（编辑 袁冠琳） 证券日报网讯 新兴装备9月30日在互动平台回答投资者提问时表示，公司主营业务是以伺服控制技术为 核心的航空装备产品的研发、生产、销售及相关服务，公司产品可广泛应用于直升机、固定翼飞机和无 人机等航空装备领域。根据行业主管部门保密要求和信息披露的相关规定，公司对相关信息需履行保密 义务。 ...

Group 1 - The core focus of the company is on the research and development of intelligent robots, specifically humanoid robots [1] - The company's subsidiary, Beijing Changxing Power Robot Technology Co., Ltd., is leading these R&D efforts [1]

Core Viewpoint - The announcement highlights the upcoming expiration of the first employee stock ownership plan of Beijing Xinxing Oriental Aviation Equipment Co., Ltd., which is set to end on March 31, 2026, and outlines the current status and future arrangements regarding the plan [1][2][4]. Group 1: Employee Stock Ownership Plan Status - The first employee stock ownership plan was approved on March 16, 2022, and involved the transfer of 4.020048 million shares to the plan's account [2][3]. - As of the announcement date, the plan holds 237,276 shares, representing 0.20% of the company's total share capital [3]. Group 2: Future Arrangements - The management committee will decide on the handling of shares based on market conditions and the management mechanism of the employee stock ownership plan [4]. - The plan will adhere to trading regulations and will not trade shares during specific blackout periods, including 15 days before annual and semi-annual reports and 5 days before quarterly reports [5]. Group 3: Plan Duration and Changes - The plan has a duration of 48 months, starting from the date of the last stock transfer to the plan's account, and can be extended with the approval of two-thirds of the plan holders [6][8]. - The plan will automatically terminate upon expiration unless extended or if all shares are sold [7][8].

证券代码：002933 证券简称：新兴装备 公告编号：2025-036 北京新兴东方航空装备股份有限公司 关于公司第一期员工持股计划存续期即将届满的提示性公告 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。 北京新兴东方航空装备股份有限公司（以下简称"公司"）于 2022 年 2 月 28 日召开第三届董事会第二十八次会议、第三届监事会第十九次会议，并于 2022 年 3 月 16 日召开 2022 年第一次临时股东大会，审议通过了《关于<公司第一期 员工持股计划（草案）>及其摘要的议案》《关于<公司第一期员工持股计划管 理办法>的议案》等相关议案，同意公司实施第一期员工持股计划，具体内容详 见 公 司 分 别 于 2022 年 3 月 1 日 、 2022 年 3 月 17 日 在 巨 潮 资 讯 网 （www.cninfo.com.cn）披露的相关公告。 2、公司第一期员工持股计划第一个锁定期已于 2023 年 3 月 31 日届满，具 体内容详见公司于 2023 年 4 月 1 日在巨潮资讯网（www.cninfo.com.cn）披露的 《关于公司第一期 ...

Group 1 - The company, New Emerging Equipment (002933.SZ), focuses on the research, production, sales, and related services of aviation equipment products centered around servo control technology [1] - The company's products are widely applicable in the aviation equipment sector, particularly in areas such as servos and generators, which can be utilized in the drone industry [1]

格隆汇9月9日丨新兴装备(002933.SZ)在互动平台表示，公司目前不涉及半导体方面的研发。有关机器 人业务的相关信息，请以公司子公司北京长兴动力机器人科技有限公司正式发布的信息为准。 ...

Core Viewpoint - The report highlights the rapid growth of the special robot industry, with a projected global market size of $14 billion in 2024 and a compound annual growth rate (CAGR) of 20.68% over the past five years, expected to reach $15.4 billion by 2025 [1][3]. Industry Overview - Special robots are designed to replace or assist humans in dangerous, heavy, or complex tasks, significantly improving efficiency and safety [2]. - These robots are highly specialized and intelligent, equipped with advanced sensors, processors, communication technologies, and algorithms for efficient autonomous or remote operations [2]. - The special robot market in China is projected to reach 24.6 billion yuan in 2024, with a CAGR of 27.17% over the past five years, expected to grow to 27.1 billion yuan by 2025 [3]. Investment Trends - The special robot sector is attracting increasing attention from investment institutions, with a rise in the number of related companies being registered annually [4]. - In 2024, there were 30 investment events in China's special robot sector, amounting to 2.752 billion yuan, with 14 events and 681 million yuan in the first quarter of 2025 [5]. - The number of registered special robot companies peaked in 2023 at 24,600, indicating a transition from rapid growth to high-quality development [5]. Company Developments - **Jingye Intelligent**: Launched the "Wolf 2" product, a quadruped robot designed for high-risk nuclear industry applications, successfully completing test flights and inspections [6]. - **Construction Industry**: Focused on integrating mechanization, information technology, and intelligence in product development, while also transitioning towards the new energy vehicle sector [7]. - **Yijiahe**: Developed a product system combining high-value special robots and intelligent operation tools, expanding collaborations across various industries [8]. - **New Equipment**: Engaged in high-end equipment manufacturing, focusing on military and civilian applications of intelligent special equipment [8]. - **Zhaowei Electromechanical**: Introduced an industrial-grade product featuring unique single-joint drive technology, suitable for various complex operational environments [9]. - **CITIC Heavy Industries**: Developed an intelligent explosion-proof robot, recognized as a "national manufacturing single champion," with some firefighting robots already exported [9]. - **Robots**: Successfully applied a mud retrieval robot in nuclear decommissioning, reducing environmental safety risks [9].

