9月8日，多利科技涨5.22%，截至发稿，报23.60元/股，成交7678.38万元，换手率4.24%，总市值73.28 亿元。 资料显示，滁州多利汽车科技股份有限公司位于江苏省苏州市昆山市巴城镇金凤凰路799号，成立日期 2010年6月7日，上市日期2023年2月27日，公司主营业务涉及专注于汽车冲压零部件及相关模具的开 发、生产与销售。主营业务收入构成为：冲压和一体化压铸零部件93.64%，其他4.54%，冲压模具 1.82%。 从多利科技十大流通股东角度 数据显示，鹏华基金旗下1只基金位居多利科技十大流通股东。鹏华动力增长混合(LOF)（160610）二 季度增持14.33万股，持有股数62.08万股，占流通股的比例为0.79%。根据测算，今日浮盈赚取约72.63 万元。 鹏华动力增长混合(LOF)（160610）基金经理为蒋鑫。 截至发稿，蒋鑫累计任职时间9年79天，现任基金资产总规模48.9亿元，任职期间最佳基金回报 136.17%， 任职期间最差基金回报-21.83%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理 ...

9月8日，多利科技涨5.22%，截至发稿，报23.60元/股，成交7678.38万元，换手率4.24%，总市值73.28 亿元。 资料显示，滁州多利汽车科技股份有限公司位于江苏省苏州市昆山市巴城镇金凤凰路799号，成立日期 2010年6月7日，上市日期2023年2月27日，公司主营业务涉及专注于汽车冲压零部件及相关模具的开 发、生产与销售。主营业务收入构成为：冲压和一体化压铸零部件93.64%，其他4.54%，冲压模具 1.82%。 从基金十大重仓股角度 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 永赢价值发现慧选混合发起A（023915）基金经理为沈平虹。 截至发稿，沈平虹累计任职时间242天，现任基金资产总规模4.28亿元，任职期间最佳基金回报 30.14%， 任职期间最差基金回报6.32%。 数据显示，永赢基金旗下1只基金重仓多利科技。永赢价值发现慧选混合发起A（023915）二季度持有 股数1.87万股，占基金净值比例为2.78%，位居第五 ...

证券日报网讯多利科技（001311）9月5日在互动平台回答投资者提问时表示，截至2025年8月29日，公 司不含信用账户合并股东名册股东总人数约为1.79万户。 ...

Group 1 - The core point of the article is the patent application by Suining Duoli Technology Co., Ltd. for a device named "Automobile Cover Punching Machine," which was published under CN 120551264 A and applied for on April 2025 [1] - The patent involves a technology related to automobile cover punching, featuring a main support structure with a pressure mechanism that interacts with a punching component and a fixed intermittent rotation device [1] - The pressure mechanism applies pressure to the punching component and facilitates a 180-degree intermittent rotation, allowing for the exchange of positions between the punching component and a grinding mechanism, ensuring precision in the grinding process [1] Group 2 - Suining Duoli Technology Co., Ltd. was established in 2019 and is located in Suining City, primarily engaged in technology promotion and application services [1] - The company has a registered capital of 15 million RMB and has participated in four bidding projects, holds six patent records, and possesses seven administrative licenses according to Tianyancha data [1]

Core Viewpoint - The company, Doli Technology, has disclosed its fundraising utilization and project status, indicating a significant investment in automotive components and the completion of certain projects by mid-2025 [1] Group 1: Fundraising and Investment - As of June 30, 2025, the company has cumulatively utilized 1,791.23 million yuan of the raised funds for investment projects [1] - The project at Changzhou Doli Automotive Parts Co., Ltd. for precision automotive components and integrated chassis structure has utilized 250.78 million yuan of the raised funds [1] Group 2: Project Status and Future Outlook - By February 2025, some of the company's investment projects have reached their construction and operational status, leading to their completion [1] - The projects that have commenced production are expected to gradually generate benefits for the company [1]

