Guangzhou Haozhi Industrial (SZ:300503) 证券时报·2025-12-27 11:34Core Viewpoint - The article highlights the recent significant stock price increase of Haozhi Electromechanical (昊志机电), which saw a cumulative rise of over 30% in three trading days, reaching a market capitalization of 14.4 billion yuan [3][5]. Group 1: Stock Performance - On December 25, Haozhi Electromechanical achieved a "20cm" limit-up, followed by a further increase of 7.6% on December 26, closing at 46.72 yuan per share [3]. - The company reported a total market value of 14.4 billion yuan after the recent stock price surge [3]. Group 2: Company Announcements - On December 26, Haozhi Electromechanical issued an announcement regarding abnormal stock trading, stating that no undisclosed significant information affecting stock prices was found [5]. - The company confirmed that its operational status remains normal and that there have been no significant changes in the internal or external business environment [5]. Group 3: Business Overview - Haozhi Electromechanical specializes in the R&D, manufacturing, and sales of high-end CNC machine tools, robots, and core components for new energy vehicles [6]. - The company’s main products include spindles, turntables, linear motors, and various components for robots and new energy vehicles [6]. Group 4: Financial Performance - For the first three quarters of 2025, Haozhi Electromechanical reported revenue of 1.143 billion yuan, a year-on-year increase of 18.1%, and a net profit of 122 million yuan, up 50.4% [7]. - In Q3 2025 alone, the company achieved revenue of 440 million yuan, reflecting a 24.89% year-on-year growth, with net profit soaring by 124.55% to 58.19 million yuan [7]. Group 5: Market Trends and Future Outlook - The company noted strong demand in its core application areas, driven by rapid growth in AI computing infrastructure and continuous upgrades in consumer electronics [7]. - Haozhi Electromechanical is actively expanding into the robotics and commercial aerospace sectors, with these areas currently contributing approximately 1% to its main business revenue [6][8]. - The company has developed a "N+1+3" structure for its robotics business, focusing on core components and applications in various scenarios, indicating a strategic push for growth in this segment [8].