10月31日，迈为股份盘中下跌2.04%，截至13:49，报106.54元/股，成交4.41亿元，换手率2.10%，总市 值297.68亿元。 截至9月30日，迈为股份股东户数3.31万，较上期增加4.48%；人均流通股5840股，较上期减少4.28%。 2025年1月-9月，迈为股份实现营业收入62.04亿元，同比减少20.13%；归母净利润6.63亿元，同比减少 12.56%。 分红方面，迈为股份A股上市后累计派现13.49亿元。近三年，累计派现10.13亿元。 机构持仓方面，截止2025年9月30日，迈为股份十大流通股东中，睿远成长价值混合A（007119）位居 第六大流通股东，持股600.52万股，相比上期减少90.59万股。香港中央结算有限公司位居第七大流通股 东，持股472.32万股，相比上期减少67.93万股。易方达创业板ETF（159915）位居第八大流通股东，持 股322.43万股，相比上期减少54.14万股。南方中证500ETF（510500）位居第十大流通股东，持股 205.42万股，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1637.94万元，特大单买入3999.9 ...

Core Viewpoint - The stock of Maiwei Co., Ltd. has shown fluctuations with a recent increase of 2.10%, while the company faces a decline in revenue and profit year-on-year [1][2]. Group 1: Stock Performance - As of October 21, Maiwei's stock price reached 100.77 CNY per share, with a market capitalization of 28.156 billion CNY [1]. - Year-to-date, the stock has decreased by 3.16%, with a 6.04% drop over the last five trading days, but has increased by 9.20% over the last 20 days and 38.65% over the last 60 days [1]. Group 2: Financial Performance - For the first half of 2025, Maiwei reported a revenue of 4.213 billion CNY, a year-on-year decrease of 13.48%, and a net profit attributable to shareholders of 394 million CNY, down 14.59% year-on-year [2]. - Cumulatively, the company has distributed 1.349 billion CNY in dividends since its A-share listing, with 1.013 billion CNY distributed over the last three years [3]. Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders increased by 14.86% to 31,700, while the average number of circulating shares per person decreased by 12.36% to 6,102 shares [2]. - The top ten circulating shareholders include notable funds, with the fifth-largest being Ruiyuan Growth Value Mixed A, holding 6.9111 million shares, a decrease of 1.1106 million shares from the previous period [3].

财通资管臻享成长混合A（016605）成立日期2023年3月2日，最新规模1.89亿。今年以来收益35.67%， 同类排名2358/8162；近一年收益49.59%，同类排名1317/8015；成立以来收益24.34%。 财通资管臻享成长混合A（016605）基金经理为陈李。 截至发稿，陈李累计任职时间2年335天，现任基金资产总规模2.39亿元，任职期间最佳基金回报 28.67%， 任职期间最差基金回报-26.36%。 10月14日，迈为股份涨5.34%，截至发稿，报115.03元/股，成交3.99亿元，换手率1.82%，总市值321.40 亿元。 资料显示，苏州迈为科技股份有限公司位于江苏省苏州市吴江区芦荡路228号;江苏省苏州市吴江区大兢 路8号，成立日期2010年9月8日，上市日期2018年11月9日，公司主营业务涉及高端智能制造装备的设 计、研发、生产与销售。主营业务收入构成为：太阳能电池成套生产设备75.00%，单机18.10%，配件 及其他6.90%。 从基金十大重仓股角度 数据显示，财通证券资管旗下1只基金重仓迈为股份。财通资管臻享成长混合A（016605）二季度持有 股数26.1万股，与上期 ...

