头豹市场研究| 2025/09 www.leadleo.com 2025年中国磁悬浮压缩机行业概览 2025 China Magnetic Levitation Compressor Industry 2025 年中国磁気浮上式圧縮機です産業 （精华版） 报告标签：磁悬浮压缩机、数据中心、国产化替代 撰写人：许哲玮 报告提供的任何内容（包括但不限于数据、文字、图表、图像等）均系头豹研究院独有的高度机密性文件 （在报告中另行标明出处者除外）。 ，任何人不得以任何方式擅自复制、再 造、传播、出版、引用、改编、汇编本报告内容，若有违反上述约定的行为发生，头豹研究院保留采取法 律措施、追究相关人员责任的权利。头豹研究院开展的所有商业活动均使用"头豹研究院"或"头豹"的商号、 商标，头豹研究院无任何前述名称之外的其他分支机构，也未授权或聘用其他任何第三方代表头豹研究院 开展商业活动。 头豹市场研读 | 2025/09 观点摘要 在"双碳"目标和全球能效标准趋严的背景下，磁悬浮压缩机高效节能、无油运行、低维护成本 的优势凸显，在数据中心、生物制药、食品加工等高端领域应用日益广泛，市场需求呈现持续高增 长态势。尽管目前国际 ...

Core Viewpoint - The company Hanbell Precise Machinery (002158) has reported growth in its screw and magnetic levitation centrifugal compressors used for data center cooling in the first half of this year, highlighting its partnership with Taiwan's Eastern Electric as a key customer in this sector [1] Group 1 - The company has been actively involved in providing cooling compressors for data centers [1] - There has been growth in the sales of screw and magnetic levitation centrifugal compressors specifically for data center applications in the first half of the year [1] - Taiwan Eastern Electric is a significant partner and customer for the company's cooling compressor products, indicating a stable business relationship [1]

Group 1: Financial Performance - In the first half of 2025, the company reported a revenue of 1.489 billion CNY, a year-on-year decrease of 18.86% [2] - The net profit for the same period was 257 million CNY, down 42.90% compared to the previous year [2] - Basic earnings per share were 0.4813 CNY, reflecting a decline of 42.90% year-on-year [2] - The weighted average return on net assets was 5.99%, a decrease of 5.63% year-on-year [2] Group 2: Product Overview Refrigeration Products - The company offers a diverse range of refrigeration products, including commercial central air conditioning compressors, refrigeration compressors, and heat pump compressors [2] - The refrigeration compressors are widely used in commercial buildings, food cold chain, and heating applications, catering to various customer needs [3] - The company has seen growth in screw and magnetic levitation centrifugal compressors used in data center cooling during the first half of the year [3] Air Compression Products - Air compressors serve as core equipment in engineering machinery and are crucial in various industries such as pharmaceuticals, chemicals, and electronics [3] - The company is expanding into oil-free air compressor markets, which have significant potential in industries requiring high air quality [3] Vacuum Products - The vacuum products are primarily used in the photovoltaic and semiconductor industries, with plans to expand into lithium batteries, pharmaceuticals, and other sectors [3] - The company has begun small-scale supply to domestic chip manufacturers, indicating a growing recognition of its vacuum products [3] - Although the current contribution of vacuum products to overall performance is limited, the accelerating domestic semiconductor industry presents a promising growth opportunity [3]

格隆汇10月16日丨汉钟精机(002158.SZ)在投资者互动平台表示，施耐德一直是公司制冷压缩机产品的 客户，目前有部分用于数据中心的业务。 ...

Core Viewpoint - Hanbell Precise Machinery has confirmed that Schneider Electric is a customer for its refrigeration compressor products, with some of these products being utilized in data center operations [1] Group 1 - Hanbell Precise Machinery's refrigeration compressors are currently supplied to Schneider Electric [1] - The relationship with Schneider Electric includes applications in data centers [1]

