证券日报网讯 8月5日晚间，金沃股份发布公告称，截至本公告日，公司已将暂时补充流动资金的闲置 募集资金4，000万元全部归还至募集资金专用账户，使用期限未超过十二个月。至此，公司使用的暂时 补充流动资金的闲置募集资金已经全部归还完毕。 （编辑 楚丽君） ...

通过天眼查大数据分析，浙江金沃精工股份有限公司共对外投资了6家企业，参与招投标项目34次，知 识产权方面有商标信息16条，专利信息70条，此外企业还拥有行政许可18个。 金融界消息 截至2025年8月5日收盘，金沃股份（300984）报收于60.59元，上涨0.83%，换手率5.19%， 成交量4.16万手，成交金额2.52亿元。 来源：金融界 资金流向方面，今日主力资金净流出1558.37万元，占比成交额6.19%。其中，超大单净流出3133.90万 元、占成交额12.45%，大单净流入1575.53万元、占成交额6.26%，中单净流出流出199.37万元、占成交 额0.79%，小单净流入1757.74万元、占成交额6.98%。 金沃股份最新一期业绩显示，截至2025一季报，公司营业总收入2.96亿元、同比增长10.65%，归属净利 润1231.09万元，同比增长103.41%，扣非净利润1189.85万元，同比增长165.96%，流动比率1.676、速动 比率0.972、资产负债率28.98%。 天眼查商业履历信息显示，浙江金沃精工股份有限公司，成立于2011年，位于衢州市，是一家以从事通 用设备制造业为 ...

公司已于 2025 年 5 月 13 日将 500 万元暂时补充流动资金的闲置募集资金归 还至募集资金专用账户，并及时将上述部分募集资金的归还情况告知保荐机构及 保荐代表人，具体内容详见公司 2025 年 5 月 13 日披露在巨潮资讯网 （www.cninfo.com.cn）上的《关于归还部分暂时补充流动资金的闲置募集资金 的公告》（公告编号 2025-065）。 2025 年 8 月 5 日，公司将 3,500 万元暂时补充流动资金的闲置募集资金归还 至募集资金专用账户，并及时将上述募集资金的归还情况告知保荐机构及保荐代 表人。 截至本公告日，公司已将上述暂时补充流动资金的闲置募集资金 4,000 万元 全部归还至募集资金专用账户，使用期限未超过十二个月。至此，公司使用的暂 时补充流动资金的闲置募集资金已经全部归还完毕。 证券代码：300984 证券简称：金沃股份 公告编号：2025-086 浙江金沃精工股份有限公司 关于归还暂时补充流动资金的闲置募集资金的公告 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。 浙江金沃精工股份有限公司（以下简称"公司"）于 ...

Investment Rating - The report does not explicitly state an investment rating for the automotive industry or the embodied intelligence sector Core Insights - The embodied intelligence sector is entering a rapid implementation phase as of 2025, with multiple manufacturers planning mass production of robots across various applications [12][16][18] - The automotive industry is actively integrating embodied intelligence into its supply chain, leveraging existing technological advancements and manufacturing capabilities [34][37] - Government policies across various provinces are increasingly supportive of the embodied intelligence and robotics industries, aiming to foster innovation and market expansion [17][21][18] Summary by Sections 1. Rapid Development of Embodied Intelligence - The period from 2020 to 2025 marks a significant evolution in embodied intelligence, driven by advancements in AI and robotics, particularly following the release of OpenAI's ChatGPT3 [11] - Major manufacturers like Tesla and Xiaomi are entering the market, with Tesla predicting a production capacity of over 5,000 units by 2025 and 50,000 units by 2026 [13][16] - The demand for robots in various sectors is projected to grow significantly, with manufacturing being a primary area for automation due to its repetitive tasks [25][27] 2. Integration of Automotive and Embodied Intelligence - The automotive industry is leveraging its existing technological expertise in areas such as sensor fusion and control algorithms to facilitate the development of embodied intelligence [34][37] - Over ten automotive manufacturers are actively pursuing the embodied intelligence sector through self-development and strategic investments [36][37] - The shared supply chain for components like sensors and chips between automotive and robotics sectors is expected to reduce costs and enhance production efficiency [43][49] 3. Government Support and Policy Framework - Various provinces, including Shenzhen and Beijing, have introduced policies to support the development of embodied intelligence, focusing on technology breakthroughs and ecosystem building [17][21][18] - The policies aim to create a conducive environment for innovation, with specific targets for industry scale and technological advancements by 2027 [18][21] - The report highlights a collaborative approach among regions to drive the growth of the embodied intelligence sector, emphasizing the importance of technology and market integration [18][21]

