截至9月10日，恒工精密股东户数1.68万，较上期增加2.30%；人均流通股2227股，较上期减少2.25%。 2025年1月-6月，恒工精密实现营业收入5.27亿元，同比增长2.71%；归母净利润6603.04万元，同比减少 2.73%。 分红方面，恒工精密A股上市后累计派现8789.02万元。 机构持仓方面，截止2025年6月30日，恒工精密十大流通股东中，鹏华碳中和主题混合A（016530）位 居第二大流通股东，持股291.62万股，相比上期增加37.58万股。永赢先进制造智选混合发起A （018124）位居第三大流通股东，持股76.53万股，相比上期减少164.29万股。中航趋势领航混合发起A （021489）位居第四大流通股东，持股55.73万股，相比上期增加9.52万股。鹏华沪深港新兴成长混合A （003835）位居第六大流通股东，持股33.88万股，为新进股东。香港中央结算有限公司位居第七大流 通股东，持股23.33万股，为新进股东。鹏华创新未来混合(LOF)（501205）位居第八大流通股东，持股 22.22万股，为新进股东。广发制造业精选混合A（270028）位居第十大流通股东，持股19.9 ...

Group 1 - The core viewpoint of the news is that Henggong Precision has seen a significant increase in its stock price, rising by 5.1% to 97.85 CNY per share, with a trading volume of 607 million CNY and a turnover rate of 17.02%, resulting in a total market capitalization of 8.6 billion CNY [1] - Henggong Precision, established on May 25, 2012, and listed on July 10, 2023, is located in Handan City, Hebei Province, and specializes in the R&D, production, and sales of precision machined parts and continuous cast iron parts [1] - The company's main business revenue composition includes hydraulic equipment parts (34.43%), continuous cast iron parts (33.17%), air compressor parts (20.74%), other products (6.49%), supplementary items (3.52%), and transmission equipment parts (1.66%) [1] Group 2 - Among the top ten circulating shareholders of Henggong Precision, one fund from GF Fund, the GF Manufacturing Selected Mixed A (270028), has entered the list, holding 199,300 shares, which accounts for 0.53% of the circulating shares [2] - The GF Manufacturing Selected Mixed A fund, established on September 20, 2011, has a latest scale of 1.387 billion CNY and has achieved a return of 48.49% this year, ranking 971 out of 8172 in its category [2] - Over the past year, the fund has returned 83.08%, ranking 1010 out of 7980 in its category, and since its inception, it has achieved a return of 596.28% [2]

Core Insights - The company achieved steady growth in its operations through initiatives focused on enhancing new productivity for intelligent manufacturing and improving management capabilities to reduce costs and increase efficiency [1] - In the first half of 2025, the company reported revenue of 527 million RMB, a year-on-year increase of 2.71%, and a net profit of 66 million RMB, showing a slight decline compared to the previous year; however, the net profit excluding non-recurring items grew by 9.04% to 55 million RMB [1] - The company is committed to returning value to its investors, proposing a cash dividend of 3.50 RMB per 10 shares, totaling 30.76 million RMB to be distributed to shareholders [1] Financial Performance - Revenue from continuous cast iron parts and hydraulic equipment reached 175 million RMB and 181 million RMB respectively, with year-on-year growth of 8.35% and 1.60%; air compressor parts generated 109 million RMB in revenue [1] - Research and development investment amounted to 19.73 million RMB, reflecting a year-on-year increase of 21.95% [2] Strategic Initiatives - The company is focusing on a business model that combines efficient production capacity with market expansion, targeting high-potential clients in the robotics industry and optimizing resource allocation [2] - Strategic partnerships with clients like Beijing Zhihong and Zhiyuan Robotics are enhancing the company's supply chain capabilities and extending its involvement in the core components of humanoid robots [2] - The company is establishing an industrial fund to invest in the humanoid robotics sector, facilitating collaboration on key materials and precision processing technologies [2] Market Position - The company is well-positioned in the core components market for humanoid robots, with products like RV reducers and planetary gear seats certified by leading manufacturers, indicating significant growth potential in the future [3]

Core Insights - In 2024, Henggong Precision (301261.SZ) continues to focus on technology and market orientation, driving breakthroughs and applications in high-end equipment components [1] - The company reported a revenue of 1.033 billion yuan in 2024, representing a year-on-year growth of 16.91% [2] - The company plans to distribute a cash dividend of 2.5 yuan per 10 shares, totaling 21.9725 million yuan [3] Revenue Growth - The revenue for the fourth quarter increased by 21.90% quarter-on-quarter to 286 million yuan, indicating a recovery in market demand [2] - Revenue from hydraulic equipment components grew by over 30%, with continuous casting iron and hydraulic equipment generating revenues of 338 million yuan and 341 million yuan, respectively, reflecting growth rates of 2.03% and 31.73% [4] - The transmission components revenue surged by 70.02% to 26 million yuan, while air compression components contributed 227 million yuan [4] Strategic Focus - Henggong Precision is actively developing its robot core components business, which is seen as a strategic direction for future growth [5] - The company has established partnerships with strategic clients to enhance its product offerings in the humanoid robot sector, focusing on high-value components such as RV and harmonic reducer parts [5][6] - The company is committed to increasing its R&D investment, which reached approximately 38.66 million yuan, a 30.78% increase from the previous year [7] Market Position - Henggong Precision holds a 63% market share in the domestic market for continuous casting iron products, ranking first, and a 19% share globally, ranking second [2] - The company is leveraging the "Belt and Road" initiative to enhance international cooperation and market development [4] Future Outlook - The company plans to continue expanding its production capacity for new energy vehicle components and robot structural parts, seeking new business growth points [8] - By 2025, Henggong Precision aims to enhance the proportion of precision machining core components and build a comprehensive service platform for customers [7]