Core Viewpoint - Hangke Technology (688006.SH) announced the shareholding status of its actual controller, Mr. Cao Zheng, and his concerted action partner, Shanghai Kuan Investment Asset Management Co., Ltd., indicating plans for share reduction [1] Shareholding Summary - Mr. Cao Zheng directly holds 1,079,638 unrestricted circulating shares, accounting for 0.1788% of the total share capital, which were acquired before the company's IPO [1] - The concerted action partner, Kuan Investment Lucky Star No. 10 Private Securities Investment Fund, holds 1,500,000 unrestricted circulating shares, representing 0.2485% of the total share capital, obtained through a block trade from Mr. Cao Zheng [1] - Both shareholders' shares were released from restrictions and became tradable on July 22, 2022 [1] Share Reduction Plan - Mr. Cao Zheng and Kuan Investment Lucky Star plan to reduce their holdings by a total of up to 2,579,600 shares, which does not exceed 0.4273% of the company's total share capital [1]

证券代码：688006 证券简称：杭可科技 公告编号：2026-005 浙江杭可科技股份有限公司 关于实际控制人及一致行动人减持股份计划公告 本公司董事会、全体董事及相关股东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、准确性和完整性依法承担法律 责任。 重要内容提示： 实际控制人及一致行动人持股的基本情况 截至本公告披露日，浙江杭可科技股份有限公司（以下简称"公司"或"本 公司"）实际控制人之一曹政先生直接持有公司无限售流通股份 1,079,638 股， 占公司总股本的 0.1788%，所持股份为其在公司 IPO 之前取得的股份（含上市以 来资本公积转增股本取得的股份）；公司实际控制人之一曹政先生之一致行动人 上海宽投资产管理有限公司－宽投幸运星 10 号私募证券投资基金（以下简称"宽 投幸运星"）持有公司无限售流通股份 1,500,000 股，占公司总股本的 0.2485%， 所持股份来源于大宗交易受让一致行动人曹政先生所持股份。上述股东在公司 IPO 之前取得的股份（含上市以来资本公积转增股本取得的股份）已于 2022 年 7 月 22 日起解除限售并上市流通。 减持计 ...

浙江杭可科技股份有限公司（以下简称"公司"）于 2026 年 1 月 6 日召开第 四届董事会第五次会议，审议通过《关于公司<2026 年限制性股票激励计划（草 案）>及其摘要的议案》等相关议案，根据《上市公司股权激励管理办法》（以下 简称"《管理办法》"）等相关法律、行政法规、部门规章、规范性文件及《公司 章程》的有关规定，公司对 2026 年限制性股票激励计划首次授予激励对象名单 在公司内部进行了公示。公司董事会薪酬与考核委员会（以下简称"薪酬与考核 委员会"）结合公示情况对拟首次授予激励对象进行了核查，相关公示情况及核 查意见如下： 一、公示情况及核查方式 1、公司于 2026 年 1 月 7 日在上海证券交易所网站（www.sse.com.cn）披露 了《公司 2026 年限制性股票激励计划（草案）》（以下简称"《激励计划（草 案）》"）及其摘要、《公司 2026 年限制性股票激励计划实施考核管理办法》 《公司 2026 年限制性股票激励计划首次授予激励对象名单》等公告。并于同日 在公司内部对 2026 年限制性股票激励计划首次授予的激励对象名单及职务进行 了公示，公示时间为 2026 年 1 月 7 ...

2026 股票简称：杭可科技 股票代码：688006 会议日期：2026 年 1 月 27 日 股东会须知 为保障浙江杭可科技股份有限公司全体股东的合法权益，维护股东会的正常 秩序，保证股东会的议事效率，确保本次股东会如期、顺利召开，根据《中华人 民共和国公司法》《中华人民共和国证券法》《浙江杭可科技股份有限公司章程》 《浙江杭可科技股份有限公司股东会议事规则》及中国证券监督管理委员会、上 海证券交易所的有关规定，特制定本须知。 一、股东会设会务组，由公司董事会秘书负责会议的程序安排和会务工作。 二、为保证股东会的严肃性和正常秩序，切实维护股东的合法权益，除出席 会议的股东及股东代理人、公司董事、监事、高级管理人员、见证律师及董事会 邀请的人员外，公司有权依法拒绝其他无关人员进入会场。 三、为确认出席会议的股东或其代理人或其他出席者的出席资格，出席会议 的股东及股东代理人须在会议召开前 20 分钟到会议现场办理签到手续，并请按 规定出示身份证或法人单位证明、授权委托书等，会务组工作人员将对出席会议 者的身份进行必要的核对工作，请被核对者给予配合。 四、股东及股东代理人依法享有发言权、咨询权和表决权等各项权益。 ...

