Group 1: Company Strategy and Development - The company places high importance on the development of robotics, viewing it as a core direction for expanding high-end applications of ultra-high molecular weight polyethylene (UHMWPE) fiber materials [1][2]. - The strategic plan focuses on a layered development approach, emphasizing core components, lightweight materials, and flexible joint protection parts [2][3]. - A dedicated robotics R&D team has been established to enhance material applications in robotics, with ongoing collaborations with various robotics companies [2][6]. Group 2: Market Potential and Business Outlook - The future market space for the company's robotics-related business is promising, driven by global trends in automation and intelligent upgrades [3][4]. - The company aims to leverage its technological advantages and production capacity to convert material strengths into market competitiveness, with a planned release of 4,800 tons of UHMWPE fiber capacity [3][5]. - The company anticipates steady growth in the robotics sector, supported by continuous R&D and optimized production capabilities [3][6]. Group 3: Product Value and Pricing - The value of products such as robotic protective gloves is higher than traditional safety gloves due to specific material requirements and customization [4][5]. - The pricing of robotic gloves overlaps with high-end safety gloves but includes a customization premium, resulting in slightly higher overall prices [4][5]. Group 4: Production Capacity and Expansion Plans - The company currently has a production capacity of 3,000 tons of UHMWPE fiber, primarily for internal use and limited external sales [5][6]. - The 4,800-ton UHMWPE fiber project is progressing as planned, with production expected to ramp up soon [5][6]. - Future plans include an additional 12,000 tons of capacity, with the remaining 7,200 tons to be initiated based on market demand [5][6]. Group 5: Competitive Advantages - The company's competitive edge in robotics application development stems from its strong material research and industry chain collaboration [6]. - The organization has established a specialized robotics R&D group to ensure alignment with customer needs and facilitate small-batch supply [6][7]. Group 6: New Projects and Market Development - The biodegradable polyester rubber project is progressing with an annual production target of 110,000 tons, with the first phase of 10,000 tons already underway [7]. - The pricing strategy for biodegradable rubber will consider multiple factors, including raw material costs and market dynamics [7]. - The company is actively engaging potential customers for the biodegradable rubber project, with some discussions in advanced stages [7].

证券代码：300952 证券简称：恒辉安防 公告编号：2025-131 江苏恒辉安防股份有限公司 关于签订募集资金三方监管协议的公告 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。 一、募集资金基本情况 根据中国证券监督管理委员会《关于同意江苏恒辉安防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〔2024〕1063 号）， 江苏 恒辉安防股份有限公司（以下简称"公司"）向不特定对象发行 500 万张可转换 公司债券，每张面值为人民币 100 元，募集资金总额人民币 50,000.00 万元，扣 除各项发行费用后的实际募集资金净额为 49,260.13 万元。 上述募集资金已全部到账，立信会计师事务所（特殊普通合伙）已于 2024 年 8 月 27 日对公司上述募集资金到位情况进行了验证，并出具了《江苏恒辉安 防股份有限公司可转换公司债券募集资金到位情况鉴证报告》（信会师报字[2024] 第 ZA14213 号）。 二、本次《募集资金三方监管协议》的签订和募集资金专户的开立情况 为了规范募集资金的管理和使用，保护投资者权益，根据《深圳证券交 ...

证券代码：300952 证券简称：恒辉安防 公告编号：2025-130 江苏恒辉安防股份有限公司（以下简称"公司"）于 2025 年 9 月 11 日召开 了 2025 年第二次临时股东会，审议通过了《关于正式确认公司更名事项的议案》 《关于变更注册资本并修订<公司章程>的议案》，具体内容详见公司于 2025 年 9 月 12 日在巨潮资讯网(www.cninfo.com.cn)披露的相关公告。为适应公司经营 发展战略及发展规划，公司拟逐步建立企业集团化的运营管理体系，将公司全称 "江苏恒辉安防股份有限公司"变更为"江苏恒辉安防集团股份有限公司"；2025 年 2 月 27 日至 2025 年 7 月 31 日，"恒辉转债"累计转股 2,743.5901 万股，公 司总股本因"恒辉转债"转股累计增加 2,743.5901 万股。 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：913206237605410889 4、法定代表人：王咸华 5、经营 ...

