股票代码：300953 股票简称：震裕科技 宁波震裕科技股份有限公司 Ningbo Zhenyu Technology Co., Ltd. （浙江省宁波市宁海县西店镇） 向不特定对象发行可转换公司债券 募集说明书 （申报稿） 保荐人（主承销商） 二〇二六年二月 宁波震裕科技股份有限公司 向不特定对象发行可转换公司债券募集说明书 声明 中国证监会、交易所对本次发行所作的任何决定或意见，均不表明其对申请 文件及所披露信息的真实性、准确性、完整性作出保证，也不表明其对发行人的 盈利能力、投资价值或者对投资者的收益作出实质性判断或保证。任何与之相反 的声明均属虚假不实陈述。 根据《证券法》的规定，证券依法发行后，发行人经营与收益的变化，由发 行人自行负责。投资者自主判断发行人的投资价值，自主作出投资决策，自行承 担证券依法发行后因发行人经营与收益变化或者证券价格变动引致的投资风险。 1-1-1 宁波震裕科技股份有限公司 向不特定对象发行可转换公司债券募集说明书 重大事项提示 投资者在评价公司本次发行的可转债时，应特别关注下列重大事项并仔细阅 读本募集说明书中有关风险因素的章节。 一、关于本次可转债发行符合发行条件的说 ...

证券日报网讯 2月25日，震裕科技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 股东人数为20737户。 （文章来源：证券日报） ...

【人形机器人】市场新信息汇总260224 注：以下信息为市场传言汇总，未经二次加工，不代表个人观点，不构成投资建议，请谨慎参考。 1、主流标的 【维宏股份】子公司汉姆电子为宇树零巧手电机供应商，高ASP。 汉姆董事长目前仍在北美，节后特斯拉进展，国产头部零巧手客户合作等催化值得期待。 【维宏股份】子公司汉姆电子为宇树零巧手电机供应商，高ASP。 汉姆董事长目前仍在北美，节后特斯拉进展，国产头部零巧手客户合作等催化值得期待。 【凯众股份】新能源车TPU结构件龙头，切入T机器人缓震结构件、足部总成、手套；主业含并购2亿利润，T链市 值最小、弹性最大。 已为小鹏、智元、YS累计提供近万套产品。 【科达利】谐波环节最强势的进攻方，有望成为贝塔时代、V4时代的核心供应商。 【万向钱潮】T机器人轴承/新型万向节核心供应商，格局最优；量产单机ASP 1万元；新增轻量化骨架，ASP提升 15%。 机器人轴承已覆盖国内主要本体企业。 【凯众股份】新能源车TPU结构件龙头，切入 【人形机器人】市场新信息汇总260224 注：以下信息为市场传言汇总，未经二次加工，不代表个人观点，不构成投资建议，请谨慎参考。 1、主流标的 【模塑科 ...

Group 1 - The core viewpoint of the news is the implementation of the "Implementation Opinions on Improving the National Unified Electricity Market System" by the State Council, which outlines the goals and tasks for the electricity market over the next 5 to 10 years [1] - The implementation opinions emphasize the need to improve cross-provincial and cross-regional electricity trading systems, promoting regular market transactions between State Grid and Southern Grid, and increasing the scale of cross-regional transmission and the proportion of clean energy delivery [1] - The opinions also encourage greater participation of private enterprises in the electricity market and aim to refine the electricity pricing mechanism primarily determined by supply and demand, prohibiting local governments from unlawfully implementing preferential pricing policies [1] Group 2 - The China Securities report indicates that during the "14th Five-Year Plan" period, the country faces a contradiction between increasing decarbonization pressure and slowing growth in new energy installations, necessitating policy support for further low-carbon transitions [1] - A national capacity pricing policy is set to be introduced in January 2026, which will encourage the construction of stable power sources and open up space for new energy installations, while providing high-yield investment options for power companies [1] - The report estimates that even with lower capacity price subsidies, the profitability of energy storage projects will improve, potentially driving demand for energy storage not only in northern regions but also in central and eastern provinces [1] Group 3 - The ChiNext New Energy Index covers various segments of the new energy and electric vehicle industries, including batteries and photovoltaics, and is the only new energy index on the ChiNext with a 20% daily price fluctuation limit [2] - The ChiNext New Energy ETF (159368) is characterized by high elasticity, with a maximum increase of 20%, and has the lowest fees, with a total management and custody fee of only 0.2% [2] - The ETF has a nearly 90% allocation to energy storage and solid-state batteries, aligning with current market trends [2]

Group 1 - The core viewpoint of the article highlights the performance of the CSI 1000 Enhanced ETF (159680), which rose by 0.76% to 1.732 yuan with a trading volume of 28.7856 million yuan as of the midday close [1] - The fund's performance benchmark is the CSI 1000 Index return, and it has achieved a return of 71.34% since its establishment on November 18, 2022, with a one-month return of 4.69% [1] - The major holdings of the CSI 1000 Enhanced ETF include companies such as O-film Technology, which fell by 0.50%, and Huayang Group, which increased by 2.54% [1] Group 2 - The fund is managed by China Merchants Fund Management Co., with fund managers Cai Zhen and Wen Yu overseeing its operations [1] - The article provides a detailed breakdown of the performance of individual stocks within the ETF, indicating mixed results among its top holdings [1]

