格隆汇9月8日丨儒竞科技(301525.SZ)在互动平台表示，公司暂未涉及液冷压缩机和水泵产品的生产， 公司产品主要包括HVAC/R领域内的变频驱动器及系统控制器、新能源汽车热管理系统领域内的驱动器 及控制器、伺服驱动及控制系统领域内的伺服驱动器及伺服电机。 ...

每经头条（nbdtoutiao）——烤肉店里洗头、西湖边开面包店、进军高端酒店……海底捞"不务正业"背 后：子品牌存活率不足50% （记者 张喜威） 2024年1至12月份，儒竞科技的营业收入构成为：电力电子占比100.0%。 截至发稿，儒竞科技市值为82亿元。 每经AI快讯，儒竞科技（SZ 301525，收盘价：86.92元）发布公告称，2025年8月28日至9月5日期间， 儒竞科技接受国泰基金等投资者调研，公司董事会秘书、财务总监厉昊超，投资者关系经理张瑶参与接 待，并回答了投资者提出的问题。 ...

| 投资者关系活动 | ☑特定对象调研 □分析师会议 □媒体采访 □业绩说明会 | | | --- | --- | --- | | 类别 | □新闻发布会 □路演活动 | | | | □现场参观 ☑其他 （券商策略会） 中金公司、国泰基金、东吴证券、大家资产、华泰柏瑞、建信养老基金、鹏 | | | | 华基金、东方红资管、交银施罗德、天风证券、富国基金、华安基金、南方 | | | 参与单位名称 | 基金、鑫元基金、域秀资本、淡水泉、国联民生、泓德基金、光证资管、国 | | | | 信资管、肇万资产、睿亿投资、彤源投资、翀云基金、东方阿尔法等机构代 | | | | 表参会（以上排名不分先后） | | | 时间 | 2025 年 8 月 28 日-9 月 5 日 | | | 地点 | 公司会议室、策略会 | | | 上市公司接待人 | 董事会秘书、财务总监：厉昊超 女士 | | | 员姓名 | 投资者关系经理：张瑶 女士 | | | | 一、公司基本情况介绍 | | | | 2025 年上半年，面对地缘政治和全球经贸区域化趋势对全球供应链冲 | | | | 击加剧等复杂多变的市场环境，公司以电力电子及电机控制技术 ...

证券日报网讯儒竞科技9月5日在互动平台回答投资者提问时表示，公司在伺服驱动及控制系统领域的技 术成熟，相关技术可以延伸拓展到机器人领域。公司凭借自主研发的控制系统和强大应用开发能力，在 机器人伺服驱动、运动控制、电机控制、电路设计等核心技术环节积累了一系列专利技术及软件著作权 成果，具备深厚技术积淀。公司正在积极研发拓展机器人领域产品线，为下游客户提供关键部件及解决 方案，满足市场及客户的差异化需求。公司在机器人相关细分零部件领域的业务尚处于投入期，部分产 品已实现样品交付但收入占比较小，对公司业绩未产生较大影响。 （文章来源：证券日报） ...

格隆汇9月5日丨儒竞科技(301525.SZ)在投资者互动平台表示，公司在伺服驱动及控制系统领域的技术 成熟，相关技术可以延伸拓展到机器人领域。公司凭借自主研发的控制系统和强大应用开发能力，在机 器人伺服驱动、运动控制、电机控制、电路设计等核心技术环节积累了一系列专利技术及软件著作权成 果，具备深厚技术积淀。公司正在积极研发拓展机器人领域产品线，为下游客户提供关键部件及解决方 案，满足市场及客户的差异化需求。公司在机器人相关细分零部件领域的业务尚处于投入期，部分产品 已实现样品交付但收入占比较小，对公司业绩未产生较大影响。 ...