证券日报网讯 9月17日晚间，恒辉安防发布2025年半年度权益分派实施公告称，公司2025年半年度权益 分派方案为每10股派0.80元人民币现金（含税），股权登记日为2025年9月24日，除权除息日为2025年9 月25日。 （文章来源：证券日报） ...

证券代码：300952 证券简称：恒辉安防 公告编号：2025-128 江苏恒辉安防股份有限公司 2025 年半年度权益分派实施公告 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。 特别提示： 1、江苏恒辉安防股份有限公司（以下简称"公司"）通过回购专用证券账 户持有的公司股份 1,701,711 股不享有利润分配权利。因此，本次权益分派将以 实际参与现金分红股份 170,885,078 股（以公司现有总股本 172,586,789 股剔除 已回购股份 1,701,711 股）为基数计算：(1)剔除回购股份后 10 股分红金额=利 润分配方案确定现金分红总额/实际参与现金分红股份*10=13,670,806.24 元/1 70,885,078 股*10=0.800000（保留到小数点后六位，最后一位直接截取，不四 舍五入）；（2）本次实际现金分红总额=实际参与现金分红股份×剔除回购股份 后10股分红金额/10股=170,885,078股×0.800000元/10股=13,670,806.24元； 按公司总股本折算每股现金分红=本次实际现金分红总额/公司总股本 ...

Market Overview - The apparel and home textile sector increased by 1.9% on September 16, with Henghui Security leading the gains [1] - The Shanghai Composite Index closed at 3861.87, up 0.04%, while the Shenzhen Component Index closed at 13063.97, up 0.45% [1] Top Performers - Henghui Security (300952) closed at 33.55, up 11.39% with a trading volume of 186,700 shares and a turnover of 617 million yuan [1] - Baoxiniang (002154) closed at 4.24, up 10.13% with a trading volume of 1,881,600 shares and a turnover of 769 million yuan [1] - Taizunshi (001234) closed at 30.16, up 9.99% with a trading volume of 32,200 shares and a turnover of 96.98 million yuan [1] Other Notable Stocks - Jihua Group (601718) closed at 3.93, up 5.93% with a trading volume of 2,122,600 shares and a turnover of 813 million yuan [1] - Aokang International (603001) closed at 9.33, up 5.54% with a trading volume of 88,300 shares and a turnover of 81.08 million yuan [1] Fund Flow Analysis - The apparel and home textile sector saw a net inflow of 240 million yuan from institutional investors, while retail investors experienced a net outflow of 35.87 million yuan [2] - Major stocks like Baoxiniang and Longtou Co. had significant net inflows from institutional investors, indicating strong interest [3] Summary of Fund Flows - Baoxiniang (002154) had a net inflow of 154 million yuan from institutional investors, while retail investors saw a net outflow of 72.68 million yuan [3] - Longtou Co. (600630) had a net inflow of 48.42 million yuan from institutional investors, with retail investors experiencing a net outflow of 28.68 million yuan [3] - Wanlima (300591) recorded a net inflow of 43.86 million yuan from institutional investors, while retail investors had a net outflow of 22.99 million yuan [3]

Group 1 - The core viewpoint of the article highlights the current state and trends in the leather industry in China, as analyzed in the report by Zhiyan Consulting [1] - As of January to July 2025, the number of enterprises in the leather, fur, feather, and footwear industries has decreased by 44 compared to the same period last year, representing a year-on-year decline of 0.5% [1] - The total number of enterprises in these sectors stands at 8,728, accounting for 1.68% of the total industrial enterprises [1] Group 2 - The report indicates that the threshold for large-scale industrial enterprises has been raised from an annual main business income of 5 million to 20 million yuan since 2011 [1] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, providing comprehensive industry research reports, business plans, feasibility studies, and customized services [1] - The firm emphasizes its commitment to delivering high-quality services and market insights to empower investment decisions [1]

证券日报网讯恒辉安防（300952）9月12日在互动平台回答投资者提问时表示，截至2025年9月10日，公 司股东总人数13409户。 ...

