登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603529 证券简称：爱玛科技 公告编号：2025-088 转债代码：113666 转债简称：爱玛转债 爱玛科技集团股份有限公司 关于2025年第三季度业绩说明会召开情况的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 爱玛科技集团股份有限公司（以下简称"公司"或"爱玛科技"）于2025年11月24日(星期一)上午10:00- 11:00通过上海证券交易所上证路演中心（网址：https://roadshow.sseinfo.com/）召开了公司2025年第三 季度业绩说明会，现将有关事项公告如下： 一、业绩说明会召开情况 2025年11月15日，公司在上海证券交易所网站（www.sse.com.cn）及指定信息披露媒体披露了《爱玛科 技关于召开2025年第三季度业绩说明会的公告》。 2025年11月24日，公司董事长、总经理张剑先生，副总经理、财务总监郑慧女士，副总经理、董事会秘 书李新先生，独立董事马军生先生出席了本次说明会。参会人员就公司经营成果及财务状况 ...

关于割草机器人在北美的布局，公司表示，渠道拓展方面，北美线上已覆盖亚马逊、沃尔玛、Lowe's、 Home Depot，明年将会进驻连锁零售渠道线下门店。产品准备方面，公司明年进一步丰富割草机器人 的SKU，发布多款产品，新品预计会在2026年1月的CES展会亮相。 宇瞳光学、容百科技、蓝思科技等个股也均获得逾百家机构调研。 容百科技(688005)近期发布重大利好公告，公司与宁德时代签署《合作协议》，成为其钠电正极粉料的 第一供应商。根据本协议约定，在公司钠电正极材料的技术、质量、成本、交付及服务等方面满足客户 要求的前提下，宁德时代承诺向公司每年采购不低于其总采购量的60%，当年采购量达到50万吨及以 上，公司将通过降本给予对方更优惠的价格。 公司在调研中表示，已构建独特的钠电商业画布，钠电产品全面布局，技术储备充分领先;自主设计适 配钠电的专用产线，通过新工艺新设备的应用，降低加工成本;钠电材料再生窗口宽、无贵金属，再生 循环解决方案具备显著经济与环境效益;公司在钠电拥有领先且完善的核心知识产权布局。 近一周获得调研的个股有520多只，九号公司-WD调研机构数最多。 九号公司-WD有179家机构调研，其 ...

Core Viewpoint - The company TaoTao Automotive is seeking to list on the Hong Kong Stock Exchange to establish an "A+H" dual capital platform, aiming to leverage Hong Kong's financial advantages to attract international investors and optimize its capital structure for future growth and technological advancements [1] Business Overview - TaoTao Automotive holds the second position in the global low-speed electric vehicle market, capturing approximately 8.4% of the market share as of 2024 [2] - The company focuses on high-value overseas markets, with over 99% of its revenue generated from international sales, particularly in North America [1][2] - The business is centered around two key segments: electric mobility products and outdoor specialty vehicles, avoiding intense domestic competition [1] Financial Performance - The company has demonstrated robust revenue growth, with projected revenues of approximately RMB 17.66 billion, RMB 21.44 billion, and RMB 29.77 billion for 2022, 2023, and 2024 respectively, marking a year-on-year increase of 38.82% in 2024 [2] - For the first seven months of 2025, revenue reached approximately RMB 20.68 billion, continuing the strong growth trend [3] - The net profit for 2024 is estimated at around RMB 4.31 billion, reflecting a year-on-year growth of over 50% [2] Competitive Advantages - The company has established a multi-layered sales network and diversified distribution strategies, partnering with major retailers like Walmart and Amazon to enhance market penetration [2] - TaoTao Automotive's competitive edge lies in its flexible supply chain and rapid product iteration capabilities, allowing it to meet changing consumer demands effectively [2] - The company has a strong gross margin, which improved from 35.2% in 2022 to 40.2% in the first seven months of 2025, attributed to its integrated supply, production, and sales system [3] Strategic Initiatives - The upcoming H-share issuance is aimed at enhancing production capacity and R&D, with a significant portion of the funds allocated to upgrading existing facilities and establishing new ones overseas [6] - The company plans to expand its product offerings in the electric low-speed vehicle sector and explore advanced technologies, including artificial intelligence and automation [6][7] - Strategic partnerships have been formed to enter the humanoid robotics sector, indicating a commitment to innovation and long-term growth [7] Governance and Compliance - The dual listing structure will require the company to adhere to stricter regulatory standards in both markets, enhancing corporate governance and compliance [7] - The company has maintained a consistent cash dividend policy, distributing approximately RMB 3.82 billion in dividends from 2022 to 2024, which represents about 41.6% of its net profit during that period [7]

