Target Company Overview

On August 11, 2025, Jiuding Investment (600053.SH) signed an agreement with Nanjing Shenyuan Intelligent Technology Co., Ltd. ("Nanjing Shenyuan") to acquire approximately 53.29% equity in the company for RMB 213 million. This acquisition will position Nanjing Shenyuan as a subsidiary of Jiuding Investment. As a leading enterprise in six-dimensional force sensors, which are critical components in humanoid robotics, Nanjing Shenyuan boasts proprietary intellectual property that presents a strong technological advantage. The transaction aligns with national policies encouraging publicly listed companies to pursue mergers and acquisitions for high-quality growth.

Nanjing Shenyuan was founded in 2012 by Professor Dai Zhendong from Nanjing University of Aeronautics and Astronautics. It is one of the few companies in China capable of forward research and development of six-dimensional force sensors. Its technologies and product performance are on par with global leaders such as ATI, leading to successful applications in aerospace, robotics, automation, and medical fields. The company has garnered acknowledgment from major clients, including Foxconn and Siasun, and has recently provided samples of its sensors for Tesla's Optimus project, receiving positive feedback.

Industry Overview

The robotics industry in China is on the verge of rapid growth, with 2025 being widely regarded as the year for mass production of humanoid robots. Among the foundations of this industry is the demand for advanced force control technologies, which enable robots to perform precise movements and complex tasks. Six-dimensional force sensors are set to become mainstream in industrial settings, primarily due to their capability to provide comprehensive multi-directional force sensing.

As competition intensifies, the role of six-dimensional sensors becomes increasingly critical. Their ability to simultaneously process forces and moments in three dimensions makes them indispensable in applications such as stabilizing movements and ensuring safe interactions in various scenarios. Thus, firms like Nanjing Shenyuan stand to benefit significantly as market demand escalates for these advanced components.

The market anticipates robust growth for six-dimensional force sensors spurred by the anticipated rise in humanoid robot production and widespread application. As these robots become more prevalent, the associated technologies will likely evolve, creating additional opportunities for companies specializing in crucial components.

The Chinese robotics sector is supported by governmental incentive programs, encouraging investment and innovation in this high-growth area. As more businesses enter the field, the push for high-quality robotics production will necessitate sophisticated technologies like those offered by Nanjing Shenyuan.

Rationale Behind the Deal

The acquisition of Nanjing Shenyuan by Jiuding Investment is a strategic move aimed at expanding its industrial footprint and reinforcing its competitive edge within the robotics supply chain. By investing in Nanjing Shenyuan, Jiuding aims to capitalize on the projected growth in the humanoid robotics market, aligning its portfolio with the future demand for six-dimensional force sensors.

This initiative reflects Jiuding's commitment to enhancing its capabilities in technology research and product development, as well as market exposure. Strengthening its position in a critical segment of the robotics industry will provide Jiuding with a second growth curve, ensuring long-term viability and success.

Investor Information

Jiuding Investment Co., Ltd. is a notable player in the investment management sector, focusing on high-quality investment opportunities across various industries. The company has a robust track record of identifying and nurturing growth initiatives in technology-driven fields.

Established to support innovation and high-quality development, Jiuding is well-poised to utilize its resources and expertise in advancing Nanjing Shenyuan's technological capabilities. This acquisition marks a significant step in its strategy to diversify and reinforce investments in high-potential sectors such as robotics and automation.

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This acquisition of Nanjing Shenyuan is indicative of a sagacious investment by Jiuding Investment, as it captures a pivotal piece of the burgeoning robotics industry. Nanjing Shenyuan's established technology and market reputation position it favorably to exploit the expected surge in demand for humanoid robots.

Furthermore, the strategic alignment with national policies promoting mergers and acquisitions enhances the appeal of this investment. The transition of Nanjing Shenyuan into a subsidiary strengthens Jiuding’s product portfolio and accelerates its innovation in the robotics space.

Evaluating the long-term potential, Nanjing Shenyuan's technological advancements in six-dimensional sensors could become a linchpin for Jiuding’s future profits. The anticipated growth in the robotics sector, paired with the company's unique technology, suggests that this acquisition could yield substantial returns on investment.

In conclusion, Jiuding's investment in Nanjing Shenyuan not only aligns with industry growth projections but also enhances its competitive positioning in a vital technological area. This deal sets the stage for a promising trajectory for both Jiuding Investment and Nanjing Shenyuan in the rapidly evolving robotic landscape.

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