12月17日，精测电子宣布，公司近日分别与 圣邦微电子（北京）股份有限公司、亚德诺投资有限 公司、合肥埃科光电科技股份有限公司、深圳市汇川技术股份有限公司以及SMC自动化有限公司 签署深度合作协议。 图片来源：精测电子 合肥埃科光电是高端工业成像核心部件制造商，主要产品包括工业相机及图像采集卡，是机器视 觉产业链上游的关键供应商。 汇川技术则是国内工业自动化控制与新能源装备领域企业，产品线覆盖伺服系统、PLC、工业机 器人及新能源电驱系统。 SMC自动化专注于气动元件研发与制造，其产品广泛服务于半导体、汽车及电子行业的自动化产 线。 此次合作主要聚焦于技术优势整合与产业资源共享。根据协议，各方将围绕电学、光学及机械自 动化等核心领域展开协作，合作范围覆盖从材料、器件、设备到行业解决方案的全产业链条。合 作旨在通过技术创新与产品迭代，优化系统性测试解决方案，以应对半导体、显示及新能源行业 对高质量检测技术的需求。 此次签约的五家合作伙伴均为各细分领域的头部企业，其技术背景涵盖了模拟芯片、工业成像、 自动化控制及气动元件等关键环节 。 其中， 圣邦微电子专注于高性能模拟及混合信号集成电路，为工业自动化、新能源及汽 ...

年内频遭股东抛售的怡合达（301029），出现在了创业板指数样本股的调出名单上。 | | 调入名单 | | 调出名单 | | --- | --- | --- | --- | | 证券代码 | 证券简称 | 证券代码 | 证券简称 | | 300100 | 双林股份 | 300070 | 碧水源 | | 300255 | 常山药业 | 300212 | 易华录 | | 300432 | 富临精工 | 300390 | 天华新能 | | 300548 | 长芯博创 | 300595 | 欧普康视 | | 300718 | 长盛轴承 | 300761 | 立华股份 | | 300972 | 万辰集团 | 300776 | 帝尔激光 | | 301200 | 大族数控 | 301029 | 怡合达 | | 301611 | 珂玛科技 | 301267 | や厦服科 | 日前，深圳证券交易所及深圳证券信息有限公司发布公告，根据指数编制规则，将对深证成指、创业板指、深证100、创业板50等深市指数实施样本定期 调整。本次调整将于12月15日正式实施。 公开资料显示，东莞怡合达自动化股份有限公司于2021年7月23日上市， ...

Core Viewpoint - The company, Yihua (301029.SZ), operates as a one-stop procurement platform for non-standard automation equipment components, serving various industries including 3C, lithium battery, automotive, photovoltaic, industrial robotics, and semiconductors [1] Group 1: Company Overview - Yihua provides a range of products including linear motion parts, transmission components, pneumatic elements, aluminum profiles and accessories, industrial frame structure parts, machined parts, small mechanical parts, and electronic and electrical components [1] - The company primarily serves manufacturers of automation equipment [1] Group 2: Industry Focus - As of the first three quarters of 2025, sales in the lithium battery sector accounted for approximately 22% of the company's total sales [1] - Key product categories supplied to the lithium battery industry include aluminum profiles and accessories, linear motion parts, and machined components [1]

Core Viewpoint - The company, Yihua Da (301029.SZ), operates as a one-stop procurement platform for non-standard automation equipment components, serving various industries including 3C, lithium battery, automotive, photovoltaic, industrial robotics, and semiconductors [1] Company Overview - The company provides a wide range of products including linear motion parts, transmission components, pneumatic elements, aluminum profiles and accessories, industrial frame structure parts, machined parts, small mechanical parts, and electronic and electrical components [1] - The primary clientele consists of automation equipment manufacturers [1] Product Application - The company supplies some components to humanoid robot manufacturers, although this segment represents a relatively low proportion of its overall business, mainly involving linear motion parts and small mechanical components [1] Confidentiality Commitment - Due to confidentiality requirements, the company is obligated to maintain secrecy regarding all partners and related information, which limits the disclosure of specific details [1]

Core Viewpoint - The company, Yihua Da (301029.SZ), operates as a one-stop procurement platform for non-standard automation equipment components, serving various industries including 3C, lithium battery, automotive, photovoltaic, industrial robotics, and semiconductors [1] Company Overview - The company provides a wide range of products including linear motion parts, transmission components, pneumatic elements, aluminum profiles and accessories, industrial frame structure parts, machined parts, small mechanical parts, and electronic and electrical components [1] - The primary clientele consists of manufacturers of automation equipment [1] Product Application - The company supplies some components to humanoid robot manufacturers, although this segment represents a relatively low proportion of its overall business, mainly involving linear motion parts and small mechanical components [1] Confidentiality Commitment - Due to confidentiality requirements, the company is obligated to maintain secrecy regarding all partners and related information, which limits the disclosure of specific details [1]

Core Viewpoint - The company, Yihua Da (301029.SZ), operates as a one-stop procurement platform for non-standard automation equipment components, serving various industries including 3C, lithium batteries, automotive, photovoltaic, industrial robotics, and semiconductors [1] Group 1: Company Overview - The company provides a wide range of products including linear motion parts, transmission components, pneumatic elements, aluminum profiles and accessories, industrial frame structure parts, machined parts, small mechanical parts, and electronic and electrical products [1] - The primary clientele consists of manufacturers of automation equipment, indicating a focus on the automation sector [1] Group 2: Market Application - The products are mainly utilized in customized equipment and production lines, which makes it challenging for the company to penetrate end-user scenarios such as solid-state battery equipment [1] - The company also supplies products related to PCB testing probes, highlighting its involvement in the electronics testing segment [1]

