转自：智通财经 【机器人概念异动拉升 日发精机、泰坦股份双双涨停】智通财经2月12日电，机器人概念盘中异动拉 升，日发精机、泰坦股份涨停，华依科技、模塑科技、斯菱智驱、丰立智能等跟涨。消息面上，魔法原 子、银河通用、宇树科技、松延动力4家具身智能企业于2026年1月下旬先后官宣登上央视马年春晚舞 台，创下春晚历史上机器人品牌集中亮相新纪录。 ...

业绩经营情况 经济观察网根据截至2026年2月11日的公开信息，泰坦股份（003036）近期有以下值得关注的事件动 态： 根据2025年三季报，公司前三季度营业收入为10.31亿元，同比下降16.26%；归母净利润为4211.87万 元，同比下降47.94%。业绩下滑是投资者需要关注的基本面因素之一。 近期事件 以上内容基于公开资料整理，不构成投资建议。 公司的子公司固态电池电解质项目是近期的市场焦点。根据公司在投资者互动平台的回复，该项目相关 的设备安装、人员聘任培训等筹建工作正在有序进行中。这一进展被市场解读为公司在新能源领域的布 局，并直接推动了2月5日的股价涨停。 公司状况 根据公司公告，截至2025年12月31日，累计已有360.16万元"泰坦转债"转为公司股份，占转股前总股本 的0.125%。尚未转股的可转债金额约为2.92亿元，占发行总额的98.78%，未来的转股情况可能对公司股 本产生影响。公司董事会已审议通过议案，将"杭州研发中心建设项目"达到预定可使用状态的日期由原 定的2025年11月延长至2026年5月。公司解释延期主要受外部环境及公司采取稳健投入策略影响。 ...

Core Viewpoint - The 2025 Central Economic Work Conference emphasizes promoting high-quality development of the "Belt and Road" initiative, which presents significant growth opportunities for Titan Holdings (003036.SZ) in the global textile machinery market [1] Group 1: Company Overview - Titan Holdings focuses on the research and manufacturing of high-end textile machinery, with core business areas including high-speed, automated, and intelligent textile machinery [1] - The company has developed a range of products, including spinning and weaving equipment, with several leading products ranking at the top of domestic counterparts [1] - Titan Holdings holds 166 patents and has achieved technology performance close to international advanced levels, successfully replacing imports and expanding into global markets [1] Group 2: Market Opportunities - The "Belt and Road" initiative is driving a gradient transfer of the textile industry from China to Southeast Asia, South Asia, and Central Asia, creating substantial market opportunities for textile machinery exports [2] - Titan Holdings has established a strong presence in "Belt and Road" markets, with overseas sales primarily through direct sales and agency models, focusing on countries like India and Turkey [2] - In the first half of 2025, the company's overseas revenue reached 103 million yuan, a year-on-year increase of 27.86%, demonstrating robust market expansion capabilities [2] Group 3: Competitive Advantage - The company's core competitiveness is supported by its ability to seize opportunities from the "Belt and Road" initiative, utilizing hardware support and software simulation to enhance product precision and reliability [3] - Titan Holdings has established a three-tier technical innovation development system and collaborates closely with research institutions, ensuring product stability and reliability [3] - The ongoing expansion of overseas business helps mitigate market volatility, with a focus on countries less affected by tariff conflicts, thus driving export growth [3] Group 4: Future Outlook - As the "Belt and Road" initiative enters a new stage of high-quality development, key factors such as rule alignment, long-term operations, and comprehensive performance improvement will be crucial for collaborative efforts [3] - Titan Holdings aims to continue its commitment to technological innovation, deepen its market presence along the "Belt and Road," and enhance its product development advantages to sustain overseas business growth [3]

| 证券代码：003036 | 证券简称：泰坦股份 | 公告编号：2026-001 | | --- | --- | --- | | 债券代码：127096 | 债券简称：泰坦转债 | | 浙江泰坦股份有限公司 关于 2025 年第四季度可转换公司债券转股情况公告 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。 特别提示： 1、累计转股情况：浙江泰坦股份有限公司可转换公司债券（以下简称"泰 坦转债"）于 2024 年 5 月 6 日开始转股，截至 2025 年 12 月 31 日，累计共有 3,601,600.00 元"泰坦转债"转为公司股份，因转股形成的股份数量为 270,957 股，占"泰坦转债"转股前公司已发行股份总额的 0.125%。 2、未转股可转债情况：截至 2025 年 12 月 31 日，尚未转股的"泰坦转债" 金额为 291,898,400.00 元，占"泰坦转债"发行总额的 98.78%。 3、本季度转股情况：2025 年 10 月 1 日至 2025 年 12 月 31 日期间，"泰坦 转债"因转股减少 510 张（51,000.00 元） ...

