10月10日，汉威科技跌5%，截至发稿，报59.05元/股，成交17.88亿元，换手率10.27%，总市值193.36亿 元。 资料显示，汉威科技集团股份有限公司位于河南省郑州高新开发区雪松路169号，成立日期1998年9月11 日，上市日期2009年10月30日，公司主营业务涉及气体传感器、气体检测仪器仪表及监控系统的研发、 生产、销售及自营产品出口;有机废气及废水污水的治理服务。主营业务收入构成为：智能仪表 40.56%，智慧化综合解决方案26.75%，传感器15.95%，公用事业15.28%，其他1.47%。 截至发稿，马佳累计任职时间3年36天，现任基金资产总规模3.36亿元，任职期间最佳基金回报 42.36%， 任职期间最差基金回报3.92%。 王哲宇累计任职时间1年73天，现任基金资产总规模8807.42万元，任职期间最佳基金回报85.56%， 任 职期间最差基金回报13.52%。 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）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 从基金十大 ...

中铁装备盾构总装车间。 中原科技城北龙湖湖畔，超聚变研发中心及总部基地。 "新"在哪儿？金秋时节，一个个高光时刻标注发展之势与产业之进。 展现新形象。2025世界制造业大会上，河南展馆人气火爆，宇通智能巴士、超聚变AI服务器、汉威科技人机 交互手套、蜜雪冰城等"郑州元素"引人关注、格外"圈粉"。 亮出硬实力。2025金刚石产业大会上，《中国超硬材料产业集聚区发展竞争指数（2025）》发布，郑州以产 业集群优势位居全国榜首，超硬材料在这里拥有更多"超能力"。 抢占制高点。中部首座"机器人学校"——中原异构人形机器人训练场近日在中原科技城启用，郑州成为继北 京、上海之后全国第三个具备异构人形机器人训练能力的城市，抢抓机遇竞逐人形机器人产业新赛道。 把时间轴拉长，一幅更为恢宏的产业图景铺展开来。"十四五"以来，郑州市坚持把制造业高质量发展作为主 攻方向，发展壮大"7+20"重点产业链群，加快打造国家先进制造业高地，全市规上工业增加值累计增长 38.1%，全部工业总产值突破1.9万亿元，越来越多"郑州制造"进入中高端、成为关键环。 产业向新，发展提质。围绕着力建设现代化产业体系，郑州市统筹推进传统产业改造升级、新兴产 ...

Group 1 - Hanwei Technology's stock increased by 5.1%, reaching a price of 64.45 yuan per share, with a trading volume of 9.17 billion yuan and a turnover rate of 5.11%, resulting in a total market capitalization of 211.04 billion yuan [1] - Hanwei Technology, established on September 11, 1998, and listed on October 30, 2009, specializes in the research, production, and sales of gas sensors, gas detection instruments, and monitoring systems, as well as treatment services for organic waste gas and wastewater [1] - The company's main business revenue composition includes: smart instruments 40.56%, integrated smart solutions 26.75%, sensors 15.95%, public utilities 15.28%, and others 1.47% [1] Group 2 - Guotai Fund holds Hanwei Technology as a significant investment, with the Guotai CSI 2000 ETF (561370) owning 600 shares, accounting for 0.25% of the fund's net value, ranking as the ninth largest holding [2] - The Guotai CSI 2000 ETF (561370) was established on September 13, 2023, with a latest scale of 9.7484 million yuan, achieving a year-to-date return of 31.29% and a one-year return of 64.53% [2] - The fund manager, Ma Yiwen, has a cumulative tenure of 2 years and 54 days, with the fund's total asset size at 6.894 billion yuan, achieving a best return of 92.58% during the tenure [3]

Core Viewpoint - Hanwei Technology holds the leading market share in domestic gas sensors, with flexible sensors opening up growth opportunities [1] Group 1: Market Position and Product Focus - The company focuses on its core business, with high-margin sensors and smart instruments continuously increasing their revenue share [1] - Hanwei Technology consolidates its existing advantages in gas sensors while actively advancing its layout in optoelectronic and flexible sensors, being one of the earliest companies in China to engage in flexible sensor R&D [1] - The company has a globally leading capability in the industrialization of flexible sensors [1] Group 2: Performance and Growth Potential - The main business is experiencing a performance inflection point, with improved profitability [1] - The humanoid robot segment is entering an expansion phase, with electronic skin being a key component for achieving "embodied intelligence" [1] - The company has established a multi-dimensional product matrix covering "touch - balance - force control - smell" in the field of embodied intelligence [1] Group 3: Investment Rating - The report initiates coverage with an "Accumulate" rating [1]

