Investment Rating - The report maintains a "Buy" rating for the automotive industry and highlights the potential of humanoid robots, recommending specific companies within this sector [5][8][41]. Core Insights - The humanoid robot sector is experiencing significant opportunities, with a notable order of 1.24 billion yuan awarded to Zhiyuan and Yushu by China Mobile, marking the highest order amount in the domestic humanoid robot industry [4][5]. - The automotive market is expected to see accelerated growth in robot application scenarios, with a focus on platform-based companies that hold competitive advantages [5][8]. - The report emphasizes the importance of intelligent vehicles and the ongoing collaboration between automotive manufacturers and technology firms like Huawei [6][7]. Summary by Sections Market Performance - The automotive sector's performance has been mixed, with the automotive index declining by 0.6%, underperforming the broader market [15][16]. - In the past year, the automotive sector has outperformed the market, with significant gains in new energy vehicles and intelligent vehicles [16][30]. Industry Data Tracking - In July, the average daily retail of passenger cars was 40,000 units, showing a year-on-year increase of 1% [36]. - The wholesale of passenger cars in the first week of July reached 233,000 units, a 39% increase compared to the same period last year [37]. Company Announcements and Industry News - Zhiyuan and Yushu's successful bid for a humanoid robot project with China Mobile is a significant development in the industry [4]. - The report highlights the launch of new models by various manufacturers, including NIO and Chery, indicating ongoing innovation in the automotive sector [60]. Recommended Stocks - The report recommends several companies for investment, including Shuanglin Co., Redik, and Jianghuai Automobile, all of which are expected to perform well in the coming years [10][43][42].

Investment Rating - Industry investment rating is "Overweight" [1] Core Viewpoints - The report highlights a new round of market momentum driven by advancements in robotics, particularly in humanoid robots, with a projected global demand of approximately 2 million units by 2030 [4][19] - Key recommended stocks include Xinjie Electric, Beite Technology, Hanwei Technology, Zhaowei Electromechanical, Hengli Hydraulic, and Nuwei Co., among others [2][4] - The report emphasizes the importance of tracking the humanoid robot sector, which is entering a critical growth phase [3][4] Summary by Sections Humanoid Robots - The humanoid robot industry is expected to see significant growth, with major projects and partnerships emerging, such as the procurement project by China Mobile for humanoid biped robots worth 124 million [9][19] - Companies like Tesla and Figure are ramping up production, with Figure planning to increase its humanoid robot output by three times in the upcoming months [10][19] Photovoltaic Equipment - The report notes an accelerated penetration of N-type technology, enhancing the competitive edge of leading companies in the sector [20] - It suggests focusing on companies that are innovating in cost-reduction technologies and expanding production capacity [20] Energy Storage - The energy storage sector is poised for growth due to favorable policies and increasing demand from both generation and user sides [20] - Key players in this space include companies involved in lithium battery systems and integrated storage solutions [20] Semiconductor Equipment - The semiconductor equipment market is projected to reach 140 billion by 2030, with a growing share from domestic manufacturers [4][20] Automation - The automation market is expected to grow significantly, with a market size of approximately 40 billion, projected to reach 55.7 billion by 2026 [4][20] Hydrogen Energy - The report highlights the potential of green hydrogen in achieving carbon neutrality, with a focus on companies that have integrated hydrogen production capabilities [21] Engineering Machinery - The report suggests monitoring leading companies in the engineering machinery sector, emphasizing those with product, scale, and cost advantages [4][20]

Group 1 - The global humanoid robot market is projected to see sales of 1.24 million, nearly 3.4 million, and over 5 million units in 2025, 2030, and 2035 respectively, with corresponding market sizes of 63.39 billion, over 640 billion, and over 4000 billion yuan [1][2] - The CAGR for humanoid robot sales from 2025 to 2030 is approximately 94%, and from 2030 to 2035 is about 71%, indicating significant growth potential in the mid to long term [1][2] - The global multi-finger dexterous hand market is expected to exceed 5 billion USD by 2030, with a CAGR of 64.6% from 2024 to 2030 [2][3] Group 2 - China is rapidly catching up in the dexterous hand market, with companies like Yinshi Robotics and Aoyi Technology showing strong competitiveness [3] - In 2024, the sales volume of dexterous hands in China is expected to be 0.57 thousand units, with a CAGR of 90% projected until 2030, reaching over 340 thousand units [2][3] - The market share of dexterous hands in North America, Europe, and Asia-Pacific in 2024 is projected to be 32.56%, 25.25%, and 37.92% respectively [3] Group 3 - Key trends in dexterous hand technology include lightweight design, high biomimicry and freedom, primarily motor-driven systems, and a shift towards direct drive and composite transmission methods [4] - Recommended stocks in the dexterous hand and related components sector include Leisai Intelligent, Shuanglin Co., Wuzhou Xinchun, and Zhenyu Technology, among others [5]