Core Viewpoint - Jiangsu Henghui Security achieved steady growth in the first half of 2025 despite a complex market environment, with significant developments in various business segments disclosed during the performance briefing held on September 12, 2025 [1] Financial Performance and Dividends - As of June 30, 2025, the company reported total assets of 2,584.82 million yuan, a year-on-year increase of 3.10% - The equity attributable to shareholders increased by 20.29% to 1,462.10 million yuan - The interim profit distribution plan for 2025 proposes a cash dividend of 0.8 yuan per 10 shares, totaling 13.67 million yuan, which accounts for 29.65% of the distributable profits [2] Glove Production Capacity Progress - The subsidiary Hengyue Factory's project for producing 72 million pairs of functional safety gloves contributed approximately 4.5 million pairs in capacity during the first half of the year, aiming for a total capacity and sales breakthrough of 10 million pairs for the year [3] Export Business and Response Strategies - The functional safety gloves business is primarily export-oriented, with North America accounting for 37.85% of total revenue, and the U.S. alone contributing 31.24% - To address tariff pressures, the company is accelerating capacity construction at its Vietnam factory and implementing a diversified market strategy, with significant progress in the Vietnam factory's annual production of 16 million pairs of gloves [4] Order Situation and Market Outlook - Since the second quarter, glove orders have shown regional differentiation, with the U.S. market experiencing a slowdown due to tariffs, while orders from markets outside the U.S. are meeting expectations due to new capacity and industrial synergies [5] Biodegradable Polyester Rubber Project - The planned annual production of 110,000 tons of biodegradable polyester rubber is progressing as scheduled, with completion expected in the second half of 2026 [6] Ultra-High Molecular Weight Polyethylene Fiber Business - Sales revenue from ultra-high molecular weight polyethylene fiber increased by 70.53% year-on-year, although gross margin declined by 6.23% due to market competition and pricing strategies - The company aims to achieve trial production of a 4,800-ton capacity project by the end of September [7] Overseas Expansion and Market Value Management - The company is leveraging Henghui (Hong Kong) to advance its Vietnam project while adhering to a principle of "steady progress and priority on efficiency" for evaluating other overseas investments - To manage stock price fluctuations, the company plans to enhance competitiveness and deliver good operating performance to reward investors [8]

Financial Performance - In the first half of 2025, the company achieved total revenue of 593.03 million RMB, a year-on-year increase of 15.43% [3] - Net profit attributable to shareholders was 54.98 million RMB, up 11.82% year-on-year [3] - Total assets as of June 30, 2025, were 2.58 billion RMB, reflecting a growth of 3.10% [3] - Shareholder equity reached 1.46 billion RMB, an increase of 20.29% year-on-year [3] - The profit distribution plan for 2025 proposes a cash dividend of 0.8 RMB per 10 shares, totaling 13.67 million RMB, which accounts for 29.65% of the distributable profits [3] Production Capacity and Projects - The annual production capacity of the functional safety protective gloves project is 72 million pairs, with approximately 4.5 million pairs contributed in the first half of 2025 [4] - The company aims to achieve a total production and sales target of 10 million pairs for the year [4] - The Vietnam factory's project for 16 million pairs of gloves has entered the mass production phase, with the first batch successfully delivered [5][11] Market and Sales Strategy - North America accounted for 37.85% of total sales revenue, with the U.S. specifically contributing 31.24% [4] - To mitigate tariff pressures, the company is enhancing production capacity in Vietnam and diversifying its market strategy to include Europe, South America, Africa, and Australia [4] - The company is also focusing on domestic market penetration by leveraging its core advantages of high quality, fast delivery, and low cost [4] Product Development and Innovation - The biodegradable polyester rubber project is progressing with the first phase of 10,000 tons expected to stabilize production soon [7] - The company is actively developing applications for ultra-high molecular weight polyethylene fibers in the robotics sector, with several products already delivered [10][12] - The company has established a dedicated R&D team for robotics applications, ensuring alignment with market needs [12] Customer Engagement and Orders - The company is experiencing a mixed order situation, with U.S. orders slowing due to tariff policies, while orders from other regions remain on target [6] - The company is closely monitoring U.S. market conditions and adjusting its order structure accordingly [6] Shareholder Information - As of September 10, 2025, the total number of shareholders is 13,409 [12]