（编辑 袁冠琳） 证券日报网讯 1月26日，华研精机在互动平台回答投资者提问时表示，公司持有广州兴科创业投资合伙 企业7.42%股权，广州兴科创业投资合伙企业持有北京穿越者载人航天科技有限公司1.06%股权。 ...

Group 1 - The core viewpoint of the news is that Huayan Precision Machinery experienced a decline in stock price and significant trading activity on January 22, with a net financing outflow [1] - On January 22, Huayan Precision Machinery's financing buy amounted to 17.79 million yuan, while financing repayment was 22.66 million yuan, resulting in a net financing outflow of 4.87 million yuan [1] - As of January 22, the total balance of margin trading for Huayan Precision Machinery was 148 million yuan, accounting for 2.96% of its circulating market value, indicating a high level compared to the past year [1] Group 2 - As of September 30, the number of shareholders for Huayan Precision Machinery was 12,500, a decrease of 7.14% from the previous period, while the average circulating shares per person increased by 7.69% to 5,489 shares [2] - For the period from January to September 2025, Huayan Precision Machinery achieved operating revenue of 484 million yuan, representing a year-on-year growth of 24.98%, and a net profit attributable to shareholders of 70.76 million yuan, up 31.07% year-on-year [2] Group 3 - Since its A-share listing, Huayan Precision Machinery has distributed a total of 324 million yuan in dividends, with 252 million yuan distributed over the past three years [3]

Market Overview - The specialized equipment sector experienced a decline of 1.72% on January 20, with Huayan Precision Machinery leading the drop [1] - The Shanghai Composite Index closed at 4113.65, down 0.01%, while the Shenzhen Component Index closed at 14155.63, down 0.97% [1] Stock Performance - Notable gainers in the specialized equipment sector included: - Huidao Technology, closing at 30.80 with a rise of 7.84% and a trading volume of 65,300 shares, totaling 194 million yuan [1] - Huning Co., Ltd., closing at 30.22 with a rise of 7.62% and a trading volume of 78,400 shares, totaling 237 million yuan [1] - Fostar, closing at 49.25 with a rise of 5.62% and a trading volume of 44,500 shares, totaling 218 million yuan [1] - Conversely, significant decliners included: - Huayan Precision Machinery, closing at 42.12 with a drop of 10.29% and a trading volume of 102,300 shares, totaling 443 million yuan [2] - Gaolan Co., Ltd., closing at 29.55 with a drop of 10.26% and a trading volume of 520,000 shares, totaling 1.588 billion yuan [2] - Standard Co., Ltd., closing at 12.18 with a drop of 8.49% and a trading volume of 283,000 shares, totaling 352 million yuan [2] Capital Flow - The specialized equipment sector saw a net outflow of 3.461 billion yuan from institutional investors, while retail investors contributed a net inflow of 2.87 billion yuan [2] - The capital flow for specific stocks showed: - Xinshi Technology had a net inflow of 160 million yuan from institutional investors, but a net outflow of 33.71 million yuan from retail investors [3] - Jerey Co. had a net inflow of 83.5 million yuan from institutional investors, with a net outflow of 138 million yuan from retail investors [3] - Kage Precision Machinery experienced a net inflow of 54.43 million yuan from institutional investors, with a net outflow of 43.37 million yuan from retail investors [3]

Market Overview - The robotics sector experienced a significant surge today, with stocks such as Fenglong Co., Ltd. achieving a 14-day consecutive rise, and companies like Riying Electronics, Oke Yi, and Tieliu Co. reaching their daily price limits [1]. Stock Performance - Fenglong Co., Ltd. (002931.SZ) reached a price of 67.97, increasing by 10.00% with a market cap of 13.679 billion [2] - Riying Electronics (603286.SS) also saw a 10.00% increase, reaching 77.34 with a market cap of 8.926 billion [2] - Oke Yi (688308.SS) surged by 20.00% to 39.78, with no available market cap data [2] - Other notable performers include Banming Equipment (002270.SZ) at 32.49 (+9.99%), and Tieliu Co. (603926.SS) at 20.19 (+10.03%) [2] Industry Events - The 2026 Spring Festival Gala will feature robots again, enhancing industry visibility, as previous appearances by companies like Yushu Technology have shown [4] - OpenAI is reportedly seeking domestic hardware suppliers in the U.S. for core components of robots, indicating ambitions for large-scale production [4] - Qianxun Intelligent has open-sourced its VLA foundational model Spiritv1.5, achieving over 50% success in RoboChallenge evaluations, which supports technological iteration in the industry [4] Institutional Insights - Tesla's mass production is expected to initiate a cycle of growth in the supply chain, with domestic manufacturers poised to increase output from thousands to tens of thousands of units by mid-2026 [5] - The hardware supply chain for Tesla is consolidating, with domestic firms showing advantages in supply chain integration, cost control, and rapid product iteration [5] - The industry is accelerating towards mass production, with Chinese robotics companies showcasing integrated engineering capabilities at CES 2026 [5] - China holds significant advantages in supply chain completion, large-scale manufacturing, and cost reduction, with leading firms establishing production bases in Thailand to support Tesla's 2026 production plans [5]

