中信建投证券股份有限公司关于 固高科技股份有限公司 2025 年上半年度跟踪报告 | 保荐人名称：中信建投证券股份有限公司 | 上市公司简称：固高科技 | | --- | --- | | 保荐代表人姓名：赵龙 | 联系电话：0755-23953869 | | 保荐代表人姓名：朱李岑 | 联系电话：0755-23953869 | 一、保荐工作概述 1 | 9.保荐业务工作底稿记录、保管是否合规 | 是 | | --- | --- | | 10.对上市公司培训情况 | | | （1）培训次数 | 0 次，拟下半年开展培训工作 | | （2）培训日期 | 不适用 | | （3）培训的主要内容 | 不适用 | | 11.其他需要说明的保荐工作情况 | 无 | 二、保荐人发现公司存在的问题及采取的措施 | 事 项 | 存在的问题 | 采取的措施 | | --- | --- | --- | | 1.信息披露 | 无 | 不适用 | | 2.公司内部制度的建立和执行 | 无 | 不适用 | | 3."股东会、董事会"运作 | 无 | 不适用 | | 4.控股股东及实际控制人变动 | 无 | 不适用 | | 5.募集资金存放 ...

证券日报网讯固高科技（301510）9月12日发布公告，在公司回答调研者提问时表示，GMC也就是运控 系统，从公司观察来看，其技术大致与市场上定义的机器人小脑范畴相通，能涵盖"机器人小脑"领域。 从公司自身发展历程来看，公司在机器人领域已有十多年的技术、产品经验。公司控制、驱动、电机、 通信、编码器及其他部件与系统产品能契合并满足各种构型的机器人需求，公司会寻求适配自身的技 术、产品特点的商业对象，并展开更为深入的工程、商业合作。 ...

Group 1: Company Overview and Market Opportunities - The company is categorized as an industrial control system and core components provider, primarily serving the manufacturing sector, including CNC machine tools, semiconductor processing equipment, and robotics [3] - The strategic opportunity lies in the transformation of China's manufacturing industry, which has exceeded 40 trillion RMB, moving towards high-end manufacturing and advanced production capabilities [3] - The demand for high-end equipment, particularly in semiconductor processing and CNC machine tools, is increasing as the industry undergoes structural optimization [3] Group 2: Revenue Structure - Revenue from the semiconductor and related fields accounts for approximately 14% [4] - The industrial laser equipment sector contributes over 30% to the revenue [4] - Revenue from 3C automation equipment represents over 24%, while general automation accounts for less than 10% [4] - Revenue from robotics is currently low, estimated at 10 to 20 million RMB, primarily from industrial and logistics robots [4] Group 3: Challenges and Competitive Landscape - The main challenge in high-end equipment is ecological access, as international competitors have established deep industry ecosystems over decades [4] - Major competitors in the high-end equipment sector include Siemens, Fanuc, and Mitsubishi, indicating a highly competitive environment [4] - The market for high-end micro-nano servo processing equipment in China is estimated to be between 300 to 500 billion RMB, presenting both opportunities and challenges [5] Group 4: Technological Development - The company is focused on advancing technology and product applications in high-end equipment, particularly in semiconductor and CNC machine tools [3] - The evolution of control units in the industry has led to the emergence of PLC and GMC systems, with GMC addressing complex control needs in high-speed and high-precision scenarios [5] - The company has over a decade of experience in robotics, positioning it well to adapt its technology to meet market demands [5]

格隆汇9月9日｜固高科技(301510.SZ)现跌5.16%报32.88元，暂成交2.96亿元，最新市值131亿元。固高科技公告，股东光远自动化有限公司拟自公告披露之 日起15个交易日后的3个月内，通过集中竞价或大宗交易方式减持不超过440万股，占1.10%；股东固丰(香港)有限公司拟减持不超过165.5万股，占0.41%， 其中不超过120万股减持收益归公司董事周玲，不超过45.5万股减持收益归公司财务总监林振荣。(格隆汇) ...

