登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603119 证券简称：浙江荣泰 公告编号：2026-006 浙江荣泰电工器材股份有限公司关于使用闲置募集资金进行现金管理的进展公告 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、投资情况概述 （一）投资目的 为提高募集资金使用效率，在确保募集资金安全、不影响募集资金投资计划正常进行及公司正常生产经 营活动的前提下，合理利用暂时闲置募集资金、增加公司的收益，为公司及股东获取更好回报。 （二）投资金额 本次进行现金管理的投资总额为7,000万元。 （三）资金来源 金额单位：人民币万元 根据中国证券监督管理委员会《关于同意浙江荣泰电工器材股份有限公司首次公开发行股票注册的批 复》（证监许可[2023]1288号），浙江荣泰电工器材股份有限公司首次公开发行人民币普通股（A股） 股票7,000.00万股，每股发行价格为15.32元，募集资金总额为107,240.00万元，扣除各项发行费用 10,234.54万元后，募集资金净额为97,005.46万元。中汇会计师事务所（ ...

证券代码：603119 证券简称：浙江荣泰 公告编号：2026-006 浙江荣泰电工器材股份有限公司 关于使用闲置募集资金进行现金管理的进展公告 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： 已履行的审议程序：浙江荣泰电工器材股份有限公司（以下简称"公 司"）于 2025 年 2 月 28 日召开的第二届董事会第五次会议、第二届监事会第 四次会议，审议通过了《关于使用部分闲置募集资金进行现金管理的议案》。具 体内容详见公司于 2025 年 3 月 1 日在上海证券交易所网站（www.sse.com.cn） 披露的《关于使用部分闲置募集资金进行现金管理的公告》（公告编号：2025- 013）。 特别风险提示：尽管公司本次购买的保本浮动收益型存款产品属于较低 风险理财品种，但金融市场受宏观经济影响较大，不排除该项投资受到市场波 动影响的风险。 一、投资情况概述 （一）投资目的 为提高募集资金使用效率，在确保募集资金安全、不影响募集资金投资计 划正常进行及公司正常生产经营活动的前提下，合理利用暂时闲置募集资金、 增 ...

Investment Rating - The industry investment rating is Neutral (maintained) [6] Core Insights - The upcoming release of Tesla's Optimus V3 is expected to catalyze the industry, with a focus on companies involved in the humanoid robot supply chain and those with significant advancements in autonomous driving technology [9] - The demand for gas turbines and generator sets is anticipated to surge due to increased overseas data center construction, benefiting companies in the gas turbine and robotics supply chains [9] - Companies with strong alpha characteristics in the automotive and parts sector are expected to withstand industry risks and achieve revenue and profit growth [3] Summary by Sections Investment Recommendations and Targets - Strong alpha automotive and parts companies are expected to resist industry risks and achieve revenue and profit growth; focus on advanced autonomous driving supply chains, data center liquid cooling, and gas turbine industries [3] - Suggested companies to watch include: - Humanoid robot-related: Xinquan Co., Ltd. (603179, Buy), Top Group (601689, Buy), Yinlun Co., Ltd. (002126, Buy), and others [4] - Gas turbine-related: Yinlun Co., Ltd. (002126, Buy) [4] - Liquid cooling-related: Yingweike (002837, Not Rated), Yinlun Co., Ltd. (002126, Buy), Top Group (601689, Buy), and others [4] - Autonomous driving-related: Jingwei Hengrun-W (688326, Buy), Bertley (603596, Buy), Desay SV (002920, Buy) [4]

电网设备ETF广发（159320）业绩比较基准为同期恒生A股电网设备指数收益率，管理人为广发基金管 理有限公司，基金经理为夏浩洋，成立（2024-12-12）以来回报为88.21%，近一个月回报为12.09%。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 来源：新浪基金∞工作室 2月6日，截止午间收盘，电网设备ETF广发（159320）涨1.27%，报1.908元，成交额2556.10万元。电网 设备ETF广发（159320）重仓股方面，特变电工截止午盘涨0.94%，国电南瑞涨0.08%，思源电气跌 0.74%，中天科技涨4.79%，亨通光电涨5.15%，宏发股份涨1.03%，浙江荣泰涨4.86%，东方电缆涨 1.08%，金盘科技涨1.88%，精达股份涨1.46%。 ...

