中国经济网北京10月27日讯 汉威科技(300007.SZ)近日披露了关于公司筹划境外发行股份（H股） 并在香港联合交易所有限公司上市的提示性公告。 公司为深化全球战略布局，加快海外业务发展，提升国际品牌知名度，同时打造多元化资本运作平 台，进一步提高公司资本实力和综合竞争力，公司拟筹划境外发行股份（H股）并申请在香港联合交易 所有限公司（以下简称"香港联交所"）主板挂牌上市（以下简称"本次发行H股并上市"）。公司正在与 相关中介机构就本次发行H股并上市的相关工作进行商讨，关于本次发行H股并上市的细节尚未确定。 待确定具体方案后，本次发行H股并上市尚需提交公司董事会和股东大会审议，并需取得中国证券 监督管理委员会和香港联交所等相关政府机构、监管机构备案、批准或核准。本次发行H股并上市能否 通过审议、备案和审核程序并最终实施具有较大不确定性。 深交所创业板公司管理部2020年3月公布的创业板监管函（〔2020〕第45号）显示，当事人任红 军、钟超作为汉威科技持股5%以上股东及一致行动人，于2015年5月20日至2020年1月2日期间，通过深 交所证券交易系统合计减持汉威科技6.71%股份，其中截至2018年3月 ...

Core Insights - The establishment of the Embodied Intelligence Special Committee in Henan Province marks a significant step in promoting research and development in the fields of intelligent manufacturing, robotics, and artificial intelligence [1] Group 1: Committee Formation - The Embodied Intelligence Special Committee was inaugurated during a seminar held in Zhengdong New District, Zhengzhou [1] - The committee is led by the Zhongyu Embodied Intelligence Laboratory and includes collaboration from universities, research institutions, application units, and quality enterprises within and outside Henan Province [1] - Key figures in the committee include Li Qingdu as President and Zhou Chuangchuang as Secretary-General, with Cao Xiangyang serving as Vice President [1] Group 2: Member Institutions - Member units of the committee include Zhengzhou University and Hanwei Technology Group Co., Ltd., among others [1]

Core Viewpoint - Hanwei Technology's stock has shown significant volatility and growth, with a year-to-date increase of 168.69% and a recent drop of 21.42% over the past 20 days [1][2]. Financial Performance - For the first half of 2025, Hanwei Technology reported a revenue of 1.177 billion yuan, representing a year-on-year growth of 5.67%, and a net profit attributable to shareholders of 59.073 million yuan, up 14.47% [2]. - The company has distributed a total of 239 million yuan in dividends since its A-share listing, with 94.8185 million yuan distributed over the last three years [3]. Stock Market Activity - As of October 24, Hanwei Technology's stock price was 54.84 yuan per share, with a market capitalization of 17.957 billion yuan [1]. - The stock has experienced a trading volume of 255 million yuan on the same day, with a turnover rate of 1.65% [1]. - The company has appeared on the "Dragon and Tiger List" five times this year, with the most recent instance on September 16, where it recorded a net purchase of 374 million yuan [1]. Shareholder Structure - As of June 30, 2025, Hanwei Technology had 74,300 shareholders, an increase of 18.45% from the previous period, with an average of 3,811 circulating shares per shareholder, down 15.57% [2]. - The top ten circulating shareholders include various mutual funds, with notable changes in their holdings, such as a decrease of 210,000 shares for Penghua Carbon Neutral Theme Mixed A [3].

Group 1 - The 27th China International Gas and Heating Technology and Equipment Exhibition, themed "Smart Gas Empowering Silk Road Development," commenced at the Hainan International Convention and Exhibition Center, attracting numerous domestic and international gas industry enterprises [1] - Hanwei Technology Group showcased its leading gas safety and measurement solutions, featuring three major product series: perception, monitoring, and measurement, which garnered significant attention from clients and media [3][5] Group 2 - Hanwei Technology Group's gas safety monitoring sensor series, including chemical, laser, infrared, and thermal imaging gas sensors, demonstrates industry-leading advantages with a complete control over the entire supply chain from sensitive materials to sensor packaging [5] - The home gas alarm product matrix includes standout models such as the laser version and infrared battery version, which offer rapid detection of gas leaks, smart alarms, and convenient installation, making them suitable for older residential areas [10] - The gas inspection series integrates advanced technologies like laser sensing, gas cloud imaging, and AI, providing diverse options for gas inspections and enhancing the level of intelligence in monitoring [12] Group 3 - The smart gas monitoring management platform, centered on advanced intelligent sensing terminals, allows continuous monitoring and intelligent control of gas and pressure indicators, covering the entire gas supply chain, and has gained favor among gas industry clients [14] - The ultrasonic gas meter, utilizing advanced ultrasonic sensing technology, features a combination of measurement, safety, and intelligence, representing a significant direction for upgrades in the gas measurement industry [15] - During the exhibition, Hanwei Technology Group signed a strategic cooperation agreement with Hainan Minsheng Pipeline Gas Co., Ltd., aiming to leverage Hainan's geographical advantages and free trade port policies to jointly explore new overseas markets [17]

