1月15日，豪迈科技盘中下跌2.04%，截至14:14，报82.14元/股，成交2.94亿元，换手率0.44%，总市值 657.12亿元。 资金流向方面，主力资金净流入426.26万元，特大单买入593.88万元，占比2.02%，卖出397.56万元，占 比1.35%；大单买入3980.26万元，占比13.53%，卖出3750.32万元，占比12.74%。 豪迈科技今年以来股价跌2.80%，近5个交易日涨1.00%，近20日跌1.00%，近60日涨45.38%。 资料显示，山东豪迈机械科技股份有限公司位于山东高密市密水科技工业园豪迈路1号，成立日期1995 年3月31日，上市日期2011年6月28日，公司主营业务涉及汽车子午线轮胎模具及轮胎制造设备的生产、 销售及相关技术开发。主营业务收入构成为：模具49.91%，大型零部件机械产品36.98%，数控机床 9.62%，其他3.49%。 豪迈科技所属申万行业为：机械设备-专用设备-其他专用设备。所属概念板块包括：轮胎、养老金概 念、工业母机、机械、风能等。 截至9月30日，豪迈科技股东户数1.81万，较上期增加9.88%；人均流通股43850股，较上期减少8.9 ...

晨会纪要（2026/01/15） 编辑人 主要指数多数上涨，两融余额继续上升——融资融券周报 行业研究 2025 年挖掘机销量为 23.53 万台，同比增长 17%——机械设备行业周报 证 券 研 究 报 告 崔健 022-28451618 SAC NO：S1150511010016 cuijian@bhzq.com 渤海证券研究所晨会纪要（2026.01.15） 金融工程研究 晨 会 纪 要 请务必阅读正文之后的声明 渤海证券股份有限公司具备证券投资咨询业务资格 1 of 5 晨会纪要（2026/01/15） 金融工程研究 主要指数多数上涨，两融余额继续上升——融资融券周报 王雪莹（证券分析师，SAC NO：S1150525020001） 1、市场概况 上周（1 月 7 日-1 月 13 日）A 股市场主要指数多数上涨，其中中证 500 涨幅最大，上涨了 4.21%；上证 50 跌幅最大，下跌了 0.82%。此外，上证综指上涨 1.35%，深证成指上涨 1.05%，创业板指上涨 0.08%，科创 50 上涨 2.82%，沪深 300 下跌 0.62%。 1 月 13 日，沪深两市两融余额为 26,738.8 ...

证券研究报告·行业研究·机械设备 燃气轮机专题报告： 行业高景气&供需错配，看好国产集成&零部件供应商优先受益 2 ◆ 在AIDC建设加速背景下，电力供需缺口持续放大，燃气轮机行业有望开启新一轮上行周期。①供需格局：需求 端快速释放，而供给受制于供应链约束及3–5年的交付周期显著滞后，2025年全球燃机意向订单已超80GW，实 际可交付产能不足50GW，供需缺口明确；②分功率产品优势：重型燃机具备大功率、长期稳定运行优势，中小 型燃机在灵活性与可靠性方面更具优势，均可适配AIDC用电需求，其中中小型燃机在数据中心场景下需求弹性 更强，相关机组订单增速显著；③区域分布：北美与中东形成双轮驱动格局，美国电力系统约束加剧推动新增 装机需求，中东则依托低气价优势与数据中心项目有望落地，燃机需求释放确定性较高。 ◆ 燃机市场替代空间大，看好国内设备商受益机会：AI数据中心建设带来大量用电需求，且对电力的可靠性、稳 定性提出较高要求。当前全球燃气轮机市场主要由美国西门子、GE、三菱重工、卡特彼勒（子公司索拉）等主 导，国产替代空间较大，建议关注国产品牌替代潜力：①杰瑞股份：公司已与西门子、贝克休斯、川崎签订合 作协议，具 ...

智通财经APP获悉，东吴证券发布研报称，在AIDC建设加速背景下，电力供需缺口持续放大，燃气轮 机行业有望开启新一轮上行周期。AI数据中心建设带来大量用电需求，且对电力的可靠性、稳定性提 出较高要求。燃机市场替代空间大，看好国内设备商受益机会。 投资建议 在需求爆发+供给受限+国产替代的格局下，燃气轮机行业推荐高额燃机订单持续落地【杰瑞股份】、 聚焦高技术壁垒透平叶片国产替代【应流股份】、燃机缸体与环类主力供应商【豪迈科技】、卡特彼勒 供应商【联德股份】。 风险提示 AI数据中心投资不及预期、国际贸易摩擦、国产替代不及预期。 在AIDC建设加速背景下，电力供需缺口持续放大，燃气轮机行业有望开启新一轮上行周期 ①供需格局：需求端快速释放，而供给受制于供应链约束及3–5年的交付周期显著滞后，2025年全球燃 机意向订单已超80GW，实际可交付产能不足50GW，供需缺口明确；②分功率产品优势：重型燃机具 备大功率、长期稳定运行优势，中小型燃机在灵活性与可靠性方面更具优势，均可适配AIDC用电需 求，其中中小型燃机在数据中心场景下需求弹性更强，相关机组订单增速显著；③区域分布：北美与中 东形成双轮驱动格局，美国电力系 ...

