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 2024年10月23日，山东豪迈机械科技股份有限公司（以下简称"公司"）第六届董事会第十 次会议和第六届监事会第十次会议分别审议通过《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2.00亿元人民币 的委托贷款，到期日为2025年9月24日。详情请见2024年10月24日刊登于《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：2024-033）。 二、委托贷款收回情况 今日，公司已收到高密市高兴水利建设工程有限公司归还的上述本金为2.00亿元的委托贷 款，相应利息同时结清，上述委托贷款事项完结。 证券代码：002595 证券简称：豪迈科技 公告编号：2025-027 山东豪迈机械科技股份有限公司 关于委托贷款收回的公告 特此公告。 山东豪迈机械科技股份有限公司 董事会 二〇二五年九月二十四日 1 至此，公司对外提供委托贷款的余额为 ...

证券代码：002595 证券简称：豪迈科技 公告编号：2025-028 《关于对外提供委托贷款的公告》刊登于《中国证券报》《上海证券报》《证券日 报》《证券时报》及巨潮资讯网（www.cninfo.com.cn），本事项无需提交股东大会审议。 特此公告。 山东豪迈机械科技股份有限公司 第六届董事会第十七次会议决议的公告 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"）第六届董事会第十七次会议 通知已于2025年9月13日以电子邮件、微信等方式送达各位董事，会议于2025年9月24 日在公司会议室以通讯表决方式召开，会议应出席董事9人，实际出席9人，全体董事 均以通讯方式出席。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9票同意、0票反对、0票弃权的表决结果审议通过《关于对外提供委 托贷款的议案》 公司目前经营情况良好，财务状况稳健，经营现金流量充沛，在保证流动性和资 金安 ...

Group 1 - The core viewpoint of the news is that Haomai Technology has seen a significant increase in its stock price, rising by 5.11% to 61.35 CNY per share, with a total market capitalization of 49.08 billion CNY [1] - Haomai Technology, established on March 31, 1995, and listed on June 28, 2011, specializes in the production and sales of automotive radial tire molds and tire manufacturing equipment, with its main business revenue composition being 49.91% from molds, 36.98% from large component machinery products, 9.62% from CNC machine tools, and 3.49% from other sources [1] Group 2 - From the perspective of fund holdings, Minsheng Jia Yin Fund has a significant position in Haomai Technology, with its Minsheng Jia Yin CSI 500 Index Enhanced Fund holding 9,100 shares, accounting for 0.82% of the fund's net value, making it the third-largest holding [2] - The Minsheng Jia Yin CSI 500 Index Enhanced Fund has achieved a year-to-date return of 27.93% and a one-year return of 59.51%, ranking 1718 out of 4220 and 1578 out of 3814 respectively [2] Group 3 - The fund manager of Minsheng Jia Yin CSI 500 Index Enhanced Fund, He Jiang, has a tenure of 14 years and 127 days, with the fund's total asset size at 770 million CNY and a best return of 60.59% during his tenure [3] - The other fund manager, Zhou Shuai, has a tenure of 2 years and 105 days, with the fund's total asset size at 351 million CNY and a best return of 34.57% during his tenure [3]

证券日报网讯豪迈科技9月22日在互动平台回答投资者提问时表示，公司高端铸造6.5万吨建设项目正在 陆续投入使用，主要以风电零部件为主，兼顾机床部件和燃气轮机部件，其中机床部件以自用为主。公 司新备案7万吨铸件产能的详细建设及投产规划、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。 （文章来源：证券日报） ...

