业务进展情况 在近期机构调研中，公司表示海外订单保持稳定增长，当前海外经销商数量已超过50家。2026年国内订 单呈现结构性特点，出口型家具制造商需求活跃，而定制家具相关需求仍较低；公司将继续聚焦海外市 场和出口客户。 经济观察网弘亚数控（002833）控股股东计划增持公司股份，同时公司股票期权激励计划已获通过，海 外市场订单保持稳定增长。 高管变动 公司控股股东李茂洪计划在未来六个月内增持公司股份，拟增持金额不低于3000万元且不超过6000万 元，增持不设价格区间，将根据市场情况择机实施。 公司状况 公司2025年股票期权激励计划已获股东大会审议通过，向191名激励对象授予1266万份股票期权，行权 价格为11.99元/股。该计划设定了2026年至2028年的业绩考核目标，以2025年为基数，营收或净利润增 长率分别不低于10%、20%、30%。 产品研发进展 AI技术已实际应用于数控钻智能软件系统，通过算法提升加工效率和板材利用率，并在生产自动化环 节发挥作用。 以上内容基于公开资料整理，不构成投资建议。 ...

Core Insights - Guangdong Province's Industrial and Information Technology Department has announced the second batch of "Robot+" typical application scenarios, with 25 benchmark cases selected, including Guangdong Xing Shi Robot Co., Ltd., a subsidiary of Hongya CNC, recognized for its four-axis rail robot application in furniture manufacturing [1] Group 1: Company Developments - Hongya CNC is a leading enterprise in the custom furniture machinery equipment sector, actively expanding its operations beyond equipment manufacturing to capture the trend of flexible, personalized, and intelligent transformation in the downstream furniture industry [2] - The strategic investment in Tongchuan Technology focuses on the localization and high-performance breakthroughs in precision transmission components for robots, marking a shift from terminal equipment manufacturing to core component development [2] - Xing Shi Robot serves as a key platform for the "Robot+" application strategy, integrating Hongya CNC's expertise in furniture manufacturing with new technologies in robot motion control and integration [2] Group 2: Product Innovations - The selected solution by Xing Shi Robot addresses long-standing issues in traditional custom furniture production, such as high reliance on manual labor, fluctuating production efficiency, low space utilization, and inconsistent quality [3] - The four-axis rail robot features an array vertical layout for high-density storage and intelligent scheduling, while the four-axis column labeling robot is the world's first integrated device for loading, labeling, and feeding, significantly reducing production cycle times [3] - The innovative "one-person line" intelligent solution automates the entire process from material preparation to sorting, providing a cost-effective upgrade path for small and medium-sized enterprises [3] Group 3: Market and Policy Implications - The recognition of Xing Shi Robot's application scenario opens new growth opportunities and enhances brand influence, supported by provincial policies that promote the "Robot+" application initiative [6] - The macro policy environment, including the goal of doubling the density of manufacturing robots, creates favorable conditions for automation and intelligent transformation across various sectors, including furniture [6] - Hongya CNC's incubation of Xing Shi Robot and its official recognition signal a strategic shift towards becoming a smart manufacturing system solution provider, which may reshape the company's growth logic and valuation as intelligent solution revenue increases [6]

南财智讯2月3日电，弘亚数控在投资者关系活动中表示，国内订单需求呈现结构性特点：面向出口家具 制造商的客户订单活跃度较高，尤其在山东、福建、广东、浙江等外贸集中区域已显现回暖迹象；而与 定制家具关联度较高的客户需求仍处于市场低位。 ...

证券简称：弘亚数控 证券代码：002833 转债简称：弘亚转债 转债代码：127041 广州弘亚数控机械集团股份有限公司 投资者关系活动记录表 编号：20260203 投资者关系活 动类别 特定对象调研 媒体采访 新闻发布会 现场参观 分析师会议 业绩说明会 路演活动 其他 电话会议 参与单位名称 及人员姓名 兴业证券、华创证券、天风证券、博时基金、融通基金、瑞天 基金、珠江人寿、磐泽资产、第一创业证券、华能贵诚信托有 限公司、博普资产、国联民生证券 时间 2026 年 2 月 2 日 10:00 | 2026 年 2 月 3 日 14:00 地点 德弘重工产业基地、弘亚数控总部会议室 上市公司 接待人员姓名 李茂洪 董事长、总经理 莫晨晓 副总经理、董事会秘书 马 涵 证券部副总监 投资者关系活 动主要内容介 绍 一、参观环节 公司副总经理、董事会秘书莫晨晓先生带投资者参观佛山 顺德基地，了解德弘重工前端结构件加工制造及家具机械装 配、星石机器人项目等公司新产品及新生产基地情况。 二、交流环节 公司董事长李茂洪先生及副总经理、董事会秘书莫晨晓先 生与投资者进行了深入的交流。 Q：公司近期推出股票期权激励计划 ...

Core Insights - The article highlights the top 20 stocks in the S&P China A-Share Dividend Opportunity Index (CSPSADRP) based on their daily and year-to-date performance as of January 30, 2026, showcasing significant price movements and dividend yields [1][5]. Group 1: Stock Performance - China Gold (600916.SH) leads with a daily increase of 8.74% and a year-to-date increase of 80.12%, with a dividend yield of 2.59% [1][5]. - Jian Sheng Group (603558.SH) follows with a daily rise of 4.01% and a year-to-date increase of 6.23%, offering a dividend yield of 4.91% [1][5]. - China National Foreign Trade Transportation Group (601598.SH) shows a daily increase of 3.10% but a year-to-date decline of 1.32%, with a dividend yield of 5.00% [1][5]. Group 2: Dividend Yields - The average dividend yield for the index is reported at 4.76%, with an expected price-to-earnings ratio of 11.07 times [2]. - Notable dividend yields include Semir Apparel (002563.SZ) at 9.12% and China Shenhua Energy (601088.SH) at 7.83% [1][5]. Group 3: Market Signals - The article mentions the formation of a MACD golden cross signal, indicating positive momentum for the stocks listed [4][8].

