Core Viewpoint - The explosion at a subsidiary of Haomai Technology's controlling shareholder has led to a significant drop in the company's stock price, raising concerns about safety and potential impacts on the chemical industry [2][3]. Company Summary - Haomai Technology's stock fell by 3.56% to close at 63.88 yuan, with a trading volume of 367 million yuan, a substantial increase from the previous day's 198 million yuan [2]. - The explosion occurred at Youdao Chemical Co., Ltd., a subsidiary of Haomai Group, which focuses on the development and production of pesticides and pharmaceutical intermediates [2]. - Youdao Chemical has an annual production capacity of 11,000 tons for a key pesticide ingredient, making it the largest producer globally [2]. Market Impact - Year-to-date, Haomai Technology's stock has increased by 19.86%, reaching a one-year high just before the incident [3]. - As of the end of Q1, Haomai Technology was among the top ten holdings in 71 funds, with a total of 61.08 million shares valued at 3.615 billion yuan [3]. - The incident has triggered a surge in the pesticide sector, with several stocks experiencing significant gains, indicating a potential shift in market dynamics [5]. Fund Holdings - The top ten funds holding Haomai Technology shares include various mixed funds, with the largest holding being 2.2169 million shares valued at approximately 1.3119 billion yuan [4]. - Four ETFs also hold shares in Haomai Technology, with the largest being Guotai Zhongzheng Machine Tool ETF, which reduced its holdings from 522,600 to 476,500 shares [5].

Group 1 - The explosion incident occurred at Shandong Youdao Chemical Co., which is primarily engaged in pesticide production, particularly chlorantraniliprole, which recently received EPA registration [1] - The chlorantraniliprole project has a total investment of 1 billion yuan, with an expected annual production capacity of 10,000 tons and an annual output value exceeding 5 billion yuan [1] - Shandong Youdao is a subsidiary of Haomai Group, which is recognized as a hidden champion in the industrial manufacturing sector, particularly in tire molds [2] Group 2 - Zhang Gongyun, the controlling shareholder of Haomai Group, holds 83% of the company's shares and has a background in mechanical engineering [2] - Haomai Group has total assets of 20 billion yuan and employs over 20,000 people, with a projected output value of 20.2 billion yuan in 2024 [2] - The company reported a 20% increase in output value last year, reaching over 5 billion yuan, and anticipates continued growth this year [3]

Group 1 - The explosion occurred at Shandong Youdao Chemical Co., Ltd. on May 27, 2023, at approximately 11:57 AM, and rescue efforts are currently underway [1] - Youdao Chemical is an indirect subsidiary of Haomai Group Co., Ltd., established in August 2019 with a registered capital of 1 billion yuan, located in Weifang, Shandong Province, covering over 700 acres [1] - The company employs over 300 staff, including 81 dedicated R&D personnel, with 54 holding master's degrees or higher [1] Group 2 - Youdao Chemical focuses on the development, production, and sales of pesticide, pharmaceutical, and related fine chemical intermediates, with key products including chlorantraniliprole, methoxyfenozide intermediates, and various pharmaceutical intermediates [1] - A nearby business owner reported seeing black smoke rising from the direction of Youdao Chemical during the explosion, although it was no longer visible by the time of the call [2] - Youdao Chemical is 97.375% owned by Shandong Haomai Chemical Co., Ltd., which is a wholly-owned subsidiary of Haomai Group [2]

