每经AI快讯，杭叉集团10月15日晚间发布公告称，近日，杭叉集团股份有限公司（以下简称"公司"）控 股子公司浙江杭叉进出口有限公司（以下简称"杭叉进出口"）因贷款业务与宁波银行股份有限公司杭州 分行（以下简称"宁波银行杭州分行"）签署了《最高额保证合同》（合同编号为： 07100BY25001197）。公司控股子公司杭叉进出口因经营资金需求，与宁波银行杭州分行办理最高额度 为人民币1亿元的融资业务，担保的融资业务期限为2025年10月15日至2026年9月29日。公司以连带责任 保证方式为上述贷款业务提供保证担保，担保期间为主债权的清偿期届满之日起二年，其他股东不提供 担保。本次担保不存在反担保。 （记者 王晓波） 每经头条（nbdtoutiao）——出租白银的爆赚机会：年化利率飙升到35%，全球白银正空运往英国套 利，背后是一场史诗级逼空 截至本公告披露日，公司已实际对子公司担保额为人民币5.2亿元，占公司最近一期经审计净资产的比 例为5.11%；公司开展融资租赁业务为客户提供回购担保额度约为1.46亿元，占最近一期经审计净资产 的比例为1.44%。 ...

证券代码：603298 证券简称：杭叉集团 公告编号：2025-056 杭叉集团股份有限公司 关于为控股子公司提供担保的公告 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： 担保对象及基本情况 | | 被担保人名称 本次担保金额 | 10,000 | 浙江杭叉进出口有限公司 万元 | | | --- | --- | --- | --- | --- | | 担 保 对 | | | | | | 象 | 实际为其提供的担保余额 | 50,000 | 万元 | | | | 是否在前期预计额度内 | 是 | □否 | □不适用：_________ | | | 本次担保是否有反担保 | □是 | 否 | □不适用：_________ | 累计担保情况 | 对外担保逾期的累计金额（万元） | 0 | | --- | --- | | 截至本公告日上市公司及其控股子 | 66,603.72 | | 公司对外担保总额（万元） | | | 对外担保总额占上市公司最近一期 | 6.55 | | 经审计净资产的比例（%） | | | ...

南财智讯10月15日电，杭叉集团公告，为控股子公司浙江杭叉进出口有限公司提供10000万元的担保， 用于其与宁波银行杭州分行的贷款业务。截至公告日，公司及其控股子公司对外担保总额为66603.72万 元，占最近一期经审计净资产的6.55%。本次担保在公司2025年度预计的对外担保额度内，无需其他股 东提供反担保。被担保方资产负债率为96.54%，但公司认为其资信情况良好，担保风险可控。 ...

Core Viewpoint - Jindao Technology (301279.SZ) has not yet provided reducers for AGV products to Hangcha Group [1] Company Summary - Jindao Technology is currently not supplying reducers for AGV products to Hangcha Group [1]

今天分享的是：2025叉车行业市场空间、发展趋势及行业龙头杭又集团销量、布局分析报告 报告共计：34页 叉车行业迎全球化与智能化浪潮，杭叉集团多赛道布局打开增长空间 在工业物流领域，叉车作为物料搬运的核心装备，正经历着全球化扩张与智能化转型的双重变革。作为中国叉车行业的龙头企 业，杭叉集团不仅在传统叉车市场稳固领先地位，更在无人化、电动化及智能物流系统等新兴赛道积极布局，同时依托"巨星 系"资源优势，持续拓展全球市场，为行业发展树立了新标杆。 从全球叉车市场格局来看，行业规模持续扩大且全球化特征显著。2023年全球叉车销量已达214万台，2013-2023年复合增长率 保持8%的稳健水平，其中亚洲和欧洲是主要消费市场，分别占据47%和30%的份额。中国作为全球叉车消费主力，2023年销量 占全球36%，2013-2023年复合增长率达12.2%。2024年中国叉车总销量进一步增至129万台，出口量达48万台，出口占比提升至 37%，2019-2024年出口量复合增长率高达26%，彰显出中国叉车企业在全球市场的竞争力不断提升。 在竞争格局方面，全球叉车行业集中度较高，2023年行业CR3营收市占率达55%，日本 ...

