据了解，埃夫特的产品已广泛应用于汽车、3C电子、光伏、锂电等领域。尽管公司在焊接、喷涂、打 磨等工艺上已有积累，但胶接工艺环节相对薄弱。随着胶接工艺在制造业中的应用日益广泛，补强这一 环节已成为埃夫特提升产品竞争力的关键。 2月9日，埃夫特（SH688165，股价22.57元，市值117.77亿元）公告，公司拟收购上海盛普流体设备股 份有限公司（下称盛普股份）100%股权，其中95.97%股份采用股份与现金各占50%的支付方式，剩余 4.03%股份全部以现金收购，标的公司95.97%股份对应整体估值初步确定为10亿元~12亿元。 埃夫特主营工业机器人，而盛普股份则是一家专注于精密流体控制设备的企业，在光伏、动力电池等领 域拥有技术和客户积累。埃夫特希望借此补强自身在胶接工艺上的短板，完善产品线。公司股票自1月 27日开市起停牌后，将于2月10日开市起复牌。 埃夫特欲完善机器人产品线 埃夫特主要从事工业机器人核心零部件、整机、系统集成的研发、生产和销售业务。公司称，其是中国 工业机器人第一梯队企业，也是国家机器人产业链"链主"企业和首批国家级专精特新"小巨人"企业。 此次交易具体方案为：第一，上市公司拟通过发行 ...

Core Viewpoint - Efort plans to acquire 100% of Shengpu shares through a combination of issuing shares and cash payment, which is expected to constitute a significant asset restructuring [1][2]. Group 1: Transaction Details - Efort intends to purchase 95.97% of Shengpu shares from ten counterparties, including Shanghai Zhijian Industrial Development Co., Ltd., through issuing shares priced at 17.96 yuan per share, which represents a discount of 20.43% compared to Efort's closing price of 22.57 yuan on January 26 [2]. - The remaining 4.03% of Shengpu shares will be acquired through cash payments from Shanghai Yiyao Technology Co., Ltd. and other investors [2]. - The overall valuation of Shengpu shares is preliminarily set between 1 billion to 1.2 billion yuan, with the final transaction price to be determined based on assessment results [2]. Group 2: Strategic Rationale - The acquisition aims to enhance Efort's core competitiveness in the industrial robot adhesive bonding process, addressing a critical gap in its product offerings [3]. - Efort's main business currently focuses on the R&D, production, and sales of industrial robots and their core components, while the acquisition will expand its product line to include precision fluid control equipment [3]. - The transaction is seen as a strategic response to the evolving needs of downstream customers and is expected to improve business scale, profitability, and shareholder returns [3]. Group 3: Financial Performance - Shengpu's net profits for the years 2023, 2024, and the first three quarters of 2025 are reported as 84.58 million yuan, 60.08 million yuan, and 40.86 million yuan, respectively, indicating significant fluctuations in performance [3]. - Efort has been experiencing increasing losses, with net profits of -47.44 million yuan, -157 million yuan, and -200 million yuan for the years 2023, 2024, and the first three quarters of 2025, respectively [4][6].

Core Viewpoint - Efort plans to acquire 100% of Shanghai Shengpu Fluid Equipment Co., Ltd. through a combination of share issuance and cash payment, which is expected to constitute a major asset restructuring [2]. Group 1: Transaction Details - The transaction will involve issuing shares at a price of 17.96 yuan per share, which represents a discount of 20.43% compared to Efort's closing price of 22.57 yuan on January 26 [4]. - Efort aims to purchase 95.97% of Shengpu's shares from ten counterparties through share issuance and 4.03% through cash payment [4]. - The overall valuation of Shengpu's 95.97% shares is preliminarily set between 1 billion to 1.2 billion yuan, with the final price to be determined based on assessment results [4]. Group 2: Strategic Rationale - The acquisition is intended to enhance Efort's core competitiveness in the industrial robot adhesive technology sector, addressing weaknesses in its current product offerings [5]. - Efort's main business currently focuses on the R&D, production, and sales of industrial robots and their core components, while the acquisition will expand its product line to include precision fluid control equipment [5]. - The transaction is seen as a key strategy to meet downstream customer process demands, improve business scale, and enhance profitability [5]. Group 3: Financial Performance - Shengpu's net profits for the years 2023, 2024, and the first three quarters of 2025 are reported as 84.58 million yuan, 60.08 million yuan, and 40.86 million yuan, respectively [5]. - Efort has been experiencing increasing losses, with net profits of -47.44 million yuan, -157 million yuan, and -200 million yuan for the same periods [7].

