宝盈新锐混合A（001543）成立日期2015年11月4日，最新规模1.32亿。今年以来收益40.39%，同类排 名2023/8085；近一年收益36.44%，同类排名2177/8085；成立以来收益214.9%。 12月31日，泰禾智能涨1.05%，截至发稿，报23.04元/股，成交4446.16万元，换手率1.07%，总市值 42.25亿元。 资料显示，合肥泰禾智能科技集团股份有限公司位于安徽省合肥市经济技术开发区桃花工业园拓展区玉 兰大道66号，成立日期2004年12月10日，上市日期2017年3月21日，公司主营业务涉及智能检测分选装 备、工业机器人及自动化成套装备、智能包装装备研发、生产和销售。主营业务收入构成为：智能检测 分选装备84.84%，智能包装装备8.73%，其他(补充)6.44%。 从基金十大重仓股角度 数据显示，宝盈基金旗下1只基金重仓泰禾智能。宝盈新锐混合A（001543）三季度持有股数7.59万股， 占基金净值比例为1.13%，位居第三大重仓股。根据测算，今日浮盈赚取约1.82万元。 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 ...

今年以来泰禾智能已经1次登上龙虎榜，最近一次登上龙虎榜为9月8日，当日龙虎榜净买入2755.00万 元；买入总计6700.40万元 ，占总成交额比26.66%；卖出总计3945.40万元 ，占总成交额比15.70%。 资料显示，合肥泰禾智能科技集团股份有限公司位于安徽省合肥市经济技术开发区桃花工业园拓展区玉 兰大道66号，成立日期2004年12月10日，上市日期2017年3月21日，公司主营业务涉及智能检测分选装 备、工业机器人及自动化成套装备、智能包装装备研发、生产和销售。主营业务收入构成为：智能检测 分选装备84.84%，智能包装装备8.73%，其他(补充)6.44%。 泰禾智能所属申万行业为：机械设备-专用设备-其他专用设备。所属概念板块包括：小盘、储能、增持 回购、机械、工业4.0等。 截至9月30日，泰禾智能股东户数1.76万，较上期增加14.47%；人均流通股10415股，较上期减少 12.64%。2025年1月-9月，泰禾智能实现营业收入4.19亿元，同比增长3.97%；归母净利润2877.93万元， 同比增长46.28%。 11月17日，泰禾智能盘中下跌2.11%，截至10:08，报24.08 ...

Core Viewpoint - 泰禾智能 has shown a significant increase in stock price and financial performance, indicating potential growth opportunities in the machinery and automation sector [1][2]. Financial Performance - As of September 30, 泰禾智能 achieved a revenue of 419 million yuan, representing a year-on-year growth of 3.97% [2]. - The net profit attributable to shareholders for the same period was 28.78 million yuan, reflecting a substantial year-on-year increase of 46.28% [2]. - The company has distributed a total of 140 million yuan in dividends since its A-share listing, with 36.10 million yuan distributed over the past three years [3]. Stock Market Activity - On November 11, 泰禾智能's stock price rose by 2.52%, reaching 24.85 yuan per share, with a total market capitalization of 4.557 billion yuan [1]. - The stock has increased by 31.68% year-to-date, with a 0.40% rise over the last five trading days and a 13.63% increase over the last 20 days [1]. - The company has appeared on the龙虎榜 once this year, with a net buy of 27.55 million yuan on September 8 [1]. Shareholder Information - As of September 30, 泰禾智能 had 17,600 shareholders, an increase of 14.47% from the previous period [2]. - The average number of circulating shares per shareholder decreased by 12.64% to 10,415 shares [2]. Business Overview - 泰禾智能, established in December 2004 and listed in March 2017, specializes in the research, production, and sales of intelligent detection and sorting equipment, industrial robots, and automated complete equipment [1]. - The revenue composition of the company includes 84.84% from intelligent detection and sorting equipment, 8.73% from intelligent packaging equipment, and 6.44% from other sources [1].

Company Overview - Hefei Taihe Intelligent Technology Group Co., Ltd. is located in Hefei, Anhui Province, and was established on December 10, 2004. The company went public on March 21, 2017. Its main business involves the research, production, and sales of intelligent detection and sorting equipment, industrial robots, and automated complete equipment, as well as intelligent packaging equipment [2]. Business Performance - For the period from January to September 2025, the company achieved operating revenue of 419 million yuan, representing a year-on-year growth of 3.97%. The net profit attributable to the parent company was 28.78 million yuan, showing a significant year-on-year increase of 46.28% [2]. - The revenue composition of the main business includes 84.84% from intelligent detection and sorting equipment, 8.73% from intelligent packaging equipment, and 6.44% from other sources [2]. Stock Performance - As of November 7, the stock price of Taihe Intelligent decreased by 2.04%, trading at 24.55 yuan per share, with a total market capitalization of 4.502 billion yuan. The stock has increased by 30.09% year-to-date, with a 4.78% rise over the last five trading days, 8.20% over the last 20 days, and 25.77% over the last 60 days [1]. - The company has seen a net outflow of 6.146 million yuan in principal funds, with significant buying and selling activity from large orders [1]. Shareholder Information - As of September 30, the number of shareholders for Taihe Intelligent was 17,600, an increase of 14.47% from the previous period. The average circulating shares per person decreased by 12.64% to 10,415 shares [2]. Dividend Information - Since its A-share listing, Taihe Intelligent has distributed a total of 140 million yuan in dividends, with 36.1 million yuan distributed over the past three years [3].

Core Viewpoint - Taihe Intelligent plans to acquire 100% equity of Anhui Sunshine Yuchu New Energy Co., Ltd. from its controlling shareholder Sunshine New Energy for no more than 50 million yuan, despite the target company facing high debt and significant losses [1][2]. Group 1: Acquisition Details - The acquisition involves a company that has a debt ratio exceeding 80% and a net loss of over 22 million yuan in the first quarter of this year [1]. - Taihe Intelligent reported a net profit of only 2.09 million yuan in the same period, indicating potential financial challenges due to the acquisition [1][3]. - The target company, Sunshine Yuchu, primarily engages in energy storage projects for commercial users, providing necessary services to save energy costs [2][3]. Group 2: Financial Impact - In 2024, Sunshine Yuchu is expected to generate revenue of 19.78 million yuan, accounting for 3.51% of Taihe Intelligent's total revenue, while in the first quarter of 2025, it is projected to contribute 15% [3]. - Sunshine Yuchu is anticipated to incur a net loss of 6.13 million yuan in 2024 and 22.66 million yuan in the first quarter of 2025, which may negatively impact Taihe Intelligent's financial performance [3]. Group 3: Business Risks and Competition - The company acknowledges significant cross-industry operational risks due to its lack of experience in energy storage, raising concerns about the integration of the new business [1][6]. - There are questions regarding potential competition between Taihe Intelligent and Sunshine New Energy, as both are involved in the energy sector, and the independence of Sunshine Yuchu's operations post-acquisition is uncertain [5][6]. - Sunshine New Energy has a broad investment portfolio in the renewable energy sector, which may complicate the competitive landscape following the acquisition [5][6].