卧龙电气驱动集团股份有限公司(简称：卧龙电驱（600580）(600580.SH))于2025年8月13日所递交的港股招股书满6个月，于2026年2月13日失效，递表时中 金公司（601995）、华泰国际、广发证券(香港)为联席保荐人。 招股书显示，卧龙电驱是一家全球领先的电驱动系统解决方案提供商，公司专注于电驱动系统产品及解决方案的研发、生产、销售和服务。根据弗若斯特沙 利文的资料，按2024年收入计，卧龙电驱(i)在全球防爆电驱动系统解决方案市场排名第一，市场份额约为4.5%;(ii)在全球工业电驱动系统解决方案市场排名 第四，市场份额约为2.8%;及(iii)在全球暖通电驱动系统解决方案市场排名第五，市场份额约为2.0%。 | | 13/08/2025 整體協調人公告 - 委任 歴 | | --- | --- | | 13/08/2025 | 臥龍電氣驅動集團股份有限公司 13/08/2025 申請版本（第一次呈交） 全文檔案 [四]多檔案 > | ...

Group 1 - The core viewpoint of the news is that Wolong Electric Drive Group Co., Ltd. has submitted its Hong Kong IPO application, which will expire six months after submission [1] - The company is a global leader in electric drive system solutions, focusing on the research, production, sales, and service of electric drive system products [2] - According to Frost & Sullivan, based on 2024 revenue, Wolong Electric Drive ranks first in the global explosion-proof electric drive system solutions market with a market share of approximately 4.5% [2] - In the global industrial electric drive system solutions market, the company ranks fourth with a market share of about 2.8% [2] - In the global HVAC electric drive system solutions market, Wolong Electric Drive ranks fifth with a market share of approximately 2.0% [2]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600580 证券简称：卧龙电驱 公告编号：临2026-001 卧龙电气驱动集团股份有限公司 九届二十二次临时董事会决议公告 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。 一、董事会会议召开情况 卧龙电气驱动集团股份有限公司（以下简称"公司"或"卧龙电驱"）九届二十二次临时董事会会议于2026 年02月08日以现场结合通讯表决方式召开。本次会议的会议通知和材料已于2026年02月05日分别以专人 送达、电子邮件或传真等方式发出。公司现有董事9人，参会董事9人，其中独立董事赵荣祥、张志铭、 邓春华以通讯方式参加，公司高级管理人员列席了会议。 本次会议的召集、召开符合有关法律、行政法规、部门规章、规范性文件和《公司章程》的规定，表决 形成的决议合法、有效。 二、董事会会议审议情况 （一）审议通过《关于公司2026年度日常关联交易预计的议案》 表决情况：同意6票，反对0票，弃权0票，回避3票。 关联董事庞欣元、马亚军、李迎刚回避了对本议案的表决。该议案已经公司第九届董事会 ...

证券代码：600580 证券简称：卧龙电驱 公告编号：临 2026-002 卧龙电气驱动集团股份有限公司 关于公司 2026 年度日常关联交易预计的公告 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。 重要内容提示： 是否需要提交股东大会审议：否 日常关联交易对上市公司的影响：不会损害公司及公司股东特别是中小 股东的利益，不会对公司的独立性产生影响。 需要提请投资者注意的其他事项：无 一、日常关联交易基本情况 （一）日常关联交易履行的审议程序 卧龙电气驱动集团股份有限公司（以下简称"卧龙电驱"、"公司"）于 2026 年 02 月 08 日召开第九届董事会独立董事专门会议第九次会议，审议通过 了《关于公司 2026 年度日常关联交易预计的议案》。独立董事认为，公司 2026 年度日常关联交易额度预计是基于公司日常生产经营而开展，预计发生的日常关 联交易系在平等协商的基础上进行，定价遵循了公开、公平、公正及市场化的原 则，交易价格公允合理，不存在损害公司及其他股东利益，特别是中小股东利益 的情形；公司也不会因此对关联方形成依赖， ...

每经头条（nbdtoutiao）——美国名校毕业刚回国，26岁"金少"空降成董事长和总经理，父母隐退！A股 多位"00后"执掌要职，"不负投资者"成重大考验 每经AI快讯，卧龙电驱2月9日晚间发布公告称，公司九届二十二次董事会临时会议于2026年2月8日以 现场结合通讯表决方式召开。会议审议了《关于公司2026年度日常关联交易预计的议案》等文件。 （记者 曾健辉） ...

卧龙电气驱动集团股份有限公司 市值管理制度 第一章 总则 第一条 为加强卧龙电气驱动集团股份有限公司（以下简称"公司"）市值 管理工作，切实推动公司投资价值提升，增强投资者回报，维护公司、投资者及 其他利益相关者的合法权益，根据《中华人民共和国公司法》《中华人民共和国 证券法》《上市公司信息披露管理办法》《上海证券交易所股票上市规则》《上 市公司监管指引第10号——市值管理》等法律、法规、规章和其他规范性文件， 以及《卧龙电气驱动集团股份有限公司章程》（以下简称"《公司章程》"）等 有关规定，结合公司的实际情况，制定本制度。 第二条 本制度所称"市值管理"，是指以提高公司质量为基础，为提升公 司投资价值和股东回报能力而实施的战略管理行为。 第三条 公司开展市值管理的主要目的是通过制定科学发展战略、完善公司 治理、改善经营管理等方式，持续提升公司经营水平、发展质量与内在价值，并 通过合规信息披露与投资者关系管理引导市场价值与内在价值趋同，提振投资者 信心，切实保护投资者尤其是中小投资者的合法权益，建立稳定优质的投资者基 础，获得市场长期支持。 第四条 公司开展市值管理工作应当遵循以下基本原则： （一） 合规性原 ...

