国信证券股份有限公司 关于上海唯万密封科技股份有限公司 首次公开发行前已发行股份解除限售 并上市流通的核查意见 国信证券股份有限公司（以下简称"国信证券"或"保荐人"）作为上海唯万密 封科技股份有限公司（以下简称"唯万密封"、"上市公司"、"公司"）首次公开发 行股票的保荐人，根据《证券发行上市保荐业务管理办法》、《深圳证券交易所创 业板股票上市规则》《深圳证券交易所上市公司自律监管指引第 2 号——创业板 上市公司规范运作》等相关法律、法规和规范性文件的规定，对唯万密封首次公 开发行前已发行股份解除限售并上市流通的事项进行了审慎核查，核查意见如下： 一、首次公开发行前已发行股份概况 经中国证券监督管理委员会《关于同意上海唯万密封科技股份有限公司首次 公开发行股票注册的批复》（证监许可[2022]1230 号）同意注册，公司首次公开 发行人民币普通股（A 股）股票 30,000,000 股，并于 2022 年 9 月 14 日在深圳证 券交易所创业板上市。首次公开发行股票完成后公司总股本为 120,000,000 股， 其中有流通限制或限售安排的股份数量为 93,459,067 股，占发行后总股本的比例 为 ...

Summary of Key Points Core Viewpoint - On September 8, a total of 32 stocks were involved with institutional investors, with 17 showing net buying and 15 showing net selling [1]. Institutional Net Buying - The top three stocks with the highest net buying by institutions were: - Zhejiang Haideman: Net buying amount of 222.36 million yuan, with a price increase of 20.00% [2]. - New Han New Materials: Net buying amount of 98.84 million yuan, with a price increase of 20.00% [2]. - Sanqi Interactive Entertainment: Net buying amount of 93.46 million yuan, with a price increase of 10.02% [2]. Institutional Net Selling - The top three stocks with the highest net selling by institutions were: - Weiman Sealing: Net selling amount of 78.35 million yuan [3]. - Jingxing Paper Industry: Net selling amount of 69.16 million yuan [3]. - Duofluo: Net selling amount of 62.44 million yuan [3].

唯万密封今日上涨10.57%，全天换手率38.89%，成交额7.56亿元，振幅11.35%。龙虎榜数据显示，机构 净卖出7835.45万元，营业部席位合计净买入2161.52万元。 深交所公开信息显示，当日该股因日换手率达38.89%上榜，机构专用席位净卖出7835.45万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交3.38亿元，其中，买入成交额为1.41亿 元，卖出成交额为1.97亿元，合计净卖出5673.93万元。 具体来看，今日上榜的营业部中，共有7家机构专用席位现身，即买一、买三、买四、买五、卖一、卖 二、卖三、卖四，合计买入金额1.01亿元，卖出金额1.80亿元，合计净卖出7835.45万元。 近半年该股累计上榜龙虎榜8次，上榜次日股价平均涨0.88%，上榜后5日平均跌0.06%。 资金流向方面，今日该股主力资金净流入5739.89万元，其中，特大单净流入5014.74万元，大单资金净 流入725.14万元。近5日主力资金净流入1.18亿元。 机构评级来看，近5日共有1家机构评级买入。预计目标价最高的是国信证券，9月7日国信证券发布的研 报给予公司目标价位44.45元。（数据宝） ...

从资金流向上来看，当日工程机械板块主力资金净流出2.21亿元，游资资金净流入1236.14万元，散户资 金净流入2.09亿元。工程机械板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 301161 | 唯万密封 | 6231.53万 | 8.24% | September 1 904.03万 | 1.20% | -7135.55万 | -9.44% | | 001226 拓山重工 | | 4909.33万 | 20.72% | -1465.29万 | -6.18% | -3444.04万 | -14.54% | | 605305 | 中际联合 | 3040.20万 | 5.30% | -2842.60万 | -4.95% | -197.60万 | -0.34% | | 603338 | 浙江鼎力 | 1781.49万 | 6.28% | -1146.38万 | -4.04% | -635.11 ...

唯万密封今日涨10.57%，成交额7.56亿元，换手率38.89%，盘后龙虎榜数据显示，3家机构专用席位净 买入5791.80万元，有4家机构专用席位净卖出1.36亿元。 ...

