早 报 精 选 宏 观 新 闻 1、 外交部发言人林剑昨日主持例行记者会。有记者提问称，美方有意延长对华关税暂停期换取中方推迟实行稀土出口管制。林剑表 2、商务部昨日召开例行新闻发布会，相关负责人介绍近期重点工作有关情况。有记者提问，中美双方是否会在近期举行新一轮的经 贸会谈？发言人何咏前表示，中方对于相互尊重基础上的平等磋商一直都持开放态度。此外，何咏前就中方近期出台稀土出口管制措 施一事回应称，美方的解读严重曲解并渲染、夸大中方措施，故意引发不必要的误解和恐慌。 3、昨日的外交部例行记者会上，记者提问称，英国将多家中国企业列入实体名单。发言人林剑回应，中方一贯反对没有国际法依 据、未经联合国安理会授权的单边制裁，对英方的有关做法强烈不满，已向英方提出严正交涉。 4、10月16日，商务部部长王文涛会见美国苹果公司首席执行官库克。双方就中美经贸关系、苹果公司在华业务发展等进行了交流。 王文涛表示，欢迎苹果公司继续深化对华合作，加大在华投入。库克表示，苹果公司将继续坚定扎根中国、深耕中国，积极参与中国 高质量发展。 5、当地时间10月16日，俄罗斯总统普京与美国总统特朗普时隔近两个月再次进行电话交谈。俄罗斯总统 ...

1 、 商务部召开例行新闻发布会，回应多个热点问题。就中美近期是否举行新一轮经贸会谈，中方对于相互尊重基础上的平等磋商持开放态度。 对于中 国的稀土出口管制措施，中方将在实施过程中不断优化许可流程，有效促进合规贸易。 就荷兰当局干预 闻 泰科技子公司安世半导体运营，中方将采取 必 要措施，坚决维护中国企业合法权益。另外，商务部将适时推出新的稳外贸政策。 2 、 美国财长表示，如果中国停止实施严格的稀土出口管制计划，美国或许将延长对华加征关税的三个月豁免期限，并表示美国总统特朗普准备在不久的 将来与中国领导人会晤。 外交部发言人林剑对此回应称，我们已多次阐明在稀土出口管制和中美经贸问题上的立场。 3 、 国际金价涨势延续，现货黄金首次冲破 4300 美元 / 盎司，续创历史新高。面对金价的持续大幅波动，上海黄金交易所、上海期货交易所，以及工商 银行、建设银行等多家银行近日接连发布风险提示。 不过，世界黄金协会最新认为，从战略层面看，黄金的总体持仓依然处于低位。期货市场的投机性 持仓、净多头头寸尚未达到历史峰值，表明市场尚未饱和。 1 、商务部部长王文涛会见美国苹果公司首席执行官库克。双方就中美经贸关系、苹果公司 ...

（文章来源：证券日报） 证券日报网讯 10月16日晚间，兆丰股份发布公告称，公司于2025年10月16日与纽鼐机器人（杭州）有 限公司签订《战略合作框架协议》，双方本着产业协同、共同发展的原则，旨在充分发挥各自优势的基 础上，共同在人才、技术、产业等方面开展多方位合作。本协议的签署无需提交公司董事会和股东会审 议。 ...

Core Insights - Zhejiang Zhaofeng Electromechanical Co., Ltd. has signed a strategic cooperation framework agreement with Neura Robotics (Hangzhou) Co., Ltd., marking the beginning of comprehensive collaboration in the humanoid robot sector [1][4] - Neura Robotics, a subsidiary of the German company Neura Robotics, focuses on the production of cognitive collaborative robots and humanoid robots, with significant market presence and technological capabilities [3][4] Company Developments - The partnership aims to enhance research and development capabilities, core competitiveness, and align with long-term strategic planning for Zhaofeng [4] - Neura Robotics has completed €120 million in financing and has a total order volume exceeding €1 billion, indicating strong commercial expansion [3] Strategic Goals - The collaboration will focus on technology development for key robot components, industrial application, talent cultivation, and the establishment of a robot training center [4] - Neura Robotics plans to establish a production base in China and a joint venture for robot mergers and acquisitions, contributing to a collaborative innovation ecosystem [4]

