编号：2025-005 | | 特定对象调研 | □分析师会议 | | --- | --- | --- | | | □媒体采访 | □业绩说明会 | | 投资者关系活动类 别 | □新闻发布会 | □路演活动 | | | □现场参观 | | | | □其他（请文字说明其他活动内容） | | | | 天弘基金：陈祥 | | | 参与单位名称及人 | 新华基金：刘海彬 | | | 员姓名 | 中银国际证券：曹鸿生 | | | | 国泰海通：孙炫浩 | | | 时间 | 2025年9月22日（星期一） 10:00-11:00 | | | 地点 | 公司总部会议室 | | | 上市公司接待人员 | | | | 姓名 | 董事会秘书：郭巍巍 1、新的实控人对公司的赋能情况？未来战略的调整方向？ | | | | 经营模式均未发生重大变化，公司管理人员发生变动，具体内 | | | | 答：尊敬的投资者，您好。实控人发生变更后，公司主营业务、 | | | | 容详见公司于2025年7月3日披露在巨潮资讯网 | | | | （www.cninfo.com.cn）的《关于选举董事长、各专门委员会委 | | | 投资者关系活动主 ...

Group 1 - The core viewpoint of the news is that Haitai Technology's stock has experienced a significant decline, with a 5.16% drop on September 22, bringing the share price to 38.40 yuan, and a cumulative decline of 7.37% over three consecutive days [1] - Haitai Technology, established on November 19, 2003, and listed on July 2, 2021, is primarily engaged in the research, design, manufacturing, and sales of injection molds and plastic components. The revenue composition is as follows: injection molds 84.05%, plastic components 11.57%, modified plastics 3.22%, and others 1.16% [1] - The total market capitalization of Haitai Technology is reported to be 3.69 billion yuan, with a trading volume of 85.365 million yuan and a turnover rate of 3.47% [1] Group 2 - From the perspective of fund holdings, Haitai Technology is a significant position in the portfolio of the招商中证2000增强策略ETF (159552), which held 28,400 shares in the second quarter, accounting for 1.13% of the fund's net value [2] - The fund has experienced a floating loss of approximately 59,400 yuan today, with a total floating loss of 91,400 yuan during the three-day decline [2] - The招商中证2000增强策略ETF (159552) has shown strong performance this year with a return of 51.63% and a one-year return of 103.8%, ranking 326 out of 4222 and 398 out of 3813 respectively [2]

（编辑 袁冠琳） 证券日报网讯 瑞鹄模具9月19日在互动平台回答投资者提问时表示，新公司设立是为促进机器人相关业 务专业化发展需要，但从公司设立到业务发展、市场开拓需要一定周期；人形机器人相关零部件尤其是 结构件与汽车零部件有相通之处；但因其产业目前尚处于发展期，相关技术及经验需要以汽车零部件为 基础进行积累和完善。公司会持续关注并积极利用在智能化领域建立的品牌及技术优势，探索在机器人 领域更多的发展机会，同时持续关注人形机器人相关的技术迭代及行业发展变化。 ...

Group 1 - The core point of the news is the decline in the stock price of Zhenyu Technology, which fell by 5.01% to 161.60 CNY per share, with a trading volume of 7.51 billion CNY and a turnover rate of 3.68%, resulting in a total market capitalization of 280.34 billion CNY [1] - Zhenyu Technology, established on October 18, 1994, and listed on March 18, 2021, is located in Ningbo, Zhejiang Province. The company specializes in the research, design, production, and sales of precision progressive stamping molds and downstream precision structural components, classified as a high-tech enterprise [1] - The main business revenue composition of Zhenyu Technology includes precision structural components at 79.07%, other products at 15.23%, and molds and accessories at 5.70% [1] Group 2 - According to data from the top ten holdings of funds, one fund under Bank of China holds a significant position in Zhenyu Technology. The Bank of China New Trend Mixed A Fund (001370) held 28,500 shares in the second quarter, accounting for 2.97% of the fund's net value, ranking as the eighth largest holding [2] - The estimated floating loss for the Bank of China New Trend Mixed A Fund today is approximately 243,200 CNY [2] - The Bank of China New Trend Mixed A Fund was established on May 29, 2015, with a latest scale of 97.4046 million CNY. Year-to-date returns are 42.24%, ranking 1488 out of 8172 in its category, while the one-year return is 88.4%, ranking 900 out of 7980 [2]