Market Performance - On May 23, major market indices experienced fluctuations and closed lower, with A-shares trading volume reaching 1.18 trillion yuan, and over 1,100 stocks closing higher, including 52 stocks hitting the daily limit [1] - For the week, the Shanghai Composite Index fell by 0.57%, the ChiNext Index dropped by 0.88%, and the STAR Market 50 Index decreased by 1.47% [1] Individual Stock Performance - Over 1,600 stocks rose this week, with 22 stocks gaining over 30%. Notably, six stocks surged over 50%, with the largest increase being 99.96% for Sanofi [1][2] - Other significant gainers included Huibo Yuntong (301316) and Binhai Energy (000695), both of which saw weekly increases exceeding 60% [1][2] Sector Analysis - Among the stocks that rose over 30%, the pharmaceutical and biological sector had six representatives, followed by light industry manufacturing with three stocks [1] Historical Highs - On May 23, 17 stocks reached historical closing highs, with the pharmaceutical and biological, mechanical equipment, and automotive sectors showing a concentration of high performers [3][4] - The average increase for stocks reaching historical highs was 8.20%, with notable gainers including Xintiandi (301277) and Zhongzhou Special Materials (300963) [3] Institutional Activity - On May 23, ten stocks saw net purchases from institutions, with Yixin Tang (002727) leading at a net buy of 102 million yuan [5][6] - Conversely, institutions sold off stocks such as Hongchuang Holdings (002379) and Tianqimo (002510), each experiencing net sales exceeding 50 million yuan [5][6] Northbound Capital Flow - Northbound capital was present in nine stocks on the trading board, with net purchases in three stocks: Xue Ren Shares (002639), Huibo Yuntong, and Jinlongyu (002882) [7] - Yixin Tang faced the highest net sell-off from northbound capital, totaling 68.98 million yuan [7] Company Announcements - Zhongjin Gold (600489) plans to inject four companies, including Inner Mongolia Jintao, into the company to resolve competition issues [8] - Huakang Clean (301235) won a bid for a healthcare project with a contract value of 60.24 million yuan and a duration of 120 days [8] - Weier Shares (603501) intends to issue H-shares and list on the Hong Kong Stock Exchange [9] - Yunchongma (603130) plans to raise no more than 640 million yuan for a project to produce DTY silk and high-performance leather base fabric [9]

Group 1: Company Overview and Strategy - The company focuses on continuous R&D innovation to enhance product competitiveness and meet customer needs, aiming to increase market share [2] - The CNC machine tools launched in 2022 target the mid-to-high-end market, leveraging nearly 30 years of self-research experience [2] - The electric heating vulcanization machine has shown significant advantages in energy saving and environmental protection compared to traditional steam vulcanization machines [3] Group 2: Business Performance and Projections - Current business orders are robust, with expectations for sustained healthy development and good performance returns to investors [3] - The high-end casting project, with a capacity of 65,000 tons, is primarily for wind power components and is expected to start production around June 2025 [3] - The company anticipates a doubling of overall business output value for the vulcanization machine by 2025, indicating substantial market potential [5] Group 3: Market Demand and Trends - The market demand for wind power components is recovering in 2024 compared to the second half of 2023, while the gas turbine component demand remains strong [4] - The gas turbine market is expected to grow due to rising global electricity demand, with the company currently operating at full capacity [4] - Wind power product prices are volatile, while gas turbine product prices remain relatively stable [4] Group 4: International Expansion and Operations - The company has established subsidiaries in various countries, including the USA, Thailand, Hungary, India, Brazil, Vietnam, Mexico, and Cambodia, creating a comprehensive global production service system [5] - The company collaborates with numerous domestic and international enterprises for CNC systems and components [5] Group 5: Investor Relations and Future Plans - The company plans to optimize investor return mechanisms based on operational performance and shareholder demands [5] - There are currently no plans to inject related company businesses into the listed company, with any future developments to be disclosed as required [5]

证券代码：002595 证券简称：豪迈科技 公告编号：2025-016 山东豪迈机械科技股份有限公司 2024年年度股东大会决议的公告 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 通过深圳证券交易所交易系统进行网络投票的时间为2025年5月16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2025年5月16日上午9:15至下午15:00期 间的任意时间。 本次股东大会出席现场会议的股东及委托代理人共37人，代表股份357,513,751股，占公司 有表决权股份总数的44.7699%。 （2）网络投票股东参与情况 通过网络投票参加本次股东大会的股东共计203人，代表股份118,635,412股，占公司有表 1 1. 本次股东大会没有出现否决提案的情形。 2. 本次股东大会没有涉及变更以往股东大会已通过的决议。 1. 会议召开的时间： （1）现场会议时间：2025年5月16日（周五）下午14:30。 （2）网络投票时间：2025年5月16日。 2 ...

