2月24日，绿的谐波跌5.53%，截至发稿，报228.97元/股，成交14.68亿元，换手率3.31%，总市值419.77 亿元。 资料显示，苏州绿的谐波传动科技股份有限公司位于江苏省苏州市吴中区木渎镇尧峰西路68号，成立日 期2011年1月13日，上市日期2020年8月28日，公司主营业务涉及精密传动装置研发、设计、生产和销售 的高新技术企业。主营业务收入构成为：谐波减速器及金属部件78.33%，机电一体化产品16.56%，智 能自动化装备3.24%，其他1.87%。 从绿的谐波十大流通股东角度 数据显示，鹏华基金旗下1只基金位居绿的谐波十大流通股东。鹏华碳中和主题混合A（016530）三季 度减持7.71万股，持有股数182.13万股，占流通股的比例为0.99%。根据测算，今日浮亏损失约2442.3万 元。 鹏华碳中和主题混合A（016530）成立日期2023年5月5日，最新规模41.05亿。今年以来收益0.72%，同 类排名7490/8994；近一年收益43.57%，同类排名2121/8199；成立以来收益108.48%。 鹏华碳中和主题混合A（016530）基金经理为闫思倩。 截至发稿，闫思倩累计任职 ...

Investment Rating - The report assigns a "Buy" rating to the company, indicating a potential upside in the stock price [8][9]. Core Insights - The company is expected to achieve a net profit of RMB 120-130 million in 2025, representing a year-on-year growth of 105%-131%. The adjusted net profit is projected to be RMB 90-110 million, with a growth of 95%-127% [9][12]. - The company is benefiting from a recovery in the domestic industrial robot market, with a year-on-year production increase of 28%. Additionally, the global humanoid robot shipment is expected to grow by approximately 508% [12]. - The company is expanding its production capacity, with a current capacity of 790,000 harmonic reducers per year and plans to add 1 million harmonic reducers and 200,000 mechatronic products through new projects [12]. - Profit forecasts for 2025-2027 have been raised, with expected net profits of RMB 120 million, RMB 180 million, and RMB 250 million respectively, reflecting year-on-year growth rates of 120%, 46%, and 40% [12]. Financial Summary - The company's revenue is projected to grow from RMB 356 million in 2023 to RMB 1,178 million in 2027, with a significant increase in operating profit from RMB 92 million to RMB 285 million over the same period [15]. - The earnings per share (EPS) are expected to rise from RMB 0.50 in 2023 to RMB 1.38 in 2027, indicating strong growth potential [11][15]. - The price-to-earnings (P/E) ratio is projected to decrease from 320.35 in 2023 to 153.82 in 2027, suggesting an improving valuation as earnings grow [11].

Core Viewpoint - The stock of Greentech Harmonic has shown significant growth in recent trading sessions, with a notable increase in revenue and net profit year-on-year, indicating strong business performance and investor interest [1][2]. Group 1: Stock Performance - As of January 12, Greentech Harmonic's stock price increased by 2.02%, reaching 199.65 CNY per share, with a trading volume of 1.217 billion CNY and a turnover rate of 3.40% [1]. - Year-to-date, the stock has risen by 3.93%, with a 4.50% increase over the last five trading days, 29.78% over the last 20 days, and 27.45% over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Greentech Harmonic reported a revenue of 407 million CNY, representing a year-on-year growth of 47.36%, and a net profit attributable to shareholders of 93.67 million CNY, up 59.21% year-on-year [2]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Greentech Harmonic increased to 31,800, a rise of 52.87%, while the average number of circulating shares per person decreased by 28.94% to 5,767 shares [2]. - The company has distributed a total of 194 million CNY in dividends since its A-share listing, with 85.79 million CNY distributed over the past three years [3]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the third largest, holding 8.961 million shares, an increase of 4.9535 million shares from the previous period [3].

