关于向特定对象发行股票限售股份解除限售上市流通的提 示性公告 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。 特别提示： 1、本次解除限售股份为宁波横河精密工业股份有限公司（以下简称"公司" 或"横河精密"）向特定对象发行的股票，解除限售的股份数量为 45,300,462 股，占公司股份总额的 16.90%，实际可上市流通的数量为 45,300,462 股，占公 司股份总额的 16.90%。 2、本次限售股份可上市流通日为 2026 年 2 月 24 日（星期二）。 一、向特定对象发行股票概况 1、本次申请解除限售股份的取得情况 证券代码：300539 证券简称：横河精密 公告编号：2026-003 宁波横河精密工业股份有限公司 3、本次申请解除股份限售的股东不存在非经营性占用公司资金的情形，公 司对上述股东不存在违规担保。 三、本次解除限售股份的上市流通安排 1、本次解除限售股份的上市流通日期为 2026 年 2 月 24 日（星期二）。 经中国证券监督管理委员会《关于同意宁波横河精密工业股份有限公司向特 定对象发行股票注册的批复》（证监许可[2025]47 ...

国投证券股份有限公司 关于宁波横河精密工业股份有限公司向特定对象发行股票 限售股份解除限售上市流通的 核查意见 国投证券股份有限公司（以下简称"国投证券"或"保荐机构"）作为宁波 横河精密工业股份有限公司（以下简称"横河精密"或"公司"）向特定对象发 行股票并在创业板上市及持续督导的保荐机构，根据《证券发行上市保荐业务管 理办法》《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》《深圳证券交易所上市公司自律 监管指引第 13 号—保荐业务》等有关法律法规的规定，对本次横河精密向特定 对象发行股票限售股份解除限售上市流通事项进行了核查。核查的具体情况及核 查意见如下： 一、向特定对象发行股票及相关股本变动情况 1、本次申请解除限售股份的取得情况 经中国证券监督管理委员会《关于同意宁波横河精密工业股份有限公司向特 定对象发行股票注册的批复》（证监许可[2025]472 号）同意注册，横河精密向 特定对象发行 A 股股票 45,300,462 股，发行价格为 12.98 元/股，募集资金总额 为人民币 587,999,996.76 元，募集资金净额为 58 ...

Group 1 - The PEEK concept sector is showing strength, with notable stock increases from companies such as Zhaomin Technology, Xingrui Technology, Xinhan New Materials, Zhongxin Fluorine Materials, Henghe Precision, and Kent Shares [1] - The stocks mentioned are leading in terms of percentage gains within the PEEK concept sector [1] - The report indicates a significant market movement in the PEEK sector as of February 6, with specific companies highlighted for their performance [1]

Key Insights on Infrastructure Investment Opportunities - A seasonal infrastructure construction boom occurs from the end of the Spring Festival to the conclusion of the National People's Congress, lasting approximately 1-1.5 months, presenting significant investment opportunities[2] - The report identifies 10 strong sub-sectors with high odds and win rates, including engineering consulting services, environmental equipment, environmental governance, general equipment, specialized engineering, non-metallic materials, new metallic materials, specialized equipment, decoration, and plastics, with average returns of 12-15% and excess returns of 4-8% over the past decade[2][10] Selected Stocks from Strong Sub-sectors - The report highlights a portfolio of 18 stocks selected from the 10 strong sub-sectors based on a scoring model, which includes: - Engineering consulting: Qidi Design (average excess return 22.7%, win rate 100%) and Jian Ke Yuan (average excess return 16.4%, win rate 100%)[3][19] - Environmental equipment: Xianhe Environmental (average excess return 11.7%, win rate 90%) and Senyuan Co. (average excess return 12.2%, win rate 80%)[3][20] - Environmental governance: Shanghai Washba (average excess return 36.0%, win rate 100%) and Dechuang Environmental (average excess return 19.1%, win rate 89%)[3][23] - General equipment: Jialitu (average excess return 35.3%, win rate 100%) and Jinyang Sun (average excess return 28.8%, win rate 100%)[3][26] Performance and Risk Considerations - The selected 10 strong sub-sectors have consistently shown high absolute and excess return probabilities, with a stable performance track record over the past decade[10][13] - Risks include limitations of comparative studies, market learning effects leading to volatility, unexpected market downturns, and individual stock risks impacting the overall portfolio[4]

Investment Highlights - The report emphasizes the growth potential driven by AI and the reversal of the anti-involution cycle in the manufacturing sector [1] - Key companies highlighted include Yokogawa Precision, Zhejiang Rongtai, Shanghai Yanpu, and SANY Heavy Industry among others [2][3] Industry Performance - The report notes significant performance in various sectors, with the best-performing indices being the construction materials sector (+9.23%), oil and petrochemicals (+7.71%), and steel (+7.31%) for the week ending January 23, 2026 [5][23] - In the manufacturing sector, the top indices were the photovoltaic concept index (+9.33%), aerospace and military theme index (+7.65%), and new energy concept index (+7.44%) [5][24] Key Industry Trends - The report discusses the rapid rise of space photovoltaic technology and the integration of the nuclear fusion industry in the U.S., highlighting technological breakthroughs and increased international cooperation [4][6][9] - The EDA (Electronic Design Automation) industry is noted for its consolidation and the potential for domestic breakthroughs, driven by government support and strategic acquisitions [11][12][14] Company-Specific Insights - China Shipbuilding Industry Company is expected to benefit from asset integration within the group, improving competitive dynamics and operational efficiency [15][16] - The report forecasts significant profit growth for key companies, with expected net profits for 2025-2027 showing substantial increases, particularly for companies like China Shipbuilding [17][21] Investment Recommendations - The report suggests focusing on core positions and flexible targets within the EDA sector, as domestic companies are positioned for significant growth due to increased policy support and market demand [11][17] - Specific companies to watch include Huada Jiutian, Gelun Electronics, and Guangli Micro [17]

