Group 1 - Renowned private equity firm Zhengyuan Investment recently conducted research on five listed companies [1][2][3] - Kuaihua Pharmaceutical signed a cooperation intention letter with Peking University Medical Department to establish a joint laboratory for enzyme sources and innovative drugs in 2024 [1] - Qingda Environmental Protection provides energy-saving and environmental protection solutions for various industries including power, chemicals, and waste treatment [1] - Zhongjian Technology invested in 1X Holding AS, entering the artificial intelligence robotics sector [2] - Jinyang Co., Ltd. reported a main revenue of 324 million yuan in Q1 2025, a year-on-year increase of 26.59%, but a net profit decline of 14.49% [2] - Dongsheng Technology holds a 2.54% stake in Bluestar Wisdom, involved in battery recycling and utilization, and is a leader in lithium battery cathode materials [3] Group 2 - Zhengyuan Investment was established in 2015 in Shenzhen Qianhai Free Trade Zone and has a private securities investment fund license [4] - The firm focuses on China's economic transformation and aims to connect social capital with quality industries, enhancing asset value for clients [4]

Summary of Zhongjian Technology Conference Call Company Overview - **Company**: Zhongjian Technology - **Fiscal Year**: 2024 - **Revenue**: 1.086 billion RMB, up 4.96% year-on-year - **Net Profit**: 42 million RMB, up 36.13% year-on-year - **Gross Margin**: Improvement attributed to sales growth, fixed cost dilution, and market acceptance of new products like riding lawn mowers and lithium battery products [2][4] Key Points Industry Performance - **Lawn Tools Sales**: Revenue reached over 900 million RMB, a 40% increase year-on-year, driven by overseas market expansion, lithium battery product applications, and enhanced customer loyalty [2][6] - **Market Outlook**: The company maintains a neutral optimistic outlook for the future and plans to increase investment in its Thailand subsidiary from 8 million USD to 28 million USD to meet market development [2][6] Research and Development - **R&D Investment**: 72 million RMB in 2024, a 137% increase, accounting for 7% of revenue. Future R&D in AI robotics may exceed 50% of total R&D spending [2][9][10] - **Focus Areas**: Continued investment in lithium battery products and AI robotics, with significant projects in subsidiaries like Shanghai Gaoke and Jiangsu Jamie [9][10] Robotics Segment - **Quadruped Robots**: Applications include power grid, petrochemical, government parks, and fire safety. The company has seen better-than-expected shipment volumes and order situations, with pricing between 300,000 to 500,000 RMB per unit [2][11][12][14] - **Orders from Guohua Holdings**: A phased procurement of 1,000 ZhiRui P1 robots is underway, with some orders already fulfilled. The focus is on large-scale bidding projects from state-owned enterprises [2][13] Financial Performance - **2024 Financials**: Revenue of 9.7 billion RMB, a 45.64% increase year-on-year, with a net profit of 64.67 million RMB, up 34% [3] - **Cash Flow**: Operating cash flow remained positive but decreased in absolute terms due to higher sales leading to increased accounts receivable and higher expenses in R&D, materials, and marketing [25] Market and Competitive Landscape - **Lawn Machinery Market**: Expected to reach 45 billion USD by 2025, with a CAGR of over 7%. Zhongjian Technology's market share is currently small, indicating significant growth potential [26] - **Production Capacity**: The Yongkang Super Smart Factory is set to enhance production capacity significantly, with a design capacity of over 300,000 units, representing one-third of the current total capacity [26][28] Strategic Partnerships - **Collaboration with YX Company**: Progressing steadily, including module supply and discussions on relocating large-scale production to the U.S. [5][17] - **Supply Chain Management**: Current supply value to YX is about 30%, with adjustments expected as new hardware is finalized [18] Future Outlook - **2025 Guidance**: The company does not expect significant contributions from the robotics segment to overall performance but remains confident in the lawn machinery business [20][21] - **Production Goals**: Anticipates reaching over 900,000 units in production capacity, with significant contributions from new facilities in Thailand and Yongkang [23][22] Challenges and Considerations - **Tariff Impacts**: Tariffs pose challenges for export-oriented companies, but strong product recognition in North America provides confidence [7] - **Pricing Trends**: No significant changes in pricing for lawn tools, maintaining original order prices [8] Subsidiary Performance - **Subsidiary Overview**: Highke Company reported revenue of 26 million RMB in 2024, with positive net profit. Jamie Company aims for breakeven in 2025, while Zhike Company is still in the investment phase [30]

