【浙江仙通拟4000万元增资浩海星空，布局机器人业务】9月23日，浙江仙通(603239.SH)发布股票交易 异常波动公告，透露与上海浩海星空机器人有限公司签《投资合作框架协议》。公司拟4000万元增资浩 海星空，投资后持股10%。增资完成，双方拟设合资公司，由浙江仙通控股，注册在浙江台州仙居县， 将建机器人整机生产基地。不过，合作尚需签正式协议、经审议，且属新业务，存不确定性风险。 扫码查看原文 和讯猎报 09.23 21:51:15 周= 浙江仙通:拟4000万增资浩海星空, 涉足机器人业务 【浙江仙通拟4000万元增资浩海星空,布局机器人 业务】9月23日,浙江仙通(603239.SH)发布股票交 易异常波动公告,透露与上海浩海星空机器人有限 公司签《投资合作框架协议》。公司拟4000万元增 资浩海星空,投资后持股10%。增资完成,双方拟 设合资公司,由浙江仙通控股,注册在浙江台州仙 居县,将建机器人整机生产基地。不过,合作尚需 签正式协议、经审议,目属新业务,存不确定性风 险。 本文由 Al 算法生成,仅作参考,不涉投资建议,使用风险自担 和讯财经 和而不同 迅达天下 本文由 AI算法生成，仅作参考， ...

Group 1 - The core point of the article is that Zhejiang Xiantong (603239.SH) has signed an investment cooperation framework agreement with Shanghai Haohai Xingkong Robot Co., Ltd. to invest in the robotics sector [1] - The company plans to invest 40 million yuan in Haohai Xingkong, acquiring a 10% stake post-investment [1] - A joint venture will be established, with Zhejiang Xiantong holding the controlling interest, to build a robot manufacturing base in Taizhou, Zhejiang Province [1] Group 2 - This collaboration is related to the robotics business, which is not currently part of the company's main operations, indicating a venture into a new business area [1] - The investment and subsequent operations carry uncertainty risks for the company's future business performance [1]

Group 1 - The core point of the article is that Zhejiang Xiantong (603239.SH) has signed an investment cooperation framework agreement with Shanghai Haohai Xingkong Robot Co., Ltd. on September 23, 2025 [1] - Zhejiang Xiantong plans to invest 40 million yuan in Haohai Xingkong, acquiring a 10% stake in the company after the investment [1] - Following the investment, both companies intend to establish a joint venture, which will be controlled by Zhejiang Xiantong and registered in Xianju County, Taizhou City, Zhejiang Province, focusing on building a robot complete machine production base [1] Group 2 - This cooperation is related to the robotics business, which is not currently aligned with the company's main operations, indicating that it is a new business venture for the company [1] - The new business venture carries uncertainty risks for the company's future operations [1]

转自：智通财经 【两连板浙江仙通（维权）：拟4000万元增资浩海星空布局机器人新业务 合作尚存不确定性】智通财 经9月23日电，浙江仙通(603239.SH)股票交易异常波动公告，公司与上海浩海星空机器人有限公司签订 《投资合作框架协议》，公司拟以4000万元对浩海星空进行增资，投资完成后持有浩海星空10%的股 份。增资完成后，公司与浩海星空拟出资设立合资公司，合资公司由公司控股，注册在浙江省台州市仙 居县，组织形式为有限责任公司，双方通过成立合资公司，建设机器人整机生产基地。本次合作尚需签 订正式协议，并需经董事会审议通过，存在不确定性风险；本次合作事项为机器人业务相关，跟目前公 司的主营业务无关，属于公司尚未开展的新业务，对公司后续经营存在不确定性风险。 ...

智通财经APP讯，浙江仙通(603239.SH)发布公告，公司与上海浩海星空机器人有限公司(简称"浩海星 空")于2025年9月23日签署了投资合作框架协议。公司与浩海星空拟进行投资合作，公司拟以4000万元 对浩海星空进行增资，投资完成后持有浩海星空10%的股份;增资完成后，公司与浩海星空拟出资设立 合资公司，合资公司由浙江仙通控股，注册在浙江省台州市仙居县，组织形式为有限责任公司，双方通 过成立合资公司，建设机器人整机生产基地。 ...

