11月20日，海波重科涨5.12%，截至发稿，报12.94元/股，成交9405.96万元，换手率5.98%，总市值 25.93亿元。 从基金十大重仓股角度 数据显示，诺安基金旗下1只基金重仓海波重科。诺安多策略混合A（320016）三季度持有股数139.11万 股，占基金净值比例为0.5%，位居第九大重仓股。根据测算，今日浮盈赚取约87.64万元。 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。 责任编辑：小浪快报 诺安多策略混合A（320016）成立日期2011年8月9日，最新规模18.55亿。今年以来收益74.46%，同类 排名197/8136；近一年收益76.1%，同类排名179/8055；成立以来收益236.7%。 诺安多策略混合A（320016）基金经理为孔宪政。 截至发稿，孔宪政累计任职时间4年360天，现任基金资产总规模56.08亿元，任职期间最佳基金回报 95.2%， 任职期间最差基金回报-16.74%。 资料显示，海波重型工程科技股份有限公司位于湖北省武 ...

Financial Performance - The company's total revenue for the first half of 2025 was 152 million yuan, a decrease of 34.75% year-on-year [1] - The net profit attributable to shareholders was 3.4461 million yuan, down 78.13% year-on-year [1] - The gross profit margin was 19.66%, an increase of 53.37% year-on-year, while the net profit margin was 2.26%, a decrease of 66.48% year-on-year [1] - The company's accounts receivable reached 482 million yuan, representing a decrease of 19.80% year-on-year [1] - The earnings per share were 0.02 yuan, down 75.00% year-on-year [1] Operational Insights - The company's return on invested capital (ROIC) was 2.48%, indicating weak capital returns [3] - The company has a healthy cash asset position, which supports its debt repayment capability [3] - The company is focusing on technological innovation to drive product upgrades and enhance the value of its offerings [3][4] Strategic Initiatives - The company is actively exploring new growth opportunities in traditional industries, including expanding into overseas markets in response to the "Belt and Road" initiative [3] - There is an emphasis on digital transformation to improve management efficiency and reduce costs through the optimization of ERP systems [4] - The company is diversifying its business by exploring suitable segments within the steel structure industry, supported by national policies [3][4]

Core Viewpoint - The construction of the Xi'ao Men Railway and Highway Dual-Use Bridge is a significant engineering achievement, set to become the world's largest span dual-use bridge, showcasing advanced technology and innovation in bridge construction [3][4][10]. Group 1: Project Overview - The Xi'ao Men Bridge features a main span of 1,488 meters and is designed to withstand challenging environmental conditions, including high winds and waves [3][4]. - The bridge construction involves 30,000 tons of steel structure, which is divided into 138 intelligent modules, with installation precision controlled within 2 millimeters [3][4]. - The project is a key component of the Ningbo-Zhoushan Railway, with construction expected to be completed in 2024 [4]. Group 2: Technological Innovations - The bridge employs a cable-stayed suspension system, marking the first application of this technology in high-speed rail over water [4]. - The manufacturing process utilizes a fully automated intelligent production line, enhancing efficiency by over 40% and achieving 100% utilization of intelligent equipment [5]. - AI technology is integrated into welding robots for real-time monitoring and defect detection, significantly improving product quality and production efficiency [5]. Group 3: Company Background - China Railway Industry is a leading enterprise in the domestic A-share market, specializing in high-end equipment for rail transportation and underground excavation [6]. - China Railway Baoguan, a subsidiary of China Railway Industry, is recognized as a top player in the domestic bridge steel structure sector [4][6]. - The company has a market share exceeding 60% in the large steel structure bridge manufacturing and installation sector [5]. Group 4: Future Prospects - China Railway Industry aims to leverage new technological revolutions and industrial transformations to enhance its market position in water conservancy, railways, and energy sectors [9]. - The company plans to expand its market presence in overseas regions, including the Middle East, Oceania, and the Americas, while stabilizing its traditional markets in Europe and Southeast Asia [9]. - Ongoing projects in Zhejiang province, including the intelligent production base and advanced tunneling machines, reflect the company's commitment to innovation and quality [10].