11月24日，海立股份涨6.13%，截至发稿，报21.30元/股，成交2.20亿元，换手率1.34%，总市值228.62 亿元。 广发中证全指家用电器ETF联接A（005063）基金经理为陆志明。 截至发稿，陆志明累计任职时间14年179天，现任基金资产总规模240.63亿元，任职期间最佳基金回报 119.61%， 任职期间最差基金回报-63.28%。 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 资料显示，上海海立(集团)股份有限公司位于中国(上海)自由贸易试验区宁桥路888号，成立日期1993年 3月26日，上市日期1992年11月16日，公司主营业务涉及制冷转子式压缩机、车用电动涡旋压缩机和制 冷电机的研发、生产和销售。主营业务收入构成为：压缩机及相关制冷设备73.17%，汽车零部件业务 25.24%，其他(补充)1.29%，其他0.30%。 从基金十大重仓股角度 数据显示，广发基金旗下1只基金重仓海立股份。广发中证全指家用电器ETF联接A（0 ...

Group 1 - The core viewpoint of the news is that Haili Co., Ltd. experienced a stock price increase of 5.3%, reaching 21.45 CNY per share, with a trading volume of 700 million CNY and a turnover rate of 4.35%, resulting in a total market capitalization of 23.023 billion CNY [1] - Haili Co., Ltd. is primarily engaged in the research, production, and sales of refrigeration rotary compressors, automotive electric scroll compressors, and refrigeration motors, with its main business revenue composition being 73.17% from compressors and related refrigeration equipment, 25.24% from automotive parts, and 1.29% from other sources [1] - The company was established on March 26, 1993, and was listed on November 16, 1992, located in the China (Shanghai) Pilot Free Trade Zone [1] Group 2 - Among the top ten circulating shareholders of Haili Co., Ltd., a fund under Huatai PineBridge Fund ranks as a significant shareholder, while the China Securities Shanghai State-owned Enterprise ETF (510810) reduced its holdings by 479,800 shares in the third quarter, now holding 3.73 million shares, which accounts for 0.35% of the circulating shares [2] - The China Securities Shanghai State-owned Enterprise ETF (510810) was established on July 28, 2016, with a latest scale of 7.994 billion CNY, achieving a year-to-date return of 10.4% and a one-year return of 6.89% [2]

Core Viewpoint - The stock of Shanghai HaLi Group Co., Ltd. has experienced fluctuations, with a year-to-date increase of 82.33% but a recent decline of 3.81% over the last five trading days [1] Group 1: Stock Performance - As of October 16, the stock price was 22.22 CNY per share, with a market capitalization of 23.85 billion CNY [1] - The stock has seen a trading volume of 4.37 billion CNY and a turnover rate of 2.45% [1] - Year-to-date, the stock has appeared on the trading leaderboard nine times, with the most recent appearance on September 23, where it recorded a net buy of 129 million CNY [1] Group 2: Company Overview - Shanghai HaLi Group was established on March 26, 1993, and listed on November 16, 1992, focusing on the research, production, and sales of refrigeration rotary compressors and automotive electric scroll compressors [2] - The company's main business revenue composition includes 73.17% from compressors and related refrigeration equipment, 25.24% from automotive parts, and 1.29% from other sources [2] - The company operates within the household appliances sector, specifically in appliance components [2] Group 3: Financial Performance - For the first half of 2025, the company achieved a revenue of 12.43 billion CNY, representing a year-on-year growth of 13.16% [2] - The net profit attributable to shareholders was 33.35 million CNY, showing a significant increase of 693.76% year-on-year [2] - Cumulatively, the company has distributed 1.52 billion CNY in dividends since its A-share listing, with 35.56 million CNY distributed over the past three years [3] Group 4: Shareholder Information - As of June 30, 2025, the number of shareholders was 117,100, a decrease of 20.27% from the previous period [2] - The top ten circulating shareholders include the China Securities Shanghai State-owned Enterprise ETF, which increased its holdings by 796,200 shares [3]

