证券代码：301261 证券简称：恒工精密 公告编号：2025-020 河北恒工精密装备股份有限公司 2024 年年度权益分派实施公告 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。 河北恒工精密装备股份有限公司（以下简称"公司"、"恒工精密"）2024 年度权益分派方案已获 2025 年 5 月 23 日召开的 2024 年度股东大会审议通过， 现将权益分派事宜公告如下： 一、股东大会审议通过利润分配方案情况 （一）公司 2024 年度股东大会审议通过的利润分配方案为：以公司总股本 87,890,196 股为基数，向全体股东每 10 股派发现金红利人民币 2.50 元（含税）， 合计派发现金红利人民币 21,972,549.00 元（含税），本次利润分配不送红股， 不以公积金转增股本。如在分配预案披露之日起至实施权益分派股权登记日期间， 公司享有利润分配权的股本总额发生变化（如公司总股本由于可转债、股份回购、 股权激励行权、再融资新增股份上市等原因发生变化的），公司拟按每股分配比 例不变的原则，相应调整分红总额。本次利润分配后，公司剩余可供分配利润结 转以后 ...

证 券 研 究 报 告 【策略专题】 AI 与康波——多行业联合人工智能 6 月报 策略研究 策略专题 2025 年 06 月 17 日 华创证券研究所 证券分析师：姚佩 邮箱：yaopei@hcyjs.com 执业编号：S0360522120004 证券分析师：耿琛 电话：0755-82755859 邮箱：gengchen@hcyjs.com 执业编号：S0360517100004 证券分析师：岳阳 邮箱：yueyang@hcyjs.com 执业编号：S0360521120002 证券分析师：吴鸣远 邮箱：wumingyuan@hcyjs.com 执业编号：S0360523040001 证券分析师：刘欣 电话：010-63214660 邮箱：liuxin3@hcyjs.com 执业编号：S0360521010001 证券分析师：欧子兴 邮箱：ouzixing@hcyjs.com 执业编号：S0360523080007 证券分析师：黄麟 邮箱：huanglin1@hcyjs.com 执业编号：S0360522080001 证券分析师：张程航 电话：021-20572543 邮箱：zhangchenghang@ ...

行业相对指数表现 -13% -8% -3% 2% 7% 12% 17% 22% 27% 32% 37% 2024-06 2024-08 2024-11 2025-01 2025-04 2025-06 机械设备 沪深300 资料来源：聚源，中邮证券研究所 证券研究报告：机械设备|行业周报 发布时间：2025-06-17 行业投资评级 强于大市|维持 | 行业基本情况 | | | | --- | --- | --- | | 收盘点位 | | 1609.53 | | 52 | 周最高 | 1803.12 | | 52 | 周最低 | 1122.98 | 研究所 分析师:刘卓 SAC 登记编号:S1340522110001 Email:liuzhuo@cnpsec.com 分析师:傅昌鑫 SAC 登记编号:S1340524070004 Email:fuchangxin@cnpsec.com 近期研究报告 《Figure 机器人展示物流环境良好适 应性，泛化能力突破有望加速实际应 用》 - 2025.06.10 人形机器人行业周度报告 （2025.06.09-2025.06.15） 智能养老场景应用政策发布，长期看好人 ...

