报告期内，公司经营计划有序开展，主营业务销售收入较快速度增长、规模效应明显;同时公司加大技 术研发与创新、提升生产自动化水平，通过精细化管理降本增效，促进公司整体经济效益提升。 智通财经APP讯，震裕科技(300953.SZ)发布2025年前三季度业绩预告，预计前三季度归属于上市公司股 东的净利润4亿元至4.2亿元，同比增长132%—143.6%。 ...

Core Viewpoint - Zhenyu Technology (300953) expects a significant increase in net profit for the first three quarters of 2025, projecting a range of 400 million to 420 million yuan, representing a year-on-year growth of 132.00% to 143.60% [1] Group 1: Financial Performance - The company anticipates net profit attributable to shareholders to be between 400 million and 420 million yuan for the first three quarters of 2025 [1] - This projected profit growth indicates a substantial increase compared to the previous year, with a growth rate between 132.00% and 143.60% [1] Group 2: Business Operations - The company's operational plans are being executed in an orderly manner, contributing to the rapid growth of sales revenue in its main business [1] - There is a noticeable scale effect due to the increase in sales, which is enhancing overall economic efficiency [1] Group 3: Innovation and Efficiency - Zhenyu Technology is increasing its investment in technology research and innovation, which is expected to further drive growth [1] - The company is also enhancing its production automation levels and implementing refined management practices to reduce costs and improve efficiency [1]

Core Viewpoint - The company, Zhenyu Technology, expects a significant increase in net profit for the first three quarters, indicating strong operational performance and effective cost management [1] Financial Performance - The net profit attributable to shareholders is projected to be between 400 million and 420 million yuan, representing a year-on-year growth of 132% to 143.6% [1] - The net profit after deducting non-recurring gains and losses is expected to be between 395 million and 405 million yuan, reflecting a year-on-year increase of 151.57% to 157.94% [1] Operational Factors - The growth in net profit is primarily attributed to the orderly execution of the company's operational plans and a rapid increase in sales revenue from its main business [1] - The company has enhanced its technological research and innovation, improved production automation levels, and implemented refined management practices to reduce costs and increase efficiency [1]

Core Viewpoint - Zhenyu Technology (300953.SZ) expects a significant increase in net profit for the first three quarters of 2025, projecting a range of 400 million to 420 million yuan, representing a year-on-year growth of 132% to 143.6% [1] Group 1: Financial Performance - The company anticipates net profit attributable to shareholders to be between 400 million and 420 million yuan [1] - This projection indicates a substantial increase compared to the same period last year, with growth rates between 132% and 143.6% [1] Group 2: Business Operations - The company's operational plans are being executed in an orderly manner, contributing to the rapid growth of main business sales revenue [1] - There is a notable scale effect observed in the company's operations [1] Group 3: Innovation and Efficiency - The company is increasing investment in technology research and innovation [1] - Efforts are being made to enhance production automation levels [1] - The implementation of refined management practices is aimed at reducing costs and increasing efficiency, thereby improving overall economic benefits [1]

震裕科技公告，2025年前三季度归属于上市公司股东的净利润预计在4亿元至4.2亿元之间，比上年同期 的1.72亿元增长132.00%至143.60%。扣除非经常性损益后的净利润预计在3.95亿元至4.05亿元之间，比 上年同期的1.57亿元增长151.57%至157.94%。业绩增长主要由于主营业务销售收入快速增长、规模效应 以及公司加大技术研发与创新，提升生产自动化水平，精细化管理降本增效。具体数据将在2025年第三 季度报告中详细披露。 ...

证券代码：300953 证券简称：震裕科技 公告编号：2025-096 宁波震裕科技股份有限公司 2025 年前三季度业绩预告 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 9 月 30 日。 2、业绩预告情况：预计净利润为正值且属于同向上升情形 单位：万元 | 项 目 | | 本报告期 | | | 上年同期 | | --- | --- | --- | --- | --- | --- | | 归属于上市公司股 东的净利润 | | 40,000.00 | — | 42,000.00 | 17,241.29 | | | 比上年同期 增长 | 132.00% | — | 143.60% | | | 扣除非经常性损益 后的净利润 | | 39,500.00 | — | 40,500.00 | 15,701.37 | | | 比上年同期 增长 | 151.57% | — | 157.94% | | 二、与会计师事务所沟通情况 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。 本次业绩预告相关财务数据为公司财务部门初步测算的结果，未经 ...

