Group 1 - The controllable nuclear fusion concept has seen a rise of 1.51%, ranking 9th among concept sectors, with 44 stocks increasing in value [1] - Notable gainers in the controllable nuclear fusion sector include Rongfa Nuclear Power, Hongxun Technology, and Changfu Co., which saw increases of 10.04%, 9.99%, and 9.79% respectively [3][4] - The sector experienced a net inflow of 1.442 billion yuan, with 34 stocks receiving net inflows, and five stocks exceeding 50 million yuan in net inflow, led by Rongfa Nuclear Power with 937 million yuan [2][3] Group 2 - The top stocks by net inflow ratio include Hongxun Technology at 39.74%, Rongfa Nuclear Power at 29.99%, and Libat at 11.99% [3][4] - The overall market saw various concept sectors with mixed performance, with hair medical leading at 2.02% and the Korean Free Trade Zone declining by 1.52% [2] - Stocks such as Shun Sodium Co., Guoli Co., and Fuhuang Steel Structure faced declines of 3.53%, 3.44%, and 2.29% respectively [1][6]

Group 1 - The controllable nuclear fusion sector has shown significant activity, with stocks like Rongfa Nuclear Power hitting the daily limit, indicating strong market interest [1] - On June 11, the controllable nuclear fusion sector experienced a decline of 0.92% but quickly rebounded, reflecting high investor attention [1] - Recent data from Wind shows a correlation between the recent performance of the controllable nuclear fusion sector and other popular sectors like renewable energy and biotechnology, with the biotechnology index rising by 10.33% in the past month [1] Group 2 - The controllable nuclear fusion sector is still in the research and commercialization phase, and its correlation with more mature sectors like renewable energy and technology needs further observation [2] - Investors can indirectly participate in the nuclear fusion sector through technology growth ETFs or renewable energy-related funds, despite the absence of a dedicated controllable nuclear fusion ETF [3] Group 3 - Suggested ETF options for participating in nuclear fusion investments include technology innovation ETFs that cover high-growth technology companies related to the nuclear fusion supply chain, such as the Shanghai Stock Exchange Science and Technology Innovation Board Growth Index [4] - Specific ETFs related to the Science and Technology Innovation Board Growth Index include the Kweichow Moutai Science and Technology 50 ETF and others, which contain manufacturers and suppliers relevant to the nuclear fusion industry [5] Group 4 - The nuclear fusion technology is a crucial component of new energy, and breakthroughs in this area will significantly impact carbon neutrality goals [7] - The China Securities Low Carbon Economy Theme Index includes stocks related to nuclear fusion technology, such as Yangtze Power and CATL, which can be considered for investment [7]

Group 1: Stock Suspension and Resumption - Huamao Technology plans to acquire 57.84% equity of Fuchuang Youyue, and its stock will resume trading [1] - Bangji Technology intends to purchase 100% equity of Shandong Beixi Agricultural and Animal Husbandry Co., Ltd. and 80% equity of Paistong Livestock Technology Consulting (Shanghai) Co., Ltd., resulting in stock suspension [1] - Honghe Technology is planning a change in control, leading to stock suspension [1] - *ST Jinbi's controlling shareholder and actual controller are planning a share transfer, causing stock suspension [1] Group 2: Mergers and Acquisitions - Feiyada plans to acquire the controlling stake in Shaanxi Changkong Gear Co., Ltd. [2] - Guangku Technology intends to acquire 100% equity of Wuhan Jiepai for $17 million, with the target company having complete manufacturing and packaging capabilities for optical devices [2] Group 3: Investment Cooperation and Operational Status - Zhongke Electric plans to invest up to 8 billion yuan to build an integrated base for lithium-ion battery anode materials [3] - Wantai Biological's nine-valent HPV vaccine has received approval for market access, being the first domestically approved nine-valent HPV vaccine and the second globally [3] - Hongxun Technology's subsidiary EEI has over 20 years of project experience in nuclear fusion and has participated in multiple projects [3] - Huapei Power received a project bid notification from a new energy vehicle company, with a total expected amount of approximately 100 million yuan over the product lifecycle [3] - Konggang Co., Ltd.'s subsidiary won a bid for a high-end intelligent equipment manufacturing standard factory project worth approximately 396 million yuan [3] - China Power Construction's subsidiary led a consortium that won a 6.282 billion yuan energy storage project [4] - Guangsheng Nonferrous Metals has gained increased attention in the rare earth industry due to changes in international tariff policies and rare earth regulations, leveraging its full industry chain advantages [4] - Tianceng Automation received a notification for a project to supply passenger car seat assemblies, with an expected total of 215,800 vehicles over the project lifecycle [4] - Aixi New Energy plans to invest approximately 750 million yuan to construct a 112.5MW wind power project in Linyi [4] - Hainan Huatie is planning to list on the Singapore Stock Exchange [4]

