证券日报网讯1月6日，儒竞科技（301525）在互动平台回答投资者提问时表示，截至2025年12月31日公 司股东户数为10200余户。 ...

Core Viewpoint - Rujing Technology (301525) is accelerating the development of automation and robotics in the servo drive and control system sector, focusing on technological R&D, channel expansion, and brand building to create customized servo products for clients [1] Group 1 - The company is increasing investment in key areas such as technological research and development, channel expansion, and brand building [1] - The focus is on key industries and machine types to leverage R&D experience and advantages [1] - The company aims to cultivate new revenue growth points through technological innovation and market demand exploration [1]

Group 1 - The core viewpoint of the article is that Rujing Technology (301525.SZ) is gradually advancing its investment in the robotics components sector, despite its current revenue from this area being minimal and not significantly impacting overall performance [2][3] - Rujing Technology has established mature technology in servo drives and control systems, which can be extended to the robotics field [2] - The company has begun sample deliveries for some of its robotics-related products, indicating progress in its development plans [2] Group 2 - The company aims to accelerate the application and transformation of its technological achievements to enhance product value and competitiveness [2]

Group 1: Industry Overview - The export of heat pump-related products and components continues to rise, with November 2025 exports amounting to 1.341 billion yuan, a year-on-year increase of 33.4% [1] - Cumulative exports for 2025 reached 14.846 billion yuan, reflecting a year-on-year growth of 17.3% [1] - Exports to 21 European countries in November totaled 403 million yuan, marking a significant year-on-year increase of 79.3%, the highest growth rate since January 2023 [1] - The European heat pump market is recovering from a multi-year inventory destocking period following the 2022-2023 Russia-Ukraine conflict, with a positive turning point in industry conditions this year [1] - The ongoing transition from gas to electric heating in European households, supported by heat pump subsidy policies, is expected to enhance heat pump penetration rates in the long term [1] Group 2: Company Performance - The company, a major supplier of heat pump variable frequency drives and controllers, is poised to benefit from the industry's recovery [2] - In the first half of 2025, the company's revenue from HVAC, new energy vehicles, thermal management systems, and industrial drives was 422 million, 260 million, 17 million, and 1 million yuan, respectively, accounting for 60.29%, 37.18%, 2.45%, and 0.08% of total revenue [2] - The company has established stable partnerships with clients such as Bosch, Carrier, and Haier, positioning itself to capitalize on the current heat pump export recovery [2] - The company's heat pump business revenue has significantly increased in the first half of 2025, with expectations for substantial improvement in 2026 due to low base effects [2] Group 3: Future Prospects - The company is strategically entering the data center thermal management and energy-saving technology sector, driven by high capital expenditures from major overseas CSP companies [2] - The company’s products are designed for core infrastructure in data centers, including precision air conditioning and cooling systems, which are expected to drive growth in this segment [2] - The company is actively developing its robotics motor controller business, focusing on high-performance and customizable solutions for robotic applications [3] - Revenue projections for the company from 2025 to 2027 are estimated at 1.644 billion, 2.243 billion, and 2.826 billion yuan, with year-on-year growth rates of 26.75%, 36.41%, and 26.00% respectively [3] - Expected net profits for the same period are projected at 197 million, 322 million, and 423 million yuan, with corresponding year-on-year growth rates of 17.15%, 63.52%, and 31.22% [3] - The company is rated "recommended" based on comparative analysis with peers in the smart electric control industry [3]

中国经济网北京12月26日讯 儒竞科技(301525.SZ)今日收报83.30元，跌幅3.14%。该股目前处于破 发状态。 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（现名"国泰海通证券股份有限公司"），保荐代表人为 宋轩宇、郑瑜。 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。 (责任编辑：关婧) 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。 ...

Group 1 - The company, Rujing Technology, stated that specific performance details will be disclosed in future periodic reports [2] - The company emphasizes its commitment to focusing on its core business and maintaining stable operations [2] - The company is dedicated to enhancing its operational performance and corporate value [2]

Group 1 - The company, Rujing Technology, has maintained a cash dividend distribution policy since its listing, distributing a total of 104 million yuan in cash dividends over the years [2] - The company responds positively to the China Securities Regulatory Commission's encouragement for listed companies to implement multiple cash dividends annually [2] - Future dividend policies will be based on the company's profitability and funding needs for development, aiming for stable and continuous profit distribution [2]

Core Viewpoint - Rujing Technology (301525.SZ) is currently not involved in the autonomous driving sector but is closely monitoring market trends to seize potential opportunities [1] Company Summary - Rujing Technology has stated on its interactive platform that it has not yet entered the autonomous driving field [1] - The company emphasizes its commitment to keeping a close watch on market dynamics [1] - Rujing Technology aims to actively grasp market opportunities as they arise [1]

Core Viewpoint - Rujing Technology (301525) emphasizes its commitment to an active profit distribution policy aimed at creating greater value for shareholders, responding positively to investor inquiries about its dividend strategy [1] Group 1: Profit Distribution Policy - The company has maintained a practice of distributing cash dividends twice a year since its listing, totaling 104 million in cash dividends paid out [1] - Rujing Technology plans to implement a stable and sustainable profit distribution policy, taking into account its profitability and future funding needs [1] - The company is actively responding to the China Securities Regulatory Commission's encouragement for listed companies to adopt multiple cash dividend distributions annually [1]

证券日报网讯 12月22日，儒竞科技在互动平台回答投资者提问时表示，公司始终重视对投资者的合理 投资回报，自上市以来公司积极响应证监会鼓励和引导上市公司一年多次现金分红的政策导向，保持每 年两次的分红频次，以切实回报投资者的信任与支持。股价受宏观经济环境、行业周期、市场情绪等多 重因素综合影响，存在一定波动性。公司一贯坚持并将继续专注主业、稳健经营，通过高质量发展为股 东创造长期价值。若后续有股份回购等相关计划，公司将按照相关规定履行决策程序并及时履行信息披 露义务。 （文章来源：证券日报） ...