Core Viewpoint - The company Yiheda (301029) has announced that its second phase of the smart manufacturing supply chain center in South China has reached a usable state, with equipment being acquired and relocated for future use [1] Group 1: Project Development - The South China Phase II project includes the construction of warehouses, machining workshops, and dormitory buildings [1] - The main objectives of the project are to strengthen supply chain capabilities, increase self-manufacturing capacity, and extend the FB business [1] - The expected annual production capacity upon reaching full production is projected to be 4.2 million product shipments [1]

（编辑 王雪儿） 证券日报网讯 怡合达9月8日在互动平台回答投资者提问时表示，出海业务是公司重点战略，欧洲是出 海的重点市场之一，未来公司将坚定不移地加大海外业务拓展，深化全球布局。关于具体出海地区请关 注公司相关公告，目前公司海外业务针对不同市场，已灵活运用战略伙伴合作、现地化供应、代理商模 式和跨境电商平台等多种方式，覆盖了全球30多个国家和地区，跨越了亚洲、北美洲、欧洲、南美洲、 大洋洲等多个地区。 ...

证券日报网讯怡合达9月8日在互动平台回答投资者提问时表示，公司是一家为非标自动化设备提供零部 件的一站式采购平台，产品包括直线运动零件、传动零部件、气动元件、铝型材及配件、工业框体结构 部件、机械加工件、机械小零件、电子电气类等产品类别，主要服务于自动化设备制造商，应用于 3C、锂电、汽车、光伏、工业机器人、半导体等众多行业。公司有向人形机器人厂商提供部分零部 件，但占比较低，主要包括直线运动零件和机械小零件等类别产品，公司将持续关注人形机器人行业的 合作机会，助力公司长期发展。 （文章来源：证券日报） ...

Core Insights - The company is undergoing a transformation to address the pain points in the non-standard parts supply chain, focusing on automation and efficiency improvements [3][4][11] Group 1: Company Overview - The company has developed a comprehensive product system with 199 major categories, 4,573 subcategories, and 2.58 million SKUs of FA automation components by June 2025 [4] - The company has implemented a strict credit policy for accounts receivable management, ensuring normal collection of receivables without significant risks [7] Group 2: Automation and Digital Transformation - The company launched an automated quoting system in May 2024, reducing quoting time from hours to seconds [3] - The company has made significant progress in digital transformation, including the establishment of an information system for its Vietnam subsidiary and the implementation of a production MES system in its Suzhou subsidiary, improving production efficiency by approximately 20% [10][11] Group 3: Product Development and Customer Focus - The company emphasizes customer needs in product development, ensuring that product design aligns with customer performance, quality, and delivery requirements [5] - The company is focusing on long-tail demand in various industries, particularly in semiconductor and medical sectors, to create a unique development path and core competitiveness [8] Group 4: Cost Management and Supplier Optimization - The company has established a product supply system that includes self-manufacturing, OEM/ODM supply, and centralized procurement to manage raw material price fluctuations [9] - The company actively optimizes its supplier structure to reduce procurement costs and improve efficiency [9]

每经AI快讯，有投资者在投资者互动平台提问：请问怡合达智能制造供应链华南中心二期项目，何时 投产？该项目主要是生产什么产品？预计年营收多少？ 怡合达（301029.SZ）9月8日在投资者互动平台表示，目前智能制造供应链华南中心二期项目已达到预 定可使用状态，相关设备在购置迁移中，后续将陆续投入使用。华南二期项目的建设内容包括包括仓 库、机加工车间、宿舍楼等，主要用于强化供应链能力、提高自制产能以及延展FB业务，预计达产年 拟新增产能为产品出货420万项次。 （文章来源：每日经济新闻） ...

Summary of Key Points Core Viewpoint - In the past five trading days, a total of 337 companies were investigated by institutions, with significant interest in companies like Yihua, Lanke Technology, and Anker Innovation, indicating a trend of institutional focus on specific stocks [1]. Institutional Research Activity - 90.21% of the companies investigated had participation from securities firms, with 304 companies being researched by them. Fund companies followed with 255 companies, and private equity firms investigated 159 companies [1]. - Among the companies, 111 received attention from more than 20 institutions, with Yihua being the most researched at 236 institutions, followed by Lanke Technology at 231 institutions, and Anker Innovation at 209 institutions [1]. Fund Flow and Stock Performance - Out of the stocks investigated by more than 20 institutions, 18 saw net inflows in the past five days. Longi Green Energy had the highest net inflow of 207 million yuan, followed by Defang Nano and Bojie Shares with net inflows of 203 million yuan and 150 million yuan, respectively [1]. - In terms of stock performance, 30 of the investigated stocks increased in value, with Bojie Shares leading with a rise of 24.17%, followed by SanSheng Guojian at 17.11% and Yiqiao Shenzhou at 9.70%. Conversely, 81 stocks declined, with Tongyi Zhong, Sanhui Electric, and Lexin Technology experiencing the largest drops of 18.96%, 17.65%, and 17.49% respectively [2]. Detailed Company Insights - The following table summarizes key data for selected companies: - Yihua: 1 investigation, 236 institutions, closing price 27.72 yuan, change +1.91% [2] - Lanke Technology: 1 investigation, 231 institutions, closing price 108.41 yuan, change -11.79% [2] - Anker Innovation: 1 investigation, 209 institutions, closing price 137.19 yuan, change -2.17% [2] - Bojie Shares: 1 investigation, 22 institutions, closing price 59.60 yuan, change +24.17% [5] Sector Performance - The sectors represented among the investigated companies include machinery, electronics, media, pharmaceuticals, and more, indicating a diverse interest from institutions across various industries [1][2].

