证券代码：301261 证券简称：恒工精密 公告编号：2026-004 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。 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 日披露了《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 7,910,118 股（占本公司总股本比例 9.00%） 的股东京津冀产业协同发展投资基金（有限合伙）（以下简称"京津冀基金"） 计划自上述公告披露之日起15个交易日后的 3个月内以集中竞价和/或大宗交易 方式减持公司股份合计不超过 2,636,704 股，占公司总股本的 3%；京津冀基金 减持计划期限已于 2025 年 11 月 29 日届满，合计持有的股份占公司总股本的比 例由 9.00%下降至 7.57%。 2026 年 1 月 15 日公司披露了《 ...

Core Insights - The annual CCTV Spring Festival Gala showcased the Galbot, a humanoid robot from Galaxy General, highlighting advancements in embodied intelligence technology [1][3] - Galaxy General Robotics, founded in May 2023, focuses on developing embodied large model robots and has achieved a valuation exceeding $3 billion after a recent funding round [2][3] - The investment by Henggong Precision in the embodied fund reflects a strategic and forward-looking approach, establishing connections with leading companies in the industry [2][3] Company Developments - Galaxy General Robotics demonstrated its capabilities in various tasks during the Spring Festival Gala, including voice interaction and object handling, marking a significant milestone for domestic embodied intelligence technology [1][3] - The company has secured partnerships with major firms like CATL and Bosch, resulting in thousands of orders for its humanoid robots [3] - Henggong Precision has established a joint venture to invest in the embodied intelligence sector, indicating a deep commitment to this emerging field [1][2] Market Position - The recent performance of Galaxy General Robotics at a national cultural event is expected to enhance its brand influence and accelerate commercialization efforts [3] - The investment in Galaxy General and other leading firms positions Henggong Precision to benefit from the rapid growth of the embodied intelligence market, estimated to be worth trillions [3] - The cumulative funding of Galaxy General Robotics has reached $800 million, solidifying its position as a leader in the Chinese embodied intelligence sector [2]

Core Viewpoint - The engineering machinery sector is experiencing significant growth driven by strong domestic and export demand, with sales data for excavators in January 2026 showing a 49.5% year-on-year increase, indicating a clear improvement in the industry's fundamentals [2][3]. Group 1: Market Performance - As of February 12, the Shanghai Composite Index rose by 0.02%, the Shenzhen Component Index increased by 0.32%, and the ChiNext Index gained 0.48%, with sectors like power equipment and small metals leading the gains [2]. - The Engineering Machinery ETF (E Fund, 159138) saw a rise of 1.27%, with constituent stocks such as Linde Co. (605060.SH) and China National Heavy Duty Truck Group (000951.SZ) increasing by over 5% [2]. Group 2: Industry Demand and Growth Drivers - The demand for engineering machinery is supported by factors such as increased construction activity, a rebound in iron ore and non-ferrous metal mining, and rising forestry investments, alongside a low base from the previous year [3]. - The domestic market is expected to see a mild recovery, bolstered by ongoing equipment renewal policies and the implementation of new industrialization and infrastructure initiatives [3]. Group 3: Global Market Dynamics - The global supply chain for mineral resources is being reshaped by increasing geopolitical tensions, leading to a heightened demand for mining companies to enhance their capital expenditures [3]. - Chinese manufacturers are expected to gain a larger share of the global market due to their cost-effectiveness and customized service capabilities, particularly in the context of the Belt and Road Initiative [3]. Group 4: Future Outlook - The domestic engineering machinery market is projected to continue its mild recovery into 2026, with core product sales expected to remain positive [4]. - The overseas sales growth of engineering machinery is anticipated to remain robust, particularly in Africa and countries along the Belt and Road, although competition and trade barriers may intensify [4].

