证券日报网讯1月28日，弘讯科技（603015）发布公告称，公司控股股东一致行动人宁波帮帮忙贸易有 限公司于2026年1月26日至1月28日通过集中竞价减持2853300股，占总股本0.71%，其与一致行动人合 计持股比例由52.71%降至52.00%。 ...

证券代码：603015 证券简称：弘讯科技 公告编号：2026-004 控股股东的一致行动人宁波帮帮忙贸易有限公司保证向本公司提供的 信息真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息 一致。 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 | | 控股股东/实际控制人及其一致行动人 | | --- | --- | | | □其他 5%以上大股东及其一致行动人 | | 投资者及其一致行动人的身份 | □合并口径第一大股东及其一致行动人（仅适用 | | | 于无控股股东、实际控制人） | | | □其他______________（请注明） | 宁波弘讯科技股份有限公司 关于控股股东的一致行动人权益变动触及 1%刻度的 提示性公告 重要内容提示： 权益变动方向 比例增加□ 比例减少 权益变动前合计比例 52.71% 权益变动后合计比例 52.00% 本次变动是否违反已作出的承 诺、意向、计划 是□ 否 是否触发强制要约收购义务 是□ 否 3.一致行动人信息 | | 一致行动人名称 | | 投资者身份 | | 统一社会信用代码 | ...

弘讯科技公告称，2026年1月26日至1月28日，控股股东一致行动人宁波帮帮忙贸易有限公司通过集中竞 价减持285.33万股，占公司股份总数0.71%。权益变动后，其与一致行动人合计持股比例由52.71%降至 52.00%，触及1%刻度。本次减持是履行2025年12月31日披露的计划，未实施完毕，不触及要约收购， 不会导致控股股东和实控人变更，也不影响公司经营。 ...

今日截至13点25分，机器人ETF（562500）开盘冲高后震荡上行，盘中最高涨幅1.03%，最新价1.124 元，较开盘价上涨0.807%。持仓股方面，该ETF跟踪的成分股共66只，其中52只呈现上涨，昊志机电以 7.32%领涨，中控技术、中信重工、丰立智能、弘讯科技等13只成分股涨幅超2%，少数成分股走弱。流 动性层面，机器人ETF（562500）成交额达7.81亿元，换手率2.94%，成交活跃度处于较高水平。 消息方面，当地时间1月22日周四，马斯克罕见现身达沃斯论坛，与贝莱德CEO芬克展开对话。他透露 特斯拉已在工厂中部署部分Optimus机器人执行简单任务，并预计到今年底这些机器人将能处理更复杂 的工作。马斯克表示，如果特斯拉对机器人的可靠性、安全性和功能范围充满信心，到明年底，将启动 公开销售。 东方证券指出，特斯拉Optimus机器人发布新进展，其四肢、躯干及手部新增柔性防护外层，足部也有 类似鞋靴的防护结构，为相关产业带来发展机遇。这类柔性防护外层既能保护机器人设备、降低人机交 互风险，又具备工具性、消耗品属性与情绪价值，赛道发展潜力大。 国内厂商在该领域已取得一定进展，未来伴随人形机器人量产 ...

证券日报网讯1月21日，弘讯科技（603015）在互动平台回答投资者提问时表示，目前主要是意大利子 公司产品在向欧洲国家销售，2024年度意大利子公司营收占公司总营收10%左右。 ...

Market Overview - The automation equipment sector experienced a decline of 2.05% on January 20, with Hongxun Technology leading the drop [1] - The Shanghai Composite Index closed at 4113.65, down 0.01%, while the Shenzhen Component Index closed at 14155.63, down 0.97% [1] Stock Performance - Notable gainers in the automation equipment sector included: - Zhili Fang (301312) with a closing price of 55.99, up 3.46% [1] - Shuangyuan Technology (688623) at 112.98, up 2.48% [1] - Tianzhun Technology (688003) at 67.22, up 1.60% [1] - Major decliners included: - Hongxun Technology (603015) at 14.71, down 9.20% [2] - Buke Co. (688160) at 148.99, down 6.87% [2] - Jieput (688025) at 135.89, down 6.77% [2] Capital Flow - The automation equipment sector saw a net outflow of 2.591 billion yuan from institutional investors, while retail investors had a net inflow of 1.757 billion yuan [2][3] - The top stocks by net inflow from institutional investors included: - Tianzhun Technology (688003) with a net inflow of 35.53 million yuan [3] - Tiaohui Co. (688529) with a net inflow of 35.04 million yuan [3] - Lvdihuanbo (688017) with a net inflow of 34.19 million yuan [3]

