格隆汇10月10日丨唯万密封(301161.SZ)在互动平台表示，目前公司及子公司密封产品主要应用于工程 机械、石油天然气、通用机械、工业自动化、煤矿机械、农业机械等六大行业，在其他业务领域，公司 产品覆盖半导体、机器人、清洁能源、纺织机械等领域。 ...

唯万密封(301161.SZ)跌4.03%报39.31元。唯万密封公告，股东上海方谊企业管理咨询合伙企业(有限合 伙)持有443.7万股，占3.6975%；计划自2025年10月27日至2026年1月26日，通过集中竞价方式减持不超 过120万股，占公司总股本1%，减持价格不低于经除权除息调整后的发行价。(格隆汇) ...

Group 1 - The core viewpoint of the news is that Weiman Sealing Technology Co., Ltd. has shown a significant increase in stock price and trading volume, indicating positive market sentiment towards the company [1] - As of September 23, Weiman Sealing's stock price rose by 5.09% to 39.24 CNY per share, with a trading volume of 2.17 billion CNY and a turnover rate of 4.82%, resulting in a total market capitalization of 47.09 billion CNY [1] - The company, established on November 19, 2008, specializes in the research, production, and sales of hydraulic and pneumatic sealing products, classified as a high-tech enterprise [1] Group 2 - The main revenue composition of Weiman Sealing includes hydraulic seals (37.11%), pump and valve seals (20.77%), other seals (17.29%), hydraulic seal kits (17.18%), non-sealing products (6.76%), and others (0.90%) [1] - Among the top ten circulating shareholders, E Fund's New Silk Road Mixed Fund holds 396,900 shares, unchanged from the previous period, representing 0.74% of the circulating shares, with an estimated floating profit of approximately 754,100 CNY [2] - E Fund's New Silk Road Mixed Fund, established on May 27, 2015, has a current scale of 2.787 billion CNY, with a year-to-date return of 20.77% and a one-year return of 34.77% [2]

Core Viewpoint - Weiman Sealing (301161.SZ) is currently applying PEEK materials in sealing products for spray machines, adhesive pumps in new energy vehicles, and semiconductor processing equipment, although the sales scale remains small [1] Group 1 - The company is actively validating some of its products in the market [1] - Collaboration with leading industry clients in the robotics sector is ongoing to jointly determine technical solutions [1] - The company commits to timely information disclosure if there are any relevant developments [1]

Core Insights - The company held an earnings briefing on September 19, 2025, to address investor inquiries regarding business progress and market positioning [1][2] Group 1: Business Performance - The company reported steady growth in revenue across major business segments in the first half of 2025, with the engineering machinery sector remaining the largest segment [3] - The company is focusing on the localization progress of high-end materials, particularly in sectors like engineering machinery and oil & gas, although specific data on the localization rate for high-end materials was not disclosed [3] - The revenue contribution from imported substitutes has been increasing, indicating a positive trend in domestic production capabilities [3] Group 2: Customer Relationships and Collaborations - The company is actively collaborating with leading clients in the robotics sealing sector, including Tesla, to develop high-performance sealing solutions [3] - The technical paths, process plans, and product forms for these collaborations are still evolving, with the company emphasizing its technological reserves to support future developments [3]

Group 1: Company Performance and Market Position - The company has seen steady growth in revenue across its main business sectors in the first half of 2025, with the engineering machinery sector remaining the largest contributor [4] - Significant revenue growth has been noted in the oil and gas, general machinery, and industrial automation sectors, indicating a positive trend in market expansion [4] - The company is actively working on domestic substitution in various industries, with specific progress being made in engineering machinery and other sectors [3] Group 2: Product Development and Innovation - The company is focusing on the localization rate of high-end materials, particularly in the high-performance PPDI new material system used in excavators and breakers [2] - Collaboration with leading clients in the robotics sealing sector is ongoing, with the company developing technical solutions and optimizing product forms [5] - The company is committed to deepening partnerships with core clients to enhance technology standards and product solutions in the robotics industry [5] Group 3: Customer Concentration and Revenue Stability - The company has observed changes in customer concentration over recent years, which has positively impacted revenue stability [4] - Continuous collaboration with core customers and the advancement of domestic production processes are expected to further stabilize revenue streams [4]

（文章来源：每日经济新闻） 唯万密封（301161.SZ）9月18日在投资者互动平台表示，广州加士特针对新能源汽车的点胶泵阀的 PEEK材料密封产品开始了小批量的配套测试，尚未形成一定规模，未来发展存在极大的不确定性，如 有相关进展，公司将严格按照相关规定及时履行信息披露义务。 每经AI快讯，有投资者在投资者互动平台提问：请问贵公司的密封产品有用于新能源汽车上吗？如 有，具体用在哪些新能源汽车上，具体应用在车的哪些部件上？ ...

