| | | 10月以来签订重大合同/协议个股涨幅排行 | | | | --- | --- | --- | --- | --- | | 代码 | 简称 | | 重大合同公告日 公告以来累计涨跌幅(%) 总市值(亿元) | | | 301292 | 海科新源 | 2025/10/23 | 179.83 | 171.82 | | 603268 | *ST松发 | 2025/10/14 | 47.29 | 659.16 | | 002240 | 盛新锂能 | 2025/11/1 | 40.90 | 328.87 | | 301617 | 博苑股份 | 2025/10/15 | 24.08 | 121.35 | | 301279 | 金道科技 | 2025/10/30 | 22.97 | 37.36 | | 603169 | 兰石重装 | 2025/10/30 | 19.48 | 131.41 | | 688411 | 海博思创 | 2025/11/13 | 14.63 | 650.55 | | 002256 | 兆新股份 | 2025/11/8 | 13.57 | 76.77 | | 000892 | 欢瑞世纪 | ...

海博思创11月13日发布公告称，与宁德时代签订《战略合作协议》。11月13日，该股"20cm"强势涨 停，11月14日，该股盘中最高涨幅超过10%，截至收盘，其股价小幅上涨。 近70只个股10月以来经营有"大动作" 当上市公司经营有"大动作"，比如签订重大合同，或与知名企业开展战略合作之时，市场会将其视为经 营发展的利好消息，股价也会有所反应。据证券时报·数据宝统计，根据公告梳理，自今年10月份以 来，A股市场签订战略合作协议，或签订重大合同（或经营合同）的个股接近70只。 从行业分布来看，这些个股广泛分布于18个行业，机械设备、电力设备、建筑装饰、汽车行业个股数量 居前，其中机械设备行业及电力设备行业均有10余只个股。 具体来看，机械设备行业的宏英智能发布公告，全资子公司宏英新能源与中海海洋建设工程发展有限公 司、内蒙古银河电力安装工程有限公司组成联合体，与民乐县卓航新能源开发有限公司签署了《民乐县 二期350MW/700MWh独立储能电站项目工程PC总承包合同》，合同总价款为6.16亿元，合同内容涵盖 储能系统、储能升压站等。 海科新源与昆仑新材签署《战略合作暨原材料供货协议》。协议约定，在本协议有效期内 ...

Core Viewpoint - Reddick's stock has experienced a significant increase of 147.43% year-to-date, but has recently faced a decline in the short term, with a drop of 3.68% over the last five trading days and 12.20% over the last twenty days [1]. Financial Performance - For the period from January to September 2025, Reddick achieved a revenue of 805 million yuan, representing a year-on-year growth of 56.52%. The net profit attributable to shareholders was 138 million yuan, reflecting a year-on-year increase of 48.02% [2]. - Since its A-share listing, Reddick has distributed a total of 231 million yuan in dividends, with 108 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, Reddick had 12,600 shareholders, an increase of 30.29% from the previous period. The average number of circulating shares per shareholder was 9,481, which decreased by 23.25% [2]. - Among the top ten circulating shareholders, Penghua Carbon Neutral Theme Mixed A (016530) ranked as the fifth largest, holding 3.31 million shares, a decrease of 1.15 million shares compared to the previous period [3]. Stock Market Activity - On November 14, Reddick's stock price fell by 2.00%, trading at 56.28 yuan per share, with a total transaction volume of 13.87 million yuan and a turnover rate of 0.20%. The company's total market capitalization stood at 7.507 billion yuan [1]. - The net outflow of main funds was 3.0046 million yuan, with large orders accounting for 6.32% of purchases and 27.99% of sales [1].

