证券代码：002595 证券简称：豪迈科技 公告编号：2024-020 山东豪迈机械科技股份有限公司 关于委托贷款提前收回的公告 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。 一、委托贷款基本情况 2023年8月24日，山东豪迈机械科技股份有限公司（以下简称"公司"）第五届董事会第 二十二次会议和第五届监事会第二十一次会议分别审议并通过了《关于对外提供委托贷款的议 案》，公司利用暂时闲置的自有资金，通过委托银行向高密市高兴水利建设工程有限公司提供 不超过0.50亿元人民币的委托贷款，到期日为2024年8月22日，贷款年利率为8.20%，利息按月 结算。详情请见2023年8月25日公司刊登于《中国证券报》《证券日报》《上海证券报》《证券 时报》及巨潮资讯网（www.cninfo.com.cn）的《关于对外提供委托贷款的公告》（公告编号： 2023-024）。 二、委托贷款收回情况 近日，公司已收到高密市高兴水利建设工程有限公司提前归还的委托贷款本金0.50亿元人 民币，相应利息同时结清，上述委托贷款事项完结。 至此，公司对外提供委托贷款的余额为4.00亿元， ...

| | 山东豪迈化学有限公司 高密豪迈餐饮服务有限公司 | 同一实际控制人 同一实际控制人 | 应收账款 应收账款 | 0.05 20.09 | -0.05 258.54 | 278.63 | | 业务往来 业务往来 | 经营性往来 经营性往来 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 大股东及其 附属企业 | | | | | | | | | | | | 高密和家物业管理有限公司 | 同一实际控制人 | 应收账款 | 0.55 | 1.38 | 1.93 | | 业务往来 | 经营性往来 | | | 豪迈油气设备（海南）有限公司 | 同一实际控制人 | 应收账款 | 0.06 | 0.03 | 0.09 | | 业务往来 | 经营性往来 | | | 山东豪迈意绘设计有限公司 | 同一实际控制人 | 应收账款 | 0.01 | 0.50 | 0.34 | 0.17 | 业务往来 | 经营性往来 | | | 山东豪迈职业培训学校有限公司 | 同一实际控制人 | 应收账款 | 0.45 | 29.11 | 5.69 | 23. ...

证券代码：002595 证券简称：豪迈科技 公告编号：2024-014 山东豪迈机械科技股份有限公司 第六届董事会第八次会议决议的公告 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。 山东豪迈机械科技股份有限公司（以下简称"公司"）第六届董事会第八次会议 通知已于2024年8月3日以电子邮件、微信等方式送达各位董事，会议于2024年8月15 日在公司会议室以现场结合通讯表决方式召开，会议应出席董事7人，实际出席7人。 全体高管及监事列席了会议。会议由公司董事长单既强先生主持，本次会议的召集、 召开符合《公司法》及《公司章程》的有关规定，会议合法有效。 经与会董事认真讨论，一致通过以下决议： 一、会议以 7 票同意、0 票反对、0 票弃权的表决结果审议通过《关于补选公司非独 立董事的议案》 经审核，董事会同意增补曹爱军先生、闫方清先生为公司非独立董事候选人，任 期自股东大会审议通过之日起至第六届董事会任期届满之日止。 《关于补选公司非独立董事的议案》尚需提交公司股东大会以累积投票制的方式 审议表决，补选完成后，公司第六届董事会中兼任公司高级管理人员以及由职工代 ...

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。 山东豪迈机械科技股份有限公司 关于召开2024年第二次临时股东大会的通知 证券代码：002595 证券简称：豪迈科技 公告编号：2024-022 根据山东豪迈机械科技股份有限公司（以下简称"公司"）第六届董事会第八次会议决议， 公司决定于 2024 年 9 月 4 日（周三）召开 2024 年第二次临时股东大会，现将有关事项通知如 下： 一、召开会议的基本情况 1. 股东大会届次：2024 年第二次临时股东大会 4. 会议召开的日期、时间： （1）现场会议时间：2024 年 9 月 4 日（周三）下午 14:30。 （2）网络投票时间：2024 年 9 月 4 日。 通过深圳证券交易所交易系统进行网络投票的时间为 2024 年 9 月 4 日上午 9:15—9:25、 9:30—11:30 和下午 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 2024 年 9 月 4 日上午 9:15 至下午 15:00 期间的任意时间。 5. 会议的召开方式：本次股东大会采用现场表决与网络投票相结合 ...