Group 1 - The core viewpoint of the article highlights that Huajun Fund has conducted research on a listed company, Jinwo Co., which specializes in the R&D, production, and sales of bearing rings, primarily serving international bearing enterprises [1] - Jinwo Co. has completed investments in high-speed forging, heat treatment, and precision grinding processes, enhancing its overall competitiveness [1] - The company is progressing with its screw rod business, with an expected annual production capacity of 500,000 sets to be established this year [1] - Jinwo Co. is developing an insulated bearing ring business aimed at preventing electro-corrosion, with low manufacturing costs and applications in new energy vehicles and variable frequency air conditioners; the first production line with an annual capacity of 2 million pieces is expected to be completed by Q3 2025 [1] - The company plans to continue its focus on automation and intelligent R&D to increase market share, targeting new industries and innovative sectors [1] Group 2 - Huajun Fund, established in July 2005 in Guangzhou, is dedicated to equity investment and financing in the financial market, providing specialized consulting services for the capital market [2] - The firm collaborates closely with clients to identify valuable investment and development opportunities, assisting them in capital market strategies [2] - Huajun Fund aims to integrate industry and financial capital to ensure clients achieve sustainable competitive advantages and enhance their innovation and organizational capabilities [2]

Group 1: Company Overview - The company's main business is the research, production, and sales of bearing rings, with major clients including Schaeffler, SKF, NSK, NTN, and JTEKT [2] - The company has invested in high-speed forging, precision cutting, heat treatment, and precision grinding to enhance its industrial chain and competitiveness [2] - A global factory in Mexico is expected to start equipment installation in the second half of 2025 and commence production in the first half of 2026 [2] Group 2: Product Development - The company is developing screw products, including nuts (excluding internal thread processing), rollers, and main screws, with production lines for nuts already in place and others expected to be operational by August and October 2025 [3] - The company plans to establish a production line with an annual capacity of 500,000 sets of screws, but current sales from screw products are minimal and unlikely to significantly impact overall performance in the short term [3] Group 3: Insulation Bearing Rings - The company is developing insulation bearing rings to prevent electrical corrosion in bearings, which is a major failure mode in variable frequency motors [4] - The first production line for insulation bearing rings, with an annual capacity of 2 million units, is expected to be completed by Q3 2025, but these products have not yet generated revenue [4] Group 4: Future Strategy - The company aims to enhance automation and intelligence in its bearing ring technology and expand market share through domestic customer development and global factory establishment [5] - The company plans to leverage its leading position in the bearing ring industry by focusing on talent, innovation, and research to explore new industries and growth opportunities [5]

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。 浙江金沃精工股份有限公司（以下简称"公司"）于近日收到公司实际控制 人之一的郑立成先生的通知，获悉其将所持有的部分公司股份办理了解除质押业 务。本次股份解除质押的具体情况如下： 一、股东部分股份解除质押的基本情况 证券代码：300984 证券简称：金沃股份 公告编号：2025-085 浙江金沃精工股份有限公司 关于股东部分股份解除质押的公告 | 股东名 | 是否为控股 股东或第一 | 本次解除质 | 占其所 | 占公司总 股本比例 | 起始日 | 解除日期 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 称 | 大股东及其 | 押数量（股） | 持股份 比例（%） | （%） | | | 质权人 | | | 一致行动人 | | | | | | | | 郑立成 | 是 | 4,200,000 | 26.12 | 3.41 | 2024-1-25 | 2025-7-21 | 中原信托有限 公司 | （一）本次股份解除质押基本情况 注：在股份质押期间，公司 ...

