长江商报消息 ●长江商报记者 徐阳 关于此次投资的目的，卡倍亿表示，公司拟通过设立上海卡倍亿机器人，研发、生产和销售人形机器人 用零部件产品，本次投资系基于公司业务布局考虑，符合公司长期战略规划和未来业务发展的需要，可 充分整合资源优势，有助于优化与完善公司现有产业布局及业务结构，进一步提升公司综合实力和整体 竞争力。上海卡倍亿机器人将作为公司机器人业务的独立运营主体，为公司持续加大人形机器人业务投 入，为公司人形机器人业务发展奠定基础。 公开资料显示，卡倍亿设立以来一直深耕于汽车线缆行业，具备研发、生产符合国际标准、德国标准、 日本标准、美国标准、中国标准等专业汽车线缆标准产品的能力，拥有多种类设备进行性能检测的试验 能力，是集研发、生产、试验及检测于一体的专业汽车线缆制造商。 目前，卡倍亿正通过发行可转债的方式募集资金，募集资金投资于三个生产建设型项目，进一步扩大业 务规模。截至2025年9月末，公司在建工程3.1亿元，较期初增加499.35%。 斥资1亿设机器人子公司 11月5日晚，卡倍亿公告称，公司以自有资金1亿元投资设立全资子公司上海卡倍亿机器人有限公司（以 下简称"上海卡倍亿机器人"）。公司于今日 ...

Group 1: Overseas News - US economic data exceeded expectations, contributing to a rebound in the stock market, with the S&P 500 up 0.37%, Dow Jones up 0.48%, and Nasdaq up 0.65% [1] - Tesla shares rose by 4% ahead of the shareholder meeting, while Google increased by over 2%, reaching a new high; semiconductor index rebounded by 3% with AMD up 2.5%, but Nvidia fell nearly 2% [1] - Storage companies saw significant gains, with Seagate up 10% and Micron up 9%; SK Hynix indicated that the supply price of HBM4 will be over 50% higher than HBM3E [1] - Spot gold rebounded by over 1%, and copper prices halted a four-day decline, temporarily recovering from a two-week low [1] Group 2: Domestic Major Events - China and the US have recently adjusted multiple tariff and non-tariff measures, beginning to implement the consensus reached during the Kuala Lumpur economic and trade consultations [4] - The Ministry of Commerce announced the cessation of anti-circumvention measures on imports of single-mode optical fibers originating from the US [6] - The Deputy Minister of Commerce met with a US agricultural trade delegation to discuss trade matters [7] - The Central Financial Office emphasized accelerating the construction of a financial powerhouse to support China's modernization [8] Group 3: Market Strategies and Trends - Financial analysts suggest focusing on three short-term directions: energy export sectors (electricity, power generation, solar energy, storage), low-position sectors with price increase logic or performance support (coal, lithium battery, paper), and technology sectors that have fully adjusted and present rebound opportunities (storage chips, robotics) [11] - The Beijing-Tianjin-Hebei region aims to promote the application of over 800,000 new types of Beidou independent positioning terminal products by 2027, targeting a total scale of 5 million applications [12] - Nissan plans to cut production of its best-selling SUV model Rogue in Japan due to a shortage of chips from Nexperia [13] - The market price of thionyl chloride has increased significantly by 8.61% to 1552 yuan/ton, with a cumulative increase of 19.38% since August [14] Group 4: Company Announcements - Kweichow Moutai plans to repurchase shares worth between 1.5 billion to 3 billion yuan, with a maximum repurchase price of 1,887.63 yuan per share [15] - Jia Yuan Technology signed a cooperation framework agreement with CATL to collaborate on new battery anode materials [17] - Kaibei plans to invest 100 million yuan to establish a wholly-owned subsidiary focused on humanoid robot components [17]

重要新闻提示 梦天家居：拟购买川土微控制权，预计构成重大资产重组，今起停牌 7连板合富中国：股价累计涨幅已严重偏离基本面，随时有快速下跌风险 贵州茅台：拟15亿—30亿元回购股份并注销；中期分红拟每股派现23.957元，合计拟派发现金红利 300.01亿元 2025年中国稀土行业协会稀土金属及合金分会年会暨稀土金属及合金在金属材料中的应用研讨会会议11 月6日至8日在杭州举行 财经新闻 1. 据新华社11月5日报道，中央金融办王江在答记者"'十五五'时期加快建设金融强国有哪些主要任务和 重要举措"的提问时表示，规划建议就加快建设金融强国作出新部署，金融系统要按照全会部署，扎实 推进金融防风险、强监管、促高质量发展各项工作。一是持续完善中央银行制度。二是深入做好金 融"五篇大文章"。三是促进资本市场健康稳定发展。四是进一步优化金融机构和金融基础设施体系。五 是加快建设国际金融中心。六是全面提高金融监管能力。七是着力加强金融法治建设。 2. 据新华社11月5日报道，商务部新闻发言人就调整出口管制管控名单措施、调整不可靠实体清单措施 答记者问。 3. 据新华社11月5日报道，财政部网站发布《国务院关税税则委员会关于 ...

