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恒而达:9月15日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-09-15 11:08
截至发稿,恒而达市值为85亿元。 每经头条(nbdtoutiao)——重大突破!中国这款新药,中美官方都认定有突破性疗效!世界肺癌大会 沸腾了 2024年1至12月份,恒而达的营业收入构成为:金属制品业占比87.96%,通用设备制造业占比12.04%。 每经AI快讯,恒而达(SZ 300946,收盘价:54.5元)9月15日晚间发布公告称,公司第三届第七次董事 会会议于2025年9月15日在福建省莆田市荔城区新度镇新度村亭道尾228号公司会议室以现场会议与通讯 相结合的方式召开。会议审议了《关于补选第三届董事会战略委员会委员的议案》等文件。 (记者 王晓波) ...
调研速递|恒工精密接受网上投资者调研,聚焦机器人业务布局与技术创新要点
Xin Lang Cai Jing· 2025-09-15 11:06
Core Viewpoint - The company is focusing on technological innovation and market expansion in the robotics industry, leveraging its patented technologies and strategic partnerships to enhance product quality and operational efficiency [1][4][5]. Patent Application and Technological Innovation - The company has developed a significant number of effective patents through its technical team's experience in overcoming production bottlenecks, which are then applied to various production scenarios, creating a positive feedback loop that enhances product quality and production efficiency [1]. Restructuring and Investment Plans - The company plans to enhance market recognition and achieve goals for shareholders through various means, while the major shareholder, the Beijing-Tianjin-Hebei Fund, will continue to hold shares after a reduction [2]. Collaboration Disclosure - The company has disclosed its collaboration with reducer manufacturers and has jointly invested in the Qingdao Anpeng Intelligent Vehicle Venture Capital Fund, supplying structural components to Zhiyuan Robotics [3]. Operational Results and Strategic Significance - In the first half of the year, the company focused on the robotics supply chain, securing core customers in the domestic harmonic and RV reducer markets, with some products entering mass production [4]. Robotics Market Expansion Strategy - The company is concentrating on core components of RV/harmonic reducers, aiming for domestic substitution and integrating into the supply chains of leading manufacturers, while also extending its process chain to enhance added value [5]. Other Key Points - The company is investing heavily in ADI material research and development, with progress needing to be monitored due to long R&D cycles [6] - Revenue growth in the first half of 2025 is primarily driven by continuous casting iron parts, automotive components, and robotics parts [6] - The company is focusing on high-potential robotics industry clients and building a model of "efficient capacity + market expansion" [6]
(经济观察)8月中国经济数据折射政策效应释放
Zhong Guo Xin Wen Wang· 2025-09-15 11:02
Group 1 - China's economic policies this year focus on boosting consumption and improving investment efficiency, with recent data indicating positive effects from these policies [1] - The third batch of funds for replacing old consumer goods has stimulated demand, leading to double-digit growth in retail sales of home appliances, furniture, and cultural office supplies in August [1] - Service consumption is also on the rise, with a 5.1% year-on-year increase in service retail sales over the first eight months, outpacing goods retail growth [1] Group 2 - The expansion of domestic demand policies is positively impacting production, with significant year-on-year increases in manufacturing sectors such as boiler and motor manufacturing, at 11.9% and 14.8% respectively in August [2] - High-tech manufacturing and equipment manufacturing sectors are experiencing growth rates of 9.3% and 8.1%, respectively, indicating a structural upgrade in the manufacturing industry [2] - The Producer Price Index (PPI) remained stable in August, reflecting improved production factor circulation and a better supply-demand relationship in various industries [2] Group 3 - In September, new policies are being introduced to enhance market efficiency and promote private investment, including pilot reforms in ten regions [3] - The current macroeconomic policy is characterized by a gradual and supportive approach, with expectations for increased policy intensity in response to last year's economic data base [3]
恒工精密:聚焦核心部件、延伸工艺链、资本协同三措并举拓展市场份额
Quan Jing Wang· 2025-09-15 10:38
9月15日下午,恒工精密(301261.SZ)参加主题为"真诚沟通 传递价值"——2025年河北辖区上市公司 投资者网上集体接待日暨2025年半年报集体业绩说明会活动。 更多集体接待日详情,请点击:https://rs.p5w.net/html/175764388062668.shtml 会上,问及在人形机器人领域已有所布局,如何把握这一趋势进一步拓展市场份额,恒工精密董事长、 总经理魏志勇表示,公司主要通过以下举措布局人形机器人领域: 1. 以材料技术为基础,抢占核心部 件市场 依托连续铸铁技术(高刚度、高耐磨性、低成本),聚焦RV/谐波减速器核心部件(如行星架、 针齿壳、刚轮),替代传统锻钢和砂型铸造方案,实现国产化替代,快速切入头部减速器厂商供应链。 基于机器人轻量化、高精度需求,定向开发本体结构件,覆盖工业机器人、人形机器人等多场景。 2. 纵向延伸工艺链,提升单点附加值 产业链上不断从核心材料供应向精密加工、热处理、关节模组等, 形成"材料-加工-关键组件"一体化能力,提升收入和产品附加值。 3. 资本协同,构建生态主导力 深度 绑定核心客户,不断切入关键材料、减速器、关节模组等机器人高价值环节; ...
