中大力德公告，第三季度营收为2.49亿元，同比增长5.40%；净利润为1083.75万元，下降19.10%。前三 季度营收为7.65亿元，同比增长3.14%；净利润为5720.91万元，同比增长0.48%。 ...

宁波中大力德智能传动股份有限公司 2025 年第三季度报告 证券代码：002896 证券简称：中大力德 公告编号：2025-051 宁波中大力德智能传动股份有限公司 2025 年第三季度报告 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。 重要内容提示： □是 ☑否 1 宁波中大力德智能传动股份有限公司 2025 年第三季度报告 一、主要财务数据 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 ☑否 1.董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、误导性陈述或重 大遗漏，并承担个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息的真实、准确、 完整。 3.第三季度财务会计报告是否经过审计 | | 本报告期 | 本报告期比上年同期 | 年初至报告期末比上 年初至报告期末 | | | --- | --- | --- | --- | --- | | | | 增减 | 年同期增减 | | | 营业收入（元） | 248,792,4 ...

Core Viewpoint - The article discusses the rising interest in the IPOs of Moore Threads and Yushu Technology, highlighting the significant market movements and investment opportunities associated with these companies [3][4]. Group 1: Investment Opportunities - Moore Threads aims to break NVIDIA's monopoly with its domestic GPU, benefiting from the trend of domestic substitution [4]. - Yushu Technology has faced a challenging financing journey, with varying perceptions from venture capitalists over the years [4]. - Companies like Jinfa Technology are strategically positioned to benefit from both Moore Threads and Yushu Technology through direct collaborations and material supply agreements [6][7]. Group 2: Company Collaborations - Jinfa Technology has established a specialized team for humanoid robot material development and has signed strategic agreements with both Moore Threads and Yushu Technology [6]. - Other companies, such as Shuanghuan Transmission and Zhongdali De, have formed partnerships with Yushu Technology, providing essential components for their robotics projects [8]. - Companies like Jingxing Paper and Dazhong Public Utilities are more focused on financial investments, using indirect holdings to hedge against market fluctuations [9]. Group 3: Market Dynamics - The article notes that the excitement around IPOs leads to significant gains for related concept stocks, with direct shareholders benefiting the most [6]. - The investment landscape is characterized by a mix of strategic and financial investments, with some companies taking a more passive role in the emerging tech sectors [9][12]. - Major players like China Mobile and Tencent have entered the market later, focusing on financial investments rather than deep strategic partnerships [13][15].

Core Insights - The reducer concept sector saw an increase of 2.61%, ranking 8th among concept sectors, with 107 stocks rising, including Bohai Automotive and Wuzhou New Spring hitting the daily limit [1] - Major gainers included Wantong Hydraulic, Changying Precision, and Yishi Precision, with increases of 21.67%, 14.19%, and 10.05% respectively [1] - The sector experienced a net outflow of 577 million yuan from main funds, with 62 stocks receiving net inflows [1] Sector Performance - The reducer concept sector had a daily increase of 2.61%, while other notable sectors included Tonghuashun Fruit Index (+3.40%) and Cell Immunotherapy (+3.18%) [1] - The top decliners included Shanzi Gaoke, Inner Mongolia First Machinery, and Yokogawa Precision, with declines of 6.54%, 3.84%, and 2.56% respectively [1] Fund Flow Analysis - Wuzhou New Spring led the net inflow of main funds with 431 million yuan, followed by Zhongdali De and Lixing Co., with net inflows of 112 million yuan and 109 million yuan respectively [2] - The top three stocks by net inflow ratio were Wuzhou New Spring (17.20%), Buke Co. (14.31%), and Dongli Machinery (13.90%) [2] Stock Performance - Key stocks in the reducer concept sector included Wuzhou New Spring (+10.00%), Zhongdali De (+6.09%), and Lixing Co. (+3.00%) [2] - Other notable performers included Zhejiang Rongtai (+6.53%) and China Baowu (+1.58%) [2] Market Trends - The overall market showed mixed performance with various sectors experiencing both gains and losses, indicating a volatile trading environment [1][2]

截至6月30日，中大力德股东户数5.68万，较上期增加8.67%；人均流通股3459股，较上期增加19.63%。 2025年1月-6月，中大力德实现营业收入5.16亿元，同比增长2.08%；归母净利润4637.15万元，同比增长 6.50%。 分红方面，中大力德A股上市后累计派现1.60亿元。近三年，累计派现6198.02万元。 机构持仓方面，截止2025年6月30日，中大力德十大流通股东中，鹏华碳中和主题混合A（016530）位 居第三大流通股东，持股441.96万股，相比上期减少254.55万股。华夏中证机器人ETF（562500）位居 第四大流通股东，持股263.57万股，相比上期增加96.12万股。香港中央结算有限公司位居第七大流通股 东，持股212.32万股，相比上期增加4.82万股。天弘中证机器人ETF（159770）位居第九大流通股东， 持股106.93万股，为新进股东。中航趋势领航混合发起A（021489）位居第十大流通股东，持股92.21万 股，为新进股东。永赢先进制造智选混合发起A（018124）、前海开源嘉鑫混合A（001765）退出十大 流通股东之列。 责任编辑：小浪快报 今年以来中大 ...

