数据显示，太平基金旗下1只基金重仓海锅股份。太平科创精选混合发起式A（019575）二季度持有股 数2.8万股，占基金净值比例为6.8%，位居第二大重仓股。根据测算，今日浮盈赚取约3.75万元。 太平科创精选混合发起式A（019575）成立日期2024年1月30日，最新规模1136.04万。今年以来收益 22.93%，同类排名3465/8254；近一年收益53.77%，同类排名2261/8037；成立以来收益26.75%。 太平科创精选混合发起式A（019575）基金经理为杨行远。 9月1日，海锅股份涨5.01%，截至发稿，报28.07元/股，成交1.04亿元，换手率4.62%，总市值29.29亿 元。 截至发稿，杨行远累计任职时间2年137天，现任基金资产总规模1226.75万元，任职期间最佳基金回报 26.75%， 任职期间最差基金回报-28.99%。 资料显示，张家港海锅新能源装备股份有限公司位于江苏省张家港市南丰镇南丰村，成立日期2001年6 月8日，上市日期2021年9月24日，公司主营业务涉及主要从事大中型装备专用锻件的研发、生产和销 售,产品广泛应用于油气开采、风力发电、机械装备以及船舶、核电等 ...

证券日报网讯海锅股份（301063）8月29日在互动平台回答投资者提问时表示，公司核电业务目前不涉 及可控核聚变领域，后续将根据市场需求，逐步拓展其他相关产品领域。 ...

据证券之星公开数据整理，近期海锅股份(301063)发布2025年中报。截至本报告期末，公司营业总收入 9.46亿元，同比上升49.78%，归母净利润3386.48万元，同比上升110.98%。按单季度数据看，第二季度 营业总收入5.06亿元，同比上升51.63%，第二季度归母净利润1331.74万元，同比上升47.83%。本报告 期海锅股份应收账款上升，应收账款同比增幅达42.81%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率10.56%，同比增22.6%，净利率3.58%，同比增 40.86%，销售费用、管理费用、财务费用总计2691.41万元，三费占营收比2.84%，同比增19.89%，每股 净资产15.02元，同比增2.92%，每股经营性现金流-0.33元，同比减157.22%，每股收益0.33元，同比增 120.0% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 6.32亿 | 9.46亿 | 49.78% | | 归母浄利润（元） | 1605.15万 | 3386.48万 | 110.98 ...

Group 1 - The report is a continuous supervision tracking report for Zhangjiagang Haigang New Energy Equipment Co., Ltd. for the first half of 2025 by Dongwu Securities Co., Ltd. [1] - The report indicates that the company has established and effectively executed relevant regulations, including those to prevent related party transactions and manage raised funds [1][2] - The company has not encountered any significant issues requiring attention during the reporting period [2] Group 2 - The company has not failed to fulfill any commitments, and there are no reported reasons or corrective measures needed [2] - There were no instances of external investments, risk investments, or financial assistance that required reporting [2] - The report does not indicate any regulatory measures taken against the company or its sponsors [2]

Group 1 - The fourth meeting of the board of directors of Zhangjiagang Haiguo New Energy Equipment Co., Ltd. was held on August 27, 2025, with all seven directors present, confirming the legality and validity of the meeting [1] - The board approved the 2025 semi-annual report and its summary, which accurately reflects the company's operational and financial status during the reporting period [1][2] - The board confirmed that the use of raised funds complied with relevant regulations and there were no violations or changes that could harm shareholder interests [2][3] Group 2 - The board approved the provision for credit impairment losses and asset impairment losses, aligning with accounting standards and reflecting the company's actual situation [2][3] - The company plans to revise its articles of association and seek shareholder approval for related business registration changes [3] - The board agreed to enhance governance structures and operational standards in accordance with relevant laws and regulations [3][6] Group 3 - The board appointed Ms. Yu Danyang as the securities affairs representative to assist the board secretary [6] - A temporary shareholders' meeting is scheduled for September 12, 2025 [6] - All resolutions passed during the meeting received unanimous approval from the directors [4][5]

