证券代码：300952 证券简称：恒辉安防 公告编号：2025-109 江苏恒辉安防股份有限公司 关于部分已授予限制性股票回购注销完成的公告 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。 特别提示： 1、江苏恒辉安防股份有限公司（以下简称"公司"）根据《2023 年限制性 股票激励计划》的规定，对公司 2024 年业绩进行考核，上市公司层面 2024 年营 业收入与扣除非经常性损益的净利润均未达到《2023 年限制性股票激励计划》 规定的第二个解除限售期业绩考核目标触发值，且获授第一类限制性股票的股权 激励人员羌树洋、郑先龙于 2024 年离职。综上，公司需要回购注销首次授予 11 名激励对象对应考核当年已授予但尚未解除限售的第一类限制性股票。本次完成 回购注销的限制性股票共计 229,566 股，占回购注销前公司总股本 172,816,355 股的 0.13%，涉及激励对象 11 人，回购价格为 9.0106 元/股，本次回购资金总 额为 2,068,527.40 元。 2、公司已于 2025 年 8 月 20 日在中国证券登记结算有限责任公司深圳分公 司 ...

证券日报网讯 恒辉安防8月13日在互动平台回答投资者提问时表示，关于公司应用于机器人灵巧手的传 动腱绳产品，目前仍处于持续开发优化阶段，尚未形成商品化订单。机器人灵巧手作为新兴领域的关键 部件，其技术标准与应用需求仍在快速演进中，下游机器人产业的规模化落地节奏直接影响着相关配套 产品的市场需求释放。公司密切关注机器人产业的发展动态，尤其是工业机器人、服务机器人等领域对 灵巧手部件的技术要求变化，已与多家机器人公司建立常态化技术交流机制，持续反馈产品测试数据以 优化开发方向。 （编辑 王雪儿） ...

Group 1 - The company is closely monitoring the development trends in the robotics industry, focusing on various product developments including ultra-high fiber materials for lightweight robot shells and flexible joint protection components [1] - The company has established a regular technical communication mechanism with several robotics enterprises, having delivered some protective component products for use [1] - Despite ongoing product development and communication with robotics companies, the company's related products have not yet formed commercial orders due to the uncertain pace of large-scale implementation in the robotics industry and downstream application scenarios [1]

Group 1 - The core viewpoint of the article highlights the financial performance and market activity of Henghui Security (300952) as of August 13, 2025, with a closing price of 29.33 yuan, reflecting a 2.27% increase [1] - The company reported total revenue of 282 million yuan for Q1 2025, representing a year-on-year growth of 18.46%, and a net profit attributable to shareholders of 27.14 million yuan, up 21.51% year-on-year [1] - Henghui Security has a current ratio of 1.906, a quick ratio of 1.216, and a debt-to-asset ratio of 41.83% [1] Group 2 - Henghui Security has made investments in 6 companies and participated in 19 bidding projects [2] - The company holds 28 trademark registrations and 155 patents, along with 43 administrative licenses [2] - Established in 2004 and located in Nantong City, Jiangsu Province, Henghui Security primarily engages in the construction installation industry [1][2]

Group 1 - The company is closely monitoring the developments in the robotics industry and is actively engaged in product development related to lightweight materials and protective components for robots [2] - The company has established a regular technical communication mechanism with several robotics companies and has delivered some protective component products for use [2] - Despite ongoing product development and communication, the company has not yet secured commercial orders due to uncertainties in the scaling and application scenarios of the robotics industry [2]

格隆汇8月13日丨恒辉安防(300952.SZ)在投资者互动平台表示，公司越南工厂产能建设已取得阶段性进 展，部分产线已经开始调试生产。越南关税政策落地，原产地证办理审核政策持续收紧，实际审核标准 呈现动态调整态势；另产品认证流程链条长、涉及部门多，显著增加了办理的复杂性。目前公司正全力 推进产线安装调试、产能爬坡及相关产品认证审核工作，组建专项团队对接各项流程，积极应对变化， 为订单承接及产品交付做多方面的积极准备。 ...