Market Performance - The general equipment sector increased by 2.03% on October 15, with Ding Tai Gao Ke leading the gains [1] - The Shanghai Composite Index closed at 3912.21, up 1.22%, while the Shenzhen Component Index closed at 13118.75, up 1.73% [1] Top Gainers in General Equipment Sector - Ding Tai Gao Ke (301377) closed at 72.61, up 11.71% with a trading volume of 122,000 shares and a transaction value of 867 million [1] - Rong Qi Ke Ji (301360) closed at 84.00, up 11.55% with a trading volume of 54,400 shares [1] - Mo Xin Yi Qi (688622) closed at 133.50, up 11.18% with a trading volume of less than 35,800 shares [1] - Wu Zhou Xin Chun (603667) closed at 45.55, up 10.00% with a trading volume of 561,900 shares and a transaction value of 2.506 billion [1] Market Capital Flow - The general equipment sector saw a net inflow of 225 million from institutional investors, while retail investors contributed a net inflow of 277 million [2] - However, there was a net outflow of 503 million from speculative funds [2] Individual Stock Capital Flow - Wu Zhou Xin Chun (603667) had a net inflow of 440 million from institutional investors, but a net outflow of 184 million from speculative funds [3] - Ding Tai Gao Ke (301377) experienced a net inflow of 76 million from institutional investors, with a net outflow of 82 million from retail investors [3] - Teng Da Ke Ji (001379) had a significant net inflow of 111 million from institutional investors, while speculative funds saw a net outflow of 63 million [3]

Group 1 - The core point of the news is that Hanbell Precise Machinery Co., Ltd. experienced a stock price increase of 5.05%, reaching 25.78 CNY per share, with a trading volume of 345 million CNY and a turnover rate of 2.60%, resulting in a total market capitalization of 13.785 billion CNY [1] - Hanbell Precise Machinery, established on January 7, 1998, and listed on August 17, 2007, specializes in the research, development, production, sales, and after-sales service of screw compressors [1] - The company's main business revenue composition includes compressors (72.36%), vacuum products (18.57%), parts and maintenance (7.88%), and casting products (1.19%) [1] Group 2 - Among the top ten circulating shareholders of Hanbell Precise Machinery, a fund under Southern Fund has increased its holdings in the Southern CSI 1000 ETF (512100) by 368,800 shares in the second quarter, now holding 1.963 million shares, which accounts for 0.37% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 64.953 billion CNY, achieving a year-to-date return of 25.13% and a one-year return of 32.72% [2]

Group 1 - The core point of the article highlights that in the past 10 days (from September 18 to October 9), overseas institutions conducted research on 79 listed companies, with Yihua Da being the most focused, receiving attention from 42 overseas institutions [1][2] - A total of 436 companies were researched by institutions in the last 10 days, with securities companies conducting research on 386 companies, accounting for the majority, followed by fund companies with 291 companies [1][2] - The average stock price of companies researched by overseas institutions increased by 5.47% over the past 10 days, with Jiangbolong showing the highest increase of 62.29% [1][2] Group 2 - Jiangbolong (stock code: 301308) had 10 overseas institutions participating in its research, with a closing price of 186.20 yuan and a price increase of 62.29% [1] - Other notable companies include Demingli (stock code: 001309) with a price increase of 58.25%, and Deep Technology (stock code: 000021) with a price increase of 41.36% [1][2] - On the downside, 34 companies experienced stock price declines, with Dingtong Technology (stock code: 688668) showing the largest drop of 14.52% [1][3]

根据调研日期截止日统计，近10日（9月17日至9月30日），海外机构对68家上市公司进行调研，其中， 汉钟精机最受关注，被35家海外机构密集调研。 证券时报·数据宝统计显示，近10日共有459家公司获机构调研，调研机构类型显示，证券公司调研达 385家，占比最多；基金公司调研292家，位列其后；海外机构共对68家上市公司进行走访。 | 证券代码 | 证券简称 | 海外机构家数 | 最新收盘价（元） | 其间涨跌幅（%） | 行业 | | --- | --- | --- | --- | --- | --- | | 001309 | 德明利 | 1 | 204.69 | 63.10 | 电子 | | 688627 | 精智达 | 6 | 181.00 | 45.97 | 机械设备 | | 000021 | 深科技 | 1 | 27.87 | 27.03 | 电子 | | 300904 | 威力传动 | 2 | 84.19 | 21.38 | 电力设备 | | 688213 | 思特威 | 29 | 119.16 | 19.02 | 电子 | | 688352 | 颀中科技 | 1 | 14.46 | 18.72 ...

Group 1 - Hanbell Precise Machinery (SZ 002158) announced on September 29 that its seventh board meeting was held via telecommunication to discuss the proposal for the first extraordinary shareholders' meeting of 2025 [1] - For the first half of 2025, Hanbell's revenue composition shows that fluid machinery accounts for 98.81%, while the manufacturing sector accounts for 1.19% [1] - As of the report, Hanbell's market capitalization stands at 14 billion yuan [1] Group 2 - The competition between Nongfu Spring and Yibao has intensified, with Nongfu's green bottle launch leading to a significant decline in Yibao's market share, dropping nearly 5 percentage points [1]