证券代码：003021 证券简称：兆威机电 公告编号：2026-012 深圳市兆威机电股份有限公司 关于境外上市外资股（H 股）调入港股通 标的证券名单的公告 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。 根据《上海证券交易所沪港通业务实施办法》和《深圳证券交易所深港通业 务实施办法》的有关规定，深圳市兆威机电股份有限公司（以下简称"公司"） 境外上市外资股（以下简称"H 股"）自 2026 年 3 月 9 日起调入沪港通及深港 通下的港股通（以下统称"港股通"）标的证券名单。 本次公司 H 股调入港股通标的证券名单后，符合条件的中国内地投资者将 可通过上海证券交易所和深圳证券交易所直接投资公司在香港联合交易所有限 公司上市的 H 股，有利于进一步扩大公司的投资者基础，并将潜在提高公司 H 股的交易流动性。 特此公告。 深圳市兆威机电股份有限公司 董 事 会 2026 年 3 月 10 日 1 ...

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。 证券代码：003021 证券简称：兆威机电 公告编号：2026-011 深圳市兆威机电股份有限公司 关于召开 2026 年第一次临时股东会的通知 一、召开会议的基本情况 1、股东会届次：2026 年第一次临时股东会 2、股东会的召集人：董事会 3、本次会议的召集、召开符合《中华人民共和国公司法》《深圳证券交易所股票上市 规则》《深圳证券交易所上市公司自律监管指引第 1 号——主板上市公司规范运作》等法律、 行政法规、部门规章、规范性文件及《公司章程》的有关规定。 4、会议时间： （1）现场会议时间：2026 年 03 月 27 日 15:00 （2）网络投票时间：通过深圳证券交易所系统进行网络投票的具体时间为 2026 年 03 月 27 日 9:15-9:25，9:30-11:30，13:00-15:00；通过深圳证券交易所互联网投票系统投票的具 体时间为 2026 年 03 月 27 日 9:15 至 15:00 的任意时间。 5、会议的召开方式：现场表决与网络投票相结合。 6、会议的股权登记日：2026 年 ...

证券代码：003021 证券简称：兆威机电 公告编号：2026-009 深圳市兆威机电股份有限公司 第三届董事会第十六次会议决议公告 （一）审议通过了《关于聘任境外会计师事务所的议案》 鉴于公司已于 2026 年 3 月 9 日在香港联合交易所主板上市，根据上市后相 关要求，公司需聘任境外会计师事务所按照相关审计准则的要求提供审计及相关 专业服务。鉴于安永会计师事务所为公司发行 H 股股票并在香港联合交易所主 板上市的申报审计机构，为保持审计工作的连续性和一致性，公司拟聘请其为公 司 2025 年度境外审计机构。 本议案以 8 票同意，0 票弃权，0 票反对获得通过。 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、董事会会议召开情况 1、深圳市兆威机电股份有限公司（以下简称"公司"）于 2026 年 3 月 6 日 以通讯方式向各董事发出公司第三届董事会第十六次会议的通知。 2、本次会议于 2026 年 3 月 9 日以通讯方式召开。 3、会议应到 8 人，亲自出席董事 8 人，会议由董事长李海周先生主持，公 司高级管理人员列席了本次会议。 4、会议召开 ...

Investment Rating - The report rates the mechanical industry as "Buy" [1] Core Insights - The excavator exports increased by 37.2% year-on-year in February, indicating sustained demand in the engineering machinery sector. The domestic sales of excavators decreased by 42%, while total excavator sales for January and February reached 35,934 units, a year-on-year increase of 13.1% [2][4] - The government work report emphasizes the acceleration of new momentum cultivation, focusing on strategic emerging industries and future industrial sectors, including integrated circuits, aerospace, and AI infrastructure [4][5] - Major tech companies, including Microsoft and Google, have committed to enhancing self-supply capabilities for power, which is expected to drive demand for AIDC power generation equipment [4][5] Summary by Sections Industry Overview - The mechanical equipment index fell by 2.51% from March 2 to March 6, underperforming the CSI 300 index, which decreased by 1.07% [6] - The mechanical industry index has increased by 59.66% since the beginning of 2025, outperforming the CSI 300 index, which rose by 21.65% during the same period [8] Sub-industry Data Engineering Machinery - In February 2026, excavator sales totaled 17,226 units, a decrease of 10.6% year-on-year, with domestic sales at 6,755 units and exports at 10,471 units [4][34] - The government report highlights the importance of fostering new industrial momentum, which includes advanced manufacturing and modern service industries [4][34] AI Infrastructure - The report recommends companies involved in AI infrastructure, such as Ice Wheel Environment and Han Zhong Precision, as potential investment opportunities [4][82] Robotics - The report suggests investing in companies like Hengli Hydraulic and Changying Precision in the robotics sector, indicating a positive outlook for this segment [4][82] Company Profit Forecasts - The report provides a detailed forecast for key companies in the mechanical sector, indicating a bullish sentiment with multiple companies rated as "Buy" [82]

