Group 1 - The reducer sector is showing strong performance, with significant gains in various stocks [1] - Double Ring Transmission has reached the daily limit increase, indicating strong investor interest [1] - Other notable stocks with substantial gains include Fengli Intelligent, Haozhi Electromechanical, Haoneng Co., Ltd., Zhongchen Technology, Hongchang Technology, Wanliyang, and Zhaowei Electromechanical [1]

Group 1 - The core viewpoint of the news is that Haoshi Electromechanical has seen a significant increase in stock price, rising 5.05% to 33.89 CNY per share, with a total market capitalization of 10.445 billion CNY and a cumulative increase of 9.73% over the past five days [1] - Haoshi Electromechanical, established on December 14, 2006, and listed on March 9, 2016, specializes in the research, design, production, and sales of high-end CNC machine tools and core components for robots, with 100% of its revenue coming from general equipment manufacturing [1] - The trading volume for Haoshi Electromechanical reached 429 million CNY, with a turnover rate of 5.48% [1] Group 2 - Among the top ten circulating shareholders of Haoshi Electromechanical, E Fund's ETF for the robotics industry has entered the list, holding 1.0307 million shares, which is 0.43% of the circulating shares, and has gained approximately 1.68 million CNY in floating profit today [2] - The E Fund National Robotics Industry ETF (159530) has a current scale of 1.654 billion CNY and has achieved a return of 43.57% this year, ranking 712 out of 4222 in its category [2] - The fund managers, Li Shujian and Li Xu, have had significant performance, with Li Shujian achieving a best return of 95.13% during his tenure of 2 years and 10 days, while Li Xu has a best return of 122.74% over 2 years and 297 days [2]

证券代码：300503 证券简称：昊志机电 公告编号：2025-073 广州市昊志机电股份有限公司 关于公司开展融资租赁业务的进展公告 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。 一、交易进展概述 （一）广州市昊志机电股份有限公司（以下简称"公司"）分别于 2025 年 4 月 18 日和 2025 年 5 月 15 日召开第五届董事会第十六次会议和 2024 年年度股 东大会，审议通过了《关于拟开展融资租赁业务的议案》。本次拟开展融资租赁 交易的总额合计不超过人民币 30,000 万元，具体内容详见公司分别于 2025 年 4 月 22 日和 2025 年 5 月 16 日在巨潮资讯网（www.cninfo.com.cn）上披露的相关 公告。 （二）公司已分别与横琴华通金融租赁有限公司、远东国际融资租赁有限公 司以售后回租方式开展融资租赁业务，融资额度分别为人民币 3,000 万元、3,300 万元。具体内容详见公司分别于 2025 年 6 月 6 日、2025 年 9 月 4 日在巨潮资讯 网上披露的《关于开展融资租赁业务暨担保事项的进展公告》。 近 ...

Core Viewpoint - The stock of Haoshi Electromechanical has shown significant growth in 2023, with a year-to-date increase of 59.01%, indicating strong market performance and investor interest [1][2]. Company Overview - Haoshi Electromechanical, established on December 14, 2006, and listed on March 9, 2016, is based in Guangzhou, Guangdong Province. The company specializes in the research, design, production, sales, and maintenance of high-end equipment core components, including CNC machine tools and robots [1]. - The company's main business revenue is derived entirely from general equipment manufacturing, accounting for 100% of its income [1]. Financial Performance - For the first half of 2025, Haoshi Electromechanical reported a revenue of 703 million yuan, representing a year-on-year growth of 14.21%. The net profit attributable to shareholders was 63.38 million yuan, reflecting a 15.41% increase compared to the previous year [2]. - The company has distributed a total of 100 million yuan in dividends since its A-share listing, with 16.22 million yuan distributed over the last three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders for Haoshi Electromechanical was 43,000, a decrease of 6.81% from the previous period. The average number of circulating shares per shareholder increased by 7.30% to 5,563 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fourth largest, holding 1.6475 million shares, a decrease of 3.3109 million shares from the previous period. The E Fund National Robot Industry ETF is the ninth largest shareholder, with 1.0307 million shares, marking a new entry [3]. Market Activity - On September 10, 2023, Haoshi Electromechanical's stock price rose by 2.04%, reaching 30.00 yuan per share, with a trading volume of 245 million yuan and a turnover rate of 3.44%. The total market capitalization stood at 9.246 billion yuan [1]. - The stock has appeared on the "Dragon and Tiger List" once this year, with the most recent occurrence on August 25, where it recorded a net purchase of 263 million yuan [1].

