截至9月30日，豪迈科技股东户数1.81万，较上期增加9.88%；人均流通股43850股，较上期减少8.99%。 2025年1月-9月，豪迈科技实现营业收入80.76亿元，同比增长26.88%；归母净利润17.88亿元，同比增长 26.21%。 分红方面，豪迈科技A股上市后累计派现39.76亿元。近三年，累计派现14.17亿元。 机构持仓方面，截止2025年9月30日，豪迈科技十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股2850.43万股，相比上期增加214.56万股。大成高鑫股票A（000628）位居第六大流通股 东，持股2026.01万股，相比上期减少187.50万股。 责任编辑：小浪快报 12月29日，豪迈科技跌1.04%，成交额2.13亿元。两融数据显示，当日豪迈科技获融资买入额1546.04万 元，融资偿还1248.98万元，融资净买入297.06万元。截至12月29日，豪迈科技融资融券余额合计3.81亿 元。 融资方面，豪迈科技当日融资买入1546.04万元。当前融资余额3.76亿元，占流通市值的0.56%，融资余 额超过近一年60%分位水平，处于较高位。 融券方面，豪迈科技12 ...

投资者关系活动记录表 编号：20251225 |  | 特定对象调研 | □ 分析师会议 | | | | | | --- | --- | --- | --- | --- | --- | --- | | 投资者关系 | □ 媒体采访 | □ 业绩说明会 | | | | | | | □ 新闻发布会 | □ 路演活动 | | | | | | 活动类别  | 现场参观 | | | | | | |  | 其他 （电话会） | | | | | | | | 1、特定对象调研 | | | | | | | | 光大证券 陈佳宁 | 华夏基金 | | 吕佳玮等 | 国投证券 | 欧阳天奕 | | | 国投证券 朱宇航 | 天弘基金 | | 周溪又 | 宁泉资产 | 陈冠群 | | 参与单位名称 | 宁银理财 丁雨婷 | 德邦基金 | | 陈艳妮 | 友安众晟 | 张恒辉 | | 及人员姓名 | 长江证券 屈奇 | 工银瑞信 | | 黄璨等 | | | | | 2、电话会 | | | | | | | | 国金证券 满在朋 | 国金证券 | | 李嘉伦 | 固禾基金 | 纪双路 | | | 月阑投资 宫晓萱 | 建信基金 | ...

证券代码：002595 证券简称：豪迈科技 山东豪迈机械科技股份有限公司 投资者关系活动记录表 编号：20251218 |  | 特定对象调研 分析师会议 | | □ | | | --- | --- | --- | --- | --- | | 投资者关系 | 媒体采访 | □ | □ | 业绩说明会 | | 活动类别 | 新闻发布会 | □ | □ | 路演活动 | |  | 现场参观 | | | | | | 其他 | □ | | | | 参与单位名称 | 汇添富 江健等 中邮基金 沈路遥 重阳投资 张弛 | | 合远基金 | 庄琰 | | 及人员姓名 | 浙商证券 王一帆 中银基金 蔡国栋 银华基金 张珂 | | 国君资管 | 李煜 | | 时间 | 年 月 日 2025 12 17 | | | | | 地点 | 豪迈科技公司接待室 | | | | | 上市公司 | 证券事务代表 赵倩倩 | | | | | 接待人员姓名 | | | | | | | 一、基本情况 | | | | | | 1、轮胎模具业务的产品定价及毛利率情况。 | | | | | | 公司轮胎模具业务有系统的定价机制，会综合考量产品的规 ...

Core Viewpoint - Haomai Technology's stock price has shown a significant increase of 33.22% year-to-date, despite a recent decline of 3.69% over the last five trading days, indicating volatility in the market [1][2]. Financial Performance - For the period from January to September 2025, Haomai Technology achieved a revenue of 8.076 billion yuan, representing a year-on-year growth of 26.88% [2]. - The net profit attributable to shareholders for the same period was 1.788 billion yuan, reflecting a year-on-year increase of 26.21% [2]. Shareholder Information - As of September 30, 2025, the number of shareholders for Haomai Technology reached 18,100, an increase of 9.88% compared to the previous period [2]. - The average number of circulating shares per shareholder was 43,850, which decreased by 8.99% from the previous period [2]. Dividend Distribution - Since its A-share listing, Haomai Technology has distributed a total of 3.976 billion yuan in dividends, with 1.417 billion yuan distributed over the last three years [3]. Major Shareholders - As of September 30, 2025, Hong Kong Central Clearing Limited was the fifth-largest circulating shareholder, holding 28.5043 million shares, an increase of 2.1456 million shares from the previous period [3]. - Dachen Gaoxin Stock A (000628) ranked as the sixth-largest circulating shareholder, holding 20.2601 million shares, a decrease of 1.875 million shares from the previous period [3].

