Jin Rong Jie·2026-01-21 11:45Core Viewpoint - Haomai Technology is actively expanding its international production capacity in the tire mold business, with a focus on enhancing overseas operations and maintaining strong order volumes in its large component machinery products [1][2]. Group 1: Company Performance - Haomai Technology's stock price is reported at 84.64 yuan, reflecting an increase of 2.32 yuan or 2.82% from the previous trading day, with a total market capitalization of 67.712 billion yuan [1]. - The company has achieved approximately 800 million yuan in revenue from its CNC machine tool products from January to September 2025, indicating a rise in customer orders and purchasing volume [2]. - As of September 30, 2025, Haomai Technology has 18,120 shareholders, an increase of 1,629 from the previous count, with an average holding value of 3.7369 million yuan per shareholder [2]. Group 2: Industry Position - The rolling price-to-earnings ratio for the specialized equipment industry averages 92.72 times, with a median of 64.25 times, while Haomai Technology's P/E ratio stands at 28.42 times, ranking 28th in the industry [1]. - The company has established subsidiaries in various countries, including the United States, Thailand, Hungary, India, Brazil, Vietnam, Mexico, and Cambodia, with overseas production capacity accounting for approximately 10% of its mold production [1]. Group 3: Business Operations - The company is experiencing full order volumes in its large component machinery products, with production lines operating at full capacity, and has seen good growth in its wind power and gas turbine component businesses in the first half of 2025 [1]. - The company has initiated the use of its 65,000-ton casting expansion project and has newly registered 70,000 tons of casting capacity, with raw materials constituting about 50% of the cost in large component machinery products [1].