Core Viewpoint - The stock of Ningbo Zhongdali Intelligent Transmission Co., Ltd. has shown significant volatility, with a year-to-date increase of 212.82% but a recent decline in the last five and twenty trading days [1] Group 1: Company Overview - Ningbo Zhongdali Intelligent Transmission Co., Ltd. was established on August 28, 2006, and went public on August 29, 2017 [2] - The company specializes in the research, production, sales, and service of key components in the mechanical transmission and control application fields [2] - The main revenue sources are: intelligent execution units (38.49%), reduction motors (37.00%), precision reducers (22.41%), and others (1.30%) [2] Group 2: Financial Performance - For the first half of 2025, the company achieved operating revenue of 516 million yuan, a year-on-year increase of 2.08%, and a net profit attributable to shareholders of 46.37 million yuan, up 6.50% year-on-year [2] - The company has distributed a total of 160 million yuan in dividends since its A-share listing, with 61.98 million yuan distributed in the last three years [3] Group 3: Shareholder Structure - As of June 30, 2025, the number of shareholders increased to 56,800, up 8.67% from the previous period [2] - The top ten circulating shareholders include notable funds such as Penghua Carbon Neutral Theme Mixed A and Huaxia CSI Robot ETF, with changes in their holdings noted [3]

Core Viewpoint - Yushu Technology is actively preparing for its IPO on the Sci-Tech Innovation Board, with plans to submit application materials between October and December 2025, marking a significant milestone for the company and the broader robotics industry in China [3][4]. Company Overview - Yushu Technology, established in August 2016 and headquartered in Hangzhou, specializes in high-performance quadruped robots, humanoid robots, and dexterous robotic arms, positioning itself as a globally recognized civil robotics enterprise [5]. Product Line - The company offers a range of products including: - Consumer-grade quadruped robots (Go1, Go2, A1) designed for home companionship and education [6]. - Industrial-grade quadruped robots (B1, B2) suitable for inspections and emergency rescue [6]. - General-purpose humanoid robots (H1, G1) aimed at developers for further customization [6]. - Derivative consumer products like the PUMP fitness pump [6]. Supply Chain and Partnerships - Yushu Technology has established deep collaborations with various suppliers, including: - Zhongdali De, a key supplier of precision reducers and motors, holding a 10% stake in Yushu Technology [10]. - Changsheng Bearings, providing self-lubricating bearings for humanoid robots [11][13]. - Best, a supplier of high-precision components for both Yushu Technology and Tesla robots [14][16]. - Other notable suppliers include Jiangsu Leili, providing brushless motors and gearboxes [39], and Jinfa Technology, supplying high-performance materials [29][31]. Market Context - The robotics industry is witnessing significant growth, with 75 listed companies reporting a total revenue of 582.1 billion and a profit of 30.1 billion in the first half of 2025, indicating a competitive landscape between traditional giants and AI newcomers [60].

Core Viewpoint - The stock of Ningbo Zhongdali Intelligent Transmission Co., Ltd. has shown significant performance, with a year-to-date increase of 230.47% and a market capitalization of 19.059 billion yuan as of September 30 [1][2]. Financial Performance - For the first half of 2025, the company achieved operating revenue of 516 million yuan, representing a year-on-year growth of 2.08%, and a net profit attributable to shareholders of 46.3715 million yuan, up 6.50% year-on-year [2]. - The company has distributed a total of 160 million yuan in dividends since its A-share listing, with 61.9802 million yuan distributed over the past three years [3]. Stock Market Activity - As of September 30, the stock price was 96.98 yuan per share, with a trading volume of 737 million yuan and a turnover rate of 3.90% [1]. - The stock has appeared on the "龙虎榜" (a list of stocks with significant trading activity) 17 times this year, with the most recent appearance on September 15, where it recorded a net purchase of 311 million yuan [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders increased to 56,800, with an average of 3,459 circulating shares per person, reflecting a 19.63% increase from the previous period [2]. - Notable changes in institutional holdings include a decrease in shares held by Penghua Carbon Neutral Theme Mixed A and an increase in shares held by Huaxia CSI Robot ETF [3].

8、经营范围：一般项目：电机制造；电动机制造；微特电机及组件制造；微特电机及组件销售；齿轮 及齿轮减、变速箱制造；齿轮及齿轮减、变速箱销售；轴承、齿轮和传动部件制造；轴承、齿轮和传动 部件销售；电机及其控制系统研发；工业机器人制造；工业机器人销售；汽车零部件及配件制造；汽车 零配件批发；通用设备制造（不含特种设备制造）；专用设备制造（不含许可类专业设备制造）；机械 设备研发；机械设备销售；机床功能部件及附件制造；机床功能部件及附件销售；轴承制造；轴承销 售；模具制造；模具销售；五金产品制造；五金产品批发（除依法须经批准的项目外，凭营业执照依法 自主开展经营活动）。 登录新浪财经APP 搜索【信披】查看更多考评等级 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")分别于2025年7月25日、2025年8月12日召开第三 届董事会第二十五次会议和2025年第一次临时股东会，审议通过《关于变更注册资本并修订＜公司章程 ＞的议案》（具体内容详见2025年7月26日、2025年8月13日刊登在巨潮资讯网（www.cni ...

Core Points - The company, Ningbo Zhongdali Intelligent Transmission Co., Ltd., has completed the registration change with the Ningbo Market Supervision Administration and obtained a new business license [1][3] - The registered capital of the company is now 196,527,000 RMB [1] - The company operates in various sectors including motor manufacturing, industrial robots, and automotive parts [1] Summary by Sections Business License Changes - The company has updated its business license, which now includes a unified social credit code and reflects the new registered capital [1] - The new business license indicates the company type as a joint-stock company with investments from Hong Kong, Macau, and Taiwan [1] Company Information - The legal representative of the company is Cen Guojian [1] - The company was established on August 28, 2006 [1] - The registered address is located in Cixi City, Ningbo, Zhejiang Province [1] Business Scope - The company’s business scope includes manufacturing and sales of motors, gearboxes, bearings, industrial robots, and various mechanical equipment [1]