永赢先进制造智选混合发起A（018124）基金经理为张璐。 截至发稿，张璐累计任职时间6年62天，现任基金资产总规模154.13亿元，任职期间最佳基金回报 150.74%， 任职期间最差基金回报-60.31%。 从基金十大重仓股角度 9月30日，肇民科技涨5.65%，截至发稿，报51.38元/股，成交4.46亿元，换手率3.92%，总市值124.79亿 元。 资料显示，上海肇民新材料科技股份有限公司位于上海市金山区金山卫镇秦弯路633号，成立日期2011 年10月27日，上市日期2021年5月28日，公司主营业务涉及精密注塑件及配套精密注塑模具的研发、生 产和销售。主营业务收入构成为：精密注塑件-汽车部件77.41%，精密注塑件-家用电器11.83%，精密注 塑模具7.44%，其他(补充)2.98%，精密注塑件-其他0.35%。 从肇民科技十大流通股东角度 数据显示，永赢基金旗下1只基金位居肇民科技十大流通股东。永赢先进制造智选混合发起A （018124）二季度增持327.31万股，持有股数1165.05万股，占流通股的比例为5.09%。根据测算，今日 浮盈赚取约3203.9万元。 永赢先进制造智选混合发起A ...

9月12日，兆威机电涨5.19%，截至发稿，报137.15元/股，成交14.49亿元，换手率5.21%，总市值329.43 亿元。 资料显示，深圳市兆威机电股份有限公司位于广东省深圳市宝安区燕罗街道燕川社区燕湖路62号办公楼 101,香港铜锣湾希慎道33号利园1期19楼1910室，成立日期2001年4月19日，上市日期2020年12月4日， 公司主营业务涉及微型传动系统、精密注塑件和精密模具的研发、生产与销售。主营业务收入构成为： 微型传动系统63.25%，精密零件30.44%，精密模具及其他产品6.31%。 责任编辑：小浪快报 南方中证1000ETF（512100）成立日期2016年9月29日，最新规模649.53亿。今年以来收益25.52%，同 类排名1878/4222；近一年收益66.59%，同类排名1276/3800；成立以来收益11.08%。 南方中证1000ETF（512100）基金经理为崔蕾。 截至发稿，崔蕾累计任职时间6年311天，现任基金资产总规模949.76亿元，任职期间最佳基金回报 137.65%， 任职期间最差基金回报-18.89%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型 ...

Group 1 - The core point of the news is that Zhaomin Technology's stock price increased by 6.28% to 54.47 CNY per share, with a trading volume of 646 million CNY and a turnover rate of 5.48%, resulting in a total market capitalization of 13.23 billion CNY [1] - Zhaomin Technology, established on October 27, 2011, specializes in the research, production, and sales of precision injection molded parts and supporting precision injection molds, with a significant revenue contribution from automotive components at 77.41% [1] - The company's revenue breakdown includes precision injection parts for home appliances at 11.83%, precision injection molds at 7.44%, and other categories contributing 2.98% and 0.35% respectively [1] Group 2 - Zhaomin Technology is among the top holdings of the Zhonghang Trend Leading Mixed Fund A (021489), which reduced its holdings by 213,300 shares in the second quarter, now holding 1.198 million shares, representing 0.52% of the circulating shares [2][4] - The fund has achieved a year-to-date return of 73.82% and a one-year return of 156.32%, ranking 156 out of 8175 and 37 out of 7982 respectively in its category [2] - The fund manager, Wang Sen, has a tenure of 1 year and 351 days, with the fund's total asset size at 1.56 billion CNY and a best return of 149.43% during his management period [3]

Group 1 - The core viewpoint of the news is the performance and financial metrics of Zhao Wei Electromechanical, which saw a stock price increase of 5.03% to 124.49 yuan per share, with a total market capitalization of 29.902 billion yuan [1] - Zhao Wei Electromechanical was established on April 19, 2001, and went public on December 4, 2020. The company specializes in the research, production, and sales of micro drive systems, precision injection parts, and precision molds [1] - The revenue composition of Zhao Wei Electromechanical is as follows: micro drive systems account for 63.25%, precision parts for 30.44%, and precision molds and other products for 6.31% [1] Group 2 - According to data from the top ten holdings of funds, Ping An Fund has a significant position in Zhao Wei Electromechanical, with the Ping An Advanced Manufacturing Theme Stock A Fund holding 532,600 shares, representing 4.06% of the fund's net value [2] - The Ping An Advanced Manufacturing Theme Stock A Fund was established on October 24, 2023, with a current scale of 430 million yuan. It has achieved a year-to-date return of 81.89%, ranking 31 out of 4222 in its category [2] - The fund has a one-year return of 156.67%, ranking 9 out of 3798 in its category, and a cumulative return since inception of 92.35% [2] Group 3 - The fund manager of the Ping An Advanced Manufacturing Theme Stock A Fund is Zhang Yinxian, who has been in the position for 1 year and 324 days, managing a total fund asset size of 1.425 billion yuan [3] - During Zhang Yinxian's tenure, the best fund return was 92.16%, while the worst return was 28.08% [3]

