Group 1 - Heng Er Da (300946.SZ) signed a strategic cooperation framework agreement with Tian Gong International (00826) to collaborate on the application of powder high-speed steel and high-nitrogen steel in planetary roller screw manufacturing [1][2] - Tian Gong International is the only global manufacturer of a full range of powder products, with its powder steel certified by the North American Die Casting Association (NADCA), breaking a 30-year monopoly held by European and American companies [1] - Heng Er Da will purchase no less than 100 tons of cutting tool materials annually from Tian Gong International for five years starting in 2026, totaling at least 600 tons [1] Group 2 - Tian Gong International's self-developed high-nitrogen alloy TPMDC02A was delivered to Jiangsu Runfu Power in early July for mass production of planetary roller screws, making it the first domestic company to apply high-nitrogen steel in this area [2] - The collaboration aims to enhance the precision and yield of Heng Er Da's rolling components, addressing the issues of low processing efficiency and high costs in domestic screw manufacturing [2] - This partnership marks a commercial milestone for Tian Gong International's powder steel and high-nitrogen steel technologies, highlighting its strategic positioning in the humanoid robot and high-end equipment sectors [2]

Group 1 - Tiande Yu achieved a net profit of 1.52 billion yuan in the first half of 2025, a year-on-year increase of 50.89% [1] - Tiande Yu's operating income for the same period was 12.08 billion yuan, reflecting a growth of 43.35% year-on-year [1] - Fule New Materials plans to reduce its shareholding by up to 1.33%, amounting to 376.25 million shares, due to personal funding needs [1] - Jindi Co. signed an industrial project investment contract with a total investment of no less than 1.5 billion yuan [1] Group 2 - Tuo Xin Pharmaceutical intends to invest 10 million yuan in Jiangsu Jinsan Biotechnology, acquiring a 1.75% stake [1] - Pinming Technology expects a net profit of 28 million to 34 million yuan for the first half of 2025, a year-on-year increase of 231.79% to 302.89% [4] - Shuanglin Co. anticipates a net profit of 251 million to 310 million yuan, representing a growth of 1% to 25% year-on-year [7] Group 3 - Kangxino received approval for clinical trials of its trivalent poliovirus vaccine [8] - Bailian Co. signed a land storage compensation contract worth approximately 2 billion yuan [9] - Wukuang Development plans to issue short-term financing bonds and medium-term notes totaling up to 2 billion yuan each [10] Group 4 - Hengxin Life intends to invest 10 million yuan in a targeted equity investment [12] - Hengyin Technology expects a net profit of 13.5 million to 16.2 million yuan, marking a turnaround from losses [14] - *ST Jinglun anticipates a net loss of 19 million to 22 million yuan for the first half of 2025 [15] Group 5 - Baiyun Electric won a bid for a State Grid project worth 164 million yuan [16] - Zhejiang Energy completed a power generation of 788.48 billion kWh in the first half of 2025, a year-on-year increase of 4.48% [17] - Sheneng Co. reported a power generation of 259.51 billion kWh, a decrease of 1.7% year-on-year [19] Group 6 - Hengerd signed a strategic cooperation framework agreement with Tiangong International [21] - Baotai's application for the listing of Golimumab injection has been accepted by the FDA [23] - Yishitong received a government subsidy of 2 million yuan [24] Group 7 - Jinggong Steel signed a contract worth approximately 550 million yuan for the Jeddah Stadium project in Saudi Arabia [26] - Zhongwang Software received a government subsidy of 28 million yuan [27] - Rongxin Culture used idle funds of 100 million yuan to purchase financial products [29] Group 8 - Lingxiao Pump Industry invested 80 million yuan in financial products [31] - China Pacific Insurance reported a total original insurance premium income of 282 billion yuan from its subsidiaries [32] - Kema Technology expects a net profit of 165 million to 175 million yuan, a year-on-year increase of 18.59% to 25.77% [32] Group 9 - Qujiang Cultural Tourism anticipates a net loss of approximately 13 million to 16.9 million yuan [32] - Daoshi Technology expects a net profit of 220 million to 238 million yuan, a year-on-year increase of 98.77% to 115.03% [32] - Baicheng Medicine forecasts a net profit decline of 95.53% to 100% [33] Group 10 - Bertley plans to invest 198 million yuan to establish a partnership for investments in emerging fields [34] - China Merchants Highway announced the resignation of its chairman due to reaching retirement age [35] - Overseas Chinese Town A reported a 29% decrease in contract sales amount in June [36]