Group 1: Market Movements - Zhongji Xuchuang's stock price surged over 10%, raising its total market value to 473.548 billion yuan, surpassing Dongfang Caifu for the first time and becoming the second-largest in the ChiNext market [1] - Zhongji Xuchuang's market value has increased by 335.072 billion yuan year-to-date, the largest growth in the ChiNext market [1] Group 2: Index Adjustments - FTSE Russell announced quarterly changes to several indices, including the FTSE China 50 Index, which will include companies such as BeiGene, NewEase, WuXi AppTec, and Zhongji Xuchuang, while excluding China National Nuclear Power, China Unicom, Guodian Nanjing Automation, and Wanhua Chemical [3] Group 3: Corporate Actions - Leap Motor completed a private placement of shares, raising a total of 2.6 billion yuan, with CITIC Securities serving as the lead underwriter [5] - Tailong Pharmaceutical received approval for the registration of 800 million yuan in short-term financing bonds [8] - China Zhongwang announced the cancellation of a 700 million yuan technology innovation bond issuance [9] - SF Holding repurchased 1.185 million A-shares for a total of 49.7825 million yuan, accounting for 0.02% of the company's total share capital [14] - UBTECH Robotics secured a procurement contract worth 250 million yuan for humanoid robot products and solutions [15]

Group 1: Market Outlook - Goldman Sachs predicts that there is still room for growth in the Chinese stock market, with improved investor sentiment and support for the recent rebound [1] - The influx of hedge fund capital and the significant savings of retail investors are identified as major driving forces behind the stock market's rise [1] Group 2: Government and Policy - The Ministry of Finance and the People's Bank of China are working together to ensure the stable and healthy development of the bond market, emphasizing the importance of coordination between fiscal and monetary policies [2] - The joint working group has achieved significant results since its establishment, and further collaboration is planned to enhance the effectiveness of policies [2] Group 3: Company News - China Shipbuilding Industry Corporation will terminate the listing of China Shipbuilding Heavy Industry Company on September 5, 2025, with a share conversion ratio of 1:0.1339 [4] - Dongxin Technology has begun sample deliveries to some clients and is progressing with product production and sales plans [5] - Jinli Permanent Magnet has upgraded its R&D department to focus on embodied robotics, which is expected to be a significant growth area for the company [6] - Weiman Sealing is expanding into the robotics sector, conducting customized R&D and sample testing [8] - Zhongcheng Co., Ltd. plans to acquire 100% of Jiangsu Qingneng Clean Energy Co., Ltd. for 151 million yuan, enhancing its position in the energy storage market [9] - Chengdu Huamei's new ADC chip has not yet achieved large-scale sales, with potential market demand uncertainties [9] - NanDu Power's high-voltage lithium battery products have received major certifications in the U.S. and are being used in data centers [11] - Aishida's subsidiary Qianjiang Robot has secured an order for 1,888 intelligent welding robots, indicating strong demand in the steel structure industry [13] - Robotech has signed a contract for automated silicon photonic packaging equipment worth approximately 946.50 million euros, expected to positively impact future performance [14]

Group 1 - On September 3, Shanghai Weiman Sealing Technology Co., Ltd. conducted an online meeting with six institutions, including Penghua Fund and Huaxia Fund, to address investor inquiries [1] - The company provides solutions for key components in the textile machinery sector, such as spinning machines and texturing machines, with a focus on polyurethane friction discs for texturing machines, which have passed customer tests and received initial bulk orders [1] - The company plans to enhance product quality and compliance rates through lean production, improved material processing techniques, and research on automation equipment [1] Group 2 - After acquiring 100% of Shanghai Jiano, the company emphasizes research on basic materials to build a multi-material application system and expand into new fields [2] - The company will adhere to a "three-much" strategy, focusing on internal research of materials, products, and application technologies, while also enhancing brand building and production processes to reduce costs [2] - Externally, the company aims to optimize the industrial chain by integrating quality resources and pursuing strategic mergers and acquisitions to enhance its material platform and industry layout for long-term profitability [2]

Core Viewpoint - The company is expanding into the robotics sector for sealing applications, indicating a strategic shift in its business focus [1] Group 1: Company Developments - The company began exploring the robotics field for sealing applications this year [1] - It is actively seeking partnerships with robotics suppliers to meet their technical requirements and update cycles [1] - The current development stage is still in its early phases, characterized by significant uncertainty [1]

Group 1: Company Overview and Product Development - The company provides solutions for key components in the textile machinery industry, including spinning machines and texturing machines, with confirmed orders for polyurethane friction discs [2] - The company is enhancing production processes through material processing technology research and automation equipment studies to improve product quality and market share [2] Group 2: Robotics and Technology Expansion - The company has developed material and application technology reserves for sealing performance and is actively expanding into the robotics sector, customizing research and testing based on supplier requirements [3] - The robotics application is still in the early development stage, with significant uncertainties, and the company commits to timely disclosures of any advancements [3] Group 3: Acquisition and Integration Strategy - Following the 100% acquisition of Shanghai Jiano, the company is integrating resources across teams, business, technology, finance, and culture to enhance its multi-material application system [3] - The focus is on developing new sealing products for various applications and promoting domestic alternatives [3] Group 4: Future Development and Strategic Goals - The company plans to continue its "Three More" strategic development route, focusing on internal research of materials, products, and application technologies to enhance product quality and production efficiency [4] - Externally, the company aims to leverage capital for strategic acquisitions to improve material platforms and business layouts, ensuring sustainable profitability [4]