10月9日，豪能股份跌5.23%，截至发稿，报15.76元/股，成交6.59亿元，换手率4.49%，总市值144.96亿 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。 数据显示，中银证券旗下1只基金重仓豪能股份。中银证券远见价值混合A（014179）二季度持有股数 8.12万股，占基金净值比例为2.21%，位居第七大重仓股。根据测算，今日浮亏损失约7.07万元。 责任编辑：小浪快报 中银证券远见价值混合A（014179）成立日期2021年12月24日，最新规模5217.54万。今年以来收益 48.11%，同类排名1448/8238；近一年收益34.07%，同类排名2580/8082；成立以来亏损13.86%。 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 ...

从基金十大重仓股角度 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，万家基金旗下1只基金重仓豪能股份。万家瑞兴A（001518）二季度持有股数24.53万股，占 基金净值比例为4.28%，位居第五大重仓股。根据测算，今日浮亏损失约21.34万元。 责任编辑：小浪快报 万家瑞兴A（001518）成立日期2015年7月23日，最新规模8752.11万。今年以来收益51.31%，同类排名 1230/8238；近一年收益42.97%，同类排名1785/8082；成立以来收益131.53%。 10月9日，豪能股份跌5.23%，截至发稿，报15.76元/股，成交6.58亿元，换手率4.49%，总市值144.96亿 元。 万家瑞兴A（001518）基金经理为汪洋。 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 ...

Company Overview - Haoneng Co., Ltd. is located in Chengdu Economic and Technological Development Zone, established on September 25, 2006, and listed on November 28, 2017. The company specializes in the research, production, and sales of synchronizer components for automotive transmissions [1][2]. Financial Performance - For the first half of 2025, Haoneng achieved operating revenue of 1.253 billion yuan, representing a year-on-year growth of 10.30%. The net profit attributable to shareholders was 184 million yuan, up 13.45% year-on-year [2]. - Since its A-share listing, Haoneng has distributed a total of 626 million yuan in dividends, with 278 million yuan distributed over the past three years [3]. Stock Performance - As of September 25, Haoneng's stock price was 16.24 yuan per share, with a year-to-date increase of 84.71%. Over the last five trading days, the stock has decreased by 2.70%, while it has increased by 7.34% over the last 20 days and 10.48% over the last 60 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 71.99 million yuan [1]. Shareholder Information - As of June 30, 2025, Haoneng had 36,700 shareholders, a decrease of 9.56% from the previous period. The average number of circulating shares per shareholder increased by 48.28% to 23,410 shares [2]. - Among the top ten circulating shareholders, Yongying Advanced Manufacturing Smart Selection Mixed Fund (018124) is the fourth largest with 30.14 million shares, while Penghua Carbon Neutral Theme Mixed Fund (016530) is the ninth largest with 20.09 million shares, both being new shareholders [3]. Business Segments - The main business revenue composition of Haoneng includes synchronizers (48.89%), differentials (21.21%), other components (14.50%), aerospace parts (13.22%), and supplementary items (2.19%) [1].

宏利效率优选混合(LOF)（162207）基金经理为吴华。 截至发稿，吴华累计任职时间11年182天，现任基金资产总规模5.24亿元，任职期间最佳基金回报 75.43%， 任职期间最差基金回报-18.19%。 9月19日，豪能股份跌5.33%，截至发稿，报15.80元/股，成交3.27亿元，换手率2.36%，总市值135.86亿 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，宏利基金旗下1只基金重仓豪能股份。宏利效率优选混合(LOF)（162207）二季度持有股数 162.52万股，占基金净值比例为6.42%，位居第三大重仓股。根据测算，今日浮亏损失约144.64万元。 宏利效率优选混合(LOF)（162207）成立日期2006年5月12日，最新规模3.87亿。今年以来收益17.64%， 同 ...