Group 1 - The core viewpoint of the news is that Maiwei Co., Ltd. has seen a stock price increase of 5.34%, reaching 115.03 CNY per share, with a total market capitalization of 32.14 billion CNY [1] - Maiwei Co., Ltd. specializes in high-end intelligent manufacturing equipment, with its main business revenue composition being 75.00% from solar cell production equipment, 18.10% from single machines, and 6.90% from parts and others [1] Group 2 - Among the top ten circulating shareholders of Maiwei Co., Ltd., E Fund's Chuangye ETF (159915) increased its holdings by 52,400 shares in the second quarter, now holding 3.77 million shares, which is 1.96% of the circulating shares [2] - The E Fund Chuangye ETF (159915) has a total scale of 85.54 billion CNY and has achieved a return of 45.52% this year, ranking 822 out of 4220 in its category [2] Group 3 - The fund managers of E Fund Chuangye ETF are Cheng Xi and Liu Shurong, with Cheng Xi having a tenure of 9 years and 163 days and a total fund size of 195.31 billion CNY, achieving a best return of 131.04% during his tenure [3] - Liu Shurong has a tenure of 8 years and 91 days with a fund size of 112.30 billion CNY, achieving a best return of 194.12% during his tenure [3]

9月25日，迈为股份涨5.02%，截至发稿，报100.50元/股，成交7.40亿元，换手率3.87%，总市值280.80 亿元。 资料显示，苏州迈为科技股份有限公司位于江苏省苏州市吴江区芦荡路228号;江苏省苏州市吴江区大兢 路8号，成立日期2010年9月8日，上市日期2018年11月9日，公司主营业务涉及高端智能制造装备的设 计、研发、生产与销售。主营业务收入构成为：太阳能电池成套生产设备75.00%，单机18.10%，配件 及其他6.90%。 截至发稿，陈李累计任职时间2年316天，现任基金资产总规模2.39亿元，任职期间最佳基金回报 29.38%， 任职期间最差基金回报-26.36%。 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，财通证券资管旗下1只基金重仓迈为股份。财通资管臻享成长混合A（016605）二季度持有 股数26.1万股，与上期相比持股数量不变，占基金净值比例为7.6%，位居第二大重仓股。根据测算，今 日浮盈赚取约125 ...

Group 1 - The core viewpoint of the news is that Maiwei Co., Ltd. has seen a significant increase in its stock price, rising by 5.02% to reach 100.50 CNY per share, with a trading volume of 739 million CNY and a turnover rate of 3.86%, resulting in a total market capitalization of 28.08 billion CNY [1] - Maiwei Co., Ltd. specializes in high-end intelligent manufacturing equipment, with its main business revenue composition being 75.00% from complete solar cell production equipment, 18.10% from single machines, and 6.90% from parts and others [1] Group 2 - Among the top ten circulating shareholders of Maiwei Co., Ltd., E Fund's ETF (159915) increased its holdings by 52,400 shares in the second quarter, bringing its total to 3.7657 million shares, which accounts for 1.96% of the circulating shares [2] - The E Fund's ETF (159915) has achieved a year-to-date return of 50.48%, ranking 627 out of 4220 in its category, and a one-year return of 99.29%, ranking 526 out of 3820 [2] Group 3 - The fund managers of E Fund's ETF (159915) are Cheng Xi and Liu Shurong, with Cheng having a tenure of 9 years and 144 days and a total fund asset size of 195.31 billion CNY, achieving a best return of 131.04% during his tenure [3] - Liu Shurong has a tenure of 8 years and 72 days with a total fund asset size of 112.30 billion CNY, achieving a best return of 194.12% during his tenure [3]

Core Viewpoint - Maimai Co., Ltd. has experienced fluctuations in stock price and financial performance, with a notable decrease in revenue and net profit in the first half of 2025, while also showing some recent stock price recovery [1][2]. Financial Performance - As of June 30, 2025, Maimai Co., Ltd. reported a revenue of 4.213 billion yuan, a year-on-year decrease of 13.48% [2]. - The net profit attributable to shareholders for the same period was 394 million yuan, down 14.59% year-on-year [2]. - Cumulative cash dividends since the company's A-share listing amount to 1.349 billion yuan, with 1.013 billion yuan distributed over the past three years [3]. Stock Market Activity - On September 18, 2023, Maimai's stock price increased by 2.07%, reaching 93.19 yuan per share, with a trading volume of 286 million yuan and a turnover rate of 1.62% [1]. - The company has a total market capitalization of 26.038 billion yuan [1]. - Year-to-date, Maimai's stock price has decreased by 10.44%, but it has seen a 16.70% increase over the past 20 days and a 38.26% increase over the past 60 days [1]. Shareholder Information - As of June 30, 2025, the number of shareholders increased by 14.86% to 31,700, while the average number of tradable shares per person decreased by 12.36% to 6,102 shares [2]. - The top ten circulating shareholders include notable funds, with changes in holdings observed among major institutional investors [3].

