Group 1 - The company announced a strategic cooperation agreement with a well-known international electric tool brand, which will result in a total procurement amount exceeding 700 million RMB over the next five years, including 2025 [1] - The total procurement amount is expected to account for over 80% of the company's audited revenue for the fiscal year 2024 [1]

每经AI快讯，9月22日，普莱得(301353.SZ)公告称，近日与某国际知名电动工具品牌商（Y公司）签订 了战略合作协议，约定未来五年（含2025年）的电动工具采购总量累计超人民币7亿元，占公司2024年 度经审计营业收入的比例超80%。 （文章来源：每日经济新闻） ...

截至发稿，普莱得市值为28亿元。 每经头条（nbdtoutiao）——始祖鸟深陷"炸山"风波，母公司大中华区新总裁上任才两个多月，被赞"专 业能力深厚"！安踏体育最新回应→ （记者 曾健辉） 每经AI快讯，普莱得（SZ 301353，收盘价：28.45元）9月22日晚间发布公告称，浙江普莱得电器股份 有限公司近日与交易对手方某国际知名电动工具品牌商签订了战略合作协议，约定未来五年的电动工具 采购总量累计超人民币7亿元，占公司2024年度经审计营业收入的比例超80%。 2024年1至12月份，普莱得的营业收入构成为：电动工具占比99.3%，其他业务占比0.7%。 ...

作者｜黄楠 编辑｜袁斯来 硬氪获悉，沃庭科技（苏州）有限公司（以下简称"沃庭科技"）近日完成数千万元天使轮融资，本轮资金将用于加大技术研发投入、提升创新能力，并加快 上下游生态链构建，完善产业布局。 「沃庭科技」成立于2025年1月，专注电动工具的研发制造与销售，公司在苏州、东莞、南京等多地均设有研发中心和办公室。核心团队成员大多毕业于哈 工大、吉大、同济、东南等国内外知名理工高校，曾就职于电动工具行业的头部企业，在技术研发、行业洞察以及产业化推进等方面积累了逾十年的丰富经 验。 在电动工具长达百年的发展历程中，其技术革新与产业升级始终紧密相关，历经了电气化、无绳化、锂电化几个至关重要的演进阶段。随着近年来锂电池能 量密度提升和成本下降，以锂电为主的无绳电动工具正快速替代传统有绳工具，小型化、便捷化优势愈发凸显，电动工具市场规模呈现出稳定增长态势。 根据Grand View Research报告显示，2023年，全球电动工具市场规模约为367亿美元，预计到2030年将达到595亿美元，年复合增长率为6.4%。 沃庭科技产品渲染图（图源/企业） 「沃庭科技」负责人告诉硬氪，"对于专业用户，他们往往对自身技术充满 ...

Summary of Conference Call Records Companies and Industries Involved - **Juxing Technology (巨星科技)** - **Haoyang Co., Ltd. (浩洋股份)** - **Robotics Industry (机器人行业)** Key Points and Arguments Juxing Technology - Juxing Technology benefits from the interest rate cut cycle, which stimulates real estate demand, holding the second-largest global market share in hand tools with potential for doubling growth [1] - The electric tools business is expected to achieve fivefold growth in the next 3-5 years, with a revenue target of $1 billion [2] - The company has completed its inventory reduction process and is now in a normal purchasing and sales phase, which is expected to enhance performance [2] - Q3 performance is anticipated to exceed expectations due to increased demand from supermarkets driven by interest rate cuts [2] - Projected net profits are expected to be 2.7 billion yuan in 2025 and 3.3 billion yuan in 2026, indicating a 70% growth potential based on a 20x PE valuation [1][3] Haoyang Co., Ltd. - Haoyang has experienced a decline in revenue and net profit for six consecutive quarters but is expected to reach a turning point [3] - Orders from the U.S. market have recovered to last year's levels, and the European market is performing well despite tariff increases [3] - The company is gradually increasing its share of free brands, which is expected to enhance profitability, with projections of 250 million yuan in net profit for 2025 and 350-400 million yuan for 2026, indicating an 80% growth potential [3] - The stage lighting industry is experiencing high demand, with concert-related revenues expected to grow significantly [3] Robotics Industry - The robotics sector is anticipated to enter a bull market in Q4, despite recent stock price fluctuations due to concerns over Optimus order confirmations [4] - Key catalysts for the robotics industry include upcoming factory audits, the release of third-generation products, and developments related to Yushu and UBTECH [5] - The market is expected to resonate domestically and internationally, potentially leading to stronger performance than earlier in the year [10] Specific Product Focus - **Dexterous Hands (灵巧手)**: Focus on electronic skin and micro-screws, with Hanwei Technology and Rongtai being notable companies in these areas [6][7] - **Joint Modules (关节模组)**: Emphasis on cycloidal reducers and screws, with companies like Keda Li, Greenland, and Hengli Hydraulic being highlighted for their competitive edge [9] Market Outlook - The upcoming Q4 is expected to see a stronger market resonance compared to earlier in the year, driven by multiple catalysts including new product launches and order fulfillment [10]