证券代码：002779 证券简称：中坚科技 浙江中坚科技股份有限公司投资者关系活动记录表 编号：2025003 | 机构名称 | 姓名 | 机构名称 | 姓名 | | --- | --- | --- | --- | | 循远资产管理(上海)有限公司 | 田肖溪 2 | 摩根基金管理(中国)有限公司 | 赵隆隆 | | 中信建投(国际)资产管理有限公司 | 梁斌 | 农银人寿保险股份有限公司 | 王鹏 | | 国联证券股份有限公司 | 樊景扬 | 阳光资产管理股份有限公司 | 李曦辰 | | 工银瑞信北京区 | 贾晓新 | 长盛基金 | 赵楠 | | 上海复霈投资管理有限公司 | 张振 | 中信证券 | 李辰霄 | | 上海趣时资产管理有限公司 | 章秀奇 | 中信证券 | 安家正 | | 远信(珠海)私募基金管理有限公司 | 张骏 | 国新投资 | 张明皓 | | 正圆投资 | 牛艺瑾 | 民生证券 | 李哲 | | 深圳前海无忧股权投资基金管理有限公司 | 陈正华 | 民生证券 | 李思韦 | | 上海朴信投资管理有限公司 | 朱冰兵 | 诺安基金管理有限公司 | 杨靖康 | | 民生理财有限责任公司 | ...

Market Overview - The Shanghai Composite Index closed at 3295.06 points, slightly below the five-day moving average, with a change of -0.07% [1] - The total trading volume of A-shares reached 1,137.01 billion yuan [1] Stocks Performance - A total of 514 A-shares have surpassed the five-day moving average today [1] - Notable stocks with significant deviation rates include: - Jiuzhou Group (300040) with a deviation rate of 14.05% and a daily increase of 19.97% [1] - Zhejiang Huayuan (301535) with a deviation rate of 9.07% and a daily increase of 17.75% [1] - Nanguo Real Estate (002305) with a deviation rate of 7.92% and a daily increase of 10.32% [1] Detailed Stock Data - The following stocks have notable performance metrics: - Jiuzhou Group: Latest price 7.81 yuan, five-day moving average 6.85 yuan, turnover rate 43.12% [1] - Zhejiang Huayuan: Latest price 20.90 yuan, five-day moving average 19.16 yuan, turnover rate 58.83% [1] - Nanguo Real Estate: Latest price 1.39 yuan, five-day moving average 1.29 yuan, turnover rate 3.51% [1] - Other stocks with significant increases include: - Pulaia (603605) with a 10% increase and a deviation rate of 7.86% [1] - Fangda Group (000055) with a 9.95% increase and a deviation rate of 7.53% [1]

Group 1 - The Shanghai Composite Index closed at 3302.19 points, above the five-day moving average, with a slight increase of 0.15% [1] - The total trading volume of A-shares reached 733.14 billion yuan [1] - A total of 837 A-shares have prices that surpassed the five-day moving average, with notable stocks including Jiuzhou Group, Nanguo Real Estate, and Proya, showing significant deviation rates of 11.67%, 7.92%, and 7.86% respectively [1] Group 2 - The top stocks with the highest deviation rates from the five-day moving average include: - Jiuzhou Group (16.74% increase, 34.11% turnover rate, latest price 7.60 yuan, deviation rate 11.67%) [1] - Nanguo Real Estate (10.32% increase, 3.16% turnover rate, latest price 1.39 yuan, deviation rate 7.92%) [1] - Proya (10.00% increase, 2.50% turnover rate, latest price 84.71 yuan, deviation rate 7.86%) [1] - Other notable stocks with significant increases include: - Fangda Group (9.95% increase, 6.42% turnover rate, latest price 4.31 yuan, deviation rate 7.53%) [1] - Luolai Life (9.68% increase, 1.71% turnover rate, latest price 9.18 yuan, deviation rate 7.24%) [1]