本公司及监事会全体成员保证公告内容真实、准确、完整，没有虚假记 载、误导性陈述或者重大遗漏。 一、监事会会议召开情况 宁波双林汽车部件股份有限公司（以下简称"公司"）第七届监事会第十二 次会议通知于 2025 年 7 月 9 日以电子邮件和电话方式通知了各位监事，监事会 于 2025 年 7 月 11 日上午在公司会议室举行。本次监事会应参加表决的监事 3 名，实际参加表决的监事 3 名,符合《公司法》和《公司章程》的规定。 二、监事会会议审议情况 证券代码：300100 证券简称：双林股份 公告编号：2025-067 宁波双林汽车部件股份有限公司 第七届监事会第十二次会议决议公告 自公司披露向特定对象发行股票事项以来，公司董事会、管理层及相关中介 机构一直积极推进各项相关工作。结合目前资本市场环境、公司实际情况及公司 发展规划等诸多因素的考虑，经相关各方充分沟通、审慎分析后，公司决定终止 本次向特定对象发行 A 股股票事项。具体内容详见公司同日在巨潮资讯网刊登 的《关于终止 2025 年度向特定对象发行 A 股股票事项的公告》。 表决结果：3 票赞成，0 票弃权，0 票反对。 特此公告。 宁波双林汽车部件股 ...

证券代码：300100 证券简称：双林股份 公告编号：2025-068 宁波双林汽车部件股份有限公司 关于终止 2025 年度向特定对象发行 A 股股票事项的公告 本公司及董事会全体成员保证公告内容真实、准确、完整，没有虚假记 载、误导性陈述或者重大遗漏。 宁波双林汽车部件股份有限公司（以下简称"公司"）于 2025 年 7 月 11 日 召开第七届董事会第十五次会议和第七届监事会第十二次会议，审议通过了《关 于终止 2025 年度向特定对象发行 A 股股票事项的议案》。现将相关内容公告如 下： 一、本次向特定对象发行股票事项概述 2025 年 5 月 29 日，公司召开第七届董事会第十二次会议以及第七届监事会 第九次会议，并于 2025 年 6 月 16 日召开 2025 年第二次临时股东大会，审议通 过了《关于公司 2025 年度向特定对象发行 A 股股票方案的议案》等相关议案， 上述事项的具体情况详见公司在巨潮资讯网刊登的相关公告及文件。 二、终止本次向特定对象发行股票事项的原因 1 公司生产经营和业务发展造成不利影响，不存在损害公司及全体股东，特别是中 小股东利益的情形，因此同意公司终止 2025 年 ...

二、董事会会议审议情况 证券代码：300100 证券简称：双林股份 公告编号：2025- 066 宁波双林汽车部件股份有限公司 第七届董事会第十五次会议决议公告 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。 一、董事会会议召开情况 宁波双林汽车部件股份有限公司（以下简称"公司"）第七届董事会第十五次 会议通知于 2025 年 7 月 9 日以电子邮件和电话方式通知了各位董事，董事会于 2025 年 7 月 11 日上午在公司会议室以现场结合通讯方式举行。本次董事会应参加 表决的董事 9 名，实际参加表决的董事 9 名,符合《公司法》和《公司章程》的规 定。 宁波双林汽车部件股份有限公司 董 事 会 2025 年 7 月 11 日 会议由董事长邬建斌先生主持，各董事表决通过了以下议案： 1、审议通过了《关于终止 2025 年度向特定对象发行 A 股股票事项的议案》 自公司披露向特定对象发行股票事项以来，公司董事会、管理层及相关中介机 构一直积极推进各项相关工作。结合目前资本市场环境、公司实际情况及公司发展 规划等诸多因素的考虑，经相关各方充分沟通、审慎分析后， ...

Summary of Key Points Core Viewpoint - The announcement details a change in the shareholding structure of Ningbo Shuanglin Automotive Parts Co., Ltd. due to the issuance of 4,914,197 A-shares, resulting in a dilution of the controlling shareholders' stake from 49.3741% to 48.9499% [1]. Group 1: Shareholding Changes - The total share capital of the company increased from 567,068,743 shares to 571,982,940 shares following the issuance [1]. - The controlling shareholder, Ningbo Shuanglin Group Co., Ltd., and actual controllers Wu Jianbin and Wu Weijing experienced a combined shareholding dilution of 0.4242% [1]. - Wu Jianbin's shareholding decreased from 4.5303% to 4.4914%, while Wu Weijing's shareholding decreased from 0.0296% to 0.0294% [1]. Group 2: Shareholding Structure Post-Issuance - After the issuance, Ningbo Shuanglin Group holds 25,412.70 million shares, representing 44.4291% of the total share capital [1]. - Wu Jianbin holds 2,569.00 million shares, accounting for 4.4914% of the total shares [1]. - Wu Weijing retains 16.80 million shares, which is 0.0294% of the total shares [1]. Group 3: Compliance and Regulatory Aspects - The company assures that the changes in shareholding will not affect its governance structure and ongoing operations [1]. - The announcement complies with relevant securities laws and regulations, including the Securities Law and the Management Measures for the Acquisition of Listed Companies [2][3].

