证券代码：300952 证券简称：恒辉安防 公告编号：2026-003 江苏恒辉安防集团股份有限公司 关于完成工商变更登记并换发营业执照的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 江苏恒辉安防集团股份有限公司（以下简称"公司"）于 2025 年 12 月 29 日召开了 2025 年第三次临时股东会，审议通过了《关于增加经营范围并修订< 公司章程>的议案》，具体内容详见公司于 2025 年 12 月 30 日在巨潮资讯网 (www.cninfo.com.cn)披露的相关公告。为满足公司发展战略及未来发展规划， 公司在经营范围中增加"第二类医疗器械销售；智能机器人的研发；智能机器人 销售；人工智能硬件销售；物联网技术研发；物联网技术服务；机械零件、零部 件加工；机械零件、零部件销售；通用零部件制造"。 一、工商变更登记情况 近日，公司完成了上述事项的工商变更登记手续及《江苏恒辉安防集团股份 有限公司章程》备案手续，并取得了由南通市数据局换发的《营业执照》，本次 变更后公司相关工商登记信息如下： 1、统一社会信用代码：91320623760541088 ...

Group 1 - The core point of the article is that Henghui Security (300952) has disclosed that as of December 31, 2025, the total number of shareholders will be 13,928 households [1]

江苏恒辉安防集团股份有限公司（以下简称"公司"）于 2024 年 10 月 11 日召开了第三届董事会第六次会议、第三届监事会第六次会议，审议通过了《关 于公司及子公司使用部分闲置募集资金及自有资金进行现金管理的议案》，在确 保不影响募集资金投资项目建设和正常经营的情况下，拟使用 25,000.00 万元 （含本数）的闲置募集资金，适当购买安全性高、流动性好的保本型现金管理产 品。投资管理期限自董事会审议通过之日起 12 个月内有效。在上述额度及期限 内，资金可以循环滚动使用。 2025 年 10 月 15 日召开第三届董事会第十九次会议，审议通过了《关于公 司及子公司使用部分闲置募集资金及自有资金进行现金管理的议案》，在确保不 影响募集资金投资项目建设和正常经营的情况下，拟使用 13,000.00 万元（含本 数）的闲置募集资金，适当购买安全性高、流动性好的保本型现金管理产品，投 资渠道包括但不限于商业银行、证券公司等金融机构。投资管理期限自前次募集 资金现金管理的授权到期之日起 12 个月内有效。在上述额度及期限内，资金可 以循环滚动使用。 证券代码：300952 证券简称：恒辉安防 公告编号：2026- ...

第3笔成交价格为37.40元，成交9.00万股，成交金额336.60万元，溢价率为-12.31%，买方营业部为机构 专用，卖方营业部为华泰证券股份有限公司南通如东江海路证券营业部。 第4笔成交价格为37.40元，成交7.00万股，成交金额261.80万元，溢价率为-12.31%，买方营业部为机构 专用，卖方营业部为华泰证券股份有限公司南通如东江海路证券营业部。 进一步统计，近3个月内该股累计发生8笔大宗交易，合计成交金额为2100.95万元。该股近5个交易日累 计上涨19.50%，主力资金合计净流入4755.6万元。 责任编辑：小浪快报 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 1月6日，恒辉安防收涨6.04%，收盘价为42.65元，发生4笔大宗交易，合计成交量32万股，成交金额 1196.8万元。 第1笔成交价格为37.40元，成交6.00万股，成交金额224.40万元，溢价率为-12.31%，买方营业部为中信 建投证券股份有限公司北京方庄路证券营业部，卖方营业部为华泰证券股份有限公司南通如东江海路证 券营业部。 第2笔成交价格为37.40元，成交10.00万股，成交金额37 ...

