类型：股份有限公司（上市） 注册资本：壹拾亿零壹仟伍佰壹拾叁万捌仟柒佰零捌元人民币 股票代码：002510 公司简称：天汽模 公告编号2026-002 天津汽车模具股份有限公司关于完成工商变更登记并换发营业执照的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误导性陈述或重大遗漏。 一、基本信息 天津汽车模具股份有限公司（以下简称"公司"）于2025年12月12日召开了第五届董事会第五十三次会 议，于2025年12月30日召开了2025年第二次临时股东大会，审议通过了《关于变更注册资本、修订〈公 司章程〉并办理工商变更登记的议案》。具体内容详见公司于2025年12月13日、2025年12月31日刊登在 《证券时报》、《中国证券报》和巨潮资讯网（www.cninfo.cn）上的《关于第五届董事会第五十三次 会议决议的公告》（公告编号：2025-068）、《二〇二五年第二次临时股东大会决议的公告》（公告编 号：2025-072）。 近日，公司完成了相关工商变更登记手续，取得了中国（天津）自由贸易试验区市场监督管理局换发的 《营业执照》，相关登记信息如下： 名称：天津汽车模具股份有限公司 ...

证券日报网讯 1月5日，天汽模在互动平台回答投资者提问时表示，公司将持续专注于主业发展，争取 以更好地业绩回馈广大投资者。 （文章来源：证券日报） ...

证券日报网12月19日讯宁波方正（300998）在2025年12月19日回答调研者提问时表示，公司布局机器人 业务是基于对产业发展趋势的精准判断和自身战略发展的需要，核心考量有三：一是把握新兴产业红 利，人形机器人作为集成人工智能、高端制造等先进技术的颠覆性产品，预计2025年—2030年全球具身 智能机器人市场平均复合增长率超50%，市场空间广阔，布局该领域可开辟新的增长曲线；二是响应国 家战略导向，契合"十五五"规划培育战略性新兴产业、发展新质生产力的要求，推动制造业高端化转 型；三是发挥自身优势，公司在精密制造领域的技术积累可与机器人产业形成高效衔接。与现有主营业 务的协同效应显著：一方面是技术协同，公司深耕汽车模具、智能装备领域多年，在材料选型、工艺优 化、精密结构件制造等方面的核心能力，可直接迁移至机器人关节模组、核心结构件的研发生产中，实 现技术复用；另一方面是产能与客户协同，机器人部件业务可共享公司现有生产体系，提升产能利用 率，同时依托公司服务全球头部汽车零部件企业的客户资源，为机器人业务的市场拓展奠定基础。此 外，机器人技术的应用还能反哺主营业务，例如将具身智能机器人应用于公司精密组装、分拣 ...

Revenue Growth - In the first three quarters of 2025, the company achieved a revenue of 904 million yuan, representing a year-on-year growth of 42.77% [2] - The revenue growth is driven by two core factors: - A strong recovery in the traditional core mold business, with a 62.45% increase in revenue and a 5.99% rise in gross margin in the first half of 2025 [2] - Rapid expansion of the new energy business, with revenue contributions from lithium battery precision components and conductive connection components reaching 17.92% and 11.79%, respectively [2] Profitability Improvement - The company plans to optimize product structure to increase the proportion of high-margin new energy precision components, leveraging scale effects to reduce costs [3] - Profitability is expected to improve gradually as new energy business production capacity is released and order scales expand, with specific timelines dependent on market conditions and business progress [3] Strategic Business Expansion - The company is entering the humanoid robot sector through collaborations with several enterprises, driven by three strategic considerations: - Capturing emerging industry benefits, with the humanoid robot market projected to grow at an average compound annual growth rate of over 50% from 2025 to 2030 [3] - Aligning with national strategic directives to promote high-end manufacturing transformation [3] - Utilizing existing precision manufacturing capabilities to enhance robot component development [3] - Initial small-scale supply of humanoid robot components, including dual-arm and leg structures, has commenced [3] Acquisition Plans - The company is progressing with the acquisition of the remaining 60% stake in Junpeng Communication, having already acquired 40% [4] - Key steps include ongoing due diligence, auditing, and updating financial data to facilitate the transaction [4] - The acquisition aims to strengthen the company's competitiveness in the new energy sector, particularly in lithium battery structural components, and to enhance the overall energy industry chain [4]

证券日报网讯 12月18日，天汽模在互动平台回答投资者提问时表示，目前，公司生产经营正常，各项 业务稳健运行。未来，公司将继续聚焦主业，努力通过良好的经营业绩、常态化投资者交流、持续稳定 的现金分红、适时股份回购等措施切实提升公司投资价值和股东回报能力。 （文章来源：证券日报） ...

证券日报网讯 12月17日，天汽模在互动平台回答投资者提问时表示，截至2025年12月10日，公司股东 总户数107510户，机构股东总户数871户。 （文章来源：证券日报） ...