证券代码：300946 证券简称：恒而达 编号：2025-031 福建恒而达新材料股份有限公司 关于签订战略合作框架协议的公告 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。 特别提示： 福建恒而达新材料股份有限公司（以下简称公司、恒而达）与天工国际有限 公司（香港交易所主板上市公司，证券代码00826.HK，以下简称天工国际）于2025 年7月16日签订了《战略合作框架协议》（以下简称本协议）。 1．本协议属于框架性协议，无法准确预测本协议对公司2025年度财务状况、 经营成果的影响，但本协议的落地实施有助于公司业务、技术的进一步拓展和提 升，对公司未来发展产生积极影响； 2．本协议不涉及业绩承诺或强制性履约条款，后续合作的具体实施进度和 具体金额以双方另行签订的合同为准，具体的实施和进展可能受宏观经济形势、 行业政策及市场环境变化等不可预测因素或不可抗力的影响，可能会使得具体合 作进度、履行效果不达预期或合作终止。 公司将根据相关进展情况及时履行信息披露义务，敬请广大投资者注意投资 风险。 一、协议签署概况 公司与天工国际围绕"粉末金属材料、切削刀具、高精 ...

恒而达（300946）公告，公司与天工国际于2025年7月16日签订了《战略合作框架协议》。根据协议， 恒而达预计自2026年起五年内每年向天工国际采购不少于100吨锯切工具专用材料，五年合计采购不少 于600吨。此外，天工国际计划向恒而达采购40-50台锯切装备用于其境内外工厂锯切生产线的升级改造 工程。 ...

Investment Rating - Industry investment rating is "Overweight" [1] Core Viewpoints - The report highlights a new round of market momentum driven by advancements in robotics, particularly in humanoid robots, with a projected global demand of approximately 2 million units by 2030 [4][19] - Key recommended stocks include Xinjie Electric, Beite Technology, Hanwei Technology, Zhaowei Electromechanical, Hengli Hydraulic, and Nuwei Co., among others [2][4] - The report emphasizes the importance of tracking the humanoid robot sector, which is entering a critical growth phase [3][4] Summary by Sections Humanoid Robots - The humanoid robot industry is expected to see significant growth, with major projects and partnerships emerging, such as the procurement project by China Mobile for humanoid biped robots worth 124 million [9][19] - Companies like Tesla and Figure are ramping up production, with Figure planning to increase its humanoid robot output by three times in the upcoming months [10][19] Photovoltaic Equipment - The report notes an accelerated penetration of N-type technology, enhancing the competitive edge of leading companies in the sector [20] - It suggests focusing on companies that are innovating in cost-reduction technologies and expanding production capacity [20] Energy Storage - The energy storage sector is poised for growth due to favorable policies and increasing demand from both generation and user sides [20] - Key players in this space include companies involved in lithium battery systems and integrated storage solutions [20] Semiconductor Equipment - The semiconductor equipment market is projected to reach 140 billion by 2030, with a growing share from domestic manufacturers [4][20] Automation - The automation market is expected to grow significantly, with a market size of approximately 40 billion, projected to reach 55.7 billion by 2026 [4][20] Hydrogen Energy - The report highlights the potential of green hydrogen in achieving carbon neutrality, with a focus on companies that have integrated hydrogen production capabilities [21] Engineering Machinery - The report suggests monitoring leading companies in the engineering machinery sector, emphasizing those with product, scale, and cost advantages [4][20]

证券代码：300946 证券简称：恒而达 编号：2025-030 福建恒而达新材料股份有限公司 关于为德国全资子公司SMS Precision Machines GmbH提供担保的公告 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。 重要内容提示： ● 福建恒而达新材料股份有限公司（以下简称公司、恒而达）拟对公司德国 全资子公司SMS Precision Machines GmbH（原名Blitz 25-430 GmbH，以下简称德 国子公司、被担保人）提供不超过5,000万人民币（或等值外币）的无偿担保额度。 （一）基本情况 为满足德国子公司运营需要，公司拟对德国子公司提供不超过5,000万人民 币（或等值外币）的无偿担保额度，担保方式包括但不限于信用担保（含一般保 证、连带责任保证）、抵押担保、质押担保或多种担保方式相结合的形式，用于 其银行授信业务担保，以及根据经营需要向其供应商或客户开具银行保函。 （二）本次担保事项履行的内部决策程序 公司于2025年6月17日召开第三届董事会第五次会议，审议通过了《关于为 德国全资子公司SMS Precision M ...

