（文章来源：证券日报） 证券日报网讯 8月22日晚间，震裕科技发布公告称，近日，公司全资子公司苏州范斯特机械科技有限公 司使用闲置募集资金购买了现金管理产品，金额分别为4，200万元和1，800万元，产品类型为保本浮动 收益型，预计年化收益率均为1.00%或1.80%或2.45%。 ...

证券日报网讯 震裕科技8月22日在互动平台回答投资者提问时表示，公司与部分客户的商业合作鉴于商 业保密要求，不便透露。公司新业务的进展将遵循信息披露规则及客户的要求在定期报告或临时公告中 予以披露。 （编辑 袁冠琳） ...

证券代码：300953 证券简称：震裕科技 公告编号：2025-083 宁波震裕科技股份有限公司 关于使用闲置募集资金进行现金管理的进展公告 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 2024 年 10 月 24 日召 开第四届董事会第三十五次会议、第四届监事会第二十六次会议，审议通过了《关 于使用闲置募集资金进行现金管理的议案》，同意公司及子公司在确保不影响募 集资金投资项目建设、不影响公司正常运营及确保资金安全的情况下，使用不超 过人民币 5.5 亿元（含本数）的闲置募集资金进行现金管理，使用期限自第四届 董事会第三十五次会议审议通过之日起 12 个月内有效。在上述额度和期限内， 资金可循环滚动使用。具体内容详见公司于 2024 年 10 月 26 日在巨潮资讯网 （www.cninfo.com.cn）上披露的《关于使用闲置募集资金进行现金管理的公告》 （公告编号：2024-114）。 一、本次使用闲置募集资金购买现金管理产品的情况 近日，公司全资子公司苏州范斯特机械科技有限公司（以下简称"苏州范斯 特 ...

证券代码：300953 证券简称：震裕科技 公告编号：2025-082 宁波震裕科技股份有限公司 1、本次股份质押基本情况 关于控股股东的一致行动人股份质押的公告 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的一 致行动人宁波震裕新能源有限公司（以下简称"震裕新能源"）的通知，获悉震 裕新能源将其所持有公司股份办理了股票质押业务，相关质押登记手续已办理完 毕。具体事项如下： 一、股东股份质押基本情况 | 股 | 是否为控 股股东或 | | 占其所 | 占公司 | | 是否为 | | | | 质 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 东 | 第一大股 | 本次质押 | 持股份 | 总股本 | 是否为 | 补充质 | 质押起始 | 质押到期日 | 质权人 | 押 | | 名 | 东及其一 | 数量（股） | 比例 | 比例 | 限售股 | 押 | 日 | | | 用 | | 称 | 致行动人 | ...

Summary of Key Points from Conference Call Industry Overview - The conference call discusses the **screw rod industry**, particularly focusing on **planetary roller screw rods** used in humanoid robots, with applications in high-end fields such as **medical** and **aerospace** [1][2][3]. Core Insights and Arguments - **Market Leadership**: The global screw rod market is dominated by Japanese and European companies, holding approximately **60%-70%** market share, with significant technological advantages [3]. - **Domestic Companies**: Chinese companies like **Hengli Hydraulic** and **Zhejiang Rongtai** are actively entering the market, benefiting from the growing demand for humanoid robots and accelerating the localization process [1][4]. - **Demand Surge**: The demand for screw rods in humanoid robots is experiencing explosive growth, prompting companies to expand their technological capabilities and production capacity [1][3]. - **Technical Advantages**: Planetary roller screw rods offer high precision, high load capacity, and long lifespan, making them suitable for high-load and high-precision applications [1][8]. - **Profit Margin Discrepancy**: Domestic screw rod companies have lower profit margins compared to international leaders, primarily due to differences in precision control and brand premium [1][16]. Additional Important Content - **Types of Screw Rods**: The main types of screw rods for humanoid robots include **sliding screw rods**, **ball screw rods**, and **planetary roller screw rods**, with the latter being the most suitable for joint movements in humanoid robots [2]. - **Competitive Landscape**: Domestic companies are increasing their presence in the screw rod industry, with notable players like **Zhejiang Rongtai** securing orders from Tesla and planning to extend into joint module fields [3][23]. - **Production and Technology**: Companies are improving production processes and technology to enhance efficiency and reduce costs, with expectations for stable pricing in the future [3][10]. - **Market Potential**: The market for automotive screw rods is projected to exceed **7 billion RMB** in 2025, indicating significant growth potential [14]. - **Challenges in Precision**: The precision of screw rods is critical, with key indicators including pitch and various types of errors affecting overall performance [15]. - **Future Trends**: The screw rod industry is currently in a price decline phase, which is expected to stabilize as the industry matures, with optimistic long-term prospects for the market [31]. Company-Specific Developments - **Hengli Hydraulic**: Plans to establish a factory in North America to directly supply Tesla, with expected profits nearing **3 billion RMB** in 2025 [24]. - **Zhejiang Rongtai**: Has received orders from Tesla for micro screw rods and is expanding into joint modules, enhancing its strategic positioning in the humanoid robot market [23]. - **Beiste**: Has diversified into linear motion components, initially targeting the automotive sector but now also entering the humanoid robot market [27]. - **Zhenyu Technology**: Has completed a full set of screw products for humanoid robots and is moving towards automated production lines [28]. - **North Technology**: Has secured a position in Tesla's supply chain for body joints, indicating its growing importance in the market [25]. This summary encapsulates the key points discussed in the conference call, highlighting the current state and future potential of the screw rod industry, particularly in relation to humanoid robots.

