12月31日，金帝股份涨1.65%，截至发稿，报27.11元/股，成交2.88亿元，换手率15.37%，总市值59.40 亿元。金帝股份股价已经连续5天上涨，区间累计涨幅11.87%。 资料显示，山东金帝精密机械科技股份有限公司位于山东省聊城市东昌府区郑家镇工业区66号，成立日 期2016年10月9日，上市日期2023年9月1日，公司主营业务涉及精密机械零部件的研发、生产和销售。 主营业务收入构成为：轴承保持架及配件51.18%，精密零部件40.68%，其他(补充)8.14%。 从金帝股份十大流通股东角度 数据显示，广发基金旗下1只基金位居金帝股份十大流通股东。广发量化多因子混合A（005225）三季 度新进十大流通股东，持有股数82.72万股，占流通股的比例为1.17%。根据测算，今日浮盈赚取约36.4 万元。连续5天上涨期间浮盈赚取234.1万元。 广发量化多因子混合A（005225）成立日期2018年3月21日，最新规模36.18亿。今年以来收益52.44%， 同类排名1100/8085；近一年收益48.91%，同类排名1112/8085；成立以来收益133.97%。 广发量化多因子混合A（005225 ...

Core Viewpoint - The strategic cooperation agreement between Jindi Co., Ltd. and Dongpei Industrial Co., Ltd. aims to enhance collaboration in the field of humanoid robot harmonic reducer assemblies and key components, leveraging both companies' strengths in manufacturing, research, and technology [1][2]. Group 1: Strategic Cooperation - Jindi Co., Ltd. and Dongpei Industrial Co., Ltd. signed a strategic cooperation letter of intent to explore the feasibility of establishing a joint venture or other collaborative structures [1]. - The cooperation will focus on integrating technology, manufacturing, and market resources to improve product competitiveness and market penetration [1][2]. - Both companies will share market information and potential customer lists voluntarily, and explore future collaboration in market promotion, brand cooperation, and supply chain synergy [1]. Group 2: Product Development and Market Position - Jindi Co., Ltd. aims to combine its manufacturing and research advantages with Dongpei's technical and product application experience to transform R&D strengths into competitive end products [2]. - The company’s main products include bearing retainers and precision components, with applications in automotive power systems and emerging industries such as electric vertical take-off and landing aircraft [2]. - The company has innovatively adopted precision stamping to replace forging in the development of harmonic reducer flexible wheel initial blanks, achieving import substitution and meeting high fatigue strength requirements [3]. Group 3: Future Prospects - Jindi Co., Ltd. is committed to continuous product model development and testing, while actively expanding its customer base along the industrial chain to lay the foundation for future mass production and market expansion [3]. - Currently, the flexible wheel initial blank products have not generated significant revenue, thus not impacting the company's overall performance [3].

Core Viewpoint - The strategic cooperation agreement between Jindi Co., Ltd. and Dongpei Industrial Co., Ltd. aims to enhance collaboration in the field of humanoid robot harmonic reducer assemblies and key components, leveraging both companies' strengths in manufacturing, research, and technology [1][2]. Group 1: Strategic Cooperation - Jindi Co., Ltd. and Dongpei Industrial Co., Ltd. signed a strategic cooperation letter of intent to explore the feasibility of establishing a joint venture or other collaborative structures [1]. - The cooperation will focus on integrating technology, manufacturing, and market resources to improve product competitiveness and market penetration [1][2]. - Both companies will share market information and potential customer lists voluntarily, and explore future collaboration in market promotion, brand cooperation, and supply chain synergy [1]. Group 2: Product Development and Market Position - Jindi Co., Ltd. aims to combine its manufacturing and research advantages with Dongpei's technical and product application experience to transform R&D strengths into competitive end products [2]. - The company's main products include bearing retainers and precision components, with applications in automotive power systems and emerging industries such as electric vertical takeoff and landing aircraft motors and humanoid robot motors [2]. - The company has innovatively adopted precision stamping to replace forging in the development of harmonic reducer flexible wheel preforms, achieving import substitution and meeting high fatigue strength requirements [3]. Group 3: Production and Cost Efficiency - Jindi Co., Ltd. is working on seamless integration of pre-forming and precision processing stages to reduce costs and improve efficiency in the supply chain [3]. - The company is actively expanding its product model development and testing while seeking to broaden its customer base in the industry chain [3]. - Currently, the flexible wheel preform products have not generated significant revenue, thus not impacting the company's overall performance [3].