Company Performance - Doli Technology reported a total revenue of 1.734 billion yuan for the first half of 2025, representing a year-on-year growth of 13.15% [1] - The net profit attributable to shareholders was 157 million yuan, a decrease of 28.13% year-on-year [1] - The non-recurring net profit was 145 million yuan, down 32.13% year-on-year [1] - The current ratio stood at 2.058, the quick ratio at 1.359, and the debt-to-asset ratio at 24.18% [1] Stock Market Activity - As of August 25, 2025, Doli Technology's stock closed at 23.26 yuan, down 1.69% [1] - The turnover rate was 8.41%, with a trading volume of 66,300 lots and a transaction amount of 156 million yuan [1] - There was a net outflow of 11.39 million yuan in main funds, accounting for 7.32% of the transaction amount [1] - Large orders saw a net outflow of 7.6973 million yuan, representing 4.95% of the transaction amount [1] Company Background - Doli Technology, officially known as Chuzhou Doli Automotive Technology Co., Ltd., was established in 2010 and is located in Chuzhou City [2] - The company primarily engages in the automotive manufacturing industry [2] - The registered capital is approximately 2.388 billion yuan, with a paid-in capital of 1.06 billion yuan [1][2] - The legal representative of the company is Jiang Jianqiang [1] Investment and Innovation - Doli Technology has made investments in 14 external enterprises and participated in 20 bidding projects [2] - The company holds 135 patents and has obtained 11 administrative licenses [2]

Group 1: Resident Deposit Migration - The report indicates that resident deposit migration is expected to begin, typically occurring 10-12 months after a market transition from bear to bull, with the current period being 11 months since the last transition [1][6][7] - Initial signs of deposit migration have emerged, with a notable increase in non-bank deposit growth turning positive, suggesting potential for significant market inflow [6][9] - Short-term market consolidation of 2-3 months is anticipated as deposits begin to migrate, based on historical patterns observed in previous bull markets [8][9] Group 2: Unmanned Sanitation Vehicles - The unmanned sanitation vehicle market is projected to reach a scale of approximately 123 billion yuan in 2024, with significant growth expected as the industry transitions from the 0-1 stage to mass production [12][14] - The economic benefits of unmanned sanitation vehicles are substantial, with potential labor cost savings of 12-16 million yuan per vehicle by replacing 3-4 workers, leading to a cost reduction of up to 66% under certain conditions [13][15] - The market for unmanned sanitation vehicles is estimated to be worth between 1.16 trillion and 2.91 trillion yuan, depending on the replacement rate of sanitation workers [14][15] Group 3: Semiconductor Equipment - The report highlights a significant growth potential in the semiconductor equipment sector, particularly in the context of domestic AI development and the need for self-sufficient supply chains [3][18] - The domestic semiconductor equipment market has an average annual scale of approximately 41.7 billion USD, with expectations for continued expansion driven by AI applications [19] - Key companies in the semiconductor equipment space are recommended for investment, including those involved in front-end and back-end equipment, as well as the photolithography supply chain [19] Group 4: Power Prediction Business - The company is recognized as a leader in power prediction, with a projected net profit growth of 40% to 27% from 2025 to 2027, supported by a strong market demand and technological barriers [4][22][24] - The number of service sites for power prediction has increased significantly, indicating robust growth in this segment, with a 55.14% increase in revenue from power prediction services [23] - The company is actively investing in strategic partnerships to enhance its market position in the renewable energy sector [24] Group 5: Wind Power Equipment - The company has reported a 41.26% increase in revenue for the first half of 2025, driven by a significant rise in wind turbine sales, which saw a 106.58% increase in sales capacity [32][33] - The company’s gross margin for wind turbine sales has improved, reflecting operational efficiencies and increased demand [33] - Future projections indicate continued growth in net profit, with expectations of 63.8% growth from 2025 to 2027 [35] Group 6: Lithium Battery Materials - The company has achieved a 28.97% increase in revenue for the first half of 2025, with expectations for further price stabilization and growth in the second half of the year [37][38] - The company is focusing on innovation in lithium battery materials, with significant investments in new technologies and production capabilities [38][39] - Projections for net profit growth from 2025 to 2027 are robust, with an anticipated increase of 68.5% [39]