Summary of the Conference Call for Hongxun Technology Industry Overview - Hongxun Technology is deeply engaged in the industrial automation sector, with product lines covering automation, digitalization, and new energy [2][3] - The company is actively expanding into overseas markets to counteract the slowdown in domestic market growth [2] Core Business Segments - **Automation Division**: Focuses on industrial sensing devices, drive devices, and control devices [7] - **Digitalization Division**: Specializes in edge workshop control systems, optimizing production processes through data collection and analysis [8] - **New Energy Division**: Entered the special electronic power equipment field through the acquisition of EID, providing energy management solutions and collaborating on nuclear fusion research [2][14] Key Developments and Innovations - The company has developed core chips to overcome key technological bottlenecks, achieving full digital communication for its products [2][11] - The servo energy-saving system developed by the company saves 40%-70% of energy, establishing a leading position in the industry [5] - The digital product matrix enhances production efficiency by analyzing factory data and managing supply chain issues [13] Financial Performance - As of December 31, 2024, the company reported revenues of 840 million yuan, with operating profits of approximately 84 million yuan [9] - Revenue sources include 730 million yuan from automation equipment and 80 million yuan from new energy technology [9] Market Strategy - To address the slow growth in the domestic plastic machinery market (2%-3% CAGR), the company is accelerating its overseas expansion with regional operation centers and local channel partnerships [6] - Key markets for expansion include India, Indonesia, Vietnam, Turkey, the Middle East, Brazil, and a new production line in Mexico [6] Future Outlook - The automation segment has several growth points, including increased adoption of servo power systems and the development of multi-axis control systems [19] - The company is focusing on nuclear fusion, collaborating with domestic and international research institutes, and participating in significant projects like GT6 ASA and Ekwateur [4][21] Challenges and Industry Perspective - The commercialization of nuclear fusion faces challenges, with optimistic estimates suggesting it may not be realized until the mid-2030s, while conservative estimates push this to 2050 [24] - The company emphasizes the importance of core suppliers and the need for continuous technological response to enhance capabilities in the nuclear fusion sector [25]

证券代码：603015 证券简称：弘讯科技 公告编号：2025-022 宁波弘讯科技股份有限公司 控股股东减持股份计划公告 本公司董事会、全体董事及相关股东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： | | 董事、监事和高级管理人员 | □是 | √否 | | --- | --- | --- | --- | | | 其他：不适用 | | | | 持股数量 | 161,131,400股 | | | | 持股比例 | 39.8624% | | | | 当前持股股份来源 | IPO 前取得：161,131,400股 | | | 上述减持主体存在一致行动人： | | 股东名称 | | 持股数量 | 持股比例 | 一致行动关系形成 | | --- | --- | --- | --- | --- | --- | | | | | （股） | | 原因 | | 第一组 | RED FACTOR | | 161,131,400 | 39.8624% | 股权控制关系 | | | LIMITED | | | | | | | 宁波帮帮忙贸易 | | ...

弘讯科技（603015）公告，公司控股股东RED FACTOR LIMITED计划通过集中竞价方式减持股份不超 过404.21万股，即不超过公司总股本的1%，减持期限为3个月，自公告披露日起满15个交易日之后开 始。RED目前直接持有公司39.8624%股份，其一致行动人帮帮忙贸易有限公司持有13.8435%股份，合 计持股53.7059%。本次减持因股东自身资金需要，不会导致公司控制权变更。 ...

