Core Viewpoint - The A-share venture capital concept stocks experienced a significant surge towards the end of trading, with notable stocks hitting the daily limit up [1]. Group 1: Stock Performance - Jiuding Investment (600053) and Jingtou Development (600683) both reached the daily limit up [1]. - Chuangye Heima (300688), Zhaofeng Co., Ltd. (300695), and China Baowu Steel Group (000009) also saw increases in their stock prices [1].

证券代码：300695 证券简称：兆丰股份 公告编号：2025-062 关于对外投资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。 风险提示： 1、本次对外投资所涉及的投资金额是基于当前状况并结合市场环境所拟定 的初步规划，不代表公司对未来业绩的预测，也不构成对投资者的业绩承诺。 2、本次对外投资设立的合资公司尚未完成工商登记注册手续，尚未开展业 务，短期内不会对公司当前财务数据及经营业绩产生重大影响。 3、合资公司后续经营过程中可能面临行业政策变化、市场竞争、经营管理 等因素影响，盈利能力难以预测，存在投资收益达不到预期的风险。公司将持续 关注合资公司的进展及经营情况，积极防范和控制相关风险，严格按照相关规定 履行信息披露义务，敬请广大投资者注意投资风险。 一、对外投资概述 浙江兆丰机电股份有限公司 2、企业类型：股份有限公司（非上市、自然人投资或控股） 3、统一社会信用代码：91440300MA5D95FC4R 4、法定代表人：冷晓琨 5、注册资本：6000 万元 6、注册地址：深圳市龙华区观湖街道樟溪社区观澜平安路 22 号 4 栋 ...

Core Viewpoint - Zhaofeng Co., Ltd. experienced a stock price increase of 5.38%, reaching 110.65 CNY per share, with a total market capitalization of 11.315 billion CNY as of October 22 [1] Group 1: Company Overview - Zhaofeng Co., Ltd. is located in the Xiaoshan Economic and Technological Development Zone, Hangzhou, Zhejiang Province, and was established on November 28, 2002, with its listing date on September 8, 2017 [1] - The company's main business involves the research, production, and sales of automotive wheel hub bearing units, with revenue composition as follows: wheel hub bearing units 95.64%, separation bearings 2.87%, materials and leasing 1.11%, and other components 0.38% [1] Group 2: Shareholder Information - Penghua Fund has a fund that ranks among the top ten circulating shareholders of Zhaofeng Co., Ltd. The Penghua New Energy Vehicle Mixed A Fund (016067) entered the top ten in the second quarter, holding 451,700 shares, which is 0.44% of the circulating shares [2] - The Penghua New Energy Vehicle Mixed A Fund has a current scale of 1.45 billion CNY and has achieved a year-to-date return of 68.99%, ranking 276 out of 8160 in its category [2] Group 3: Fund Manager Performance - The fund manager of the Penghua New Energy Vehicle Mixed A Fund is Yan Siqian, who has a cumulative tenure of 8 years and 8 days, managing a total fund asset size of 16.136 billion CNY [3] - During her tenure, the best fund return achieved was 306.25%, while the worst return was -0.02% [3] Group 4: Fund Holdings - The Penghua Technology-Driven Mixed Initiated A Fund (020419) also holds Zhaofeng Co., Ltd. shares, with 30,800 shares representing 3.24% of the fund's net value, ranking as the ninth largest holding [4] - This fund has a current scale of 24.7672 million CNY and has achieved a year-to-date return of 29.77%, ranking 2840 out of 8160 in its category [4]

证券日报网讯兆丰股份10月21日在互动平台回答投资者提问时表示，根据工商信息显示，乐聚智能（深 圳）股份有限公司目前已完成股份制改制，乐聚公司是否有上市计划请以其公开信息为准。目前公司已 有通过嘉兴玖兆烨熠股权投资合伙企业（有限合伙）间接参与投资乐聚公司，根据工商信息显示，玖兆 烨熠直接持有乐聚公司6.8529%的股权。后续如有开展其他业务合作，请持续关注公司相关公告。 （文章来源：证券日报） ...

Group 1 - The company signed a strategic cooperation framework agreement with Niunai Robotics (Hangzhou) Co., Ltd. on October 16, 2025, aiming to leverage each other's strengths for multi-faceted collaboration in talent, technology, and industry [1] - The company is actively promoting the expansion and deepening of its electric control-related business, with its electric control products currently achieving small batch supply [1]

Group 1: Business Expansion and Market Strategy - The company has been deeply engaged in the automotive wheel hub bearing unit sector, focusing on both domestic and international markets, with key clients including Chery, Changan, Geely, and others [3] - The company is actively expanding its international aftermarket business while optimizing customer and market structure, targeting mid-to-high-end markets in regions like the Middle East and Southeast Asia [3] - The company has successfully completed a fundraising project for an annual production capacity of 3.6 million automotive wheel hub bearing units, with funds fully utilized [4] Group 2: Production Capacity and Technological Development - The company adheres to a cautious investment and scientific layout principle in expanding production capacity, which will gradually be released as business scales up [4] - The company is advancing its electric control business in response to the rapid development of electrification, intelligence, and connectivity in the automotive industry, with small batch supply already achieved [5] - A strategic cooperation framework agreement was signed with Nuo Nai Robotics to leverage mutual strengths in talent, technology, and industry collaboration [6] Group 3: Future Strategic Planning - The company aims to strengthen its core business while expanding into international markets and domestic mainframe supply markets, focusing on increasing business scale [7] - The company is also monitoring emerging industries and market trends, planning to gradually enter fields such as humanoid robots and intelligent driving [8]

格隆汇10月21日丨兆丰股份(300695.SZ)在投资者互动平台表示，根据工商信息显示，乐聚智能（深 圳）股份有限公司目前已完成股份制改制，乐聚公司是否有上市计划请以其公开信息为准。目前公司已 有通过嘉兴玖兆烨熠股权投资合伙企业（有限合伙）间接参与投资乐聚公司，根据工商信息显示，玖兆 烨熠直接持有乐聚公司6.8529%的股权。 ...

