证券代码：300432 证券简称：富临精工 公告编号：2025-069 富临精工股份有限公司 2025 年第三季度报告 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。 重要内容提示： 1.董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、误导性陈述或重大 遗漏，并承担个别和连带的法律责任。 富临精工股份有限公司 2025 年第三季度报告 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息的真实、准确、完 整。 3.第三季度财务会计报告是否经过审计 □是 否 1 富临精工股份有限公司 2025 年第三季度报告 一、主要财务数据 （一） 主要会计数据和财务指标 | | | | | 单位：元 | | --- | --- | --- | --- | --- | | 项目 | 本报告期金额 | 年初至报告期期末金额 | 说明 | | | 非流动性资产处置损益（包 | | | | | | 括已计提资产减值准备的冲 | -1,999,860.44 | -3,081,324.39 | | | | ...

Core Viewpoint - Fulin Precision has seen a stock price increase of 10.88% over the past three days, closing at 19.57 CNY per share with a market capitalization of 33.46 billion CNY [1] Company Overview - Fulin Precision was established on November 10, 1997, and went public on March 19, 2015. The company is located in Mianyang, Sichuan Province, and specializes in the research, production, and sales of automotive parts and lithium battery cathode materials [1] - The revenue composition of Fulin Precision is 68.09% from lithium battery cathode materials and 31.91% from automotive engine components [1] Shareholder Information - Among the top ten circulating shareholders, a fund under CCB Fund Management, CCB New Energy Industry Stock A (009147), has increased its holdings by 1.4275 million shares, totaling 10.2598 million shares, which represents 0.61% of the circulating shares [2] - The fund has realized a floating profit of approximately 6.874 million CNY today and 19.6987 million CNY during the three-day price increase [2] Fund Performance - CCB New Energy Industry Stock A (009147) was established on June 17, 2020, with a current scale of 3.196 billion CNY. Year-to-date returns are 28.47%, ranking 2017 out of 4218 in its category, while the one-year return is 22.95%, ranking 2193 out of 3878 [2] - The fund has achieved a cumulative return of 85.08% since inception [3]

Core Viewpoint - Fulin Precision's stock has shown significant growth this year, with a year-to-date increase of 76.75%, driven by strong performance in its core business segments, particularly in lithium battery materials and automotive components [1][2]. Company Performance - As of June 30, 2025, Fulin Precision achieved a revenue of 5.813 billion yuan, representing a year-on-year growth of 61.70%, and a net profit attributable to shareholders of 174 million yuan, up 32.41% year-on-year [2]. - The company's main business revenue composition includes lithium battery materials at 68.09% and automotive engine components at 31.91% [1]. Stock Market Activity - On October 28, 2023, Fulin Precision's stock price rose by 2.06%, reaching 19.29 yuan per share, with a trading volume of 1.356 billion yuan and a turnover rate of 4.22% [1]. - The stock has seen significant trading activity, with net inflows of 52.581 million yuan from major funds and a notable presence on the "Dragon and Tiger List" with a net buy of 203 million yuan on September 30, 2023 [1]. Shareholder Information - As of June 30, 2025, the number of shareholders increased by 18.56% to 91,200, with an average of 18,541 shares held per shareholder, up 18.07% [2]. - Notable institutional shareholders include Hong Kong Central Clearing Limited and Jianxin New Energy Industry Fund, which have increased their holdings [3]. Dividend Distribution - Fulin Precision has distributed a total of 736 million yuan in dividends since its A-share listing, with 366 million yuan distributed over the past three years [3].

