河北恒工精密装备股份有限公司 关于参加 2025 年河北辖区上市公司投资者网上集体接待日暨 证券代码：301261 证券简称：恒工精密 公告编号：2025-036 2025 年半年报集体业绩说明会的公告 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。 为进一步加强与投资者的互动交流，河北恒工精密装备股份有限公司(以下 简称"公司")将参加由河北证监局、河北上市公司协会与深圳市全景网络有限 公司联合举办的"关于参加 2025 年河北辖区上市公司投资者网上集体接待日暨 2025 年半年报集体业绩说明会"，现将相关事项公告如下： 2025 年 9 月 10 日 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 (http://rs.p5w.net)，或关注微信公众号：全景财经，或下载全景路演 APP，参 与本次互动交流，活动时间为 2025 年 9 月 15 日(周一)14:00-17:00。 届时公司董事长、总经理魏志勇先生，董事、董事会秘书、财务总监刘东先 生将在线就公司治理、发展战略、经营状况、股权激励和可持续发展等投资者关 心的问题，与投资者进 ...

中信证券股份有限公司 关于河北恒工精密装备股份有限公司 2025年半年度跟踪报告 | 保荐人名称：中信证券股份有限公司 | 被保荐公司简称： 恒工精密 | | --- | --- | | 保荐代表人姓名：薛艳伟 | 联系电话：010-60838342 | | 保荐代表人姓名：宋云涛 | 联系电话：010-60833991 | 一、保荐工作概述 | 项目 | | 工作内容 | | --- | --- | --- | | 1.公司信息披露审阅情况 | | | | （1）是否及时审阅公司信息披露文件 | 是 | | | （2）未及时审阅公司信息披露文件的次数 | 无 | | | 2．督导公司建立健全并有效执行规章制度的情况 | | | | （1）是否督导公司建立健全规章制度（包括但不 限于防止关联方占用公司资源的制度、募集资金 | 是 | | | 管理制度、内控制度、内部审计制度、关联交易 | | | | 制度） | | | | （2）公司是否有效执行相关规章制度 | 是 | | | 3.募集资金监督情况 | | | | （1）查询公司募集资金专户次数 | 6次 | | | （2）公司募集资金项目进展是否与信息披露 ...

恒工精密公告，持股5%以上股东京津冀产业协同发展投资基金于2025年9月2日通过集中竞价减持99977 股，占公司总股本0.11%，其持股比例由9.00%降至8.89%，触及1%整数倍。本次减持属于此前披露的 3%以内减持计划，尚未实施完毕。 ...

证券代码：301261 证券简称：恒工精密 公告编号：2025-035 河北恒工精密装备股份有限公司 关于持股 5%以上股东减持股份比例触及 1%整数倍的公告 公司持股 5%以上的股东京津冀产业协同发展投资基金（有限合伙）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。 | 按照《证券法》第 | | | --- | --- | | 六十三条的规定， 是□ | 否☑ | | 是否存在不得行使 | | | 表决权的股份 | | | 6、30%以上股东增持股份的进一步说明（不适用） | | | 7、备查文件 | | | （1）中国证券登记结算有限责任公司持股变动明细； | | （2）京津冀基金出具的《关于股份减持计划实施进展的告知函》。 特此公告。 河北恒工精密装备股份有限公司 董 事 会 2025 年 9 月 3 日 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 河北恒工精密装备股份有限公司（以下简称"公司"或者"本公司"）于 2025 年 8 月 8 日披露《关于持股 5%以上的股东减持股份的预披露公告》（公 告编号：2025-025），持有本公司股份 7,910 ...

