中证2000（563300）基金经理为柳军、李沐阳。 9月22日，恒帅股份涨5.11%，截至发稿，报120.88元/股，成交2.39亿元，换手率6.70%，总市值135.39 亿元。 资料显示，宁波恒帅股份有限公司位于浙江省宁波市江北区通宁路399号，成立日期2001年2月21日，上 市日期2021年4月12日，公司主营业务涉及车用电机及以流体技术为核心的清洗系统产品的研发、生产 与销售。主营业务收入构成为：清洗类产品46.88%，电机类产品44.88%，其他产品7.14%，其他(补 充)1.10%。 从基金十大重仓股角度 数据显示，华泰柏瑞基金旗下1只基金重仓恒帅股份。中证2000（563300）二季度持有股数13.21万股， 占基金净值比例为0.45%，位居第一大重仓股。根据测算，今日浮盈赚取约77.67万元。 中证2000（563300）成立日期2023年9月6日，最新规模19.84亿。今年以来收益28.67%，同类排名 1684/4222；近一年收益74.58%，同类排名1098/3813；成立以来收益30.69%。 截至发稿，柳军累计任职时间16年115天，现任基金资产总规模4669.72亿元，任职 ...

Group 1 - The company reported a revenue of 1.546 billion yuan for the first half of 2025, representing a year-on-year growth of 33.46% [2] - The net profit attributable to shareholders reached 118 million yuan, a significant increase of 100.08% year-on-year [2] - The company achieved a basic earnings per share of 0.5634 yuan [2] Group 2 - Sales revenue from electric motor products, general power, terminal products, and accessories grew by 31.43%, 9.70%, 37.85%, and 15.97% respectively [2] - Domestic market sales increased by 37.27%, while international market sales rose by 30.32% [2] - The company invested over 3% of its revenue in R&D, leading to the development of the industry's first 18kw multi-fuel silent variable frequency generator set [2] Group 3 - The company successfully introduced a 22kw motor to a major North American client and plans to expand product offerings [3] - Collaborations with a large North American retailer for lawn mowers and breakthroughs in the Dubai market for large diesel generator sets were achieved [3] - The company is enhancing its digital transformation by implementing PLM and SRM systems, and initiating MOM system deployment [3]

Core Viewpoint - Beijing Xinle Energy Technology Co., Ltd. reported a revenue of 552 million yuan for the first half of 2025, reflecting a year-on-year increase of 12.93%, but the company incurred a net loss of approximately 95.14 million yuan [2] Group 1: Company Performance - The company achieved an operating income of 552 million yuan in the first half of 2025, which is a 12.93% increase compared to the previous year [2] - The net profit attributable to shareholders was a loss of about 95.14 million yuan [2] Group 2: Business Overview - Xinle Energy specializes in the research, production, and sales of high-efficiency, high-reliability, and high-power-density power supply products, including integrated circuits (IC), power supply products, electric drives, and motor products [2] - The company's power supply products are widely used in aviation, aerospace, shipping, telecommunications, and data centers [2] Group 3: Growth Drivers - The growth in performance is driven by the increasing demand in high-reliability special fields such as aviation, aerospace, shipping, and railways, as well as the steady development of the telecommunications and data center industries [2] - The investment scale in aviation and aerospace sectors has increased, leading to a continuous rise in the variety and quantity of power electronic products entering mass delivery [2] - Xinle Energy has established itself as a leading supplier of high-performance power electronic products in the domestic market, benefiting from the rapid growth of the domestic power electronics industry [2]