Investment Rating - The report maintains a "Buy" rating for the company [1] Core Insights - The company achieved a revenue of 5.265 billion yuan in H1 2025, representing a year-on-year increase of 27.25%, and a net profit attributable to shareholders of 1.197 billion yuan, up 24.65% year-on-year [2] - The core businesses are steadily developing, with significant growth in the CNC machine tool segment, which saw a revenue increase of 145.08% year-on-year [2][4] - The company is expanding its international presence in the tire mold business, with new factories in Thailand and Mexico enhancing its global service capabilities [4] Revenue and Profitability - The company's gross margin for H1 2025 was 34.48%, a decrease of 0.73 percentage points year-on-year, while the net profit margin was 22.73%, an increase of 0.51 percentage points year-on-year [3] - The tire mold business had a gross margin of 40.21%, down 1.00 percentage points, while the large component machinery products had a gross margin of 24.30%, up 0.22 percentage points [3] Business Segments - The tire mold business generated revenue of 2.628 billion yuan in H1 2025, with external sales growing faster than domestic sales [2] - The large component machinery products segment achieved revenue of 1.947 billion yuan, with full order books and production lines operating at full capacity [2] - The CNC machine tool business's revenue reached 506 million yuan, benefiting from brand operations and market expansion [2][4] Financial Forecasts - The report forecasts net profits attributable to shareholders for 2025, 2026, and 2027 to be 2.513 billion yuan, 3.048 billion yuan, and 3.634 billion yuan respectively, with corresponding dynamic P/E ratios of 20, 16, and 14 times [4]

Core Insights - The company, Haomai Technology (002595.SZ), reported a total operating revenue of 5.265 billion yuan for the first half of 2025, marking a year-on-year increase of 27.25% and ranking 6th among disclosed peers [1] - The net profit attributable to shareholders reached 1.197 billion yuan, up 24.65% year-on-year, ranking 2nd among peers [1] - The company achieved a net cash inflow from operating activities of 324 million yuan, ranking 10th among disclosed peers [1] Financial Metrics - The latest debt-to-asset ratio stands at 15.01%, ranking 8th among peers [3] - The gross profit margin is reported at 34.48%, with a quarter-on-quarter increase of 0.68 percentage points, ranking 22nd among peers [3] - Return on equity (ROE) is at 10.77%, an increase of 0.74 percentage points year-on-year, ranking 6th among peers [3] - The diluted earnings per share (EPS) is 1.50 yuan, up 23.91% year-on-year, ranking 2nd among peers [3] - The total asset turnover ratio is 0.43 times, an increase of 8.09% year-on-year, ranking 5th among peers [3] - The inventory turnover ratio is 1.34 times, ranking 31st among peers [3] Shareholder Structure - The number of shareholders is 16,500, with the top ten shareholders holding 519 million shares, accounting for 64.92% of the total share capital [3] - The largest shareholder is Zhang Gongyun, holding 30.2% of shares [3] - Other significant shareholders include Liu Shengjun (13.4%) and Liu Xia (6.72%) [3]

智通财经APP讯，豪迈科技(002595.SZ)发布2025年半年度报告，报告期内，公司实现营业收入52.65亿 元，同比增长27.25%。实现归属于上市公司股东的净利润11.97亿元，同比增长24.65%。实现归属于上 市公司股东的扣除非经常性损益的净利润11.61亿元，同比增长27.82%。基本每股收益1.5004元。 ...

Group 1 - The core point of the article is that Haomai Technology (SZ 002595) announced an increase in the expected amount of daily related transactions for 2025 during its board meeting held on August 25, 2025 [1] - For the first half of 2025, Haomai Technology's revenue composition is as follows: 51.99% from tire production equipment manufacturing, 36.98% from large gas turbine component processing, 9.62% from CNC machine tools, and 1.41% from other businesses [1] - As of the report, Haomai Technology has a market capitalization of 49.8 billion yuan [1] Group 2 - The pet industry is experiencing a significant boom, with a market size of 300 billion yuan, leading to rising stock prices for related listed companies [1]

山东豪迈机械科技股份有限公司 2025 年半年度财务报告 山东豪迈机械科技股份有限公司 HIMILE MECHANICAL SCIENCE AND TECHNOLOGY (SHANDONG) CO., LTD 二〇二五年半年度财务报告 二〇二五年八月 1 山东豪迈机械科技股份有限公司 2025 年半年度财务报告 一、审计报告 半年度报告是否经过审计 □是 否 公司半年度财务报告未经审计。 二、财务报表 财务附注中报表的单位为：元 1、合并资产负债表 编制单位：山东豪迈机械科技股份有限公司 2025 年 06 月 30 日 单位：元 | 项目 | 期末余额 | 期初余额 | | --- | --- | --- | | 流动资产： | | | | 货币资金 | 1,281,143,945.93 | 1,250,688,878.34 | | 结算备付金 | | | | 拆出资金 | | | | 交易性金融资产 | 450,000,000.00 | 250,000,000.00 | | 衍生金融资产 | | | | 应收票据 | 402,980,334.58 | 430,557,663.06 | | 应收账款 | 3 ...