Group 1: Company Performance - KAILI Medical's overseas sales revenue for the first half of 2025 is expected to remain flat compared to the same period last year, primarily due to a high base effect from the previous year [1] - SANWEI Chemical achieved total operating revenue of 1.25 billion yuan in the first half of 2025, a year-on-year increase of 21.81%, with net profit rising by 42.54% to 120.36 million yuan [1] - XIGAO Institute's proposed dividend for the first half of 2025 is 73.13 million yuan, with a payout ratio of 55.11% [2] - HONGSHENG Huayuan reported a revenue of 4.905 billion yuan for the first half of 2025, a decrease of 4.53%, while net profit increased by 96.30% [3] - MAIPU Medical's overseas sales revenue reached 38.10 million yuan, with significant growth in various product lines, particularly over 100% growth in hemostatic products [4] - DUOLI Technology's revenue grew by 13.15% year-on-year, but net profit declined by 28.13% due to increased competition and costs [5] - TIANRUN Industrial's large horsepower business revenue increased by 40%-50%, with a projected capacity increase of nearly 50% next year [6] - ZHONGKUANG Resources reported operating revenue of 3.27 billion yuan for the first half of 2025, a year-on-year increase of 34.89%, but net profit fell by 81.16% [7] - HUAYANG Group is expanding its international brand client base in automotive electronics, with significant growth in orders for magnesium alloy die-casting products [8] Group 2: Strategic Initiatives - KAILI Medical is focusing on localizing overseas personnel and enhancing new product registrations, particularly for high-end products [1] - SANWEI Chemical is optimizing existing businesses and actively exploring downstream fine chemicals and external expansion opportunities [1] - XIGAO Institute is advancing its green transformation in response to the "dual carbon" policy and enhancing its competitive edge in the new energy sector [2] - HONGSHENG Huayuan is implementing automation and intelligent manufacturing to improve production processes [3] - MAIPU Medical is pursuing global expansion and has received MDR certification for its hard dura mater medical glue products [4] - DUOLI Technology is preparing for the acquisition of a 52% stake in a company to enhance its industrial layout and internationalization [5] - TIANRUN Industrial is developing electric steering products and exploring new materials and high-end manufacturing [6] - ZHONGKUANG Resources is deepening its resource advantages in lithium battery new energy and expanding its multi-metal mineral resource pool [7] - HUAYANG Group is exploring opportunities in the robotics sector while leveraging its existing technological capabilities [8]

Core Insights - The recent disclosure of semi-annual reports by A-share listed companies reveals significant movements among institutional investors, particularly pension funds [1] Group 1: Institutional Investment Trends - In the second quarter, pension funds entered the top ten circulating shareholder lists of over 20 stocks [1] - The total market value of stocks newly held by pension funds, with a market value exceeding 100 million yuan, includes 11 companies: Hongfa Technology, Satellite Chemical, Shengyi Electronics, Yuyue Medical, Jereh Group, Angel Yeast, Taineng Technology, Huace Testing, Hisense Home Appliances, Gongda Electronics, and Cambridge Technology [1] - Additionally, pension funds also entered the top ten circulating shareholder lists of companies such as Weichai Heavy Machinery, Huafeng Aluminum, Luxi Chemical, Jingneng Electric Power, Nova Star Cloud, Fuda Co., Tianqin Equipment, Shanhaishan, Gaoxingxing, Jiuzhitang, Doli Technology, Zhongce Rubber, Weifeng Electronics, and Baolijia [1]

Core Viewpoint - Doli Technology (001311) reported a mixed performance for the first half of 2025, with revenue growth but a significant decline in net profit, indicating challenges in profitability despite increased sales [1][7]. Financial Performance - Total revenue for the first half of 2025 reached 1.734 billion yuan, a year-on-year increase of 13.15% compared to 1.533 billion yuan in 2024 [1][2]. - Net profit attributable to shareholders was 157 million yuan, down 28.13% from 219 million yuan in the previous year [1][2]. - The second quarter saw total revenue of 862 million yuan, up 14.53% year-on-year, while net profit for the quarter was 62.13 million yuan, down 40.31% [1]. Profitability Metrics - Gross margin decreased to 17.66%, a decline of 21.41% year-on-year, while net margin fell to 9.07%, down 36.19% [1][3]. - The total of selling, administrative, and financial expenses was 72.34 million yuan, accounting for 4.17% of revenue, an increase of 12.3% year-on-year [1][3]. Balance Sheet Highlights - Accounts receivable stood at 971 million yuan, representing a decrease of 5.48% from the previous year, but the accounts receivable to net profit ratio reached 228.55% [1][5]. - Net assets per share decreased to 14.67 yuan, down 19.54% year-on-year, while earnings per share dropped to 0.51 yuan, a decline of 44.57% [1][5]. Operational Insights - Inventory increased by 20.45% due to new customer orders, while construction in progress surged by 127.42% due to new factory and equipment investments [2][4]. - Operating costs rose by 20.17%, influenced by increased sales and asset depreciation [3]. Market Position and Future Outlook - The company's return on invested capital (ROIC) was 9.18%, indicating average capital returns, with historical median ROIC at 20.29% since its listing [5]. - Analysts project a net profit of 381 million yuan for 2025, with an average earnings per share estimate of 1.23 yuan [5].