| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交全额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-08-01 | 300466 | 舞蹈智能 | 8.74 | 23.00 | 201.02 | | 平安证券股份有限 | | | | | | | | | 公司江苏分公司 | | 2025-08-01 | 300466 | 赛摩智能 | 8.74 | 22.90 | | 200.15 万联证券股份有限 | 平安证券股份有限 | | | | | | | | 公司广州增城荔乡 | 公司江苏分公司 | | | | | | | | 路证券营业部 | | | 2025-08-01 | 300466 | 赛摩智能 | 8.74 | 22.90 | 200.15 | 万联证券股份有限 | 平安证券股份有限 | | | | | | | | 公司广州增城荔乡 | 公司江苏分公司 | | | | | | | | 路证券营业部 | | ...

证券代码：300466 证券简称：赛摩智能 公告编号：2025-033 赛摩智能科技集团股份有限公司 关于持股5%以上股东及其一致行动人持股比例变动 触及1%整数倍的公告 股东厉达先生及其一致行动人厉冉先生、王茜女士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。 赛摩智能科技集团股份有限公司（以下简称"公司"）近日收到股东厉达先 生及其一致行动人厉冉先生、王茜女士出具的《关于持股比例变动触及1%整数倍 的告知函》。2025年6月6日至2025年7月16日，厉达先生通过集中竞价和大宗交 易合计减持5,063,000股，占公司总股本比例0.95%。本次权益变动后，厉达先生 及其一致行动人持股比例由21.91%减少至20.96%，权益变动触及1%的整数倍。 现将具体情况公告如下： 信息披露义务人 厉达、厉冉、王茜 住所 徐州经济技术开发区****** 权益变动时间 2025年7月16日 公司于2025年5月12日于巨潮资讯网披露了《关于股东减持股份 的预披露公告》（公告编号：2025-025），2025年6月6日 ...

关于持股5%以上股东及其一致行动人持股比例变动 证券代码：300466 证券简称：赛摩智能 公告编号：2025-033 赛摩智能科技集团股份有限公司 触及1%整数倍的公告 股东厉达先生及其一致行动人厉冉先生、王茜女士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。 特此公告。 赛摩智能科技集团股份有限公司 董事会 2025 年 7 月 17 日 | 1.基本情况 | | | | | | --- | --- | --- | --- | --- | | 信息披露义务人 | | 厉达、厉冉、王茜 | | | | 住所 | | 徐州经济技术开发区****** | | | | 权益变动时间 | | 2025年7月16日 | | | | 权益变动过程 | | 公司于2025年5月12日于巨潮资讯网披露了《关于股东减持股份 的预披露公告》（公告编号：2025-025），2025年6月6日至2025 年7月16日，厉达先生通过集中竞价和大宗交易合计减持 | | | | 股票简称 | | 5,063,000股，占公司总股本比例 ...

Investment Rating - The report maintains a "Positive" outlook for the machinery equipment industry [6]. Core Insights - The humanoid robot industry is on the verge of mass production, driven by hardware optimization and breakthroughs in intelligent technology. Domestic leading robot companies are expected to accelerate their listing processes, creating investment opportunities [3][9]. - Key developments include the release of advanced AI models like Grok4, which enhance the capabilities of humanoid robots, improving task understanding and execution efficiency [9]. - The report highlights the positive signals from both domestic and international markets, with significant capital inflow expected to support technological innovation and market expansion [9]. Summary by Sections Investment Recommendations and Targets - The report suggests focusing on three categories of quality targets within the industry: 1. Companies with strong ties to leading domestic and international clients and strategic positioning 2. Companies with forward-looking layouts and guaranteed mass production capabilities 3. Companies with strong cost-reduction capabilities, which are likely to benefit first during the industry's growth phase - Recommended stocks include: Wuzhou New Spring (603667, Buy), Zhenyu Technology (300953, Buy), Saimo Intelligent (300466, Not Rated), Bozhong Precision (688097, Not Rated), and Lingyi Manufacturing (002600, Buy) [3]. Industry Dynamics - The humanoid robot industry is experiencing a significant shift towards mass production, with international leaders like Figure ramping up production capabilities and reducing costs by 90% for their latest models [9][11]. - The report notes that the domestic capital market is showing positive trends, with several leading robot companies planning to go public, which will inject strong growth momentum into the industry [9][11]. Recent Developments - Key events in the humanoid robot industry include significant financing rounds and product launches, such as the completion of a 500 million yuan A-round financing by Xingdong Jiyuan and the introduction of the MagicBot Z1 by Magic Atom [11][12]. - The report also highlights the upcoming Asia-Pacific International Smart Equipment Expo and other industry conferences, indicating a growing interest and investment in the humanoid robotics sector [12].