Group 1: Photovoltaic Industry - The photovoltaic industry is experiencing a clear upward trend due to supply-side clearing and demand-side support, with expectations of profitability recovery in 2026 as inefficient companies exit the market and leading firms enhance efficiency through technological upgrades [1][14] - In 2025, China's photovoltaic industry saw a significant increase in installed capacity, reaching 315.07 GW, with a year-on-year growth rate of 13.67%, despite a slowdown in the second half of the year [14][16] - The introduction of policies aimed at preventing "involution" in the industry has led to a recovery in prices, with polysilicon prices rising over 50% from June to November 2025, indicating a shift towards a more rational pricing environment [22][29] Group 2: Wind Power Industry - The wind power industry is expected to benefit from a favorable supply-demand structure, with significant growth anticipated in offshore wind projects and exports, particularly in 2025 [1][3] - The domestic wind power market is projected to continue its growth trajectory, with offshore wind becoming a key focus area, supported by increasing demand for domestic and international markets [1][3] - Investment recommendations include focusing on leading manufacturers in the wind turbine sector and companies involved in high-barrier components such as submarine cables, which are expected to see increased demand [3][3] Group 3: New Energy Vehicles - The new energy vehicle sector in China is projected to achieve sales of 16.49 million units in 2025, reflecting a year-on-year growth of 28.2%, driven by stable market demand and improved product structures [2][3] - The industry is witnessing a recovery in profitability as supply-side chaos is effectively managed, with significant price increases in key materials like lithium hexafluorophosphate and vinyl carbonate [2][3] - The transition to a high-quality development phase is expected in 2026, supported by technological innovations and enhanced supply chain capabilities [2][3] Group 4: Lithium Battery Industry - The lithium battery industry is experiencing a recovery in profitability as inefficient production capacity is eliminated, with key materials seeing price increases and demand from new energy vehicles and energy storage continuing to rise [8][8] - Recommendations include focusing on leading companies in the battery and structural components sectors, which are expected to benefit from the industry's recovery [8][8] - The commercialization of solid-state batteries is accelerating, with several companies making significant progress in this area [8][8]

每经AI快讯，有投资者在投资者互动平台提问：贵公司的产品有给特斯拉、小鹏、小米、智元机器 人、宇数科技、优必选等供货么？有何合作？ （记者 王晓波） 震裕科技（300953.SZ）2月11日在投资者互动平台表示，根据公司2024年年报和2025年半年报相关披 露，公司的精密级进冲压磨具、锂电池结构件和电动汽车驱动电机均直接或间接进入国内外知名电动汽 车主机厂供应链；公司机器人线性模组及丝杠等零部件与部分下游机器人本体厂客户的商业合作鉴于保 密协议要求，不便透露。公司郑重提醒投资者注意相关报告中的风险提示。 ...

证券日报网讯 2月10日，震裕科技在互动平台回答投资者提问时表示，截至2026年1月30日收盘，公司 股东人数为23554户。 （文章来源：证券日报） ...

（编辑 丛可心） 证券日报网讯 2月9日，震裕科技发布公告称，截至2026年2月9日，公司及控股子公司经审议批准的担 保额度预计总金额为336960万元，占公司最近一期经审计净资产的112.57%；其中公司对子公司的担保 额度为300000万元，占公司最近一期经审计净资产的100.22%，控股子公司对子公司的担保额度为 36960万元，占公司最近一期经审计净资产的12.35%。公司及控股子公司累计提供担保实际发生余额为 124758.27万元，占公司最近一期经审计净资产的41.68%；其中公司对子公司提供担保实际发生余额为 124758.27万元，占公司最近一期经审计净资产的41.68%，控股子公司对子公司提供担保尚未实际发 生。公司及控股子公司不存在对合并报表外单位的担保对象提供担保、逾期担保、涉及诉讼的担保及因 担保被判决败诉而应承担损失等情形。 ...

证券代码：300953 证券简称：震裕科技 公告编号：2026-015 宁波震裕科技股份有限公司 关于对外担保的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 宁波震裕科技股份有限公司（以下简称"公司"）及控股子公司经审议批准的 担保额度预计总金额已超过公司最近一期经审计净资产的 100%，公司及控股子 公司累计提供担保实际发生余额占公司最近一期经审计净资产的 41.68%。本次 担保对象为公司全资子公司，资产负债率超过 70%，本次担保事项在 2024 年年 度股东会审议授权范围内。本次是对公司全资子公司提供担保，总体风险可控。 一、担保情况概述 为支持公司各全资子公司经营及业务发展需要，提高公司决策效率，公司于 2025 年 4 月 18 日、2025 年 5 月 16 日分别召开的第五届董事会第五次会议及 2024 年年度股东会审议通过《关于公司 2025 年度担保额度预计的议案》，同意公司 2025 年度为公司全资子公司的融资提供担保，担保额度预计不超过 30 亿元，融 资业务包括但不限于综合授信或单笔授信项下的流动资金贷款、银行 ...