Group 1 - The report aims to summarize important weekly deep reports, significant commentary, and marginal changes within the macro strategy team of large manufacturing [1] - Core stocks identified by the team include Huada Jiutian, Shanghai Yanpu, Zhejiang Rongtai, and others [1] - The core portfolio consists of companies such as Sany Heavy Industry, XCMG Group, and others, indicating a focus on key players in the manufacturing sector [1] Group 2 - As of July 18, 2025, the best-performing indices in the last week included Communication (+8%), Pharmaceutical Biology (+4%), and Automotive (+3%) [2][13] - The top three indices in the large manufacturing sector were Changjiang Lithium Battery Equipment Index (+5%), Automotive Parts (+4%), and Automotive (+3%) [2][15] - A deep report on Xuguang Electronics highlights its leadership in domestic vacuum devices and growth potential in controllable nuclear fusion and electronic materials [4] Group 3 - The report indicates that the total investment of approximately 1.2 trillion yuan in the Yarlung Zangbo River downstream hydropower project has commenced, driving demand for construction machinery [3] - The defense sector is expected to benefit from military trade leading to strategic reassessment, particularly in regions like the Middle East [3] - The competitive landscape for vacuum arc extinguishing chambers shows a high concentration in the domestic market, with a CR2 of about 60% [5] Group 4 - The report forecasts a revenue CAGR of approximately 35% for the megawatt-level electronic tube segment from 2024 to 2027 [4] - The power equipment business is expected to achieve a revenue CAGR of about 10% during the same period, driven by ongoing investments in the power grid [4] - The military business is projected to benefit from increased defense spending, with precision structural components expected to account for 58% of military revenue in 2024 [5] Group 5 - The report anticipates that the company will achieve revenues of 1.95 billion, 2.39 billion, and 3.03 billion yuan from 2025 to 2027, with a CAGR of 24% [4] - The expected net profit for the same period is projected to be 170 million, 210 million, and 270 million yuan, with a CAGR of 39% [4] - The report highlights the company's strong position in the domestic aluminum nitride materials market, benefiting from domestic substitution trends [5] Group 6 - The report notes that the company has a high market share in the medical information technology sector, covering approximately 60% of tertiary hospitals by the end of 2024 [6] - The expected growth in the domestic medical software industry is projected at a CAGR of 11.5% from 2024 to 2029 [6] - The company is collaborating with major players like Huawei to develop a comprehensive intelligent medical information platform [6]

Core Viewpoint - Zhejiang JW Precision Machinery Co., Ltd. is planning to issue A-shares to specific investors, aiming to raise a total of 111.358 million yuan, with 95 million yuan allocated for specific investment projects. The company emphasizes the importance of accurate and complete information disclosure in its fundraising process [1][4]. Group 1: Issuance Details - The company plans to issue A-shares to specific qualified investors, pending approval from the Shenzhen Stock Exchange and the China Securities Regulatory Commission (CSRC) [1]. - The pricing for the shares will be based on 80% of the average trading price over the 20 trading days prior to the pricing date [1]. - The total number of shares issued will not exceed 30% of the company's total share capital before the issuance [1]. Group 2: Financial Allocation - The net proceeds from the issuance, after deducting issuance costs, will be invested in specific projects totaling 111.358 million yuan, with 95 million yuan earmarked from the fundraising [1]. - The company will initially use self-raised funds for project progress before replacing them with the raised funds once available [1]. Group 3: Risk Factors - The company faces high customer concentration risk, with 89.49% of its revenue in 2024 coming from its top five customers [4]. - There is a risk of declining gross margins due to high manufacturing costs and inefficiencies in new production lines [4]. - The company is exposed to international market risks, with 40.71% of its revenue in 2024 derived from overseas sales, which may be affected by trade protectionism and geopolitical tensions [5]. Group 4: Corporate Structure - As of March 31, 2025, the top ten shareholders collectively hold 59.29% of the company's shares, with the actual controllers being Zheng Licheng, Yang Wei, Zhao Guoquan, Zheng Xiaojun, and Ye Jianyang [11]. - The company has a well-defined corporate governance structure, with a unified action agreement among the major shareholders to ensure consistent decision-making [11][12]. Group 5: Industry Context - The company operates within the general equipment manufacturing industry, specifically in the rolling bearing manufacturing sector, which is subject to national macroeconomic policies and industry regulations [14][15]. - The industry is characterized by a competitive landscape with significant involvement from national regulatory bodies, including the National Development and Reform Commission and the Ministry of Industry and Information Technology [14].

金沃股份（300984）公告，公司于2025年7月16日收到深圳证券交易所出具的《关于受理浙江金沃精工 股份有限公司向特定对象发行股票申请文件的通知》。深交所对公司报送的向特定对象发行股票的申请 文件进行了核对，认为申请文件齐备，决定予以受理。本次向特定对象发行股票事项尚需通过深交所审 核，并获得中国证监会同意注册后方可实施，最终能否通过审核及其时间尚存在不确定性。公司将根据 进展情况及时履行信息披露义务。 ...