Investment Rating - The industry investment rating is "Overweight" indicating that the industry index is expected to outperform the CSI 300 index by 10% or more over the next six months [6]. Core Insights - The mechanical equipment industry is experiencing robust growth, with forklift sales in August 2025 reaching 118,100 units, a year-on-year increase of 19.4%. Domestic sales accounted for 70,200 units, up 19.3%, while overseas sales were 47,900 units, up 19.6% [5]. - The demand for forklifts is closely linked to the manufacturing and logistics sectors, with the manufacturing PMI new orders index reaching 49.50% in August 2025, indicating a recovery in manufacturing sentiment [5]. - Major companies like Anhui Heli and Hangcha Group are showcasing innovative products at trade shows, including new energy and intelligent equipment, which are expected to enhance their competitive positions in the market [5]. Summary by Sections Sales Performance - Forklift sales for the first eight months of 2025 totaled 976,000 units, reflecting a year-on-year growth of 12.9%. Domestic sales were 616,300 units (up 11.3%), while exports reached 359,800 units (up 15.7%) [5]. Market Trends - The industry is witnessing double-digit growth in both domestic and international sales, driven by improved competitiveness of domestic manufacturers and increasing global demand for forklifts [5]. Company Developments - Anhui Heli announced the acquisition of a 51% stake in Jianghuai Heavy Industry for 274 million yuan, aimed at consolidating its market position and enhancing operational efficiency [5]. - Anhui Heli also showcased 27 new energy machines and 7 intelligent storage and handling devices at the Beijing International Engineering Machinery Exhibition, highlighting advancements in clean energy technologies [5]. - Hangcha Group presented a range of new energy and intelligent products, including a 10-ton hybrid forklift and various intelligent logistics solutions, emphasizing their commitment to innovation and sustainability [5]. Investment Recommendations - The report suggests focusing on leading domestic forklift manufacturers with strong brand recognition and established overseas operations, such as Anhui Heli, Hangcha Group, and Zhongli Co., Ltd. [5].

Core Viewpoint - Hangcha Group's stock price has shown significant growth this year, but recent trading indicates a slight decline, suggesting potential volatility in the market [2]. Group 1: Stock Performance - As of September 30, Hangcha Group's stock price decreased by 2.01%, trading at 28.30 CNY per share with a market capitalization of 37.068 billion CNY [1]. - Year-to-date, Hangcha Group's stock has increased by 62.74%, with a 0.53% decline over the last five trading days, a 16.99% increase over the last 20 days, and a 32.55% increase over the last 60 days [2]. Group 2: Financial Performance - For the first half of 2025, Hangcha Group reported a revenue of 9.302 billion CNY, reflecting a year-on-year growth of 8.74%, and a net profit attributable to shareholders of 1.121 billion CNY, up 11.38% year-on-year [2]. - The company has distributed a total of 2.964 billion CNY in dividends since its A-share listing, with 1.497 billion CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders in Hangcha Group was 17,300, a decrease of 3.98% from the previous period, with an average of 75,502 circulating shares per shareholder, an increase of 4.15% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 53.7804 million shares, a decrease of 7.0947 million shares from the previous period, while Southern CSI 500 ETF is a new entrant holding 7.7479 million shares [3].

Core Viewpoint - Hangcha Group's stock has experienced fluctuations, with a year-to-date increase of 63.37% but a recent decline of 1.93% over the past five trading days [1]. Financial Performance - For the first half of 2025, Hangcha Group achieved a revenue of 9.302 billion yuan, representing a year-on-year growth of 8.74%, and a net profit attributable to shareholders of 1.121 billion yuan, up 11.38% year-on-year [2]. Stock and Market Activity - As of September 26, Hangcha Group's stock price was 28.41 yuan per share, with a market capitalization of 37.212 billion yuan. The trading volume was 126 million yuan, with a turnover rate of 0.33% [1]. - The stock has seen a net outflow of 8.6105 million yuan in principal funds, with significant selling pressure observed [1]. Shareholder Information - As of June 30, 2025, the number of shareholders for Hangcha Group was 17,300, a decrease of 3.98% from the previous period. The average circulating shares per person increased by 4.15% to 75,502 shares [2]. - The company has distributed a total of 2.964 billion yuan in dividends since its A-share listing, with 1.497 billion yuan distributed in the last three years [3]. Major Shareholders - As of June 30, 2025, Hong Kong Central Clearing Limited was the third-largest circulating shareholder, holding 53.7804 million shares, a decrease of 7.0947 million shares from the previous period. Southern CSI 500 ETF entered the top ten shareholders with 7.7479 million shares [3].

