10月10日，中泰股份涨5.35%，截至发稿，报21.67元/股，成交1.90亿元，换手率2.43%，总市值83.58亿 元。 截至发稿，何以广累计任职时间10年141天，现任基金资产总规模28.7亿元，任职期间最佳基金回报 111.91%， 任职期间最差基金回报-26.79%。 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 数据显示，兴证全球基金旗下1只基金位居中泰股份十大流通股东。兴全社会责任混合（340007）二季 度增持153.46万股，持有股数333.74万股，占流通股的比例为0.9%。根据测算，今日浮盈赚取约367.11 万元。 兴全社会责任混合（340007）成立日期2008年4月30日，最新规模24.66亿。今年以来收益31.07%，同类 排名3467/8166；近一年收益29.29%，同类排名3414/8014；成立以来收益334.61%。 兴全社会责任混合（340007）基金经理为何以广。 资料显示，杭州中泰深冷技术股份有限公司位 ...

Group 1 - The company is a leading enterprise in the domestic cryogenic technology field, achieving a dual-driven development model of "equipment manufacturing + gas operation" [1] - The core products in the equipment manufacturing segment include natural gas liquefaction devices and large air separation units, with the plate-fin heat exchangers being a domestic leader and exported to 53 countries and regions [1] - The company has diversified its operations by investing in the sales of natural gas, industrial gases, and rare gases, enhancing its overall competitiveness [1] Group 2 - Rising oil prices have led to increased upstream investment, with the economic viability of energy and chemical industries improving, particularly in coal chemical and synthetic gas sectors [2] - Fixed asset investment in the domestic petroleum, coal, and other fuel processing industries increased by 18.8% year-on-year from January to May 2025 [2] - The company signed new orders worth approximately 1.8 billion yuan in 2024, representing a year-on-year growth of over 25%, with overseas orders also showing significant growth [2] Group 3 - The gas operation segment is expanding, with the company investing in industrial and rare gases, which are expected to become new revenue growth sources as projects reach production capacity [3] - A joint venture with Korea's Posco Holdings marks the company's first step in both equipment and operation overseas, providing valuable experience for future expansions [3] - The profit margin for industrial gas operations is relatively high, and as the business expands, the company's profitability is expected to improve [3] Group 4 - The company is projected to achieve revenues of 3.23 billion, 3.86 billion, and 4.72 billion yuan from 2025 to 2027, with year-on-year growth rates of 18.8%, 19.7%, and 22.2% respectively [4] - Net profit attributable to the parent company is expected to reach 400 million, 510 million, and 630 million yuan during the same period, with significant growth in 2025 [4] - The company is assigned a target price of 20.9 yuan based on a 20x PE ratio for 2025, indicating a potential upside of approximately 39% from the current stock price [4]