Core Viewpoint - Zhaowei Electromechanical experienced a stock price decline of 2.00% on September 3, 2023, with a current price of 120.84 CNY per share and a total market capitalization of 29.025 billion CNY [1] Financial Performance - For the first half of 2025, Zhaowei Electromechanical reported a revenue of 787 million CNY, representing a year-on-year growth of 21.93%, and a net profit attributable to shareholders of 113 million CNY, up 20.72% year-on-year [2] - The company has distributed a total of 333 million CNY in dividends since its A-share listing, with 192 million CNY distributed over the past three years [3] Stock Market Activity - The stock has seen a year-to-date increase of 64.13%, with a slight decline of 0.70% over the last five trading days and an 18.52% increase over the past 60 days [1] - Zhaowei Electromechanical has appeared on the "Dragon and Tiger List" seven times this year, with the most recent appearance on April 23, 2023, where it recorded a net buy of 93.537 million CNY [1] Shareholder Structure - As of June 30, 2025, the number of shareholders increased by 40.23% to 55,600, while the average circulating shares per person decreased by 28.69% to 3,709 shares [2] - Among the top ten circulating shareholders, notable changes include a decrease in holdings by Penghua Carbon Neutral Theme Mixed A and Hong Kong Central Clearing Limited, while Southern CSI 1000 ETF entered the list as a new shareholder [3]

Core Viewpoint - The report highlights the steady growth of Zhao Wei Electromechanical (兆威机电) in the first half of 2025, with a focus on the successful launch of new robotic hand products and a strong performance in domestic operations [1][4]. Financial Performance - In the first half of 2025, the company achieved revenue of 787 million yuan, a year-on-year increase of 21.93%, and a net profit attributable to shareholders of 113 million yuan, up 20.72% year-on-year [1]. - The company's revenue from micro drive systems was 498 million yuan, up 20.51% year-on-year, while precision injection parts generated 239 million yuan, an increase of 16.25% year-on-year. The precision molds and other segments saw a remarkable growth of 88.52%, reaching 50 million yuan [1]. - Domestic revenue reached 693 million yuan, a significant increase of 30.91% year-on-year, while overseas revenue was 94 million yuan, down 19.16% [1]. Profitability Metrics - The gross margin for the first half of 2025 was 31.97%, an increase of 0.74 percentage points year-on-year, driven by a higher proportion of high-margin precision parts [2]. - The net profit margin was 14.40%, slightly down by 0.14 percentage points year-on-year, primarily due to reduced investment income [2]. - The company maintained a research and development expense of 81 million yuan, reflecting a commitment to innovation despite a slight optimization in expense ratios [2]. Inventory and Cash Flow - As of the end of the first half of 2025, the company's inventory stood at 216 million yuan, a 17.22% increase from the beginning of the year, mainly due to increased raw material and work-in-progress stock [3]. - The net cash flow from operating activities was 47 million yuan, a decline of 29.52% year-on-year, indicating some pressure on cash flow [3]. Product Development - On July 15, 2025, the company launched its new DM series and LM series robotic hands, showcasing advanced features such as self-locking capabilities and high integration for compact design [4]. - The DM series includes a 17-degree-of-freedom direct-drive robotic hand, while the LM series features a 6-degree-of-freedom under-actuated design, both utilizing proprietary technologies [4]. Investment Outlook - The company maintains profit forecasts for 2025-2027 at 270 million, 332 million, and 415 million yuan respectively, with corresponding dynamic price-to-earnings ratios of 108, 88, and 70 times [4]. - Given the company's strategic positioning in the humanoid robotics sector, an "accumulate" rating is upheld [4].

