Core Viewpoint - Hanwei Technology's stock has shown significant volatility, with a year-to-date increase of 138.76%, but a recent decline over the past 20 days of 15.31% [1][2]. Financial Performance - For the period from January to September 2025, Hanwei Technology achieved a revenue of 1.702 billion yuan, representing a year-on-year growth of 8.44%. The net profit attributable to shareholders was 84.843 million yuan, an increase of 6.33% year-on-year [2]. - The company has distributed a total of 239 million yuan in dividends since its A-share listing, with 9.481 million yuan distributed over the past three years [3]. Stock Market Activity - As of November 26, Hanwei Technology's stock price was 48.73 yuan per share, with a market capitalization of 15.956 billion yuan. The stock experienced a trading volume of 235 million yuan and a turnover rate of 1.73% [1]. - The stock has appeared on the "龙虎榜" (a list of stocks with significant trading activity) five times this year, with the most recent appearance on September 16, where it recorded a net buying of 374 million yuan [1]. Shareholder Structure - As of September 30, 2025, the number of shareholders increased to 79,400, with an average of 3,566 circulating shares per person, a decrease of 6.43% from the previous period [2]. - The top ten circulating shareholders include various funds, with notable changes in holdings, such as a decrease in shares held by Penghua Carbon Neutral Theme Mixed A and an increase by Hong Kong Central Clearing Limited [4].

二、交易进展情况 截至本公告披露日，汉威智源已完成工商变更登记备案手续，并取得了郑州 高新技术产业开发区市场监督管理局换发的《营业执照》。本次工商变更完成后， 公司不再持有汉威智源股权，汉威智源不再纳入公司合并范围。 三、备查文件 汉威智源《营业执照》。 特此公告。 汉威科技集团股份有限公司 关于控股子公司股权转让完成工商变更登记的公告 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。 一、基本情况概述 汉威科技集团股份有限公司（以下简称"公司"）于 2025 年 9 月 30 日召开 第六届董事会第二十三次会议和第六届监事会第十八次会议，并于 2025 年 10 月 16 日召开 2025 年第一次临时股东大会，审议通过了《关于拟出售郑州汉威智 源科技有限公司 65%股权的议案》，同意公司将郑州汉威智源科技有限公司（以 下简称"汉威智源"）65%股权以 43,986.475 万元的交易价格转让给郑州高新投 资控股集团有限公司。具体内容详见公司在巨潮资讯网（www.cninfo.com.cn） 上披露的相关公告。 证券代码：300007 证券简称：汉威科技 公告 ...

Group 1: Market Trends and Investment Opportunities - Multiple chip-related ETFs and AI-focused ETFs have been approved, indicating regulatory support for strategic emerging industries, which is expected to attract more capital into the market [1] - The 2026 A-share market outlook is optimistic, with expectations of a "confidence reassessment bull market" and a recovery in corporate earnings after a downward cycle from 2022 to 2024 [2][3] - Key sectors to watch include AI, semiconductor, and international cooperation, with potential for earnings to exceed expectations [2][3] Group 2: Robotics Industry Insights - 2026 is projected to be the year of mass production for domestic humanoid robots, with significant technological advancements and supply chain improvements [4][6] - Companies like Tesla and XPeng are making strides in humanoid robot development, with XPeng's new robot showcasing advanced technology and integration capabilities [5][6] - The IPO of Yushu, a notable player in the robotics sector, is expected to boost the industry and attract attention to its supply chain and strategic partnerships [6] Group 3: Electronic Skin Technology - Electronic skin technology is crucial for humanoid robots, enabling tactile perception and interaction, with various sensor types being explored [7][8] - The market for flexible tactile sensors is dominated by foreign companies, but domestic firms are rapidly closing the gap due to policy support and manufacturing capabilities [8][9] - Key companies in the electronic skin space include Fulei New Materials and Hanwei Technology, which are advancing their technologies and expanding production capabilities [9] Group 4: Solid-State Battery Development - The dry film formation process is becoming the mainstream method for solid-state battery production, offering advantages in cost and efficiency [10][11] - Various dry film formation technologies are being explored, each with unique benefits and suitable applications [11] - Investment recommendations focus on solid-state battery equipment suppliers and related technology firms, highlighting the growing importance of this sector [11]

Group 1 - The report highlights the ongoing transformation in the artificial intelligence (AI) industry, with significant advancements in AI models and increasing capital expenditures from cloud service providers, driving demand for AI computing hardware infrastructure [8][20][39] - The semiconductor industry is expected to continue its upward trend, with AI driving a potential super cycle in the memory sector, as domestic manufacturers enhance their competitive advantages in technology and supply chains [11][18][19] - The electronic industry has significantly outperformed the CSI 300 index, with a year-to-date increase of 38.35% compared to the CSI 300's 16.85% [18][19] Group 2 - Major cloud companies are increasing their capital expenditures, with North American cloud providers collectively spending $96.4 billion in Q3 2025, a 67% year-on-year increase, to support AI infrastructure [39][40] - The report emphasizes the rapid growth of AI server demand, with the global AI server market projected to reach $158.7 billion in 2025, reflecting a compound annual growth rate of 15.5% from 2024 to 2028 [51][53] - The report identifies key investment opportunities in sectors such as AI computing chips, AI PCBs, and memory modules, recommending specific companies for investment based on their market positions and growth potential [11][12][52]

