证券代码：002158 证券简称：汉钟精机 公告编号：2025-023 上海汉钟精机股份有限公司 股票交易异常波动公告 上海汉钟精机股份有限公司（以下简称"公司"或"本公司"）股票（证券简称：汉钟精机、 证券代码：002158）于 2025 年 8 月 15 日、8 月 18 日、8 月 19 日连续 3 个交易日收盘价 格涨幅偏离值累计超过 20%，根据《深圳证券交易所股票交易规则》的有关规定，属于股 票交易异常波动情况。 二、公司关注、核实的情况说明 股票交易异常波动公告 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、股票交易异常波动情况 针对公司股票交易异常波动，公司对有关事项进行了核查，现就有关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处。 2、公司未发现近期公共媒体报道了可能或已经对本公司股票交易价格产生较大影响 的未公开重大信息。 3、 公司近期经营情况正常，内外部经营环境未发生重大变化。 4、公司、控股股东及实际控制人不存在应披露而未披露的重大事项。 5、公司控股股东及实际控制人在本公司股票交易异常波动期间未买卖本公司股票 ...

证券之星消息，8月19日通用设备板块较上一交易日上涨0.63%，山科智能领涨。当日上证指数报收于 3727.29，下跌0.02%。深证成指报收于11821.63，下跌0.12%。通用设备板块个股涨跌见下表： 从资金流向上来看，当日通用设备板块主力资金净流出15.1亿元，游资资金净流出3.53亿元，散户资金净 流入18.62亿元。通用设备板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002046 | 国机精工 | 1.97 Z | 11.16% | -9067.93万 | -5.15% | -1.06 Z | -6.01% | | 301368 | 丰立智能 | 1.82 乙 | 11.50% | -9593.00万 | -6.05% | -8653.97万 | -5.46% | | 002158 汉钟精机 | | 1.38 Z 1 | 13.23% | -7642.02万 | -7.31 ...

每经AI快讯，8月19日，汉钟精机在互动平台表示，公司半导体真空泵已通过部分国内芯片制造商的认 可并开始批量供货，同时部分新客户和新工艺仍在配合测试验证中。此外，公司已与多家半导体设备企 业合作，逐步推动国产化进程，并在部分制程中实现小批量应用。离心式压缩机（包括普通离心和磁悬 浮离心）今年上半年的业绩有所增长，占整体业绩比重还较小。 ...

人民财讯8月19日电，汉钟精机（002158）8月19日在互动平台表示，公司半导体真空泵已通过部分国内 芯片制造商的认可并开始批量供货，同时部分新客户和新工艺仍在配合测试验证中。此外，公司已与多 家半导体设备企业合作，逐步推动国产化进程，并在部分制程中实现小批量应用。离心式压缩机(包括 普通离心和磁悬浮离心)今年上半年的业绩有所增长，占整体业绩比重还较小。 ...

Core Viewpoint - The company has successfully gained recognition from several domestic chip manufacturers for its semiconductor vacuum pumps and has begun bulk supply, while also collaborating with new clients and testing new processes [1] Group 1: Semiconductor Vacuum Pumps - The company’s semiconductor vacuum pumps have received approval from some domestic chip manufacturers and are now in bulk production [1] - New clients and new processes are still undergoing testing and validation [1] - The company is collaborating with multiple semiconductor equipment firms to promote the localization process [1] Group 2: Centrifugal Compressors - The performance of centrifugal compressors, including both standard and magnetic suspension types, has seen growth in the first half of this year [1] - Despite the growth, the contribution of centrifugal compressors to the overall performance remains relatively small [1]

格隆汇8月19日丨汉钟精机(002158.SZ)于投资者互动平台表示，公司半导体真空泵已通过部分国内芯片 制造商的认可并开始批量供货，同时部分新客户和新工艺仍在配合测试验证中。此外，公司已与多家半 导体设备企业合作，逐步推动国产化进程，并在部分制程中实现小批量应用。离心式压缩机(包括普通 离心和磁悬浮离心)今年上半年的业绩有所增长，占整体业绩比重还较小。 ...

