Group 1 - The company primarily collaborates with major automotive manufacturers in North America and Europe, as well as the top 100 global automotive parts suppliers (Tier One) [2] - The company's main clients include various types of powertrains [2]

| 证券代码：300707 | 证券简称：威唐工业 | 公告编号：2026-004 | | --- | --- | --- | | 债券代码：123088 | 债券简称：威唐转债 | | 无锡威唐工业技术股份有限公司 关于使用暂时闲置募集资金进行现金管理的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误 导性陈述或重大遗漏。 无锡威唐工业技术股份有限公司（以下简称"公司"）于2025年4月25日召开的第四 届董事会第二次会议审议通过了《关于使用暂时闲置募集资金进行现金管理的议案》， 同意公司及子公司在确保不影响募集资金投资项目建设和公司正常生产经营的前提下使 用不超过人民币2亿元的暂时闲置募集资金进行现金管理，使用期限自董事会审议通过之 日起12个月内有效，在授权额度和期限内资金可循环滚动使用；在上述额度、期限范围 内，授权董事长行使该项投资决策权并签署相关合同文件，由财务负责人负责具体组织 实施。保荐机构对该事项出具了核查意见， 具体内容详见公司刊登于中国证监会指定的创 业板信息披露网站巨潮资讯网披露的《关于使用暂时闲置募集资金进行现金管理的公告》 （公告编号：2025- ...

Group 1 - The automotive parts sector experienced a decline of 1.21% on January 28, with Weitang Industrial leading the drop [1] - The Shanghai Composite Index closed at 4151.24, up 0.27%, while the Shenzhen Component Index closed at 14342.9, up 0.09% [1] - Notable gainers in the automotive parts sector included Liangyu Co., which rose by 10.00% to a closing price of 131.67, and Qingdao Double Star, which increased by 9.95% to 6.74 [1] Group 2 - Weitang Industrial saw a significant drop of 13.00%, closing at 19.88, with a trading volume of 378,800 shares and a transaction value of 779 million [2] - The automotive parts sector experienced a net outflow of 3.574 billion in main funds, while retail investors saw a net inflow of 2.824 billion [2] - The top net inflows from retail investors included Qingdao Double Star with 92.09 million, while significant outflows were noted in companies like Feilong Co. with a net outflow of 158 million [3]

Investment Rating - The report maintains a "Buy" rating for the automotive industry, particularly focusing on humanoid robots and aerospace sectors [2][10]. Core Insights - The humanoid robot market is expected to significantly drive the demand for rotary transformers, with a projected market size of 6.15 billion yuan by 2030 and 47.1 billion yuan by 2035, reflecting a CAGR of 85.9% from 2026 to 2035 [4][27]. - The aerospace sector is also experiencing growth, with satellite launches increasing rapidly, leading to a forecasted rotary transformer market size of 700 million yuan by 2030 and 1.8 billion yuan by 2035, with a CAGR of 22.7% from 2026 to 2035 [5][30]. Summary by Sections 1. Humanoid Robots and Aerospace Driving Rotary Transformer Market - Rotary transformers are well-suited for humanoid robots due to their strong shock resistance and durability, making them ideal for complex operational environments [4][24]. - The market for rotary transformers in humanoid robots is expected to surpass traditional markets, as they replace encoders in robotic joints [27]. 2. Market Performance of Humanoid Robots - The humanoid robot sector is anticipated to see a substantial increase in market size, driven by the need for high reliability and longevity in robotic joints [4][27]. - The report highlights the importance of rotary transformers in enhancing the performance of humanoid robots, particularly in their joints and dexterous hands [27]. 3. Market Performance of Aerospace Sector - The report notes a significant increase in satellite launches, with SpaceX planning to launch 42,000 satellites by 2033, which will boost the demand for rotary transformers in satellite attitude and orbit control systems [5][30]. - The rotary transformer market in the aerospace sector is projected to grow steadily, with increasing applications in satellite systems [30]. 4. Industry Data Tracking - The global rotary transformer market is expected to grow from approximately 4.445 billion yuan in 2024 to 11.851 billion yuan by 2031, with a CAGR of 15.3% from 2025 to 2031 [33]. - The automotive sector's rotary transformer market is projected to grow from 1.334 billion yuan in 2024 to 3.555 billion yuan by 2031 [33]. 5. Company Announcements - The report emphasizes the rapid growth of domestic companies like Yingshuo Technology, which has captured a significant market share in the rotary transformer sector, particularly in the new energy vehicle market [44][61]. - Yingshuo Technology's revenue has shown a CAGR of 176.6% from 2020 to 2022, with a strong focus on the new energy vehicle sector [44][55].

