格隆汇2月13日｜汉钟精机公告，2025年度营业总收入29.28亿元，同比下降20.32%。净利润4.7亿元， 同比下降45.54%。主要系营业收入下降及毛利率下滑所致。此外，受台币兑美元汇率波动的影响，公 司产生相应汇兑损失，进而影响2025年度整体盈利表现。 ...

Core Viewpoint - Hanzhong Precision Machinery (002158.SZ) stock price increased by 3.49% to 27.60 yuan, driven by market sentiment recovery, capital inflow, institutional holdings, and industry growth expectations [1] Group 1: Stock Performance - The A-share market showed a broad upward trend, indicating a clear recovery in market sentiment. Hanzhong Precision Machinery's stock has seen multiple consecutive days of increase, with a significant cumulative rise attracting capital attention [2] - On the day of the report, the stock experienced a net inflow of 4.0548 million yuan from major funds, indicating a certain level of capital momentum [2] Group 2: Institutional Holdings - Several public funds are among the top ten circulating shareholders of Hanzhong Precision Machinery, including Southern CSI 1000 ETF, Penghua Innovation Growth Mixed A, and products under Morgan Stanley Fund, holding a considerable number of shares. The significant floating profits from these institutional holdings during the stock's continuous rise may have enhanced market attention [3] Group 3: Industry Policy Status - Although the company's Q3 2025 report indicates short-term pressure on performance due to a decline in demand for photovoltaic vacuum pumps, institutional research reports suggest growth potential in the semiconductor vacuum pump domestic substitution and data center (AIDC) refrigeration compressor sectors. The growth in AI-driven computing power demand is expected to promote the development of liquid cooling technology in data centers, benefiting the company's related product lines [4]

每经AI快讯，汉钟精机发布公告称，2026年1月21日至2月5日期间，汉钟精机接受永赢基金等投资者调 研，公司董事会秘书、证券事务代表、投资者关系员参与接待，并回答了投资者提出的问题。 每经头条（nbdtoutiao）——男子街头逃亡、剑客山间打斗……电影级中国视频大模型被称"地表最 强"，几十个提示字生成15秒视频可商业交付，影视股大涨！记者亲测 （记者 王晓波） ...

编号：2026-2-001 证券代码：002158 证券简称：汉钟精机 上海汉钟精机股份有限公司投资者关系活动记录表 | 投资者关系 | □特定对象调研 □分析师会议 □媒体采访 □业绩说明会 | | --- | --- | | 活动类别 | □新闻发布会 □路演活动 ☑现场参观 ☑其他：策略会、线上 | | 活动参与人员 | 中信建投、永赢基金、野村东方、东证自营、淡水泉、平安资产、华夏 | | | 基金、太平洋资产、一瓢资本、交银施罗德基金、浙江纳轩私募、陕煤 | | | 胜帮投资、PINPOINT ASSET、东方红资管、上海摩旗投资、浦银安盛基 | | | 金、浙商证券自营、健顺投资、银河基金、沃珑港资本、联通光谷江控 | | | 基金 、建信基金、幸福人寿、拾贝投资、中国太平资产、鑫元基金、远 | | | 信投资、惠升基金、jefferies、Hel Ved Capital、WFM、TD Asset、华 | | | 泰证券、中金公司、KIO、华福证券、太平养老、利位投资、博道基金、 | | | 国泰海通资管、西部利得、财通证券 | | 时间 | 2026 年 1 月 21 日—2 月 5 日 | | ...

Core Insights - The report introduces a "Five-Dimensional Industry Comparison Framework" that integrates multiple factors affecting stock price performance, emphasizing the need for a comprehensive analysis rather than relying on a single indicator [3][9] - Historical backtesting from 2016 to February 2025 shows that industries with higher scores in this framework tend to perform better, with annualized returns for the top scoring group at 11.8% compared to -10.5% for the lowest scoring group [21][23] - The report suggests a focus on growth sectors for February, particularly in high valuation industries such as electronics, power equipment, machinery, non-ferrous metals, communications, and computers [3][34] Five-Dimensional Industry Comparison Framework - The framework consists of five dimensions: market style, fundamentals, liquidity, trading, and valuation, with subjective judgments applied to market style, liquidity, and valuation [9][12] - The scoring process involves adjusting weights based on market conditions, with equal weighting during non-earnings seasons and increased emphasis on fundamentals during earnings seasons [8][30] February Market Outlook - The report anticipates a growth-oriented market style for February, with expectations of net inflows from public funds and a focus on high valuation sectors [3][34] - Key industries identified for investment include electronics, power equipment, machinery, non-ferrous metals, communications, and computers, which are expected to benefit from favorable market conditions [34][35] Industry Recommendations - **Electronics and Communications**: Companies like Zhongji Xuchuang and ShenNan Circuit are highlighted for their strong positions in AI-related markets and expected growth in demand for high-end products [36] - **Power Equipment**: Firms such as Shenghong Co. and Yangguang Electric are recommended due to their potential benefits from overseas storage and AI power sectors [40] - **High-End Manufacturing**: Companies like Anpeilong and Jingjin Equipment are noted for their advancements in robotics and AI applications, with significant growth potential [42] - **Non-Ferrous Metals**: Companies like Zijin Mining and Luoyang Molybdenum are expected to benefit from rising copper prices and strategic stockpiling initiatives [46][47] - **Computers**: Firms such as Hikvision and Kingsoft are recognized for their strong AI capabilities and market positioning, with expectations for sustained growth [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：002158 证券简称：汉钟精机 公告编号：2026-002 上海汉钟精机股份有限公司 关于子公司安徽汉扬通过高新技术 企业认定的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 一、基本情况 上海汉钟精机股份有限公司（以下简称"公司"）全资子公司安徽汉扬精密机械有限公司（以下简称"安 徽汉扬"）于近日收到安徽省工业和信息化厅、安徽省财政厅、国家税务总局安徽省税务局联合颁发的 《高新技术企业证书》，证书编号为GR202534003638，发证日期为2025年10月28日，有效期三年。 二、 通过高新技术企业认定对公司的影响 本次系安徽汉扬首次被认定为高新技术企业。根据《中华人民共和国企业所得税法》以及国家对高新技 术企业的相关税收规定，安徽汉扬自通过本次高新技术企业认定当年起连续三年（即2025年至2027 年），可享受国家关于高新技术企业的税收优惠政策，即按15%的税率缴纳企业所得税。 本次安徽汉扬通过高新技术企业认定，预计将会对其经营发展产生积极影响，但不会影响公司2025年度 经营业绩。 安 ...