Core Insights - On October 30, Jindi Co., Ltd. experienced a slight decline of 0.12% in stock price, with a trading volume of 70.08 million yuan [1] - The company reported a net financing outflow of 25.12 million yuan for the day, with total financing and securities lending balance reaching 127 million yuan [1] Financing Overview - On October 30, Jindi Co., Ltd. had a financing buy-in amount of 7.09 million yuan, while the current financing balance stands at 127 million yuan, accounting for 7.21% of the circulating market value [1] - The financing balance is above the 70th percentile level over the past year, indicating a relatively high position [1] Securities Lending Overview - On October 30, there were no shares repaid or sold in securities lending, resulting in a balance of 0 shares and 0 yuan in securities lending [1] - The securities lending balance is above the 80th percentile level over the past year, indicating a high position [1] Company Performance - As of September 30, Jindi Co., Ltd. had 21,000 shareholders, a decrease of 17.76% from the previous period, while the average circulating shares per person increased by 21.59% to 3,365 shares [2] - For the period from January to September 2025, the company achieved a revenue of 1.372 billion yuan, representing a year-on-year growth of 48.58%, and a net profit attributable to shareholders of 109 million yuan, up 30.06% year-on-year [2] Dividend Information - Since its A-share listing, Jindi Co., Ltd. has distributed a total of 98.598 million yuan in dividends [2] Shareholder Composition - As of September 30, 2025, Hong Kong Central Clearing Limited is the third-largest circulating shareholder with 1.4798 million shares, an increase of 990,500 shares from the previous period [2] - Guangfa Quantitative Multi-Factor Mixed A (005225) is the fourth-largest circulating shareholder, newly entering with 827,200 shares, while Haifutong Stock Mixed (519005) has exited the top ten circulating shareholders [2]

Core Insights - Jin Di Co., Ltd. has shown a positive performance in stock trading, with a 0.87% increase on September 23, 2023, and a trading volume of 152 million yuan [1] - The company reported a significant year-on-year revenue growth of 40.57% for the first half of 2025, reaching 835 million yuan, along with a net profit increase of 32.86% to 75.93 million yuan [2] Financing and Trading Activity - On September 23, 2023, Jin Di Co., Ltd. had a net financing purchase of 3.04 million yuan, with a total financing balance of 116 million yuan, representing 6.15% of its market capitalization [1] - The company's financing balance is above the 60th percentile of the past year, indicating a relatively high level of financing activity [1] - There were no short selling activities reported on the same day, with a short selling balance of 0, which is above the 70th percentile of the past year [1] Shareholder and Institutional Holdings - As of June 30, 2025, the number of shareholders decreased by 3.61% to 25,600, while the average number of circulating shares per shareholder increased by 3.75% to 2,767 shares [2] - The company has distributed a total of 87.64 million yuan in dividends since its A-share listing [3] - Among the top ten circulating shareholders, Hai Fu Tong Stock Mixed Fund reduced its holdings by 2.5685 million shares, while Hong Kong Central Clearing Limited entered as a new shareholder with 489,300 shares [3]

Core Viewpoint - JinDi Co., Ltd. is actively expanding its core business by planning to acquire a controlling stake in Guangzhou Uni Precision Co., Ltd., which will enhance its market share and customer base in the precision stamping business [1][2][3]. Group 1: Acquisition Details - The acquisition agreement was signed on September 19, and if completed, Uni Precision will become a subsidiary of JinDi [3]. - Uni Precision, established in November 2009 with a registered capital of 35 million USD, specializes in manufacturing gears, gearboxes, and automotive parts [3]. - The acquisition price will be determined based on an audit and evaluation by a third-party agency, and it does not constitute a related party transaction or a major asset restructuring [3]. Group 2: Business Performance - In the first half of 2025, JinDi reported a net profit attributable to shareholders of 75.93 million CNY, a year-on-year increase of 32.86% [2][7]. - The company achieved a revenue of 835 million CNY, reflecting a 40.57% growth compared to the previous year, driven by increased production of precision components and bearing retainers [7]. - The revenue from bearing retainers reached 427 million CNY, up 43.86%, with wind power-related products seeing a significant increase of 118.65% [7]. Group 3: Strategic Initiatives - JinDi has been actively investing in its core business, including a 150 million CNY investment in Serbia for a production base expected to start in Q1 2026 [5]. - The company plans to invest at least 1.5 billion CNY in Chongqing for a smart manufacturing project focused on high-end equipment components [5]. - JinDi's subsidiaries are also investing in precision manufacturing projects for new energy equipment, with planned investments of 530 million CNY and 300 million CNY [5]. Group 4: Research and Development - JinDi's R&D expenses for the first half of 2025 reached 65.81 million CNY, accounting for 7.88% of its revenue, with a year-on-year increase of 29.64% [7][8]. - The company holds 903 domestic patents, including 163 invention patents, and has added 124 new patents in the first half of 2025 [8]. - JinDi has established strong partnerships with major global bearing manufacturers and top automotive parts suppliers, enhancing its competitive edge [8].