Group 1 - As of September 17, Huawei automotive concept stocks rose by 1.90%, ranking 7th in the concept sector, with 118 stocks increasing, and Lihexing hitting the daily limit with a 20% rise [1] - Notable gainers in the Huawei automotive sector include Haoneng Co., Shanzigaoke, and Mould Technology, which saw increases of 14.22%, 12.48%, and 12.44% respectively [1] - The sector experienced a net inflow of 8.81 billion yuan from major funds, with 77 stocks receiving net inflows, and 11 stocks exceeding 100 million yuan in net inflow [2] Group 2 - The leading stock in terms of net inflow was Ningde Times, with a net inflow of 12.43 billion yuan, followed by Haoneng Co., Shanzigaoke, and Zhongke Chuangda with net inflows of 3.27 billion yuan, 2.31 billion yuan, and 2.09 billion yuan respectively [2] - In terms of net inflow ratio, Haoneng Co., Lihexing, and Yokogawa Precision led with ratios of 15.74%, 14.09%, and 13.16% respectively [3] - The top stocks in the Huawei automotive concept sector included Ningde Times, Haoneng Co., and Shanzigaoke, with daily price increases of 6.70%, 10.03%, and 10.12% respectively [4]

Market Performance - The humanoid robot concept index increased by 1.82%, ranking 8th among concept sectors, with 225 stocks rising [1] - Notable gainers included Lihexing with a 20% limit up, Haoneng Co., Dongmu Co., and Junsheng Electronics also hitting the limit up, while Haoneng Electric, Huayi Technology, and Changying Precision saw increases of 14.22%, 12.48%, and 12.44% respectively [1] - The biggest decliners were Nanshan Zhishang, Naxinwei, and Shenghong Technology, which fell by 4.35%, 3.78%, and 3.78% respectively [1] Capital Flow - The humanoid robot sector experienced a net outflow of 2.917 billion yuan, with 147 stocks receiving net inflows, and 24 stocks exceeding 100 million yuan in net inflows [2] - The top net inflow stock was Jinfakeji with 1.026 billion yuan, followed by Lansi Technology and Luxiao Technology with net inflows of 705 million yuan and 427 million yuan respectively [2] Stock Performance - In terms of capital inflow ratios, Luxiao Technology, Yunnan Tourism, and Haoneng Co. led with net inflow ratios of 41.74%, 17.71%, and 15.74% respectively [3] - The humanoid robot sector's top stocks by performance included Jinfakeji with a 10% increase, Lansi Technology with a 5.94% increase, and Luxiao Technology with a 9.97% increase [3]

Group 1 - The reducer sector is showing strong performance, with significant gains in various stocks [1] - Double Ring Transmission has reached the daily limit increase, indicating strong investor interest [1] - Other notable stocks with substantial gains include Fengli Intelligent, Haozhi Electromechanical, Haoneng Co., Ltd., Zhongchen Technology, Hongchang Technology, Wanliyang, and Zhaowei Electromechanical [1]

Group 1 - The stock price of Haoneng Co., Ltd. increased by 5.74% on September 17, reaching 16.76 CNY per share, with a trading volume of 333 million CNY and a turnover rate of 2.31%, resulting in a total market capitalization of 14.411 billion CNY. The stock has risen for four consecutive days, with a cumulative increase of 9.69% during this period [1] - Haoneng Co., Ltd. was established on September 25, 2006, and went public on November 28, 2017. The company specializes in the research, production, and sales of synchronizer components for automotive transmissions [1] - The revenue composition of Haoneng Co., Ltd. includes synchronizers at 48.89%, differentials at 21.21%, other components at 14.50%, aerospace parts at 13.22%, and additional items at 2.19% [1] Group 2 - According to data from the top ten holdings of funds, Wanji Fund has one fund heavily invested in Haoneng Co., Ltd. The Wanji Ruixing A fund (001518) held 245,300 shares in the second quarter, accounting for 4.28% of the fund's net value, making it the fifth-largest holding. The estimated floating profit today is approximately 223,200 CNY, with a total floating profit of 343,400 CNY during the four-day increase [2] - The Wanji Ruixing A fund (001518) was established on July 23, 2015, and has a latest scale of 87.5211 million CNY. Year-to-date returns are 48.06%, ranking 1002 out of 8172 in its category; the one-year return is 74.18%, ranking 1413 out of 7980; and since inception, the return is 126.55% [2]