Core Viewpoint - Company is actively expanding into the robotics sector, leveraging its mature technology in servo drives and control systems [2] Group 1: Company Technology and Capabilities - Company has developed a series of patented technologies and software copyrights in core areas such as servo drive, motion control, motor control, and circuit design [2] - The company possesses strong application development capabilities, which support its entry into the robotics field [2] Group 2: Business Development in Robotics - Company is in the investment phase for its robotics-related components, with some products already delivered as samples, although revenue contribution remains small [2] - The company aims to provide key components and solutions to meet differentiated market and customer demands in the robotics sector [2]

证券日报网讯儒竞科技（301525）9月4日在互动平台回答投资者提问时表示，公司不断推进技术创新和 产品升级，持续开拓国内外市场，不断优化产品结构，延伸产品矩阵，并加快在新兴领域的产业布局， 以持续提升经营业绩与企业价值。 ...

Core Viewpoint - Rujing Technology emphasizes its commitment to innovation and research-driven development in the field of power electronics and motor control technology [2] Group 1: Technology and Innovation - The company has successfully developed three major technology areas: motor control, power control, and system control technology [2] - Rujing Technology focuses on continuous R&D investment to enhance its innovation capabilities and accelerate the iteration and upgrade of core technologies and products [2] - The company has established a robust R&D platform to support its technological advancements [2]

Core Viewpoint - The company reported a revenue of 700 million yuan for 1H25, reflecting a year-on-year increase of 6.3%, and a net profit attributable to shareholders of 104 million yuan, corresponding to an earnings per share of 0.99 yuan, which is a year-on-year increase of 10.76% [1] Financial Performance - In 2Q25, the company achieved a revenue of 349 million yuan, a decrease of 4.29% year-on-year, with a net profit of 51 million yuan, an increase of 0.68% year-on-year, primarily due to factory relocation impacting overall performance [1][3] - The gross margin for 2Q25 was approximately 27.5%, an increase of 5.9 percentage points year-on-year and 1.7 percentage points quarter-on-quarter, attributed to an improved product mix and higher margins in the heat pump and automotive businesses [3] Business Segments - The automotive business continued to grow significantly, while the HVAC (heating, ventilation, and air conditioning) business experienced a slight decline. For 1H25, the revenue from HVAC and automotive segments was 422 million yuan and 260 million yuan, respectively, with year-on-year changes of -3.98% and +28.18% [2] - The HVAC segment faced challenges due to a slowdown in overall terminal demand, but the heat pump business showed sustained high growth. The company is also expanding into energy-saving solutions for data centers [2] - The automotive segment is enhancing its product offerings and has completed the construction of a new production base for electric vehicle electronics and smart manufacturing, expected to drive continued revenue growth [2] Future Outlook - The company anticipates a return to growth following the completion of the factory relocation, with expectations of sequential improvement in performance [3] - Due to the impact of the factory relocation on 2Q25, the net profit forecast for 2025 has been adjusted down by 12% to 207 million yuan, while the 2026 net profit forecast has been raised by 14% to 324 million yuan, reflecting positive contributions from the data center and automotive businesses [4] - The current stock price corresponds to a price-to-earnings ratio of 42.4x for 2025 and 27.1x for 2026, with a target price increase of 25% to 100 yuan, indicating a potential upside of 7.5% compared to the current stock price [4]

儒竞科技于2023年8月30日在深交所创业板上市，公开发行新股数量为23,590,000股，发行价格为99.57 元/股，保荐机构为海通证券股份有限公司，保荐代表人为宋轩宇、郑瑜。 上市首日，儒竞科技创下最高价144.00元，为该股上市以来最高价。 中国经济网北京9月1日讯儒竞科技（301525）(301525.SZ)今日股价下跌，截至收盘报89.26元，跌幅 4.00%。该股目前处于破发状态。 儒竞科技首次公开发行股票募集资金总额为234,885.63万元，扣除发行费用后实际募集资金净额为 214,816.95万元。儒竞科技最终募集资金净额比原计划多116,629.75万元。儒竞科技于2023年8月25日披 露的招股说明书显示，该公司拟募集资金98,187.20万元，用于新能源汽车电子和智能制造产业基地、研 发测试中心建设项目、补充流动资金。 儒竞科技首次公开发行股票的发行费用总额为20,068.68万元，其中保荐承销费用16,789.08万元。 2025年4月11日，国泰海通证券股份有限公司重组更名上市仪式在上交所举行。上交所与国泰海通签订 《证券上市协议》，国泰海通证券股份有限公司A股证券简称由"国泰君 ...