截至发稿，吴国清累计任职时间10年36天，现任基金资产总规模53.33亿元，任职期间最佳基金回报 391.7%， 任职期间最差基金回报-34.41%。 10月27日，美湖股份涨5.01%，截至发稿，报38.18元/股，成交5.82亿元，换手率4.61%，总市值129.49 亿元。 资料显示，湖南美湖智造股份有限公司位于湖南省衡东县城关镇衡岳北路69号，成立日期1994年7月4 日，上市日期2016年11月30日，公司主营业务涉及发动机(或内燃机)系统的关键及重要零部件-泵类产品 的研发、制造和销售。主营业务收入构成为：柴油机机油泵28.57%，新能源车用零部件(新能源车 泵)21.57%，汽油机机油泵15.28%，其他12.11%，电机8.12%，金属冶金制品零部件6.95%，变速箱泵 5.97%，其他(补充)1.43%。 从美湖股份十大流通股东角度 数据显示，前海开源基金旗下1只基金位居美湖股份十大流通股东。前海开源嘉鑫混合A（001765）二 季度新进十大流通股东，持有股数322.36万股，占流通股的比例为1.33%。根据测算，今日浮盈赚取约 586.69万元。 前海开源嘉鑫混合A（001765）成立日期 ...

Core Viewpoint - Meihua Co., Ltd. has shown significant stock performance with a year-to-date increase of 158.89%, despite recent fluctuations in trading volume and price [2]. Group 1: Stock Performance - As of October 24, Meihua's stock price increased by 2.01% to 36.04 CNY per share, with a trading volume of 1.53 billion CNY and a market capitalization of 12.223 billion CNY [1]. - The stock has experienced a 0.84% increase over the last five trading days, an 18.04% decrease over the last 20 days, and a 26.37% increase over the last 60 days [2]. Group 2: Financial Performance - For the first half of 2025, Meihua reported a revenue of 1.075 billion CNY, reflecting a year-on-year growth of 10.74%, and a net profit attributable to shareholders of 101 million CNY, with a growth of 10.26% [3]. Group 3: Shareholder Information - As of October 10, the number of shareholders increased to 24,300, a rise of 3.42%, with an average of 13,979 circulating shares per shareholder, up by 35.37% [3]. - The company has distributed a total of 402 million CNY in dividends since its A-share listing, with 186 million CNY distributed over the last three years [4]. Group 4: Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders include Yongying Advanced Manufacturing Mixed Fund, which holds 10.1286 million shares, an increase of 7.9073 million shares from the previous period [5]. - Penghua Carbon Neutral Theme Mixed Fund ranks fourth among the top shareholders with 8.3063 million shares, an increase of 1.3212 million shares [5].

证券日报网讯美湖股份（603319）10月23日在互动平台回答投资者提问时表示，截至2025年10月10日， 公司在册股东总数为24260户。 ...

Market Overview - The automotive thermal management sector declined by 1.86%, ranking among the top declines in concept sectors as of the market close on October 13 [1] - Within this sector, companies such as Hengshuai Co., Zhejiang Rongtai, and Jingwei Hengrun experienced significant declines, while 18 stocks saw price increases, with Hunan Tianyan, Changying Tong, and Keda Guochuang leading with gains of 6.67%, 6.55%, and 4.51% respectively [1] Concept Sector Performance - The top-performing concept sectors included Rare Earth Permanent Magnets with a gain of 6.92%, and Military Equipment Restructuring Concept with a gain of 3.51% [2] - The automotive thermal management sector was among the laggards, with a decline of 1.86%, alongside other sectors like AI PC and Decelerators [2] Capital Flow Analysis - The automotive thermal management sector saw a net outflow of 1.94 billion yuan, with 91 stocks experiencing net outflows, and 6 stocks seeing outflows exceeding 100 million yuan [2] - The leading stock for net outflow was Sanhua Intelligent Control, with a net outflow of 354 million yuan, followed by Top Group and Huagong Technology with outflows of 251 million yuan and 222 million yuan respectively [2] Notable Stocks in Automotive Thermal Management - Key stocks with significant net outflows included: - Sanhua Intelligent Control: -5.23% with a turnover rate of 5.92% and a net outflow of 353.60 million yuan - Top Group: -4.97% with a turnover rate of 3.39% and a net outflow of 251.08 million yuan - Huagong Technology: -3.19% with a turnover rate of 6.05% and a net outflow of 222.13 million yuan [3][4] Stocks with Positive Capital Inflows - Stocks with notable net inflows included: - Midea Group: 3.59 billion yuan - Feirongda: 57.68 million yuan - Sixuan New Materials: 53.25 million yuan [2][6]