Core Viewpoint - The Tesla concept sector experienced a slight decline of 0.15% with a significant capital outflow of approximately 2.92 billion [1] Group 1: Stock Performance - A total of 84 stocks within the sector saw an increase, while 113 stocks experienced a decline [1] - The top-performing stocks included: - Gongzhi Tui (11.54%) - Kelu Electronics (10.02%) - Haosen Intelligent (7.49%) - Zhongke Sanhuan (5.22%) - Hezhuan Intelligent (5.02%) - Jinli Yongci (4.48%) - China Automotive Research (4.1%) - Jinjing Technology (3.23%) - Southern Precision (3.09%) - Nanbo A (2.49%) - *ST Weier (2.38%) - Nord Shares (2.03%) - Spring and Autumn Electronics (2.02%) - Baolong Technology (1.92%) - Hengdian East Magnet (1.74%) - Galaxy Magnet (1.71%) - Paislin (1.63%) - Shida Shenghua (1.61%) - Bowei Alloy (1.4%) - Delian Group (1.38%) [1] Group 2: Declining Stocks - The stocks with the largest declines included: - Rongtai Co. (-7.53%) - Yamaton (-5.0%) - Shenghong Technology (-4.96%) - Quanfeng Automotive (-4.64%) - Shuanglin Co. (-3.99%) - Xingyuan Zhuomei (-3.36%) - Jintuo Co. (-3.08%) - Keda Li (-3.01%) - Hailian Jinhui (-2.98%) - Huafeng Superfiber (-2.86%) - Chaojie Co. (-2.74%) - Jifeng Co. (-2.66%) - Ningbo Huaxiang (-2.64%) - Changsheng Bearing (-2.54%) - Saiwu Technology (-2.34%) - Fabon Information (-2.25%) - Chaoda Equipment (-2.07%) - Lingyun Co. (-2.06%) - Sikan Technology (-1.94%) - Changhua Group (-1.86%) [1]

证券代码：300100 证券简称：双林股份 公告编号：2025-065 宁波双林汽车部件股份有限公司 关于控股股东及其一致行动人持股比例 被动稀释超过 1%整数倍的公告 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。 特别提示： 1、本次权益变动主要系宁波双林汽车部件股份有限公司（以下简称"公司"） 2024 年限制性股票激励计划公司向首次授予部分第一个归属期的激励对象定向 发行 491.4197 万股公司 A 股普通股股票，导致公司总股本由 567,068743 股增加 至 571,982,940 股，公司控股股东宁波双林集团股份有限公司（以下简称"双林 集团"）、实际控制人邬建斌、邬维静合计持股比例由 49.3741%被动稀释至 48.9499%，权益变动触及 1%整数倍。 2、本次权益变动不涉及持股数量发生变化，不涉及要约收购，不会导致公 司控股股东及实际控制人发生变化，不会影响公司的治理结构和持续经营。 公司于近日收到公司控股股东双林集团、实际控制人邬建斌先生、邬维静女 士的通知，因 2024 年限制性股票激励计划公司向首次授予部分第一个归属期的 激励 ...

证券代码：300100 证券简称：双林股份 公告编号：2025-064 宁波双林汽车部件股份有限公司 关于 2024 年限制性股票激励计划首次授予部分第一个归属期 归属结果暨股份上市的公告（回购股份） 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： 1、本次归属的激励对象总人数为 165 人，实际归属股票数量为 849.52 万股 （调整后），占归属前公司总股本 567,068,743 股的 1.50%，授予价格为 3.58 元 /股（调整后）。其中 43 人使用二级市场回购的 A 股普通股股票归属 358.1003 万 股，占公司归属前总股本的 0.63%；123 人使用定向发行的 A 股普通股股票归属 491.4197 万股，占公司归属前总股本的 0.87%（有 1 名激励对象的股份同时来源 于回购股份和新增股份，因此来源为回购股份的激励对象为 43 人，来源为新增 股份的激励对象为 123 人，与本次归属的激励对象总人数不冲突）。 2、本次归属股票上市流通日期：2025 年 7 月 10 日。 宁波双林汽车部件股份有限公司（以下简称"公司 ...