格隆汇3月25日丨新时达(002527.SZ)在互动平台表示，公司与海尔智家有具身智能机器人相关的部分部 件合作，占公司营收比重小。 ...

格隆汇3月25日｜新时达在互动平台表示，公司与海尔智家有具身智能机器人相关的部分部件合作，占 公司营收比重小。 ...

新时达3月25日在互动平台表示，公司与海尔智家有具身智能机器人相关的部分部件合作，占公司营收 比重小。 ...

Group 1 - The core viewpoint of the article is that New Times has clarified its positioning in the market, differentiating itself from Haier Smart Home by focusing on industrial scenarios while Haier targets home scenarios [1] - The actual controller and major shareholder of the company has issued a commitment letter to maintain the independence of the listed company post-acquisition, ensuring that business, personnel, finance, organization, and assets remain independent [1] - The company will disclose further details in its acquisition report on February 25, 2025, on the designated information disclosure platform [1]

上海新时达电气股份有限公司 关于获得发明专利证书公告 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。 上海新时达电气股份有限公司（以下简称"公司"）及子公司于近期收到发明专利 证书，具体情况如下： | 专利号 | 专利名称 | 类型 | 申请日期 | 授权公告日 | 有效 期 | | 证书号 | | 专利权人 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | ZL202210295193.2 | 最大转矩电流 比搜索算法、装 置及计算机可 读存储介质 | 发明 | 2022/03/23 | 2026/02/06 | 20 年 | 第 | 8694769 | 号 | 上海新时达电气股 份有限公司 | | ZL202511310987.1 | 基于母线电压 调节的功率分 配系统及其方 法、存储介质 | 发明 | 2025/09/15 | 2026/03/03 | 20 年 | 第 | 8745915 | 号 | 上海辛格林纳新时 达电机有限公司 | 本次专利涉及电机离散控制技术领域、 ...

证券代码：002527 证券简称：新时达 公告编号：临2026-004 上海新时达电气股份有限公司 关于 2026 年度日常关联交易预计的公告 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。 一、日常关联交易基本情况 （一）日常关联交易概述 根据上海新时达电气股份有限公司（以下简称"公司"或"新时达"）生产经营的 需要，预计2026年度公司及子公司与关联方海尔集团公司及其控制的下属企业发生日常 关联交易，预计交易总金额不超过人民币4,000万元。 1、2025年度公司向海尔集团公司及其下属企业销售产品、采购原材料及服务而发 生的日常关联交易总额为213.93万元（未经审计）。 2、履行的审议程序 公司 2026 年 3 月 13 日召开的第七届董事会第四次会议以 4 票赞成，0 反对，0 票 弃权，5 票回避的结果审议通过了《关于 2026 年度日常关联交易预计的议案》，关联董 事展波先生、纪翌女士、刘长文先生、王晔先生、张翠美女士回避表决。本事项已经公 司 2026 年 3 月 13 日召开的第七届董事会独立董事专门会议 2026 年第一次会议审议通 过。 ...

证券代码：002527 证券简称：新时达 公告编号：临2026-003 上海新时达电气股份有限公司 第七届董事会第四次会议决议公告 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。 一、董事会会议召开情况 根据公司生产经营的需要，预计 2026 年度公司及子公司与关联方海尔集团公司 及其控制的下属企业发生日常关联交易，预计交易总金额不超过人民币 4,000 万元。 关联董事展波先生因在公司实际控制人海尔集团公司及其控制的部分下属企业 担任董事、高级管理人员职务，故对本议案回避表决。关联董事纪翌女士因与公司 实际控制人海尔集团公司控制的青岛海尔卡奥斯工业智能有限公司为一致行动人， 故对本议案回避表决。关联董事刘长文先生因在公司实际控制人海尔集团公司控制 的部分下属企业担任董事职务，故对本议案回避表决。关联董事王晔先生因在公司 实际控制人海尔集团公司及其控制的部分下属企业担任董事、高级管理人员等职务， 故对本议案回避表决。关联董事张翠美女士因在公司实际控制人海尔集团公司及其 控制的部分下属企业担任董事、监事等职务，故对本议案回避表决。 本议案已经独立董事专门会议审议 ...

Core Viewpoint - The company reported that as of February 13, 2026, the total number of shareholders reached 61,856 [2] Summary by Category Company Information - The total number of shareholders for the company is 61,856 as of the specified date [2]

Industry Overview - The automotive welding equipment industry is crucial for the manufacturing process, which includes stamping, welding, painting, and assembly, with welding being the most complex and quality-determining phase [1][8] - Recent advancements in automation and intelligence in the automotive industry have led to the upgrade of welding equipment technology, transitioning from traditional welding robots to advanced techniques such as laser welding and friction stir welding, enhancing quality and efficiency while reducing labor dependency [1][8] Market Dynamics - The Chinese automotive welding equipment market is projected to reach 36.048 billion yuan by 2025, with a year-on-year growth of 3.96%. The automotive modification sector is expected to grow to 16.391 billion yuan (4.69% growth), while the new capacity sector is anticipated to reach 19.657 billion yuan (3.35% growth) [1][8] - The automotive industry is a pillar of the national economy, with a long industrial chain and strong correlation, playing a significant role in stabilizing industrial economic growth [8] Industry Development Trends - The industry is expected to accelerate towards high automation and intelligent systems, integrating robotic welding, visual guidance, online detection, and autonomous path planning for a fully automated welding process [13] - There will be continuous breakthroughs in high precision and high performance to meet the stringent quality requirements of new energy vehicles and lightweight bodies, with advanced technologies like high-dynamic welding robots and laser welding becoming more prevalent [14] - Flexibility and modular design will become core focuses, allowing for quick switching and expansion of production lines to accommodate various models and materials, thus supporting agile and sustainable development in the welding system [15] Key Companies - Tianyong Intelligent Equipment Co., Ltd. focuses on intelligent automation equipment and has seen a decline in specialized equipment manufacturing revenue, reporting 269 million yuan in the first half of 2025, down 15.94% year-on-year [10][11] - Sanfeng Intelligent Equipment Group Co., Ltd. provides comprehensive solutions for intelligent welding production lines, reporting 573 million yuan in revenue for its intelligent welding production line in the first half of 2025, a year-on-year increase of 1.96% [11][12]

Core Viewpoint - The company Xinsida (002527) has signed a comprehensive cooperation agreement with Alibaba Cloud to integrate their technological advantages in robotics, large models, and cloud computing, aiming to advance embodied intelligent cloud training, simulation testing, and distributed deployment [1] Group 1 - On September 24, 2025, during the China International Industrial Expo, Xinsida will officially showcase its collaboration with Alibaba Cloud [1] - The partnership focuses on leveraging both companies' strengths in robotics and cloud technology [1] - The initiative aims to enhance capabilities in intelligent cloud training and simulation testing [1]