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立讯精密:11月23日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-11-23 08:37
Group 1 - The core point of the article is that Luxshare Precision (SZ 002475) announced a stock option incentive plan during its board meeting held on November 23, 2025, and provided details on its revenue composition for the first half of 2025 [1] Group 2 - Luxshare Precision's market capitalization is reported to be 384.9 billion yuan [2] - The revenue composition for Luxshare Precision in the first half of 2025 is as follows: Consumer electronics accounted for 78.55%, communication and precision components for 8.91%, automotive interconnect products and precision components for 6.95%, computer interconnect products and precision components for 3.93%, and other connectors and revenues for 1.65% [1]
能辉科技(301046.SZ)签署1亿元新能源动力电池总成合同
Ge Long Hui A P P· 2025-11-23 08:37
格隆汇11月23日丨能辉科技(301046.SZ)公告,近日,上海能辉科技股份有限公司(以下简称"公司")以全 资子公司为签约主体与X公司签署了"新能源动力电池总成合同",合同预估总价10,014.63万元(含税), 最终合同金额以结算金额为准。根据《深圳证券交易所创业板股票上市规则》《深圳证券交易所上市公 司自律监管指引第2号——创业板上市公司规范运作》及《公司章程》等相关规定,本次签订合同为日 常经营合同,无需提交公司董事会及股东会审议。本事项不构成关联交易,亦不构成《上市公司重大资 产重组管理办法》规定的重大资产重组。 同时,为了应对不同场景,自主研发了侧向有轨换电机器人(RGV)以及顶吊换电机器人,业务场景覆盖 矿山、码头、大型物流园区及停车场服务区等。公司致力于构建完整的充换电生态,包括动力电池总 成、充换电机器人、充换电站建设及智能运营服务等,提供设备、软件、运维服务。 公司深耕新能源领域,坚持"绿色事业、定能辉煌"的发展信念,在光伏行业"内卷化"竞争的挑战下,公 司实施"反内卷"策略,管理层通过组织变革和精细化管理提升管理效率,并积极拓展新兴业务充换电板 块,以行业领先的换电的技术和重卡电池动力 ...
金富科技(003018.SZ)拟收购广东蓝原科技不低于51%股权
Ge Long Hui A P P· 2025-11-23 08:37
Core Viewpoint - The company is planning to acquire at least 51% of Guangdong Lanyuan Technology Co., Ltd. through a cash payment, currently in the planning stage with uncertainties regarding the transaction details [1][2] Group 1: Acquisition Details - The company has signed a letter of intent for the acquisition with Lanyuan Technology and its stakeholders, indicating a preliminary agreement on the acquisition [1] - The specific transaction details, including the exact percentage of shares to be acquired, will be determined in a formal acquisition agreement [1] Group 2: Strategic Implications - The company aims to explore new profit growth points through mergers and acquisitions while maintaining steady development of its existing core business [2] - If the acquisition is successful, Lanyuan Technology will be included in the company's consolidated financial statements, potentially enhancing the company's profitability and risk resistance [2] - This move aligns with the company's long-term development strategy and is expected to improve its overall competitiveness [2]
能辉科技:签署新能源动力电池总成合同 预估总价1亿元
人民财讯11月23日电,能辉科技(301046)11月23日公告,近日,公司以全资子公司为签约主体与X公司 签署了"新能源动力电池总成合同",合同预估总价1亿元(含税),最终合同金额以结算金额为准。 转自:证券时报 ...
中鼎股份:拟针对人形机器人相关产品与傅利叶展开战略合作
转自:证券时报 人民财讯11月23日电,中鼎股份(000887)11月23日公告,公司与上海傅利叶智能科技股份有限公司(简 称"傅利叶")拟针对人形机器人相关产品展开多维度的全方位的战略合作,积极推动公司谐波减速器、 行星减速器、力觉传感器、轻量化骨骼、空心杯电机等部件总成业务发展,为加强双方的合作关系,于 近日签署了战略合作协议。 ...
健盛集团:公司及其控股子公司已实际对外担保总额为21.1亿元
Mei Ri Jing Ji Xin Wen· 2025-11-23 08:35
每经AI快讯,健盛集团(SH 603558,收盘价:11.37元)11月23日晚间发布公告称,截至本公告披露 日,公司及其控股子公司经批准可对外担保总额为不超过人民币26亿元,担保总额占公司2024年度经审 计净资产的104.13%。公司及其控股子公司已实际对外担保总额为21.1亿元,全部为公司及子公司提供 的担保,占公司最近一期经审计净资产的比例为84.5%。 2024年1至12月份,健盛集团的营业收入构成为:纺织品占比98.81%,其他业务占比1.19%。 每经头条(nbdtoutiao)——"抛售日本"?GDP负增长,股市跳水,国债被抛,日元贬值!高市早苗"亡 命一搏":"灌水"21万亿!专家:恐赴"特拉斯风暴"后尘 (记者 曾健辉) 截至发稿,健盛集团市值为39亿元。 ...
