浙商汇金先进制造混合（013145）基金经理为王霆。 截至发稿，王霆累计任职时间6年132天，现任基金资产总规模3560.5万元，任职期间最佳基金回报 82.1%， 任职期间最差基金回报6.09%。 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 10月10日，三花智控跌5.02%，截至发稿，报46.91元/股，成交51.00亿元，换手率2.89%，总市值 1974.41亿元。 资料显示，浙江三花智能控制股份有限公司位于浙江省绍兴市新昌县澄潭街道沃西大道219号三花工业 园区办公大楼,香港湾仔皇后大道东183号合和中心46楼，成立日期1994年9月10日，上市日期2005年6月 7日，公司主营业务涉及浙江三花智能控制股份有限公司是一家主要从事制冷空调电器零部件业务和汽 车零部件业务的中国公司。该公司通过两个分部运营业务。制冷空调电器零部件业务分部从事建筑暖通 (HVAC)、电器设备专业化经营,主要产品包括四通换向阀、电子膨胀阀、电磁阀、微通道换热器、 ...

创始团队走出西工大、扎根航天体系，经历了"无人可请教"的十余年探索，从北京到苏州，再到国际竞 争舞台，他们用坚持和牺牲完成了从0到1的跨越。本期《中国智造的力量》，我们走进精效悬浮，听王 雪董事长与李继东总经理讲述科研人如何转型企业家，如何在细分赛道坚守初心，托举中国制造补短 板、攻硬壳的故事。 在显微镜般的精密世界里，有一颗低调却至关重要的"明珠"——气体轴承。它以"无油润滑、近乎零磨 损"的特性，被誉为高端制造科学王冠上的宝石。从航天发动机到半导体设备，从高速鼓风机到前沿仪 器，中国企业精效悬浮凭借自主掌握动静压气悬浮技术，将这一底层核心零部件做到世界领先。 ...

Core Viewpoint - The company, Sanhua Intelligent Control, has made significant achievements in the automotive parts business, particularly in the field of thermal management for new energy vehicles, and is exploring the application of its thermal management technology in the robotics sector [1] Group 1 - The company is recognized as a leading enterprise in the thermal management components sector [1] - Sanhua Intelligent Control has expanded its business from refrigeration to new energy vehicles, indicating a clear development path [1] - The company is actively laying out its robotics components business based on its expertise in thermal management [1]

Core Viewpoint - The article emphasizes the importance of water environment governance in the ecological protection and high-quality development of Wangniudun Town, Dongguan City, highlighting the efforts made by the local ecological environment bureau to implement rain and sewage diversion projects for industrial enterprises [1][3]. Group 1: Industrial Structure and Challenges - Wangniudun Town's industrial structure is primarily based on traditional industries such as papermaking, component manufacturing, printing, and packaging, while gradually introducing high-tech industries to form a dual-track industrial pattern of "traditional + emerging" [3]. - Many enterprises are facing operational pressures due to the economic environment, making the comprehensive implementation of rain and sewage diversion a significant challenge for ecological governance [3]. Group 2: Party Leadership and Collaborative Efforts - The Wangniudun Bureau has adopted a "one enterprise, one policy" support mechanism to address the challenges faced by enterprises, effectively alleviating their concerns and facilitating the diversion process [3][4]. - The bureau has strengthened collaboration through party branch partnerships, actively engaging with village committees, town departments, and enterprise party branches to enhance the quality and efficiency of rain and sewage diversion efforts [4]. Group 3: Progress and Achievements - The bureau has established a goal-oriented and node-controlled work mechanism, leading to significant progress in the rain and sewage diversion project, with 546 out of 558 registered industrial enterprises completing the diversion, achieving a completion rate of 97.85% [5]. - The previously identified "black and odorous water body" in Jujiang Village has been completely improved, showcasing the effectiveness of the water environment governance efforts under party leadership [5]. Group 4: Future Plans - The Wangniudun Bureau plans to continue deepening the "party building + water governance" model, establishing a long-term mechanism for source investigation, water quality monitoring, and public supervision to maintain the achievements in water governance [6].

