腾达科技所属申万行业为：机械设备-通用设备-金属制品。所属概念板块包括：核电、中俄贸易概念、 机械、太阳能、融资融券等。 截至12月31日，腾达科技股东户数2.49万，较上期增加54.24%；人均流通股2702股，较上期减少 35.17%。2025年1月-9月，腾达科技实现营业收入15.40亿元，同比增长15.07%；归母净利润6322.35万 元，同比增长9.80%。 分红方面，腾达科技A股上市后累计派现7600.00万元。 责任编辑：小浪快报 1月6日，腾达科技盘中上涨2.01%，截至11:20，报24.35元/股，成交1.59亿元，换手率9.76%，总市值 48.70亿元。 资金流向方面，主力资金净流入680.62万元，特大单买入115.65万元，占比0.73%，卖出0.00元，占比 0.00%；大单买入2546.63万元，占比16.04%，卖出1981.66万元，占比12.48%。 腾达科技今年以来股价涨3.35%，近5个交易日涨0.25%，近20日涨5.14%，近60日涨16.40%。 资料显示，山东腾达紧固科技股份有限公司位于山东省枣庄市滕州市经济开发区鲁班大道北路1999号， 成立日期2015年 ...

格隆汇1月5日丨汉钟精机(002158.SZ)近日在接受现场参观及线上调研时表示，公司制冷压缩机一直有 用于数据中心制冷环节。今年上半年用于数据中心用的螺杆、磁浮离心式压缩机均有所成长。 ...

2025年A股市场收官，纵观全年，浙江资本市场交出了一份稳中有进、质效兼优的成绩单。截至2025年 12月31日，浙江共有A股上市公司731家，较年初增加16家，全国排名第2位。分区域来看，其中，杭州 231家、宁波124家、绍兴80家、台州72家、嘉兴66家、金华42家、温州42家、湖州42家、衢州22家、丽 水7家、舟山3家)。 本年度浙股依旧走势强劲，浙江共有612家公司上涨，116家公司下跌。其中全年涨幅处于前5位的浙股 分别为，天普股份、恒勃股份、品茗科技、浙江荣泰、浙江东日，涨幅分别为1,645.35%、527.03%、 428.78%、419.00%、357.82%。截至目前，浙股千亿市值共10家，其中，海康威视、三花智控分别升值 2734亿元和2228亿元。 在机构调研热度方面，中控技术、水晶光电、三花智控成为接待机构调前三强，分别接待了978家、902 家和773家机构调研。 浙江始终将资本市场发展作为产业升级的重要引擎，企业上市热情持续高涨。2025年，浙江共有17家公 司成功登陆A股，其中沪市主板5家(永杰新材、泰鸿万立、肯特催化、中策橡胶、大明电子)、科创板2 家(思看科技、健信超导) ...

Core Viewpoint - Zhejiang Huaye is focusing on expanding its market share in the plastic molding equipment sector, particularly in the injection molding and extrusion machine markets, where it has maintained a leading position domestically for several years [2]. Group 1: Product Offerings and Market Position - The company's main products include screws, barrels, and related components, which are widely used in injection molding machines and extrusion machines [2]. - Zhejiang Huaye has steadily increased its domestic market share, ranking first for several consecutive years [2]. Group 2: Future Strategies for Market Expansion - To strengthen its position in the injection molding machine market, the company plans to introduce optimized product solutions in niche areas, such as semi-solid metal injection molding [2]. - In the extrusion machine screw and barrel sector, where the company's market share is currently low, it aims to leverage its cost and quality advantages to expand into overseas markets and establish long-term partnerships with well-known European manufacturers [2]. - The company has established a new sales channel department this year to enhance its efforts in tapping into the existing market demand for plastic machine barrels and screws, thereby increasing its share in the end market [2].

Core Insights - Zhejiang Huaye has established a partnership model with injection molding machine manufacturers that includes both customized solutions and joint design and manufacturing [2] Group 1 - The company offers tailored design and development of products such as screws and barrels based on customer specifications and technical requirements [2] - Zhejiang Huaye has formed long-term stable partnerships with numerous leading plastic molding equipment manufacturers both domestically and internationally [2]

浙江华业塑料机械股份有限公司投资者关系活动记录表 编号：2025-007 | | □特定对象调研 □ 分析师会议 | | | --- | --- | --- | | 投资者关系 □ | 媒体采访 □ 业绩说明会 | | | 活动类别 □ | 新闻发布会 路演活动 □ | | | □ | 现场参观 | | | √ | 电话会议 | 其他 | | 参与单位 | 建信养老、光大证券。 | | | 时间 | 12 月 29 日 | 2025 年 | | 形式 | | 线上会议 | | 上市公司 | 副总经理、董事会秘书：许炜炜先生 | | | | 证券事务代表：徐凤女士 | | | 接待人员 | 证券事务专员：杜晓宇女士 | | | | 问答环节 | | | | 问：市场份额与竞争优势：公司的螺杆、机筒产品国内市占率 | | | | 已连续多年排名第一。面对国际（如 Nordson Xaloy、Reiloy Metall） | | | | 和国内竞争对手，公司巩固并提升份额的具体战略是什么？是依靠 | | | | 技术升级、成本控制还是深化客户合作？ | | | | 答：公司主要产品包括螺杆、机筒、哥林柱及相关配件， ...

