[注]期初、期末差额系外币借款汇率折算差额。 2025年1-6月非经营性资金占用及其他关联资金往来情况汇总表 编制单位：宁波中大力德智能传动股份有限公司 金额单位：人民币万元 | 非经营性资金占 | 资 金 | 占 | 用 | 占用方与上市公 | 上 市 | 公 司 | 核 2025 | 年期初 | | 2025 年 | 1-6 月占用 | | 2025 | 年 1-6 | 月 | 2025 | 年 1-6 | 2025 年 | 6 月 | | 占用形 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 用 | 方名称 | | | 司的关联关系 | 算 的 | 会 计 | 科 | 占用资金余 | | | 累计发生金额(不 | | | 占用资金的利 | | | 月偿还累计 | 末占用资金 | | 成 | 原 | 占用性质 | | | | | | | | 目 | ...

证券代码：002896 证券简称：中大力德 公告编号：2025-048 宁波中大力德智能传动股份有限公司 关于公司为子公司提供担保的进展公告 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。 一、担保情况概述 宁波中大力德智能传动股份有限公司（以下简称"公司"）于 2025 年 4 月 16 日召开了第三届董事会第二十三次会议、第三届监事会第十九次会议，于 2025 年 5 月 15 日召开了 2024 年度股东大会，审议通过了《关于 2025 年度预计担保 事项的议案》，同意 2025 年度公司为子（孙）公司、子公司为公司提供担保的 额度合计不超过人民币 100,000 万元，最终实际担保总额不超过本次审批的担保 额度。本次担保额度有效期为自公司 2024 年度股东大会审议通过之日起至 2025 年度股东大会召开日止，额度在有效期限内可循环使用，以上担保额度不包括原 有经审议通过的担保。公司担保金额以实际发生额为准，担保期限以具体签署的 担保合同约定的保证责任期间为准。具体内容详见于 2025 年 4 月 18 日刊登于巨 潮资讯网（www.cninfo.co ...

宁波中大力德智能传动股份有限公司 2025 年半年度报告全文 宁波中大力德智能传动股份有限公司 2025 年半年度报告 2025 年 8 月 1 宁波中大力德智能传动股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会及董事、高级管理人员保证半年度报告内容的真实、准确、 完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担个别和连带的法 律责任。 公司负责人岑国建、主管会计工作负责人方新浩及会计机构负责人(会计 主管人员)方新浩声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 公司在本报告第三节"管理层讨论与分析"中"十、公司面临的风险和应 对措施"部分描述了公司未来经营中可能面临的风险，敬请广大投资者注意 查阅，敬请投资者注意投资风险。 公司计划不派发现金红利，不送红股，不以公积金转增股本。 2 | | | | 第一节 | 重要提示、目录和释义 1 | | --- | --- | | 第二节 | 公司简介和主要财务指标 6 | | 第三节 | 管理层讨论与分析 9 | | 第四节 | 公司治理、环境和社会 19 | | 第五节 ...

证券代码：002896 证券简称：中大力德 公告编号：2025-045 宁波中大力德智能传动股份有限公司 二、董事会会议审议情况 （一）审议通过《关于 2025 年半年度报告及摘要的议案》 第四届董事会第二次会议决议公告 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。 一、董事会会议召开情况 宁波中大力德智能传动股份有限公司（以下简称"公司"）第四届董事会第 二次会议通知已于 2025 年 8 月 12 日以通讯方式向各位董事发出，本次会议于 2025 年 8 月 22 日在公司会议室以现场及通讯方式召开。会议由董事长岑国建先 生主持，会议应出席董事 8 名，实际出席董事 8 名，公司高级管理人员列席本次 会议。本次会议的召集、召开符合《公司法》等有关法律、法规及《公司章程》 的规定。 三、备查文件 1、宁波中大力德智能传动股份有限公司第四届董事会第二次会议决议； 2、宁波中大力德智能传动股份有限公司第四届董事会审计委员会第二次会 议决议。 特此公告。 宁波中大力德智能传动股份有限公司董事会 2025 年 8 月 26 日 表决结果：有效表决票 8 票，同意票 ...