证券代码：002595 证券简称：豪迈科技 公告编号：2024-021 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。 山东豪迈机械科技股份有限公司 重要内容提示： 1. 委托贷款对象：高密市高兴水利建设工程有限公司（以下简称"高兴水利"） 7. 履行的审议程序：经山东豪迈机械科技股份有限公司（以下简称"公司"）2024年8月 15日召开的第六届董事会第八次会议和第六届监事会第八次会议分别审议通过。 关于对外提供委托贷款的公告 2. 委托贷款金额：不超过0.50亿元人民币 3. 委托贷款期限：不超过1年 4. 贷款及还款计划：本次委托贷款一笔发放，到期日为2025年8月14日。 5. 委托贷款利率：贷款年利率为8.30% 6. 担保方：高密华荣实业发展有限公司 （八）经营情况：截至2023年12月31日，高兴水利资产总额150,208.30万元，负债总额 98,626.55万元，净资产51,581.75万元；2023年度实现营业收入93,613.16万元，净利润6,160.15 万元。（以上数据经潍坊信达有限责任会计师事务所审计） 8. 风险提示：公司本次委 ...

Financial Performance - Revenue for the first half of 2024 reached 4.14 billion yuan, a 16.97% increase compared to the same period last year[13] - Net profit attributable to shareholders of the listed company was 960.13 million yuan, up 23.93% year-on-year[13] - Basic earnings per share (EPS) increased by 24.26% to 1.2109 yuan per share[13] - Total assets grew by 12.22% to 11.12 billion yuan compared to the end of the previous year[13] - Net cash flow from operating activities decreased by 41.83% to 342.78 million yuan[13] - Revenue for the first half of 2024 reached 4.138 billion yuan, a year-on-year increase of 16.97%[26] - Net profit attributable to shareholders of the listed company was 960 million yuan, a year-on-year increase of 23.93%[26] - Operating income increased by 16.97% to 4,137,652,679.43 yuan, with the automotive tire equipment industry contributing 56.95% of total revenue, up 19.68% year-over-year[35] - Net cash flow from operating activities decreased by 41.83% to 342,784,190.17 yuan, primarily due to increased purchases of goods and employee compensation[34] - Net cash flow from investing activities surged by 523.47% to 431,721,897.11 yuan, driven by an increase in matured structured deposits[34] - Net cash flow from financing activities turned positive at 58,278,722.12 yuan, a 115.55% increase, due to timing differences in dividend distributions[34] - Cash and cash equivalents increased by 601.49% to 843,418,267.19 yuan, mainly due to higher matured structured deposits and reduced dividend payments[34] - Total operating revenue for the first half of 2024 reached 4,137,652,679.43 yuan, a 17% increase compared to 3,537,385,207.87 yuan in the same period of 2023[123] - Net profit attributable to the parent company's shareholders in the first half of 2024 was 960,131,396.66 yuan, up 24% from 774,725,896.74 yuan in the first half of 2023[124] - R&D expenses increased to 198,276,072.58 yuan in the first half of 2024, a 19% rise from 166,139,845.83 yuan in the same period of 2023[123] - Basic earnings per share (EPS) for the first half of 2024 stood at 1.2109, compared to 0.9745 in the first half of 2023[124] - Total liabilities increased to 1,370,093,536.66 yuan as of June 2024, up from 1,116,052,122.86 yuan in June 2023[122] - Total owner's equity grew to 9,423,938,714.48 yuan in June 2024, a 12% increase from 8,451,151,849.32 yuan in June 2023[122] - Operating profit for the first half of 2024 reached 1,102,940,668.89 yuan, a 26% increase from 877,668,143.66 yuan in the same period of 2023[123] - Total comprehensive income for the first half of 2024 was 914,120,248.19 yuan, up 19% from 770,175,797.94 yuan in the first half of 2023[124] - Contract liabilities increased to 141,509,881.48 yuan in June 2024, up 48% from 95,313,997.37 yuan in June 2023[122] - Accounts payable rose to 413,498,883.16 yuan in June 2024, a 57% increase from 263,491,343.67 yuan in June 2023[122] - Net profit for the first half of 2024 reached RMB 958.69 million, a 29.3% increase compared to RMB 741.19 million in the same period last year[126] - Operating cash flow for the first half of 2024 was RMB 342.78 million, a 41.8% decrease from RMB 589.28 million in the same period last year[127] - Investment cash flow for the first half of 2024 was RMB 431.72 million, a significant improvement from a negative RMB 101.95 million in the same period last year[127] - Total comprehensive income for the first half of 2024 was RMB 927.51 million, a 28.5% increase compared to RMB 721.97 million in the same period last year[126] - Sales revenue from goods and services for the first half of 2024 was RMB 3.18 billion, an 8.4% increase compared to RMB 2.93 billion in the same period last year[126] - Cash and cash equivalents at the end of the first half of 2024 reached RMB 1.92 billion, a 159.2% increase from RMB 740.36 