Group 1 - The core point of the article is that Hengbo Co., Ltd. (301225.SZ) plans to indirectly invest in Kaizheng Automotive by establishing a joint venture, Jiangsu Hengbo Kaizheng Automotive Electronics Co., Ltd., to explore new growth opportunities in the automotive interior parts sector [1] - Hengbo will contribute RMB 10.2 million, holding a 51% stake in the joint venture, while Kaizheng Partnership will invest RMB 9.8 million for a 49% stake [1] - The joint venture aims to acquire 100% equity of Kaizheng Automotive, which has notable advantages in the research and design of surface treatment interior components [1] Group 2 - The establishment of the joint venture and acquisition of Kaizheng Automotive is intended to expand Hengbo's industrial value chain and enter the automotive interior parts market [1] - Following the completion of the transaction, both Jiangsu Hengbo Kaizheng and Kaizheng Automotive will be included in Hengbo's consolidated financial statements [1]

公告称，凯正汽车在带表面处理内饰件的研发设计能力方面存在较为突出的优势。本次恒勃股份拟与凯 正合伙设立合资公司并购买凯正汽车100%股权，是为进军汽车内饰件领域，进一步拓展恒勃股份产业 价值链，为恒勃股份开拓新的市场增长点。 恒勃股份（301225）(301225.SZ)公告，公司拟与安徽凯正创业投资合伙企业(有限合伙)("凯正合伙")成 立合资公司江苏恒勃凯正汽车电子有限公司("江苏恒勃凯正")，恒勃股份以自有资金认缴出资人民币 1020.00万元，占江苏恒勃凯正注册资本的51%，凯正合伙以自有资金认缴出资人民币980.00万元，占江 苏恒勃凯正注册资本的49%。江苏恒勃凯正成立后，拟以现金的方式收购石恩奇、广东敏弘新材料科技 有限公司("广东敏弘")及方永合计持有的安徽凯正汽车电子有限公司("凯正汽车")100%股权。交易完成 后，江苏恒勃凯正和凯正汽车均纳入恒勃股份合并报表范围。 ...

证券代码：301225 证券简称：恒勃股份 公告号：2025-052 恒勃控股股份有限公司 第四届董事会第十二次会议决议公告 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、董事会会议召开情况 恒勃控股股份有限公司（以下简称"公司"或"恒勃股份"）第四届董事会第十 二次会议于 2025 年 9 月 2 日以书面形式向全体董事发出通知，并于 2025 年 9 月 5 日以 现场结合通讯方式在公司会议室召开。本次会议应出席董事 7 人，实际出席董事 7 人， 其中董事周书忠先生、胡婉音女士、周恒跋先生、王兴斌先生、项先权先生、武建伟 先生以通讯方式出席会议。本次会议由董事长周书忠先生召集并主持，公司监事、高 级管理人员列席了本次会议。本次会议的召开符合《中华人民共和国公司法》《中华 人民共和国证券法》《公司章程》《董事会议事规则》等有关法律、法规、规范性文 件的规定，程序合法。 二、董事会会议审议情况 经与会董事认真讨论，审议并通过如下事项： （一）审议通过了《关于对外投资设立合资公司并购买股权的议案》 董事会同意恒勃股份与安徽凯正创业投资合伙企业（有限合伙） ...

证券代码：301225 股票简称：恒勃股份 公告编号：2025-053 恒勃控股股份有限公司 第四届监事会第十二次会议决议公告 本公司及监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、监事会会议召开情况 恒勃控股股份有限公司（以下简称"公司"）第四届监事会第十二次会议于 2025 年 9 月 2 日以书面通知的方式向全体监事发出通知，并于 2025 年 9 月 5 日以现场结合通讯方式在公 司会议室召开。本次会议应出席监事 3 人，实际出席监事 3 人，其中监事赵伟先生以通讯方式 出席会议。本次会议由监事会主席赵伟先生召集并主持。本次会议的召开符合《中华人民共 和国公司法》《公司章程》《监事会议事规则》等有关法律法规、规范性文件的规定，程序 合法。 二、监事会会议审议情况 经与会监事认真讨论，审议并通过如下事项： （一）审议通过《关于对外投资设立合资公司并购买股权的议案》 经审核，监事会认为：本次投资的资金来源为公司自有资金，是在保证公司主营业务正 常发展的前提下做出的投资决策。本次投资事项不会影响公司生产经营活动的正常运行，不 会对公司独立性产生影响，亦不存在损 ...

证券代码：301225 证券简称：恒勃股份 公告编号：2025-051 恒勃控股股份有限公司 关于对外投资设立合资公司并购买股权的公告 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。 重要内容提示： 1、恒勃控股股份有限公司（以下简称"恒勃股份"）拟与安徽凯正创业投资合 伙企业（有限合伙）（以下简称"凯正合伙"）成立合资公司江苏恒勃凯正汽车电 子有限公司（以下简称"公司"或"江苏恒勃凯正"，最终以登记机关核准登记名 称为准），恒勃股份以自有资金认缴出资人民币 1,020.00 万元，占江苏恒勃凯正注 册资本的 51%，凯正合伙以自有资金认缴出资人民币 980.00 万元，占江苏恒勃凯正 注册资本的 49%。江苏恒勃凯正成立后，拟以现金的方式收购石恩奇、广东敏弘新 材料科技有限公司（以下简称"广东敏弘"）及方永合计持有的安徽凯正汽车电子 有限公司（以下简称"凯正汽车"或"标的公司"）100%股权。本次交易完成后， 江苏恒勃凯正和凯正汽车均纳入恒勃股份合并报表范围。 2、本次交易事项已经恒勃股份第四届董事会第十二次会议、第四届监事会第十 二次会议审议通过，无需提交 ...

