证券代码：301525 证券简称：儒竞科技 公告编号：2025-026 上海儒竞科技股份有限公司 关于 2025 年半年度利润分配预案的公告 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。 一、审议程序 利润为 750,909,551.14 元，母公司报表未分配利润为 190,140,568.02 元。根据合 并报表、母公司报表中未分配利润孰低原则，公司 2025 年半年度可供股东分配 的利润为 190,140,568.02 元。 根据证监会鼓励企业现金分红，给予投资者稳定、合理回报的指导意见，同 时基于对公司未来发展的信心，结合公司 2025 年半年度经营现状、盈利情况、 股本规模，在符合公司利润分配政策、保障公司正常经营和长远发展的前提下， 更好地兼顾股东的即期利益与长远利益，根据《公司法》及《公司章程》的相关 规定，现提出 2025 年半年度利润分配预案为：公司拟以截至股权登记日的总股 本为基数，向全体股东每 10 股派发现金红利人民币 1 元（含税），截至 2025 年 8 月 26 日，公司总股本为 94,311,768 股，以此计算拟合计派发现金红 ...

上海儒竞科技股份有限公司 2025 年半年度报告全文 上海儒竞科技股份有限公司 2025 年半年度报告 2025 年 8 月 28 日 1 上海儒竞科技股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担 个别和连带的法律责任。 公司负责人雷淮刚、主管会计工作负责人厉昊超及会计机构负责人(会计 主管人员)徐丹妮声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本半年度报告如涉及未来计划等前瞻性陈述，该计划不构成公司对投资 者的实质承诺，投资者及相关人士均应当对此保持足够的风险认识，并且应 当理解计划、预测与承诺之间的差异。 公司在本半年度报告中详细阐述了未来可能发生的有关风险因素及对策， 详见第三节"管理层讨论与分析"之"十、公司面临的风险和应对措施"， 敬请投资者予以关注。 公司经本次董事会审议通过的利润分配预案为：以 94,311,768 股为基数， 向全体股东每 10 股派发现金红利 1 元（含税），送红 ...

Group 1 - The core viewpoint of the article is that Rujing Technology (301525) is currently in the investment phase for its robotics-related components business, with progress being reported as smooth [1] - Some products have achieved sample delivery, but the revenue contribution remains small and has not significantly impacted the company's overall performance [1] - The company encourages investors to continue monitoring its periodic reports and announcements for further updates on progress [1]

Core Viewpoint - The company is currently in the investment phase for its robotics-related components business, with progress reported as smooth, although revenue contribution remains small and has not significantly impacted overall performance [2]. Group 1: Company Progress - The company has delivered samples of some products in the robotics sector, indicating ongoing development and commitment to innovation [2]. - The company emphasizes the importance of monitoring its regular reports and announcements for future updates on its robotics research and development [2]. Group 2: Market Context - There is a concern among investors regarding the potential risk of investing heavily in R&D without collaboration with leading companies, which may lead to developing outdated technologies [2].

Core Insights - The pet food market is experiencing significant growth driven by high-quality products and changing consumer behavior, particularly among younger pet owners [1][2][9] - Domestic brands are gaining market share through innovative products and online sales channels, competing effectively against established international brands [3][4][9] Group 1: Market Trends - The pet food market is valued at approximately 350 billion yuan, with cat and dog products accounting for about 300 billion yuan [8] - The penetration rate of pet ownership in China is less than one-third of that in Europe and the U.S., indicating substantial growth potential [8] - The pet industry has maintained double-digit growth for four consecutive years since being upgraded to a primary category on e-commerce platforms [8] Group 2: Consumer Behavior - Younger pet owners, who make up over 30% of new customers on Tmall, are increasingly willing to spend on high-quality pet products [2] - The average spending per transaction on pet products is rising, even among consumers with lower absolute spending power [2] - The trend of treating pets as family members is leading to a shift from quantity to quality in pet care, with consumers prioritizing nutritional value and scientific pet care practices [6][9] Group 3: Competitive Landscape - The market is characterized by a "three-legged" competition, with international brands like Royal Canin and domestic brands like Maifudi and Fuleijiate vying for market share [3][4] - Domestic brands are leveraging online platforms to enhance their market presence and innovate product offerings, moving away from being mere low-cost alternatives [3][4] - The introduction of tariffs on imported pet food has created opportunities for domestic brands to capture market share previously held by international competitors [4] Group 4: Product Innovation - New pet food products are being developed with premium ingredients such as pigeon, salmon, and rabbit meat, which offer higher protein and lower fat content [1] - Companies are investing in research and development to create products that meet the natural needs of pets, supported by extensive consumer data [6] - The rise of functional pet foods addressing specific health concerns is becoming a significant trend in the market [6][8]