Core Viewpoint - The SENSOR CHINA 2025 exhibition will take place from September 24 to 26, showcasing the advancements in the sensor industry over the past decade and focusing on technology iteration and market explosion [13][24]. Event Details - The exhibition will cover an area of 30,000 square meters and feature over 600 sensor-related enterprises, with 8 major display zones and more than 30 high-profile concurrent events [1][13]. - The event will gather over 500 industry leaders to discuss growth trends and innovations in the sensor industry [1][18]. Registration and Attendance - Pre-registration for attendees is currently ongoing, allowing for easy access to entry tickets and conference passes [3][7]. - Attendees can exchange their pre-registration QR codes for visitor badges at the venue [7][8]. Exhibition Highlights - The exhibition will feature a variety of concurrent forums and activities, including discussions on sensor technology applications in smart manufacturing, smart driving, and environmental monitoring [18][20]. - A total of 30+ forums will be held, with participation from over 500 industry experts, academicians, and leaders [18][20]. Special Features - The event will include the finals of the International Smart Sensor Innovation Competition, showcasing 30 outstanding projects that have advanced through rigorous selection [25]. - Eight specialized exhibition zones will be set up, covering various aspects of the sensor industry, from robotics to smart healthcare [25]. Logistics and Amenities - The venue is located in Shanghai, with convenient access from major transportation hubs, including airports and train stations [30]. - Attendees can enjoy a variety of dining options nearby, with a range of cuisines available [30]. Future Events - The next SENSOR CHINA Expo & Conference is scheduled for September 16-18, 2026, at the same venue [34].

Group 1 - Hanwei Technology's stock increased by 5.90% on September 17, with a trading volume of 6.073 billion yuan [1] - The company had a financing buy amount of 687 million yuan and a financing repayment of 687 million yuan on the same day, resulting in a net financing buy of 171,300 yuan [1] - As of September 17, the total financing and securities lending balance for Hanwei Technology was 1.091 billion yuan, which is 4.85% of its circulating market value, indicating a high level compared to the past year [1] Group 2 - As of June 30, Hanwei Technology had 74,300 shareholders, an increase of 18.45% from the previous period, while the average circulating shares per person decreased by 15.57% to 3,811 shares [2] - For the first half of 2025, Hanwei Technology reported a revenue of 1.177 billion yuan, a year-on-year increase of 5.67%, and a net profit attributable to shareholders of 59.073 million yuan, up 14.47% year-on-year [2] - The company has distributed a total of 239 million yuan in dividends since its A-share listing, with 94.8185 million yuan distributed over the past three years [2] Group 3 - As of June 30, 2025, the top ten circulating shareholders of Hanwei Technology included Penghua Carbon Neutral Theme Mixed A, which held 11.2503 million shares, a decrease of 210,000 shares from the previous period [3] - Yongying Advanced Manufacturing Smart Selection Mixed A increased its holdings by 1.8675 million shares to 6.2853 million shares, ranking as the fourth largest circulating shareholder [3] - Other notable changes included a decrease in holdings for Hong Kong Central Clearing Limited and several mixed funds, indicating a shift in institutional ownership [3]

Core Viewpoint - The article emphasizes the importance of ecological protection and high-quality development in the Yellow River basin, particularly focusing on Zhengzhou as a central city driving these initiatives [1][3][4]. Economic Performance - Zhengzhou's GDP exceeded 1.45 trillion yuan, with a growth rate of 5.7% [1]. - The total import and export value reached 556.58 billion yuan, maintaining its position as the leading city in central China [1]. - The city's R&D investment intensity is expected to reach 2.8%, surpassing the national average for three consecutive years [1]. Strategic Planning - A comprehensive planning framework has been established, including the overall development plan for Zhengzhou and various specialized plans for ecological governance, flood control, and cultural tourism [4]. - The planning system is structured as "1+1+1+N," indicating a multi-faceted approach to development [4]. Infrastructure Development - Since 2019, Zhengzhou has implemented over 400 key projects, with total investments exceeding 120 billion yuan, focusing on ecological protection and innovation [6]. - Major projects include the Yellow River flood control works and ecological restoration initiatives, enhancing the city's flood control standards [6]. Open Economy and Logistics - Zhengzhou has enhanced its logistics capabilities through the "Four Silk Roads," becoming a significant hub for domestic and international trade [7][8]. - The "Air Silk Road" to Luxembourg has established a robust international cooperation framework, with over 6,000 flights operated, facilitating the import of high-end goods and export of "Made in China" products [7]. Technological Innovation - Zhengzhou has made significant strides in technological innovation, ranking in the top 20 of China's cities for innovation competitiveness [10]. - The city has seen a surge in technology contract transactions, reaching 56 billion yuan in the first half of the year [10]. - Key projects in the tech sector include the establishment of new laboratories and partnerships with leading companies like Huawei and BYD [12]. Environmental Initiatives - Zhengzhou has undertaken extensive ecological restoration projects, including the creation of parks and green spaces along the Yellow River, with over 49,000 acres of ecological greening achieved [6]. - The city has successfully addressed over 1,800 ecological issues along the river since 2020, demonstrating a commitment to environmental sustainability [6].