Group 1 - The core point of the announcement is that the company has approved the establishment of a joint venture, Luoyang Saimo Kexin Co., Ltd., in collaboration with related party Luoyang Kexin Group Co., Ltd. [1] - The joint venture has completed its business registration and obtained a business license from the Luoyang Market Supervision Administration, with a registered capital of 50 million yuan [1] - The business scope of Luoyang Saimo Kexin includes various technology services, import and export activities, and manufacturing of intelligent equipment and robots [1] Group 2 - The company held its fifth board meeting on June 10, 2025, where the investment proposal was approved [1] - The joint venture was officially established on June 25, 2025, with the legal representative being Wu Hongjun [1] - The company plans to engage in a wide range of activities, including technology development, consulting, and manufacturing of various intelligent devices [1]

证券代码：300466 证券简称：赛摩智能 公告编号：2025-032 赛摩智能科技集团股份有限公司 关于与关联方共同投资设立合资公司暨关联交易的进展公告 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。 一、对外投资暨关联交易概述 赛摩智能科技集团股份有限公司（以下简称"公司"）于2025年6月10日召 开第五届董事会第八次会议，审议通过了《关于对外投资设立合资公司暨关联交 易的议案》，同意公司与关联方洛阳科创集团有限公司等共同投资设立洛阳赛摩 科创有限公司（以下简称"赛摩科创"），具体内容详见公司于2025年6月11日 在巨潮资讯网发布的《关于对外投资设立合资公司暨关联交易的公告》（公告编 号：2025-030）。 二、进展情况 近日，赛摩科创完成了工商注册登记手续，并取得了洛阳市市场监督管理局 颁发的营业执照，相关登记信息如下： 名称：洛阳赛摩科创有限公司 统一社会信用代码：91410311MAEP4X5RXM 注册资本：伍仟万圆整 类型：有限责任公司 法定代表人：吴洪军 成立日期：2025年06月25日 住所：河南省洛阳市洛龙区乐天路66号 经营范围：一 ...

Core Viewpoint - The company plans to establish a joint venture named "Luoyang Saimo Kechuang Co., Ltd." with its controlling shareholder and a private equity fund, aiming to enhance its core competitiveness in intelligent manufacturing through collaboration in automation product development and technology transfer [1][6]. Group 1: Investment Overview - The registered capital of the joint venture is set at 50 million RMB, with the company contributing 25 million RMB, representing 50% of the total capital [1]. - The joint venture will be included in the company's consolidated financial statements upon establishment [1]. Group 2: Related Party Transactions - The investment constitutes a related party transaction as it involves the company's controlling shareholder, Luoyang Kechuang Group, which is a wholly-owned subsidiary of Luoyang Guohong Investment Holding Group [2]. - The transaction has been approved by the board of directors, with related directors abstaining from voting, and does not require shareholder approval [2][7]. Group 3: Joint Venture Details - The joint venture will focus on research and development in the field of industrial automation products and technology cooperation with local research institutes [1][6]. - The governance structure includes a shareholders' meeting and a board of directors, with the company appointing three members and the controlling shareholder appointing two [5]. Group 4: Financial and Operational Impact - The investment aligns with the company's long-term strategic goals, promoting automation and intelligent development, and is expected to enhance sustainable operational capabilities and market competitiveness [6]. - The company will monitor the establishment and operation of the joint venture closely and fulfill its information disclosure obligations [6].

Core Viewpoint - The company plans to establish a joint venture named "Luoyang Saimo Science and Technology Co., Ltd." with a registered capital of 50 million yuan, aiming to enhance its competitiveness in the smart manufacturing sector through collaboration in automation product development and technology transfer [1] Investment Details - The registered capital of the joint venture is 50 million yuan, with the company contributing 25 million yuan (50%), Luoyang Science and Technology Group contributing 24.5 million yuan (49%), and Hangtou Fund contributing 500,000 yuan (1%) [1] - This investment constitutes a related party transaction but does not qualify as a major asset restructuring and is within the decision-making authority of the company's board of directors, thus not requiring shareholder approval [1] Strategic Goals - The joint venture will collaborate with local research institutes in Luoyang to focus on the research and development of automation products in the industrial sector [1] - The initiative aims to improve the conversion rate of scientific and technological achievements and accelerate the transformation and upgrading of traditional manufacturing [1]

赛摩智能科技集团股份有限公司 关于对外投资设立合资公司暨关联交易的公告 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。 一、对外投资暨关联交易概述 1、对外投资基本情况 证券代码：300466 证券简称：赛摩智能 公告编号：2025-030 赛摩智能科技集团股份有限公司（以下简称"公司"）根据发展战略及业务 需求，拟与 洛阳科创集团有限公司（公司控股股东 洛阳国宏投资控股集团有限 公司 的全资子公司，以下简称"科创集团"）、航投私募基金管理有限公司（以 下简称"航投基金"） 共同投资设立"洛阳赛摩科创有限公司"（暂定名，最 终以市场监督管理部门核准登记为准，以下简称"合资公司"），合资公司注册 资本5,000万元，各方均已自有资金现金出资；其中公司认缴出资2,500万元，占 合资公司注册资本的50%；科创集团认缴出资2,450万元，占合资公司注册资本的 49%；航投基金认缴出资50万元，占合资公司注册资本的1%。公司是合资公司的 控股股东，合资公司成立后将纳入公司合并报表范围。 合资公司将与驻洛科研院所就工业领域自动化产品研发、技术合作等开展合 作，提高科技成 ...

Core Viewpoint - The company has appointed Mr. Rong Wenxin as the new Vice President, with a term lasting until the end of the fifth board of directors [1]. Group 1: Appointment Details - The board of directors has approved the appointment of Mr. Rong Wenxin as Vice President, effective from the date of the board's resolution [1]. - Mr. Rong meets all qualifications for the position and does not fall under any disqualifications as per relevant laws and regulations [1]. Group 2: Background of Mr. Rong Wenxin - Mr. Rong was born in April 1972, is a Chinese national, and does not hold permanent residency abroad [3]. - His previous roles include Director of Marketing at Jiangsu Saimo Group from October 2006 to October 2011, and various positions at Saimo Intelligent from October 2011 to present, including overall operational management [3]. - Mr. Rong has no relationships with major shareholders or other executives, and he does not hold any shares in the company [3].