证券代码：603015 证券简称：弘讯科技 公告编号：2026-002 宁波弘讯科技股份有限公司 登录新浪财经APP 搜索【信披】查看更多考评等级 关于股票交易风险提示公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 宁波弘讯科技股份有限公司（以下简称"公司"、"本公司"）股票于2026年1月7日、1月8日连续两个交 易日内收盘价格涨幅偏离值累计超过20%。公司已于2026年1月9日披露了《关于股票交易异常波动的公 告》（公告编号：2026-001）。 ● 2026年1月9日公司股票再次涨停，1月9日收盘价较1月5日收盘价累计涨幅为34.51%，存在股价短期涨 幅较大后续下跌的风险。敬请广大投资者注意二级市场交易风险，理性决策，审慎投资。 公司股票交易价格于2026年1月7日、1月8日连续两个交易日收盘价格涨幅偏离值累计超过20%。根据 《上海证券交易所交易规则》的有关规定，属于股票交易价格异常波动情形。公司已于2026年1月9日披 露了《关于股票交易异常波动的公告》（公告编号：2026-001）。20 ...

格隆汇1月12日｜弘讯科技发布关于股票交易风险提示公告，公司关注到市场将公司归类为"核聚变概念 股"、"人形机器人概念股"， 公司经核实后说明如下：公司目前主营自动化、数字化和新能源三大业 务 板块，不涉及人形机器人业务。公司意大利子公司EQUIPAGGIAMENTI ELETTRONICI INDUSTRIALI S.P.A仅为核聚变装置提供部件，非全套装置，且该业务收入占公司主营业务收入比例较小，对 公司短 期业绩影响有限。敬请广大投资者理性决策，审慎投资。 ...

Core Viewpoint - The company, Hongxun Technology (603015.SH), clarifies its business focus and addresses market misconceptions regarding its classification as a "nuclear fusion concept stock" and "humanoid robot concept stock" [1] Group 1: Business Segments - The company primarily operates in three main business segments: automation, digitalization, and new energy [1] - The company does not engage in the humanoid robot business [1] Group 2: Nuclear Fusion Business - The company's Italian subsidiary, EQUIPAGGIAMENTI ELETTRONICI INDUSTRIALI S.P.A (EEI), only provides components for nuclear fusion devices, not complete systems [1] - Revenue from the nuclear fusion-related business constitutes a small proportion of the company's main business revenue, indicating limited short-term impact on overall performance [1]

弘讯科技公告，公司股票于2026年1月7日、1月8日连续两个交易日内收盘价格涨幅偏离值累计超过 20%。公司股票1月9日收盘价较1月5日收盘价累计涨幅为34.51%，存在股价短期涨幅较大后续下跌的风 险。公司2025年1-9月实现营业收入6.09亿元，同比减少5.65%；实现归属于上市公司股东的净利润 3204.91万元，同比减少35.18%。公司关注到市场将公司归类为"核聚变概念股"、"人形机器人概念 股"，公司经核实后说明如下：公司目前主营自动化、数字化和新能源三大业务板块，不涉及人形机器 人业务。公司意大利子公司EQUIPAGGIAMENTIELETTRONICI INDUSTRIALI S.P.A(以下简称"EEI")仅 为核聚变装置提供部件，非全套装置，且该业务收入占公司主营业务收入比例较小，对公司短期业绩影 响有限。敬请广大投资者理性决策，审慎投资。 ...

