浙江荣泰：营收增速居行业前列，机构资金出手加仓！收购机器人资产，打造第二增长曲线

Group 1 - The core viewpoint of the news is that Zhejiang Rongtai has achieved significant growth in revenue and net profit for the year 2024, marking historical highs in both metrics [1] - In 2024, the company reported total revenue of 1.135 billion yuan, a year-on-year increase of 41.8%, and a net profit attributable to shareholders of 230 million yuan, up 34.02% year-on-year [1] - In the automotive parts industry, Zhejiang Rongtai ranks among the top 20 in revenue growth, indicating a strong position in the upstream sector [1] - The company continued its high growth trend in Q1 2024, achieving a net profit of 60 million yuan, a year-on-year increase of 27.08% [1] - As of April 29, 2024, Zhejiang Rongtai's stock has seen significant market performance, being one of only two stocks in the automotive parts sector to double in value this year, with institutional net purchases of 352 million yuan in April [1] Group 2 - Zhejiang Rongtai's main business focuses on the research, production, and sales of high-temperature resistant mica products, including components for new energy vehicles and other applications [1] - The company has maintained a high level of R&D investment, with expenditures reaching 61 million yuan in 2024, accounting for 5.4% of total revenue [2] - To enhance its competitive strength and extend its industrial chain, Zhejiang Rongtai plans to acquire a 41.2% stake in Shanghai Dizhi Precision Machinery Co., Ltd. for 165 million yuan, along with an additional cash investment of 80 million yuan [2] - Following the acquisition, Zhejiang Rongtai will hold a 51% stake in Dizhi Precision, making it a subsidiary and consolidating its financials [2] - The acquisition aligns with the growing interest in the robotics sector, as Dizhi Precision specializes in precision screw products and related technologies [2][3] - The technical expertise and production capabilities of Dizhi Precision are expected to enhance Zhejiang Rongtai's entry into emerging fields such as precision transmission and intelligent equipment, thereby improving profitability and sustainability [3]