Investment Rating - The report rates the mechanical industry as "Buy" [1] Core Insights - In February 2026, excavator exports increased by 37.2% year-on-year, while domestic sales decreased by 42%. The total excavator sales for January and February 2026 reached 35,934 units, a year-on-year increase of 13.1% [2][4] - The government work report for 2026 emphasizes the acceleration of new momentum cultivation, focusing on strategic emerging industries and future industries, including integrated circuits, aerospace, and AI infrastructure [4] - Major tech companies, including Microsoft and Google, have committed to enhancing self-sufficient power capabilities, indicating a growing demand for power infrastructure in the AI sector [4] Summary by Sections Industry Overview - The mechanical equipment index fell by 2.51% from March 2 to March 6, 2026, underperforming compared to the CSI 300 index, which fell by 1.07% [6] - The mechanical industry has shown a better performance since the beginning of 2025, with a cumulative increase of 59.66% compared to the CSI 300 index's 21.65% [8] Sub-industry Data Engineering Machinery - In February 2026, excavator sales totaled 17,226 units, a decrease of 10.6% year-on-year, with domestic sales at 6,755 units and exports at 10,471 units [4][34] - The report highlights the ongoing demand in the engineering machinery sector, driven by government policies aimed at fostering new economic drivers [4] AI Infrastructure - The report recommends companies involved in AI infrastructure, such as Ice Wheel Environment and Han Zhong Precision, indicating a growing market for AI-related technologies [4] Robotics - The report suggests investment in humanoid robotics companies, including Hengli Hydraulic and Changying Precision, reflecting the sector's potential for growth [4] Semiconductor Equipment - The report identifies Kory Technology as a recommended investment in the semiconductor equipment sector, indicating a focus on technological advancements [4] Renewable Energy Equipment - Companies like Aotwei and Maiwei are recommended in the photovoltaic equipment sector, highlighting the ongoing transition to renewable energy sources [4]

深圳市兆威机电股份有限公司（以下简称"公司"）正在进行发行境外上市 外资股（H 股）并在香港联合交易所有限公司（以下简称"香港联交所"）主板 挂牌上市（以下简称"本次发行并上市"）的相关工作。 证券代码：003021 证券简称：兆威机电 公告编号：2026-006 深圳市兆威机电股份有限公司 关于境外上市外资股（H 股）公开发行价格的公告 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。 深圳市兆威机电股份有限公司 董 事 会 2026 年 3 月 9 日 1 因本次拟发行的股份为 H 股，本次发行股份的认购对象仅限于符合相应条 件的境外投资者及依据中国相关法律法规有权进行境外证券投资管理的境内证 券经营机构和合格境内机构投资者及其他符合监管规定的投资者。因此，本公告 仅为 A 股投资者及时了解公司本次发行并上市的相关信息而作出，并不构成亦 不得被视为是对任何境内个人或实体收购、购买或认购公司任何证券的要约或要 约邀请。 公司已确定本次 H 股发行的最终价格为每股 71.28 港元（不包括 1%经纪佣 金、0.0027%香港证券及期货事务监察委员会交易征费、0. ...

Investment Rating - The report assigns an "Overweight" rating for the robotics industry [4]. Core Insights - The focus of the Two Sessions on humanoid robots and the acceleration of their application by companies like BMW and Samsung indicates a significant technological breakthrough and investment momentum in the industry [2][3]. - The humanoid robot sector is experiencing a surge in financing and technological advancements, with domestic companies making notable progress [2][3]. Summary by Sections Industry News and Company Developments - BMW has introduced humanoid robots in its Leipzig factory for real industrial applications, marking the first deployment in Europe for the company [6]. - Samsung plans to transform all its factories into AI-driven facilities by 2030, integrating humanoid robots into various operational processes [7]. - The Chinese government is emphasizing the importance of humanoid robots in its technology innovation strategy, with notable entrepreneurs advocating for accelerated development in this field [7][9]. Investment Dynamics - The humanoid robot sector is witnessing increased investment activity, with companies like UniX AI and Galaxy General Robotics securing significant funding rounds [11]. - Notable financing includes UniX AI's completion of nearly 300 million yuan and Galaxy General Robotics' 2.5 billion yuan funding, positioning them as leaders in the domestic humanoid robotics market [11]. Investment Recommendations - The report suggests focusing on both complete robot manufacturers and core component suppliers, highlighting specific companies for investment: 1. Actuators and Motors: Recommended companies include Zhaowei Electromechanical and Mingzhi Electric, with related firms like Weichuang Electric and Boke Co [15]. 2. Gear Reducers: Key players include Lide Harmony and Keda Li, among others [15]. 3. Sensors: Recommended companies include Amperelong and Hanwei Technology [15]. - The report notes that the robotics sector accounted for approximately 4.5% of total A-share trading volume, indicating a slight decrease in activity [13].