Core Insights - The establishment of Meihu Novation Materials Technology Co., Ltd. marks a strategic move by Meihu Intelligent Manufacturing Co., Ltd. into the PEEK materials sector, focusing on high-performance applications in robotics, new energy vehicles, consumer electronics, aerospace, and medical devices [2][4] Group 1: Company Developments - Meihu Novation will concentrate on the research and development of PEEK materials and precision component manufacturing, providing integrated lightweight solutions from material design to component production [2] - The parent company, Meihu Intelligent Manufacturing, is recognized as a national champion in manufacturing and a leader in the production of key components for energy-saving and new energy vehicles, with significant revenue contributions from diesel engine oil pumps (30.46%), new energy vehicle components (23.39%), and gasoline engine oil pumps (16.89%) [2] - The company has been actively transitioning towards the new energy vehicle component sector since 2018, investing in technologies such as lidar motors and intelligent driving systems [3] Group 2: Strategic Acquisitions and Investments - The acquisition of Shenzhen Langdao Zhitong by Meihu's subsidiary, Xiang Oil Pump, is a critical step in the company's strategic shift towards humanoid robotics, focusing on L4 autonomous driving and AGV robotics [4] - Meihu plans to invest 700 million yuan in a new production and research base in Chongqing, which will enhance its capabilities in variable displacement pumps, electronic pumps, harmonic reducers, and joint modules [4] - The company has achieved full-process product development and mass production capabilities for humanoid robot joint modules, with plans for a new facility to produce 100,000 joint modules annually [5] Group 3: Financial Performance - In the first half of 2025, Meihu reported a revenue of 1.075 billion yuan, reflecting a year-on-year growth of 10.74%, and a net profit of 101 million yuan, up 10.26% from the previous year [5] - The company has also seen a significant increase in its net profit after deducting non-recurring items, which grew by 22.09% [5] Group 4: Material Applications - PEEK materials are expected to play a crucial role in the automotive sector for lightweight components such as engine covers, bearings, and brake systems, as well as in humanoid robots for joints and gears [6] - Carbon fiber reinforced PEEK is anticipated to be used in drone frames, propellers, and low-altitude flying vehicles, highlighting its versatility across multiple high-tech applications [6]

Core Viewpoint - Hunan Meihu Nuowixin Materials Co., Ltd. has been established with a registered capital of 10 million yuan, focusing on automotive parts development and manufacturing [1] Company Summary - The newly established company is involved in the research and development of automotive components, manufacturing of automotive parts and accessories, as well as processing and sales of mechanical parts [1] - The company is jointly held by Meihu Co., Ltd. (stock code: 603319) among other shareholders [1]

Group 1 - The core point of the news is that Meihu Co., Ltd. experienced a stock decline of 5.19%, with a current share price of 42.21 yuan and a total market capitalization of 14.316 billion yuan [1] - Meihu Co., Ltd. specializes in the research, manufacturing, and sales of key components for engine systems, particularly pump products, with a revenue composition that includes diesel engine oil pumps (28.57%), new energy vehicle components (21.57%), gasoline engine oil pumps (15.28%), and others [1] - The company was established on July 4, 1994, and went public on November 30, 2016 [1] Group 2 - Huafu Fund has a significant holding in Meihu Co., Ltd., with its Huafu Technology Momentum Mixed A fund increasing its stake by 530,000 shares, totaling 1.59 million shares, which represents 5% of the fund's net value [2] - The Huafu Technology Momentum Mixed A fund has achieved a year-to-date return of 110.26% and a one-year return of 151.07%, ranking 36th and 18th respectively among its peers [2] - The fund manager, Shen Cheng, has been in position for nearly 3 years and has delivered a best return of 75.45% during his tenure [3]