Group 1 - The stock price of Haoneng Co., Ltd. increased by 5.74% on September 17, reaching 16.76 CNY per share, with a trading volume of 333 million CNY and a turnover rate of 2.31%, resulting in a total market capitalization of 14.411 billion CNY. The stock has risen for four consecutive days, with a cumulative increase of 9.69% during this period [1] - Haoneng Co., Ltd. was established on September 25, 2006, and went public on November 28, 2017. The company specializes in 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 - According to data from the top ten holdings of funds, Wanji Fund has one fund heavily invested in Haoneng Co., Ltd. The Wanji Ruixing A fund (001518) held 245,300 shares in the second quarter, accounting for 4.28% of the fund's net value, making it the fifth-largest holding. The estimated floating profit today is approximately 223,200 CNY, with a total floating profit of 343,400 CNY during the four-day increase [2] - The Wanji Ruixing A fund (001518) was established on July 23, 2015, and has a latest scale of 87.5211 million CNY. Year-to-date returns are 48.06%, ranking 1002 out of 8172 in its category; the one-year return is 74.18%, ranking 1413 out of 7980; and since inception, the return is 126.55% [2]

太平智远三个月定期开放股票发起式（013414）成立日期2021年8月25日，最新规模5.1亿。今年以来收 益43.57%，同类排名668/4222；近一年收益68.37%，同类排名1296/3804；成立以来收益14.54%。 太平智远三个月定期开放股票发起式（013414）基金经理为徐闯、刘金。 截至发稿，徐闯累计任职时间2年75天，现任基金资产总规模8.85亿元，任职期间最佳基金回报 49.78%， 任职期间最差基金回报9.18%。 9月16日，豪能股份涨5.05%，截至发稿，报15.80元/股，成交8.45亿元，换手率6.38%，总市值135.86亿 元。豪能股份股价已经连续3天上涨，区间累计涨幅4.08%。 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，太平基金旗下1只基金重仓豪能股份。 ...

9月16日，豪能股份（维权）盘中上涨2.06%，截至10:10，报15.35元/股，成交2.65亿元，换手率 2.03%，总市值131.99亿元。 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：成飞概念、大飞 机、商业航天（航天航空）、航天军工、铁路基建等。 截至6月30日，豪能股份股东户数3.67万，较上期减少9.56%；人均流通股23410股，较上期增加 48.28%。2025年1月-6月，豪能股份实现营业收入12.53亿元，同比增长10.30%；归母净利润1.84亿元， 同比增长13.45%。 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。 机构持仓方面，截止2025年6月30日，豪能股份十大流通股东中，永赢先进制造智选混合发起A （018124）位居第四大流通股东，持股3013.83万股，为新进股东。鹏华碳中和主题混合A（016530）位 居第九大流通股东，持股2008.83万股，为新进股东。 责任编辑：小浪快报 资金流向方面，主力资金净流出2531.07万元，特大单买入1092.28万元，占比4.12%，卖出1659.88万 元，占比 ...

Core Insights - The event "Intelligent New Ecology, Green New Future" marks the launch of Fast Group's seventh Technology Innovation Week and the brand release of intelligent agricultural machinery, emphasizing the importance of innovation and industry transformation [3][5]. Group 1: Company Overview - Fast Group is recognized as a global leader in automotive transmission systems and high-end equipment manufacturing solutions, showcasing its technological strength and industry position [5]. - The company is entering the intelligent agricultural machinery sector, demonstrating its commitment to breaking foreign brand monopolies and promoting domestic agricultural machinery autonomy [5][9]. Group 2: Product Development - Fast Group has developed a range of intelligent agricultural machinery products designed with platform, modular, and green concepts, supporting the high-end, intelligent, and green development of agricultural equipment [9][19]. - The newly launched products include advanced power machinery and harvesting machinery, featuring high-efficiency transmission technology that enhances operational efficiency and reduces fuel consumption [21][27]. Group 3: Technological Innovations - The company has introduced several industry-leading products, including a CVT (Continuously Variable Transmission) for agricultural machinery, which achieves a 30% increase in overall efficiency and a 31.8% reduction in fuel consumption [21][24]. - Fast Group's new energy agricultural machinery power assembly utilizes advanced energy management strategies, achieving over 37% fuel savings and reducing component count by 20% [24]. Group 4: Collaboration and Research - Fast Group has established the Intelligent Agricultural Machinery Transmission Research Institute in collaboration with Xi'an Jiaotong University and Northwest A&F University, aiming to overcome key technological challenges in intelligent agricultural machinery [31][34]. - The company is actively building partnerships with various manufacturers to promote high-quality development in the agricultural machinery industry [35]. Group 5: Future Vision - Fast Group is committed to accelerating the incubation of original, leading, and forward-looking research results, contributing to the upgrade of China's automotive industry and local economic development [40].