Summary of Forklift Industry Conference Call Industry Overview - The forklift industry is experiencing a significant growth trend in the unmanned forklift segment, with leading companies like Hangcha and Heli actively investing in this area and collaborating with technology firms such as Jiushi Intelligent and Xidi Zhijia to develop relevant technologies [1][3][5] - The global market for forklifts is showing a demand split, with retail, e-commerce, and logistics accounting for approximately 50% of the market share. Domestic sales are recovering due to policy-driven demand for upgrades, while exports continue to grow steadily [1][6] Key Insights - The unmanned forklift segment is expected to see substantial growth in the second half of 2025, with a low penetration rate currently but significant potential for expansion. The year 2025 is referred to as the "Year of Unmanned Forklifts" [3][9] - Lithium battery-driven large forklifts have seen sales growth exceeding 40%, with the lithium battery penetration rate for large models rising to over 30% since 2018. The trend of lithium battery replacing internal combustion engines is expected to continue [1][7] - The unmanned forklift industry is characterized by low penetration and high growth, driven by technological advancements such as laser navigation and machine vision, as well as economic benefits [3][12] Company Developments - Hangcha has made significant progress in unmanned technology, owning Guozhi Robotics and collaborating with Huawei to develop intelligent solutions. Heli is also partnering with various tech companies to advance unmanned technology [5][19] - Both companies are expected to be among the first to achieve mass production of robots, supported by favorable policies [5][20] Market Dynamics - The demand for traditional and lithium battery-driven electric forklifts is showing clear differentiation, with a notable recovery in domestic sales driven by policy support [6][19] - The average price of AGVs has decreased significantly from 600,000 yuan in 2018 to 220,000 yuan in 2023, while the average price of unmanned forklifts remains lower than that of AGVs, indicating a potential for cost reduction and margin improvement [13] Future Outlook - The development of unmanned mining trucks and unmanned logistics vehicles presents vast opportunities, with these devices capable of performing complex tasks in industrial settings [8] - The industry is expected to see a market opportunity worth hundreds of billions, providing a chance for valuation re-evaluation for related companies [8][20] Financial Performance - Heli is projected to achieve a performance of 1.6 billion yuan next year, corresponding to a 12x valuation, while Hangcha is expected to reach 2.5 billion yuan, corresponding to a 15x valuation. Both companies have significant growth potential, with estimates suggesting a 50% increase in market value [19][20] Conclusion - The unmanned forklift segment is poised for rapid growth, driven by technological advancements and favorable market conditions. Companies like Hangcha and Heli are well-positioned to capitalize on these trends, with strong potential for valuation increases and market share expansion [20][21]

证券代码：603298 证券简称：杭叉集团 公告编号：2025-055 杭叉集团股份有限公司 关于控股子公司增资扩股收购关联方资产中 标的公司原股东之间涉诉事项的公告 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。 1、原告：浙江创瑞投资咨询有限公司 2、被告：杭州巨星科技股份有限公司、杭州昆霞投资管理合伙企业（有限合 伙）、仇建平、仇菲、杨毅、金建祥、王建军、浙江正泰新能源开发有限公司 重要内容提示： ●事件背景：杭叉集团股份有限公司（以下简称"公司"）子公司浙江杭叉智 能科技有限公司（现已更名为"浙江杭叉国自智能科技机器人有限公司"，以下简 称"杭叉国自"，涉及原文引用部分简称"杭叉智能"）以增资扩股方式收购关联 方杭州昆霞投资管理合伙企业(有限合伙)（以下简称"昆霞投资"，涉及原文引用 部分简称"杭州昆霞"）、杭州巨星科技股份有限公司（以下简称"巨星科技"，涉 及原文引用部分简称"巨星股份"）及其他转让方持有的浙江国自机器人技术股份 有限公司（以下简称"国自机器人"或"标的公司"，涉及原文引用部分简称"国 自公司"）99 ...