9月24日，万丰奥威涨5.5%，截至发稿，报19.57元/股，成交34.94亿元，换手率8.70%，总市值415.53亿 元。 资料显示，浙江万丰奥威汽轮股份有限公司位于浙江省新昌县工业区，成立日期2001年9月30日，上市 日期2006年11月28日，公司主营业务涉及以"铝合金-镁合金-高强度钢"为主线的汽车金属部件轻量化业 务;集自主研发、设计、制造、销售服务等于一体的专业通用飞机制造业务。主营业务收入构成为：汽 车金属轻量化零部件80.82%，通航飞机制造19.18%。 从基金十大重仓股角度 责任编辑：小浪快报 数据显示，德邦基金旗下1只基金重仓万丰奥威。德邦新兴产业混合发起式A（023674）二季度增持4.15 万股，持有股数8.45万股，占基金净值比例为5.4%，位居第六大重仓股。根据测算，今日浮盈赚取约 8.62万元。 德邦新兴产业混合发起式A（023674）成立日期2025年3月25日，最新规模1305.68万。成立以来收益 10.12%。 德邦新兴产业混合发起式A（023674）基金经理为袁之渿。 截至发稿，袁之渿累计任职时间184天，现任基金资产总规模2487.01万元，任职期间最佳基金回报 ...

Investment Rating - The investment rating for the company is "Outperform the Market" [5][3][33] Core Viewpoints - The company has achieved a net profit of 225 million yuan in Q2 2025, representing a year-on-year growth of 32%. For the first half of 2025, the company reported a revenue of 7.494 billion yuan, up 1.66% year-on-year, and a net profit attributable to shareholders of 501 million yuan, up 25.74% year-on-year [1][7] - The company is focusing on automotive lightweighting and expanding into general aviation and eVTOL markets, which are expected to drive growth in the low-altitude economy [2][20][21] - The company has a dual-engine development strategy, with automotive lightweight components and innovative general aviation manufacturing as its core business segments [18][20] Financial Performance - In Q2 2025, the company achieved a revenue of 3.927 billion yuan, a year-on-year increase of 2.50% and a quarter-on-quarter increase of 10.11%. The gross profit margin for Q2 2025 was 18.8%, up 1.5 percentage points year-on-year [1][9] - The company’s automotive lightweight components revenue for H1 2025 was 6.056 billion yuan, down 0.54% year-on-year, while the revenue from general aviation manufacturing was 1.438 billion yuan, up 12.09% year-on-year [1][21] - The company maintains a positive outlook for revenue growth, projecting revenues of 17.843 billion yuan, 19.328 billion yuan, and 21.098 billion yuan for 2025, 2026, and 2027 respectively [3][33] Business Strategy - The company is enhancing its R&D capabilities in lightweight metal applications, focusing on aluminum and magnesium alloys, and optimizing its product structure to meet the needs of new energy vehicles [20][24] - The company is actively pursuing opportunities in the general aviation market, with a strong order book and ongoing improvements in high-value aircraft manufacturing processes [21][23] - The acquisition of Volocopter's core assets is part of the company's strategy to develop urban air mobility solutions and capitalize on the emerging low-altitude economy [23][28]

Group 1 - The core viewpoint of the news is that 万丰奥威 (Wanfeng Aowei) has shown a positive stock performance recently, with a notable increase in share price and trading volume, despite a slight decline year-to-date [1][2] - As of August 29, the stock price of 万丰奥威 increased by 2.04% to 18.54 CNY per share, with a trading volume of 8.92 billion CNY and a market capitalization of 393.66 billion CNY [1] - The company has experienced a year-to-date stock price decline of 1.64%, but has seen increases of 8.29% over the last 5 trading days, 14.09% over the last 20 days, and 16.68% over the last 60 days [1] Group 2 - 万丰奥威's main business involves lightweight automotive metal components, accounting for 80.82% of its revenue, and general aviation aircraft manufacturing, which contributes 19.18% [1][2] - For the first half of 2025, 万丰奥威 reported a revenue of 74.94 billion CNY, representing a year-on-year growth of 1.66%, and a net profit attributable to shareholders of 5.01 billion CNY, reflecting a 25.74% increase [2] - The company has distributed a total of 38.03 billion CNY in dividends since its A-share listing, with 7.38 billion CNY distributed in the last three years [3]

