证券代码：002943 证券简称：宇晶股份 公告编号：2025-059 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： 1、合同类型：日常经营合同； 2、合同标的物：切片机等自动化设备、切片自动化和金刚石线生产线； 3、合同金额：2,859.68 万美元（约合人民币 20,233.41 万元）； 4、合同生效条件：自双方签字或盖章之日起生效； 5、合同履行期限：合同生效日起至合同约定的各方责任和义务履行完毕之 日止； 6、风险提示： 湖南宇晶机器股份有限公司 关于签署日常经营重要合同的自愿性信息披露公告 一、合同签署情况 （一）合同签署情况 公司作为供应方近期与海外某光伏企业（以下简称"最终客户"）及国内某 企业（以下简称"采购方"）签订三方合同。以三方签署的合同为基础，公司近 日与采购方签署了《采购合同》，合同金额为 2,859.68 万美元（约合人民币 20,233.41 万元），公司作为供应方向采购方提供切片机等自动化设备、切片自 动化和金刚石线生产线。 （二）合同主要内容 1、 合同标的物：切片机等自动化设备、切片自动化和金刚石线生产线 ...

Group 1 - The company, Yujing Co., Ltd. (002943.SZ), has recently signed a tripartite contract with an overseas photovoltaic enterprise ("end customer") and a domestic company ("purchaser") [1] - The procurement contract signed with the purchaser amounts to 28.5968 million USD [1] - The company will supply automated equipment, including slicing machines, slicing automation, and diamond wire production lines to the purchaser [1]

Group 1 - The company, Yujing Co., Ltd. (002943.SZ), has recently signed a tripartite contract with an overseas photovoltaic enterprise and a domestic company, indicating a strategic partnership in the solar energy sector [1] - The procurement contract signed with the domestic company amounts to approximately 28.6 million USD, showcasing the company's capability in providing advanced automation equipment [1] - The company will supply slicing machines, automation equipment, and diamond wire production lines as part of the contract, highlighting its role in enhancing production efficiency in the photovoltaic industry [1]

Core Viewpoint - Yujing Co., Ltd. has signed a tripartite contract with an overseas photovoltaic company and a domestic enterprise to supply automated equipment, which is expected to positively impact the company's future operating performance [1] Group 1: Contract Details - The contract amount is approximately $28.5968 million, equivalent to about RMB 202.3341 million [1] - The company will provide slicing machines, automation equipment, and diamond wire production lines as part of the agreement [1] Group 2: Financial Impact - The fulfillment of this contract is not expected to have a significant impact on the company's operating performance for the fiscal year 2025 [1] - However, it is anticipated to have a positive effect on the company's future operating results [1]

Group 1 - The A-share market showed mixed performance on December 9, with the Shanghai Composite Index down by 0.13%, while sectors such as office supplies, electronic components, and communication equipment saw gains [1] - The machine tool sector remained active, with the Machine Tool ETF (159663) rising by 0.20%. Notable individual stock performances included Ding Tai Gao Ke up by 5.35%, Xin Jie Electric up by 5.10%, and Hao Mai Technology up by 4.08% [1] Group 2 - In 2023, China's industrial robot production and sales maintained rapid growth, with cumulative production reaching 602,700 units, a year-on-year increase of 28.80%, and cumulative sales at 652,700 units, up by 42.51%, surpassing last year's total [3] - Jiang Hai Securities forecasts that domestic companies will benefit from the industry's sustained growth due to factors such as global economic recovery and increasing demand for high-precision, intelligent, and flexible production equipment [3] - The Machine Tool ETF (159663) closely tracks the China Machine Tool Index, which encompasses key areas of high-end equipment manufacturing, including laser equipment, machine tools, robots, and industrial control equipment [3]