能辉科技签署1亿元新能源动力电池总成合同
Ge Long Hui· 2025-11-23 08:35
Core Viewpoint - The company, Nenghui Technology, has signed a contract worth approximately 100.15 million yuan for a new energy power battery assembly, indicating its commitment to expanding its operations in the new energy sector [1] Group 1: Contract Details - Nenghui Technology signed a contract with Company X through its wholly-owned subsidiary, with an estimated total price of 100.15 million yuan (including tax) [1] - The final contract amount will be determined based on the settlement amount, and this contract is classified as a routine business contract, not requiring board or shareholder approval [1] Group 2: Business Strategy - The company is focused on the new energy sector, adhering to the development belief of "green business, definitely brilliant" [1] - In response to the competitive challenges in the photovoltaic industry, the company has implemented an "anti-involution" strategy, enhancing management efficiency through organizational changes and refined management [1] - The company is actively expanding its emerging business in the charging and battery swapping sector, leveraging its leading technology in battery swapping for heavy-duty trucks [1] Group 3: Technological Innovations - The company has developed the "Little Ant" trackless intelligent charging and swapping robot (AGV2.31), which is the first in China with independent intellectual property rights and practical application [2] - This robot utilizes various innovative technologies such as AI visual recognition, path planning, and SLAM laser positioning, enabling it to perform battery swaps for heavy-duty trucks weighing up to three tons in just three minutes [2] - The company has also developed other types of battery swapping robots to cater to different scenarios, including side-mounted rail and overhead swapping robots, covering applications in mines, ports, large logistics parks, and service areas [2] Group 4: Ecosystem Development - Nenghui Technology aims to build a complete charging and swapping ecosystem, which includes power battery assemblies, charging and swapping robots, charging station construction, and intelligent operation services [2]
中鼎股份:与上海傅利叶智能科技股份有限公司于近日签署了战略合作协议
Mei Ri Jing Ji Xin Wen· 2025-11-23 08:33
每经头条(nbdtoutiao)——"抛售日本"?GDP负增长,股市跳水,国债被抛,日元贬值!高市早苗"亡 命一搏":"灌水"21万亿!专家:恐赴"特拉斯风暴"后尘 (记者 曾健辉) 每经AI快讯,中鼎股份(SZ 000887,收盘价:19.91元)11月23日晚间发布公告称,公司与上海傅利叶 智能科技股份有限公司拟针对人形机器人相关产品展开多维度的全方位的战略合作,积极推动公司谐波 减速器、行星减速器、力觉传感器、轻量化骨骼、空心杯电机等部件总成业务发展,为加强双方的合作 关系,于近日签署了战略合作协议。 2025年1至6月份,中鼎股份的营业收入构成为:汽车行业占比96.57%,非汽车行业占比3.43%。 截至发稿,中鼎股份市值为262亿元。 ...
立讯精密:拟向激励对象授予4428.50万份股票期权
Xin Lang Cai Jing· 2025-11-23 08:33
立讯精密公告称,2025年公司第六届董事会薪酬与考核委员会第八次会议,审议通过向2025年股票期权 激励计划预留授予的激励对象授予股票期权的议案。薪酬与考核委员会核查认为,激励对象主体资格合 法有效,获授条件已成就。公司同意以2025年某日期为预留授予日,向符合条件的若干名激励对象授予 4428.50万份股票期权,行权价格为25.15元/份。 ...
东方精工(002611):深度布局具身智能机器人领域 舷外机+核聚变亦有望提升新增量
Xin Lang Cai Jing· 2025-11-23 08:33
参股嘉腾机器人,切入AGV 机器人与智能物流。根据2025 年中报,东方精工持有嘉腾机器人约20%股 权。嘉腾机器人成立于2002 年,专注于移动机器人(AGV)本体的研发和制造,是全球领先的AGV 机 器人与智能物流仓储系统提供商。产品主要用于园区内、车间里、仓库中的物料转运、柔性生产、进出 库位等,迄今已有超70 家世界500 强企业使用过嘉腾的产品。 联手乐聚机器人,切入人形机器人制造及智能控制系统领域。2025 年7 月,公司与乐聚机器人签署了 《战略合作协议》,聚焦具身智能机器人,在生产制造、场景拓展、业务推广等方面开展战略合作。其 中提到,公司将按照乐聚技术标准及产能要求,为其生产制造人形机器人产品。2025 年9 月,公司与乐 聚、和而泰签署协议成立合资公司,专注于人形机器人智能控制系统领域,面向工业操作、人机协作等 核心场景,打造完整的人形机器人智能控制系统应用方案。 乐聚推出人形机器人新品,并已完成IPO 辅导备案。2025 年10 月30 日,乐聚升级推出KUAVO 5/5-W 双形态机器人,是面向工业规模化应用的具身机器人。KUAVO 5 拥有41 个自由度(含灵巧手),单臂 最大负载5 ...