Core Viewpoint - The company TaoTao Automotive is seeking to list on the Hong Kong Stock Exchange to establish an "A+H" dual capital platform, aiming to leverage Hong Kong's financial advantages to attract international investors and optimize its capital structure for growth and technological advancement [1][6]. Group 1: Business Strategy and Market Position - TaoTao Automotive holds the second position in the global low-speed electric vehicle market, capturing approximately 8.4% of the market share as of 2024 [2]. - The company focuses on high-value overseas markets, with over 99% of its revenue generated from international sales, particularly in North America, avoiding intense domestic competition [1][2]. - The business model includes a diversified distribution strategy, partnering with major retailers like Walmart and Amazon, and utilizing a multi-layered sales network to penetrate niche markets [2]. Group 2: Financial Performance - The company has shown robust revenue growth, with projected revenues of approximately RMB 17.66 billion, RMB 21.44 billion, and RMB 29.77 billion for 2022, 2023, and 2024 respectively, marking a year-on-year increase of 38.82% in 2024 [2]. - For the first seven months of 2025, revenue reached approximately RMB 20.68 billion, continuing the strong growth trend [3]. - The gross profit margin improved from 35.2% in 2022 to 40.2% in the first seven months of 2025, attributed to a comprehensive supply chain and high self-manufacturing rates [3]. Group 3: Challenges and Risks - The company faces structural challenges due to its heavy reliance on foreign markets, with over 90% of revenue coming from abroad, and 70% from the U.S. market [4]. - Trade tensions between the U.S. and China pose risks, including potential tariffs that could impact profitability [5]. Group 4: Future Growth and Investment - The funds raised from the Hong Kong listing will be directed towards expanding production capacity, enhancing smart manufacturing infrastructure, and developing new products [6]. - The company plans to introduce innovative electric vehicles and explore advanced technologies, including artificial intelligence and automation [6][7]. - A commitment to shareholder returns is evident, with cash dividends totaling approximately RMB 3.82 billion from 2022 to 2024, representing about 41.6% of net profits during that period [7].

11月20日，九号公司盘中下跌2.01%，截至10:37，报54.70元/股，成交1.42亿元，换手率0.46%，总市值 392.53亿元。 截至11月10日，九号公司股东户数3.55万，较上期减少0.32%；人均流通股1557股，较上期增加0.32%。 2025年1月-9月，九号公司实现营业收入183.90亿元，同比增长68.63%；归母净利润17.87亿元，同比增 长84.31%。 分红方面，九号公司A股上市后累计派现13.01亿元。 机构持仓方面，截止2025年9月30日，九号公司十大流通股东中，易方达上证科创板50ETF（588080） 位居第二大流通股东，持股2074.38万股，相比上期增加1834.69万股。华夏上证科创板50成份ETF （588000）位居第三大流通股东，持股2027.85万股，相比上期增加1718.93万股。景顺长城品质长青混 合A（010350）位居第四大流通股东，持股1321.64万股，为新进股东。南方中证500ETF（510500）位 居第七大流通股东，持股835.48万股，相比上期增加750.16万股。景顺长城新能源产业股票A类 （011328）位居第十大流通股东，持股 ...

2025年，绿源集团控股全新发布"全场景轻出行"战略，构建三大业务增长曲线。生态业务作为第三发展 曲线，立足现有研发、制造、市场等核心优势，展开基于互联网、智能化、AI及新质生产力相关领域 的合作，进行融合式创新，打造增长新动能。具身机器人领域是公司生态业务发展的重要布局之一。 有鹿机器人由阿里巴巴达摩院相关团队创立，在"大模型+具身智能"方向具备顶尖实力，依托其自研具 身智能通用大脑，在具身机器人整机设计、人工智能算法与场景化应用落地等领域具备突出优势。绿源 集团控股作为深耕电驱动系统近三十年的行业巨头，在电机自主研发、高精密、规模化制造及供应链管 理上拥有深厚积累和优势。双方携手，有望打通具身机器人从"算法与控制"到"核心部件"再到"规模化 制造"、"市场化推广"的全链条，形成高效产业协同。 本报讯(记者桂小笋)11月18日，绿源集团控股(开曼)有限公司(以下简称"绿源集团控股")与有鹿机器人在 杭州签署战略合作协议。绿源集团控股将成为有鹿机器人在"高精度行星减速关节模组"领域的战略供应 商，并计划于2026年向有鹿机器人高质量交付超过十万量级的核心关节部件。未来双方还将围绕具身机 器人核心零部件、整机制 ...

