来源：金融界快讯 金融界4月29日消息，宏工科技公告称，公司向特定对象发行人民币普通股（A 股）股票 20,000,000 股，发行价格为每股人民币 26.60 元，募集资金总额为人民币 532,000,000.00 元，减除发行费用人民币 57,747,743.64 元（不含增值税）后，募集资金净额为人民币 474,252,256.36 元。上述募集资金已于 2025 年 4 月 14 日划入公司指定账户。2025 年 4 月 28 日，公司召开第二届董事会第十三次会议审议通过了 《关于开立募集资金专项账户并签订募集资金专户监管协议的议案》，同意公司及全资子公司在符合规 定的金融机构开立募集资金专用账户。近日，公司与中国银行股份有限公司株洲分行、保荐人中信证券 股份有限公司签署《募集资金三方监管协议》。公司、子公司湖南宏工智能科技有限公司、中信证券分 别与招商银行股份有限公司佛山分行以及中国银行股份有限公司株洲分行签署了《募集资金四方监管协 议》。截至 2025 年 4 月 24 日，募集资金专项账户余额与募集资金净额的差额部分系尚未支付的部分发 行费用。公司募集资金专项账户的情况如下：湖南宏工在招商银行股 ...

宏工科技股份有限公司 2024年度独立董事述职报告 （向旭家） 各位股东及股东代表： 二、2024年度履职概况 本人向旭家作为宏工科技股份有限公司（以下简称"公司"）第 二届董事会独立董事，严格按照《公司法》《证券法》《上市公司独 立董事管理办法》《深圳证券交易所创业板股票上市规则》《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》 等相关法律、法规及《公司章程》《独立董事工作制度》等制度的规 定，在2024年的工作中，本着对全体股东负责的态度，忠实、勤勉地 履行独立董事的职责与义务，按时出席董事会和股东大会，积极发挥 独立董事作用，促进公司规范运作，切实维护公司和全体股东尤其是 中小股东的合法权益。现将本人2024年度任职期间履行独立董事职责 情况报告如下： 一、独立董事的基本情况 （一）独立董事工作履历、专业背景及兼职情况 向旭家，男，1969年4月出生，中国国籍，无永久境外居留权，硕 士研究生学历，毕业于西南政法大学经济法专业；2001年6月至2008年 1月，任国浩律师（深圳）事务所律师、合伙人；2008年1月至2008年7 月，任北京德恒（深圳）律师事务所律师；2008年8月至 ...

宏工科技股份有限公司 2024年度独立董事述职报告 （陈全世） 各位股东及股东代表： 本人陈全世作为宏工科技股份有限公司（以下简称"公司"）第二 届董事会独立董事，严格按照《公司法》《证券法》《上市公司独立 董事管理办法》《深圳证券交易所创业板股票上市规则》《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》等 相关法律、法规及《公司章程》《独立董事工作制度》等制度的规定， 在2024年的工作中，本着对全体股东负责的态度，忠实、勤勉地履行 独立董事的职责与义务，按时出席董事会和股东大会，积极发挥独立 董事作用，促进公司规范运作，切实维护公司和全体股东尤其是中小 股东的合法权益。现将本人2024年度任职期间履行独立董事职责情况 报告如下： 一、独立董事的基本情况 （一）独立董事工作履历、专业背景及兼职情况 陈全世，男，1945 年 4 月出生，中国国籍，毕业于清华大学汽车 工程专业，本科学历。1970 年 3 月至 2010 年 10 月，历任清华大学汽 车工程系副教授、教授、汽车工程系主任、机械学院副院长等；2003 年 3 月至 2007 年 3 月，任安徽星马汽车股份有限公司独立董事； ...