恒工精密:ADI材料将采用内外部联合研发方式 目前已投入专业研发队伍和相应资源
Quan Jing Wang· 2025-09-15 10:31
Core Viewpoint - Henggong Precision (301261.SZ) is actively focusing on the research and development of ADI materials, indicating a significant commitment to this project despite the challenges associated with new material development [1] Group 1 - The company participated in an investor online reception day themed "Sincere Communication, Delivering Value" on September 15, 2023 [1] - During the event, the company's financial director and board secretary, Liu Dong, highlighted that ADI is a key project for the company, with substantial resources and a dedicated R&D team allocated to it [1] - The company is employing a collaborative approach for the R&D of ADI materials, combining internal and external resources [1] Group 2 - Liu Dong acknowledged that the development process for new materials like ADI is often arduous and lengthy, suggesting that stakeholders should monitor company announcements for updates on progress [1]
绿的谐波:左晶减持274.51万股
Xin Lang Cai Jing· 2025-09-15 10:24
绿的谐波公告,控股股东、实际控制人左晶于2025年6月25日至2025年9月15日通过集中竞价减持91.31 万股、大宗交易减持183.2万股,累计减持274.51万股,占公司总股本1.4974%,减持价格区间119.99~ 158.99元/股;左昱昱于2025年6月25日至2025年9月5日通过集中竞价减持90.88万股、大宗交易减持 183.2万股,累计减持274.08万股,占公司总股本1.4950%,减持价格区间121.08~159.1元/股,本次减持 计划已实施完毕。 ...
伟隆股份:公司沙特产能已于今年6月正式投产,泰国产能计划在2027年10月前投产
Mei Ri Jing Ji Xin Wen· 2025-09-15 09:29
每经AI快讯,有投资者在投资者互动平台提问:贵公司已经进入微软和英伟达的液冷阀门认证,据说 今年贵公司的阀门已经满产满销,明年液冷阀门需求高增,产能肯定非常非常吃紧,贵公司需要快速继 续扩产呀,是否有扩产计划? 伟隆股份(002871.SZ)9月15日在投资者互动平台表示,公司沙特产能已于今年6月正式投产,泰国产 能计划在2027年10月前投产。 (文章来源:每日经济新闻) ...
三天两板南风股份:南方增材3D打印服务业务尚处起步阶段
Ge Long Hui A P P· 2025-09-15 09:14
格隆汇9月15日丨南风股份发布异动公告,此前披露,公司子公司南方增材拟自筹5000万元用于3D打印 服务项目固定资产投资。截至目前,该事项尚未落地。南方增材3D打印服务业务尚处起步阶段,预计 对公司本年度的营业收入、利润不构成重大影响,未来经营情况存在一定的不确定性。 ...
中泰证券保荐腾达科技IPO项目质量评级B级上市首年增收不增利
Xin Lang Cai Jing· 2025-09-15 09:12
Company Overview - Company Name: Shandong Tenda Fastening Technology Co., Ltd. [1] - Stock Code: 001379.SZ [1] - IPO Application Date: July 1, 2022 [1] - Listing Date: January 19, 2024 [1] - Industry: General Equipment Manufacturing [1] - IPO Sponsor: Zhongtai Securities [1] IPO Details - Underwriting and Sponsorship Fees: 59.43 million yuan [1] - Underwriting Commission Rate: 7.00%, lower than the average of 7.71% [1] - Total Fundraising Amount: Expected to raise 930 million yuan, actual amount raised 849 million yuan, a decrease of 8.76% [1] Market Performance - First Day Stock Price Increase: 42.70% compared to the issue price [1] - Stock Price Change in First Three Months: Decreased by 9.42% compared to the issue price [1] Financial Performance - Revenue Growth Year-on-Year: 4.12% increase [1] - Net Profit Year-on-Year: Decreased by 10.49% [1] - Non-recurring Net Profit Year-on-Year: Decreased by 28.34% [1] Evaluation and Scoring - Total Score for IPO Project: 89 points, classified as Grade B [1] - Negative Factors Affecting Score: Disclosure quality needs improvement, stock price decline in the first three months, reduced actual fundraising amount, and net profit decline in the first accounting year [1]
万向钱潮:公司在机器人业务上主要布局滚柱丝杠、行星滚柱丝杠产品
Zheng Quan Ri Bao Wang· 2025-09-15 08:41
证券日报网讯万向钱潮(000559)9月15日在互动平台回答投资者提问时表示,公司在机器人业务上主 要布局滚柱丝杠、行星滚柱丝杠产品,同时针对机器人关节核心精密轴、精密交叉滚子轴承、薄壁圆锥 滚子轴承、球轴承等也组建专班队伍,围绕头部机器人用户开展产品项目攻关。 ...