Group 1 - The company Henggong Precision reported that as of January 30, 2026, the total number of shareholders is 14,298 [2]

Market Performance - The general equipment sector increased by 1.35% on January 16, with Jin Taiyang leading the gains [1] - The Shanghai Composite Index closed at 4101.91, down 0.26%, while the Shenzhen Component Index closed at 14281.08, down 0.18% [1] Top Gainers - Jin Taiyang (300606) closed at 31.02, up 20.00% with a trading volume of 237,300 shares and a transaction value of 686 million [1] - Deen Precision (300780) closed at 23.54, up 19.98% with a trading volume of 317,800 shares and a transaction value of 704 million [1] - Henggong Precision (301261) closed at 107.18, up 14.61% with a trading volume of 98,400 shares and a transaction value of 1.053 billion [1] - Jingce Electronics (300567) closed at 135.90, up 14.20% with a trading volume of 244,000 shares and a transaction value of 3.236 billion [1] Top Losers - Ju Li Suo Ju (002342) closed at 11.34, down 10.00% with a trading volume of 111,400 shares and a transaction value of 126 million [2] - Xue Ren Group (002639) closed at 21.81, down 9.99% with a trading volume of 1,985,700 shares and a transaction value of 446.5 million [2] - Lu Xin Chuang Tou (600783) closed at 28.76, down 9.98% with a trading volume of 583,900 shares and a transaction value of 1.692 billion [2] Capital Flow - The general equipment sector saw a net inflow of 1.315 billion from main funds, while retail funds experienced a net outflow of 1.031 billion [2] - The main funds' net inflow and outflow for specific stocks indicate varying investor sentiment, with some stocks like Wuzhou Xinchun (603667) experiencing significant net outflows from retail investors [3]

Group 1: Market Overview - The three major indices experienced fluctuations, with the Shanghai Composite Index down 0.26%, Shenzhen Component Index down 0.18%, and ChiNext Index down 0.2%, while the STAR Market 50 rose by 1.35. Over 2200 stocks in the two markets saw gains, with a total trading volume of approximately 3.03 trillion yuan [2]. Group 2: Semiconductor Sector - The semiconductor sector showed strong performance, with notable gains in storage chips and semiconductor equipment concepts. Tianyue Advanced (688234.SH) rose by 20%, Baiwei Storage (688525.SH) increased by over 17%, and Jiangbolong (301308.SZ) rose by over 13%. Other companies like Xidian Co. (301629.SZ) and Tuojing Technology (688072.SH) also saw increases [2]. - TSMC reported its Q4 2025 revenue exceeding 1,046.09 billion NTD for the first time and plans to increase its capital expenditure for 2026 to a record high of up to 56 billion USD [2]. - TrendForce forecasts a price increase for DRAM contracts in Q1 2026, with general DRAM contract prices expected to rise by 55-60%, HBM-inclusive DRAM prices by 50-55%, and NAND Flash contract prices by 33-38% [2]. Group 3: Electric Grid Equipment Sector - The electric grid equipment sector performed strongly, with Hongxiang Co. (300427.SZ) rising by 11.33%, and other companies like Guangdian Electric (601616.SH), Senyuan Electric (002358.SZ), and Siyuan Electric (002028.SZ) increasing by 10% [3]. - The State Grid Corporation of China announced a projected fixed asset investment of 4 trillion yuan during the 14th Five-Year Plan period, representing a 40% increase compared to the previous plan, aimed at promoting high-quality development of the new power system supply chain [3]. Group 4: Humanoid Robot Sector - The humanoid robot sector also saw significant gains, with companies like Ningbo Huaxiang (002048.SZ), Henggong Precision (301261.SZ), and Fangzheng Electric (002196.SZ) experiencing substantial increases [4]. - A report from Guotai Junan Securities highlighted the potential for breakthroughs in the humanoid robot industry, driven by collaboration among leading companies both domestically and internationally, aiming to transition humanoid robots from laboratory settings to large-scale commercial applications [4]. Group 5: Commercial Aerospace Sector - The commercial aerospace sector performed well, with Xinke Mobile (688387.SH) rising by over 11%, and other companies like Aerospace Development (000547.SZ) and Zhenlei Technology (688270.SH) also seeing significant gains [5]. - Elon Musk announced that SpaceX aims to launch its Starship more than once an hour within three years, with a goal of producing 10,000 Starships annually. Additionally, the China Aerospace Science and Technology Corporation outlined plans for 2026 to advance manned lunar missions and deep space exploration [5].

