusing on high-potential areas such as robotic joints and electric aircraft drive systems, with 33 related patents applied for [4] Group 3: Sustainability Initiatives - The company adheres to sustainable development principles, optimizing product design to reduce energy consumption and environmental impact [5] - The company has implemented photovoltaic projects, adding 4 megawatts of solar capacity at its Deqing base in 2024 to reduce reliance on traditional power grids [5] Group 4: Strategic Focus - The company emphasizes a dual approach of capacity and technology enhancement, alongside market expansion and talent development [6][7] - The company has committed to a cash dividend policy, ensuring a minimum distribution of 10% of the annual distributable profit, with a cumulative distribution of no less than 30% over three years [7]

Core Insights - The company reported a slight decline in revenue for 2024, with total revenue at 2.474 billion yuan, a year-on-year decrease of 0.89% [1] - The net loss attributable to shareholders reached 28.3453 million yuan, with a significant increase in losses when excluding non-recurring items, which expanded by 4453.22% to 38.6646 million yuan [1] - The company plans not to distribute cash dividends or issue bonus shares [1] Financial Performance - For Q1 2025, the company achieved a revenue of 531 million yuan, reflecting a year-on-year growth of 9.22% [1] - However, the net loss attributable to shareholders for Q1 2025 was 15.0368 million yuan, an increase of 80.33% compared to the previous year [1] - The basic loss per share for Q1 2025 was 0.0303 yuan [1] Business Operations - The company has established partnerships with several leading domestic and international automotive manufacturers, including SAIC-GM Wuling, SAIC Group, and Volkswagen, for its new energy drive motor products [2] - In 2024, the company shipped 700,000 drive motors, with a cumulative total of 3.3 million units across over 40 vehicle models [2] - The company's subsidiary, Shenzhen Gaoke Run, experienced a 6.59% decline in revenue due to reduced sales volume in its intelligent controller business [2] Market Challenges - The core business of new energy drive motors faced challenges from industry price wars, leading to a revenue decline of over 7% [3] - Despite a nearly 70% growth in micro-special motors, it was insufficient to offset the contraction in the main product line [3] - The company is under pressure from rising costs of raw materials like copper and rare earths, which continue to impact the profitability of motor products [3] Future Outlook - The company aims to leverage new projects with clients like Leap Motor and Volkswagen, which are expected to begin mass production in Q2 2025 [2] - The ability of the company to achieve a turnaround in profitability in the second half of 2025 will depend on the pace of mass production and cost control measures [3] - As of April 15, 2025, the company's stock closed at 8.03 yuan, with a total market capitalization of 3.982 billion yuan [3]

关于浙江方正电机股份有限公司 关联方非经营性资金占用清偿情况 专项审核报告 致同会计师事务所 (特殊普通合伙) 您可使用手机"扫一扫"或进入"注册会计师行业统一监管平台（http://ac.mof.gov.cn） 进行查 您可使用手机"扫一扫"或进入"注册会计师行业统一监管平台（http:///ac.moc.gov.or） 进行查询 目 录 关于浙江方正电机股份有限公司关联方非经营性资金 占用清偿情况专项审核报告 浙江方正电机股份有限公司 2024 年度关联方非经营性 资金占用清偿情况表 1 致同专字（2025）第 332A007619 号 浙江方正电机股份有限公司全体股东: 我们接受浙江方正电机股份有限公司(以下简称"方正电机公司")委 托,根据中国注册会计师执业准则审计了方正电机公司 2024年12月31日的 合并及公司资产负债表,2024年度合并及公司利润表、合并及公司现金流量 表、合并及公司股东权益变动表和财务报表附注,并出具了致同审字（2025） 第 332A011571 号审计报告。 根据深圳证券交易所下发的《关于做好上市公司 2020年年度报告披露工 作的通知》要求,方正电机公司编制了本专项审核 ...

关于浙江方正电机股份有限公司 非经营性资金占用及其他关联 资金往来的专项说明 致同会计师事务所 (特殊普通合伙) 您可使用手机"扫一扫"或进入"注册会计师行业统一监管平台（http://ac.mof.gov.cn）"进行查 "。 " 目 录 关于浙江方正电机股份有限公司非经营性资金占用及其他关联资金往 来的专项说明 浙江方正电机股份有限公司 2024 年度非经营性资金占用及其他关联 资金往来情况汇总表 Grant Thornton 47 日 根据《上市公司监管指引第 8 号——上市公司资金往来、对外担保的监 管要求》等有关规定,方正电机公司编制了本专项说明所附的浙江方正电机 股份有限公司 2024年度非经营性资金占用及其他关联资金往来情况汇总表 (以下简称"汇总表"）。 编制和对外披露汇总表,并确保其真实性、合法性及完整性是方正电机 公司管理层的责任。我们对汇总表所载资料与我们审计方正电机公司 2024年 度财务报表时所复核的会计资料和经审计的财务报表的相关内容进行了核对, 在所有重大方面没有发现不一致。除了对方正电机公司实施于 2024年度财务 报表审计中所执行的对关联方往来的相关审计程序外,我们并未对汇总 ...