证券代码：002779 证券简称：中坚科技 公告编号：2024-053 浙江中坚科技股份有限公司 关于股票交易异常波动的公告 本公司及董事会全体成员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。 一、股票交易异常波动情况 浙江中坚科技股份有限公司（以下简称"公司"）股票（证券简称：中坚科 技，证券代码：002779）交易价格于 2024 年 11 月 22 日、2024 年 11 月 25 日连 续两个交易日收盘价格涨幅偏离值累计达到 21.77%，根据深圳证券交易所的有 关规定，属于股票交易异常波动的情况。 二、公司关注、核实情况说明 针对公司股票异常波动，公司对有关事项进行了核实，并通过函询的方式对 公司控股股东及实际控制人进行了核实，现将有关情况说明如下： 4、公司、控股股东及实际控制人不存在应披露而未披露的重大事项，也不 存在处于筹划阶段的重大事项。 5、经查询，公司控股股东、实际控制人在公司股票交易异常波动期间未买 卖公司股票。 三、不存在应披露而未披露信息的声明 公司董事会确认，公司目前没有任何根据《深圳证券交易所股票上市规则》 等有关规定应予以披露而未披露的事项或与该 ...

Group 1 - The stock price of Zhongjian Technology reached a historical high, increasing by 7.22% to 63.00 yuan, with a trading volume of 10.42 million shares and a transaction amount of 626 million yuan [1] - The total market capitalization of Zhongjian Technology in A-shares is 8.316 billion yuan, while the circulating market capitalization is 7.461 billion yuan [1] - In the machinery equipment industry, the overall increase is 0.88%, with 422 stocks rising and 10 stocks, including Dongfang Precision and Weiling Co., hitting the daily limit [1] Group 2 - There are 147 stocks in the machinery equipment industry that experienced a decline, with the largest drop being 10.00% for Chicheng Co., followed by Haomiao Technology and Gaolan Co. with declines of 7.93% and 7.89% respectively [1]

Investment Rating - The report initiates coverage with a "Buy" rating for the company [4][113]. Core Views - The company is positioned as a leading player in the garden machinery sector, transitioning towards the intelligent robotics industry, with significant growth potential driven by strategic upgrades and product diversification [2][19]. - The global garden machinery market is expected to grow steadily, with a projected CAGR of approximately 7% from 2023 to 2025, driven by increasing green space and environmental requirements [3][53]. - The company has made substantial investments in the robotics field, aiming to become a core supplier for 1X, a leading brand in humanoid robotics, which is anticipated to enhance its growth trajectory [4][95]. Summary by Sections Business Optimization and Strategic Upgrade - The company has established itself as a major exporter of garden machinery, with a comprehensive product range and a focus on innovation and technology [2][19]. - In 2023, the company intensified its efforts in the intelligent robotics sector, launching several initiatives including the establishment of subsidiaries focused on developing advanced robotic products [20][28]. Global Greenification and Lithium Battery Intelligence - The global garden machinery market is projected to reach approximately $39.7 billion in 2023, with expectations to exceed $45 billion by 2025 [3][53]. - The market is primarily concentrated in developed countries, particularly in Europe and North America, which account for over 80% of the total market size [3][53]. - The company’s focus on lithium battery technology and intelligent machinery aligns with global trends towards electrification and sustainability [69][70]. Robotics Production and Supply Chain Opportunities - The company is on the verge of mass production of its robotic products, with significant potential to become a key supplier for 1X, enhancing its competitive position in the robotics market [4][95]. - The establishment of Shanghai Zhike aims to facilitate international collaboration in the robotics sector, further solidifying the company's strategic partnerships [96][100]. Profit Forecast and Investment Recommendations - The company is expected to achieve revenues of 9.25 billion, 12.46 billion, and 16.39 billion yuan from 2024 to 2026, with corresponding net profits of 0.84 billion, 1.31 billion, and 1.76 billion yuan [4][108]. - The report suggests that the company's strategic shift towards intelligent robotics and its established market position in garden machinery justify a higher-than-average PE ratio compared to industry peers [4][113].