Core Insights - The company, Haili Co., Ltd. (600619.SH), participated in a communication event aimed at enhancing investor interaction, focusing on the theme "Communicating Value, Building Confidence for the Future" [1] Financial Performance - In the first half of 2025, the company achieved a revenue of 12.426 billion yuan, representing a year-on-year growth of 13.16% [1] - The net profit attributable to shareholders reached 33.3546 million yuan, showing a significant year-on-year increase of 693.76% [1] - The net profit after deducting non-recurring gains and losses was 22.7257 million yuan, which is an increase of 36.1692 million yuan compared to the previous year [1] Business Highlights - The company leveraged its advantages in core components and the cold and warm connection business to drive sales growth [1] - The automotive parts segment actively improved global operational efficiency, contributing to overall performance growth [1]

Core Viewpoint - The company, Haili Co., Ltd. (600619.SH), reported significant growth in its financial performance for the first half of 2025, showcasing strong revenue and profit increases driven by its core business advantages in automotive components and related sectors [1] Financial Performance - The company achieved a revenue of 12.426 billion yuan, representing a year-on-year increase of 13.16% [1] - The net profit attributable to shareholders reached 33.3546 million yuan, marking a substantial year-on-year growth of 693.76% [1] - The net profit after deducting non-recurring gains and losses was 22.7257 million yuan, which is an increase of 36.1692 million yuan compared to the previous year [1] Business Strategy - The company emphasized leveraging its strengths in the cold and warm connection sectors and core component businesses to enhance product sales [1] - The automotive components segment is actively improving global operational efficiency, contributing to overall performance growth [1]

Group 1 - The capital market in 2025 is influenced by multiple variables, revealing both regulatory determination and industry challenges [2] - A conflict between analysts and fund managers highlights two investment logics: traditional valuation discipline versus growth narratives driven by AI [3] - The stock price of Zhongji Xuchuang dropped by 9.09% following the public dispute, indicating the fragility of confidence in high-valuation assets [3] Group 2 - The reduction of shares by Tonghuashun's chairman, which was framed as "market opportunity sharing," faced backlash from investors due to its timing and context [4] - Investors are advised to scrutinize the true intentions behind share reductions by examining timing, reasoning, and consistency among shareholders [4] Group 3 - The incident involving Guojin Securities during the IPO of Xiangnian Foods exposed significant lapses in the responsibilities of intermediary institutions [5] - The penalties imposed on Guojin Securities serve as a warning to the industry regarding the importance of diligence in capital market entry quality [5] Group 4 - The disparity in broker compensation reflects deeper changes during the industry's transformation, with some firms experiencing salary reductions while others see growth [7] - Investors should consider the core business strengths of brokerage firms rather than just their size when selecting investment services [7] Group 5 - Regulatory enforcement has intensified, with 12 companies facing forced delisting due to financial fraud, marking a significant increase [8] - Continuous regulatory actions are seen as a protective measure for investors, emphasizing the need for compliance and caution against gray market activities [8]

格隆汇9月18日丨华翔股份(603112.SH)公布向不特定对象发行可转换公司债券预案，本次向不特定对象 发行可转换公司债券拟募集资金总额不超过人民币13.08亿元，扣除发行费用后募集资金净额拟用于以 下项目：核心零部件产能提升及产业链延伸项目、智能家居零部件产能提升项目、汽车零部件产能提升 项目、工程机械零部件产能升级项目、补充流动资金及偿还债务。 ...

每经AI快讯，9月18日，华翔股份(603112.SH)公告称，公司拟发行可转换公司债券募集资金总额不超过 13.08亿元，用于核心零部件产能提升及产业链延伸项目、智能家居零部件产能提升项目、汽车零部件 产能提升项目、工程机械零部件产能升级项目即补充流动资金等。 ...

从美湖股份十大流通股东角度 数据显示，永赢基金旗下1只基金位居美湖股份十大流通股东。永赢先进制造智选混合发起A （018124）二季度增持790.73万股，持有股数1012.86万股，占流通股的比例为4.18%。根据测算，今日 浮盈赚取约2289.06万元。 9月17日，美湖股份涨5.32%，截至发稿，报44.71元/股，成交9.65亿元，换手率6.63%，总市值151.63亿 元。 资料显示，湖南美湖智造股份有限公司位于湖南省衡东县城关镇衡岳北路69号，成立日期1994年7月4 日，上市日期2016年11月30日，公司主营业务涉及发动机(或内燃机)系统的关键及重要零部件-泵类产品 的研发、制造和销售。主营业务收入构成为：柴油机机油泵28.57%，新能源车用零部件(新能源车 泵)21.57%，汽油机机油泵15.28%，其他12.11%，电机8.12%，金属冶金制品零部件6.95%，变速箱泵 5.97%，其他(补充)1.43%。 数据显示，永赢基金旗下1只基金重仓美湖股份。永赢新能源智选混合发起A（015828）二季度增持 43.05万股，持有股数52.09万股，占基金净值比例为7.78%，位居第三大重仓股。根 ...