Core Viewpoint - The company emphasizes its commitment to market value management and aims to enhance its market value through various strategic initiatives [2] Group 1: Business Strategy - The company focuses on rational business layout to improve market competitiveness [2] - It aims to promote sustainable growth in performance [2] - The company is committed to improving corporate governance and standardizing information disclosure [2] Group 2: Investor Relations - The company strengthens investor relations management to create better investment returns for investors [2]

Core Viewpoint - The establishment of a new company by Ruihu Mould is aimed at promoting the specialized development of robotics-related businesses, acknowledging that market expansion and business development will require a certain period of time [1] Group 1: Company Development - The new company's establishment is intended to enhance the professional development of robotics-related operations [1] - The company recognizes that humanoid robot components, particularly structural parts, share similarities with automotive components [1] - The industry for humanoid robots is still in its developmental phase, necessitating the accumulation and refinement of relevant technologies and experiences based on automotive components [1] Group 2: Strategic Focus - The company will continue to leverage its established brand and technological advantages in the field of intelligence to explore further development opportunities in robotics [1] - There will be ongoing attention to technological iterations and changes within the humanoid robotics industry [1]

瑞鹄模具所属申万行业为：汽车-汽车零部件-其他汽车零部件。所属概念板块包括：小盘、人工智能、 专精特新、机器人概念、小米概念等。 瑞鹄模具今年以来股价涨17.90%，近5个交易日涨5.52%，近20日跌2.24%，近60日涨10.96%。 今年以来瑞鹄模具已经1次登上龙虎榜，最近一次登上龙虎榜为5月9日，当日龙虎榜净买入785.42万 元；买入总计1.15亿元 ，占总成交额比16.17%；卖出总计1.08亿元 ，占总成交额比15.07%。 9月18日，瑞鹄模具盘中下跌2.06%，截至13:44，报40.50元/股，成交3.77亿元，换手率4.37%，总市值 84.78亿元。 截至8月29日，瑞鹄模具股东户数2.48万，较上期减少0.74%；人均流通股8435股，较上期增加0.74%。 2025年1月-6月，瑞鹄模具实现营业收入16.62亿元，同比增长48.30%；归母净利润2.27亿元，同比增长 40.33%。 资金流向方面，主力资金净流出4556.73万元，特大单买入2855.82万元，占比7.58%，卖出6242.35万 元，占比16.57%；大单买入7254.69万元，占比19.25%，卖出8424.8 ...

9月17日，瑞鹄模具涨5.04%，截至发稿，报41.86元/股，成交4.65亿元，换手率5.46%，总市值87.62亿 元。瑞鹄模具股价已经连续5天上涨，区间累计涨幅5.82%。 资料显示，瑞鹄汽车模具股份有限公司位于中国(安徽)自由贸易试验区芜湖片区银湖北路22号，成立日 期2002年3月15日，上市日期2020年9月3日，公司主营业务涉及汽车智能制造装备、轻量化零部件的开 发、设计、制造和销售。主营业务收入构成为：模检具、自动化生产线71.15%，汽车零部件及配件 26.33%，其他2.52%。 从基金十大重仓股角度 北信瑞丰中国智造主题（001829）成立日期2016年1月27日，最新规模1375.83万。今年以来收益 30.33%，同类排名2720/8172；近一年收益44.99%，同类排名3717/7980；成立以来收益53.4%。 北信瑞丰中国智造主题（001829）基金经理为于军华。 截至发稿，于军华累计任职时间10年271天，现任基金资产总规模2767.66万元，任职期间最佳基金回报 27.51%， 任职期间最差基金回报-14.8%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布 ...

Group 1: Company Performance and Growth - The company has achieved a total order backlog of 4.38 billion yuan in the automotive manufacturing equipment business as of the end of June, with additional orders in the third quarter [6] - The company is focused on the development and application of intelligent robots in the industrial sector, with products including collaborative mobile robots and NC vertical three-axis robots [2][3] - The company aims to enhance its core capabilities and overall competitiveness to improve profitability and create long-term investment value for shareholders [2] Group 2: Financial Instruments and Shareholder Actions - The company has issued convertible bonds worth 880 million yuan for expansion projects, including 200,000 sets of die-casting parts and 400,000 sets of assembly parts [3][4] - Shareholders, including major stakeholders, have been reducing their holdings based on their own business needs and financial arrangements, which does not directly impact the company's operations [5] - The company is committed to improving market value through effective business strategies and governance practices [6] Group 3: Production Capacity and Market Strategy - The first phase of the new factory for lightweight vehicle bodies and key precision forming equipment has been completed and is gradually releasing production capacity [3][4] - The company is planning capacity expansion based on industry demand and customer order situations [3] - The company is exploring opportunities in the humanoid robot sector while maintaining a focus on its core automotive manufacturing equipment business [4][5]

