Core Viewpoint - The company is advancing its full acquisition of Fujian Junpeng Communication Technology Co., Ltd. as a strategic move aligned with the development trends in the new energy industry and its long-term strategic planning [1] Group 1: Strategic Considerations - The first strategic consideration is to strengthen the core competitiveness of the new energy business, as Junpeng Communication possesses mature technology and stable customer resources in the lithium battery structural components sector, particularly with a long-term strategic partnership with industry leader CATL [1] - The second consideration is to enhance the new energy industry chain layout, as the company has previously entered the lithium battery structural components and conductive connection components sectors through the establishment of Anhui Fangzheng New Energy Technology Co., Ltd. and the acquisition of Fujian Jiaxin Metal Technology Co., Ltd. The full acquisition of Junpeng Communication will enable deeper integration of the new energy business segment, forming a more complete industrial chain synergy advantage [1]

证券日报网12月19日讯宁波方正（300998）在2025年12月19日回答调研者提问时表示，公司布局机器人 业务是基于对产业发展趋势的精准判断和自身战略发展的需要，核心考量有三：一是把握新兴产业红 利，人形机器人作为集成人工智能、高端制造等先进技术的颠覆性产品，预计2025年—2030年全球具身 智能机器人市场平均复合增长率超50%，市场空间广阔，布局该领域可开辟新的增长曲线；二是响应国 家战略导向，契合"十五五"规划培育战略性新兴产业、发展新质生产力的要求，推动制造业高端化转 型；三是发挥自身优势，公司在精密制造领域的技术积累可与机器人产业形成高效衔接。与现有主营业 务的协同效应显著：一方面是技术协同，公司深耕汽车模具、智能装备领域多年，在材料选型、工艺优 化、精密结构件制造等方面的核心能力，可直接迁移至机器人关节模组、核心结构件的研发生产中，实 现技术复用；另一方面是产能与客户协同，机器人部件业务可共享公司现有生产体系，提升产能利用 率，同时依托公司服务全球头部汽车零部件企业的客户资源，为机器人业务的市场拓展奠定基础。此 外，机器人技术的应用还能反哺主营业务，例如将具身智能机器人应用于公司精密组装、分拣 ...

宁波方正(300998.SZ)披露投资者关系活动记录表，截至目前，公司已经开始向机器人领域下游相关客 户进行小批量供货，主要供货产品包括人形机器人双臂及腿部结构件等。 ...

Revenue Growth - In the first three quarters of 2025, the company achieved a revenue of 904 million yuan, representing a year-on-year growth of 42.77% [2] - The revenue growth is driven by two core factors: - A strong recovery in the traditional core mold business, with a 62.45% increase in revenue and a 5.99% rise in gross margin in the first half of 2025 [2] - Rapid expansion of the new energy business, with revenue contributions from lithium battery precision components and conductive connection components reaching 17.92% and 11.79%, respectively [2] Profitability Improvement - The company plans to optimize product structure to increase the proportion of high-margin new energy precision components, leveraging scale effects to reduce costs [3] - Profitability is expected to improve gradually as new energy business production capacity is released and order scales expand, with specific timelines dependent on market conditions and business progress [3] Strategic Business Expansion - The company is entering the humanoid robot sector through collaborations with several enterprises, driven by three strategic considerations: - Capturing emerging industry benefits, with the humanoid robot market projected to grow at an average compound annual growth rate of over 50% from 2025 to 2030 [3] - Aligning with national strategic directives to promote high-end manufacturing transformation [3] - Utilizing existing precision manufacturing capabilities to enhance robot component development [3] - Initial small-scale supply of humanoid robot components, including dual-arm and leg structures, has commenced [3] Acquisition Plans - The company is progressing with the acquisition of the remaining 60% stake in Junpeng Communication, having already acquired 40% [4] - Key steps include ongoing due diligence, auditing, and updating financial data to facilitate the transaction [4] - The acquisition aims to strengthen the company's competitiveness in the new energy sector, particularly in lithium battery structural components, and to enhance the overall energy industry chain [4]

南方财经12月12日电，宁波方正（300998.SZ）公告，公司正在筹划以现金方式购买福建省鹏鑫创展新 能源科技有限公司持有的福建骏鹏通信科技有限公司60%股权。本次交易实施前，宁波方正持有骏鹏通 信40%股权，鹏鑫创展持有骏鹏通信60%股权。本次交易完成后，骏鹏通信将成为宁波方正全资子公 司。本次交易不涉及发行股份，也不会导致公司控制权变更。 ...

宁波方正汽车模具股份有限公司（以下简称"宁波方正"或"公司"）正在 筹划以现金方式购买福建省鹏鑫创展新能源科技有限公司（以下简称"鹏鑫创展"） 持有的福建骏鹏通信科技有限公司（以下简称"骏鹏通信"或"标的公司"）60% 股权（以下简称"本次交易"）。本次交易实施前，宁波方正持有骏鹏通信 40% 股权，鹏鑫创展持有骏鹏通信 60%股权。本次交易完成后，骏鹏通信将成为宁波 方正全资子公司，本次交易构成关联交易。 根据《上市公司重大资产重组管理办法》规定和初步测算，本次交易预计构 成重大资产重组。本次交易不涉及发行股份，也不会导致公司控制权变更。 公司已于 2025 年 4 月 16 日披露了《关于筹划重大资产重组暨关联交易的提 示性公告》（公告编号：2025-019），已对本次交易涉及的相关事项进行了详细 说明。并于 2025 年 5 月 13 日披露了《关于筹划重大资产重组暨关联交易的进展 公告》（公告编号：2025-040），2025 年 6 月 10 日披露了《关于筹划重大资产 重组暨关联交易的进展公告》（公告编号：2025-043），2025 年 7 月 8 日披露了 《关于筹划重大资产重组暨关联交易的进 ...

