证券代码：300733 证券简称：西菱动力 公告编号：2026-012 成都西菱动力科技股份有限公司 关于股东减持计划实施完毕的公告 股东喻英莲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。 | 股东名称 | 减持方式 | 减持时间 | 减持价格 | 减持股数 | 减持比例 | | --- | --- | --- | --- | --- | --- | | | | | | （股） | （%） | | 喻英莲 | 大宗交易 | 2026.3.19 | 16.00 | 6,061,737 | 2.00% | | | 合计 | | | 6,061,737 | 2.00% | 2、股东本次减持前后持股情况 | 股东 | 股份性质 | 本次减持前持有股份 | 占总股本 | 本次减持后持有股份 | 占总股本 | | --- | --- | --- | --- | --- | --- | | 名称 | | 股数（万股） | 比例（%） | 股数（股） | 比例（%） | | 喻英 | 合计持有股份 | 39,748,806 | 13.11 | 33,687,069 | 11.11 | ...

证券代码：300733 证券简称：西菱动力 公告编号：2026-013 成都西菱动力科技股份有限公司 关于股东减持公司股份超过 1%的公告 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。 1.基本情况 信息披露义务人 喻英莲 住所 四川省成都市青羊区腾飞大道 298 号 权益变动时间 2026 年 3 月 19 日 股票简称 西菱动力 股票代码 300733 变动类型 （可多 选） 增加□ 减少☑ 一致行动人 有☑ 无□ 是否为第一大股东或实际控制人 是☑ 否□ 2.本次权益变动情况 股份种类（A 股、B 股等） 增持/减持股数（万股） 增持/减持比例（%） A 股 606.1737 2 合 计 606.1737 2 本次权益变动方式（可多 选） 通过证券交易所的集中交易 □ 通过证券交易所的大宗交易 ☑ 其他 □（请注明） 本次增持股份的资金来源 （可多选） 自有资金 □ 银行贷款 □ 其他金融机构借款 □ 股东投资款 □ 其他 □（请注明） 不涉及资金来源 ☑ 3. 本次变动前后，投资者及其一致行动人拥有上市公司权益的股份情况 股份性质 本次变动前持有股份 本次变动后持有股份 股数（万 ...

成都西菱动力科技股份有限公司 关于为子公司融资提供担保的公告 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。 一、担保情况概述 证券代码：300733 证券简称：西菱动力 公告编号：2026-011 成都西菱动力科技股份有限公司（简称"公司"或"保证人"）于近日与招商 银行股份有限公司（简称"招商银行"或"债权人"）签订《最高额不可撤销担保 书》（合同编号：128XY260317T00017701），为子公司成都鑫三合机电新技术开发 有限公司（简称"鑫三合"或"被保证人"）提供人民币 1,000 万元的最高额连带责 任保证担保。 该担保属于 2025 年第四次临时股东会《关于为子公司融资提供担保的议案》预 计担保额度的授权范围，无须提交公司董事会或股东会审议。 二、被担保人基本情况 注册资本：6,000 万元人民币 1.被担保人基本信息 名称：成都鑫三合机电新技术开发有限公司 成立日期：2003 年 11 月 27 日 注册地址：成都市郫都区成都现代工业港北片区港北五路 267 号 法定代表人：罗朝金 经营范围：机电技术开发；机械零部件、模具、机电设备、电子元 ...

Group 1: Core Viewpoint - The company Xiling Power (300733) anticipates a significant increase in net profit for 2025, alongside plans for share reduction by its actual controller and the acquisition of turbocharger business [1][2][4] Group 2: Performance and Financial Outlook - The company expects net profit for 2025 to be between 90 million to 110 million yuan, representing a year-on-year growth of 77.82% to 117.33% [2] - The annual report is scheduled for formal disclosure in 2026 [2] Group 3: Shareholder Actions - The actual controller, Yu Yinglian, plans to reduce holdings by 2.00% (approximately 6.0617 million shares) through block trading due to personal financial needs, with the announcement set for December 2025 [3] Group 4: Business Development - The company signed an agreement in November 2025 to acquire the turbocharger business from Schaeffler Group in China, with the transaction expected to be completed in the first half of 2026 [4]

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].

Group 1 - The company is forecasting a turnaround in performance for the year 2025, indicating an upward trend in earnings compared to previous periods [2] - The company has communicated with its accounting firm regarding the earnings forecast, and there are no discrepancies in the forecast [2] - The increase in sales volume of automotive components such as camshaft assemblies, connecting rod assemblies, and crankshaft dampers, along with stable growth in turbocharger sales, is contributing to the positive performance outlook [3] Group 2 - The aerospace and military components sectors are experiencing improved market conditions, leading to rapid business growth for the company [3]

