格隆汇9月3日丨汉钟精机(002158.SZ)在互动平台表示，公司真空产品主要应用于光伏、半导体、锂 电、医药、化工、电子等行业，不应用于液冷服务器。公司制冷压缩机可用于数据中心制冷环节。 ...

Market Overview - The Shanghai Composite Index closed at 3814.20 points, below the five-day moving average, with a decline of 1.14% [1] - The total trading volume of A-shares reached 1,878.28 billion yuan [1] Stocks Performance - A total of 139 A-shares broke through the five-day moving average today [1] - Stocks with significant deviation rates include: - Hailianxun (300277) with a deviation rate of 14.15%, closing up 20.03% [1] - Shoukai Co. (600376) with a deviation rate of 7.01%, closing up 9.85% [1] - Zhongchen Technology (603275) with a deviation rate of 6.97%, closing up 9.99% [1] - Other notable stocks with smaller deviation rates include: - Yunda Co. (300409) with a deviation rate of 6.32%, closing up 10.92% [1] - Hanzhong Precision (002158) with a deviation rate of 6.30%, closing up 10.00% [1] Detailed Stock Data - The following table summarizes the performance of selected stocks that broke through the five-day moving average: | Stock Code | Stock Name | Daily Change (%) | Turnover Rate (%) | Five-Day MA (yuan) | Latest Price (yuan) | Deviation Rate (%) | | --- | --- | --- | --- | --- | --- | --- | | 300277 | Hailianxun | 20.03 | 24.96 | 13.54 | 15.46 | 14.15 | | 600376 | Shoukai Co. | 9.85 | 6.33 | 2.71 | 2.90 | 7.01 | | 603275 | Zhongchen Technology | 9.99 | 10.43 | 50.42 | 53.94 | 6.97 | | 002067 | Jingxing Paper | 10.00 | 15.98 | 4.34 | 4.62 | 6.55 | | 300409 | Yunda Co. | 10.92 | 20.47 | 22.07 | 23.47 | 6.32 | | 002158 | Hanzhong Precision | 10.00 | 3.58 | 25.04 | 26.62 | 6.30 | | 688108 | Sainuo Medical | 9.10 | 11.70 | 33.29 | 35.13 | 5.54 | | 603283 | Saiteng Co. | 7.32 | 9.18 | 41.65 | 43.85 | 5.27 | | 300655 | Jingrui Materials | 7.83 | 14.56 | 12.30 | 12.94 | 5.24 | | 300905 | Baolidai | 9.29 | 12.54 | 32.92 | 34.57 | 5.02 | | 603992 | Songlin Technology | 6.80 | 1.51 | 29.63 | 31.10 | 4.98 | | 688717 | Ailuo Energy | 9.04 | 5.60 | 68.52 | 71.80 | 4.78 | | 002549 | Kaimeteqi | 8.68 | 17.83 | 16.53 | 17.28 | 4.52 | | 603367 | Chenxin Pharmaceutical | 10.02 | 5.75 | 25.75 | 26.90 | 4.45 | | 301491 | Hansang Technology | 6.43 | 26.20 | 66.30 | 69.07 | 4.18 | | 300303 | Jufei Optoelectronics | 5.04 | 10.31 | 6.84 | 7.08 | 3.48 | | 601869 | Changfei Optical Fiber | 10.00 | 5.24 | 88.00 | 91.06 | 3.47 | | 600699 | Junsheng Electric | 4.33 | 6.13 | 21.26 | 21.95 | 3.26 | | 002531 | Tienswind Energy | 5.37 | 2.16 | 6.86 | 7.07 | 3.03 | | 301182 | Kaiwang Technology | 6.37 | 9.05 | 38.56 | 39.73 | 3.02 [2]

数据显示，南方基金旗下1只基金位居汉钟精机十大流通股东。南方中证1000ETF（512100）二季度增 持36.88万股，持有股数196.3万股，占流通股的比例为0.37%。根据测算，今日浮盈赚取约475.05万元。 南方中证1000ETF（512100）成立日期2016年9月29日，最新规模649.53亿。今年以来收益24.03%，同 类排名1748/4222；近一年收益62.92%，同类排名1228/3783；成立以来收益9.76%。 南方中证1000ETF（512100）基金经理为崔蕾。 9月3日，汉钟精机涨10%，截至发稿，报26.62元/股，成交1.72亿元，换手率1.25%，总市值142.34亿 元。 资料显示，上海汉钟精机股份有限公司位于上海市金山区枫泾工业开发区亭枫公路8289号，成立日期 1998年1月7日，上市日期2007年8月17日，公司主营业务涉及从事螺杆式压缩机应用技术的研制开发、 生产销售及售后服务。主营业务收入构成为：压缩机(组)72.36%，真空产品18.57%，零件及维修 7.88%，铸件产品1.19%。 从汉钟精机十大流通股东角度 截至发稿，崔蕾累计任职时间6年302天，现 ...

