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合锻智能股价跌5.34%,永赢基金旗下1只基金重仓,持有10.38万股浮亏损失11.11万元
Xin Lang Cai Jing· 2025-09-26 05:49
9月26日,合锻智能跌5.34%,截至发稿,报18.98元/股,成交17.97亿元,换手率18.31%,总市值93.84 亿元。 资料显示,合肥合锻智能制造股份有限公司位于安徽省合肥市经济技术开发区紫云路123号,成立日期 1997年9月7日,上市日期2014年11月7日,公司主营业务涉及锻压设备的研发、生产和销售,智能检测分 选装备的研发、生产和销售业务。主营业务收入构成为:色选机49.80%,液压机30.93%,机压机 14.87%,其他(补充)3.62%,其他0.78%。 永赢制造升级智选混合发起A(024202)基金经理为胡泽。 截至发稿,胡泽累计任职时间2年115天,现任基金资产总规模26.39亿元,任职期间最佳基金回报 132.33%, 任职期间最差基金回报14.09%。 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 从基金十大重仓股角度 数据显示,永赢基金旗下1只基金重仓合锻智能。永赢制造升级智选混合发起A(024202)二季度持有 股 ...
研报掘金丨浙商证券:首予合锻智能“买入”评级,前瞻布局聚变堆核心部件
Ge Long Hui· 2025-09-25 09:28
Core Viewpoint - The report from Zheshang Securities highlights that Hezhuan Intelligent focuses on high-end forming machine tools and intelligent sorting equipment, projecting a compound annual growth rate (CAGR) of 24% in revenue from 2019 to 2024, with revenue distribution in 2024 expected to be approximately 57% from color sorting machines, 29% from hydraulic machines, and 13% from mechanical presses [1] Industry Summary - The projected demand for machine tools in China for 2024 is around 1,040.7 billion yuan, with the metal forming machine tool market estimated at approximately 93 billion yuan. The market size is expected to reach between 159 billion to 196 billion yuan by 2030, indicating a CAGR of 5% to 7% over the next six years [1] - The competitive landscape is characterized by a coexistence of domestic enterprises and foreign brands, with a mix of dispersed and concentrated market dynamics. The market concentration is at a moderately low level, where leading companies have formed localized advantages but have not established absolute monopolies [1] Company Summary - The market perception is that the company's advanced manufacturing business is limited to nuclear fusion devices. However, due to its collaboration with the Shanghai Li Zhengdao Research Institute, the company is expected to participate in the construction of other large scientific devices led by the institute. This includes potential new orders for BEST or other scientific devices, new plans for fusion devices, and involvement in the research and development of new components, as controllable nuclear fusion is included in the national "14th Five-Year Plan" [1] - The report initiates coverage of the company with a "buy" rating [1]
合锻智能(603011):深度报告:高端成形机床单项冠军,前瞻布局聚变堆核心部件
ZHESHANG SECURITIES· 2025-09-24 09:35
合锻智能(603011) 报告日期:2025 年 09 月 24 日 证券研究报告 | 公司深度 | 专用设备 高端成形机床单项冠军,前瞻布局聚变堆核心部件 ——合锻智能深度报告 投资要点 一、 公司是高端成形机床单项冠军,色选机国内第二 公司主营高端成形机床和智能分选设备,2019-2024 年收入复合增速 24%, 2024 年收入占比分别为色选机约 57%、液压机 29%、机压机 13%。公司是高端 成形机床领军企业,在汽车热成形领域,与德国舒勒、瑞典 APT 并列全球三大 供应商,市占率在国内处于绝对领先地位。全资子公司中科光电为国内色选机头 部企业,其品牌"安美达"位列品牌排行榜第二。" 高端成形机床:预计 2024-2030 年行业规模 CAGR 约为 5~7% 2024 年中国机床需求约 10407 亿元,金属成形机床约为 930 亿元,预计 2030 年 市场规模约为 1590 亿 ~1960 亿元,6 年复合增速 5~7%,竞争格局呈现本土企业 与外资品牌并存、分散与集聚交织的特征,市场集中度处于中等偏低水平,头部 企业形成局部优势, 但尚未形成绝对垄断地位。 智能分选设备:预计 2024~ ...