Group 1 - The core viewpoint of the news is that Zhejiang Plad Electric Co., Ltd. has seen a significant increase in its stock price, with a rise of 5.45% to 29.02 CNY per share, and a total market capitalization of 2.849 billion CNY [1] - The company was established on November 1, 2005, and went public on May 30, 2023, focusing on the research, design, production, and sales of power tools [1] - The revenue composition of the company is primarily from power tool assemblies at 94.85%, followed by power tool accessories at 3.66%, and other supplementary products at 1.49% [1] Group 2 - From the perspective of fund holdings, the ICBC Credit Suisse Fund has a significant position in Plad, with the ICBC Joy Mixed A Fund (011729) holding 13,400 shares, representing 0.12% of the fund's net value, making it the eighth largest holding [2] - The ICBC Joy Mixed A Fund was established on August 24, 2021, with a latest scale of 90.9406 million CNY, and has achieved a year-to-date return of 26.04% [2] - The fund's one-year return stands at 46.7%, ranking 3,513 out of 7,980 in its category, while the return since inception is 23.87% [2] Group 3 - The fund manager of ICBC Joy Mixed A Fund is Jiao Wenlong, who has a tenure of 10 years and 128 days, managing a total asset scale of 9.24 billion CNY, with the best fund return during his tenure being 82.02% [3] - Another fund manager, He Shun, has a tenure of 1 year and 336 days, managing assets totaling 6.865 billion CNY, with a best return of 57.88% during his tenure [3]

Core Viewpoint - A new individual business named Qidong Mai'er Electric Tools Shop has been established, focusing on the sale of various tools and electronic products [1] Company Summary - The legal representative of the newly established business is Zhou Junjie [1] - The registered capital of the business is 50,000 RMB [1] - The business operates in a wide range of areas including sales of pneumatic and electric tools, hardware products, electronic measuring instruments, metal cutting and welding equipment, and various electronic components [1] Industry Summary - The business is involved in both wholesale and retail of hardware products and electronic devices [1] - It also includes sales of refrigeration and air conditioning equipment, agricultural machinery, and batteries [1] - The operations are limited to internet-based activities as per the business license [1]

Group 1 - The company has adjusted its operations in response to changes in international tariff policies expected in the first half of 2025, including relocating some orders to its subsidiary in Thailand [1] - The Thailand subsidiary, established in 2018, has developed a comprehensive production and sales management system and is expected to reach full production capacity by the end of 2025 [1] - The company operates under a dual-driven business model of "ODM+OBM," expanding its product range from electric heating, spraying, and nail gun products to include 12V and 18V battery packs and chargers [1] Group 2 - The company aims to capture higher value segments in the large electric tools market through technological innovation and the "ODM+OBM" model over the next three to five years [2] - The self-developed lithium battery pack products are expected to drive the smart manufacturing direction of electric tools and explore higher value applications [2] - The company has completed a share buyback and plans to use it for employee stock ownership plans or equity incentive plans to enhance the motivation of its core team [2]

编号：2025-001 投资者关系 活动类别 ☑ 特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 ☑ 现场参观 □其他 参与单位名称 及人员姓名 财通证券 邢瀚文、魏子扬 海富通基金 赵晨凯 时间 2025 年 9 月 17 日 (周三) 下午 地点 公司会议室 上市公司接待 人员姓名 董事长、总经理：杨伟明 董事：杨诚昊 副总经理、董事会秘书：郭康丽 其他人员 投资者关系活 动主要内容 介绍 1、电动工具市场比较大，根据公司现有的体量规模，未来三 至五年，甚至更长时间的愿景是什么？公司在某一个细分领 域做到了一个相对领先的地位，要做到更大的规模，是否需 要再扩展一些品类？ 回复：公司采用"ODM+OBM"业务双驱动的经营模式，通 过线上和线下方式持续发展 ODM 业务的同时积极推广自主品 牌。公司通过持续的研发创新，不断丰富产品品类，从电热 类、喷涂类、钉枪类等整机类产品，研发扩展了 12V、18V 电 池包平台、充电器等电源类系列产品。基于电动工具向轻巧 舒适、高安全性方向发展，因此锂电类电动工具更具优势。 公司自主研发生产的锂电电池包产品将推动电动工具向智能 制造方向发展 ...

Group 1 - The core viewpoint of the news is that Pulaide's stock price has increased by 5.3% on September 17, reaching 28.40 yuan per share, with a total market capitalization of 2.788 billion yuan [1] - Pulaide has experienced a continuous increase in stock price for four consecutive days, with a cumulative increase of 5.35% during this period [1] - The company, Zhejiang Pulaide Electric Co., Ltd., was established on November 1, 2005, and went public on May 30, 2023, focusing on the research, design, production, and sales of electric tools [1] Group 2 - According to data from Pulaide's top ten circulating shareholders, the Noan Multi-Strategy Mixed A Fund increased its holdings by 275,700 shares in the second quarter, now holding a total of 412,100 shares, accounting for 1.29% of circulating shares [2] - The Noan Multi-Strategy Mixed A Fund has achieved a return of 63.01% this year, ranking 432 out of 8,172 in its category, and a return of 126.17% over the past year, ranking 213 out of 7,980 [2] - The fund managers, Kong Xianzheng and Wang Haichang, have had varying performance records, with Kong achieving a best return of 77.74% and Wang achieving a best return of 65.23% during their respective tenures [2]