导语：借新能源反转业绩，拓荒机器人新蓝海。 作者：市值风云 App：beyond 新能源扛鼎，利润翻 5 倍！信质集团：三十载电机老兵的 新故事 在浙江台州，有一家做了三十多年电机铁芯的企业。它的产品藏在汽车发电机里， 正常情况下，没人会注意到。但全球大部分主流车企，绕不开它供货。 前几年行业饱和，它被成本、产能压得喘不过气。转折发生在新能源汽车上量之 后——订单回温，产线重又排满。与此同时，车间角落里开始多出些新样品：无 人机电机、机器人关节电机用的定转子铁芯。有些已经交付测试，有些还在等客 户反馈。 这家公司叫信质集团（002664.SZ，公司）。 一、深耕电机核心部件，布局人形机器人赛道 信质集团，成立于 1990 年，深耕电机核心零部件行业 30 余年，产品包括汽车 发电机定子及总成、电梯曳引机定子、电动工具电机转子、VVT(汽车可变气门正 时系统)、家电电机转子等，主要应用于汽车、家电、电动工具、特种设备等领域。 凭借全面自研能力、稳固的战略客户基础及严谨的质量体系，公司已从传统家电 与工业电机配套商转型为新能源汽车动力系统关键零部件的 Tier1 级供应商，并 积极拓展无人机、人形机器人等新兴赛道 ...

2月25日，信质集团跌0.76%，成交额1.76亿元。两融数据显示，当日信质集团获融资买入额1654.27万 元，融资偿还2499.45万元，融资净买入-845.18万元。截至2月25日，信质集团融资融券余额合计3.73亿 元。 截至9月30日，信质集团股东户数2.34万，较上期减少14.82%；人均流通股17240股，较上期增加 17.40%。2025年1月-9月，信质集团实现营业收入45.39亿元，同比增长1.42%；归母净利润1.22亿元，同 比增长39.49%。 分红方面，信质集团A股上市后累计派现3.51亿元。近三年，累计派现5279.43万元。 机构持仓方面，截止2025年9月30日，信质集团十大流通股东中，永赢先进制造智选混合发起A （018124）位居第四大流通股东，持股1800.63万股，相比上期减少183.61万股。香港中央结算有限公司 退出十大流通股东之列。 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 ...

公司于 2026 年 2 月 5 日在巨潮资讯网披露了《关于第一大股东权益变动触及 1%整 数倍的公告》（公告编号：2026-003），第一大股东于 2025 年 12 月 11 日至 2026 年 2 月 4 日期间，通过深圳证券交易所系统以集中竞价方式减持公司股份 2,126,800 股，占公 司总股本的 0.52%；以大宗交易方式减持公司股份 1,960,200 股，占公司总股本的 0.48%， 资管计划持有的公司股份数量从 102,050,000 股减少至 97,963,000 股，持股比例从 25.00% 减少至 24.00%，权益变动触及 1%刻度。 证券代码：002664 证券简称：信质集团 公告编号：2026-008 信质集团股份有限公司 关于第一大股东减持计划届满暨减持结果的公告 第一大股东中信证券中信信托中信总营股票质押定向资产管理计划保证信息披露的 内容真实、准确和完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 信质集团股份有限公司(以下简称"公司")于 2025 年 10 月 29 日在巨潮资 ...

信质集团公告，截至2026年2月24日，第一大股东"中信信托有限责任公司－中信银行信托组合投资项目 1701期单一资金信托"减持计划期满，通过集中竞价减持408.2万股，均价22.68元/股，占公司总股本 1.00%；通过大宗交易减持682.7万股，均价23.68元/股，占1.67%；合计减持1090.9万股，比例2.67%， 持股降至9309.62万股，占22.81%。 ...

Group 1: Shareholder Reduction - The largest shareholder, China CITIC Financial Asset Management Co., Ltd., reduced its stake by 4.077 million shares, decreasing its holding from 24.00% to 23.00% as of February 6, 2026 [2] - Prior to this, the shareholder had already reduced its stake by 1% from 25.00% to 24.00% between December 11, 2025, and February 4, 2026 [2] Group 2: Subsidiary Development - The company's board approved a capital increase of 200 million yuan to its wholly-owned subsidiary, Xinzhi Electric (Chongqing) Co., Ltd., raising its registered capital to 400 million yuan to enhance operational capabilities [3] Group 3: Performance Outlook - The company announced a performance forecast on January 29, 2026, expecting a net profit attributable to shareholders of 127 million to 151 million yuan for the year 2025, representing a year-on-year growth of 502.59% to 616.94%, primarily due to the expansion of core components for new energy vehicles and cost reduction measures [4]