证券代码：603015 证券简称：弘讯科技 公告编号：2026-003 宁波弘讯科技股份有限公司 关于审计机构变更审计项目合伙人的公告 二、 本次变更后的签字会计师（项目合伙人）的基本情况 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法律责任。 宁波弘讯科技股份有限公司（以下简称"公司"）于 2025 年 9 月 11 日召开第 五届董事会 2025 年第三次会议，审议通过《关于聘任会计师事务所的议案》。公 司董事会同意聘请致同会计师事务所（特殊普通合伙）（以下简称"致同所"）为 公司 2025 年度财务审计机构和内部控制审计机构，该议案已经公司 2025 年第二 次临时股东会审议通过。具体内容详见公司披露于上海证券交易所网站 （www.sse.com.cn）披露的《关于聘任会计师事务所的公告》（公告编号：2025-034）。 由于审计机构内部工作调整，公司于 2025 年 12 月 26 日披露了《关于变更签字 注册会计师的公告》（公告编号：2025-043），变更后的签字注册会计师为段慧霞 （项目合伙人）和蒋雯瑜。 致同所作为公司 ...

Core Viewpoint - The A-share "nuclear fusion" concept companies may face a long performance gap before commercial power generation is realized, despite recent funding and technological breakthroughs in the sector [4]. Group 1: Market Dynamics - On January 15, 2026, the implementation of the "Atomic Energy Law" encouraging controlled nuclear fusion coincided with a market style shift, leading investors to focus on the "controlled nuclear fusion" sector as a potential new market leader [2]. - Recent funding activities, such as Shanghai Xinghuan Fusion Technology's completion of a 1 billion yuan Series A financing, have set records for domestic private fusion companies, indicating strong investor interest [2][16]. - Several listed companies in the "nuclear fusion concept" category, including China First Heavy Industries and China Nuclear Engineering, experienced significant stock price increases, but many issued announcements clarifying that they currently have minimal related revenue [3][25]. Group 2: Technological Advancements - The nuclear fusion industry is seeing advancements in technology, with breakthroughs in high-temperature superconducting magnets, which are crucial for achieving the necessary magnetic field strength for fusion [11][18]. - The energy density of nuclear fusion is significantly higher than that of nuclear fission, with 1 gram of deuterium-tritium fusion fuel releasing energy equivalent to 11.2 tons of standard coal, making it a promising solution for future energy needs [9]. - The development of compact fusion reactors is being facilitated by high-temperature superconductors, which allow for smaller and more cost-effective designs compared to traditional fusion reactors [11]. Group 3: Challenges and Future Outlook - Despite optimism in the investment community, significant challenges remain, including material durability under extreme conditions, tritium supply issues, and the need for high-throughput neutron sources for testing new materials [20][21]. - The timeline for commercial nuclear fusion is projected to extend to around 2050, with various milestones set for experimental and demonstration reactors in the coming decades [24][28]. - The current market for nuclear fusion equipment is expected to grow significantly, with estimates suggesting an annual scale of 266 billion yuan by 2035, but achieving this will require overcoming substantial technical and operational hurdles [27].

