Core Viewpoint - The company has received notification from the Shanghai Stock Exchange regarding the acceptance of its application for issuing securities on the Shanghai main board, indicating that the application documents are complete and in compliance with legal requirements [1] Group 1 - The company received the notification on January 29, 2026 [1] - The Shanghai Stock Exchange has verified the completeness and legal compliance of the application documents submitted by the company [1] - The application will now undergo further legal review by the Shanghai Stock Exchange [1]

1、保证人：泸州长江机械有限公司、泸州豪能传动技术有限公司 证券代码：603809 证券简称：豪能股份 公告编号：2026-005 成都豪能科技股份有限公司 关于 2025 年度向银行申请授信额度的进展公告 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。 2025 年 3 月 21 日，成都豪能科技股份有限公司（以下简称"公司"）召开第六 届董事会第十一次会议，审议通过了《关于 2025 年度向银行申请授信额度的议案》， 并经 2025 年 4 月 11 日召开的 2024 年年度股东大会批准，同意公司及子公司向银行 申请总额不超过人民币 420,000.00 万元的授信额度（在不超过总授信额度范围内， 最终以各银行实际审批的授信额度为准）。本次向银行申请授信额度授权期限为公司 2024 年年度股东大会审议通过之日起至 2025 年年度股东大会召开之日止。上述授信 额度仅由公司及子公司使用，授信期限内，授信额度可循环使用。具体内容请详见 2025 年 3 月 22 日刊载于上海证券交易所网站（www.sse.com.cn）及公 ...

Investment Rating - The report maintains an "Overweight" rating for the automotive industry [5][17]. Core Insights - The automotive sector has shown positive momentum, with the Shenwan Automotive Index rising by 3% in the past week and 9% over the past month. The new energy vehicle index increased by 2% weekly and remained flat monthly, while the automotive parts index rose by 4% weekly and 15% monthly [2][8]. - The domestic humanoid robot market is experiencing significant growth, with major manufacturers achieving substantial production milestones. For instance, Yushu's humanoid robot shipments exceeded 5,500 units in 2025, indicating a shift towards mass production [15]. - The Robotaxi industry is advancing rapidly, with plans for extensive deployment by companies like Cao Cao Mobility, which aims to introduce 100,000 fully customized Robotaxis by 2030 [16]. Summary by Sections 1. Industry Weekly Market Review - The Shenwan Automotive Index increased by 3% in the week of January 16-23, 2026, and by 9% over the past month. The new energy vehicle index rose by 2% weekly but was flat monthly, while the automotive parts index saw a 4% weekly increase and a 15% monthly increase [8][9]. 2. Domestic Humanoid Robots - The humanoid robot market in China is entering a rapid growth phase, with leading manufacturers achieving significant production volumes. Yushu and Zhiyuan have both reported substantial shipment numbers, indicating a breakthrough in mass production capabilities [15]. 3. Robotaxi Industry Acceleration - Cao Cao Mobility is set to deploy 100,000 Robotaxis by 2030, with ongoing trials for their second-generation models. This initiative is expected to enhance the application of AI in transportation and contribute to the subscription-based vehicle market [16]. 4. Investment Strategy and Recommendations - The report suggests focusing on companies that can leverage the growing demand for humanoid robots and recommends key players such as Dechang Motor Holdings and Haoneng Co. The report also highlights the competitive landscape in the passenger vehicle market, suggesting differentiation strategies for companies like Great Wall Motors and SAIC Motor [17].

Investment Rating - The report maintains an "Overweight" rating for the automotive industry [5][17]. Core Insights - The automotive sector has shown positive momentum, with the Shenwan Automotive Index rising by 3% in the past week and 9% over the past month. The new energy vehicle index increased by 2% weekly and remained flat monthly, while the automotive parts index rose by 4% weekly and 15% monthly [2][8][9]. - The domestic humanoid robot market is experiencing significant growth, with major manufacturers achieving substantial production and sales milestones. The Robotaxi industry is also advancing rapidly, with plans for large-scale deployment by companies like Cao Cao Mobility [15][16]. - The report emphasizes the importance of identifying high-value technology routes and companies with inherent advantages, particularly in the humanoid robot and automotive sectors [17]. Summary by Sections 1. Industry Weekly Market Review - The Shenwan Automotive Index increased by 3% in the week of January 16-23, 2026, and by 9% over the month. The new energy vehicle index rose by 2% weekly and remained flat monthly, while the automotive parts index increased by 4% weekly and 15% monthly [8][9]. - Notable stocks with significant gains over the past month include Chaojie Co., Hengbo Co., and Wanxiang Qianchao, while stocks with notable declines include Haima Automobile and Aolian Electronics [10][11][13]. 2. Domestic Humanoid Robots - The humanoid robot market in China is rapidly expanding, with Utree achieving over 5,500 units shipped in 2025. Other companies like Zhiyuan also reported significant production numbers, indicating a shift towards mass production [15]. 3. Robotaxi Industry Acceleration - Cao Cao Mobility plans to deploy 100,000 fully customized Robotaxis by 2030, with ongoing trials for their second-generation models. This sector is seen as a critical application for AI technology [16]. 4. Investment Strategy and Recommendations - The report suggests focusing on companies that can leverage the growing demand for humanoid robots and recommends leading firms in electric motors and reducers. It also highlights the competitive landscape for passenger vehicles and suggests companies like Great Wall Motors and BYD for long-term investment [17].

Group 1 - The core viewpoint of the article is that Haoneng Co., Ltd. issued a stock trading risk warning to adequately inform the market about potential risks and protect investors' interests [2]

Group 1 - The company, Haoneng Co., Ltd., clarified that it does not hold shares in Zhongke Aerospace Co., Ltd. and has no investment relationship with this entity [2] - The company emphasized that specific customer information should be referenced from announcements published in designated information disclosure media [2]

Core Viewpoint - The company has strategically positioned itself in the aerospace components sector, focusing on high-end special valves and sheet metal products, and has initiated collaborations with commercial aerospace enterprises [1]. Group 1 - The company has made a forward-looking layout in the aerospace components field [1] - The main products include high-end special valves and sheet metal [1] - The company has engaged in communication and cooperation with enterprises related to commercial aerospace [1]

Core Viewpoint - Haoneng Co., Ltd. is leveraging its precision manufacturing technology in the automotive transmission components sector to expand into the robotics industry, specifically in high-precision reducers and joint drive assemblies [1] Group 1: Company Developments - The company has developed a series of products including high-precision planetary reducers and new types of high-precision cycloidal reducers [1] - Haoneng has engaged in business exchanges and collaborations with multiple enterprises in the fields of humanoid robots, robotic dogs, and exoskeletons [1]

Core Viewpoint - The company has developed a series of high-precision planetary and cycloidal reducers and is engaging in business exchanges and collaborations in the fields of humanoid robots, robotic dogs, and exoskeletons [1] Group 1 - The company has formed a series of products including high-precision planetary reducers and high-precision new cycloidal reducers [1] - The company is collaborating with multiple enterprises in various advanced technology sectors [1] - Specific customer information will be disclosed through the company's designated information disclosure media [1]

Group 1 - The company, Haoneng Co., Ltd. (603809), has engaged in communication and cooperation with enterprises related to commercial aerospace [1] - The commercial aerospace sector is currently in its early development stage, facing numerous uncertainties [1] - Specific customer information will be disclosed through the company's designated information disclosure media [1]