Group 1 - The core transaction of Xinzhi Group involved a block trade of 166,000 shares, with a total transaction value of 4.0188 million yuan, accounting for 1.07% of the total trading volume on that day [1] - The transaction price was 24.21 yuan per share, which represents an 11.38% discount compared to the market closing price of 27.32 yuan [1] - The block trade occurred on February 10, 2026, with significant participation from Huatai Securities and CITIC Securities as the buying and selling brokers respectively [2]

Core Viewpoint - On February 9, Xinzhi Group executed a block trade of 623,800 shares, amounting to 14.7843 million yuan, which represented 4.31% of the total trading volume for the day, with a transaction price of 23.7 yuan, reflecting an 11.9% discount compared to the market closing price of 26.9 yuan [1]. Summary by Relevant Sections - **Transaction Details** - The block trade involved a total of 623,800 shares at a price of 23.7 yuan per share, resulting in a total transaction value of 14.7843 million yuan [1]. - The transaction price was 11.9% lower than the market closing price of 26.9 yuan on the same day [1]. - **Trading Volume and Participants** - The trading volume for the block trade was 623,800 shares, which accounted for 4.31% of the total trading volume on that day [1]. - Multiple institutional buyers participated in the trade, including CITIC Securities and Huatai Securities, with various transaction amounts recorded [2].

Group 1 - The A-share market is experiencing a dual mainline trend driven by AI and robotics, with AIGC concept stocks and embodied intelligent robots showing strong performance [1] - On February 9, the ChiNext Index rose over 3%, with stocks like Zhongwen Online and Haikan Co. hitting the daily limit, indicating a collective surge in the sector [1] - The core catalyst for this rally is ByteDance's release of the Seedance 2.0 model, an AI video generation tool that can produce movie-quality content, expected to reduce content production costs by over 60% [1] Group 2 - The robotics industry is witnessing significant events, with over five embodied intelligent companies confirmed to participate in the 2026 Spring Festival Gala, marking a transition to large-scale commercial use [1] - Market research predicts optimistic growth for the embodied intelligent robot sector, with user spending expected to surge from $1.4 billion in 2025 to $77 billion by 2030, reflecting a compound annual growth rate of 94% [2] - Morgan Stanley forecasts that the shipment of humanoid robots in China will reach 14,000 units by 2026 and exceed one million units by 2034, indicating a market potential that may surpass that of the new energy vehicle industry [2] Group 3 - Performance data supports the expectation of an industry explosion, with 35 humanoid robot concept stocks forecasting significant profit growth for 2025 [4] - Companies like Liyade have turned losses into profits through an "AI + display + cultural tourism" ecosystem, while Xinzhi Group anticipates a net profit increase of over 500% [4] - Institutional investors are showing clear signs of increased investment, with seven out of 35 pre-profit growth stocks receiving over 100 million yuan in net purchases since January [4]

Core Viewpoint - Xinzhi Group announced a capital increase of 200 million yuan for its wholly-owned subsidiary, Xinzhi Motor (Chongqing) Co., Ltd., to enhance its financial strength and operational capabilities [1] Group 1: Company Actions - The board of directors approved the capital increase during the second meeting of the sixth session on February 6, 2026 [1] - The capital increase will raise the registered capital of Chongqing Xinzhi from 200 million yuan to 400 million yuan, maintaining 100% ownership by the company [1] Group 2: Strategic Intent - The capital injection aligns with the company's overall strategic planning and operational development needs [1] - The aim is to improve regional support and service capabilities through this financial enhancement [1]

Core Viewpoint - The company, Xinzhi Group, is expanding its global strategy by establishing a wholly-owned subsidiary in Singapore and a joint venture in Thailand to enhance its overseas business development and respond quickly to customer needs [1] Group 1: Investment Details - Xinzhi Group announced a total investment of $40 million for the overseas project, funded entirely by its own resources [1] - The investment will be allocated for establishing and operating overseas companies, purchasing land, constructing factories, procuring equipment, and covering working capital [1] - The actual investment amount will be subject to approval by local authorities in China, Thailand, and Singapore [1] Group 2: Subsidiary Structure - The wholly-owned subsidiary in Singapore is named Xinzhi Overseas Management Co., Ltd [1] - The joint venture in Thailand, Xinzhi Electric (Thailand) Co., Ltd, will be established with contributions of 99.99% from the Singapore subsidiary and 0.01% from Zhejiang Xinge [1]