格隆汇9月5日丨恒铭达(002947.SZ)于近期投资者关系活动表示，公司已布局数通与算力基础设施领域 并成为了知名优质通信品牌客户的合格供应商，专注于高端精密金属结构件的研发与制造，相关产品已 广泛应用于算力服务器等数通设备。 ...

格隆汇9月5日丨恒铭达(002947.SZ)于近期投资者关系活动表示，公司已布局数通与算力基础设施领域 并成为了知名优质通信品牌客户的合格供应商，专注于高端精密金属结构件的研发与制造，相关产品已 广泛应用于算力服务器等数通设备。 ...

苏州恒铭达电子科技股份有限公司 投资者关系活动记录表 证券简称：恒铭达 证券代码：002947 编号：2025-006 | | 特定对象调研 □分析师会议 ☑ | | --- | --- | | 投资者关系活动类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 路演活动 ☑ | | | □现场参观 □其他（线上会议） | | | 平安基金、建信基金、人保基金、东吴基金、信达澳亚、兴银基金、 | | 参与单位名称 | 农银汇理、南方基金、北大方正、华夏久盈、见龙资管、默驰投资、 | | | 拾贝投资、拓璞基金、东吴证券、方正证券、国泰海通、国联民生、 | | | 东北证券、开源证券 | | 时间 | 2025-08-29、2025-09-01、2025-09-02 | | 上市公司接待人员姓名 | 荆天平、陈荆怡 | | | Q1.请问公司未来战略规划是什么？ | | | 答：您好，公司深耕精密制造领域，以"研发驱动+制造赋能" | | | 为核心双引擎，将"技术适配+客户拓展"作为核心发展方向。依 | | | 托自身在精密制造与研发方面的深厚积累，公司将持续结合行业趋 | | | 势与客户需求，稳步 ...

9月5日，恒铭达大宗交易成交8万股，成交额314.72万元，占当日总成交额的0.74%，成交价39.34元， 较市场收盘价43.22元折价8.98%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交全额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-09-05 | 002947 | 恒铭达 | 39.34 | 8.00 | 314.72 | 招商证券股份有限 | 中信证券股份有限 | | | | | | | | 公司九江九龙街证 | 公司昆山前进路证 | | | | | | | | 券营业部 | 券营业部 | ...

从基金十大重仓股角度 数据显示，长江资管旗下1只基金重仓恒铭达。长江智能制造混合型发起式A（014339）二季度持有股 数53万股，占基金净值比例为3.12%，位居第八大重仓股。根据测算，今日浮盈赚取约114.48万元。 9月5日，恒铭达涨5.24%，截至发稿，报43.42元/股，成交3.33亿元，换手率4.09%，总市值111.25亿 元。 资料显示，苏州恒铭达电子科技股份有限公司位于江苏省昆山市巴城镇石牌塔基路1568号，成立日期 2011年7月27日，上市日期2019年2月1日，公司主营业务涉及消费电子功能性器件、消费电子防护产 品、消费电子外盒保护膜的设计、研发、生产与销售。主营业务收入构成为：精密柔性结构件 82.85%，精密金属结构件15.69%，材料及其他1.46%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 长江智能制造混合型发起式A（014339）成立日期2021年12月29日，最新规模3.57亿。今年以来收益 18.91%，同 ...

（文章来源：证券日报） 证券日报网讯恒铭达9月4日在互动平台回答投资者提问时表示，公司始终坚持多元化的战略布局，凭借 对新兴赛道的前瞻布局、多年深耕行业积淀的丰富生产经验、技术底蕴，公司构建了紧跟终端技术创新 需求与市场方向的技术储备与产品矩阵。公司将持续关注人形机器人等领域的发展趋势和市场状况，公 司后续业务进展情况将及时进行信息披露。 ...

9月3日，恒铭达大宗交易成交14.47万股，成交额552.43万元，占当日总成交额的1.6%，成交价38.18元，较市场收盘价41.95 元折价8.99%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-09-03 | 002947 | 恒铭达 | 38.18 | 14.47 | 552.43 | 招商证券股份有限 | 中信证券股份有限 | | | | | | | | 公司北京东四环中 | 公司昆山前进路证 | | | | | | | | 路证券营业部 | 券营业部 | ...