中信保诚先进制造混合A（019219）成立日期2023年10月9日，最新规模1928.93万。今年以来收益 10.53%，同类排名717/8873；近一年收益61.52%，同类排名982/8123；成立以来收益86.93%。 中信保诚先进制造混合A（019219）基金经理为孙浩中。 截至发稿，孙浩中累计任职时间6年46天，现任基金资产总规模27.03亿元，任职期间最佳基金回报 101.46%， 任职期间最差基金回报-49.03%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 2月6日，浙江荣泰涨5.19%，截至发稿，报103.93元/股，成交7.02亿元，换手率3.44%，总市值378.04亿 元。 资料显示，浙江荣泰电工器材股份有限公司位于浙江省嘉兴市南湖区凤桥镇中兴路308号,香港湾仔皇后 大道东183号合和中心46楼，成立日期1998年4月22日，上市日期2023年8月1日，公司主营业务涉及各类 耐高温 ...

Core Insights - Zhejiang Rongtai, a leader in the global mica materials market for new energy, has filed for an IPO on the Hong Kong Stock Exchange, with CITIC Securities as the sole sponsor [1] - The company's stock price has surged approximately 7 times since its low in September 2024, driven by its announcement to acquire a humanoid robot company in February 2025 [1] - In 2024, the company reported revenue of 1.135 billion yuan, a year-on-year increase of 41.8%, with a global market share of 22.6% [1] Financial Performance - Zhejiang Rongtai's revenue grew from 520 million yuan in 2021 to 1.135 billion yuan in 2024, with a compound annual growth rate (CAGR) of 29.7% [2] - The net profit attributable to shareholders increased from 100 million yuan to 230 million yuan during the same period, with a CAGR of 32% [2] - The company's gross margin declined from 35.3% in 2023 to 32% in 2024, indicating pressure on profitability despite revenue growth [2][3] Market Position and Challenges - The company faces a "structural squeeze," as rising production costs outpace revenue growth due to increased use of low-value auxiliary materials [3] - High customer concentration is a concern, with the top five clients contributing 42.7% of revenue, and the largest client accounting for 15.7% [2] - The company is experiencing increased pressure on its supply chain, with raw material costs exceeding 54% of sales costs [3] Strategic Moves - The acquisition of Diz Precision Machinery, a humanoid robot component manufacturer, is seen as a strategic move to diversify beyond mica materials [4][5] - The acquisition cost approximately 245 million yuan, with a valuation increase of 374.3% based on the assessment report [5] - However, the target company reported a net loss, raising concerns about meeting profit commitments in the coming years [6] IPO and Valuation Concerns - As of February 4, Zhejiang Rongtai's A-share was valued at 140 times earnings, but the Hong Kong market is expected to be more conservative in its valuation [7] - The potential for a significant discount in the H-share offering could dilute existing A-share holders and lead to valuation discrepancies [7] - The company must demonstrate effective use of new funds raised through the IPO, especially given its recent cash flow challenges [7][8] Future Outlook - The company's leadership faces the challenge of balancing shareholder interests while ensuring successful integration of the new robotics business [8] - Investors are advised to focus on cash flow generation capabilities and the actual implementation of new business initiatives rather than just revenue growth [8]

Core Viewpoint - Zhejiang Rongtai, a leading global supplier of new energy mica composite materials, is seeking to list on the Hong Kong Stock Exchange, aiming for an "A+H" listing after its market value surged ninefold [1][4]. Company Overview - Founded in 1998, Zhejiang Rongtai has evolved into a major supplier of high-performance mica composite materials and related products in the new energy sector, expanding its business into key precision components for robots [2][3]. - The company has established a dual-driven business model focusing on "mica materials + precision robot components," positioning itself as a pioneer and leader in the global new energy mica composite materials market [2][4]. Market Position - According to a report by Frost & Sullivan, Zhejiang Rongtai holds a 22.6% share of the global new energy mica product market and a 14.1% share in the Chinese market, both leading positions [1]. - The company has successfully entered the supply chains of major automotive manufacturers, including Tesla, contributing significantly to its revenue [3]. Financial Performance - Zhejiang Rongtai's revenue has shown substantial growth, with a compound annual growth rate (CAGR) of approximately 32.8% from 2020 to 2024. Revenue figures for 2020, 2021, and 2022 were 365 million, 522 million, and 667 million yuan, respectively [4]. - In 2023, the company's revenue exceeded 800 million yuan, with a projected increase of 41.8% to 1.135 billion yuan in 2024. Net profits for 2023 and 2024 are expected to be 172 million and 230 million yuan, respectively, reflecting growth rates of 28.43% and 34.02% [4]. Market Trends - The global and Chinese markets for new energy mica products are projected to grow significantly, with market sizes expected to reach 5.3 billion and 4.1 billion yuan by 2025, respectively. The CAGR from 2020 to 2024 is estimated at 84.9% for the global market and 90.2% for the Chinese market [5]. - The company is well-positioned in high-growth sectors such as new energy, energy storage, and robotics, which are considered "star tracks" in recent years [5]. Future Plans - Zhejiang Rongtai plans to use the funds raised from its IPO to expand global production capacity, establish an intelligent manufacturing system, and enhance its global marketing network [3].

