中信证券股份有限公司 关于宏工科技股份有限公司 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： 中信证券、保荐人 | | --- | --- | | 保荐代表人姓名：陈才泉 | 联系电话：0755-23835126 | | 保荐代表人姓名：花少军 | 联系电话：0755-23835126 | 一、保荐工作概述 2 | 11.上市公司特别表决权事项（如有） | 不适用 | | --- | --- | | （1）持有特别表决权股份的股东是否持续符合 | | | 《股票上市规则》第4.6.3条的要求/《创业板股 | 不适用 | | 票上市规则》第4.4.3条的要求； | | | （2）特别表决权股份是否出现《股票上市规则》 | | | 第4.6.8条/《创业板股票上市规则》第4.4.8条规 | 不适用 | | 定的情形并及时转换为普通股份； | | | （3）特别表决权比例是否持续符合《股票上市规 | 不适用 | | 则》/《创业板股票上市规则》的规定； | | | （4）持有特别表决权股份的股东是否存在滥用特 | 不适用 | | 别表决权或者其他损害投资者合法权益的情形； | ...

现场培训情况汇报如下： | 培训时间 | 年 2025 9 8 | 月 | 日 | | --- | --- | --- | --- | | 培训地点 | 湖南省株洲市天元区马家河街道仙月环路 1666 号 | | | | 培训主题 | 募集资金规范使用、静默期和短线交易问题 | | | | 培训讲师 | 花少军、陈才泉、朱晨 | | | | 参训人员 | 公司董事、监事、高级管理人员、中层以上管理人员及实际控制人 | | | 一、培训基本情况及主要内容 中信证券股份有限公司 关于宏工科技股份有限公司 2025 年度持续督导培训情况报告 深圳证券交易所： 中信证券股份有限公司（以下简称"中信证券"）作为宏工科技股份有限公司（以 下简称"宏工科技"或"公司"）首次公开发行股票持续督导的保荐机构，为了进一步 提高宏工科技上市后规范运作水平和信息披露质量，加强上市公司对各业务的学习和理 解，根据《中华人民共和国公司法》《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》《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》等国家有关法律、法规和规范性文 ...

截至6月30日，宏工科技股东户数1.33万，较上期减少37.03%；人均流通股1182股，较上期增加 58.80%。2025年1月-6月，宏工科技实现营业收入7.57亿元，同比减少19.32%；归母净利润5356.04万 元，同比减少15.70%。 9月12日，宏工科技跌5.74%，成交额5.43亿元。两融数据显示，当日宏工科技获融资买入额5384.15万 元，融资偿还6947.13万元，融资净买入-1562.98万元。截至9月12日，宏工科技融资融券余额合计1.54 亿元。 融资方面，宏工科技当日融资买入5384.15万元。当前融资余额1.54亿元，占流通市值的6.70%。 融券方面，宏工科技9月12日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元。 资料显示，宏工科技股份有限公司位于广东省东莞市桥头镇桥新西二路10号10号楼108室，成立日期 2008年8月14日，上市日期2025年4月17日，公司主营业务涉及粉料、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。主营业务收入构成为：锂电池产线及设备90.78%， ...

Core Viewpoint - Macro Technology experienced a decline of 1.89% on September 11, with a trading volume of 574 million yuan, indicating a potential market reaction to recent financial performance and shareholder changes [1][2]. Financing and Trading Data - On September 11, Macro Technology had a financing buy-in amount of 72.98 million yuan, with a net financing buy of 10.38 million yuan after repayments of 62.60 million yuan [1]. - The total financing and securities balance for Macro Technology reached 170 million yuan, accounting for 6.95% of its circulating market value [1]. - No short selling activity was recorded on September 11, with zero shares sold or repaid [1]. Financial Performance - For the first half of 2025, Macro Technology reported a revenue of 757 million yuan, reflecting a year-on-year decrease of 19.32% [2]. - The net profit attributable to shareholders was 53.56 million yuan, down 15.70% compared to the previous period [2]. Shareholder and Institutional Holdings - As of June 30, 2025, the number of shareholders for Macro Technology decreased by 37.03% to 13,300, while the average number of circulating shares per shareholder increased by 58.80% to 1,182 shares [2]. - The top ten circulating shareholders include several new institutional investors, with the largest being Hua'an Economic Growth Mixed A, holding 474,400 shares [3].

9月10日，宏工科技涨3.87%，成交额5.96亿元。两融数据显示，当日宏工科技获融资买入额6763.38万 元，融资偿还5875.62万元，融资净买入887.76万元。截至9月10日，宏工科技融资融券余额合计1.60亿 元。 融资方面，宏工科技当日融资买入6763.38万元。当前融资余额1.60亿元，占流通市值的6.41%。 融券方面，宏工科技9月10日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元。 资料显示，宏工科技股份有限公司位于广东省东莞市桥头镇桥新西二路10号10号楼108室，成立日期 2008年8月14日，上市日期2025年4月17日，公司主营业务涉及粉料、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。主营业务收入构成为：锂电池产线及设备90.78%，其他产 线及设备9.22%。 截至6月30日，宏工科技股东户数1.33万，较上期减少37.03%；人均流通股1182股，较上期增加 58.80%。2025年1月-6月，宏工科技实现营业收入7.57亿元，同比减少19.32%；归母净利润5356.04万 元 ...

