Group 1 - The core point of the article is that Hengshuai Co., Ltd. announced a significant reduction in its convertible bonds by its controlling shareholder, Hengshuai Investment, through a block trade [1] Group 2 - Hengshuai Investment notified that it has recently reduced its holdings of Hengshuai convertible bonds by a total of 600,000 units [1] - This reduction represents 18.32% of the total issuance of Hengshuai convertible bonds [1]

| 证券代码：300969 | 证券简称：恒帅股份 | 公告编号：2026-004 | | --- | --- | --- | | 债券代码：123256 | 债券简称：恒帅转债 | | 公司于2026年1月16日收到控股股东恒帅投资的通知，其于近期通过深圳证 券交易系统以大宗交易的方式减持其所持有的恒帅转债合计600,000张，占恒帅 转债发行总量的18.32%，具体变动情况如下： | 持有人 | 本次变动前 | 占可转债发 | 本次变动 | 占可转债 | 本次变动后 | | | --- | --- | --- | --- | --- | --- | --- | | | 持有数量 | | 卖出数量 | | 持有数量 | 占可转债发 | | | （张） | 行总量比例 | （张） | 发行总量 | （张） | 行总量比例 | | | | （%） | | 比例（%） | | （%） | | 宁波恒帅 | | | | | | | | 投资管理 有限公司 | 925,389 | 28.24 | 600,000 | 18.32 | 325,389 | 9.93 | 注：若出现合计数与各加数之和尾数不符的情况，系四舍五 ...

Core Viewpoint - The A-share market is experiencing a surge in robot concept stocks, with several companies hitting the daily limit up, driven by positive sentiment surrounding Tesla's V3 version and endorsements from notable investors [1][3]. Group 1: Stock Performance - Companies such as Henghui Anfang, Henggong Precision, and Deen Precision have all reached the daily limit up of 20% [1]. - Other notable performers include Jingzhida with a rise of over 17%, and DeMais, Slinzhidrive, and Kexiang shares increasing by over 14% [1]. - The total market capitalization of Henghui Anfang is 8.603 billion, while Henggong Precision stands at 9.863 billion [3]. Group 2: Investor Sentiment - Jason Calacanis, a well-known Silicon Valley investor, praised the V3 version of Tesla's robot, suggesting that future recognition will focus on Optimus rather than Tesla's past vehicle production [1]. - The positive feedback from influential investors is likely to bolster market confidence in robot-related stocks [1]. Group 3: Year-to-Date Performance - Henghui Anfang has a year-to-date increase of 21.97%, while Henggong Precision has risen by 9.40% [3]. - Other companies like Baive Storage and Stai Zhichui have shown significant year-to-date gains of 51.11% and 50.60%, respectively [3].

（文章来源：证券日报） 证券日报网讯 1月14日，恒帅股份在互动平台回答投资者提问时表示，截至2026年1月9日，公司股东总 数（含信用账户合并）为7822户。 ...

Core Viewpoint - The automotive parts sector experienced a slight decline of 0.06% on January 14, with Yueling Co. leading the losses, while the Shanghai Composite Index fell by 0.31% and the Shenzhen Component Index rose by 0.56% [1] Group 1: Market Performance - The automotive parts sector saw a mixed performance among individual stocks, with notable gainers including Aikelan, which rose by 16.04%, and Shanzigaoke, which increased by 10.10% [1] - The sector's overall trading volume was significant, with Aikelan achieving a transaction value of 1.481 billion yuan and Shanzigaoke reaching 12.848 billion yuan [1] Group 2: Capital Flow - The automotive parts sector experienced a net outflow of 2.37 billion yuan from institutional investors, while retail investors saw a net inflow of 2.601 billion yuan [2] - The capital flow data indicates that Shanzigaoke had a substantial net inflow of 2.089 billion yuan from institutional investors, despite a net outflow of 1.118 billion yuan from speculative funds [3]