Overview - The air compressor industry in China has reached a mature stage with diverse brands and models, showing close production capabilities and quality compared to international brands, while offering higher cost-performance advantages [1][16] - The production of air compressors in China is expected to reach 78.68 million units in 2024, with a demand of 61.15 million units and a market size of 66.31 billion yuan, averaging about 1,084.3 yuan per unit [1][16] Industry Development - The air compressor industry has evolved through three stages: prior to 1999, mainly piston compressors were used; post-2000, the rapid growth of screw compressors occurred; and after 2011, market competition intensified with many small manufacturers [6] - The industry has seen a shift from Original Equipment Manufacturer (OEM) to Original Design Manufacturer (ODM) and some companies are transitioning to Original Brand Manufacturer (OBM) [4] Industry Chain - The upstream of the air compressor industry includes suppliers of metals like steel and aluminum, and components such as motors and valves, which significantly impact manufacturing costs and performance [8][10] - The downstream demand is primarily driven by the machinery sector, accounting for 42.36% of the market, followed by chemical and petrochemical industries [12] Current Market Situation - The global air compressor market is projected to reach USD 31.936 billion in 2024, with a year-on-year growth of 4.0% [14] - The domestic market is characterized by intense competition, with many local companies focusing on low-end products, leading to price wars and reduced profit margins [20] Competitive Landscape - The competitive landscape is divided into three tiers: international renowned companies like Atlas Copco and Ingersoll Rand, strong domestic companies like Kaishan and Baos, and smaller firms lacking R&D capabilities [18][19] - Domestic companies are increasingly adopting service-oriented business models, providing comprehensive energy solutions and competing with international firms [19] Company Analysis - Kaishan Group is a leading player with a projected revenue of 4.235 billion yuan in 2024, focusing on screw compressors and expanding into high-tech products [22][24] - Shanghai Hanbell Precise Machinery Co., Ltd. is another key player, with a revenue of 3.674 billion yuan in 2024, specializing in screw compressors for industrial automation [26] Future Trends - The industry is moving towards energy-saving and low-emission products, with a growing market share for energy-efficient models like permanent magnet variable frequency screw compressors [28] - The integration of AI and IoT technologies is expected to enhance the functionality of air compressors, enabling real-time monitoring and predictive maintenance [28]

Market Overview - The market showed a collective strength today, with the Shanghai Composite Index reaching a nearly 10-year high. AI hardware stocks, including liquid cooling servers and CPOs, continued their strong performance, with multiple stocks hitting the daily limit. [1] - The total trading volume today was 2.81 trillion yuan, with over 4,000 stocks in the Shanghai, Shenzhen, and Beijing markets showing gains. [1] Hot Topics Liquid Cooling Servers - The liquid cooling sector remained hot, with stocks like Dayuan Pump Industry and Feilong Co. hitting consecutive daily limits. [4] - The liquid cooling segment saw a price increase of 6.69%, driven by OpenAI's announcement to double its computing power in the next five months. [5] - Major companies in the liquid cooling industry are actively engaging with overseas AI giants, indicating a potential breakthrough in performance for leading firms. [6] Film and Television - The film and television sector experienced a significant surge, with stocks like Jishi Media and Huace Film & TV hitting daily limits. [6] - Recent regulatory changes from the National Radio and Television Administration may ease restrictions on TV series production, potentially revitalizing the industry. [7][8] - The film industry is positioned at a turning point, with expectations for improved business models and accelerated project launches, which could enhance cash flow and advertising revenue. [8] Domestic Chips - The domestic chip sector remained active, with companies like Dahao Technology and Hanzhong Precision hitting daily limits. [9] - Recent announcements regarding asset acquisitions and funding for chip platforms indicate a strengthening of the domestic semiconductor supply chain. [10][11] - The semiconductor market is projected to grow significantly, with a forecasted market size of $346 billion by mid-2025, reflecting strong industry momentum. [11]