Group 1 - The company held its third independent director meeting on August 27, 2025, with all three independent directors present, and the meeting was deemed legal and effective [1] - The independent directors unanimously approved the proposal for credit impairment and asset impairment losses for the first half of 2025, emphasizing adherence to accounting principles and regulations [1] - The proposal was passed with a vote of 3 in favor, 0 against, and 0 abstentions, indicating strong support from the independent directors [1] Group 2 - The company confirmed that there were no instances of fund occupation by controlling shareholders or related parties, and it strictly adheres to relevant laws and regulations [2] - The company also reported no cumulative external guarantee situations up to the reporting period, maintaining compliance with legal requirements [2] - The independent directors involved in the meeting included Cao Chengbao, Wang Zhangzhong, and Zou Guodong [2]

Financial Performance - In the first half of the year, the company achieved operating revenue of 946.06 million yuan, a year-on-year increase of 49.78% [1] - The net profit attributable to shareholders reached 33.86 million yuan, up 110.98% year-on-year [1] - The net profit after deducting non-recurring gains and losses was 29.44 million yuan, reflecting a year-on-year growth of 194.25% [1] Wind Power Business Growth - The wind power sector is experiencing strong growth driven by policies and technology, with the company providing high-end equipment components for various applications [2] - By 2025, the wind power industry is expected to see increased demand due to installation effects and domestic policy support, leading to steady growth in orders across the supply chain [2] - The company's wind power equipment components generated operating revenue of 395.92 million yuan, a year-on-year increase of 59.64%, accounting for 44.80% of main business revenue [3] Oil and Gas Equipment Recovery - The oil and gas equipment segment also showed robust performance, with operating revenue of 325 million yuan, a year-on-year increase of 20.27% [4] - The growth is supported by the national strategy to increase reserves and production, leading to a rise in demand for high-end equipment in deep-sea and unconventional resource development [4] Global Certification and Smart Manufacturing - The company has obtained certifications from eight major global classification societies and various international quality standards, enhancing its competitiveness in the high-end forging market [5] - The company has a production capacity of 170,000 units per year, supported by flexible manufacturing capabilities and a comprehensive management process [6] - The launch of the intelligent manufacturing line is expected to shorten delivery times and improve responsiveness to customer needs, facilitating expansion into high-value sectors [6] Market Outlook - The company is positioned to benefit from the synergy between renewable and traditional energy equipment sectors, with a continuous increase in the proportion of high-value-added products [6]

证券日报网讯 8月27日晚间，海锅股份发布公告称，公司于2025年8月27日召开职工代表大会，选举杨 华女士为第四届董事会职工代表董事。杨华女士原任公司证券事务代表，现变更为职工代表董事，任期 至第四届董事会任期届满。杨华女士通过员工持股计划间接持有公司股份20万股，占总股本的 0.1916%，与公司控股股东、实际控制人及其他董事、监事和高级管理人员不存在关联关系。 （编辑 李家琪） ...

Group 1 - The company announced the convening of the fourth board meeting on August 27, 2025, to review the appointment of a securities affairs representative [1] - The board approved the appointment of Ms. Yu Danyang as the securities affairs representative to assist the board secretary in fulfilling responsibilities [1] - The term of the newly appointed representative will last from the date of the board's approval until the end of the current board's term [1]

Group 1 - The core viewpoint of the article is that Haigang Co., Ltd. (301063.SZ) has shown significant growth in its financial performance for the first half of 2025, with notable increases in both revenue and net profit [1] Group 2 - The company's operating revenue reached 946 million yuan, representing a year-on-year increase of 49.78% [1] - The net profit attributable to shareholders of the listed company was 33.86 million yuan, reflecting a year-on-year growth of 110.98% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 29.44 million yuan, which is a year-on-year increase of 194.25% [1] - The basic earnings per share stood at 0.33 yuan [1]