据金帝股份2025年半年报，公司的主要产品包括轴承保持架及配件、精密零部件。其中，轴承保持架是 专门配套组装轴承的关键零部件，轴承配件是为满足具体工况条件与轴承搭配使用的零部件，精密零部 件则主要应用于汽车动力系统以及门锁、座椅安全等系统。公司定转子产品在汽车领域的成熟应用基础 上，逐步拓展至新兴行业领域，如低空飞行电动垂直起降飞行器电机、无人清扫车扫盘电机定转子产 品、人形机器人电机定子产品等。 金帝股份在11月14日召开的2025年第三季度业绩说明会上表示，公司在机器人谐波减速机柔轮初坯产品 研发方面，创新采用精密冲压替代锻造工艺，联合产业链上下游开发特种材料，成功实现进口替代，目 前该产品晶粒度等级测试指标在谐波柔轮的常用范围内，达到高疲劳强度要求。同时公司持续进行柔轮 初坯精加工工序的研发试制，打通公司柔轮初坯成型、精加工前序与客户精加工后序、珩磨内孔、滚齿 等工序无缝衔接，实现与客户的零距离协同，减少工装夹具等重复投入，降低整体产业链成本，实现成 本性能优势。 金帝股份（603270）11月21日晚公告，近日，公司与东培工业股份有限公司(以下简称"东培股份")签署 了《战略合作意向书》，确认双方有意 ...

根据合作意向书，双方就成立合资公司或其他合作架构进行探讨，以整合双方技术、制造与市场资源， 提升产品竞争力与市场渗透率。双方就人形机器人谐波减速器及相关零部件研发、设计、测试与制造流 程进行初步技术交流，并于可行性确认后，另行署签正式协议以明确知识产权、技术授权与成果归属事 宜。双方可于自愿基础上共享市场资讯与潜在客户名单，并探讨未来在市场推广、品牌合作或供应链协 同等方面可行性。双方依据市场与技术发展状况，逐步扩展合作领域，以建立具有长期策略意义的合作 关系。 由于各下游客户对不同的终端产品应用场景有不同的要求，其测试方式、测试条件、测试设备、标准要 求等可能会存在差异，单一客户的样品内部测试结果，并不能代表能满足下游其他客户的使用要求、测 试条件和标准。 金帝股份表示，本次签订的战略合作意向书有利于公司将自身在制造与研发领域的优势，与东培股份在 技术与产品应用方面的经验相结合，将公司研发优势转化为具有市场竞争力的终端产品，通过建立稳 定、高效的合作机制，提升公司在产品规划及整体运营上的效率。 公司将持续推进产品型号拓展研发测试，同时积极拓展产业链客户，为后续量产和市场拓展奠定了基 础，提升新质生产力。截至 ...

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].