Investment Rating - The report maintains a "Strong Buy" investment rating for the company [3]. Core Views - The company's performance is under short-term pressure, but opportunities arise from data center developments [7]. - The vacuum pump business is undergoing transformation, with growth in the compressor segment driven by data center construction [7]. - The company is diversifying its layout to mitigate cyclical fluctuations and enhance its technology reserves [7]. - The report anticipates a recovery in demand for photovoltaic vacuum pumps and identifies data centers as a key growth driver for future performance [7]. Financial Performance Summary - For H1 2025, the company reported revenue of 1.489 billion yuan, a year-on-year decrease of 18.86%, and a net profit attributable to shareholders of 257 million yuan, down 42.90% year-on-year [1]. - In Q2 2025, revenue was 882 million yuan, a year-on-year decline of 18.71%, but a quarter-on-quarter increase of 45.52% [1]. - The company expects revenues of 3.055 billion yuan in 2025, a decrease of 17% year-on-year, with net profit projected at 589 million yuan, down 32% [7]. Financial Data and Valuation - The company’s total revenue for 2023 is projected at 3.852 billion yuan, with a year-on-year growth of 18% [2]. - The projected PE ratios for 2025, 2026, and 2027 are 21.7, 20.1, and 18.3 respectively [2]. - The company’s return on equity (ROE) is reported at 15.6% [3]. Market Position and Shareholder Information - The total market capitalization of the company is 12.8 billion yuan, with a total share capital of 535 million shares [3]. - The major shareholder, HERMES EQUITIES CORP., holds a 32.7% stake in the company [3].

Group 1 - The company reported a steady performance in the first half of 2025, achieving operating revenue of 1.489 billion yuan and a net profit attributable to shareholders of 257 million yuan, with basic earnings per share of 0.4813 yuan [1] - The company maintained a technological leading advantage in the compressor product sector, with steady revenue growth in commercial central air conditioning compressors, refrigeration compressors, and heat pump compressors [1] - Significant market expansion was noted in the vacuum product sector, particularly in the photovoltaic and semiconductor industries, with a notable increase in revenue from semiconductor vacuum pumps due to successful domestic substitution [1] Group 2 - The company actively promotes its international strategy by establishing overseas subsidiaries and strengthening cooperation with internationally renowned enterprises, contributing positively to overall performance [2] - The company aims to adhere to its core values of "innovation, quality, and service," while increasing efforts in technological innovation and market expansion in response to industry trends and market demand [2] - With the development of the digital economy and global market expansion, the company is expected to encounter broader development opportunities [2]

Group 1 - The company did not distribute cash dividends or issue bonus shares during the reporting period [3] - The company’s controlling shareholder and actual controller did not change during the reporting period [5][6] - The company’s total assets as of June 30, 2025, were RMB 252.61 million, with a net asset of RMB 252.23 million [20] Group 2 - The company’s board of directors approved the 2025 semi-annual report and the increase of daily related transactions for 2025 [14][15] - The company plans to increase the expected daily related transactions for 2025, including sales to Century Corporation and Taiwan Dongyuan, from RMB 1,000 million to RMB 1,600 million each [18][19] - The company maintains a good cooperative relationship with related parties, ensuring the provision of qualified products and services [36]

Core Insights - Hanbell Precise Machinery reported a significant decline in revenue and net profit for the first half of 2025, indicating potential challenges in the company's financial performance [1] Financial Performance - The company achieved operating revenue of 1,488,837,616.11 yuan, representing a year-on-year decrease of 18.86% [1] - The net profit attributable to shareholders was 257,359,767.42 yuan, reflecting a year-on-year decline of 42.90% [1]

智通财经APP讯，汉钟精机(002158.SZ)发布2025年半年度报告，报告期内，公司实现营业收入14.89亿 元，同比下降18.86%。实现归属于上市公司股东的净利润2.57亿元，同比下降42.90%。实现归属于上市 公司股东的扣除非经常性损益的净利润2.48亿元，同比下降41.65%。基本每股收益0.4813元。 ...

每经头条（nbdtoutiao）——世界首例基因编辑猪肺成功移植人体 对话主要参与者：距离临床应用还有 多远？ 每经AI快讯，汉钟精机（SZ 002158，收盘价：24.98元）8月28日晚间发布公告称，公司第七届第七次 董事会会议于2025年8月28日以通讯表决方式召开。会议审议了《关于增加2025年度日常关联交易的议 案》等文件。 （记者 王可然） 2024年1至12月份，汉钟精机的营业收入构成为：流体机械占比98.92%，加工制造业占比1.08%。 截至发稿，汉钟精机市值为134亿元。 ...

公司法定代表人：余昱暄 主管会计工作负责人：邱玉英 会计机构负责人：顾丽萍 附件： 编制单位：上海汉钟精机股份有限公司 单位：万元 非经营性资金占用 资金占用方名称 占用方与上市公司 的关联关系 上市公司核算 的会计科目 2025年初占用 资金余额 2025年半年度占 用累计发生金额 (不含利息) 2025年半年度 占用资金 的利息(如有) 2025年半年度偿 还累计发生金额 2025年半年度末 占用资金余额 占用形成原因 占用性质 - 非经营性占用 - 非经营性占用 小计 — — — - - - - - - 非经营性占用 - 非经营性占用 小计 — — — - - - - - 其他关联方及其附属企业 - 非经营性占用 小计 — — — - - - - - 总计 — — — - - - - - 其他关联资金往来 资金往来方名称 往来方与上市公司 的关联关系 上市公司核算 的会计科目 2025年初往来 资金余额 2025年半年度往 来累计发生金额 (不含利息) 2025年半年度 往来资金 的利息(如有) 2025年半年度偿 还累计发生金额 2025年半年度末 往来资金余额 往来形成原因 往来性质(经营性往 来、 ...