Core Insights - The company has achieved significant advancements in the field of humanoid robot core components, transitioning from "catching up" to "leading" in technology, particularly in harmonic reducers, low-voltage drives, torque sensors, and encoders [1][2] Group 1: Technological Advancements - The company's harmonic reducer has nearly doubled the transmission accuracy compared to international mainstream products and reduced vibration levels by over 30%, meeting stringent requirements for high-end applications such as medical and chip manufacturing [1][2] - The company has successfully developed all core components in-house, surpassing international standards, thanks to its long-standing expertise in precision manufacturing from industrial mother machines [2] Group 2: Business Strategy - The company has established a vertical integration strategy in the robotics industry, forming an "N+1+3" structure, which includes core components, collaborative robots, and three business scenarios: beauty services, factory loading and unloading, and electric vehicle charging [3] - The company has initiated international expansion with seven sales companies and three factories in Europe and the U.S., aiming to position itself as a representative of high-end Chinese manufacturing [3] Group 3: Market Challenges and Recommendations - The current robotics core components sector faces issues such as outdated standards and a focus on marketing over technology, which hinders meeting high-end market demands [4] - There is a need for enhanced collaboration between software and hardware companies to avoid isolated development and better meet market needs [5]

Company Overview - Haoshi Electromechanical Co., Ltd. is located in Huangpu District, Guangzhou, Guangdong Province, and was established on December 14, 2006. The company was listed on March 9, 2016. Its main business involves the research, design, production, sales, and maintenance services of high-end CNC machine tools, robots, and core functional components of high-end equipment [1][2]. Financial Performance - For the first half of 2025, Haoshi Electromechanical achieved operating revenue of 703 million yuan, representing a year-on-year growth of 14.21%. The net profit attributable to the parent company was 63.38 million yuan, an increase of 15.41% year-on-year [2]. - Since its A-share listing, the company has distributed a total of 100 million yuan in dividends, with 16.22 million yuan distributed over the past three years [3]. Stock Performance - As of September 9, Haoshi Electromechanical's stock price was 29.41 yuan per share, with a market capitalization of 9.064 billion yuan. The stock has increased by 55.88% year-to-date, but has seen a decline of 4.61% over the past five trading days [1]. - The company has appeared on the "Dragon and Tiger List" once this year, with a net buy of 263 million yuan on August 25, accounting for 18.14% of total trading volume [1]. Shareholder Information - As of June 30, 2025, the number of shareholders was 43,000, a decrease of 6.81% from the previous period. The average number of circulating shares per person increased by 7.30% to 5,563 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fourth largest, holding 1.6475 million shares, a decrease of 3.3109 million shares from the previous period. The E Fund National Robot Industry ETF is the ninth largest shareholder, holding 1.0307 million shares as a new shareholder [3]. Industry Context - Haoshi Electromechanical operates within the mechanical equipment sector, specifically in general equipment and other general equipment categories. The company is associated with concepts such as sensors, artificial intelligence, Industry 4.0, servo systems, and automotive components [2].