Investment Rating - The report assigns a "Buy" rating to the stock, indicating an expected relative increase of over 20% compared to the benchmark index within 6 months [2] Core Views - The company's Q3 performance was under short-term pressure due to increased expenses, but operational profits would have shown positive growth if these expenses were excluded [3] - The company is actively expanding its global presence, particularly in the North American market, with over 90% of its main business, garden machinery, being exported [3] - The company is entering the intelligent robotics sector, which is expected to become its second growth curve, with significant investments in R&D and new product development [3] Financial Performance - In 2024 Q3, the company reported revenue of 144 million yuan, a 19.66% YoY increase, but a net loss of 5 million yuan, compared to a profit in the same period last year [3] - For the first three quarters of 2024, the company achieved revenue of 621 million yuan, a 31.38% YoY increase, but net profit attributable to the parent company decreased by 19.40% to 40 million yuan [3] - The company's sales expenses increased by 4 million yuan and R&D expenses increased by 14 million yuan in Q3 2024, totaling an additional 18 million yuan in expenses [3] Market Expansion and Product Development - The company has established strong partnerships with major North American retailers and online platforms such as Homedepot, Lowes, Tsc, and Amazon [3] - The company invested in 1X, a global humanoid robotics company, and its subsidiary Jiangsu Jianmi released a quadruped robot P1, targeting inspection, exploration, and security scenarios [3] - Another subsidiary, Shanghai Gaoke, is developing an intelligent lawn mowing robot, which represents an upgrade of the company's main garden machinery products [3] Financial Projections - The company is expected to achieve revenues of 892 million yuan, 1.276 billion yuan, and 1.719 billion yuan in 2024, 2025, and 2026, respectively, with YoY growth rates of 33.84%, 43.00%, and 34.70% [4] - Net profit attributable to the parent company is projected to be 58.32 million yuan, 99.18 million yuan, and 154.65 million yuan for 2024, 2025, and 2026, with YoY growth rates of 21.27%, 70.05%, and 55.93% [4] - The company's PE ratios are forecasted to be 109.22, 64.23, and 41.19 for 2024, 2025, and 2026, respectively [4] Financial Ratios and Metrics - The company's gross margin is expected to remain stable at around 24% from 2024 to 2026 [8] - ROE is projected to increase from 6.9% in 2023 to 17.2% in 2026, indicating improving profitability [8] - The company's asset-liability ratio is expected to rise from 28.4% in 2023 to 43.4% in 2026, reflecting increased leverage [8] Valuation - The company's PE ratio is currently 132.97, with a market capitalization of 6.4 billion yuan and a circulating market capitalization of 5.7 billion yuan [1] - The stock's 52-week high and low prices are 48.52 yuan and 20.38 yuan, respectively [1]

Investment Rating - The report initiates coverage with a "Buy" rating for the company, expecting a target price increase of 10%-20% over the next six months [3][51]. Core Insights - The company, a significant player in the domestic garden machinery industry, is actively expanding into the robotics sector, having established a comprehensive layout in this area by 2024 [1][10]. - The company has shown a steady increase in net profit since 2020, with a notable improvement in gross and net profit margins in recent years [1][17]. - The global garden machinery market is valued between $30 billion and $40 billion, with lawn mowers being the most demanded product, holding a market share of 34% [1][22]. - The company has established strong partnerships in the U.S. market, including collaborations with major retailers and an online sales strategy through Amazon starting in 2024 [1][27]. Summary by Sections Company Overview - The company was founded in 1997 and has evolved into a key manufacturer and exporter of garden machinery in China, with a focus on gasoline and lithium battery-powered products [10][14]. - The main product line includes lawn mowers, chainsaws, and hedge trimmers, with lawn mowers accounting for 53.53% of revenue in the first half of 2024 [1][14]. Traditional Business - The company has a low debt level and strong liquidity, with cash reserves of 197 million yuan in the first three quarters of 2024 [19]. - The company’s revenue has grown from 512.43 million yuan in 2022 to an estimated 858.70 million yuan in 2024, reflecting a compound annual growth rate of 30.09% [2][50]. Robotics Sector Expansion - The company has launched several robotics initiatives, including the UNICUT H1 autonomous lawn mower, which is set to begin mass production by the end of 2024 [1][34]. - A four-legged robot, the Lingrui P1, is in development, featuring advanced capabilities and expected to enter the market soon [1][35]. - The company has invested in 1X Holding AS to distribute humanoid robots in mainland China, with plans for the NEO bipedal robot to be released soon [1][37][39]. Financial Forecast - The company’s net profit is projected to reach 74 million yuan in 2024, with growth rates of 53%, 46%, and 42% expected for the years 2024 to 2026 [2][51]. - The report anticipates a significant increase in revenue from the robotic segment, with expected growth rates of 40%, 35%, and 30% for the years 2024 to 2026 [49].