Core Points - The company announced a cash dividend distribution of 0.05 yuan per share for the fiscal year 2024, approved at the shareholders' meeting on May 16, 2025 [2][4] - The total cash dividend to be distributed amounts to 20,210,950 yuan based on a total share capital of 404,219,000 shares [4] - The dividend will be distributed to all shareholders registered with the China Securities Depository and Clearing Corporation Limited Shanghai Branch as of the close of trading on the registration date [3] Distribution Details - The cash dividend will be distributed through the clearing system of the China Securities Depository and Clearing Corporation, with shareholders who have completed designated trading able to receive their dividends on the payment date [4] - For individual shareholders, the tax implications vary based on the holding period of the shares, with a maximum tax rate of 20% for shares held for one month or less [7][8] - Qualified Foreign Institutional Investors (QFIIs) will have a withholding tax of 10%, resulting in a net dividend of 0.045 yuan per share [8] Legal Proceedings - The company’s wholly-owned subsidiary, Guangdong Hongxun Intelligent Technology Co., Ltd., was involved in a lawsuit regarding a breach of contract, with the initial judgment requiring payment of 10.45 million yuan in penalties [13][14] - The company appealed the initial ruling, seeking to reduce the penalty to 3.85 million yuan, but the appeal was rejected, and the original judgment was upheld [16] - The financial impact of this legal matter has already been accounted for in the company's 2024 financial statements, with a provision of 10.55 million yuan made, indicating no adverse effect on current or future profits [17]

证券代码：603015 证券简称：弘讯科技 公告编号：2025-021 公司于 2025 年 1 月 8 日收到顺德法院民事判决书（2024）粤 0606 民初 20415 号，判决由广东弘讯向大良土发中心支付违约金 1,045 万元及受理费用 10 万元， 具体内容详见公司披露于 2025 年 1 月 9 日的《关于全资子公司诉讼进展的公告》 （公告编号为 2025-001）。 宁波弘讯科技股份有限公司 广东弘讯不服一审顺德法院（2024）粤 0606 民初 20415 号的民事判决，向 关于全资子公司诉讼结果的公告 案件所处的诉讼阶段：二审判决； 公司所处的当事人地位：宁波弘讯科技股份有限公司（以下简称"公司"） 的全资子公司广东弘讯智能科技有限公司（以下简称"广东弘讯"）为二 审上诉人（一审被告）； 涉案的金额：申请撤销一审判决（涉及判决广东弘讯支付违约金 1,045 万元及案件受理费 10 万元），改判支付违约金 385 万元； 是否会对公司损益产生负面影响：公司 2024 年财务报表已根据一审判 决计提预计负债 1,055 万元。对公司本期利润或期后利润无不利影响。 本公司董事会及全体董事保证本公告 ...

证券代码：603015 证券简称：弘讯科技 公告编号：2025-020 宁波弘讯科技股份有限公司2024年年度权益分派实施公告 A 股每股现金红利0.05元 相关日期 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： 每股分配比例 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/6/3 | － | 2025/6/4 | 2025/6/4 | 差异化分红送转： 否 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 5 月 16 日的2024年年度股东大会审议通过。 二、 分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分 公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 3. 分配方案： 本次利润分配以方案实施前的公司总股本404,219,000股为基数，每股派发现金红利0.05 元（含税），共计派发现金红利20 ...

天册（宁波）律师事务所 浙江天册（宁波）律师事务所 关于 宁波弘讯科技股份有限公司 2024 年年度股东大会 法 律 意 见 书 致：宁波弘讯科技股份有限公司 浙江天册（宁波）律师事务所（以下简称"本所"）接受宁波弘讯科技股份有限 公司（以下简称"公司"）的委托，指派本所律师列席了公司于 2025 年 5 月 16 日召 开的 2024 年年度股东大会（以下简称"本次股东大会"），并根据《中华人民共和 国公司法》（以下简称"《公司法》"）、《上市公司股东大会规则》（以下简称 "《股 东大会规则》"）等法律、法规、规范性文件以及《宁波弘讯科技股份有限公司章程》 （以下简称"《公司章程》"）的相关规定出具本法律意见书。 为出具本法律意见书，本所律师审查了公司提供的与本次股东大会有关的文件。 经本所律师核查，这些文件中的副本或复印件均与正本或原件相符。 本所律师同意将本法律意见书作为公司本次股东大会公告材料，随其他须公告的 文件一同公告，并依法对本所律师在其中发表的法律意见承担责任。 本法律意见书仅就公司本次股东大会所涉及到的相关法律事项出具。除此以外， 未经本所同意，本法律意见书不得为任何其他人用于任何其他目的。 ...