Group 1 - Company GuoDeWei plans to repurchase shares with a total investment of between 100 million to 150 million yuan, with a maximum repurchase price of 53 yuan per share, expecting to buy back between 1.89 million to 2.83 million shares, accounting for 0.78% to 1.17% of total share capital [1] - Company Shuangliang Energy has won a bid for the Gansu Energy Chemical Qinyang 2×660MW coal power project, with a total bid amount of 237 million yuan, representing 1.82% of the company's projected revenue for 2024 [1] - Company China Pacific Insurance reported a total premium income of 227.17 billion yuan from its two subsidiaries in the first five months, with a year-on-year growth of 10.2% for its life insurance subsidiary and 0.5% for its property insurance subsidiary [1][2] Group 2 - Company LuKang Pharmaceutical has received a drug registration certificate for injectable Cefoperazone Sodium, a third-generation cephalosporin with broad-spectrum antibacterial properties [3] - Company 吉祥航空 reported a 4.97% year-on-year increase in passenger turnover in May, with a seat occupancy rate of 86.14%, up 3.70% year-on-year [4][5] - Company DuRui Pharmaceutical's subsidiary has also received a drug registration certificate for injectable Cefoperazone Sodium [6] Group 3 - Company KeLan Software announced that part of the shares held by its controlling shareholder will be auctioned, involving 5.09 million shares, accounting for 1.07% of the total share capital [7] - Company HuaCan Optoelectronics received a government subsidy of 87.84 million yuan, which is expected to positively impact the company's pre-tax profit for 2025 [8] - Company JinZhi Technology has won a bid for projects from the State Grid and China Resources New Energy, with a total bid amount of 84.41 million yuan [9] Group 4 - Company Vision China completed a capital increase for its subsidiary, raising 100 million yuan to accelerate its layout in the AI field [11] - Company Youa Co. received a profit distribution of 96.03 million yuan from its investment in Changsha Bank [13] - Company WanBangde's subsidiary obtained a patent for a deuterated compound, enhancing the chemical stability and reducing toxicity [16] Group 5 - Company DongCheng Pharmaceutical completed the enrollment of all 488 participants in the Phase III clinical trial for Fluorine-18 PSMA peptide injection, aimed at prostate cancer diagnosis [17] - Company China Merchants Expressway announced that its first phase of medium-term notes for 2024 will pay interest on July 2, 2025, with a total issuance of 2.5 billion yuan and an interest rate of 2.35% [18] - Company JinPu Titanium's subsidiary has temporarily suspended production for maintenance due to falling product prices and high production costs [20] Group 6 - Company BeiLu Pharmaceutical received a marketing authorization for Iodinated Contrast Injection in Hungary, marking another approval in the EU [22] - Company LiXing Co. obtained an overseas investment certificate for its wholly-owned subsidiary in Singapore, with a total investment of 2.16 million yuan [24] - Company LangKun Technology won a garbage collection service project with a bid amount of 21.57 million yuan [26] Group 7 - Company KeRui International plans to transfer 55% of its subsidiary Tianjin ZhiRui's equity for 41.96 million yuan [28] - Company Nanjing JuLong intends to invest 130 million yuan to build a production project for special materials with an annual output of 40,000 tons [30] - Company NanShan Intelligent plans to use up to 50 million yuan of idle funds for cash management in safe and liquid financial products [32] Group 8 - Company GuangLian Aviation completed the business change registration for its subsidiary, involving the introduction of strategic investors [34] - Company XiaoFang Pharmaceutical signed a cooperation agreement to develop a new drug for hair loss treatment [36] - Company GuiZhou SanLi plans to sign a 150 million yuan technology transfer and development contract with Guangdong Pharmaceutical University [38] Group 9 - Company ST SiLong's subsidiary received a drug registration certificate for Famotidine injection, used for treating upper gastrointestinal bleeding [52] - Company ZhongKe Information's executive plans to reduce holdings of up to 180,000 shares, accounting for 0.06% of total share capital [53] - Company KeLun Pharmaceutical's injectable Cefoperazone Sodium/Chloride Sodium injection received drug registration approval [54] Group 10 - Company LuXin Investment plans to transfer 10.06% of its stake in LuXin HuiJin for 203 million yuan, aiming to focus on its main business [56] - Company Western Gold plans to acquire 100% of Xinjiang MeiSheng for 1.655 billion yuan [58] - Company JinTou City Development intends to swap assets worth 5.862 billion yuan, changing its main business to urban centralized heating [60]

金十数据6月12日讯，恒工精密公告称，公司董事、财务总监、董事会秘书刘东计划减持不超过79375 股，占公司股份总数的0.09%；副总经理袁建华计划减持不超过50000股，占公司股份总数的0.06%；监 事会主席付永晟计划减持不超过6250股，占公司股份总数的0.01%。 恒工精密：部分董事、监事及高级管理人员计划减持股份 ...

恒工精密（301261）公告，股东刘东、袁建华及付永晟计划自公告披露之日起15个交易日后的3个月 内，通过集中竞价方式分别减持不超过79375股、50000股、6250股，分别占公司总股本的0.09%、 0.06%、0.01%。此次减持因个人资金需求，不会导致公司控制权变更，也不会对公司治理结构、股权 结构及持续性经营产生重大影响。减持计划符合相关法律法规规定，减持实施具有不确定性。 ...

证券代码：301261 证券简称：恒工精密 公告编号：2025-019 河北恒工精密装备股份有限公司 关于部分董事、监事及高级管理人员减持股份的预披露公告 公司董事、高级管理人员刘东先生、监事会主席付永晟先生、高级管理人员 袁建华先生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。 2、本次减持计划的实施具有不确定性，上述股东将根据市场情况、公司股 价等情形决定是否实施本次股份减持计划。 一、拟减持股东的基本情况 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"）于近 日收到公司股东刘东、袁建华、付永晟出具的《关于股份减持计划的告知函》。 现就相关事项公告如下： | 序号 | 股东名称 | | 持股数量 （股） | 占公司总 股本比例 | 股份来源 | | --- | --- | --- | --- | --- | --- | | 1 | 刘 | 东 | 317,500 | 0.36% | 合伙企业解散后受让的公司首次公开 | | | | | | | 发行前已发行的股份 | | 2 | 袁建华 | | 2 ...