Group 1 - The core point of the article is that shareholders of Gokong Technology (301510.SZ) plan to reduce their holdings in the company through various trading methods [1] Group 2 - Shareholder Guangyuan Automation intends to reduce its stake by up to 4.4 million shares, which represents 1.10% of the total share capital of the company, within three months after 15 trading days from the announcement [1] - Shareholder Gofeng plans to reduce its stake by up to 1.655 million shares, accounting for no more than 0.41% of the total share capital, also within three months after 15 trading days from the announcement [1]

固高科技（301510）(301510.SZ)发布公告，股东光远自动化计划自本公告披露之日起15个交易日后3个 月内以集中竞价方式和大宗交易方式合计减持公司股份不超过440万股(占公司总股本比例1.10%)。股东 固丰计划自本公告披露之日起15个交易日后3个月内以集中竞价方式、大宗交易方式合计减持公司股份 不超过165.5万股(占公司总股本比例不超过0.41%)。 ...

Group 1 - The major shareholder, Guangyuan Automation Co., Ltd., holds 23.9848 million shares, accounting for 6.00% of the total shares, and plans to reduce its holdings by up to 4.4 million shares, which represents 1.10% of the total shares, within three months after the announcement date [1] - Another shareholder, Gofeng (Hong Kong) Co., Ltd., holds 6.3658 million shares, representing 1.59% of the total shares, and intends to reduce its holdings by up to 1.655 million shares, which is 0.41% of the total shares [1] - The reduction in shares by Gofeng (Hong Kong) Co., Ltd. includes a maximum of 1.2 million shares, with the proceeds from this reduction allocated to the company's director Zhou Ling, and up to 455,000 shares allocated to the company's financial director Lin Zhenrong [1]

Group 1 - The core viewpoint of the news is that two major shareholders of Gogo Technology Co., Ltd. have announced their plans to reduce their holdings due to personal financial needs, which will not affect the company's control or governance structure [1][2][3] Group 2 - Guangyuan Automation Co., Ltd. holds 23,984,810 shares, accounting for 6.00% of the total share capital, while Gufeng (Hong Kong) Co., Ltd. holds 6,365,800 shares, accounting for 1.59% [1] - Guangyuan Automation plans to reduce its holdings by up to 4,400,000 shares, representing 1.10% of the total share capital, within three months after the announcement [1] - Gufeng plans to reduce its holdings by up to 1,655,000 shares, representing no more than 0.41% of the total share capital, with part of the proceeds going to company executives [2] - The shares being reduced were originally held before the company's initial public offering, and the reduction price will be based on market conditions at the time of sale [3] - The reduction plans comply with relevant laws and regulations, and the company will ensure that shareholders adhere to disclosure obligations during the reduction period [3]

Summary of Key Points - The company Gogo Technology (301510.SZ) announced that its shareholder Guangyuan Automation plans to reduce its stake by up to 4.4 million shares, which represents 1.1% of the company's total share capital [1] - Another shareholder, Gufeng (Hong Kong) Limited, which holds 1.59% of the company's shares, intends to reduce its holdings by up to 1.655 million shares, accounting for no more than 0.41% of the total share capital [1]

Core Viewpoint - Gogo Technology (301510.SZ) announced that its significant shareholder, Guangyuan Automation Co., Ltd., plans to reduce its holdings by up to 4,400,000 shares, representing 1.10% of the total share capital, within three months after a 15-trading-day period following the announcement [1] Summary by Relevant Categories Shareholder Actions - Guangyuan Automation currently holds 23,984,810 shares, accounting for 6.00% of the total share capital, and intends to reduce its stake [1] - Gufeng (Hong Kong) Co., Ltd. holds 6,365,800 shares, representing 1.59% of the total share capital, and plans to reduce its holdings by up to 1,655,000 shares, which is not more than 0.41% of the total share capital [1] - Of the shares to be reduced by Gufeng, up to 1,200,000 shares will benefit the company's director Zhou Ling, and up to 455,000 shares will benefit the company's CFO Lin Zhenrong [1]