Zheng Quan Shi Bao·2025-12-27 11:39Core Viewpoint - The stock of Haozhi Electromechanical (300503) has experienced significant price increases, with a cumulative rise of over 30% in three trading days, leading to a market capitalization of 14.4 billion yuan [1][3]. Company Performance - For the first three quarters of 2025, Haozhi Electromechanical reported revenue of 1.143 billion yuan, a year-on-year increase of 18.10%, and a net profit attributable to shareholders of 122 million yuan, up 50.40% [4]. - In Q3 2025 alone, the company achieved revenue of 440 million yuan, reflecting a year-on-year growth of 24.89%, and a net profit of approximately 58.19 million yuan, which is a 124.55% increase [4]. Business Segments - The company specializes in high-end CNC machine tools, robots, and core components for new energy vehicles, with products including spindles, turntables, linear motors, and various robotic components [4][5]. - The robot business has gained significant attention from institutional investors, with a focus on the "N+1+3" structure, which includes core components and applications in collaborative robots across three major scenarios: beauty, factory logistics, and new energy vehicle charging [5][6]. Market Trends - The demand in core application areas for the company's main products remains strong, driven by rapid growth in AI computing infrastructure and continuous upgrades in consumer electronics [5]. - The PCB industry is experiencing structural growth, benefiting from domestic substitution and ongoing innovations in technology and materials, which support the company's market expansion [5][6].