Core Viewpoint - The announcement from Saiteng Co., Ltd. indicates that major shareholders Sun Feng and Zeng Hui plan to reduce their holdings due to personal financial needs, which may impact the stock's market performance [1] Shareholder Holdings - Sun Feng holds 53.9163 million shares, accounting for 19.88% of the total shares [1] - Zeng Hui holds 52.1608 million shares, representing 19.24% of the total shares [1] Planned Share Reduction - Both shareholders intend to reduce their holdings by a total of up to 4.0675 million shares, which is 1.50% of the total shares [1] - The reduction will occur through a combination of centralized bidding and block trading, with a maximum of 1.3558 million shares through centralized bidding and 2.7117 million shares through block trading [1] Timeline for Reduction - The reduction period is set from January 29, 2026, to April 28, 2026 [1] - The selling price will be determined by the market [1]

Group 1 - The automation equipment sector experienced a slight decline of 0.01% on January 6, with Robotech leading the drop [1] - The Shanghai Composite Index closed at 4083.67, up 1.5%, while the Shenzhen Component Index closed at 14022.55, up 1.4% [1] - Notable gainers in the automation equipment sector included Haixi Communications, which rose by 16.85% to a closing price of 29.61, and Xingchen Technology, which increased by 11.87% to 25.82 [1] Group 2 - The automation equipment sector saw a net outflow of 1.546 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.103 billion yuan [2] - Key stocks with significant net inflows from retail investors included Haixi Communications and Xingchen Technology, with net inflows of 651,500 yuan and 865,100 yuan respectively [3] - The overall trading volume in the automation equipment sector was highlighted, with Haixi Communications achieving a transaction amount of 321 million yuan [1]

Group 1 - The core viewpoint of the news is that Saiteng Co., Ltd. has seen a stock price increase of 5.1%, reaching 46.37 yuan per share, with a total market capitalization of 12.574 billion yuan [1] - Saiteng Co., Ltd. is based in Suzhou, Jiangsu Province, and was established on June 19, 2007, with its listing date on December 25, 2017 [1] - The company's main business involves the research, design, production, sales, and technical services of automation production equipment, providing system solutions for intelligent production [1] - The revenue composition of Saiteng Co., Ltd. includes 76.79% from automation equipment, 18.95% from fixtures, 3.77% from technical services, and 0.49% from other sources [1] Group 2 - Among the top ten circulating shareholders of Saiteng Co., Ltd., a fund under Southern Fund holds a position, specifically the Southern CSI 1000 ETF (512100), which reduced its holdings by 14,900 shares in the third quarter [2] - The Southern CSI 1000 ETF (512100) currently holds 1.5299 million shares, accounting for 0.56% of the circulating shares, with an estimated floating profit of approximately 3.4423 million yuan [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 76.63 billion yuan, and has achieved a year-to-date return of 2.1% [2]

证券日报网讯1月5日，赛腾股份（603283）在互动平台回答投资者提问时表示，南浔项目主体基建已完 工，还需要装修及验收通过后方可投产，苏州欧帝项目正在建设中。公司承接了多个面向明年量产的打 样项目，目前各项目均按照客户既定计划稳步推进，进展顺利。其中涵盖客户验证、小批量试产等多个 阶段，项目整体有序落地。 ...

赛腾股份（603283.SH）1月5日在投资者互动平台表示，尊敬的投资者您好，感谢您对公司的关注！南 浔项目主体基建已完工，还需要装修及验收通过后方可投产，苏州欧帝项目正在建设中。公司承接了多 个面向明年量产的打样项目，目前各项目均按照客户既定计划稳步推进，进展顺利。其中涵盖客户验 证、小批量试产等多个阶段，项目整体有序落地。关于具体项目占比及同比数据，因涉及客户合作细节 及未公开经营信息，暂不便披露，谢谢！ 每经AI快讯，有投资者在投资者互动平台提问：孙总，公司提到产能利用率较高且打样项目进展顺 利。那目前两个新基地的设备进场调试和产线搭建进度如何？是否已经出现了因现有产能满载，而不得 不将部分打样验证后的量产订单排队等待新基地投产的情况？ 公司说承接了多个面向明年量产的打样 项目。请问这些项目中，目前处于客户驻厂验证或小批量试产阶段的占比有多少？ 相比去年同期数量 是翻倍增长还是持平？ 望孙总能基于生产实际给予具体反馈这比业绩预告更有说服力十分谢谢！ （文章来源：每日经济新闻） ...

