9月24日，浙海德曼涨5.23%，截至发稿，报103.08元/股，成交1.97亿元，换手率1.79%，总市值114.71 亿元。 资料显示，浙江海德曼智能装备股份有限公司位于浙江省玉环市沙门滨港工业城长顺路45号，成立日期 1993年3月17日，上市日期2020年9月16日，公司主营业务涉及数控车床研发、设计、生产和销售。主营 业务收入构成为：高端型数控车床70.99%，普及型数控车床12.36%，自动化生产线12.34%，配件及其 他2.67%，并行复合加工中心1.64%。 从基金十大重仓股角度 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 华夏磐锐一年定开混合A（009837）成立日期2020年12月22日，最新规模1.04亿。今年以来收益 51.7%，同类排名930/8173；近一年收益97.1%，同类排名723/7996；成立以来收益77.61%。 华夏磐锐一年定开混合A（009837）基金经理为张城源。 截至发稿，张城源累计任职时间8年27 ...

Company Overview - Zhejiang Haideman Intelligent Equipment Co., Ltd. is located in Yuhuan City, Zhejiang Province, and was established on March 17, 1993. The company went public on September 16, 2020. Its main business involves the research, design, production, and sales of CNC lathes [1]. Business Composition - The revenue composition of the company is as follows: high-end CNC lathes account for 70.99%, popular CNC lathes 12.36%, automated production lines 12.34%, parts and others 2.67%, and parallel composite processing centers 1.64% [1]. Stock Performance - On September 19, Haideman's stock price fell by 5.04%, closing at 107.11 CNY per share, with a trading volume of 262 million CNY and a turnover rate of 2.13%. The total market capitalization is 11.919 billion CNY. The stock has experienced a continuous decline for five days, with a cumulative drop of 16.67% during this period [1]. Fund Holdings - According to data from the top ten heavy stocks of funds, one fund under Huaxia Fund has a significant holding in Haideman. The Huaxia Panrui One-Year Open Mixed A Fund (009837) increased its holdings by 6,827 shares in the second quarter, holding a total of 135,300 shares, which accounts for 5.63% of the fund's net value, making it the largest heavy stock [2]. Fund Performance - The Huaxia Panrui One-Year Open Mixed A Fund (009837) was established on December 22, 2020, with a current scale of 104 million CNY. Year-to-date, it has achieved a return of 51.77%, ranking 865 out of 8,172 in its category. Over the past year, the return is 103.7%, ranking 504 out of 7,980. Since its inception, the return is 77.69% [2]. Fund Manager - The fund manager of Huaxia Panrui One-Year Open Mixed A Fund (009837) is Zhang Chengyuan, who has been in the position for 8 years and 270 days. The total asset scale of the fund is 4.687 billion CNY, with the best fund return during his tenure being 113.39% and the worst being -7.26% [3].

瑞鹄模具所属申万行业为：汽车-汽车零部件-其他汽车零部件。所属概念板块包括：小盘、人工智能、 专精特新、机器人概念、小米概念等。 瑞鹄模具今年以来股价涨17.90%，近5个交易日涨5.52%，近20日跌2.24%，近60日涨10.96%。 今年以来瑞鹄模具已经1次登上龙虎榜，最近一次登上龙虎榜为5月9日，当日龙虎榜净买入785.42万 元；买入总计1.15亿元 ，占总成交额比16.17%；卖出总计1.08亿元 ，占总成交额比15.07%。 9月18日，瑞鹄模具盘中下跌2.06%，截至13:44，报40.50元/股，成交3.77亿元，换手率4.37%，总市值 84.78亿元。 截至8月29日，瑞鹄模具股东户数2.48万，较上期减少0.74%；人均流通股8435股，较上期增加0.74%。 2025年1月-6月，瑞鹄模具实现营业收入16.62亿元，同比增长48.30%；归母净利润2.27亿元，同比增长 40.33%。 资金流向方面，主力资金净流出4556.73万元，特大单买入2855.82万元，占比7.58%，卖出6242.35万 元，占比16.57%；大单买入7254.69万元，占比19.25%，卖出8424.8 ...