证券研究报告 | 公司深度 | 专用设备 中坚科技(002779) | --- | --- | |----------------------------------------|--------------------------------| | | | | | 报告日期： 2024 年 10 月 29 日 | | 立足园林机械出口，打造智能第二增长曲线 | | | | | | ——中坚科技深度报告 | | 投资要点 园林工具出口头部企业，坐骑式割草机细分行业龙头 公司主业为以割草机为主的园林机械生产销售，近年来增长较快，2021-2022 年 坐骑式割草机细分市场占有率在国内园林机械企业居于前三名。2023 年底公司 决定将具身智能业务作为第二核心业务，未来成长潜力较大。 行业：长期趋势稳定增长，短期曙光初现，结构上锂电化进程加快。 中长期市场空间广阔，行业稳定增长，锂电化进程加快 - 市场空间广阔，需求稳定增长：据 Global Market Insights ，全球园林设备市 场预计在 2025 年将达到 435 亿美元规模； 2018-2025 年年均复合增长率超 7.0%，居民生活质量提高、私人 ...

证券代码：002779 证券简称：中坚科技 公告编号：2024-052 浙江中坚科技股份有限公司 关于聘任证券事务代表的公告 联系人：朱丹丹 电话：0579-86878687 传真：0579-86872218 邮箱：zjkj@topsunpower.cc 办公地址：浙江省永康市经济开发区名园北大道155号 特此公告。 浙江中坚科技股份有限公司 董事会 本公司及董事会全体成员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。 浙江中坚科技股份有限公司（以下简称"公司"）于2024年10月29日召开第 五届董事会第七次会议，审议通过了《关于聘任证券事务代表的议案》，公司 董事会同意聘任朱丹丹女士担任公司证券事务代表，协助董事会秘书履行职 责，任期自本次董事会审议通过之日起至本届董事会届满之日止（简历详见附 件）。 朱丹丹女士已取得深圳证券交易所颁发的董事会秘书培训证明，具备履行 职责所需的专业知识、工作经验以及相关素质，能够胜任相关岗位职责的要 求，其任职资历符合担任上市公司证券事务代表的要求，符合《深圳证券交易 所股票上市规则》等相关法规要求的任职资格。 公司证券事务代表联系方式如下： ...

第五届董事会第七次会议决议公告 本公司及董事会全体成员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。 证券代码：002779 证券简称：中坚科技 公告编号：2024-050 浙江中坚科技股份有限公司 表决结果：9 票同意，0 票反对，0 票弃权。 二、审议通过《关于聘任证券事务代表的议案》 因公司证券事务工作需要，根据《深圳证券交易所股票上市规则》有关规定， 同意聘任朱丹丹女士为公司证券事务代表，协助董事会秘书履行职责，任期自本 次董事会审议通过之日起至本届董事会届满之日止。 具体内容详见公司 2024 年 10 月 30 日披露于《证券时报》及巨潮资讯网 （http://www.cninfo.com.cn）的《关于聘任证券事务代表的公告》（公告编号： 2024-052）。 表决结果：9 票同意，0 票反对，0 票弃权。 浙江中坚科技股份有限公司（以下简称"公司"）第五届董事会第七次会议于 2024 年 10 月 29 日（星期二）在公司会议室以现场结合通讯的方式召开。会议 通知已于 2024 年 10 月 24 日通过书面的方式送达各位董事。本次会议应出席董 事 9 人，实际出席 ...

浙江中坚科技股份有限公司 2024 年第三季度报告 1 证券代码：002779 证券简称：中坚科技 公告编号：2024-051 浙江中坚科技股份有限公司 2024 年第三季度报告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 重要内容提示： 1.董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、误导性陈述或重 大遗漏，并承担个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息的真实、准确、完 整。 3.第三季度报告是否经过审计 □是 否 浙江中坚科技股份有限公司 2024 年第三季度报告 一、主要财务数据 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 | --- | --- | --- | --- | --- | |------------------------------------------------------|-------------------|--------------------|------------- ...

证券代码：002779 证券简称：中坚科技 公告编号：2024-049 浙江中坚科技股份有限公司 关于设立全资子公司进展暨完成工商登记的公告 浙江中坚科技股份有限公司（以下简称"公司"）于2024年10月11日召开第五 届董事会第六次会议，审议通过了《关于投资设立全资子公司的议案》。同意公 司以自有资金投资设立全资子公司上海中坚智氪智能科技有限公司，具体内容详 见2024年10月12日公司在《证券时报》及巨潮资讯网（http://www.cninfo.com.cn） 披露的《关于投资设立全资子公司的公告》（公告编号：2024-048）。 近日，上海中坚智氪智能科技有限公司完成了工商登记及相关手续，取得了 上海市长宁区市场监督管理局颁发的《营业执照》，具体内容如下： 一、工商登记情况 1、企业名称：上海中坚智氪智能科技有限公司 2、统一社会信用代码：91310105MAE2J4957E 3、类型：有限责任公司（自然人投资或控股的法人独资） 4、注册资本：人民币 8,000 万元整 5、住所：上海市长宁区广顺路 33 号 8 幢 本公司及董事会全体成员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 ...