震裕科技公告，公司控股股东蒋震林及其一致行动人震裕新能源已将其所持有的公司部分股份办理了解 除质押业务。本次解除质押股份总数为1163.57万股，占公司总股本的6.71%。截至公告披露日，公司控 股股东及其一致行动人累计质押股份1589万股，占其所持股份的34.17%，占公司总股本的9.16%。本次 解除质押不会对公司生产经营、公司治理等产生重大影响，解除质押的股份不涉及业绩补偿义务。 ...

证券代码：300953 证券简称：震裕科技 公告编号：2025-081 宁波震裕科技股份有限公司 关于控股股东及其一致行动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。 宁波震裕科技股份有限公司（以下简称"公司"）于近日收到公司控股股东、 实际控制人蒋震林先生及其一致行动人宁波震裕新能源有限公司（以下简称"震 裕新能源"）的通知，获悉蒋震林先生及其一致行动人震裕新能源已将其所持有的 公司部分股份办理了解除质押业务，相关解除登记手续已办理完毕，具体事项如下： 一、本次解除质押的基本情况 1、本次股份解除质押的基本情况 | 股东 名称 | 是否为控 股股东或 第一大股 | 本次解除 质押数量 | 占其所持 股份比例 | 占公司 总股本 | 起始日 | 解除日期 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 东及其一 | （股） | | 比例 | | | | | | 致行动人 | | | | | | 中信银行 | | 蒋震 | | | | | | | 股份有限 | ...

Investment Rating - The report maintains a "Buy" rating for the photovoltaic and wind power sectors, indicating a positive outlook for these industries in the near to medium term [4][5]. Core Insights - The photovoltaic industry is undergoing a "de-involution" movement at the national strategic level, focusing on capacity integration in the silicon material segment and strengthening price regulation across the supply chain. The industry is currently at the bottom of the cycle, with future policy strength being a key variable influencing its trajectory. In the medium to long term, the photovoltaic sector is expected to enter a phase of high-quality development, with technological upgrades and market structure optimization becoming core competitive factors [4]. - The wind power sector in China has a strong global competitive advantage, with a relatively reasonable supply-demand structure and robust profitability among companies. The year 2025 is anticipated to be a significant year for offshore wind power development in China, with accelerated construction and favorable export trends [4]. Weekly Market Review - From August 4 to August 8, 2025, the Shanghai Composite Index rose by 2.11%, while the Shenzhen Component Index and the ChiNext Index increased by 1.25% and 0.49%, respectively. The Shenwan Electric Power Equipment Index rose by 1.94%, outperforming the CSI 300 by 0.71 percentage points. Within sub-sectors, photovoltaic equipment, wind power equipment, batteries, and grid equipment experienced changes of +1.29%, +4.50%, +0.99%, and +3.08%, respectively [12][18]. Key Sector Tracking - **Photovoltaic Sector**: The report highlights a significant project where JA Solar is the candidate for a 50MW photovoltaic component procurement project in Tibet, with a bid amount of approximately 36 million CNY and a unit price of 0.7215 CNY/W [3][21]. - **Wind Power Sector**: The report emphasizes the strong profitability of domestic wind power companies in the first half of the year and suggests focusing on leading companies such as Goldwind Technology and Dongfang Cable [4]. Investment Recommendations - **Photovoltaic**: Focus on segments that have undergone sufficient corrections, such as silicon materials, glass, and battery cells. Recommended companies include Aiko Solar, Flat Glass Group, GCL-Poly Energy, and Junda Technology [4]. - **Wind Power**: Maintain a positive outlook on the domestic wind power supply chain, with recommendations for companies like Goldwind Technology and Zhongtian Technology [4]. - **New Energy Vehicles**: The sector continues to grow rapidly, with recommendations to focus on battery and structural components benefiting from low upstream raw material prices, including companies like CATL and EVE Energy [5]. Industry Price Data - The report includes price trends for key materials in the photovoltaic supply chain, indicating fluctuations in silicon material, battery cell, and module prices, which are critical for assessing market dynamics [35][36][38].

Core Viewpoint - Zhenyu Technology's stock price experienced a decline of 1.28% on August 11, 2025, closing at 105.42 yuan, indicating market volatility and investor sentiment towards the company [1] Company Summary - Zhenyu Technology specializes in the research, production, and sales of precision structural components and molds, with applications in the electric vehicle and consumer electronics sectors [1] - The company is associated with concept sectors including batteries and humanoid robots, highlighting its involvement in innovative technology fields [1] Market Activity - On the morning of August 11, Zhenyu Technology's stock saw a rapid rebound around 9:35 AM, with a price increase of over 2% within five minutes, reaching a high of 108.79 yuan [1] - The net inflow of main funds on that day was 28.3664 million yuan, contributing to a cumulative net inflow of 207 million yuan over the past five days, indicating strong investor interest [1]

Core Viewpoint - Zhenyu Technology's stock price increased by 0.57% to 107.30 yuan as of August 5, 2025, with a trading volume of 787 million yuan, indicating positive market sentiment towards the company [1] Company Overview - Zhenyu Technology specializes in the research, development, production, and sales of precision molds and lithium battery structural components, with applications in the new energy vehicle and consumer electronics sectors [1] - The company operates in sectors including batteries, lithium batteries, and energy conservation and environmental protection [1] Financial Performance - Zhenyu Technology expects a net profit attributable to shareholders of 185 million to 212 million yuan for the first half of 2025, representing a year-on-year growth of 40.45% to 60.95% [1] Market Position - The company has been identified by brokerages as a key player in the core components of the robotics industry chain, particularly in niche areas such as lead screws [1] Capital Flow - On August 5, 2025, the net inflow of main funds was 38.78 million yuan, accounting for 0.29% of the circulating market value [1] - Over the past five trading days, the cumulative net outflow of main funds was 50.63 million yuan, representing 0.38% of the circulating market value [1]