9月17日，瑞鹄模具涨5.04%，截至发稿，报41.86元/股，成交4.65亿元，换手率5.46%，总市值87.62亿 元。瑞鹄模具股价已经连续5天上涨，区间累计涨幅5.82%。 资料显示，瑞鹄汽车模具股份有限公司位于中国(安徽)自由贸易试验区芜湖片区银湖北路22号，成立日 期2002年3月15日，上市日期2020年9月3日，公司主营业务涉及汽车智能制造装备、轻量化零部件的开 发、设计、制造和销售。主营业务收入构成为：模检具、自动化生产线71.15%，汽车零部件及配件 26.33%，其他2.52%。 从基金十大重仓股角度 北信瑞丰中国智造主题（001829）成立日期2016年1月27日，最新规模1375.83万。今年以来收益 30.33%，同类排名2720/8172；近一年收益44.99%，同类排名3717/7980；成立以来收益53.4%。 北信瑞丰中国智造主题（001829）基金经理为于军华。 截至发稿，于军华累计任职时间10年271天，现任基金资产总规模2767.66万元，任职期间最佳基金回报 27.51%， 任职期间最差基金回报-14.8%。 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 ...

截至发稿，张城源累计任职时间8年266天，现任基金资产总规模46.87亿元，任职期间最佳基金回报 110.85%， 任职期间最差基金回报-7.26%。 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，华夏基金旗下1只基金重仓浙海德曼。华夏磐锐一年定开混合A（009837）二季度增持6827 股，持有股数13.53万股，占基金净值比例为5.63%，位居第一大重仓股。根据测算，今日浮亏损失约 96.71万元。 华夏磐锐一年定开混合A（009837）成立日期2020年12月22日，最新规模1.04亿。今年以来收益 47.92%，同类排名969/8246；近一年收益94.75%，同类排名600/8054；成立以来收益73.19%。 华夏磐锐一年定开混合A（009837）基金经理为张城源。 9月15日，浙海德曼跌5.32%，截至发稿，报127.37元/股，成交1.85亿元，换手率1.24%，总市值141.74 亿元。 资料显示，浙江海德曼智能装备股份有 ...

Company Overview - Zhejiang Haideman Intelligent Equipment Co., Ltd. is located in Yuhuan City, Zhejiang Province, and was established on March 17, 1993. The company went public on September 16, 2020. Its main business involves the research, design, production, and sales of CNC lathes [1] - The revenue composition of the company includes: high-end CNC lathes 70.99%, popular CNC lathes 12.36%, automated production lines 12.34%, parts and others 2.67%, and parallel composite processing centers 1.64% [1] Stock Performance - On September 12, Haideman's stock fell by 5.03%, closing at 128.55 CNY per share, with a trading volume of 157 million CNY and a turnover rate of 1.06%. The total market capitalization is 14.305 billion CNY [1] Fund Holdings - According to data from the top ten heavy stocks of funds, one fund under Huaxia Fund has a significant holding in Haideman. Huaxia Panrui One-Year Open Mixed A (009837) increased its holdings by 6,827 shares in the second quarter, holding a total of 135,300 shares, which accounts for 5.63% of the fund's net value, making it the largest heavy stock [2] - The estimated floating loss for the fund today is approximately 921,100 CNY [2] Fund Performance - Huaxia Panrui One-Year Open Mixed A (009837) was established on December 22, 2020, with a current scale of 104 million CNY. Year-to-date returns are 48.07%, ranking 937 out of 8,174 in its category; the one-year return is 93.85%, ranking 584 out of 7,981; and since inception, the return is 73.36% [2]

Group 1 - Zhejiang Haideman Intelligent Equipment Co., Ltd. experienced a stock price increase of 5.33% on September 11, reaching 137.46 CNY per share, with a trading volume of 399 million CNY and a turnover rate of 2.76%, resulting in a total market capitalization of 15.297 billion CNY [1] - The company, established on March 17, 1993, and listed on September 16, 2020, specializes in the research, design, production, and sales of CNC lathes, with its main business revenue composition being: high-end CNC lathes 70.99%, popular CNC lathes 12.36%, automated production lines 12.34%, parts and others 2.67%, and parallel composite processing centers 1.64% [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under Huaxia Fund has a significant position in Zhejiang Haideman. Huaxia Panrui One-Year Open Mixed A (009837) increased its holdings by 6,827 shares in the second quarter, holding a total of 135,300 shares, which accounts for 5.63% of the fund's net value, making it the largest heavy stock [2] - The Huaxia Panrui One-Year Open Mixed A (009837) fund was established on December 22, 2020, with a latest scale of 104 million CNY. Year-to-date returns are 44.53%, ranking 861 out of 8,175 in its category; the one-year return is 89.14%, ranking 525 out of 7,982; and since inception, the return is 69.22% [2]

