Core Viewpoint - The company is focused on continuously improving its supply chain system and expanding its product line to better serve downstream customers [1] Group 1: Company Strategy - The company emphasizes organic growth while maintaining an open attitude towards collaboration with external technology and industry resources [1] - Mergers and acquisitions are primarily centered around the extension and synergistic development of the core business, approached with caution [1] Group 2: Considerations for Mergers and Acquisitions - The company considers multiple factors for mergers and acquisitions, including industry development prospects, strategic positioning, and synergistic effects with the company [1]

Core Viewpoint - The company has maintained a stable gross margin in recent years and aims to enhance its profitability through technological and product innovation, as well as improved cost and expense management [1] Group 1 - The company has reported a stable gross margin trend over recent years [1] - Future strategies include strengthening product competitiveness through continuous technological and product innovation [1] - The company plans to enhance profitability by implementing scaled and refined management practices to control costs and expenses [1]

Core Viewpoint - The company emphasizes its commitment to shareholder value by consistently implementing a cash dividend policy since its listing, aiming to share growth and development results with investors [2] Group 1: Dividend Policy - The company has executed a cash dividend policy for three consecutive years since its listing [2] - Each year, the cash dividends account for no less than 30% of the net profit attributable to the parent company's shareholders in the consolidated financial statements [2] - The company plans to continue providing stable and continuous cash dividends, considering business realities, future development strategies, and industry trends [2] Group 2: Investor Relations - The company aims to enhance the sense of value acquisition for investors through long-term investment returns [2] - The development philosophy of the company is centered around being "investor-oriented" [2]

Core Viewpoint - The company indicates that fluctuations in foreign exchange rates, particularly the US dollar, may impact its profitability due to its overseas business revenue being primarily settled in USD [1] Group 1 - The company's overseas business revenue is mainly settled in US dollars, making it susceptible to foreign exchange market fluctuations [1] - The company employs hedging strategies to mitigate foreign exchange risks and reduce exposure to significant exchange rate fluctuations [1] - The company aims to minimize foreign exchange losses through timely hedging activities [1]

Group 1 - The company, Honghua Digital Technology, has confirmed that its products are sold in multiple countries and regions globally, including EU member states [1] - The revenue generated from these export activities currently represents a low proportion of the company's overall revenue [1] - The primary sales model for the company's export business is direct export by domestic entities [1]

Core Viewpoint - Honghua Digital Technology Co., Ltd. has announced that its subsidiary, Tianjin Honghua Digital New Materials Co., Ltd., has received the "High-tech Enterprise Certificate" from the Tianjin Municipal Science and Technology Bureau, Tianjin Finance Bureau, and the State Taxation Administration of Tianjin [2] Group 1 - The certificate number is GR202512001995, and it was issued on December 8, 2025, with a validity period of three years [2]

2026 年 1 月 13 日 证券代码：688789 证券简称：宏华数科 公告编号：2026-001 杭州宏华数码科技股份有限公司 关于自愿披露控股子公司通过高新技术企业认定的公告 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、准确性和完整性依法承担法律责任。 近日，杭州宏华数码科技股份有限公司控股子公司天津宏华数码新材料有限公 司（以下简称"宏华新材料"）于近日收到由天津市科学技术局、天津市财政局、 国家税务总局天津市税务局联合颁发的《高新技术企业证书》，证书编号为 GR202512001995，发证日期：2025 年 12 月 8 日，有效期三年。 宏华新材料本次获得高新技术企业证书系首次认定。根据《中华人民共和国企 业所得税法》等有关规定，宏华新材料自通过高新技术企业认定后三年内（2025 年 至 2027 年）可以享受国家关于高新技术企业的税收优惠政策，即按 15%的税率缴纳 企业所得税。 特此公告。 杭州宏华数码科技股份有限公司董事会 ...

格隆汇1月12日丨宏华数科(688789.SH)公布，近日，杭州宏华数码科技股份有限公司控股子公司天津宏 华数码新材料有限公司(以下简称"宏华新材料")于近日收到由天津市科学技术局、天津市财政局、国家 税务总局天津市税务局联合颁发的《高新技术企业证书》，证书编号为GR202512001995，发证日期： 2025年12月8日，有效期三年。宏华新材料本次获得高新技术企业证书系首次认定。 ...

格隆汇1月12日丨宏华数科(688789.SH)公布，近日，杭州宏华数码科技股份有限公司控股子公司天津宏 华数码新材料有限公司(以下简称"宏华新材料")于近日收到由天津市科学技术局、天津市财政局、国家 税务总局天津市税务局联合颁发的《高新技术企业证书》，证书编号为GR202512001995，发证日期： 2025年12月8日，有效期三年。宏华新材料本次获得高新技术企业证书系首次认定。 ...

Investment Rating - The report rates the mechanical industry as "Overweight" [5] Core Insights - The mechanical equipment index increased by 5.98% during the week of January 5 to January 9, 2026, outperforming the CSI 300 index, which rose by 2.79% [8] - China has submitted applications for 203,000 new satellites covering 14 satellite constellations, indicating a significant expansion in the commercial space sector [5] - The CES 2026 showcased advancements in humanoid robots, with companies like Upward and Boston Dynamics unveiling new models, highlighting the industry's shift towards diversification and automation [5] Summary by Sections Weekly Market Summary - The mechanical equipment sector's performance was ranked 10th among 31 first-level industries, with a weekly increase of 5.98% [8] - The mechanical industry index has risen by 53.09% since the beginning of 2025, compared to a 24.57% increase in the CSI 300 index [10] Key Macro Data - The manufacturing PMI for December 2025 was reported at 50.1%, indicating stable growth in the sector [15] - The production index and order index for December 2025 were 50.8% and 51.7%, respectively, suggesting positive trends in manufacturing activity [21] Sub-industry Data Summary Engineering Machinery Industry - Excavator sales in December 2025 reached 23,095 units, a year-on-year increase of 19.2% [36] Machine Tool and Industrial Robot Industry - Industrial robot production in November 2025 was 70,188 units, reflecting a year-on-year growth of 20.6% [41] Rail Transit Industry - The cumulative production of EMUs from January to November 2025 was 1,722 units, with November production showing a year-on-year increase of 24.1% [45] Oilfield Equipment Industry - The global active drilling rig count was 1,813 units as of November 2025, with Brent crude oil averaging $63.34 per barrel on January 9, 2026 [53] Semiconductor Equipment Industry - Semiconductor sales in November 2025 reached $75.28 billion, with a month-on-month increase of 3.53% [76] Key Company Earnings Forecast - The report recommends several companies for investment, including: - Humanoid Robots: Hengli Hydraulic, Changying Precision, and others [5] - Chip Equipment: Keri Technology [5] - Commercial Aerospace: Plit [5] - AI Infrastructure: Ice Wheel Environment, Hanzhong Precision, and others [5] - Engineering Machinery: Sany Heavy Industry, XCMG, and others [5] - Export Chain: Honghua Digital Science, Juxing Technology, and others [5]