Core Viewpoint - Zhejiang Xiantong (603239.SH) has signed an investment cooperation framework agreement with Shanghai Haohai Xingkong Robot Co., Ltd. to establish a joint venture for robot manufacturing [1] Investment Details - The company plans to invest 40 million yuan in Haohai Xingkong, acquiring a 10% stake post-investment [1] - A joint venture will be established, with Zhejiang Xiantong holding the controlling interest, registered in Xianju County, Taizhou, Zhejiang Province [1] Strategic Objectives - The collaboration aims to build a complete robot production base through the establishment of the joint venture [1]

Core Viewpoint - The company reported a strong performance in H1 2025, with revenue and net profit growth driven by advancements in mobile camera technology and strategic positioning in emerging markets [1][2][3] Group 1: Financial Performance - In H1 2025, the company achieved revenue of 19.652 billion yuan, representing a year-over-year increase of 3.56% [1] - The net profit for the same period was 1.646 billion yuan, showing a significant year-over-year growth of 52.56% [1] - The gross margin was reported at 19.8%, up by 2.6 percentage points year-over-year, while the net profit margin reached 8.8%, an increase of 1.9 percentage points year-over-year [1] Group 2: Mobile and Automotive Lens Market - The company maintained its position as the global leader in mobile camera products, benefiting from the high-endization of smartphone cameras and its advanced technology [1] - In the automotive sector, the company also held the top market share for vehicle-mounted lenses, with successful development of a new de-fogging technology [2] - The company is expanding its product matrix in the automotive module sector through strategic partnerships with major players in the smart driving platform market [2] Group 3: Emerging Markets and Innovations - The rapid growth of the AI/AR glasses market presents significant opportunities for the company's XR-related products, maintaining its leading position in the smart glasses imaging module sector [2] - The demand for optical components and optoelectronic products in the IoT market is increasing, with the company expanding its business in handheld photography devices and robotics [3] - The company is well-positioned to benefit from the ongoing optical innovation cycle, with projected revenues of 43.724 billion yuan, 48.699 billion yuan, and 53.279 billion yuan for 2025-2027 [3]

Core Insights - The Shenzhen Robot Industry Linkage Conference showcased over 200 leading robot companies, attracting nearly 35,000 attendees and serving as a significant platform for product launches, technical exchanges, and industry collaboration [2][3][4]. Group 1: Event Overview - The event, held from April 26 for three days, was themed "Intelligent Future, Global Linkage" and was the largest robot industry exhibition in Shenzhen, highlighting the city's robust robot industry ecosystem [2][4]. - The conference featured 23 supply-demand matchmaking sessions across various sectors, including industrial production and commercial services, facilitating collaboration between enterprises and institutions [4][7]. Group 2: Participation and Engagement - Over 200 international buyers from countries such as Malaysia, Thailand, Germany, and Russia attended, leading to significant engagement and potential partnerships in the robot components and systems market [5][6]. - The event resulted in nearly 50 intention-based collaborations, with a total value exceeding 60 million yuan, promoting the application of robot products in real-world scenarios [7]. Group 3: Product Launches and Innovations - Several companies launched new products, including eBots, which introduced a flexible assembly robot for the 3C manufacturing sector, receiving considerable attention from industry professionals [8]. - The establishment of national standards for humanoid robots was a focal point, aiming to enhance collaboration and break down technical barriers within the industry [8][9]. Group 4: Industry Development and Ecosystem - Shenzhen is evolving into a key global hub for the robot industry, with a projected total output value of over 200 billion yuan for its robot industry cluster by 2024, supported by nearly 4,000 patent-holding companies [10]. - The "Robot Valley" in Shenzhen is gradually taking shape, with numerous leading companies and research institutions congregating to foster a comprehensive robot industry ecosystem [10][11].