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。 ...

Core Viewpoint - The Robot ETF (562500) is experiencing positive market performance, with significant interest in Tesla's Optimus robots, which are expected to advance in functionality and reliability by the end of the year [1][2]. Group 1: ETF Performance - As of 1:25 PM today, the Robot ETF (562500) opened strong, reaching a maximum increase of 1.03%, with the latest price at 1.124 yuan, up 0.807% from the opening price [1]. - The ETF consists of 66 component stocks, with 52 showing gains; notable performers include Haozhi Electromechanical, which rose by 7.32%, and 13 other stocks that increased by over 2% [1]. - The trading volume for the Robot ETF reached 7.81 billion yuan, with a turnover rate of 2.94%, indicating high trading activity [1]. Group 2: Industry Developments - Elon Musk made a rare appearance at the Davos Forum, discussing Tesla's deployment of Optimus robots in factories for simple tasks, with expectations for more complex capabilities by the end of the year [1]. - If Tesla confirms the reliability, safety, and functionality of the robots, public sales may begin by the end of next year [1]. - Dongfang Securities highlighted advancements in the Optimus robot, including new flexible protective layers, which present development opportunities for related industries [1]. Group 3: Market Outlook - Domestic manufacturers have made progress in the humanoid robot sector, with anticipated growth in demand for flexible protective layers as humanoid robots enter mass production and expand application scenarios [2]. - The Robot ETF (562500) is the only robot-themed ETF in the market with a scale exceeding 20 billion, covering various segments such as humanoid robots, industrial robots, and service robots [2]. - Recent adjustments to the ETF's component stocks have increased the humanoid robot content to nearly 70%, successfully removing underperforming stocks and including higher-quality ones [2].

Group 1 - The core viewpoint of the article is that Hongxun Technology (603015) is currently focusing on sales through its Italian subsidiary to European countries, with expectations for revenue contribution in the upcoming fiscal year [1] Group 2 - The revenue from the Italian subsidiary is projected to account for approximately 10% of the company's total revenue in the fiscal year 2024 [1]

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].

Core Viewpoint - Hongxun Technology (603015) focuses on three main business segments: automation, digitalization, and new energy [1] Group 1: Business Segments - The automation segment includes products such as industrial control systems and servo drive systems, which are applied in plastic machinery, metal processing machinery, and Cartesian coordinate robots [1] - The digitalization segment offers data networking services and digital factory solutions applicable across various industry scenarios [1] - The new energy segment provides high-precision power supplies for nuclear fusion Tokamak devices and energy storage systems [1] - Currently, the company's products do not have direct applications in the commercial aerospace sector [1]