证券代码：300503 证券简称：昊志机电 公告编号：2025-085 广州市昊志机电股份有限公司 关于公司股东部分股份质押及解除质押的公告 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、误导性陈述或者重大遗漏。 广州市昊志机电股份有限公司（以下简称"公司"）持股 5%以上股东汤丽 君女士于 2024 年 9 月 13 日将其持有的公司股份 262 万股质押给广东省粤科融资 担保股份有限公司（以下简称"粤科担保"），具体内容详见公司于 2024 年 9 月 20 日在巨潮资讯网（www.cninfo.com.cn）披露的相关公告。 公司近日收到汤丽君女士的相关通知，（1）汤丽君女士质押给粤科担保的 262 万股已办理解除质押；（2）汤丽君女士持有的公司股份 185.20 万股被质押 给粤科担保。具体情况如下： 注：1、截至本公告披露日，公司总股本为 308,226,785 股。 2、本公告中数据差异系因四舍五入方式计算造成。 三、其他说明 （一）汤丽君女士本次部分股份质押及解除质押事项不存在负担重大资产重 组等业绩补偿义务。 | 股东名 | 是否为控股 股东或第一 | 本次质押 | ...

昊志机电公告称，持股5%以上股东汤丽君质押给粤科担保的262万股于2025年11月14日办理解除质押， 占其所持股份比例9.32%，占公司总股本比例0.85%。同日，其持有的185.20万股被质押给粤科担保，占 其所持股份比例6.59%，占公司总股本比例0.60%，质押起始日为2025年11月17日，用途为融资担保。 截至公告披露日，汤丽君累计被质押公司股份633.70万股，占其所持股份比例22.54%，占公司总股本比 例2.06%。该事项对公司无实质性影响，质押股份无平仓或被强制过户风险。 ...

Core Insights - The company emphasizes "independent innovation" as a fundamental aspect of its development, focusing on high-end precision manufacturing and continuously advancing in the field [2][3] R&D Investment - R&D is identified as the core competitive advantage, with investments of 96.35 million yuan, 108 million yuan, and 121 million yuan for 2022, 2023, and 2024 respectively, representing 9.99%, 10.75%, and 9.29% of revenue [3] - The company has achieved significant breakthroughs in key technologies such as high-precision encoder technology and ultra-precision processing, establishing a systematic and platform-based technical system [3] Business Focus and Growth - The company has become a "hidden champion" in the global electric spindle market, with spindle product sales ranking first worldwide for three consecutive years, contributing over 60% to revenue [5] - The synergy between the two main business directions—CNC machine core components and robotics—has created a virtuous cycle of technology sharing and market collaboration [5] Robotics Development - The company has developed all core components for humanoid robots, including harmonic reducers and low-voltage drives, with production capabilities of 150,000 harmonic reducers and 3,000 collaborative robots annually [6] - The company is positioned to achieve significant breakthroughs in humanoid robot core components by 2025, with small-scale sales already initiated with key clients [6] International Expansion - The acquisition of Swiss Infranor Group in 2020 has expanded the company's business layout in controllers and servo drives, facilitating a global strategy [7] - In the first half of 2025, overseas revenue reached 119 million yuan, accounting for 16.93% of total revenue, with plans to advance an integrated international strategy of "R&D + manufacturing + service" [7]

Core Insights - The article discusses how Chinese companies are seizing opportunities in the new technological revolution and industrial transformation, enhancing their independent innovation capabilities and striving for high-quality development [9] Group 1: Chihong Zinc and Germanium - Chihong Zinc and Germanium has transformed from a small mine into one of the world's most comprehensive companies in lead-zinc smelting and resource recovery [21] - The company focuses on "technological innovation, resource security, green low-carbon, and high-end transformation" to enhance traditional industries through intelligent upgrades and strategic extensions into high-value new materials [23] - Chihong Zinc and Germanium has achieved a significant increase in metal recovery rates and reduced smelting costs for zinc products for six consecutive years [21][22] Group 2: Haon Automotive Electronics - Haon Automotive Electronics has become a leader in intelligent perception technology, collaborating with major automotive manufacturers and AI giants [10][12] - The company aims to transition from a "follower" to a "technology leader" through strategic upgrades in its R&D center [17] - In the first half of this year, Haon Automotive Electronics held a market share of 27.3% in the domestic ultrasonic radar supplier market [15] Group 3: Mousse Co., Ltd. - Mousse Co., Ltd. has embraced AI technology since 2015, resulting in a revenue of 121 million yuan from AI products in the first half of this year, a year-on-year increase of over three times [11][39] - The company has transitioned from a traditional mattress seller to a promoter of healthy sleep culture, focusing on AI and brand expansion [42] - Mousse has invested significantly in R&D, with expenditures rising from 74 million yuan in 2019 to 205 million yuan in 2024, reflecting a compound annual growth rate of 22.6% [38]

