格隆汇12月1日丨永贵电器(300351.SZ)公布，控股子公司江苏永贵新能源科技有限公司（简称"江苏永 贵"）近日收到中车物流有限公司（简称"中车物流"）的一份中标通知书，中标金额合计17,899,200.00 元（含税）。 ...

Core Viewpoint - Yonggui Electric (300351) has won a bid for a battery module project from CR Logistics, amounting to 17.8992 million yuan (including tax) [1] Company Summary - Yonggui Electric's subsidiary, Jiangsu Yonggui New Energy Technology Co., Ltd., received a bid notification from CR Logistics [1] - The project involves the deep procurement of batteries for the Zhujiji Sifang project [1] - The total bid amount is 17.8992 million yuan, which is approximately 2.5 million USD [1]

南财智讯12月1日电，永贵电器公告，公司控股子公司江苏永贵新能源科技有限公司近日收到中车物流 有限公司的中标通知书，中标金额合计约1790.00万元（含税），项目为株机四方蓄电池深度集采项 目。若能够签订正式合同并顺利实施，将对公司2026年及未来年度的经营业绩产生积极影响，有助于进 一步提升公司在轨道交通领域的竞争优势。公司控股子公司与招标人不存在关联关系，上述中标对公司 业务的独立性无重大影响。上述中标项目尚未签订正式合同，合同签订及合同条款尚存在不确定性，具 体内容以最终签署的合同为准。 ...

浙江永贵电器股份有限公司 关于公司控股子公司近期收到中标通知书的公告 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。 | 证券代码：300351 | 证券简称：永贵电器 | 公告编码：2025-081 | | --- | --- | --- | | 债券代码：123253 | 债券简称：永贵转债 | | 2、公司控股子公司与招标人不存在关联关系，上述中标通知书对公司业务 的独立性无重大影响。 三、风险提示 上述中标项目尚未签订正式合同，合同签订及合同条款尚存在不确定性，具 体内容以最终签署的合同为准。敬请广大投资者谨慎决策，注意防范投资风险。 四、备查文件 1、《中标通知书》。 浙江永贵电器股份有限公司（以下简称"公司"）控股子公司江苏永贵新能 源科技有限公司（以下简称"江苏永贵"）近日收到中车物流有限公司（以下简 称"中车物流"）的一份中标通知书，中标金额合计 17,899,200.00 元（含税）， 具体情况如下： 一、中标通知书主要内容 | 招标单位 | 中标单位 | 中标项目 | 中标产品 | 中标金额（含税/元） | | --- | --- | -- ...

永贵电器公告，控股子公司江苏永贵新能源科技有限公司近日收到中车物流有限公司的一份中标通知 书，中标金额合计 1789.9万元（含税）。 ...

| 证券代码：300351 | 证券简称：永贵电器 | 公告编码：2025-080 | | --- | --- | --- | | 债券代码：123253 | 债券简称：永贵转债 | | 浙江永贵电器股份有限公司 售暨股份上市流通的提示性公告 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、经中国证券登记结算有限责任公司深圳分公司确认，本次解除限售股份 可上市流通的日期为：2025 年 11 月 24 日； 2、本次可解除限售人数：199 人； 关于 2022 年限制性股票激励计划第一类限制性股票首次授 予第三个解除限售期及预留授予第二个解除限售期解除限 3、公司 2022 年限制性股票激励计划（以下简称"《激励计划》""本次 激励计划"或"本激励计划"）本次可解除限售的第一类限制性股票共计 442,552 股，占公司当前总股本的 0.11%。其中，首次授予第三个解除限售 期可解除限售的激励对象共计 165 名，可解除限售的第一类限制性股票共 计 402,130 股；预留授予第二个解除限售期可解除限售的激励对象共计 34 名，可解除限售的第一类 ...

Core Insights - The recent surge in investments by A-share listed companies into the robotics sector indicates a significant shift towards large-scale development, moving beyond mere technological validation [1][3] - The domestic robotics industry is experiencing substantial progress in core component localization and cost reduction of key technologies, supported by favorable high-end manufacturing policies [1][5] - The collaboration among companies is becoming a mainstream trend, focusing on resource sharing and complementary strengths to explore innovative applications in robotics [2][3] Company Developments - Yunyi Electric announced a plan to invest 100 million yuan to establish a wholly-owned subsidiary, Nanjing Yunyi Robot Co., Ltd., leveraging its expertise in controller technology to expand into robotics [1] - Ruide Intelligent plans to invest 10 million yuan to increase its stake in Shenzhen Yutuo Intelligent Co., Ltd., a leader in the power plant robotics sector, enhancing its technological capabilities in the field [2] - Yonggui Electric signed a framework cooperation agreement with Zhiyuan Innovation to explore applications of connectors and harnesses in humanoid robots, aiming for mutual benefits through resource sharing [2] Market Dynamics - The global robotics market is projected to reach $27.64 billion in sales by 2024 and is expected to grow to $81.56 billion by 2031, with a compound annual growth rate (CAGR) of approximately 18% from 2025 to 2031 [4] - The continuous release of market demand is providing strong momentum for industry growth, supported by a collaborative ecosystem among policy, market, and technology [5] Technological and Ecological Support - The trend of cross-industry technology reuse is gaining traction, with companies like BYD transferring automotive technology to robotics, while others like Yunyi Electric extend their existing technological foundations into the robotics sector [5] - The synergy between policy, market, and technology is establishing a robust foundation for the robotics industry, with clear development directions outlined by national policies [5] Challenges Ahead - Despite the promising outlook for the robotics industry, challenges remain, including ongoing R&D in core technologies, performance improvements in key components, and the need for standardized industry practices [6] - The shortage of multi-disciplinary talent and the need for enhanced supply chain collaboration are significant hurdles that could impact the pace of project advancement [6]