million at the end of the same period last year[128] - Credit impairment losses for the first half of 2024 were RMB 20.57 million, a significant improvement from a loss of RMB 9.53 million in the same period last year[126] - Fair value change losses for the first half of 2024 were RMB 82,565.23, a 98.1% improvement from a loss of RMB 4.27 million in the same period last year[126] - Cash received from investment returns for the first half of 2024 was RMB 27.34 million, a 42.4% increase compared to RMB 19.20 million in the same period last year[127] - Cash paid for employee compensation for the first half of 2024 was RMB 1.08 billion, a 23.1% increase compared to RMB 876.86 million in the same period last year[127] - Operating cash flow from sales of goods and services increased to 2.87 billion yuan in H1 2024, up from 2.68 billion yuan in H1 2023[129] - Net cash flow from operating activities decreased to 260.61 million yuan in H1 2024, down from 520.19 million yuan in H1 2023[129] - Net cash flow from investing activities improved significantly to 455.43 million yuan in H1 2024, compared to a negative 78.33 million yuan in H1 2023[129] - Total cash and cash equivalents at the end of H1 2024 reached 1.70 billion yuan, a substantial increase from 590.88 million yuan at the end of H1 2023[129] - The company's total owner's equity increased to 9.58 billion yuan at the end of H1 2024, up from 8.62 billion yuan at the end of H1 2023[130] - Comprehensive income for H1 2024 contributed 960.13 million yuan to owner's equity[130] - Capital reserves increased by 24.86 million yuan in H1 2024 due to equity incentives[130] - The company allocated 1.44 million yuan to special reserves in H1 2024[131] - Total assets under the owner's equity section grew by 961.28 million yuan in H1 2024[130] - Total owner's equity increased to 7,774,087,097.61 yuan, up by 430,643,478.78 yuan compared to the beginning of the period[133] - Comprehensive income for the period amounted to 769,824,681.74 yuan[132] - Capital reserve increased by 28,137,312.48 yuan due to share-based payments[132] - Inventory shares decreased by 70,017,102.00 yuan[132] - Profit distribution to owners (or shareholders) amounted to 299,117,223.00 yuan[133] - Special reserve increased by 1,464,693.36 yuan, with 4,909,256.94 yuan extracted and 3,444,563.58 yuan used during the period[133] - Parent company's owner's equity increased to 9,423,938,714.48 yuan, up by 972,786,865.16 yuan compared to the beginning of the period[135] - Comprehensive income for the parent company amounted to 927,511,436.66 yuan[134] - Capital reserve increased by 23,897,657.10 yuan due to share-based payments[134] - Inventory shares decreased by 20,859,390.00 yuan[134] - Total equity as of the end of the period is RMB 7,638,701,964.97, with a net increase of RMB 381,945,777.34 during the period[137] - Comprehensive income for the period is RMB 721,969,113.57, primarily driven by net profit contributions[137] - Capital reserve increased by RMB 28,137,312.48 due to equity incentives and other capital injections[137] - The company distributed RMB 299,117,223.00 to shareholders during the period[137] - Special reserve increased by RMB 973,676.29, with RMB 4,178,547.54 extracted and RMB 3,204,871.25 used during the period[137] Business Segments - Tire mold business revenue was 2.216 billion yuan, a year-on-year increase of 19.52%, with a gross margin of 41.59%, down 1.21 percentage points year-on-year[27] - Large mechanical parts business revenue was 1.465 billion yuan, a year-on-year increase of 2.65%, with a gross margin of 24.48%, up 4.36 percentage points year-on-year[29] - CNC machine tool business revenue was 207 million yuan, a year-on-year increase of 141.31%[30] - The company's tire mold business saw strong domestic sales growth and steady international sales growth, though overall gross margin slightly declined[27] - The company's large mechanical parts business benefited from improved product structure, lower raw material costs, and efficiency gains, leading to higher gross margins[29] - Domestic sales accounted for 55.87% of total revenue, growing by 20.13% year-over-year, while international sales grew by 13.20%[35] - The gross margin for the automotive tire equipment industry decreased by 1.38% to 40.84%, despite a 19.68% increase in revenue[37] - The gross margin for large