Group 1 - The stock of Greentec Harmonic fell by 5.15% on January 7, closing at 189.51 CNY per share, with a trading volume of 1.473 billion CNY and a turnover rate of 4.15%, resulting in a total market capitalization of 34.743 billion CNY [1] - Greentec Harmonic Transmission Technology Co., Ltd. is located in Suzhou, Jiangsu Province, and was established on January 13, 2011. The company went public on August 28, 2020, and specializes in the research, design, production, and sales of precision transmission devices [1] - The main revenue composition of Greentec includes harmonic reducers and metal components at 78.33%, mechatronic products at 16.56%, intelligent automation equipment at 3.24%, and others at 1.87% [1] Group 2 - According to data from the top ten holdings of funds, one fund under ICBC Credit Suisse holds Greentec Harmonic as a major investment. The ICBC Specialized and Innovative Mixed A Fund (015135) held 33,900 shares in the third quarter, accounting for 4.18% of the fund's net value, making it the largest holding [2] - The estimated floating loss for the ICBC Specialized and Innovative Mixed A Fund today is approximately 348,900 CNY [2] - The ICBC Specialized and Innovative Mixed A Fund was established on August 1, 2022, with a current scale of 121 million CNY. Year-to-date returns are 3.03%, ranking 4142 out of 8823 in its category, while the one-year return is 48.14%, ranking 2236 out of 8083 [2]

Group 1 - The core point of the article highlights the performance of Greentech Harmonic Drive, which saw a decline of 1.72% in its stock price, reaching 172.00 CNY per share, with a total market capitalization of 31.533 billion CNY [1] - Greentech Harmonic Drive, established on January 13, 2011, and listed on August 28, 2020, specializes in the research, design, production, and sales of precision transmission devices, with its main revenue sources being harmonic reducers and metal components (78.33%), mechatronic products (16.56%), intelligent automation equipment (3.24%), and others (1.87%) [1] Group 2 - From the perspective of major fund holdings, data indicates that one fund under Jiashi Fund has a significant position in Greentech Harmonic Drive, with Jiashi's Shanghai Stock Exchange Sci-Tech Innovation Board Industrial Machinery ETF (588850) increasing its holdings by 3,124 shares in the third quarter, now holding a total of 9,387 shares, which constitutes 5.3% of the fund's net value [2] - The Jiashi Shanghai Stock Exchange Sci-Tech Innovation Board Industrial Machinery ETF (588850) was established on April 16, 2025, with a current scale of 32.0479 million CNY and has achieved a return of 36.81% since inception [2]

Core Viewpoint - The stock of Greentech Harmonic has shown significant growth in 2023, with a year-to-date increase of 60.13%, indicating strong market performance and investor interest [1][2]. Financial Performance - For the period from January to September 2025, Greentech Harmonic reported a revenue of 407 million yuan, representing a year-on-year growth of 47.36% [2]. - The net profit attributable to shareholders for the same period was 93.67 million yuan, reflecting a year-on-year increase of 59.21% [2]. Stock Market Activity - As of December 29, the stock price of Greentech Harmonic was 172.88 yuan per share, with a trading volume of 305 million yuan and a turnover rate of 0.98% [1]. - The company has seen a net inflow of 4.96 million yuan from major funds, with significant buying activity from large orders [1]. Shareholder Information - As of September 30, the number of shareholders increased to 31,800, a rise of 52.87%, while the average number of circulating shares per person decreased by 28.94% to 5,767 shares [2][3]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited being the third-largest shareholder, increasing its holdings by 495,350 shares [3]. Dividend Distribution - Greentech Harmonic has distributed a total of 194 million yuan in dividends since its A-share listing, with 85.79 million yuan distributed over the past three years [3]. Company Overview - Greentech Harmonic, established on January 13, 2011, and listed on August 28, 2020, specializes in the research, design, production, and sales of precision transmission devices [1]. - The company's main revenue sources include harmonic reducers and metal components (78.33%), mechatronic products (16.56%), and intelligent automation equipment (3.24%) [1]. Industry Classification - Greentech Harmonic is classified under the machinery equipment sector, specifically in automation equipment and robotics [1]. - The company is associated with various concept sectors, including industrial mother machines, machinery, specialized and innovative enterprises, reducers, and humanoid robots [1].

Core Viewpoint - The stock of Greentec Harmonic has shown a significant increase in price this year, with a year-to-date rise of 44.65%, despite recent fluctuations in trading volume and net capital outflow [1][2]. Group 1: Stock Performance - As of December 23, Greentec Harmonic's stock price was 156.16 CNY per share, with a market capitalization of 28.629 billion CNY [1]. - The stock experienced a net capital outflow of 43.85 million CNY, with large orders accounting for 24.61% of purchases and 30.75% of sales [1]. - Over the past five trading days, the stock has increased by 3.64%, while it has decreased by 9.41% over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Greentec Harmonic reported a revenue of 407 million CNY, representing a year-on-year growth of 47.36% [2]. - The net profit attributable to shareholders for the same period was 93.67 million CNY, reflecting a year-on-year increase of 59.21% [2]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders increased by 52.87% to 31,800, while the average number of circulating shares per person decreased by 28.94% to 5,767 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 4.95 million shares, and new entrants like E Fund National Robot Industry ETF [3].

