恒勃股份12月25日大宗交易平台共发生28笔成交，合计成交量90.02万股，成交金额7587.18万元。成交 价格均为84.28元，相对今日收盘价折价23.22%。从参与大宗交易营业部来看，机构专用席位共出现在 17笔成交的买方或卖方营业部中，合计成交金额为4876.48万元，净买入4876.48万元。 进一步统计，近3个月内该股累计发生31笔大宗交易，合计成交金额为8492.43万元。 证券时报·数据宝统计显示，恒勃股份今日收盘价为109.77元，上涨10.71%，日换手率为9.74%，成交额 为3.09亿元，全天主力资金净流入2427.43万元，近5日该股累计上涨11.49%，近5日资金合计净流入 3027.37万元。 两融数据显示，该股最新融资余额为1.06亿元，近5日增加337.25万元，增幅为3.29%。 据天眼查APP显示，恒勃控股股份有限公司成立于2005年10月18日，注册资本10338万人民币。（数据 宝） 12月25日恒勃股份大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 ...

Core Viewpoint - The automotive parts sector experienced a significant increase of 2.37% on December 25, with Chaojie Co., Ltd. leading the gains [1] Group 1: Market Performance - The Shanghai Composite Index closed at 3959.62, up 0.47%, while the Shenzhen Component Index closed at 13531.41, up 0.33% [1] - The automotive parts sector saw a net inflow of 2.933 billion yuan from major funds, while retail investors experienced a net outflow of 553 million yuan [2] Group 2: Individual Stock Performance - Chaojie Co., Ltd. (301005) closed at 134.93, with a remarkable increase of 20.00% and a trading volume of 294,700 shares, amounting to 3.742 billion yuan [1] - Hengbo Co., Ltd. (301225) closed at 109.77, rising by 10.71% with a trading volume of 29,100 shares, totaling 309 million yuan [1] - Longmu Machinery (002363) closed at 10.31, up 10.03% with a trading volume of 43,700 shares, amounting to 4.507 million yuan [1] - Haoneng Co., Ltd. (603809) closed at 14.05, increasing by 10.02% with a trading volume of 959,400 shares, totaling 1.317 billion yuan [1] - Xusheng Group (603305) closed at 15.38, up 10.01% with a trading volume of 1,039,800 shares, amounting to 1.547 billion yuan [1] Group 3: Fund Flow Analysis - Major funds showed a net inflow in several stocks, including Wanfang Qianchao (000559) with a net inflow of 6.57 million yuan, representing 33.27% of its trading volume [3] - Retail investors showed a significant net outflow in stocks like Wanfang Qianchao (000559) with a net outflow of 3.37 million yuan, accounting for 17.06% of its trading volume [3] - The overall trend indicates a divergence in fund flows, with major funds favoring certain stocks while retail investors are withdrawing [2][3]

截至12月25日收盘，PEEK材料概念上涨2.50%，位居概念板块涨幅第10，板块内，39股上涨，超捷股 份20%涨停，恒勃股份、长盈精密、隆盛科技等涨幅居前，分别上涨10.71%、8.52%、6.83%。跌幅居 前的有中国巨石、天赐材料、国恩股份等，分别下跌1.19%、1.15%、0.96%。 今日涨跌幅居前的概念板块 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 300115 | 长盈精 密 | 8.52 | 10.05 | 54775.70 | 10.24 | | 002625 | 光启技 术 | 1.91 | 1.27 | 15724.27 | 11.17 | | 300680 | 隆盛科 技 | 6.83 | 16.14 | 12977.94 | 8.71 | | 600143 | 金发科 技 | 2.01 | 3.56 | 10756.07 | 6.12 | | 002048 | 宁波华 翔 | 5.78 ...

责任编辑：小浪快报 第1笔成交价格为87.12元，成交2.30万股，成交金额200.38万元，溢价率为-11.72%，买方营业部为机构 专用，卖方营业部为中信证券股份有限公司台州分公司。 进一步统计，近3个月内该股累计发生3笔大宗交易，合计成交金额为905.25万元。该股近5个交易日累 计上涨1.92%，主力资金合计净流出1488.6万元。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 12月22日，恒勃股份收涨1.95%，收盘价为98.69元，发生1笔大宗交易，合计成交量2.3万股，成交金额 200.38万元。 ...

12月22日，恒勃股份大宗交易成交2.3万股，成交额200.38万元，占当日总成交额的1.84%，成交价87.12 元，较市场收盘价98.69元折价11.72%。 ...