mechanical parts improved by 4.36% to 24.48%, with revenue increasing by 2.65%[37] Innovation and R&D - The company has obtained over 290 invention patents and continues to innovate in energy-efficient molds and electric heating vulcanizers[31] - The company launched 4 new CNC machine tool products at the CCMT 2024 exhibition, including horizontal five-axis machining centers and composite machining centers[30] - R&D expenses increased to 198,276,072.58 yuan in the first half of 2024, a 19% rise from 166,139,845.83 yuan in the same period of 2023[123] - The company's CNC machine tool R&D team was awarded the "National Worker Pioneer" and represented the company at the Great Hall of the People to discuss advancing high-end CNC machine tool core technologies[81] Global Market Trends - Global gas turbine market size in 2023 was 25 billion USD, with China accounting for 29% of the total installed capacity at 12.6GW[18] - Global gas turbine market size is projected to reach 28.3 billion USD by 2026[18] - China contributed nearly 60% of global new wind power installations in 2023, and is expected to maintain this share in 2024[19] - Domestic wind power cumulative bidding in 2024 H1 reached 84.82GW, a 97.21% increase compared to 2023 H1[19] - Metal cutting machine tool production in 2024 H1 was 333,000 units, a 5.7% year-on-year increase[20] - Global machine tool market size in 2023 was approximately 52.72 billion USD, projected to reach 71.19 billion USD by 2030 with a CAGR of 4.9%[20] Environmental and Social Responsibility - The company adheres to environmental protection policies and standards, including the Environmental Protection Law and the Environmental Impact Assessment Law[61] - The company has obtained environmental and energy management system certifications, promoting green manufacturing and energy conservation[61] - The company follows strict environmental management practices throughout the project lifecycle, including design, construction, and operation phases[63] - The company holds two environmental permits for its industrial parks, valid until 2029[64] - The company complies with various environmental standards, including air, water, solid waste, and noise pollution regulations[62][63] - The company conducts regular environmental risk assessments and emergency drills to ensure compliance with environmental regulations[63] - The company actively discloses environmental information and pays environmental taxes as required by regulatory authorities[63] - Volatile organic compounds (VOCs) emissions were 18 tons, with an organized emission concentration of 10.65 mg/m³, and the annual emission was 121.91 tons, which did not exceed the standard[66] - Particulate matter emissions were 98 tons, with an organized emission concentration of 4.45 mg/m³, and the annual emission was 113.45 tons, which did not exceed the standard[66] - Nitrogen oxides emissions were 26 tons, with an organized emission concentration of 31.4 mg/m³, and the annual emission was 34.75 tons, which did not exceed the standard[66] - Sulfur dioxide emissions were 26 tons, with an organized emission concentration of 5 mg/m³, and the annual emission was 7.35 tons, which did not exceed the standard[66] - Chemical oxygen demand (COD) emissions were 13 tons, with an indirect emission concentration of 158 mg/L, and the annual emission was 107.37 tons, which did not exceed the standard[66] - Ammonia nitrogen emissions were 13 tons, with an indirect emission concentration of 3.5 mg/L, and the annual emission was 9.67 tons, which did not exceed the standard[66] - The company has 59 sets of bag filters, 123 sets of cartridge filters, and 67 sets of low-nitrogen combustion equipment for pollution control[69] - The company has established a comprehensive environmental management system and strictly follows the ISO 14001 environmental management system standards[67] - The company has developed an emergency response plan for environmental incidents, which was reviewed and filed in February 2022[70] - The company regularly invests in the construction and upgrading of environmental protection facilities to ensure compliance with emission standards[71] - The company has implemented energy-saving measures, including the use of new frequency conversion air compressors and pure electric forklifts, to reduce energy consumption[73] - The company has