Group 1: Business Challenges and Solutions - The core components in the BOM account for 60% of the procurement cost, while "white label" non-core standard parts make up 10-15%, and customized non-standard parts constitute 25-30% [2][3] - The company has launched an automated quoting system that improved quoting speed from hours to seconds as of May 2024 [3] - The flexible intelligent production line began operation in the second half of 2024, allowing quick product model switching and reducing downtime [3] Group 2: Product Development and Customer Focus - As of June 2025, the company has developed a product system comprising 199 major categories, 4,573 subcategories, and 2.58 million SKUs [4] - The company emphasizes customer needs in product development, production, and sales, aiming for a "zero defect" approach to enhance quality and efficiency [4][5] Group 3: Accounts Receivable Management - The company has implemented strict credit policies based on customer business scale and credit status, ensuring normal accounts receivable turnover without significant risks [6] Group 4: Industry Expansion Plans - The company aims to identify and respond to long-tail demands across various industries, focusing on automation equipment compatibility and standardization of non-standard products [7] - Plans are in place to enhance quality control and certification systems for industries with lower penetration rates, such as semiconductors and healthcare [7][8] Group 5: Cost Management Strategies - The company has established a diversified supply system to mitigate raw material price fluctuations, optimizing supplier structures to reduce procurement costs [9] Group 6: Digital Transformation Initiatives - Recent digital transformation efforts include the establishment of an information system in Vietnam and automation of the entire process from quoting to order fulfillment, reducing processing time by approximately 80% [10] - The company is leveraging AI technology in various applications, achieving improvements in cost reduction, product innovation, and customer experience [10][12]

Group 1 - The core viewpoint of the news is that Yihua Da's stock has seen a significant increase, with a rise of 5.14% to 27.21 CNY per share, and a total market capitalization of 17.257 billion CNY [1] - Yihua Da Automation Co., Ltd. specializes in the research, production, and sales of automation components, providing a one-stop supply for factory automation parts [1] - The company's main business revenue composition includes linear motion parts (34.61%), aluminum profiles and accessories (20.16%), machined parts (16.38%), transmission components (15.07%), and electronic and electrical components (13.09%) [1] Group 2 - From the perspective of fund holdings, one fund under Rongtong has a significant position in Yihua Da, with 17,600 shares held, accounting for 2.11% of the fund's net value [2] - The Rongtong Cross-Border Growth Flexible Allocation Mixed Fund (001830) has achieved a year-to-date return of 6.39% and a one-year return of 18.75% [2] - The fund's total asset size is 19.0271 million CNY, and it ranks 5988 out of 8178 in its category for year-to-date performance [2]

Group 1 - The company Yiheda announced on the evening of September 2 that its second extraordinary general meeting of shareholders in 2025 approved several proposals, including the proposal to change the company's registered capital and to revise and handle the business registration changes [2]

证券代码：301029 证券简称：怡合达 公告编号：2025-053 东莞怡合达自动化股份有限公司 2025 年第二次临时股东大会决议公告 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、本次股东大会未出现否决提案的情况； 2、本次股东大会不涉及变更前次股东大会决议的情况。 一、会议召开情况 1. 股东大会届次： 2025 年第二次临时股东大会。 2. 会议召集人：公司董事会。 3. 会议主持人：公司董事长金立国。 4. 会议召开的日期、时间： （1）现场会议召开时间： 2025 年 9 月 2 日（星期二）下午 15:00 开始。 （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：2025年9月2日9:15-9:25，9:30-11:30，13:00-15:00； 通过深圳证券交易所互联网投票系统投票的具体时间为：2025 年 9 月 2 日 9:15-15:00。 股权登记日： 2025 年 8 月 26 日。 5. 会议的召开方式：本次会议采取现场投票与网络投票相结合的 方式召开。 6. 现场会议召开地点：广东省东莞 ...