福达股份布局新兴业务研发费增18% 44名员工获股票激励已浮盈2333万

Core Viewpoint - The automotive parts company Fuda Co., Ltd. (603166.SH) has shown steady improvement in operational performance, driven by its transition to the new energy vehicle industry and a focus on technological innovation [2][4]. Financial Performance - For the first three quarters of 2025, Fuda achieved operating revenue of 1.413 billion yuan, a year-on-year increase of 27.32% - The net profit attributable to shareholders was 221 million yuan, up 83.27% year-on-year - The net profit excluding non-recurring gains and losses was 206 million yuan, reflecting a growth of 77.68% year-on-year [2][4][9]. Business Transformation - Fuda has fully transitioned towards the new energy vehicle sector, focusing on core businesses such as new energy hybrid crankshafts, new energy electric drive gears, and precision forgings, while also developing emerging strategic businesses like robot components [2][6]. - The company has made significant progress in its robot division, particularly in the development of planetary gear reducer products, with multiple models being developed and some entering the delivery phase [2][6]. Research and Development - Fuda has positioned "technological innovation" as a core driver of its development, with R&D expenses amounting to 78.73 million yuan for the first three quarters of 2025, representing an 18.46% increase year-on-year, and an R&D expense ratio of 5.57% [2][9]. Stock Performance and Incentives - As of October 23, 2025, Fuda's stock price was 15.92 yuan per share, reflecting a cumulative increase of over 109% since the beginning of the year - The company granted 1.707 million restricted stock units to 44 incentive recipients, which have appreciated by 2.334 million yuan [3][5]. Strategic Investments - Fuda has been actively investing in Longban Technology Co., Ltd., increasing its stake from 6% to 17% through phased capital increases, with plans for further acquisitions to enhance its product offerings in the robotics sector [7][8].