宏工科技股份有限公司 董 事 会 二○二五年四月二十九日 宏工科技股份有限公司 董事会关于独立董事独立性自查情况的专项报告 根据《上市公司独立董事管理办法》《深圳证券交易所创业板股 票上市规则》《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》等相关规定，宏工科技股份有限公司（以下 简称"公司"）董事会就公司在任独立董事陈全世先生、向旭家先生、 贺辉娥女士的独立性情况进行评估并出具如下专项意见： 经核查独立董事陈全世先生、向旭家先生、贺辉娥女士的任职经 历以及签署的相关自查文件等内容，上述人员未在公司担任独立董事 以外的任何职务，也未在公司主要股东担任任何职务，与公司以及主 要股东之间不存在利害关系或其他可能妨碍其进行独立客观判断的 关系，不存在其他影响独立董事独立性的情况，因此，公司独立董事 符合《上市公司独立董事管理办法》《深圳证券交易所创业板股票上 市规则》《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》等相关规则对独立董事独立性的相关要求。 ...

（贺辉娥） 各位股东及股东代表： 本人贺辉娥作为宏工科技股份有限公司（以下简称"公司"）第二 届董事会独立董事，严格按照《公司法》《证券法》《上市公司独立 董事管理办法》《深圳证券交易所创业板股票上市规则》《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》等 相关法律、法规及《公司章程》《独立董事工作制度》等制度的规定， 在2024年的工作中，本着对全体股东负责的态度，忠实、勤勉地履行 独立董事的职责与义务，按时出席董事会和股东大会，积极发挥独立 董事作用，促进公司规范运作，切实维护公司和全体股东尤其是中小 股东的合法权益。现将本人2024年度任职期间履行独立董事职责情况 报告如下： 一、独立董事的基本情况 （一）独立董事工作履历、专业背景及兼职情况 贺辉娥，女，1984 年 4 月出生，中国国籍，无境外永久居留权， 硕士研究生学历，毕业于浙江大学工商管理专业，中国注册会计师 （非执业）。2005 年 11 月至 2010 年 3 月任中瑞岳华会计师事务所（合 并后变更为瑞华会计师事务所）项目经理、2010 年 3 月至 2012 年 2 月 任深圳泰邦集团有限公司财务经理、2012 年 ...