Investment Rating - The report maintains a "Recommended" investment rating for the mechanical industry [6]. Core Insights - The mechanical industry is experiencing steady growth, particularly in the low-altitude economy and machinery sectors, supported by policy initiatives and technological advancements [3][4]. - The report highlights a significant increase in excavator sales, with a total of 19,858 units sold in September 2025, marking a year-on-year growth of 25.4%, including a domestic sales increase of 21.5% and an export increase of 29% [3]. Weekly Market Review - From October 13 to October 17, 2025, the Shanghai Composite Index decreased by 1.47%, while the ShenZhen Component Index and the ChiNext Index fell by 4.99% and 5.71%, respectively. The Shenwan Mechanical Equipment Index dropped by 5.84%, underperforming the CSI 300 Index by 3.62 percentage points, ranking 27th among 31 Shenwan first-level industries [11]. - Within sub-sectors, the performance varied, with general equipment down by 5.62%, specialized equipment down by 5.74%, rail transit equipment II down by 2.22%, engineering machinery down by 3.04%, and automation equipment down by 9.06% [11]. Key Sector Tracking - **Low-altitude Economy**: The Suzhou Development and Reform Commission released a dual list of capabilities and demands for the low-altitude economy, indicating strong local enterprise involvement in aircraft development and operations [3]. - **Machinery Equipment**: The report emphasizes the competitive advantage of domestic leading enterprises in both supply and demand, with a positive outlook for the engineering machinery sector [3]. Investment Recommendations - For the low-altitude economy, recommended companies include Deep City Transportation, Sujiao Science and Technology, Huasheng Group, and Nairui Radar. In the complete machine sector, focus on Wan Feng Ao Wei, Yihang Intelligent, Zongheng Co., and Green Energy Hui Charge. Key component manufacturers include Zongshen Power, Wolong Electric Drive, Yingliu Co., and Yingboer. In air traffic management and operations, consider CITIC Heli, Zhongke Xingtu, and Sichuan Jiuzhou [4]. - In the machinery equipment sector, recommended companies include Juxing Technology, Quan Feng Holdings, and Nine Company for the export chain, and Sany Heavy Industry, XCMG, and Anhui Heli for engineering machinery [4]. Economic Data Tracking - The report tracks various economic indicators, including the manufacturing PMI and fixed asset investment completion rates, which provide insights into the overall health of the manufacturing sector [40][44].

Group 1 - The core viewpoint of the news is that Hanwei Technology has shown significant stock performance and strong financial results, indicating potential investment opportunities [1][2][3] - As of October 21, Hanwei Technology's stock price increased by 2.06% to 55.42 CNY per share, with a total market capitalization of 18.147 billion CNY [1] - The company has experienced a year-to-date stock price increase of 171.53%, with notable gains over various time frames: 3.94% in the last 5 trading days, 2.44% in the last 20 days, and 26.33% in the last 60 days [1] Group 2 - Hanwei Technology's main business includes the research, production, and sales of gas sensors, gas detection instruments, and monitoring systems, with a revenue composition of 40.56% from smart instruments, 26.75% from comprehensive solutions, 15.95% from sensors, and 15.28% from public utilities [2] - The company has been listed since October 30, 2009, and is categorized under the mechanical equipment industry, specifically in general equipment and instruments [2] - As of June 30, 2025, Hanwei Technology reported a revenue of 1.177 billion CNY, a year-on-year increase of 5.67%, and a net profit attributable to shareholders of 59.073 million CNY, up 14.47% year-on-year [2] Group 3 - Hanwei Technology has distributed a total of 239 million CNY in dividends since its A-share listing, with 9.481 million CNY distributed in the last three years [3] - As of June 30, 2025, the top ten circulating shareholders include various funds, with notable changes in holdings among them, such as a decrease of 210,000 shares for Penghua Carbon Neutral Theme Mixed A and an increase of 186,750 shares for Yongying Advanced Manufacturing Selected Mixed A [3]

