"华业二字，取自'中华实业'。"近日，浙江华业创始人、董事长夏增富在接受上证报记者专访时表 示，"我们希望踏踏实实做好我们国家的实业。这个名字藏着我们把小事做透、把实业做强的野心。" 夏增富 浙江华业小型螺杆机筒生产线 ◎记者 姚嘉雯 近四十载春秋，从浙江舟山金塘岛上那台二手改造的螺杆铣床出发，浙江华业如一根不断自我精进的螺 杆，深深扎根于细分领域，终成行业翘楚。如今，这家企业正以扎根时代的笃定、引领行业的视野和突 破边界的勇气，开启新一轮成长周期。 专注螺杆 "从1994年成立起，华业就看准了塑料机械核心零部件这一细分领域。刚起步时，舟山金塘已有不少螺 杆小作坊，但产品精度低、寿命短，我们就锚定'做好一根靠谱的螺杆'，引进数控设备、优化加工工 艺、坚持品质为先，30年如一日地打磨钻研，深耕专业，确立品类优势。"谈及创业初期的定位，夏增 富娓娓道来。 夏增富带领团队专注于技术创新和品质提升。他们不断引进先进的生产设备，培养专业的技术人才，经 过无数个日夜的钻研和实践，终于攻克了一个又一个技术难题。公司生产的螺杆在精度、耐用性等方面 逐渐达到了国际先进水平，凭借着过硬的产品质量，浙江华业开始在市场上崭露头角。 ...

Group 1 - In the first half of 2025, the Chinese plastic and rubber machinery industry saw performance growth among 952 large-scale enterprises, with some companies achieving both revenue and profit increases [1] - Zhejiang Huaye Plastic Machinery Co., Ltd. reported a revenue of 478 million yuan, a year-on-year increase of 10.56%, and a net profit of 48.56 million yuan, up 10.24%, indicating stable profitability in its main business [1] - The company’s total assets reached 1.854 billion yuan, a 22.03% increase year-on-year, with cash reserves of 478 million yuan, accounting for 25.79% of total assets, providing a solid foundation for future capacity expansion and R&D investment [1] Group 2 - The company has established a strong market position with nearly 30 years of industry experience, collaborating with leading domestic manufacturers and successfully entering the supply chains of international companies [2] - Government policies supporting the manufacturing sector, particularly in smart and green manufacturing, are driving demand in the downstream plastic machinery industry, leading to a recovery in industry prosperity [2] - Zhejiang Huaye aims to leverage its long-term partnerships with major manufacturers and its technological expertise to respond quickly to market demands and create substantial returns for investors [2]

浙江华业（301616）2025年上半年网上业绩说明会于2025年8月29日（星期五）15:00-17:00在全景路演 举行。 路演现场，公司方在回复投资者提问时表示，2025年上半年公司的研发主要投向于机筒、螺杆、哥林柱 相关的新产品、新工艺的研究支出。目前公司螺杆机筒产品在氮化表面硬度、调质硬度等核心技术参数 上均优于行业标准及浙江制造团体标准，未来公司将持续关注研发投入。 ...

Company Performance - Zhejiang Huaye reported a revenue of approximately 478 million yuan for the first half of 2025, representing a year-on-year increase of 10.56% [1] - The net profit attributable to shareholders was approximately 47.67 million yuan, up 6.66% year-on-year, driven by government subsidies and increased demand from the new energy vehicle and 3C electronics sectors [1][4] - The company achieved a capacity utilization rate of 110% for its screw and barrel products and 100% for its core components, indicating strong operational efficiency and market demand [4] Industry Overview - The Chinese plastic machinery industry showed steady growth, with 952 enterprises achieving a revenue of 50.79 billion yuan from January to May 2025, a year-on-year increase of 6.07% [2] - The industry's total profit reached 4.39 billion yuan, with a profit margin of 8.65%, reflecting a healthy industry performance [2] - China's plastic forming equipment production accounts for over 50% of global output, establishing the country as a leading producer, consumer, and exporter in the plastic machinery sector [2] Technological and Competitive Advantages - Zhejiang Huaye has maintained a research and development investment intensity of over 5% for the past five years, resulting in 17 invention patents and a total of 132 patents [2][3] - The company has established itself as a "hidden champion" in the global plastic equipment sector, successfully entering high-end markets in the US, Germany, and Japan [2] - The company emphasizes green manufacturing and has received certifications for being a "green factory" and a "waste-free factory," showcasing its commitment to sustainable practices [3] Future Outlook - The plastic machinery industry is expected to experience high-quality development opportunities driven by the dual goals of carbon neutrality and intelligent manufacturing transformation [3] - The demand for equipment upgrades in end-use sectors such as automotive and home appliances is anticipated to increase, supported by government policies [3] - Zhejiang Huaye is well-positioned to strengthen its market position domestically and internationally, leading the industry towards higher-end and greener manufacturing practices [4]

Group 1: Company Overview - Zhejiang Huaye's first-quarter orders increased year-on-year, with a growing demand for medium to large-scale products from downstream customers [1] - The lifespan of screw barrels is 1-5 years, while the lifespan of the core rods is around 10 years, which does not fully align with the lifespan of plastic forming equipment [1] - Screw barrels, machine barrels, and core rods account for 8%-12% of the cost of plastic forming equipment [1] Group 2: Market Dynamics - Major competitors include US-based Nordson Xaloy and Germany's Reiloy Metall GmbH, with some plastic machinery manufacturers establishing their own production facilities, though the self-manufacturing ratio is low [1] - Overseas customers primarily demand fully hardened screws and alloy barrels, which have higher profit margins, while domestic customers mainly require traditional electroplated screws and nitrided barrels [1] - The industry is steadily developing, with an increasing market share for high-end products and a sustained upward trend in market demand, focusing on niche market segments [1] Group 3: Financial Performance - The gross profit margin in East China is higher than in South China, mainly due to differences in product structure [1] - The main raw material is special alloy steel, and there is no price hedging in place [1] - The recovery of downstream industry prosperity has led to rapid growth in orders, with ongoing collaboration with major plastic forming equipment manufacturers [1] Group 4: Product Trends - The demand for screw barrels and core rods does not follow a simple proportional relationship [1] - The decline in unit prices is primarily due to changes in product structure, with an increase in sales of medium and small-sized screw barrels [1] - Trends in product structure include full hardening and alloying of screws, and bimetallic barrels, with large machines gradually becoming the market mainstream [1] Group 5: Customer Base - The revenue share of the top five customers is expected to continue to increase, while the company is also focused on developing new customers [1] - The company possesses screw production capabilities with precision levels ranging from 0.01mm to 0.02mm, but has not engaged in the production of lead screws [1]