证券日报网讯 英搏尔（300681）11月25日在互动平台回答投资者提问时表示，2025年4月21日，英搏尔 与丰立智能（301368）签署战略合作协议，双方将充分发挥产品优势和技术优势，共同推动在新能源汽 车、关节模组、工程机械、eVTOL、智能制造等领域的深度合作，实现优势互补、互利共赢。依托英 搏尔在电机电控方面的竞争优势，丰立智能在谐波减速器、行星减速器等领域的技术积累，双方形 成"电机+减速器"集成化产品能力，为公司在关节模组领域的布局提供助力，进一步扩展电机电控产品 应用领域，打开新的业务增长空间。相关产品的研发工作当前正按计划有序开展中。公司将根据市场反 馈、技术发展趋势以及自身的战略规划，积极对接客户需求，在合适时机拓展新的业务领域和产品类 型。 ...

证券日报网讯启明信息（002232）11月25日发布公告，在公司回答调研者提问时表示，公司本着以用户 为中心、帮助伙伴成功的经营理念，采用生态伙伴的合作模式，与华为等行业领先企业均签订战略合作 协议，进行战略合作，相关内容请关注公司发布的公告。 ...

南财智讯11月24日电，通达创智在投资者关系活动中表示，公司与迪卡侬、宜家、Wagner、YETI等全 球领先跨国企业建立了长期稳定的战略合作关系，公司在核心客户的供应商体系中等级较高，系迪卡 侬、YETI的重点供应商，Wagner和宜家的优先级合作伙伴，订单可预测性强，合作粘性高，业务合作 具有较高的稳定性与发展可持续性。 ...

人民财讯11月21日电，金帝股份（603270）11月21日公告，近日，公司与东培股份签署《战略合作意向 书》，确认双方有意就人形机器人谐波减速器总成及其关键零部件相关业务进行合作，共同探讨建立合 资或其他合作架构的可行性，并就市场、技术及投资等事项展开沟通与评估，以推动双方长期稳定的合 作发展。该意向书不涉及具体金额，任何一方均不因本意向书而负有投资、采购、授权、合资或其他履 约义务。 ...

Core Viewpoint - The company reported a decline in revenue and net profit for the first three quarters of 2025, while improving inventory turnover significantly [1] Financial Performance - Cumulative revenue for the first three quarters of 2025 reached 1.87 billion, representing a year-on-year decrease of 3.45% [1] - Net profit decreased by 25.90% during the same period [1] - Operating costs, management expenses, and financial costs all saw a year-on-year decline [1] Operational Efficiency - Inventory turnover rate improved significantly by 23.13%, reaching 96.17 times [1] - The port handling business contributed over 80% to the company's revenue [1] Strategic Initiatives - The company is undergoing technological upgrades and deepening strategic partnerships to enhance operational efficiency [1] - Future considerations include increasing the frequency of dividend distributions [1]

Core Viewpoint - The company is actively responding to industry trends and customer demand changes by optimizing its global supply chain, deepening strategic cooperation with core customers, increasing R&D investment to enhance product competitiveness, and expanding into emerging markets and application fields [1] Group 1 - The company is closely monitoring industry trends and changes in customer demands [1] - The company is optimizing its global supply chain layout [1] - The company is deepening strategic cooperation with core customers [1] Group 2 - The company is increasing R&D investment to enhance product competitiveness [1] - The company is expanding into emerging markets and application fields [1]

Core Viewpoint - The article discusses the strategic partnership between Shengxin Lithium Energy and Huayou Holding Group, focusing on a significant lithium salt procurement agreement for the years 2026 to 2030, which is expected to strengthen their long-term collaboration [2][5]. Group 1: Procurement Agreement - Shengxin Lithium Energy plans to sign a framework agreement with Huayou Holding Group for the procurement of a total of 221,400 tons of lithium salt products over five years from 2026 to 2030 [2]. - The estimated procurement amount is approximately 19.985 billion yuan based on the current spot price of battery-grade lithium carbonate at 90,266.67 yuan per ton, or up to 20.962 billion yuan based on recent futures contract prices of 94,680 yuan per ton [5]. Group 2: Strategic Cooperation - The partnership extends beyond lithium salt procurement, as both companies are deepening their strategic relationship through equity ties. Following the signing of the procurement agreement, Shengxin Lithium Energy is advancing plans to issue A-shares to specific investors, including Huayou Holding and Zhongchuang Xinhang [5]. - After the issuance, Huayou Holding and Zhongchuang Xinhang will become shareholders holding over 5% of Shengxin Lithium Energy, establishing them as related parties and laying a solid foundation for long-term cooperation [5]. Group 3: Fundraising and Financial Plans - In late October, Shengxin Lithium Energy signed a strategic cooperation agreement with Zhongchuang Xinhang and Huayou Holding Group, planning to raise up to 3.2 billion yuan through a share issuance priced at 17.06 yuan per share [6]. - The funds raised will be used to supplement working capital and repay debts, with Huayou Holding and Shenzhen Shengtun Group each planning to subscribe for 1.1275 billion yuan, while Zhongchuang Xinhang intends to subscribe for 945 million yuan [6].