（文章来源：证券日报） 证券日报网讯 1月8日，豪迈科技发布公告称，公司2026年第一次临时股东会审议通过《关于2026年度 日常关联交易预计的议案》《关于向银行申请综合授信额度的议案》。 ...

Group 1 - Company沃尔核材 (002130) is a leading domestic high polymer nuclear radiation modified material enterprise, focusing on the research and supply of insulation and protection materials for fusion devices, with core products including radiation-resistant heat shrink tubing and high-temperature insulation sleeves [1][35] - The radiation-resistant heat shrink tubing is made from specially modified polymer materials, capable of withstanding strong radiation and high-temperature environments within fusion devices, used for insulating superconducting magnet coils and signal cables [1][35] - The high-temperature insulation sleeves developed by the company can withstand temperatures above 200℃, meeting the insulation needs of cables inside the fusion reactor vacuum chamber, and possess excellent corrosion resistance and aging resistance [1][35] Group 2 - Company宝胜股份 (600973) is a leading domestic wire and cable enterprise, focusing on the research and manufacturing of special cables for fusion devices, with core products including radiation-resistant low-smoke halogen-free cables and low-temperature superconducting cable accessories [2][36] - The radiation-resistant cables utilize cross-linked polyethylene insulation materials with added radiation stabilizers, capable of long-term stable operation in radiation doses of 10^6 Gy, already applied in the power distribution system of fusion experimental devices [2][36] - The company is also developing control cables specifically for fusion reactors, optimizing the cable shielding structure to enhance electromagnetic interference resistance, ensuring stable transmission of control signals [2][36] Group 3 - Company西部超导 (688122) is a leading domestic high-end titanium alloy and superconducting materials enterprise, focusing on the research of titanium alloy structural materials and superconducting strip substrates for superconducting magnets in fusion devices [3][37] - The high-strength and high-toughness titanium alloy produced by the company is a core material for the support frame of superconducting magnets, capable of withstanding the enormous electromagnetic forces generated during magnet excitation [3][37] - The company is also developing seamless titanium alloy pipes that are resistant to high pressure and corrosion, used for medium transmission in the cooling system of fusion reactors, becoming an important supplier in the nuclear fusion materials field [3][37] Group 4 - Company钢研高纳 (300034) is a leading domestic high-temperature alloy enterprise, focusing on the research of high-temperature alloy materials for core components of fusion reactors, with core products including nickel-based high-temperature alloys and refractory metal alloys [4][38] - The nickel-based high-temperature alloys developed by the company can withstand temperatures above 1200℃ and possess excellent radiation swelling resistance, suitable for components like the first wall and divertor in fusion reactors [4][38] - The company collaborates with research institutions to conduct research on surface coating technology for high-temperature alloys, enhancing the materials' high-temperature and corrosion resistance [4][38] Group 5 - Company中密控股 (300470) is a leading domestic mechanical sealing enterprise, focusing on the research and manufacturing of sealing components for fluid systems in fusion devices, with core products including high-temperature mechanical seals and vacuum seals [5][39] - The high-temperature mechanical seals can withstand high-temperature and high-pressure media in the cooling system of fusion reactors, with zero leakage sealing performance, already applied in the main circulation pump sealing system of fusion experimental devices [5][39] - The company is also developing dynamic sealing components for fusion devices, addressing sealing challenges for rotating components in fusion reactors [5][39] Group 6 - Company中泰股份 (300435) is a leading domestic deep cooling technology equipment enterprise, focusing on the research and manufacturing of low-temperature refrigeration systems for fusion devices, with core products including large liquid nitrogen refrigeration units and liquid helium temperature refrigeration equipment [6][40] - The large liquid nitrogen refrigeration units can provide a low-temperature cold source of -196℃, supporting the primary cooling of superconducting magnets [6][40] - The company is also developing integrated technology for low-temperature systems in fusion reactors, providing a comprehensive solution of "refrigeration equipment + low-temperature pipelines + insulation systems" [6][40] Group 7 - Company汉钟精机 (002158) is a leading domestic screw compressor enterprise, focusing on the research and manufacturing of vacuum pumps for the vacuum systems of fusion devices, with core products including dry screw vacuum pumps and Roots vacuum pumps [7][42] - The dry screw vacuum pumps can reduce the pressure in the vacuum chamber to 10^-5 Pa, featuring radiation resistance and low vibration, preventing oil vapor contamination in the vacuum environment [7][42] - The company is also optimizing the rotor structure design of vacuum pumps to enhance fatigue