Group 1 - The core point of the news is that Yokogawa Precision has seen a stock price increase of 5.37%, reaching 39.47 CNY per share, with a trading volume of 268 million CNY and a turnover rate of 4.02%, resulting in a total market capitalization of 10.582 billion CNY [1] - Yokogawa Precision, established on July 9, 2001, and listed on August 30, 2016, specializes in the research, design, and manufacturing of precision plastic molds, as well as injection molding and component assembly services [1] - The company's main business revenue composition includes 59.17% from precision parts for smart home appliances, 22.97% from lightweight automotive interior parts, 11.02% from precision parts for smart cockpits, and 6.84% from other sources [1] Group 2 - According to data from the top ten holdings of funds, one fund under Xinda Australia has a significant position in Yokogawa Precision, with the Xin Ao Rui Yi Xin Xiang Mixed A Fund (025214) holding 1,500 shares, accounting for 1.69% of the fund's net value, making it the third-largest holding [2] - The Xin Ao Rui Yi Xin Xiang Mixed A Fund (025214) was established on September 24, 2025, with a latest scale of 4.1388 million CNY, and has achieved a year-to-date return of 1.72%, ranking 6623 out of 8847 in its category [2]

Core Viewpoint - Henghe Precision (300539.SZ) announced that its wholly-owned subsidiary, Ningbo Haidexin Automotive Electrical Co., Ltd., has been recognized as a high-tech enterprise [1] Group 1 - Ningbo Haidexin received the high-tech enterprise certificate from the National Taxation Bureau of Ningbo, Ningbo Finance Bureau, and Ningbo Science and Technology Bureau [1] - The certificate number is GR202533101273, issued on December 26, 2025, and is valid for three years [1]

Core Viewpoint - The announcement highlights that the wholly-owned subsidiary of Yokogawa Precision, Ningbo Haidexin Automotive Electrical Co., Ltd., has been recognized as a high-tech enterprise, which will enable it to benefit from preferential tax policies for the next three years [1] Group 1: Company Recognition - Ningbo Haidexin has received the high-tech enterprise certificate from the National Taxation Bureau of Ningbo, the Ningbo Finance Bureau, and the Ningbo Science and Technology Bureau [1] - The certificate number is GR202533101273, issued on December 26, 2025, and is valid for three years [1] Group 2: Tax Benefits - As a recognized high-tech enterprise, Ningbo Haidexin will enjoy a reduced corporate income tax rate of 15% starting from 2025 for three consecutive years [1] - This tax benefit is in accordance with the relevant provisions of the Corporate Income Tax Law of the People's Republic of China and its implementation regulations [1]

证券代码：300539 证券简称：横河精密 公告编号：2026-002 宁波横河精密工业股份有限公司 特此公告。 宁波横河精密工业股份有限公司 董 事 会 2026 年 1 月 12 日 关于全资子公司取得高新技术企业证书的公告 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。 宁波横河精密工业股份有限公司（以下简称"公司"）全资子公司宁波海德 欣汽车电器有限公司（以下简称"宁波海德欣"）被认定为高新技术企业。近日， 宁波海德欣收到国家税务总局宁波市税务局、宁波市财政局、宁波市科学技术局 联合下发的高新技术企业证书（证书编号：GR202533101273，发证时间：2025 年 12 月 26 日，有效期：三年）。 根据《中华人民共和国企业所得税法》《中华人民共和国企业所得税法实施 条例》的有关规定，通过高新技术企业认定后，宁波海德欣自 2025 年起连续三 年内，将享受国家关于高新技术企业的相关优惠政策，即按 15%的税率计缴企业 所得税。 ...

Group 1 - The report emphasizes the growth potential driven by AI and the reversal of the anti-involution cycle in the manufacturing sector [1] - Key companies highlighted include Yokogawa Electric, Zhejiang Rongtai, Shanghai Yanpu, Taotao Vehicle, Sany Heavy Industry, Zoomlion, XCMG, and others [2][3] - The core investment strategy focuses on sectors such as machinery, lithium battery equipment, and intelligent robotics, with a positive outlook for 2026 [4][6] Group 2 - The machinery sector is expected to see a strong start in 2026, with continued focus on technological growth in areas like embodied intelligence and commercial aerospace [4] - The report notes that the lithium battery equipment sector has crossed a turning point, with demand driven by energy storage and overseas power batteries, projecting a compound annual growth rate (CAGR) of 19% from 2024 to 2027 [6][10] - The report predicts significant profit growth for key companies, with expected net profits for 2025, 2026, and 2027 being 0.13 billion, 0.84 billion, and 1.90 billion respectively, indicating a CAGR of approximately 290% [11][17]