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]

Core Viewpoint - Hongxun Technology (603015.SH) focuses on three main business segments: automation, digitalization, and new energy [1] Group 1: Business Segments - The automation segment primarily offers industrial control systems and servo drive systems, applicable in plastic machinery, metal processing machinery, and Cartesian robots [1] - The digitalization segment provides data networking services and digital factory solutions, suitable for various industry scenarios [1] - The new energy segment includes high-precision power supplies for nuclear fusion Tokamak devices and energy storage systems [1]

Group 1 - The controllable nuclear fusion sector has undergone significant adjustments, leading to a sharp decline in stock prices [1] - Hongxun Technology experienced a trading halt, while other companies such as Srei New Materials, Tianli Composite, Zhongtian Rocket, Parker New Materials, Sichuang Electronics, and Hualing Cable also saw declines [1]

Core Viewpoint - Ningbo Hongxun Technology Co., Ltd. has experienced significant stock price fluctuations, with a cumulative increase of over 20% in closing prices over two consecutive trading days, raising concerns about potential risks associated with short-term price volatility [2][3]. Group 1: Stock Price Fluctuations - The company's stock price increased by 34.51% on January 9 compared to January 5, indicating a substantial short-term price rise [2][3]. - The trading volume over the last three trading days reached 1.317 billion yuan, with a high turnover rate of 13.88% on January 9, compared to an average turnover rate of 3.01% in the previous four trading days [3]. - The company has issued a warning regarding the risks of potential price declines following significant short-term increases [2][3]. Group 2: Business Operations and Revenue - The company primarily operates in three sectors: automation, digitalization, and new energy, and does not engage in humanoid robot business [2][6]. - The Italian subsidiary, EQUIPAGGIAMENTI ELETTRONICI INDUSTRIALI S.P.A. (EEI), only provides components for fusion devices, which contributes a small portion to the company's overall revenue [2][7]. Group 3: Financial Performance - For the first nine months of 2025, the company reported a revenue of 608.8041 million yuan, a decrease of 5.65% year-on-year, and a net profit attributable to shareholders of 32.0491 million yuan, down 35.18% year-on-year [4]. - As of January 9, 2026, the company's stock price was 17.11 yuan, with a rolling price-to-earnings (P/E) ratio of 148.98, significantly higher than the industry average P/E ratio of 24.55 [5]. Group 4: Market Perception and Media Reports - The market has categorized the company as a "fusion concept stock" and "humanoid robot concept stock," which the company has clarified is inaccurate as it does not engage in humanoid robotics [2][6]. - The company emphasizes that the revenue from its fusion-related business is limited and does not significantly impact its short-term performance [2][7].

证券之星消息，1月12日自动化设备板块较上一交易日上涨2.54%，星辰科技领涨。当日上证指数报收于 4165.29，上涨1.09%。深证成指报收于14366.91，上涨1.75%。自动化设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 920885 | 星辰科技 | 29.88 | 12.93% | 23.50万 | | 6.78亿 | | 920396 | 常辅股份 | 42.55 | 10.63% | 12.99万 | | 5.30亿 | | 688889 | 圆田换 | 61.29 | 10.61% | 22.57万 | | 13.38亿 | | 603015 | 弘讯科技 | 18.82 | 9.99% | 81.95万 | | 14.48亿 | | 300278 | 华昌达 | 6.75 | 9.22% | 105.84万 | | 6.91亿 | | 688777 | 中控技术 | 57.57 | 7.33% | 54.93万 | | 31.32 ...

据天眼查APP显示，宁波弘讯科技股份有限公司成立于2001年09月05日，注册资本40421.9万人民币。 （数据宝） （文章来源：证券时报网） 数据宝统计，截至10:26，弘讯科技成交额10.28亿元，创2025年4月2日以来新高。最新股价上涨 2.63%，换手率14.54%。上一交易日该股全天成交额为9.53亿元。 ...

1月12日，弘讯科技涨5.73%，截至发稿，报18.09元/股，成交7.91亿元，换手率11.25%，总市值73.12亿 元。弘讯科技股价已经连续5天上涨，区间累计涨幅36.33%。 景顺长城国证机器人产业ETF（159559）基金经理为金璜。 截至发稿，金璜累计任职时间2年124天，现任基金资产总规模424.37亿元，任职期间最佳基金回报 82.37%， 任职期间最差基金回报5.22%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 资料显示，宁波弘讯科技股份有限公司位于浙江省宁波市北仑区大港五路88号，成立日期2001年9月5 日，上市日期2015年3月3日，公司主营业务涉及塑料机械自动化产品的研发、生产和销售。主营业务收 入构成为：工业控制类47.71%，驱动系统类37.11%，新能源类11.57%，其他(补充)3.61%。 从弘讯科技十大流通股东角度 数据显示，景顺长城基金旗下1只基金位居弘讯科技十大流通股东。景顺长城国证机器人产业ETF （ ...

Group 1 - The market focus stocks include Fenglong Co., which has a 11-day continuous rise, and Jia Mei Packaging, which has a 12-day continuous rise, both hitting the upper limit during the auction [2] - Tianpu Co. experienced a 4-day continuous decline, hitting the lower limit during the auction, while Guosheng Technology opened up by 7.98% after 5 days of trading [2] - The commercial aerospace concept stock Luxin Chuangtou has a 9-day continuous rise, hitting the upper limit during the auction, and Goldwind Technology opened up by 6.42% after 10 days of trading [2] Group 2 - China Satellite Communications opened up by 4.10% after 9 days of trading, indicating positive market sentiment [2] - AI application concept stocks such as Zhite New Materials and Kuaiyi Elevator both hit the upper limit during the auction, reflecting strong investor interest [2] - The nuclear power sector saw China First Heavy Industries open up by 5.36% after 3 days of trading, while Hongxun Technology remained flat [2]

证券代码：603015 证券简称：弘讯科技 公告编号：2026-002 宁波弘讯科技股份有限公司 关于股票交易风险提示公告 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法律责任。 重要内容提示： 三. 公司股票市盈率高于同行业的风险 截至 2026 年 1 月 9 日公司股票收盘价 17.11 元，滚动市盈率为 148.98。根 据中证指数有限公司网站发布的数据，公司所属的证监会行业分类"C38 电气机 械及器材制造业"最新的滚动市盈率为 24.55。公司滚动市盈率明显高于行业滚 动市盈率，敬请广大投资者注意投资风险。 公司股票交易价格于 2026 年 1 月 7 日、1 月 8 日连续两个交易日收盘价格 涨幅偏离值累计超过 20%。根据《上海证券交易所交易规则》的有关规定，属于 股票交易价格异常波动情形。公司已于 2026 年 1 月 9 日披露了《关于股票交易 异常波动的公告》（公告编号：2026-001）。2026 年 1 月 9 日公司股票再次涨停。 公司现对有关事项和风险说明如下： 一. 市场交易风险 宁波弘讯科技股份有限公 ...

Core Viewpoint - The company, 弘讯科技, clarifies its business focus and addresses market misconceptions regarding its classification as a "nuclear fusion concept stock" and "humanoid robot concept stock" [1] Group 1: Business Operations - The company primarily operates in three sectors: automation, digitalization, and new energy [1] - The Italian subsidiary, EQUIPAGGIAMENTI ELETTRONICI INDUSTRIALI S.P.A, only provides components for nuclear fusion devices, not complete systems [1] Group 2: Financial Impact - The revenue from the nuclear fusion-related business is a small portion of the company's overall revenue, indicating limited short-term impact on financial performance [1] Group 3: Investor Advisory - The company urges investors to make rational decisions and invest cautiously [1]