NBHX(SZ:002048) Zheng Quan Shi Bao Wang·2025-06-15 12:17Core Viewpoint - Ningbo Huaxiang is initiating a comprehensive strategic transformation towards intelligent manufacturing and robotics, marked by three significant announcements including a private placement, establishment of a robotics subsidiary, and the launch of an industrial merger fund [2][9]. Group 1: Private Placement and Fundraising - The company plans to raise up to 29.21 billion yuan through a private placement to no more than 35 specific investors, targeting five key projects including smart manufacturing bases and digital upgrades [3][4]. - The automotive industry is undergoing a significant transformation, with domestic brands projected to sell 17.97 million passenger vehicles in 2024, capturing 65.2% of the market, a year-on-year increase of 23.1% [3][4]. - The new bases in Wuhu and Chongqing are crucial for enhancing customer loyalty and overall supply capabilities, aligning with the rapid growth of domestic brands [3]. Group 2: Research and Development Focus - The R&D center will focus on key systems for intelligent chassis and humanoid robots, with the intelligent chassis market expected to exceed 100 billion yuan by 2030, growing at a compound annual growth rate of over 24% [4]. - A strategic partnership has been established with Shanghai Zhiyuan New Technology Co., Ltd. to co-create a joint venture aimed at developing a humanoid robot ecosystem [4][7]. Group 3: Establishment of Subsidiary - The company has set up a wholly-owned subsidiary, Ningbo Huaxiang Qiyuan Technology Co., Ltd., with a registered capital of 10 million yuan, focusing on manufacturing and sales of various types of robots [7]. - This subsidiary will play a critical role in the company's transition from a traditional auto parts manufacturer to a technology-driven manufacturing enterprise [7]. Group 4: Industrial Fund Creation - An industrial fund named "Ningbo Zhongying Fuyao Xingxiang Equity Investment Fund" will be established with a total scale of 1 billion yuan, with the company contributing 299 million yuan [8]. - The fund will focus on emerging industries such as automotive parts, new energy, and robotics, enhancing the company's capabilities in mergers and acquisitions [8]. Group 5: Strategic Transformation and Future Outlook - The comprehensive deployment of these initiatives represents a strategic shift from a single component manufacturer to a provider of intelligent manufacturing and robotics solutions [9]. - The company aims to build a new growth platform centered on "intelligent manufacturing + robotics," significantly expanding its industrial footprint in the coming years [9].