Core Viewpoint - The A-share market is experiencing a slight decline, with the Shanghai Composite Index at 4104.22 points, down 0.20% and trading below the five-day moving average, while the total trading volume is 25,230.04 billion yuan [1]. Group 1: Market Performance - As of 1:59 PM, the Shanghai Composite Index is at 4104.22 points, reflecting a decrease of 0.20% [1]. - The total trading volume in the A-share market is reported at 25,230.04 billion yuan [1]. Group 2: Stocks Exceeding Five-Day Moving Average - A total of 778 A-shares have surpassed the five-day moving average today [1]. - Notable stocks with significant deviation rates include: - Tianyue Advanced (乖离率 15.31%) with a price increase of 20.00% [1]. - Fusa Technology (乖离率 15.11%) also increased by 20.00% [1]. - Huning Co. (乖离率 15.00%) with a 20.00% rise [1]. - Other stocks with smaller deviation rates include: - Weibohydraulic, Jinyinhe, and Ecovacs, which have just crossed the five-day moving average [1].

Core Viewpoint - The A-share market is experiencing a surge in robot concept stocks, with several companies hitting the daily limit up, driven by positive sentiment surrounding Tesla's V3 version and endorsements from notable investors [1][3]. Group 1: Stock Performance - Companies such as Henghui Anfang, Henggong Precision, and Deen Precision have all reached the daily limit up of 20% [1]. - Other notable performers include Jingzhida with a rise of over 17%, and DeMais, Slinzhidrive, and Kexiang shares increasing by over 14% [1]. - The total market capitalization of Henghui Anfang is 8.603 billion, while Henggong Precision stands at 9.863 billion [3]. Group 2: Investor Sentiment - Jason Calacanis, a well-known Silicon Valley investor, praised the V3 version of Tesla's robot, suggesting that future recognition will focus on Optimus rather than Tesla's past vehicle production [1]. - The positive feedback from influential investors is likely to bolster market confidence in robot-related stocks [1]. Group 3: Year-to-Date Performance - Henghui Anfang has a year-to-date increase of 21.97%, while Henggong Precision has risen by 9.40% [3]. - Other companies like Baive Storage and Stai Zhichui have shown significant year-to-date gains of 51.11% and 50.60%, respectively [3].

Group 1 - The reducer concept continues to strengthen, with Henggong Precision hitting the daily limit up [1] - Other companies such as Deen Precision, Lixing Co., Green Harmonic, Demais, Fengli Intelligent, and Yokogawa Precision also experienced gains [1]

Core Viewpoint - The announcement from the State Grid on January 15 indicates a significant increase in fixed asset investment during the "14th Five-Year Plan" period, projected to reach 4 trillion yuan, representing a 40% growth compared to the previous plan, aimed at the construction of a new power system [3]. Group 1: Stock Performance - A broad rise in electric grid equipment stocks was observed, with Wan Sheng Intelligent hitting the daily limit, and other companies like Senyuan Electric, Wind Fan Co., and Han Cable also reaching their limits [1]. - Yinen Power surged over 22%, while other companies such as Shuangjie Electric and Changgao Electric New also experienced notable increases [1]. - The electric grid equipment index rose by 4.62%, reflecting strong market sentiment [2]. Group 2: Individual Stock Highlights - Yinen Power's stock price reached 23.03 yuan, marking a 22.30% increase [2]. - Wan Sheng Intelligent's stock price was 27.65 yuan, with a 20.01% rise [2]. - Other notable performers included Hongxiang Co. with an 18.10% increase, Han Cable with a 10.10% rise, and Senyuan Electric with a 10.07% increase [2][3]. Group 3: Related Sector Movements - The "中字头" (state-owned enterprises) sector saw significant activity, with companies like China Power Construction hitting the daily limit and others such as China Energy Construction and China Communications Construction also experiencing rapid gains [3]. - The robot concept stocks were active, with Henghui Security reaching the daily limit and Henggong Precision rising over 15% [5][6].