Group 1 - The A-share market saw a surge in robotics concept stocks, with several stocks hitting the daily limit up [1] - Notable performers included Shunyu Precision with a 30% increase, and Shangwei New Materials with a 20% increase [2] - Market rumors suggest that Tesla and its suppliers held a conference call, potentially revising production guidance for next year to 1,000-10,000 units per week, translating to an annualized production of 50,000-500,000 units [1] Group 2 - Shunyu Precision's market capitalization reached 2.789 billion, with a year-to-date increase of 153.84% [2] - Shangwei New Materials had a market capitalization of 41.2 billion, with an impressive year-to-date increase of 1439.90% [2] - Other companies like Zhenyu Technology and Haon Automotive also showed significant gains, with year-to-date increases of 222.19% and 144.85% respectively [2]

Core Insights - The company achieved steady growth in its operations through initiatives focused on enhancing new productivity for intelligent manufacturing and improving management capabilities to reduce costs and increase efficiency [1] - In the first half of 2025, the company reported revenue of 527 million RMB, a year-on-year increase of 2.71%, and a net profit of 66 million RMB, showing a slight decline compared to the previous year; however, the net profit excluding non-recurring items grew by 9.04% to 55 million RMB [1] - The company is committed to returning value to its investors, proposing a cash dividend of 3.50 RMB per 10 shares, totaling 30.76 million RMB to be distributed to shareholders [1] Financial Performance - Revenue from continuous cast iron parts and hydraulic equipment reached 175 million RMB and 181 million RMB respectively, with year-on-year growth of 8.35% and 1.60%; air compressor parts generated 109 million RMB in revenue [1] - Research and development investment amounted to 19.73 million RMB, reflecting a year-on-year increase of 21.95% [2] Strategic Initiatives - The company is focusing on a business model that combines efficient production capacity with market expansion, targeting high-potential clients in the robotics industry and optimizing resource allocation [2] - Strategic partnerships with clients like Beijing Zhihong and Zhiyuan Robotics are enhancing the company's supply chain capabilities and extending its involvement in the core components of humanoid robots [2] - The company is establishing an industrial fund to invest in the humanoid robotics sector, facilitating collaboration on key materials and precision processing technologies [2] Market Position - The company is well-positioned in the core components market for humanoid robots, with products like RV reducers and planetary gear seats certified by leading manufacturers, indicating significant growth potential in the future [3]

Core Viewpoint - Henggong Precision (301261) reported mixed financial results for the first half of 2025, with a slight increase in revenue but a decline in net profit compared to the previous year [1][2]. Financial Performance - Total revenue for the reporting period reached 527 million yuan, a year-on-year increase of 2.71% [1] - Net profit attributable to shareholders was 66.03 million yuan, a year-on-year decrease of 2.73% [1] - In Q2 alone, total revenue was 289 million yuan, up 7.05% year-on-year, while net profit for the quarter rose by 25.53% to 46.08 million yuan [1] - Gross margin stood at 24.67%, down 4.7% year-on-year, and net margin was 12.54%, down 5.29% year-on-year [1] - Total selling, administrative, and financial expenses amounted to 62.26 million yuan, accounting for 11.82% of revenue, an increase of 19.97% year-on-year [1] - Earnings per share were 0.75 yuan, a decrease of 2.73% year-on-year [1] Capital Efficiency - The company's Return on Invested Capital (ROIC) for the previous year was 4.04%, indicating weak capital returns [2] - Historical median ROIC since listing is 15.46%, suggesting that the company has had better investment returns in the past [2] Cash Flow and Debt - Cash flow situation is concerning, with cash and cash equivalents to current liabilities at only 37.72% and the average operating cash flow over the last three years to current liabilities at 1.64% [3] - Debt situation is also a concern, with interest-bearing asset-liability ratio at 30.01% and interest-bearing liabilities to average operating cash flow over the last three years at 49.48% [3] Accounts Receivable - Accounts receivable are notably high, with accounts receivable to profit ratio reaching 346.95% [4] Fund Holdings - The largest fund holding in Henggong Precision is the Jiashi Stable Return 6-Month Holding Mixed A, with a scale of 843 million yuan and a recent net value increase of 0.17% [4]

