Core Viewpoint - The robotics sector experienced a rebound during trading, with notable stock performances from various companies, indicating a positive market sentiment towards the industry [1] Company Performance - Dongbei Group reached the daily limit increase in stock price [1] - Ruineng Technology achieved a second consecutive trading limit increase [1] - Upwind New Materials and Yokogawa Precision both saw stock price increases exceeding 10% [1] - Other companies such as Sanlian Forging, Meili Technology, Sanhua Intelligent Control, and Wolong Electric Drive also experienced stock price increases [1]

Investment Rating - The investment rating for the company is "Buy" [8] Core Insights - The company has established a joint venture in Singapore with MT, holding a 40% stake, to expand into the industrial-grade drone sector and precision manufacturing [1][2] - The joint venture aims to leverage Singapore's strategic position as a global trade hub to enhance overseas business and global supply chain competitiveness [2] - The company is well-positioned to benefit from the growth in automotive intelligence and lightweighting trends, with a strong customer base including major brands like Xiaomi, Huawei, and BYD [4][5] Financial Projections - The projected net profit for the company from 2025 to 2027 is approximately 0.64 billion, 1.02 billion, and 1.46 billion CNY, representing year-on-year growth rates of 68%, 59%, and 43% respectively, with a CAGR of 57% [6] - Revenue is expected to grow from 1.027 billion CNY in 2025 to 1.531 billion CNY in 2027, with growth rates of 37% and 21% respectively [12] Business Expansion - The company is expanding into the drone sector through a 30% stake in Ningbo Lion King Technology, which focuses on intelligent unmanned aerial vehicle manufacturing [3] - The company’s product versatility and established customer relationships are expected to facilitate its entry into the robotics sector [3]

Core Viewpoint - The company Yokogawa Precision (300539.SZ) is establishing a joint venture in Singapore with MICRO-TEX PTE.LTD. to enhance its strategic layout and market competitiveness in precision manufacturing [1] Group 1: Joint Venture Details - The joint venture, named SHARP-TEX PTE.LTD. (tentative), will be established in Singapore, leveraging the location's advantages as a global trade hub [1] - Yokogawa International Holdings Ltd. will hold a 40% stake in the joint venture, while MICRO-TEX will hold 60% [1] Group 2: Investment Amount - The total investment for the joint venture is set at $23 million, with MICRO-TEX contributing $13.8 million for its 60% stake and Yokogawa International contributing $9.2 million for its 40% stake [1]

Core Viewpoint - The company, Yokogawa Precision (300539.SZ), is establishing a joint venture in Singapore with MICRO-TEX PTE.LTD. to enhance its business layout and strengthen market competitiveness [1] Group 1: Joint Venture Details - The joint venture, named SHARP-TEX PTE.LTD. (tentative), will be established in Singapore, leveraging the location's advantages as a global trade hub [1] - Yokogawa International will hold a 40% stake in the joint venture, while MT will hold 60% [1] Group 2: Investment Amount - The total investment for this joint venture is set at $23 million, with MT contributing $13.8 million for its 60% stake and Yokogawa International contributing $9.2 million for its 40% stake [1]

Group 1 - The core point of the article is that Yokogawa Precision (SZ 300539) announced the convening of its fifth board meeting on October 9, 2025, to discuss the proposal for external investment and the establishment of a joint venture [1] - For the fiscal year 2024, the revenue composition of Yokogawa Precision is as follows: injection molding products account for 90.12%, precision molds account for 6.41%, and metal parts account for 3.47% [1] - As of the report date, Yokogawa Precision has a market capitalization of 14.2 billion yuan [1]

Core Viewpoint - The company aims to enhance its business layout and market competitiveness by establishing a joint venture in Singapore with MICRO-TEXPTE.LTD. to create a precision manufacturing base [1] Group 1: Joint Venture Details - The joint venture, tentatively named SHARP-TEXPTE.LTD., will be established in Singapore, leveraging the city-state's strategic position as a global trade hub [1] - The ownership structure of the joint venture will see 横河国际 holding 40% and MT holding 60% [1]