Group 1: Market Overview - A-share market experienced a broad rally on August 15, with significant gains in both thematic and heavyweight stocks, resulting in a noticeable profit effect [1][3] - The three major indices in A-shares closed higher, with the Shanghai Composite Index up 0.83%, Shenzhen Component Index up 1.60%, and ChiNext Index up 2.61%, while over 4600 stocks rose [3] Group 2: Photovoltaic Industry - The photovoltaic sector saw a surge, with over 20 related stocks hitting the daily limit or rising over 10%, driven by news of component shortages and price increases [3][4] - The price of photovoltaic modules has risen to 0.7 yuan/W, up from approximately 0.66 yuan/W at the end of June, attributed to upstream polysilicon price increases and limited production capacity of certain manufacturers [3][4] - The overall photovoltaic industry remains buoyant despite price pressures on downstream manufacturers, supported by strong market demand and favorable policies [4] Group 3: Robotics Industry - The robotics sector also experienced significant gains, with over 20 related stocks hitting the daily limit or rising over 10%, coinciding with the 2025 World Humanoid Robot Games held in Beijing [4][5] - The event showcased advancements in humanoid robotics, with 1.9 million units sold and over 2 billion yuan in sales during the conference, highlighting the industry's growth potential [5][6] Group 4: AI Industry - The AI sector saw a resurgence, with numerous stocks hitting the daily limit, particularly in liquid cooling servers, CPO, and computing power segments [8][9] - The high-tech manufacturing industry reported a 9.5% year-on-year increase in value added from January to July, with significant growth in electronic and communication equipment manufacturing [9][10] - The rapid growth of AI applications has led to a substantial increase in token consumption, reflecting the expanding scale of AI applications in China [9][10] Group 5: Market Trends and Projections - The liquid cooling market is projected to grow significantly, with estimates of $2.9 billion in 2023 and $3.6 billion in 2024, potentially reaching $4.5 billion by 2025 and $19.4 billion by 2032, indicating a CAGR of 23% from 2025 to 2032 [11] - The demand for PEEK materials in humanoid robots is expected to create a market space of 3 billion yuan by 2030, driven by the anticipated sales of 1 million humanoid robots [7]

Market Overview - On August 15, the A-share market experienced a broad rally, with both thematic and heavyweight stocks performing well, resulting in significant profit opportunities [1] - The three major indices all strengthened, with the Shanghai Composite Index rising by 0.83%, the Shenzhen Component Index by 1.60%, and the ChiNext Index by 2.61%, while over 4,600 stocks in the market increased [2] Solar Industry - The solar sector saw a surge in stock prices, with over 20 related stocks hitting the daily limit or rising over 10%, driven by news of component shortages and price increases [2] - The price of solar modules has reportedly reached 0.7 yuan/W, up from approximately 0.66 yuan/W at the end of June, due to supply constraints and rising costs of upstream polysilicon materials [2][3] - The overall solar industry remains buoyant despite some profit margin pressures on downstream manufacturers, supported by strong market demand and favorable policies [3] Robotics Industry - The robotics sector also experienced significant gains, with over 20 related stocks hitting the daily limit or rising over 10%, coinciding with the 2025 World Humanoid Robot Games held in Beijing [3][4] - The event showcased advancements in humanoid robotics, with notable sales of 19,000 robots and related products, generating over 200 million yuan in revenue [4] - The industry is at a critical juncture for technological breakthroughs and commercialization, with a focus on domestic core component production and scaling [5][6] AI Industry - The AI sector saw renewed activity, with numerous stocks hitting the daily limit, particularly in areas like liquid cooling servers and computing power [7] - From January to July, the value added of high-tech manufacturing increased by 9.5%, with significant growth in electronic and communication equipment manufacturing [7][8] - The rapid growth of AI applications has led to a substantial increase in data consumption, with daily token consumption rising from 1 trillion to over 30 trillion in just 18 months [7][8] - The demand for liquid cooling solutions is expected to grow significantly, with the global market projected to reach $4.5 billion by 2025, driven by increased capital expenditures from major domestic companies [9]