Core Insights - The article highlights that over 190 stocks were investigated by institutions in the past week, with Dajin Heavy Industry receiving the most attention from 209 institutions [1] - Dajin Heavy Industry's research indicates that the replacement of existing energy and the addition of new electricity demand, combined with unique natural resource endowments, make offshore wind development in Europe a "must" [1] - The North Sea, Baltic Sea, and the Atlantic Ocean off the coasts of England, France, and Western Europe have high wind speeds and shallow waters, indicating abundant offshore wind energy resources with currently low penetration rates [1] - The existing offshore wind power capacity in these regions is insufficient to meet demand, suggesting significant growth potential for offshore wind energy in the future [1] Performance Summary - Among the stocks investigated by institutions, nine are projected to have a net profit increase exceeding 100% by 2025, including Baiwei Storage, Yinglian Co., Guoli Electronics, Fute Technology, Runfeng Co., Dajin Heavy Industry, Haopeng Technology, Zhenyu Technology, and Changlan Technology [1] - Baiwei Storage leads with a projected net profit increase of over five times [1] - The average increase in stock prices for the investigated companies exceeded 5% in the past week, with Longxin Zhongke, Dike Co., and Qixiang Tengda seeing increases of over 20% [1]

Core Viewpoint - The article highlights that Daikin Heavy Industries has attracted the most institutional research interest, with 209 institutions conducting research on the company, indicating strong market interest and potential growth in the offshore wind energy sector in Europe [1] Group 1: Institutional Research - Daikin Heavy Industries has been researched by 209 institutions, including 46 fund companies, 44 securities firms, 41 private equity firms, and 12 insurance companies [1] - The company emphasizes the necessity of replacing existing energy sources and meeting new electricity demands, particularly in the context of Europe's unique natural resource endowments [1] Group 2: Offshore Wind Energy Potential - The North Sea, Baltic Sea, and the Atlantic waters off the coasts of England and France are characterized by high wind speeds and shallow waters, making them rich in offshore wind energy resources [1] - The current penetration rate of offshore wind energy in these regions is very low, indicating significant growth potential for offshore wind power in the future [1] Group 3: Performance of Research Stocks - Among the stocks researched by institutions, nine are projected to have a net profit increase exceeding 100% by 2025, including companies like Baiwei Storage and Daikin Heavy Industries [1] - Baiwei Storage leads with a projected net profit increase of over five times, showcasing exceptional growth potential [1] - The average stock price of the researched companies has risen by over 5% in the past week, with individual stocks like Longxin Zhongke and Dike Co. seeing increases of over 20% [1]

证券代码：300953 证券简称：震裕科技 公告编号：2026-007 宁波震裕科技股份有限公司 2026 年度第一次临时股东会决议公告 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： 1、本次股东会无否决提案的情形。 2、本次股东会不涉及变更以往股东会已通过的决议。 （一）会议召开情况 1、会议召开的时间： （1）现场会议召开时间：2026年1月23日（星期五）14:30 （2）网络投票时间：通过深圳证券交易所交易系统进行网络投票的具体时 间为：2026年1月23日9:15-9:25，9:30-11:30和13:00-15:00；通过深圳证券交易所 互联网投票系统投票的具体时间为：2026年1月23日9:15-15:00。 2、召开地点：浙江省宁波市宁海县滨海新城东港南路6号公司会议室 3、召开方式：现场表决与网络投票相结合 4、召集人：公司董事会 5、主持人：公司董事长蒋震林先生 一、会议召开和出席情况 通过现场和网络投票的股东及股东代理人 140 人，代表股份 82,085,311 股， （二）会议出席情况 6、会议召开的合法、合规性：本次会 ...

浙江省杭州市杭大路 1 号黄龙世纪广场 A 座 11 楼 310007 电话：0571-87901111 传真：0571-87901500 法律意见书 浙江天册律师事务所 关于 宁波震裕科技股份有限公司 2026 年度第一次临时股东会的 法律意见书 法律意见书 浙江天册律师事务所 关于 宁波震裕科技股份有限公司 2026 年度第一次临时股东会的 法律意见书 编号：TCYJS2026H0096 致：宁波震裕科技股份有限公司 浙江天册律师事务所（以下简称"本所"）接受宁波震裕科技股份有限公司 （以下简称"震裕科技"或"公司"）的委托，指派本所律师参加公司 2026 年度 第一次临时股东会，并根据《中华人民共和国证券法》（以下简称"《证券法》"） 《中华人民共和国公司法》（以下简称"《公司法》"）和《上市公司股东会规 则》（以下简称"《股东会规则》"）等法律、法规和其他有关规范性文件的要 求出具本法律意见书。 在本法律意见书中，本所律师仅对本次股东会召集、召开程序、出席人员的 资格、召集人的资格、表决程序及表决结果的合法有效性发表意见，不对会议所 审议的议案内容和该等议案中所表述的事实或数据的真实性和准确性发表意见 ...

证券代码：300953 证券简称：震裕科技 公告编号：2026-006 截至本公告披露日，公司控股股东、实际控制人及其一致行动人所持股份累 计质押情况如下： 股 东 名 称 是否为控 股股东或 第一大股 东及其一 致行动人 本次质押 数量（股） 占其所 持股份 比例 占公司 总股本 比例 是否为 限售股 是否 为补 充质 押 质押起始 日 质押到期 日 质权人 质押 用途 蒋 震 林 是 2,400,000 5.16% 1.38% 否 否 2026/1/21 9999/1/1 西藏信 托有限 公司 融资 需求 合 计 - 2,400,000 5.16% 1.38% - - - - - - 1、本次股份质押基本情况 | | | | 本次质押 | 本次质押 | | 占公司 | 已质押股份情况 | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 持股数量 | 持股比 | 前质押股 | 后质押股 | 占其所 | 总股本 | | | | | | 名称 | （股） | 例 | 份数量 | 份数 ...

