公司股东共青城清墨创业投资合伙企业（有限合伙）保证向本公司提供 的信息内容真实、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：2025-030 深圳市兆威机电股份有限公司 （股） 例 上述减持计划，自本公告披露之日起 15 个交易日后的 3 个月内进行（即 2025 年 6 月 5 日—2025 年 9 月 4 日）。 公司于近日收到股东清墨投资出具的《关于减持所持深圳市兆威机电股份有 限公司股份的减持计划告知函》，现将具体情况公告如下： 深圳市兆威机电股份有限公司（以下简称"公司"）的股东共青城清墨创业 投资合伙企业（有限合伙）（以下简称"清墨投资"）持有公司股份 24,640,000 股，占公司总股本比例 10.26%，计划通过集中竞价及/或大宗交易的方式，预计 减持公司股份不超过 3,603,052 股，不超过公司总股本的 1.50%。其中：采取集 中竞价交易方式减持，在任意连续 90 个自然日内，减持股份总数不得超过公司 股份总数 1%；采取大宗交易方式减持，在任意连续 90 个自然日内，减持股份总 数不得超过公司股份总数的 0.5%。 致。 ...

Company Announcements - Zhaowei Electromechanical plans to reduce its shareholding by no more than 1.5%, equating to approximately 3.6 million shares [1] - China CNR Corporation has signed several major contracts totaling approximately 54.74 billion yuan, representing about 22.2% of its expected revenue for 2024 [2] - Yunnan Copper is planning to acquire a 40% stake in Liangshan Mining, leading to a temporary suspension of its stock [2] - Sunshine Nuohua intends to acquire 100% of Langyan Life, with its stock set to resume trading [3] - Wolong Materials is planning to issue H-shares and apply for a listing on the Hong Kong Stock Exchange [3] - Hanyu Pharmaceutical has signed a joint development agreement for a novel peptide drug targeting metabolic diseases [3] - Lijun Co. confirms that its operations are normal and there are no undisclosed significant matters [3] Investments & Acquisitions - China Medical plans to acquire 100% of Jinsui Technology for 302 million yuan [4] - Shuangyi Technology intends to acquire 100% of Marky Industries for 18 million AUD, along with specific assets [5] Strategic Partnerships - Sileck has signed a strategic cooperation agreement with Lihua Power for the development of large cylindrical batteries [6] - Hongchang Technology plans to invest 15 million yuan in a humanoid robot industry chain company [7] - Macroview Technology is establishing a wholly-owned subsidiary focused on artificial intelligence [8] - Yihua Jiaye has signed a strategic cooperation framework agreement with Hanyu Pharmaceutical and Hanyu Health to develop a sleep health ecosystem [9] - Wanda Film is investing in Lezi Tiancheng and will engage in strategic cooperation in IP toy product development [10] Shareholding Changes - Tiandi Online's controlling shareholder is transferring 6.97% of its shares to introduce a strategic investor [12] - Longjiang Transportation plans to reduce its shareholding by no more than 3% [13] - Boyun New Materials intends to reduce its shareholding by no more than 3% [14] - Tongrun Equipment's major shareholder plans to reduce its stake by no more than 2% [15] Financing & Capital Increase - Tangyuan Electric plans to raise no more than 864 million yuan through a private placement [16] - Shangsheng Electronics intends to issue convertible bonds to raise up to 330 million yuan [17] Other Developments - Xianju Pharmaceutical has obtained a domestic production registration certificate for Dydrogesterone tablets [18] - Rongchang Bio has received a clinical trial application acceptance notice for its antibody-drug conjugate RC278 [19] - Jiangsu Leili's subsidiary Dingzhi Technology is implementing a stock incentive plan [20]

上述减持计划，自本公告披露之日起 15 个交易日后的 3 个月内进行（即 2025 年 6 月 5 日—2025 年 9 月 4 日）。 公司于近日收到股东清墨投资出具的《关于减持所持深圳市兆威机电股份有 限公司股份的减持计划告知函》，现将具体情况公告如下： 证券代码：003021 证券简称：兆威机电 公告编号：2025-030 深圳市兆威机电股份有限公司 关于公司股东减持股份的预披露公告 公司股东共青城清墨创业投资合伙企业（有限合伙）保证向本公司提供 的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 特别提示： 深圳市兆威机电股份有限公司（以下简称"公司"）的股东共青城清墨创业 投资合伙企业（有限合伙）（以下简称"清墨投资"）持有公司股份 24,640,000 股，占公司总股本比例 10.26%，计划通过集中竞价及/或大宗交易的方式，预计 减持公司股份不超过 3,603,052 股，不超过公司总股本的 1.50%。其中：采取集 中竞价交易方式减持，在任意连续 90 个自然日内，减持股份总数不得超过公司 股份总数 1%；采取 ...

兆威机电（003021）公告，公司股东共青城清墨创业投资合伙企业计划通过集中竞价及/或大宗交易方 式，预计减持公司股份不超过360.31万股，不超过公司总股本的1.50%。减持期间为自公告披露之日起 15个交易日后的3个月内进行。 ...