Core Insights - Longhua District's GDP grew by 6.2% year-on-year in the first half of the year, highlighting the critical role of its streets in supporting regional economic development [2][9] - The streets have implemented targeted and effective measures to address the needs of small and micro enterprises, enhancing the overall business environment [3][4][5] Group 1: Longhua Street Initiatives - Longhua Street has mobilized community resources to comprehensively assess the financing needs of small and micro enterprises, addressing issues of "difficult, expensive, and slow financing" [5] - The street has received 660 enterprise requests with a resolution rate of 98%, demonstrating its commitment to efficient service [4] - A "breakfast meeting" format has been introduced to facilitate communication between government and enterprises, resulting in the resolution of 30 development requests from key companies [4][10] Group 2: Qianlan Street Innovations - Qianlan Street has launched a "dual list" model to enhance the matching of supply and demand within the industrial chain, effectively breaking down information barriers [6][7] - The street has organized meetings with key enterprises to discuss core application scenarios, leading to over 80% of participants finding potential partners [8] - This approach has shifted from a broad service model to a more precise and tailored service strategy, activating the internal dynamics of regional industrial development [8][10] Group 3: Overall Economic Impact - All six streets in Longhua District ranked in the top 100 of the "2025 Vitality Streets National 500 Strong" list, reflecting their effective economic strategies [9] - The streets focus on creating a favorable business environment through detailed services, which enhances the overall economic ecosystem [9][11] - The emphasis on precise positioning and innovative mechanisms has allowed grassroots streets to play a significant role in driving high-quality economic development [11]

9月2日，浙海德曼跌5.02%，截至发稿，报113.51元/股，成交1.62亿元，换手率1.25%，总市值126.31亿 元。 资料显示，浙江海德曼智能装备股份有限公司位于浙江省玉环市沙门滨港工业城长顺路45号，成立日期 1993年3月17日，上市日期2020年9月16日，公司主营业务涉及数控车床研发、设计、生产和销售。主营 业务收入构成为：高端型数控车床70.99%，普及型数控车床12.36%，自动化生产线12.34%，配件及其 他2.67%，并行复合加工中心1.64%。 从基金十大重仓股角度 数据显示，华夏基金旗下1只基金重仓浙海德曼。华夏磐锐一年定开混合A（009837）二季度增持6827 股，持有股数13.53万股，占基金净值比例为5.63%，位居第一大重仓股。根据测算，今日浮亏损失约 81.16万元。 华夏磐锐一年定开混合A（009837）成立日期2020年12月22日，最新规模1.04亿。今年以来收益 45.41%，同类排名1061/8184；近一年收益86.45%，同类排名634/7971；成立以来收益70.25%。 华夏磐锐一年定开混合A（009837）基金经理为张城源。 截至发稿，张城源累计 ...

Core Viewpoint - The report highlights a decline in key financial metrics for Zhejiang Headman Intelligent Equipment Co., Ltd. during the first half of 2025, with a focus on the challenges faced in the CNC machine tool industry and the company's strategic initiatives to enhance product development and operational efficiency [1][3][11]. Financial Performance - The company's operating revenue for the first half of 2025 was approximately CNY 362.19 million, a decrease of 3.09% compared to the same period last year [3]. - Total profit for the period was CNY 8.61 million, down 35.33% year-on-year [3]. - Net profit attributable to shareholders was CNY 8.07 million, reflecting a 26.39% decline from the previous year [3]. - The net cash flow from operating activities was CNY 9.77 million, a significant drop of 62.63% compared to the same period last year [3]. - The company's total assets decreased by 1.40% to CNY 1.64 billion, while net assets attributable to shareholders fell by 3.79% to CNY 974.44 million [3]. Industry Overview - The company operates within the "General Equipment Manufacturing" sector, specifically in the "Metal Cutting Machine Tool Manufacturing" sub-industry, which is recognized as a key area for high-end equipment development [6][11]. - The CNC machine tool industry has shown resilience, with a reported 11.3% year-on-year growth in metal cutting machine tools, despite the company's challenges [6]. Product Development and Innovation - The company focuses on high-precision CNC lathes and has developed a comprehensive platform for product development and manufacturing [6][11]. - New product development is a key strategy, with 15 new models designed in the first half of 2025, including advancements in five-axis machining technology [8][9]. - The company has established three production bases, enhancing its capacity and efficiency in manufacturing [7][8]. Market Strategy - The company employs a dual sales model, utilizing both direct sales and agents, with a focus on expanding its agent network, particularly in regions outside its home province [10]. - The automotive sector remains a significant market, accounting for 35% of sales, with a notable 50.94% increase in sales in this area [10]. - The company has seen a 50% increase in orders year-on-year, indicating strong market demand despite operational challenges [10].