证券代码：600580 证券简称：卧龙电驱 公告编号：临 2026-001 本次会议的召集、召开符合有关法律、行政法规、部门规章、规范性文件和 《公司章程》的规定，表决形成的决议合法、有效。 二、董事会会议审议情况 （一）审议通过《关于公司 2026 年度日常关联交易预计的议案》 表决情况：同意 6 票，反对 0 票，弃权 0 票，回避 3 票。 关联董事庞欣元、马亚军、李迎刚回避了对本议案的表决。该议案已经公司 第九届董事会独立董事专门会议第九次会议审议通过并发表了同意意见。 具体内容详见刊登于《中国证券报》《上海证券报》和上海证券交易所网站 （http://www.sse.com.cn）的《卧龙电驱关于公司 2026 年度日常关联交易预计的 公告》。 （二）审议通过《关于制定<市值管理制度>的议案》 卧龙电气驱动集团股份有限公司 九届二十二次临时董事会决议公告 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。 一、董事会会议召开情况 卧龙电气驱动集团股份有限公司（以下简称"公司"或"卧龙电驱"）九届 二十二次临时董事会会议于 ...

Investment Rating - The report rates the mechanical industry as "Overweight," indicating a positive outlook for the sector compared to the overall market performance [2][13]. Core Insights - The mechanical industry is expected to see stable performance with technological advancements leading to a value reversal. Key areas of growth include space photovoltaics, machine tools, robotics, and laser technology [4][7]. Summary by Sections Performance Forecast - The report predicts significant growth for 21 key tracked mechanical companies in Q4 2025, with notable forecasts such as Zoomlion (183%), DingTai High-Tech (179%), and Wolong Electric (82%) [4][5]. Space Photovoltaics - The commercial space sector is entering a new phase characterized by large-scale deployment and capability upgrades, leading to increased demand for space photovoltaics. The report highlights a projected super cycle in satellite manufacturing and launching over the next decade, driven by the need for satellite energy systems [4]. Machine Tools & Cutting Tools - The machine tool sector is expected to transition towards high-end, CNC, and intelligent manufacturing. The report anticipates a 9.7% increase in metal cutting machine production in 2025, with a strong focus on domestic production of core components [4][7]. - Cutting tool manufacturers are expected to benefit from rising raw material prices and increased domestic demand, with a focus on high-end product breakthroughs [4]. Robotics & Components - The humanoid robot industry is progressing towards commercialization, with significant developments expected in 2025. The report identifies three main trends: Tesla's humanoid robot iterations, global giants entering the robotics space, and various robot forms being deployed in practical applications [4]. Laser Technology - General laser technology is experiencing rapid growth due to advancements in high-power and specialized applications. The report recommends companies like Baichu Electronics and Dier Laser for investment [7]. Engineering Machinery - The report anticipates a resonance of domestic and foreign demand in 2026, driven by infrastructure projects and equipment upgrades. Key companies recommended include SANY Heavy Industry and XCMG [7]. Forklifts - The forklift market is projected to grow, with a 12.9% increase in total sales expected in 2025. The report emphasizes the trend towards automation and smart logistics in the industry [7]. Rail Transit Equipment - The report notes a strong demand for rail transit equipment, with a projected 6.0% increase in fixed asset investment in railways for 2025. Recommended companies include CRRC and Siwei Control [7].

Market Overview - The machinery sector experienced a slight decline of 0.04% on the previous trading day, with China Electric Motor leading the losses [1] - The Shanghai Composite Index closed at 4102.2, up by 0.85%, while the Shenzhen Component Index closed at 14156.27, up by 0.21% [1] Stock Performance - Key stocks in the machinery sector showed varied performance, with Jiadian Co. rising by 3.37% to a closing price of 14.74, and China Electric Motor falling by 3.32% to 30.54 [1][2] - The trading volume and turnover for notable stocks included: - Jiadian Co.: 155,500 shares, turnover of 228 million yuan - Zhaowei Electromechanical: 84,300 shares, turnover of 1.038 billion yuan - China Electric Motor: 153,000 shares, turnover of 479 million yuan [1][2] Capital Flow - The machinery sector saw a net outflow of 154 million yuan from institutional investors, while retail investors contributed a net inflow of 57.18 million yuan [2] - Notable capital flows for specific stocks included: - Zhaowei Electromechanical: net inflow of 1.21 billion yuan from institutional investors - China Electric Motor: net outflow of 39.74 million yuan from institutional investors [3]

Core Viewpoint - The electric motor sector experienced a significant increase, with a 2.28% rise on the trading day, led by Zhaowei Electric [1] Group 1: Market Performance - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] - Zhaowei Electric (stock code: 003021) led the gains in the electric motor sector with a closing price of 119.68, reflecting a 4.02% increase [1] - Other notable performers included Huayang Intelligent (301502) with a 3.52% increase, and Xiangdian Co. (600416) with a 3.34% increase [1] Group 2: Trading Volume and Value - Zhaowei Electric recorded a trading volume of 47,200 shares and a transaction value of 558 million yuan [1] - The electric motor sector saw a total net inflow of 980.28 million yuan from institutional investors, while retail investors experienced a net outflow of 2,030.16 million yuan [2][3] Group 3: Individual Stock Performance - The top stocks by net inflow included Zhaowei Electric with 41.57 million yuan from institutional investors, and Xiangdian Co. with 31.93 million yuan [3] - Conversely, retail investors showed significant outflows from stocks like Zhaowei Electric and Xiangdian Co., indicating a divergence in investor sentiment [3]