Group 1 - Company MengTian Home is planning to acquire control of ChuanTu Microelectronics through a combination of issuing shares and cash payment, which is expected to constitute a major asset restructuring [1] - The actual controller of MengTian Home, Yu Jingyuan, is also planning a transfer of control, which is independent of the aforementioned acquisition [1] - The stock of MengTian Home has been suspended since November 6, 2025, with an expected suspension period of no more than 10 trading days [1] Group 2 - Kweichow Moutai plans to repurchase shares with an investment of between 1.5 billion and 3 billion RMB, with a maximum repurchase price of 1,887.63 RMB per share [2] - The repurchase will be conducted through centralized bidding and will be used for cancellation to reduce the company's registered capital [2] - The company also plans to distribute a cash dividend of 23.957 RMB per share, totaling approximately 30 billion RMB based on the total share capital as of September 30, 2025 [2] Group 3 - JiaYuan Technology has signed a cooperation framework agreement with CATL to deepen their long-term procurement cooperation in the supply, research, and production of materials for new battery anodes [3] - The agreement aims to enhance collaboration in technology research and market expansion, benefiting both companies [3] - JiaYuan Technology will be the preferred supplier for new products developed in cooperation with CATL, which will strengthen its competitive position in the industry [3] Group 4 - KaBeiYi has invested 100 million RMB to establish a wholly-owned subsidiary, Shanghai KaBeiYi Robotics, to accelerate the development of humanoid robot components [4] - The new subsidiary will operate independently and is expected to enhance the company's investment in humanoid robotics [4] Group 5 - Bertley has established a joint venture, Wuhu Bertley Drive Technology Co., Ltd., with a registered capital of 100 million RMB, where Bertley holds a 60% stake [5] - The joint venture will focus on the research, production, and sales of various electric motors, aligning with the company's strategy for technological autonomy and product diversification [5] - This strategic move is aimed at strengthening the company's position in high-growth sectors such as new energy vehicles and humanoid robotics [5] Group 6 - Tongling Nonferrous Metals has successfully acquired exploration rights for the JiGuangShan-HuVillage copper-gold-molybdenum mine for 3.204 billion RMB [6] - Ningbo Port expects to achieve a container throughput of 4.56 million TEUs in October 2025, representing a year-on-year increase of 12.4% [6] - Hongquan Technology will change its stock name to Hongquan Technology starting November 11, 2025, while maintaining its full name and stock code [6] Group 7 - Dongfeng Group has undergone a change in its controlling shareholder and actual controller, leading to a name change to Quzhou Dongfeng New Materials Group Co., Ltd. [7] - Yihong Long has been recognized as a national manufacturing single champion enterprise for its self-immune disease diagnostic products [7] Group 8 - China Shipbuilding Technology's subsidiary plans to publicly transfer 100% equity of a clean energy development company as part of its strategy to enhance operational quality and fund future projects [8] - HeimuDan's subsidiary is selling its developed digital economy industrial park properties for approximately 41.97 million RMB [8] Group 9 - Shenkai Co. has completed the transfer of shares from its original controlling shareholder to Shenzhen Huili Hongsheng Industrial Holdings, changing its controlling shareholder [9] - Luzhou Laojiao is investing approximately 1.478 billion RMB to build a historical and cultural industry park to enhance brand influence [9] Group 10 - Xiling Power has signed a share purchase agreement to acquire 100% of Weipai Automotive Electronics, which specializes in turbocharger production [10] - Mind Electronics plans to divest its 51% stake in a subsidiary for 14.8 million RMB to focus on core business development [10] Group 11 - Triangle Defense has signed development and framework order agreements with Siemens Energy to supply specific items, enhancing its international market presence [11] Group 12 - Hualan Co.'s controlling shareholder plans to increase its stake in the company by investing between 30 million and 60 million RMB [12] - Key executives of Kaili Medical have also increased their stakes in the company through market transactions [12]