Core Viewpoint - Weiman Sealing Technology Co., Ltd. has shown a significant increase in stock price and trading volume, indicating positive market sentiment towards the company [1]. Company Overview - Weiman Sealing Technology Co., Ltd. was established on November 19, 2008, and is located in Shanghai, specializing in the research, production, and sales of hydraulic and pneumatic sealing products [1]. - The company went public on September 14, 2022, and currently has a total market capitalization of 4.656 billion yuan [1]. Business Composition - The main revenue sources for Weiman Sealing are as follows: hydraulic seals (37.11%), pump and valve seals (20.77%), other seals (17.29%), hydraulic seal kits (17.18%), non-sealing products (6.76%), and others (0.90%) [1]. Shareholder Information - E Fund's New Silk Road Mixed Fund (001373) is among the top ten circulating shareholders of Weiman Sealing, holding 396,900 shares, which is 0.74% of the circulating shares [2]. - The fund has achieved a year-to-date return of 15.49% and a one-year return of 30.24% [2]. Fund Manager Performance - The fund manager Wang Sinan has been in position for 1 year and 30 days, with a total fund size of 2.787 billion yuan and a best return of 29.64% during his tenure [3]. - Another manager, Qiu Tianlan, has been in position for 301 days, managing a fund size of 3.371 billion yuan, with a best return of 11.95% [3].

Group 1: Semiconductor Sealing Development - The company’s subsidiary, Shanghai Jiano, has successfully validated FFKM rubber sealing products in the semiconductor production equipment sector, maintaining a good growth trend despite a small sales scale [2] - The company is actively seeking new cooperation models and business expansion paths by increasing R&D investment and promoting technological iteration and product innovation [2][3] Group 2: Robotics Sector Engagement - In the robotics sealing field, the company is collaborating with leading industry clients for joint R&D to determine technical solutions, with many technical paths and product forms still in the evolution and optimization process [3] - The company aims to deepen ties with top clients to jointly promote the maturity of industry technical standards and finalize product solutions [3] Group 3: Construction Machinery Industry - The sealing component value in excavators is low relative to total equipment value but is critically important, requiring significant time and effort for material technology and application technology development [3] - The company is pushing for domestic substitution of sealing products and increasing market share, particularly in core segments like excavators [3] Group 4: Oil and Gas Sector Growth - The sealing products in the oil and gas sector have performance comparable to leading international companies, with strong customization attributes and certifications from top oil service companies [4] - The company is focusing on global market expansion, including a key project in Saudi Arabia, and is accelerating the establishment of overseas sales and service networks [4] Group 5: R&D Focus and Future Strategy - The company emphasizes research on materials, continuously improving material formulations to meet diverse market demands and enhancing production efficiency through improved equipment and processes [4] - Future strategies include strengthening the basic material system, enhancing independent product development capabilities, and focusing on investment and acquisition of quality enterprises with material technology [4]

Group 1 - On September 3, Shanghai Weiman Sealing Technology Co., Ltd. conducted an online meeting with six institutions, including Penghua Fund and Huaxia Fund, to address investor inquiries [1] - The company provides solutions for key components in the textile machinery sector, such as spinning machines and texturing machines, with a focus on polyurethane friction discs for texturing machines, which have passed customer tests and received initial bulk orders [1] - The company plans to enhance product quality and compliance rates through lean production, improved material processing techniques, and research on automation equipment [1] Group 2 - After acquiring 100% of Shanghai Jiano, the company emphasizes research on basic materials to build a multi-material application system and expand into new fields [2] - The company will adhere to a "three-much" strategy, focusing on internal research of materials, products, and application technologies, while also enhancing brand building and production processes to reduce costs [2] - Externally, the company aims to optimize the industrial chain by integrating quality resources and pursuing strategic mergers and acquisitions to enhance its material platform and industry layout for long-term profitability [2]