消费电子领域，公司研发制造的高精密多线切割机及配套的金刚线产品和研磨抛光机，广泛应用于消费 电子玻璃、蓝宝石、陶瓷等硬脆材料切割、研磨、抛光等关键工序。玻璃、蓝宝石、陶瓷等硬脆材料作 为智能消费电子硬件的重要结构件部分，广泛应用于智能手机、平板电脑、智能手表、VR 眼镜、汽车 中控屏等与触控相关的电子设备中。公司拥有蓝思科技等重要客户，未来有望受益于终端产品结构件的 持续创新。半导体方面，碳化硅是第三代半导体核心材料，因其耐高温、耐高压、高频、大功率、抗辐 射等特点被广泛应用于以5G 通信、国防军工、航空航天为代表的射频领域和以新能源汽车、以"新基 建"为代表的电力电子领域。目前，碳化硅衬底行业正处于尺寸升级的关键发展阶段，行业正在由6 英 寸、8 英寸向大尺寸碳化硅衬底升级阶段，公司应用于碳化硅衬底材料加工的6-8 英寸高精密数控切、 磨、抛设备已实现批量销售，成为碳化硅衬底加工设备的主要供应商之一。 立足于高精密数控切、磨、抛设备，"设备+耗材+加工服务"协同发展：公司成立于1998 年，于2018 年 11 月29 日在深交所上市。自成立至今，公司一直专注于光伏、新能源汽车与消费电子行业的智能装备 制造 ...

Key Points - ST立方's stock will be subject to delisting risk warning and will be suspended [1] - Tongde Chemical has been listed as a dishonest executor [1] - Shengke Nano's subsidiary plans to invest approximately 500 million yuan in the "Qingdao Testing and Analysis Capability Improvement Project" [1] - Pinggao Electric has won a bid for a 773 million yuan project from the State Grid [1] - Bright Dairy intends to acquire 40% of Xiaoxiniu for about 500 million yuan [1] - Jianbang Co. plans to repurchase shares worth 15 million to 30 million yuan [1] - China Jushi's controlling shareholder plans to increase its stake by 550 million to 1.1 billion yuan [1] - Xinyuan Intelligent Manufacturing plans to raise no more than 140 million yuan through a private placement [1] - Tianfeng Securities is under investigation by the CSRC for suspected information disclosure violations [1][2]

Group 1 - The A-share market showed mixed performance on November 28, with the Shanghai Composite Index down by 0.06%, while sectors such as non-ferrous metals, agriculture, forestry, animal husbandry, and steel saw gains [1] - The machine tool sector performed strongly, with the Machine Tool ETF (159663.SZ) rising by 0.36% and several component stocks like Guoji Precision Engineering up by 6.53% and Yuhuan CNC up by 4.50% [1] Group 2 - By November 2025, leading domestic robot companies are expected to accumulate orders exceeding 2.4 billion yuan, with over 20,000 units ordered [3] - Tesla has repeatedly delayed its production targets, reducing its Q4 2025 goal from 5,000 units to 2,000-3,000 units, while domestic orders for humanoid robots are increasing [3] - The humanoid robot manufacturing is anticipated to enter a large-scale production phase in 2026, with companies like Tesla, Yushu, and Zhiyuan starting production lines [3] - The Machine Tool ETF (159663) closely tracks the China Machine Tool Index, which is crucial for high-end equipment manufacturing, covering industries such as laser equipment, machine tools, robots, and industrial control equipment [3]

Group 1 - The company, Qiaoyin Co., Ltd. (002943.SZ), has received a bid notification for an integrated service project in Laizhou City, covering urban resource management, sanitation, landscaping, and street lighting for the period of 2025 to 2028 [1] - The total bid amount for the project is approximately 146.33 million yuan over three years [1]

Core Points - Yujing Co., Ltd. emphasized its commitment to fair information disclosure for all shareholders, adhering to relevant regulations and principles [1] Group 1 - The company responded to investor inquiries on November 20, indicating that it discloses the number of shareholders at specific points in its periodic reports [1]