Investment Rating - The report maintains a "Buy" rating for the company [5] Core Insights - The company achieved a revenue of 8.076 billion yuan in the first three quarters of 2025, representing a year-on-year increase of 26.89%. The net profit attributable to shareholders reached 1.788 billion yuan, up 26.21% year-on-year [2] - The company's profitability remains stable, with a gross margin of 33.99%, a slight decrease of 0.95 percentage points year-on-year. The net profit margin was 22.15%, down 0.14 percentage points year-on-year [3] - The demand for large components is strong, and the CNC machine tool business is opening new growth opportunities. The tire mold business remains stable, while the large component machinery products benefit from the booming gas turbine market. The CNC machine tool business saw a significant revenue increase of 145% year-on-year in the first half of 2025 [4] Financial Performance Summary - For 2023A, the total revenue is projected at 7.166 billion yuan, with a year-on-year growth of 7.88%. The net profit attributable to shareholders is expected to be 1.612 billion yuan, reflecting a growth of 34.33% [1] - The company forecasts a total revenue of 11.103 billion yuan for 2025E, with a year-on-year increase of 25.97%. The net profit attributable to shareholders is estimated at 2.513 billion yuan, a growth of 24.95% [1][5] - The earnings per share (EPS) for 2025E is projected to be 3.14 yuan, with a price-to-earnings (P/E) ratio of 18.48 based on the current price [1][5]

Core Viewpoint - Haomai Technology experienced a decline of 1.17% in stock price on October 17, with a trading volume of 155 million yuan, indicating a potential shift in investor sentiment and market dynamics [1]. Financing Summary - On October 17, Haomai Technology had a financing buy-in amount of 13.02 million yuan and a financing repayment of 25.90 million yuan, resulting in a net financing outflow of 12.87 million yuan [1]. - The total financing and securities balance for Haomai Technology reached 491 million yuan, with the current financing balance of 487 million yuan accounting for 1.09% of the circulating market value, which is above the 90th percentile level over the past year, indicating a high level of financing activity [1]. - In terms of securities lending, Haomai Technology repaid 400 shares and sold 2,900 shares on October 17, with a selling amount of 162,100 yuan, while the securities lending balance stood at 4.23 million yuan, below the 40th percentile level over the past year, suggesting a lower level of short-selling activity [1]. Financial Performance - For the first half of 2025, Haomai Technology reported a revenue of 5.265 billion yuan, reflecting a year-on-year growth of 27.25%, and a net profit attributable to shareholders of 1.197 billion yuan, which is a 24.65% increase compared to the previous year [2]. Shareholder and Dividend Information - Since its A-share listing, Haomai Technology has distributed a total of 3.976 billion yuan in dividends, with 1.417 billion yuan distributed over the past three years [3]. - As of June 30, 2025, the number of shareholders increased by 2.82% to 16,500, while the average circulating shares per person decreased by 2.71% to 48,181 shares [2][3]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 26.3588 million shares, a decrease of 558,900 shares from the previous period, while Dacheng Gaoxin Stock A holds 22.1351 million shares, down by 33,900 shares [3].

Core Insights - The stock of Haomai Technology increased by 2.88% on October 15, with a trading volume of 220 million yuan, indicating positive market sentiment towards the company [1] - The company reported a net financing outflow of 6.94 million yuan on the same day, with a total financing and margin balance of 505 million yuan, suggesting a high level of trading activity [1] - For the first half of 2025, Haomai Technology achieved a revenue of 5.265 billion yuan, reflecting a year-on-year growth of 27.25%, and a net profit of 1.197 billion yuan, up 24.65% year-on-year [2] Financing and Margin Data - On October 15, Haomai Technology had a financing buy-in of 10.97 million yuan, with a current financing balance of 500 million yuan, representing 1.10% of its market capitalization [1] - The company’s financing balance is above the 90th percentile of the past year, indicating a high level of investor interest [1] - The margin trading data shows that on October 15, there were no shares repaid, with 1,300 shares sold short, amounting to 74,000 yuan, and a margin balance of 4.1302 million yuan, which is below the 30th percentile of the past year [1] Shareholder and Dividend Information - As of June 30, the number of shareholders of Haomai Technology increased by 2.82% to 16,500, while the average number of circulating shares per shareholder decreased by 2.71% to 48,181 shares [2] - The company has distributed a total of 3.976 billion yuan in dividends since its A-share listing, with 1.417 billion yuan distributed in the last three years [3] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 26.3588 million shares, a decrease of 558,900 shares compared to the previous period [3]