Core Viewpoint - Haoneng Co., Ltd. has seen a significant increase in stock price, with a 5.05% rise on September 16, reaching 15.80 CNY per share, and a total market capitalization of 13.586 billion CNY [1] Group 1: Company Overview - Haoneng Co., Ltd. was established on September 25, 2006, and went public on November 28, 2017 [1] - The company specializes in the research, production, and sales of synchronizer components for automotive transmissions [1] - Revenue composition includes: synchronizers 48.89%, differentials 21.21%, other components 14.50%, aerospace parts 13.22%, and others 2.19% [1] Group 2: Fund Holdings - Taiping Fund has a significant holding in Haoneng Co., Ltd., with its Taiping Zhiyuan three-month regular open stock fund (013414) holding 1 million shares, accounting for 3% of the fund's net value [2] - The fund reduced its holdings by 400,000 shares in the second quarter, and has realized a floating profit of approximately 760,000 CNY as of the latest report [2] - During the three-day stock price increase, the fund earned a floating profit of 590,000 CNY [2] Group 3: Fund Manager Performance - The fund manager Xu Chuang has been in position for 2 years and 75 days, with a total asset scale of 8.85 billion CNY and a best return of 49.78% during his tenure [3] - Liu Jin, another fund manager, has been in position for 1 year and 153 days, managing assets of 5.1 billion CNY, with a consistent best return of 49.28% [3]

Core Viewpoint - The stock of Haoneng Co., Ltd. has shown significant volatility, with a year-to-date increase of 74.59%, but recent trends indicate mixed performance in the short term [2]. Group 1: Stock Performance - As of September 16, Haoneng's stock price rose by 2.06% to 15.35 CNY per share, with a trading volume of 2.65 billion CNY and a turnover rate of 2.03%, resulting in a total market capitalization of 131.99 billion CNY [1]. - Year-to-date, Haoneng's stock has increased by 74.59%, with a 4.42% rise over the last five trading days, an 8.25% decline over the last 20 days, and a 10.19% increase over the last 60 days [2]. Group 2: Financial Performance - For the first half of 2025, Haoneng reported a revenue of 1.253 billion CNY, reflecting a year-on-year growth of 10.30%, and a net profit attributable to shareholders of 184 million CNY, which is a 13.45% increase year-on-year [3]. - Since its A-share listing, Haoneng has distributed a total of 626 million CNY in dividends, with 278 million CNY distributed in the last three years [4]. Group 3: Shareholder and Institutional Holdings - As of June 30, 2025, the number of shareholders for Haoneng was 36,700, a decrease of 9.56% from the previous period, while the average circulating shares per person increased by 48.28% to 23,410 shares [3]. - Among the top ten circulating shareholders, new institutional investors include Yongying Advanced Manufacturing Mixed Fund, holding 30.1383 million shares, and Penghua Carbon Neutral Theme Mixed Fund, holding 20.0883 million shares [4].