Market Overview - On January 9, A-shares opened mixed, with the Shanghai Composite Index breaking through the 4100-point mark [1] - The computing hardware industry chain adjusted, with CPO and memory sectors leading the decline; semiconductor, lithium mining, and brain-computer interface themes also saw significant drops [1] - Real estate and oil & gas sectors showed strong gains, while the commercial aerospace theme remained active [1] - The multi-financial sector initially surged, with companies like Yuexiu Capital hitting the daily limit, followed by others such as Jiuding Investment and Huajin Capital [1] Hong Kong Market - The Hang Seng Index and Hang Seng Tech Index both showed positive performance, with tech stocks like Alibaba and Bilibili rising nearly 5%, and Kuaishou increasing over 2% [1] - New stock MINIMAX-WP debuted on the Hong Kong Stock Exchange, surging over 40% at the opening [1] - The commercial aerospace sector in Hong Kong continued to rise, with companies like Asia Pacific Satellite and Goldwind Technology gaining over 10% [1] Commercial Aerospace Sector - The commercial aerospace concept was notably active, with companies like Luxin Investment achieving 9 out of 11 consecutive trading limit-ups, and others like Hangxiao Steel Structure and Galaxy Electronics also hitting the limit [2] - The Guangzhou Municipal Government released a plan to accelerate the construction of an advanced manufacturing city, aiming to create a globally influential "Sky City" and a new hub for China's commercial aerospace by 2035 [4] Nuclear Fusion Sector - The controllable nuclear fusion sector saw a resurgence, with companies like Hongxun Technology achieving three consecutive limit-ups, and others like Shangda Shares and West Superconducting also rising [5] - Hongxun Technology clarified its position in the nuclear fusion market, stating that its revenue from this sector is minimal and does not significantly impact its overall performance [5] Humanoid Robot Sector - The humanoid robot concept experienced a rapid increase, with Fenglong Co. achieving 11 consecutive limit-ups, and significant buying activity noted [6] - The company announced that its stock had deviated significantly from market trends, indicating potential volatility and risks associated with speculative trading [6] Automotive Sector - Companies like Haozhi Electromechanical and Wanxiang Qianchao saw gains following the announcement of Xiaopeng Motors' global product launch event, where the CEO highlighted the transition to practical applications of AI and plans for mass production of humanoid robots and flying cars by 2026 [9]

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index up by 0.09%, while the Shenzhen Component and ChiNext Index fell by 0.2% and 0.52% respectively [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.77 trillion yuan, a decrease of 701 billion yuan compared to the previous trading day [2] Sector Performance - The semiconductor, aerospace, and humanoid robot sectors saw significant gains, while the financial sector, including securities and insurance, experienced declines [2] Aerospace Sector - The commercial aerospace concept sector strengthened, with multiple stocks hitting the daily limit. Notable performers included Aerospace South Lake, which surged by 14.51%, and several others with gains exceeding 6% [3] - Key stocks in this sector included: - Aerospace South Lake (涨14.51%, 市值145亿) - Aerospace Electric (涨10.01%, 市值287亿) - Tianjian Technology (涨10.00%, 市值45亿) - Tongyu Communication (涨10.00%, 市值300亿) - Aerospace Electronics (涨10.00%, 市值860亿) [4] Humanoid Robot Sector - The humanoid robot sector showed active performance, with stocks like Zhite New Materials hitting the daily limit with a 20% increase. Other notable stocks included Nanjing Panda and Pailin, both reaching their daily limit as well [7] - Key stocks in this sector included: - Zhite New Materials (涨19.98%, 市值95亿) - HeKang New Energy (涨12.02%, 市值79亿) - Nanjing Panda (涨10.02%, 市值135亿) [8] Semiconductor Sector - The semiconductor sector also saw a resurgence, with the GPU index leading the gains. Stocks such as Haiguang Information and Chipone experienced significant increases [9] - Key stocks in this sector included: - Haiguang Information (涨10.65%, 市值5729亿) - Moer Thread (涨7.20%, 市值3112亿) - Zhongxin International (涨1.78%, 市值6802亿) [10] Additional News - Star River Power Aerospace announced plans for the "Vesta-1" commercial launch vehicle mission, indicating ongoing developments in the aerospace sector [5] - China Aerospace Science and Technology Corporation increased its registered capital from 1 billion yuan to 1.396 billion yuan, marking a 39.6% increase [6] - The CES 2026 showcased advancements in humanoid robotics, with companies like Boston Dynamics and 1X Technologies unveiling new products [7]