机构调研榜单中，共有161家公司获20家以上机构扎堆调研。兆威机电最受关注，参与调研的机构达到 332家；联影医疗被285家机构调研，榜单中排名第二；华勤技术、百济神州等分别被278家、251家机构 调研。 机构调研次数来看，曼卡龙机构调研最为密集，共获机构5次调研。雅戈尔、伟星股份等机构调研也较 为密集，分别被机构调研4次、3次。 数据宝统计，20家以上机构扎堆调研股中，近5日资金净流入的有57只，盛和资源近5日净流入资金2.59 亿元，主力资金净流入最多；净流入资金较多的还有焦点科技、祥鑫科技等，净流入资金分别为1.84亿 元、1.84亿元。 市场表现上，机构扎堆调研股中，近5日上涨的有118只，涨幅居前的有莱绅通灵、海能技术、欧陆通 等，涨幅为22.46%、17.16%、16.88%；下跌的有42只，跌幅居前的有容百科技、弘景光电、晶丰明源 等，跌幅为8.49%、8.29%、7.89%。（数据宝） 近5日机构调研股一览 | 证券代码 | 证券简称 | 机构调研次数 | 机构家数 | 最新收盘价（元） | 其间涨跌幅（%） | 行业 | | --- | --- | --- | --- | --- | -- ...

Summary of Key Points from Conference Call Records Industry Overview - The humanoid robot industry is experiencing rapid iteration and policy catalysis, with Tesla's robot updates potentially creating structural investment opportunities. The enhancement of algorithm intelligence is a significant factor, and domestic advancements from companies like Huawei are noteworthy [1][2][3]. - The robot sector has shown strong rebounds since late April, driven by rapid hardware and software iterations, government support, and an increase in players and product launches [2][5]. Company-Specific Developments UBTECH Robotics - UBTECH leads in the humanoid robot field with over 15 industrial scene partnerships. The first order from Dongfeng Limited was for 20 units, totaling over 10 million yuan. The company expects to deliver 300-500 industrial robots this year, with a production capacity of 1,000 units. The new Work S2 model features autonomous battery swapping, enabling 24-hour operation and cost efficiency [1][3]. Zhaowei Electromechanical - Zhaowei will launch a new generation of dexterous hands in May-June, optimizing structure and motor solutions to reduce size, weight, and cost, thereby enhancing product competitiveness [1][4]. Keda Li - Keda Li has partnered with Taiwan's Amlit to focus on reducers, launching lightweight and fully sealed integrated products. The company anticipates exponential revenue growth this year, with a current valuation of less than 20 times earnings [1][10]. Hengli Hydraulic - Hengli has invested approximately 1.5 billion yuan in a linear actuator project, with total investments potentially reaching 2 billion yuan. The company has developed a cost-effective solution for robot screw applications, maintaining costs under 1,000 yuan [1][19][21]. - The company is also expanding its global production capacity, with a factory in France and plans for North American production to cater to humanoid robot clients [20][21]. Heng Erda - Heng Erda acquired German grinding machine company SMS for 850,000 euros. SMS specializes in high-precision CNC grinding machines and has a strong market position in the thread grinding sector [24][25]. Tongkun Co. - Tongkun focuses on specialty fibers, expanding into aramid and aramid paper businesses. The demand for ultra-high molecular weight polyethylene (UHMWPE) ballistic materials is surging, with overseas inquiries increasing significantly. The company expects profits from its main business to exceed 200 million yuan this year [1][17][18]. New Era Energy - New Era Energy has seen a threefold increase in electric heavy truck battery tray data in the first four months of 2025, with expected profits between 250 million to 300 million yuan. The company is also expanding into the robotics sector through acquisitions [11]. Market Dynamics - The rapid iteration of products by both domestic and international companies, including Tesla's third-generation robot updates and Huawei's supply chain advancements, is expected to drive the industry forward [2][5][6]. - The upcoming events hosted by UBTECH, such as the robot fighting competition and humanoid robot sports event, are anticipated to boost technological advancements and showcase industry confidence [2][3]. Investment Opportunities - The overall robot sector remains a strong thematic investment area, with numerous catalysts expected throughout the year, including product launches and technological advancements [2][6]. - Companies like Keda Li and Tongkun are highlighted as undervalued investment opportunities due to their innovative products and market positioning [10][18]. Conclusion - The humanoid robot industry is poised for significant growth, driven by technological advancements, strategic partnerships, and increasing market demand. Companies that adapt quickly and innovate will likely capture substantial market share and investment interest in the coming years [1][2][3].