证券日报网讯 12月29日，赛腾股份（603283）在互动平台回答投资者提问时表示，公司在手订单情况 良好，公司尚未获取国内其他品牌设备的销售数据，无法准确计算公司的市场占有率。 ...

Group 1 - The company, Saiteng Co., has begun mass shipments of PCB-related equipment and has established partnerships with multiple PCB manufacturing enterprises [2] - The company is optimistic about the prospects of the PCB equipment industry and plans to continue expanding its market presence [2] - The company aims to become a supplier with core competitiveness within the industry [2]

（编辑 丛可心） 证券日报网讯 12月29日，赛腾股份在互动平台回答投资者提问时表示，公司设备在核心指标上已达到 主流进口设备水平，能够满足客户的相关量测需求。公司一直高度重视研发投入，持续深耕核心技术， 提升产品的性能和可靠性，对于行业内的优质资源和合作机遇，公司始终保持开放和积极的态度，如未 来涉及并购重组事项，公司将严格按照相关法律、法规的要求，及时履行信息披露义务。 ...

（编辑 任世碧） 证券日报网讯 12月29日，赛腾股份在互动平台回答投资者提问时表示，公司产能利用率较高，消费电 子板块主要为非标定制化产品，订单遵循"先打样验证、后量产交付"的行业特性，公司已承接并正在推 进多个客户面向明年量产的打样项目，项目进展顺利。 ...

Investment Rating - The industry rating is "Recommended" [3] Core Insights - Short-term lithium prices are expected to remain bullish, supported by ongoing inventory depletion and supply-side disruptions [8][27] - Nickel prices may find support due to potential reductions in Indonesia's nickel ore quotas and additional taxes on associated resources [1][27] - Cobalt prices are anticipated to rise further due to a persistent supply shortage, with structural tightness expected to last for the next two years [5][17] - The antimony market is expected to see prices converge towards higher international levels due to export restrictions and tight supply [6][19] - The rare earth industry remains dominated by China, despite overseas efforts to develop supply chains, with significant supply tightening expected [9][20] - Tin prices are supported by uncertainties in overseas supply, particularly from Myanmar and the Democratic Republic of Congo [11][21] - Tungsten prices are expected to remain supported due to ongoing supply tightness and regulatory controls on mining quotas [13][22] - Uranium prices are likely to be supported by ongoing supply constraints and geopolitical factors affecting global energy security [14][22] Summary by Sections Nickel and Cobalt Industry Update - Indonesia's 2026 nickel ore production target is set to be reduced to 250 million tons, down 34% from 379 million tons in 2025, to prevent further price declines [1][27] - The Indonesian government plans to classify cobalt and iron as independent commodities and impose a royalty tax of 1.5%-2%, potentially generating an additional $600 million annually [1][27] Antimony Industry Update - Domestic antimony prices are expected to rise towards international levels due to export controls and tight supply conditions [6][19] Lithium Industry Update - The average price of battery-grade lithium carbonate is reported at 97,700 CNY/ton, with a 3.27% increase [8][27] - Supply stability is expected from lithium salt plants, while demand from the electric vehicle and energy storage markets remains strong [8][27] Rare Earth Industry Update - China continues to dominate global rare earth supply, with new export restrictions from Vietnam further tightening the market [9][20] Tin Industry Update - Tin prices are supported by uncertainties in overseas supply, particularly from Myanmar and the Democratic Republic of Congo [11][21] Tungsten Industry Update - Supply tightness in the tungsten market is expected to persist due to regulatory controls and reduced mining quotas [13][22] Uranium Industry Update - Ongoing supply constraints and geopolitical factors are expected to support uranium prices in the near term [14][22]