resistance and extend the service life in extreme environments of fusion devices [7][42] Group 8 - Company中科三环 (000970) is a leading domestic rare earth permanent magnet materials enterprise, focusing on the research of permanent magnet materials for the magnet systems of fusion devices, with core products including high-performance NdFeB permanent magnets [8][43] - The high coercivity NdFeB permanent magnets produced by the company have excellent magnetic performance and temperature stability, used in auxiliary magnet systems for fusion devices [8][43] - The company is also developing radiation-resistant NdFeB permanent magnets, optimizing the composition by adding niobium and dysprosium to reduce the impact of radiation on magnetic performance [8][43] Group 9 - Company安泰环境 (300179) is a leading domestic high-end environmental and energy chemical equipment enterprise, focusing on the research of gas purification and treatment systems for fusion devices, with core products including high-purity gas purifiers and waste gas treatment devices [9][44] - The gas purifiers can enhance the purity of deuterium-tritium gas to 99.9999%, removing impurities such as oxygen and moisture, ensuring efficient fusion reactions [9][44] - The company is also developing equipment for the recovery and reuse of deuterium-tritium gas, improving fuel utilization rates in fusion reactors [9][44] Group 10 - Company万华化学 (600309) is a leading domestic chemical new materials enterprise, focusing on the research and supply of high-performance polymer materials for fusion devices, with core products including radiation-resistant polyimide films and high-temperature fluoroplastics [10][45] - The radiation-resistant polyimide films have excellent insulation and radiation resistance, used for the insulation layer of superconducting magnets, preventing short circuits in magnet coils [10][45] - The company is also developing high-sealing, radiation-resistant silicone sealants for fusion devices, ensuring the sealing performance of various components [10][45] Group 11 - Company中核科技 (000777) is a leading domestic nuclear-grade valve enterprise, focusing on the research and manufacturing of special nuclear-grade valves for fusion devices, with core products including nuclear-grade shut-off valves, safety valves, and vacuum isolation valves [11][46] - The nuclear-grade shut-off valves are designed to withstand high temperatures, high pressures, and strong radiation, ensuring safe operation in fusion reactors [11][46] - The company is also developing vacuum isolation valves with a sealing vacuum degree of 10^-6 Pa, isolating the vacuum chamber of fusion reactors from external systems [11][46] Group 12 - Company海陆重工 (002255) is a leading domestic industrial furnace and nuclear power equipment enterprise, focusing on the research and manufacturing of heat treatment equipment for high-temperature components in fusion devices, with core products including vacuum heat treatment furnaces and high-temperature sintering furnaces [12][47] - The vacuum heat treatment furnaces can operate in a vacuum environment of 10^-3 Pa, enhancing the density and mechanical strength of components [12][47] - The company is also developing customized heat treatment solutions for fusion device components, optimizing their performance [12][47] Group 13 - Company盾安环境 (002011) is a leading domestic refrigeration and air conditioning equipment enterprise, focusing on the research and manufacturing of temperature control systems for fusion devices, with core products including high-precision constant temperature control systems and low-temperature cooling units [13][48] - The high-precision constant temperature control systems can maintain a temperature accuracy of ±0.1℃, ensuring stable operation of electronic devices in fusion reactors [13][48] - The company is also developing integrated temperature control systems for fusion devices, providing a comprehensive solution of "cooling equipment + temperature sensors + control systems" [13][48] Group 14 - Company抚顺特钢 (600399) is a leading domestic special steel enterprise, focusing on the research and supply of special alloy steels for fusion devices, with core products including martensitic stainless steel and precipitation-hardened stainless steel [14][49] - The martensitic stainless steel produced by the company has high strength and corrosion resistance, suitable for the shell manufacturing of vacuum chambers in fusion reactors [14][49] - The company is also conducting research on the radiation resistance of steel used in fusion devices, optimizing compositions by adding rare earth elements [14][49] Group 15 - Company东华科技 (002140) is a leading domestic engineering design and general contracting enterprise, focusing on the engineering design and system integration of fusion devices, providing full-chain services from process design to construction installation [15][50] - The company has participated in multiple engineering design projects for domestic fusion experimental devices, optimizing the layout design of vacuum chambers, cooling systems, and power systems [15][50] - The company is also developing technical reserves for the engineering design of commercial fusion power plants, supporting future construction [15][50]

