Group 1 - The core viewpoint of the article is that Xinbo Co., Ltd. (003038.SZ) has initiated collaborations with leading robotics companies in the field of joint components [2] Group 2 - Xinbo Co., Ltd. is working with Anhui Spring Intelligent Robot Co., Ltd., which focuses on robotic joint modules [2] - The company is also collaborating with Anhui Zhian Xinchuan Technology Co., Ltd., which provides solutions for intelligent and high-safety power batteries, promoting the application of electric heavy trucks' batteries across various scenarios [2]

证券代码：003038 证券简称：鑫铂股份 公告编号：2025-101 安徽鑫铂铝业股份有限公司 关于公司为子公司向银行申请授信额度提供最高额担保 的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 重要内容提示： ●无逾期对外担保。 ●本次担保属于股东会授权范围内的担保事项。 一、担保情况概述 公司于2025年3月28日召开第三届董事会第二十次会议及第三届监事会第十 九次会议，并于2025年4月18日召开2024年年度股东大会，审议通过了《关于公 司对子公司提供担保额度的议案》，同意根据子公司的业务发展和市场开拓情况， 公司拟向纳入合并报表范围内的子公司提供担保额度不超过45.00亿元人民币。 具体内容详见公司刊登在《证券时报》、《中国证券报》、《上海证券报》、《证 券日报》及巨潮资讯网（http://www.cninfo.com.cn）的《关于公司对子公司提供 担保额度的公告》（公告编号：2025-035）。 二、担保进展情况 1 公司子公司鑫铂光伏因业务发展需要向浙商银行股份有限公司合肥分行申 请开立国内信用证7,500.00万元，存入保证金2,50 ...

延期购回的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 安徽鑫铂铝业股份有限公司（以下简称"公司"或"本公司"）于近日接到公司 控股股东、实际控制人唐开健先生关于其部分股份办理了质押延期购回的通知。 具体事项如下： 证券代码：003038 证券简称：鑫铂股份 公告编号：2025-100 安徽鑫铂铝业股份有限公司 关于公司控股股东、实际控制人部分股份质押 3、唐开健先生质押股份不存在被用作重大资产重组业绩补偿等事项的担保 或其他保障用途。 4、控股股东、实际控制人不存在非经营性资金占用、违规担保等侵害上市 公司利益的情形。唐开健先生个人资信情况、财务状况正常，还款资金来源包括 薪金、分红、投资收益、其他个人收入等自有或自筹资金，具备相应的偿还能力， 其质押的股份不存在平仓或被强制过户的风险。 注：上表中数值总数与各分项数值之和尾数不符，为四舍五入原因所致。 二、控股股东股份累计质押情况 截至本公告披露日，唐开健所持质押股份情况如下： 1 股东名 称 是否为 控股股 东或第 一大股 东及其 一致行 动人 本次 质押 延期 股数 （万 股） 占其 所持 股份 ...

Core Viewpoint - Xinbo Co., Ltd. reported a decline in revenue and net profit for the first three quarters of 2025, indicating ongoing financial challenges despite previous growth in 2024 [1][2]. Financial Performance - For the first three quarters of 2025, the company achieved a revenue of 6.18 billion yuan, a slight decrease of 0.09% year-on-year [1]. - The net profit attributable to shareholders was 6.64 million yuan, down 95.12% compared to the previous year [1]. - The net profit excluding non-recurring gains and losses was -37.15 million yuan, a significant decline from 121 million yuan in the same period last year [1]. - The net cash flow from operating activities was -231 million yuan, an improvement from -628 million yuan in the previous year [1]. Historical Financial Data - In 2024, the company reported a revenue of 8.57 billion yuan, reflecting a year-on-year growth of 25.67% [2][3]. - The net profit attributable to shareholders in 2024 was 168 million yuan, a decrease of 44.32% from the previous year [2][3]. - The net profit excluding non-recurring gains and losses for 2024 was 141 million yuan, down 48.55% year-on-year [2][3]. - The net cash flow from operating activities in 2024 was -459 million yuan, showing a 28.45% improvement from -642 million yuan in 2023 [3]. Cash Flow Trends - The company has experienced negative cash flow from operating activities for four consecutive years, with figures of -384 million yuan in 2021, -338 million yuan in 2022, -642 million yuan in 2023, and -459 million yuan in 2024 [3]. Capital Raising Activities - Xinbo Co., Ltd. was listed on the Shenzhen Stock Exchange on February 10, 2021, raising a total of 481 million yuan, with a net amount of 424 million yuan after expenses [4]. - The funds raised were allocated to various projects, including 374 million yuan for a new aluminum profile project and 30 million yuan for upgrading the R&D center [4]. - In 2022, the company conducted a private placement, raising approximately 780 million yuan, with a net amount of about 769 million yuan after related expenses [4]. - In 2023, the company raised approximately 880 million yuan through another issuance, with a net amount of about 869 million yuan after expenses [5].

