融券方面，豪能股份1月7日融券偿还0.00股，融券卖出2.10万股，按当日收盘价计算，卖出金额29.80万 元；融券余量10.57万股，融券余额149.99万元。 资料显示，成都豪能科技股份有限公司位于四川省成都经济技术开发区南二路288号，成立日期2006年9 月25日，上市日期2017年11月28日，公司主营业务涉及汽车变速器用同步器组件的研发、生产和销售。 主营业务收入构成为：同步器48.89%，差速器21.21%，其他14.50%，航空零部件13.22%，其他(补 充)2.19%。 1月7日，豪能股份涨0.21%，成交额6.11亿元。两融数据显示，当日豪能股份获融资买入额7486.37万 元，融资偿还6408.75万元，融资净买入1077.62万元。截至1月7日，豪能股份融资融券余额合计4.96亿 元。 融资方面，豪能股份当日融资买入7486.37万元。当前融资余额4.94亿元，占流通市值的3.78%。 截至9月30日，豪能股份股东户数5.09万，较上期增加38.63%；人均流通股18072股，较上期减少 22.80%。2025年1月-9月，豪能股份实现营业收入18.95亿元，同比增长12.25%；归 ...

东方策略成长混合（400007）成立日期2008年6月3日，最新规模1.26亿。今年以来收益10.77%，同类排 名5676/8087；近一年收益9.52%，同类排名5752/8085；成立以来收益258.76%。 东方策略成长混合（400007）基金经理为王芳玲。 12月30日，豪能股份跌1.55%，截至发稿，报13.98元/股，成交1688.04万元，换手率0.13%，总市值 128.66亿元。 资料显示，成都豪能科技股份有限公司位于四川省成都经济技术开发区南二路288号，成立日期2006年9 月25日，上市日期2017年11月28日，公司主营业务涉及汽车变速器用同步器组件的研发、生产和销售。 主营业务收入构成为：同步器48.89%，差速器21.21%，其他14.50%，航空零部件13.22%，其他(补 充)2.19%。 从基金十大重仓股角度 数据显示，东方基金旗下1只基金重仓豪能股份。东方策略成长混合（400007）三季度持有股数17万 股，占基金净值比例为2.24%，位居第五大重仓股。根据测算，今日浮亏损失约3.74万元。 截至发稿，王芳玲累计任职时间3年362天，现任基金资产总规模3.87亿元，任职 ...

截至9月30日，豪能股份股东户数5.09万，较上期增加38.63%；人均流通股18072股，较上期减少 22.80%。2025年1月-9月，豪能股份实现营业收入18.95亿元，同比增长12.25%；归母净利润2.66亿元， 同比增长9.11%。 分红方面，豪能股份A股上市后累计派现6.26亿元。近三年，累计派现2.78亿元。 今年以来豪能股份已经3次登上龙虎榜，最近一次登上龙虎榜为5月8日，当日龙虎榜净买入7199.14万 元；买入总计1.29亿元 ，占总成交额比45.64%；卖出总计5676.96万元 ，占总成交额比20.12%。 资料显示，成都豪能科技股份有限公司位于四川省成都经济技术开发区南二路288号，成立日期2006年9 月25日，上市日期2017年11月28日，公司主营业务涉及汽车变速器用同步器组件的研发、生产和销售。 主营业务收入构成为：同步器48.89%，差速器21.21%，其他14.50%，航空零部件13.22%，其他(补 充)2.19%。 豪能股份所属申万行业为：汽车-汽车零部件-底盘与发动机系统。所属概念板块包括：减速器、人形机 器人、汽车零部件、长安汽车概念、机器人概念等。 12月2日 ...

Core Viewpoint - Haoneng Co., Ltd. experienced a stock price decline of 2.03% on November 19, with a current price of 12.05 CNY per share and a total market capitalization of 11.089 billion CNY [1] Financial Performance - For the period from January to September 2025, Haoneng achieved a revenue of 1.895 billion CNY, representing a year-on-year growth of 12.25%, and a net profit attributable to shareholders of 266 million CNY, up 9.11% year-on-year [2] - The company has distributed a total of 626 million CNY in dividends since its A-share listing, with 278 million CNY distributed over the past three years [3] Stock Market Activity - Year-to-date, Haoneng's stock price has increased by 37.06%, but it has seen a decline of 3.06% over the last five trading days, 9.87% over the last twenty days, and 27.97% over the last sixty days [1] - The company has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on May 8, where it recorded a net purchase of 71.9914 million CNY [1] Shareholder Information - As of September 30, 2025, Haoneng had 50,900 shareholders, an increase of 38.63% from the previous period, with an average of 18,072 circulating shares per shareholder, down 22.80% [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the ninth largest with 13.3616 million shares, while Penghua Carbon Neutral Theme Mixed A is the tenth largest with 10.6857 million shares, having decreased its holdings by 9.4027 million shares [3] Business Overview - Haoneng Co., Ltd. specializes in the research, production, and sales of synchronizer components for automotive transmissions, with its main business revenue composition being: synchronizers 48.89%, differentials 21.21%, other components 14.50%, aerospace parts 13.22%, and others 2.19% [1] - The company operates within the automotive industry, specifically in the automotive parts sector, focusing on chassis and engine systems [2]