Group 1 - The core viewpoint of the article is that Titan Co., Ltd. is focusing on the research and manufacturing of high-end textile machinery and is committed to enhancing technological research and expanding into new fields [1] - The company is undertaking two new projects aimed at future technological layout, which is intended to create a new growth curve for the company [1]

Group 1 - The company Titan Holdings (stock code: 003036) responded to investor inquiries on an interactive platform, indicating that it will disclose the number of shareholders in its periodic reports as required by relevant disclosure regulations [1]

Core Viewpoint - Titan Holdings announced on November 25 that the delay in fundraising projects is a prudent strategy to protect the interests of the company and its shareholders, thereby reducing the risk associated with the use of raised funds [1] Group 1: Fundraising Strategy - The company stated that the delay in its fundraising projects is aimed at safeguarding the interests of both the company and its shareholders [1] - This approach is characterized as a relatively conservative strategy to mitigate the risks associated with the use of raised funds [1] Group 2: Project Updates - The company's textile robotics products are currently in the operational testing phase [1] - The subsidiary's solid-state battery project is progressing smoothly with all preparatory work being carried out in an orderly manner [1]

Core Viewpoint - Titan Holdings (003036.SZ) confirmed that the strategic goals for its subsidiary's solid-state battery initiative remain unchanged, with all preparatory work proceeding in an orderly manner [1] Company Summary - Titan Holdings is actively pursuing its solid-state battery strategy without any adjustments to its goals [1] - The company reported that all related preparatory activities are progressing smoothly [1] Industry Summary - The solid-state battery sector is witnessing ongoing developments, with companies like Titan Holdings maintaining their strategic focus [1] - The orderly progress in the preparatory work indicates a positive outlook for advancements in solid-state battery technology within the industry [1]

Core Viewpoint - Zhejiang Titan Co., Ltd. has announced a delay in the completion date of its "Hangzhou R&D Center Construction Project" to May 2026, while maintaining the project's implementation subject, method, content, funding purposes, and investment scale unchanged [1][4][6]. Fundraising Overview - The company issued 2.955 million convertible bonds with a total fundraising amount of RMB 295.5 million, netting RMB 289.96 million after deducting issuance costs of RMB 5.54 million [1][2]. - As of November 11, 2025, the fundraising usage and storage details were provided, indicating that the "Intelligent Textile Machinery Equipment Manufacturing Base Construction Project" was completed in June 2025 [2][3]. Delay Details - The delay in the "Hangzhou R&D Center Construction Project" was attributed to external environmental factors affecting construction progress, despite prior feasibility studies [4][5]. - The company has adopted a cautious funding strategy for the project, which has impacted the overall implementation timeline [4][5]. Measures for Completion - The company plans to use the remaining funds primarily for decoration and equipment procurement, ensuring that the project progresses in an orderly manner [5]. - Enhanced supervision of the project's construction progress will be implemented to facilitate timely completion [5]. Impact of Delay - The delay is a prudent decision based on actual construction progress and does not adversely affect the company's normal operations or shareholder interests [6][8]. Approval Process - The board of directors approved the delay during the 15th meeting of the 10th session on November 19, 2025, with unanimous support from all attending members [7][14]. - The sponsor institution confirmed that the delay complies with relevant regulations and does not harm shareholder interests [8].

Core Points - Titan Co. announced the postponement of the "Hangzhou R&D Center Construction Project" completion date to May 2026 while maintaining the original investment project parameters [2] Group 1 - The 15th meeting of the 10th board of directors was held on November 19, 2025, to review the postponement proposal [2] - The postponement does not involve changes to the project implementation entity, method, construction content, investment purpose, or investment scale [2] - The board's approval for the postponement falls within its authority and does not require shareholder meeting approval [2]