Company Overview - Wan Feng Aowei is primarily engaged in the lightweight automotive metal components business, accounting for 80.82% of its revenue, and the general aviation aircraft manufacturing business, which contributes 19.18% [1] - The company was established on September 30, 2001, and went public on November 28, 2006 [1] Financial Performance - For the first half of 2025, Wan Feng Aowei achieved a revenue of 7.494 billion yuan, representing a year-on-year growth of 1.66%, and a net profit attributable to shareholders of 501 million yuan, which is a 25.74% increase year-on-year [2] - The company has distributed a total of 3.803 billion yuan in dividends since its A-share listing, with 738 million yuan distributed over the past three years [3] Stock Market Activity - As of August 27, Wan Feng Aowei's stock price was 18.22 yuan per share, with a market capitalization of 38.686 billion yuan [1] - The stock has seen a year-to-date decline of 3.34%, but has increased by 5.93% over the last five trading days, 9.89% over the last 20 days, and 14.59% over the last 60 days [1] - The company has appeared on the "龙虎榜" (a list of stocks with significant trading activity) twice this year, with the most recent appearance on April 23, where it recorded a net buy of 199 million yuan [1] Shareholder Information - As of June 30, 2025, the number of shareholders was 244,400, a decrease of 8.72% from the previous period, with an average of 8,687 shares held per shareholder, an increase of 9.55% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited and Southern CSI 500 ETF, with notable increases in their holdings [3]

Group 1 - The core viewpoint of the news highlights the recent stock performance and financial metrics of Wan Feng Ao Wei, indicating a 2.00% increase in stock price to 17.82 CNY per share, with a total market capitalization of 37.837 billion CNY [1] - The company has experienced a year-to-date stock price decline of 5.46%, but has shown positive trends in the last five days (up 4.52%), twenty days (up 5.32%), and sixty days (up 11.72%) [1] - Wan Feng Ao Wei's main business revenue composition includes 80.82% from automotive metal lightweight components and 19.18% from general aviation aircraft manufacturing [1] Group 2 - As of June 30, 2025, Wan Feng Ao Wei reported a revenue of 7.494 billion CNY, reflecting a year-on-year growth of 1.66%, and a net profit of 501 million CNY, which is a 25.74% increase compared to the previous year [2] - The company has distributed a total of 3.803 billion CNY in dividends since its A-share listing, with 738 million CNY distributed over the last three years [3] - The number of shareholders decreased by 8.72% to 244,400, while the average number of circulating shares per person increased by 9.55% to 8,687 shares [2]

核心观点 2025Q1万丰奥威实现净利润2.75亿元，同比增长21% 万丰奥威系列 车中旭霞 行业深度 《 eVTOL行业专题：低空经济的先导产业，飞行汽车商业化渐近》——20240516 公司深度 《 万丰奥威（002085.SZ）-汽车轻量化为基，通航飞机打开低空经济成长空间》——20240928 公司点评 《 万丰奥威（002085.SZ）-年报和一季报点评： 一季度净利润同比增长21%，通航飞机和eVTOL打开低空经济成长空间》 ——20250508 《万丰奥威（002085.SZ）-三季报点评：单三季度营收环比增长4%，通航飞机打开低空经济成长空间》——20241112 公司2024年实现营收162.64亿元，同比+0.35%，归母净利润6.53亿元，同比-10.14%。2025Q1，公司实现营收35.67亿 元，同比+0.75%，环比-27.12%，实现归母净利润2.75亿元，同比+21.29%，环比+206.35%。分产品看，2024年，公司 汽车金属轻量化零部件收入134.50亿元，同比增长0.09%，毛利率14.82%，同比-3.51pct，通航飞机制造收入28.14亿 元，同比增长1.62 ...