Investment Rating - Industry Investment Rating: Overweight [1] Core Views - The price of large storage battery cells continues to rise, indicating strong demand in the energy storage sector. The domestic independent energy storage market is expected to grow due to supportive policies [5][30]. - The domestic offshore wind power sector remains in a high-growth phase, with significant projects such as the 500MW offshore wind project in Hainan officially starting construction [4][21]. - The photovoltaic industry shows stable pricing across the supply chain, with strong overseas demand supporting battery prices [3][14]. Summary by Sections Photovoltaics - The price of silicon wafers and battery cells continues to rise, while module prices remain stable. Strong overseas market demand is a key driver for the price trends [3][14]. - The Qinghai 136 document has initiated bidding for renewable energy projects, with a total mechanism electricity scale of 22.41 billion kWh [14][15]. - GCL-Poly's third-quarter profit reached 960 million yuan, showcasing resilience in a competitive environment [16]. Wind Power - The domestic offshore wind power sector is experiencing high growth, with significant projects like the 500MW offshore wind project in Yangjiang receiving preliminary approval [4][20]. - The Zhejiang offshore wind project has awarded contracts for ±500kV DC submarine and land cables, indicating ongoing investment in infrastructure [20]. Energy Storage - The average price of large storage battery cells has risen to 0.308 yuan/Wh, reflecting strong demand and supply dynamics [25][30]. - In September, the domestic energy storage market saw a significant increase in new installations, with a total of 3.08GW/9.17GWh added, marking a year-on-year growth of 205% in power and 171% in capacity [26]. - The PJM region in the U.S. faces urgent energy storage needs, requiring the deployment of 16-23GW of storage systems over the next 7 to 15 years to meet increasing load demands [27][29]. Hydrogen Energy - The green methanol project is set to receive national subsidies, with companies like Fuan Energy investing in significant production capacity [31][39]. - The hydrogen energy sector is experiencing favorable development trends, with national support for new technologies and financing becoming more accessible [39]. Electric Grid Equipment - NVIDIA's release of the 800V DC white paper highlights the need for high-voltage direct current solutions in data centers, driven by increased power density and load variability [40]. - Investment opportunities in the electric grid sector include companies involved in high-voltage direct current technology and related equipment [41]. Electric Vehicles - The government has launched a three-year plan to double charging facilities, aiming for 28 million nationwide by the end of 2027 [42][45]. - The heavy-duty truck market has seen a nearly 80% year-on-year increase in sales, indicating strong demand and market recovery [45]. Humanoid Robots - A strategic partnership between Zhaofeng and German company Neura has been established, focusing on humanoid robot technology and significant order potential [47][49]. - The humanoid robot sector is entering a phase of small-batch production, with investment opportunities in companies with new technologies and strong order visibility [50].

10月20日，兆丰股份涨5.09%，截至发稿，报107.75元/股，成交7871.32万元，换手率0.74%，总市值 110.18亿元。 资料显示，浙江兆丰机电股份有限公司位于浙江省杭州市萧山经济技术开发区桥南区块兆丰路6号，成 立日期2002年11月28日，上市日期2017年9月8日，公司主营业务涉及汽车轮毂轴承单元的研发、生产和 销售。主营业务收入构成为：轮毂轴承单元95.64%，分离轴承2.87%，材料、租赁等1.11%，其他零部 件0.38%。 从兆丰股份十大流通股东角度 截至发稿，张璐累计任职时间6年82天，现任基金资产总规模154.13亿元，任职期间最佳基金回报 118.54%， 任职期间最差基金回报-60.31%。 从基金十大重仓股角度 数据显示，永赢基金旗下1只基金重仓兆丰股份。永赢新能源智选混合发起A（015828）二季度持有股 数11.72万股，占基金净值比例为3.85%，位居第十大重仓股。根据测算，今日浮盈赚取约61.18万元。 永赢新能源智选混合发起A（015828）成立日期2022年6月17日，最新规模1964.32万。今年以来收益 17.4%，同类排名4322/8234；近一年收益 ...

浙商证券研报指出，兆丰股份与欧洲头部人形机器人公司Neura正式达成战略合作。Neura在手订单充 裕，看好公司人形机器人业务快速成长。Neura或手握约90亿元订单，Neura核心产品MAiRA是全球首 款认知协作机器人，Neura亦在2024年正式推出认知通用人形机器人4NE-1。同时其产品线还包括自主 移动平台MAV、轻量级机器人助手LARA、个人助理机器人MiPA等，覆盖工业、医疗、物流等多类场 景，客户包括川崎重工、欧姆龙等国际巨头。Neura通过全资子公司纽鼐机器人落子杭州萧山，重视公 司地域优势。关注公司对奇瑞、乐聚、开普勒等头部企业的投资逐步兑现，维持公司"买入"评级。 ...