Group 1 - Tenda Technology's stock price decreased by 2.07% on November 12, reaching 23.19 CNY per share, with a trading volume of 17.55 million CNY and a turnover rate of 1.12%, resulting in a total market capitalization of 4.638 billion CNY [1] - Year-to-date, Tenda Technology's stock price has increased by 2.38%, with a slight decline of 0.47% over the last five trading days, a rise of 1.18% over the last 20 days, and an increase of 4.84% over the last 60 days [1] - Tenda Technology has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on October 24, where the net buying was -6.4794 million CNY, with total buying of 38.2757 million CNY (6.13% of total trading volume) and total selling of 44.7552 million CNY (7.16% of total trading volume) [1] Group 2 - As of October 20, Tenda Technology had 18,800 shareholders, an increase of 4.44% from the previous period, with an average of 3,573 circulating shares per shareholder, a decrease of 4.25% [2] - For the period from January to September 2025, Tenda Technology achieved operating revenue of 1.54 billion CNY, representing a year-on-year growth of 15.07%, and a net profit attributable to shareholders of 63.2235 million CNY, reflecting a year-on-year increase of 9.80% [2] Group 3 - Tenda Technology has distributed a total of 76 million CNY in dividends since its A-share listing [3]

Group 1 - The core viewpoint of the news is that Tenda Technology has shown significant trading activity and financial performance, with a notable increase in stockholder numbers and revenue growth [1][2]. Group 2 - On October 24, Tenda Technology's stock rose by 1.70%, with a trading volume of 625 million yuan. The financing buy-in amount was 52.93 million yuan, while the financing repayment was 56.46 million yuan, resulting in a net financing outflow of 0.35 million yuan [1]. - As of October 24, the total financing and securities balance for Tenda Technology was 98.53 million yuan, accounting for 6.28% of its circulating market value, which is above the 90th percentile level over the past year [1]. - The company has not engaged in any short selling activities on October 24, with no shares sold or repaid, indicating a high level of confidence among investors [1]. - Tenda Technology, established on December 23, 2015, specializes in the research, production, and sales of stainless steel fasteners, with main revenue sources including bolts (55.52%), nuts (18.33%), and rods (10.19%) [1]. - As of October 10, the number of shareholders for Tenda Technology reached 18,000, an increase of 0.89%, while the average circulating shares per person decreased by 0.88% to 3,731 shares [2]. - For the period from January to September 2025, Tenda Technology reported a revenue of 1.54 billion yuan, reflecting a year-on-year growth of 15.07%, and a net profit attributable to shareholders of 63.22 million yuan, up by 9.80% year-on-year [2]. - The company has distributed a total of 56 million yuan in dividends since its A-share listing [3].

Group 1 - The core viewpoint of the news is that Tenda Technology's stock has shown significant activity, with a notable increase in share price and trading volume on October 15, 2023 [1] - On October 15, Tenda Technology's stock price rose by 9.99%, with a trading volume of 399 million yuan [1] - The financing data indicates that Tenda Technology had a net financing outflow of 3.026 million yuan on the same day, with a total financing balance of 59.0254 million yuan, accounting for 3.81% of its market capitalization [1][2] Group 2 - As of September 30, Tenda Technology had 17,900 shareholders, a decrease of 2.01% from the previous period, while the average circulating shares per person increased by 2.05% to 3,764 shares [2] - For the first half of 2025, Tenda Technology reported a revenue of 990 million yuan, representing a year-on-year growth of 15.46%, while the net profit attributable to shareholders decreased by 1.57% to 39.3283 million yuan [2] - Tenda Technology has distributed a total of 56 million yuan in dividends since its A-share listing [3]

Core Insights - The rapid development of humanoid robots is expected to significantly drive the demand for PEEK materials, leading to heightened attention on companies within the PEEK material supply chain [1][2] - Zhejiang Huaye, a leading domestic supplier of core components for plastic molding equipment, is positioned as a key support force for PEEK material injection processing due to its technological expertise in high-temperature and high-wear screw and barrel systems [1][2] Company Overview - Zhejiang Huaye was established in 1994 and has over 30 years of experience in the core components of plastic machinery, focusing on the research, production, and sales of screws, barrels, and related components [1][3] - The company is recognized as one of the largest manufacturers of precision screws and barrels in the global plastic machinery industry and is one of the few domestic manufacturers capable of supplying core components for super-large plastic molding equipment [1][3] Market Position - The company has been awarded the title of "Top 7 Enterprises in the Plastic Machinery Auxiliary and Supporting Parts Industry" by the China Plastics Machinery Industry Association for 2023-2024, being the only enterprise in its field to receive this honor [3][4] - In 2024, the company is projected to hold a market share of 13.2% in the domestic plastic machinery screw and barrel product market, ranking first [3] Product Development - The company’s existing products, such as the HPT series screws and HK bimetallic barrels, meet the injection requirements for PEEK materials, which have higher melting points compared to traditional plastics [2][3] - The company has established strong customer relationships with notable clients including Yizhiming, KraussMaffei, Engel, Husky, and Haitian International [3] Industry Context - PEEK materials are increasingly used in various high-tech applications, including aerospace, medical implants, semiconductor manufacturing, consumer electronics, and automotive sectors, particularly in humanoid robot joints and transmission systems [2] - The market for PEEK materials in China is expected to grow, with a projected market size of 1.455 billion yuan in 2024, reflecting a year-on-year increase of 21.14% [2]