Group 1 - The core viewpoint is that cycloidal gear reducers are one of the three core transmission technologies for humanoid robots, with domestic companies accelerating their replacement of foreign counterparts in the high-end market [1][2] - The cycloidal gear reducer combines high rigidity, large torque, and compact size, but has complex mechanisms and high manufacturing precision requirements, which can affect bearing lifespan and load capacity [1][2] - The cycloidal gear reducer is expected to open up application space in humanoid robots, particularly in key areas such as lower limb joints and waist-hip sections, with a projected market space exceeding 14 billion yuan by 2030 [3] Group 2 - The precision reducer industry chain includes upstream raw materials like steel and bearings, and downstream applications in robotics and industrial automation [2] - Foreign companies dominate the high-end market, with Japanese firms like Nabtesco and Sumitomo Heavy Industries leading, while domestic leaders include companies like Double Ring Transmission and Qin Chuan Machine Tool [2] - The demand for cycloidal gear reducers is anticipated to grow due to their performance improvements and the increasing application in various fields, including environmental protection, construction, and power [3]

Core Insights - The rapid development of artificial intelligence (AI) technology is expanding its applications across various industries, with Ningbo, a major manufacturing and digital economy hub in China, actively promoting "AI+" initiatives to create a trillion-yuan intelligent economy engine [1] Group 1: AI and Robotics Development - Ningbo is showcasing advancements in humanoid robotics, with the "NAVIAI" robot demonstrating new skills in industrial settings and customer service at the 2025 World Robot Conference [2] - The "Jarvis 2.0" humanoid robot, designed for industrial applications, is capable of complex tasks and has received praise for its ability to detect scents, enhancing safety management in chemical industries [2] - Ningbo has become a significant player in the global humanoid robotics industry, with five companies listed among the top 100 worldwide, contributing to key components for robots [3] Group 2: Data Utilization and AI Models - Ningbo is focusing on data collection, application, and sharing, with a strong emphasis on the value of data throughout its lifecycle, particularly in the field of intelligent driving [4] - The city has developed a multimodal dataset covering over 200 real-world scenarios, achieving industry-leading accuracy in facial recognition and gesture detection [5] - Ningbo's public data resources have grown significantly, with over 1 trillion data entries collected, marking a 30% increase from the previous year [6] Group 3: Infrastructure and Policy Support - The rapid growth of Ningbo's AI industry is supported by coordinated efforts in policy guidance and infrastructure development, including a city-level computing power network with a capacity of 2,650P [7] - The city has launched the "NBopen" open-source community to foster collaboration between enterprises and educational institutions, enhancing the innovation ecosystem [7] - An upcoming action plan aims to cultivate influential vertical AI models across various sectors, targeting a core industry scale exceeding 100 billion yuan by 2027 [8]

Group 1: Market Overview - The Shanghai Composite Index has broken through 3800 points, indicating the arrival of the second wave of the bull market, with the technology sector emerging as a prominent star [2] - The market has seen significant gains, particularly in technology stocks such as China Telecom and China Unicom, which have experienced rare trading halts, alongside other tech leaders like Cambrian and Zhongdali De [2][5] Group 2: Technology Sector - The technology sector is expected to continue leading the bull market, driven by ongoing innovation and investment in digital transformation globally [5] - The chip industry is at a pivotal moment, with signs of recovery as inventory levels decrease and prices begin to rise, particularly in the memory chip sector [6] - Domestic companies are increasing their competitiveness in the chip market, with significant investments and advancements in technology, particularly in AI, IoT, and 5G applications [6][7] Group 3: Investment Opportunities in Technology - Key companies in the chip sector include Northern Huachuang, a leader in high-end semiconductor equipment, and SMIC, which is making strides in advanced process technology [7] - The Hang Seng Technology Index, which includes major tech firms listed in Hong Kong, is benefiting from stock buybacks and foreign capital inflows, enhancing its market position [8] Group 4: Consumer Sector - The consumer sector is poised for growth as the economy recovers, with increased consumer spending and diverse consumption scenarios [9] - The liquor industry, particularly high-end liquor, is experiencing a resurgence, with stable pricing and strong demand driven by social and business activities [10][11] Group 5: New Energy Sector - The new energy sector, particularly solar energy, is undergoing a critical recovery phase after facing significant challenges, with a complete and competitive domestic supply chain [12][13] - The demand for solar energy is expected to grow, supported by government policies and increasing electricity needs, with projections for substantial new installations in the coming years [14][15] Group 6: Emerging Technologies - The artificial intelligence sector is rapidly evolving, with significant advancements in AI technologies and applications across various industries, including healthcare and education [16][17] - The robotics industry is also gaining momentum, driven by government policies and increasing demand for automation in manufacturing and service sectors [18][19]