Core Competitiveness - The company, Haoshi Electromechanical, is recognized as a national high-tech enterprise, with its business covering high-end CNC machine tools, robots, and core components for new energy vehicles [2] - Key competitive advantages include a strong focus on R&D, with over 9% of revenue invested in R&D over the past three years, and a team of nearly 400 experienced R&D personnel [2] - The company has established a comprehensive quality control system and possesses significant precision manufacturing capabilities, which enhances its product quality and competitiveness [2] Business Segment Development - The PCB spindle business is experiencing rapid growth in sales revenue, with continuous order fulfillment expected in the first half of 2025 [3] - The robot core component business reported sales revenue of 12.21 million yuan in the first half of 2025, a year-on-year increase of 27%, contributing 1.74% to the main business revenue [3] - The acquisition of Infranor Group in 2020 has enriched the product line and improved market layout, although sales revenue from Infranor's motion control products decreased by 18.60% year-on-year due to economic challenges in Europe [3] R&D and Future Planning - R&D investment is projected to remain above 9% from 2023 to the first half of 2025, focusing on CNC machine tools, robots, and new energy vehicle components [4] - The company has no current plans for further acquisitions and aims to extend its existing business segments [4] - The robot business is identified as a key growth area, with plans to increase its revenue share over the next three years [4]

Group 1: Company Overview and Core Competencies - The company focuses on high-end CNC machine tools, robots, and core components for new energy vehicles, with a strong emphasis on independent technological innovation and global advanced manufacturing services [3][4]. - R&D investment has consistently accounted for over 9% of revenue in the past three years, with nearly 400 R&D personnel contributing to technological advancements [3][10]. - The company has established a comprehensive product line, including over a hundred products across various categories such as spindles, servo motors, and hydrogen fuel cell compressors, enhancing its market resilience [4][5]. Group 2: Financial Performance and Growth - In the first half of 2025, spindle products generated sales revenue of 453.99 million yuan, a year-on-year increase of 27.17%, accounting for 64.56% of the main business revenue [5][6]. - The robot core component segment achieved sales revenue of 12.21 million yuan, also reflecting a 27% year-on-year growth, contributing 1.74% to the main business revenue [6][7]. Group 3: Technological Advancements - The company has made significant breakthroughs in harmonic reducer technology, achieving a 66.7% improvement in transmission accuracy and a 60% reduction in vibration peaks, enhancing product reliability [7][8]. - The self-developed harmonic reducers are expected to see increased sales due to their superior performance compared to international competitors [7][8]. Group 4: Market Challenges and Strategies - The acquisition of Swiss Infranor Group has expanded the company's product offerings but faced challenges due to a decline in sales revenue by 18.6% in the first half of 2025, primarily due to a weak European economy [8][9]. - The company is implementing strategies to improve sales performance, including enhancing supply chain integration and optimizing customer structures [9][11]. Group 5: Future Outlook and Risks - The company aims to increase the proportion of robot business revenue in the overall income through technological breakthroughs and market expansion over the next three years [10][11]. - Key risks include macroeconomic uncertainties, potential declines in gross margins, and intensified competition, with plans in place to mitigate these risks through product diversification and cost management [11][12].

Core Points - The company, Haozhi Electromechanical, announced a board meeting scheduled for September 9, 2024, to discuss the temporary use of idle raised funds for working capital [2] - The company plans to use 20 million yuan of idle funds from its 2020 private placement to supplement working capital, ensuring that the investment projects continue to progress normally [2] - The duration for using these funds is set to not exceed 12 months from the date of board approval, with a commitment to return the funds to the designated account by September 8, 2025 [2]

证券代码：300503 证券简称：昊志机电 公告编号：2025-072 广州市昊志机电股份有限公司 关于归还暂时补充流动资金的闲置募集资金的公告 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。 公司在使用部分闲置募集资金暂时补充流动资金期间，严格遵守《上市公 司募集资金监管规则》、《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》以及公司《募集资金管理制度》等相关规定。 2025 年 9 月 8 日，公司已将上述用于暂时补充流动资金的闲置募集资金 2,000 万元全部归还至公司募集资金专户，同时将上述募集资金的归还情况通知 了保荐机构及保荐代表人。 特此公告。 广州市昊志机电股份有限公司（以下简称"公司"）于 2024 年 9 月 9 日召 开第五届董事会第十二次会议和第五届监事会第十二次会议，审议通过了《关 于使用部分闲置募集资金暂时补充流动资金的议案》，同意公司在保证募集资 金投资项目建设正常推进的前提下，使用 2020 年度创业板向特定对象发行股票 项目的闲置募集资金 2,000 万元暂时补充流动资金，使用期限自董事会审议通 ...