Core Viewpoint - The company has established a strategic layout for its production capacity, with significant developments in its international manufacturing bases, particularly in Mexico, which has begun mass production. The company is also focused on enhancing its core competitiveness through collaborations and acquisitions, while being resilient to changes in international tariff policies [2]. Group 1: Company Performance - As of October 14, 2025, the company's stock price closed at 33.04 yuan, down 2.88%, with a turnover rate of 1.91% and a trading volume of 38,400 shares, resulting in a transaction amount of 129 million yuan [1]. - On the same day, the net outflow of funds from major investors was 22.83 million yuan, while retail investors saw a net inflow of 18.48 million yuan [2]. Group 2: Production Capacity and Strategy - The company has domestic manufacturing bases, including its headquarters and Lingyue Intelligent, as well as international bases in Mexico, Austria, and the United States. The production capacity is strategically planned based on international political and economic conditions and customer demand [2]. - The Mexican manufacturing base has commenced mass production, contributing positively to the company's operational capabilities [2]. Group 3: Acquisitions and Collaborations - Following the completion of recent acquisitions, the company has seen significant growth in revenue and profits, and it plans to continue pursuing mergers and acquisitions based on its operational status and development phase [2]. - The company has established collaborative plans with AL-KO in areas such as brand building, research and development, and supply chain management, which are being implemented to enhance overall competitiveness [2]. Group 4: Impact of Tariff Policies - The company has proactively established overseas production bases, which mitigates the potential adverse effects of changing international tariff policies on its operational performance [2].

大叶股份（300879.SZ）10月14日在投资者互动平台表示，尊敬的投资者，您好！公司国内有大叶总部 和领越智能两大制造基地，国外有墨西哥制造基地、奥地利制造基地和美国组装工厂（海外仓）。公司 产能是一个整体的战略布局，产能的规划将根据国际政治经济环境和客户需求而定，墨西哥工厂已经大 批量生产。 每经AI快讯，有投资者在投资者互动平台提问：当前公司各主要生产基地产能及出货量分布？墨西哥 生产基地投产情况及产能利用率如何？ （文章来源：每日经济新闻） ...

大叶股份（300879.SZ）10月14日在投资者互动平台表示，公司目前与AL-KO公司在品牌建设、研发、 供应链等多方面确立了协同计划并按计划有序推进，从而进一步增强公司整体核心竞争力，未来公司会 根据经营情况和发展阶段，开展相应事项。 每经AI快讯，有投资者在投资者互动平台提问：公司收购完成之后，营收以及利润增长显著，公司是 否会继续开展收购兼并？ （文章来源：每日经济新闻） ...

Core Viewpoint - The company has established a comprehensive marketing and after-sales service network in major garden machinery markets, including Europe and North America, following the acquisition of AL-KO, which enhances its overseas market expansion capabilities [2] Group 1: Company Performance - As of October 13, 2025, the company's stock closed at 34.02 yuan, down 1.28%, with a turnover rate of 1.77% and a trading volume of 35,600 shares, amounting to a transaction value of 119 million yuan [1] - The company reported normal operating conditions for the third quarter and has successfully deployed its Mexican factory for mass production of core components [2] Group 2: Market Expansion and Strategy - The acquisition of AL-KO has allowed the company to expand its sales channels in Europe and Oceania, gaining access to four well-known brands: "AL-KO," "SOLO," "Masport," and "MORRISON," which supports its overseas market development [2] - The company has established manufacturing bases in Mexico and Austria, along with an assembly plant and warehouse in the United States, to mitigate the impact of U.S. tariff policies on its operations [2] Group 3: Financial Flow - On October 13, the main funds experienced a net outflow of 4.5937 million yuan, while retail investors saw a net inflow of 10.6951 million yuan [3]

Core Viewpoint - The company has not engaged in any collaboration with Tesla or Yush Robot for component production, but it is open to exploring potential technology and business cooperation opportunities in the industry [1]. Group 1 - The company responded to an investor inquiry regarding its involvement with Tesla and Yush Robot, stating that it has not partnered with these companies [1]. - The company is committed to closely monitoring innovations in the industry and will actively communicate with leading enterprises to explore potential collaborations [1].

