天眼查App显示，近日，沧州益联机械制造有限公司成立，法定代表人为腾红霞，注册资本50万人民 币，经营范围为一般项目：金属加工机械制造;通用设备制造（不含特种设备制造）;机械零件、零部件 加工;机械零件、零部件销售;汽车零部件及配件制造;汽车零配件零售;五金产品零售;普通阀门和旋塞制 造(不含特种设备制造）;阀门和旋塞销售（除依法须经批准的项目外，凭营业执照依法自主开展经营活 动）。 ...

Group 1 - A new company, Baoding Zifeng Machinery Manufacturing Co., Ltd., has been established with a registered capital of 500,000 RMB [1] - The legal representative of the company is Guo Zifeng [1] - The company's business scope includes manufacturing and sales of agricultural machinery, automotive parts, and various metal products [1] Group 2 - The company is involved in the production of specialized machinery for agriculture, forestry, animal husbandry, and fishery [1] - It also engages in the sale of intelligent agricultural machinery and internet sales, excluding items that require special licenses [1] - The company operates under the principle of conducting business activities independently based on its business license [1]

天眼查App显示，近日，泊头市佰恒机械制造有限公司成立，法定代表人为闫东亭，注册资本10万人民 币，经营范围为一般项目：机床功能部件及附件制造;机床功能部件及附件销售;绘图、计算及测量仪器 制造;绘图、计算及测量仪器销售;高性能有色金属及合金材料销售（除依法须经批准的项目外，凭营业 执照依法自主开展经营活动）。 ...

天眼查App显示，近日，河北泽瞬机械有限公司成立，法定代表人为王朝铎，注册资本300万人民币， 经营范围为一般项目：机械零件、零部件加工;机械零件、零部件销售;汽车零部件及配件制造;汽车零配 件批发;汽车零配件零售;金属制品销售;机械设备销售;电子产品销售;橡胶制品销售;软木制品销售;日用木 制品销售;木制玩具销售;木制容器销售;通讯设备销售;锻件及粉末冶金制品销售（除依法须经批准的项 目外，凭营业执照依法自主开展经营活动）许可项目：建设工程施工（依法须经批准的项目，经相关部 门批准后方可开展经营活动，具体经营项目以批准文件或许可证件为准）。 ...

Group 1 - A new company, Hebei Kunjue Machinery Intelligent Manufacturing Co., Ltd., has been established with a registered capital of 5 million RMB [1] - The legal representative of the company is Qu Wenji [1] - The company's business scope includes manufacturing and remanufacturing of automotive parts and accessories, motorcycle parts, fasteners, and various mechanical components [1] Group 2 - The company is also involved in the manufacturing of ordinary valves, sanitary ware, and construction-related metal products [1] - Additionally, it engages in the manufacturing of rubber and plastic products, as well as import and export activities [1] - The company operates under the principle of conducting business activities independently based on its business license, except for projects that require approval [1]

www.hczq.com 证 券 研 究 报 告 掘金组合：7月基金重仓股明显跑赢 证券分析师：姚佩 执业证书编号：S0360522120004 邮箱：yaopei@hcyjs.com 2025年8月8日 本报告由华创证券有限责任公司编制 卖的出价或询价。本报告所载信息均为个人观点，并不构成对所涉及证券的个人投资建议。 请仔细阅读PPT后部分的分析师声明及免责声明。 联系人：蔡雨阳 邮箱：caiyuyang@hcyjs.com @2021 华创 版权所有 市场整体呈现震荡上行，基金重仓股、不变脸的次新组合跑赢 证 券 研 究 报 告 证监会审核华创证券投资咨询业务资格批文号：证监许可（2009）1210 号 2 • 复盘：市场整体呈现震荡上行，基金重仓股、不变脸的次新组合跑赢。上证指数7月上涨3.7%，主动偏股型基 金收益率均值4.6%，机构整体小幅跑赢市场。7月市场整体稳健上行，货币政策持续宽松之下，金融市场的剩 余流动性持续上行。成交明显放量，7月全A日均成交1.6万亿（对比今年1-6月日均成交1.4万亿），量价新高 之下赚钱效应的放大带动以两融、主动权益基金为代表的增量资金加速流入。板块层面，当前周期+ ...

天眼查App显示，近日，芜湖鹏昇机械有限公司成立，法定代表人为杨福，注册资本100万人民币，经 营范围为一般项目：机械零件、零部件加工；机械零件、零部件销售；机械设备销售；机械设备研发； 智能基础制造装备销售；技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；轴承、齿 轮和传动部件销售；齿轮及齿轮减、变速箱销售；仪器仪表销售；智能仪器仪表销售；五金产品零售； 劳务服务（不含劳务派遣）；模具制造；制药专用设备制造；通用设备制造（不含特种设备制造）；电 器辅件制造；电子专用设备制造（除许可业务外，可自主依法经营法律法规非禁止或限制的项目）许可 项目：建筑劳务分包（依法须经批准的项目，经相关部门批准后方可开展经营活动，具体经营项目以相 关部门批准文件或许可证件为准）。 ...

Group 1 - The "Guizhou-Tong Wuzhou (South America Station)" economic and trade investment cooperation conference was held in Nanning, focusing on strengthening economic ties between Guangxi and Brazil [1][2] - Guangxi's trade with BRICS countries reached a total import and export value of 41.333 billion yuan from January to May, with Brazil accounting for 8.9 billion yuan [1] - The cooperation between Guangxi and Brazil spans various sectors including agriculture, energy, mining, infrastructure, and aerospace, indicating a deepening partnership [1][2] Group 2 - The conference facilitated precise matching between participating enterprises across industries such as mining, construction, new energy, machinery, agriculture, and cultural tourism [2] - Brazilian companies are increasingly focused on the Chinese market, particularly in the mining sector, with significant investments from Chinese enterprises in Brazil [2] - The "Guizhou-Tong Wuzhou" initiative promotes international cooperation under the Belt and Road Initiative, having previously hosted events with various countries to enhance practical cooperation between Chinese and foreign businesses [2]

Core Points - Hebei Junshi Machinery Technology Co., Ltd. has been established with a registered capital of 3 million RMB [1] - The legal representative of the company is Wang Fei [1] - The company's business scope includes technology services, development, consulting, and various types of machinery manufacturing and sales [1] Business Scope - The company engages in technology services, development, consulting, exchange, transfer, and promotion [1] - It specializes in the research and development of machinery equipment, including agricultural, livestock, and mining machinery manufacturing [1] - The company also offers machinery equipment sales and rentals, as well as retail of hardware products and automotive parts [1]

天眼查App显示，近日，潍美（海兴）机械制造有限责任公司成立，法定代表人为齐乔华，注册资本50 万人民币，经营范围为一般项目：货物进出口;技术进出口;进出口代理;通用零部件制造;机械零件、零 部件加工;机械零件、零部件销售;通用设备制造（不含特种设备制造）（除依法须经批准的项目外，自 主开展法律法规未禁止、未限制的经营活动）。 ...