证券日报网讯 2月4日，汉钟精机发布公告称，公司全资子公司安徽汉扬精密机械有限公司首次被安徽 省工业和信息化厅、安徽省财政厅、国家税务总局安徽省税务局联合认定为高新技术企业，自2025年起 连续三年按15%税率缴纳企业所得税。 （文章来源：证券日报） ...

Core Viewpoint - Hanbell Precise Machinery Co., Ltd. has received the "High-tech Enterprise Certificate" from the Anhui Provincial Department of Industry and Information Technology, the Anhui Provincial Department of Finance, and the State Taxation Administration of Anhui Province, which is valid for three years [1] Group 1 - The certificate number is GR202534003638, and it was issued on October 28, 2025 [1]

关于子公司安徽汉扬通过高新技术企业认定的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 关于子公司安徽汉扬通过高新技术企业认定的公告 证券代码：002158 证券简称：汉钟精机 公告编号：2026-002 上海汉钟精机股份有限公司 本次安徽汉扬通过高新技术企业认定，预计将会对其经营发展产生积极影响，但不会影 响公司 2025 年度经营业绩。 三、备查文件 安徽汉扬《高新技术企业证书》（证书编号：GR202534003638） 特此公告。 上海汉钟精机股份有限公司 董 事 会 二〇二六年二月四日 1 一、基本情况 上海汉钟精机股份有限公司（以下简称"公司"）全资子公司安徽汉扬精密机械有限公 司（以下简称"安徽汉扬"）于近日收到安徽省工业和信息化厅、安徽省财政厅、国家税务 总局安徽省税务局联合颁发的《高新技术企业证书》，证书编号为 GR202534003638，发证日 期为 2025 年 10 月 28 日，有效期三年。 二、通过高新技术企业认定对公司的影响 本次系安徽汉扬首次被认定为高新技术企业。根据《中华人民共和国企业所得税法》以 及国家对高新技术企业的 ...

Core Insights - The report highlights the ongoing development of U.S.-China relations, with President Trump planning a visit to China in April, which is seen as beneficial for both nations [2] - The People's Bank of China is actively engaging with global financial leaders, indicating a focus on macroeconomic policies and trade relations [2] - The Chinese government is prioritizing the service sector in 2026, aiming to expand market access and promote digital trade [2] - The State-owned Assets Supervision and Administration Commission is working on initiatives to optimize the layout of state-owned enterprises, with significant investment planned for R&D and asset growth [2] - The report emphasizes the importance of the photovoltaic industry and the need for regulatory measures to ensure healthy competition [2] Company Insights - TikTok has established a joint venture in the U.S. for data security, indicating a strategic move to enhance its operational transparency [5] - China National Petroleum Corporation has achieved large-scale production of high-end materials, reducing reliance on imports for strategic industries [5] - SpaceX is preparing for a significant IPO, aiming for a valuation of approximately $1.5 trillion, which reflects its growth potential in the commercial space sector [5] - China Aerospace Science and Technology Corporation is focusing on enhancing its commercial launch capabilities, with ambitious goals for the next decade [5] Banking Sector Insights - The report indicates a slight increase in the proportion of active funds in the banking sector, with a total market value of 1.61 trillion yuan allocated to A-shares [6] - The concentration of holdings among the top five banks has decreased, with notable fluctuations in individual bank positions [7] - Northbound capital has seen a net reduction in bank stocks, with significant decreases in holdings for certain banks [8] - The banking sector is expected to benefit from macroeconomic policies aimed at improving credit conditions and stabilizing net interest margins [8][9]