证券之星消息，9月12日橡胶板块较上一交易日下跌0.61%，利通科技领跌。当日上证指数报收于 3883.69，上涨0.22%。深证成指报收于12996.38，上涨0.13%。橡胶板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300121 | 阳谷华泰 | 15.74 | 5.85% | 24.51万 | | 3.72亿 | | 301300 | 远翔新材 | 40.88 | 1.49% | 8829.17 | | 3586.36万 | | 300767 | 震安科技 | 22.26 | 1.37% | 14.29万 | | 3.16亿 | | 603650 | 彤程新材 | 35.34 | 1.29% | 8.33万 | | 2.91亿 | | 001207 | 联科科技 | 23.89 | 1.01% | 2.87万 | | 6825.30万 | | 301459 | 丰茂股份 | 44.38 | 0.75% | 9596.8 | | 4251.76万 ...

| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300767 | 震安科技 | 5687.52万 | 9.93% | 200.28万 | 0.35% | -5887.80万 | -10.28% | | 300731 科创新源 | | 1680.83万 | 2.63% | -2935.94万 | -4.59% | 1255.11万 | 1.96% | | 002224 三カ士 | | 853.09万 | 12.94% | -560.72万 | -8.51% | -292.36万 | -4.44% | | 001207 | 联科科技 | 185.18万 | 1.92% | -202.01万 | -2.10% | 16.83万 | 0.17% | | 002068 黑猫股份 | | 47.35万 | 0.16% | -1153.03万 | -3.79% | 1105.68万 | 3.64% | | 002442 龙星科技 ...

证券日报网讯丰茂股份（301459）9月10日在互动平台回答投资者提问时表示，截至2025年8月29日，公 司股东总户数为8205户(含信用账户)。 ...

证券之星消息，9月10日橡胶板块较上一交易日下跌0.34%，三维装备领跌。当日上证指数报收于 3812.22，上涨0.13%。深证成指报收于12557.68，上涨0.38%。橡胶板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300731 | 科创新源 | 45.01 | 4.38% | 13.61万 | 6.13亿 | | 300587 | 天铁科技 | 8.96 | 2.28% | 42.25万 | 3.76亿 | | 002068 | 黑猫股份 | 11.50 | 1.32% | 31.18万 | 3.57亿 | | 001207 | 联科科技 | 23.30 | 1.22% | - 3.35万 | 7798.44万 | | 300767 | 震安科技 | 20.39 | 0.54% | 9.66万 | 1.97亿 | | 002224 | 三力士 | 4.48 | 0.45% | 12.50万 | 5578.43万 | | 300320 | 海达股份 | 10.77 ...

格隆汇9月4日丨丰茂股份(301459.SZ)于近期投资者关系活动表示，目前公司传动系统产品已应用于工 业机器人领域并实现批量供货，密封系统产品已供货中大力德、丰立智能、绿的谐波等国内头部减速器 制造企业，形成订单收入。 ...

格隆汇9月4日丨丰茂股份(301459.SZ)于近期投资者关系活动表示，公司泰国生产基地将于今年下半年 投产，主要面向东南亚及欧美市场。工厂将采用本地化供应与自动化生产结合的模式，降低关税和物流 成本，同时依托"米其林"品牌授权，拓展海外经销商网络。泰国工厂的建成将提升公司国际市场份额。 ...

证券代码：301459 证券简称：丰茂股份 答:尊敬的投资者，您好！公司上半年不断强化技术创新能 力，推动新产品开发和应用领域的拓展。具体研发项目进展情 况请您参考公司披露的《2024 年年度报告》第三节"管理层讨 论与分析"中"四、主营业务分析"之"4、研发投入"章节内 容，公司将在后续定期报告中统一更新相关研发项目最新进展。 感谢您的关注！ 4、公司未来对于海外拓展具体有什么规划？泰国生产基 地预计什么时候可以投产呢？ 答:尊敬的投资者，您好！公司正积极推进产能扩张与全球 化布局，已通过在新加坡设立全资子公司，并在泰国设立全资 孙公司建设生产基地，以进一步拓展海外市场，特别是东南亚 及欧美市场。泰国生产基地将于今年下半年投产，初期将优先 满足东南亚本地化订单需求，并逐步覆盖欧美等海外市场。感 谢您的关注！ 5、公司未来如何在行业的竞争中保证自身的优势？ 答:尊敬的投资者，您好，公司深耕精密橡胶零部件行业多 年，积累了丰富的行业技术经验与独有的自身竞争优势，具体 情况请参考公司披露的《2025 年半年度报告》第三节"管理层 讨论与分析"中"二、核心竞争力分析"章节内容。未来，公 司将持续加大研发投入，优化产 ...