证券代码：300952 证券简称：恒辉安防 公告编号：2026-001 1、保证人：江苏恒辉安防集团股份有限公司。 江苏恒辉安防集团股份有限公司 关于为全资子公司向银行申请授信提供担保的进展 公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、担保情况概述 江苏恒辉安防集团股份有限公司（以下简称"公司"）于 2025 年 12 月 5 日召开的第三届董事会第二十一次会议审议通过了《关于为全资子公司向银行申 请授信提供担保的议案》，同意公司为全资子公司恒辉（香港）投资发展有限公 司（以下简称"恒辉香港公司"）向招商银行股份有限公司南通分行（以下简称 "招商银行南通分行"）申请授信额度不超过人民币 8,000.00 万元（含）提供 担保。具体内容详见公司在巨潮资讯网（www.cninfo.com.cn）上披露的《关于 为全资子公司向银行申请授信提供担保的公告》（公告编号：2025-148）。 二、担保进展情况 近日，公司与招商银行南通分行签订了《不可撤销担保书》，约定公司为恒 辉香港公司与招商银行南通分行所发生的债权提供连带保证责任担保，被担保的 主债权本金 ...

Core Viewpoint - The company is actively developing its humanoid robot business and has established collaborations with leading firms in the robotics sector, focusing on technology exchange and joint research [1] Group 1: Company Strategy and Performance - The company acknowledges the stock price volatility influenced by macroeconomic factors and industry cycles, emphasizing its commitment to core business and improving operational performance to create long-term value for shareholders [1] - The company has a clear layered strategy in the humanoid robot field, leveraging its core technology in ultra-high molecular weight polyethylene fibers and 20 years of experience in hand protection [1] Group 2: Product Development and Collaborations - Multiple products, including flexible joint protection components, have achieved commercialization in humanoid robot scenarios, with positive testing feedback from domestic and international robotic companies [1] - The company is advancing the development of integrated solutions and supplier access for robotic tendon cables, as well as iterating and optimizing products like skin suits and skin gloves based on customer customization needs [1] - The development of electronic skin suits and electronic skin gloves with integrated sensors is progressing according to plan, with ongoing deep engagement with several leading companies in the robotics field [1]

Investment Rating - The report does not explicitly provide an investment rating for the humanoid robot tendon material industry. Core Insights - The humanoid robot tendon materials are essential for simulating biological tendon functions and transmitting motion and force. Key materials include ultra-high molecular weight polyethylene (UHMWPE) fibers, tungsten wire ropes, aramid fibers, carbon fiber composite ropes, and mixed woven tendons [3][9][13]. Industry Overview - The report outlines the current development status of the humanoid robot tendon material industry, analyzing the industry chain, market size, and development trends. It addresses key questions regarding the industry's competitive landscape and market scale [3][4][5][8]. Competitive Landscape - The competitive landscape of the humanoid robot tendon market features international giants such as Honeywell, Evante, Toyobo, and Hitachi Metals in the first tier. Leading Chinese companies like Nanshan Zhishang, Henghui Anfang, Tongyi Zhong, and Daye Co., Ltd. occupy the second tier, while emerging firms such as Lianhong Xinke, Gaocai Co., Ltd., Maiswei, and Beize Precision are in the third tier [4][54][58]. Market Size - The market size for humanoid robot tendons is projected to grow significantly. For UHMWPE fibers, the market size is expected to increase from approximately 0.1 million yuan in 2024 to 5.3 million yuan by 2030. For tungsten wire ropes, the market size is anticipated to grow from about 0.3 million yuan in 2024 to 22 million yuan by 2030, with a compound annual growth rate (CAGR) of 101.4% [5][59][61]. Development Trends - The development trends in the humanoid robot tendon materials indicate a shift from metal tendons to a coexistence of metal and polymer tendons, with polymers offering advantages in lightweight applications. In the later stages, a combination of metal, polymer fibers, and mixed woven tendons will dominate, with mixed woven tendons showing significant potential due to their combined strengths [6][40][41]. Material Performance Requirements - Humanoid robot tendons require specific performance characteristics, including tensile strength, material strength, fineness, elastic modulus, static load, mechanical life, wear coefficient, and heat resistance. For instance, the tensile strength must reach between 2.5 GPa and 3.5 GPa, and the mechanical life should exceed one million cycles [16][18][22]. Pain Points of Mainstream Materials - The main pain points for UHMWPE fibers include poor creep resistance and wear performance, necessitating high-level algorithms for compensation. Tungsten wire ropes face challenges in lightweight applications, impacting the overall performance of humanoid robots [33][36][38]. Mixed Weaving Solutions - Companies like Gaocai Co., Ltd. and Nanshan Zhishang are focusing on mixed woven tendon solutions, which combine multiple high-performance fibers to enhance durability and performance. This approach aims to achieve longer lifespans and better mechanical properties [44][45][48]. Industry Chain Overview - The industry chain for humanoid robot tendons consists of upstream raw material suppliers, midstream tendon material manufacturers, and downstream application scenarios. The supply chain is evolving, with companies increasingly integrating vertically to enhance competitiveness [49][51]. Future Directions - The future of humanoid robot tendons is expected to evolve towards "smart tendon" systems that integrate sensing, transmission, and feedback capabilities. This advancement will enable real-time monitoring of key parameters, enhancing the precision and safety of robotic operations [64][69].