Group 1 - Hanwei Technology's stock increased by 5.09% on September 15, reaching 55.38 CNY per share, with a trading volume of 1.603 billion CNY and a turnover rate of 10.42%, resulting in a total market capitalization of 18.134 billion CNY [1] - Hanwei Technology, established on September 11, 1998, and listed on October 30, 2009, specializes in the research, production, sales, and export of gas sensors, gas detection instruments, and monitoring systems, as well as treatment services for organic waste gas and wastewater [1] - The company's main business revenue composition includes: smart instruments 40.56%, integrated smart solutions 26.75%, sensors 15.95%, public utilities 15.28%, and others 1.47% [1] Group 2 - Yongying Advanced Manufacturing Smart Selection Mixed Fund A (018124) is among the top ten circulating shareholders of Hanwei Technology, having increased its holdings by 1.8675 million shares in the second quarter, totaling 6.2853 million shares, which accounts for 2.22% of the circulating shares [2] - The fund has achieved a floating profit of approximately 16.8446 million CNY as of the latest report [2] - Since its establishment on May 4, 2023, the fund has a current scale of 2.976 billion CNY, with a year-to-date return of 81.67%, ranking 161 out of 8246 in its category, and a one-year return of 211.34%, ranking 16 out of 8054 [2] Group 3 - The fund manager of Yongying Advanced Manufacturing Smart Selection Mixed Fund A is Zhang Lu, who has a cumulative tenure of 6 years and 47 days [3] - The total asset scale of the fund is 15.413 billion CNY, with the best fund return during the tenure being 129.77% and the worst being -60.31% [3]

Group 1 - Hanwei Technology's stock increased by 5.09% to 55.38 CNY per share, with a trading volume of 1.604 billion CNY and a turnover rate of 10.42%, resulting in a total market capitalization of 18.134 billion CNY [1] - Hanwei Technology, established on September 11, 1998, and listed on October 30, 2009, specializes in the research, production, and sales of gas sensors, gas detection instruments, and monitoring systems, as well as treatment services for organic waste gas and wastewater [1] - The company's main business revenue composition includes: smart instruments 40.56%, integrated smart solutions 26.75%, sensors 15.95%, public utilities 15.28%, and others 1.47% [1] Group 2 - Tongtai Fund's "Tongtai Competitive Advantage Mixed A" (008997) holds 105,600 shares of Hanwei Technology, accounting for 6.17% of the fund's net value, making it the second-largest holding [2] - The fund has achieved a year-to-date return of 49.4%, ranking 896 out of 8246 in its category, and a one-year return of 71.47%, ranking 1495 out of 8054 [2] - The fund manager, Wang Xiu, has been in position for 1 year and 230 days, with the fund's total asset size at 451 million CNY and a best return of 171.87% during the tenure [3]

SENSOR CHINA 2025 荟聚全球传感产业的硬核进展与前沿场景，亮点与活动密度拉满。如何快速把握这场盛会精华？不妨 从"星光熠熠"的展商阵容切入：从 ADI、TE、英飞凌、ST等 国际头部企业，到 汉威科技、纳芯微等 国产领军企业，从 福禄克 、久茂等 细分领域标杆，到 思微科技、龙微科技等 MEMS制造优秀企业， 以及 共进微、德国莱茵等 产业链上名企，更特别设 置 机器人感官互动主题生态专区、汽车传感器场景展示区、欧洲先进传感器展示专区等 高人气技术及应用专区，为你立体勾勒 全球感知关键图谱。 （文末可查阅完整展商名单和同期论坛、活动日程） 。 国际头部： 全球技术"创新策源地" 国际头部企业以数十年技术积淀领跑赛道，覆盖 新材料研发、 MEMS工艺、智能感知系统等全链条。多年领先优势也助推其不断探 索技术前沿，为全球传感产业擎起创新大旗。 SENSOR CHINA 2025 上，这些企业不仅带来高性能压力、惯性、气体传感等核心器件，更通过本土化研发/服务展示其深化中国市 场布局的战略。从工业级高可靠性方案到消费电子微型化创新，其技术路线图深度契合AI、AIoT、智能汽车等新兴需求，为中国市场 ...