Core Viewpoint - Haoneng Co., Ltd. has shown a significant stock price increase of 54.91% year-to-date, despite recent fluctuations in trading performance [1][2] Financial Performance - For the period from January to September 2025, Haoneng reported revenue of 1.895 billion yuan, reflecting a year-on-year growth of 12.25% [2] - The net profit attributable to the parent company for the same period was 266 million yuan, representing a year-on-year increase of 9.11% [2] Stock Market Activity - As of November 6, Haoneng's stock price was 13.62 yuan per share, with a market capitalization of 12.534 billion yuan [1] - The stock has experienced a recent trading volume of 254 million yuan, with a turnover rate of 2.06% [1] - The stock has appeared on the "Dragon and Tiger List" three times this year, with the most recent net purchase on May 8 amounting to 71.9914 million yuan [1] Shareholder Information - As of September 30, the number of shareholders increased by 38.63% to 50,900, while the average circulating shares per person decreased by 22.80% to 18,072 shares [2] - The top ten circulating shareholders include new entrants such as Hong Kong Central Clearing Limited, holding 13.3616 million shares [3] Business Overview - Haoneng specializes in the research, production, and sales of synchronizer components for automotive transmissions, with its main revenue sources being synchronizers (48.89%), differentials (21.21%), and aerospace components (13.22%) [1][2]

Core Viewpoint - The stock of Haoneng Co., Ltd. has experienced fluctuations, with a recent decline of 2.00% and a year-to-date increase of 50.14% [1][2]. Financial Performance - For the period from January to September 2025, Haoneng achieved a revenue of 1.895 billion yuan, representing a year-on-year growth of 12.25%, and a net profit attributable to shareholders of 266 million yuan, up 9.11% year-on-year [2]. - The company has distributed a total of 626 million yuan in dividends since its A-share listing, with 278 million yuan distributed over the past three years [3]. Stock Market Activity - As of November 4, the stock price was 13.20 yuan per share, with a total market capitalization of 12.148 billion yuan [1]. - The stock has seen significant trading activity, with a net outflow of 7.71 million yuan in principal funds and notable buying and selling volumes [1]. Shareholder Information - As of September 30, 2025, the number of shareholders increased by 38.63% to 50,900, while the average circulating shares per person decreased by 22.80% to 18,072 shares [2]. - The top ten circulating shareholders include new entrants and changes in holdings, with Hong Kong Central Clearing Limited being the ninth largest shareholder [3].

Core Viewpoint - The company has deepened its presence in the bearing industry for decades and is positioned as a leading player in the sector, with a significant rebound in performance since 2022, projecting a profitable trajectory into 2024 and beyond [2][24]. Group 1: Bearing Business Performance - The bearing segment is the company's primary business, benefiting from the continuous growth in China's automotive production and sales, as well as the increasing penetration of new energy vehicles, leading to a rise in both volume and price [3][59]. - The average selling price (ASP) of bearings increased from 8.42 to 9.56 yuan/set, with bearing revenue reaching 742 million yuan in the first half of 2025, a year-on-year increase of 22.84% [3][59]. - The synchronizer and planetary gear business, the second-largest segment, has seen a rebound in profitability, with a gross margin of 25.59% in the first half of 2025, up 5.08 percentage points year-on-year [3][74]. Group 2: Automotive Electronics and PCB Business - The company entered the automotive electronics sector in 2020, with revenue from PCB (FPC) steadily increasing, and gross margin improving from -98.17% to -17.18% by the first half of 2025 [5][94]. - The expansion into AI wearable devices has been initiated, with multiple leading companies already engaged, and production expected to ramp up between 2025 and 2027 [5][97]. - The automotive electronics market is projected to grow significantly, with the Chinese automotive electronics market expected to reach 1.51 trillion yuan by 2028, growing at a CAGR of approximately 7.5% from 2022 to 2028 [88][94]. Group 3: Low-altitude Economy and Robotics - The eVTOL (electric vertical takeoff and landing) segment is a crucial part of the low-altitude economy, with a projected market size of 41 billion USD by 2040 in China, driven by the overlap with the automotive supply chain [6][109]. - The company has secured projects with leading domestic new energy vehicle manufacturers for flying car initiatives, with some projects expected to enter mass production by 2026 [6][109]. - The robotics segment is being developed with a focus on core components, leveraging existing technology and customer relationships to become a key supplier in the low-altitude economy and robotics industries [6][114]. Group 4: Profit Forecast and Investment Rating - The company is expected to achieve revenues of 2.774 billion, 3.700 billion, and 4.795 billion yuan from 2025 to 2027, with net profits of 108 million, 218 million, and 363 million yuan respectively, indicating a strong recovery in profitability [7][30]. - The current market capitalization corresponds to a PE ratio of 73, 36, and 22 times for 2025 to 2027, reflecting the company's potential for growth in the bearing sector and emerging industries [7][30].