2025.05. 11 本文字数：2500，阅读时长大约4分钟 作者 | 第一财经 曹璐 美国"对等关税"政策发酵，全球贸易格局继续调整，成为资本市场近期关注的焦点。Wind数据显 示，截至5月9日，近一个月来机构调研热度飙升，2210家上市公司迎来3068次调研，以区间18个交 易日计算，平均每天有超过170次调研。 这轮调研热潮中，电子、机械设备、医药生物等三大板块成为机构重点关注的领域。立讯精密 （002475.SZ）、水晶光电（002273.SZ）等公司吸引超300家机构扎堆调研。此外，机构投资者在关 注企业财报业绩的同时，也重点聚焦了关税冲击下的海外布局、成本转嫁策略等关键问题。 "财报季后和增量政策空窗期，仍建议关注具有产业进展的科技方向。"金鹰基金权益研究部金达莱对 第一财经表示，AI应用、人形机器人、智能驾驶等新质生产力方向近期已有所反弹，随着财报落 地，AI大模型产业进展或带动其再度有所表现，日历效应下利于节后资金回流和科技成长风格的估 值修复。 近一个月3068次调研 针对关税影响问题，该公司在调研中表示，目前市场上更多的是情绪上的恐慌，但从企业实际经营的 角度来看，大多数出口美国的终端产 ...

Group 1 - Several A-share companies, including Heng Rui Medicine and Ningde Times, have recently announced their successful completion of the Hong Kong Stock Exchange listing hearing, indicating a growing interest in the "A+H" listing model among A-share companies [1][2] - The "A+H" listing model is gaining popularity due to the establishment of a fast track for high market capitalization A-share companies by the Hong Kong Stock Exchange and the Hong Kong Securities and Futures Commission, which injects strong momentum into the development of the Hong Kong IPO market [1][6] - As of May 8, over 150 companies are in the queue for listing on the Hong Kong Stock Exchange, including more than 20 A-share companies such as Heng Rui Medicine and Ningde Times [2] Group 2 - The internationalization strategy is a key driver for many A-share companies choosing to list in Hong Kong, with Heng Rui Medicine aiming to enhance its global brand influence and optimize its capital structure through this listing [3][4] - Companies like Zhongwei Co. and Hehui Optoelectronics are also pursuing Hong Kong listings to accelerate their international strategies and enhance their overseas financing capabilities [4][5] - The first quarter of 2025 saw a strong performance in the Hong Kong IPO market, with 15 IPOs completed, raising approximately HKD 18.6 billion, positioning it as the fifth largest exchange globally [6][7] Group 3 - The "A+H" listing model is particularly appealing, with 12 new applications in the first quarter of 2025 compared to only 2 in the fourth quarter of 2024, indicating a significant increase in interest [7] - The industrial market accounts for about 50% of the companies currently processing "A+H" listing applications, while healthcare and consumer goods sectors represent 22% and 14% respectively [7] - Deloitte predicts around 80 new stocks will be listed in the Hong Kong market in 2025, with expected financing between HKD 130 billion to 150 billion, primarily from large A-share companies and leading domestic enterprises [7]

| 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 300750 | 宁德时代 | 2.50 | 0.80 | 75562.67 | | 300568 | 星源材质 | 9.53 | 9.54 | 20648.95 | | 300274 | 阳光电源 | 2.98 | 2.63 | 16278.79 | | 688556 | 高测股份 | 20.02 | 8.11 | 14290.13 | | 002560 | 通达股份 | 9.99 | 12.05 | 13282.80 | | 300870 | 欧陆通 | 2.32 | 5.45 | 9261.16 | | 300751 | 迈为股份 | 6.96 | 6.45 | 9039.35 | | 601012 | 隆基绿能 | 1.13 | 0.88 | 8760.28 | | 002851 | 麦格米特 | 3.43 | 9.16 | 8730.97 | | 300763 | 锦浪科技 | 3.95 | 4.68 | 6992.70 | | 60335 ...

Investment Rating - The report maintains an "Accumulate" rating for the company [1][4][6] Core Views - The company has shown steady growth in revenue and net profit for 2024, with revenue reaching RMB 1.52 billion, a year-on-year increase of 26.4%, and net profit of RMB 225 million, up 25.1% [4][9] - The launch of the innovative dexterous hand product with 17 degrees of freedom is expected to be a significant growth driver for the company [4][9] - The company is actively building a "1+1+1" vertical collaborative innovation system and a "dual-wheel drive" development model to enhance R&D and market synergy [4][9] Financial Summary - The company is projected to achieve net profits of RMB 262 million, RMB 329 million, and RMB 406 million for the years 2025, 2026, and 2027 respectively, with corresponding earnings per share of RMB 1.09, RMB 1.37, and RMB 1.69 [6][8] - The revenue forecast for 2025 is RMB 1.85 billion, reflecting a growth rate of 21.5% [8][9] - The EBITDA for 2025 is estimated at RMB 312 million, with a projected EBITDA margin improvement [8][9] Business Development - The company is focusing on the automotive sector, collaborating with major clients like Bosch and BYD to provide advanced automotive components [9] - In the consumer and medical technology sectors, the company is offering competitive solutions in AR&VR, smart home devices, and medical equipment [9] - The company aims to accelerate the commercialization of its next-generation dexterous hand modules and optimize hardware materials and design [9]