Investment Rating - The investment rating for the company is maintained as "Buy" [1] Core Views - The company reported a significant growth in net profit attributable to shareholders, with a 20.72% year-on-year increase in H1 2025, reaching 113 million RMB, and a 52.28% increase in Q2 2025, amounting to 59 million RMB [1] - The company is expanding its product lines in the precision transmission field and is actively entering emerging sectors such as humanoid robotics and medical technology, showcasing strong technical capabilities [2][4] - The gross margin for H1 2025 was 31.97%, reflecting a year-on-year increase of 0.74 percentage points, while the net margin slightly decreased by 0.14 percentage points to 14.40% [3] Revenue and Profitability - In H1 2025, the company achieved revenues of 787 million RMB, a 21.93% increase year-on-year, with Q2 revenues reaching 419 million RMB, up 25.93% [1] - The revenue breakdown by business segment shows that micro transmission systems, precision injection parts, and precision molds generated revenues of 498 million RMB, 239 million RMB, and 50 million RMB respectively, with year-on-year growth rates of 20.51%, 16.25%, and 88.52% [2] Innovation and Product Development - The company is leveraging a collaborative innovation system to enhance the integration of transmission systems, micro-motor systems, and electronic control systems, successfully developing key technologies [4] - New product launches include the DM17 and LM06 bionic dexterous hand series, designed to meet diverse application needs with advanced features [4] Financial Forecast and Valuation - The company’s projected net profits for 2025-2027 are 254 million RMB, 315 million RMB, and 393 million RMB respectively, supported by its technological advancements and product diversification [5] - The estimated revenue for 2025 is 1.945 billion RMB, reflecting a growth rate of 27.57% compared to 2024 [11]

Group 1: Company Overview - Yikou Precision Manufacturing (Jiangsu) Co., Ltd. is a key supplier for major electric vehicle manufacturers such as Xiaomi and BYD, providing essential components for smart vehicles [1] - The company is a wholly-owned subsidiary of Shoujie Co., Ltd. and has rapidly developed in the Jiangsu region, with projected revenue growth from 153 million yuan in 2024 to 210 million yuan in 2025 [1] - Yikou Precision is establishing a factory in Mexico to enhance service to global customers and improve the international competitiveness of Chinese high-end plastic components [1] Group 2: Industry Development - The Jiangsu Economic Development Zone is home to over 40 electric vehicle component companies, forming a robust industrial system focused on lithium batteries and automotive parts manufacturing [2] - The zone's new energy industry has become a significant driver of high-quality development, with 20 new energy enterprises achieving a total output value of 17.04 billion yuan in 2024, accounting for 12.6% of the total industrial output [3] - The region is implementing the "Industrial Climbing" project, focusing on high-end, intelligent, green, service-oriented, international, and brand-oriented development to elevate the new energy industry [3]

当日主力资金净流出731.81万元，占流通市值0.17%。近五日主力资金净流入3653.94万元，占流通市值 0.83%。 横河精密股价报25.38元，较前一交易日下跌1.37元，跌幅5.12%。盘中最低触及25.22元，最高26.66 元，成交额5.70亿元。 横河精密属于塑料制品行业，公司主营业务为精密注塑件的研发、生产和销售，产品应用于汽车、家 电、电子等领域。公司注册地位于浙江省。 8月14日早盘，横河精密出现快速反弹，在5分钟内涨幅超过2%，9点35分报价25.82元，当时成交额 8373.31万元。 风险提示：股市有风险，投资需谨慎。 ...

Core Insights - Shandong Province's Industrial Internet Platform list for 2025 has been released, with Weihai Ruimu Precision Technology's intelligent manufacturing platform for precision injection molding successfully included [1] - The evaluation of provincial industrial internet platforms aims to encourage manufacturing, information technology, and internet companies to build platforms that support digital transformation in industries and supply chains [1] Company Overview - Weihai Ruimu Precision Technology Co., Ltd. specializes in the development and manufacturing of various precision molds and injection parts, deeply integrated into the global supply chain [1] - The company has become a trusted "behind-the-scenes hero" for many industry giants [1] Technological Advancements - The injection molding workshop features 32 production devices equipped with electronic displays that show real-time operational status, allowing for automated production line operation [3] - The platform integrates Manufacturing Execution System (MES) and Enterprise Resource Planning (ERP) systems, significantly enhancing online monitoring capabilities and achieving real-time product monitoring and precise control of production equipment [3] - Production efficiency has increased from approximately 70% to 95%, while the defect rate has decreased from 0.3% to 0.1%, enabling the company to secure orders from high-end clients like BMW and General Motors [3] Industry Development - The Huancui District has accelerated the construction of various industrial internet platforms, promoting efficient data collection and analysis systems to support the digital transformation of manufacturing [5] - As of now, the district has established one Ministry of Industry and Information Technology 5G factory, 44 provincial "digital economy" star factories, 13 provincial DCMM standard pilot enterprises, and six provincial industrial internet platforms [5] - The district plans to continue its "Gongfu Weihai · Digital Navigation" initiative to enhance industrial internet platform applications, focusing on building model projects for "5G + industrial internet" and driving industry upgrades [5]