Financial Performance - The company's operating revenue for 2024 was CNY 2,090,496,291.57, a decrease of 34.64% compared to CNY 3,198,365,126.77 in 2023[32]. - The net profit attributable to shareholders for 2024 was CNY 207,773,643.03, down 34.03% from CNY 314,954,387.65 in 2023[32]. - The cash flow from operating activities showed a significant improvement, with a net inflow of CNY 130,094,028.87 compared to a net outflow of CNY 42,354,411.68 in 2023, marking a 407.16% increase[32]. - The total assets at the end of 2024 were CNY 4,024,540,753.79, a decrease of 6.18% from CNY 4,289,469,984.50 at the end of 2023[32]. - The company's basic earnings per share for 2024 was CNY 3.46, down 34.10% from CNY 5.25 in 2023[32]. - The weighted average return on equity for 2024 was 22.73%, a decrease of 25.56% from 48.29% in 2023[32]. - The company reported a total of CNY 5,662,300.22 in non-recurring gains and losses for 2024, compared to CNY 13,158,146.35 in 2023[39]. - In 2024, the company achieved operating revenue of 2.09 billion yuan, a year-on-year decrease of 34.64%[68]. - The net profit attributable to shareholders was 207.77 million yuan, down 34.03% year-on-year[68]. - Revenue from lithium battery production lines and equipment was CNY 1,669.20 million, accounting for 79.85% of total revenue, with a year-on-year decline of 43.08%[75]. Market and Industry Outlook - The global material automation processing equipment market is expected to reach $56.51 billion by 2027, indicating significant growth potential[44]. - In 2024, global new energy vehicle sales are projected to reach 18.236 million units, a year-on-year increase of 24.4%, with China accounting for 12.866 million units, a 35.5% increase[45]. - The global power battery shipment volume is expected to reach 998 GWh in 2024, representing a year-on-year growth of 15.38%[45]. - The global energy storage battery shipment volume is projected to reach 369.8 GWh in 2024, with a year-on-year increase of 64.9%, and Chinese companies accounting for 93.5% of the total[46][47]. - The global lithium battery anode material market is expected to see a production increase of 23% in 2024, reaching 2.1673 million tons, with China holding a 98.5% market share[49]. Risks and Challenges - The company faces risks from uneven distribution of operating performance due to the highly customized nature of its products, which can lead to irregular revenue recognition[8]. - High accounts receivable levels have been noted, impacting cash flow and potentially leading to bad debt losses if market conditions worsen[13]. - The company is exposed to risks from fluctuations in raw material prices, which could affect profitability if price adjustments cannot be effectively communicated with clients[9]. - The company acknowledges the potential impact of unfavorable changes in industrial policies affecting downstream industries, which could slow down client capacity expansion[6]. - The company faces risks from intensified market competition, requiring adjustments in operational strategies and product differentiation to maintain its market position[108]. - The company is exposed to industry policy risks that could impact downstream investment demand in lithium batteries and fine chemicals, potentially affecting its operational performance[109]. Innovation and Development - The company emphasizes the importance of innovation in material automation processing technology to maintain competitive advantage in the rapidly evolving market[10]. - The company is committed to continuous research and development to adapt to diverse technological advancements in downstream processing techniques[12]. - The company is focusing on the development of solid-state battery technology, signing several million yuan orders for production lines and equipment in 2024[70]. - The company is enhancing its product development in fine chemicals, rubber plastics, and food pharmaceuticals, increasing the business share in non-new energy sectors[72]. - The company has accumulated thousands of engineering cases in the lithium battery and fine chemical industries, enhancing its technical reserves[65]. Governance and Compliance - The company is committed to enhancing its governance structure and ensuring compliance with relevant laws and regulations to protect shareholder interests[119]. - The board of directors consists of 7 members, including 3 independent directors, ensuring compliance with governance standards and effective decision-making[121]. - The company emphasizes the importance of information disclosure and investor relations management, ensuring accurate and timely information is provided to all shareholders[123]. - The company maintains independence from its controlling shareholders in terms of assets, personnel, finance, organization, and business operations, ensuring a complete and independent operational capability[127]. - The company has established a complete business system capable of independent market operations, with no reliance on controlling shareholders for daily activities[133]. Employee and Compensation - The total number of employees at the end of the reporting period is 1,407, with 325 in the parent company and 1,082 in major subsidiaries[164]. - The employee composition includes 709 production personnel, 146 sales personnel, and 407 technical personnel[164]. - The company has established a comprehensive training program, including online and offline learning platforms, to enhance employee skills and development[166]. - The company has a total of 63 employees with master's degrees or above, and 472 with bachelor's degrees[164]. - The company has fully paid the remuneration to directors, supervisors, and senior management during the reporting period[153]. Shareholder Returns and Dividends - The company plans to distribute cash dividends of 10 RMB per 10 shares to all shareholders, totaling 80 million shares[16]. - The cash dividend amount for the reporting period is RMB 80 million, which accounts for 100% of the total profit distribution[167]. - The company plans to deepen cooperation with major clients and enhance its international competitiveness through customized solutions and quality services[107]. Financial Management - The company is implementing an organizational efficiency enhancement plan to optimize resources and reduce costs[68]. - The company's financial expenses increased by 60.62% to CNY 23.66 million due to higher borrowing costs[83]. - The company reported zero significant deficiencies in financial reporting and non-financial reporting controls[173]. - The internal control audit report received a standard unqualified opinion, indicating no major issues identified[174].