Group 1: Company Announcements - Zhongtian Technology has won multiple marine project bids totaling approximately 1.788 billion yuan, including projects in deep-sea technology and marine energy [2] - Chip Union Integrated plans to increase capital by 1.8 billion yuan to support the ongoing implementation of its 12-inch integrated circuit project [3] - Guangsheng Nonferrous Metals expects a net profit of 100 million to 130 million yuan for the first three quarters of 2025, marking a turnaround from losses [4] - Fuyao Glass's chairman, Cao Dewang, has resigned to optimize the company's governance structure, with Cao Hui elected as the new chairman [5] - Longbai Group's subsidiary plans to acquire Venator UK's titanium dioxide business assets for 69.9 million USD [5] - Zhiguang Electric intends to purchase minority stakes in its subsidiary Zhiguang Energy, with stock resuming trading on October 17, 2025 [6] Group 2: Performance Highlights - Aobi Zhongguang expects a net profit of approximately 108 million yuan for the first three quarters, indicating a return to profitability [7] - China Shenhua reported a 1.6% year-on-year decline in coal sales volume for September [7] Group 3: Important Transactions - Huayu Automotive has completed the acquisition of a 49% stake in Shanghai SAIC Qingtao Energy Technology [8] - Guobang Pharmaceutical reported a 23.17% year-on-year increase in net profit for the third quarter [9] - Tianan New Materials reported a 31.12% year-on-year increase in net profit for the third quarter [9] - Guangdong East CNC reported a 151.78% year-on-year increase in net profit for the first three quarters [9]

Resumption of Trading - Zhiguang Electric plans to issue new shares to purchase all or part of the minority equity of Guangzhou Zhiguang Energy Technology, leading to the resumption of its stock trading [1] Mergers and Acquisitions - Guotou Fengle's acquirer, Guotou Seed Industry, intends to subscribe for no more than 184 million shares at a price of 5.91 yuan per share [2] Share Buybacks and Equity Transfers - Zhijiang Biology plans to repurchase shares worth between 60 million to 120 million yuan [3] - YTO Express, for strategic and financial planning reasons, intends to transfer no more than 2% of its shares through block trading by Hangzhou Haoyue [4] Daily Operations and External Investments - Zhaofeng Co. signed a strategic cooperation framework agreement with NiuNai Robotics, focusing on cognitive and humanoid robot development [5] - Huayu Automotive completed the acquisition of a 49% stake in Shanghai SAIC Qingtao Energy Technology Co., Ltd. [6] - Dingjide's high-end new material project for petrochemical technology, POE industrialization device, has been put into production [7] - Chiplink Integration plans to increase capital by 1.8 billion yuan to ensure the ongoing implementation of its 12-inch integrated circuit analog mixed-signal chip manufacturing project [7] - Shanghai Xiba has obtained the IATF16949 automotive quality management system certification for the design and production of silicon-carbon anode materials for new energy batteries [7] - Zhongtian Technology won multiple marine series projects in deep-sea technology, totaling approximately 1.788 billion yuan [8] - TBEA's subsidiary plans to acquire 74.19% of Shuguang Cable for 946 million yuan, specializing in 1E-level K1 and K3 cables for nuclear power plants [8] - Junshi Biosciences received FDA approval for the clinical trial application of JS207 for neoadjuvant therapy in non-small cell lung cancer patients [9] - Longbai Group's subsidiary intends to acquire assets related to Venator UK's titanium dioxide business [10] - Yunnan Energy Investment is investing 1.872 billion yuan to construct a 350MW compressed air energy storage demonstration project in Kunming Anning [11] Performance Changes - Shijia Photon reported a net profit of 299 million yuan for the first three quarters, a year-on-year increase of 728%, with orders for optical chips and devices increasing [12] - Guangku Technology expects a net profit of 110 million yuan for the first three quarters, a year-on-year increase of 97.00%-117.00%, driven by technological innovation and new product launches [12] - Rongzhi Rixin anticipates a net profit of 26.4 million to 27.4 million yuan for the first three quarters, a year-on-year increase of 871.30%-908.09% [13] - Guangsheng Nonferrous expects a net profit of 100 million to 130 million yuan for the first three quarters, a year-on-year increase of 136.29% to 147.18%, due to rising rare earth market prices [14] - Aobi Zhongguang expects to achieve a net profit of approximately 108 million yuan for the first three quarters, returning to profitability with rapid growth in various business areas [15] - Cangge Mining reported a net profit of 951 million yuan in the third quarter, a year-on-year increase of 66.49% [15]