Core Insights - Zhejiang Leiaorobot Co., Ltd. has been established with a registered capital of 100 million yuan, focusing on the development and manufacturing of various types of robots, including service robots, special operation robots, and industrial robots [1][2]. Company Information - The company is registered in Hangzhou, Xiaoshan District, Zhejiang Province, and operates under the specialized equipment manufacturing industry [2]. - The legal representative of the company is Shen Renrong, and it is classified as a limited liability company with a natural person investment [2]. - The business scope includes research and development of intelligent robots, manufacturing of service and special operation robots, industrial robot manufacturing, and development of artificial intelligence application software [1][2]. Shareholding Structure - The company is co-held by Hangzhou Redick Energy Technology Co., Ltd. and Shanghai Aoyi Information Technology Co., Ltd. [3]. - Redick (300652.SZ) is one of the key shareholders, indicating a strategic interest in the robotics sector [3].

Core Insights - The company has established strong partnerships with various clients in the humanoid robotics industry, both domestically and internationally, due to its extensive experience and technological advantages in the machining sector [2] Group 1 - The company has a long-standing expertise in the machining field, which has contributed to its competitive edge [2] - The company maintains good cooperative relationships with numerous clients in the humanoid robotics industry [2] - Client privacy and confidentiality agreements limit the disclosure of specific details regarding these partnerships [2]

（文章来源：证券日报） 证券日报网讯雷迪克11月12日在互动平台回答投资者提问时表示，滚珠丝杠及行星滚柱丝杠作为核心精 密传动部件，在汽车行业中逐步应用。在线控转向和线控制动系统中，公司生产的滚珠丝杠产品主要用 于提升系统的操控精准性与响应可靠性，从而为高级辅助驾驶乃至无人驾驶功能提供关键的硬件支持。 ...

Core Insights - Zhejiang Lei'ao Robot Co., Ltd. has been established with a registered capital of 100 million RMB, focusing on the research and development of intelligent robots and manufacturing of service consumer robots and special operation robots [1][1][1] Company Information - The legal representative of Zhejiang Lei'ao Robot Co., Ltd. is Shen Renrong [1] - The company is co-owned by Shanghai Aoyi Information Technology Co., Ltd. and Leedek (300652) [1]

Group 1 - Longjian Co., Ltd. won a bid for a highway maintenance project in Heilongjiang with a contract value of 483 million yuan, accounting for 2.64% of the company's expected revenue for 2024 [1] - Transsion Holdings plans to issue H-shares and list on the main board of the Hong Kong Stock Exchange [1] - Good Home's controlling shareholder intends to reduce its stake by up to 2.7%, equivalent to no more than 39.4468 million shares [1][2] Group 2 - Xinhua Insurance reported a cumulative premium income of 181.973 billion yuan from January to October, representing a year-on-year growth of 17% [2][4] - Zhejiang Jiaokao is part of a consortium that plans to bid for a new urbanization project with an estimated total investment of 11.103 billion yuan [4] Group 3 - Changchun High-tech received approval for clinical trials of a vaccine for adolescents and adults [6] - XinNuoWei's application for the listing of Pertuzumab injection has been accepted, targeting HER2-positive breast cancer [8] - Dash Smart won a bid for an intelligent project at the new Huanggang Port inspection building, valued at 55.056 million yuan, which is 1.74% of its expected revenue for 2024 [8] Group 4 - Electronic City is involved in a lawsuit for debt recovery, with the amount in dispute estimated at 777 million yuan [9] - Haibo Technology signed a strategic cooperation agreement with CATL for a cumulative procurement of no less than 200 GWh of electricity from 2026 to 2028 [10] Group 5 - Renfu Pharmaceutical's HW231019 tablets have entered the second phase of clinical trials for postoperative pain relief [11] - Tonghua Dongbao received a drug registration certificate for Aspart Insulin injection from the Dominican Republic [11] Group 6 - Shaanxi Construction reported winning major projects worth a total of 1.016 billion yuan in October [12] - Fuzhou Environmental Protection plans to change its stock name to "Fuzhou Technology" [12] Group 7 - Panlong Pharmaceutical's gel patch for knee osteoarthritis has received approval for clinical trials [15] - Zhongyida's application for a specific stock issuance has been terminated by the Shanghai Stock Exchange [16] Group 8 - Zhizhong Home's controlling shareholder reduced its holdings of convertible bonds by 905,000 units, accounting for 13.51% of the total issued [19] - Haibo Co., Ltd. plans to establish a subsidiary with an investment of 1 billion yuan for high-end component projects [21] Group 9 - Caina Co. plans to use 57 million yuan of idle funds to purchase structured deposits [23] - Zhendong Pharmaceutical's new drug for acute ischemic stroke has entered the IIa phase of clinical trials [25] Group 10 - Weiman Sealing's overseas subsidiary plans to lease a factory in Saudi Arabia for 5 years at a total rent of approximately 54.039 million yuan [26] - Yiling Pharmaceutical's application for Memantine Hydrochloride has been approved for market entry [28] Group 11 - Dongfang Zhizao plans to acquire 70% of Saifu Machinery for 27.4887 million yuan [30] - JianKai Technology's actual controller intends to transfer 3% of the company's shares through inquiry [31] Group 12 - Rejing Bio plans to repurchase shares worth between 100 million and 200 million yuan [32] - Bangji Technology has decided to terminate a major asset restructuring project due to failure to reach an agreement [34] Group 13 - Huadong Pharmaceutical's application for the marketing license of a new drug has been accepted [36] - Zhonggu Logistics' shareholder plans to reduce its stake by up to 3% [38] Group 14 - Bohui Innovation's subsidiary received approval for a clinical trial of a vaccine for invasive infections [40] - Shannon Chip's shareholder pledged 0.27% of the company's shares for financing [42] Group 15 - Shanghai Petrochemical appointed a new general manager [44] - Jiaojian Co. plans to reduce the holdings of some directors and executives by up to 0.35% [46] Group 16 - Weiting Electric plans to raise no more than 300 million yuan through a private placement [47] - Zhongjin Irradiation plans to invest approximately 200 million yuan in an electronic accelerator manufacturing project [49] Group 17 - Tongxing Technology signed a framework agreement to invest 3.2 billion yuan in a sodium battery project [50] - Hongri Da plans to establish a subsidiary focused on semiconductor packaging [51] Group 18 - Shanghai Kaibao's new drug for acute ischemic stroke has received approval for clinical trials [53] - Yitong Century announced a change in its control structure, becoming a company without a controlling shareholder [55]