美亚光电:公司的色选机、X光异物检测设备等系列产品均为保障食品安全的关键设备
Mei Ri Jing Ji Xin Wen· 2025-09-22 07:37
Group 1 - The company, Meiya Optoelectronics, confirmed that its color sorting machines and X-ray foreign object detection equipment are key devices for ensuring food safety [2] - These products are widely used in the fields of agricultural product color sorting and packaging food foreign object detection [2]
美亚光电股价涨5.02%,平安基金旗下1只基金重仓,持有1.82万股浮盈赚取1.89万元
Xin Lang Cai Jing· 2025-09-22 02:49
Company Overview - Meiya Optoelectronics, established on March 3, 2000, is located in Hefei, Anhui Province, and was listed on July 31, 2012. The company specializes in the research, production, and sales of optoelectronic detection and grading equipment and its application software [1]. Business Segmentation - The main revenue sources for Meiya Optoelectronics are as follows: color sorters account for 72.61%, medical equipment 19.97%, X-ray industrial inspection machines 5.25%, and accessories and others 2.17% [1]. Stock Performance - On September 22, Meiya Optoelectronics' stock rose by 5.02%, reaching a price of 21.77 CNY per share, with a trading volume of 251 million CNY and a turnover rate of 2.70%. The total market capitalization is 19.206 billion CNY [1]. Fund Holdings - According to data, Ping An Fund has one fund heavily invested in Meiya Optoelectronics. The Ping An Research Selected Mixed A Fund (021576) increased its holdings by 400 shares in the second quarter, totaling 18,200 shares, which represents 4.62% of the fund's net value, ranking as the tenth largest holding [2]. Fund Performance - The Ping An Research Selected Mixed A Fund (021576) was established on August 20, 2024, with a latest scale of 2.2139 million CNY. Year-to-date returns are 33%, ranking 2454 out of 8244 in its category. Over the past year, returns are 27.92%, ranking 5321 out of 8066, and since inception, returns are 28.27% [2]. Fund Management - The fund manager for Ping An Research Selected Mixed A is Zhang Xiaoqian, who has a tenure of 9 years and 239 days, with a total asset scale of 1.724 billion CNY. The best fund return during his tenure is 262.67%, while the worst is 3.24%. Co-manager Zhang Yinxian has a tenure of 1 year and 335 days, managing assets of 1.425 billion CNY, with a best return of 105.95% and a worst return of 30.04% [3].
合锻智能股价涨5.73%,浙商证券资管旗下1只基金重仓,持有29.5万股浮盈赚取28.32万元
Xin Lang Cai Jing· 2025-09-18 03:26
Group 1 - The core viewpoint of the news is that Hefei Huoan Intelligent Manufacturing Co., Ltd. has seen a significant increase in its stock price, with a rise of 5.73% to 17.72 CNY per share, and a total market capitalization of 8.761 billion CNY [1] - The company specializes in the research, production, and sales of forging equipment and intelligent detection and sorting equipment, with its main business revenue composition being: color sorters 49.80%, hydraulic presses 30.93%, mechanical presses 14.87%, and others 3.62% [1] - The stock is held by a fund under Zheshang Securities Asset Management, specifically the Zheshang Huijin Quantitative Selected Mixed Fund, which has a holding of 295,000 shares, accounting for 4.44% of the fund's net value [2] Group 2 - The Zheshang Huijin Quantitative Selected Mixed Fund has achieved a year-to-date return of 66.68% and a one-year return of 95.06%, ranking 376 out of 8172 and 678 out of 7980 respectively in its category [2] - The fund manager, Pang Yaqing, has been in the position for 1 year and 234 days, with the fund's total asset size being 1.04 million CNY [3]
合锻智能跌2.04%,成交额4.72亿元,主力资金净流出5450.39万元
Xin Lang Cai Jing· 2025-09-17 05:40
Company Overview - Hefei HuoDuan Intelligent Manufacturing Co., Ltd. was established on September 7, 1997, and listed on November 7, 2014. The company specializes in the research, production, and sales of forging equipment and intelligent detection and sorting equipment [2] - The main business revenue composition includes: color sorting machines 49.80%, hydraulic presses 30.93%, mechanical presses 14.87%, and others 3.62% [2] - As of June 30, 2025, the number of shareholders is 70,900, a decrease of 11.09% from the previous period, with an average of 6,975 circulating shares per person, an increase of 12.47% [2] Financial Performance - For the first half of 2025, the company achieved operating revenue of 982 million yuan, a year-on-year increase of 8.23%, while the net profit attributable to the parent company was 9.51 million yuan, a year-on-year decrease of 11.39% [2] - The company has distributed a total of 157 million yuan in dividends since its A-share listing, with no dividends distributed in the past three years [3] Stock Performance - On September 17, the stock price of HuoDuan Intelligent fell by 2.04%, trading at 16.82 yuan per share, with a total market capitalization of 8.316 billion yuan [1] - Year-to-date, the stock price has increased by 145.55%, with a decline of 1.81% over the last five trading days, and increases of 5.72% and 8.66% over the last 20 and 60 days, respectively [1] - The company has appeared on the trading leaderboard 19 times this year, with the most recent appearance on June 19, where it recorded a net buy of -125 million yuan [1] Institutional Holdings - As of June 30, 2025, the fourth largest circulating shareholder is Huaxia High-end Manufacturing Mixed A, holding 4.6428 million shares, an increase of 900 shares from the previous period. Huaxia Leading Stock is the tenth largest shareholder, holding 2 million shares as a new shareholder [3]
