Industry Overview - The Chinese industrial robot production is projected to reach 72,000 units in April 2025, representing a year-on-year growth of 51.5% [1] - Cumulative production of industrial robots in China from January to April 2025 is expected to be 221,000 units, with a cumulative growth of 34.1% [1] Companies Involved - Key listed companies in the industrial robot sector include: Robot (300024), Estun (002747), New Times (002527), Tosida (300607), Huichuan Technology (300124), Huazhong CNC (300161), Jasic Technology (300193), Yawen Co. (002559), Tosan Heavy Industry (001226), and Haozhi Electromechanical (300503) [1] Research Report - The report titled "Analysis of the Development Trends and Supply-Demand Situation of China's Industrial Robot Industry from 2025 to 2031" has been published by Zhiyan Consulting, a leading industry consulting firm in China [1] - Zhiyan Consulting has extensive experience in industry research, providing in-depth reports, business plans, feasibility studies, and customized services [1]

Core Viewpoint - Haoshi Electromechanical has shown a significant increase in stock price this year, but recent trading indicates a decline in the short term [1][2]. Group 1: Stock Performance - As of October 15, Haoshi Electromechanical's stock price increased by 2.13% to 28.29 CNY per share, with a trading volume of 1.27 billion CNY and a turnover rate of 1.89%, resulting in a total market capitalization of 8.72 billion CNY [1]. - Year-to-date, the stock price has risen by 49.94%, but it has decreased by 8.65% in the last five trading days and by 3.78% over the last 20 days [1]. - The company has appeared on the "Dragon and Tiger List" once this year, with the most recent appearance on August 25, where it recorded a net purchase of 263 million CNY [1]. Group 2: Financial Performance - For the first half of 2025, Haoshi Electromechanical reported a revenue of 703 million CNY, representing a year-on-year growth of 14.21%, and a net profit attributable to shareholders of 63.38 million CNY, which is a 15.41% increase compared to the previous year [2]. - The company has distributed a total of 100 million CNY in dividends since its A-share listing, with 16.22 million CNY distributed over the past three years [3]. Group 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, with an average of 5,563 circulating shares per person, an increase of 7.30% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fourth largest, holding 1.65 million shares, a decrease of 3.31 million shares from the previous period [3].

Core Viewpoint - The stock of Haoshi Electromechanical has experienced fluctuations, with a year-to-date increase of 51.43% but a recent decline in the last five trading days by 7.93% [1] Company Overview - 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, and sales of high-end CNC machine tools, robots, and core components of high-end equipment [1][2] - 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, up 15.41% year-on-year [2] - The company has distributed a total of 100 million yuan in dividends since its A-share listing, with cumulative distributions of 16.22 million yuan over the past three years [2] 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 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, with 1.0307 million shares as a new entrant [2] Market Activity - On October 14, Haoshi Electromechanical's stock price fell by 2.02%, trading at 28.57 yuan per share with a total transaction volume of 118 million yuan and a turnover rate of 1.69%. The total market capitalization stood at 8.805 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]

证券代码：300503 证券简称：昊志机电 公告编号：2025-076 广州市昊志机电股份有限公司 关于2024年限制性股票激励计划首次授予部分 第一个归属期第二批次归属结果暨股份上市的公告 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。 特别提示： （一）本次归属的限制性股票上市流通日：2025年10月15日 （二）本次归属股票数量：2.0400万股，占目前公司股本总额的0.01% （三）本次符合归属条件的激励对象人数：1人 （四）归属股票来源：公司向激励对象定向发行公司A股普通股 （五）本批次归属的限制性股票对象为董事，减持时将遵守董事的相关规定。 广州市昊志机电股份有限公司（以下简称"公司"）于2025年8月4日召开了 第五届董事会第十九次会议和第五届监事会第十九次会议，审议通过了《关于 2024年限制性股票激励计划首次授予部分第一个归属期归属条件成就的议案》， 其中董事韩守磊先生因个人原因暂缓办理，因此对2024年限制性股票激励计划第 一个归属期满足归属条件的94名激励对象分批次办理归属事宜，其中第一批次93 名激励对象归属数量共计213.3549万 ...

截至6月30日，昊志机电股东户数4.30万，较上期减少6.81%；人均流通股5563股，较上期增加7.30%。 2025年1月-6月，昊志机电实现营业收入7.03亿元，同比增长14.21%；归母净利润6338.24万元，同比增 长15.41%。 分红方面，昊志机电A股上市后累计派现1.00亿元。近三年，累计派现1622.19万元。 机构持仓方面，截止2025年6月30日，昊志机电十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股164.75万股，相比上期减少331.09万股。易方达国证机器人产业ETF（159530）位居第九 大流通股东，持股103.07万股，为新进股东。 责任编辑：小浪快报 资金流向方面，主力资金净流出997.56万元，特大单买入1058.95万元，占比13.73%，卖出260.45万元， 占比3.38%；大单买入2480.73万元，占比32.17%，卖出4276.78万元，占比55.47%。 昊志机电今年以来股价涨48.78%，近5个交易日跌8.36%，近20日跌3.11%，近60日涨29.43%。 今年以来昊志机电已经1次登上龙虎榜，最近一次登上龙虎榜为8月25日，当日龙虎榜 ...

