Group 1 - The company, Haomai Technology, has initiated the use of its 65,000 tons casting expansion project, which is now gradually being put into operation [2] - A new registration for 70,000 tons of casting capacity has been established, with specific construction and production plans dependent on market conditions, order changes, and industry development [2]

Group 1 - The core viewpoint of the article highlights the volatility in the wind power market over recent years, with wind power product prices being more market-driven [2] - In contrast, the prices of gas turbine products have remained relatively stable [2]

Group 1 - The core viewpoint of the article is that Haomai Technology has provided insights into the cost structure of its tire mold business and other mechanical products, highlighting the proportion of raw materials in their overall costs [2] Group 2 - In 2024, the proportion of raw materials in the tire mold business is approximately one-third, which is relatively low compared to other segments [2] - The raw material cost proportion is significantly higher in large component machinery products and machine tools, with raw materials accounting for about 50% of the cost in large component machinery [2] - The main raw materials for tire molds include forged steel and aluminum ingots, while large component machinery products primarily use pig iron and scrap steel [2]

Group 1 - The core viewpoint of the article is that Haomai Technology has provided insights into its CNC machine tool business, highlighting the production of key components such as machine beds and functional parts like cradle turntables [2] Group 2 - The company focuses on self-manufactured parts within its CNC machine tool operations, indicating a commitment to in-house production capabilities [2]

Core Viewpoint - The company, Haomai Technology, reports a strong order backlog for its large component machinery products, with production lines operating at full capacity. The wind power and gas turbine component businesses are expected to see good growth in the first half of 2025, although future business development may be influenced by market changes, supply-demand relationships, and policy dynamics [1]. Group 1 - The company has a full order backlog for large component machinery products [1] - Production lines are operating at full capacity [1] - The wind power and gas turbine component businesses are projected to achieve good growth in the first half of 2025 [1] Group 2 - Future business growth may be affected by multiple factors including market changes, supply-demand dynamics, and policy developments [1]

Group 1 - The company, Haomai Technology, primarily deals with foreign currencies such as USD, EUR, and JPY [1] - The company engages in hedging activities to mitigate foreign exchange market risks and prevent adverse effects from significant exchange rate fluctuations [1] - The company strategically conducts foreign exchange hedging operations as needed [1]

Core Viewpoint - Haomai Technology is actively expanding its international production capacity in the tire mold business, with a focus on enhancing overseas operations and maintaining strong order volumes in its large component machinery products [1][2]. Group 1: Company Performance - Haomai Technology's stock price is reported at 84.64 yuan, reflecting an increase of 2.32 yuan or 2.82% from the previous trading day, with a total market capitalization of 67.712 billion yuan [1]. - The company has achieved approximately 800 million yuan in revenue from its CNC machine tool products from January to September 2025, indicating a rise in customer orders and purchasing volume [2]. - As of September 30, 2025, Haomai Technology has 18,120 shareholders, an increase of 1,629 from the previous count, with an average holding value of 3.7369 million yuan per shareholder [2]. Group 2: Industry Position - The rolling price-to-earnings ratio for the specialized equipment industry averages 92.72 times, with a median of 64.25 times, while Haomai Technology's P/E ratio stands at 28.42 times, ranking 28th in the industry [1]. - The company has established subsidiaries in various countries, including the United States, Thailand, Hungary, India, Brazil, Vietnam, Mexico, and Cambodia, with overseas production capacity accounting for approximately 10% of its mold production [1]. Group 3: Business Operations - The company is experiencing full order volumes in its large component machinery products, with production lines operating at full capacity, and has seen good growth in its wind power and gas turbine component businesses in the first half of 2025 [1]. - The company has initiated the use of its 65,000-ton casting expansion project and has newly registered 70,000 tons of casting capacity, with raw materials constituting about 50% of the cost in large component machinery products [1].

Group 1 - The company Haomai Technology announced that it will accept investor research from January 19 to January 21, 2026, with Zhao Qianqian, the company's securities affairs representative, participating in the reception and answering investor questions [1] Group 2 - Significant data was released indicating a recovery, with an interview featuring Xu Hongcai discussing that "involution-style competition" has eased to some extent, and the next step of "income supplementation" could create a virtuous cycle [1]

Core Viewpoint - The company has reported positive customer feedback and increasing order volumes for its CNC machine tools since their market launch in 2022 [1] Group 1: Business Performance - The CNC machine tool business achieved a consolidated revenue of approximately 800 million yuan from January to September 2025 [1] - The production lines are currently busy, indicating strong operational capacity [1] Group 2: Market Factors - The company's annual performance will be influenced by industry policies, market demand, and changes in order structure [1]

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 5、公司大型零部件机械产品发展情况及未来预期。 当前，公司大型零部件机械产品订单饱满，生产产线满负荷运转。2025 年上 半年，公司风电零部件业务和燃气轮机零部件业务均实现了较好的增长。 未来业务的发展及增长情况可能受市场变化、供求关系、政策动态等多重因素 影响。 6、风电和燃气轮机产品价格情况。 近几年风电市场波动较大，风电产品价格更多的是随行就市。燃气轮机产品价 格相对稳定。 7、公司大型零部件机械产品的产能变化情况。 公司 6.5 万吨铸件扩建项目已经陆续投入使用，新备案 7 万吨铸件产能，具体 的建设及投产规划、用于何种产品类别，要综合市场情况、订单变化、行业发展等 而定。 8、公司数控机床业务情况。 编号：20260121 投资者关系 活动类别 特定对象调研 □ 分析师会议 □ 媒体采访 □ 业绩说明会 □ 新闻发布会 □ 路演活动 现场参观 □ 其他 参与单位名称 及人员姓名 兴业证券 郭亚男 国投证券 欧阳天奕 诚通证券 范云浩 东方红资管 李疆 中欧基金 黄宇超 睿远基金 邓梦琳 时间 2026 年 ...