Group 1 - The humanoid robot sector has accelerated in recent years, attracting significant attention from the capital market, with related concept stocks performing exceptionally well [1] - As of September 30, humanoid robot concept stocks have averaged an increase of 83.6% this year, significantly outperforming the Shanghai Composite Index [1] - A total of 25 concept stocks have doubled in value this year, with the top performers including Shangwei New Materials, Shenghong Technology, and Zhenyu Technology [1] Group 2 - Institutions are optimistic about the growth potential of humanoid robot concept stocks, with 27 stocks expected to have a net profit growth rate exceeding 20% in the next two years [1] - Among these high-growth stocks, four have a market capitalization exceeding 100 billion yuan, namely Shenghong Technology, Huichuan Technology, Lingyi Technology, and Huaqin Technology [1] - As of September 30, stocks with relatively low rolling price-to-earnings ratios among the 27 high-growth humanoid robot concept stocks include Zhonglian Heavy Industry, Huaqin Technology, Jihong Co., Shiyun Circuit, and Yihua Da [1]

Core Viewpoint - The article highlights the rapid growth and potential of the electric vehicle (EV) industry in China, focusing on the performance and prospects of Zhenyu Technology, a key player in the precision components sector for EVs and energy storage systems [3][5]. Group 1: Industry Overview - The Chinese EV market is projected to see a year-on-year growth of over 25% in production and sales by August 2025, with a 37.3% increase in production and a 36.7% increase in sales from January to August 2025 [3]. - The global market for lithium battery structural components is expected to reach approximately 48.1 billion yuan by 2025, with a compound annual growth rate (CAGR) of 15-20% over the next three years [17][20]. Group 2: Company Profile - Zhenyu Technology specializes in precision structural components for the EV sector, particularly in electric motor cores and lithium battery components, and has seen its stock price increase by nearly 230% since the beginning of the year [5][14]. - The company has established itself as a leading supplier of electric motor cores, achieving revenues of 1.711 billion yuan in 2023, a nearly 16-fold increase since 2017 [14][15]. - Zhenyu Technology's lithium battery structural components are projected to generate 4.2 billion yuan in revenue in 2024, marking a nearly 30% increase year-on-year, with a market share exceeding 20% [21][23]. Group 3: Financial Performance - Zhenyu Technology's revenue has grown from 750 million yuan in 2019 to 7.13 billion yuan in 2024, nearly a tenfold increase over six years, with a continued growth trend into 2025 [25]. - Despite significant revenue growth, the company has faced cash flow challenges, with cumulative cash outflows exceeding 5 billion yuan from 2019 to 2024 due to high accounts receivable and capital expenditures [30][32]. - As of mid-2025, the company had cash reserves of less than 1.1 billion yuan against long-term borrowings of 4.252 billion yuan, indicating a substantial cash gap [34]. Group 4: Future Prospects - Zhenyu Technology is expanding into the humanoid robot sector, leveraging its precision component technology to produce critical parts such as lead screws and linear actuators, with a projected market size of 45.5 billion yuan by 2030 [37][40]. - The company has developed capabilities to produce reverse planetary roller screws, which are essential for humanoid robots, and is currently in the supplier onboarding process for several international clients [41].

1、本次股份解除质押基本情况 证券代码：300953 证券简称：震裕科技 公告编号：2025-095 宁波震裕科技股份有限公司 关于控股股东、实际控制人部分股份解除质押及质押的公告 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。 宁波震裕科技股份有限公司（以下简称"公司"）于近日接到控股股东、实 际控制人蒋震林先生的通知，获悉蒋震林先生将其所持有公司部分股份办理了解 除质押及质押业务，相关手续已办理完毕。具体事项如下： 一、股东股份解除质押及质押基本情况 | 股东 名称 | 是否为控 股股东或 第一大股 东及其一 | 本次解除质 押数量（股） | 占其所持股 份比例 | 占公司总 股本比例 | 起始日 | 解除日期 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 致行动人 | | | | | | | | 蒋震 林 | 是 | 7,490,000 | 16.10% | 4.32% | 2022/10/14 | 2025/9/29 | 中信银行 股份有限 公司宁波 | | | | | | ...

Group 1 - The core viewpoint of the news is that Zhenyu Technology has seen a significant increase in its stock price, rising by 5.38% to reach 189.64 CNY per share, with a total market capitalization of 32.898 billion CNY [1] - Zhenyu Technology, established on October 18, 1994, is located in Ningbo, Zhejiang Province, and specializes in the research, design, production, and sales of precision progressive stamping molds and downstream precision structural components [1] - The company's main business revenue composition includes precision structural components at 79.07%, other products at 15.23%, and molds and accessories at 5.70% [1] Group 2 - According to data from the top ten holdings of funds, one fund under Shenwan Hongyuan holds Zhenyu Technology as a significant investment, with 5,800 shares held, representing 4.68% of the fund's net value [2] - The Shenwan Hongyuan Specialized and New Theme Mixed Fund A (015919) has a current scale of 14.3699 million CNY and has achieved a return of 6.11% this year, ranking 1 out of 2 in its category [2] - Over the past year, the fund has seen a return of 43.05%, also ranking 1 out of 2 in its category, although it has experienced a loss of 15.6% since its inception [2]