Group 1 - The core viewpoint of the articles highlights the significant increase in merger and acquisition (M&A) activities in the Shanghai Stock Exchange, with 14 projects registered this year, showing several times growth compared to last year [1][2] - The newly registered projects focus on resource integration within their main business areas, with Aikodi acquiring 71% of Zhuoerbo's shares and raising up to 520 million yuan in supporting funds, enhancing its investment value [1] - Qianjin Pharmaceutical announced its acquisition of 28.92% of Qianjin Xiangjiang Pharmaceutical and 68% of Qianjin Xieli Pharmaceutical, increasing its stake in these subsidiaries, which are key profit sources for its Western medicine segment [1] Group 2 - The effects of the "Eight Policies for the Sci-Tech Innovation Board" and "Six Policies for M&A" are becoming evident, with 27 M&A projects accepted and 15 approved by the restructuring committee since 2025, surpassing last year's total [2] - The Shanghai Stock Exchange is improving the efficiency of restructuring reviews, exemplified by Aikodi's project taking about three months from acceptance to registration [2] - Innovative and exemplary M&A cases are emerging, such as Sairisi and Sanyou Medical enhancing business integration, and major brokerages like Guotai Junan merging with Haitong Securities [2]

| 证券代码：603809 | 证券简称：豪能股份 | | 公告编号：2025-052 | | --- | --- | --- | --- | | 转债代码：113690 | 转债简称：豪 24 | 转债 | | 成都豪能科技股份有限公司 关于提前赎回"豪 24 转债"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： 成都豪能科技股份有限公司（以下简称"公司"）股票自 2025 年 8 月 25 日至 2025 年 9 月 12 日期间，已有 15 个交易日的收盘价格不低于"豪 24 转 债"当期转股价格 6.33 元/股的 130%（即 8.23 元/股），已触发"豪 24 转债" 的有条件赎回条款。 公司于 2025 年 9 月 12 日召开第六届董事会第十七次会议，审议通过了 《关于提前赎回"豪 24 转债"的议案》，公司董事会决定行使"豪 24 转债"的 提前赎回权，按照债券面值加当期应计利息的价格对赎回登记日登记在册的"豪 24 转债"全部赎回。 投资者所持"豪 24 转债"除在规定时限内通过二 ...

豪能股份可转债持续督导 核查意见 招商证券股份有限公司（以下简称"招商证券"、"保荐机构"）作为成都豪 能科技股份有限公司（以下简称"豪能股份"、"公司"）向不特定对象发行可转 换公司债券的保荐机构，根据《中华人民共和国证券法》《证券发行上市保荐业 务管理办法》《上海证券交易所股票上市规则》《上海证券交易所上市公司自律监 管指引第 1 号——规范运作》《上海证券交易所上市公司自律监管指引第 11 号 ——持续督导》《可转换公司债券管理办法》和《上海证券交易所上市公司自律 监管指引第 12 号——可转换公司债券》等相关法律、法规和规范性文件的规定， 对豪能股份提前赎回"豪 24 转债"相关事宜进行了核查，核查具体情况如下： 招商证券股份有限公司 关于成都豪能科技股份有限公司 提前赎回"豪 24 转债"的核查意见 一、可转债发行上市概况 （一）可转债发行情况 根据中国证券监督管理委员会证监许可〔2024〕374 号文，公司于 2024 年 10 月 23 日向不特定对象发行 550 万张可转换公司债券（以下简称"可转债"）， 每张面值 100 元，发行总额 5.5 亿元。 （二）可转债上市情况 经上海证券交易所自 ...

| 证券代码：603809 | 证券简称：豪能股份 | | 公告编号：2025-051 | | --- | --- | --- | --- | | 转债代码：113690 | 转债简称：豪 24 | 转债 | | 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。 成都豪能科技股份有限公司（以下简称"公司"）于 2025 年 09 月 12 日（星 期五）14:00-17:00 参加了由四川省上市公司协会、深圳市全景网络有限公司联 合举办的"四川辖区 2025 年投资者网上集体接待日及半年度业绩说明会"活动， 现将活动有关情况公告如下： 一、本次业绩说明会召开情况 公司已于 2025 年 09 月 05 日在上海证券交易所网站（www.see.com.cn）及 指定信息披露媒体披露了《成都豪能科技股份有限公司关于参加四川辖区 2025 年投资者网上集体接待日及半年度报告业绩说明会的公告》（公告编号： 2025-049）。 2025 年 09 月 12 日 14:00-17:00，公司董事长向星星女士，总经理张勇先生， 独立董事余丽 ...