achieved ISO 14001 and ISO 50001 certifications for its environmental and energy management systems[79] - The company has conducted internal carbon audits for five consecutive years and is exploring carbon footprint calculation methods[80] - The company has a 100% resolution rate for customer feedback and ensures 100% confidentiality agreement signing rate for new key positions[78] - The company has been awarded the "Best Practice in Investor Relations Management (2023)" by the China Listed Companies Association[75] - The company has been recognized as a national green factory and a national clean production demonstration enterprise[79] - The company has established a comprehensive training system covering cultural concepts, professional skills, social responsibility, environmental safety, and intellectual property[76] - The company has maintained an "A" grade in the annual information disclosure assessment of Shenzhen Main Board listed companies for five consecutive years[75] - The company has implemented green manufacturing practices, including energy-saving equipment upgrades and water resource recycling[72] Corporate Governance and Shareholder Relations - The company plans to distribute a cash dividend of 0.5 yuan per 10 shares, based on 798.56 million shares after deducting repurchased shares[3] - The company announced a cash dividend of 3.75 yuan per 10 shares, totaling 299,459,550.00 yuan, with no stock dividends or capital reserve transfers[55] - The company has two employee stock ownership plans, with a total of 4,820,000 shares held by 2,600 employees in 2022 and 909,800 shares held by 1,900 employees in 2023[57] - The company's employee stock ownership plans are funded through employee salaries, self-raised funds, and other legally permitted sources[57] - The company recorded a cumulative amount of 93,483,362.73 yuan in capital reserves related to equity-settled share-based payments[58] - Equity-settled share-based payment expenses totaled 1,124,185.48 RMB[59] - The 2022 employee stock ownership plan has been completed and terminated as of the report date[59] - The 2023 employee stock ownership plan is still in the lock-up period with a duration of 36 months and a lock-up period of 24 months[59] - The company's directors, supervisors, and senior management have committed to transferring no more than 25% of their shares annually during their tenure and no more than 50% within 12 months after leaving[83] - The controlling shareholder, Zhang Gongyun, has pledged to avoid competing with the company and to transfer any benefits from such competition to the company[83] - The company reported no non-operational fund occupation by controlling shareholders or related parties during the reporting period[83] - The company had no illegal external guarantees during the reporting period[84] - The company's semi-annual financial report was not audited[85] - The company was involved in two lawsuits during the reporting period, both of which were in the execution stage and resulted in favorable judgments for the company[86] - The company and its controlling shareholders reported no penalties or rectifications during the reporting period[87] - The company's total related-party transactions for the reporting period amounted to RMB 79.35 million, with the largest transaction being the purchase of welding parts and processing fees from Shandong Haomai Machinery Manufacturing Co., Ltd., totaling RMB 29.84 million, accounting for 76.73% of similar transactions[89][90] - The company's sales to related parties reached RMB 34.61 million, primarily from the sale of castings to Shandong Haomai Machinery Manufacturing Co., Ltd., accounting for 40.59% of similar transactions[90] - The company's total approved transaction limit for related-party transactions is RMB 179.8 million, with no transactions exceeding the

[Table_Title] 广发机械"回归"系列三 豪迈科技：低调的实干家，第一曲线到第三曲线 [Table_Summary] 核心观点： ⚫ 公司是全球轮胎模具龙头，贡献稳定的业绩增长。公司起家于轮胎模 具设备，2002 年切入轮胎模具生产，并迅速成长为全球轮胎模具龙头， 是世界轮胎三强米其林、普利司通和固特异的合格供应商。由于轮胎模 具行业壁垒较高，同时胎企产能出海节奏加快，公司凭借客户资源和技 术优势有望持续扩大份额，2023 年公司模具业务收入 37.90 亿元，市 占率较高，显示了较强的竞争力。 ⚫ 向上游机械零部件延伸，涵盖燃气轮机、风电铸件业务。近年新能源兴 起，"调峰"需求使得燃气轮机迎来高景气度；风电领域 24-25 年将迎 来"十四五"收官之际，成长确定性高，对风电铸件的需求确定性高。 公司 23 年大型零部件机械收入 27.70 亿元，占比 38.65%，未来随着 公司在铸件产能的逐渐放量，预计公司在燃气轮机、风电领域有较强竞 争力，收入有望进一步增长，贡献成长空间。 ⚫ 积极推进数控机床国产化。公司早在成立之初就致力于机床装备的研 发生产以供应内部加工需求，积累了大量 Know-how ...