Core Insights - Hanwei Technology (300007.SZ) is actively pursuing capital expansion, including acquiring a controlling stake in Chongqing Stabao Technology Co., Ltd. for over 45.97 million yuan [2][4] - The company plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance its global strategy and brand recognition [3][6] - Hanwei Technology's revenue for the first half of 2025 reached 1.177 billion yuan, a year-on-year increase of 5.67%, with net profit of 59.07 million yuan, up 14.47% [3][7] Investment in Chongqing Stabao - Hanwei Technology will invest approximately 27.98 million yuan to acquire 25.699% of Chongqing Stabao and an additional 18 million yuan for capital increase, resulting in a total investment of 45.976 million yuan [4][5] - After the transaction, Hanwei will hold 35.39% of Chongqing Stabao, and together with its partners, will control 52.72% of the company [4] - Chongqing Stabao has established the first domestic production line for thin-film platinum thermal sensitive chips, with an annual capacity of 10 million units, addressing the domestic market's reliance on imports [4][5] Strategic Goals and Market Position - The acquisition aims to strengthen Hanwei's position in the high-end temperature sensor market and enhance its competitive edge [2][5] - The thin-film platinum thermal sensitive chip is crucial for various applications, including automotive, home appliances, and healthcare, indicating a growing market demand [5] - Hanwei Technology's overseas revenue reached 52.48 million yuan with a gross margin of 54.42%, reflecting a year-on-year increase of 5.32 percentage points [3][8] Global Expansion Plans - The company is initiating plans for an H-share issuance to deepen its global strategy and accelerate overseas business development [3][6] - Hanwei has established subsidiaries in Singapore and Malaysia to further expand its international market presence [7] - The company aims to create a diversified capital operation platform to enhance its capital strength and overall competitiveness [3][6]

Group 1 - Company Silan Microelectronics plans to invest 20 billion yuan in the construction of a 12-inch high-end analog integrated circuit chip manufacturing production line project, with a total planned capacity of 45000 wafers per month [1] - The project will be implemented in two phases, aiming to achieve an annual production capacity of 540000 wafers after completion [1] Group 2 - Nvidia CEO Jensen Huang will attend the APEC Business Leaders Summit in South Korea and is expected to meet with executives from Samsung and SK Hynix to discuss high bandwidth memory supply and AI collaboration opportunities [2] - Huang stated that Nvidia's market share in high-end chips in China has dropped from 95% to 0% due to U.S. export controls, and he hopes to return to the Chinese market [3] Group 3 - China's meteorological sounding system has upgraded to the Beidou sounding system, achieving over 99% accuracy in atmospheric observation data, marking a significant advancement in high-altitude meteorological observation [6] - The Beidou sounding system has established 353 receiving stations nationwide, with 131 sounding stations accounting for 12% of the global total [6] Group 4 - The user base for generative AI in China reached 515 million by June 2025, with a penetration rate of 36.5%, showing significant growth in the user demographic [7] - Over 90% of users prefer domestic AI models, and China leads the world in AI patent applications, accounting for 38.58% of the global total [7] Group 5 - Cambrian Technology reported a third-quarter revenue of 1.727 billion yuan, a year-on-year increase of 1332.52%, and a net profit of 567 million yuan [8] - The company’s revenue for the first three quarters reached 4.607 billion yuan, with a year-on-year growth of 2386.38% [8] Group 6 - GoerTek announced the termination of a planned acquisition of Mega Precision Technology and Channel Well Industrial for approximately 10.4 billion HKD due to a lack of agreement on key terms [9] - The termination was mutually agreed upon and will not adversely affect the company's financial performance [9] Group 7 - Amsung Electronics signed a strategic cooperation agreement with Sichuan Development Leading Capital to promote high-quality development in aerospace and satellite industries [10] - The collaboration aims to optimize market strategies and explore new opportunities in various sectors, including communication navigation and satellite internet [10] Group 8 - Hanwei Technology plans to acquire a 25.699% stake in Chongqing Stabao for approximately 27.98 million yuan and will also invest 18 million yuan for further capital increase [11] - After the transaction, Hanwei will hold 35.39% of Stabao, which has established the first domestic production line for 10 million film platinum temperature-sensitive chips annually [12] Group 9 - Jingwei Technology intends to acquire 100% of Zhongxing System for 850 million yuan, entering the private network communication field [13] - The acquisition is expected to create significant synergies with Jingwei's recent strategic layout in the semiconductor sector [13] Group 10 - Yitian Intelligent has established a fund that has acquired 77.4% of a company specializing in AI computing power services, with related orders amounting to 10-11 billion yuan [14] - The fund's total size is 2 billion yuan, with Yitian and its affiliates contributing 998 million yuan [14] Group 11 - Hikvision reported a 14.94% year-on-year increase in net profit for the first three quarters, reaching 9.319 billion yuan, with total revenue of 65.758 billion yuan [15] - The third-quarter revenue was 23.94 billion yuan, reflecting a 0.66% year-on-year growth [15] Group 12 - Jingjia Micro signed a strategic cooperation agreement with Jilin University Zhengyuan to develop integration solutions for its GPU products [16] - The collaboration will focus on optimizing compatibility and computing power scheduling for security and virtualization products [16] Group 13 - Yongmota signed a strategic cooperation framework agreement with a leading humanoid robot company to jointly develop cost-effective intelligent robot actuators and joint components [17] - The agreement aims to leverage both parties' strengths to explore deeper collaboration in the robotics field [17]