Core Insights - The stock price of Haili Co., Ltd. increased by 2.00% on October 15, reaching 22.44 CNY per share, with a total market capitalization of 24.086 billion CNY [1] - Year-to-date, Haili's stock price has risen by 84.13%, but it has seen a decline of 9.55% over the last five trading days [1] Financial Performance - For the first half of 2025, Haili Co. achieved a revenue of 12.426 billion CNY, representing a year-on-year growth of 13.16%, and a net profit attributable to shareholders of 33.3546 million CNY, which is a significant increase of 693.76% compared to the previous year [2] - Cumulative cash dividends since the A-share listing amount to 1.52 billion CNY, with 35.564 million CNY distributed over the last three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders for Haili Co. was 117,100, a decrease of 20.27% from the previous period [2] - The top ten circulating shareholders include the China Securities Shanghai State-owned Enterprise ETF, which increased its holdings by 796,200 shares, while Hong Kong Central Clearing Limited reduced its holdings by 266,200 shares [3] Market Activity - Haili Co. has appeared on the trading leaderboard nine times this year, with the most recent appearance on September 23, where it recorded a net purchase of 129 million CNY [1]

Group 1 - The core point of the news is that Haili Co., Ltd. experienced a stock price decline of 2.04% on October 14, with a current price of 22.59 yuan per share and a total market capitalization of 24.247 billion yuan [1] - The company has seen a significant stock price increase of 85.36% year-to-date, but has recently experienced a decline of 9.13% over the last five trading days [1] - Haili Co., Ltd. has been active in the stock market, appearing on the "Dragon and Tiger List" nine times this year, with the most recent net purchase of 129 million yuan on September 23 [1] Group 2 - As of June 30, 2025, Haili Co., Ltd. reported a revenue of 12.426 billion yuan, representing a year-on-year growth of 13.16%, and a net profit of 33.3546 million yuan, which is a significant increase of 693.76% [2] - The company's main business revenue composition includes 73.17% from compressors and related refrigeration equipment, 25.24% from automotive parts, and 1.29% from other sources [1] - Haili Co., Ltd. has distributed a total of 1.52 billion yuan in dividends since its A-share listing, with 35.564 million yuan distributed over the past three years [3]

Group 1 - The core point of the news is that Haili Co., Ltd. experienced a stock price drop of 5.14%, trading at 24.92 CNY per share, with a total market capitalization of 26.748 billion CNY as of the report date [1] - Haili Co., Ltd. was established on March 26, 1993, and listed on November 16, 1992. The company specializes in the research, production, and sales of refrigeration rotary compressors, automotive electric scroll compressors, and refrigeration motors [1] - The main business revenue composition includes 73.17% from compressors and related refrigeration equipment, 25.24% from automotive parts, and 1.29% from other supplementary sources [1] Group 2 - Among the top ten circulating shareholders of Haili Co., Ltd., a fund under Huatai-PineBridge Fund holds a significant position. The China Securities Shanghai State-Owned Enterprises ETF (510810) increased its holdings by 796,200 shares in the second quarter, totaling 4.2098 million shares, which represents 0.39% of the circulating shares [2] - The China Securities Shanghai State-Owned Enterprises ETF (510810) was established on July 28, 2016, with a latest scale of 7.942 billion CNY. Year-to-date returns are 9.41%, ranking 3568 out of 4220 in its category, while the one-year return is 34.72%, ranking 2658 out of 3824 [2]

