| 证券代码：300853 | 证券简称：申昊科技 | 公告编号：2025-059 | | --- | --- | --- | | 债券代码：123142 | 债券简称：申昊转债 | | 杭州申昊科技股份有限公司 关于预计触发转股价格向下修正条件的提示性公告 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： 5、截至本公告日，公司股票自 2025 年 11 月 27 日至 2025 年 12 月 10 日已 有 10 个交易日的收盘价低于当期转股价格的 85%。若后续公司股票收盘价格继 续低于当期转股价格的 85%，预计将有可能触发转股价格向下修正条件。若触发 条件，公司将于触发条件当日召开董事会审议决定是否修正转股价格，并及时履 行信息披露义务。敬请广大投资者注意投资风险。 一、可转换公司债券发行上市情况 （一）可转换公司债券发行情况 经中国证券监督管理委员会《关于同意杭州申昊科技股份有限公司向不特定 对象发行可转换公司债券注册的批复》（证监许可〔2022〕233 号）同意注册， 杭州申昊科技股份有限公司（以下简称"公司"）向不特定对象发行 550 ...

Investment Dynamics - L'Oréal plans to increase its stake in Galderma to 20%, becoming a significant strategic shareholder and gaining a board seat for core strategic decision-making [3] - Changyao Innovation successfully completed a new round of A financing amounting to several tens of millions, with strategic investment from leading robotics company Hangzhou Shenhao Technology [5] - UK DTC children's outdoor clothing brand Roarsome raised £1.5 million, with nearly £1 million from lead investor Sustainable Wealth Group, focusing on sustainable materials [7] - Meta acquired wearable AI device company Limitless, shifting part of its metaverse resources towards AI wearable devices [8] - Swire Group reached a share transfer agreement for its bakery chain "New Qinyuan" with Yang Brothers Investment Company, with a total acquisition amount close to HKD 1.4 billion [9] - Anheuser-Busch InBev plans to acquire a majority stake in US ready-to-drink beverage brand BeatBox for approximately $490 million, as part of its strategy to explore markets beyond beer [12] Brand Dynamics - Hema acknowledged a production issue with strawberry cakes, affecting around 60 units sold across seven stores, and has initiated customer follow-ups and compensation [15] - COMME des GARÇONS announced a collaboration with G-DRAGON, featuring a collection inspired by his album "Übermensch," with a black baseball cap as a core item [18] - Burberry appointed Matteo Calonaci as COO and CCO, emphasizing supply chain acceleration and customer experience as key performance drivers [19][21] - Kering's Brioni brand ended its collaboration with creative director Norbert Stumpfl, potentially slowing down the introduction of new men's collections [23]

Investment Rating - The report maintains an investment rating of "B" for the electronic skin industry, indicating a leading position in the market [1]. Core Insights - The electronic skin is a key tactile sensing system for humanoid robots, enabling them to interact with their environment through pressure and temperature sensing [13]. - The market for electronic skin is projected to reach $756 million by 2030, driven by the increasing demand for humanoid robots [4]. - The industry faces three major barriers: materials, manufacturing processes, and algorithms, which are critical for establishing competitive advantages [24][32]. Summary by Sections 1. Electronic Skin: Key to Humanoid Robot Interaction - Electronic skin mimics natural skin functions and is essential for humanoid robots to perceive their surroundings [13]. - The technology can be categorized into resistive, capacitive, and piezoelectric types, with resistive sensors being the most common in humanoid robots [2][21]. 2. Domestic Enterprises Accelerating Layout - Overseas companies dominate the high-end market, holding approximately 57.1% of the global flexible tactile sensor market share [4][41]. - Domestic companies are rapidly closing the technology gap, supported by favorable policies and manufacturing capabilities, with firms like Fulei New Materials and Hanwei Technology emerging as key players [5][46]. 3. Key Companies to Watch - Fulei New Materials has completed pilot production and is supplying small batches to leading clients in the dexterous hand sector [5]. - Hanwei Technology has established partnerships with nearly 30 robot manufacturers and is expanding its production capacity [5]. - Keli Sensor and other companies are also making strides in the electronic skin sector, focusing on multi-physical sensors and flexible tactile sensors [5][46].

证券日报网讯 11月19日晚间，申昊科技发布公告称，公司及全资子公司杭州晟冠科技有限公司于近期 取得中华人民共和国国家知识产权局颁发的九项发明专利证书。 （文章来源：证券日报） ...