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 2024年年度股东大会的 法律意见书 德和衡证见意见（2025）第99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 2024年年度股东大会的 法律意见书 德和衡证见意见（2025）第99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 2024 年年度股东大会。本所 律师依据《中华人民共和国公司法》（以下简称"《公司法》"）《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，就本次股东大会的有关事宜出具本法律意见书。 本法律意见书仅就本次股东 ...

Core Viewpoint - The company, Haomai Technology, has shown strong financial performance in Q1 2025, with significant growth in revenue and net profit, indicating a robust business outlook and potential for further investment opportunities [19]. Group 1: Company Overview - Haomai Technology specializes in the production and sales of radial tire molds, large component casting, and precision machining, as well as machine tool equipment [19]. - The company reported a main revenue of 2.279 billion yuan in Q1 2025, a year-on-year increase of 29.06%, and a net profit of 520 million yuan, up 29.96% year-on-year [19]. Group 2: Business Segments - The tire mold business has seen continuous growth due to the company's competitive advantages, including ongoing R&D, advanced manufacturing technologies, and a strong focus on product quality [3]. - The machine tool business generated approximately 180 million yuan in revenue in Q1 2025, with a positive market performance and a busy production schedule [4]. Group 3: Future Prospects - The company anticipates a significant increase in the overall business value of its electric heating vulcanizing machine, with expectations for substantial market growth in the coming years [11]. - The high-end casting project, primarily focused on wind power components, is expected to gradually release production capacity starting in June 2025 [7]. Group 4: Market Position and Strategy - The company has established a comprehensive global production service system with subsidiaries in various countries, enhancing its international presence [13]. - The electric heating vulcanizing technology is gaining traction both domestically and internationally, indicating a promising development trajectory [11].

Group 1: Company Overview and Financial Performance - The company has a net asset exceeding 1.3 billion yuan and maintains sufficient cash flow, indicating financial stability [2] - In Q1 2025, the company's CNC machine tool products achieved approximately 180 million yuan in revenue, reflecting continuous growth in the machine tool business [3] - The company plans to optimize its investor return mechanism based on operational performance and shareholder demands [5] Group 2: Product Development and Market Position - The company emphasizes continuous innovation in mold manufacturing, utilizing advanced technologies such as laser engraving and 3D printing [3] - The tire mold business has seen consistent revenue growth due to self-research and rapid response to customer needs [3] - The electric heating vulcanization machine has significant advantages over traditional methods, with expectations for substantial market growth in 2025 [4] Group 3: Production Capacity and Future Outlook - The high-end casting project, with a capacity of 65,000 tons, is expected to begin production around June 2025, focusing on wind power components [4] - The global demand for gas turbines is anticipated to rise, with the company currently operating at full capacity [4] - The company has established a comprehensive global production service system with subsidiaries in various countries, including the USA, Thailand, and Hungary [5] Group 4: Market Strategy and Customer Engagement - The company actively engages in investor relations through online collective reception days and specific investor surveys [2] - The CNC machine tool products cater to various industries, including precision molds, automotive, and electronics, with a focus on customized services [5] - Currently, less than 10% of the company's direct exports are to the US market, indicating potential for growth in international sales [5]

证券代码：002595 证券简称：豪迈科技 公告编号：2025-015 山东豪迈机械科技股份有限公司 特此公告。 山东豪迈机械科技股份有限公司 董事会 二〇二五年五月十二日 关于参加2025年山东辖区上市公司投资者 网上集体接待日活动的公告 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。 为进一步加强与投资者的互动交流，山东豪迈机械科技股份有限公司（以下简称"公司"） 将参加由山东证监局、山东上市公司协会与深圳市全景网络有限公司联合举办的"2025年山东 辖区上市公司投资者网上集体接待日活动"，现将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站（http://rs.p5w.net）； 或关注微信公众号（名称：全景财经）；或下载全景路演APP,参与本次互动交流。活动时间为 2025年5月15日（周四）15:00-16:30。届时公司高管将在线就公司2024年度业绩、公司治理、发 展战略、经营状况、融资计划、股权激励和可持续发展等投资者关心的问题，与投资者进行沟 通与交流，欢迎广大投资者踊跃参与！ 1 ...