Core Insights - The rail transit equipment sector experienced a decline of 0.69% on November 14, with Yonggui Electric leading the drop [1][2] - The Shanghai Composite Index closed at 3990.49, down 0.97%, while the Shenzhen Component Index closed at 13216.03, down 1.93% [1] Sector Performance - The rail transit equipment sector saw mixed performance among individual stocks, with notable gainers including: - Keanda (002972) at 12.62, up 1.53% with a trading volume of 41,600 shares and a turnover of 52.53 million yuan - Yan'ao Co. (300923) at 27.91, up 1.49% with a trading volume of 14,500 shares and a turnover of 40.28 million yuan - Jinxi Chassis (600495) at 5.30, up 1.34% with a trading volume of 295,800 shares and a turnover of 156 million yuan [1] Major Decliners - Major decliners in the sector included: - Yonggui Electric (300351) at 18.23, down 4.95% with a trading volume of 269,700 shares and a turnover of 497 million yuan - Times New Materials (600458) at 13.55, down 2.38% with a trading volume of 116,900 shares and a turnover of 160 million yuan - China CNR (601766) at 7.74, down 1.40% with a trading volume of 803,700 shares and a turnover of 625 million yuan [2] Capital Flow - The rail transit equipment sector saw a net outflow of 301 million yuan from institutional investors, while retail investors contributed a net inflow of 280 million yuan [2][3] - Notable capital movements included: - Times Electric (688187) with a net inflow of 14.55 million yuan from institutional investors - Bidetech (605298) with a net inflow of 8.40 million yuan from institutional investors [3]

Core Insights - Yonggui Electric has entered into a strategic partnership with Zhiyuan Robotics to explore the application of connectors and harnesses in humanoid robots, aiming for mutual development and innovation in both fields [1][2]. Group 1: Strategic Partnership - The framework agreement between Yonggui Electric and Zhiyuan Robotics focuses on leveraging each company's core strengths for resource sharing and complementary advantages [1]. - The partnership aims to accelerate the commercial application of humanoid robots in connector intelligent manufacturing and industry applications [1][2]. Group 2: Financial Performance - In the first three quarters of this year, Yonggui Electric achieved a revenue of 1.586 billion yuan, representing a year-on-year growth of 15.68% [2]. - The company has secured an intention order of 1.944 billion yuan for a project involving the production of 9.12 million sets of vehicle-mounted connectors, indicating strong demand in the automotive sector [2]. Group 3: Future Developments - The strategic cooperation agreement is a framework and does not involve specific transaction amounts; further details will depend on subsequent agreements and negotiations [3]. - The specific cooperation content and related agreements will be determined in future formal agreements, highlighting the uncertainty in the project's progression [3].

Core Viewpoint - Zhejiang Yonggui Electric Co., Ltd. (hereinafter referred to as "Yonggui Electric") has announced a strategic cooperation with Zhiyuan Innovation (Shanghai) Technology Co., Ltd. (hereinafter referred to as "Zhiyuan Robot") to explore the application of connectors and harnesses in humanoid robots and vice versa [2][3] Group 1: Strategic Cooperation Details - The framework cooperation agreement aims to leverage the core strengths of both parties for resource sharing and complementary advantages, focusing on the commercial application of humanoid robots in connector intelligent manufacturing [2][3] - Specific cooperation will include the application of humanoid robots in connector manufacturing and collaboration on core components of humanoid robots, with plans to establish project teams for related component development [3] Group 2: Company Background and Financial Performance - Yonggui Electric is headquartered in Tiantai County, Zhejiang Province, with core businesses covering the research, manufacturing, and sales of electrical connectors, connector components, and precision intelligent products [3] - In the first three quarters of this year, Yonggui Electric achieved operating revenue of 1.586 billion yuan, a year-on-year increase of 15.68% [3] - The company has entered the supply chains of leading automotive companies such as BYD, Geely, Great Wall, and Honda, with an annual production project of 9.12 million vehicle-mounted connectors having received an intended order of 1.944 billion yuan [3]