Investment Rating - The report maintains an "Outperform" rating for the industry [1] Core Insights - The demand for lawn and pool robots is surging due to technological upgrades, with domestic companies competing vigorously [5] - The global lawn mower market is projected to reach $10 billion by 2024, with a compound annual growth rate (CAGR) of 2% from 2013 to 2023 [3] - The penetration rate of robotic lawn mowers is expected to increase significantly, driven by advancements in technology [3][29] Summary by Sections 1. Overseas Lawn Demand and Market Size - The lawn care culture in Europe and the U.S. has led to a substantial market for lawn mowers, with 180 million private gardens [3][12] - The global lawn mower market is expected to reach approximately $10.8 billion in 2024, with a CAGR of 2.1% from 2013 to 2023 [13][15] 2. Rapid Iteration of Boundaryless Smart Lawn Mowers - The introduction of RTK satellite differential positioning technology has significantly improved the performance of robotic lawn mowers, leading to a sales explosion [3][30] - By the first half of 2025, global sales of robotic lawn mowers are expected to grow by 327% year-on-year, reaching 2.34 million units [29] 3. Competitive Landscape of the Robotic Lawn Mower Industry - Traditional leaders like Husqvarna and Worx still hold significant market share, but domestic companies such as Ninebot, Ecovacs, and Mamotion are rapidly gaining ground [40][42] - Domestic companies are leveraging technological advantages and innovative product iterations to capture market share in overseas markets [42] 4. Pool Robot Market Dynamics - The global pool robot market is projected to reach $2.5 billion by 2024, with a CAGR of 16% from 2019 to 2024 [6] - The penetration rate of pool robots is expected to rise from 18% in 2019 to 26% in 2024, with further growth anticipated by 2029 [6] 5. Investment Recommendations - The report suggests focusing on companies like Stone Technology, Guangfeng Technology, and Ecovacs, which are well-positioned to benefit from the technological advancements in the industry [5]

Group 1 - The company currently produces reducers that are utilized in its own products, including lawn mowers, handheld products, push products, and riding products, and does not supply them externally [2] - There is no indication of the company's plans to supply reducers for use in other robots or any related technological reserves or attempts [2] - The inquiry was made by an investor on an interactive platform, highlighting interest in the company's product applications [2]

Core Viewpoint - Daye Co., Ltd. (300879.SZ) currently produces reducers that are utilized in its own products, including lawn mowing robots, handheld products, push products, and riding products, and has not supplied these reducers externally [1] Company Summary - Daye Co., Ltd. manufactures reducers for its own product lines, indicating a focus on in-house production and integration [1] - The company's product range includes lawn mowing robots and various handheld and riding products, showcasing its diverse application of technology [1] Industry Summary - The use of in-house components like reducers in robotic and handheld products reflects a trend in the industry towards vertical integration and self-sufficiency [1] - The focus on specific applications such as lawn care suggests a niche market strategy within the broader robotics and machinery sector [1]

证券代码：300879 证券简称：大叶股份 公告编号：2025-061 为规范募集资金管理，保护中小投资者的权益，根据中国证监会《上市公司 募集资金监管规则》、《深圳证券交易所创业板股票上市规则》、《深圳证券交 易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》等相关法律法 规的要求及公司《募集资金管理制度》的规定，近日，公司、宁波大叶供应链管 宁波大叶园林设备股份有限公司 关于新增募集资金专户并签订募集资金四方监管协议的公告 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、募集资金基本情况 经中国证券监督管理委员会《关于同意宁波大叶园林设备股份有限公司向不 特定对象发行可转换公司债券注册的批复》（证监许可〔2023〕44号）同意注册， 公司向不特定对象发行可转换公司债券4,760,312张，每张面值为100元，募集资 金总额为47,603.12万元，扣除各项发行费用（不含增值税）人民币1,191.56万元 后，实际募集资金净额为人民币46,411.56万元。本次发行扣除承销和保荐费用 1,100.00万元后的募集资金为46,503.12万元， ...

国泰海通证券股份有限公司 关于宁波大叶园林设备股份有限公司 | 项目 | 工作内容 | | --- | --- | | （1）持有特别表决权股份的股东是否持续符 | | | 合《深圳证券交易所创业板股票上市规则》 | 不适用 | | 第4.4.3条的要求； | | | （2）特别表决权股份是否出现《深圳证券交 | | | 易所创业板股票上市规则》第4.4.8条规定的 | 不适用 | | 情形并及时转换为普通股份； | | | （3）特别表决权比例是否持续符合《深圳证 | 不适用 | | 券交易所创业板股票上市规则》的规定； | | | （4）持有特别表决权股份的股东是否存在滥 | | | 用特别表决权或者其他损害投资者合法权益 | 不适用 | | 的情形； | | | （5）上市公司及持有特别表决权股份的股东 | | | 遵守《深圳证券交易所创业板股票上市规则》 | 不适用 | | 第四章第四节其他规定的情况。 | | | 12.其他需要说明的保荐工作情况 | 无 | 二、保荐人发现公司存在的问题及采取的措施 | 事项 | 存在的问题 | 采取的措施 | | --- | --- | --- | | 1.信息披 ...