Group 1 - The article highlights the top 20 stocks in the S&P China A-Share Dividend Opportunity Index (CSPSADRP) based on their daily and year-to-date performance as of January 27, 2026 [1][5] - China Gold (600916.SH) leads with a daily increase of 9.96% and a year-to-date increase of 36.81%, with a dividend yield of 3.45% [1][5] - Aotewei (688516.SH) shows a remarkable year-to-date increase of 120.95%, with a daily increase of 9.81% and a dividend yield of 2.31% [1][5] Group 2 - The index's historical price-to-earnings ratio is reported at 4.76%, with an expected price-to-earnings ratio of 11.07 [2] - The dividend yield for the index over the past 12 months is noted as 1.34 times, indicating a strong return for investors [2] - The article mentions the formation of a MACD golden cross signal, suggesting positive momentum for the stocks listed [4][8]

Group 1 - The article highlights the top 20 stocks in the S&P China A-Share Dividend Opportunities Index (CSPSADRP) as of January 23, 2026, showcasing significant price increases and dividend yields [1][11]. - The stock with the highest daily increase is Aotaiwei (688516.CH) at 20.00%, with a year-to-date increase of 98.87% and a dividend yield of 2.80% [1][11]. - Other notable stocks include China Gold (600916.SH) with a daily increase of 10.02% and a year-to-date increase of 13.13%, and Weichai Power (000338.SZ) with a year-to-date increase of 36.63% [1][11]. Group 2 - The fundamental metrics of the index include a historical price-to-earnings ratio of 11.07 times, a price-to-book ratio of 1.34 times, and an expected dividend yield of 4.76% [3][12]. - The index consists of 1009 constituent stocks, with adjustments made biannually in January and July, ensuring no single stock exceeds 3% weight and no GICS sector exceeds 33% weight [4][13].

北京│上海│深圳│杭州│广州│昆明│天津│成都│宁波│福州│西安│南京│南宁│济南│重庆│苏州│长沙│太原│武汉│贵阳│乌鲁木齐│郑州│石家庄│合肥│ 海南│青岛│南昌│大连│银川│拉孜│香港│巴黎│马德里│斯德哥尔摩│纽约│马来西亚│柬埔寨 BEIJING│SHANGHAI│SHENZHEN│HANGZHOU│GUANGZHOU│KUNMING│TIANJIN│CHENGDU│NINGBO│FUZHOU│XI'AN│NANJING│NANNING│JINAN│CHONGQING│SUZHOU│ CHANGSHA│AIYUAN│WUHAN│GUIYANG│URUMQI│ZHENGZHOU│SHIJIAZHUANG│HEFEI│HAINAN│QINGDAO│NANCHANG│DALIAN│YINCHUAN│LHATSE│HONGKONG│PARIS│ MADRID│STOCKHOLM│NEWYORK│MALAYSIA│CAMBODIA 国浩律师（深圳）事务所 关于广州弘亚数控机械集团股份有限公司 2026 年第一次临时股东会之 法律意见书 GLG/SZ/A2433/FY/2026-035 致：广州弘亚数控机械集 ...

2026 年第一次临时股东会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 1、本次股东会未出现否决议案的情形。 2、本次股东会未涉及变更以往股东会已通过的决议。 | | | 广州弘亚数控机械集团股份有限公司 一、会议召开和出席情况 （一）会议召开情况 1．会议召开时间： 现场会议：2026 年 1 月 23 日 14:45； 通过深圳证券交易所互联网投票系统投票：2026 年 1 月 23 日 9:15—15:00 期间的任意时间； 通过深圳证券交易所交易系统进行网络投票：2026 年 1 月 23 日交易时间， 即 9:15—9:25，9:30—11:30 和 13:00—15:00。 2．现场会议召开地点：广州市黄埔区瑞祥大街 81 号公司 10 楼会议室。 3．投票方式：本次会议采取现场投票与网络投票相结合的方式召开。 本次股东会通过深圳证券交易所交易系统和互联网投票系统向全体股东提供 网络形式的投票平台。 4．会议召集人和主持人：公司第五届董事会召集，董事长李茂洪先生主持。 5．本次会议符合有关法律、行政法规、部门规章、规范性文 ...

Group 1 - The article highlights the top 20 stocks in the S&P China A-Share Dividend Opportunity Index (CSPSADRP) based on their daily and year-to-date performance as of January 22, 2026 [1][5] - The stock "奥特维" (code: 688516.SH) leads with a daily increase of 14.41% and a year-to-date increase of 65.73%, with a dividend yield of 3.21% [1][5] - Other notable performers include "九丰能源" (code: 605090.SH) with a daily increase of 5.95% and a year-to-date increase of 21.51%, and "中国海滩" (code: 600938.SH) with a daily increase of 4.12% and a year-to-date increase of 5.43% [1][5] Group 2 - The overall dividend yield for the index is reported at 4.76%, with a historical price-to-earnings (P/E) ratio of 11.75 times and an expected P/E ratio of 11.07 times [2] - The data indicates a positive trend in stock performance, with several companies showing significant year-to-date gains, suggesting a favorable investment environment [4][8]