Investment Rating - The report assigns an "Overweight" rating to the robotics industry [27]. Core Insights - The latest embodiment intelligence model, Pi 06, has significantly improved robustness, with the number of domestic humanoid startups valued at over 10 billion increasing to six [2][4]. - Pi 06 achieved a 92% autonomous operation rate in laundry tasks and a packaging efficiency of 165 items per hour [4][6]. - Nvidia's DreamDojo model has addressed the bottleneck of insufficient operational training data for robots by utilizing a large dataset of 44,000 hours of first-person human video [4][6]. - Major financing events include AI² Robotics raising over 10 billion RMB, Qianxun Intelligent completing nearly 2 billion RMB in two rounds, and Yinshi Robotics securing several hundred million RMB [4][26]. Summary by Sections Industry News and Company Dynamics - Physical Intelligence's Pi 06 model demonstrated a 92% autonomous operation rate in a laundry setting and a packaging efficiency of 165 items per hour [6]. - Nvidia's DreamDojo model has created a comprehensive robot world model, bridging the embodiment gap through large-scale human video pre-training [6]. - Domestic companies like Yinshi Robotics and AI² Robotics are making significant strides in funding and technology development [6][26]. Investment Recommendations - Focus on robotics manufacturers and core component suppliers, including: 1. Actuators and motors: Recommended companies include Zhao Wei Electric and related firms like Weichuang Electric and Buke Co [27]. 2. Reducers: Key players include Lide Harmony and Blue Dai Technology [27]. 3. Screw components: Recommended company is Hengli Hydraulic [27]. 4. Equipment: Recommended company is Tsunami Machine Tool China [27]. 5. Sensors: Recommended companies include Anpeilong and Hanwei Technology [27]. 6. Joints: Recommended company is Changying Precision [27]. 7. Structural components: Related company is Ningbo Huaxiang [27]. 8. Complete machines: Recommended companies include UBTECH and Hangcha Group [27].

Key Points - The article discusses various significant events and developments in the tech and automotive industries, highlighting issues related to employee welfare, product safety, and financial performance of companies [5][21][27][45]. Group 1: Employee Welfare and Company Responses - A 36-year-old programmer from miHoYo died suddenly after returning to work, raising concerns about workplace pressure and employee welfare. The company stated that there was no overtime during the Spring Festival and has set up a special team to assist the family [5][6]. - miHoYo's internal communication emphasized their employee care policies, including insurance and support for the family, while disputing claims about excessive work hours [6][10]. Group 2: Automotive Industry Developments - Multiple car brands, including Lynk & Co and Zeekr, faced issues with voice commands inadvertently turning off headlights, leading to safety concerns. Lynk & Co has apologized and implemented a fix, while other brands are reviewing their systems [12][13]. - Xiaomi announced plans to rebuild its automotive safety advisory committee and establish a public safety communication mechanism to enhance vehicle safety standards [23][24]. Group 3: Financial Performance and Strategic Changes - Cambrian Technology reported its first annual profit post-IPO, with a net profit of 2.059 billion yuan and revenue of nearly 6.497 billion yuan, marking a year-on-year increase of 453% [27]. - Meizu announced a strategic shift, pausing its smartphone hardware development due to intense market competition and rising component costs, and will focus on AI-driven software products [21][22]. - Kingsoft Office reported a revenue of 5.929 billion yuan for 2025, a 15.78% increase year-on-year, with net profit reaching 1.843 billion yuan, reflecting steady growth in its AI office solutions [41][42]. Group 4: Major Investments and Market Movements - OpenAI secured a new investment round totaling $110 billion from major players like Amazon, Nvidia, and SoftBank, significantly increasing its valuation to $730 billion [45][46]. - The EU has approved new regulations to eliminate the tax exemption for small packages under 150 euros, which is expected to impact cross-border e-commerce significantly [47][48].

Core Viewpoint - Shenzhen Zhaowei Electromechanical Co., Ltd. is in the process of issuing H-shares for overseas listing on the Hong Kong Stock Exchange, with the aim of raising capital and expanding its market presence [1][2][3][4] Group 1: H-share Issuance Process - The company submitted its application for H-share issuance to the Hong Kong Stock Exchange on June 18, 2025, and updated the application on December 19, 2025 [1] - On November 21, 2025, the company received a notice from the China Securities Regulatory Commission regarding the registration of its overseas issuance [2] - The H-share prospectus was published on February 27, 2026, in compliance with applicable Hong Kong laws and regulations [3] Group 2: H-share Offering Details - The total number of H-shares for global offering is 26,748,300 shares, with 2,674,900 shares allocated for public offering in Hong Kong, representing 10% of the total offering [4] - The maximum price for the H-shares is set at HKD 73.68 per share, with the public offering expected to start on February 27, 2026, and end on March 4, 2026 [4] - The H-shares are anticipated to be listed and commence trading on the Hong Kong Stock Exchange on March 9, 2026 [4]