Core Insights - Xinbo Co., Ltd. reported that as of October 20, 2025, the total number of shareholders is 18,742 [2] Summary by Category - **Company Information** - Xinbo Co., Ltd. has a total of 18,742 shareholders as of the specified date [2] - **Investor Communication** - The company addressed investor inquiries on an interactive platform regarding shareholder numbers [2]

Core Viewpoint - Anhui Zhian Xinchuan Technology Co., Ltd. has been established with a registered capital of 50 million yuan, focusing on integrated circuit design, manufacturing, and sales [1] Company Summary - The company is involved in various aspects of integrated circuits, including design, manufacturing, and sales of integrated circuit chips and products [1] - The ownership structure indicates that the company is jointly held by Xinbo Co., Ltd. (stock code: 003038) among others [1]

Core Viewpoint - Xinbo Co., Ltd. is facing significant operational challenges, with a notable decline in revenue and net profit, alongside increasing debt levels and shareholder actions indicating a lack of confidence in the company's future performance [1][3]. Financial Performance - In the first three quarters of the year, Xinbo reported revenue of 6.18 billion, a slight decrease of 0.09% year-on-year, and a net profit of 0.07 billion, down 95.12% year-on-year, nearing a loss [1]. - The company anticipates revenue of 8.57 billion in 2024, representing a year-on-year growth of 25.67%, but expects net profit to decline by 44.32% to 0.168 billion [3]. Shareholder Actions - Major shareholders, including the controlling shareholder Tang Kaijian, have pledged 30%-70% of their shares, and there has been a significant reduction in holdings, with 2.85 million shares sold [2][3]. Debt and Financing - Since its IPO in early 2021, Xinbo has raised approximately 2.14 billion through various financing methods, yet its interest-bearing debt has surged, with short-term loans increasing from over 0.1 billion to 5.4 billion, resulting in a debt ratio exceeding 70% [3][11]. - Despite financial strain, the company has allocated 0.1 billion for share buybacks aimed at incentivizing middle and senior management [4][15]. Operational Challenges - Xinbo's operating cash flow has been negative for four consecutive years, and the company has made questionable decisions, such as acquiring assets from Chery New Energy at a 7x premium, which are barely profitable [3][12]. - The company is expanding its production capacity in the automotive lightweight sector, with a projected capacity of 400,000 to 450,000 tons across various segments by 2024 [8]. Future Prospects - The company plans to invest in new projects, including a 3.2 billion investment in a new aluminum frame project, expected to reach production in the second half of 2025 [7]. - However, the slow ramp-up of production and long lead times for major clients are hindering the expected growth in the new energy vehicle sector, adversely affecting cash flow [10].

Core Viewpoint - Xinbo Co., Ltd. is facing significant operational challenges, with a notable decline in revenue and profit margins, alongside increasing debt levels and questionable strategic decisions [2][4][5]. Financial Performance - In the first three quarters of this year, Xinbo reported a revenue of 6.18 billion, a slight decrease of 0.09% year-on-year, and a net profit of 0.07 billion, down 95.12% year-on-year, nearing a loss [2][5]. - The company anticipates a revenue of 8.57 billion in 2024, representing a year-on-year growth of 25.67%, but expects a net profit of 0.168 billion, a decline of 44.32% [5]. - Since its IPO in early 2021, Xinbo has raised approximately 2.14 billion through direct financing, yet its interest-bearing debt has surged, with short-term loans increasing from 0.188 billion at the end of 2020 to 5.395 billion by Q3 2025, resulting in a debt ratio exceeding 72.64% [5][4]. Shareholder Actions - Major shareholders, including the controlling shareholder Tang Kaijian, have significantly pledged and reduced their holdings, with a total of 2.8479 million shares sold, impacting the company's stock stability [2][3]. - Despite financial strain, Xinbo has allocated around 0.1 billion for share buybacks aimed at incentivizing a select group of middle and senior management [8][4]. Strategic Decisions - Xinbo has engaged in continuous financing for expansion, yet its operating cash flow has been negative for four consecutive years, raising concerns about its financial health [9][11]. - The company made a controversial acquisition of automotive parts assets from Chery New Energy at a 7x premium, which has drawn scrutiny given its current financial struggles [4][14]. - Xinbo is diversifying into the robotics sector, forming a joint venture with Zhongxin Technology, despite its core business facing significant challenges [14]. Production Capacity and Future Outlook - Xinbo's production capacity across various segments, including recycled aluminum and automotive lightweight components, is projected to reach between 400,000 to 450,000 tons [10]. - The company has plans for new projects, including a 3.2 billion investment in a new aluminum frame project, with expected production ramp-up in 2025 [9][11].

Group 1 - The core point of the news is that Xinbo Co., Ltd. experienced a 5.09% decline in stock price, closing at 17.71 yuan per share, with a trading volume of 283 million yuan and a turnover rate of 9.50%, resulting in a total market capitalization of 4.316 billion yuan [1] - Xinbo Co., Ltd. is located in Tianchang City, Anhui Province, and was established on August 29, 2013, with its listing date on February 10, 2021. The company's main business involves the research, production, and sales of industrial aluminum profiles, components, and building aluminum profiles [1] - The revenue composition of Xinbo Co., Ltd. is as follows: 82.48% from new energy photovoltaic, 9.17% from other sources, and 8.35% from automotive lightweighting [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under Huaxia Fund holds a significant position in Xinbo Co., Ltd. The Huaxia Low Carbon Economy One-Year Holding Mixed A Fund (015229) held 605,000 shares in the second quarter, unchanged from the previous period, accounting for 6.48% of the fund's net value, ranking as the fifth-largest heavy stock [2] - The Huaxia Low Carbon Economy One-Year Holding Mixed A Fund was established on June 28, 2022, with a current scale of 132 million yuan. Year-to-date returns are 39.85%, ranking 2041 out of 8155 in its category; the one-year return is 12.84%, ranking 5253 out of 8029; and since inception, it has incurred a loss of 12.97% [2]

Core Viewpoint - Xinbo Co., Ltd. (stock code: 003038) announced that neither the company nor its subsidiaries have overdue external guarantees or are involved in any litigation related to external guarantees, nor are they liable for any losses due to judgments against such guarantees [1] Summary by Relevant Categories - **Company Status** - Xinbo Co., Ltd. confirmed the absence of overdue external guarantees [1] - The company and its subsidiaries are not involved in any litigation concerning external guarantees [1] - There are no losses to be borne due to judgments against guarantees [1]