Core Viewpoint - The company has noted its involvement in the commercial aerospace sector and humanoid robotics concept, but these investments have minimal impact on its overall performance due to their small scale and ongoing development stages [1] Group 1: Aerospace Investment - The company holds a 4.216% stake in Hubei Sanjiang Aerospace Jiangbei Mechanical Engineering Co., which focuses on aerospace power systems and antenna covers [1] - The net profit from this investment is currently small, and it is classified as a financial investment with limited dividends or returns [1] Group 2: Robotics Development - The company's main business remains in the research, production, and sales of tire cord steel wire, steel cord, and rubber hose steel wire [1] - The robotic tendon products are still in the exploratory testing phase, with no mass production or substantial revenue generated yet [1] - There are significant uncertainties regarding the future of the company's related business in terms of technological development, product competitiveness, and profitability [1]

证券研究报告 2025 年 12 月 31 日 星期三 【A 股市场大势研判】 沪指日线"十连阳" 市场表现： | 指数名称 | 收盘点位 | 涨跌幅 | 涨跌 | 上证指数分时图 | | --- | --- | --- | --- | --- | | 上证指数 | 3965.12 | 0.00% | -0.16 | | | 深证成指 | 13604.07 | 0.49% | 66.97 | | | 沪深 300 | 4651.28 | 0.26% | 11.91 | | | 创业板 | 3242.90 | 0.63% | 20.29 | | | 科创 50 | 1359.87 | 1.01% | 13.55 | | | 北证 50 | 1450.64 | -0.40% | -5.81 | | 资料来源：东莞证券研究所，iFinD 数据 板块排名： | 申万一级涨幅前五 | | | 申万一级跌幅前五 | 热点板块 n | 涨幅前五 | 热点板块跌幅前五 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 石油石化 | 2.63% | 商贸零售 | - ...

智通财经APP讯， 大业股份(603278.SH)发布公告，公司关注到近期市场上公司涉及商业航天概念，经 核查，公司持有湖北三江航天江北机械工程有限公司4.216%的股权，该公司主要从事航天动力系统、 天线罩等航天产品研发生产，目前净利润规模较小。公司上述投资属于财务性投资，由于公司股权占比 较小，股息、红利等收益较少，对公司业绩影响甚微。 除前述事项外，公司未发现存在其他对公司股票交易价格可能产生重大影响的媒体报道、市场传闻或热 点概念。 公司关注到近期市场上公司还涉及"人形机器人概念股"相关内容。公司现有主营业务仍以胎圈钢丝、钢 帘线以及胶管钢丝的研发、生产和销售为主，公司机器人腱绳产品目前尚未批量生产，未产生实质性收 益，且公司相关业务未来在技术研发、产品竞争能力、盈利能力等方面存在重大不确定性。 ...

Core Viewpoint - The company has acknowledged its involvement in the commercial aerospace sector and humanoid robotics concept, but its main business remains focused on tire cord steel wire, steel cord, and rubber hose steel wire production, with limited impact from these new ventures [1] Group 1: Aerospace Investment - The company holds a 4.216% stake in Hubei Sanjiang Aerospace Jiangbei Mechanical Engineering Co., which specializes in aerospace power systems and antenna covers, but currently has a small net profit scale [1] - The investment in the aerospace sector is classified as a financial investment, resulting in minimal impact on the company's overall performance due to the small equity stake [1] Group 2: Robotics Development - The company has been noted in the market for its involvement in humanoid robotics, but its existing business primarily focuses on tire cord steel wire, steel cord, and rubber hose steel wire [1] - The company's robotic tendon products have not yet entered mass production and have not generated substantial revenue, indicating significant uncertainty in technology development, product competitiveness, and profitability in this area [1]