Core Viewpoint - Hangke Technology (688006.SH) announced that its actual controller, Mr. Cao Zheng, holds 1,079,638 unrestricted circulating shares, accounting for 0.1788% of the total share capital, and plans to reduce his and his concerted action partner's holdings by up to 2,579,600 shares, or 0.4273% of the total share capital [1] Summary by Sections Shareholding Structure - Mr. Cao Zheng directly holds 1,079,638 shares, representing 0.1788% of the total share capital, acquired before the company's IPO [1] - Shanghai Kuan Investment Asset Management Co., Ltd. - Kuan Investment Lucky Star No. 10 Private Securities Investment Fund holds 1,500,000 shares, accounting for 0.2485% of the total share capital, obtained through a block trade from Mr. Cao Zheng [1] Share Reduction Plan - Mr. Cao Zheng and Kuan Investment Lucky Star plan to reduce their combined shareholdings by up to 2,579,600 shares, which is not more than 0.4273% of the total share capital [1]

Investment Rating - The report maintains an "Overweight" rating for the mechanical equipment industry [1] Core Insights - The report highlights three major investment opportunities in the mechanical equipment sector: the Belt and Road Initiative, demand recovery in Europe and the US, and the transition from capacity to technology export in high-end manufacturing [2][18] - Solid-state battery technology is accelerating, benefiting equipment manufacturers, with significant investments from leading companies like BYD and Gotion [3][20] - The humanoid robot sector is poised for growth with Tesla's Optimus V3 nearing mass production, indicating strong market potential for core suppliers [4][41] Summary by Sections Investment Recommendations - Recommended companies include: Northern Huachuang, Sany Heavy Industry, Zhongwei Company, Hengli Hydraulic, CIMC, Tuojing Technology, Haitai International, Bichu Electronics, Jingsheng Mechanical, and others [1][15] Mechanical Equipment Export - China’s foreign investment is growing rapidly, with a focus on the Belt and Road Initiative, which is driving demand for domestic equipment in resource-rich countries [2][18] - The report emphasizes the importance of high-quality targets with significant exposure to European and American markets, particularly in hand tools and forklifts [19] Lithium Battery Equipment - The solid-state battery industry is experiencing rapid industrialization, with key players accelerating their production capabilities [3][20] - Recommended companies in this sector include: Xian Dao Intelligent, Lian Ying Laser, and Hangke Technology [3][20] Humanoid Robots - The report notes that the release and mass production of Tesla's Optimus V3 will be a significant event for the industry, with a focus on core suppliers with high production certainty [4][41] - Recommended companies include: Hengli Hydraulic, Sanhua Intelligent Control, and Top Group [4][41] Forklift Industry - The report indicates a decline in domestic forklift sales but anticipates a recovery in 2026 due to low base effects and improving overseas market conditions [5][19] - Recommended companies include: Hangcha Group, Anhui Heli, and Zhongli [5][19] High-end Manufacturing Export - The report highlights the shift from capacity export to technology export, with a focus on light module equipment and lithium battery equipment [2][18] - Recommended companies include: certain HJT equipment leaders and Aotewei [20][39] Data Center and Liquid Cooling - The report discusses the emergence of liquid cooling technology as essential for data centers, driven by increasing power density and cooling demands [45] - Recommended companies in this sector include: Yingwei Technology and others [34][45]

Investment Rating - The report recommends a positive investment outlook for the machinery equipment industry, particularly focusing on companies with high export potential and strong growth prospects in overseas markets [3][10]. Core Insights - The report identifies three major opportunities for machinery equipment exports: the Belt and Road Initiative driving demand in resource-rich countries, strong demand recovery in Europe and the US, and the shift from capacity export to technology export in high-end manufacturing [3][4][5]. - Key companies recommended for investment include SANY Heavy Industry, Zoomlion, LiuGong, and Hengli Hydraulic in the engineering machinery sector, and Jerry Holdings and Neway in the oil service sector [3][4][5][67]. Summary by Sections Belt and Road Initiative - Investment in oil, gas, and mineral resources in resource-rich countries is accelerating, driving demand for domestic equipment and expanding global market share [3]. - The engineering machinery sector is expected to benefit from rising prices of non-ferrous metals and increased capital expenditure by mining companies, leading to higher demand for high-margin excavators [3][10]. European and American Demand - The report highlights a recovery in overseas production capacity and macroeconomic recovery, focusing on high-quality targets with significant exposure to European and American markets [4]. - Key recommendations include leading Chinese hand tool exporter Juxing Technology and companies in the industrial forklift sector such as Hangcha Group and Anhui Heli [4]. High-End Manufacturing Export - The shift from capacity export to technology export is emphasized, with Chinese equipment manufacturers leveraging their advantages to enhance export ceilings [5]. - Companies involved in the production of optical module equipment, lithium battery equipment, and photovoltaic equipment are highlighted as key players, with specific recommendations for firms like Meiwai and Aotewi [5]. Engineering Machinery Export - The report anticipates a new upward cycle for overseas engineering machinery demand starting in 2025, driven by recovery in global demand and increased capital expenditure in mining and infrastructure [10][11]. - Key companies with established overseas operations and competitive advantages in mining and large infrastructure projects are expected to benefit significantly [10][11]. Oil Service Market - The Middle East is identified as a core market for oil service companies, with high certainty for growth due to stable capital expenditure and strong demand [67][69]. - Recommended companies include Jerry Holdings, which has a comprehensive international certification system and strong project execution capabilities, and Neway, which has a significant presence in the aftermarket service sector [67][69].