我们最近新覆盖的也是目前位置还算比较推荐的这么一家公司然后今天也是非常有幸给各位领导汇报一下我们对于航迈科技这么一个观点那么我先简单介绍一下我们整体对于航迈科技目前逻辑的一个梳理首先是从短期的一个逻辑上来看的话我们看到今年其实从年初以来整个航迈科技它上涨了大概有70%到80%那么上涨的主要原因我们判断还是它的主业轮胎模具业务的一个增长 那么这块的一个催化因素主要是在于轮胎的一个出海那么主要是为了应对这个双反的一个限制这些国内的轮胎厂纷纷出海建厂从而带动整个轮胎模具也随之出海带动它订单是十分饱满的那么市场目前其实也是比较关心这个轮胎模具这块业务就是看它的一个成长性包括持续性如何 那么这块呢我们后面也会着重而放在第一部分去讲就是从目前来看这个轮胎厂在海外建厂的这么一个持续性还能维持多久这个是我们认为对于航迈科技比较关键的一点那么另外一点就是说从中长期这个逻辑上来看呢我们认为它的逻辑主要是在以下几条首先第一是尽管就是整个轮胎工具行业可能它的成长性不会特别的一个高那么但 当然这个豪迈科技它作为整个轮胎行业的一个龙头我们认为它还是有一定的这个份额提升空间的那么这块我们后面也会着重去讲那么从新业务这个角度上来讲它的大型零 ...

证券代码：002595 证券简称：豪迈科技 山东豪迈机械科技股份有限公司 投资者关系活动记录表 编号：20240725 特定对象调研 □ 分析师会议 □ 媒体采访 □ 业绩说明会 投资者关系 □ 新闻发布会 □ 路演活动 活动类别 □ 现场参观 □ 其他 （电话会） 参与单位名称 博时基金 顾恒轩 陈牧涵 银河证券 鲁佩 王霞举 宁银理财 丁雨婷 及人员姓名 长江证券 屈奇 国投瑞银 汪越 兴全基金 李扬 中金资管 王思宇 时间 2024 年 7 月 24 日 地点 豪迈科技公司接待室 上市公司 接待人员姓名 证券事务代表 赵倩倩 一、基本情况 1. 2023 年度，公司利润增速高于收入增速的原因。 主要是得益于公司综合毛利率的提升，毛利率提升的因素主要有：产品结构优 化、原材料价格下降、汇率影响以及人员效率的持续提升等。报告期末，公司在职 员工总数 12529 人，比上年同期持续减少。 2. 公司海外工厂布局情况。 投资者关系 公司客户分布在世界各地，对公司就近建厂的预期和要求强烈，就近建厂可以 活动主要内容 为客户提供更便捷和更快速的服务。 介绍 多年以来，公司持续推进国际产能布局。公司已陆续在美国、泰国 ...

证券代码:002595 证券简称:豪迈科技 山东豪迈机械科技股份有限公司 投资者关系活动记录表 编号:20240718 特定对象调研 □ 分析师会议 □ 媒体采访 □ 业绩说明会 投资者关系 □ 新闻发布会 □ 路演活动 活动类别 □ 现场参观 其他 (电话会) 1. 特定对象调研 中泰证券 谢校辉 付禹璇 泰康资产 张厚喆 李帛洋 招银理财 朱贝贝 参与单位名称 三井住友德思资管 杨畅 浙江旌安投资 丁晨威 中信证券 周荣炎 及人员姓名 海通证券 刘绮雯 赵靖博 李维 德邦证券 何思源 2. 电话会 Ninety One 陈智芬 时间 2024 年 7 月 16 日;2024 年 7 月 17 日;2024 年 7 月 18 日 地点 豪迈科技公司接待室 上市公司 接待人员姓名 董事会秘书 李静 证券事务代表 赵倩倩 一、基本情况 1. 对模具业务未来的增速怎么看? 2023 年,公司轮胎模具业务同比增长 15%,是近些年来增速最高的一年,今 年以来订单需求也很好。目前的市场需求形势会继续持续一段时间,但不会长期持 投资者关系 续。长远来看,行业会回归到原来的增长水平。公司会持续不断地提升自身核心竞 活动主 ...