Group 1 - Mengtian Home intends to acquire control of ChuanTu Microelectronics through a combination of share issuance and cash payment, leading to a significant asset restructuring. The stock will be suspended from trading starting November 6, 2025, for up to 10 trading days [2] - Guizhou Moutai plans to repurchase shares worth between 1.5 billion and 3 billion RMB, with a maximum repurchase price of 1,887.63 RMB per share. The repurchase will be completed within six months following shareholder approval [3] - Jiayuan Technology has signed a cooperation framework agreement with CATL to deepen their long-term procurement relationship, focusing on the supply and development of materials for new battery anodes [4] Group 2 - Kabeiyi has invested 100 million RMB to establish a wholly-owned subsidiary, Shanghai Kabeiyi Robotics, to accelerate the development of humanoid robot components [5] - Bertley has formed a joint venture with Langfang Jinrun Electric to establish Wuhu Bertley Drive Technology Co., with a registered capital of 100 million RMB, focusing on electric motor systems [7] - Tongling Nonferrous Metals has successfully acquired exploration rights for the Jiguanshan-Hucun copper-gold-molybdenum mine for 3.204 billion RMB [8] Group 3 - Ningbo Port expects to achieve a container throughput of 4.56 million TEUs in October 2025, representing a year-on-year increase of 12.4% [8] - Huayuan Technology has changed its stock name from "Hongquan Technology" to "Hongquan Technology" effective November 11, 2025, while maintaining its full name and stock code [8] - The company plans to invest approximately 1.478 billion RMB in the construction of a historical and cultural industry park to enhance brand influence [12]

Group 1 - China will stop implementing additional tariffs on certain imported goods from the United States starting from November 10, 2025, at 13:01, as part of the consensus reached during the China-U.S. economic and trade consultations [2] - The additional tariff rate of 24% on U.S. imports will be suspended for one year, while a 10% tariff will remain in place [2] - The Ministry of Commerce will stop related measures for 15 U.S. entities listed in the export control list starting from November 10, 2025, while continuing to suspend measures for 16 other entities for one year [3] Group 2 - The Ministry of Commerce will continue to suspend measures related to the unreliable entity list for one year starting from November 10, 2025, allowing domestic companies to apply for transactions with these entities [4] - The Ministry of Commerce has proposed to stop the anti-dumping tax rate applicable to certain U.S. imports of optical fibers starting from November 10, 2025, due to changes in the trade environment [5] Group 3 - Guizhou Moutai plans to repurchase shares worth between 1.5 billion to 3 billion yuan and subsequently cancel them [8] - The stock price of Cheung Fat China has significantly deviated from its fundamentals, posing a risk of rapid decline [9] - Zhangzhou Development reports normal production and operational conditions without significant changes in the internal or external business environment [10]

（编辑 姚尧） 证券日报网讯 11月5日晚间，卡倍亿发布公告称，公司以自有资金10，000万元投资设立全资子公司上 海卡倍亿机器人有限公司（以下简称"上海卡倍亿机器人"）。公司于今日收到上海市闵行区市场监督管 理局颁发的《营业执照》，上海卡倍亿机器人已完成工商注册登记手续。 ...

Group 1 - A new company, Shanghai Kabeiyi Robot Co., Ltd., was established on November 5 with a registered capital of 100 million yuan [2] - The company's business scope includes research and development of intelligent robots, sales of intelligent robots, and manufacturing of industrial robots [2] - Kabeiyi holds 100% ownership of the newly established company [2]

Core Viewpoint - The company announced an investment of 100 million yuan to establish a wholly-owned subsidiary, Shanghai Kabeiyi Robot Co., Ltd, aimed at accelerating the development of humanoid robot components and aligning with its long-term strategic planning [1] Group 1 - The investment is made using the company's own funds [1] - The registered capital of the new subsidiary is set at 100 million yuan [1] - The subsidiary is located at 1726 Kunyang Road, Minhang District, Shanghai [1] Group 2 - The investment is intended to enhance the company's research and business layout in humanoid robot components [1] - This move is consistent with the company's future business development needs [1] - The investment does not constitute a related party transaction or a major asset restructuring [1]

人民财讯11月5日电，卡倍亿（300863）11月5日公告，为加速公司关于人形机器人用零部件项目的研发 进程和业务布局，公司以自有资金1亿元投资设立全资子公司上海卡倍亿机器人有限公司(简称"上海卡 倍亿机器人")。公司于今日收到上海市闵行区市场监督管理局颁发的《营业执照》，上海卡倍亿机器人 已完成工商注册登记手续。上海卡倍亿机器人将作为公司机器人业务的独立运营主体，为公司持续加大 人形机器人业务投入，推进公司人形机器人业务发展奠定基础。 ...