北京德和衡律师事务所 关于山东豪迈机械科技股份有限公司 2026年第一次临时股东会的 法律意见书 德和衡证见意见（2026）第2号 中国·北京市朝阳区建国门外大街 2 号银泰中心 C 座 11、12 层 电话： (+86 10) 8540 7666 邮编：100022 www.deheheng.com 北 京 德 和 衡 律 师 事 务 所 B E I J I N G D H H L A W F I R M 北京德和衡律师事务所 关于山东豪迈机械科技股份有限公司 2026年第一次临时股东会的 法律意见书 德和衡证见意见（2026）第2号 致：山东豪迈机械科技股份有限公司 北京德和衡律师事务所（以下简称"本所"）接受山东豪迈机械科技股份有限公司（以下 简称"公司"或"贵公司"）的委托，指派本所律师出席贵公司 2026 年第一次临时股东会。 本所律师依据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人民共和国证 券法》（以下简称"《证券法》"）、《上市公司股东会规则》（以下简称"《股东会规则》"）、 《山东豪迈机械科技股份有限公司章程》（以下简称"《公司章程》"）及相关法律法规以及 规范性文件的规定， ...

证券代码：002595 证券简称：豪迈科技 公告编号：2026-001 山东豪迈机械科技股份有限公司 2026年第一次临时股东会决议的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或者重大遗漏。 特别提示： 一、会议召开和出席情况 （2）网络投票时间：通过深圳证券交易所交易系统进行网络投票的时间为2026年1月8日 上午9:15-9:25，9:30-11:30，13:00-15:00；通过深圳证券交易所互联网投票系统投票的时间为 2026年1月8日上午9:15至下午15:00期间的任意时间。 2. 会议地点：山东省高密市密水科技工业园豪迈路2069号，办公楼二楼会议室。 本次股东会出席现场会议的股东及委托代理人共7人，代表股份386,081,370股，占公司有 表决权股份总数的48.2602%。 （2）网络投票股东参与情况 通过网络投票参加本次股东会的股东共计221人，代表股份105,044,325股，占公司有表决 权股份总数的13.1305%。 合计参加本次股东会的股东人数为228人，代表股份491,125,695股，占公司有表决权股份 1 1. 本次股东会没有出 ...

Investment Rating - The report maintains a "Buy" rating for the equipment manufacturing industry, particularly highlighting investment opportunities in AI-driven sectors and computing infrastructure [2]. Core Insights - The equipment manufacturing industry in China is transitioning into a technology-driven phase, with AI and computing infrastructure being key areas for investment. The report emphasizes the growth potential of AI endpoint products and computing infrastructure investments [2]. - The report identifies three main drivers for the recovery of machinery equipment exports by 2026: the expected interest rate cuts by the Federal Reserve, strong infrastructure demand along the Belt and Road Initiative, and the rising demand for AI computing equipment [3]. Summary by Sections AI-Driven Growth - Investment opportunities are seen in AI endpoints such as humanoid robots, smart manufacturing, and various consumer AI products, which are expected to experience rapid growth. This will lead to increased demand for chips used in training, inference, and storage, initiating a new investment cycle in semiconductor equipment [2]. - The report also highlights the importance of computing infrastructure investments to support AI endpoints, recommending investments in cooling systems and energy solutions due to power shortages [2]. Export Recovery Drivers - The report outlines three key drivers for the expected recovery in machinery equipment exports by 2026: 1. Recovery in overseas demand due to anticipated interest rate cuts by the Federal Reserve, which will boost global industrial product demand [3]. 2. Strong infrastructure demand in countries along the Belt and Road Initiative, particularly in the Middle East, where domestic oil service equipment manufacturers are expected to benefit from high growth [3]. 3. Increased demand for equipment driven by AI computing needs, leading to growth in gas turbines and diesel generator sets, as well as PCB materials and testing equipment [3]. Company Profit Forecasts - The report provides profit forecasts for key recommended companies, all rated as "Buy," indicating a positive outlook for their performance in the coming years [5].

证券日报网讯 12月30日，豪迈科技在互动平台回答投资者提问时表示，豪迈科技和豪迈集团双方均具 有独立、完整的资产和业务，各自在不同的领域发展，双方管理层、业务机构凭借各自的竞争优势独立 寻求新业务的发展机会。 （编辑 楚丽君） ...