Core Insights - The company reported a total revenue of 191 million yuan for the first half of 2025, a decrease of 10.82% year-on-year, while the net profit attributable to shareholders increased by 52.51% to 15.65 million yuan [1] - The gross margin improved significantly by 47.26% to 35.78%, and the net margin increased by 119.09% to 9.22% [1] - The company’s financial health shows a decrease in cash assets by 42.25% to 433 million yuan, while accounts receivable increased by 11.46% to 368 million yuan [1][2] Financial Performance - Total revenue for 2025 was 191 million yuan, down from 214 million yuan in 2024, reflecting a decline of 10.82% [1] - Net profit attributable to shareholders rose to 15.65 million yuan from 10.26 million yuan, marking a growth of 52.51% [1] - The company’s gross margin reached 35.78%, up from 24.29%, indicating a year-on-year increase of 47.26% [1] - The net margin improved to 9.22% from 4.21%, a significant increase of 119.09% [1] Cost and Efficiency - Total selling, administrative, and financial expenses amounted to 28.99 million yuan, accounting for 15.17% of revenue, which is a 29.39% increase year-on-year [1] - The company’s earnings per share (EPS) increased to 0.13 yuan from 0.09 yuan, reflecting a growth of 44.44% [1] - The operating cash flow per share improved to -0.20 yuan from -0.45 yuan, a 55.19% increase [1] Debt and Asset Management - The company’s cash assets decreased by 42.25% to 433 million yuan, while interest-bearing liabilities remained relatively stable at 410 million yuan, showing a slight increase of 0.17% [1][2] - Accounts receivable increased by 11.46% to 368 million yuan, raising concerns about the collection efficiency as the ratio of accounts receivable to profit reached 1947.62% [3]

Core Insights - The company, Beijing Xinxing Dongfang Aviation Equipment Co., Ltd. (referred to as "Xinxing Equipment"), reported its semi-annual results for 2025, showing a revenue of 191 million yuan, a year-on-year decrease of 10.82%, while net profit attributable to shareholders increased by 52.51% to 15.65 million yuan [2] Company Overview - Xinxing Equipment focuses on the research, development, production, sales, and related services of aviation equipment products, with servo control technology as its core [2] - The main products of Xinxing Equipment are categorized into airborne equipment and technical services, applicable to helicopters, fixed-wing aircraft, and drones, positioning the company within the high-tech electromechanical integration sector [2] Market Position - Xinxing Equipment holds a leading position in the domestic helicopter market with its airborne suspension/launch devices and aircraft information management and recording systems [2] - The company has a first-mover advantage in certain helicopter models, maintaining a dominant market share with its airborne suspension/launch devices and aircraft information management systems [2] Technological Expertise - Since its establishment, Xinxing Equipment has concentrated on the development and application of servo control technology, undertaking several national key high-tech projects, which contributes to its strong technical foundation and extensive application experience in the aviation equipment sector [2] - The company is recognized as one of the most competitive enterprises in the field of airborne suspension/launch devices for helicopters in China [2]

Group 1 - The company, Emerging Equipment, reported a revenue of approximately 191 million yuan for the first half of 2025, representing a year-on-year decrease of 10.82% [1] - The net profit attributable to shareholders of the listed company was approximately 15.65 million yuan, showing a year-on-year increase of 52.51% [1] - The basic earnings per share were 0.13 yuan, reflecting a year-on-year increase of 44.44% [1] Group 2 - The pet industry is experiencing significant growth, with a market size of 300 billion yuan, leading to a surge in stock prices for related listed companies [1]