Core Viewpoint - The stock of Greentech Harmonic experienced a decline of 2.00% on December 2, with a current price of 146.90 CNY per share and a total market capitalization of 26.931 billion CNY. The company has shown a year-to-date stock price increase of 36.07% [1] Financial Performance - For the period from January to September 2025, Greentech Harmonic achieved a revenue of 407 million CNY, representing a year-on-year growth of 47.36%. The net profit attributable to shareholders was 93.667 million CNY, reflecting a year-on-year increase of 59.21% [2] Shareholder Information - As of September 30, 2025, the number of shareholders for Greentech Harmonic reached 31,800, an increase of 52.87% compared to the previous period. The average number of circulating shares per shareholder decreased by 28.94% to 5,767 shares [2] Dividend Distribution - Since its A-share listing, Greentech Harmonic has distributed a total of 194 million CNY in dividends, with 85.794 million CNY distributed over the past three years [3] Institutional Holdings - As of September 30, 2025, the top ten circulating shareholders included Hong Kong Central Clearing Limited as the third-largest shareholder, holding 8.961 million shares, an increase of 4.9535 million shares from the previous period. New institutional investors include E Fund National Robot Industry ETF and Huaxia CSI Robot ETF [3]

Core Viewpoint - The stock of Greentech Harmonic has shown a significant increase in revenue and profit, indicating strong business performance and investor interest in the automation equipment sector [2][3]. Financial Performance - As of September 30, Greentech Harmonic reported a revenue of 407 million yuan, a year-on-year increase of 47.36% [2]. - The net profit attributable to shareholders reached 93.67 million yuan, reflecting a growth of 59.21% compared to the previous year [2]. - The company has distributed a total of 194 million yuan in dividends since its A-share listing, with 85.79 million yuan distributed over the last three years [3]. Stock Market Activity - On November 21, Greentech Harmonic's stock price rose by 2.08% to 144.87 yuan per share, with a trading volume of 294 million yuan [1]. - The stock has increased by 34.19% year-to-date, but has seen a decline of 9.17% over the past 20 trading days [1]. - The company has appeared on the stock market's "Dragon and Tiger List" once this year, with the last occurrence on January 14 [1]. Shareholder Structure - As of September 30, the number of shareholders increased by 52.87% to 31,800, while the average number of circulating shares per person decreased by 28.94% to 5,767 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 8.96 million shares, an increase of 4.95 million shares from the previous period [3]. - New institutional investors include E Fund National Robot Industry ETF and Huaxia CSI Robot ETF, which have recently acquired shares in the company [3]. Business Overview - Greentech Harmonic, established on January 13, 2011, specializes in the research, design, production, and sales of precision transmission devices [1]. - The company's main revenue sources include harmonic reducers and metal components (78.33%), mechatronic products (16.56%), and intelligent automation equipment (3.24%) [1]. - The company operates within the mechanical equipment sector, specifically in automation equipment and robotics [1].

Core Viewpoint - The stock of Greentech Harmonic has experienced fluctuations, with a recent decline of 2.00% and a year-to-date increase of 34.16%, indicating volatility in its market performance [1]. Company Overview - Greentech Harmonic, established on January 13, 2011, and listed on August 28, 2020, is a high-tech enterprise based in Suzhou, Jiangsu Province, specializing in the research, design, production, and sales of precision transmission devices [1]. - The company's main revenue sources include harmonic reducers and metal components (78.33%), mechatronic products (16.56%), intelligent automation equipment (3.24%), and others (1.87%) [1]. Financial Performance - For the period from January to September 2025, Greentech Harmonic reported a revenue of 407 million yuan, representing a year-on-year growth of 47.36%, and a net profit attributable to shareholders of 93.67 million yuan, reflecting a growth of 59.21% [2]. - Cumulatively, the company has distributed 194 million yuan in dividends since its A-share listing, with 85.79 million yuan distributed over the past three years [3]. Shareholder Structure - As of September 30, 2025, the number of shareholders increased by 52.87% to 31,800, while the average number of circulating shares per person decreased by 28.94% to 5,767 shares [2]. - Notable institutional shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 4.95 million shares, and new entrants like E Fund National Robot Industry ETF [3].