Core Viewpoint - Hanma Technology's stock has experienced fluctuations, with a year-to-date increase of 35.57% and a recent decline over the past 20 days of 9.34% [1][2] Financial Performance - For the period from January to September 2025, Hanma Technology achieved a revenue of 4.455 billion yuan, representing a year-on-year growth of 44.54% [2] - The net profit attributable to shareholders for the same period was 40.6326 million yuan, showing a significant year-on-year increase of 110.92% [2] Shareholder Information - As of September 30, 2025, the number of shareholders for Hanma Technology reached 66,600, an increase of 71% compared to the previous period [2] - The average number of circulating shares per shareholder decreased by 41.52% to 16,329 shares [2] Stock Performance and Market Activity - On November 6, Hanma Technology's stock price was 7.47 yuan per share, with a trading volume of 1.59 billion yuan and a turnover rate of 1.92% [1] - The company experienced a net outflow of main funds amounting to 12.8494 million yuan, with large orders showing a buy of 27.6814 million yuan and a sell of 32.7609 million yuan [1] Business Overview - Hanma Technology, established on December 12, 1999, and listed on April 1, 2003, is located in Ma'anshan Economic and Technological Development Zone, Anhui Province [1] - The company's main business includes the research, production, and sales of heavy trucks, special vehicles, and automotive parts, with revenue composition as follows: complete vehicles and chassis 65.53%, special vehicles 20.27%, automotive parts 9.30%, others 4.59%, and financing leasing 0.31% [1] Dividend Information - Since its A-share listing, Hanma Technology has distributed a total of 588 million yuan in dividends, with no dividends paid in the last three years [3] Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited was the sixth largest circulating shareholder, holding 11.6629 million shares as a new shareholder [3]

Market Overview - The commercial vehicle sector experienced a decline of 0.51% on November 5, with Hanma Technology leading the drop [1] - The Shanghai Composite Index closed at 3969.25, up 0.23%, while the Shenzhen Component Index closed at 13223.56, up 0.37% [1] Stock Performance - Notable gainers in the commercial vehicle sector included: - Zhongshun Vehicles (301039) with a closing price of 9.75, up 4.50% and a trading volume of 237,900 shares [1] - Jinlong Automobile (600686) closed at 15.95, up 2.44% with a trading volume of 385,000 shares [1] - Shuguang Co. (600303) closed at 3.96, up 2.06% with a trading volume of 250,100 shares [1] - Conversely, Hanma Technology (600375) led the decline with a closing price of 7.63, down 3.05% and a trading volume of 768,700 shares [2] - Other notable decliners included: - Jianghuai Automobile (600418) down 2.15% to 47.70 [2] - Zhongtong Bus (000957) down 0.60% to 11.67 [2] Capital Flow - The commercial vehicle sector saw a net outflow of 287 million yuan from institutional investors, while retail investors contributed a net inflow of 286 million yuan [2] - The sector's overall capital flow indicated a mixed sentiment among different investor types [2] Detailed Capital Flow Analysis - Key stocks and their capital flow: - Jinlong Automobile (600686) had a net inflow of 72.80 million yuan from institutional investors, while retail investors saw a net outflow of 74.83 million yuan [3] - Hanma Technology (600375) experienced a net outflow of 22.53 million yuan from institutional investors [3] - Other stocks like Foton Motor (600166) and Dongfeng Motor (600006) also showed significant net outflows from institutional investors [3]

汉马科技集团股份有限公司 汉马科技集团股份有限公司 2025 年第一次临时股东大会会议资料 二〇二五年十一月十九日 1 汉马科技集团股份有限公司 汉马科技集团股份有限公司 现场会议地点：公司办公楼四楼第一会议室（安徽省马鞍山经济技术开发区梅山 路 1000 号） 现场会议主持人：董事长范现军先生 会议表决方式：现场投票与网络投票相结合的方式 会议议程： 一、主持人宣布现场会议开始。 二、主持人介绍参加现场会议的股东（或股东授权代表）人数及其代表的股 份总数，列席会议的董事、监事、高级管理人员、律师和公司有关人员。 三、董事会秘书宣读股东大会会议规则。 四、审议议案。 2025 年第一次临时股东大会会议议程 现场会议召开时间：2025 年 11 月 19 日（星期三）14:00 时整 网络投票时间：采用上海证券交易所网络投票系统，通过交易系统投票平台的投 票时间为 2025 年 11 月 19 日（星期三）9:15-9:25,9:30-11:30，13:00-15:00； 通过互联网投票平台的投票时间为 2025 年 11 月 19 日（星期三）9:15-15:00。 1、审议《关于取消监事会、增加注册资本暨修 ...