Summary of Gas Turbine Industry Conference Call Industry Overview - The global gas turbine market is projected to reach approximately $21.5 billion in 2024 and is expected to grow to $34.4 billion by 2033, with a compound annual growth rate (CAGR) of about 5% [1][8] - The increasing demand for electricity in data centers, driven by the proliferation of AI applications, is expected to further boost market growth [1][3] Core Insights and Arguments - Data centers are significant energy consumers, with IT equipment accounting for about 50% of their energy usage, and servers making up approximately 80% of the IT equipment [1][5] - Gas power generation is cleaner compared to coal and offers cost advantages under carbon neutrality goals; it also provides stable peak-shaving capabilities, making it suitable for distributed energy systems [1][13] - The demand for clean, efficient, and responsive gas turbines is increasing due to strict requirements for backup power systems in high-grade data centers [1][7] - The gas turbine market is benefiting from significant order growth from leading overseas OEMs such as Mitsubishi Power, GE Energy, and Siemens, while domestic companies like Yingli Co., Hangya Technology, and Hangyu Technology are also gaining from overseas demand [1][15][22] Development Trends - Short-term growth in overseas market demand is expected to drive performance increases for related companies [3] - Long-term prospects for the domestic gas turbine market are improving as domestic companies achieve significant advancements, such as the launch of a 300 MW F-class gas turbine and breakthroughs in heavy gas turbine technology [3][18] - The introduction of AI applications is projected to significantly increase electricity consumption in data centers, further driving gas turbine demand [3][9] Market Dynamics - The gas turbine market is characterized by a stable compound growth rate of about 20% over the past decade, with emerging markets like Asia-Pacific and the Middle East showing particularly strong performance [9] - The introduction of AI-optimized servers is expected to add $10 to $20 billion annually to the market size from 2024 to 2027, potentially reaching a cumulative market size of $60 billion by 2027 [9] Key Players and Competitive Landscape - Major players in the gas turbine market include Siemens and Mitsubishi Power, which have significant technological and market advantages, covering a full spectrum of products from large to small gas turbines [16] - Domestic companies are making strides in technology and market penetration to compete with these global leaders [16][18] Cost Structure and Component Value - In terms of component value distribution, the turbine blades account for approximately 36% of the total, while the power turbine holds the highest share at 31% [20] - The cost structure of gas turbines is composed of about 50% raw materials, 25% labor, and 25% manufacturing costs, with high-temperature alloys making up 35% of raw material costs [21] Domestic Industry Progress - Domestic companies have made significant progress during the 14th Five-Year Plan period, with advancements in the development of heavy gas turbines and a focus on achieving domestic substitution [18][19] - Companies like China Heavy Gas Turbine and China Aviation Power are focusing on large and lightweight gas turbine designs, respectively, creating a differentiated competitive landscape [19] Conclusion - The gas turbine industry is poised for growth driven by technological advancements, increasing energy demands from data centers, and a shift towards cleaner energy sources. The competitive landscape is evolving with both international and domestic players making significant strides in technology and market presence.

Company Overview - Haomai Technology Co., Ltd. is located in Gaomi City, Shandong Province, established on March 31, 1995, and listed on June 28, 2011. The company specializes in the production and sales of automotive radial tire molds and tire manufacturing equipment, along with related technology development [1]. - The main business revenue composition includes molds (49.91%), large component machinery products (36.98%), CNC machine tools (9.62%), and others (3.49%) [1]. Financial Performance - As of June 30, 2025, Haomai Technology achieved operating revenue of 5.265 billion yuan, representing a year-on-year growth of 27.25%. The net profit attributable to the parent company was 1.197 billion yuan, with a year-on-year increase of 24.65% [2]. - Since its A-share listing, the company has distributed a total of 3.976 billion yuan in dividends, with 1.417 billion yuan distributed over the past three years [3]. Stock Market Activity - On September 16, Haomai Technology's stock price decreased by 2.02%, trading at 58.32 yuan per share, with a total market capitalization of 46.656 billion yuan [1]. - The stock has seen a year-to-date increase of 17.13%, a decline of 4.74% over the last five trading days, a slight increase of 0.36% over the last 20 days, and a decrease of 3.87% over the last 60 days [1]. - As of June 30, 2025, the number of shareholders increased by 2.82% to 16,500, while the average circulating shares per person decreased by 2.71% to 48,181 shares [2]. Shareholder Information - As of June 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited, holding 26.3588 million shares (a decrease of 558,900 shares), and Dacheng Gaoxin Stock A, holding 22.1351 million shares (a decrease of 339,000 shares) [3].

Company Overview - Haomai Technology Co., Ltd. is located in Gaomi City, Shandong Province, and was established on March 31, 1995. The company was listed on June 28, 2011. Its main business involves the production and sales of automotive radial tire molds and tire manufacturing equipment, along with related technology development [1]. - The revenue composition of Haomai Technology includes: molds 49.91%, large component machinery products 36.98%, CNC machine tools 9.62%, and others 3.49% [1]. Financial Performance - For the period from January to June 2025, Haomai Technology achieved operating revenue of 5.265 billion yuan, representing a year-on-year growth of 27.25%. The net profit attributable to the parent company was 1.197 billion yuan, with a year-on-year increase of 24.65% [2]. - Since its A-share listing, Haomai Technology has distributed a total of 3.976 billion yuan in dividends, with 1.417 billion yuan distributed over the past three years [3]. Stock Performance - As of September 15, Haomai Technology's stock price was 59.62 yuan per share, with a market capitalization of 47.696 billion yuan. The stock has increased by 19.74% year-to-date, with a 2.55% rise over the last five trading days [1]. - The stock experienced a net inflow of main funds amounting to 1.1906 million yuan, with large single purchases accounting for 11.39% of total transactions [1]. Shareholder Information - As of June 30, 2025, the number of shareholders of Haomai Technology was 16,500, an increase of 2.82% from the previous period. The average number of circulating shares per person was 48,181, a decrease of 2.71% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited held 26.3588 million shares, a decrease of 558,900 shares compared to the previous period [3].