Core Viewpoint - The company is closely monitoring the developments in the robotics industry and is actively engaged in product development related to robotic components, although commercialization of these products has not yet been achieved [1] Company Developments - The company is advancing the development of ultra-high fiber materials for lightweight robotic shells and flexible joint protective components, including protective gloves for robots [1] - The company has initiated multiple rounds of sample submissions and communications with several robotics enterprises, establishing a regular technical exchange mechanism with these companies [1] - Some protective component products have already been delivered for use, indicating progress in product development [1] Industry Context - The scale and pace of the robotics industry's commercialization and downstream application scenarios remain uncertain, which affects the company's ability to secure commercial orders for its related products [1]

Core Insights - The development of tendon ropes, a key component of cable-driven robots, is accelerating among listed companies and startups to meet future demands in robotics [1][2] Group 1: Industry Overview - Cable-driven robots are characterized by their lightweight, flexibility, high safety performance, energy efficiency, and strong biomimetic capabilities [1] - Current prototypes of cable-driven robots have been developed by various companies, including a university's octopus-like robotic arm capable of handling fragile and irregular objects [1] Group 2: Company Developments - Jiangsu Henghui Security Co., Ltd. is actively developing ultra-high molecular weight polyethylene fibers for use in robotic tendons, having completed multiple rounds of sample testing with leading robotics firms [2] - Shandong Daye Co., Ltd. is focusing on the development of metal tendons for cable-driven robots, having received small batch orders based on their research in high-performance steel wire [2] - Shandong Nanshan Zhishang Technology Co., Ltd. is producing ultra-high molecular weight polyethylene fibers with properties suitable for robotics, and is in the process of sending samples to various downstream robotics companies [2] Group 3: Material Innovations - Some companies are exploring carbon fiber materials for tendon development due to their superior tensile strength, corrosion resistance, and fatigue performance compared to metals and polymers [3]

Key Points - Jiangsu Henghui Security Co., Ltd. issued 5 million convertible bonds with a total fundraising amount of RMB 500 million, net proceeds amounting to RMB 492.6013 million after deducting issuance costs [1][2] - The convertible bonds, named "Henghui Convertible Bonds" with code "123248," were listed on the Shenzhen Stock Exchange on September 12, 2024 [2] - The initial conversion price for the bonds was set at RMB 18.26 per share, which was later adjusted to RMB 18.11 due to the company's 2024 equity distribution [2][3] - The bonds have a conditional redemption clause that allows the company to redeem the bonds if the stock price exceeds 130% of the conversion price for at least 15 out of 30 consecutive trading days or if the remaining unconverted bonds are less than RMB 30 million [3][4] - The redemption price for the bonds is RMB 100.19 per bond, including accrued interest, with the first redemption date set for August 1, 2025 [4][5] - As of July 31, 2025, there were 11,050 bonds remaining unconverted, and the total number of shares increased by 27,435,901 due to the conversion of bonds [6][7] - The company's total share capital increased to 172,816,355 shares following the bond conversions, which may lead to short-term dilution of earnings per share [7][8]

Key Points - Jiangsu Henghui Security Co., Ltd. issued 5 million convertible bonds with a total fundraising amount of RMB 500 million, net proceeds amounting to RMB 492.6013 million after deducting issuance costs [1][2] - The convertible bonds, named "Henghui Convertible Bonds" with code "123248," were listed on the Shenzhen Stock Exchange on September 12, 2024 [2] - The initial conversion price was set at RMB 18.26 per share, which was later adjusted to RMB 18.11 per share due to the company's 2024 equity distribution [2][3] - The bonds have a conditional redemption clause that allows the company to redeem the bonds if the stock price meets certain conditions during the conversion period [3][4] - The redemption price is set at RMB 100.19 per bond, which includes accrued interest calculated based on a 0.20% annual interest rate [4][5] - The company will fully redeem the bonds on August 1, 2025, and the bonds will be delisted from the Shenzhen Stock Exchange on August 11, 2025 [6][7]