Group 1 - The automotive parts sector experienced a significant afternoon rally, with Top Group and Tianrun Industrial hitting the daily limit up, while Longsheng Technology rose over 13% and Rujing Technology increased by over 12% [1] - The CSI Automotive Parts Theme Index rose by 1.3%, indicating positive market sentiment in this sector [1] - In contrast, the CSI Intelligent Electric Vehicle Index saw a slight decline of 0.01%, suggesting mixed performance within the broader electric vehicle market [1]

证券之星消息，8月19日通用设备板块较上一交易日上涨0.63%，山科智能领涨。当日上证指数报收于 3727.29，下跌0.02%。深证成指报收于11821.63，下跌0.12%。通用设备板块个股涨跌见下表： 从资金流向上来看，当日通用设备板块主力资金净流出15.1亿元，游资资金净流出3.53亿元，散户资金净 流入18.62亿元。通用设备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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002046 | 国机精工 | 1.97 Z | 11.16% | -9067.93万 | -5.15% | -1.06 Z | -6.01% | | 301368 | 丰立智能 | 1.82 乙 | 11.50% | -9593.00万 | -6.05% | -8653.97万 | -5.46% | | 002158 汉钟精机 | | 1.38 Z 1 | 13.23% | -7642.02万 | -7.31 ...

Group 1 - The automotive thermal management sector leads the market with a rise of 3.8% [1] - Rujing Technology saw a significant increase of 15.69% [1] - Huide Technology and Tenglong Co., Ltd. both experienced a rise of 10.02% [1] - Top Group, Sichuan Changhong, and Lingyun Co., Ltd. all recorded gains exceeding 9% [1]

Core Viewpoint - The A-share market has seen a significant surge in robotics concept stocks, with multiple companies reaching their daily limit up, indicating strong investor interest and potential growth in the sector [1][2]. Group 1: Stock Performance - Rujiang Technology and Zhongke Haixun both hit the 20% limit up, showcasing robust market performance [1]. - Di'ao Microelectronics increased by 18%, while Fengli Intelligent and Zhaolong Interconnect rose over 14% [1]. - Other notable performers include Hechuan Technology (up over 13%) and several companies like Guangdong Jianke, Lierda, and Yueda Investment, which saw increases of over 10% [1]. Group 2: Market Capitalization and Year-to-Date Performance - Rujiang Technology has a market capitalization of 10.7 billion, with a year-to-date increase of 92.15% [2]. - Zhongke Haixun's market cap stands at 7.72 billion, with a remarkable year-to-date growth of 240.24% [2]. - Di'ao Microelectronics has a market cap of 7.24 billion and a year-to-date increase of 53.38% [2]. - Other companies like Fengli Intelligent and Zhaolong Interconnect have market caps of 9.26 billion and 19.2 billion, respectively, with year-to-date increases of 67.28% and 28.31% [2].

（文章来源：每日经济新闻） 每经AI快讯，新型工业化板块领涨，上涨2.97%，其中全柴动力上涨10.06%，华胜天成上涨10.01%，剑 桥科技上涨9.99%，东杰智能、禾川科技、儒竞科技涨超6%。 ...