Market Size Analysis and Forecast - The global lithium battery equipment market is projected to reach 99 billion yuan in 2025, representing a 25% year-on-year growth, driven by surges in energy storage, electric vehicles, and light-duty power markets in the second half of 2025 [2] - The demand for lithium batteries is expected to grow significantly in various sectors, including energy storage, electric vehicles, AI data centers, drones, light electric vehicles, electric ships, and new smart devices [2] - By 2027, the global lithium equipment market is forecasted to reach 141.9 billion yuan, with segment breakdowns of 46 billion yuan for front-end equipment, 43.4 billion yuan for mid-stream equipment, 38.3 billion yuan for back-end equipment, and 14.2 billion yuan for modules and PACK [2] 2025 China Lithium Battery Equipment Market Share TOP 50 Rankings - The top companies in the 2025 China lithium battery equipment market include: 1. XianDao Intelligent 2. YingHe Technology 3. JiaTuo Intelligent (a subsidiary of PuTaiLai) 4. HangKe Technology 5. Wuxi Liqi 6. LianYing Laser 7. Dazhu Lithium Battery (a subsidiary of Dazhu Laser) 8. LiYuanHeng 9. JiYang Intelligent 10. HaiMuXing [3][5][6] Detailed Company Rankings and Equipment Coverage - XianDao Intelligent and YingHe Technology provide complete lithium battery line solutions [6] - JiaTuo Intelligent specializes in processes such as rolling, cutting, and coating [6] - HangKe Technology focuses on formation, testing, and logistics lines [6] - Wuxi Liqi offers feeding and mixing systems [6] - LianYing Laser provides cell packaging lines and laser cutting equipment [6] Additional Market Segments - The report also highlights the top companies in various specific equipment segments, including stirring machines, coating machines, and drying equipment, indicating a comprehensive landscape of the lithium battery equipment market in China [8]

Market Overview - The battery sector experienced a decline of 0.75% on the previous trading day, with Greeenme leading the drop [1] - The Shanghai Composite Index closed at 4082.98, down 0.07%, while the Shenzhen Component Index closed at 13959.48, down 0.51% [1] Stock Performance - Anfu Technology (603031) saw a significant increase of 9.99%, closing at 52.50 with a trading volume of 193,000 shares and a turnover of 981 million [1] - Shanshan Co., Ltd. (600884) rose by 4.56%, closing at 14.00 with a trading volume of 1,293,500 shares and a turnover of 1.777 billion [1] - In contrast, Greeenme (002340) fell by 5.89%, closing at 8.78 with a trading volume of 6,204,100 shares and a turnover of 553.6 million [2] - Zhongwei Co., Ltd. (300919) decreased by 5.69%, closing at 53.90 with a trading volume of 336,100 shares and a turnover of 1.826 billion [2] Capital Flow - The battery sector saw a net outflow of 4.369 billion from institutional investors, while retail investors contributed a net inflow of 3.603 billion [2] - The main capital inflow and outflow for specific stocks included: - Xian Dao Intelligent (300450) had a net inflow of 5.90 billion from main capital [3] - Fulin Precision (300432) experienced a net outflow of 96.438 million from main capital [3] - Shanshan Co., Ltd. (600884) had a net inflow of 16.3 million from main capital [3]

Group 1 - The core point of the article is that Hangke Technology (688006.SH) has disclosed a draft for its 2026 restricted stock incentive plan, proposing to grant 12 million shares of restricted stock to incentive recipients, which accounts for approximately 1.99% of the company's total share capital at the time of the announcement [1] - The initial grant consists of 10 million shares, with a total of 298 recipients for the first grant, and the grant price is set at 15.97 yuan per share [1]