合锻智能涨2.01%,成交额8.62亿元,主力资金净流出2753.48万元
Xin Lang Zheng Quan· 2025-09-12 03:21
Company Overview - Hefei HuoDuan Intelligent Manufacturing Co., Ltd. was established on September 7, 1997, and listed on November 7, 2014. The company specializes in the research, production, and sales of forging equipment and intelligent detection and sorting equipment [2] - The main business revenue composition includes color sorters (49.80%), hydraulic presses (30.93%), mechanical presses (14.87%), and other (3.62%) [2] - As of June 30, 2025, the number of shareholders is 70,900, a decrease of 11.09% from the previous period, with an average of 6,975 circulating shares per person, an increase of 12.47% [2] Financial Performance - For the first half of 2025, the company achieved operating revenue of 982 million yuan, a year-on-year increase of 8.23%, while the net profit attributable to the parent company was 9.51 million yuan, a year-on-year decrease of 11.39% [2] - The company has distributed a total of 157 million yuan in dividends since its A-share listing, with 14.83 million yuan distributed in the last three years [3] Stock Performance - On September 12, the stock price of HuoDuan Intelligent rose by 2.01%, reaching 17.75 yuan per share, with a trading volume of 862 million yuan and a turnover rate of 9.93%, resulting in a total market capitalization of 8.776 billion yuan [1] - Year-to-date, the stock price has increased by 159.12%, with a 15.79% rise over the last five trading days, a 10.04% rise over the last 20 days, and an 18.49% rise over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" 19 times this year, with the most recent appearance on June 19, where it recorded a net buy of -125 million yuan [1] Institutional Holdings - As of June 30, 2025, the fourth largest circulating shareholder is Huaxia High-end Manufacturing Mixed A, holding 4.6428 million shares, an increase of 900 shares from the previous period. Huaxia Leading Stock is the tenth largest circulating shareholder, holding 2 million shares as a new shareholder [3]
美亚光电(002690):业绩稳健增长,现金流表现亮眼
China Post Securities· 2025-09-03 06:17
Investment Rating - The investment rating for the company is "Accumulate" and is maintained [1] Core Views - The company has shown steady growth in performance, with a significant increase in cash flow [4] - The main source of revenue growth is from color sorting machines, with a year-on-year revenue increase of 15.17% [5] - The company is transitioning from a single equipment manufacturer to a systematic solution provider, leveraging AI and big data for product innovation [6] - The company has achieved a net cash flow from operating activities of 393 million yuan, a year-on-year increase of 125% [6] Financial Performance - In the first half of 2025, the company achieved revenue of 1.023 billion yuan, a year-on-year increase of 9.92% [4] - The net profit attributable to the parent company was 303 million yuan, up 11.34% year-on-year [4] - The gross profit margin increased by 1.26 percentage points to 52.14% [5] - The company expects revenue for 2025-2027 to be 2.626 billion, 2.948 billion, and 3.269 billion yuan, with year-on-year growth rates of 13.66%, 12.25%, and 10.88% respectively [7] Valuation Metrics - The price-to-earnings (P/E) ratios for 2025-2027 are projected to be 24.23, 21.51, and 19.24 respectively [7] - The company maintains a low debt-to-asset ratio of 16.5% [3]
合锻智能股价跌5.02%,东方基金旗下1只基金重仓,持有22.46万股浮亏损失18.64万元
Xin Lang Cai Jing· 2025-09-02 06:04
Group 1 - The core viewpoint of the news is that Hefei Huoan Intelligent Manufacturing Co., Ltd. experienced a decline in stock price, with a drop of 5.02% to 15.72 CNY per share, and a total market capitalization of 7.772 billion CNY [1] - The company, established on September 7, 1997, specializes in the research, production, and sales of forging equipment and intelligent detection and sorting equipment [1] - The main revenue composition of the company includes color sorters (49.80%), hydraulic presses (30.93%), mechanical presses (14.87%), and other supplementary products (3.62% and 0.78%) [1] Group 2 - From the perspective of fund holdings, one fund under Dongfang Fund has a significant position in Huoan Intelligent, with 224,600 shares held, accounting for 4.78% of the fund's net value, making it the second-largest holding [2] - The Dongfang Low-Carbon Economy Mixed A fund (021094) has a current scale of 61.7428 million CNY and has recorded a return of 11.21% since its inception [2] - The fund manager, Li Rui, has been in position for 7 years and 264 days, overseeing assets totaling 8.065 billion CNY, with the best and worst returns during his tenure being 57.33% and -18.3%, respectively [2]