早 报 精 选 4、财政部等三部门：11月1日起纳税人销售自产的利用海上风力生产的电力产品，增值税即征即退50%。 5、士兰微：拟200亿元共同投建12英寸高端模拟集成电路芯片制造生产线项目。 宏 观 新 闻 1、 中国共产党第二十届中央委员会第四次全体会议将于10月20日至23日在北京召开。主要议程：中共中央政治局向中央委员会报 告工作，研究关于制定国民经济和社会发展第十五个五年规划的建议。会议分析研究当前经济形势，部署下半年经济工作。 2、北京时间10月18日上午，中美经贸中方牵头人、国务院副总理何立峰与美方牵头人、美国财政部长贝森特和贸易代表格里尔举行 视频通话，双方围绕落实今年以来两国元首历次通话重要共识，就双边经贸关系中的重要问题进行了坦诚、深入、建设性的交流，同 意尽快举行新一轮中美经贸磋商。 3、为巩固拓展经济回升向好势头，财政部宣布采取两项措施：近期，中央财政从地方政府债务结存限额中安排5000亿元下达地方， 规模较上年增加1000亿元，支持范围亦有拓展；同时，财政部明确今年将提前下达2026年新增地方政府债务限额。 5、中国互联网络信息中心在2025（第六届）中国互联网基础资源大会上发布《生 ...

Core Viewpoint - Hanwei Technology plans to acquire a 25.699% stake in Chongqing Stabao for approximately 27.976 million yuan and invest an additional 18 million yuan, increasing its total stake to 35.39% and forming a combined holding of 52.72% with other shareholders, which will allow Chongqing Stabao to be included in Hanwei's consolidated financial statements [1][2] Group 1 - Chongqing Stabao is a supplier of film platinum resistance temperature sensors, having established the first domestic production line with an annual capacity of 10 million units, achieving high localization and automation levels, and breaking the long-standing foreign monopoly in high-end temperature sensor core components [1] - The production line is capable of flexible research and development, allowing for the expansion into various products such as flexible platinum resistance temperature sensors, temperature and humidity sensor chips, and pressure chips [1] - The company has launched multiple models of film platinum resistance temperature sensors that are widely used in industries such as industrial instruments, home appliances, medical electronics, new energy vehicles, and aerospace, achieving commercial mass production and gaining user recognition [2] Group 2 - Hanwei Technology aims to enhance its competitiveness and industry influence in the high-end temperature sensor market through this investment, integrating its sales system with Chongqing Stabao to better understand market demands and align product development with market needs [2] - The collaboration will involve deep integration in sales, marketing, product, and customer resources, aiming to reduce operational costs and improve overall business efficiency [2] - This investment is expected to promote synergistic development between Hanwei Technology and Chongqing Stabao, aligning with the company's long-term strategic layout [2]