钛媒体App 2月2日消息，据港交所披露，近一周，1月27日—2月2日共40家公司向港交所递交招股书，包括深圳新宙邦科技股份有限公司、惟远能源 技术股份有限公司、江苏新泉汽车饰件股份有限公司、常州聚和新材料股份有限公司、合肥酷芯微电子股份有限公司、天津阿童木机器人股份有限 公司、浙江荣泰电工器材股份有限公司、仙乐健康科技股份有限公司、深圳市星源材质科技股份有限公司、欣旺达电子股份有限公司、君乐宝乳业 集团股份有限公司、伊戈尔电气股份有限公司、台铃科技股份有限公司、深圳市绿联科技股份有限公司等。 | | 1月27日-2月2日递表港交所企业 | | --- | --- | | 2月2日 | 深圳市绿联科技股份有限公司、北京普祺医药科技股份有 | | | 限公司 | | 2月1日 | 浙江华睿科技股份有限公司 | | 1月30日 | | | | 广州鹏辉能源科技股份有限公司、厦门睿云联创新科技股 份有限公司、钛和检测认证集团股份有限公司、深圳市星 | | | 源材质科技股份有限公司、浙江海亮股份有限公司、浙江 | | | 浙能迈领绿航科技股份有限公司、欣旺达电子股份有限公 | | | 司、明智科技股份有限公司、征祥 ...

2026年以来，港股IPO市场持续火热。 据港交所数据，截至2026年1月30日，正在处理中的IPO公司有415家，其中2026年受理的新申请有103家。 近期又有6家新股同时招股，包括澜起科技（A+H）、卓正医疗、牧原股份（A+H）、大族数控（A+H）、爱芯元 智、乐欣户外。 | 首次公開招股申請(於2026年1月30日) | | | | | | --- | --- | --- | --- | --- | | 主板 | | GEM | 真他 (1) | 總數 | | A. 處理之上市申請數目（2026年截至本報告日止） (2)(3) (4) | 459 | 7 | 8 | 474 | | 1. 於2025年12月31日未處理完畢的現有申請及重 新申請 | 364 | ნ | 1 | 371 | | 2.2026年受理之新申請 (5) | વેટ | 1 | 7 | 103 | | 總計 | 459 | 7 | 8 | 474 | | 於2026年1月30日的申請狀況 (4) | | | | | | 1.已上市(6) | 12 | 1 | e | 19 | | 2. 已獲上市委員會批准,待上市 | 26 | ...

来源：活报告 2026年1月29日，浙江荣泰首次向港交所递交招股书，拟在香港主板上市，独家保荐人为中信证券。公司于2023年8月在A股上市（代码 603119），截至2026年1月30日的A股市值达384亿人民币。 公司是全球新能源云母复合材料及相关产品的先行者和领导者，2024年收入11.35亿元，净利润2.3亿元，毛利率32.02%；2025年前9个月收入 9.6亿元，净利润3.27亿元，毛利率34.03%。 公司是全球新能源云母复合材料及相关产品的先行者和领导者，依托在精密加工技术上的跨领域专长以及与客户需求的紧密关联，公司已成功 将业务从云母产品领域拓展至机器人关键精密结构件领域。 根据弗若斯特沙利文的资料，以2024年营业收入计，公司在新能源领域云母产品市场中位列全球第一，市场份额为22.6%；在中国市场排名第 一，市场份额为14.1%。 在海外，公司已布局越南深加工基地，并正在积极建设泰国生产基地以扩展全球布局，提升海外制造与交付能力。截至最后实际可行日期，公 司的产品畅销全球超过40个国家和地区。 净利率分别约为21.47%、20.29%、20.59%、21.35%。 公司的产品组合主要包括：( ...