Core Viewpoint - The company reported a revenue of 1.253 billion yuan for 1H25, representing a year-on-year increase of 10.3%, and a net profit attributable to shareholders of 184 million yuan, up 13.5% year-on-year. However, Q2 performance was below expectations due to increased expenses [1][2]. Business Performance - Aerospace and automotive parts businesses achieved revenues of 167 million yuan and 1.087 billion yuan respectively in 1H25, with year-on-year growth rates of 32.2% and 7.6%. The aerospace segment is expected to maintain rapid growth due to competitive advantages and new orders from civil aviation [1]. - The automotive parts segment is projected to see continued growth in differential products, while synchronizer products face short-term pressure due to customer demand adjustments [1]. R&D and Profitability - Increased R&D investment is anticipated to support long-term growth, with Q2 gross margin at 32.1%, a year-on-year increase of 0.1 percentage points. However, the net profit margin for Q2 decreased to 12.6%, down 1.4 and 4.2 percentage points year-on-year and quarter-on-quarter respectively [2]. - Management expenses rose primarily due to increased employee compensation and one-time relocation costs [2]. Strategic Investments - The company plans to invest 100 million yuan in its wholly-owned subsidiary, focusing on the construction of core components for intelligent manufacturing. This investment aims to enhance production capabilities in high-precision gear products for robotics applications [2]. Profit Forecast and Valuation - The company maintains its profit forecast for 2025 and 2026, with the current stock price corresponding to 32 and 25 times P/E for those years. The target price has been raised by 12% to 18.4 yuan, reflecting a 20% upside potential based on the rapid emergence of humanoid robotics business [3].

Group 1 - The core viewpoint of the article is that Haoneng Co., Ltd. reported a revenue increase of 10.30% year-on-year for the first half of 2025, reaching 1.253 billion yuan, along with a net profit growth of 13.45% to 184 million yuan [1][2] - The company's basic earnings per share for the reporting period was 0.22 yuan, with a weighted average return on equity of 5.88% [2] - As of August 29, the company's price-to-earnings ratio (TTM) was approximately 38.11 times, price-to-book ratio (LF) was about 4.21 times, and price-to-sales ratio (TTM) was around 5.42 times [2] Group 2 - The gross profit margin for the first half of 2025 was 32.13%, a decrease of 1.79 percentage points year-on-year, while the net profit margin was 14.63%, an increase of 0.40 percentage points compared to the same period last year [2] - In the second quarter of 2025, the gross profit margin was 32.11%, showing a slight year-on-year decrease of 0.02 percentage points and a quarter-on-quarter decrease of 0.03 percentage points; the net profit margin was 12.56%, down 1.35 percentage points year-on-year and down 4.19 percentage points quarter-on-quarter [2] - The company's operating expenses for the first half of 2025 amounted to 190 million yuan, an increase of 808,700 yuan year-on-year, with an expense ratio of 15.17%, down 1.49 percentage points from the previous year [2] Group 3 - Haoneng Co., Ltd. is located in Chengdu Economic and Technological Development Zone, established on September 25, 2006, and listed on November 28, 2017; its main business involves the research, production, and sales of synchronizer components for automotive transmissions [3] - The revenue composition of the main business includes synchronizers at 52.55%, differentials at 19.92%, other components at 13.56%, aerospace parts at 12.00%, and others at 1.97% [3] - The company belongs to the automotive industry, specifically in the automotive parts sector, and is associated with concepts such as reducers, Xiaomi automotive, Changan automotive, high-speed rail, and automotive components [3]