Group 1 - The core point of the news is that Haoshi Electromechanical experienced a decline of 5.12% in its stock price, reaching 28.92 yuan per share, with a trading volume of 253 million yuan and a turnover rate of 3.53%, resulting in a total market capitalization of 8.914 billion yuan [1] - Haoshi Electromechanical, established on December 14, 2006, and listed on March 9, 2016, is located in Huangpu District, Guangzhou, Guangdong Province. The company specializes in the research, design, production, manufacturing, sales, and maintenance services of high-end CNC machine tools and robots, with its main business revenue entirely derived from general equipment manufacturing [1] Group 2 - From the perspective of the top ten circulating shareholders of Haoshi Electromechanical, E Fund's ETF, the E Fund National Robot Industry ETF (159530), increased its holdings by 5.3728 million shares in the third quarter, holding a total of 6.4035 million shares, which accounts for 2.66% of the circulating shares. The estimated floating loss today is approximately 9.9895 million yuan [2] - The E Fund National Robot Industry ETF (159530) was established on January 10, 2024, with a latest scale of 13.315 billion yuan. Year-to-date, it has achieved a return of 27.31%, ranking 2013 out of 4216 in its category; over the past year, it has returned 19.51%, ranking 1883 out of 3937; and since its inception, it has returned 47.69% [2] - The fund managers of the E Fund National Robot Industry ETF are Li Shujian and Li Xu. Li Shujian has a cumulative tenure of 2 years and 66 days, with a total fund asset scale of 20.057 billion yuan, achieving a best fund return of 106.33% and a worst return of -5.28% during his tenure. Li Xu has a cumulative tenure of 2 years and 353 days, with a total fund asset scale of 26.841 billion yuan, achieving a best fund return of 138.98% and a worst return of 1.37% during his tenure [2]

Core Insights - The core viewpoint of the article is that the frameless torque motor, a type of brushless permanent magnet synchronous motor, is experiencing significant growth in demand, particularly in the robotics sector, driven by its advantages in performance and efficiency [1][7]. Group 1: Overview of Frameless Torque Motors - Frameless torque motors consist of only two main components: the stator and rotor, eliminating the traditional motor casing, which allows for a high torque-to-volume ratio [1][2]. - The technology barriers for frameless torque motors mainly lie in magnetic circuit and process design, requiring high power output in low-voltage environments [2][4]. Group 2: Market Size and Growth - The market size for frameless torque motors in China is projected to grow from 30 million yuan in 2016 to 209 million yuan in 2024, achieving a compound annual growth rate (CAGR) of 27.5% [1][7]. - The demand for frameless torque motors is significantly driven by the commercialization of the downstream robotics industry [1][10]. Group 3: Competitive Landscape - The frameless torque motor market is characterized by a concentration of leading companies, with domestic manufacturers facing high technical barriers and relying heavily on imports for high-end products [1][9]. - Key domestic companies include Boke Co., Dazhong Electric, Weichuang Electric, and others, while notable international products come from companies like Kollmorgen and Parker [2][9]. Group 4: Applications in Robotics - Collaborative robots are the primary application area for frameless torque motors, accounting for approximately 70% of demand, with these motors making up about 10% of the total cost of collaborative robots [1][10]. - In humanoid robots, frameless torque motors are crucial for joint actuation, with their high torque density and rapid response enhancing robotic performance [1][12]. Group 5: Future Trends - The future development of frameless torque motors will focus on high performance and adaptability to various application scenarios, driven by ongoing technological advancements and increased R&D investment from domestic companies [1][16]. - The humanoid robot market is expected to see explosive growth, with global shipments projected to exceed 4,000 units in 2024, further increasing the demand for frameless torque motors [1][15].

Core Viewpoint - The company has developed a new energy recovery fuel cell air compressor, the DK-GF150-3.0T, which features several advanced characteristics including oil-free lubrication, high efficiency, high reliability, long lifespan, and strong vibration resistance [1] Group 1 - The DK-GF150-3.0T is equipped with a variable cross-section turbine energy recovery system that effectively recovers energy from the exhaust of the fuel cell stack [1] - The energy recovery ratio of the product exceeds 30%, indicating significant efficiency in energy utilization [1] - The product is currently in the testing and validation phase [1]

Core Viewpoint - The company, Haoshi Electromechanical (300503.SZ), currently does not have products in the energy storage sector but is closely monitoring market trends and plans to increase R&D investment to enhance its product offerings [1] Group 1 - The company has no existing products in the energy storage field [1] - The company will closely observe the development trends in the energy storage market [1] - The company intends to continuously increase R&D investment to diversify its product portfolio [1]

Core Viewpoint - The company has developed the DK-GF150-3.0T energy recovery type fuel cell air compressor, which is currently in the testing and validation phase, with a focus on its technological maturity and potential for mass production [2]. Group 1: Product Features - The DK-GF150-3.0T air compressor features oil-free lubrication, high efficiency, high reliability, long lifespan, and strong vibration resistance [2]. - It includes a variable cross-section turbine energy recovery system that effectively recovers energy from the exhaust of the fuel cell stack [2]. - The energy recovery ratio of the product exceeds 30% [2]. Group 2: Current Development Stage - The product is currently undergoing testing and validation, indicating that it has not yet reached mass production [2].

Core Viewpoint - The company currently does not have products in the energy storage sector but is closely monitoring market trends and plans to increase R&D investment to expand its product offerings [1] Group 1 - The company responded to an investor inquiry regarding its products in the energy storage field [1] - The company will continue to pay attention to the development trends in the energy storage market [1] - The company aims to enhance its research and development efforts to diversify its product portfolio [1]