Core Viewpoint - Haomai Technology's stock has shown a mixed performance with a year-to-date increase of 22.21%, while recent trading days have seen slight gains and a decline over the past 60 days [1] Financial Performance - For the first half of 2025, Haomai Technology reported revenue of 5.265 billion yuan, representing a year-on-year growth of 27.25% [2] - The net profit attributable to shareholders for the same period was 1.197 billion yuan, reflecting a year-on-year increase of 24.65% [2] Shareholder Information - As of June 30, 2025, the number of shareholders for Haomai Technology was 16,500, an increase of 2.82% from the previous period [2] - The average number of tradable shares per shareholder was 48,181, which decreased by 2.71% compared to the previous period [2] Dividend Distribution - Since its A-share listing, Haomai Technology has distributed a total of 3.976 billion yuan in dividends, with 1.417 billion yuan distributed over the last three years [3] Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited was the fifth-largest circulating shareholder, holding 26.3588 million shares, a decrease of 558,900 shares from the previous period [3] - Dacheng Gaoxin Stock A was the sixth-largest circulating shareholder, holding 22.1351 million shares, down by 33,900 shares from the previous period [3]

Investment Rating - The industry is rated as "Positive" [2][32] - The specific companies recommended for "Increase" rating are Zoomlion (000157), Hengli Hydraulic (601100), Estun (002747), and Haomai Technology (002595) [2][32] Core Insights - In August, excavator sales reached 16,500 units, representing a year-on-year growth of 12.8% [10] - Loader sales in August totaled 9,440 units, with a year-on-year increase of 13.3% [10] - The average working hours for major construction machinery products in August was 78.4 hours, showing a year-on-year decrease of 9.45% [11] - The industry is experiencing a strong recovery, with both domestic and international market sales maintaining double-digit growth [32] - The demand for construction machinery is expected to continue growing due to favorable policies and reduced tariff disturbances globally [32] Industry News - In August, excavator sales included 7,685 units sold domestically (up 14.8%) and 8,838 units exported (up 11.1%) [10] - For the first eight months of 2025, a total of 154,181 excavators were sold, marking a 17.2% increase year-on-year [10] - The average operating rate for major construction machinery products in August was 55.1%, down 6.83 percentage points year-on-year [12] Company Announcements - Ruina Intelligent announced the signing of a contract for a project by its wholly-owned subsidiary [20] - Taifu Pump Industry is planning a significant asset restructuring to acquire at least 51% of Nanyang Huacheng Technology [21] Market Review - From September 3 to September 9, 2025, the CSI 300 index fell by 1.21%, while the Shenwan Machinery Equipment industry decreased by only 0.01%, outperforming the CSI 300 by 1.20 percentage points [22] - As of September 9, 2025, the price-to-earnings ratio (TTM) for the Shenwan Machinery Equipment industry was 30.62, with a valuation premium of 133.32% compared to the CSI 300 [23]

Summary of Key Points Core Viewpoint - Haomai Technology has shown a significant increase in stock price and trading volume, indicating strong market interest and activity in the company's shares [1]. Group 1: Financial Performance - For the first half of 2025, Haomai Technology achieved operating revenue of 5.265 billion yuan, representing a year-on-year growth of 27.25% [2]. - The net profit attributable to the parent company for the same period was 1.197 billion yuan, reflecting a year-on-year increase of 24.65% [2]. Group 2: Stock and Financing Activity - On September 9, Haomai Technology's stock price rose by 5.30%, with a trading volume of 395 million yuan [1]. - The company had a net financing buy of -181,200 yuan on the same day, with a total financing balance of 4.09 billion yuan, which is 0.83% of its market capitalization [1]. - The margin trading data indicates that the financing balance is above the 80th percentile of the past year, suggesting a high level of investor engagement [1]. Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders increased by 2.82% to 16,500, while the average number of circulating shares per person decreased by 2.71% to 48,181 shares [2][3]. - The company has distributed a total of 3.976 billion yuan in dividends since its A-share listing, with 1.417 billion yuan distributed in the last three years [3]. Group 4: Company Overview - Haomai Technology, established on March 31, 1995, and listed on June 28, 2011, specializes in the production and sale of automotive radial tire molds and manufacturing equipment [1]. - The company's revenue composition includes molds (49.91%), large component machinery products (36.98%), CNC machine tools (9.62%), and others (3.49%) [1].