Core Viewpoint - The strategic cooperation agreement between Hangzhou Redik Energy Technology Co., Ltd. and Shanghai Aoyi Information Technology Co., Ltd. aims to establish a joint venture focused on the research and application of robotic dexterous hands and related components [1][2]. Group 1: Joint Venture Details - The joint venture, Zhejiang Lei Ao Robotics Co., Ltd., will have a registered capital of 100 million yuan, with Redik contributing 90 million yuan (90%) and Aoyi contributing 10 million yuan (10%) [1]. - After the completion of this transaction, the joint venture will become a subsidiary of Redik and will be included in the company's consolidated financial statements [1]. Group 2: Company Backgrounds - Aoyi Technology specializes in the research and development of neural interfaces and robotics technology, producing products such as intelligent bionic hands and wearable exoskeleton devices, primarily targeting the medical rehabilitation and robotics sectors [1]. - Redik's main business involves the research, production, and sales of automotive bearings, with a strong foundation in the automotive parts manufacturing industry [1]. Group 3: Strategic Collaboration - The collaboration will leverage Redik's expertise in automotive parts manufacturing and quality control, alongside Aoyi's capabilities in electronic control and robotic components, to enhance technology development, market expansion, and supply chain integration [2]. - The partnership aims to provide comprehensive solutions from dexterous hands to robotic systems, thereby increasing customer loyalty and the value of individual components [2].

Core Insights - Zhejiang Lei'ao Robot Co., Ltd. has been established with a registered capital of 100 million RMB, focusing on the development and manufacturing of various types of robots [1] Company Information - The legal representative of the company is Shen Renrong [2] - The company is co-owned by Shanghai Aoyi Information Technology Co., Ltd. and Leedick (300652) [1] - The company is registered as a limited liability company with a focus on the manufacturing of computer, communication, and other electronic equipment [2] Business Scope - The business scope includes research and development of intelligent robots, manufacturing of service consumer robots, special operation robots, industrial robots, and development of artificial intelligence application software [2]