Group 1 - Hengbo Co., Ltd. experienced a decline of 5.27% on September 3, with a stock price of 77.10 yuan per share and a total market capitalization of 7.971 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 - Huafu Technology Momentum Mixed A Fund (007713) entered the top ten circulating shareholders of Hengbo Co., holding 870,000 shares, which accounts for 2.88% of the circulating shares, resulting in a floating loss of approximately 3.7323 million yuan [2] - The fund, established on November 6, 2019, has a current scale of 570 million yuan, with a year-to-date return of 72.2% and a one-year return of 166.41% [2] Group 3 - The fund manager of Huafu Technology Momentum Mixed A is Shen Cheng, who has been in the position for 3 years and 250 days, managing assets totaling 1.661 billion yuan, with the best fund return during his tenure being 43.76% and the worst being -3.7% [3] Group 4 - Huafu Technology Momentum Mixed A Fund holds Hengbo Co. as its largest position, with 870,000 shares representing 5.85% of the fund's net value, leading to a floating loss of approximately 3.7323 million yuan [4]

证券日报网讯恒勃股份（301225）9月1日在互动平台回答投资者提问时表示，截至2025年8月29日，公 司股东人数为6，688户。 ...

Financial Performance - The company reported a total revenue of 468 million yuan for the first half of 2025, representing a year-on-year increase of 17.91% [1] - The net profit attributable to shareholders reached 66.44 million yuan, up 14.5% year-on-year [1] - In Q2 2025, total revenue was 252 million yuan, an increase of 18.86% compared to the same quarter last year [1] - The gross margin improved to 31.82%, up 4.74% year-on-year, while the net margin decreased to 14.2%, down 2.89% [1] - The company's accounts receivable increased by 30.88% year-on-year, reaching 206 million yuan [1] Key Financial Ratios - The company's return on invested capital (ROIC) was 8.59% last year, indicating average capital returns [3] - The net profit margin was reported at 15.15%, suggesting high added value in products or services [3] - The total of selling, administrative, and financial expenses amounted to 44.92 million yuan, accounting for 9.6% of revenue, which is a 21.01% increase year-on-year [1] Shareholder Information - The largest fund holding the company's shares is the Huafu Technology Momentum Mixed A fund, with 870,000 shares and a recent net value increase of 0.08% [4] - The fund has shown a significant annual increase of 164.07% [4] Strategic Focus - The company plans to focus on the development and application of modified polymer materials, particularly PEEK, which has excellent properties for high-temperature and high-performance applications [5] - A partnership with Discover Material Inc. aims to leverage over 30 years of experience in modified materials to create an industry-leading production line for high-performance materials [5] - The company seeks to provide customized and differentiated components to meet diverse market demands, bridging the gap between modified materials and precision manufacturing [5]

Group 1 - Hengbo Co., Ltd. experienced a stock price decline of 5.08% on August 28, with a closing price of 72.51 CNY per share and a total market capitalization of 7.496 billion CNY [1] - The company has seen a cumulative decline of 8.07% over the past three days, indicating a downward trend in its stock performance [1] - Hengbo's main business involves the research, development, production, and sales of internal combustion engine intake systems and components, with revenue composition as follows: 60.23% from automotive intake systems, 34.60% from motorcycle intake systems, 2.66% from general machinery intake systems, and 2.52% from other sources [1] Group 2 - Among the top ten circulating shareholders of Hengbo, Penghua Fund's carbon neutrality theme mixed fund (016530) increased its holdings by 128,300 shares, totaling 741,300 shares, which represents 2.46% of the circulating shares [2] - The fund has incurred a floating loss of approximately 2.8762 million CNY today, with a total floating loss of 4.9741 million CNY over the three-day decline [2] - The Penghua carbon neutrality theme mixed fund was established on May 5, 2023, with a current scale of 2.08 billion CNY and has achieved a year-to-date return of 75.14% [2]

公司最新资产负债率为21.52%，较上季度资产负债率增加0.53个百分点，较去年同期资产负债率增加 1.79个百分点。 公司最新毛利率为31.82%，较上季度毛利率减少0.72个百分点。最新ROE为4.46%。 公司摊薄每股收益为0.65元。 2025年8月28日，恒勃股份(301225.SZ)发布2025年中报。 公司营业总收入为4.68亿元，在已披露的同业公司中排名第140。归母净利润为6643.63万元。经营活动 现金净流入为-491.26万元，在已披露的同业公司中排名第155，较去年同报告期经营活动现金净流入减 少8302.77万元，同比较去年同期下降106.29%。 公司最新总资产周转率为0.25次，在已披露的同业公司中排名第148。最新存货周转率为1.58次，在已披 露的同业公司中排名第144，较去年同期存货周转率减少0.27次，同比较去年同期下降14.55%。 公司股东户数为6479户，前十大股东持股数量为8031.82万股，占总股本比例为77.69%，前十大股东持 股情况如下： | 序号 | 股东名称 | 持股比例 | | --- | --- | --- | | I | 周书忠 | 29.11 ...