Financial Performance - The company's operating revenue for Q1 2025 was ¥259,273,691.29, a decrease of 44.50% compared to ¥467,186,480.32 in the same period last year[3]. - Net profit attributable to shareholders was ¥17,337,179.46, down 62.88% from ¥46,708,675.07 year-on-year[3]. - Basic and diluted earnings per share decreased by 62.82% to ¥0.29 from ¥0.78 in the same period last year[3]. - Operating profit decreased to ¥21,763,249.01 from ¥50,465,829.16, a decrease of about 56.9% year-over-year[17]. - Net profit decreased to ¥17,337,179.46 from ¥46,708,675.07, reflecting a decline of approximately 63.0% year-over-year[17]. - Total operating revenue decreased to ¥259,273,691.29 from ¥467,186,480.32, representing a decline of approximately 44.5% year-over-year[16]. - Total operating costs decreased to ¥254,756,136.14 from ¥424,202,684.59, a reduction of about 40% year-over-year[16]. Cash Flow and Liquidity - The net cash flow from operating activities increased significantly by 685.89%, reaching ¥106,504,685.13, compared to a negative cash flow of ¥18,178,419.56 in the previous year[3]. - Cash flow from operating activities improved to ¥106,504,685.13 from a negative cash flow of ¥18,178,419.56 in the previous period[19]. - Cash and cash equivalents at the end of the period amounted to ¥358,186,151.65, up from ¥297,615,134.69[20]. - The company's cash and cash equivalents decreased to CNY 415,383,749.84 from CNY 549,680,335.35, a decline of approximately 24.4%[12]. Assets and Liabilities - Total assets at the end of the reporting period were ¥4,343,742,588.61, reflecting a 7.93% increase from ¥4,024,540,753.79 at the end of the previous year[3]. - The total assets of the company as of March 31, 2025, amounted to CNY 4,343,742,588.61, an increase from CNY 4,024,540,753.79 at the beginning of the period[12]. - The company's current assets reached CNY 3,703,442,630.09, up from CNY 3,352,642,631.44, indicating a growth of approximately 10.4%[12]. - The total liabilities increased to CNY 3,308,006,013.49 from CNY 3,006,351,724.96, reflecting a rise of about 10%[14]. - The company's long-term borrowings rose to CNY 348,615,200.00 from CNY 223,365,200.00, an increase of about 56.2%[14]. - The company's short-term borrowings decreased to CNY 240,017,111.11 from CNY 290,017,111.11, a reduction of approximately 17.2%[13]. - The total non-current assets were reported at CNY 640,299,958.52, down from CNY 671,898,122.35, indicating a decline of about 4.7%[13]. Shareholder Information - The top ten shareholders held a total of 42.33% of shares, with the largest shareholder, Luo Caihua, owning 33,861,385 shares[8]. - The total equity attributable to the parent company was CNY 1,035,736,575.12, compared to CNY 1,018,189,028.83 at the beginning of the period, showing a slight decrease of about 1.7%[14]. Expenses - Research and development expenses decreased to ¥21,758,117.28 from ¥32,209,021.58, a reduction of approximately 32.3% year-over-year[16]. - Sales expenses decreased significantly to ¥13,663,757.77 from ¥31,658,200.31, a decline of about 56.8% year-over-year[16]. Other Information - There were no significant non-recurring gains or losses reported during the period[4]. - The decline in revenue was attributed to longer order cycles, which delayed the completion of acceptance procedures[6]. - The company reported a decrease in gross margin, contributing to a larger decline in net profit compared to revenue[6]. - The weighted average return on equity decreased to 1.69%, down 6.50% from 8.19% in the previous year[3].

