证券日报网讯恒勃股份（301225）11月11日在互动平台回答投资者提问时表示，截至2025年11月10日， 公司股东户数为6300户。 ...

Group 1 - Hengbo Holdings Co., Ltd. experienced a decline of 5.02% on November 7, with a stock price of 92.36 yuan per share and a total market capitalization of 9.548 billion yuan [1] - The company, established on October 18, 2005, specializes in the research, production, and sales of internal combustion engine intake systems and components, with revenue composition as follows: automotive intake systems and components 60.23%, motorcycle intake systems and components 34.60%, general machinery intake systems and components 2.66%, and others 2.52% [1] Group 2 - Among the top ten circulating shareholders of Hengbo Holdings, Penghua Fund's carbon neutrality theme mixed fund A (016530) reduced its holdings by 221,000 shares, now holding 520,300 shares, which accounts for 1.74% of circulating shares [2] - The fund, established on May 5, 2023, has a latest scale of 2.83 billion yuan, with a year-to-date return of 92.58% and a one-year return of 110.84% [2] Group 3 - The fund manager of Penghua carbon neutrality theme mixed fund A is Yan Siqian, who has a total tenure of 8 years and 24 days, managing assets totaling 18.818 billion yuan [3]

恒勃控股股份有限公司 关于投资设立香港全资孙公司并完成设立登记的公告 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。 证券代码：301225 证券简称：恒勃股份 公告编码：2025-066 一、对外投资概述 基于发展战略规划及经营发展的需要，恒勃控股股份有限公司（以下简称"公 司"）全资子公司海南恒勃海创科技有限公司（以下简称"恒勃海创"）以自有资金 100 万美元在香港新设公司的全资孙公司 GENERAL EXCELLENCE TECHNOLOGY LIMITED。 根据《深圳证券交易所创业板股票上市规则》《恒勃控股股份有限公司章程》等 相关规定，本次设立香港全资孙公司事项无须提交公司董事会及股东大会审议。 本次对外投资事项不涉及关联交易，亦不构成《上市公司重大资产重组管理办法》 规定的重大资产重组。 公司类型：私人股份有限公司 经营范围：汽车配件、摩托车配件、塑料制品、橡胶制品研发、制造、销售。 股权结构：恒勃海创持有 100%股权 三、本次对外投资的目的、存在的风险及对公司的影响 1、本次对外投资的目的 本次对外投资设立香港全资孙公司是基于公司发展战略规 ...

Core Insights - Material substitution is a key method for achieving lightweight design in humanoid robots, with major manufacturers already implementing this approach [1][3] - Aluminum alloy remains the primary material for lightweight applications in the automotive sector, while magnesium alloy is emerging as a new contender due to its superior performance and favorable price ratio [2] - High-end engineering plastics, particularly PEEK, PPS, and LCP, are increasingly replacing traditional metals in humanoid robots, contributing significantly to lightweight design [3] Industry Overview - Lightweight design can be achieved through structural optimization and material substitution, addressing four major pain points: enhancing battery life, optimizing energy efficiency, alleviating heat dissipation issues, and improving operational flexibility [1] - The injection molding market for engineering plastics shows promising prospects, with PEEK, PPS, and LCP being highlighted for their exceptional properties [3] Company Recommendations - Aikodi (600933): Expanding lightweight product categories and establishing a dual-driven development model [4] - Xingyuan Zhuomei (301398): Focusing on magnesium alloy die-casting core technology to drive lightweight growth [4] - Moulding Technology (000700): Targeting the lightweight path of substituting plastics for steel with high-quality customer resources [4] - Hengbo Co., Ltd. (301225): A national specialized small giant entering the PEEK lightweight sector through joint ventures [4]

Group 1 - Hengbo Holdings Co., Ltd. experienced a decline of 5.08% on November 4, with a stock price of 97.30 CNY per share and a total market capitalization of 10.059 billion CNY [1] - The company, established on October 18, 2005, specializes in the research, development, production, and sales of internal combustion engine intake systems and components [1] - The revenue composition of Hengbo includes 60.23% from automotive intake systems and components, 34.60% from motorcycle intake systems and components, 2.66% from general machinery intake systems and components, and 2.52% from other sources [1] Group 2 - Baoying Fund has a significant holding in Hengbo, with Baoying Rui Feng Innovation Mixed A/B Fund (000794) increasing its stake by 38,700 shares in the third quarter, bringing its total to 85,600 shares, which constitutes 3.98% of the fund's net value [2] - The fund has reported a floating loss of approximately 446,000 CNY as of the latest data [2] - Baoying Rui Feng Innovation Mixed A/B Fund was established on September 26, 2014, and has achieved a year-to-date return of 26.67% and a one-year return of 27.62% [2]

Core Viewpoint - Hengbo Co., Ltd. reported that as of October 31, 2025, the number of shareholders is expected to reach 6,521 [2] Company Summary - Hengbo Co., Ltd. engaged with investors on an interactive platform, providing insights into shareholder numbers [2] - The company anticipates a significant increase in its shareholder base by the end of October 2025 [2]