Core Insights - Ruihu Automotive Company reported a revenue of 1.662 billion yuan for the first half of the year, representing a year-on-year growth of 48.30% [1] - The net profit attributable to shareholders was 227 million yuan, an increase of 40.33% year-on-year [1] - The company’s gross margin for the first half of 2025 was 25.74%, up by 1.60 percentage points compared to the previous year [1] Financial Performance - The net profit margin was 15.65%, a decrease of 0.51 percentage points year-on-year [1] - Operating expenses for the first half amounted to 138 million yuan, an increase of 15.9863 million yuan compared to the same period last year [1] - The expense ratio was 8.33%, down by 2.60 percentage points year-on-year [1] Expense Breakdown - Sales expenses increased by 6.33% year-on-year [1] - Administrative expenses rose by 11.64% year-on-year [1] - Research and development expenses grew by 17.20% year-on-year, while financial expenses decreased by 3.71963 million yuan [1] Future Projections - For 2024, Ruihu Automotive is projected to achieve a revenue of 2.424 billion yuan, reflecting a year-on-year growth of 29.16% [3] - The net profit for 2024 is expected to be 350 million yuan, a significant increase of 73.20% year-on-year [3] - The basic earnings per share for 2024 is projected to be 1.70 yuan [3] Company Overview - Ruihu Automotive was established on March 15, 2002, and is located in the Wuhu area of the China (Anhui) Free Trade Pilot Zone [5] - The company specializes in the development, design, manufacturing, and sales of automotive intelligent manufacturing equipment and lightweight components [5]

Group 1: Project Progress and Business Overview - The company has completed and put into production the first phase of the lightweight body and key component precision forming equipment smart manufacturing factory project funded by convertible bonds [1] - The second phase of the lightweight component (non-ferrous casting) project has been completed and is in production, while the lightweight body component project is still ongoing with some equipment already in production [1] - The second-phase factory has already started production, contributing to capacity release [2] Group 2: Lightweight Business Planning - The product range includes aluminum alloy assemblies, three-voltage die-cast parts, integrated die-cast body structure parts, and aluminum alloy chassis components [1] - The company is focusing on market expansion around Wuhu, Hefei, and surrounding areas, leveraging existing channels and customer relationships [1] - Research and development plans include alloy material development, die-casting process development, and mold development [2] Group 3: Robotics and Automation - The company’s subsidiaries are involved in manufacturing automotive welding fixtures and flexible automated production lines [2] - The produced robots and AMR robots can adapt to dynamic scenarios and perform complex collaborative tasks [2] - The company aims to explore more development opportunities in the robotics field while maintaining focus on lightweight and smart manufacturing [2] Group 4: Cost Control and Market Strategy - The company is implementing strategies such as technological cost reduction, efficiency improvement, and upstream cost transmission to maintain market competitiveness in response to price reductions from OEMs [2] - The company’s operations are currently normal, with new business and existing orders progressing as planned [2] - The business scale for equipment is expected to further increase, while the parts business is anticipated to grow as capacity is gradually released throughout the year [2]

（文章来源：证券日报） 证券日报网讯瑞鹄模具9月10日在互动平台回答投资者提问时表示，公司截至2025年8月29日最新下发股 东名册人数为24，815户。 ...

证券日报网讯瑞鹄模具9月10日在互动平台回答投资者提问时表示，公司新能源汽车精密成形装备及轻 量化制件项目、新能源汽车轻量化零部件（有色铸造）项目二期已建成投产。 （文章来源：证券日报） ...

（文章来源：每日经济新闻） 瑞鹄模具（002997.SZ）9月10日在投资者互动平台表示，公司新能源汽车精密成形装备及轻量化制件项 目、新能源汽车轻量化零部件（有色铸造）项目二期已建成投产。 每经AI快讯，有投资者在投资者互动平台提问：公司新能源汽车紧密成形装备及轻量化制件项目6月底 已经竣工，现在全部投产了吗？另外，公司新能源汽车轻量化零部件（有色铸造）二期6月底已完成进 度85%，是否已经部分投产？整个项目计划何时竣工投产？ ...