来源：人民网－河北频道 政策赋能与市场驱动的双重效应在成安尤为明显。地方政府通过土地供应、人才引进等精准服务，培育 出3家国家级"小巨人"和75家高新技术企业。经开区30亿元基建投入打造的"九通一平"环境，吸引367家 企业扎根，形成梯度培育体系。 面向未来，恒工精密投资建设的"智能装备产业园"引人注目。该项目瞄准机器人减速机、新能源装备等 高端领域，达产后将年产精密零部件500万件。这与工信部"夯实制造业根基行动"深度契合，该企业项 目总监孔令伟表示："在解决机器人'卡脖子'难题的征程中，我们要做精密制造领域的探路者。"这种战 略布局恰与成安"省工业转型升级试点示范县"的定位共振，全县42家省级专精特新企业共同绘就创新图 谱。 在成安，"国家园林县城"的生态基底与工业化图景和谐共生，三产结构向更均衡形态演进。目前，成安 县正在全力打造优化营商环境3.0版，编制了产业集群协同发展导图，以"供应链协同平台、共享智造平 台、科技创新平台、绿色低碳平台"为牵引，加快发展新质生产力，促进特色产业集群提质增效、做大 做强。 人民网邯郸5月28日电 （记者杨文娟）5月28日下午，"畅行中国 成语邯郸"百家主流媒体100小 ...

Core Insights - The robotics industry is witnessing a transformation where "intermediary roles" are redefining the traditional supply chain centered around core components and end applications [1][2] - New participants such as data collectors, simulation system providers, visual solution providers, system integrators, sales agents, and investors are emerging to fill the gaps between core components, manufacturers, and end applications [1] Industry Trends - The emergence of a second growth curve in the robotics sector is driven by companies with existing technological expertise entering the market to capitalize on lucrative opportunities [3] - UDEXREAL, a company that transitioned into robotics, reported that its revenue from robotics-related products surpassed its original business within just six months of entry [3] Product Development - UDEXREAL's new product, a glove equipped with flexible sensors for data collection and measurement, demonstrates minimal modifications from its previous applications in gaming and virtual environments [3] - The company emphasizes a cost-effective approach, offering products at approximately 30% lower prices than competitors due to its unique supply chain and technology [3] Market Dynamics - The demand for affordable hardware in the embodied intelligence sector is crucial for encouraging developers to experiment and provide real market feedback for product iteration [4] - Companies like Xsens are also contributing to the market with their low-latency inertial motion capture technology, indicating a trend towards mixed solutions based on cost, precision, and application scenarios [4] Simulation and Data Solutions - High-precision real data is essential for robot training, but simulation data is increasingly becoming a core method for training robots, especially in the absence of extensive real-world data [8] - Companies like Guanglun Intelligent are focusing on creating high-efficiency, generalized, and physically realistic simulation data to bridge the "Sim to Real" gap [8] Emerging Roles - The role of "health check service providers" is gaining traction, offering detailed assessments of robot performance through advanced motion capture systems [9] - These assessments help development teams make targeted adjustments to enhance robot capabilities [9] Ecosystem Growth - The robotics ecosystem is rapidly expanding, with a notable increase in the number of players in the market, particularly in the core component sector [14] - Companies like Henggong Precision have reported significant revenue contributions from core components, indicating a positive trend in this segment [14] Investment Opportunities - Investors see substantial growth potential in various segments of the robotics supply chain, particularly in software layers like operating and simulation platforms [14] - The emergence of integrators and sales agents is expected to further enrich the ecosystem, as they facilitate connections between manufacturers and end-users [15]

Group 1 - Henggong Precision has experienced a decline for four consecutive trading days, with a cumulative drop of -5.52% [1] - Penghua Fund's Penghua Carbon Neutrality Theme Mixed A has entered the top ten shareholders of Henggong Precision, marking a new entry in the first quarter of this year [1] - The fund has achieved a return of 54.99% year-to-date, ranking 10th among 4,538 similar funds [1] Group 2 - The fund manager of Penghua Carbon Neutrality Theme Mixed A is Yan Siqian, who has a background as an analyst and manager in various financial institutions [3][4] - Yan Siqian has been with Penghua Fund since January 2022 and has managed multiple funds, including those focused on ecological environment and new energy vehicles [3][4] - Penghua Fund Management Co., Ltd. was established in December 1998 and has three shareholders, with Guosen Securities holding 50% [4]