Group 1 - Dongguan Jiasheng Model Development Co., Ltd. has been established with a registered capital of 500,000 RMB [1] - The company's business scope includes mold manufacturing, mold sales, 3D printing services, and sales of 3D printing materials [1] - Additional services offered by the company include professional design services, additive manufacturing equipment sales and manufacturing, and automotive parts manufacturing [1] Group 2 - The company is also involved in the sales and research and development of metal products, rubber products, and plastic products [1] - It engages in the manufacturing and sales of arts and crafts products, excluding ivory and its products [1] - The company is authorized to conduct import and export activities and technology import and export, except for projects that require approval [1]

天眼查App显示，近日，大连阪部技研工业有限公司成立，法定代表人为阪部公彦，注册资本3600万人 民币，经营范围为一般项目：高铁设备、配件制造；汽车零部件及配件制造；模具制造；模具销售；机 械零件、零部件加工；机械零件、零部件销售；金属制品研发；金属制品销售；专业设计服务；技术服 务、技术开发、技术咨询、技术交流、技术转让、技术推广；信息咨询服务（不含许可类信息咨询服 务）；货物进出口；技术进出口。（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 - Dongguan Qifa Technology Development Co., Ltd. has been established with a registered capital of 30,000 RMB [1] - The company's business scope includes technology services, development, consulting, and transfer, as well as mechanical equipment research and shoe manufacturing [1] - Additional activities include wholesale and retail of shoes and hats, sales of raw materials for shoe manufacturing, mold manufacturing and sales, electronic product sales, and industrial design services [1]

天眼查App显示，近日，昆山英速达精密模具有限公司成立，法定代表人为李正东，注册资本30万人民 币，经营范围为一般项目：模具制造；模具销售；金属制品销售；电子元器件与机电组件设备制造；电 子专用设备制造；汽车零部件再制造；汽车零部件及配件制造；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）；机械设备销售；金属制品研发；五 金产品研发；汽车零部件研发；机械设备研发；工业设计服务；专业设计服务；金属材料销售；金属成 形机床销售；数控机床销售；电子产品销售；塑料制品销售；工业自动控制系统装置销售；机床功能部 件及附件销售；机械设备租赁；通用设备修理；技术服务、技术开发、技术咨询、技术交流、技术转 让、技术推广（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，十堰市郧阳辰龙模具服务部（个体工商户）成立，法定代表人为王金凤，注册 资本5万人民币，经营范围为一般项目：模具销售，劳务服务（不含劳务派遣），机械零件、零部件加 工，机械零件、零部件销售，模具制造，非金属矿及制品销售，金属工具销售，金属制品销售，建筑材 料销售，建筑装饰材料销售，租赁服务（不含许可类租赁服务），建筑工程机械与设备租赁。（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）。 ...

9月16日，海泰科涨5.65%，截至发稿，报42.05元/股，成交9132.56万元，换手率3.52%，总市值40.38亿 元。 资料显示，青岛海泰科模塑科技股份有限公司位于山东省青岛市城阳区棘洪滩街道锦盛二路66号，成立 日期2003年11月19日，上市日期2021年7月2日，公司主营业务涉及注塑模具及塑料零部件的研发、设 计、制造和销售。主营业务收入构成为：注塑模具84.05%，塑料零部件11.57%，改性塑料3.22%，其他 (补充)1.16%。 从基金十大重仓股角度 招商中证2000增强策略ETF（159552）基金经理为邓童。 截至发稿，邓童累计任职时间3年299天，现任基金资产总规模109.02亿元，任职期间最佳基金回报 67.71%， 任职期间最差基金回报0.97%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 数据显示，招商基金旗下1只基金重仓海泰科。招商中证2000增强策略ETF（159552）二季度持有股数 2.84万股，占基金净值比例为1.13% ...