Core Viewpoint - Hengbo Co., Ltd. is a leading player in the automotive internal combustion engine intake system sector, focusing on R&D, production, and sales, with strong technological capabilities and accelerated import substitution [1][6]. Group 1: Company Overview - Hengbo Co., Ltd. was established on October 18, 2005, and was listed on the Shenzhen Stock Exchange on June 16, 2023, with its registered and office address in Taizhou, Zhejiang Province [1]. - The company specializes in the R&D, production, and sales of internal combustion engine intake systems and components, classified under the automotive parts industry [1]. Group 2: Financial Performance - For Q3 2025, Hengbo's revenue was 731 million yuan, ranking 73rd among 103 companies in the industry, significantly lower than the top players Weichai Power (170.57 billion yuan) and Top Group (20.93 billion yuan) [2]. - The net profit for the same period was 94.18 million yuan, ranking 50th in the industry, again trailing behind Weichai Power (10.85 billion yuan) and Top Group (1.97 billion yuan) [2]. Group 3: Financial Ratios - As of Q3 2025, Hengbo's debt-to-asset ratio was 22.92%, up from 18.57% year-on-year, which is below the industry average of 39.06%, indicating strong solvency [3]. - The gross profit margin for Q3 2025 was 30.08%, slightly down from 30.53% year-on-year, but still above the industry average of 21.53%, reflecting robust profitability [3]. Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 4.28% to 7,997, while the average number of circulating A-shares held per shareholder decreased by 4.10% to 3,736.65 [5]. - Notable changes among the top ten shareholders include an increase in holdings by Caitong Asset Management and the entry of several new shareholders [5]. Group 5: Future Outlook - According to Zhongtai Securities, Hengbo is expected to benefit from the steady growth of the automotive parts industry in 2024, with accelerated import substitution of core domestic components [6]. - The company anticipates a compound annual growth rate (CAGR) of 10.83% in revenue and 19.28% in net profit from 2020 to 2024, with significant contributions from its automotive and motorcycle intake systems [6]. - Hengbo has established a joint venture with DMI to develop the PEEK manufacturing industry chain, enhancing its competitive edge [6].

Group 1 - The core point of the news is that Hengbo Co., Ltd. has seen a significant stock price increase of 5.58%, reaching 100.65 CNY per share, with a total market capitalization of 10.405 billion CNY as of October 31 [1] - Hengbo Co., Ltd. was established on October 18, 2005, and went public on June 16, 2023. The company specializes in the research, development, production, and sales of internal combustion engine intake systems and components [1] - The revenue composition of Hengbo's main business includes 60.23% from automotive intake systems and components, 34.60% from motorcycle intake systems and components, 2.66% from general machinery intake systems and components, and 2.52% from other sources [1] Group 2 - According to data, one fund under Baoying Fund has heavily invested in Hengbo Co., Ltd. The Baoying Ruifeng Innovation Mixed A/B fund increased its holdings by 38,700 shares in the third quarter, bringing the total to 85,600 shares, which accounts for 3.98% of the fund's net value [2] - The Baoying Ruifeng Innovation Mixed A/B fund was established on September 26, 2014, and has a latest scale of 435.362 million CNY. Year-to-date returns are 24.94%, ranking 3836 out of 8154 in its category, while the one-year return is 22.26%, ranking 4046 out of 8046 [2]

Core Insights - Hengbo Co., Ltd. has shown a significant increase in revenue and net profit for the first nine months of 2025, with a revenue of 731 million yuan, representing a year-on-year growth of 19.09%, and a net profit of 94.18 million yuan, up 8.89% year-on-year [2] Financing and Trading Activity - On October 30, Hengbo's stock price increased by 0.25%, with a trading volume of 270 million yuan. The financing buy-in for the day was 36.14 million yuan, while the financing repayment was 28.84 million yuan, resulting in a net financing buy of 7.30 million yuan. The total financing and securities balance reached 159 million yuan [1] - The current financing balance of 159 million yuan accounts for 5.57% of the circulating market value, indicating a high level compared to the 80th percentile over the past year [1] - There were no short selling activities on October 30, with a short selling balance of 0 shares, also indicating a high level compared to the 80th percentile over the past year [1] Shareholder and Institutional Holdings - As of October 20, the number of shareholders for Hengbo was 7,387, a decrease of 0.19% from the previous period, while the average circulating shares per person increased by 0.19% to 4,045 shares [2] - Since its A-share listing, Hengbo has distributed a total of 83.23 million yuan in dividends [3] - As of September 30, 2025, the top ten circulating shareholders included notable institutional investors, with significant changes in holdings among them, such as an increase of 658,900 shares for the second-largest shareholder and new entries from several funds [3]

Core Insights - Hengbo Co., Ltd. reported a total operating revenue of 731 million yuan for Q3 2025, ranking 148th among disclosed peers. The net profit attributable to shareholders was approximately 94.18 million yuan, with net cash inflow from operating activities at 51.74 million yuan, a decrease of 4.24 million yuan compared to the same period last year, representing a year-on-year decline of 45.04% [1][3] Financial Performance - The latest debt-to-asset ratio stands at 22.92%, an increase of 1.40 percentage points from the previous quarter and up 4.36 percentage points from the same period last year [3] - The gross profit margin is reported at 30.08%, down 1.75 percentage points from the previous quarter and down 0.46 percentage points year-on-year [3] - The return on equity (ROE) is recorded at 6.14% [3] Earnings and Shareholder Information - The diluted earnings per share (EPS) is 0.93 yuan [4] - The total asset turnover ratio is 0.38 times, ranking 157th among disclosed peers, while the inventory turnover ratio is 2.39 times, ranking 150th, reflecting a decrease of 0.24 times year-on-year, which is an 8.95% decline [4] - The number of shareholders is 7,997, with the top ten shareholders holding a total of 80.69 million shares, accounting for 78.05% of the total share capital [4]