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。 ...

9月12日，江苏恒辉安防举办2025年半年度业绩说明会，线上全体投资者参与调研，公司多位高层出 席。此次说明会透露公司多项业务发展情况与规划。 经营业绩与分红 上半年，子公司恒越工厂"年产7,200万打功能性安全防护手套"项目贡献产能约450万打，全年力争实现 1,000万打产能及销量双突破。该项目正推进产能爬坡，预计全面投产后3 - 5年完成产能释放与市场适 配。 出口业务与应对策略 公司功能性安全防护手套业务以出口为主，2025年半年度报告显示，北美地区销售收入占总营收 37.85%，其中美国地区占比31.24%。为应对关税压力，公司加速越南工厂产能建设，实施多元化市场 战略，加大新兴市场投入，深耕国内市场，构建"国内 + 国际"双轮驱动格局。目前，越南工厂年产 1,600万打功能性安全防护手套项目取得关键进展，首条PU手套产线已量产，近期已实现首批产品交 付，预计未来3 - 6个月产能逐步释放。 订单情况与市场展望 二季度以来，公司安防手套订单呈区域分化。美国市场受关税影响，客户观望，订单洽谈与发货节奏放 缓，随库存消化需求有望回暖；美国以外市场，公司依托新增产能与产业协同优势，订单规模符合预 期。后续 ...

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]

Core Viewpoint - Henghui Security reported a decrease in the number of shareholders, indicating a potential shift in investor sentiment [1] Group 1: Shareholder Information - As of September 10, the number of shareholders for Henghui Security was 13,409, a decrease of 1,005 from the previous period (August 31), representing a decline of 6.97% [1] - This marks the second consecutive period of decline in the number of shareholders [1] Group 2: Stock Performance - The latest stock price for Henghui Security is 30.78 yuan, down 2.29%, while the stock has seen a cumulative increase of 5.96% since the concentration of shares began [1] - The stock experienced 6 days of increases and 4 days of decreases during the reporting period [1] Group 3: Financial Performance - For the first half of the year, Henghui Security achieved operating revenue of 593 million yuan, a year-on-year increase of 15.43% [1] - The net profit for the same period was 54.98 million yuan, reflecting a year-on-year growth of 11.82% [1] - The basic earnings per share were 0.3600 yuan, with a weighted average return on equity of 4.13% [1]

证券日报网讯 9月11日晚间，恒辉安防发布公告称，2025年9月11日，公司召开2025年第二次临时股东 会，审议通过了《关于补选公司第三届董事会独立董事的议案》，同意补选陈飞先生为公司第三届董事 会独立董事，并担任公司第三届董事会薪酬与考核委员会主任委员、第三届董事会战略委员会委员，任 期自2025年第二次临时股东会审议通过之日起至第三届董事会届满之日止。 （文章来源：证券日报） ...