格隆汇11月19日丨东方电气(600875.SH)公布，为应对政策变化、适应市场竞争、控制投资风险，提升 风电场专业化、市场化运营能力，东方风电拟以木垒东吉100%股权作价参股投资，引入外部战略合作 方成立合资公司，共同推进东方电气木垒100万千瓦科技创新实验风场项目，实现资源互补、风险共 担。东方风电与皖能能源共同成立合资公司，东方风电持股49%，皖能能源持股51%。合资公司注册资 本为：185,683.0205万元，东方风电以木垒东吉100%股权作价出资，根据北京天健兴业资产评估有限公 司出具的资产评估报告，基于评估基准日2025年6月30日，木垒东吉新能源有限公司评估后的股东全部 权益价值为90,984.68万元，皖能能源以94,698.3405万元现金出资。 ...

Core Points - Two companies, Huiyuan Communication and Hualan Group, are undergoing changes in control and will resume trading on November 19, 2025 [2][3] - Aik Shares is planning to issue shares to acquire assets and will be suspended from trading starting November 19, 2025 [5] - ST Zhengping's stock has seen a significant increase of 221.93% from September 1 to November 18, 2025, leading to a suspension for verification [6] - Tianyima plans to acquire 98.5632% of Xingyun Kaiwu for 1.1885 billion yuan and will issue shares to raise up to 155 million yuan [9] Group 1: Control Changes - Huiyuan Communication plans to issue up to 53.65 million shares at 11.37 yuan per share, raising a total of up to 610 million yuan, with the proceeds used for working capital [2] - Hualan Group's actual controllers will transfer a total of 851.13 million shares (5.79% of total shares) to Xutong Investment at a price of 20.41 yuan per share, totaling 174 million yuan [3] Group 2: Suspensions and Resumptions - Aik Shares will be suspended from trading as it plans to issue shares and cash to acquire Dongguan Silicon Xiang Insulation Materials Co., Ltd. [5] - ST Zhengping's stock will be suspended for verification due to its stock price significantly deviating from fundamentals [6] - ST Dongyi has completed its verification work and will resume trading on November 19, 2025 [11] Group 3: Major Asset Restructuring - Tianyima is planning a major asset restructuring by acquiring a majority stake in Xingyun Kaiwu for 1.1885 billion yuan [9] - Meng Tian Home has terminated its asset restructuring and control change plans, leading to its resumption of trading [9] Group 4: Fundraising Activities - Jin An Guo Ji plans to raise up to 1.29995 billion yuan through a private placement for a high-grade copper-clad laminate project [9] - Wan Tong Technology is also planning a private placement to raise up to 920 million yuan for working capital [9]

Core Viewpoint - Shentong Express has extended the stock option exercise period with Alibaba Network until December 27, 2028, at a price of 16.413 yuan per share, reflecting a long-term strategic collaboration and recognition of Shentong's value by Alibaba [1] Company Summary - The adjustment of the stock option exercise period is based on a consensus for long-term strategic cooperation, providing ample time for collaboration [1] - Since the strategic partnership with Alibaba, Shentong has made significant progress in digital upgrades and capacity enhancement, with an expected daily capacity exceeding 90 million by year-end [1] - The company aims to continue its "seeking progress while maintaining stability" development strategy and accelerate digital transformation to create long-term stable value for investors and customers [1] Industry Summary - Major domestic express brands have similar business shares across major platforms such as Taobao, Douyin, and Pinduoduo [1] - The agreement adjustment is expected to help Shentong maintain an independent and diversified operational structure, potentially enhancing its attractiveness in the capital market and consolidating its competitive advantage in the industry [1]