合作方纽鼐机器人(杭州)有限公司是德国Neura Robotics公司在中国设立的全资子公司，主营业务为机器 人本体生产制造。该公司专注于认知机器人与人形机器人开发，核心产品包括认知协作机器人 MAiRA、轻量级机器人助手LARA及人形机器人4NE-1。其产品基于Neuraverse连接的AI集成平台，搭 载多传感器融合技术，可实现自主决策与智能交互。Neura Robotics成立于2019年，总部位于德国梅青 根，是一家专注于认知机器人和人形机器人研发的全球领军企业。其核心产品MAiRA是全球首款认知 协作机器人，通过多传感器融合与智能化技术，实现了"看、听、触"一体化的人机交互能力。公司产品 线还包括自主移动平台MAV、轻量级机器人助手LARA、个人助理机器人MiPA以及人形机器人4NE-1， 构建了覆盖工业、医疗、物流与服务等多场景的完整产品矩阵，客户涵盖川崎重工、欧姆龙等国际巨 头。 根据协议，双方依托乙方在制造业长期积累的研发、制造和管理、成本控制等优势，积极引进乙方到甲 方的供应链体系。同等性能、质量和价格条件下,优先采用乙方的人形机器人核心零部件及总成等，并 探讨乙方为甲方代工机器人本体的可行 ...

Core Insights - The company Zhaofeng Co., Ltd. has signed a strategic cooperation framework agreement with Niunai Robotics (Hangzhou) Co., Ltd. to enhance collaboration in talent, technology, and industry development [1] Group 1: Cooperation Content - The collaboration will focus on key technology research and development related to humanoid robots and their components, exploring joint R&D and potential development opportunities [2] - Talent cultivation will be emphasized, with various exchange activities planned to meet the talent needs of the robotics industry [2] - The partnership aims to integrate Niunai's manufacturing advantages into Zhaofeng's supply chain, prioritizing the use of Niunai's core components under equal performance and cost conditions [2] - Industrial scenario cooperation will leverage Niunai's strengths in smart manufacturing to create benchmark production lines for embodied intelligence in discrete manufacturing [2] - A robot university (training center) will be established to focus on technology R&D, practical training, and industry standards [2]

Core Insights - The company, Zhao Feng Co., Ltd. (300695.SZ), has signed a strategic cooperation framework agreement with Niunai Robotics (Hangzhou) Co., Ltd. to enhance collaboration in talent, technology, and industry development [1] Group 1: Cooperation Content - The collaboration will focus on key technology research and development related to humanoid robots and their critical components, exploring joint R&D and potential development opportunities [2] - Talent cultivation initiatives will be implemented to address the demand for skilled personnel in the robotics industry, facilitating various talent exchange activities [2] - The partnership aims to leverage Niunai's manufacturing advantages to integrate its core components into Zhao Feng's supply chain, prioritizing the use of Niunai's products under equivalent performance and cost conditions [2] - Industrial scenario cooperation will utilize Niunai's strengths in smart manufacturing to create benchmark production lines for embodied intelligence in discrete manufacturing sectors [2] - Plans to establish a robotics university (training center) are underway, focusing on technology R&D, practical training, and industry standards exploration [2]

证券代码：300695 证券简称：兆丰股份 公告编号：2025-061 浙江兆丰机电股份有限公司 关于签订合作框架协议的自愿性信息披露公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 风险提示： 1、本次签订的协议仅为意向性框架协议，并未有产生实质性业务及订单，框 架协议的合作内容及实施进度存在不确定性，后续如发生实质合作，双方将另行 签订协议。 2、本协议的签订不会对公司当前财务数据及经营业绩产生重大影响。对公司 未来经营业绩的影响需视具体合作项目的推进和实施情况而定。 3、公司目前在行星滚柱丝杠产品方面尚未取得在手订单，目前处于产品送样 阶段，短期内不会对公司经营业绩产生重大影响。 4、公司将根据事项进展情况，及时履行相关审批程序和信息披露义务。敬请 广大投资者注意投资风险。 一、协议签订情况 浙江兆丰机电股份有限公司（以下简称"公司"）于 2025 年 10 月 16 日与纽 鼐机器人（杭州）有限公司（以下简称"纽鼐机器人"）签订《战略合作框架协 议》，双方本着产业协同、共同发展的原则，旨在充分发挥各自优势的基础上， 共同在人才、技术、产业等方面开展 ...