Summary of Key Points Core Viewpoint - Henghui Security experienced a stock price increase of 3.47% on December 31, closing at 40.87 yuan, with significant block trades occurring during the day [1]. Trading Activity - Two block trades were recorded, totaling 114,000 shares and a transaction value of 4.1884 million yuan [1]. - The first trade was executed at a price of 36.74 yuan for 59,000 shares, amounting to 2.1677 million yuan, with a discount rate of -10.11%. The buyer was an institutional investor, and the seller was Huatai Securities Co., Ltd. [1]. - The second trade also occurred at 36.74 yuan for 55,000 shares, totaling 2.0207 million yuan, with the same discount rate of -10.11% and similar buyer and seller profiles [1]. Recent Performance - Over the past three months, Henghui Security has seen a total of four block trades, with a cumulative transaction value of 9.0415 million yuan [1]. - In the last five trading days, the stock has risen by 22.33%, although there has been a net outflow of 14.4912 million yuan in principal funds [1].

来源：新浪证券-红岸工作室 12月31日，恒辉安防涨3.47%，成交额6.72亿元，换手率15.65%，总市值70.54亿元。 异动分析 区间今日近3日近5日近10日近20日主力净流入-3399.42万2248.82万-1449.12万-2959.51万-7970.44万 主力持仓 人形机器人+机器人概念+石墨烯+人民币贬值受益+安防 1、2025年9月8日互动易：公司机器人柔性关节保护件部分产品，如机器人防护手套、机器人腰封件、 颈部包覆件等，已在人形机器人产品中实现商品交付使用。 2、根据2025年3月18日互动易，在机器人应用领域展现出巨大潜力。在机器人灵巧手腱绳材料领域，公 司研发团队通过特定编织工艺已经开发出多款基础腱绳测试样品，并通过纤维表面处理技术开发方案， 以进一步提升腱绳与驱动系统的摩擦力和耦合性能，通过开发复合结构腱绳，提升抗蠕变和抗疲劳性能 等等。经测试和反馈，公司样品在特定作业环境下抗拉伸力、破断强力、断裂伸长率、最小折弯半径、 摩擦系数、耐疲劳度等关键技术指标上均达到了预期效果。目前，公司已经与多家机器人领域具有领先 地位和创新实力的公司深度对接，旨在共同推进超高分子量聚乙烯纤维在机 ...

进一步统计，近3个月内该股累计发生2笔大宗交易，合计成交金额为485.31万元。该股近5个交易日累 计上涨20.21%，主力资金合计净流入745.37万元。 责任编辑：小浪快报 12月30日，恒辉安防收涨3.16%，收盘价为39.50元，发生1笔大宗交易，合计成交量5.62万股，成交金 额200.13万元。 第1笔成交价格为35.61元，成交5.62万股，成交金额200.13万元，溢价率为-9.85%，买方营业部为华泰 证券股份有限公司北京分公司，卖方营业部为华泰证券股份有限公司南通如东江海路证券营业部。 ...