Core Viewpoint - The company reported a slight decline in revenue and net profit for the first half of 2025, with a focus on steady growth in the transmission system business and challenges in overseas revenue due to international geopolitical conflicts [1][2]. Group 1: Financial Performance - In H1 2025, the company achieved revenue of approximately 432 million yuan, a year-on-year decrease of about 1.47%, and a net profit of approximately 60 million yuan, down about 26.31% year-on-year [1]. - In Q2 2025, the company recorded revenue of approximately 237 million yuan, a year-on-year decline of about 2.73%, but a quarter-on-quarter increase of about 20.78%. The net profit for Q2 was approximately 32 million yuan, down about 30.50% year-on-year, but up about 10.59% quarter-on-quarter [1]. Group 2: Business Segments - Domestic revenue in H1 2025 was approximately 259 million yuan, reflecting a year-on-year increase of about 12.32%. The domestic revenue from the transmission system was approximately 170 million yuan, up about 19.44%, accounting for about 65.45% of domestic revenue [2]. - Overseas revenue in H1 2025 was approximately 173 million yuan, a year-on-year decrease of about 16.76%, primarily impacted by fluctuations in demand in certain overseas markets due to international geopolitical conflicts [2]. - The company's "Michelin" products achieved revenue of approximately 55 million yuan in H1 2025, a significant year-on-year increase of about 218.01% [2]. Group 3: Growth Strategy - The company is focusing on expanding its transmission system business and entering new growth areas, including the automotive sector and non-automotive markets [3]. - A new production base for commercial vehicle components is planned in Jinan, Shandong, to support major clients such as Heavy Truck, FAW, and Beiqi Foton [3]. - A new intelligent chassis thermal control system production base is planned in Yuyao with an estimated total investment of no more than 1.5 billion yuan, aimed at enhancing production capacity for thermal management systems and air suspension systems [4]. Group 4: Future Projections - The company expects revenue growth from 1.135 billion yuan in 2025 to 1.691 billion yuan in 2027, with year-on-year growth rates of approximately 19.7%, 21.1%, and 23.0% respectively. Net profit is projected to grow from approximately 191 million yuan in 2025 to 288 million yuan in 2027, with year-on-year growth rates of about 17.9%, 21.9%, and 23.8% respectively [5].

Group 1: Financial Performance - In the first half of 2025, the company achieved operating revenue of 4.32 billion yuan, a year-on-year decrease of 1.47% [3] - Net profit attributable to shareholders was 0.6 billion yuan, down 26.31% year-on-year [3] - The decline in overseas business due to international geopolitical conflicts significantly impacted overall profit margins, with a 3.22% drop in comprehensive gross margin for transmission system products [3] Group 2: Business Growth and Strategy - Domestic transmission business maintained growth with a 19.44% increase in operating revenue [3] - Sales of "Michelin" products surged by 218%, expanding market opportunities [3] - The company is optimizing its layout by establishing production bases in Thailand, Shandong, and Cixi, while actively controlling costs and promoting both new and existing products [3] Group 3: Product Development and Market Expansion - The company is actively expanding its customer base in the liquid cooling pipeline sector, leveraging its expertise in polymer material modification and multi-layer composite pipeline design [4] - The robotics business has begun bulk supply, although its revenue contribution remains relatively small [5]

Group 1 - The company reported a revenue of 432 million yuan in H1 2025, a year-on-year decrease of 1.5%, and a net profit attributable to shareholders of 60 million yuan, down 26.3% year-on-year [1] - In Q2 2025, the company achieved a revenue of 237 million yuan, a year-on-year decrease of 2.7%, but a quarter-on-quarter increase of 20.8%, with a net profit of 32 million yuan, reflecting a year-on-year increase of 30.5% and a quarter-on-quarter increase of 10.6% [1] - The company's overseas revenue in H1 2025 was 173 million yuan, down 16.8% year-on-year, leading to a decline in the gross margin of the transmission business by 3 percentage points [1] Group 2 - The domestic transmission business showed stable growth, with H1 2025 revenue of 170 million yuan, an increase of 19.4% year-on-year, as products gradually gained traction in various industrial sectors [2] - The company achieved significant growth in Michelin products, with H1 2025 revenue of 54.54 million yuan, a year-on-year increase of 218%, benefiting from Michelin's global brand influence [2] Group 3 - The company is expanding its production capacity with new bases in Cixi and Shandong, focusing on fluid pipeline system products and targeting major clients like China National Heavy Duty Truck Group and FAW Group [3] - Management expenses increased by 32.7% year-on-year in H1 2025, reflecting the company's efforts to prepare for expansion and new product promotion, which may create short-term cost pressures but enhance long-term competitiveness [3]