Core Viewpoint - The company has signed a tripartite framework agreement with Guangdong Quanxiang Intelligent Technology Co., Ltd. and Jiangxi Xiexun Intelligent Equipment Co., Ltd., along with a purchase contract worth 480 million yuan, aiming to enhance collaboration in AI servers and robotics [1] Strategic Aspects - The agreement is expected to deepen the binding with major clients and seize opportunities in the AI and robotics sectors [2] - The collaboration with Jiangxi Xiexun, a wholly-owned subsidiary of Luxshare Precision, and Guangdong Quanxiang, a company focused on AGV development, will create a closed loop of "technology R&D + product supply + market promotion," accelerating product iteration and market entry [2] - The partnership is anticipated to strengthen the industry ecosystem and enhance the company's bargaining power within the supply chain, potentially expanding cooperation to other products [2] Market and Business Aspects - The purchase contract of 480 million yuan accounts for approximately 59.68% of the company's projected revenue for 2024, with full delivery expected by the end of 2026, directly contributing to performance growth [3] - The collaboration with Jiangxi Xiexun allows the company to enter the promising markets of AI server hardware supply and robotics, leading to order growth and new opportunities in liquid cooling technology [3] - The company is focusing on liquid cooling solutions, having established partnerships with major domestic and international clients, including ZTE and Meta, positioning liquid cooling as a strategic growth direction [3] Investment Recommendations - The company is actively expanding into AI, robotics, and cooling solutions while maintaining its core business, with the 480 million yuan contract providing revenue certainty in the short term [4] - If the ecological cooperation is executed efficiently, it could open new growth trajectories, leading to revised profit forecasts for 2025-2027, with expected revenues of 1.065 billion, 2.872 billion, and 3.741 billion yuan, reflecting year-on-year growth of 30.0%, 169.7%, and 30.2% respectively [4] - The projected net profits for the same period are 150 million, 455 million, and 682 million yuan, maintaining a "strong buy" rating [4]

2月3日晚，深圳市鸿富瀚（301086）科技股份有限公司(以下简称"鸿富瀚")披露，公司2月2日与广东全 象智能科技有限公司(以下简称"广东全象")、江西协讯智能装备有限公司(以下简称"江西协讯")签署了 《三方合作框架协议》；与广东全象签署了《设备购销合同》。 其中，框架协议约定各方在AI服务器及机器人领域发挥各自经营业务领域的资源优势，加强各方在人 工智能服务器及机器人技术研发、产品供应、市场推广及解决方案集成等方面的深度合作，实现优势互 补、互惠互利、共同发展。 鸿富瀚主要从事导散热及其他功能性器件和自动化设备的设计、研发、生产与销售。购销合同约定鸿富 瀚向广东全象提供搬运机器人、协作机器人、充电机器人、新能源叉车及机器人模组与核心零件，合同 金额为人民币4.8亿元(含税)，该购销合同金额约占公司2024年度经审计主营业务收入的59.68%。 2025年12月26日，广东领益智造（002600）股份有限公司旗下子公司深圳市领益机器人科技有限公司、 上海浩海星空机器人有限公司与浙江仙通（603239）橡塑股份有限公司签署战略合作协议。三方将依托 各自核心优势，以"精准分工、协同互补"为核心，围绕集采代理、 ...

（记者 王瀚黎） 每经AI快讯，鸿富瀚2月4日晚间发布公告称，截至本公告披露日，公司控股股东、实际控制人及其一 致行动人累计质押股份数量为595万股，占其所持股份比例为约11.14%。 每经头条（nbdtoutiao）——特朗普的"完美人选"颠覆美联储？解码凯文·沃什的"新政构想"：左手放水 右手抽水，要靠AI驯服通胀，拒做美债"大买家" 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每日经济新闻 ...

证券代码：301086 证券简称：鸿富瀚 公告编号：2026-009 深圳市鸿富瀚科技股份有限公司 关于控股股东、实际控制人部分股份质押的公告 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。 一、股东股份质押基本情况 2.股东股份累计质押情况 截至本公告披露日，公司控股股东、实际控制人及其一致行动人累计质押股份 数量为5,950,000股，占其所持股份比例为11.1413%。具体情况如下： 1 | | | | 本次质 | 本次质 | 占其所 | 占公司 | 已质押股份情况 | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 持股数量 | 持股比例 | 押前质 | 押后质 | 持股份 | 总股本 | 已质押股 | 占已质 | 未质押 | 占未质 | | 名称 | （股） | （%） | 押股份 | 押股份 | 比例 | 比例 | 份限售和 | 押股份 | 股份限 | 押股份 | | | | | 数量 （股） | 数量 （股） | （% ...

鸿富瀚持续重点推荐20260203：签署4.8亿元购销合同获大厂背书，后续订单或持续超预期 2月3日下午，公司公告与广东全象、江西协讯签署《 查找图书 》 ，与广东全象签署了《 鸿富瀚持续重点推荐20260203：签署4.8亿元购销合同获大厂背书，后续订单或持续超预期 2月3日下午，公司公告与广东全象、江西协讯签署《 查找图书 》 ，与广东全象签署了《 查找图书 》，合同 金额为4.8亿元，购销合同约定公司向广东全象提供搬运机器人、 协作机器人、 充电机器人、新能源叉车及机器 人模组与核心零件。其中江西协讯为立讯精密旗下的全资孙公司，公司持续获得大厂站台支持。该协议有望继续 抬高公司26年年度利润。 26年利润预期抬高至5.5亿元，27年维持10亿元利润预期。 拆解26年利润，新增立讯机器人业务4.8亿元营收，0.5亿元利润，还有很大上修空间。公司持续获得大厂站台背 书，预测后续订单支持持续超预期。之前，液冷板营收贡献来自立讯10、阿里6、台达天虹2亿元，收入贡献2.7亿 元，传统导电屏蔽功能结构件业务1.5-2亿元，储能电站0.5亿元利润，合计5亿元利润。新订单带动利润比之前预 期利润提高10%。我们认为随 ...