证券代码：300946 证券简称：恒而达 编号：2025-029 福建恒而达新材料股份有限公司 第三届董事会第五次会议决议公告 审议通过了《关于为德国全资子公司SMS Precision Machines GmbH提供担 保的议案》。 具体内容详见公司同日于巨潮资讯网（www.cninfo.com.cn）披露的《关于为 德国全资子公司SMS Precision Machines GmbH提供担保的公告》（公告编号： 2025-030）。 表决结果：7票赞成；无反对票；无弃权票。 三、备查文件 公司第三届董事会第五次会议决议。 特此公告。 福建恒而达新材料股份有限公司 董 事 会 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 福建恒而达新材料股份有限公司（以下简称公司）第三届董事会第五次会议 于2025年6月17日在福建省莆田市荔城区新度镇新度村亭道尾228号公司会议室 以现场会议与通讯相结合的方式召开，会议通知及材料于2025年6月13日以电子 邮件或电话的方式送达全体董事、监事及高级管理人员。本次会议由公司董事长 林正华先生召集并主 ...

Group 1 - The company has signed an asset purchase agreement to acquire all business operations of SMS Maschinenbau GmbH, including high-precision CNC grinding machine business, for a total consideration of €8.5 million [1] - The necessary government approvals for the transaction were completed by May 30, 2025, allowing the company to proceed with the acquisition [2] - The ownership of non-real estate assets has been transferred to the company's wholly-owned subsidiary in Germany, Blitz 25-430 GmbH, and the labor contracts of SMS employees have been assumed by this subsidiary [2][3] Group 2 - The German subsidiary has applied to change its name to SMS Precision Machines GmbH to ensure smooth business continuity and future expansion [3] - The company will expedite the property title transfer process in accordance with the asset purchase agreement and will fulfill its information disclosure obligations as per relevant regulations [3]

证券代码：300946 证券简称：恒而达 编号：2025-028 一、相关进展情况 2025年6月4日，公司与SMS公司就目标资产签署了《交割备忘录》，确认目 标资产除不动产以外的其他资产（包括但不限于与研发、生产及销售相关的存货、 技术设备、办公设备、商标专利及其他无形资产）已完成交割，该等资产的所有 权已转移至公司德国全资子公司Blitz 25-430 GmbH（以下简称德国SPV公司）, SMS公司在册员工的劳动合同关系已由德国SPV公司承接，管理层及核心员工均 保持稳定，德国SPV公司已正式投入运营。 2025年6月5日，德国SPV公司通过公证程序确认作为买方接受《资产购买协 议》项下约定的《不动产购买协议》的权利及义务，德国SPV公司和SMS公司将 基于该《不动产购买协议》的约定进行不动产的产权变更登记手续。 福建恒而达新材料股份有限公司 关于收购SMS Maschinenbau GmbH相关资产进展的 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。 2025年5月8日，福建恒而达新材料股份有限公司（以下简称公司）与德国SMS Maschine ...

Group 1 - The company has announced a profit distribution plan for the year 2024, which includes a cash dividend of 1.50 RMB per 10 shares and a stock bonus of 3 shares for every 10 shares held, resulting in a total capital increase of 36,001,800 shares [1][2] - The total cash dividend to be distributed amounts to 18,000,900 RMB (before tax), with specific tax implications for different types of shareholders [1][2] - Following the distribution, the total share capital will increase from 120,006,000 shares to 156,007,800 shares [1][2] Group 2 - The record date for the distribution is set for June 12, 2025, and the trading of the newly issued shares will commence on June 13, 2025 [2] - The distribution will be executed through the shareholders' custodial securities companies, with any fractional shares being allocated based on a specific sorting method [2] - The minimum price for share reduction after the distribution is adjusted to 11.75 RMB per share, in accordance with the company's commitments prior to its initial public offering [3]