登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002896 证券简称：中大力德 公告编号：2025-056 宁波中大力德智能传动股份有限公司 关于对外投资设立合资公司的进展公告 3、公司类型：有限责任公司（外商投资企业与内资合资） 4、法定代表人：岑国建 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、对外投资概述 宁波中大力德智能传动股份有限公司（以下简称"公司"）于2025年11月19日召开第四届董事会第四次会 议审议通过《关于与关联方共同投资设立合资公司暨关联交易的议案》。公司拟与关联方岑国建、李 清、梁光伟、北京群昱智造科技有限公司共同投资设立合资公司，合资公司投资总额为人民币800万 元，其中公司以自有货币资金出资人民币320万元，占投资总额的40%；岑国建以自有货币资金出资人 民币160万元，占投资总额的20%；李清以自有货币资金出资人民币120万元，占投资总额的15%；梁光 伟以自有货币资金出资人民币120万元，占投资总额的15%；北京群昱智造科技有限公司以自有货币资 金出资人民币80万元，占投资总额的10%。合资公司主要开展塑 ...

证券代码：002896 证券简称：中大力德 公告编号：2025-056 宁波中大力德智能传动股份有限公司 关于对外投资设立合资公司的进展公告 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。 2、社会统一信用代码：91440606MAK3MGHU31 3、公司类型：有限责任公司（外商投资企业与内资合资） 4、法定代表人：岑国建 5、注册资本：捌佰万元人民币 6、成立日期：2025 年 12 月 16 日 一、对外投资概述 宁波中大力德智能传动股份有限公司（以下简称"公司"）于 2025 年 11 月 19 日召开第四届董事会第四次会议审议通过《关于与关联方共同投资设立合 资公司暨关联交易的议案》。公司拟与关联方岑国建、李清、梁光伟、北京群昱 智造科技有限公司共同投资设立合资公司，合资公司投资总额为人民币 800 万元， 其中公司以自有货币资金出资人民币 320 万元，占投资总额的 40%；岑国建以自 有货币资金出资人民币 160 万元，占投资总额的 20%；李清以自有货币资金出资 人民币 120 万元，占投资总额的 15%；梁光伟以自有货币资金出资人民币 120 ...

中大力德公告，公司与关联方岑国建、李清、梁光伟、北京群昱智造科技有限公司共同投资设立的合资 公司已完成工商注册登记手续，并领取了《营业执照》。合资公司的名称为佛山市中大力信传动科技有 限公司，注册资本为800万元人民币，公司出资320万元，占40%。主要业务为塑料齿轮箱及相关产品的 研发、生产与销售。 ...

Group 1 - The mechanical sector has shown strong performance in 2025, with the Shenwan Mechanical Equipment Index rising by 36.11%, outperforming the Shanghai Composite Index by 19.74 percentage points and the Shenzhen Component Index by 8.78 percentage points [4][16][19] - In the first three quarters of 2025, the mechanical industry reported revenues of 15,135.34 billion yuan, a year-on-year increase of 7.35%, and a net profit attributable to shareholders of 1,080.76 billion yuan, up 16.80% year-on-year [4][22][27] - The public fund allocation ratio for the mechanical equipment sector increased by 0.25 percentage points in Q3 2025 compared to Q3 2024, indicating improved fundamentals and positive policy impacts [29] Group 2 - The equipment manufacturing industry has maintained export resilience, with significant growth in new overseas markets. From January to October 2025, the export delivery value of general equipment, specialized equipment, and transportation equipment reached 6,173.20 billion yuan, 5,319.30 billion yuan, and 4,124 billion yuan respectively, with year-on-year growth rates of 5.5%, 9.3%, and 24.20% [5][33][36] - The overseas sales of engineering machinery continued to grow, with a year-on-year increase of 11.84% in export value from January to October 2025, driven by technological innovation and diversified market strategies [37][41] - The motorcycle industry has established a strong competitive advantage in overseas markets, with exports reaching 1,101.85 million units and 7.278 billion USD in value from January to October 2025, reflecting a year-on-year increase of 22.28% and 28.2% respectively [42][43] Group 3 - The emergence of new manufacturing scenarios signifies a profound transformation from "single technology upgrades" to "systematic ecological restructuring," enhancing production efficiency, product quality, and innovation capabilities [5][46] - Human-shaped robots are expected to address customization challenges in traditional manufacturing, with a market space projected to expand significantly as they transition from industrial applications to household use [47][54] - The intelligent logistics equipment market in China is expected to grow rapidly, with a projected market size of 1,261 billion yuan in 2025, driven by advancements in IoT and AI technologies [64][72]

