证券日报网讯2月24日，奥特佳（002239）在互动平台回答投资者提问时表示，截至2026年2月13日收 盘，公司股东数约为12.53万户。 ...

Core Viewpoint - The company, Aotega (002239), is experiencing notable stock fluctuations and is actively expanding its business through joint ventures and overseas capacity expansion [1][2]. Group 1: Stock Performance - On February 13, Aotega's stock closed at 3.20 yuan, down 1.23% for the day, with a turnover rate of 2.04% and a transaction volume of 214 million yuan [1]. - Over the past week (February 7-13), the stock showed significant volatility, with a net inflow of 20.44 million yuan on February 12, leading to a 0.93% increase in stock price to 3.24 yuan and a transaction volume of 277 million yuan [1]. - As of February 10, the number of shareholders was 125,900, a slight decrease of 0.32% from January 30, while the average shareholding per account increased from 26,300 shares to 26,400 shares, indicating some accumulation of funds [1]. Group 2: Recent Developments - Aotega announced on February 11 the establishment of a joint venture, "Suzhou Aobo New Energy Motor Co., Ltd." with Suzhou Botemon, aimed at integrating both parties' technological advantages in automotive thermal management motors and expanding into new high-end servo systems [2]. - On February 9, the company revealed plans to expand its existing base in Morocco to increase production capacity to meet the demands of European and American clients, while losses in North American operations have significantly narrowed, with expectations of achieving overall profitability by 2026 [2]. Group 3: Institutional Insights - During a survey conducted by Huaxin Securities on February 9-10, institutions noted that the company is enhancing its competitiveness through cost reduction and industrial mergers, including plans to acquire high-value automotive components [3]. - Analysts believe that Aotega's dual-driven strategy (automotive thermal management and energy storage temperature control) is likely to open up long-term growth opportunities, although the high valuation (PE-TTM approximately 84 times) requires sustained performance to justify [3].

Core Viewpoint - The establishment of a joint venture between Aotega and Suzhou Botemon is expected to leverage existing advantages in the automotive parts sector, facilitating the development of specialized motors for emerging industries, which is strategically significant for the company's growth [1] Group 1: Joint Venture Details - Aotega plans to invest in Suzhou Botemon Electric Co., Ltd. through its wholly-owned subsidiary, holding 2.25% of the shares, with the collaboration commencing in November 2025 [1] - Aotega and Suzhou Botemon signed an agreement in January 2026 to establish Suzhou Aobo New Energy Motor Co., Ltd., with the setup process currently underway [1] Group 2: Product Development Focus - The joint venture will focus on developing specialized motors for new industries, including high-end servo systems, in addition to enhancing existing product applications [1] - The initiative aims to prepare for market expansion and create new business growth trajectories for the company [1]

Core Viewpoint - The company, Aotega (002239), reports that its overseas operations are largely profitable, with significant growth in Southeast Asia, and plans to increase capacity investment based on market conditions [1] Group 1: Overseas Business Performance - The majority of the company's overseas bases are operating well and are in a profitable state [1] - The North American business has significantly reduced losses in the past two years, with production bases in Mexico now operating normally [1] - The company expects to achieve overall profitability this year, contributing positively to its overall performance [1] Group 2: Management and Strategy - Since 2025, the company has placed a strong emphasis on internal control management for its overseas operations, implementing detailed management across procurement, sales, finance, R&D, HR, and logistics [1] - The company is adjusting its overseas capacity layout based on the characteristics and development prospects of different regional markets [1] Group 3: Market Expansion Plans - The company plans to build factories in ASEAN countries to expand into emerging markets and is looking to deepen cooperation with its joint venture TACOAI in automotive air conditioning systems [1] - There is a significant planned increase in designated scale for new European and American automotive manufacturers in 2025, prompting the company to expand production at its existing base in Morocco this year [1]

Core Viewpoint - The company is optimistic about its overseas business performance, expecting significant improvements and profitability by 2025, particularly in North America and Southeast Asia [1][2] Group 1: Overseas Business Performance - The company's overseas operations are largely profitable, with rapid growth in Southeast Asia and a significant reduction in losses in North America [1] - The company anticipates that its North American operations will achieve full profitability this year, contributing positively to overall performance [1] Group 2: Strategic Plans and Management - The company is focusing on enhancing internal control management for its overseas subsidiaries across various functions, leading to a positive trend in overseas business [1] - Plans are in place to adjust overseas production capacity strategically, including building factories in ASEAN countries and expanding operations in Morocco to meet the demand from new European and American automotive manufacturers [2]

