Core Viewpoint - The stock of Yokogawa Precision has shown significant growth this year, with a year-to-date increase of 263.38%, despite a recent decline in the last five trading days [1][2]. Company Overview - Yokogawa Precision Industrial Co., Ltd. is located in Cixi City, Zhejiang Province, and was established on July 9, 2001, with its listing date on August 30, 2016 [2]. - The company specializes in the research, design, and manufacturing of precision plastic molds, as well as injection molding and component assembly services [2]. - The 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 [2]. Financial Performance - For the first half of 2025, Yokogawa Precision achieved a revenue of 456 million yuan, representing a year-on-year growth of 34.15%, and a net profit attributable to shareholders of 27.016 million yuan, up 79.04% year-on-year [2]. - The company has distributed a total of 133 million yuan in dividends since its A-share listing, with 65.6146 million yuan distributed over the past three years [3]. Stock Market Activity - As of September 15, the stock price was 38.10 yuan per share, with a market capitalization of 10.215 billion yuan [1]. - The stock has seen a net inflow of 6.2997 million yuan from main funds, with significant trading activity noted on the stock exchange [1].

Group 1: Company Overview - Ningbo Henghe Precision Industry Co., Ltd. was founded in 2001 and successfully listed on the Growth Enterprise Market in 2016 [2] - The company has three major manufacturing bases located in Ningbo, Jiaxing, and Dongguan [2] - The smart home appliance business accounted for over 58% of revenue in 2024, focusing on core products like transmission modules and motor boxes [2] Group 2: Automotive Parts Sector - The automotive parts segment is the main growth driver, employing a Tier 1 and Tier 2 business model [3] - In Tier 1, the company promotes CCB steel-plastic integrated beams and all-plastic front-end modules, establishing stable partnerships with major automakers like SAIC Volkswagen and BYD [3] - In Tier 2, the focus is on precision injection molding, collaborating with leading companies such as Yanfeng and Fudi [3] - The company launched its first high-torque door actuator in 2024, enhancing its automotive parts business foundation [3] Group 3: Future Growth Areas - The smart home appliance sector is expected to grow through export-oriented module businesses, particularly in coffee machines and high-speed vacuum cleaners [4] - The automotive lightweight sector is entering a critical growth phase starting in 2024, with products like front-end frames and CCB beams already validated for mass delivery [5] - The intelligent cockpit segment focuses on precision components like gears and gearboxes, with strong order stability from major clients [5]

Group 1 - The company, Yokogawa Precision, announced that its stock price experienced an abnormal fluctuation, with a cumulative closing price increase of over 30% over two trading days (September 5 and September 8, 2025) [2] - The company confirmed that there are no corrections or supplements needed for previously disclosed information [2] - The company did not find any recent media reports that could have significantly impacted its stock trading price with undisclosed major information [2]

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、股票交易异常波动的具体情况 宁波横河精密工业股份有限公司（以下简称"公司"或"本公司"）股票交易价格 连续 2 个交易日（即 2025 年 9 月 5 日和 2025 年 9 月 8 日）收盘价格涨幅偏离值累计超 30%，根据《深圳证券交易所交易规则》的相关规定，属于股票交易异常波动的情况。 二、公司关注并核实情况说明 针对公司股票交易异常波动，公司董事会通过电话、现场问询等方式对公司控股股 东和实际控制人、公司全体董事、监事及高级管理人员就相关问题进行了核实，现将有 关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司未发现近期公共传媒报道了可能或已经对本公司股票交易价格产生较大影 响的未公开重大信息； 证券代码：300539 证券简称：横河精密 公告编号：2025-049 宁波横河精密工业股份有限公司 股票交易异常波动公告 四、必要的风险提示 1、经自查，公司不存在违反信息公平披露的情形。 2、公司将严格按照有关法律法规的规定和要求，认真履行信息披露义务，及时做 好信息披露工作。 ...

浙江六和律师事务所关于 宁波横河精密工业股份有限公司 2025 年第二次临时股东大会的 法律意见书 浙六和法意(2025)第 1704 号 致：宁波横河精密工业股份有限公司 根据《中华人民共和国证券法》（以下简称"《证券法》"）《中华人民共 和国公司法》（以下简称"《公司法》"）《上市公司股东大会规则》及《宁波 横河精密工业股份有限公司章程》（以下简称"《公司章程》"）的规定，浙江 六和律师事务所接受宁波横河精密工业股份有限公司（以下简称"公司"）委托， 指派张进律师、孙登律师（以下简称"六和律师"）出席了公司 2025 年第二次 临时股东大会并对本次股东大会的相关事项进行见证，并出具本法律意见书。 本法律意见书是六和律师根据对本次股东大会事实的了解及对我国现行法 律、法规和规范性文件的理解而出具的。 六和律师同意将本法律意见书作为本次股东大会的法定必备文件予以公告， 并依法对所出具的法律意见承担责任。 六和律师根据我国法律的要求，按照律师行业公认的业务标准、道德规范和 勤勉尽责精神，对公司 2025 年第二次临时股东大会的召集、召开及其他相关法 律问题发表如下意见： 一、关于本次股东大会的召集、召开程序 （ ...