Core Insights - On October 22, Fulin Precision fell by 2.36% with a trading volume of 1.013 billion yuan, indicating a significant market activity [1] - The company reported a net financing outflow of 25.93 million yuan on the same day, with a total financing and securities balance of 1.273 billion yuan [1] Financing Overview - On October 22, Fulin Precision had a financing buy-in of 101 million yuan, with a current financing balance of 1.269 billion yuan, representing 4.17% of its market capitalization [1] - The financing balance is above the 90th percentile of the past year, indicating a high level of leverage [1] Securities Lending Overview - On October 22, Fulin Precision repaid 27,800 shares in securities lending and sold 200 shares, amounting to 3,560 yuan at the closing price [1] - The remaining securities lending balance was 407,800 yuan, also exceeding the 90th percentile of the past year, indicating a high level of short interest [1] Business Performance - As of June 30, Fulin Precision had 91,200 shareholders, an increase of 18.56% from the previous period, with an average of 18,541 circulating shares per shareholder [2] - For the first half of 2025, the company achieved a revenue of 5.813 billion yuan, a year-on-year increase of 61.70%, and a net profit attributable to shareholders of 174 million yuan, up 32.41% year-on-year [2] Dividend Information - Since its A-share listing, Fulin Precision has distributed a total of 736 million yuan in dividends, with 366 million yuan distributed over the past three years [2] Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders included Hong Kong Central Clearing Limited as the fifth largest shareholder, increasing its holdings by 1.4451 million shares [2] - New institutional shareholders included Southern CSI 1000 ETF and Oriental New Energy Theme Mixed Fund, indicating growing institutional interest [2]

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：300432 证券简称：富临精工 公告编号：2025-066 富临精工股份有限公司 关于控股股东部分股权解除质押的公告 2、一致行动人聂丹系富临精工董事，所持限售股股份性质为高管锁定股，其未质押股 份不涉及股份被冻结情况。 3、上表中部分合计数与各明细数相加之和在尾数上如有差异，系以上百分比结果四舍 五入所致。 富临精工股份有限公司（以下简称"公司"）于2025年10月21日收到公司控 股股东四川富临实业集团有限公司（以下简称"富临集团"）函告，富临集团将 其持有的公司部分股份解除了质押，现将具体情况公告如下： 一、股东股份解除质押基本情况 1、本次股东股份解除质押基本情况 | 股东名称 | 是否为控股 股东及其一 致行动人 | 本次解除质押 股份数量（股） | 占其所 持股份 比例 | 占公司 总股本 比例 | | 起始日 | | | 解除日期 | | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | - ...

Core Insights - Recent announcements from various embodied intelligence robot companies indicate a surge in large-scale orders from the manufacturing sector, highlighting a growing trend towards automation in factories [1][3][4] Group 1: Company Collaborations and Orders - Zhiyuan Robotics has secured a multi-billion yuan order from Longqi Technology and is collaborating with Junsheng Electronics for over 100 million yuan in procurement contracts [3] - Zhiyuan Robotics is deploying its new generation industrial interactive robot, the Zhiyuan Spirit G2, in precision manufacturing and automotive parts production [3] - Star Dust Intelligence announced a strategic cooperation with Xian Gong Intelligence for a thousand-unit humanoid robot order over the next two years [4] - Ubiquity has signed a global strategic cooperation agreement with Foxconn Cloud Intelligence to advance humanoid robot development and deployment across Foxconn's facilities from 2025 to 2027 [5] Group 2: Implementation and Application - The embodied intelligent robots are currently being tested in various manufacturing environments, including the Foton Cummins engine factory, where they assist in material handling tasks [2] - The deployment plan for these robots includes two phases: initially assisting human workers and later integrating with factory smart systems for direct task execution [2] - The robots are being utilized in diverse sectors such as 3C manufacturing and automotive manufacturing, with applications in material handling and logistics sorting [3][4] Group 3: Industry Challenges and Future Outlook - Industry experts highlight that while embodied intelligent robots show potential, challenges remain in terms of endurance, stability, and speed to meet high-intensity manufacturing demands [6][7] - The current focus should be on indoor environments with clear tasks, as this aligns better with existing technology capabilities, allowing for quicker deployment and validation of application value [6] - The industry is at a critical stage of technology validation and application promotion, with a need for scalable and sustainable commercialization strategies [7]