Group 1 - The core viewpoint of the news is that Haomai Technology has seen a continuous increase in stock price, with a 5.9% rise over the last three days, reaching a price of 61.07 yuan per share and a market capitalization of 48.856 billion yuan [1] - Haomai Technology, established on March 31, 1995, specializes in the production and sales of automotive radial tire molds and tire manufacturing equipment, with its main business revenue composition being 49.91% from molds, 36.98% from large component machinery products, 9.62% from CNC machine tools, and 3.49% from other sources [1] - The trading volume for Haomai Technology was 202 million yuan, with a turnover rate of 0.42% [1] Group 2 - Minsheng Jia Yin Fund has a significant holding in Haomai Technology, with its Minsheng Jia Yin CSI 500 Index Enhanced Fund A (012926) holding 9,100 shares, accounting for 0.82% of the fund's net value, making it the third-largest holding [2] - The fund has achieved a year-to-date return of 30.63% and a one-year return of 56.49%, ranking 1705 out of 4220 and 1595 out of 3820 respectively in its category [2] - The fund manager, He Jiang, has a tenure of 14 years and 128 days, with a total fund asset size of 770 million yuan, while the co-manager, Zhou Shuai, has a tenure of 2 years and 106 days, managing assets of 351 million yuan [2]

Group 1 - The core viewpoint of the news is that Haomai Technology has seen a significant increase in its stock price, rising by 5.11% to 61.35 CNY per share, with a total market capitalization of 49.08 billion CNY [1] - Haomai Technology, established on March 31, 1995, and listed on June 28, 2011, specializes in the production and sales of automotive radial tire molds and tire manufacturing equipment, with its main business revenue composition being 49.91% from molds, 36.98% from large component machinery products, 9.62% from CNC machine tools, and 3.49% from other sources [1] Group 2 - From the perspective of fund holdings, Minsheng Jia Yin Fund has a significant position in Haomai Technology, with its Minsheng Jia Yin CSI 500 Index Enhanced Fund holding 9,100 shares, accounting for 0.82% of the fund's net value, making it the third-largest holding [2] - The Minsheng Jia Yin CSI 500 Index Enhanced Fund has achieved a year-to-date return of 27.93% and a one-year return of 59.51%, ranking 1718 out of 4220 and 1578 out of 3814 respectively [2] Group 3 - The fund manager of Minsheng Jia Yin CSI 500 Index Enhanced Fund, He Jiang, has a tenure of 14 years and 127 days, with the fund's total asset size at 770 million CNY and a best return of 60.59% during his tenure [3] - The other fund manager, Zhou Shuai, has a tenure of 2 years and 105 days, with the fund's total asset size at 351 million CNY and a best return of 34.57% during his tenure [3]

Company Overview - Haomai Technology Co., Ltd. is located in Gaomi City, Shandong Province, established on March 31, 1995, and listed on June 28, 2011. The company specializes in the production and sales of automotive radial tire molds and tire manufacturing equipment, along with related technology development [1]. - The main business revenue composition includes molds (49.91%), large component machinery products (36.98%), CNC machine tools (9.62%), and others (3.49%) [1]. Financial Performance - As of June 30, 2025, Haomai Technology achieved operating revenue of 5.265 billion yuan, representing a year-on-year growth of 27.25%. The net profit attributable to the parent company was 1.197 billion yuan, with a year-on-year increase of 24.65% [2]. - Since its A-share listing, the company has distributed a total of 3.976 billion yuan in dividends, with 1.417 billion yuan distributed over the past three years [3]. Stock Market Activity - On September 16, Haomai Technology's stock price decreased by 2.02%, trading at 58.32 yuan per share, with a total market capitalization of 46.656 billion yuan [1]. - The stock has seen a year-to-date increase of 17.13%, a decline of 4.74% over the last five trading days, a slight increase of 0.36% over the last 20 days, and a decrease of 3.87% over the last 60 days [1]. - As of June 30, 2025, the number of shareholders increased by 2.82% to 16,500, while the average circulating shares per person decreased by 2.71% to 48,181 shares [2]. Shareholder Information - As of June 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited, holding 26.3588 million shares (a decrease of 558,900 shares), and Dacheng Gaoxin Stock A, holding 22.1351 million shares (a decrease of 339,000 shares) [3].