（文章来源：证券日报） 证券日报网讯 1月21日，震裕科技发布公告称，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业务，相关手续已办理完毕，本次解除质 押数量为2，400，000股。 ...

关于控股股东、实际控制人部分股份解除质押的公告 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。 证券代码：300953 证券简称：震裕科技 公告编号：2026-005 宁波震裕科技股份有限公司 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、股东股份解除质押基本情况 2、若出现合计数尾数与各分项数字之和尾数不一致的情况，均为四舍五入原因造成； 3、本公告中所述限售股份不包括高管锁定股。 1、本次股份解除质押基本情况 | 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 | 2,400,000 | 5.16% | 1.38% | 2 ...

Group 1 - The core viewpoint of the articles highlights the optimistic outlook of fund managers on the technology sector, particularly in artificial intelligence, cloud computing, and robotics, as key investment directions for the upcoming years [1][3][12] - Fund managers are emphasizing the importance of risk management in the technology sector, which is characterized by high growth potential and volatility, advocating for diversified investment strategies [2][21] Group 2 - Fund manager Ren Jie focuses on global cloud computing investments, with a notable performance of the fund achieving a unit net value growth rate of 233.29% in 2025, ranking first among active equity funds [3][4] - The fund's latest quarterly report indicates a decrease in stock positions, with a stock market value proportion of 78.76%, down by 13 percentage points from the previous quarter [3][4] - The top ten holdings include companies like Shengyi Technology and Zhongji Xuchuang, with significant annual growth rates of 205.82% and 396.38% respectively [3][4] Group 3 - Fund manager Li Jin expresses a strong interest in artificial intelligence computing-related assets, focusing on sectors with the best growth potential, including technology, new energy, and pharmaceuticals [8][12] - The fund's top three holdings are Zhongji Xuchuang, Xinyi Technology, and Huamao Technology, with substantial increases in positions for companies like Dongshan Precision and Industrial Fulian [9][10] Group 4 - Fund manager Yan Siqian emphasizes the investment opportunities in manufacturing and low-carbon technologies, highlighting the importance of intelligent manufacturing and technological innovation for sustainable development [13][15] - The fund's top holdings include Wuzhou Xinchun and Zhenyu Technology, with significant increases in positions for companies like Beite Technology and Sili Technology [14][15] Group 5 - Fund manager Feng Ludan notes that the artificial intelligence industry is in the early stages of forming a bubble, suggesting a cautious approach to investment while monitoring technological advancements and business model validations [16][21] - The fund's latest report shows a stock position of 86.04%, with significant increases in holdings for companies like Huadian Technology and Tencent Holdings [18][19]

Core Insights - The company, Zhenyu Technology, reported a significant increase in orders from the robotics industry expected by the fourth quarter of 2025 [1] - The growth rate of orders for dexterous hand components and parts is particularly fast [1] - The company's main business revenue is substantial, with a median expected operating income of 9.8 billion yuan for the entire year of 2025 [1] - Despite the rapid growth in robotics-related component orders, their revenue contribution remains relatively small [1]

Financial Performance - In the first three quarters of 2025, the company achieved a revenue of CNY 6.593 billion, representing a year-on-year growth of approximately 31.47% [3] - The net profit attributable to shareholders reached CNY 412 million, with a year-on-year increase of about 138.93% [3] - The forecast for 2025 indicates expected revenue between CNY 9.3 billion and CNY 10.3 billion, with net profit projected between CNY 500 million and CNY 550 million [4] Business Growth Drivers - The significant growth in 2025 is attributed to the orderly execution of the business plan, increased sales revenue, and improved capacity utilization [4] - The company is focusing on technological research and innovation, enhancing production automation, and implementing refined management to reduce costs and improve efficiency [5] Market Trends and Risks - The demand for lithium batteries is expected to grow explosively, which is anticipated to sustain the company's growth trajectory in 2025 [4] - The recent rise in aluminum prices may impact profitability; the company plans to negotiate price mechanisms with clients and enhance procurement strategies to mitigate short-term fluctuations [5] New Business Ventures - The company is entering the humanoid robot components sector, leveraging its expertise in precision manufacturing to develop necessary components [8][9] - An investment of CNY 1 billion is planned for the humanoid robot precision module and component manufacturing project, with an expected production capacity of 210,000 linear modules and 640,000 micro ball screws annually [14] Production and Development Updates - The company has initiated the construction of a factory in Serbia, which began operations in November 2025, focusing on drive motor core stamping [12] - The company is also planning to expand its operations to Mexico and other overseas regions based on new business developments and client requirements [12] Product Innovation - The company has made significant advancements in the iteration of robotic hardware products, achieving a weight reduction of 22.5% and a temperature decrease of 13% in the latest generation of actuators [11] - New components such as micro rolling screws and gear systems are being developed to provide customized solutions for clients in the robotic sector [11] Investment Risks - The humanoid robot industry is still in its early stages, and while the company is optimistic about long-term growth, there are significant uncertainties associated with industry development and business expansion [15][16]