Investment Rating - The report maintains an investment rating of "Recommended" for the mechanical equipment industry [2][3]. Core Views - The mechanical equipment industry saw a 2.9% increase last week, ranking second among 31 primary industries. Sub-industries such as engineering machinery (+6%) and specialized equipment (+3.45%) showed strong performance, while rail transit equipment experienced a decline of 0.82% [3][14]. - The report suggests that with the completion of the third-quarter reports, market risk appetite is expected to improve. It recommends a balanced approach between technology growth and cyclical investments, focusing on sectors and stocks with performance support [3][4]. - Key areas of focus include humanoid robots, PCB equipment, semiconductor equipment, and cyclical recovery in engineering machinery and general equipment [3][4]. Summary by Sections 1. Recent Trends - In November 2025, excavator sales reached 20,027 units, a year-on-year increase of 13.9%. Domestic sales were 9,842 units (+9.11%), while exports were 10,185 units (+18.8%). Cumulatively, from January to November, 212,162 excavators were sold, marking a 16.7% increase year-on-year [5][44]. - The report highlights a structural recovery in the industry, driven by domestic demand from large projects and a new round of replacement cycles [5][44]. 2. Sub-Industry Performance - The engineering machinery sector is experiencing a significant recovery, with excavator sales showing strong growth. The report emphasizes the importance of technological upgrades and global expansion for leading companies [5][44]. - The industrial robot sector saw a production increase of 17.9% in October 2025, indicating potential investment opportunities as the industry adjusts to new demands [28][44]. 3. Key Companies and Recommendations - The report identifies several companies for investment consideration, including XCMG Machinery (000425.SZ), SANY Heavy Industry (600031.SH), and Huazhong CNC (688697.SH), which are expected to benefit from the ongoing recovery and technological advancements in the industry [7][44]. - The semiconductor equipment sector is highlighted as a critical area for investment, with companies like North Huachuang (002371.SZ) and Zhongwei Company (688012.SH) recommended due to their strong market positions and growth potential [4][7]. 4. Policy and Market Drivers - The report notes that government policies are strongly supporting the high-end machine tool sector, with initiatives aimed at accelerating domestic production and technological breakthroughs [5][46]. - The global demand for high-end manufacturing is recovering, as indicated by Japan's machine tool orders, which have seen continuous growth driven by exports [5][46].

Group 1 - The core event is the SPS Industrial Automation Exhibition held in Nuremberg, Germany from November 25 to 27, where Ningbo Zhongda Lide Intelligent Transmission Co., Ltd. showcased its core products in automation and intelligence [2] - Zhongda Lide's exhibition featured a dynamic display of high-end intelligent devices and automated production solutions, highlighting its comprehensive industrial automation solutions [2] - The product range includes high-precision gears, micro motors, precision reducers, core components for robots, and industrial robot assemblies, with new products like the K2/L2 integrated machine and S/SF high-efficiency brushless reducer electric motor receiving high praise from attendees [2]