Core Insights - The article discusses the trend of decreasing shareholder accounts among companies, indicating a concentration of shares. A total of 600 companies reported their latest shareholder numbers as of January 10, with 83 companies experiencing a decline for more than three consecutive periods, and some, like Dazhongnan, seeing a drop for 12 consecutive periods [1]. Group 1: Shareholder Trends - 83 companies have seen a continuous decrease in shareholder accounts for over three periods, with Dazhongnan experiencing a 29.73% decline over 12 periods [1]. - Tongda Power has also seen a decline for 10 periods, with a total drop of 12.19%, while other companies like Guotou Fengle and Rainbow Group are also on the list of those with significant declines [1]. - The latest data shows that Hengshuai Co., Furong Technology, and Yong'an Forestry have experienced the largest declines in shareholder numbers, with decreases of 16.65%, 7.34%, and 4.29% respectively [1]. Group 2: Market Performance - Among the companies with decreasing shareholder accounts, 45 have seen their stock prices rise, while 36 have experienced declines. Notable gainers include Zhiguang Electric, Hengshuai Co., and Huarui Co., with increases of 40.75%, 29.93%, and 29.17% respectively [2]. - 22 companies, accounting for 26.51%, outperformed the Shanghai Composite Index during this period, with Zhiguang Electric, Huarui Co., and Hengshuai Co. showing relative returns of 34.64%, 24.84%, and 24.15% respectively [2]. Group 3: Institutional Interest - In the past month, 12 companies with decreasing shareholder accounts have been subject to institutional research, with Zhiguang Electric, Xingfa Group, and Hengshuai Co. being the most frequently researched, each receiving two inquiries [2]. - The companies with the highest number of institutional participants include Xingfa Group with 107 institutions, COFCO Technology with 38, and Jintian Co. with 23 [2]. Group 4: Performance Metrics - One company has already reported its preliminary earnings for the full year of 2025, with Shaanxi Guotou A showing a net profit increase of 5.70% [2].

Group 1 - The core point of the news is that Hengshuai Co., Ltd. experienced a 5% drop in stock price, currently trading at 132.90 CNY per share, with a total market capitalization of 14.885 billion CNY [1] - Hengshuai Co., Ltd. is based in Ningbo, Zhejiang Province, and was established on February 21, 2001. The company went public on April 12, 2021, and its main business involves the research, production, and sales of automotive motors and cleaning system products based on fluid technology [1] - The revenue composition of Hengshuai Co., Ltd. includes cleaning products at 46.88%, motor products at 44.88%, other products at 7.14%, and additional items at 1.10% [1] Group 2 - From the perspective of fund holdings, one fund under Rongtong Fund has a significant position in Hengshuai Co., Ltd. The Rongtong Tongying Flexible Allocation Mixed Fund (002415) held 5,400 shares, accounting for 4.12% of the fund's net value, making it the sixth-largest holding [2] - The Rongtong Tongying Flexible Allocation Mixed Fund (002415) was established on March 15, 2016, with a latest scale of 16.8831 million CNY. Year-to-date, it has a return of 3.66%, ranking 4,179 out of 8,838 in its category, and a one-year return of 35.81%, ranking 3,876 out of 8,089 [2] - The fund manager of Rongtong Tongying Flexible Allocation Mixed Fund (002415) is Li Ke, who has been in the position for 205 days. The total asset size of the fund is 1.516 billion CNY, with the best return during his tenure being 8% and the worst being 0.09% [3]

融资融券数据显示，该股最新（1月13日）两融余额为2.36亿元，其中，融资余额为2.36亿元，本期筹码 集中以来融资余额合计增加1074.02万元，增幅为4.78%。 公司发布的三季报数据显示，前三季公司共实现营业收入6.80亿元，同比下降3.47%，实现净利润1.29 亿元，同比下降21.07%，基本每股收益为1.1500元，加权平均净资产收益率9.67%。（数据宝） （文章来源：证券时报网） 恒帅股份1月14日披露，截至2026年1月10日公司股东户数为7822户，较上期（2025年12月31日）减少 1563户，环比降幅为16.65%。这已是该公司股东户数连续第3期下降。 证券时报·数据宝统计，截至发稿，恒帅股份最新股价为140.82元，上涨0.66%，本期筹码集中以来股价 累计上涨13.84%。具体到各交易日，5次上涨，3次下跌。 ...

证券日报网1月13日讯，恒帅股份（300969）在接受调研者提问时表示，在人形机器人领域，公司已采 用谐波磁场电机技术为客户提供定制化方案，该技术在人形机器人的相关电机品种中具备一定的竞争优 势。机器人产业存在巨大的发展机遇，该领域的拓展有望成为公司未来第三大增长曲线。 ...

Core Viewpoint - The company, Hengshuai Co., Ltd. (300969), acknowledges that automotive manufacturers impose annual price reductions on component suppliers, but it maintains stable pricing with its leading industry clients [1] Group 1: Company Strategy - The company collaborates primarily with industry leaders, ensuring a mature and stable pricing system [1] - To mitigate the impact of annual price reductions, the company plans to implement continuous technological innovation, cost reduction, and enhanced internal management [1] Group 2: Industry Context - The automotive industry is experiencing intensified competition, leading to ongoing price adjustment strategies by manufacturers, which will affect the upstream supply chain [1]