证券代码：300539 证券简称：横河精密 公告编号：2025-048 宁波横河精密工业股份有限公司 2025 年第二次临时股东大会决议公告 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、本次股东大会无增加、变更、否决提案的情况； 1、会议召开的日期和时间 2、本次股东大会不涉及变更前次股东大会决议； 3、本次股东大会以现场投票和网络投票相结合的方式召开。 一、会议召开情况 现场会议召开时间：2025 年 9 月 8 日（星期一）14:00。 网络投票时间：2025 年 9 月 8 日。 其中，通过深圳证券交易所交易系统投票的具体时间为 2025 年 9 月 8 日上 午 9:15-9:25，9:30-11:30，下午 13:00-15:00；通过深圳证券交易所互联网投票 系统（http://wltp.cninfo.com.cn）投票的具体时间为：2025 年 9 月 8 日 9:15 至 15:00 的任意时间。 2、股权登记日：2025 年 9 月 3 日（星期三）。 3、现场会议地点：浙江省慈溪市新兴产业集群区新兴大道 588 号 4、 ...

横河精密今日涨停，全天换手率12.82%，成交额8.27亿元，振幅17.55%。龙虎榜数据显示，机构净买入 1831.47万元，营业部席位合计净买入1.26亿元。 深交所公开信息显示，当日该股因日收盘价涨幅达20.00%上榜，机构专用席位净买入1831.47万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交3.38亿元，其中，买入成交额为2.41亿 元，卖出成交额为9658.35万元，合计净买入1.45亿元。 具体来看，今日上榜的营业部中，共有3家机构专用席位现身，即买二、买五、卖二，合计买入金额 4777.75万元，卖出金额2946.28万元，合计净买入1831.47万元。 近半年该股累计上榜龙虎榜6次，上榜次日股价平均涨0.51%，上榜后5日平均跌3.27%。 资金流向方面，今日该股主力资金净流入1.62亿元，其中，特大单净流入1.71亿元，大单资金净流出 850.18万元。近5日主力资金净流入3.30亿元。 机构评级来看，近5日共有2家机构评级买入。预计目标价最高的是东北证券，9月3日东北证券发布的研 报给予公司目标价位38.56元。（数据宝） 横河精密9月8日交易公开信息 | 买/ | ...

Core Viewpoint - The stock of Honghe Precision, a leading automotive parts manufacturer, has surged significantly, driven by strong growth expectations, the ongoing trend of automotive lightweighting, and the integration of harmonic reducer products in smart manufacturing and robotics [1][3]. Group 1: Financial Performance - Honghe Precision is expected to achieve a revenue growth of 34.15% and a net profit increase of 79.04% in the first half of 2025 [1]. - The stock has increased by 139.1% over the past 33 trading days since July 24 [1]. Group 2: Market Trends - The automotive lightweighting concept is gaining traction, contributing to the company's growth [1]. - The company’s products, including harmonic reducers, play a crucial role in the smart manufacturing and robotics supply chain [1]. Group 3: Product Development and Client Acquisition - The company’s PEEK material products are gaining attention, particularly in the fields of smart home appliances and automotive components [3]. - Rapid growth in the automotive lightweighting segment is attributed to the development of new main engine factory clients such as BYD, SAIC Volkswagen, and Leap Motor, as well as the expansion of product categories [3]. - The smart cockpit segment is also experiencing rapid growth due to successful client acquisition and increasing market share of downstream customers [3][4]. Group 4: Strategic Partnerships - Honghe Precision has established long-term stable partnerships with major manufacturers like BYD, Geely, and SAIC Motor, enhancing its market position [4]. - The company maintains close cooperation with leading Tier 2 component clients such as Yanfeng, Huawei, and Fudi [4].

Group 1: Key Recommendations - The report highlights the transformation of Xinsida (002527) under Haier's leadership, focusing on integrated solutions and embodied intelligence, which is expected to enhance the company's competitive edge and financial performance [4][5] - The report anticipates that Xinsida's revenue will grow from 3543 million in 2025 to 4153 million in 2027, with a net profit forecasted to increase significantly from 13 million in 2025 to 190 million in 2027 [5] - The report emphasizes the potential of Henghe Precision (300539) as a high-quality precision manufacturing enterprise, particularly in the automotive parts sector, which is expected to see substantial growth [6][8] Group 2: Market Insights - The report indicates that the automotive intelligent cockpit market is projected to reach 1564 billion in China by 2025, with a growth rate of 21%, driven by the increasing demand for smart automotive components [7] - The report notes that the global automotive tailgate market is expected to reach 15 billion USD by the end of 2027, highlighting the trend towards lightweight automotive components [7][8] - The report discusses the overall positive outlook for the A-share market, suggesting a "slow bull" market with opportunities for strategic adjustments in investment portfolios [10][11] Group 3: Industry Trends - The report identifies AI as a key driver of growth in the technology sector, particularly in computing and communication industries, with significant profit growth expected [14] - The report highlights that the demand for electric two-wheeled vehicles is improving the profitability of the automotive industry, despite the limited number of companies in this sector [13][14] - The report suggests that the supply-demand dynamics in the market are continuously improving, with a notable focus on AI-related performance [14]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300478 | 杭州 高新 | 20.35 | -3.14% | 25.88万 | 5.26亿 | | 300218 | 安利股份 | 21.51 | 0.23% | 11.28万 | 2.44亿 | | 002361 | 神剑股份 | 6.43 | 0.63% | 21.54万 | 1.38亿 | | 000859 | 国风新材 | 6.66 | 0.76% | 1 33.05万 | 2.18亿 | | 001378 | 德冠新材 | 22.64 | 1.07% | 1.32万 | 2973.71万 | | 301395 | 仁信新材 | 11.21 | 1.17% | 3.24万 | 3626.70万 | | 301019 | 宁波色母 | 16.71 | 1.21% | 2.02万 | 3367.47万 | | 002395 | 双象股份 | 18.43 | 1.26% | 8.52万 | 1.58亿 | | 688087 | 英格里手 | ...