Group 1 - The report highlights that the A-share market is expected to trend upward after a period of consolidation, focusing on three main directions: policy catalysis, economic recovery, and benefits from interest rate cuts [4][14][17] - The report emphasizes the importance of monitoring the U.S. government shutdown and its potential impact on asset volatility, while also noting the relatively mild market reaction so far [15][16] - Domestic policies are expected to provide short-term support, with significant attention on the 14th Five-Year Plan and the upcoming APEC meeting for potential U.S.-China progress [16][17] Group 2 - The report identifies ten key stocks for October, including companies from various sectors such as electronics, automotive, and new energy, with no specific ranking among them [5][12] - The electronic sector features companies like Zhongwei Company and Fudan Microelectronics, which are expected to benefit from advancements in technology and market demand [18][22] - The automotive sector includes Moulding Technology, which is positioned to gain from increasing demand for lightweight and customized exterior parts due to the shift towards electric vehicles [34][36] Group 3 - In the electronics sector, Zhongwei Company reported a significant revenue increase of 36.46% year-on-year for the first half of 2024, although net profit saw a decline due to increased costs [18][19] - Fudan Microelectronics is facing intense competition in the market, leading to a slight decrease in revenue and profit, but is advancing its FPGA product line to maintain a competitive edge [22][23] - Moulding Technology is expected to see a recovery in profitability due to new projects with major automotive clients, projecting revenues of 71.4 billion yuan for 2024 [32][34] Group 4 - The report indicates that Meihu Co. is diversifying into new energy vehicles while maintaining strong growth in its traditional pump business, with a projected revenue increase for 2025 [39][40] - Shenzhen New Star is experiencing a significant recovery in performance, with a projected revenue of 15 billion yuan for the first half of 2025, driven by a rebound in lithium hexafluorophosphate prices [43][44] - Luoyang Molybdenum Co. reported a record net profit of 8.67 billion yuan for the first half of 2025, driven by increased production and rising prices of copper and cobalt [49][50]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603319 证券简称：美湖股份公告编号：2025-069 湖南美湖智造股份有限公司 关于召开2025年半年度业绩说明会的公告 重要内容提示： 会议召开时间：2025年10月13日（星期一）09:00-10:00 会议召开地点：上海证券交易所上证路演中心（网址：https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于2025年09月26日（星期五）至10月10日（星期五）16:00前登录上证路演中心网站首页点 击"提问预征集"栏目或通过公司邮箱hnjyb@hnjyb.com进行提问。公司将在说明会上对投资者普遍关注 的问题进行回答。 湖南美湖智造股份有限公司（以下简称"公司"或"本公司"）已于2025年8月29日发布公司2025年半年度 报告，为便于广大投资者更全面深入地了解公司2025年半年度经营成果、财务状况，公司计划于2025年 10月13日（星期一）09:00-10:00举行2025年半年度业绩说明会，就投资者关心的问题进行交流。 一、说明会类型 本次投资者说明会以网络互动形式召开，公司将针 ...

证券代码：603319 证券简称：美湖股份 公告编号：2025-069 湖南美湖智造股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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、准确性和完整性承担法律责任。 重要内容提示： 会议召开时间：2025 年 10 月 13 日（星期一）09:00-10:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 09 月 26 日（星期五）至 10 月 10 日（星期五）16:00 前登 录 上 证 路 演 中 心 网 站 首 页 点 击 " 提 问 预 征 集 " 栏 目 或 通 过 公 司 邮 箱 hnjyb@hnjyb.com 进行提问。公司将在说明会上对投资者普遍关注的问题进行回 答。 湖南美湖智造股份有限公司（以下简称"公司"或"本公司"）已于 2025 年 8 月 29 日发布公司 2025 年半年度报告，为便于广大投资者更 ...