一、培训时间 2025 年 12 月 15 日 二、培训地点 浙江省台州市恒勃股份会议室 三、培训内容 中信建投证券股份有限公司 关于恒勃控股股份有限公司 2025 年度持续督导的培训报告 中信建投证券股份有限公司（以下简称"中信建投"或"保荐人"）作为恒 勃控股股份有限公司（以下简称"恒勃股份"或"公司"）的保荐人和持续督导 机构，根据《证券发行上市保荐业务管理办法》《深圳证券交易所上市公司自律 监管指引第 13 号——保荐业务》等相关规定，对恒勃股份到场的董事、监事、 高级管理人员及公司控股股东和实际控制人等相关人员进行了专门培训，本次培 训的具体情况如下： 1、介绍深圳证券交易所创业板上市公司募集资金管理的注意事项； 2、对最新法规案例进行解读，介绍市场情况，传达最新的监管动态； 3、为企业介绍目前再融资及港股市场状况及审核关注要点； 4、在培训过程中，培训人员解答了企业相关问题，进行了交流互动。 （本页无正文，为《中信建投证券股份有限公司关于恒勃控股股份有限公司 2025 年度持续督导的培训报告》之签字盖章页） 保荐代表人： 胡虞天成 华凌昊 中信建投证券股份有限公司 四、培训的完成情况及效果 本次持 ...

| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-12-17 | 301225 | 恒勃股份 | 87.89 | 4.60 | | 404.29 华泰证券股份有限 | 中信证券股份有限 | | | | | | | | 公司北京分公司 | 公司台州分公司 | | 2025-12-17 | 301225 | 恒勃股份 | 87.89 | 3.42 | 300.58 机构专用 | | 中信证券股份有限 | | | | | | | | | 公司台州分公司 | 12月17日，恒勃股份大宗交易成交8.02万股，成交额704.87万元，占当日总成交额的4.68%，成交价 87.89元，较市场收盘价100.88元折价12.88%。 ...

Group 1: Market Review and Outlook - The mechanical equipment industry outperformed the market in 2025, with an overall increase of 27.80%, surpassing the Shanghai Composite Index by 17.65 percentage points [10][11] - The industry saw a recovery in performance, with revenue reaching 15,337 billion yuan, a year-on-year increase of 6.34%, and net profit of 1,103 billion yuan, up 14.19% [11] - The outlook for 2026 is optimistic, with expectations of a moderate recovery in macroeconomic conditions and improvements in domestic manufacturing demand [15][18] Group 2: Investment Directions: New Technologies - Focus on new technologies such as humanoid robots, nuclear fusion, quantum technology, low-speed unmanned systems, and perovskite solar cells, which are expected to drive industry upgrades and innovation [15][19] - Humanoid robots are shifting from theme-driven investments to value verification, with a focus on production schedules and scene orders [28][30] - Nuclear fusion is gaining momentum with accelerated technological progress and policy support, particularly in the Tokamak technology route [19][60] Group 3: Investment Directions: Cyclical Recovery - The cyclical recovery is driven by overseas expansion and policy support, with expectations for high export demand in 2026 [23][24] - The engineering machinery sector is showing strong recovery momentum, with significant growth in overseas exports and stabilization in domestic sales [23] - The oil service sector is entering an upward cycle, driven by the natural gas industry and AI computing power demands [23] Group 4: Recommended Stocks and Investment Portfolio - The investment strategy emphasizes a dual approach, focusing on both global benchmark chains and domestic supply chains [52][53] - Key recommended stocks include Sanhua Intelligent Controls, Beite Technology, and Yushun Technology, which are positioned to benefit from the growth in humanoid robots and related technologies [53][54] - The portfolio should balance between high visibility stocks linked to Tesla's supply chain and those offering higher growth potential in the domestic market [54][55]

Group 1 - The current market expectations for automotive stimulus policies and total production and sales volume for next year are weak, indicating a potential bottoming out of expectations. The cyclical attributes of the automotive sector are weakening, while growth directions such as robotics and autonomous driving remain core themes [1][2] - The central economic work conference emphasized the importance of domestic demand and the continuation of national subsidy policies until 2026. Recent sales from leading automotive companies have weakened, and the anticipated "tail effect" from year-end stocking has not materialized, leading to low market sentiment. However, there is optimism for the high-end development of domestic passenger vehicles, a strong new car cycle, and the overseas expansion of leading new energy vehicle companies [2] - In the commercial vehicle sector, heavy truck sales reached 113,000 units in November, a year-on-year increase of 65% and a month-on-month increase of 7%. The medium and large bus sector saw sales of 13,000 units, up 25% year-on-year and 12% month-on-month. The export of buses was 4,000 units, reflecting a 26% year-on-year increase and a 12% month-on-month increase. The commercial vehicle sector is expected to perform well, particularly with growth in buses and motorcycles [3] Group 2 - The robotics sector is currently viewed positively, with a rebound since late November. Key developments include small batch orders from the Tesla supply chain and supportive policies for humanoid robots in the U.S. The application of new technologies like GaN is attracting market attention. Future milestones, such as the release of Gen3 in Q1 2025 and the transition to mass production in the second half of the year, are critical for sustaining market momentum [2] - Recommended stocks for investment include Hengbo Co., Ltd. (301225), Weichai Power (000338), Yutong Bus (600066), JAC Motors (600418), Sanhua Intelligent Control (002050), and Longsheng Technology (300680) [3]

证券日报网讯 12月12日，恒勃股份在互动平台回答投资者提问时表示，截至2025年12月10日，公司股 东人数为5711户。 （文章来源：证券日报） ...