Investment Rating - The report maintains an investment rating of "B" for the electronic skin industry, indicating a leading position in the market [1]. Core Insights - The electronic skin is a key tactile sensing system for humanoid robots, enabling them to interact with their environment through pressure and temperature sensing [13]. - The market for electronic skin is projected to reach $756 million by 2030, driven by the increasing demand for humanoid robots [4]. - The industry faces three major barriers: materials, manufacturing processes, and algorithms, which are critical for establishing competitive advantages [24][32]. Summary by Sections 1. Electronic Skin: Key to Humanoid Robot Interaction - Electronic skin mimics natural skin functions and is essential for humanoid robots to perceive their surroundings [13]. - The technology can be categorized into resistive, capacitive, and piezoelectric types, with resistive sensors being the most common in humanoid robots [2][21]. 2. Domestic Enterprises Accelerating Layout - Overseas companies dominate the high-end market, holding approximately 57.1% of the global flexible tactile sensor market share [4][41]. - Domestic companies are rapidly closing the technology gap, supported by favorable policies and manufacturing capabilities, with firms like Fulei New Materials and Hanwei Technology emerging as key players [5][46]. 3. Key Companies to Watch - Fulei New Materials has completed pilot production and is supplying small batches to leading clients in the dexterous hand sector [5]. - Hanwei Technology has established partnerships with nearly 30 robot manufacturers and is expanding its production capacity [5]. - Keli Sensor and other companies are also making strides in the electronic skin sector, focusing on multi-physical sensors and flexible tactile sensors [5][46].

（文章来源：证券日报） 证券日报网讯 11月20日晚间，汉威科技发布公告称，汉威科技集团股份有限公司（以下简称"公司"） 于2025年11月18日召开了2025年第二次临时股东大会，审议通过了《关于变更经营范围及修订的议 案》。根据相关规定，公司不再设置监事会、监事，由公司董事会审计委员会行使《公司法》规定的监 事会职权，《监事会议事规则》同步废止，公司各项规章制度中涉及监事会、监事的规定不再适用。公 司第六届监事会主席张艳丽女士、监事马松有先生、职工监事武勇超先生所担任的监事职务自然免除， 三位监事原定任期届满之日为2026年1月11日。本次监事职务自然免除后，张艳丽女士、马松有先生、 武勇超先生仍在公司担任其他职务。 ...

关于公司监事离任的公告 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。 汉威科技集团股份有限公司（以下简称"公司"）于 2025 年 11 月 18 日召 开了 2025 年第二次临时股东大会，审议通过了《关于变更经营范围及修订<公司 章程>的议案》。 根据《中华人民共和国公司法》《深圳证券交易所创业板股票上市规则》《深 圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》等相 关规定，公司不再设置监事会、监事，由公司董事会审计委员会行使《公司法》 规定的监事会职权，《监事会议事规则》同步废止，公司各项规章制度中涉及监 事会、监事的规定不再适用。公司第六届监事会主席张艳丽女士、监事马松有先 生、职工监事武勇超先生所担任的监事职务自然免除，三位监事原定任期届满之 日为 2026 年 1 月 11 日。本次监事职务自然免除后，张艳丽女士、马松有先生、 武勇超先生仍在公司担任其他职务。 截至本公告披露日，马松有先生、武勇超先生未持有公司股份，张艳丽女士 持有公司股份 1,395,000 股。离任后三人将继续严格遵守《深圳证券交易所上市 公司自律监管 ...

Group 1 - The core point of the article is that Hanwei Technology Group Co., Ltd. has won the bid for the procurement of combustible gas detectors from Sinopec Hydrogen Machinery (Wuhan) Co., Ltd. [1][2] - The procurement announcement was published on November 16, 2025, indicating the ongoing investment and development in hydrogen energy technology by Sinopec [1][2]. - Hanwei Technology Group has a significant presence in the market, having invested in 64 companies and participated in 2,384 bidding projects [1]. Group 2 - The procurement was specifically for the XZZQ-type combustible gas detector, highlighting the demand for safety equipment in the hydrogen energy sector [1]. - Hanwei Technology Group holds a substantial intellectual property portfolio, including 738 patents, which may enhance its competitive edge in the industry [1]. - The procurement took place in Hubei Province, indicating regional investment in hydrogen technology [2].

人民财讯11月19日电，企查查APP显示，近日，江苏汉威智联科技有限公司成立，注册资本1500万元， 经营范围包含：计算机软硬件及辅助设备零售；工业自动控制系统装置销售；物联网设备销售；信息技 术咨询服务等。企查查股权穿透显示，该公司由汉威科技（300007）等共同持股。 ...

2、公司于 2025 年 10 月 30 日刊登于巨潮资讯网（www.cninfo.com.cn）等 网站的《汉威科技集团股份有限公司第六届董事会第二十五次会议决议公告 （公告编号：2025-049）》（https://www.cninfo.com.cn/new/disclosure/detail?plat e=szse&orgId=9900008312&stockCode=300007&announcementId=1224764033&an nouncementTime=2025-10-30）； 3、公司于 2025 年 10 月 30 日刊登于巨潮资讯网（www.cninfo.com.cn）等 网站的《汉威科技集团股份有限公司第六届监事会第十九次会议决议公告（公 告编号：2025-050）》（https://www.cninfo.com.cn/new/disclosure/detail?plate=sz se&orgId=9900008312&stockCode=300007&announcementId=1224764034&announ cementTime=2025-10-30）； 广州市天河区天 ...