Core Insights - The "Su Super" league is enhancing connections between cities in Jiangsu, expanding its influence internationally and creating opportunities for economic and social development [1] Group 1: Investment Opportunities - The "Su Super" league has attracted foreign enterprises to Jiangsu, with over 100 executives from multinational companies attending a match in Yancheng to discuss investment and development [2] - Yancheng's collaboration with multinational companies has diversified, expanding from South Korea to include firms from Europe, America, Southeast Asia, and Japan [2] - The city of Changzhou has hosted multiple events for foreign enterprises, fostering emotional and cultural connections among expatriates and local businesses [3][4] Group 2: Economic Impact - The "Su Super" league has stimulated local consumption, with significant increases in visitor numbers and sales during match weekends, indicating a boost in the local economy [9][10] - In Yancheng, key monitored businesses reported a 20.1% increase in sales and a 22.1% rise in foot traffic during the league matches [10] - Changzhou's foreign investment quality is improving, with actual foreign capital usage reaching $739 million in the first half of the year, a year-on-year increase of 8.3% [7] Group 3: Cross-Border Collaboration - The league has facilitated cross-border cooperation, with companies like SMC and Medtronic establishing collaborative agreements following interactions during matches [6][7] - The presence of foreign representatives from regions like North Brabant in the Netherlands has led to discussions on agricultural and renewable energy collaborations with Yancheng [8] - The "Su Super" league is seen as a platform for enhancing international cooperation, with plans for future events targeting global CEOs to further drive investment [11]

Group 1: Investor Relations Management - The company responded to 201 investor inquiries through the "Interactive Easy" platform in 2024 and received over 4,000 investors in 517 batches, indicating strong investor interest [2] - A detailed management system for investor relations has been established, including a tiered reception mechanism and various forms of engagement to meet different investor needs [2] - The company holds three performance briefings annually and regularly convenes shareholder meetings to ensure participation from all shareholders, including minority shareholders [2] Group 2: Product Development and Market Position - In 2024, the company developed a prototype for high-performance joint components for humanoid robots and completed the design of planetary roller screw prototypes [2] - The company holds a market share of 28.3% for servo systems and 18.6% for low-voltage frequency converters, ranking first in China [6] - The company is expanding its product offerings to include sensors, pneumatic components, and energy storage, aiming for an integrated automation solution [4] Group 3: Industry Opportunities and Challenges - Orders exceeding 500 million yuan are present in over ten industries, including mobile phones, machine tools, and textiles, with significant growth potential in automotive equipment and pharmaceuticals [5] - The national equipment renewal plan is driving demand in high-pollution and high-energy-consuming industries, particularly benefiting state-owned enterprises [8] - The company is preparing for the shift from centralized to distributed energy storage, focusing on both domestic and overseas markets [9] Group 4: International Expansion and Digital Transformation - The company aims to increase its international presence through a "Local for Local" strategy, addressing the challenges of entering established overseas markets [11] - Digital transformation is ongoing, with a focus on integrating digital and automation technologies, although specific quantitative data is still being developed [13] - The company is actively pursuing mergers and acquisitions in automation, precision machinery, and industrial software to enhance its international strategy [12] Group 5: Human Resources and Supply Chain Management - The company has a robust talent acquisition strategy, sourcing 70% of engineers from top Chinese universities [18] - The supply chain is resilient to geopolitical events, with established mechanisms to mitigate potential impacts [19]

Core Viewpoint - The company is focusing on expanding its market share while enhancing product quality and developing new materials to meet diverse customer needs in the sealing component industry [1][3]. Group 1: Business Strategy - The company plans to improve its material system and product development capabilities while pursuing acquisitions of high-quality enterprises in the material technology sector [1]. - The company aims to enhance product quality and optimize existing materials to cater to personalized demands across various fields [1]. Group 2: Financial Performance - In 2024, the company's net increase in cash and cash equivalents was -92,718,573.88 yuan, a decrease of 277.00% year-on-year, primarily due to a significant asset restructuring [2]. - The company anticipates potential fluctuations in performance due to macroeconomic conditions and industry cycles, while emphasizing the importance of material research and product quality [3]. Group 3: Market Position and Competition - The company is positioned relatively well in the domestic market, with major competitors including international firms like NOK, Parker Hannifin, and Trelleborg [4]. - The company has achieved domestic substitution for some products in specific applications, such as excavators and oil and gas extraction equipment [5]. Group 4: International Expansion - The company is actively expanding its overseas business through collaborations with international clients and direct supply to foreign customers, primarily in the oil and gas and construction machinery sectors [5]. - The impact of global trade tariff disputes on the company's product sales is limited due to the small proportion of international business [5]. Group 5: Research and Development - The company is exploring the feasibility of entering the humanoid robot market and has plans for potential collaborations in developing low-friction, long-life sealing components [6]. - Currently, the company's products do not yet serve the humanoid robot sector, but there is recognition of the market potential [6].