Group 1 - The core point of the news is that Haoneng Co., Ltd. experienced a 5.06% drop in stock price, closing at 14.07 yuan per share, with a trading volume of 665 million yuan and a turnover rate of 4.97%, resulting in a total market capitalization of 12.948 billion yuan [1] - Haoneng Co., Ltd. is based in Chengdu, Sichuan Province, and was established on September 25, 2006. It was listed on November 28, 2017. The company's main business involves the research, production, and sales of synchronizer components for automotive transmissions [1] - The revenue composition of Haoneng Co., Ltd. includes synchronizers at 48.89%, differentials at 21.21%, other components at 14.50%, aerospace parts at 13.22%, and additional items at 2.19% [1] Group 2 - From the perspective of fund holdings, a fund under Bank of China Securities has heavily invested in Haoneng Co., Ltd. The fund, BOC Securities Vision Value Mixed A (014179), held 81,200 shares in the second quarter, accounting for 2.21% of the fund's net value, making it the seventh-largest holding [2] - The BOC Securities Vision Value Mixed A (014179) fund was established on December 24, 2021, with a latest scale of 52.1754 million yuan. It has achieved a year-to-date return of 46.48%, ranking 1296 out of 8162 in its category, and a one-year return of 40.62%, ranking 2016 out of 8015 [2] - The fund manager of BOC Securities Vision Value Mixed A (014179) is Liu Hang, who has been in the position for 2 years and 296 days. The total asset size of the fund is 11.8 million yuan, with the best return during his tenure being -4.89% and the worst being -8.86% [3]

Group 1 - The core point of the news is that Haoneng Co., Ltd. experienced a stock decline of 5.06%, with a current share price of 14.07 yuan and a total market capitalization of 12.948 billion yuan [1] - Haoneng Co., Ltd. specializes in the research, production, and sales of synchronizer components for automotive transmissions, with its main business revenue composition being: synchronizers 48.89%, differentials 21.21%, other components 14.50%, aerospace parts 13.22%, and others 2.19% [1] Group 2 - From the perspective of fund holdings, Guoshou Anbao Fund has a significant position in Haoneng Co., Ltd., with its Guoshou Anbao Stable Mixed Fund holding 532,600 shares, accounting for 3.57% of the fund's net value [2] - The Guoshou Anbao Stable Mixed Fund has a total scale of 228 million yuan and has achieved a year-to-date return of 26.98%, ranking 3501 out of 8162 in its category [2] Group 3 - The fund manager of Guoshou Anbao Stable Mixed Fund is Yan Yang, who has been in the position for 1 year and 292 days, with the fund's total asset scale currently at 238 million yuan [3] - During Yan Yang's tenure, the best fund return was 19.87%, while the worst return was 8.22% [3]

Group 1 - The core point of the news is that Haoneng Co., Ltd. experienced a stock price decline of 5.23%, trading at 15.76 CNY per share, with a total market capitalization of 14.496 billion CNY as of the report date [1] - Haoneng Co., Ltd. is primarily engaged in the research, production, and sales of synchronizer components for automotive transmissions, with its main business revenue composition being: synchronizers 48.89%, differentials 21.21%, other components 14.50%, aerospace parts 13.22%, and others 2.19% [1] Group 2 - According to data from the top ten holdings of funds, one fund under Bank of China Securities holds Haoneng shares, specifically the Bank of China Securities Vision Value Mixed A fund, which held 81,200 shares, accounting for 2.21% of the fund's net value, ranking as the seventh largest holding [2] - The Bank of China Securities Vision Value Mixed A fund has a total scale of 52.1754 million CNY and has achieved a year-to-date return of 48.11%, ranking 1448 out of 8238 in its category [2]