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。 宁波中大力德智能传动股份有限公司（以下简称"公司"）近日收到持股5%以上股东中大（香港）投资 有限公司（以下简称"中大香港"）的通知，获悉中大香港持有的部分公司股份办理了解除质押登记手 续，具体情况如下： 一、本次解除质押基本情况 ■ 二、股东股份累计质押的情况 截至本公告披露日，上述股东及其一致行动人宁波中大力德投资有限公司、慈溪德立投资管理合伙企业 （有限合伙）、慈溪德正投资管理合伙企业（有限合伙）（以下简称"中大投资"、"德立投资"、"德正 投资"）所持股份质押情况如下： ■ 登录新浪财经APP 搜索【信披】查看更多考评等级 2025年11月27日 三、其他说明 截至本公告披露日，上述股东及其一致行动人所持股份不存在质押情况。公司将持续关注相关股东的股 份质押情况及质押风险情况，并按规定及时做好相关信息披露工作。 四、备查文件 1、中国证券登记结算有限责任公司解除证券质押登记通知。 特此公告。 宁波中大力德智能传动股份有限公司董事会 ...

Core Viewpoint - The company Zhongda Lide announced the release of share pledges by its major shareholder, Zhongda (Hong Kong) Investment Co., Ltd., involving 16,055,000 shares [1] Group 1 - Zhongda (Hong Kong) Investment Co., Ltd. holds more than 5% of the company's shares [1] - The announcement was made on the evening of November 26 [1] - The release of the pledged shares indicates a potential positive shift in the shareholder's confidence [1]

二、股东股份累计质押的情况 截至本公告披露日，上述股东及其一致行动人宁波中大力德投资有限公司、 慈溪德立投资管理合伙企业（有限合伙）、慈溪德正投资管理合伙企业（有限合 伙）（以下简称"中大投资"、"德立投资"、"德正投资"）所持股份质押情 况如下： | | | | | | | 已质押股份情况 | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 合计占 | 合计占 | （解除质押适用） | | （解除质押适用） | | | 股东 | 持股数 | 持股比 | 累计被 | 其所持 | 公司总 | 已质押股 | 占已质 | 未质押股 | 占未质 | | 名称 | 量（股） | 例（%） | 质押数 | 股份比 | 股本比 | 份限售和 | | | | | | | | 量（股） | | | | 押股份 | 份限售和 | 押股份 | | | | | | 例（%） | 例（%） | 冻结、标 | 比例 | 冻结合计 | 比例 | | | | | | | | 记合计数 量（股） | （%） | 数量（股 ...

Core Viewpoint - The robotics ETF (159770) is experiencing significant growth, with a notable increase in net subscriptions and a strong performance in the underlying robotics sector, indicating a favorable investment environment in the robotics industry driven by domestic substitution and technological advancements [1][2]. Group 1: ETF Performance - As of November 21, 2025, the robotics ETF (159770) had a turnover of 3.27% and a transaction volume of 313 million yuan, ranking first among similar products in the Shenzhen market [1]. - The ETF has seen a substantial increase in scale, growing by 944.5 million yuan over the past month, reaching a new high of 9.877 billion shares [2]. - The ETF has recorded continuous net inflows over the past 26 days, totaling 1.813 billion yuan, with a peak single-day inflow of 285 million yuan [2]. Group 2: Industry Trends - The A-share robotics sector is showing resilience, with several stocks experiencing significant rebounds despite a general market downturn, including notable gains from companies like Weichuang Electric and Siling Co., which rose over 5% [2]. - The industrial robotics industry in China is maintaining a high growth rate, with production reaching 57,900 units in October 2025, a year-on-year increase of 17.9%, and a cumulative production of approximately 602,700 units in the first ten months, reflecting a 28.8% increase [5]. - The industry is expected to continue its upward trajectory, driven by the implementation of key projects and deepening equipment renewal policies, which are likely to enhance overall market conditions [5]. Group 3: Technological Developments - The Hubei provincial government is promoting the integration of the Beidou system with robotics and other industries, emphasizing the development of new application scenarios such as "Beidou + humanoid robots" and "Beidou + artificial intelligence" [3]. - Amazon's Zoox has launched a user waitlist for its autonomous taxi service in San Francisco, marking a significant step in the commercialization of self-driving technology and increasing competition in the autonomous vehicle market [4][5].