Core Viewpoint - Weitang Industrial (300707.SZ) expects a net profit attributable to shareholders of 33 million to 42 million yuan for 2025, representing a year-on-year growth of 58.17% to 101.31% [1] Group 1: Financial Performance - The net profit after deducting non-recurring gains and losses is projected to be between 33 million and 42 million yuan, indicating a growth of 93.47% to 146.24% compared to the previous year [1] - The company has improved its profitability by enhancing inventory and accounts receivable management [1] Group 2: Market Expansion - During the reporting period, the company continued to deepen its expansion into the North American and European markets, leading to an increase in revenue from automotive stamping mold business compared to the previous year [1] Group 3: Financial Management - The company experienced a gain from foreign exchange due to fluctuations in the RMB exchange rate, resulting in a decrease in financial expenses compared to the same period last year [1] - The expected amount of non-recurring gains and losses attributable to shareholders is approximately -20,000 yuan [1]

Core Viewpoint - Weitang Industrial (300707) has shown significant stock performance with a closing price of 22.94 yuan, marking a 14.81% increase from the previous trading day, and a total market capitalization of 4.05 billion yuan [1] Group 1: Stock Performance - The stock opened at 20.33 yuan, reached a high of 23.98 yuan, and a low of 19.97 yuan during the trading session [1] - The trading volume was 9.98 billion yuan, with a turnover rate of 31.28% [1] Group 2: Financial Forecast - Weitang Industrial has released its 2025 annual performance forecast, estimating a net profit attributable to shareholders of 33 million to 42 million yuan, representing a year-on-year growth of 58.17% to 101.31% [1] - The forecasted net profit, excluding non-recurring gains and losses, is also projected to be between 33 million and 42 million yuan, indicating a year-on-year increase of 93.47% to 146.24% [1] - The anticipated growth is attributed to increased revenue from automotive stamping mold business, improved management of inventory and accounts receivable, and foreign exchange gains due to fluctuations in the RMB exchange rate [1]

证券日报网讯1月23日，威唐工业（300707）发布公告称，公司预计2025年归属于上市公司股东的净利 润为3，300万元至4，200万元，比上年同期增长58.17%至101.31%。 ...

Core Viewpoint - Weitang Industrial (300707.SZ) forecasts a net profit attributable to shareholders of 33 million to 42 million yuan for the year 2025, representing a year-on-year growth of 58.17% to 101.31% [1] - The net profit after deducting non-recurring gains and losses is also projected to be between 33 million to 42 million yuan, with a year-on-year increase of 93.47% to 146.24% [1] Group 1 - The company continues to deepen its expansion in the North American and European markets, contributing to revenue growth in the automotive stamping mold business [1] - The increase in net profit is driven by improved management of inventory and accounts receivable, enhancing profitability [1]

Core Viewpoint - The company expects a net profit of 33 million to 42 million yuan for the fiscal year 2025, representing a year-on-year growth of 58.17% to 101.31% [1] Group 1: Financial Performance - The projected net profit for 2025 is between 33 million and 42 million yuan, indicating significant growth compared to the previous year [1] - The anticipated growth rate of net profit ranges from 58.17% to 101.31% year-on-year [1] Group 2: Business Development - The company continues to deepen its expansion into the North American and European markets [1] - Revenue from the automotive stamping mold business has increased compared to the previous year, contributing to the growth in net profit [1] Group 3: Operational Efficiency - The company has strengthened its inventory and accounts receivable management, leading to improved profitability [1]

| 证券代码：300707 | 证券简称：威唐工业 | 公告编号：2026-003 | | --- | --- | --- | | 债券代码：123088 | 债券简称：威唐转债 | | 无锡威唐工业技术股份有限公司 2025 年年度业绩预告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导 性陈述或重大遗漏。 一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日 3、报告期内，预计归属于上市公司股东的非经常性损益金额约为-2万元。 四、其他相关说明 本次业绩预告是公司财务部门初步测算的结果，未经会计师事务所审计，具体财务数据将 在公司 2025 年年度报告中详细披露。敬请广大投资者谨慎决策、注意投资风险。 特此公告。 2、业绩预告情况：同向上升 | 项目 | 本报告期 | | 上年同期 | | --- | --- | --- | --- | | 归属于上市公司 | 盈利：3,300 万元 | 万元～4,200 | 盈利：2,086.37 万元 | | 股东的净利润 | 比上年同期增长：58.17%～101.31% | | | | ...