Group 1 - The core point of the news is that Fulin Precision has seen a stock price increase of 5.46%, reaching 18.73 CNY per share, with a trading volume of 738 million CNY and a turnover rate of 2.38%, resulting in a total market capitalization of 32.024 billion CNY [1] - Fulin Precision is located in Mianyang, Sichuan Province, and was established on November 10, 1997, with its listing date on March 19, 2015. The company specializes in the research, production, and sales of automotive parts and lithium battery cathode materials [1] - The revenue composition of Fulin Precision shows that lithium battery cathode materials account for 68.09% of total revenue, while automotive engine parts contribute 31.91% [1] Group 2 - From the perspective of major fund holdings, Changxin Fund has one fund heavily invested in Fulin Precision. The Changxin CSI 1000 Index Enhanced A (018013) held 85,400 shares in the second quarter, representing 0.89% of the fund's net value, making it the fifth-largest holding [2] - The Changxin CSI 1000 Index Enhanced A (018013) was established on April 20, 2023, with a latest scale of 55.0627 million CNY. Year-to-date, it has achieved a return of 37.26%, ranking 836 out of 4218 in its category, and a one-year return of 52.63%, ranking 552 out of 3865 [2] - The fund manager of Changxin CSI 1000 Index Enhanced A (018013) is Zuo Jinbao, who has a cumulative tenure of 10 years and 225 days, managing total assets of 1.767 billion CNY, with the best fund return during his tenure being 141.9% and the worst being -52.72% [2]

Core Viewpoint - The deployment of embodied intelligent robots, specifically Tianyi 2.0, at the Foton Cummins engine factory marks a significant step in automating material handling processes, aiming to enhance efficiency and reduce risks associated with manual labor [1][3][4]. Group 1: Robot Deployment and Functionality - Tianyi 2.0 is designed to accurately identify the position of material boxes weighing between 8 to 12 kilograms and can lift them to heights of up to 1.7 meters, reducing the risk of injury from manual handling [3][4]. - The implementation of these robots is in two phases: initially as assistants to human workers, followed by integration with the factory's smart systems for direct task execution [4][5]. - The robots are expected to improve in load capacity, operational precision, and task execution efficiency, with current handling times of 1 to 2 minutes per task [4][6]. Group 2: Industry Trends and Collaborations - Recent collaborations in the robotics sector include significant orders for humanoid robots, with companies like Zhiyuan Robotics and Yubiquitous securing multi-million dollar contracts for deployment in various manufacturing scenarios [6][8]. - The deployment of humanoid robots is expanding into sectors such as 3C manufacturing and automotive parts production, with companies like Zhiyuan Robotics and Smart Square announcing plans for large-scale implementations [6][7]. - The industry is witnessing a trend towards integrating humanoid robots into logistics and manufacturing processes, with partnerships formed to enhance operational capabilities across multiple sectors [7][8].

富临精工公告，公司董事、总经理王军于2025年10月15日至2025年10月16日通过集中竞价交易，以 18.99元/股减持15.75万股，占公司总股本0.01%；董事、副董事长兼董事会秘书李鹏程同期以19.37元/股 减持18.48万股，占公司总股本0.01%。二人合计减持34.23万股，占0.02%，本次减持计划已全部实施完 毕。 ...

证券代码：300432 证券简称：富临精工 公告编号：2025-065 富临精工股份有限公司 关于部分董事、高管减持股份实施情况的公告 公司董事、总经理王军先生及董事、副董事长兼董事会秘书李鹏程先生保证向本公 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。 公司于近日收到王军先生、李鹏程先生分别出具的《关于股份减持计划实施 完毕的告知函》，截至本公告披露日，王军先生、李鹏程先生本次减持计划已经 全部实施完毕。现将具体情况公告如下： 一、股东减持情况 | 股东名称 | 减持方式 | | 减持期间 | | | 减持均价（元/股） | 减持股数（股） | 减持比例 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 王军 | 集中竞价交易 | 2025 | 年 10 | 月 15 | 日 | 18.99 | 157,500 | 0.01% | | | | -2025 | 年 10 | 月 | 日 16 | | | | | 李鹏程 | 集中竞价交易 | 202 ...