Analysis of the Strong Performance of Hengbo Co., Ltd. (301225)

Hengbo Co., Ltd. (301225) is a Shenzhen GEM-listed company in the auto parts/new energy vehicle industry chain. On December 25, 2025, it rose by 10.71% with a daily turnover of 309 million yuan, significantly higher than the usual level [3]. Its strong performance is mainly driven by three factors: first, the overall strength of the auto parts industry, with many stocks hitting the daily limit on the same day, driving the company’s stock up [1]; second, the company’s business covers new energy vehicle industry chain-related fields such as ICE&PHEV air intake systems, new energy vehicle thermal management systems, and hydrogen fuel cell cathode filtration systems, supported by new energy concepts [2]; third, the main net inflow in the past 3 days was 28.7298 million yuan, indicating increased interest from institutional investors [3].

The company’s main business is auto air intake systems and accessories, accounting for 60.23% of revenue, and also involves motorcycle and general machinery air intake systems [2]. The layout of the new energy vehicle industry chain allows it to benefit from industry policies and market demand growth, while the continuous inflow of main funds further strengthens the short-term upward momentum. In terms of industry sentiment, the auto parts industry is generally in an upward trend, and the market’s confidence in the auto industry chain, especially new energy vehicle-related companies, has increased [1].

: First, shareholder Qihong Investment plans to reduce its holdings by no more than 3.14% of shares, which brings reduction pressure [4]; second, the auto parts industry is highly competitive, and the company needs to maintain technical competitiveness continuously; third, the short-term gain is relatively large, so there is a risk of correction. : The layout of the new energy vehicle industry chain may benefit from the long-term growth of the industry. If the company can make breakthroughs in technological innovation and market expansion, it is expected to gain long-term development momentum.

Hengbo Co., Ltd. (301225) has shown strong short-term performance, mainly driven by the strength of the industry sector, new energy business layout, and capital inflow. Technically, the short-term gain is significant with increased trading volume; fundamentally, it has diversified business support. Investors need to pay attention to risks such as shareholder reduction plans, industry competition, and short-term fluctuations, while tracking the development of the company’s new energy business and the impact of industry policy changes on it.