Group 1 - Jinwei Co., Ltd. plans to acquire 100% equity of Fusheng Mining for 210 million yuan, which will become a wholly-owned subsidiary and included in the consolidated financial statements [2] - Mengguli intends to invest 929 million yuan to build a project with an annual production capacity of 30,000 tons of lithium-ion battery cathode materials, expected to produce 5,000 tons of high-voltage cobalt acid lithium, 10,000 tons of NCA materials, and 15,000 tons of ultra-high nickel ternary materials [2] - Xiamen Tungsten plans to acquire 39% equity of Jiujiang Dadi Mining, which will help increase mineral resource reserves and improve raw material self-sufficiency [3] Group 2 - Andavil's subsidiary received EASA certification for its aviation kitchen plug-in products, marking compliance with European aviation safety standards [2] - CIMC Vehicles disclosed that the US ITC made a preliminary ruling on anti-subsidy and anti-dumping investigations regarding Van-Type Trailers, indicating potential damage to the US domestic industry [4] - Source Technology plans to invest approximately 1.251 billion yuan to build a second phase project for the R&D and production of optoelectronic communication semiconductor chips and devices [9] Group 3 - Zhongmin Energy intends to acquire 51% equity of Mintou Pumped Storage for 864 million yuan, with the transaction price based on asset evaluation [10] - Ningbo Yunsheng plans to publicly issue H-shares and apply for listing on the Hong Kong Stock Exchange [11] - Wenkai Co., Ltd. won a bid for a landscape project worth 50.8162 million yuan [12] Group 4 - China Merchants Shekou achieved a signed sales amount of 7.674 billion yuan in January 2026 [16] - AVIC Optoelectronics reported a net profit of 2.124 billion yuan for 2025, a year-on-year decrease of 36.69% [17] - Tiankang Bio reported a sales revenue of 392 million yuan from pig sales in January 2026, with a month-on-month increase of 6.23% [18] Group 5 - Poly Developments reported a signed amount of 15.617 billion yuan in January 2026, a year-on-year decrease of 13.31% [19] - Chengtou Holdings reported a net profit of 290 million yuan for 2025, a year-on-year increase of 19.67% [20] - Qianjin Pharmaceutical reported a net profit of 288 million yuan for 2025, a year-on-year increase of 24.74% [21]

Group 1 - Huatai Medical plans to repurchase shares worth between 150 million to 200 million yuan for employee stock ownership plans or equity incentives, with a repurchase price not exceeding 315 yuan per share [1][3] - Aopt plans to raise no more than 1.38 billion yuan for projects related to AI intelligent vision solutions and industrial 3D vision sensors [1][4] - Weimais reported a net profit of 557 million yuan for 2025, a year-on-year increase of 39.22%, despite a slight decline in total revenue [1][6] Group 2 - Jiaokong Technology signed a contract for the Sydney Metro West Line TSMO signal system subcontract project, with a contract value of approximately 93.53 million Australian dollars [1][5] - Microelectrophysiology received EU MDR certification for its magnetic navigation ablation catheter and star-shaped high-density mapping catheter, facilitating entry into the European market [1][4] - Firmus Technologies, an Australian AI infrastructure company, secured 10 billion USD in debt financing led by Blackstone for data center expansion [8][9]

标的公司主营业务为精密流体控制设备及其核心部件的研发、生产和销售，主要产品为精密流体控制设 备，通过运动算法与结构设计，实现对粘性流体(主要为胶粘剂)的精密输送、精准计量和精准涂覆，应 用于下游行业生产制造的胶接工艺环节。 本次交易完成后，埃夫特可以深度融合自主研发的智能机器人通用技术底座与标的公司在流体控制及胶 接工艺方面的技术积累，构建"底层控制+上层工艺"的整体能力，进一步完善相关工艺库和数据集，拓 展智能机器人通用技术底座的应用纵深与广度，更将逐步形成工艺与控制的数据闭环，全面提升智能机 器人通用技术底座的竞争力，全面助推机器人胶接工艺进入智能化阶段。 智通财经APP讯，埃夫特(688165.SH)披露发行股份及支付现金购买资产预案，本次交易的标的资产为 盛普股份100%股份，具体分为：1、上市公司拟通过发行股份及支付现金的方式向至骞实业等10名交易 对方购买其持有的盛普股份95.97%股份。2、上市公司拟通过支付现金的方式向上海翌耀、共青城凯翌 购买其持有的盛普股份4.03%股份。后者以前者为实施前提。公司股票将于2026年2月10日开市起复 牌。 ...