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The report highlights significant developments in the technology sector, particularly in semiconductor, automotive electronics, AI, and metaverse industries, indicating a dynamic investment landscape Summary by Sections 1. Weekly Capital Market Overview - During the period from April 12 to April 18, 2025, there were 14 financing events in the technology sector, all occurring domestically, with advanced manufacturing, AI, and VR/AR leading the financing activity with 9, 4, and 1 events respectively [9] - Notable IPOs included Hong Kong's Everbright Digital and China's Hong Kong-listed Kent Catalysts, raising significant capital for their respective operations [12][16] 2. Semiconductor Sector Dynamics - Intel is nearing the sale of 51% of its Altera chip division to Silver Lake for $8.75 billion, a significant reduction from its previous acquisition cost [35] - The U.S. has imposed new export restrictions on NVIDIA's H20 and AMD's MI308 AI chips to China, potentially impacting NVIDIA with a projected loss of $5.5 billion [38] - AMD announced its first 2nm chip, the core complex die (CCD), which is set to enhance its product offerings in the high-performance computing market [39] 3. Automotive Electronics Sector Dynamics - Onsemi has canceled its $6.9 billion acquisition of Allegro MicroSystems, which was aimed at strengthening its position in the automotive chip market [41] - Yika Technology successfully validated its single-chip "cabin driving parking integration" solution, demonstrating a cost reduction of at least 20% compared to traditional methods [42] - SAIC and Huawei launched a new brand "SAIC Shangjie," marking a significant collaboration in the smart vehicle sector [43] 4. AI Sector Dynamics - OpenAI and Google have made advancements in AI models, with OpenAI releasing o3/o4-mini and Google unveiling a dolphin language model [4] - The AI sector continues to see rapid growth, with significant investments and product launches from leading companies [4] 5. Metaverse Sector Dynamics - Huawei introduced new smart glasses, and partnerships in the metaverse space are expanding, indicating a growing interest in immersive technologies [5]

中证报中证网讯（王珞）4月17日，宏工科技在创业板敲钟上市。公司本次公开发行股票2000万股，发 行价格为26.60元/股，新股募集资金5.32亿元，主要投向"智能物料输送与混配自动化系统项目""研发中 心建设项目"和"补充流动资金"等三个项目。本次募集资金投资项目紧紧围绕公司核心业务板块开展， 有助于提高核心技术、核心设备的研发能力并为公司不同应用领域的开拓提供了产能保障，促进未来经 营战略的落地与实现。 资料显示，宏工科技以"让物料处理更简单"为使命，聚焦于粉料、粒料、液料、浆料等散装物料的自动 化处理产线及设备的研发、生产和销售，是一家具有自主核心设备、配件和软件的物料自动化处理方案 解决商。公司经过多年经验积累、持续技术创新和研发投入，公司现已掌握了粉料、粒料、液料、浆料 等多种散装物料的全流程处理技术，形成了从前端投料、中端搅拌混合到后端干燥包装等的专利链。 2021年至2024年1-9月，宏工科技研发投入占营业收入的比例分别为5.54%、5.87%、6.15%和7.03%。截 至2024年9月30日，公司及子公司所拥有的已授权的境内专利共411项，其中发明专利12项、实用新型 370项、外观设计2 ...

Group 1 - The core sentiment among investors participating in the initial public offering (IPO) of Honggong Technology (301662) is excitement and nervousness, rather than fear of potential losses from a stock price drop [1][3] - In the past year, every newly issued stock has successfully avoided a price drop on its first trading day, contributing to investor confidence [1] - Honggong Technology opened at 72.20 yuan, a 171.4% increase from its issue price of 26.60 yuan, leading to a potential profit of 22,800 yuan for investors who sold at the opening [2][4] Group 2 - The stock price of Honggong Technology rose to 83.8 yuan shortly after opening, allowing a maximum profit of 28,600 yuan for those holding 500 shares, but it later closed at 70.51 yuan, reflecting a dynamic price-to-earnings ratio of 25.61 times and a total market capitalization of 5.641 billion yuan [4] - Recent trends indicate that new stocks may not be favorable for speculative investors, as many have experienced significant declines on the second day of trading [5] - Despite the overall positive sentiment, some investors chose to forgo their allocations, with 4.17 million shares abandoned, amounting to 1.1117 million yuan [5][7]