格隆汇2月4日丨鸿富瀚(301086.SZ)涨0.05%，报149.570元，股价创历史新高，总市值134.61亿元。 ...

Core Viewpoint - Hongfuhuan (301086) has signed a tripartite cooperation framework agreement with Guangdong Quanxiang Intelligent Technology Co., Ltd. and Jiangxi Xiexun Intelligent Equipment Co., Ltd., along with a sales contract worth 480 million yuan, which represents nearly 60% of the company's audited main business revenue for 2024 [1][2]. Group 1 - The sales contract includes products such as handling robots, collaborative robots, charging robots, new energy forklifts, and robot modules and core components [1]. - Jiangxi Xiexun is a wholly-owned subsidiary of Luxshare Precision (002475), indicating a substantial business connection between Hongfuhuan and the leading consumer electronics manufacturer [1][2]. - The collaboration aims to target market opportunities in AI servers and robotics, reflecting a broader trend of consumer electronics companies seeking breakthroughs in emerging fields like robotics and AI computing power [2]. Group 2 - Hongfuhuan has previously engaged in a smaller sales contract worth 63 million yuan with Guangdong Quanxiang for handling robots, indicating a history of collaboration that has now escalated [2]. - The delivery of the 480 million yuan sales contract is expected to start in April and continue until December, which is anticipated to positively impact the company's performance and enhance market competitiveness [3]. - The partnership with Luxshare Precision signals Hongfuhuan's accelerated transformation towards smart hardware and solutions, with ongoing integration and business development expected to attract market attention [3].

Core Viewpoint - Hongfuhuan (301086) has signed a tripartite cooperation framework agreement with Guangdong Quanxiang Intelligent Technology Co., Ltd. and Jiangxi Xiexun Intelligent Equipment Co., Ltd., along with a sales contract with Guangdong Quanxiang for a total amount of 480 million yuan, which accounts for approximately 59.68% of the company's projected revenue for 2024 [1][2] Group 1 - The sales contract includes the provision of handling robots, collaborative robots, charging robots, new energy forklifts, and core components [1][2] - Hongfuhuan's stock price increased by 6.02% to 149.49 yuan per share on February 3, with a total increase of 218.06% from August 4, 2025, to February 3, 2026 [1] - The company reported a revenue of 650 million yuan for the first three quarters of 2025, reflecting a year-on-year growth of 7.87%, while net profit attributable to shareholders decreased by 25.79% to 81.66 million yuan [2] Group 2 - The tripartite agreement aims to leverage each party's resources in AI servers and robotics, enhancing collaboration in technology research and product supply [2][4] - The collaboration will explore opportunities in the research, production, sales, and deployment of industrial and service robots, as well as the design of robot modules and core components [4] - A regular communication and coordination mechanism will be established among the parties to facilitate project implementation and joint market research [4] Group 3 - Guangdong Quanxiang focuses on the research and manufacturing of fork-type robots (AGV) and has previously signed a 630 million yuan sales contract for handling robots with Hongfuhuan [3] - Jiangxi Xiexun is a wholly-owned subsidiary of Luxshare Precision (002475), involved in ODM, JDM, and OEM businesses related to robotic products and smart warehousing solutions [3] - The collaboration among the three companies aims to create a comprehensive industrial chain from robot components to complete machine production and deployment [4]

今日聚焦 1、贵州茅台：累计回购41.69万股 已支付总金额为5.71亿元 贵州茅台2月3日公告，截至2026年1月底，公司已累计回购股份41.69万股，占公司总股本的比例为 0.0333%，购买的最高价为1418.37元/股、最低价为1322.6元/股，已支付的总金额为5.71亿元(不含交易 费用)。 2、宁德时代：累计回购1599.08万股，成交总金额为人民币43.86亿元 宁德时代2月3日公告，截至2026年1月31日，公司通过深圳证券交易所股票交易系统以集中竞价交易方 式累计回购公司A股股份1599.08万股，占公司同日A股总股本的0.3628%，最高成交价为317.63元/股， 最低成交价为231.5元/股，成交总金额为人民币43.86亿元(不含交易费用)。 3、泰凌微：第二大股东国家大基金减持232.13万股公司股份 泰凌微2月3日公告称，国家集成电路产业投资基金股份有限公司于2025年12月24日至2026年2月3日期 间，通过集中竞价方式减持公司股份232.13万股，持股比例由6.95%减少至5.97%，触及1%的整数倍。 4、耐普矿机：终止认购瑞士Veritas Resources AG股权 ...

证券日报网讯 2月3日，鸿富瀚发布公告称，公司于2026年2月2日与广东全象智能科技有限公司（简 称"广东全象"）、江西协讯智能装备有限公司签署了《三方合作框架协议》；与广东全象签署了《设备 购销合同》（简称"购销合同"）。购销合同约定公司向广东全象提供搬运机器人、协作机器人、充电机 器人、新能源叉车及机器人模组与核心零件，合同金额为人民币48，000.00万元（含税）；该购销合同 金额约占公司2024年度经审计主营业务收入的59.68%。 （文章来源：证券日报） ...