Core Insights - Beijing Lingsheng Technology Co., Ltd. has officially established a strategic partnership with Ningbo Fangzheng Automobile Mould Co., Ltd. to create an "Beijing R&D + Ningbo Manufacturing" industrial collaboration model [1][2] - The partnership aims to leverage Lingsheng Technology's advanced embodied intelligence technology and Ningbo Fangzheng's precision manufacturing capabilities to drive growth in the robotics sector [1][2] Group 1 - The collaboration will enable Lingsheng Technology to accelerate product mass production with support from Ningbo Fangzheng's top-notch precision manufacturing capabilities [1] - Ningbo Fangzheng will provide critical manufacturing support, including precision manufacturing of key components such as joint modules and structural parts for Lingsheng Technology's robots [2] - The partnership will create a closed-loop ecosystem of "technology research and development - scene application - industrial landing," enhancing core competitiveness [2] Group 2 - The collaboration focuses on the synergy of "intelligent algorithms + precision manufacturing," driving the entire process from technology development to mass production of humanoid robots [2] - Both companies aim to inject strong momentum into high-quality industrial development through a dual-driven approach of "industry + investment" [2]

Core Insights - Ningbo Fangzheng's stock price decreased by 2.23% on November 21, with a trading volume of 34.97 million yuan [1] - The company reported a financing net buy of -1.21 million yuan on the same day, indicating a higher level of financing repayment compared to new purchases [1] - As of November 21, the total financing and securities lending balance for Ningbo Fangzheng was 116 million yuan, representing 3.85% of its market capitalization [1] Financing and Securities Lending - On November 21, Ningbo Fangzheng had a financing buy amount of 2.54 million yuan, with a current financing balance of 116 million yuan, which is above the 80th percentile of the past year [1] - There were no securities lent or sold on November 21, with a securities lending balance of 0.00 yuan, indicating a high level of inactivity in this area [1] Company Overview - Ningbo Fangzheng, established on March 16, 2004, and listed on June 2, 2021, specializes in the research, production, and sales of automotive plastic molds, plastic parts, smart equipment, and precision components for lithium batteries [1] - The company's revenue composition includes molds (50.58%), precision components for lithium batteries (17.92%), conductive connection components for lithium battery modules (11.79%), plastic products and accessories (10.41%), smart equipment (5.59%), and others (3.71%) [1] Financial Performance - For the period from January to September 2025, Ningbo Fangzheng achieved a revenue of 904 million yuan, reflecting a year-on-year growth of 42.77% [2] - The company reported a net profit attributable to shareholders of -22.08 million yuan, a decrease of 32.31% compared to the previous year [2] Shareholder Information - As of September 30, 2025, the number of shareholders for Ningbo Fangzheng was 6,979, a decrease of 3.79% from the previous period [2] - The average number of circulating shares per shareholder increased by 3.94% to 15,429 shares [2] Dividend Information - Since its A-share listing, Ningbo Fangzheng has distributed a total of 48.63 million yuan in dividends, with 27.35 million yuan distributed over the past three years [3] - Notably, the fund 华夏行业景气混合A (003567) has exited the list of the top ten circulating shareholders as of September 30, 2025 [3]

Core Viewpoint - Tianjin Automotive Mould Co., Ltd. plans to use up to RMB 200 million of idle raised funds for cash management to enhance fund utilization efficiency and investment returns while ensuring that the investment projects proceed smoothly and do not affect the use of raised funds [1][4][12] Summary by Sections 1. Basic Situation of Raised Funds - The company issued 4.71 million convertible bonds at a face value of RMB 100 each, raising a total of RMB 471 million, with a net amount of RMB 463.1 million after deducting underwriting fees [1][3] 2. Reasons for Idle Funds - As of October 31, 2025, some raised funds are temporarily idle due to the phased investment needs of the projects, which require gradual funding [3][4] 3. Cash Management Plan - The company intends to use idle raised funds for cash management, with a maximum of RMB 200 million, for a period of 12 months from the board's approval date, allowing for rolling use of funds within this limit [6][12] 4. Purpose of Cash Management - The aim is to improve the efficiency of fund usage and increase investment returns while ensuring that the investment projects are not affected [5][12] 5. Types of Cash Management Products - The cash management products will include high-security, liquid, and principal-protected investment products such as time deposits, structured deposits, and bank wealth management products [7][12] 6. Implementation Method - The chairman is authorized to make decisions regarding cash management within the approved limits, with the finance department responsible for implementation [8][12] 7. Disclosure of Information - The company will disclose the progress of cash management activities in accordance with relevant regulations [9][12] 8. Impact on the Company - The cash management of idle funds will not constitute a related party transaction and will not affect the normal implementation of investment projects, thereby benefiting the company and its shareholders [12][13] 9. Opinions from the Board and Supervisory Committee - Both the board and the supervisory committee have approved the cash management plan, confirming its compliance with relevant regulations and its benefits for fund efficiency [13][14][22]

Group 1 - Ningbo Fangzheng's stock price increased by 6.48% on November 14, with a trading volume of 117 million yuan [1] - The financing buy-in amount for Ningbo Fangzheng on the same day was 17.49 million yuan, while the financing repayment was 10.92 million yuan, resulting in a net financing buy-in of 6.58 million yuan [1] - As of November 14, the total financing and securities lending balance for Ningbo Fangzheng was 122 million yuan, which accounts for 3.78% of its market capitalization [1] Group 2 - As of September 30, the number of shareholders for Ningbo Fangzheng was 6,979, a decrease of 3.79% from the previous period [2] - For the period from January to September 2025, Ningbo Fangzheng reported a revenue of 904 million yuan, representing a year-on-year growth of 42.77%, while the net profit attributable to the parent company was -22.08 million yuan, a decrease of 32.31% year-on-year [2] Group 3 - Since its A-share listing, Ningbo Fangzheng has distributed a total of 48.63 million yuan in dividends, with 27.35 million yuan distributed over the past three years [3] - As of September 30, 2025, the top ten circulating shareholders of Ningbo Fangzheng saw the exit of Huaxia Industry Prosperity Mixed A (003567) from the list [3]