Core Insights - The company announced the establishment of a joint venture, SHARP-TEXPTE.LTD., with MICRO-TEXPTE.LTD. in Singapore [1] - The joint venture has a registered capital of $10,000, with the company holding a 40% stake and MT holding a 60% stake [1] - The total investment amounts to $23 million, with the company investing $9.2 million and MT investing $13.8 million [1] - The investment aims to strategically position the company in precision manufacturing, serving the automotive, home appliance, and industrial drone sectors, along with the development and sales of related modules [1]

证券代码：300539 证券简称：横河精密 公告编号：2025-050 （一）本次临时董事会由董事长胡志军先生召集，会议通知于 2025 年 9 月 28 日通过电子邮件的形式送达至各位董事，董事会会议通知列明了会议的召开 时间、地点、内容和方式。 （二）本次会议于 2025 年 10 月 9 日在宁波横河精密工业股份有限公司（以 下简称"公司"）会议室召开，本次会议采用现场和通讯相结合的出席及表决方 式。 （三）本次会议应出席董事 7 人，实际出席董事 7 人。 （四）本次会议由董事长胡志军先生主持，公司监事以及高级管理人员列席 了本次董事会。 （五）本次会议召开的时间、地点、方式、主持人和表决程序等事项符合《中 华人民共和国公司法》（以下简称"《公司法》"）、《中华人民共和国证券法》 （以下简称"《证券法》"）等法律法规和《公司章程》的有关规定。 第五届董事会第七次会议决议公告 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、董事会会议召开情况 宁波横河精密工业股份有限公司 《第五届董事会第七次会议决议》； 宁波横河精密工业股份有限公司 董 事 会 2 ...

证券代码：300539 证券简称：横河精密 公告编号：2025-051 宁波横河精密工业股份有限公司 关于子公司对外投资并设立合资公司的公告 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、对外投资概述 1、基本情况 为贯彻落实战略规划与发展目标，进一步优化公司业务布局，匹配客户配套 需求并强化市场竞争优势，宁波横河精密工业股份有限公司（简称"公司"）拟 通过全资子公司横河国际控股有限公司（以下简称"横河国际"）与新加坡公司 MICRO-TEX PTE. LTD.（以下简称"MT"）在新加坡设立合资公司 SHARP-TEX PTE.LTD.（暂定名）（以下简称"合资公司"），依托新加坡作为全球贸易枢 纽的区位与平台优势，在当地战略布局精密制造基地。根据双方初步达成的合作 意向，合资公司中横河国际将持股 40%，MT 持股 60%。 2、审议程序 2025 年 10 月 9 日，公司召开了第五届董事会第七次会议，审议通过了《关 于子公司对外投资并设立合资公司的议案》。本次投资总金额 2300 万美元，其 中 MT 公司按 60%股权比例的投资金额为 1380 ...

证券之星消息，10月9日塑料板块较上一交易日上涨1.21%，横河精密领涨。当日上证指数报收于 3933.97，上涨1.32%。深证成指报收于13725.56，上涨1.47%。塑料板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300539 | 横河精密 | 52.78 | 13.07% | 24.09万 | | 12.10亿 | | 300806 | 斯迪克 | 28.75 | 9.90% | 34.84万 | | 9.93亿 | | 600143 | 金发科技 | 22.20 | 5.76% | 248.11万 | | 53.32 Z | | 605008 | 长竭昌科 | 15.83 | 5.39% | 9.82万 | | 1.55亿 | | 300995 | 奇德新材 | 49.30 | 4.67% | 3.98万 | | 1.97亿 | | 000920 | 沃顿科技 | 13.08 | 3.56% | 19.53万 | | 2.55亿 | | 68 ...