9月10日，宏工科技涨5.18%，截至发稿，报159.98元/股，成交4.27亿元，换手率17.97%，总市值127.98 亿元。宏工科技股价已经连续3天上涨，区间累计涨幅24.37%。 资料显示，宏工科技股份有限公司位于广东省东莞市桥头镇桥新西二路10号10号楼108室，成立日期 2008年8月14日，上市日期2025年4月17日，公司主营业务涉及粉料、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。主营业务收入构成为：锂电池产线及设备90.78%，其他产 线及设备9.22%。 嘉实清洁能源股票发起式A（017073）基金经理为李涛、宋阳。 截至发稿，李涛累计任职时间4年313天，现任基金资产总规模47.55亿元，任职期间最佳基金回报 105.3%， 任职期间最差基金回报-8.85%。 宋阳累计任职时间2年252天，现任基金资产总规模5082.93万元，任职期间最佳基金回报20.75%， 任职 期间最差基金回报-12.57%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参 ...

Group 1 - The core viewpoint of the news is that Honggong Technology's stock has seen a significant increase, with a rise of 5.04% to reach 149.00 CNY per share, resulting in a total market capitalization of 11.92 billion CNY [1] - Honggong Technology, established on August 14, 2008, specializes in the research, production, and sales of automated processing lines and equipment for bulk materials, with 90.78% of its revenue coming from lithium battery production lines and equipment [1] - The trading volume for Honggong Technology reached 3.23 billion CNY, with a turnover rate of 14.56% [1] Group 2 - In the context of major shareholders, Invesco Great Wall Fund's "Invesco Great Wall Research Selected Stocks A" (000688) entered the top ten circulating shareholders of Honggong Technology, holding 322,500 shares, which is 2.04% of the circulating shares [2] - The fund has achieved a year-to-date return of 43.79% and a one-year return of 88.92%, ranking 449 out of 4222 and 400 out of 3795 respectively in its category [2] - The fund manager, Jiang Shan, has a tenure of 4 years and 28 days, with the best fund return during this period being 157.44% [3]

Core Viewpoint - Honggong Technology experienced a significant stock price increase of 15.99% on September 5, with a trading volume of 676 million yuan, indicating strong market interest and potential investor confidence [1]. Financing and Trading Data - On September 5, Honggong Technology had a financing purchase amount of 66.68 million yuan, with a net financing purchase of 5.57 million yuan after repayments [1]. - The total financing and securities balance for Honggong Technology reached 123 million yuan, accounting for 5.48% of its market capitalization [1]. - No short selling occurred on September 5, with zero shares sold or repaid, indicating a lack of bearish sentiment in the market [1]. Company Overview - Honggong Technology, established on August 14, 2008, is located in Dongguan, Guangdong Province, and specializes in the research, production, and sales of automated processing lines and equipment for bulk materials [1]. - The company's main revenue source is from lithium battery production lines and equipment, which constitutes 90.78% of its total revenue, while other production lines account for 9.22% [1]. Financial Performance - For the first half of 2025, Honggong Technology reported a revenue of 757 million yuan, reflecting a year-on-year decrease of 19.32%, and a net profit attributable to shareholders of 53.56 million yuan, down 15.70% year-on-year [2]. - The company has distributed a total of 80 million yuan in dividends since its A-share listing [3]. Shareholder Structure - As of June 30, 2025, Honggong Technology had 13,300 shareholders, a decrease of 37.03% from the previous period, with an average of 1,182 circulating shares per shareholder, an increase of 58.80% [2]. - The top ten circulating shareholders include several new institutional investors, with the largest being Hua'an Economic Growth Mixed A, holding 474,400 shares [3].

Group 1 - The core viewpoint is that the robotics sector has seen significant stock price increases, indicating strong market confidence in the long-term potential of the industry [1][2] - Notable stock performances include Xian Dao Intelligent rising by 20%, Jin Yin He also by 20%, and Hong Gong Technology increasing by 15.99% [1] - In the Hong Kong market, stocks like Shou Cheng Holdings and UBTECH also experienced gains of 7.69% and 4.39% respectively, reflecting a broader trend in the robotics sector [1] Group 2 - The 2025 World Intelligent Industry Expo opened in Chongqing, focusing on themes such as "Artificial Intelligence+" and "Smart Connected New Energy Vehicles" [2] - The expo features five major professional sectors, including smart connected new energy vehicles, digital cities, and intelligent robots, highlighting the industry's growth areas [2] - The event will run until September 8 and includes various professional competitions and seminars, providing new development opportunities for the robotics industry [2]

Group 1 - The solid-state battery sector in the A-share market continues to show strong performance, with several companies experiencing significant stock price increases [1] - Patel's stock surged over 24%, while other companies like Jinyinhe and Huasheng Lithium Battery hit the daily limit of 20% increase [1] - Other notable performers include Lijia Technology with an increase of over 18%, and XianDao Intelligent with a rise of over 17% [1] Group 2 - Patel's total market capitalization is approximately 2.02 billion, with a year-to-date increase of 138.26% [2] - Jinyinhe has a market cap of 5.77 billion, with a year-to-date increase of 79.24% [2] - XianDao Intelligent's market cap stands at 82.5 billion, with a remarkable year-to-date increase of 163.72% [2]