Core Points - The stock price of Zhongdali De (002896) closed at 96.66 yuan, up 3.46% as of August 22, 2025, with a turnover rate of 9.05% and a trading volume of 177,800 hands, amounting to 1.705 billion yuan in transaction value [1] - The net inflow of main funds today was 41.9163 million yuan, accounting for 2.46% of the transaction value, with large orders contributing a net inflow of 22.6547 million yuan [1] Financial Performance - For the first quarter of 2025, the company reported total operating revenue of 231 million yuan, a year-on-year increase of 3.47%, and a net profit attributable to shareholders of 17.3982 million yuan, up 6.22% year-on-year [1] - The company's non-recurring net profit was 11.9763 million yuan, a year-on-year decrease of 5.46% [1] - Key financial ratios include a current ratio of 1.643, a quick ratio of 0.886, and a debt-to-asset ratio of 26.22% [1] Company Overview - Ningbo Zhongdali De Intelligent Transmission Co., Ltd. was established in 2006 and is located in Ningbo City, primarily engaged in the manufacturing of electrical machinery and equipment [2] - The company has a registered capital of 1.51171285 billion yuan and a paid-in capital of 725.121 million yuan [1] - The legal representative of the company is Cen Guojian [1] Investment and Intellectual Property - The company has made investments in 7 enterprises and participated in 59 bidding projects [2] - It holds 6 trademark registrations and 281 patent registrations, along with 16 administrative licenses [2]

【市场复盘】 本周四（8月21日），AI与机器人板块短线回调打开配置窗口，截至收盘，科创人工智能ETF华夏 （589010）收跌1.31%，盘面上高开低走，落入水下后跌幅有所扩大，可以看作对前几天连续大涨的合 理消化。持仓股方面，晶晨股份领涨5.05%；芯原股份领跌5.60%，天准科技下跌4.23%，复旦微电、云 天励飞、凌云光等跌幅超3%。机器人ETF（562500）收跌1.40%，全天并未跌破五日均线，回调蓄势， 盘整再出发。持仓股方面，凯尔达领涨5.48%；均普智能领跌5.66%，中大力德（002896）、夏厦精密 （001306）均下跌超5%。流动性方面，当日成交总额达15.70亿元，量能较前两日的巨量成交小幅收 缩，但仍超过日常中枢，有大量资金逆势加码逢调整买入，机器人ETF单日"吸金"超1.4亿元，位居同类 基金榜首。 【热门ETF】 2、8月21日，智元机器人首届合作伙伴大会在上海举办。智元机器人在大会现场将2026年定义为"盈利 元年"。据悉，智元机器人今年会有数千台的出货量，明年预计会有数万台的出货，智元机器人希望在 未来几年，每年出货量可达到数十万台。 3、近日，天太机器人与山东未来机器人 ...

Group 1 - The core viewpoint of the news highlights the performance of the Robot ETF (562500), which is currently experiencing a slight decline of 0.50% but maintains a long-term upward trend, suggesting that investors should consider buying during adjustments to avoid the pitfalls of "chasing highs and selling lows" [1] - The ETF has a significant trading volume, with a turnover of 6.59 billion yuan and a turnover rate of 3.92%, indicating active market participation and ongoing liquidity [1] - A major development in the industry is the signing of the world's largest single order for humanoid robots, with TianTai Robotics and its strategic partners committing to 10,000 units, marking a significant milestone in the commercialization of humanoid robots [1] Group 2 - The Robot ETF (562500) is the only robot-themed ETF in the market with a scale exceeding 100 billion yuan, covering various segments such as humanoid robots, industrial robots, and service robots, providing investors with a comprehensive investment option across the robot industry chain [2]