本次交易完成后，埃夫特可以深度融合自主研发的智能机器人通用技术底座与标的公司在流体控制及胶 接工艺方面的技术积累，构建"底层控制+上层工艺"的整体能力，进一步完善相关工艺库和数据集，拓 展智能机器人通用技术底座的应用纵深与广度，更将逐步形成工艺与控制的数据闭环，全面提升智能机 器人通用技术底座的竞争力，全面助推机器人胶接工艺进入智能化阶段。 标的公司主营业务为精密流体控制设备及其核心部件的研发、生产和销售，主要产品为精密流体控制设 备，通过运动算法与结构设计，实现对粘性流体(主要为胶粘剂)的精密输送、精准计量和精准涂覆，应 用于下游行业生产制造的胶接工艺环节。 埃夫特(688165.SH)披露发行股份及支付现金购买资产预案，本次交易的标的资产为盛普股份100%股 份，具体分为：1、上市公司拟通过发行股份及支付现金的方式向至骞实业等10名交易对方购买其持有 的盛普股份95.97%股份。2、上市公司拟通过支付现金的方式向上海翌耀、共青城凯翌购买其持有的盛 普股份4.03%股份。后者以前者为实施前提。公司股票将于2026年2月10日开市起复牌。 ...

Group 1 - The core point of the article is that Efort (688165) has announced a major asset restructuring plan involving the acquisition of 95.97% of Shengpu Co., with the stock resuming trading on February 10 [1] - The transaction will be executed through a combination of issuing shares and cash payments to ten counterparties, with the remaining 4.03% of shares being purchased through cash payments [1] - This transaction is characterized as a typical technology and business acquisition, which is expected to enhance the company's product offerings in precision fluid control equipment and its core components [1] Group 2 - Following the completion of the transaction, the company plans to increase its research and development investments to address weaknesses in its robotic products related to adhesive bonding processes [1] - The integration with the target company is expected to enable the development of an integrated and standardized intelligent adhesive bonding robot workstation, improving precision, stability, and consistency in complex application scenarios [1] - The collaboration aims to provide high-quality adhesive product solutions to customers by leveraging visual recognition, control systems, and process algorithms [1]

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 （记者 曾健辉） 每经AI快讯，埃夫特2月9日晚间发布公告称，公司第四届第三次董事会会议于2026年2月9日在公司会 议室以现场结合通讯的方式召开。会议审议了《关于公司发行股份及支付现金购买资产方案的议案》等 文件。 ...

二〇二六年二月 埃夫特智能机器人股份有限公司 发行股份及支付现金购买资产预案 证券代码：688165 证券简称：埃夫特 上市地点：上海证券交易所 埃夫特智能机器人股份有限公司 发行股份及支付现金购买资产预案 | 项目 | 交易对方 | | --- | --- | | 发行股份及支付现 | 上海至骞实业发展有限公司、刘燕、嘉兴蔓月股权投资合伙企业（有 | | | 限合伙）、上海郗舜企业管理有限公司、李强、李天智、洋浦昆宁商 | | | 务咨询合伙企业（有限合伙）、新余鸿土投资管理合伙企业（有限合 | | 金购买资产 | | | | 伙）、捌芯（上海）半导体合伙企业（有限合伙）、王晨、上海翌耀 | | | 科技股份有限公司、共青城凯翌投资合伙企业（有限合伙） | 上市公司声明 本公司及全体董事、高级管理人员保证本预案及其摘要内容的真实、准确、 完整，对预案及其摘要的虚假记载、误导性陈述或者重大遗漏负相应的法律责任。 本公司控股股东及其一致行动人、董事、高级管理人员承诺：如本次交易因 涉嫌所提供或披露的信息存在虚假记载、误导性陈述或者重大遗漏，被司法机关 立案侦查或者被中国证监会立案调查的，在案件调查结论明确之前， ...