恒铭达所属申万行业为：电子-消费电子-消费电子零部件及组装。所属概念板块包括：小米概念、智能 手机、中盘、小鹏汽车概念、无线耳机等。 截至6月30日，恒铭达股东户数1.99万，较上期减少2.53%；人均流通股9687股，较上期增加2.60%。 2025年1月-6月，恒铭达实现营业收入12.44亿元，同比增长32.18%；归母净利润2.34亿元，同比增长 43.01%。 分红方面，恒铭达A股上市后累计派现5.04亿元。近三年，累计派现3.33亿元。 机构持仓方面，截止2025年6月30日，恒铭达十大流通股东中，香港中央结算有限公司位居第七大流通 股东，持股197.83万股，相比上期减少123.04万股。南方中证1000ETF（512100）位居第十大流通股 东，持股166.11万股，为新进股东。 责任编辑：小浪快报 9月3日，恒铭达盘中上涨2.07%，截至10:42，报42.49元/股，成交1.51亿元，换手率1.87%，总市值 108.86亿元。 资金流向方面，主力资金净流出384.98万元，特大单买入990.79万元，占比6.54%，卖出521.07万元，占 比3.44%；大单买入3325.48万元，占比2 ...

Investment Rating - The report upgrades the investment rating to "Buy" [5] Core Views - The company is expected to benefit from high growth opportunities in AI and consumer electronics, with significant revenue and profit growth projected for the coming years [10] - The company achieved a revenue of 1.244 billion yuan in 25H1, representing a year-on-year increase of 32.18%, and a net profit of 234 million yuan, up 43.01% year-on-year [1][2] - The report highlights the company's strong performance in precision flexible and metal structural components, driven by increased orders from major clients in the consumer electronics sector [2][3] Financial Summary - Revenue projections show a growth trajectory from 1.818 billion yuan in 2023 to 6.439 billion yuan in 2027, with a compound annual growth rate (CAGR) of 25% [1] - Net profit is expected to rise from 281 million yuan in 2023 to 1.202 billion yuan in 2027, reflecting a robust growth rate [1] - The company's return on equity (ROE) is projected to improve from 13.4% in 2023 to 21.5% in 2027, indicating enhanced profitability [1] Product and Market Insights - The company is leveraging its full-chain technology advantages in materials, processes, and manufacturing to meet the increasing demand for lighter, thinner, and stronger components in AI-driven devices [3] - The report notes that the company has successfully addressed challenges in combining multi-layer composite materials, enhancing its competitive edge in precision manufacturing [3] - The expansion into new markets such as telecommunications and renewable energy is expected to further drive growth, with a focus on high-performance data centers and precision components for charging stations and energy storage systems [4][9]

Core Viewpoint - The company reported strong financial performance for the first half of 2025, driven by increased orders from major clients in the consumer electronics sector, with significant growth in revenue and net profit [1][2]. Financial Performance - In H1 2025, the company achieved revenue of 1.244 billion yuan, a year-on-year increase of 32.18% - The net profit attributable to shareholders was 234 million yuan, up 43.01% year-on-year - The non-deductible net profit reached 224 million yuan, reflecting a year-on-year growth of 38.88% - For Q2 2025, revenue was 596 million yuan, showing a year-on-year increase of 15.38% but a quarter-on-quarter decrease of 8.19% - The net profit for Q2 was 126 million yuan, up 34.96% year-on-year and 16.56% quarter-on-quarter [1][2]. Product Performance - Revenue from precision flexible structural components and precision metal structural components was 1.031 billion yuan and 195 million yuan, respectively, with year-on-year growth of 38.60% and 5.34% [2]. - The gross profit margin for H1 2025 was 31.00%, an increase of 1.07 percentage points year-on-year, while the net profit margin was 18.90%, up 1.40 percentage points year-on-year [2]. Technological Advancements - The rapid adoption of AI in terminal devices has increased demand for lighter, thinner, and stronger structural components - The company has leveraged its full-chain technology advantages to participate deeply in client R&D phases, securing future demand [3]. - The company has made breakthroughs in combining multi-layer composite materials at a microscopic level, achieving stable integration of different materials while ensuring structural strength and significant weight reduction [3]. Market Opportunities - The demand for precision metal structural components is driven by the need for high-performance data centers and the construction of large data centers [4]. - The company is positioned as a core supplier in the precision metal structural component sector, with products widely used in computing servers and other data communication terminal devices [4]. - The company is advancing its production capacity in the communication and renewable energy sectors, focusing on high-reliability, customized new products for charging stations, energy storage systems, and photovoltaic inverters [4]. Strategic Outlook - The company is expected to continue its strategic initiatives in consumer electronics, data communication, and renewable energy, enhancing cooperation with existing clients through technological innovation and quality improvement [5]. - The construction of the Huizhou manufacturing base is set to optimize production capacity and establish an intelligent production system [5]. - Future earnings projections for the company indicate a net profit of 699 million yuan, 909 million yuan, and 1.202 billion yuan for 2025-2027, with corresponding EPS of 2.73 yuan, 3.55 yuan, and 4.69 yuan [5].