Core Viewpoint - The company is optimistic about its overseas business performance, expecting significant improvements and profitability by 2025, particularly in North America and Southeast Asia [1][2] Group 1: Overseas Business Performance - The company's overseas operations are largely profitable, with rapid growth in Southeast Asia and a significant reduction in losses in North America [1] - The company anticipates that its North American operations will achieve full profitability this year, contributing positively to overall performance [1] Group 2: Strategic Plans and Management - The company is focusing on enhancing internal control management for its overseas subsidiaries across various functions, leading to a positive trend in overseas business [1] - Plans are in place to adjust overseas production capacity strategically, including building factories in ASEAN countries and expanding operations in Morocco to meet the demand from new European and American automotive manufacturers [2]

Group 1: Investment and Partnership Developments - In November 2025, the company invested in Suzhou Botemon Electric Co., Ltd., acquiring a 2.25% stake, initiating collaboration [1] - A joint venture, Suzhou Aobo New Energy Motor Co., Ltd., is being established with Suzhou Botemon to enhance strategic cooperation in automotive thermal management [1][3] - The partnership aims to leverage both companies' strengths in electric motors and thermal management systems, facilitating the development of new products for emerging industries [3] Group 2: Overseas Business Performance and Strategy - The overseas business has shown significant improvement, with Southeast Asia experiencing rapid growth and North America nearing profitability in 2025 [4] - The company plans to increase production capacity in response to market conditions, particularly in Southeast Asia and North America [4] - Strategies include enhancing local production rates to mitigate tariff fluctuations and expanding into new markets like India and ASEAN countries [4] Group 3: Operational Focus and Profitability Enhancement - The company aims to stabilize and enhance profitability in its core automotive thermal management business, despite market pressures [5] - In 2025, the company achieved notable net profit growth, attributed to refined management practices [5] - Plans for 2026 include improving quality, reducing costs, and increasing efficiency while expanding the customer base [5][6] Group 4: New Business Growth and Diversification - The company seeks to explore new growth avenues by strengthening its automotive parts business and considering acquisitions in profitable sectors [6] - The goal is to transition from a pure automotive thermal management focus to a diversified industrial component supplier, tapping into emerging industries [6] - Acquisitions will be funded through self-raised capital, ensuring no impact on funds raised from the current stock issuance [6]

Group 1 - The company, Aotega, announced the repurchase and cancellation of restricted stock incentives involving 108 recipients, totaling 3,997,028 shares, which represents 0.12% of the company's total share capital before the repurchase [1] - The repurchase price was set at 1.26 yuan per share, amounting to a total repurchase cost of 5,067,605.05 yuan, including interest [1] - Following the completion of the repurchase and cancellation, the company's total share capital decreased from 3,322,333,344 shares to 3,318,336,316 shares [1]

证券简称：奥特佳 证券代码：002239 公告编号：2026-005 奥特佳新能源科技集团股份有限公司 关于回购注销部分限制性股票暨股本变动的公告 本公司及董事会全体成员保证本次信息披露的内容真实、准确和完整， 没有虚假记载、误导性陈述或者重大遗漏。 奥特佳新能源科技集团股份有限公司 特别提示： 1.本次回购注销的部分股权激励限制性股票涉及 108 名股权激励对象，回 购注销的限制性股票的数量为 3,997,028 股，占回购注销前公司股本总额 3,322,333,344 股的 0.12%，注销股份的授予日为 2024 年 9 月 6 日，回购价格为 1.26 元/股，回购金额共计 5,067,605.05 元（含利息）； 2.截至本公告披露日，上述限制性股票已在中国证券登记结算有限责任公 司深圳分公司完成了回购注销手续。本次回购注销完成后，公司总股本由 3,322,333,344 股变更为 3,318,336,316 股。 2025 年 11 月 11 日，公司第六届董事会第四十次会议审议通过 了《关于回购注销部分限制性股票的议案》。2025 年 12 月 9 日，公 司召开 2025 年第三次临时股东会， ...

Group 1 - The core point of the article is that the company Aotega (002239) has approximately 126,300 shareholders as of January 30, 2026 [1]