Core Viewpoint - The stock of Haoshi Electromechanical has experienced fluctuations, with a recent decline of 2.02% and a year-to-date increase of 56.89% [1] Company Overview - Haoshi Electromechanical, established on December 14, 2006, and listed on March 9, 2016, is located in Guangzhou, Guangdong Province. The company specializes in the research, design, production, sales, and maintenance services of high-end equipment core components, including CNC machine tools and robots [1] - The main business revenue is derived entirely from general equipment manufacturing [1] 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, up 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] 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 circulating shares per person increased by 7.30% to 5,563 shares [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 1.6475 million shares, a decrease of 3.3109 million shares from the previous period. E Fund National Robot Industry ETF is a new shareholder, holding 1.0307 million shares [3] Market Activity - The stock has seen significant trading activity, with a recent trading volume of 249 million yuan and a turnover rate of 3.42%. The stock has been on the "Dragon and Tiger List" once this year, with a net purchase of 263 million yuan on August 25 [1]

Core Insights - The electric spindle market in China is projected to reach 5.677 billion yuan in 2024, with a year-on-year growth of 7.42% driven by the demand for high-precision and complex part processing in high-end manufacturing sectors such as aerospace, automotive, and electronics [1][6][7] - High-speed, high-precision, and high-power electric spindles have become the mainstream choice in the market, significantly enhancing the overall performance and processing capabilities of CNC machine tools [1][6] Industry Overview - Electric spindles integrate the spindle and motor of machine tools, eliminating the need for gearboxes and achieving a compact structure with advantages such as lightweight and good dynamic characteristics [2] - The electric spindle industry is closely linked to the overall development of the motor industry, which is expected to reach a market size of 798.758 billion yuan in 2024, growing by 0.98% [4] Market Size - The demand for electric spindles is expected to rise in tandem with the growth of the CNC machine tool market, which is projected to reach 432.5 billion yuan in 2024, with a year-on-year increase of 5.75% [6][7] Key Companies - Haozhi Electromechanical is a leading global player in the electric spindle market, with a focus on high-speed and precision grinding spindles, achieving a revenue of 703 million yuan in the first half of 2025, up 14.21% year-on-year [9] - Guojijiang Precision Engineering, part of the China National Machinery Industry Corporation, reported a revenue of 1.608 billion yuan in the first half of 2025, marking a 25.14% increase year-on-year [10] Industry Development Trends 1. **Accelerated Technological Iteration**: The industry is experiencing rapid technological advancements, enhancing product performance through new materials and smart technologies [11] 2. **Expansion of Application Fields**: The demand for electric spindles is growing in traditional sectors and emerging fields such as new energy vehicles and semiconductor equipment, creating new market opportunities [12] 3. **Integration of the Supply Chain**: The industry is moving towards deeper domestic substitution and integration, with leading companies enhancing their market positions through mergers and acquisitions [12]

Core Viewpoint - The company has initiated product development and market positioning in the charging robot sector, with testing completed and small-scale deliveries underway. However, this segment currently has a minimal impact on the overall performance of the company [1]. Group 1 - The company is actively engaged in research and development in the charging robot field [1]. - Testing of the charging robot products has been completed, and small-scale deliveries have begun [1]. - The impact of the charging robot business on the company's overall performance is currently small [1].

证券代码：300503 证券简称：昊志机电 公告编号：2025-075 广州市昊志机电股份有限公司 关于公司控股股东、实际控制人部分股份质押的公告 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"）近日收到控股股东、实 际控制人汤秀清先生的通知，获悉其所持有的部分公司股份被质押。具体情况如 下： | | 9,781.07 | 31.74 | 4,034.76 | 4,634.76 | 47.39 | 15.04 | 4,576.73 | 98.75 | 1,927.78 | 37.46 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 合计 | | | | | | | | | | | 注：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）汤秀清先生本次股份质押事项不存在负担重大资产重组等业绩补偿义 务。 （二）汤秀清先生本次股份质押事项与上市公司生产经营相关需求无关，不 会对上市公司生产经营、公司治理等产生实 ...

Core Insights - Haoshi Electromechanical has joined the CloudDevice Special Interest Group (CD SIG) as a core member, collaborating with over 20 organizations including Huawei and the Chinese Academy of Sciences to promote advanced applications in embodied intelligence and industrial automation [1][2] - The company has a strong technological foundation in core components for robotics, featuring an innovative business system labeled "N+1+3," which includes key components, collaborative robots, and three targeted application scenarios [1] Company Strategy - Haoshi Electromechanical aims to leverage three strategic layouts to seize industry development opportunities, focusing on creating integrated solutions for embodied intelligence robots [2] - The company is developing compact joint modules, innovative harmonic reducers, world-class six-dimensional force sensors, and advanced control systems, with samples already provided to leading robotics companies for testing [2] - By integrating into Huawei's CloudDevice ecosystem, Haoshi Electromechanical seeks to establish a closed loop of "hardware-platform-application" to facilitate data sharing and value co-creation [2] Market Position - The company is positioned to accelerate the localization of industrial robot core components in response to policy opportunities for large-scale equipment updates, aiming to break foreign technology monopolies and enhance the competitiveness of domestic robots [2]