Core Insights - The company reported a revenue of 971 million yuan for the year 2024, representing a year-on-year growth of 45.64% [1] - The net profit attributable to shareholders was 64.67 million yuan, an increase of 34.47% compared to the previous year [1] - The company plans to distribute a cash dividend of 1.1 yuan per 10 shares, totaling 14.52 million yuan, and will also issue 4 additional shares for every 10 shares held [1] Revenue and Profitability - The company's foreign sales revenue reached 896 million yuan, accounting for over 90% of total revenue during the reporting period [1] - Research and development investment amounted to 72.68 million yuan, a significant increase of 137.55%, representing 7.49% of total revenue [1] Strategic Initiatives - The company is actively pursuing a transformation strategy, focusing on the development of intelligent robotics and establishing a second core business segment [2] - It has set up an Intelligent Innovation Research Institute and established several subsidiaries to explore the intelligent robotics industry [2] - The company has invested in the globally recognized humanoid robotics company 1X Robotics and is developing various intelligent machinery products, including lithium battery-powered lawn mowers and quadruped robots [2] Future Plans - By 2025, the company aims to advance the construction of a 70,000 square meter intelligent manufacturing center to enhance production capacity for wheeled and new energy garden machinery [2] - The company is committed to digital transformation and intelligent upgrades across its production lines, increasing automation levels and efficiency [2]

机器人概念再度走强 中坚科技、天元智能双双涨停 智通财经4月25日电，中坚科技、天元智能涨停，乔锋智能涨超10%，福莱新材、大立科技、中原内 配、万达轴承、方正电机等跟涨。消息面上，首届具身智能机器人运动会于2025年4月24日至26日在无 锡市惠山区举办，宇树、小米相关负责人将参与话题讨论。 ...

证券代码：002779 证券简称：中坚科技 公告编号：2025-016 浙江中坚科技股份有限公司 关于向泰国子公司增加投资总额的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 一、投资泰国子公司概述 为落实浙江中坚科技股份有限公司（以下简称"公司"）建设海外基地的战略 布局，进一步巩固和提升公司在行业内的竞争力，增强公司持续经营能力，促进 公司长期可持续发展。2024年，公司以自有资金在泰国投资设立同盛科技（泰国） 有限公司（以下简称"泰国子公司"）并投资建设泰国生产基地，经浙江省商务厅 批准投资总额不超过800万美元。截至2024年12月，公司已陆续完成泰国子公司 的设立登记、境外投资备案登记等事项。泰国子公司目前尚处于设备安装调试过 程之中。 为进一步开拓海外市场，公司拟对泰国子公司增加投资总额，投资总额由原 来的800万美元增加至2,800万美元，用途包括但不限于土地购买、厂房建设、购 买生产设备等，实际投资金额以通过各相关政府主管部门批准金额为准。 二、泰国子公司的基本情况 5、经营范围：园林机械及配件、农业机械、电动工具，清洁设备，电子配 件， ...

证券代码：002779 证券简称：中坚科技 公告编号：2025-015 浙江中坚科技股份有限公司 关于变更公司注册资本并修订《公司章程》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、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 浙江中坚科技股份有限公司（以下简称"公司"）于 2025 年 4 月 23 日召开 了第五届董事会第十次会议，会议审议通过了《关于变更公司注册资本并修订< 公司章程>的议案》，同意公司变更注册资本并对《公司章程》的相关内容进行修 订。该议案尚需提交公司 2024 年年度股东大会审议。现将有关情况公告如下： 一、变更公司注册资本情况 公司于 2025 年 4 月 23 日召开了第五届董事会第十次会议、第五届监事会第 六次会议，审议通过了《关于 2024 年度利润分配及资本公积金转增股本预案的 议案》。公司 2024 年年度利润分配及资本公积转增股本预案为：公司拟向全体股 东每 10 股派发现金红利 1.1 元（含税），不送红股，以资本公积金向全体股东 每 10 股转增 4 股。以公司总股本 132,000,000 股为基数，拟派发现金红利总额为 14,520,000 元，拟 ...

证券代码：002779 证券简称：中坚科技 公告编号：2025-018 浙江中坚科技股份有限公司 关于计提及转回资产减值准备的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 一、本次计提及转回资产减值准备的情况概述 1、本次计提及转回资产减值准备的原因 根据《深圳证券交易所股票上市规则》《深圳证券交易所上市公司自律监 管指引第1号——主板上市公司规范运作》和《企业会计准则》等相关规定的要 求，为真实、准确地反映公司截至2024年12月31日的财务状况、资产价值及经 营成果，基于谨慎性原则，公司对各类资产进行了全面清查和减值测试，对公 司截至2024年12月31日合并报表范围内有关资产计提或转回相应的减值准备。 2、本次计提及转回资产减值准备的资产范围、总金额和拟计入的报告期间 | | | | 本期变动金额 | | | | | --- | --- | --- | --- | --- | --- | --- | | 类别 | 期初余额 | | 收回或转 | | 其 | 期末余额 | | | | 计提 | | 转销或核 | 他 | | | | | | 回 | ...