Group 1 - The core point of the article highlights the significant increase in the stock price of Haili Co., which rose by 5.15% to 26.97 CNY per share, with a trading volume of 2.033 billion CNY and a turnover rate of 10.01%, leading to a total market capitalization of 28.948 billion CNY [1] - Haili Co. specializes in the research, production, and sales of refrigeration rotary compressors, automotive electric scroll compressors, and refrigeration motors, with its main business revenue composition being 73.17% from compressors and related refrigeration equipment, 25.24% from automotive parts, and 1.29% from other sources [1] Group 2 - Among the top ten circulating shareholders of Haili Co., a fund under Huatai-PineBridge Fund holds a significant position, with the China Securities Shanghai State-Owned Enterprises ETF (510810) increasing its holdings by 796,200 shares in the second quarter, now holding 4.2098 million shares, which accounts for 0.39% of the circulating shares [2] - The China Securities Shanghai State-Owned Enterprises ETF (510810) has a current scale of 7.942 billion CNY, with a year-to-date return of 8.84% and a one-year return of 35.62%, ranking 2673 out of 3820 in its category [2]

Company Overview - Shanghai HaLi Group Co., Ltd. is located in the China (Shanghai) Free Trade Zone and was established on March 26, 1993, with its listing date on November 16, 1992 [2] - The company's main business involves the research, production, and sales of refrigeration rotary compressors, automotive electric scroll compressors, and refrigeration motors [2] - The revenue composition of the main business includes 73.17% from compressors and related refrigeration equipment, 25.24% from automotive parts, and 1.29% from other sources [2] Financial Performance - For the first half of 2025, the company achieved an operating income of 12.426 billion yuan, representing a year-on-year growth of 13.16% [2] - The net profit attributable to the parent company was 33.3546 million yuan, showing a significant year-on-year increase of 693.76% [2] Stock Performance - As of September 19, the stock price of HaLi increased by 2.40%, reaching 23.49 yuan per share, with a total market capitalization of 25.213 billion yuan [1] - The stock has risen 92.75% year-to-date, with a 5.53% increase over the last five trading days and a 114.72% increase over the last 60 days [1] - The company has appeared on the trading leaderboard eight times this year, with the most recent appearance on September 9, where it recorded a net buy of -21.7957 million yuan [1] Shareholder Information - As of June 30, 2025, the number of shareholders was 117,100, a decrease of 20.27% from the previous period [2] - The top ten circulating shareholders include the China Securities Shanghai State-owned Enterprise ETF, which holds 4.2098 million shares, an increase of 796,200 shares from the previous period [3]

Financial Performance - The company's operating revenue for the first half of the year reached 12.43 billion, a year-on-year increase of 13.16% [1] - The net profit attributable to shareholders was 333.55 million, showing a significant year-on-year growth of 693.76% [1] - The net profit after deducting non-recurring gains and losses was 227.26 million, up 269.05% year-on-year [1] - The basic earnings per share stood at 0.03 [1] - The gross profit margin for the first half of 2025 was 11.50%, an increase of 0.38 percentage points year-on-year [2] - The net profit margin was 0.59%, up 0.69 percentage points compared to the same period last year [2] Expense Analysis - The company's period expenses amounted to 1.23 billion, an increase of 3.38 million compared to the previous year [2] - The expense ratio was 9.93%, a decrease of 1.28 percentage points year-on-year [2] - Sales expenses decreased by 19.54% year-on-year, while management expenses increased by 14.89% [2] - Research and development expenses grew by 21.29%, and financial expenses decreased by 131.64% [2] Corporate Governance - On July 1, the company announced a change in leadership, with Dong Jianhua stepping down as chairman due to age [4] - The board nominated Jia Tinggang as a candidate for the new board of directors [4] - Jia Tinggang was elected as the new chairman on July 17, with Miao Jun appointed as vice chairman [4] Company Overview - The company reported an operating revenue of 18.75 billion for 2024, a year-on-year increase of 10.08% [5] - The net profit attributable to shareholders for 2024 was 33.85 million, reflecting a growth of 10.93% [5] - The company specializes in the research, production, and sales of refrigeration rotary compressors, automotive electric scroll compressors, and refrigeration motors [5]