Group 1 - Shenhao Technology (SZ 300853) announced on November 19 that it has obtained nine invention patent certificates from the National Intellectual Property Administration of the People's Republic of China [1] - The patents include titles such as "Intelligent Operation and Maintenance System for Rail Transit Vehicles Based on Digital Twin" and "End-Wrenching Tool for Robotic Arm" [1] - As of the announcement, Shenhao Technology has a market capitalization of 3.1 billion yuan [1] Group 2 - For the first half of 2025, Shenhao Technology's revenue composition is entirely from the general equipment manufacturing industry (C34), accounting for 100% [1]

| 证券代码：300853 | 证券简称：申昊科技 | 公告编号：2025-058 | | --- | --- | --- | | 债券代码：123142 | 债券简称：申昊转债 | | 杭州申昊科技股份有限公司 关于公司及全资子公司取得发明专利证书的公告 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。 杭州申昊科技股份有限公司（以下简称"公司"）及全资子公司杭州晟冠科 技有限公司（以下简称"晟冠科技"）于近期取得中华人民共和国国家知识产权 局颁发的九项发明专利证书，具体情况如下： 一、发明专利证书基本情况 专利一： 发明名称：一种基于数字孪生的轨道交通车辆机器人智能运维系统 发明人：孙长浩；李徐军；郅慧；邹治银；刘政 专利号：ZL202510091238.8 专利申请日：2025 年 01 月 21 日 专利权人：杭州申昊科技股份有限公司 地址：311100 浙江省杭州市余杭区仓前街道宇达路 5 号 授权公告日：2025 年 09 月 12 日 授权公告号：CN119635662B 本发明涉及轨道交通技术领域，尤其涉及一种基于数字孪生的轨道交通车辆 机器人智 ...

Core Viewpoint - The company is actively enhancing its energy storage technology and product development, aligning with industry trends and expanding its energy storage business across various applications [1] Group 1 - The company is focusing on the development of energy storage technologies and products [1] - The company is introducing and nurturing specialized teams to support its energy storage initiatives [1] - The company aims to provide comprehensive lifecycle solutions for customers, including design, system integration, and operational management [1] Group 2 - The company is targeting multiple energy storage scenarios, including residential, commercial, and grid-side applications [1] - The company is committed to promoting the collaborative operation of renewable energy and energy storage [1]

证券日报网讯申昊科技（300853）11月17日在互动平台回答投资者提问时表示，公司严格遵守相关的信 息披露规定，如有需公告事项，将根据要求及时履行信息披露义务。 ...

Core Insights - The net inflow of main funds into the power grid equipment sector reached 5.962 billion yuan, while retail investors experienced a net outflow of 3.272 billion yuan [2][3] - The power grid equipment sector saw a significant increase of 4.92% on the trading day, with major stocks like Caneng Electric leading the gains [1] Group 1: Stock Performance - Caneng Electric (code: 920299) closed at 24.90 yuan, up 29.96% with a trading volume of 181,100 shares and a transaction value of 402 million yuan [1] - Yinen Electric (code: 920046) closed at 17.95 yuan, up 20.79% with a trading volume of 207,600 shares [1] - Shuangjie Electric (code: 300444) closed at 68.60 yuan, up 20.02% with a trading volume of 2,188,800 shares and a transaction value of 2.003 billion yuan [1] Group 2: Market Trends - The Shanghai Composite Index closed at 3969.25, up 0.23%, while the Shenzhen Component Index closed at 13223.56, up 0.37% [1] - The overall trading volume in the power grid equipment sector was robust, indicating strong investor interest [2] Group 3: Fund Flow Analysis - Main funds showed a net inflow of 5.962 billion yuan into the power grid equipment sector, while speculative funds had a net outflow of 2.689 billion yuan [2][3] - Retail investors also experienced a net outflow of 3.272 billion yuan, suggesting a shift in investment strategy among different investor types [2][3]

Market Overview - The Shanghai Composite Index closed at 3976.52 points, above the annual line, with a gain of 0.55% [1] - The total trading volume of A-shares reached 21,329.04 million yuan [1] Stocks Breaking Annual Line - A total of 110 A-shares have surpassed the annual line today, with notable stocks including: - Deer Chemical with a deviation rate of 14.65% - Yabao Chemical at 11.35% - Fushi Holdings at 10.87% [1] Top Stocks by Deviation Rate - The following stocks had the highest deviation rates from the annual line: - Deer Chemical: 20.75% increase, latest price 16.06 yuan, deviation rate 14.65% [1] - Yabao Chemical: 11.98% increase, latest price 8.13 yuan, deviation rate 11.35% [1] - Fushi Holdings: 13.39% increase, latest price 5.76 yuan, deviation rate 10.87% [1] Additional Stocks with Notable Performance - Other stocks with significant performance include: - Meirui New Materials: 19.99% increase, latest price 18.97 yuan, deviation rate 9.48% [1] - Intercontinental Oil and Gas: 10.13% increase, latest price 2.61 yuan, deviation rate 9.37% [1] - Tianjin Pulin: 10.00% increase, latest price 22.23 yuan, deviation rate 7.84% [1]