Ningbo Hengshuai (300969)
- 77.56
- -1.28-1.62%
Ningbo Hengshuai (300969) News
Has entered the supply chains of multiple robot body, module manufacturers, and dexterous hand enterprises; humanoid robotics-related stocks surged more than 14% in a single day; institutional investors conducted intensive research visits to relevant list
① Jiangsu Leili stated in its institutional investor meeting minutes released on Thursday that the company's core components—including frameless torque motors, rotary joint modules, and coreless motors—have entered the supply chains of multiple domestic and international robot body manufacturers, module suppliers, and dexterous hand enterprises. On the secondary market, Jiangsu Leili’s stock closed more than 14% higher on Friday. ② A review of the industry sectors (see table), listed companies (see list), and the latest institutional research on the humanoid robotics sector that attracted the most attention from institutional investors this week.
Hengshuai Co., Ltd. (300969): Capacity from its proactive cleaning business is being fully unleashed, while robotics is emerging as a new growth driver.
The proactive cleaning business is seeing capacity release, while the thermal management business is expanding into integrated modules. In the traditional cleaning sector, the company has already captured a significant share of the domestic market, with growth largely driven by new customer acquisition. In the proactive cleaning segment, the company has secured contracts for certain vehicle models.
Hengshuai Co., Ltd. (300969.SZ): Change of Managing Partner of the Controlling Shareholder's Concert Party and Execution of Concert Party Agreement
Gelonghui, June 17 — Hengshuai Co., Ltd. (SZSE: 300969) announced that it recently received a notice from Ningbo Yumi Equity Investment Management Co., Ltd. (Limited Partnership) (“Ningbo Yumi”), a party acting in concert with the company’s actual controller, stating that the executive partner of Ningbo Yumi has been changed from Mr. Xu Ningning to Ms. Zhang Lijun. The aforementioned change has completed the relevant industrial and commercial registration procedures, and a newly issued Business License has been obtained. Meanwhile, to ensure the stability of the company’s control rights, Ningbo Yumi has entered into a Concert Party Agreement with Mr. Xu Ningning, the actual controller, pursuant to which Mr. Xu Ningning will continue to maintain a concert party relationship with Ningbo Yumi.
Hengshuai Co., Ltd.: Only half a trading day remains before the cessation of conversion for 'Hengshuai Convertible Bonds'.
Gelonghui News, May 12 | Hengshuai Shares announced at noon that May 12 is the last conversion day for 'Hengshuai Convertible Bonds.' Before the market closes on May 12, investors holding 'Hengshuai Convertible Bonds' can still convert them into shares. After the market closes on May 12, any 'Hengshuai Convertible Bonds' that have not been converted will cease to be eligible for conversion, and the remaining 'Hengshuai Convertible Bonds' will be mandatorily redeemed at a price of 100.191 yuan per bond. If subject to mandatory redemption, investors may face losses. Following the midday closing on May 12, only half a trading day remains until the cessation of conversion for 'Hengshuai Convertible Bonds' on May 13.
Hengshuai Co., Ltd. (300969): Steady Revenue Growth; Robotics Business Poised to Become the Third Growth Driver
Event: The company released its 2025 annual report and 2026 first-quarter report. In 2025, the company recorded operating revenue of RMB 950 million (-1.5%), net profit attributable to owners of the parent company of RMB 170 million (-22.0%), and net profit attributable to owners of the parent company after deducting non-recurring items...
Hengshuai Co., Ltd. (300969): Significant Year-on-Year Revenue Growth in Q1 2026 as Robot Industrialization Accelerates
According to Hengshuai Shares' 2025 Annual Report: In 2025, the company recorded revenue of RMB 947 million, down 1.55% year on year; net profit attributable to owners of the parent company was RMB 167 million, a year-on-year decrease of 22.02%; and net profit attributable to owners of the parent company after deducting non-recurring items was RMB 147 million.
Hengshuai Co., Ltd. (300969): Q1 Profitability Improves Quarter-on-Quarter; Robotics Poised to Become a New Growth Driver
Event: The company released its 2025 and Q1 2026 earnings. In 2025, the company reported revenue of RMB 950 million, down 2% year on year, and net profit attributable to owners of the parent company of RMB 170 million, down 22% year on year; in Q1 2026, the company's revenue was RMB 2
Hengshuai Co., Ltd.: 2025 Annual Report
Hengshuai Co., Ltd.: Summary of the 2025 Annual Report
Hengshuai Co., Ltd.: First Quarter Report for 2026
Express News | The robotics concept was active at the opening of trading, with ShiYun Circuit hitting a limit-up in a single stroke.
The robotics concept was active at the opening of trading. ShiYun Circuit hit a limit-up in a single stroke, QiaoFeng Intelligence surged over 10%, and SiLing ZhiQu, HengShuai Shares, GuangYang Shares, and ZheJiang RongTai were among the top gainers. In terms of news, Musk officially announced on the X platform that the next-generation AI5 chip has completed tape-out, and the design blueprint has been formally transferred to the contract manufacturer for manufacturing. Mass production is expected to commence in 2027. This chip will succeed AI4 and become the core computing platform for Tesla's autonomous driving and humanoid robot projects.
The humanoid robot half-marathon kicked off on April 19, providing an event-driven catalyst for the robotics sector.
①The much-anticipated 2026 Beijing Yizhuang Half Marathon and Humanoid Robot Half Marathon will start on April 19. ②AJ Securities noted that the humanoid robot industry is still in the stages of technical validation and industrialization introduction. Short-term pricing in the industry is primarily driven by technological progress and event catalysts, while the core factors in the medium to long term lie in the pace of mass production and the implementation of application scenarios.
Hengshuai Co., Ltd. (300969): A Leading Player in Automotive Micro-Motors with Diversified Emerging Businesses Gaining Traction
The company was founded in 2001, initially focusing on automotive motors and cleaning components, and has since gradually expanded into new businesses such as ADAS cleaning systems and robotic motors. Hengshuai Co., Ltd. was established in 2001, and in 2023, its proactive-sensing cleaning pump products achieved certain
Express News | Hengshuai Co., Ltd.: The company's motor products have gradually expanded into the industrial automation and robotics fields.
Hengshuai Co., Ltd. recently stated during an institutional research meeting that it will continue to enhance its research and development efforts, steadily expanding the variety of motor products and their application scenarios. In addition to automotive applications, the company’s motor products are now progressively entering the industrial automation and robotics sectors, continuously opening up new market opportunities for long-term growth. Expanding into these emerging fields presents both challenges and opportunities, but also involves significant uncertainty. Investors are advised to be mindful of potential risks.
Guolian Minsheng Securities: Long-term growth potential in the dexterous hand industry chain driven by international leaders and domestic emerging players
Currently, dexterous hands are continuously evolving towards higher degrees of freedom, tactile sensing, and tendon-driven transmission.
Guolian Minsheng Securities: With the accelerated industrialization of humanoid robots, we are optimistic about the long-term incremental growth potential of the dexterous hand supply chain.
The institution believes that with the accelerated implementation of humanoid robot industrialization, it is optimistic about the long-term incremental growth potential of the dexterous hand industry chain.
Huayuan Securities: Robot upgrades showcased on the Spring Festival Gala, with the industry entering the '1 to 10' phase.
Beyond the widespread attention on the Spring Festival Gala robots, the substantive deployments by Agility and Figure in the production and manufacturing processes, Elon Musk's envisioned Optimus unmanned café, and Unitree Technology's re-performance at the Temple of Heaven all signify that the industry is accelerating its progress toward real-world scenario implementation.