9月11日，迈为股份盘中上涨2.03%，截至11:27，报92.35元/股，成交3.32亿元，换手率1.89%，总市值 258.03亿元。 资金流向方面，主力资金净流入159.10万元，特大单买入1189.95万元，占比3.58%，卖出2388.99万元， 占比7.20%；大单买入8169.90万元，占比24.61%，卖出6811.76万元，占比20.52%。 责任编辑：小浪快报 迈为股份所属申万行业为：电力设备-光伏设备-光伏加工设备。所属概念板块包括：高派息、钙钛矿电 池、送转填权、HJT电池、锂电池等。 截至6月30日，迈为股份股东户数3.17万，较上期增加14.86%；人均流通股6102股，较上期减少 12.36%。2025年1月-6月，迈为股份实现营业收入42.13亿元，同比减少13.48%；归母净利润3.94亿元， 同比减少14.59%。 分红方面，迈为股份A股上市后累计派现13.49亿元。近三年，累计派现10.13亿元。 机构持仓方面，截止2025年6月30日，迈为股份十大流通股东中，睿远成长价值混合A（007119）位居 第五大流通股东，持股691.11万股，相比上期减少111.06万股。香港 ...

Group 1 - The core viewpoint of the news is that Maiwei Co., Ltd. has seen a significant increase in its stock price, reflecting positive market sentiment and investor interest [1] - As of September 5, the stock price of Maiwei Co., Ltd. rose by 5.05%, reaching 98.51 CNY per share, with a trading volume of 422 million CNY and a turnover rate of 2.27%, resulting in a total market capitalization of 27.524 billion CNY [1] - The company, established on September 8, 2010, specializes in high-end intelligent manufacturing equipment, with its main business revenue composition being 75% from solar cell production equipment, 18.1% from single machines, and 6.9% from parts and others [1] Group 2 - From the perspective of fund holdings, one fund under Caitong Securities Asset Management has a significant position in Maiwei Co., Ltd., with the Caitong Asset Management Zhenxiang Growth Mixed A Fund holding 261,000 shares, unchanged from the previous period, accounting for 7.6% of the fund's net value [2] - The Caitong Asset Management Zhenxiang Growth Mixed A Fund, established on March 2, 2023, has a current scale of 189 million CNY and has achieved a year-to-date return of 19.84%, ranking 3118 out of 8178 in its category [2] - The fund has also recorded a one-year return of 53.22%, ranking 1811 out of 7978, and a cumulative return since inception of 9.83% [2]

业绩简评 2025 年 4 月 28 日，公司发布 2024 年年报及 2025 年一季报。2024 全年公司实现营业收入 98.30 亿元，同比+21.53%；实现归母净利 润 9.26 亿元，同比+1.31%；2025 年一季度实现营业收入 22.29 亿 元，同比+0.47%，实现归母净利润 1.62 亿元，同比-37.69%，业绩 符合预期。 经营分析 大额减值拖累 24 年及 25Q1 业绩，持续推进 HJT 工艺进步：公司 2024 年全年计提减值 5.2 亿元，其中信用减值 3.9 亿元，较 2023 年同期增加 297%；2025Q1 计提信用减值 1.8 亿元，主要是受行业 影响公司部分订单执行放缓或停滞及个别客户继续履约能力较弱 所致。根据公司年报，公司太阳能电池成套生产设备毛利率 27.8%， 同比+2.4PCT，单机毛利率 23.8%，同比+0.8PCT，光伏行业总体毛 利率为 28.0%，同比+1.9PCT,尽管光伏行业当前景气度欠佳，但公 司仍然通过较强的产品竞争力及优化产品结构实现了毛利率的企 稳。在光伏领域，公司前瞻布局 HJT 电池设备领域并逐步放量成 为新的业绩增长点，一方 ...