Core Insights - The company has over 9,700 electric two-wheeler specialty stores in China as of October 31, 2025 [2] - The company plans to optimize its store network to reach approximately 13,000 stores nationwide, aiming for a 20% market share [2] - The strategy includes precise site selection and rational density enhancement to strengthen market coverage efficiency [2]

每经AI快讯，有投资者在投资者互动平台提问：海南基地什么时候开始量产？ （记者 王晓波） 九号公司（689009.SH）11月18日在投资者互动平台表示，目前公司在海南无在建工厂。公司常州工厂 的产能扩产顺利，能满足业绩旺季的需求，珠海作为第二生产基地建成后，公司电动两轮车产能可达 700万台/年。 ...

Market Overview - On November 17, the Shanghai Composite Index fell by 0.46%, the CSI 300 decreased by 0.65%, the STAR 50 dropped by 0.53%, while the CSI 1000 rose by 0.27%, and the ChiNext Index declined by 0.2%. The Hang Seng Index also decreased by 0.71% [4][5]. - The best-performing sectors on November 17 included Computer (+1.67%), Defense and Military Industry (+1.59%), Coal (+1.32%), Communication (+1.1%), and Real Estate (+1%). The worst-performing sectors were Pharmaceutical and Biological (-1.73%), Banking (-1.31%), Non-Bank Financials (-1.11%), Building Materials (-0.93%), and Home Appliances (-0.84%) [4][5]. Key Recommendations - The report recommends Yanzhou Coal Mining Company (600188) with a focus on its capacity expansion towards 300 million tons, indicating a potential turnaround in the industry cycle. The company is expected to benefit from both internal expansion and external acquisitions, with coal prices anticipated to rebound [6]. - The target price for Yanzhou Coal is set at 18.9 CNY, representing a 29% upside from the current price [6]. - Revenue projections for Yanzhou Coal from 2025 to 2027 are estimated at 130,266.60 million CNY, 170,012.53 million CNY, and 186,826.14 million CNY, with growth rates of -6.37%, 30.51%, and 9.89% respectively. Net profit is forecasted at 10,017.42 million CNY, 15,232.49 million CNY, and 18,048.79 million CNY, with growth rates of -30.56%, 52.06%, and 18.49% respectively [6]. Industry Insights - The report highlights that the TMT (Technology, Media, and Telecommunications) sector and the pharmaceutical industry have significantly contributed to the profitability of the STAR Market, with overall earnings improving compared to the mid-year reports [8]. - The rapid development of the AI industry, particularly in the upstream computing power segment, is driving growth in the technology sector, with notable increases in net profit for companies in computing, communication, and electronics [8][9]. - Approximately 80% of industries reported positive capacity expansion rates in the third quarter of 2025, indicating a favorable supply-demand outlook [9].

九号公司所属申万行业为：汽车-摩托车及其他-其他运输设备。所属概念板块包括：融资融券、机器人 概念、小米概念、智能交通、破净股等。 11月17日，九号公司盘中下跌2.00%，截至09:48，报58.71元/股，成交8317.94万元，换手率0.25%，总 市值421.30亿元。 资金流向方面，主力资金净流出1548.95万元，特大单买入0.00元，占比0.00%，卖出1476.66万元，占比 17.75%；大单买入2006.03万元，占比24.12%，卖出2078.33万元，占比24.99%。 九号公司今年以来股价涨27.73%，近5个交易日涨0.53%，近20日跌7.68%，近60日跌3.34%。 资料显示，九号有限公司位于北京市海淀区西小口路66号中关村东升科技园A4号楼，成立日期2014年 12月10日，上市日期2020年10月29日，公司主营业务涉及各类智能短程移动设备的设计、研发、生产、 销售及服务。主营业务收入构成为：电动两轮车58.10%，电动平衡车&电动滑板车18.57%，其他产品 12.17%，配件收入6.57%，全地形车4.58%。 责任编辑：小浪快报 截至10月31日，九号公司股东户数3 ...