Core Viewpoint - Several companies are projected to experience significant increases in net profit for 2025, with some showing growth rates exceeding 200% [1] Group 1: Company Projections - 永创智能 is expected to see a net profit increase of 721.57% to 894.86% in 2025 [1] - 福达合金 anticipates a net profit growth of 119.14% to 219.95% for 2025 [1] - 西菱动力 projects a net profit increase of 77.82% to 117.33% in 2025 [1] - 昊志机电 expects a net profit growth of 54.4% to 99.03% for 2025 [1] - 神工股份 forecasts a net profit increase of 119% to 167% in 2025 [1] - 联创光电 anticipates a net profit growth of 80.36% to 120.57% for 2025 [1] - 道氏技术 projects a substantial net profit increase of 206.01% to 269.76% in 2025 [1] - 香农芯创 expects a net profit growth of 82% to 135% for 2025 [1] - 奥特佳 anticipates a net profit increase of 41.85% to 79.67% in 2025 [1] - 双一科技 projects a net profit growth of 80% to 100% for 2025 [1] - 飞荣达 expects a net profit increase of 57.23% to 83.43% in 2025 [1] - 晶方科技 anticipates a net profit growth of 44.41% to 52.32% for 2025 [1] - 中微公司 projects a net profit increase of 28.74% to 34.93% in 2025 [1] - 派能科技 expects a net profit growth of 50.82% to 109.21% for 2025 [1]

Group 1 - The core viewpoint of the article is that Xiling Power has announced its earnings forecast for the year 2025, projecting a significant increase in net profit [1] - The company expects its net profit attributable to shareholders to be between 90 million and 110 million yuan, representing a year-on-year growth of 77.82% to 117.33% [1]

Major Announcements - Huayi Co., Ltd. has applied for a 5-day extension to respond to the Shanghai Stock Exchange's inquiry regarding its acquisition matters due to the need for further confirmation and improvement of certain issues [1] - Shuaifeng Electric is expected to report a net loss of 43 million to 62 million yuan for 2025, with revenue projected between 210 million and 250 million yuan, potentially leading to a delisting risk warning for its stock [1] - Zijin Mining's second phase of the Julong Copper Mine has commenced production, increasing its total production capacity to 350,000 tons per day, with plans for a third phase that could significantly enhance copper output [1] Performance Forecasts - Yongchun Intelligent expects a net profit of 128 million to 155 million yuan for 2025, representing a year-on-year increase of 721.57% to 894.86% [3] - Fuda Alloy anticipates a net profit of 100 million to 146 million yuan for 2025, with a growth of 119.14% to 219.95% driven by expanding demand in emerging sectors [4] - Xiling Power forecasts a net profit of 90 million to 110 million yuan for 2025, reflecting a year-on-year increase of 77.82% to 117.33% due to rising sales in automotive parts [4] - Haoshi Electromechanical expects a net profit of 128 million to 165 million yuan for 2025, with a growth of 54.4% to 99.03% attributed to increased demand in the PCB market [4] - Shenkong Co., Ltd. predicts a net profit of 90 million to 110 million yuan for 2025, with a growth of 118.71% to 167.31% driven by the recovery in the semiconductor market [5] - Lianchuang Optoelectronics anticipates a net profit of 435 million to 532 million yuan for 2025, representing a growth of 80.36% to 120.57% [5] - Xiangnong Chip expects a net profit of 480 million to 620 million yuan for 2025, with a growth of 81.77% to 134.78% driven by demand for enterprise-level storage products [6] - Shuangyi Technology forecasts a net profit of 155 million to 172 million yuan for 2025, reflecting a growth of 80% to 100% [6] - Feirongda anticipates a net profit of 360 million to 420 million yuan for 2025, with a growth of 57.23% to 83.43% [8] - Jingfang Technology expects a net profit of 365 million to 385 million yuan for 2025, representing a growth of 44.41% to 52.32% [9] - Youbuxun predicts a net profit of 72 million to 107 million yuan for 2025, marking a turnaround from a loss of 150 million yuan in the previous year [10] - Zhongwei Company anticipates a net profit of 2.08 billion to 2.18 billion yuan for 2025, with a growth of 28.74% to 34.93% [11] Loss Forecasts - Shanying International expects a net loss of 850 million to 1 billion yuan for 2025, compared to a loss of 451 million yuan in the previous year [12] - Baiyin Nonferrous Metals anticipates a net loss of 450 million to 675 million yuan for 2025, a significant decline from a profit of 8.08 million yuan in the previous year [13] - Zhengzhou Coal Electricity plans to stop production at the Chao Hua Coal Mine due to resource depletion, expecting to recognize a 311 million yuan impairment loss [17] - Changcheng Electric forecasts a net loss of approximately 315 million yuan for 2025, compared to a loss of 225 million yuan in the previous year [17] - Standard Co. expects a net loss of 120 million to 140 million yuan for 2025, with a reduction in losses compared to the previous year [17] - Hongqingtian anticipates a net loss of 100 million to 150 million yuan for 2025, with a decline in revenue due to weak consumer demand [17]

Core Viewpoint - Xiling Power (300733) announced a profit forecast for 2025, expecting a net profit between 90 million to 110 million yuan, representing a year-on-year growth of 77.82% to 117.33% [2] Group 1: Financial Performance - The expected net profit for 2025 is projected to be between 90 million and 110 million yuan [2] - The year-on-year growth rate for net profit is estimated to be between 77.82% and 117.33% [2] Group 2: Stock Market Reaction - Xiling Power's stock closed at 19.48 yuan, with an increase of 1.14% and a turnover rate of 3.25%, resulting in a transaction volume of 142 million yuan [2] - Over the past five days, the stock has increased by 1.51% [2] - A statistical analysis of stocks with a profit forecast increase of over 50% shows that 64.83% of these stocks experienced a price increase on the day of the announcement, with 9 stocks hitting the daily limit [2] - Additionally, 79.31% of these stocks saw price increases within five days following the announcement [2]