Market Overview - The specialized equipment sector increased by 0.59% on January 19, with Qiangrui Technology leading the gains [1] - The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] Top Gainers in Specialized Equipment Sector - Qiangrui Technology (301128) closed at 113.68, up 16.00%, with a trading volume of 133,000 shares and a transaction value of 1.471 billion [1] - Huayan Precision Machinery (301138) closed at 46.95, up 10.55%, with a trading volume of 107,100 shares and a transaction value of 498 million [1] - Standard Shares (600302) closed at 13.31, up 10.00%, with a trading volume of 335,500 shares and a transaction value of 420 million [1] - Other notable gainers include Zhongjie Resources (002021) up 9.85% and Yansikai (300521) up 9.82% [1] Top Losers in Specialized Equipment Sector - Nanxing Co. (002757) closed at 19.91, down 6.96%, with a trading volume of 579,200 shares and a transaction value of 1.152 billion [2] - Hejian Dunning (603011) closed at 26.88, down 6.70%, with a trading volume of 584,000 shares and a transaction value of 1.576 billion [2] - Other significant losers include Zhanpeng Technology (603488) down 5.88% and Aerospace Engineering (603698) down 4.86% [2] Capital Flow Analysis - The specialized equipment sector experienced a net outflow of 1.391 billion from institutional investors and 189 million from retail investors, while retail investors saw a net inflow of 1.58 billion [2] - Notable stocks with significant capital inflow include Tianqi Co. (002009) with a net inflow of 171 million from institutional investors [3] - Other stocks with notable capital movements include Jerey Co. (002353) and Zhongjie Resources (002021), both showing varying degrees of net inflow and outflow from different investor categories [3]

分组1 - The company Huayan Precision Machinery announced a cash dividend distribution of 5 yuan (including tax) for every 10 shares, based on a total share capital of 120 million shares [1] - The total cash distribution is expected to amount to 60 million yuan [1] - The record date for the dividend is set for January 15, 2026, and the ex-dividend date is January 16, 2026 [1]

Core Viewpoint - The company announced its profit distribution plan for the third quarter of 2025, detailing cash dividends to shareholders based on its total share capital of 120 million shares [1] Summary by Relevant Sections - **Dividend Distribution** - The company will distribute a cash dividend of 5 RMB per 10 shares (including tax) to all shareholders [1] - For QFII, RQFII, and individual investors holding pre-IPO restricted shares, the dividend will be 4.5 RMB per 10 shares after tax [1] - Individual investors holding post-IPO restricted shares, stock options, and unrestricted circulating shares will not have personal income tax withheld at this time, with tax obligations calculated based on holding period upon stock transfer [1] - **Key Dates** - The record date for the dividend distribution is set for January 15, 2026 [1] - The ex-dividend date is scheduled for January 16, 2026 [1]

广州华研精密机械股份有限公司 2025年第三季度分红派息实施公告 本公司及董事会全体成员保证本公告内容的真实、准确和完整、没有虚假 记载、误导性陈述或重大遗漏。 一、股东大会审议通过利润分配方案的情况 1、广州华研精密机械股份有限公司（以下简称"公司"）于 2025 年 12 月 18 日召开 2025 年第一次临时股东大会，审议通过了《关于公司 2025 年第三季 度利润分配预案的议案》。议案内容如下：公司以总股本 12,000.00 万股为基数， 拟向全体股东每 10 股派发现金红利 5.0 元（含税），本次利润分配预计共派发现 金 6,000.00 万元人民币。本次不送红股，不以资本公积转增股本。 证券代码：301138 证券简称：华研精机 公告编号：2026-002 2、自分配方案披露至实施期间，公司股本总额未发生变化。 3、本次实施分配方案与股东大会审议通过的分配方案一致。 4、本次分配方案的实施距离股东大会审议通过的时间未超过两个月。 二、本次实施的利润分配方案 公司 2025 年第三季度利润分配方案为：以公司现有总股本 120,000,000 股 为基数，向全体股东每 10 股派发现金股利 5. ...

Core Viewpoint - Huayan Precision Machinery announced the signing of a supplementary agreement to the "Consistent Action Agreement" by its actual controllers, Bao Helin and Wen Shixu, to ensure the stability of the company's operations and the efficiency of decision-making [2] Group 1 - The company aims to enhance operational stability through the new agreement [2] - The actual controllers involved in the agreement are Bao Helin and Wen Shixu [2]

证券代码：301138 证券简称：华研精机 公告编号：2026-001 广州华研精密机械股份有限公司 关于实际控制人签署《〈一致行动协议〉之补充协议（二）》的公告 经友好协商，双方就《一致行动人协议》（下称《原协议》）、《〈一致行 动人协议〉补充协议》（下称《补充协议》）规定的一致行动期限届满后延期事 宜达成本补充协议，供双方共同遵守。 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。 为确保广州华研精密机械股份有限公司（以下简称"公司"）经营的稳定性 和决策的高效性，公司实际控制人包贺林先生、温世旭先生于近日签署了《〈一 致行动协议〉之补充协议（二）》。现将具体情况公告如下： 一、 本次签署《一致行动协议之补充协议（二）》的背景情况 包贺林先生、温世旭先生分别于2018年1月1日、2020年5月27日、2024年12 月13日签订了《一致行动协议》、《〈一致行动协议〉补充协议》，就双方在股 东会、董事会上行使董事、股东权利时保持一致做出了约定，相关协议合法、有 效，权利义务清晰、责任明确。为确保公司经营的稳定性和决策的高效性，近日 包贺林先生、温世旭先生签署了 ...