Group 1 - The company, Ningbo Fangzheng (300998.SZ), has products related to energy storage, including lithium battery module conductive connectors and lithium battery top cover components [2] - The financial data related to the energy storage products will be disclosed in the company's periodic reports, and investors are encouraged to pay attention to the relevant announcements [2]

Core Insights - Beijing Lingsheng Technology Co., Ltd. has officially established a strategic partnership with Ningbo Fangzheng Automobile Mould Co., Ltd. to create an "Beijing R&D + Ningbo Manufacturing" industrial collaboration model [1][2] - The partnership aims to leverage Lingsheng Technology's advanced embodied intelligence technology and Ningbo Fangzheng's precision manufacturing capabilities to drive growth in the robotics sector [1][2] Group 1 - The collaboration will enable Lingsheng Technology to accelerate product mass production with support from Ningbo Fangzheng's top-notch precision manufacturing capabilities [1] - Ningbo Fangzheng will provide critical manufacturing support, including precision manufacturing of key components such as joint modules and structural parts for Lingsheng Technology's robots [2] - The partnership will create a closed-loop ecosystem of "technology research and development - scene application - industrial landing," enhancing core competitiveness [2] Group 2 - The collaboration focuses on the synergy of "intelligent algorithms + precision manufacturing," driving the entire process from technology development to mass production of humanoid robots [2] - Both companies aim to inject strong momentum into high-quality industrial development through a dual-driven approach of "industry + investment" [2]

Core Insights - Ningbo Fangzheng's stock price decreased by 2.23% on November 21, with a trading volume of 34.97 million yuan [1] - The company reported a financing net buy of -1.21 million yuan on the same day, indicating a higher level of financing repayment compared to new purchases [1] - As of November 21, the total financing and securities lending balance for Ningbo Fangzheng was 116 million yuan, representing 3.85% of its market capitalization [1] Financing and Securities Lending - On November 21, Ningbo Fangzheng had a financing buy amount of 2.54 million yuan, with a current financing balance of 116 million yuan, which is above the 80th percentile of the past year [1] - There were no securities lent or sold on November 21, with a securities lending balance of 0.00 yuan, indicating a high level of inactivity in this area [1] Company Overview - Ningbo Fangzheng, established on March 16, 2004, and listed on June 2, 2021, specializes in the research, production, and sales of automotive plastic molds, plastic parts, smart equipment, and precision components for lithium batteries [1] - The company's revenue composition includes molds (50.58%), precision components for lithium batteries (17.92%), conductive connection components for lithium battery modules (11.79%), plastic products and accessories (10.41%), smart equipment (5.59%), and others (3.71%) [1] Financial Performance - For the period from January to September 2025, Ningbo Fangzheng achieved a revenue of 904 million yuan, reflecting a year-on-year growth of 42.77% [2] - The company reported a net profit attributable to shareholders of -22.08 million yuan, a decrease of 32.31% compared to the previous year [2] Shareholder Information - As of September 30, 2025, the number of shareholders for Ningbo Fangzheng was 6,979, a decrease of 3.79% from the previous period [2] - The average number of circulating shares per shareholder increased by 3.94% to 15,429 shares [2] Dividend Information - Since its A-share listing, Ningbo Fangzheng has distributed a total of 48.63 million yuan in dividends, with 27.35 million yuan distributed over the past three years [3] - Notably, the fund 华夏行业景气混合A (003567) has exited the list of the top ten circulating shareholders as of September 30, 2025 [3]

Core Viewpoint - Ningbo Fangzheng Automotive Mould Co., Ltd. has signed a strategic cooperation agreement with Ningbo Huaxiang Electronics Co., Ltd.'s wholly-owned subsidiary, Ningbo Huaxiang Qiyuan Technology Co., Ltd., to accelerate the development of the general robotics industry and promote innovation in the supply chain and products [2][3] Group 1: Strategic Cooperation - The agreement emphasizes principles of legal compliance, complementary advantages, friendly consultation, and mutual benefit [2] - Both companies will collaborate on core components such as precision structural parts and joint modules, creating a complete development chain from R&D to mass production [2] - Ningbo Fangzheng will provide office and production environments for testing and demonstration of robotic products, while both parties will promote applications in industrial manufacturing, commercial services, and scientific education [2] Group 2: Product Development and Market Expansion - The cooperation will cover various robot types, including bipedal humanoid, wheeled humanoid, quadrupedal, and commercial cleaning robots [2] - Huaxiang Qiyuan will handle demand design and solution confirmation, while Ningbo Fangzheng will focus on process development and manufacturing implementation [2] - The partnership aims to expand downstream application scenarios and leverage Ningbo Fangzheng's precision manufacturing experience to secure high-quality downstream customers, potentially establishing a rapid market share in niche areas [2] Group 3: Business Synergy and Growth Potential - The robotics component business is expected to create technical synergies with existing businesses in automotive molds, automotive parts, lithium battery precision components, and intelligent equipment [3] - This collaboration is anticipated to enhance capacity utilization and scale effects [3] - Long-term, the robotics business may become a new growth curve for the company, providing new momentum for sustained performance growth [3]