Core Insights - Hanma Technology's production and sales of new energy heavy-duty trucks saw significant year-on-year growth in October, with production increasing by 277.02% and sales by 325.70% [1] - The company's revenue for October is expected to exceed 600 million yuan, marking its best monthly performance in nearly five years, reflecting strong momentum in its new energy transition strategy [1] - Hanma Technology's alcohol-hydrogen electric trucks have been delivered in bulk across multiple regions in China, showcasing high market penetration [1] Company Performance - In October, Hanma Technology produced 1,165 new energy heavy-duty trucks and sold 1,209 units, indicating robust growth in production and sales [1] - The expected revenue of over 600 million yuan in October highlights the company's successful transition towards high-quality development [1] Market Trends - The new energy truck market in China is experiencing a surge, with cumulative sales of new energy heavy-duty trucks reaching 137,800 units in the first three quarters of the year, a year-on-year increase of 184% [2] - The market penetration rate for new energy heavy-duty trucks is currently at 24.21%, with projections suggesting it will rise to 35% by 2026 [2] Technological Advancements - Hanma Technology is leveraging its first-mover advantage in alcohol-hydrogen electric technology to support the green and intelligent transformation of the truck industry [2] - The industry is shifting from a focus on mechanical hardware to a combination of electric drive, intelligence, and service, driven by increased R&D investments and the introduction of diverse products [2]

Core Viewpoint - Hanma Technology's stock has shown significant growth this year, with a year-to-date increase of 38.84%, despite some fluctuations in the short term [1][2]. Group 1: Stock Performance - As of November 4, Hanma Technology's stock price reached 7.65 CNY per share, with a market capitalization of 12.263 billion CNY [1]. - The stock experienced a 2.00% increase during intraday trading, with a trading volume of 114 million CNY and a turnover rate of 1.40% [1]. - Over the past five trading days, the stock has risen by 3.52%, while it has decreased by 4.97% over the last 20 days and increased by 10.55% over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Hanma Technology reported a revenue of 4.455 billion CNY, representing a year-on-year growth of 44.54% [2]. - The net profit attributable to the parent company for the same period was 40.6326 million CNY, showing a substantial increase of 110.92% year-on-year [2]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Hanma Technology increased to 66,600, marking a 71.00% rise from the previous period [2]. - The average number of circulating shares per shareholder decreased by 41.52% to 16,329 shares [2]. - The company has distributed a total of 588 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3].

Key Points - The stock price of HeFu China has seen a significant short-term increase, indicating potential market sentiment overheating and irrational speculation risks [1] - Hongxing Development plans to invest 149 million yuan to establish a new high-purity thiourea project with an annual capacity of 20,000 tons [1] - Tongda Co., Ltd. is expected to win a bid for a 133 million yuan project with the State Grid [1] - Qiangrui Technology intends to acquire a 35% stake in Alubao Technology [1] - KJ Intelligent has repurchased a total of 6.6628% of its shares [1] - Hanma Technology reported cumulative vehicle sales of 10,797 units in the first ten months, representing a year-on-year increase of 45.63% [1] - Boying Special Welding plans to reduce its holdings by no more than 3% [1] - Ruijian Technology is collaborating with Tailan New Energy in the field of solid-state batteries and key materials [1] - The board member and deputy general manager of Siwei Liekong has been detained and is under investigation [1]

Group 1 - The core point of the article is that Hanma Technology (600375.SH) reported significant growth in vehicle sales and production for the year 2025, with total vehicle sales reaching 1,345 units and production totaling 1,288 units in October [1] - For the period from January to October, the cumulative vehicle sales reached 10,797 units, representing a year-on-year increase of 45.63% [1] - In October, the sales of electric medium and heavy trucks were 1,209 units, showing a remarkable year-on-year growth of 325.70% [1] Group 2 - The cumulative sales of electric medium and heavy trucks from January to October amounted to 8,499 units, reflecting a year-on-year increase of 131.27% [1]

汉马科技集团股份有限公司 证券代码：600375 证券简称：汉马科技 公告编号：临 2025－064 注：本表为产销快报数据，具体数据以公司定期报告数据为准。 特此公告。 汉马科技集团股份有限公司董事会 汉马科技集团股份有限公司 2025 年 11 月 4 日 2025 年 10 月份产销快报公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 汉马科技集团股份有限公司 2025 年 10 月份产销数据快报如下： | （单位：辆） | | --- | | 类别 | 产品名称 | | 月度数据 | | | 年度数据 | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 本月 | 上年 | 同比 | 本年 | 上年同 | 同比 | | | | 数量 | 同期 | 增减 | 累计 | 期累计 | 增减 | | | 货车 （含非完整车辆） | 1,288 | 1,117 | 15.31% | 10,617 | 7,328 | 44.88% | | 产量 | 其中： ...

Core Insights - Hanma Technology (600375.SH) reported a total of 1,345 vehicle sales and 1,288 vehicle production in October 2025 [1] - Cumulative vehicle sales from January to October this year reached 10,797 units, representing a year-on-year increase of 45.63% [1] - In October, sales of electric medium and heavy trucks reached 1,209 units, showing a significant year-on-year growth of 325.70% [1] - Cumulative sales of electric medium and heavy trucks from January to October amounted to 8,499 units, reflecting a year-on-year increase of 131.27% [1]

Core Viewpoint - Hanma Technology (600375) reported a truck sales volume of 1,345 units in October 2025, representing a year-on-year increase of 28.1% [1] Company Summary - The truck sales volume for Hanma Technology in October 2025 reached 1,345 units [1] - This figure indicates a significant growth of 28.1% compared to the same month in the previous year [1]