恒工精密属于通用设备制造业，主要从事连续铸铁件的研发、生产和销售。公司产品应用于工程机械、 注塑机、空压机等领域，并积极布局机器人核心零部件业务。2025年上半年，公司实现营业收入5.27亿 元，扣非净利润5491.77万元，同比增长9.04%。 风险提示：股市有风险，投资需谨慎。（本内容由AI生成，仅供参考，不构成投资建议。） 根据公司发布的2025年半年报，恒工精密上半年研发投入1973.17万元，同比增长21.95%。公司及子公 司累计拥有有效专利311项，软件著作权179项。在业务布局方面，公司通过参股青岛安鹏具身智车创业 投资基金，与智元机器人等下游客户建立股权合作，切入人形机器人赛道。 恒工精密股价报84.60元，较前一交易日下跌3.28%。盘中最高触及88.66元，最低下探84.50元，成交额 3.29亿元。 8月27日，恒工精密主力资金净流出6616.81万元，占流通市值比为2.09%。近五日主力资金净流出 17235.84万元，占流通市值比为5.44%。 ...

Core Insights - The company demonstrated strong operational resilience in a complex economic environment, achieving a revenue of 527 million yuan in the first half of 2025, representing a year-on-year growth of 2.71% [1][2] - The core business profitability improved, with the net profit attributable to shareholders reaching 66.03 million yuan, and the net profit after deducting non-recurring gains and losses increasing by 9.04% to 54.92 million yuan [2][3] - A cash dividend of 3.50 yuan per 10 shares (including tax) was proposed, reflecting the company's commitment to shareholder returns while ensuring operational and developmental investments [2] Revenue and Profitability - The company maintained a stable financial performance, with a revenue of 527 million yuan and a net profit of 66.03 million yuan, indicating a solid market position in the mechanical industry [2] - The core business profitability showed significant enhancement, with a net profit of 54.92 million yuan, marking a 9.04% increase year-on-year [2][3] Strategic Developments - The company has strengthened its core business competitiveness through a strategic focus on product replacement, achieving domestic substitution in key components like RV reducers and advancing harmonic reducer solutions [3] - The "continuous casting + precision machining" one-stop service model has effectively addressed customer supply chain stability, product quality consistency, and cost control challenges, with revenue from continuous cast iron components reaching 175 million yuan, up 8.35% [3] R&D and Capacity Expansion - The company increased its R&D investment, with expenses reaching 19.73 million yuan in the first half of 2025, a 21.95% increase, focusing on optimizing continuous cast iron material properties and upgrading precision machining processes [4] - Capacity expansion projects have seen significant investment, with 358 million yuan allocated to the fluid equipment component manufacturing project, which is now fully operational, and 162 million yuan to the fluid equipment core component expansion project, nearing completion at 92.09% [4]

河北恒工精密装备股份有限公司 2025年半年度募集资金存放、管理与使用情况专项报告 根据中国证券监督管理委员会《上市公司募集资金监管规则》《深圳证券交 易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》以及《深圳证 券交易所创业板上市公司自律监管指南第 2 号——公告格式》的相关规定，本公 司就 2025 年半年度募集资金存放、管理与使用情况作如下专项报告： 一、募集资金基本情况 1、实际募集资金金额和资金到位情况 经中国证券监督管理委员会《关于同意河北恒工精密装备股份有限公司首次 公开发行股票注册的批复》（证监许可〔2023〕617 号）同意注册，本公司向社 会公开发行人民币普通股股票 21,972,549 股（每股面值为人民币 1 元），发行 方式采用向参与战略配售的投资者定向配售、网下向符合条件的投资者询价配售 和网上向持有深圳市场非限售A股股份和非限售存托凭证市值的社会公众投资者 定价发行相结合的方式进行，每股发行价格为人民币 36.90 元。 公司实际已向社会公开发行人民币普通股 21,972,549 股，募集资金总额人 民币 810,787,058.10 元，扣除含税的承销费人民币 7 ...