Core Viewpoint - The implementation of the "Encouragement and Support for Controlled Nuclear Fusion" in the Atomic Energy Law of China is expected to drive investment and interest in the nuclear fusion sector, marking a potential shift in market focus from commercial aerospace and AI applications to nuclear fusion technology [2][3]. Investment and Market Dynamics - The A-share market experienced a style switch, with funds moving away from previously favored sectors like commercial aerospace and AI applications towards the "controlled nuclear fusion" sector, driven by recent positive industry news [2]. - Significant investments have been made in the nuclear fusion sector, including a record A-round financing of 1 billion yuan by Shanghai Xinghuan Fusion Technology Co., which indicates strong investor interest [2][14]. - Companies like China First Heavy Industries and China Nuclear Engineering have seen their stock prices surge, reflecting market enthusiasm for nuclear fusion concepts, despite these companies warning of limited current revenue from related projects [3][21]. Technological Advancements - The nuclear fusion industry is witnessing breakthroughs in technology, such as the successful excitation of high-temperature superconducting magnets to 20.8 Tesla, which is crucial for enhancing fusion power density [2][16]. - The development of high-temperature superconductors is making commercial nuclear fusion more feasible by allowing for smaller and more cost-effective fusion devices [9][10]. Energy Demand and Supply - The increasing demand for energy, particularly driven by AI and data centers, is creating a sense of urgency for alternative energy sources like nuclear fusion, which is seen as a potential solution to the looming energy supply challenges [4][5]. - The energy density of nuclear fusion is significantly higher than that of traditional fossil fuels and nuclear fission, making it an attractive option for future energy needs [6][12]. Market Projections - The global nuclear fusion equipment market is projected to reach an annual scale of 266 billion yuan by 2035, indicating substantial future market potential despite current challenges in achieving commercial viability [23]. - The timeline for achieving commercial nuclear fusion is optimistic, with expectations for experimental reactors by 2030 and commercial reactors by 2050 [25]. Challenges and Risks - Despite the optimism, significant challenges remain, including material durability under extreme conditions, tritium supply issues, and the need for advanced testing facilities to validate new materials [17][18][19]. - The current state of nuclear fusion technology is still in the experimental phase, and companies are facing a long path to commercial viability, with many listed companies clarifying that their current revenues from fusion-related activities are minimal [21][22].

Group 1 - The core viewpoint of the news is that 弘讯科技 (Hongxun Technology) is experiencing a decline in stock performance and financial metrics, with significant changes in financing and shareholder structure [1][2]. Group 2 - On January 15, 弘讯科技's stock fell by 1.58%, with a trading volume of 504 million yuan. The financing buy-in amount was 47.86 million yuan, while the financing repayment was 53.86 million yuan, resulting in a net financing buy of -5.99 million yuan [1]. - As of January 15, the total financing and securities lending balance for 弘讯科技 was 199 million yuan, with the financing balance accounting for 3.17% of the circulating market value, indicating a high level compared to the past year [1]. - The company has a diverse revenue structure, with industrial control contributing 47.71%, drive systems 37.11%, new energy 11.57%, and other segments 3.61% [1]. Group 3 - As of September 30, 弘讯科技 had 34,300 shareholders, a decrease of 22.16% from the previous period, while the average circulating shares per person increased by 28.47% to 11,778 shares [2]. - For the period from January to September 2025, 弘讯科技 reported a revenue of 609 million yuan, a year-on-year decrease of 5.65%, and a net profit attributable to shareholders of 32.05 million yuan, down 35.18% year-on-year [2]. - The company has distributed a total of 364 million yuan in dividends since its A-share listing, with 101 million yuan distributed over the past three years [2]. Group 4 - Institutional holdings show that as of September 30, 2025, 易方达国证机器人产业ETF (E Fund National Robot Industry ETF) is the third-largest circulating shareholder with 6.73 million shares, an increase of 5.64 million shares from the previous period [2]. - 华夏中证机器人ETF (Huaxia CSI Robot ETF) is the fourth-largest shareholder with 5.56 million shares, up by 1.04 million shares [2]. - 新进股东 include 景顺长城国证机器人产业ETF (Invesco Great Wall National Robot Industry ETF) with 1.30 million shares and 富国国证机器人产业ETF (Fuguo National Robot Industry ETF) with 1.30 million shares [2].