证券代码：002595 证券简称：豪迈科技 公告编号：2025-025 本年度经董事会审议通过的关联交易预计额度累计为 8,200 万元，审批额占最近一期经 审计净资产的比例约为 0.83%，根据《深圳证券交易所股票上市规则》及公司章程等的规定， 无需提请公司股东大会审议。 （二）本次调整的 2025 年度日常关联交易类别和金额 单位：人民币万元 1 | 关联交易类 | 关联人 | 关联交易 | 关联交易 | 调整前预 | 调整后预 | 本年年初至 | 月 6 | 年发 2024 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 别 | | 内容 | 定价原则 | 计金额 | 计金额 | 30 | 日发生金额 | 生金额 | | 接受关联人 提供的劳务 | 山东豪迈机械制 造有限公司 | 加工费等 | 市场定价 | 47,000.00 | 52,000.00 | | 26,257.17 | 35,310.89 | | 小计 | ― | ― | ― | 47,000.00 | 52,000.00 | | 26,257.17 | 35,310. ...

证券代码：002595 证券简称：豪迈科技 公告编号：2025-026 山东豪迈机械科技股份有限公司 关于济南豪迈动力股权投资基金合伙企业（有限合伙） 延长存续期限的公告 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、概述 豪迈动力基金目前因部分项目仍未完成退出，在全面考虑合伙人利益的情况下，同时综合 所持标的企业股份的退出进度，全体合伙人于2025年8月26日一致决定：同意延长豪迈动力基 金的存续期限至2026年9月6日（即存续期限由10年延长至11年），并签署合伙企业相关文件。 根据相关法律法规及《公司章程》等有关规定，本次豪迈动力基金存续期限延长事项无需 提交公司董事会审议。 三、对公司的影响 山东豪迈机械科技股份有限公司（以下简称"公司"）于2015年7月28日召开第三届董事 会第七次会议和第三届监事会第五次会议，以及于2015年8月14日召开2015年第一次临时股东 大会，分别审议通过了《关于投资设立有限合伙企业暨关联交易的议案》，同意公司使用自有 资金3亿元与豪迈资本管理有限公司共同发起设立济南豪迈动力股权投资基金合伙企业（有限 合伙）（以 ...

2025 年半年度非经营性资金占用及其他关联资金往来情况汇总表 | 非经营性资金 占用 | 资金占用方名称 | 占用方与上市公 | 上市公司核算 | 2025 年期初占 | 2025 | 半年度占用累计发 | 2025 半年度占用资 | 2025 半年度偿还 | 2025 半年度期末 | 占用形成 | 占用性质 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 司的关联关系 | 的会计科目 | 用资金余额 | | 生金额（不含利息） | 金的利息(如有） | 累计发生金额 | 占用资金余额 | 原因 | | | 控股股东、实 | | | | | | | | | | | | | 际控制人及其 | | | | | | | | | | | | | 附属企业 | | | | | | | | | | | | | 小计 | | | | | | | | | | | | | 前控股股东、 | | | | | | | | | | | | | 实际控制人及 其附属企业 | | | | | | | | | | | | ...

格隆汇8月26日丨豪迈科技(002595.SZ)公布2025年半年度报告，上半年公司实现营业收入52.65亿元，同 比增长27.25%；归属于上市公司股东的净利润11.97亿元，同比增长24.65%；归属于上市公司股东的扣 除非经常性损益的净利润11.61亿元，同比增长27.82%；基本每股收益1.5004元。 ...

证券代码：002595 证券简称：豪迈科技 公告编号：2025-023 山东豪迈机械科技股份有限公司 第六届监事会第十六次会议决议的公告 本公司及监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"）第六届监事会第十六次会议 通知已于2025年8月14日以电子邮件、微信等方式送达各位监事，会议于2025年8月25 日在公司会议室以现场表决方式召开，会议应出席监事3人，实际出席监事3人。会议 由公司监事会主席唐立星先生主持，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。 经与会监事认真讨论，一致通过以下决议： 一、会议以3票同意、0票反对、0票弃权的表决结果审议通过《2025年半年度报告》 及《2025年半年度报告摘要》 特此公告。 1 山东豪迈机械科技股份有限公司 监事会 二〇二五年八月二十五日 2 监事会认为：董事会编制和审核山东豪迈机械科技股份有限公司2025年半年度报 告及摘要的程序符合法律、行政法规和中国证监会的规定，报告内容真实、准确、完 整地反映了公司的实际情况，不存在任何虚假记载、 ...